Foreword
The art of cheesemaking has been augmented steadily by greater knowledge on the science of cheesemaking. This evolution has resulted from basic and applied research and from the increased need to understand and control the characteristics of milk, the microorganisms used in the manufacture and maturation of cheese, the manufacturing technologies, and the physical properties and flavour of cheese. Traditional methods of cheese manufacture have been modified by the need for greater efficiencies in the manufacture and maturation of cheese and by changes in the marketing channels for cheese. Accommodating these changes while maintaining the characteristics of a given cheese variety has been accomplished by the application of scientific principles. The need for greater understanding of the characteristics of cheese has also been driven by the increased use of cheese as an ingredient in other foods. This has required specific control of selected properties of cheese to impart the desired properties to the food, and to retain characteristics of the cheese during various food processing technologies. The successive editions of Cheese: Chemistry, Physics and Microbiology have documented the application of science to the art of cheesemaking. Certain characteristics are common in all editions: a thorough description and evaluation of scientific and technological advances, prodigious referencing to direct readers to more in-depth discussion of topics, and careful editing to impart consistency of discussion and a smooth transition between chapters. However, each edition has been revised to incorporate new information and to reflect recent trends in describing the science of cheesemaking and maturation and in the use of cheese as a food ingredient. Scientific principles emphasised in Volume 1 cover microbiological, chemical and physical attributes of cheese as in previous editions. Greater emphasis is given to the genetics and metabolic activity of lactic starters and on the secondary microflora in the third edition. Conversion of components (lactose, lactate, citrate, lipids, proteins) by microbial metabolism and enzymatic action is discussed in several chapters. Inclusion of modern sensory evaluation techniques and instrumental identification of flavour compounds recognises the relationship between these areas. A new chapter on acid gels provides the basic background for discussion in Volume 2 on cheese varieties made by acid or heat plus acid coagulation that are becoming more important as food ingredients. Volume 2, as in previous editions, focuses on various types of cheese, but the cheeses have been grouped into more logical categories based upon characteristics rather than geographical regions of production. The first chapter of Volume 2 provides an overview of the diversity of cheese varieties and systems of categorising varieties. A similar approach in the second chapter familiarises the reader with the general aspects of cheese technology to emphasise that there are common elements in cheesemaking and maturation and that cheese varieties result from specific deviations from or additions to these common elements. The last chapter is appropriately a discussion of cheese as an ingredient, which recognises recent trends in the science of cheese. A substantial bank of knowledge has been accumulated on cheese and this has been rigorously incorporated into the two volumes. It is inevitable that this bank of knowledge will be revised and expanded. The third edition of Cheese: Chemistry, Physics and Microbiology provides the base upon which these revisions and expansions can be undertaken objectively. N.E Olson Department of Food Science, University of Wisconsin, Madison
List of Contributors
Dr J.M. Banks
Ms Y.E Collins
CHARIS Food Research Hannah Research Institute Ayr KA6 5HL Scotland
Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland
Dr T. Beresford
Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland Dr E. Beuvier
Station de Recherches en Technologie et Analyses Laitieres Institut National de La Recherche Agronomique F-39801 Poligny Cedex France Dr S. Buchin
Station de Recherches en Technologie et Analyses Laitieres Institut National de La Recherche Agronomique F-39801 Poligny Cedex France Dr M.J. Callanan
Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland Dr J.-E Chamba
Institut Technique Francais de Fromages 74801 La Roche sur Foron Cedex France Professor T.M. Cogan
Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland
Professor M.J.C. Crabbe
Division of Cell and Molecular Biology School of Animal and Microbial Sciences The University of Reading Whiteknights Reading RG6 6AJ UK Dr A.C. Curtin
Department of Food and Nutritional Sciences University College Cork Ireland Professor E Dejmek
Department of Food Engineering Lund University Box 124, 221 00 Lund Sweden Dr C.M. Delahunty
Department of Food and Nutritional Sciences University College Cork Ireland Dr A.D.W. D o b s o n Department of Microbiology University College Cork Ireland Dr C.W. Donnelly Department of Nutrition and Food Sciences University of Vermont 200 Carrigan Building Burlington VT 05405-0044 USA
x
List of Contributors
Dr M.A. Drake
Dr A.A.A. Magboul
Department of Food Science North Carolina State University Campus Box 7624 Raleigh NC 27695-7624 USA
DAL Food Industries Industrial Area No. 1/15 Block 4F Khartoum North, PO Box 708 Sudan
Dr G.E Fitzgerald
National Food Biotechnology Centre Departments of Microbiology and Food & Nutritional Sciences University College Cork Ireland Professor P.E Fox Department of Food and Nutritional Sciences University College Cork Ireland Dr T.P. Guinee
Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland Dr D.S. Horne
CHARIS Food Research Hannah Research Institute Ayr KA6 5HL Scotland
Professor J.-L. Maubois Laboratoire de Recherches kaiti~res Institut National de la Recherche Agronomique 35012 Rennes Cedex France Dr S. McGrath
National Food Biotechnology Centre Department of Microbiology University College Cork Ireland Dr P.L.H. McSweeney
Department of Food and Nutritional Sciences University College Cork Ireland Professor V.V. Mistry Dairy Science Department South Dakota State University Brookings SD 57007 USA Dr N.M. O'Brien
Dr E Irlinger
Institut National de La Recherche Agronomique 78850 Thiverval-Grignon Cedex France Dr J.-L. Le Qu~r~
Institut National de la Recherche Agronomique Unit6 Mixte de Recherche sur les Aromes 17 rue Sully F-21065, Dijon France Dr J.A. Lucey
Department of Food Science University of Wisconsin-Madison 1605 Linden Drive Madison, WI 53706-1565 USA
Department of Food and Nutritional Sciences University College Cork Ireland Dr D.J. O'Callaghan Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland Dr J. O'Callaghan Department of Microbiology University College Cork Ireland
List of Contributors
Department of Food and Nutritional Sciences University College Cork Ireland
Mr V.K. Upadhyay Department of Food and Nutritional Sciences University College Cork Ireland
Dr E. Parente
Professor P. Walstra
Dipartimenta Biologia Universit/~ della Basilicata Campus di Macchia Romana 85100 Potenza Italy
Department of Food Science The Argricultural University 6703 HD Wageningen The Netherlands
Dr R.P. Ross Dairy Products Research Centre Teagasc, Moorepark Fermoy Cork Ireland
Department of Life Sciences University of Limerick Castletroy Limerick Ireland
Dr T.P. O'Connor
Dr D. van Sinderen Department of Microbiology University College Cork Ireland
Dr M.G. W i l k i n s o n
Professor A. Williams
CHARIS Food Research Hannah Research Institute Ayr KA6 5HL Scotland
xi
Preface to the First Edition
Cheese manufacture is one of the classical examples of food preservation, dating from 6000-7000 BC. Preservation of the most important constituents of milk (i.e. fat and protein) as cheese exploits two of the classical principles of food preservation, i.e.: lactic acid fermentation, and reduction of water activity through removal of water and addition of NaC1. Establishment of a low redox potential and secretion of antibiotics by starter microorganisms contribute to the storage stability of cheese. About 500 varieties of cheese are now produced throughout the world; present production is - 1 0 7 tonnes per annum and is increasing at a rate of --~4% per annum. Cheese manufacture essentially involves gelation of the casein via iso-electric (acid) or enzymatic (rennet) coagulation; a few cheeses are produced by a combination of heat and acid and still fewer by thermal evaporation. Developments in ultrafihration facilitate the production of a new family of cheeses. Cheeses produced by acid or heat/acid coagulation are usually consumed fresh, and hence their production is relatively simple and they are not particularly interesting from the biochemical viewpoint although they may have interesting physico-chemical features. Rennet cheeses are almost always ripened (matured) before consumption through the action of a complex battery of enzymes. Consequently they are in a dynamic state and provide fascinating subjects for enzymologists and microbiologists, as well as physical chemists. Researchers on cheese have created a very substantial literature, including several texts dealing mainly with the technological aspects of cheese production. Although certain chemical, physical and microbiological aspects of cheese have been reviewed extensively, this is probably the first attempt to review comprehensively the scientific aspects of cheese manufacture and ripening. The topics applicable to most cheese varieties, i.e. rennets, starters, primary and secondary phases of rennet coagulation, gel formation, gel syneresis, salting, proteolysis, theology and nutrition, are reviewed in Volume 1. Volume 2 is devoted to the more specific aspects of the nine major cheese families: Cheddar, Dutch, Swiss, Iberian, Italian, Balkan, Middle Eastern, Mould-ripened and Smear-ripened. A chapter is devoted to non-European cheeses, many of which are ill-defined; it is hoped that the review will stimulate scientific interest in these minor, but locally important, varieties. The final chapter is devoted to processed cheeses. It is hoped that the book will provide an up-to-date reference on the scientific aspects of this fascinating group of ancient, yet ultramodern, foods; each chapter is extensively referenced. It will be clear that a considerably body of scientific knowledge on the manufacture and ripening of cheese is currently available but it will be apparent also that many major gaps exist in our knowledge; it is hoped that this book will serve to stimulate scientists to fill these gaps. I wish to thank sincerely the other 26 authors who contributed to the text and whose co-operation made my task as editor a pleasure. RE Fox
Preface to the Second Edition
The first edition of this book was very well received by the various groups (lecturers, students, researchers and industrialists) interested in the scientific and technological aspects of cheese. The initial printing was sold out faster than anticipated and created an opportunity to revise and extend the book. The second edition retains all 21 subjects from the first edition, generally revised by the same authors and in some cases expanded considerably. In addition, l0 new chapters have been added: Cheese: Methods of chemical analysis; Biochemistry of cheese ripening; Water activity and the composition of cheese; Growth and survival of pathogenic and other undesirable microorganisms in cheese; Membrane processes in cheese technology, in Volume 1 and North-European varieties; Cheeses of the former USSR; Mozzarella and Pizza cheese; Acid-coagulated cheeses and Cheeses from sheep's and goats' milk in Volume 2. These new chapters were included mainly to fill perceived deficiencies in the first edition. The book provides an in-depth coverage of the principal scientific and technological aspects of cheese. While it is intended primarily for lecturers, senior students and researchers, production management and quality control personnel should find it to be a very valuable reference book. Although cheese production has become increasingly scientific in recent years, the quality of the final product is still not totally predictable. It is not claimed that this book will provide all the answers for the cheese scientist/technologist but it does provide the most comprehensive compendium of scientific knowledge on cheese available. Each of the 31 chapters is extensively referenced to facilitate further exploration of the extensive literature on cheese. It will be apparent that while cheese manufacture is now firmly based on sound scientific principles, many questions remain unanswered. It is hoped that this book will serve to stimulate further scientific study on the chemical, physical and biological aspects of cheese. I wish to thank sincerely all the authors who contributed to the two volumes of this book and whose cooperation made my task as editor a pleasure.
RE Fox
Preface to the Third Edition
Very considerable progress has been made on the scientific aspects of cheese since the second edition of this book was published in 1993. This is especially true for the Microbiology of Cheese and the Biochemistry of Cheese Ripening; consequently those sections have been expanded very considerably. The general structure of the book is similar to that of the earlier editions, with the more general aspects being treated in Volume 1 and the more applied, variety-related aspects in Volume 2. The book contains 36 chapters. Reflecting the very extensive research on cheese starters in recent years, four chapters have been devoted to this topic in the third edition. Another new feature is the inclusion of two chapters on cheese flavour; one on sensory aspects, the other on instrumental methods. In Volume 2 of the second edition, cheese varieties were treated mainly on a geographical basis. While some elements of the geographical distribution remain, cheese varieties are now treated mainly based on the characteristic features of their ripening. Obviously, it is not possible to treat all 1000 or so cheese varieties, but the 10 variety-related chapters in Volume 2 cover at least 90% of world cheese production and it is very likely that your favourite cheese is included in one of those 10 chapters. Cheese is the quintessential convenience food and is widely used as an ingredient in other foods and in the USA approximately 70% of all cheese is used as a food ingredient. The use of cheese as a food ingredient is a major growth area; consequently, a chapter has been devoted to the important features of cheese as an ingredient, including a section on Enzyme-modified Cheese. Each chapter is extensively referenced to facilitate further exploration of the extensive literature on cheese. While the book is intended for primarily lecturers, senior students and researchers, production m a n a g e m e n t and quality control personnel should find it to be a very useful reference book. We wish to thank sincerely all authors who contributed to the two volumes of this b o o k and whose cooperation made our task as editors a pleasure. Special thanks are due to Ms Anne Cahalane for very valuable assistance. RE Fox P.L.H. McSweeney T.M. Cogan T.R Guinee
Cheese: An Overview P.F. Fox and P.L.H. McSweeney, Department of Food and Nutritional Sciences, University College, Cork, Ireland
Historical Cheese is the generic name for a group of fermented milk-based food products, produced in a wide range of flavours and forms throughout the world. Although the primary objective of cheesemaking is to conserve the principal constituents of milk, cheese has evolved to become a food of haute cuisine with epicurean qualities, as well as being highly nutritious. Sandine and Elliker (1970) suggested that there are more than 1000 varieties of cheese. Walter and Hargrove (1972) described more than 400 varieties and listed the names of a further 400, while Burkhalter (1981) classified 510 varieties (although some are listed more than once). Jim Path (University of Wisconsin) has compiled a list of 1400 varieties (visit www.cdr.wisc.edu). As discussed in detail in 'Diversity of cheese varieties: An Overview', Volume 2, a number of attempts have been made to classify cheese varieties into meaningful groups. The most common criterion for the classification is texture (very hard, hard, semi-hard, semi-soft, soft) which is related mainly to the moisture content of the cheese. Various attempts have been made to improve on this basis of classification, for example, by including the milk-producing species, moisture to protein ratio, method of coagulation, cooking temperature, microflora. These classification schemes are discussed in 'Diversity of cheese varieties: An Overview', Volume 2. However, no classification scheme developed to date is completely satisfactory; the inclusion of chemical indices of ripening would be useful. It is commonly believed that cheese evolved in a region known as the 'Fertile Crescent', i.e., from the Tigris and Euphratres rivers, through what is now southern Turkey to the Mediterranean coast, some 8000 years ago. The so-called 'Agricultural Revolution' occurred in this region with the domestication of plants and animals. Presumably, humans soon recognized the nutritive value of milk produced by domesticated animals and contrived to share the mother's milk with her offspring. Apparently, goats and sheep, which are gregarious and docile, were the first dairy animals domesticated, but cattle have become the dominant dairy species in most parts of the world (c. 85% of the total world supply of milk is obtained from cows).
Milk is also a rich source of nutrients for bacteria which contaminate the milk, some species of which utilize milk sugar, lactose, as a source of energy, producing lactic acid. Bacterial growth and acid production would have occurred during storage or during attempts to dry milk in the prevailing warm, dry climate to produce a more stable p r o d u c t - air-drying of meat, fruits and vegetables appears to have been practised as a primitive form of food preservation at this period in the development of civilization. When sufficient acid has been produced, the principal proteins of milk, the caseins, coagulate, i.e., at their isoelectric p o i n t s - --~pH 4.6, to form a gel in which the fat is entrapped. The rate of acidification by the adventitious microflora would usually be slow, allowing the (unhomogenized) fat globules to form a cream layer. This layer of sour cream could be blended into the lower protein gel or scooped off for the production of butter. Thus originated three of our classical fermented dairy products: fermented milks, sour cream and lactic butter, all of which are still produced widely, sometimes depending on the adventitious microflora for acidification, but now usually through the growth of cultures of lactic acid bacteria. The first fermented dairy foods were produced by a fortuitous combination of e v e n t s - the ability of a group of bacteria, the lactic acid bacteria (LAB), to grow in milk and to produce enough acid to reduce the pH of milk to the isoelectric point of the caseins, at which these proteins coagulate. Neither the LAB nor the caseins were designed for this outcome. The caseins were 'designed' to coagulate following limited proteolysis in the stomach of neonatal mammals, the gastric pH of which is around 6, i.e., very much higher than the isoelectric point of the caseins. The ability of Lactococcus lactis to ferment lactose, a sugar specific to milk, is plasmid-encoded, suggesting that this characteristic was acquired relatively recently in the evolution of these bacteria. Their natural habitats are vegetation and/or the intestine, from which they presumably colonized the teats of dairy animals, contaminated with lactosecontaining milk; it is likely that through evolutionary pressure, these bacteria acquired the ability to ferment lactose. When an acid-coagulated milk gel is broken, e.g., accidentally by movement of the storage vessel or intentionally
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
2
Cheese: An Overview
by breaking or cutting, it separates into curds and whey. It would have been realized quickly that the acid whey is a pleasant, refreshing drink for immediate consumption while the curds could be consumed fresh or stored for furore use. In fact, whey was long considered to have medicinal benefits (see Hoffmann, 1761). It was probably soon realized that the shelf-life of the curds could be extended by dehydration and/or by adding salt; heavily salted cheese varieties are still widespread throughout the Middle East and small quantifies of a number of dehydrated cheeses are produced in North Africa and the Middle East, e.g., Tikammart and Aoules (Algeria), Djamid (Jordan), Ekt (Saudi Arabia) and Madraffarah (Syria) (see Phelan et al., 1993). It is presumed that one of the principal families of cheese, the acid cheeses, modern members of which include Cottage cheese, Cream cheese and Quarg, originated in this way. While lactic acid, produced in situ, is believed to have been the original milk coagulant, an alternative mechanism was also recognized from an early date. Many proteolytic enzymes can modify the casein system in milk, causing it to coagulate under certain circumstances. Enzymes capable of causing this transformation are widespread in nature, e.g., bacteria, moulds, plant and animal tissues, but an obvious source would have been animal stomachs. It would have been observed that the stomach of young mammals after slaughter contained curds, especially if the animals had suckled shortly before slaughter; curds would also have been observed in the vomit of human infants. Before the development of pottery (---5000 BC), storage of milk in bags made from animal skins was probably common (as it still is in many countries). Stomachs of slaughtered animals provided ready-made, easily sealed containers; under such circumstances, milk would extract enzymes (chymosin and some pepsin) from the stomach tissue, leading to its coagulation during storage. The properties of rennet-coagulated curds are very different from those produced by isoelectric (acid) precipitation, e.g., they have better syneresis properties which makes it possible to produce low-moisture cheese curd without hardening. Rennet-coagulated curds can, therefore, be converted to a more stable product than acid curds and rennet coagulation has become predominant in cheese manufacture, being exploited for c. 75% of total world production. Although animal rennets were used from early times, rennets produced from a range of plant species, e.g., fig and thistle, also appear to have been common in ancient times. However, plant rennets are not suitable for the manufacture of long-ripened cheese varieties and gastric proteinases from young animals became the standard rennets until a recent shortage of supply made it necessary to introduce 'rennet substitutes'.
While the coagulation of milk by the in situ production of lactic acid was, presumably, accidental, the use of rennets to coagulate milk was intentional. It was, in fact, quite an ingenous invention- if the conversion of milk to cheese by the use of rennets was discovered today, it would be hailed as a major biotechnological discovery! The advantages accruing from the ability to convert the principal constituents of milk to cheese would have been apparent from the viewpoints of storage stability, ease of transport and, presumably, as a means of diversifying the human diet and cheese manufacture became well established in the ancient civilizations of the Middle East, Egypt, Greece and Rome. There are numerous references to cheese and other foods in the Bible (see MacAlister, 1904). Milk and dairy products formed an important part of the diet of peoples of the Near East during Biblical times; indeed Palestine was praised as 'a land flowing with milk and honey' (Exodus 3.8). Animals herded during Biblical times for milk production included goats (e.g., Proverbs 27.27), sheep (e.g., Deuteronomy 14.4) and possibly camels (Genesis 32.15). Cows' milk is rarely specified in the Old Testament, presumably because of the unsuitability of the terrain of the Holy Land for cow pasture. In addition to milk, other foods of dairy origin mentioned in the Bible include curds (perhaps fermented milk: Genesis 18.8; Isaiah 7.22) and butter (Psalms 55.21). There are several clear references in the Old Testament to cheese, e.g., Job (1520 BC, where Job remarks to God 'did Thou not pour me out like milk and curdle me like cheese'; Job 10.10) and Samuel (1170-1017 BC; as a delicacy sent by Jesse to his sons (I Samuel 17.18) and as a gift presented to David (II Samuel 17.29)). Cheese is represented in the tomb art of Ancient Egypt and in Greek literature. Vegetable rennets are mentioned in the first work of European literature; Homer (c. eighth century BC) implies the use of fig rennet in the Iliad ( ' . . . as when fig juice is added to white milk and rapidly coagulates, and the milk quickly curdles as it is stirred, so speedy was his healing of raging Ares.' Iliad 5) and describes the Cyclops, Polyphemus, making ewes' milk cheese in the Odyssey (Book 9) using 'well made dairy vessels' and 'pails swimming with whey'. Other Greek authors who mention cheese include the Father of History, Herodotus (484-408 BC), who referred to 'Scythian cheese' and the philosopher, Aristotle (384-322 BC), who noted that 'Phrygian' cheese was made from the milk of mares and asses. Apparently, cheese was prescribed in the diet for Spartan wrestlers in training. Cheese manufacture was well established in the Roman Empire and was a standard item in the rations
Cheese: An Overview
issued to Roman soldiers. Cheese must have been popular with Roman civilians also and demand exceeded supply, forcing an emperor, Diocletian (AD 284-305), to fix a maximum price for cheese. Many Roman writers, e.g., Cato the Elder (234-149 BC), Varro, Columella and Pliny the Elder, described cheese manufacture and quality and the culinary uses of cheese. Pliny the Elder (AD 23-79) mentioned cheese in his encyclopedia, Historia Naturalis (Book 28) and described its uses in the diet and in medicinal applications. Varro (c. 116-27 Bc; De Agricultura 2.3-2.6) distinguished between 'soft and new cheese' and that which is 'old and dry' and described the Roman cheesemaking season in the spring and summer. Varro briefly described cheese manufacture: to about 2 congii (c. 5.7 L) of milk was added a piece of rennet from the hare or kid (in preference to that from the lamb). Varro described the quantity of rennet to be added as 'the size of an olive', implying that the rennet was solid, perhaps a piece of stomach tissue. If so, then this rennet may be analogous to rennet paste, which is used today for the manufacture of certain Italian cheese varieties (see 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Lipolysis and Catabolism of Fatty Acids in Cheese', Volume 1). Fig latex and vinegar were mentioned by Varro as an alternative rennet and vinegar is also mentioned as a means for coagulating milk (as practised today in the manufacture of some forms of Queso Blanco and Ricotta). However, the most complete ancient description of cheesemaking is given by Lucius Junius Moderatus Columella, a Roman soldier and author from Gades (modern Cadiz), in his treatise on agriculture, De Re Rustica (c. AD 50). A manufacturing procedure for Roman cheese, based on the description of Columella, is given in Fig. 1, which includes many observations and practices recognizable by modern cheesemakers. He recommends that the (raw) milk be held at 'some degree of heat' but warns against over-heating by placing the pail on the flames of a fire. Columella distinguished between cheese with a 'thin consistency' (soft?) which must be sold quickly 'while it is still fresh and retains its moisture' and that with a 'rich and thick consistency' (hard?) which may be held for a long period. Since the concept of pH and the existence of bacteria were unknown in antiquity, no mention is made of starter; the cheese curd was acidified using the adventitious microflora of the raw milk. However, Columella did discuss different types of rennets in some detail. He recommended coagulation using rennet from lamb or kid but states that milk can also be coagulated using flowers of certain thistles (perhaps Cynara cardunculus), seeds of the safflower (Carthamus tinctorius), or sap from the fig tree. Interestingly, Col-
3
PAIL OF MILK (Sheep or goat) Rennet, > weight of denarius (c. 3.4 g) (Lamb, kid or other)
'Some degree of heat' I F (Stand not far from the fire) Coagulum
Drain whey quickly when milk coagulated using wicker baskets or moulds. Aid whey drainage using weights
j WHEY
Curds
~'
I Place cheese in a cool shady place Surface application of dry salt
l
Rind formation Pressing using weights Further application of dry salt Repeat for 9 days Wash cheeses using water
Place cheeses in rows on wickerwork trays Allow them to become 'moderately dry' Pack closely on shelves in an enclosed place not exposed to the wind Cheese becomes 'more tender' I Cheese can be 'exported beyond the sea'
I
CHEESE
"
Figure 1 Flow diagram for the manufacture of a type of Roman cheese based on the description of Columella (De Re Rustica, 7.8.1-7.8.7).
umella recommended that the smallest amount of rennet possible be used to ensure high quality cheese. This may be related to the excessive proteolytic activity of plant proteinases used as rennets which often produce bitter cheese. Whey drainage was through wicker baskets, perhaps analogous to the drainage of whey through moulds in the manufacture of certain soft cheeses (e.g., Camembert). No mention was made by Columella of cooking the curds/whey mixture prior to whey drainage; moisture control seems to have been by pressing the curds during whey drainage or pressing the cheese after salting. Salting was by means of the repeated application of dry salt to the cheese surface (which is still practiced, e.g., in the manufacture of Blue cheese), which encouraged further loss of moisture ('acid liquid'). However, Columella also mentioned brine salting as a method of 'hardening' cheese. The cheeses were washed with water, allowed to form a rind and placed on shelves in an enclosed place 'so that the cheese may remain more
4
Cheese: An Overview
tender'. Interestingly, the comparative form of the adjective used in the Latin text (tenerior) can also be translated as 'more soft'; if this is the intended meaning, it is the first recorded mention of the changes which occur in cheese during ripening. Columella also discussed defects which may occur in cheese, including being 'full of holes' (perhaps mechanical openings as the remedy recommended is increased pressing), too salty or too dry. According to Columella, cheeses were flavoured with herbs and coloured with smoke, practices which persist to a certain extent today. He also described briefly the manufacture of 'hand-pressed' (manu pressure) cheese in which hot water is poured over the curds which are then shaped by hand, a practice perhaps related to the kneading and stretching steps for pasta-filata varieties. Thus, cheesemaking practice appears to have changed little from the time of Columella until the nineteenth century! The great migrations of peoples throughout Europe immediately before and after the fall of the Western Roman Empire must have promoted the further spread of cheese manufacture, as did the Crusaders and other pilgrims of the Middle Ages. Probably, the most important agents contributing to the development of cheese 'technology' and to the evolution of cheese varieties were monasteries and feudal estates. In addition to their roles in the spread of Christianity and in the preservation and expansion of knowledge during the Dark Ages, the monasteries made considerable contributions to the advancement of agriculture in Europe and to the development and improvement of food commodities, notably wine, beer and cheese. Many of our current well-known cheese varieties were developed in monasteries, e.g., Wenslydale (Rievaulx Abbey, Yorkshire), Port du Salut or Saint Paulin (Monastery de Notre Dame du Port du Salut, Laval, France), Fromage de Tamie (Abbey of Tamie, Lac d'Annecy, Geneva), Maroilles (Abbey Moroilles, Avesnes, France) and Trappist (Maria Stern Monastery, Banja Luka, Bosnia). The inter-monastery movement of monks would have contributed to the spread of cheese varieties and probably to the development of new hybrid varieties. The great feudal estates of the Middle Ages were self-contained communities. The conservation of surplus food produced in summer for use during winter was a major activity on such estates and undoubtedly cheese represented one of the more important of these conserved products, along with cereals, dried and salted meats, dried fruits, dried and fermented vegetables, beer and wine. Cheese probably represented an item of trade when amounts surplus to local requirements were available. Within these estates, individuals acquired special skills which were passed on to succeeding generations. The feudal estates evolved into
villages and some into larger communities. Because monasteries and feudal estates were essentially selfcontained communities, it is readily apparent how several hundred distinct varieties of cheese evolved from essentially the same raw material, milk or rennet-coagulated curds, especially under conditions of limited communication. Traditionally, many cheese varieties were produced in quite limited geographical regions, especially in mountainous areas, where communities are isolated. The localized production of certain varieties is still apparent and indeed is preserved for those varieties with controlled designations of origin (Appelation d'Origine ContrOl~e). Regionalization of certain cheese varieties is particularly marked in Spain, Portugal and Italy, where the production of many varieties is restricted to very limited region. Almost certainly, most cheese varieties evolved by accident because of a particular set of local circumstances, e.g., a peculiarity of the local milk supply, either with respect to chemical composition or microflora, an 'accident' during storage of the cheese, e.g., growth of mould or other microorganisms. Presumably, those accidents that led to desirable changes in the quality of the cheese were incorporated into the manufacturing protocol; each variety thus underwent a series of evolutionary changes and refinements. The final chapter in the spread of cheese throughout the world resulted from the colonization of north and south America, Oceania and Africa by European settlers who carried their cheesemaking skills with them. Cheese has become an item of major economic importance in some of these 'new' countries, notably the US, Canada, Australia and New Zealand, but the varieties produced are mainly of European origin, modified in some cases to meet local requirements. Cheese was not manufactured in these regions before colonization by Europeans; in fact, there were no cattle, sheep or goats in Australia, North or South America and there were no land mammals in New Zealand before the arrival of Europeans. For further information on the history of cheese, the reader is referred to Squire (1937), Cheke (1959), Davis (1965), Kosikowski (1977), Scott (1986), Kosikowski and Mistry (1997) and Robinson and Wilbey (1998). For references on Roman agriculture, see White (1970). Cheesemaking remained an art rather than a science until relatively recently. With the gradual acquisition of knowledge on the chemistry and microbiology of milk and cheese, it became possible to direct the changes involved in cheesemaking in a more controlled fashion. Although few new varieties have evolved as a result of this improved knowledge, the existing varieties have become better defined and their quality more consistent.
Cheese: An Overview
Considering the long history of cheesemaking, one might be inclined to the idea that what have come to be regarded as standard varieties have been so for a long time. However, although the names of many current varieties were introduced several hundred years ago (Table 1), these cheeses were not standardized; for example, the first attempt to standardize the wellknown English varieties, Cheddar and Cheshire, was made by John Harding in the mid-nineteenth century. Prior to that, 'Cheddar cheese' was that produced in a particular area in England around the village of Cheddar, Somerset, and probably varied considerably depending on the manufacturer and other factors. Cheese manufacture was a farmstead enterprise until the mid-nineteenth c e n t u r y - the first cheese factory in the US was established near Rome, NY, in 1851 and the first in Britain at Longford, Derbyshire, in 1870. Thus, there were thousands of cheese manufacturers and there must have been great variation within any one general type. This situation persists in a modified form today in Switzerland and Italy where there are a large number of small cheese factories, often grouped together into consortia for the purposes of marketing and quality control. When one considers the very considerable inter-factory, and indeed intra-factory, variations in quality and characteristics which occur today in well-defined varieties, e.g., Cheddar, in spite of the very considerable scientific and technological advances, one can readily appreciate the variations that must have existed in earlier times. Some major new varieties, notably Jarlsberg and Maasdamer, have been developed recently as a consequence of scientific research. Many other varieties have evolved very considerably, even to the extent of becoming new varieties, as a consequence of scientific research and the development of new technology- notable examples are (US) Queso Blanco, various cheeses produced by ultrafiltration and various forms of Quarg. There has been a marked resurgance of farmhouse cheesemaking in recent years; many of the cheeses being produced on farms are not standard varieties and some of these may evolve to become new varieties.
Table 1
First recorded date for some major cheese varieties (Scott, 1986)
Goronzola Schabzieger Roquefort Maroilles Schwangenk&se Grana Taleggio
897 1000 1070 1174 1178 1200 1282
Cheddar Parmesan Gouda Gloucester Stilton Camembert St Paulin
1500 1579 1697 1783 1785 1791 1816
5
A major cause of differences in the characteristics of cheese is the inter-species differences in the composition and physico-chemical characteristics of the milk used. Although milks from several species are used in cheese manufacture, the cow is by far the most important; sheep, goat and buffalo are commercially important in certain areas. Approximately 85, 11, 2 and 2% of total milk is produced from cows, buffalo, sheep and goats, respectively. However, most sheep's and goats' milk is used for cheese manufacture and therefore are disproportionately important; many famous cheese varieties are made from sheep's milk, e.g., Roquefort, Manchego, Feta and all the various Pecorino and Canestrato varieties. There are very significant inter-species differences in the composition of milk which are reflected in the characteristics of the cheeses produced from them. Major inter-species differences of importance in cheesemaking are the concentration and types of caseins, concentration of fat and especially the fatty acid profile, concentration of salts, especially of calcium. There are also significant differences in milk composition between breeds of cattle and these also influence cheese quality, as do variations due to seasonal, lactational and nutritional factors and of course the methods of milk production, storage and collection.
Cheese Science and Technology Cheese is the most diverse group of dairy products and is, arguably, the most academically interesting and challenging. While many dairy products, if properly manufactured and stored, are biologically, biochemically, chemically and physically very stable, cheeses are, in contrast, biologically and biochemically dynamic, and, consequently, are inherently unstable. Throughout manufacture and ripening, cheese production represents a finely orchestrated series of consecutive and concomitant biochemical events which, if synchronized and balanced, lead to products with highly desirable aromas and flavours but when unbalanced, result in off-flavours and odours. Considering that, in general terms, a basically similar raw material (milk from a very limited number of species) is subjected to a manufacturing protocol, the general principles of which are common to most cheese varieties, it is fascinating that such a diverse range of products can be produced. No two batches of the same variety, indeed probably no two cheeses, are identical. A further important aspect of cheese is the range of scientific disciplines involved: study of cheese manufacture and ripening involves the chemistry and biochemistry of milk constituents, fractionation and chemical characterization of cheese constituents, microbiology, enzymology, molecular genetics, flavour
6
Cheese: An O v e r v i e w
chemistry, nutrition, toxicology, rheology and chemical engineering. It is not surprising, therefore, that many scientists have become involved in the study of cheese manufacture and ripening. A voluminous scientific and technological literature has accumulated, including a range of books (e.g., Sammis, 1948; Van Slyke and Price, 1949; Kosikowski and Mocquot, 1958; Davis, 1965, 1967; Kosikowski, 1977; Davies and Law, 1984; Eck, 1984; Scott, 1986; Fox, 1987, 1993; Buch Kristensen, 1995; Kosikowski and Mistry, 1997; Law, 1997, 1999; Robinson and Wilbey, 1998; Eck and Gilles, 2000; Fox et al., 2000) and chapters in many others. In addition, there are numerous encyclopedias or pictorial books, with brief descriptions of cheese, e.g., Simon (1956), Layton (1973), Mair-Waldburg (1974), Cantin (1976), Eekhof-Stork (1976), Christian (1984), Robinson (1995), Jenkins (1996) and Harbutt (1999, 2002). There are also a number of country-specific or variety-specific books, e.g., Squire (1937), Cheke (1959), Fraser (1960), Meyer (1973), Montandon (1981), Rance (1982), Gonzalez and del Cerro (1988), Berger et al. (1989), Anifantakis (1991), Robinson and Tamime (1991), Zehren and Nusbaum (1992), Resmini et al. (1992), Masui and Yamada (1996), Vizzardi and Maffeis (1999), Ottogalli (2001) and Kammerlehner (2003). Most of the above books deal mainly with cheese technology; the present book concentrates on the more scientific aspects of cheese. The book is in two volumes. The more general aspects of cheese manufacture, i.e., molecular properties of rennets, coagulation mechanism, curd syneresis, starters, salting, rheology, the biochemistry of ripening, pre-concentration by uhrafiltration and nutritional aspects, which apply, more or less, to most cheese varieties, are considered
Milk
Manufacture (5-24 h)
in the first volume. The second volume deals with specific aspects of the principal families of cheese. The principal objective of this introductory chapter is to provide an integrated overview of cheese manufacture and to provide some general background for the more detailed later chapters that follow.
Outline of Cheese Manufacture Almost all acid-coagulated and a little rennet-coagulated cheese is consumed fresh, i.e., the flavour, texture and appearance of the cheese are in their final form at the end of curd production and the curds are not subjected to a period of maturation/ripening. The production of acid-coagulated cheeses can be summarized as:
Cheese
Preparation of milk curd Selection Standardization Pasteurization *Others Acidification Coagulation Syneresis (dehydration) Cut Cook Agitation Other operations, e.g., Cheddaring Kneading/stretching Pressing Salting
Milk
Acidification
= Coagulum
Cut/break
(biological chemical) or
Cold-pack cheese ~
~ Curds and whey
1 Cook Separate Wash Curds
Optional flavours/dressings heat homogenize Package Hot-pack cheese
However, the production of the majority of rennetcoagulated cheese varieties can be sub-divided into two well-defined phases, manufacture and ripening, both of which involve a number of processes:
Ripening (2 week-2 year)
Development of characteristic microflora Metabolism of residual lactose Citrate metabolism Proteolysis Lipolysis Secondary reactions Fatty acid catabolism Amino acid catabolism Lactate metabolism
* e.g., bactofugation, microfiltration, addition of colour (annato)
Mature cheese
Cheese: An Overview
The manufacturing phase might be defined as those operations performed during the first 24 h, although some of these operations, e.g., salting and dehydration, may continue over a longer period. Although the manufacturing protocol for individual varieties differs in detail, the basic steps are common to most varieties; these are: acidification, coagulation, dehydration (cutting the coagulum, cooking, stirring, pressing, salting and other operations that promote gel syneresis), shaping (moulding and pressing) and salting. Cheese manufacture is essentially a dehydration process in which the fat and casein in milk are concentrated between 6- and 12-fold, depending on the variety. The degree of dehydration is regulated by the extent and combination of the above five operations, in addition to the chemical composition of the milk. In turn, the levels of moisture and salt, the pH and the cheese microflora regulate and control the biochemical changes that occur during ripening and hence determine the flavour, aroma and texture of the finished product. Thus, the nature and quality of the finished cheese are determined largely by the manufacturing steps. However, it is during the ripening phase that the characteristic flavour and texture of the individual cheese varieties develop. Selection and pre-treatment of cheese milk
Cheese manufacture commences with the selection of milk of high microbiological and chemical quality. The adventitious microflora of milk is normally heterogeneous. Some of these microorganisms, especially the LAB, may be beneficial. Previously, and still for some minor artisanal cheeses, the indigenous LAB were responsible for acid production but selected starter LAB cultures are used for acidification in most cases. Non-starter LAB (NSLAB) probably contribute positively to the ripening of raw milk cheese (see 'Microbiological changes during ripening', 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1) but they are variable and uncontrolled and may be responsible for some of the variability in raw milk cheese. For large-scale cheesemaking operations, it is preferable to kill the NSLAB by pasteurization (although this is not the primary objective of pasteurization). There is increasing interest in inoculating pasteurized milk with selected lactobacilli as an adjunct culture (see 'Secondary and Adjunct Cultures', Volume 1).
7
Some members of the adventitious microflora are undesirable. The most important are number of pathogens, the killing of which is the primary objective of pasteurization (see 'Growth and Survival of Microbial Pathogens in Cheese', Volume 1). Raw milk may also contain several spoilage microorganisms, e.g., coliforms (which are unlikely to be a problem today), psychrotrophs (especially if the milk is cold-stored for a long period) and Clostridiurn tyrobutyricium. Growth of this sporeforming organism during ripening of most cheese varieties results in a defect known as late gas blowing caused by an anaerobic metabolism of lactate to butyrate and H2. Contamination with CI. tyrobutyricum is minimized by good on-farm hygiene, contaminants may be removed by bactofugation or microfiltration, or their growth may be prevented by NaNO3 or lysozyme. Cheesemilk must be free from antibiotics, which totally, or partially, inhibit the starter bacteria; delayed acidification results in an abnormal composition and microflora and consequently in flavour and textural defects and perhaps very significantly in the growth of harmful, pathogenic or food-poisoning microorganisms. All aspects of cheese curd production (rennet coagulation, gel firmness, syneresis) are affected by the chemical composition of the cheesemilk, especially the concentrations of casein, calcium and pH. The specific effects of compositional parameters on various aspects of curd formation will be described in detail in several subsequent chapters. For a comprehensive description of the chemistry of milk and milk constituents, the reader is refered to Fox (1982, 1983, 1985, 1987, 1992, 1995, 1997) and Fox and McSweeney (1998, 2003). In modern commercial practice, milk for cheese is normally cooled to 4 ~ immediately after milking and may be held at about this temperature for several days on the farm and at the factory. Apart from being selective for the development of an undesirable psychrotrophic microflora, cold-storage causes physico-chemical changes (e.g., shifts in calcium phosphate equilibrium and dissociation of some micellar caseins) which have undesirable effects on the cheesemaking properties of milk; these changes are reversed on heating, e.g., at 50~ for 10-20 min or under HTST pasteurization conditions and hence are of no practical significance. However, cold storage after heat treatment aggravates the adverse effects of heating on the rennet coagulation of milk; this effect is known as rennet hysteresis. The composition of most cheeses falls within certain compositional ranges, sometimes with legal status. The most important compositional factors are fat-in-dry matter (FDM), moisture in non-fat substances (MNFS; which is, in effect, the ratio of moisture to protein), moisture, salt (best expressed as salt-in-moisture, S/M) and pH. The values for FDM and MNFS are determined
8
Cheese: An Overview
mainly by the composition of the cheesemilk and extent of syneresis, respectively. The composition of milk should be adjusted to give the desired values of fat and protein. Previously, the ratio of fat:protein was altered by natural creaming (which is still used for Parmigiano-Reggiano, Grana Padano and some other Italian cheeses) or by the addition of cream or skim milk. It is now possible, and commercially practiced to an increasing extent, to adjust the concentrations, as well as the ratio, of fat and protein in the cheesemilk by manipulating the fat content of the milk together with protein standardization using low concentration factor ultrafiltration. These operations improve the cheesemaking characteristics of the milk and increase and standardize the yield of curd. Owing to the importance of Ca 2+ in various aspects of cheese manufacture and quality (see 'Rennets: General and Molecular Aspects', 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1), it is common practice to supplement cheesemilk with CaC12. pH is also a critical factor in cheesemaking and since the pH of milk varies (e.g., increases with advancing lactation and during mastitic infection), it is recommended that the pH should be standardized, preferably using the acidogen, gluconic acid-g-lactone. Although raw milk is still used in both industrial and farmhouse cheesemaking, most cheesemilk is pasteurized, usually immediately before use. Pasteurization alters the indigenous microflora and facilitates the manufacture of cheese of more uniform quality, but unless due care is exercised, it may damage the rennet coagulability and curd-forming properties of the milk, as will be discussed in 'Rennet-induced Coagulation of Milk', Volume 1. Even when milk is properly pasteurized, the resulting cheese develops a less intense flavour and ripens more slowly than raw milk cheese. Several heatinduced changes, e.g., killing of indigenous microorganisms, inactivation of indigenous milk enzymes and partial denaturation of whey proteins and their interaction with micellar K-casein, could be responsible for these changes. The relative contribution of these factors to the differences between cheeses made from raw or pasteurized milk has been an active area of research in recent years (see Fox et al., 2000; 'The Microbiology of Cheese Ripening', 'Raw Milk Cheeses' and 'Biochemistry of Cheese Ripening: Introduction and Overview', Volume 1). A number of approaches have been used to render cheesemilk free from its indigenous microflora or to inhibit the growth of NSLAB in order to study their contribution to ripening. Non-starter lactic acid bacteria have been removed physically from raw
skim milk by microfiltration (e.g., McSweeney et al., 1993; Beuvier et al., 1997), environmental contamination has been minimized by manufacturing cheese under strictly controlled microbiological conditions (McSweeney et al., 1994), ripening cheese at a low (c. 1 ~ temperature to reduce the growth rate of NSLAB (Shakeel-Ur-Rehman et al., 2000b,c) and the use of antibiotics to inhibit the growth of NSLAB (ShakeelUr-Rehman et al., 1999). Attempts have been made to mimic the NSLAB microflora of raw milk cheese by adding selected strains of NSLAB (see Lynch et al., 1999) to pasteurized cheesemilk or by inoculating pasteurized cheesemilk with raw milk (by blending a low level, e.g., 1%, of raw milk with pasteurized milk; Shakeel-Ur-Rehman et al., 2000a). The results of these studies suggest that heat-induced changes to the microflora of raw milk are the major cause of the differences between raw and pasteurized milk cheeses. However, denaturation of certain indigenous enzymes, particularly lipoprotein lipase, may contribute to the observed differences. Pasteurization of cheesemilk minimizes the risk of cheese serving as a vector for food-poisoning or pathogenic microorganisms, so that even high-quality raw milk may be unacceptable for cheese manufacture. In addition to rendering milk safe from a public health viewpoint, pasteurization renders good quality raw milk almost free of bacteria and improves the consistency of cheese. Pasteurization of milk is essential for the production of cheese of consistent quality in the large, highly mechanized factories that are common today. Although more consistent than cheese made from raw milk, it is also less highly flavoured. To increase the intensity of the flavour of cheese made from pasteurized milk, it is becoming increasingly common to inoculate pasteurized milk with selected organisms, usually lactobacilli, isolated from good quality raw milk cheese (see Lynch etal., 1999; 'Secondary and Adjunct Cultures' and 'The Microbiology of Cheese Ripening', Volume 1). Thermization (--65 ~ • 15 s) of cheesemilk on arrival at the factory is common or standard practice in some countries. The objective of thermization is to control psychrotrophs and the milk is normally pasteurized before cheesemaking. Microfiltration and bactofugation may be used to remove spores from milk to avoid the defect known as late gas blowing (see 'The Microbiology of Cheese Ripening', Volume 1). Not more than 75% of the total protein in milk is recovered in rennet-coagulated cheeses. Obviously, a considerable economic advantage would accrue if some or all of the whey proteins could be incorporated into the cheese. Ultrafiltration (UF) offers a means for accomplishing this, with considerable
Cheese: An Overview
success in the case of semi-soft or soft cheeses, especially Feta and Quarg, but with less success for hard and semi-hard varieties. The application, and associated problems, of UF in cheese manufacture is comprehensively reviewed in 'Application of Membrane Separation Technology to Cheese Production', Volume 1. An alternative approach is to heat denature the whey proteins (e.g., 90 ~ • 1 min) to induce their interaction with the casein micelles. Normally, such severe heat treatments are detrimental to the renneting properties of milk but the effects can be off-set by acidification or supplementation with calcium (see 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1). In the authors' experience, yield increases of up to 8% can be achieved by this approach, while retaining acceptable quality. However, to the authors' knowledge, the technique is not used commercially except for Quarg, e.g., the thermo-Quarg process (see 'Acid- and Acid-Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties', Part B Cottage Cheese', and Part C 'Acid-heat Coagulated Cheeses', Volume 2). Acidification
One of the basic operations in the manufacture of most, if not all, cheese varieties is a progressive acidification throughout the manufacturing stage, i.e., up to 24 h, and, for some varieties, during the early stages of ripening also, i.e., acidification commences before and transcends the other manufacturing operations. Acidification is normally via in situ production of lactic acid, although pre-formed acid or acidogen (usually gluconic acid-g-lactone) is now used to directly acidify curd for some varieties, e.g., Mozzarella, UF Feta-type and Cottage cheese. Until relatively recently, and still in some cases, especially in artisanal varieties, the indigenous microflora of milk was relied upon for acid production. Since this was probably a mixed microflora, the rate of acid production was unpredictable and the growth of undesirable bacteria led to the production of gas and off-flavours. It is now almost universal practice in industrial cheesemaking to add a culture (starter) of selected lactic acid-producing bacteria to raw or pasteurized cheesemilk to achieve a uniform and predictable rate of acid production. For cheese varieties that are cooked to not more than 40 ~ a starter consisting of Lactococcus lactis subsp. lactis and/or Lc. lactis subsp, cremoris is normally used while cultures of Streptococcus therrnophilus and a Lactobacillus spp. (Lb. delbrueckii subsp, bulgaricus, Lb. delbrueckii subsp, casei, Lb. delbrueckii subsp, lactis or Lb. helveticus) or a Lactobacillus culture alone is
9
used for varieties that are 'cooked' to higher temperatures, e.g., Swiss and hard Italian varieties. Probably the earliest form of starters were 'slopback' c u l t u r e s - a sample of whey from one day's cheesemaking was incubated overnight and used as a starter culture on the following day. Such starters are still used for some high-cook cheese varieties (e.g., Parmigiano-Reggiano and Grana Padano). Incubation of hot whey is selective for thermophilic microorganisms and although slop-back cultures are very heterogeneous, they work well if managed carefully. Originally, and still for many varieties, mixed-strain mesophilic starters were used for low-cook cheese. Because the bacterial strains in these starters may be phage-related (i.e., subject to infection by a single strain of bacteriophage) and also because the strains in the mixture may be incompatible, thereby leading to the dominance of one or a few strains, the rate of acid production by mixed-strain starters is variable and unpredictable, even when the utmost care in their selection and handling is exercised. To overcome these problems, single-strain mesophilic starters were introduced in New Zealand about 1935. Unfortunately, many of the fast acid-producing, single-strain starters produced bitter cheese, the cause(s) of which will be discussed in 'Starter Cultures: General Aspects', Volume 1. This problem was resolved by using selected pairs of fast and slow acid producers. Defined-strain mesophilic starters are widely used in many countries, frequently consisting of a combination of 2-6 selected, phage-unrelated strains which give very reproducible rates of acid production if properly selected and maintained. The use of defined-strain thermophilic starters is becoming more common. The science and technology of starters have become highly developed and specialized; 'Starter Cultures: General Aspects', Volume 1, is devoted to these developments. Acid production at the appropriate rate and time is the key step in the manufacture of good quality cheese (excluding the enzymatic coagulation of the milk, which is a sine qua non for rennet-coagulated cheese varieties). Acid production affects several aspects of cheese manufacture, many of which will be discussed in more detail in later chapters, i.e.: 9 Coagulant activity during coagulation. 9 Denaturation and retention of the coagulant in the curd during manufacture and hence the level of residual coagulant in the curd; this influences the rate of proteolysis during ripening, and may affect cheese quality. 9 Strength of the coagulum, which influences cheese yield.
10
Cheese: An Overview
9 Gel syneresis, which controls cheese moisture and hence regulates the growth of bacteria and the activity of enzymes in the cheese; consequently, it strongly influences the rate and pattern of ripening and the quality of the finished cheese. 9 The rate of pH decrease determines the extent of dissolution of colloidal calcium phosphate which modifies the susceptibility of the caseins to proteolysis during manufacture, influences the rheological properties of the cheese, e.g., compare the texture of Emmental, Gouda, Cheddar and Cheshire cheese, and determines the meltability and stretchability of cheese curd (e.g., Mozzarella and Pizza cheese). 9 Acidification controls the growth of many species of bacteria in cheese, especially pathogenic, food poisoning and gas-producing microorganisms; in fact, properly made cheese is a very safe product from the public health viewpoint. In addition to producing acid, many starter bacteria produce bacteriocins that also restrict or inhibit the growth of non-starter microorganisms.
'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. In a few special cases, e.g., Domiati, a high level of NaC1 (10-12%) is added to the cheesemilk, traditionally to control the growth of the indigenous microflora. This concentration of NaC1 has a major influence, not only on acid development, but also on rennet coagulation, gel strength and syneresis (cf., 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1).
Mesophilic Lactococcus spp. are capable of reducing the pH of cheese to - 4 . 6 and Lactobacillus spp. to somewhat lower values, perhaps 3.8. The natural ultimate pH of cheese curd falls within the range 4.6-5.1. However, the period required to attain the ultimate pH varies from --5 h for Cheddar to 6-12 h for Blue, Dutch and Swiss varieties. The differences arise from the amount of starter added to the cheesemilk (0.2-5%), the cooking temperature and schedule which may retard the growth of the starter microorganisms and the rate of subsequent cooling of the curd. The level and method of salting have a major influence on pH changes in cheese. The concentration of NaC1 in cheese (commonly 0.7-4%, i.e., 2-10% salt in the moisture phase) is sufficient to halt the growth of starter bacteria. Some varieties, mostly of British origin, are salted by mixing dry salt with the curd towards the end of manufacture and hence the pH of curd for these varieties must be close to the ultimate value (---pH 5.1) at salting. However, most varieties are salted after moulding by immersion in brine or by application of dry salt on the surface; as discussed in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1, salt diffusion in cheese moisture is a slow process and thus there is ample time for the pH to decrease to - 5 . 0 before the salt concentration becomes inhibitory. The pH of the curd for most cheese varieties, e.g., Swiss, Dutch, Tilsit, Blue, etc., is 6.2-6.5 at moulding and pressing but decreases to - 5 during or shortly after pressing and before salting. The significance of various aspects of the concentration and distribution of NaC1 in cheese will be discussed in
The majority of cheeses are produced by enzymatic (rennet) coagulation. With a few exceptions (e.g., Serra da Estrela (Portugal) in which acid proteinases from the flowers of the cardoon thistle, Cynara cardunculus, are used), acid (aspartyl) proteinases of animal or fungal origin are used. Rennet from the stomachs of young animals (calves, kids, lambs, buffalo) was used traditionally. The principal enzyme in rennet prepared from young animal stomachs is chymosin ('--95% of total milk-clotting activity), with a little pepsin. However, limited supplies of such rennets (due to the birth of fewer calves and an increasing trend in many countries to slaughter calves at an older age than previously), concomitant with a worldwide increase in cheese production, have led to a shortage of calf rennet and consequently rennet substitutes (usually bovine or porcine pepsins and less frequently, chicken pepsin, and the acid proteinases from Rhizomucor miehei and less frequently R. pusillus or Cryphonectria parasitica) are now used widely for cheese manufacture in many countries with more or less satisfactory results. The calf chymosin gene has been cloned in Kbryveromyces lactis, E. coli and Aspergillus niger and chymosin from these organisms is now widely used. Reviews on rennet substitutes include Sardinas (1972), Ernstrom and Wong (1974), Nelson (1975), Sternberg (1976), Green (1977), De Koning (1979), Phelan (1985), Fox and McSweeney (1997). The molecular and enzymatic properties of calf chymosin and other acid proteinases used as rennets are reviewed in detail in 'Rennets: General and Molecular Aspects', Volume 1.
Coagulation
The essential characteristic step in the manufacture of all cheese varieties is coagulation of the casein component of the milk protein system to form a gel which entraps the fat, if present. Coagulation may be achieved by: 9 limited proteolysis by selected proteinases; 9 acidification to pH --~4.6; 9 acidification to about pH 5.2 in combination with heating to - 9 0 ~
Cheese: An Overview
Although it appears to have been recognized since 1917 (see Berridge, 1942) that milk is not coagulated by rennet at low temperatures, Berridge (1942) is usually credited with clearly demonstrating that the rennetcatalysed coagulation of milk occurs in two phases: a primary enzymatic phase and a secondary nonenzymatic phase. The primary phase has a temperature coefficient (Q10) of---2 and occurs in the range 0-50 ~ while the secondary phase has a Q10 of --~16 and occurs very slowly or not all at temperatures <---18 ~ The two phases can thus be readily separated by performing the primary phase at a low temperature, e.g., --~10 ~ when cold-renneted milk is warmed, coagulation occurs very quickly. Cold renneting, followed by rapid warming, forms the basis of attempts to develop methods for the continuous coagulation of milk but such approaches have not been successful commercially. Normally, the two phases of rennet coagulation overlap to some extent, the magnitude of overlap being quite extensive at low pH, high temperature and in milk concentrated by ultrafiltration. The primary phase of rennet action appears to have been recognized, in general terms, by Hammersten, during the period 1880-1890, who reported the formation of small peptides during renneting. Richmond (1899) described the action of rennet as follows: 'the action of rennet is to split the casein into a dyscaseose, the calcium salt of which is insoluble and which forms a curd, and a soluble caseose; the insoluble curd carries down with it a large portion of the fat.' The coagulation of milk attracted quite a lot of interest during the early part of the twentieth century. For example, Alexander (1910, 1912) proposed that the casein in milk exists as an unstable colloid which is protected and stabilized by the whey protein, lactalbumin (He was probably the first to use the idea of a 'protective colloid' in casein chemistry); he proposed that rennet coagulated milk by hydrolysing (destroying) the protective colloid. The protective colloid (Schutzcolloid) hypothesis of the colloidal stability of casein and the rennet coagulation of milk was supported by Marui (1926) and Linderstr~m-Lang (1929) but not by Palmer and Richardson (1925) and Palmer (1935) who claimed that increased sensitivity of rennetaltered casein was responsible for the rennet-induced coagulation of milk rather than the destruction of a protective colloid. The early literature on the rennet coagulation of milk was reviewed by Palmer and Richardson (1925) and Palmer (1935) and in a long series of articles in Le Lait by Porcher (1929, 1930, 1931). However, a full explanation of the process had to await the isolation of the casein micelle-protective protein, n-casein, by Waugh and von Hippel (1956). These workers showed that the protective capacity of
11
K-casein was destroyed on renneting and Wake (1959) demonstrated that K-casein is the only milk protein hydrolysed during the primary phase of rennet action. Only one peptide bond, Phel05~Metl06, is hydrolysed (Delfour et al., 1965), resulting in the release of the hydrophilic C-terminal segment of K-casein (the (caseino)macropeptides, some of which are glycosylated). The unique sensitivity of the P h e ~ M e t bond of K-casein, hydrolysis of which occurs optimally at pH 5.1-5.5 has been the subject of extensive study since 1965 and this work is reviewed in 'Rennetinduced Coagulation of Milk', Volume 1. The visual coagulation of milk is really only the start of the gelation process which continues for a considerable period thereafter. Although these post-coagulation changes determine many of the critical cheesemaking properties of the gel, e.g., curd tension (which influences cheese yield) and syneresis properties (which determine the moisture content and hence the ripening profile of the cheese), it is perhaps the least well-understood phase of the cheesemaking process. The recent literature on aspects of the post-visual coagulation phase is reviewed in 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1. Post-coagulation operations
A rennet-coagulated milk gel is quite stable if maintained under quiescent conditions but if it is cut or broken, it syneresis rapidly, expelling whey. The rate and extent of syneresis are influenced, inter alia, by how finely the coagulum is cut (small pieces promote syneresis; the coagulum for high-moisture cheeses is not cut but is ladeled into moulds), milk composition, especially [Ca 2+] and [casein], pH, cooking temperature, rate of stirring of the curd-whey mixture and of course, time (see 'The Syneresis of Rennet-coagulated Curd', Volume 1). The composition of the finished cheese is to a very large degree determined by the extent of syneresis and since this is under the control of the cheesemaker, the differentiation of the individual cheese varieties really begins at this stage, although the composition of cheesemilk, the amount and type of starter and the amount and type of rennet are also significant in this regard. The temperature to which the curds are cooked varies from ---30 ~ (i.e., no cooking) for high-moisture cheeses (e.g., Camembert) to ---55 ~ for low-moisture cheese (e.g., Parmigiano-Reggiano). After cooking, the curds and whey are separated by various, variety-specific techniques. The curds for most varieties are transferred to moulds where further drainage and acidification occur. Curds that have undergone extensive syneresis in the vat (i.e., have a
12
Cheese: An Overview
low moisture content) are pressed in the moulds, sometimes according to a programmed increase in pressure, with the objective of fusing the curds and rendering the cheeses free from mechanical openings and reducing the moisture content further. The curds for two families of cheese, Cheddar and pasta-filata, are subjected to special treatments prior to moulding. Cheddar-type cheese undergoes a process called 'cheddaring'. In the traditional process, the drained curds are piled into two beds in the vat, separated by a channel for whey drainage. The beds of curd are cut into blocks, - 1 0 cm side, which are inverted every 15 min and later piled two or three blocks high. This process continues for ---2 h until the pH decreases to ---5.4. During cheddaring, the blocks of curd flow slightly and the cheese acquires a fibrous texture similar to that of cooked chicken breast meat. In the modern mechanized process, the drained curds are transferred pneumatically to a tower (---10 m tall) or to a moving belt; in the tower or on the belt, the mass of curds flows slightly but much less than in the traditional process. Previously, it was believed that the flow during cheddaring was essential for the texture of Cheddar, but it is likely that the most important change during cheddaring is acidification which dissolves the CCP - when the Ca:protein ratio decreases to a certain value, the texture assumes the characteristics of Cheddar cheese. The manufacture of Mozzarella curd is similar to that for Cheddar up to the point at which the pH decreases to ---5.4. The acidified curds are then heated in hot water to 60-65 ~ kneaded and stretched. It is claimed that the kneading and stretching are essential for the characteristic fibrous texture and stretchability of Mozzarella. However, it may be that the function of heating and kneading is simply to inactivate enzymes and kill bacteria and, in effect, to stabilize the characteristics of the cheese. Heating and kneading were probably introduced originally to control the microflora of cheese curd produced from milk of poor microbiological quality. The unique manufacturing schedule for the specific varieties is not considered in this book and the interested reader is referred to appropriate texts (e.g., Van Slyke and Price, 1949; Davis, 1965, 1967; Kosikowski, 1977; Eck, 1984; Scott, 1986; Robinson, 1995; Kosikowski and Mistry, 1997; Robinson and Wilbey, 1998; Eck and Gilles, 2000). Some chemical and physico-chemical aspects of the manufacture of the major cheese families are discussed in Volume 2. Flow diagrams for some important cheese varieties are shown in Fig. 2. The last manufacturing operation is salting. While salting contributes to syneresis ( - 2 kg H 2 0 are lost per kg NaC1 taken up), it should not be used as a means of
controlling the moisture content of cheese. Salt has several functions in cheese which are described in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. Although salting should be a very simple operation, quite frequently it is not performed properly, with consequent adverse effects on cheese quality. As indicated previously, cheese manufacture is essentially a dehydration process. With the development of ultrafiltration as a concentration process, it was obvious that this process would have applications in cheese manufacture, e.g., for standardizing cheesemilk with respect to fat and casein, or for the preparation of a concentrate with the composition of the finished cheese, commonly referred to as 'pre-cheese'. Standardization of cheesemilk by adding UF concentrate (retentate) is now common in some countries and the manufacture of precheese has been successful commercially for a range of soft and semi-soft cheese varieties (see 'Application of Membrane Separation Technology to Cheese Production', Volume 1). Ripening
Some cheeses, mainly acid-coagulated varieties, are consumed fresh and such cheeses constitute a major proportion of the cheese consumed in some countries; the principal acid-curd cheeses are described in ' A c i d - a n d Acid-Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties', Part B Cottage Cheese' and Part C 'Acid-heat Coagulated Cheeses', Volume 2. However, most cheese varieties undergo a period of ripening (curing, maturation) which varies from - 2 weeks (e.g., for Mozzarella) to :>2 years (e.g., Parmigiano-Reggiano or extramature Cheddar), the duration of ripening being generally inversely related to the moisture content of the cheese. Many varieties may be consumed at any of the several stages of maturity, depending on the flavour preferences of consumers and economic factors. Although curds for different cheese varieties are recognizably different at the end of manufacture (mainly as a result of compositional and textural differences arising from differences in milk compositional and processing factors), the unique characteristics of the individual cheeses develop during ripening, although in most cases the biochemical changes that occur during ripening, and hence the flavour, aroma and texture of the mature cheese, are largely pre-determined by the manufacturing process, i.e., by composition, especially moisture, NaC1 and pH, by the type of starter and in many cases by secondary inocula added to, or gaining access to, the cheesemilk or curd.
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14 Cheese: An Overview During ripening, an extremely complex set of biochemical changes occur through the catalytic action of the following agents: 9 coagulant; 9 indigenous milk enzymes, especially plasmin and lipoprotein lipase, which are particularly important in cheese made from raw milk; 9 starter bacteria and their enzymes; 9 secondary microflora and their enzymes. This secondary microflora may arise from the adventitious microorganisms in milk that survive pasteurization or gain entry to the milk after pasteurization, e.g., Lactobacillus, Pediococcus, Micrococcus, or they may be inoculated as secondary starter, e.g., Propionibacterium in Swiss cheese, Penicillium roqueforti in Blue varieties, P. camemberti in Camembert or Brie, or the cheese may acquire a surface microflora from the environment during ripening, e.g., the complex Gram-positive microflora of smear-ripened cheeses such as Tilsit, Limburger, etc. In many cases, the characteristics of the finished cheese are dominated by the metabolic activity of these microorganisms. The primary biochemical changes which occur during ripening involve the metabolism of residual lactose and of lactate and citrate, lipolysis and proteolysis which are described in 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', Volume 1. These primary changes are followed and overlapped by a host of secondary catabolic changes, including the various reactions involving amino acid catabolism (transamination, deamination, decarboxylation and various lyase activities 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1), fatty acid catabolism and related reactions (]3-oxidation of fatty acids, esterification, formation of thioesters) and the catabolism of lactic acid to CO2 and H20 or the propionic, acetic or butyric acids and CO2 or H2. While it is not possible to review the biochemistry involved in the ripening of all individual cheese varieties, an overview of the principal ripening reactions is presented in 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1. The rheological properties of cheese are reviewed in 'Rheology and Texture of Cheese', Volume 1. Microbiological changes which occur during ripening are discussed
in 'The Microbiology of Cheese Ripening', Volume 1 and the volatile flavour compounds in cheese and sensory properties of cheese are discussed in 'Sensory Character of Cheese and its Evaluation' and 'Instrumental Techniques', respectively, of Volume 1. More detailed discussions of specific aspects of the ripening of the principal families of cheese, extra-hard varieties, Cheddar, Gouda, Swiss-type cheese, mould ripened varieties, pasta-filata cheeses and sheep's and goats' milk are given in Volume 2 together with discussion of processed cheese products and the uses of cheese as a food ingredient. While most people consume cheese principally for its organoleptic qualities, it must be remembered that cheese is a very valuable source of nutrients, especially protein, calcium and phosphorus; see 'Nutritional Aspects of Cheese', Volume 1. Cheese is the quintessential convenience food which can be consumed in many forms without preparation. In addition, a large proportion of cheese (50-70%) is used as an ingredient (see 'Cheese as an Ingredient', Volume 2) or converted to more stable, more convenient products by heat treatment to yield processed cheeses which are discussed in 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2.
C h e e s e Production and C o n s u m p t i o n World cheese production was ---16.5 • 100 tonnes in 2002 and has increased at an average annual rate of---3% over the past 20 years. Europe, with a production of "--8.7 • 106 tonnes per annum ('--53% of world production) is the largest producing region; North and Central America produces - 2 8 % of world cheese. The production of cheese by country and region are shown in Table 2. Cheese consumption varies widely between countries, even within Europe; it is noteworthy that with the exceptions of Israel and the Dutch Antilles, no Asian, African or South American country is listed among the top 23 cheese-consuming countries (Table 3). Cheese consumption in most countries for which data are available has increased considerably since 1970. Thus, while cheese manufacture is practised worldwide, it is apparent from Tables 2 and 3 that cheese is primarily a product of European countries and those populated by European emigrants. However, cheese in some form is produced in most countries throughout the world and some interesting minor varieties are produced in 'non-dairying' countries (see Phelan et al., 1993).
Cheese: An O v e r v i e w
Table 2
15
Production of all types of cheese (tonnes) in 2001 (source: www.FAO.org)
World
Africa Asia Europe (total) European Union (15) North and Central America South America Oceania Developed countries Developing countries Albania Algeria Angola Argentina Armenia Australia Austria Azerbaijan, Republic of Bangladesh Belarus Belgium-Luxembourg Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Bulgaria Canada Chile China Colombia Costa Rica Croatia Cuba Cyprus Czech Republic Denmark Dominican Republic Ecuador Egypt El Salvador Eritrea Estonia Ethiopia Finland France Georgia Germany Greece Guatemala Honduras Hungary Iceland Iran, Islamic Rep of Iraq
16507068
704227 1039789 8674772 6834006 4653978 709686 724615 14145817 2361251 12050 1540 1230 420000 2616 444000 145320 10750 1000 54497 65000 44 6834 8700 2214 38500 46150 359720 57184 217250 52500 6861 21879 14500 5030 139074 300000 2500 7265 465000 2400 312 15500 3975 106000 1666850 75 1773000 236200 11100 8975 89240 4860 199168 30586
Ireland Israel Italy Japan Jordan Kazakhstan Kenya Kyrgyzstan Latvia Lebanon Lithuania Macedonia,The Fmr Yug Rp Malta Mauritania Mexico Moldova, Republic of Mongolia Morocco Myanmar Namibia Netherlands, The New Zealand Nicaragua Niger Nigeria Norway Oman Panama Peru Poland Portugal Romania Russian Federation Slovakia Slovenia South Africa Spain Sudan Sweden Switzerland Syrian Arab Republic Tajikistan Tanzania, United Rep of Tunisia Turkey Turkmenistan Ukraine United Kingdom United States of America Uruguay Uzbekistan Venezuela, Boliv Rep of Yemen Yugoslavia, Fed Rep of Zambia Zimbabwe
9375O 102029 1020712 123000 3662 6750 210 3500 12400 21564 57900 1540 282 2058 153861 5250 1260 7716 31976 7O 660000 280615 13195 14655 6955 81700 824 7866 8934 460100 72800 37500 433000 54660 21684 36000 180374 151000 132000 162300 93475 6715 2000 6420 126156 1600 109000 382000 4073000 29320 20675 89150 11185 11500 773 2100
16
Cheese: An Overview
Table 3
Supply of cheese (kg per caput per annum) in 2000 (source: www.FAO.org)
World Greece France Netherlands, The Italy Austria Germany Sweden Israel Netherlands Antilles Iceland Denmark Norway United States of America Switzerland Finland Belgium-Luxembourg Czech Republic Estonia Malta Argentina Canada Poland New Zealand Lebanon Slovakia Australia United Kingdom Hungary Portugal Ireland Slovenia Egypt Kuwait Spain Bermuda Barbados Cyprus Saint Lucia Syrian Arab Republic Grenada Croatia Lithuania French Polynesia New Caledonia Sudan Bulgaria Trinidad and Tobago Venezuela, Boliv Rep of Albania Panama Latvia United Arab Emirates Bahamas Belarus Belize Bosnia and Herzegovina Chile
2.6 25.4 23.6 22.5 20.5 19.2 18.9 17.4 16.7 16.2 15.5 15.1 15.1 14.9 14.8 14.1 13.7 13.5 13.1 13.0 12.2 11.8 11.1 10.2 9.7 9.4 9.2 9.2 8.9 8.8 8.5 8.1 7.0 6.7 6.3 6.0 5.8 5.7 5.5 5.4 5.3 5.2 5.0 4.8 4.8 4.8 4.5 4.3 4.2 4.1 4.1 3.9 3.9 3.8 3.8 3.8 3.7 3.7
Iran, Islamic Rep of Russian Federation Saudi Arabia Uruguay Botswana Japan Antigua and Barbuda Swaziland Jordan Mauritius Mexico Turkey Macedonia,The Fmr Yug Rp Dominica Romania Saint Vincent/Grenadines El Salvador Cuba Honduras Libyan Arab Jamahiriya Jamaica Costa Rica Guyana Iraq Ukraine Yugoslavia, Fed Rep of Azerbaijan, Republic of Niger Colombia Guatemala Moldova, Republic of Saint Kitts and Nevis Suriname Taji kistan Uzbekistan Seychelles South Africa Tunisia Yemen Bolivia Mauritania Algeria Armenia Dominican Republic Kyrgyzstan Myanmar Ecuador Korea, Republic of Nicaragua Cape Verde Kazakhstan Mongolia Brunei Darussalam Fiji Islands Maldives Morocco Paraguay Peru
3.0 2.9 2.8 2.8 2.7 2.6 2.3 2.3 2.2 2.2 2.0 2.0 1.9 1.8 1.8 1.8 1.7 1.6 1.6 1.6 1.5 1.4 1.4 1.4 1.4 1.4 1.3 1.3 1.2 1.2 1.2 1.2 1.1 1.1 1.1 1.0 0.9 0.9 0.9 0.8 0.8 0.7 0.7 0.7 0.7 0.7 0.6 0.6 0.6 0.5 0.5 0.5 0.4 0.4 0.4 0.4 0.4 0.4
Brazil Gabon Turkmenistan Vanuatu China Malaysia Philippines Zimbabwe Angola Djibouti Eritrea Ethiopia Gambia Georgia Haiti Kiribati Lesotho Liberia Nigeria Senegal Tanzania, United Rep of Zambia Bangladesh Benin Burkina Faso Burundi Cambodia Cameroon Central African Republic Chad Comoros Congo, Dem Republic of Congo, Republic of C6te d'lvoire Ghana Guinea Guinea-Bissau India Indonesia Kenya Madagascar Malawi Mali Mozambique Namibia Nepal Pakistan Papua New Guinea Sao Tome and Principe Sierra Leone Solomon Islands Sri Lanka Thailand Togo Uganda Viet Nam
0.3 0.3 0.3 0.3 0.2 0.2 0.2 0.2 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Cheese: An Overview
References Alexander, J. (1910). Some colloid- chemical aspects of digestion, with ultramicroscopic observations. J. Am. Chem. Soc. 32,680-687. Alexander, J. (1912). The rennin coagulation of milk from a colloid - chemical standpoint. Proc. 8th Int. Congress Appl. Chem. pp. 12-14. Anifantakis, E.M. (1991). Greek Cheeses: A Tradition of Centuries. National Dairy Committee of Greece, Athens. Berger, W., Klostermeyer, H., Merkenich, K. and Uhlmann, G. (1989). Die Schmalzkascherstellung. BK Ladenburg, Ladenburg, Germany. Berridge, NJ. (1942). The second phase of rennet coagulation. Nature 149, 194-195. Beuvier, E., Berthaud, K., Cegarra, S., Dasen, A., Pochet, S., Buchin, S. and Duboz, G. (1997). Ripening and quality of Swiss-type cheese made from raw, pasteurized or microfiltered milk. Int. Dairy J. 7, 311-323. Buch Kristensen, J.M. (1995). Cheese Technology - A Northern European Approach. International Dairy Books, Aarhus, Denmark. Burkhaher, G. (1981). Catalogue of Cheeses. Document 141. International Dairy Federation, Brussels. Cantin, C. (1976). Guide Pratique des Fromages. Solar Editeur, Paris. Cheke, V. (1959). The Story of Cheesemaking in Britain. Routledge & Kegan Paul, London. Christian, G. (1984). World Guide to Cheese (English translation by S. Harris). Amoldo Mondadori Editore S.p.A., Milan. Davies, EL. and Law, B.A., eds (1984). Advances in the Microbiology and Biochemistry of Cheese and Fermented Milk. Elsevier, London. Davis, J.G. (1965). Cheese, Vol. 1, Basic Technology: Vol. 2: Bibliography. Churchill Livingstone, London. Davis, J.G. (1967). Cheese, Vol. III, Manufacturing Methods: Vol. IV: Bibliography. Churchill Livingstone, London, 1976, Paddington Press Ltd., London. De Koning, P.J. (1979). Rennet and its substitutes. Document 126. International Dairy Federation, Brussels. pp. 11-15. Delfour, A.,Jolles, J., Alais, C. andJolles, P. (1965). Caseino-glycopeptides: characterization of a methionine residue and of the N-terminal sequence. Biochem. Biophys. Res. Commun. 19,452-455. Eck, A., ed. (1984). Le Fromage. Lavoisier, Paris. Eck, A. and Gilles, J.-C. (2000). Cheesemaking from Science to Quality Assurance. Technique and Documentation, Paris. Eekhof-Stork, N. (1976). World Atlas of Cheese. Paddington Press Ltd, London. Ernstrom, C.A. and Wong, N.P. (1974). Milk clotting enzymes and cheese chemistry, in, Fundamentals of Dairy Chemistry, 2nd edn, Webb, B.H., Johnson A.H. and Alford, J.A., eds, AVI Publishing Co. Inc., Westport, CT. pp. 662-771. Fox, P.E, ed. (1982). Developments in Dairy Chemistry- 1 Proteins. Applied Science Publishers, London. Fox, P.E, ed. (1983). Developments in Dairy Chemistry- 2 Lipids. Applied Science Publishers, London. Fox, P.E, ed. (1985). Developments in Dairy Chemistry- 3 Lactose and Minor Constituents. Elsevier, London.
17
Fox, P.E, ed. (1987). Cheese: Chemistry, Physics and Microbiology, Vols 1 and 2. Elsevier, London. Fox, P.E, ed. (1992). Advanced Dairy Chemistry, Vol. 1, Proteins. Elsevier, London. Fox, P.E, ed. (1993). Cheese: Chemistry, Physics and Microbiology, Vols 1 and 2, 2nd ed. Chapman & Hall, London. Fox, RE, ed. (1995). Advanced Dairy Chemistry, Vol. 2, Lipids. Chapman & Hall, London. Fox, P.E, ed. (1997). Advanced Dairy Chemistry, Vol. 3, Lactose, Water, Salts and Vitamins. Chapman & Hall, London. Fox, P.E and McSweeney, P.L.H. (1997). Rennets: their role in milk coagulation and cheese ripening, in, Microbiology and Biochemistry of Cheese and Fermented Milk, 2nd edn, Law, B.A., ed., Blackie Academic and Professional, Glasgow. pp. 1-49. Fox, P.E and McSweeney, P.L.H. (1998). Dairy Chemistry and Biochemistry. Blackie Academic and Professional, London. Fox, P.E and McSweeney, P.L.H., eds (2003). Advanced Dairy Chemistry, Vol. 1, Proteins. Kluwer Academic/Plenum Publishers, New York. Fox, P.E, Guirlee, T.P., Cogan, T.M. and McSweeney, P.L.H. (2000). Fundamentals of Cheese Science. Aspen Publishers, Gaithersburg, MD. Fraser, S. (1960). The Cheeses of Old England. Abelard-Schuman, London. Gonzalez, M.A. and del Cerro, C.G. (1988). Quesos de Espafia. Espasa-Calpe, S.A., Madrid. Green, M.L. (1977). Milk coagulants. J. Dairy Res. 44, 159-188. Harbutt, J. (1999). A Cook's Guide to Cheese. Anness Publishing Ltd, London. Harbutt, J. (2002). The World Encyclopedia of Cheese. Anness Publishing Ltd, London. Hoffmann, E (1761). A Treatise on the Virtues and Uses of Whey. L. Davis and C. Reymers, London. pp. 1-34. Jenkins, S. (1996). Cheese Primer. Workman Publishing, New York. Kammerlehner, J. (2003). Kdsetechnologie. Verlag Reisinger Kuenstlerpresse W Bode, Frising. Kosikowski, EV. (1977). Cheese and Fermented Milk Foods. Edwards Bros, Inc., Ann Arbor, MI. Kosikowski, EV. and Mistry, V.V. (1997). Cheese and Fermented Milk Foods, Vols 1 and 2, 3rd edn, Kosikowski, EV., ed., LLC, Westport, CT. Kosikowski, EV. and Mocquot, G. (1958). Advances in Cheese Technology. FAO Studies 38, FAO, Rome. Law, B.A., ed. (1997). Microbiology and Biochemistry of Cheese and Fermented Milk, 2nd edn, Blackie Academic and Professional, London. Law, B.A., ed. (1999). The Technology of Cheesemaking. Sheffield Academic Press, Sheffield. Layton, J.A. (1973). The Cheese Handbook. Dover Publications Inc., New York. Linderstr~m-Lang, K. (1929). Studies on casein. III. On the fraction of casein. Comptes-rendus des Travaux du Laboratoire Carlsberg 17(9), 1-116. Lynch, C.M., Muir, D.D., Banks, J.M., McSweeney, P.L.H. and Fox, P.E (1999). Influence of adjunct cultures of Lactobacillus paracasei ssp. paracasei or Lactobacillus plantarum on Cheddar cheese ripening.J. Dairy Sci. 82, 1618-1628.
18
Cheese: An Overview
MacAlister, A. (1904). Food, in, A Dictionary of the Bible Dealing with Its Language, Literature and Contents, Including Biblical Theology, Vol. 2, Hastings, H., ed., T and T Clark, Edinburgh. pp. 27-43. Mair-Waldburg, H. (1974). Handbook of Cheese: Cheeses of the World A to Z. Volkwertschaftlecher Verlag GmBH, Kempten Allgan, Germany. Marui, S. (1926). Unterschungen Ober des halferment. III. Mitteilung die ersetzerkeit der phosphate druch andre substance. Biochem. Z. 173, 381-388. Masui, K. and Yamada, T. (1996). French Cheeses. Dorling Kindersley, London. McSweeney, P.L.H., Fox, P.E, Lucey, J.A., Jordan, K.N. and Cogan, T.M. (1993). Contribution of the indigenous microflora to the maturation of Cheddar cheese. Int. Dairy j. 3,613-634. McSweeney, P.L.H., Walsh, E.M., Fox, P.E, Cogan, T.M., Drinan, ED. and Castelo-Gonzalez, M. (1994). A procedure for the manufacture of Cheddar cheese under controlled bacteriological conditions and the effect of adjunct lactobacilli on cheese quality. IrishJ. Agric. Food Res. 33, 183-192. Meyer, A. (1973). Processed Cheese Manufacture. Food Trade Press, London. Montandon, J. (1981). Kdse aus der Schweiz. Edita SA, Lausanne, Switzerland. Nelson, J.H. (1975). Application of enzyme technology to dairy manufacturing. J. Dairy Sci. 58, 1739-1750. Ottogalli, G. (2001). Atlante dei Formaggi. Ulrico Hoepli, Milan. Palmer, L.S. (1935). Coagulation of milk, in, Fundamentals of Dairy Science. Associates of Lore, A. Rogers, Reinhold Publishing Corp., New York. pp. 205-249. Palmer, L.S. and Richardson, G.A. (1925). The colloidal chemistry of rennet coagulation. Third Colloid Symposium Monograph. Chemical Catalogue Co. Inc., New York. pp. 112-134. Phelan, J.A. (1985). Milk Coagulants- An Evaluation of Alternatives to Standard Calf Rennet. PhD Thesis. National University of Ireland, Cork. Phelan, J.A., Renaud, J. and Fox, RE (1993). Some nonEuropean cheese varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, 2nd edn, Fox, RE, ed., Chapman & Hall, London. pp. 421-465. Porcher, C. (1929). La methode synthetique dans l'etude du lait, le lait au point de vue colloidal, recherches sue le mechanisme de Faction de la pressure. Le Lait 9 (several articles). Porcher, C. (1930). La methode synthetique dans l'etude du lait, le lait au point de vue colloidal, recherches sue le mechanisme de Faction de la pressure. Le Lait I0 (several articles). Porcher, C. (1931). La methode synthetique dans l'etude du lait, le lait au point de vue colloidal, recherches sue le mechanisme de l'action de la pressure. Le Lait 11 (several articles). Rance, P. (1982). The Great British Cheese Book. Macmillan, London. Resmini, P., Pompei, C., Volonterio, G., Lembo, P., Lodi, R., Riva, M. and Spedicato, E. (1992). I Prodotti Caseari del Mezzogiorno. Consiglio Nationale delle Ricerche, Roma.
Richmond, H.D. (1899). Dairy Chemistry: A Practical Handbook. Charles Griffin and Co. Ltd, London. Robinson, R.K., ed. (1995). A Colour Guide to Cheese and Fermented Milk. Chapman & Hall, London. Robinson, R.K. and Tamime, A.Y. (1991). Feta and Related Cheeses. Ellis Horwood Ltd, Chichester. Robinson, R.K. and Wilbey, R.A. (1998). Cheesemaking Practice, 3rd edn, Scott, R., ed., Aspen Publishers, Gaithersburg, MD. Sammis, J.L. (1948). Cheesemaking. Cheesemaker Book Co., Madison, WI. Sandine, W.E. and Elliker, P.R. (1970). Microbiologically induced flavors and fermented foods: flavor in fermented dairy products. J. Agric. Food Chem. 18, 557-562. Sardinas, J.L. (1972). Microbial rennets. Adv. Appl. Microbiol. 15, 39-73. Scott, R. (1986). Cheesemaking Practice. Applied Science Publishers, London. Shakeel-Ur-Rehman, McSweeney, RL.H. and Fox, RE (1999). A study on the role of the indigenous microflora on the ripening of Cheddar cheese. Milchwissenschaft 54, 388-392. Shakeel-Ur-Rehman, McSweeney, P.L.H., Banks, J.M., Brechany, E.Y., Muir, D.D. and Fox, P.E (2000a). Ripening of Cheddar cheese made from blends of raw and pasteurized milk. Int. Dairy J. 10, 33-44. Shakeel-Ur-Rehman, Banks, J.M., McSweeney, P.L.H. and Fox, RE (2000b). Effect of ripening temperature on the growth and significance of non-starter lactic acid bacteria in Cheddar cheese made from raw of pasteurized milk. Int. Dairy J. 10, 45-55. Shakeel-Ur-Rehman, Banks, J.M., Brechany, E.Y., Muir, D.D., McSweeney, P.L.H. and Fox, P.E (2000c). Influence of ripening temperature on the volatiles profile and flavour of Cheddar cheese made from raw or pasteurized milk. Int. DairyJ. 10, 55-65. Simon, A.L. (1956). Cheeses of the World. Faber & Faber, London. Squire, E.H., ed. (1937). Cheddar Gorge: A Book of English Cheeses. Collins, London. Sternberg, M. (1976). Microbial rennets. Adv. Appl. Microbiol. 20, 135-157. Van Slyke, L.L. and Price, W.V. (1949). Cheese. Orange Judd, New York. Vizzardi, M. and Maffeis, P. (1999). Forrnaggi Italliane: StoriaTecnologia e Microbiologia lattiero-casearia. Edizioni Agricole della Calderini, Bologna. Wake, R.G. (1959). Studies on casein. V. The action of rennin on casein. Aust. J. Biol. Sci. 12,479-489. Walter, H.E. and Hargrove, R.C. (1972). Cheeses of the World. Dover Publications, Inc., New York. Waugh, D.E and von Hippel, P.H. (1956). K-Casein and the stabilization of casein micelles. J. Am. Chem. Soc. 78, 4576-4582. White, K.D. (1970). Roman Farming. Thames and Hudson, London. Zehren, VL. and Nusbaum, D.D. (1992). Process Cheese. Cheese Reporter Publishing Co., Madison, WI.
Rennets: General and Molecular Aspects M.J.C. Crabbe, Division of Cell and Molecular Biology, School of Animal and Microbial
Sciences, The Universityof Reading, UK
Introduction Natural chymosin may consist of up to six molecular species, corresponding to genetic variants A and B, each of which is a mixture of three forms differing at the N-terminus, with one being three residues longer, and the other two residues shorter, than the mature chymosin (Lilla et al., 2001). The function of chymosin is to coagulate milk in the stomach. Rennet may be considered as a functional enzyme preparation that is effectively and naturally adapted to the purposes of cheesemaking (Ye et al., 2000). Proteolytic enzymes can be classified on the basis of their catalytic activity into one of the four groups serine, cysteine, metallo and aspartic proteinases (Kay, 1985). Chymosin (rennin; EC 3.4.23.4) is a neonatal gastric aspartic proteinase and is of commercial importance in cheesemaking. It belongs to the aspartic proteinase family which is widely distributed in many organisms and tissues with different physiological and functional properties (Chitpinityol and Crabbe, 1998). The nucleotide and amino acid sequences and the three-dimensional structures of several aspartic proteinases are available and provide information for the protein engineering design of this protein family. Enzymes can now be produced recombinantly in various expression systems in sufficient amounts for structural and functional studies.
Chymosin and Other Aspartic Proteinases Aspartic proteinases contain two aspartyl residues (Asp32 and Asp215, pepsin numbering) at the active site (Tang et al., 1973). They are susceptible to inhibition by pepstatin, a pentapeptide naturally produced by Streptomyces strains (Umezawa et al., 1970), and to affinity labelling at the catalytic aspartates using either diazoacetylnorleucinemethyl ester (DAN) in the presence of cupric ions (Rajagopalan et al., 1966) or 1,2epoxy-3-(p-nitrophenoxy) propane (EPNP).
Natural sources Aspartic proteinases can be found throughout nature from viruses to higher plants and mammals. They are
generally divided into two major groups - pepsin-like and retroviral enzymes. These enzymes have been isolated from five major sources: a. The stomach. Several types of gastric enzyme, pepsin (EC 3.4.23.1), pepsin B (EC 3.4.23.2), gastricsin (EC 3.4.23.3) and chymosin (EC 3.4.23.4), are produced in the abomasal mucosa as inactive precursors, zymogens. Pepsin is the predominant proteinase in adult mammals (Tang et al., 1973). Gastricsins are found in all parts of the mammalian stomach, or-cells of pancreatic islet, prostate gland and seminal vesicles. Chymosin is produced early on during gestation (in utero) in the abomasal mucosa of newborn mammals, including calf (Fohmann, 1970), piglet (Fohmann et al., 1978), kitten (Jensen et al., 1982), seal (Shamsuzzaman and Haard, 1984) and lamb (Baudys et al., 1988; Pungercar et al., 1991). The production of these enzymes varies, depending on the age of the animal and the feeding regime (Andr4n and Bj6rck, 1986). b. Lysosomes of many cell types contain cathepsin D (Hurley et al., 2000) and cathepsin E. Cathepsin E is found in gastric mucosa, thymus, spleen and blood cells (Kageyama, 1995). Human cathepsin D is possibly involved in the degradation of intracellular and endocytosed proteins, and is a prognostic indicator of breast tumour invasiveness. There appears to be a role for this enzyme during proteolysis in cheese ripening, most clearly in cheese where rennet activity is low, such as Swiss cheese, Quarg and Feta. c. Tissues such as kidney and sub-maxillary gland produce renin (Kay, 1985). d. Plants, including squash, cucumber, tomato, barley, rice, wheat, sorghum and lotus (Doi et al., 1980; Morris et al., 1985; Polanowski et al., 1985; Belozersky et al., 1989). e. Micro-organisms. Several aspartyl proteinases are secreted by fungi, including Cryphonectria parasitica (Sardinas, 1968), Penicillium janthinellum (Hofmann and Shaw, 1964), Rhizomucor pusillus (Arima et al., 1970), Rhizomucor miehei (Sternberg, 1971), Rhizopus chinensis (Fumamoto et al., 1967), Aspergillus awamori
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
20
Rennets: General and Molecular Aspects
(Ostoslavskaya et al., 1986), Aspergillus niger (Koaze, et al., 1964) and Trichoderma reesei (Pitts, 1992). Proteinases have been found in the yeasts ,saccharomyces cerevisiae (MacKay et al., 1988), Candida tropicalis (Togni et al., 1991) and Yarrowia lipolytica (Yamada and Ogrydziak, 1983). Thermopsin is secreted by ,sulfolobus acidocaldarius, a thermophilic archaebacterium (Lin and Tang, 1990). Retroviral aspartic proteinases are dimeric, and each monomer is about half the size of a eukaryotic aspartic proteinase and carries only one catalytic aspartic residue. Retropepsins have been found in several viruses, including human immunodeficiency virus (HIV), Rous sarcoma virus, avian myeloblastosis virus and simian immunodeficiency virus (SIV) (Toh et al., 1985; Kotler et al., 1989). These proteinases are required for processing for RNA dimerization within the virion, and hence for infectivity. Physical properties and stability of aspartyl proteinases
Molecular weight and isoelectric point Chymosin and aspartic proteinases have a molecular weight in the range 32-39 kDa, with a multiplicity of isoelectric points corresponding to a number of isozymes, auto-degradation and post-translationally modified products. N-linked glycosylation has been found in several proteinases such as cathepsin D (N67 and N183), ,5. cerevisiae proteinase A (N67 and N263), rhizomucor protease (N173) and human renin (N07). Specific receptors for phosphorylation have been found in porcine pepsin at $68 (Tang et al., 1973), bovine pepsin and human cathepsin D (Martin and Corre, 1984; Metcalf and Fusek, 1993). Transgenic sheep chymosin appears to be identical to calf chymosin (Mezina et al., 2001). Enzyme stability Chymosin is most stable at pH values between 5.3 and 6.3. However, even at pH 2, chymosin is relatively stable (Fohmann, 1959a). Under acidic conditions (pH 3-4), the enzyme loses its activity rapidly, probably caused by auto-degradation, while at alkaline pH values (above 9.8), loss is due to an irreversible conformational change (Cheeseman, 1965). Loss of activity of chymosin A is higher than for chymosin B (Foltmann, 1966). Chymosin is more stable at 2 ~ than at room temperature (Fohmann, 1959b). Kawaguchi etal. (1987) reported the rapid loss of the activity of chymosin when the temperature is increased from 45 to 55 ~ Photo-oxidation of histidine, as well as modification of the e-amino group of lysine, slightly affects the activity of chymosin (Hill and Laing, 1965; Smith et al., 1991b,c). Chymosin
loses approximately half of its activity after incubation in 4.6 mol/1 urea at 37 ~ for 30 min (Sugrue et al., 1990). It has been shown that both pro-part and cysteine residues are essential for refolding of chymosin after denaturation (Sugrue et al., 1990; Huang et al., 1992). Chymosin in a crystalline form appears to be very stable (Fohmann, 1992). Prochymosin is more stable than chymosin at neutral pH (Fohmann, 1966). At pH values below 5.0, prochymosin is converted to chymosin whereas at pH above 11.0 the stability of prochymosin is lost due to a conformational change. Pseudochymosin is stable at acidic pH for days but is quickly converted to chymosin if the pH is increased above 4.5 (Barkholt et al., 1979). Rhizomucor protease, cryphonectria protease and S. cerevisiae proteinase A are stable at pH 3.5-7.0 (Sardinas, 1968; Dreyer etal., 1986; Bailey and Siika-aho, 1988). Pepsin shows greater general stability than chymosin; for example, after incubation in 6 mol/1 urea at 37 ~ for 30 min, only 10% of the original activity is lost (Cheeseman, 1965). The thermostability of pepsin is reduced in solution at high pH, in the presence of urea or salt solution, but is increased in the presence of pepstatin (Privalov et al., 1981). At pH 6.0, pepsin is more stable than pepsinogen. At pH values between 8.5 and 10.5, pepsinogen is less stable than prochymosin and cannot be converted to the active form in an acidic environment (McPhile, 1975). Inactivation of pepsin can be initiated by dissociation of the N-fragment, and the sequence of this portion is a major determinant of enzyme stability (Tanaka and Yada, 2001). Prochymosin can be efficiently refolded in high yields by controlled air oxidation (Menzella etal., 2002). Aspartic proteinases containing carbohydrate are more stable towards high temperature, denaturants and degradation than proteins without carbohydrate (Aikawa et al., 1990; Berka et al., 1991; Brown and Yada, 1991). Glycosylation of rhizomucor protease by either chemical or genetic modification resulted in a loss of stability and an increase in the ratio of milk-clotting activity to proteolyric activity (C/P ratio) (Brown and Yada, 1991; Aikawa et al., 1992). The stability of rhizomucor proteinase was reduced by pre-treatment with acid, oxidation of methionine or modification of the E-amino group of lysine (Hubble and Mann, 1984; Smith et al., 1991b).
Enzyme solubility The solubility of chymosin is affected by pH, temperature and ionic strength of the solution (Fohmann, 1959b). Non-crystallized chymosin is soluble in solution containing 1 molA NaC1 and at pH 5.5. In a solution of >2 molA NaC1, chymosin appears to be insoluble. Crystallized chymosin shows higher solubility at 25 ~
Rennets: General and Molecular Aspects
than at 2 ~ (Fohmann, 1970); however, amorphous precipitates of chymosin are more stable at 2 ~ than at 25 ~ At pH values close to the isoelectric point, chymosin is very insoluble at an ionic strength of 0.005; its solubility is increased by increasing its ionic strength. Structure of chymosin and other aspartic proteinases Gene sequence and primary structure The genomic DNA of avian and mammalian aspartic proteinases, chicken embryonic pepsinogen (Hayashi et al., 1988), human renin (Miyazaki et al., 1984), bovine chymosin (Hidaka et al., 1986) and human pepsinogen (Sogawa et al., 1983), is comprised of nine exons separated by eight introns, and all exon-intron junction points are highly conserved. These results support the belief that the genes for these enzymes have evolved from a common ancestral gene. Conversely, in several microbial aspartic proteinases, including those of S. cerevisiae (Ammerer etal., 1986), C. tropicalis (Togni et al., 1991), R. pusillus (Tonouchi et al., 1986) and R. miehei (Gray et al., 1986), no intron was found in the genes for these enzymes. However, in the genes for the aspartic proteinases of R. niveus (Horiuchi et al., 1988) and A. awamori (Berka et al., 1990), one and three short introns, respectively, were found, but their exon-intron junctions were at different positions from those in the genes for mammalian and avian aspartic proteinases. Calf chymosin is found in two major forms, A and B, chymosin B being more abundant. Chymosins A and B differ at only one amino acid position: chymosin A has an aspartate residue at position 243 (pepsin numbering), whereas this is a glycine residue in chymosin B. A third form, chymosin C, appears to be a degradation product of chymosin A that lacks three residues, D244-F246 (Danley and Geoghegan, 1988). It is likely that chymosins A and B are synthesized from different alleles of the same polymorphic gene, rather than a multiple gene family, as only one locus of the chymosin gene was found from the hybridization of the calf genome with the chymosin gene (Donnelly et al., 1986). Fig. 1 illustrates the nucleotide (cDNA) and amino acid sequences of calf chymosin B. The secretion signals of aspartic proteinases are approximately 15-24 residues long with low sequence homology (Fig. 2). These secretion sequences tend to be rich in hydrophobic amino acids. The known pro-regions of aspartic proteinases are shown in Fig. 3. The pro-peptides are 38-54 amino acid residues in length and are rich in basic residues. Although sequence identity is high among the closely related enzymes, there are variables in the cleavage site between the pro-segment and the mature enzyme.
21
A lysine residue (K36P; pepsinogen numbering) is conserved in all proteinases, except lamb prochymosin and barley aspartic proteinase, and this residue has been postulated to interact with the catalytic aspartate residues in the zymogen molecule Games and Sielecki, 1986; Fohmann, 1988). The pro-segments are probably important for correct folding, targeting and control of the activation of zymogens (Koelsch et al., 1994). Chymosin is a single polypeptide chain enzyme of 323 amino acid residues with a low content of basic residues, and rich in dicarboxylic and [3-hydroxy amino acid residues (Fohmann et al., 1977, 1979; Harris et al., 1982; Moir etal., 1982; Hidaka etal., 1986). The sequence alignment of calf chymosin with those of lamb chymosin, porcine pepsin, penicillopepsin, rhizopus protease and S. cerevisiae proteinase A is illustrated in Fig. 4. There are variable numbers of cysteine residues in their sequences but their positions, when present, are conserved. Therefore, there is the potential for two disulfide bridges in the Rhizomucor and Rhizopus enzymes, a single disulfide bridge in the Cryphonectria, Penicillium and Aspergillus enzymes, and no disulfide bridges in the Irpex aspartic proteinase. Secondary structure The secondary structure of chymosin consists mainly of [3-sheets with a few small or-helical segments. The secondary structure of chymosin is illustrated in Fig. 5. The sheets and helices are named by analogy to the scheme adapted for cryphonectria protease (Blundell et al., 1985, 1990). The strands are named aN, bN, CN, dN, a'N, b'N, C'N, d'N, qN and rN in the N-terminal domain and ac, bc, co, de, a'c, b'c, c'c, d'c, qc and rc in the C-terminal domain. The helices are named hN and hc in the N- and the C-terminal domains, respectively. The antiparallel [3-strands form three welldefined sheets (Newman et al., 1991). The sheets, 1N and 1c, are formed by seven or eight strands in a similar pattern in both lobes and are related by a topological two-fold axis. The b, c, b' and c' strands form sheets 2N and 2c which occur beneath 1N and 1c, respectively. Sheet 3 is formed by six [3-strands, aN, rN, qN, qc, rc and ac, all of which are antiparallel. This sheet resides beneath the strands forming the base of the active site cleft. In each lobe, strands labelled a, b, c, d are related to a', b', c', d' by the intra-lobe diad and these strands are related to their equivalents in the opposite lobe by the inter-lobe diad. The helices hN, h'N, hc and h'c occur in topological intra- and interdomain two-fold symmetry in that they all occur after the d strands. The fifth helix occurs between the C'N and d'N strands and the sixth occurs at a large insertion in the C-terminal domain.
22
Rennets: General and Molecular Aspects
CCC
AGA
TCC
AAG
ATG
AGG
TGT
CTC
GTG
GTG
CTA
CTT
GCT
GTC
TTC
GCT
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TCC
CAA
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M
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V
V
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ATC
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CAT
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CTT
CTG
GAG
GAC
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CAG
AAA
CAG
CAG
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AGC
AGC
AAG
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TCC
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TTC
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L
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N
F
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Y
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P30
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20
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ACC
CCG
CCC
CAG
GAG
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GAC
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F
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40
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CAC
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50
60
ACC
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CAG
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CCC
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ATC
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ACA
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ATG
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F
Q
N
L
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S
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H
Y
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70
80
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ACC
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CAG
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CAG
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120
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TCG
CTC
GCC
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GAG
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130
140
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CAA
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GAG
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160
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180
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210
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220
230
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CAG
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GAG
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240
250
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260
270
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Q
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F
C
T
S
G
F
Q
S
E
N
H
S
Q
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280
290
TGG
ATC
CTG
GGG
GAT
GTT
TTC
ATC
CGA
GAG
TAT
TAC
AGC
GTC
TTT
GAC
AGG
GCC
AAC
AAC
CTC
W
I
L
G
D
V
F
I
R
E
Y
Y
S
V
F
D
R
A
N
N
L
300
310
GTG
GGG
CTG
GCC
AAA
GCC
ATC
V
G
L
A
K
A
I
320
Figure 1
* GGG
TGA
TCACATCGcTGACCA
...........
323
Nucleotide and amino acid sequence of calf chymosin B cDNA (adapted from Moir et aL, 1982).
Rennets: General and Molecular Aspects
Secretion signal peptides Fungi A. A. R. R. R. R.
awamori 1 oryzae 2 miehei 3 pusillus 4 niveus 5 chinensis 6
Mammals Bovine chymosin 7 Lamb chymosin 8 Porcine pepsin 9 Human pepsin 1~ Rat pepsin1 Rat cathepsin D12
MWFSKTAALVLGLSSAVSA*A MVILSKVAAVAVGLSTVASA*L MLFSQITSAILLTAASLSLTTA*R MLFSKISSAILLTAASFALTSA*R MKFTLISSCVALAAMTLAVEAA*P MTFTLNSSCIAIAALAVAVNAA*P
MRCTVVLLAVFALSQG*A MRCLVVLLAVFALSQG*A MKWLLLLSLVVLSEC*L MKWLLLLGLVALSE*C MKWMVVALLCLPLLEA*S MQTPGVLLLILGLLDASS*S
Yeast S. cerevisiae (YPA) 13 MFSLKALLPLALLLVSANQVAA*K S. cerevisiae (BAR1) TM M S A I N H L C L Y L I L A S F A I I N T I T A * L C. tropicalis15 M A T I F L F T K N V F I A . LA. FA. L
Plant Barley AP R16
MGTRGLALALLAAVLLQTVPAASEA*
E
Figure 2 Alignment of the secretion signal peptides of aspartic proteinases. The junctions between putative signal sequence and proenzyme are indicated by (*) and possible sites are indicated by (.). References: (1) Berka et aL (1990); (2) Ward and Kodama (1991); (3) Gray et aL (1986) and Boel et aL (1986); (4) Tonouchi etal. (1986); (5) Chen etaL (1991); (6) Horiuchi etaL (1988); (7) Harris et aL (1982) and Moir et aL (1982); (8) Pungercar et aL (1991); (9) Lin et aL (1989); (10) Hayano et aL (1988); (11)Ishihara etaL (1989); (12) Birch and Loh (1990); (13) Ammerer etaL (1986); (14) MacKay etaL (1988); (15) Togni etal. (1991); (16) Runeberg-Roos et aL (1991) (adapted from Orprayoon, 1994).
Tertiary structure The three-dimensional structure of several aspartic proteinases has been solved by X-ray crystallography (Fig. 6). These include porcine pepsin (Andreeva et al., 1984; Abad-Zapatero et al., 1990; Cooper et al., 1990; Sielecki et al., 1990), pepsinogen (James and Sielecki, 1986; Hartsuck and Remington, 1988), human renin (Sielecki et al., 1989), cryphonectria protease (Blundell et al., 1990), penicillopepsin (James and Sielecki, 1983), rhizopus protease (Suguna et al., 1987) and retroviral proteinases (Lapatto etal., 1989; Miller etal., 1989; Wlodawer et al., 1989). Crystals of chymosin obtained by Bunn et al. (1971) showed that the space group was either I222 or I212121, with one molecule in the asymmetric unit. The structure of recombinant bovine chymosin has been independently solved and refined at 2.3 A resolution (Gilliland et al., 1990) and at 2.2 ft, resolution (Newman et al., 1991). Crystallographic studies at 2.0 A resolution have also been performed on a site-specific mutant of chymosin, in which Vtll was replaced by phenylalanine, and the structure has been refined to an R-factor of 19.5% (Strop et al., 1990). All the molecules display very similar secondary and tertiary structures.
23
The structure of chymosin B described below was solved by Gilliland et al. (1990) and by Newman et al. (1991). The crystals of chymosin have the space group of 1222 with approximate overall dimensions of 40 • 60 • 65 A (Gilliland et al., 1990). The protein has a bilobal folding pattern formed by the N- and the C-terminal domains divided by a deep active-site cleft. A 2.5-A extended cleft contains the catalytic aspartates and the substrate-binding pockets. These two lobes are related by an approximately 2-fold axis which passes between the two catalytic aspartate residues, 32 and 215, and forms the approximate intra-molecular symmetry (Fig. 7). High symmetry between the N- and the C-lobes is found inside the active site and the core of the enzyme (Newman etal., 1991). Intra-domain pseudo-diad axes in the N- and the C-domains of chymosin have rotations of 180 ~ and 177 ~ respectively, with negligible translations (Newman et al., 1991). There are three disulphide bridges at positions 45 . . . 50, 2 0 6 . . . 210 and 2 4 9 . . . 282. In addition, ion-pairs are found between R59... D57, R157... E308, R157. 9 9 1326 (COO-), R307... Dll and R315... D138 (Gilliland et al., 1990; Newman et al., 1991). Chymosin also contains a single cis-proline, P23, o n the w-turn connecting strand bN to CN (Gilliland et al., 1990; Newman et al., 1991). In rhizomucor protease, cryphonectria protease and porcine pepsin, a cis-proline is found at an identical position to that in chymosin (Blundell etal., 1990; Cooper et al., 1990; Newman et al., 1993) while two cis-proline residues are found at positions 23 and 324 in rhizopus protease (Suguna et al., 1987) and three cisproline residues are found at positions 111,194 and 297 in human renin (Dhanaraj et al., 1992). The active site of aspartic proteinases is highly conserved and consists of residues, Asp--Thr--Gly, from each domain of the enzyme. Nine per cent sequence identity is observed between the N- and the C-terminal lobes of chymosin (Newman et al., 1991). A comparison of chymosin structure with that of other aspartic proteinases reveals a high degree of structural homology (Gilliand et al., 1990). Chymosin has the closest structural agreement with porcine pepsin. Of the fungal proteinases, the rhizopus protease molecule has higher structural homology with chymosin than with penicillopepsin or cryphonectria protease. The structural superposition of aspartic proteinases reveals that the N-terminal domain has greater structural similarity than the C-terminal domain (Gilliland et al., 1990). The C-terminal domain is more separated from the rest of the molecule than the N-terminal domain, and the rigid body movement appears in the C-terminal domain (residues 190-302) (Sali et al., 1992). The greatest differences between these proteinases are in the surface loop regions. One remarkable difference is the
24
Rennets-General and Molecular Aspects
Propeptide Fungi A. awamori APR1 A. oryzae APR 2 A. miehei APR 3 M. pusillus APR 4 R. niveus APR 5 R. chinensis APR 6
APAPRTRKGFTINQIARPANKTRTINLPGMYARS
.......
LA-KFGGTVPQSVKEA-A*SK
LPTGPSHSPHARRGFTINQITRQTARVGPKTASFPAIYSRALA-KYGGTVPAKLKSAVA*GH RPVSKQSESKDKLLALPLTSVSRKFSQTKFGQQQ RPVSKQSDADDKLLALPLTSVNRKYSQTKHGQQ
.......
LAEKLAG
.....
LKPFSE*AA
........
AAEKLGG
.....
IK-A-F*AE
PNGKKINIPLAKNN
....
SY-KPSA--KNALNKA
......
LA-KYNRRKVGSGGITTE*AS
PGEKKISIPLAKNP
....
NY-KPSA--KNAIQKA
......
IA-KYNKHKINTSTGGIV*AG
Mammals AEITRIPLYKGKSLRKAL-KEHGLLE-DFLQKQQYG-ISSKYS ....... GF*GE Bovine prochymosin 7 AEITRIPLYKGKPLRKAL-KERGLLE-DFLQKQQYG-ISSEYS ....... GF*GE Lamb prochymosin 8 SIHRVPLKK GKSLRKQL-KDHGLLE-DFLKKHPYN-PASKYHPV ...... L*TA Chicken pepsinogen 9 LVKVPLVRKKSLRQNLIKD-GKLK-DFLKTHKHN-PASKYFPE---AAAL*IG Porcine pepsinogen10 IMYKVPLIRKKSLRRTL-SERGLLK-DFLKKHNLN-PARKYFPQWE-APTL*VD Human pepsinogenl 1 Human progastricsin12 AVVKVPLKKFKSIRETM-KEKGLLG-EFLRTHKYD-PASKYRFGD ..... L*SV TFSLPTRTATFERIPLKKMPSVREIL-EERG--V-DMIRLSAEWGVFTK Mouse prorenin 13 TFGLPTDTTTFKRIFLKRMPSIRESL-KERG--V-DMARLGPEWSQPMK Human prorenin14 SALVRIPLHKFTSIRRTM-SEVGGSVEDLIAK .... GPVSKYSQAV-PAVTE*GP Human procathepsin D 15 SALIRIPLRKFTSIRRTM-TEVGGSVGDLI .... LKGPITKYSMQSSPRTKE*PV Rat procathepsin D 16 Yeast KVHKAKIYKHELSDEMKEVTFEQHLAHLGQKYLTQFEKANPEVVFSREHPFFTE*GG S. cerevisiae APR 17 LAFALFAQGLTIPD ..... GIEKRTDKVVSLDFTVIRKPFNATAHR---LIQKR*SD C. tropicalis APR 18 Plant EGLVRIALKKRP-IDRNSRVATGLSGGEEQP---LLSG ...... AN---PLR*SE Barley APR 19
-R*PS -R*LT
Figure 3 Alignment of the propeptides of aspartic proteinases. The junctions between proenzyme and mature enzyme are indicated by (*). References: (1) Berka et al. (1990); (2) Ward and Kodama (1991); (3) Gray etaL (1986) and Boel et al. (1986); (4) Tonouchi et al. (1986); (5) Horiuchi et al. (1988); (6) Chen et al. (1991); (7) Harris et al. (1982) and Moir et al. (1982); (8) Pungercar et al. (1991); (9) Baudys and Kostka (1983); (10) Lin et al. (1989); (11) Sogawa et al. (1983); (12) Wong and Tang (1986); (13) Holm et al. (1984); (14)Imai et al. (1983); (15) Faust et al. (1985); (16) Birch and Loh (1990); (17) Ammerer et al. (1986); (18) Togni et al. (1991 ); (19) Runeberg-Roos et al. (1991 ) (adapted from Orprayoon, 1994).
position of the flap (residues 73-85 in chymosin). This region participates in the substrate-binding specificity. In chymosin, the position of Y77 is stabilized by interaction with hydrophobic residues F]]9 and L32 (Gilliland et al., 1990). In other aspartic proteinases, Y77 hydrogenbonds to W39. In pepsin, the location of the hydroxyl group of Yrr is occupied by a water molecule, w424, in the chymosin crystal. This water molecule forms two hydrogen bonds with the hydroxyl group of Y75 and with the conserved water molecule, w403. In the VlllF mutant chymosin, the flap appears to occupy two different conformations corresponding to that found in native chymosin and pepsin (Strop et al., 1990). This suggests that chymosin can exist in two alternative structural forms: the active form in which S 1 and $3 binding pockets are free for substrate binding and the self-inhibited form in which these pockets are occluded by its own Y77 residue (Andreeva et al., 1992; Gustchina et al., 1996). The structure of 5. cerevisiae proteinase A agrees overall with other uninhibited aspartic proteinases, although the conformation of Y75 occupying the $1 substratebinding pocket is similar to that in chymosin, suggesting a functional significance for this conformation (Gustchina et al., 2002). The conversion of chymosin
from the self-inhibited to the active form can be promoted by an allosteric activator, the histidine-proline cluster ( n H i s m P r o - - H i s m P r o m H i s m ) of K-casein, thereby explaining the catalytic specificity of chymosin towards K-casein. Three-dimensional structures of homodimer retroviral proteinases are to a large extent similar and bear close resemblance to the structure of bilobal fungal and mammalian aspartic proteinases (Lapatto et al., 1989; Miller et al., 1989; Navia et al., 1989; Wlodawer et al., 1989). The structural superpositions between the retroviral enzymes and the eukaryotic aspartic proteinases appear to be similar. It is not clear whether the eukaryotic proteinases are derived from a homodimer enzyme by gene duplication and fusion (Tang et al., 1978) or evolved from a cellular gene by one or more deletion events (Rao et al., 1991). Nevertheless, an engineered homodimer of the pepsin N-terminal lobe, which exhibits a general proteolytic activity, reveals the close relationship between these two aspartic proteinase families (Lin et al., 1992). The active site
The active-site aspartates, D32 and D215, are situated on the corners of the two extended loops (t~-structures
Rennets" General and Molecular Aspects
I0 4CMS
20
30
40
50
GEVASVPLTNY-LDSQYFGKIYLGTPPNEFTVLFDTGSSDFWVPSIYCKSNAC-KNHQR
4PEP
IGDEPLENY-LDTEYFGTIGIGTPAQDFTVIFDTGSSNLWVPSVYCSSLAC-TNHNL
2APP
AASGVATNTPTANDIEEYIPVTIG--GTTLNLNFDTGSSDLWVFSTELP-ASQQSGHSV
2APR
AGVGTVPMTDYGNDIEYYGQVTIGTPGKKFNLDFDTGSSDLWIASTLCT--NCGSGQTK
4APE
STYSATTTPIDSLDDAYITPVQIGTPAQTLNLDFDTGSSDLWVFSSETTASE-VDGQTI
YPE
GGH-DVPLTNYLNA-QYYTDITLGTPPQNFKVILDTGSSNLWVPSNECGSLAC-FLHSK
Strand
a"
Strand
60 4CMS
70
b ~
Strand
80
c"
90
i00
ii0
FDPRKSSTFQNL-GKPLSIHYGT-GSMQGILGYDTVTVSNIVDIQQTVGLSTQEPGDVFTY
4PEP
FNPQDSSTYQST-SGELSITYGT-GSMTGILGYDTVQVGGISDTNQIFGLSETEPGSFLYY
2APP
YNPSA--TGKELSGYTWSISYGDGSSASGNVFTDSVTVGGVTAHGQAVQAAQQISAQFQQD
2APR
YDPNQSSTYQAD-GRTWSISYGDGSSASGILAKDNVNLGGLLIKGQTIELAKREAASFASG
4APE
YTPSKSTSTKLLSGATWSISYGDGSSSSSDVYTDTVSVGGLTVTGQAVESAKKVSSSFTED
YPE
YDHEASSSYKAN-GTEFAIQYGTG-SLEGYISQDTLSIGDLTIPKQDFAEATSEPGLTFAF Strand
d"
Strand
120
i30
4CMS
AEFDGI
4PEP
AP FDG I LGLAY
2APP
TNNDGLLGLAFS
2APR
- PNDGLLGLGFDT
LGMAYPSLAS
S INTVQPQSQTTFFDTVKS I TTVR-
ST I DGLLGLAFSTLNTVS GKFDGI
LGLGYDTI Strand
Strand
FSVYMDRNG
.... QESMLTLG
QDL F SVYLS SNG- - -DS GSWLLG ..... QPGVYD
I SQGL I SRP I FGVYLGKAKN-
FDNAKA-
S - LDS PVFTADLGY
-GGGGEY
a
Strand
180
..... HAPGTYNFG
b
Strand
190
200
c
Strand 210
AIDPSYYTGSLHWVPVTV-
QQYWQFTVDSVTI
G I DS SYYTGS
LNWVPVSV-
EGYWQ
I T LDS I TMDGET
2APP
F I DS S KYTGS
LTYTGVDNS
QGFWS
FNVDS YTAGS
Q - SG - DG - FSG IADTGTTLLLDD
2APR
GYDSTKFKGS
LTTVP
I TVDRATVGT
S TVA- S S - FDGI LDTGTTLL
I DNS RGWWG
SGVVVACEGGCQAI
d 220
4CMS
4APE
F IDTTAYTGGITYTAVSTLQHFWEWTSTGYAVGSGTFKSTS
YPA
G I D E S KF KGD I TWL PVRRKa"
230
FG I FG
SVD- - - KWPPFYNAIQQDLLDEKRFAFYLGDTSKDTENGGEATFG
4PEP
Strand
r
160
S - L -AQ PL FAVALKHQ
-GVKT PMDNL PTSQQTF
q 150
E - - -YS I PVFDNMMNRHLVAQDL
4APE
170
140
P S I SAS - - - GAT PVFDNLWDQGLVS
YPA
4CMS
25
AYWEVKF
Strand
VDTGT
S LLTGPTSA SVV
I L PNN I
- IDGIADTGTTLLYLPATV
E G I GLGD E YAE L E S -HGAA I DTGT S L I T L P S GL
b"
240
LDTGTSKLVGPSSD
IACS GGCQAI
Strand
250
260
270
c" 280
ILNIQQAI-GATQNQ-YGEFDIDCDNLSYMPTVVFEINGKMYPLTPSAYTSQD---QGFC
4PEP
IANIQADI-GASENS-DGEMVISCSSIDSLPDIVFTIDGVQYPLSPSAYILQD---DDSC
2APP
VSQYYSQVSGAQQDSNAGGYVFDCST--NLPDFSVSISGYTATVPGSLINYGPSGDGSTC
2APR
AASVARAY-GASDNS-DGTYTISCDT-SAFKPLVFSINGASFQVSPDSLVFEEF--QGQC
4APE
VSAYWAQVSGAKSSSS-VGYVFPCSAT--LPSFTFGVGSARIVIPGDYIDFGPISTGSSC
YPA
AEMINAEI-GAKKGW-TGQYTLDCNTRDNLPDLIFNFNGYNFTIGPYDYTLEV---SGSC Strand
d" 290
Strand
q
300
Strand
r
310
320
4CMS
TSGFQSENHS
.... QKWILGDVFIREYYSVFDRANNLVGLAKAI
4PEP
TSGFEGMDVPTSSGELWILGDVFIRQYYTVFDRANNKVGLAPVA
2APP
LGGIQSNSGI
.... GFSIFGDIFLKSQYV~FDSDGPQLGFAPQA
2APR
IAGFGYG-NW
.... GFAIIGDTFLKNNYVVFNQGVPEVQIAPVAE
4APE
FGGIQSSAGIG
.... INIFGDVALKAAFWFNGATTPTLGFASK
YPA
ISAITPMDFPEPVGPLAIVGAFLRKYYSIYDLGNNAVGLAKAI
Figure 4 The sequence alignment of calf chymosin (4CMS, Newman et aL, 1991) with other aspartic proteinases based on threedimensional structures. References: 4PEP: porcine pepsin (Sielecki et aL, 1990); 2APP: penicillopepsin (James and Sielecki, 1983); 2APR: rhizopuspepsin (Suguna etaL, 1987); 4APE: endothiapepsin (Pearl and Blundell, 1984); YPA: S. cerevisiae proteinase A (Dreyer et aL, 1986) (adapted from Orprayoon, 1994).
within sheets CNdN and ccdc) in the N- and the C-terminal domains. The side chains of these t w o aspartates are oriented towards each other around the pseudo-interlobe diad axis in a complicated hydrogenbonding network, known as the 'fireman's grip' (Pearl and Blundell, 1984) shown in Fig. 8. This network is
formed by the interaction of two loops (residues 31-35 and residues 214-218) and a central water molecule. The side chain of T33 and its symmetry-related T126 form hydrogen bonds across the diad axis to the carbonyl oxygens of L214 and F3i, respectively, and to the peptide N atoms of T216 and T33, respectively. The carboxyl
26
Rennets: General and Molecular Aspects
~N
t
b~
d/v
eN,
t ~45t "
'
/ h;.
hN
hr: i
{
.....m:,,L ,_
"~SL .J ~_~,, .... !~~"~
c
[~
"
,
.~
Fag.,
i~
h.,v2
{. jlS.~
.
!/
~_
t
qtv
hN / ' g u rrr
/
-
'~ - i l l ~
t t
dc
_2
l-|e-
cc
t
bc
.
t
at.
Figure 5 A schematic diagram of the secondary structure of chymosin. The directions of the strands are indicated by the large arrows. The inter- and intra-lobe two-fold axes are shown as large and small diad markers. The main hydrogen bonds are indicated by arrows in the direction of donor to acceptor (adapted from Newman et al., 1991).
oxygens of D32 and D215 are hydrogen-bonded with nitrogen atoms of the conserved G34 and G217, respectively. In addition, the side chains of $35 and T218 also form hydrogen bonds with the outer oxygen atoms of D32 and D215, respectively. There are some conserved glycine residues in eukaryotic aspartic proteinases which are believed to be important; among them, G34
and G217 are conserved in all aspartic proteinases. Side chains at these positions would interfere sterically with the catalytic aspartates. Residue D303 is conserved among all proteinases with an acidic pH optimum. However, in renins, which have a more neutral pH optimum, this residue is replaced by an alanine. The effect of the side chain at this position on the pKa has
Rennets: General and Molecular Aspects
27
"'M,.
Nr
chymosin
rcine pepsin
I
~A aa.
,I
Cryphonectrl
Rhizomucor protease
mouse renin human renin
yeast proteinase A
HIV proteinase
Figure 6 Three-dimensional structures of aspartic proteinases showing the high degree of structure homology among these proteinases (adapted from Pitts et aL, 1992).
been revealed by site-directed mutagenesis of renin (Yamauchi etal., 1988) and chymosin (Mantafounis and Pitts, 1990). The hydrogen bond between D303 and T216 may affect the pKa of D215 via the peptide dipole of Tz16-G217 (Pearl and Blundell, 1984).
Catalytic mechanisms
The catalytic mechanism of aspartic proteinases has been modelled based on the structural analysis of several aspartic proteinase-inhibitor complexes. Early mechanisms (James etal., 1977, 1982; James and
28
Rennets: General and Molecular Aspects
i 9 ""
ii
Figure 7 A plot of the Ce~ position of chymosin. The approximate molecular symmetry axes are shown as follows: (i) the inter-lobe non-crystallographic 2-fold screw axis relating the N- and C-terminal lobes; (ii) the intra-domain axis for the N-terminal domain; (iii) the intra-domain axis for the C-terminal domain (adapted from Newman et aL, 1991).
Sielecki, 1985) proposed that catalysis was initiated by protonation of the carbonyl oxygen of the substrate by a proton from D215, followed by nucleophilic attack on the carbonyl carbon of the substrate aspartate residue by a hydroxide ion generated from water after donation of its proton to D32. These protonation events lead to the formation of the tetrahedral intermediate. The breakdown of the intermediate is generated by
protonation of the nitrogen atom either from bulk solvent or from the catalytic carboxyl group of D215. Protonation of the substrate carbonyl and nucleophilic attack may appear simultaneously during the formation of the tetrahedral intermediate. Similarly, proton transfer from the intermediate to the diad may occur at the same time as the protonation of the nitrogen atom of the substrate during the cleavage of the resultant intermediate (Polgar, 1987). Pearl (1987) suggested that the distortion of the scissile bond towards the enzyme-substrate binding may facilitate the collapse of the intermediate by generating lone pair orbitals antiperiplanar to the CmN bond but not to the hydroxyl C n O bond. Therefore, the leaving product is a free amine rather than the original nucleophile. In addition, the charged oxygen of a solvent molecule forms hydrogen bonds with residues D32 and $35 (Suguna et al., 1987) or residues G76, D77 or Y75 on the flap (Blundell et al., 1987; Pearl, 1987). Yeerapandian et al. (1990) have proposed the catalytic mechanistic model outlined in Fig. 9. The proR(statine-like) hydroxyl of the tetrahedral carbonyl hydrate is hydrogen-bonded to the outer oxygen of D32 and D215. The second hydroxyl oxygen of the hydrate is hydrogen-bonded only to the carboxyl oxygen of D32. The scissile bond carbonyl is protoned by D32 and is simultaneously attacked by a water molecule polarized into a nucleophilic state by D215. The rigid movement in the enzyme-substrate complex may impel distortion of the amide bond and facilitate the attack of nucleophilic water on the polarized carbonyl. Thus, in the tetrahedral intermediate I, the negatively charged D31 is stabilized by extensive hydrogen bonding. The amide nitrogen will have been pyramidalized with the new arrangement,
HE 31 ..~~,~.
"',
:3~~
c:J 217
218
Figure 8 The 'fireman's grip' at the active site of chymosin. Hydrogen bonds (broken lines) involved are T216N . . . m33oy1 (2.8 A), T330 "/1 . . . K2140 (2.7 ,~,), T 3 3 N . . . m216Oy1 (2.9 ,~,) and T2160"/1 . . . F310 (2.8 ,~). Other hydrogen bonds contributing to the stability of 032 and D215 are also shown (adapted from Newman et al., 1991).
Rennets: General and Molecular Aspects
H~ /l:r
/~..0,..
N
R
H'""
~'O ~
29
-
H. H
R/~O""~\H ~
ASP 21 $
aS,,' 2~s
\ M.... "'~"O
"'"O
\o I ASP 32
ASP 32 (a)
(b)
reactants
o,,olvent protonal~on.
tetrahedral intermediate I nitrogen ,twerson
/
C-N bonr mta1~n
fission, p r o t o n a h o f /
4./Fr'
H~
Asp 215 prolonation.
o\
H H
ASP 21 $ 0
..... ON
fission.
H....~. H
prolonalion
"-.
/ ASP 215
0
ASP 32
ASP 32 (d) products
o"
(c)
tetrahedral internted/ate il
Figure 9 A proposed catalytic mechanism for aspartic proteinases (Veerapandian et aL, 1990).
favouring protonation. A proton can be transferred from bulk solvent or from D215. A similar mechanistic proposal has been described by James et al. (1992). Pepsin and chymosin have been shown to catalyse peptide synthesis (Fruton, 1982; Jakubke, 1987; Abdel Malak, 1992). Formation of a peptide is catalysed by chymosin optimally at pH 4-5 which is similar for peptide hydrolysis (Abdel Malak, 1992). The pH optimum for peptide synthesis catalysed by pepsin is further from that for peptide hydrolysis. The catalytic ability of the enzyme is sensitive to the amino acid residues flanking the bond to be formed or hydrolysed as well as the nature of adjacent amino acid residues. Zymogen activation
The structure of porcine pepsinogen has been refined at high resolution (James and Sielecki, 1986; Sielecki et al., 1991; Hartsuck et al., 1992). Structural comparisons between pepsin and pepsinogen suggest that the enzyme and proenzyme structures are very similar. Most of the differences occur in the proximity of the cleft which, in pepsinogen, is covered and filled by the pro-part (1P-44P) and the first 13 residues of pepsin.
The extension of 13 residues adopts completely different conformations in the active and the zymogen forms (James and Sielecki, 1986). The secondary structure of the zymogen consists mainly of [3-sheet, with an approximate 2-fold axis of symmetry (James and Sielecki, 1986). The activation peptide packs into the active site cleft, and the N-terminus (2P-9P) occupies the position of the mature N-terminus (2-9) since the first ten amino acids of the pro-part form [3-strand aN of pepsinogen. Therefore, changes upon activation include excision of the activation peptide and proper relocation of the mature N-terminus. At neutral or alkaline pH, the pro-segment of pepsin binds and is stabilized across the active site between the two lobes by electrostatic, hydrogenbonding and hydrophobic interactions which contribute to the binding between the pro-segment and the rest of the protein (Sielecki et al., 1991). Lowering of pH protonates acidic residues on the mature enzyme portion of the molecule, thereby disrupting favourable electrostatic interactions with positively charged amino acid residues on the pro-segment. Subsequent conformational change of the zymogen leads to intramolecular proteolytic cleavage that liberates
30
Rennets: General and Molecular Aspects
the pro-segment from the zymogen (McPhile, 1972; Nielsen and Fohmann, 1993). The mechanisms of activation of zymogens of the aspartic proteinase are different and depend on the pH. At pH below 2.5, conversion of pepsinogen is primarily by an intramolecular mechanism. The propeptide is cleaved monomolecularly at position M16p-E17P, resulting in an active pseudo-enzyme which is enzymatically active and may form a complex with the released pro-segment. At pH values below 4.0, the L44p--I1 bond is not susceptible to proteolytic cleavage but becomes susceptible at higher pH. At low pH, the cleavage sites differ among the aspartic proteinases- F27p--Lx8p for calf prochymosin, human progastricsin and chicken pepsinogen, M16p--ElFp for porcine pepsinogen B and L26p--I27P for procathepsin D (Barkholt and Foltmann, 1975; Barkhoh et al., 1979; Truk et al., 1985; Fohmann, 1993; Larsen et al., 1993). Removal of the entire propeptide predominately occurs at pH 3-4 through an intermolecular mechanism. It has been suggested that cleavage of the F42p--G1 bond of prochymosin is faster at pH 2 than at pH 4.5 (Barkholt et al., 1979). The recombinant pepsinogen originally from Rhizopus and produced in E. coli can convert to the active enzyme in an acidic medium by a similar mechanism as for pepsinogen (Chen et al., 1991). The pseudorhizopus protease and rhizopus protease are generated by the cleavage at N38p--T39p and V45p--A1, respectively (p = prochymosin). Moore et al. (1995) have studied the crystal and the molecular structures of human progastricsin at 1.62 A resolution and suggest that human progastricsin has a conformational structure and mechanism of activation analogous to those for pepsinogen. Site-directed mutagenesis at the two sites for autoproteolysis of prochymosin suggests that these processing sites can function independent of one another (McCaman and Cummings, 1986, 1988). Changing the prochymosin sequence from F27p--L28P--Q29p--K30p--Q31P to F27P--P28p--R29P--Q30P--Q31P resulted in the partially activated zymogen at pH 2, while at pH 4.5, normal activation processing and proteolytic processing occurred (McCaman and Cummings, 1986). Conversely, when the seven residues including the processing site at pH 4.5 were removed, a new cleavage site (S37e--V38p) was generated at pH 4.5 while the processing site at pH 2 was not affected (McCaman and Cummings, 1988). The activation reactions are dependent on pH, salt concentration and temperature. At pH 5 and ---20 ~ activation is completed in two or three days (Rand and Ernstrom, 1964), while at pH 2, "-20 ~ and an ionic strength of 0.1, activation is completed in 5-10min (Fohmann, 1962). However, autoproteolysis alone may
not be able to generate the mature form of the enzymes as shown in procathepsin D, which cannot autoactivate to the mature enzyme at acidic pH (Larsen et al., 1993). Prochymosin is also activated by proteolytic enzymes, including plasmin, Legionella pneumophila metalloproteinase and Aspergillus oryzae thermolysin (Stepanov et al., 1990). Position 36p in the propeptides of gastric aspartic proteinases is generally occupied by lysine or arginine. This has led to the conclusion that a basic residue at this position, which interacts with the active-site aspartates, is essential for folding and activation of the zymogen. Lamb prochymosin has been shown by cDNA cloning to possess glutamic acid at position 36p. To investigate the effect of this natural mutation which appears to contradict the proposed role of this residue, calf and lamb prochymosins and their two reciprocal mutants, K36pE and E36pK, respectively, were expressed in E. coli, refolded in vitro and autoactivated at pH 2 and 4.7 (Francky et al., 2001). All four zymogens could be activated to active chymosin and, at both pH values, the two proteins with E36p showed higher activation rates than the two K36p forms. E36p was also demonstrated in natural prochymosin isolated from the fourth stomach of lamb, as well as being encoded in the genomes of sheep, goat and mouflon, which belong to the subfamily Caprinae. A conserved basic residue at position 36p of prochymosin is thus not obligatory for its folding or autocatalytic activation. The apparently contradictory results for porcine pepsinogen A (Richter et al., 1999) can be reconciled with those for prochymosin. K/R36p is involved in stabilizing the propeptide-enzyme interaction, along with residues nearer the N-terminus of the propeptide, the sequence of which varies between species. The relative contribution of residue 36p to stability differs between pepsinogen and prochymosin, being larger in the former (Francky et al., 2001). oLB-Crystallin, the small heat shock protein (Plater et al., 1996; Crabbe and Hepburne-Scott, 2001; Derham et al., 2001) can form a complex with prochymosin. After activation, once chymosin is recovered without bound cxB-crystallin, the yield of activity is increased (Chitpinityol et al., 1998b). Substrate-binding pockets and specificity
A high concentration of NaC1 or (NH4)2SO4 increases the hydrolytic activity of pepsin and retroviral proteinases, in addition to broadening their specificities (Kotler et al., 1989; Tropea et al., 1992). Aspartic proteinases have an extended substratebinding pocket that can accommodate at least seven amino acid residues. Detailed structural studies of
Rennets: General and Molecular Aspects
aspartic proteinase-inhibitor complexes have been used to identify the amino acid residues in each subsite (Bott et al., 1982; Andreeva et al., 1984; James et al., 1985; Blundell etal., 1987; Cooper etal., 1987; Foundling et al., 1987; James and Sielecki, 1987; Suguna et al., 1987). In chymosin, the subsites S1 and $1' are shallow pockets within the active site cleft. The S1 subsite (for binding of F105) has greater specificity than SI', and is blocked by YF5 (Gilliland et al., 1990). Therefore, a significant movement of the flap is essential to allow binding of the substrate. The S1 is quite hydrophobic compared to SI' in which an additional charged residue, E290, is near to the K-casein M106 side chain. The $2 pocket has low specificity and allows the peptide side-chains to adopt a range of conformations whereas at subsites $1 and $3, the conformation of the side chains is strongly restricted (Dhanaraj et al., 1992). Chymosin residues involved in the interactions with the corresponding residues of the substrate are shown together with a sequence identical to that of the K-casein cleavage site in Table 1. There are two differences in the S1 subsites of chymosin and the fungal proteinases that promote more hydrophobic S1 subsites (Gilliland et al., 1990). The first is the position of the flap region which is due to the reorientation of Yr5 and a deletion of one amino acid residue in this loop. Another difference is the substitution of L30 in chymosin for the D30 or the N30 of the rhizopus protease and penicillopepsin, respectively. In human cathepsin E, the important specificitydetermining interactions are found in the $3 (El3) and $2 (T222, E287, L289, 1300) subsites (Raonaik et al., 1995). Figure 10 summarizes the results of cleavage of the B chain of oxidized insulin by chymosin and some related acid proteinases. In chymosin, the S1 subsite has favourable interactions with aromatic amino acids at P1 whereas the SI' subsite is less specific (Bang-Jensen et al., 1964; Fohmann, 1964; Guillou e t a l . , 1991; Nedjar etal., 1991).
31
The fungal and yeast proteinases have an S1 subsite with a deeper pocket and broader specificity. Therefore, the $1 pocket can accomodate lysine as well as hydrophobic residues at P1 (Oka et al., 1973; Hofmann et al., 1984; Newman et al., 1993). However, in rhizomucor protease, specificity for lysine at P1 was not observed due to the absence of polar residues at positions 30 and 111. In retroviral aspartic proteinases, the primary specificities for HIV-1 and HIV-2 aspartic proteinases at P1 are L, M, Y and E and at PI' are P, M, F and A (Poorman et al., 1991). Among the isozymes of chymosin, chymosin A has a significantly higher specific activity than chymosin B (Fohmann, 1960) which may be the result of the enhanced binding affinity of K-casein through, possibly, the stronger electrostatic interactions between the substrate and chymosin A. In addition, these two isozymes have different pH optima, 4.2 and 3.7 for chymosin A and B, respectively. These different values may be the result of an extensive hydrogen-bonding network near the two catalytic aspartates. The optimum pH for proteolysis by aspartic proteinases depends upon the species from which the enzyme is produced, and the substrate used (Table 2). HIV-1 proteinase and renin have a high pH optimum among aspartic proteinases. The residues $35, T218 and D303 have been postulated to play a role in the pH profile of aspartic proteinases. In vitro mutagenesis of A35S of HIV-1 proteinase (A28S in HIV-1 numbering) showed a lowering of pKa2 (compared to wild type) by 1.2 units but no effect was found in the pKal value (Ido et al., 1991). In contrast, mutation of $35A in porcine pepsin lowered pKal and pKa2 but raised it for rhizopusprotease. Site-directed mutagenesis of T218A in porcine pepsin, chymosin and rhizopus protease shifted the pH optimum by 0.2-0.5 units (Mantafounis and Pitts, 1990; Tang et al., 1992). Mutation of A303D in renin lowered the pH optimum by 0.5 units (Yamauchi et al., 1988). Similarly, mutation of D303A in chymosin raised the optimum pH by 0.6 units (Mantafounis and Pitts, 1990). The double mutations, T218A/D303A
Table 1 The substrate-binding pockets of chymosin. Chymosin residues involved in the interactions with the corresponding residues of the substrate are shown together with residues at the K-casein cleavage site (adapted from Gilliland et aL, 1990; Newman et aL, 1991) Subsite
K-Casein residues
Chymosin residues
S4 S3 S2 $1 $1' $2' $3'
His102 Leul03 Serl04 Phel05 Met106 Alal07 Ile108
Ser219, Lys220, Gin288 Ser12, Gin13, Tyr75, Phe117, Gly217, Thr218, 8er219 Gly76, Thr77, Gly217, Thr218, Lys220 Leu30, Asp32, Gly34, Tyr75, Gly76, Phe117, Ile120, Asp215, Gly217, Thr219 Gly34, Tyr189, Asp215, Thr218, Glu289, Ile301 Gly34, Ser35, Tyr189 Tyr189
32
Rennets: General and Molecular Aspects
1 F
Chymosin 1 PeP sin2 Rhizopuspep sin3 Penicillopep sin3 Endothiapep sin4 Proteinase A s Cathepsin E 6 R. miehei APR 7 R. pusillus APR 8
i0 V
N
Q
H
L
C
G
S
H
20 L
1"
V
E
1" 1" 1" 1" 1" 1"
1]" 1" 1]" 1" 1"
1"
1]" 1" 1~ It
A
L
Y
L
V
C
G
30 E
R
1]" 1" 1" 1" It 1]' 1" 1" 1" 11" 1]" 1" 1" 1]" 1]" 1" 1" 11" 1]" 1]" 1" 1]" 1" 1]' 1]" 1]' 1]" 1" 1]" 1]" 1"
G
F
F
Y
T
P
KA
1" 1" 1" 1]"
1~ 1~ 1~ 1~ 1~
1" 1]" it "1" 1]" 1" 1]" 1]" 1]' 1]" 1]" 1]" 1)" 1~ It 1` It
Figure 10 Comparison of the cleavage specificity of chymosin towards the B-chain of oxidized insulin with those of some other aspartic proteinases. References: (1) Foltman (1964); (2) Sanger and Tuppy (1981); (3) Oka et al. (1973); (4) William et al. (1972); (5) Takahashi (1995); (6) Athauda et al. (1991) (pH 3.0); (7) Rickert (1971); (8) McCullough and Whitaker (1971). Legends: (1]') Main cleavage site and (1') other sites of action.
in chymosin affected the pH optimum similarly to that of D303A mutatagenesis (Pitts et al., 1993). The substrate specificity of aspartic proteinases is affected by the operating pH and the presence of salts (Kotler et al., 1989; Athauda et al., 1991; Tropea et al., 1992). The pH dependence of hydrolysis of synthetic substrates demonstrates that secondary specificity occurs at subsite $3 of mammalian aspartic proteinases whereas lower specificity is found in microbial proteinases (Dunn et al., 1986). In chymosin, isoleucine or valine is favoured at P3, and tyrosine, valine or serine at P2 (Guillou et al., 1991). The favourable interaction between K220 (NH3 +) of chymosin and glutamate ( C O 0 - ) in P2 of the substrate is suggested to cause the Table 2
effects of pH on hydrolysis (Dunn et al., 1987). The specificity at P2 towards both K220 and Q288 has been determined by in vitro mutagenesis (Suzuki et al., 1990; Quinn et al., 1991). We have studied the effect of replacing threonine 77 of chymosin by aspartate (mutant T77D), as well as the addition of two residues (mHmG) (mutant PC + 2) to the C-terminus of the protein, on the activity of the enzyme on a synthetic hexapeptide, L m S ~ F ( N O 2 ) ~ N I ~ A ~ L m O M e , as substrate (Chitpinityol et al., 1996, 1998a). For the recombinant wild type, the optimum pH was 3.7, similar to that reported for the authentic chymosin B using the same substrate (Martin et al., 1980). The PC + 2 mutant had an optimum pH
pH optimum for general proteolysis by chymosin and other aspartic proteinases
Enzymes
Substrates
Optimum pH
Chymosin
Acid-denatured haemoglobin
3.7
Bovine serum albumin Oxidized B-chain of insulin o~-,13-Caseins
3.4 3.5 4.5
Milk-clotting activity Synthetic peptides K-Casein H--P--H--P--H--L--SmF--M--A--Imp--p--K--K Oxidized B-chain of insulin Trypsinogen Haemoglobin Haemoglobin K-Casein Milk clotting Hammerten casein z--Phe--Leu--Ala--Ala Acid-denatured haemoglobin
6-6.3 4.7 5.5 5.4 2.0 3-4 2-2.5 4.0 4.5 5.5 3.5 3-4 3.2
Berridge (1945); Fish (1957) Foltmann (1959a) Fish (1957) Lindqvist and Storgads (1960) Okigbo et aL (1985a) Raymond et aL (1972) van Hooydonk et al. (1984) Visser et aL (1976, 1987) Fish (1957) Hofmann and Shaw (1964) William et aL (1972) Arima et al. (1970) Arima et al. (1970) Arima et aL (1970) Arima et aL (1970) Oka et aL (1973) Dreyer et aL (1986)
Haemoglobin
1.1
Takahashi (1995)
Pepsin Penicillopepsin Endothiapepsin Rhizomucorpepsin
S. cerevisiae
References
proteinase A A. niger proteinase A
Rennets: General and Molecular Aspects similar to the native enzyme. The optimum pH of T r r D mutant chymosin was shifted towards neutrality by 1 pH unit, to pH 4.7 from 3.7. The optimum temperature for the activity of the TrrD mutant was increased relative to the wild-type enzyme, from approximately 45 ~ for the wild type and PC + 2 mutant, to 55 ~ for the TrrD mutant. These changes may be due to the increased negative charge at the 'flap' region that may have altered the network hydrogen bonding and influenced the substrate recognition of the enzyme.
Inhibitors All aspartic proteinases are inhibited by pepstatin, by the binding of the hydroxyl group of statine to the two catalytic aspartates (Marciniszyn et al., 1976a,b). The inhibition constant (Ki) of pepstatin for chymosin determined at pH 6.0 and 3.2 is 2.2 • 10 -7 mol/1 and 3.2 • 10-8mol/1, respectively (Powell etal., 1985). Pepsin and cathepsin also show pH-dependency of the inhibitory effect (Knight and Barrett, 1976; Baxter et al., 1990), and psuedochymosin is more sensitive to pepstatin than chymosin (McCaman et al., 1985). As pepstatin is relatively ineffective towards calf chymosin, analogue inhibitors have been developed. A series of inhibitors have been designed by Powell et al. (1985), including R(CO) N H ~ L ~ S - - S t a ~ A ~ I m P ~ P ~ K ~ K (R = acyl group) which has a Ki value for chymosin almost 20-fold better than pepstatin at pH 6.0 and approximately 10-fold better at pH 3.1 than pepstatin. Chymosin is inhibited by the pro-part of chicken pepsinogen (Ki value of 8 • 10 -8 molA at pH 5.6) but not by its own pro-segment (Strop et al., 1990).
M e c h a n i s m of Milk Clotting In milk, the primary soluble proteins are the whey proteins, ot-lactalbumin and [3-1actoglobulin. The insoluble proteins are found in large colloidal particles, called casein micelles. K-Casein is a calcium-insensitive protein which forms a protective layer around the calciumsensitive caseins (ORS1-, Ors2- , ~ - and y-), resulting in stable casein micelles. In the presence of chymosin, milk clotting occurs in two separate steps. The first phase starts with the cleavage of K-casein at the F105~M106 bond which results in the release of a hydrophilic glycopeptide (residues 106-169) that passes into the whey, and para-K-casein that remains in the micelles, para-K-Casein is positively charged at neutral pH and causes a decrease of electric repulsive forces between casein micelles (Green, 1973). Hydrolysis of other proteins in milk, including ors1-, ors2- and [3-caseins and ot-lactalbumin monomer, by chymosin has been reported with a much slower rate
33
of proteolysis (Caries and Dumas, 1985; Miranda et al., 1989). The proteolytic action of microbial proteases on K-casein has been reported (de Koning, 1967; Yu et al., 1968; Larson and Whitaker, 1970). Porcine pepsin A and C, and R. miehei proteinase cleave the same bond as chymosin (F105~M106), but C. parasitica proteinase cleaves the $104~F105 bond (Dr~nse and Foltmann, 1989). Chymosin causes limited hydrolysis of K-casein, with the formation of only macropeptide and para-K-casein, while fungal proteinases cause extensive non-specific hydrolysis of both K-casein and para-K-casein (Shammet etal., 1992). Visser et al. (1980) suggested that other residues near the cleaved bond are also involved in the hydrolytic reaction. From studies with synthetic peptides, two additional residues at both sides of the hydrolysable bond are required for appreciable reaction (Raymond et al., 1972). The peptide corresponding to residues 98-111 of K-casein ( H - - P m H - - P m H m L - - S - - F - - M m A m I m ProP--K) was found to provide a complete requirement for hydrolysis (Visser et al., 1987, 1988). Initially, the stability of the micelle is destroyed by the action of chymosin. This is followed by a nonenzymatic secondary phase in which the aggregation of para-K-casein and other caseins occurs under the influence of Ca 2+ and eventually results in gel formation (Bringe and Kinsella, 1986a; Merin et al., 1989). The formation of a clot is Ca 2+ dependent. The primary and the secondary phases of milk clotting overlap as the aggregation of micelles begins before the enzymatic process is complete (Brown and Collinge, 1986; Bringe and Kinsella, 1986b). Several factors influence the milk-clotting process, including pH, temperature, ionic strength, enzyme concentration and salts (Foltmann, 1970; Okigbo et al., 1985a,b; Bringe and Kinsella, 1986a,b). The reaction is pH dependent; at high pH (6.6-6.7), the clotting time and the curd firmness are reduced (Okigbo etal., 1985a), while at low pH (3-4), the hydrolytic activity is high and a decrease in curd yield occurs. Generally, milk clotting is performed at pH 6.3-6.6; only when direct acidification is used does rennet coagulation occur at a pH value down to 5.6. The rate of milk clotting increases with temperature as long as the enzyme is stable (Berridge, 1942). Increasing the temperature above 30-32 ~ or reducing the pH from 6.6 permits flocculation at a lower percentage of K-casein hydrolysis (Dalgleish, 1982). However, the induction of gel formation at 35 ~ requires approximately 65% hydrolysis of K-casein (Carlson et al., 1986). The differences in milk constituents (both proteins and other chemicals) as well as the pre-treatment process can affect the rate of the primary enzymatic stage. The time
34
Rennets: General and Molecular Aspects
taken to coagulate milk decreases with increasing enzyme concentration, but the formation and firmness of the gel is not altered (Bringe and Kinsella, 1986a). Milk-clotting activity is also dependent on the source of chymosin; for example, porcine chymosin is eight times more active on porcine milk than on bovine milk; calf chymosin is only half as active on porcine milk as on bovine milk and the activity of lamb chymosin is about 20% higher on ovine milk than on bovine milk (Foltmann, 1992). Calcium ion concentration affects milk clotting by forming bridges between micelles to form the coagulum and minimizes variability arising from inconsistency in milk composition (Berridge, 1952; Bringe and Kinsella, 1986b). However, Pyne (1955) reported that other ions, such as strontium, magnesium and barium, could affect the Ca 2+ requirement for coagulation. Milk clotting is inhibited by anions (Bringe and Kinsella, 1986b). While synthetic substrates have been used to reveal the hydrolytic mechanism of chymosin and other aspartic proteinases (Raymond etal., 1972; Martin etal., 1980; Visser et al., 1987, 1988), milk clotting is much more complicated than the hydrolysis of a synthetic substrate. For cheesemaking, the appropriate enzyme should have a high ratio of milk-clotting activity to proteolytic activity (C/P) (Dalgleish, 1982). The C/P ratio of chymosin is higher than for other enzymes; over 2 times higher than rhizomucor protease, 4 times higher than cryphonectria protease and over 25 times higher than pepsin, trypsin and papain (Martin et al., 1980; Yada and Nakai, 1986).
Recombinant Calf Chymosin Chymosin has been used as the milk-clotting enzyme for the industrial production of cheese. Several rennet substitutes have been used, including bovine pepsin (from adult cows), fungal proteinases and other proteolytic enzymes. However, they have a much greater level of non-specific proteolytic activity, and in some cases higher thermostability that causes more degradation of milk proteins to peptides, leading to a reduction in yield and poor flavour development in some types of cheese. Consequently, there have been numerous attempts to produce chymosin in micro-organisms. Prokaryotic expression
The first report of an attempt to produce chymosin in E. coli was that of Uchiyama et al. (1980). Efforts to express prochymosin cDNA in E. coli led to intracellular accumulation of inactive chymosin in the form of inclusion bodies (Emtage et al., 1983; Nishimori et al., 1984; McCaman et al., 1985; Kawaguchi et al., 1987;
Chitpinityol etal., 1998a). Generally, chymosin was synthesized in the form of M-prochymosin or N-terminal fusion proteins under the control of E. coli lac promoter (Nishimori et al., 1984; McCaman et al., 1985), trp promoter (Beppu, 1983; Emtage et al., 1983; Kawaguchi et al., 1984; Marston et al., 1984; Nishimori etal., 1984), tac promoter (McCaman etal., 1985; Strop etal., 1990), APR promoter (Caulcott etal., 1985), pho A promoter (Little et al., 1989) or T7 promoter (Chitpinityol et al., 1998a). In E. coli expression systems, the recombinant prochymosin was expressed at a high level which resulted in the accumulation of highly refractive inclusion bodies (Emtage et al., 1983; Kawaguchi et al., 1984; Shoemaker et al., 1985). The inclusion bodies produced were up to 40% of the total cell mass and were organized in an irregular mass without any obvious membranelike boundary, with an average diameter of 0.5-1 tzm (Marston et al., 1984; McCaman et al., 1985; Strop et al., 1990; Kapralek et al., 1991). The synthesis of prochymosin as intracellular inclusion bodies causes a fragilility of cell membranes, and the loss of cell respiratory activity and their ability to multiply (Marston et al., 1985; Kapralek et al., 1991). The production of inclusion bodies can be improved by the plasmid construction, plasmid stability, host strain, composition of the cultivation medium and growth temperature (Caulcott et al., 1985; Kawaguchi et al., 1986, 1987; Kapr~ilek et al., 1991). The N-terminal methionine of Met-prochymosin can be removed together with pro-part during acid activation. The insoluble form of prochymosin requires denaturing condition (8 mol/1 urea or 6 mol/1 guanidine HC1) to solubilize prochymosin, followed by renaturation to generate correctly folded protein that can be activated (Shoemaker et al., 1985). The deletion of disulfide bonds from prochymosin showed that the presence of disulfide bonds was not reponsible for inclusion body formation (McCaman, 1989). Improvements in the production of recombinant chymosin in E. coli have been successively developed by selection of host strain, the modification of plasmids and the optimization of cultivation conditions (Kawaguchi et al., 1986; Kapr~ilek et al., 1991). It has also been found that a high yield of active recombinant calf chymosin can be achieved by optimizing solubilization and renaturation conditions (Tichy et al., 1993; Yonezawa et al., 1993; Chitpinityol et al., 1996; Chitpinityol et al., 1998a,b). In our experiments (Chitpinityol et al., 1998a), the recombinant enzyme was refolded by a modified procedure based on that of Marston et al. (1984). Table 3 shows that the yield of chymosin was maximal when the urea mixture was diluted 25-fold (0.32 tool/1 final urea concentration). If the solubilization mixture was diluted over 25-fold, the yield of chymosin was
Rennets: General and Molecular Aspects
35
Table 3 Effect of dilution ratios on the yield of chymosin recovered by refolding. Washed inclusion pellets (protein concentration, 7.9 mg/ml) were solubilized in 8 mol/I urea buffer, pH 8. The urea mixture was incubated at 25 ~ for 1 h before the insoluble molecules were removed by centrifugation. The urea solution was then diluted in a high pH buffer (pH 10.7) for renaturation of prochymosin. The protein concentration was determined by using a BCA Protein Assay Reagent Dilution ratio of urea mixture in buffer pH 10. 7
Final urea concentration (M)
Initial concentration of protein in buffer (mg/ml)
Final amount of activated chymosin (mg)
1:10 1:20 1:25 1:30 1:40
0.80 0.40 0.32 0.27 0.20
0.79 0.39 0.32 0.26 0.20
0.46 0.49 0.50 0.40 0.26
dependent on the protein concentration in the alkaline buffer. Table 4 shows that 0.25 mg/ml protein was optimal under the refolding conditions used. This optimized procedure improves the yield of recombinant enzyme nearly three-fold. Since insoluble proteins require a further refolding process prior to regaining enzymatic activity, there have been attempts to produce prochymosin extracellularly. The N-terminal sequence of prochymosin was fused to a signal peptide of the outer membrane protein A; this resulted in cell lysis after induction (Elliott et al., 1989). Holland et al. (1990) reported that the fusion of hemolysin Hly A 8 signal sequence to the C-terminal of prochymosin resulted in the production of hybrid protein up to 25% of the total cell proteins, of which 0.8% was a soluble hybrid product. An expression system for the production of soluble porcine pepsinogen A has been developed by fusing the pepsinogen and the thioredoxin genes and then expressing the fused product in E. coli (Tanaka and Yada, 1996). Other bacterial expression systems used to produce prochymosin include Lc. lactis, Bacillus subtilis and L forms of Proteus mirabilis (Kapralek et al., 1991; Parente et al., 1991; Simons et al., 1991). In Lc. lactis, the cDNA for prochymosin was expressed under the control of proteinase prtP promoter by fusion with various lengths of Lc. lactis cell envelope-located protease (Simons et al., 1991). Under the control of the T5 phage promoter and
the induction of a two-cistron sequence at the 5' region of the gene, prochymosin was synthesized as insoluble aggregates in B. subtilis cells but the yield was still low (Parente et al., 1991). The extracellular production of prochymosin in B. subtilis can be achieved by fusing the prochymosin gene to the B. subtilis subtilisin signal sequence and production reached up to 100 mg/1 (Parente et al., 1991). Using L forms of a P. mirabilis expression system, the fusion of prochymosin cDNA minus codons 1-4 to streptococcal pyrogenic exotoxin type A gene (speA') sequences resulted in the secretion of fusion prochymosin up to 40 lxg/ml of cell-free culture fluid (Kapralek et al., 1991). Eukaryotic expression
Several eukaryotes, including yeast, fungi, insect and mammalian cells, have been used for the production of prochymosin and chymosin. In S. cerevisiae, the cDNA coding for preprochymosin, prochymosin or chymosin has been expressed under the control of phosphoglycerate kinase (pgk), galactosidase (gal 1 and gal 10) and triosephosphate isomerase (tpi). The proteins are synthesized mainly as insoluble forms which accumulate in the cells and are difficult to activate (Mellor et al., 1983; Golf et al., 1984; Moir and Davidow, 1991). Expression of preprochymosin cDNA did not allow the secretion of chymosin, while substituting yeast invertase signal
Table 4 Effect of protein concentration on the refolding of recombinant prochymosin. Inclusion bodies solubilized in 8 M urea were diluted to various protein concentrations in phosphate buffer, pH 10.7. The urea final concentrations were kept at 0.32 mol/l. The protein concentrations were determined by using a BCA protein assay reagent Initial protein concentration (mg/ml)
Initial amount of protein (mg)
Final amount of activated chymosin (mg)
% of refolding
0.32 0.28 0.25 0.22 0.19
1.58 1.42 1.26 1.11 0.95
0.33 0.31 0.37 0.28 0.18
20.86 21.85 28.99 25.54 18.66
36
Rennets: General and Molecular Aspects
peptide for the chymosin secretion signal peptide led to the secretion of approximately 10% of the total prochymosin made (Moir et al., 1985). The secretion of prochymosin is critical for obtaining soluble activatable proteins. The failure to form or the incorrect formation of disulfide bonds is characterized by insoluble prochymosin produced in the cytoplasm of both yeast (Smith et al., 1985) and E. coli (Shoemaker et al., 1985). Using yeast secretion signals, integration of the transcriptal units into yeast genome and mutations of the host genome, the secretion of prochymosin increased at least 80-fold which allowed the production of activatable prochymosin to a level of 20 mg/l of culture medium (Smith et al., 1985; Moir and Davidow, 1991). Kluyverornyces lactis has been developed as an alternative host to S. cerevisiae in the expression of recombinant proteins. It has been used successfully to secrete prochymosin under various signal sequences. Efficient synthesis and secretion of prochymosin to more than 95% of the theoretical levels was achieved by using the K. lactis lactase gene (Lac4) (van den Berg et al., 1990). Commercially viable yields have been obtained from this species by DSM Food Specialities, Delft, the Netherlands. The yeast, Yarrowia lipolytica, has also expressed prochymosin using either the Leu2 or the alkaline protease XPR2 promoters (Franke et al., 1988). All of the prochymosin produced by these systems was readily activated to mature chymosin. Filamentous fungi have also been used as hosts for the production of chymosin. In Aspergillus nidulans, chymosin was synthesized as an active extracellular enzyme using the glucoamylase (glaA) promoter from A. niger (Cullen et al., 1987). A commercial strain of A. niger var. awarnori has been used to express prochymosin cDNA under different expression cassettes (Ward, 1989; Ward et al., 1990). The level of active extracellular chymosin was 250mg/1 when prochymosin cDNA was fused with the entire coding sequence for glucoamylase and expressed in the host which has been deleted of the aspergillopepsin A gene (pepA) (Ward et al., 1990). The introduction of an N-linked glycosylation site on the flap region resulted in a 10-fold increase in the production of secreted glycosylated chymosin over the wild-type chymosin, possibly as a result of improved secretion efficiency. The milk-clotting activity of glycosylated chymosin was reduced to about 20% of the native enzyme. However, almost all of the activity was recovered after endoglycosidase H treatment (Berka et al., 1991). The production of chymosin by A. niger var. awamori has been obtained up to 1.3 g/1 by combining a mutagenesis and an efficient screening programme (Dunn-Coleman et al., 1991). About 10 mg/l chymosin has been produced by A. oryzae using a host or-amylase promoter (Boel et al.,
1987) whereas in the same expression system, a more than 3 g/1 of rhizomucor protease was obtained (Christensen et al., 1988). The production of chymosin by Trichoderma reesei has also been reported, using chymosin signal peptide, cellobiohydrolase I (cbh I) sequence or the fusion of cbh I-chymosin signal sequence (Harkki et al., 1989). Chymosin A was produced at a level of 40 mg/1 (Harkki et al., 1989). A number of chymosin mutants cloned in T.. reesei have been reported to exhibit novel properties, including mutants with a shift in the pH optimum, substrate-specificity pocket and an altered surface loop (Pitts et al., 1991, 1993). These mutants might be of interest in commercial investigations. The prochymosin secreted by T. reesei was readily activated to chymosin. In HeLa cells, calf preprochymosin cDNA has been expressed under the CMV-SV promoter (Kolmer et al., 1991). The product was processed to prochymosin prior to secretion into the cultivation medium at a level of 10-20 mg/1 and readily activated to chymosin by acid treatment. Recombinant chymosin is now produced in largescale commercial operations using E. coli (California Biotechnology and DSM Food Specialities, the Netherlands), Kluyverornyces lactis (DSM Food Specialities, the Netherlands) or mammalian cells (Upjohn, USA) as the hosts (Hodgson, 1993). Many firms, including Genencor/Genentech, Celltech, Hansen and Novo, produce recombinant enzymes for laboratory use. Varieties of cheese have been made using recombinant chymosin and evaluated in comparison to cheese produced using the natural enzyme. No significant differences could be detected between them, regarding recovery of milk solids, rate of proteolysis during ripening, as well as in the characteristics of the final cheese products (Green et al., 1985; Kawaguchi et al., 1987; Hicks et al., 1988; Bines et al., 1989; Flamm, 1991; Ward and Kodama, 1991). Recombinant lamb chymosin has been used as an alternative coagulant in cheese production, and the overall quality was at least comparable to cheese made with recombinant calf chymosin, and was scored better than cheese made using bovine rennet (Rogelj et al., 2001).
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tional contribution of Thr218, Lys220 and Asp304 in chymosin. Protein Eng. 4, 69-71. Takahashi, K. (1995). Proteinase A from Aspergillus niger. Meth. Enzymol. 248, 146-155. Tanaka, T. and Yada, R.Y. (1996). Expression of soluble cloned porcine pepsinogen A in Escherichia coli. Biochem. J. 315, 443-446. Tanaka, T. and Yada, R.Y. (2001). N-Terminal portion acts as an initiator of the inactivation of pepsin at neutral pH. Protein Eng. 14, 669-674. Tang, J., Sepulveda, P., Marciniszyn, J., Chen, K.C.S., Huang, W.-Y., Tao, N., Liu, D. and Lanier, J.P. (1973). Amino acid sequence of porcine pepsin. Proc. Natl. Acad. Sci. USA 70, 3437-3439. Tang, J., James, M.N.G., Hsu, I.N., Jenkins, J.A. and Blundell, T.L. (1978). Structural evidence for gene duplication in the evolution of the acid proteases. Nature 271, 618-621. Tang, J., Lin, L., Co, E., Hartsuck, J.A. and Lin, X. (1992). Understanding HIV-proteinase: Can it be translated into effective therapy against AIDS? Scand. J. Clin. Lab. Invest. 52 ($210), 127-135. Tichy, P.J., Kapr~ilek, E and Jecmen, P. (1993). Improved procedure for a high-yield recovery of enzymatically active recombinant calf chymosin from Escherichia coli inclusion bodies. Protein Expr. Purific. 4, 59-63. Togni, G., Sanglard, D., Falchetto, R. and Monod, M. (1991). Isolation and nucleotide sequence of the extracellular acid protease gene (ACP) from the yeast Candida tropicalis. FEBS Lett. 286, 181-185. Toh, H., Ono, M., Saigo, K. and Miyata, T. (1985). Retroviral protease-like sequence in yeast transposon Tyl. Nature 315,691. Tonouchi, N., Shoun, H., Uozumi, T. and Beppu, T. (1986). Cloning and sequencing of the gene for mucor rennin, an aspartate protease for Mucor pusillus. Nucl. Acids Res. 14, 7557-7568. Tropea, J.E., Nashed, N.T., Louis, J.M., Sayer, J.M. and Jerina, D.M. (1992). Effect of salt on the kinetic parameters of retroviral and mammalian aspartic proteases. Bioorg. Chem. 20, 67-76. Turk, V., Lah, T., Puizdar, V., Babnik, J., Kotnik, M. and Kregar, I. (1985). Cathepsins D and E: molecular characteristics and mechanism of activation, in, Aspartic Proteinases and Their Inhibitors, Kostka, V., ed., Walter de Gruyter and Co., Berlin. pp. 283-297. Uchiyama, H., Uozumi, T., Beppu, T. and Arima, K. (1980). Purification of prorennin mRNA and its translation in vitro. Agric. Biol. Chem. 44, 1373-1381. Umezawa, H., Aoyagi, T., Morishima, H., Matsuzaki, M., Hamada, M. and Takeuchi, T. (1970). Pepstatin, a new peptide inhibitor produced by actinomycetes. J. Antibiotics 23,259-262. van den Berg, J.A., van der Laken, K.J., van Ooyen, A.J.J., Renniers, T.C.H.M., Rietveld, K., Schaap, A., Brake, A.J., Bishop, R.J., Schultz, K., Moyer, D., Richman, M. and Schuster, J.R. (1990). Kluyveromyces as a host for heterologous gene expression: expression and secretion of prochymosin. Bio/Technology 8, 135-139.
van Hooydonk, A.C.M., Olieman, C. and Hagedoorn, H.G. (1984). Kinetics of the chymosin-catalysed proteolysis of K-casein in milk. Neth. Milk Dairy J. 38, 207-222. Veerapandian, B., Cooper, J.B., Sali, A. and Blundell, T.L. (1990). X-ray analyses of aspartic proteinases. III. Threedimensional structure of endothiapepsin complexed with a transition-state isostere inhibitor of renin at 1.6 A resolution. J. Mol. Biol. 216, 1017-1029. Visser, S., van Rooijen, P.J., Schattenkerk, C. and Herling, K.E.T. (1976). Peptide substrates for chymosin (rennin): kinetic studies with peptides of different chain length including parts of the sequence 101-112 of bovine K-casein. Biochim. Biophys. Acta 438, 265-272. Visser, S., van Rooijen, P.J. and Slangen, C.J. (1980). Peptide substrates for chymosin (rennin): isolation and substrate behaviour of two tryptic fragments of bovine K-casein. Eur. ]. Biochem. 108,415-421. Visser, S., Slangen, C.J., and van Rooijen, P.J. (1987). Peptide substrates for chymosin (rennin): interaction sites in K-casein related sequences located outside the (103-108) haxapeptide region that fits into the enzyme's active site cleft. Biochem. J. 244,553-558. Visser, S., Vanalebeek, G.J., Rollema, H.S. and Friedenthal, M.K. (1988). Spectrophotometric method for the determination of chymosin and pepsin in calf and adult bovine rennets. Neth. Milk Dairy J. 42,221-232. Ward, M. (1989). Production of calf chymosin by Aspergillus awamori, in, Genetics and Molecular Biology of Industrial Microorganisms, Hershberger, C.L., Queener, S.W. and Hegeman, G., eds, American Society for Microbiology, Washington. pp. 288-294. Ward, M. and Kodama, K.H. (1991). Introduction to fungal proteinases and expression in fungal systems, in, Structure and Function of the Aspartic Proteinases, Dunn, B.M., ed., Plenum Press, New York. pp. 149-159. Ward, M., Wilson, L.J., Komada, K.H., Rey, M.W. and Berka, R.M. (1990). Improved production of chymosin in Aspergillus by expression as a glucoamylase-chymosin fusion. Bio/Technology 8,435-440. William, D.C., Whitaker, J.R. and Caldwell, P.V. (1972). Hydrolysis of peptides bonds of the oxidized B-chain of insulin by Endothia parasitica protease. Arch. Biochem. Biophys. 149, 52-61. Wlodawer, A., Miller, M., Jaskolski, M., Sathyanarayana, B.K., Baldwin, E., Weber, I.T., Selk, L.M., Clawson, L., Schneider, J. and Kent, S.B.H. (1989). Conserved folding in retroviral proteases: crystal structure of a synthetic HIV-I protease. Science 245,616-621. Wong, R.N.S. and Tang, J. (1986). Cloning and sequence: analysis of cDNA for human progastricsin. Federation Proc. 45, 105. Yada, R.Y. and Nakai, S. (1986). Use of principal component analysis to study the relationship between physical/chemical properties and milk-clotting to proteolytic activity ratio of some aspartyl proteinases. J. Agric. Food Chem. 34, 675-679. Yamada, T. and Ogrydziak, D.M. (1983). Extracellular acid proteases produced by Saccharomycopsis lipolytica. J. Bacteriol. 154, 23-31.
Rennets: General and Molecular Aspects
Yamauchi, T., Nagahama, M., Hori, H. and Murakami, K. (1988). Functional characterization of Asp-137 mutant of human renin expressed in COS cells. FEBS Lett. 230, 205-208. Ye, X.Y., Yoshida, S. and Ng, T.B. (2000). Isolation of lactoperoxidase, lactoferrin, alpha-lactalbumin, beta-lactalbumin B and beta-lactoglobulin A from bovine rennet whey using ion exchange chromatography. Int. J. Biochem. Cell Biol. 32, 1143-1150.
45
Yonezawa, M., Suzuki, J., Nishiyama, M., Horinouchi, S. and Beppu, T. (1993). Role of the amino-terminal amino acid sequences determinating the in vitro refolding process of prochymosin polypeptide. J. Biotechnol. 28, 85-97. Yu, J., Iwasaki, S., Tamura, G. and Arima, K. (1968). Physical properties and amino acid composition of mucorrennin crystal isolated from Mucor pusillus var. Lindt. Agric. Biol. Chem. 32,1051.
Rennet-induced Coagulation of Milk D.S. Horne and J.M. Banks, Charis Food Research, Hannah Research Institute, Ayr KA6 5HL, Scotland
Introduction
The first stage of cheese manufacture is the conversion of liquid milk to cheese curd. Traditionally, this was achieved by the addition of rennet to coagulate the milk and by the subsequent expulsion of the whey by syneresis. In this chapter, we will be concerned with the first of these steps, the enzyme-induced coagulation. Later chapters will review syneresis and curd-handling procedures. We will consider the basic chemistry and physics underlying aggregation and gel formation, and the technological factors (milk composition, processing) that influence the coagulation process. In doing so, we will be covering ground treated in two separate consecutive chapters on enzymatic coagulation of milk (Dalgleish, 1993) and on post-coagulation phenomena (Green and Grandison, 1993) in the earlier editions, but updating and broadening those reviews. Attention is also drawn to more recent work by Lomhoh and Qvist (1999). Milk can also be clotted by acidification or a combination of significant acidification and minor enzymic action. These aspects form the subject of 'Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1. After the addition of chymosin or other milk-clotting enzyme to the milk, nothing apparently happens for some time until the milk coagulates rapidly. During this lag phase, the enzyme hydrolyses the K-casein which stabilizes the casein micelles. When sufficient destabilization has been brought about, an aggregation reaction is set in train and this eventually leads to a three-dimensional, space-filling gel, the cheese curd. Previously, this overall coagulation reaction has been envisaged as occurring in three stages. The enzymatic proteolysis forms the first or primary phase, and leads to the activation of the aggregating species. In the secondary phase, which overlaps the first, since the milk may begin to clot before the enzymatic cleavage of K-casein is complete (Green et al., 1978; Dalgleish, 1979; Chaplin and Green, 1980), the destabilized micelles begin to aggregate and most of the previous discussions stop with this stage (Dalgleish, 1992, 1993; Hyslop, 2003). Those authors recognize the possibility of a third stage but consider this to involve changes largely in the curd structure once it has formed. Just as the first and the second stage overlap, it will be our c o n -
tention that so too does the aggregation phase overlap the development of curd structure and properties. Indeed conceptually, together they comprise the gelation process. We therefore view this partitioning of second and third stages as wholly (or largely?) artificial and aim to treat the formation of the coagulum, at least to the cutting stage, in a single mechanistic framework. The drastic changes, post-cutting, take the curd into a completely different environment, and their treatment is beyond the remit of this chapter.
Milk P r o p e r t i e s
Cheesemaking capitalizes on the curdling of milk. To understand the coagulation reaction, we must look more closely at the individual components of milk to discern their role, particularly the fat, the protein and the minerals. Fat
Fat exists in natural milk as small globules surrounded by membrane proteins and in a size range dependent on breed, lactational status and diet of the cow. The fat in milk helps to produce flavour, aroma and body in mature cheese. Unless the milk is homogenized, the fat globules are physically trapped in the protein network created in gel formation. Hence, their size and the network mesh size interact in determining the overall yield of cheese. Otherwise, the fat globules play the part of an inert filler in influencing curd rheological properties but no active role in gel formation. Homogenization of the milk, which creates many more smaller fat droplets, stabilizes these droplets by utilization of adsorbed whey and casein proteins. Where these are caseins, they can be involved in gel formation and influence its development. These aspects are considered in later sections. Protein
Two types of protein are found in milk: the globular whey proteins, which are soluble in the serum phase, and the caseins which exist in a stable colloidal suspension of aggregates known as casein micelles. Cheesemaking exploits the destabilizing mechanisms nature
Cheese: Chemistry, Physics and Microbiology, Third edition- Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
48
Rennet-induced Coagulation of Milk
has built into this colloidal system by using the natural enzyme, chymosin, originally extracted from the stomach of the calf but nowadays available in cloned form, to hydrolyse the K-casein and induce the destabilization of the casein micelle system to form a gel. The properties of the caseins and their micellar form play a major role in defining that reaction and its final outcome. Casein chemistry
The caseins are a family of phosphoproteins. In bovine milk, the family consists of four distinct gene products, designated OLsl-, OLsz-, [3- and K-caseins. Together, they constitute around 80% of bovine milk protein and are found in the approximate proportions 4:1:4:1, respectively (Davies and Law, 1980; Walstra and Van Vliet, 1986). Two post-translational modifications of the proteins, newly synthesized in the mammary gland, have a major impact on the physico-chemical, functional and assembly properties of the proteins. These reactions are glycosylation and phosphorylation. In bovine casein, only K-casein is found glycosylated with several threonine, and occasionally serine, residues in the hydrophilic C-terminal end of the K-casein molecule carrying relatively short sugar chains (Zevaco and Ribadeau-Dumas, 1984; Vreeman etal., 1986). Glycosylation is not complete, however, and the nonglycosylated form is still the major component (Vreeman et al., 1986). These oligosaccharide chains increase the negative charge (through inclusion of sialic acid), the hydrodynamic bulk and the hydrophilic character of the C-terminal end of the K-casein molecule. The second post-translational reaction is phosphorylation. All the caseins are phosphorylated at serine, or rarely threonine, residues to varying extents. The phosphorylation reaction requires a particular sequence template, mSer--X--A, where X is any amino acid and A is Glu, SerP or, rarely, Asp (Mercier, 1981). The pattern of serine residues along the amino acid sequences of Ors1-, C~sz-and [3-caseins ensures that most of the phosphorylated residues are found in clusters in these molecules, one in [3-casein, two in OLsl-casein and three in oLsz-casein (Swaisgood, 1992). K-Casein is unique amongst the caseins in the absence of phosphoseryl clusters along its sequence. Most K-casein molecules contain only one phosphoseryl residue but some evidence indicates a minor amount of doubly phosphorylated proteins but still only as singlets (Vreeman et al., 1977). Bovine caseins are almost always fully phosphorylated to the level of their potential. At most only one of the template serines is found without its expected phosphate residue in Ors1- and [3-caseins. Most gaps are found with O~sz-casein where the variability ranges from 10 to 13 moles P per mole protein (Whitney, 1988).
The influence of the varying degrees of phosphorylation of the caseins is mirrored in the sensitivity of these molecules to calcium-induced precipitation. Thus, Otsz-casein is the most calcium sensitive, precipitating at Ca 2+ concentrations less than 2 mM (Aoki et al., 1985), while OLsl-casein precipitates in the range 3-8 mM (Parker and Dalgleish, 1981; Aoki et al., 1985; Farrell et al., 1988) and [3-casein precipitates in the range 8-15 mM Ca 2+ at 37 ~ but remains in solution at 1 ~ (Parker and Dalgleish, 1981; Farrell etal., 1988). K-Casein remains soluble at all these calcium concentrations and prevents the precipitation reaction when present with the other casein types, producing instead a colloidal suspension. Casein structures
Controversy still exists over the level of secondary structure present in the caseins. Previously, much of this was designated to the random coil in line with the open, highly hydrated state presented by the molecules in solution. Because of this, the caseins have been described as rheomorphic proteins, indicating that their conformational structure is dictated by, and is responsive to, the molecular environment (Holt and Sawyer, 1993). Views have shifted, however, and current opinion suggests that parts of [3- and K-caseins might adopt the polyproline II-helix structural motif (Farrell et al., 2001; Syme et al., 2002). From the point of view of their self-association and micellar assembly, the amphiphilicity of the caseins may play a more crucial role than recognizable secondary structural elements (Horne, 2002). The clustering of the phosphoseryl residues has already been mentioned, and these groupings are further flanked by polar and charged residues making these regions very hydrophilic. Other regions of the casein molecules have a high concentration of hydrophobic residues, conferring on the molecules an almost block copolymerlike structure. Thus, the N-terminal peptide of [3-casein with the phosphoseryl cluster is very hydrophilic and the C-terminal is very hydrophobic. The behaviour of this protein on adsorption at a hydrophobic interface reflects this segregation, with the hydrophobic C-terminus adsorbing strongly and the hydrophilic N-terminal sticking out into solution (Horne and Leaver, 1995). Ample experimental evidence from dynamic light scattering, neutron reflectivity, enzyme proteolysis and surface force measurements confirm this view (Horne and Leaver, 1995). Further support comes from selfconsistent field calculations to determine the segment density function of a polymer model of [~-casein, normal to the adsorbing surface (Dickinson et al., 1997a,b). Similar calculations carried out on C~sl-casein suggest that it can be sub-divided into three blocks, a hydrophobic
Rennet-induced Coagulation of Milk
N-terminal region, a hydrophilic central loop, containing the phosphoseryl clusters which extends out into the aqueous phase on adsorption of the molecule to a hydrophobic surface, and a hydrophobic C-terminal peptide (Dickinson et al., 1997a). Calculations suggest that these hydrophobic regions are entrained close to the adsorbing surface. Such block structures reflect the general distribution of hydrophilic and hydrophobic residues along these casein protein sequences. By analogy, a block polymer structure can be drawn for %2casein, depicting it as having four blocks. Moving from the N- to the C-terminus, these are a hydrophilic N-terminal tail with a phosphoseryl cluster, a hydrophobic train, a hydrophilic loop, containing further clusters of phosphoseryl residues, and finally a second hydrophobic train at its C-terminus. K-Casein is seen to be a mirror image of [3-casein, with a hydrophilic C-terminus, the caseinomacropeptide cleaved off by chymosin, and a hydrophobic N-terminal block preceding the Phel05--Metl06 bond. Importantly, however, the macropeptide has no phosphoseryl cluster. Casein self-assembly Individual caseins in solution exhibit strong tendencies to self-associate, and the shape and topography of the structure adopted reflects the distributions of hydrophobic/hydrophilic residues just described. Thus, [~-casein, which resembles a detergent molecule with a hydrophilic head and a hydrophobic tail, forms detergent-like micelles with the tails forming a central core and the hydrophilic heads sticking out into the aqueous solution like the bristles on a hedgehog (Payens et al., 1969). In like fashion, OLsl-casein selfassociates in solution to form a worm-like chain polymer with the hydrophobic ends of one molecule interacting with those of different molecules (Schmidt, 1970). K-Casein also self-associates in solution, interacting via its hydrophobic C-terminal, exhibiting a monomer ~ micelle equilibrium but, here, polymer growth is also influenced by the intermolecular disulphide linkages produced by reaction of its cysteine residues (Vreeman et al., 1977; Vreeman, 1979). For Otsl- and [~-caseins, it has been demonstrated that the size of the otsl-casein polymer or the [~-casein micelle produced by self-association is dependent on pH and ionic strength, and also sensitively on temperature in the case of [3-casein. Temperature is important for the strength of hydrophobic attraction, but pH and ionic strength govern electrostatic repulsion and its range. The balance of these attractive and repulsive components in the overall interaction free-energy equation thus controls the aggregate size and, more importantly in a local situation, the strength of individual intermolecular bonds.
49
Casein micelle assembly From these concepts, Horne (1998) devised a polymerization scheme for the assembly of casein micelles. Cross-linking of the molecules is envisaged as proceeding via two routes, hydrophobic interactions between groups on different molecules forming one pathway, with more than two molecules possibly joining at such junctions, and a second pathway where chain extension is through calcium phosphate nanoclusters, small calcium phosphate crystallites, the precipitation of which is regulated by the presence of the caseins. A calcium phosphate nanocluster acts as a neutralizing bridge between two phosphoseryl clusters on different molecules of ~Xsl-, OLs2- or [3-casein. Again, more than two casein molecules could be involved with any one calcium phosphate nanocluster. If the casein molecule is [3-casein, further extension of this chain is through a hydrophobic linkage. Both routes permit branching and hence lead to a three-dimensional network structure. K-Casein can link only to a hydrophobic region on another molecule. Because it has no phosphoseryl cluster on the opposite end of the molecule to permit further extension, the polymer chain ends there. No further growth occurs beyond this point. This occurs for each growing chain and hence the proportion of K-casein limits the micelle size. In consequence, the micelle acquires an external coat of K-casein which acts as a steric stabilizer for the micelle. In devising this mechanism for micellar assembly, no new features are ascribed to the casein molecules. The ability to bond and the strength of those bonds is the resultant of a localized favourable balance of attractive hydrophobic interaction and electrostatic repulsion. Reducing that hydrophobic interaction by lowering the temperature, or increasing electrostatic repulsion by dissolving out calcium phosphate but maintaining pH, weakens those bonds and causes (partial) disintegration of the micelle. Casein micelle properties Almost all the casein proteins present in bovine milk are incorporated into the casein micelles, together with a high proportion of the available calcium and inorganic phosphate. These micelles have an average molecular weight of - 1 0 8 Da and a mean diameter of ---100 nm (range 50-600 nm). The micelles are very open, highly hydrated structures with typical hydration values of 2-4 g H20 g-1 protein, depending on the method of measurement. The structure is not rigidly fixed but dynamic. Cooling the milk from the 37 ~ of the udder to storage at refrigeration temperatures brings about solubilization of a significant fraction of [3-casein, some K-casein and much lower levels of %1- and Ots2-caseins from the micelles, and all
50
Rennet-induced Coagulation of Milk
of this is pH-dependent also (Dalgleish and Law, 1988). Raising the temperature back to 37 ~ reverses this process. Almost complete disintegration of the micelles can be achieved either through the addition of a strong calcium sequestrant such as EDTA (Griffin et al., 1988) or through the addition of high concentrations of urea (McGann and Fox, 1974). Dissociation to molecular level is not achieved, and the dissociated species have average diameters of the order of 10-15 nm and are also of variable composition (Aoki et al., 1985). All of these experimentally observed properties, temperature- or reagent-dependent dissociation, variable composition with size, location of K-casein, inverse relationship of micellar size and K-casein content are predicted or are manifest as a consequence of the dualbinding assembly model described above. As far as the mechanism of chymosin-induced aggregation of casein micelles is concerned, the proposed theories largely neglect internal micellar structure or at least regard it as of no consequence to the outcome of the reaction. Whilst we do not deviate from this view, as described below, we feel that internal micellar structure and the modifications to it as a consequence of pH, salt and temperature changes occurring during curd manufacture should also be considered and that these must impact on curd properties.
Micelle stability The casein micelle system is an excellent example of colloidal dispersion. Repulsive forces hold the micelles in suspension until removed by some external influence. Because the casein micelles were negatively charged, resulting in a zeta potential of about - 2 0 mV, and this charge is reduced by ---50% on rennet treatment (Green and Crutchfield, 1971; Pearse, 1976; Darling and Dickson, 1979; Dalgleish, 1984), attempts were made to explain the stability of the casein micelle using the DLVO (Derjaguin-Lamdau-Verwey-Overbeek) theory of the stability of lyophobic colloids (Verwey and Overbeek, 1948). Such concepts envisage stability as arising from the presence of a repulsive energy barrier, the resultant of ubiquitous attractive Van der Waals forces and repulsive electrostatic forces. Unfortunately, as Payens (1979) calculated, this energy barrier is located at such a short inter-surface distance ('--0.1 nm) as to be physically meaningless, lying well within the orbit of surface roughness, the loops and the tails of the protein molecules in the outer micellar regions. Though the complete DLVO theory is rendered inapplicable by the above and other failures related to ionic strength changes, the general concept of micellar stability being due to the presence of a repulsive energy barrier is still valid. It is now accepted that micellar stability arises from the presence of a sterically stabilizing
outer layer of K-casein molecules, the C-terminal portion of which extends out into the solution (Holt, 1975; Walstra, 1979; Holt and Horne, 1996). Repulsion arises due to the increase in free energy brought about when the protein layer of one micelle is brought into contact with (or overlaps) the layer of another micelle. The role of chymosin is to proteolyze K-casein, splitting it at the Phel05mMetl06 bond and thus shave off the hairy layer, so that the subsequently exposed micelle cores begin to aggregate, once sufficient of their K-casein has been hydrolysed. The overall milk clotting process is shown diagrammatically in Fig. 1. Of these stages, only the proteolytic cleavage can be monitored totally independently of the others by following the release of the glycomacropeptide, K-CNf 106-169, or the formation of para-K-casein, residues 1-105. The aggregation reaction of the destabilized micelles is a consequence of this proteolysis. Its rate cannot be separated easily from that of the proteolysis reaction. The aggregation overlaps the proteolysis reaction; the latter is certainly not complete before the aggregation begins. Aggregation leads to bigger and bigger clusters until eventually the system acquires the solid-like nature of the gel. Again, there is a smooth continuum through this point and beyond as the gel matures. As we discuss in greater detail later, the separation into aggregation and gelation stages is largely artificial, driven in most instances by the requirements of the experimental technique or the mechanistic model.
Primary Enzymatic Phase The K-casein molecules provide a steric stabilizing layer with their hydrophilic C-terminal peptides protruding into the aqueous phase. Gel formation is initiated by the proteolysis of the K-casein molecules which is accompanied by the release of a hydrophilic peptide, termed the caseinomacropeptide, into the serum (whey) phase. The remaining N-terminal region of the K-casein, termed the para-K-casein remains bound in the casein network. Gradual loss of the caseinomacropeptide is accompanied by a decrease in the micellar zeta potential which results in destabilization of the micelles and aggregation into a gel. Proteases capable of initiating the required proteolysis of K-casein are aspartic proteinases (EC 3.4.23). Milk clotting enzymes were obtained originally by extraction from the stomachs of ruminants, and calf and adult bovine rennets are widely used in cheese manufacture today. Concerns in the 1960s that world cheese production had increased to such an extent that the production of rennet products derived from
Rennet-induced Coagulation of Milk
51
A) Micelles (O) + enzyme (,)
'0' 0 , , 0 . ,00 0 0 , / , , 0 w'O, 0,0"o
0
0
(B) Partially renneted micelles
(C) Aggregating micelles in small clusters
~d)& co oo o~,8 ~
~
c~'co
0 o
c~~ ~ @0
co @ CK) (D) Percolating clusters
co 0
0
0
(~
)O O0 C~
Figure 1 A schematic description of the various stages envisaged in the enzymatic coagulation of milk, starting from the initial mixture of casein micelles and enzyme (A) and proceeding through proteolysis (B), initial aggregation into small clusters (C) and reaching a gel point at percolation (D).
animal tissue would be insufficient to meet future demand led to the development of alternative products. Rhizomucor miehei, R. pusillus and Cryphonectria parasitica were used to produce aspartic proteinases by fermentation, and these new coagulants were successfully introduced to the market. In the late 1980s, recombinant DNA technology was used to clone the gene for chymosin, the main clotting component of calf rennet. E.coli, Aspergillus niger and Kluveromyces
lactis were used as host organisms (Teuber, 1990; Harboe, 1992). The chymosin products generated are now referred to as fermentation-produced chymosin (FPC). A wide range of clotting agents are now available for cheese manufacture and the use of these coagulants in cheese manufacture has been reviewed extensively (Guinee and Wilkinson, 1992; Wigley, 1996; Fox and McSweeney, 1997; Harboe and Budtz, 1999). Calf rennet and adult bovine rennet still dominate in cheese
52
Rennet-induced Coagulation of Milk
production, but market share for FPC continues to increase, and microbial coagulants derived from R. miehi are the third most commonly used coagulants (Harboe and Budtz, 1999). Chymosin (EC 3.4.23.4) is a gastric proteinase which is secreted in the abomasal mucosa of new-born ruminants and other mammals during the first days of life (Foltmann, 1992). It is the main clotting enzyme in calf rennet. The activity of chymosin differs markedly from that of other gastric aspartic proteinases in that it exhibits low general proteolytic activity but is particularly active in hydrolysis of the Phel05~Metl06 of K-casein. Milk clotting enzymes differ in the rate at which they continue to degrade casein following the hydrolysis to initiate gel formation. Only those enzymes with a high ratio of milk-clotting activity to general proteolytic activity are considered suitable for cheese manufacture. A high level of non-specific proteolysis can lead to a weak gel structure, high losses of protein and fat in the whey and reduced cheese yield. The higher the level of proteolysis, the greater is the reduction in cheese yield. Chymosin activity on K-casein is limited with only formation of the caseinomacrpeptide and para-K-casein, while in the case of fungal proteinases, extensive non-specific hydrolysis of both K-casein and para-K-casein occurs (Shammet et al., 1992). The use of microbial rennets is generally considered to result in reduced cheese yield, compared with calf rennet (Olson, 1977; Emmons et al., 1990a; Lucey and Kelly, 1994). The fermentation-produced chymosins have a high ratio of milk clotting to general proteolytic activity and no significant differences in cheese yield have been reported between recombinant chymosin and calf rennet (Green et al., 1985; Hicks et al., 1988; Ustinol and Hicks, 1990; Emmons et al., 1990b; Banks, 1992; van den Berg, 1992). The properties of chymosin and other aspartic proteinases have been reviewed comprehensively by Chitpinityol and Crabbe (1998) (see 'Rennets: General and Molecular Aspects', Volume 1). Rennet preparations are generally prepared from multiple calf stomachs and are heterogeneous in their chymosin content. Calf chymosin occurs in three forms, A, B and C, chymosin B being the most abundant in natural rennet. Chymosins A and B are allelic variants which differ at only one amino acid position; Asp243 in chymosin A is replaced by Gly243 in chymosin B. Chymosin C appears to be a degradation product of chymosin A which lacks three residues, Asp244-Phe246 (Danley and Geoghegan, 1988). The three variants show differences in clotting activity, and of the three forms, chymosin A has the highest specific clotting activity and chymosin C the lowest. The A and B forms are equally efficient in cheese manufacture (Harboe and Budtz,
1999). The cloned chymosins derived from Aspergillus niger and Kluveromyces lactis are B variants (Harboe and Budtz, 1999). The specificity of chymosin for the PhemMet bond has been studied extensively (see Fox and McSweeney, 1997). The length of the peptide and the sequence around the sectile bond are important determinants of enzyme-substrate interactions. Observations that synthetic di-, tri- or tetra-peptides containing a Phe--Met bond were not susceptible to hydrolysis by chymosin suggested that other residues close to the cleaved bond are also required for the hydrolytic reaction (Visser et al., 1980). Kinetic studies on synthetic peptides indicated that two additional residues at either side of the hydrolysable bond are required for appreciable reaction (Hill, 1968, 1969; Raymond et al., 1972). The sequence of His98--Lys111 includes all the necessary determinants (Visser et al., 1980), and this tetradecapeptide is hydrolysed with a kcat/Km of ca 2M -1 s - 1 which is similar to that of intact K-casein (see Fox and McSweeney, 1997). The Phe and Met residues in the chymosin-sensitive bond of K-caseins are not essential for chymosin action on caseins. The residues in the chymosin-sensitive bond differ across species which suggests that it is the amino acid sequence surrounding this bond rather than the residues in the bond itself, which contain the important determinants of hydrolysis (see Fox and McSweeney, 1997). Porcine pepsin (A and C) and R. miehei proteinase cleave the PhemMet bond in a similar fashion to chymosin but the C. parasitica proteinase cleaves the Serl04--Phe]05 bond (Dronse and Foltmann, 1989). Calf rennet is the standard product against which all other coagulants are assessed. Adult bovine rennet contains a higher proportion of pepsin and therefore a more general proteolytic activity. Rennets extracted from ovine, caprine and porcine stomachs are the most efficient at clotting milk of their own species (Foltmann,
1992). Coagulants extracted from the flowers of the thistle Cynara cardunculus are used in the production of artisanal cheeses in the Iberian peninsula (Sousa et al., 2001). The coagulants are aspartic proteinases and comprise of two enzymes, cardosins A and B. Both enzymes hydrolyse the Phel05--Metl06 bond of K-casein (Esteves et al., 1995). Kinetic parameters of cardosin A are similar to those of chymosin while those for cardosin B are similar to pepsin (Verissimo et al., 1995). The ratio of clotting to proteolytic activity is low compared to chymosin, and non-specific casein hydrolysis results in lower gel firmness compared to that obtained with chymosin (Esteves et al., 2002).
Rennet-induced Coagulation of Milk
Measurement of Clotting Time and Curd-Cutting Time The most easily detected outcome of chymosin proteolysis and rennet clotting is the visible observation of the presence of flocs in a milk sample in a rotating tube. The time taken for their appearance is defined as the rennet coagulation time, and for the cheesemaker interested in the activity of an enzyme preparation, this may be the only quantity of interest. The importance of its determination is reflected in the number of techniques tested over the years (see Lucey, 2002; O'Callaghan et al., 2002, for reviews of these methods). Since the coagulum is cut sometime after the coagulation point when it has attained sufficient firmness, the more technically successful techniques are those which continuously monitor the development of the coagulum with time by measuring changes in some particular physical attribute, such as viscosity (Scott Blair and Oosthuizen, 1961), reflectivity (Hardy and Fanni, 1981; Ustinol et al., 1991), thermal conductivity (Hori, 1985) or ultrasound transmission (Benguigui et al., 1994) to name only a few. Few of these techniques have entered commercial practice for in-vat applications not only because the instruments are often difficult to clean and maintain properly but also because the changing processing conditions and schedules in response to such instrumental readings are not always an attractive option to a large modern cheese factory. In such cases, the standardization of milk protein is the preferred approach, since this minimizes differences in coagulation and it has been observed that cheese yield does not seem to be very sensitive to small changes in gel firmness, at cutting, in such standardized circumstances. Many of the techniques described by Lucey (2002) and O'Callaghan et al. (2002) have also been developed from research tools used to study the influence of reaction variables such as temperature, pH and milk composition and pre-treatment on gel development. The most useful of these techniques are those where the behaviour of the variable of interest can be predicted by a mathematical model based on a mechanistic description of the reaction. Few, if any, techniques provide direct relationships applicable over the entire course of the reaction from micelle to gel. Indeed, this is perhaps one reason why gel formation has been split into primary and secondary phases, since the early aggregation phase can be followed readily by turbidity or light scattering (Payens et al., 1977; Dalgleish et al., 1981a,b; Dalgleish, 1983; Bauer et al., 1995; Lomhoh et al., 1998) whereas the gel formation and development is most easily monitored in the laboratory by rheometry (Tokita et al., 1982; Bohlin et al., 1984; Van Hooydonk
53
and Walstra, 1987; Zoon et al., 1988a,b,c, 1989a,b; Van Vliet et al., 1991; Home, 1995, 1996; Lopez et al., 1998; Mellema et al., 2002). Each technique suffers from limitations. Light scattering requires a dilute dispersion of particles so that only singly scattered photons are collected at the detector. Direct conversion to molecular weight and/or size is also limited by the ratio of particle size to light wavelength. Studies using light scattering are thus limited to early stages of aggregation, where growth of molecular weight or degree of polymerization is obtained as a function of reaction time. Rheological measurements suffer from the opposite failing. There, the limitation is instrument-sensitivity and a detectable signal is realized only after the reaction has progressed to a significant extent. The relationship between measured viscoelasticity and gel structure and bonding is also highly model-dependent, as we shall see, and interpretations are often controversial.
Kinetic Models of Rennet Coagulation The earliest attempt to describe the kinetics of the clotting process was made in the 1870s by Storch and Segeleke (see Fohmann, 1959, 1971). This simply stated that the clotting time was inversely related to the concentration of rennet used to clot the milk. A further refinement was postulated by Holter (1932) and rearranged by Fohmann (1959) to give the familiar equation:
RCT =
k [El
+ A
(1)
where k and A are constants and [E] is the enzyme concentration, R C T being the rennet coagulation time. This relationship is purely empirical, but it is an important relationship which has to be satisfied by any more descriptive mechanistic model, even if only over a restricted range of enzyme concentration and RCT values. The Holter modification separated the coagulation time into two components, an enzyme proteolysis stage and a secondary coagulation phase. The equation assumes that there is no overlap between the proteolysis and the coagulation phases and that the extent of proteolysis is always the same at RCT (Foltmann, 1971). Experimental evidence suggests that the proteolyzed fraction of K-casein is very high. Dalgleish (1979) suggested 60-80% of the K-casein must be hydrolysed, though his plot shows no significant aggregation below 90% proteolysis. Green et al. (1978) found that aggregation did not start until after about 60-80% of the RCT had passed, by which time the
54
Rennet-induced Coagulation of Milk
enzyme action was almost complete. In a separate experiment, Green et al. (1978) found that the viscosity of milk rose sharply when the enzyme reaction was ---86% complete. Other groups have found that viscosity increases well before the visible coagulation time indicated by the presence of flocs (Guthy and Novak, 1977), confirming an inescapable fact that the detection of an aggregation point is determined by the sensitivity of the measuring technique to the presence of aggregates and also that the two processes, proteolysis and subsequent aggregation, overlap in time. The extent of overlap, or the percentage of K-casein proteolyzed before aggregation becomes detectable, is also dependent on milk pH and ionic calcium content, decreasing as pH is decreased (Van Hooydonk et al., 1986; Carlson et al., 1987a,b) or as Ca 2+ content increased (De Kruif, 1999; Horne and McCreight, unpublished observations). The functional description of the overall kinetics of coagulation must therefore take both proteolysis and aggregation reactions into account. The kinetics of the proteolysis reaction has been discussed by Dalgleish (1993) and Hyslop (2003). In milk, the reaction appears to be of first order, but whether the reaction is truly first order throughout or follows standard Michaelis-Menten kinetics for a single-step enzymecatalysed reaction with a relatively high value for the dissociation constant of the chymosin-K-casein complex, where the Michaelis-Menten equation approximates to a first-order picture, is still undecided (Hyslop, 2003). Many attempts have been made to model the aggregation reaction, the models differing in how the aggregation rate constant is modelled and how it depends on the enzymatic proteolysis of K-casein. Beginning with the model calculations of Payens (1976, 1977, 1989), Payens etal. (1977) Payens and Brinkhuis (1986), and Hyslop (2003) has outlined the nuances of the various schemes, highlighting their differences and critically pointing out their shortcomings. Depending on the assumptions made and the experimental circumstances involved, he concluded that three models, step-function (Dalgleish, 1980a,b), energy barrier (Darling and Van Hooydonk, 1981) and functionality theory (Hyslop, 1993; Hyslop and Qvist, 1996) may be used to describe the aggregation reaction. The step-function model (Dalgleish, 1980a,b) is based on the idea of a critical level of proteolysis before aggregation is possible, but does not explain why this should be necessary. A plausible explanation arises if an energy barrier is gradually reduced by rennet proteolysis, leading to a gradually increasing probability of reaction on collision in the aggregation reaction. Introduced by Darling and Van Hooydonk (1981), the
energy barrier model has been tested extensively (Van Hooydonk and Walstra, 1987; Dalgleish, 1988; Hyslop, 1989; Payens, 1989; Hyslop and Qvist, 1996). Energy barrier models are mean-field models. They imply the existence of a uniform repulsive force that decreases gradually with time, and therefore uniform micellar surfaces. Since the K-casein molecules are hydrolysed individually, a more realistic approach might be the creation of attractive patches on the micelle surface by the removal of sufficient macropeptide hairs, as envisaged in the geometric model of Dalgleish and Holt (1988). Continuing removal of K-casein hairs would lead to multiple patches and the creation of conditions necessary for the operation of a polyfunctional model of the Flory-Stockmayer type (Stockmayer, 1943), which gives the rate constant as: kij = K{4 + 2 ( f - 2) (i + j) + ( f - 2) 2 ij}
(2)
where K = proportionality factor; f = number of functional sites (functionality); i,j = number of particles of type i,j. Iff = 1, only dimers are possible, iff = 2, linear polymers are predicted and if f >2, chain-branching occurs and gelation is possible. In the beginning at t = 0, f = 0, the micelles have no reactivity or inclination to aggregate, and a realistic model has to account for the growth of f during the course of the reaction. This is generally done by proposing that f is some function of the degree of proteolysis of K-casein, most frequently linear. A further refinement in this model is to allow the proportionality factor to depend on the energy barrier height (Bauer et al., 1995). All the various models describe essentially the growth in average molar mass of the micellar aggregate with time of reaction. Average molecular weight is most readily measurable by static light-scattering techniques. Due to problems encountered with multiple light scattering, where the detected photon has encountered more than one scatterer in its passage through the suspension, these techniques are applicable only in highly diluted suspensions (Dalgleish et al., 1981a,b; Brinkhuis and Payens, 1984; Bauer etal., 1995), or over very short path lengths, as in the turbidity measurements of Lomholt et al. (1998). Increasing complexity in the models increases the number of parameters the value of which can be varied to fit experimental data. Possibly their most stringent test so far has been carried out by Lomholt et al. (1998) who considered most variations involving energy barriers. They found that they could obtain good representations of the initial stages of renneting, up to aggregates of---5-10 micelles, with plausible values for the variable parameters, energy barrier height for native casein
Rennet-induced Coagulation of Milk
micelles and after completion of rennet proteolysis. They reproduced the growth of aggregate size with time, adequately accounting for the effect of enzyme concentration and to some extent micellar casein concentration. They were, however, unable to differentiate between the different model expressions, all giving equally acceptable fits, and thus were unable to reliably relate experimental data to any particular mechanistic picture. A major disadvantage of these experiments is that they are concerned only with the initial stages of the coagulation reaction, largely because of constraints relating to the experimental techniques. Early lightscattering studies (Dalgleish et al., 1981a,b; Brinkhuis and Payens, 1984) operated in dilute solution because of this but even in the case of the later work of Lomholt et al. (1998) the effects of multiple scattering by large aggregates produced an upper limit to the size which can be extracted from such data (Worning et al., 1998). Consequently, although they operated in a concentration regime where coagulation eventually occurred, Lomholt et al. (1998) were unable to derive any information on the progress of the reaction in this region.
Adhesive Sphere Models and Viscosity Viscometry was one of the techniques used in early attempts to monitor the course of the rennet coagulation reaction (Scott Blair and Oosthuizen, 1961). The relationship between viscosity and molecular weight is rather complex and the results therefore do not lend themselves to ready testing of the theoretical models outlined above. On addition of chymosin to milk, there is an initial decrease in the viscosity which then passes through a minimum before increasing sharply as the coagulation progresses. Rather than interpreting this rise as due to the formation of aggregates and from them a gelling network, De Kruif and coworkers (De Kruif et al., 1992; De Kruif, 1999) have proposed a different mechanism based on treating casein micelles as sterically stabilized hard spheres which become sticky, or adhesive, as the K-casein is proteolyzed. They write the relative viscosity of skim milk as: f i r = 1 + 2.54}+
5.9 +
1.9 ) T
(4)
B2 = 4
B2
(5)
vHs
s=-hkTln([P]~-[P]~[P])
(3)
(6)
where [P] is the concentration of macropeptide released at time t, and the other parameters are defined in Fig. 2, VHS being the hard sphere volume 4/3 "rra3, where a is the effective micelle radius. The only fitting parameter is h, which is of order 2 (De Kruif, 1999). The initial decrease in the viscosity arises because of the decrease in hydrodynamic volume fraction, 4}, as the K-casein hairs are sheared. This decrease in hydrodynamic size has been measured experimentally using dynamic light scattering techniques in both dilute (Walstra et al., 1981) and concentrated (Home and Davidson, 1993) micellar suspensions. In the adhesive sphere model, however, the loss of the K-casein-stabilizing hairs also causes the attractive well depth to increase in proportion to the logarithm of the normalized hair loss. This stickiness then produces the observed increase in viscosity in this model. At later times, however, the viscosity also increases due to aggregation and network formation. Passage to this status is seamless, and with no indication of its occurrence, making realistic assessment of the validity of the model at least problematical. Nevertheless, on its basis, De Kruif (1999) has demonstrated that the micellar system can be flocculated at higher hair density (lower levels of proteolysis) when ionic calcium level is increased and that renneting time can be shortened by the inclusion of increasing amounts of ethanol. A major disadvantage of the adhesive sphere model is that its time dependence relates only to the proteolysis reaction. Indeed, it is confined purely to
,0, o"
4}2
55
.I
I1
~A4
where 4} is the micellar volume fraction and r a stickiness parameter related through the second virial coefficient (B2) to the depth (s) of an attractive square well potential created as the K-casein hairs are proteolyzed. The relevant equations are:
Fi~lure 2 A schematic defining the terminology of the adhesive spnere model. The micelle of diameter (o-) has a hairy layer of thickness (A) equivalent to the width of the square well potential. The depth of this attractive potential (s) deepens as the hairs are proteolyzed by chymosin.
56
Rennet-induced
Coagulation
of
Milk
pre-aggregation events and can say nothing of the kinetics of aggregation and gel formation, highly significant events in the definition of gel properties.
Thus, when 8>45 ~, the viscous component dominates, whereas when 8<45 ~, the sample appears more like an elastic solid. Ideally, measurements should be made in the linear viscoelastic region, i.e., deformation should be proportional to the applied stress. When the gel is very weak in the earliest stages of reaction, it is debatable whether this situation is achievable. Minimum forces must be applied for the instrument to produce a discernible movement in its geometry, or in the case of a constant strain rheometer, the movement has to be detectable but a minimum force will be required to overcome inertia, friction in bearings, etc. This minimum movement or stress may be sufficient to damage the gel at this point in its development. Fortunately, the rennetinduced gel develops viscoelasticity rapidly and so moves into linear response quickly but, nevertheless, the gel point may vary between instruments or instrument settings, and too large applied stresses or strains should be avoided. Figure 3 shows an example of the development of viscoelasticity in a skim milk sample during renneting. The sharp decrease in the phase angle, from close to the 90 ~ of a Newtonian liquid to around 20 ~ coincides approximately with the visible coagulation time. In the same time frame, gel firmness as indicated by the growth of shear moduli, becomes apparent. Although not visible on the scale plotted, G' initially lags on growth of viscosity or viscous modulus, G", but quickly crosses and dominates as gel elasticity rapidly develops, the transition point occurring at 8 = 45 ~ Plots of shear moduli versus reaction time evolve as sigmoidal curves which tend to approach a constant
Development of Rheological Properties during Rennet Coagulation Possibly the most direct way to measure gel formation is to monitor the evolution of rheological properties (Bohlin etal., 1984; Dejmek, 1987; Zoon et al., 1988a; Horne, 1995, 1996). Dynamic rheology applies an oscillatory shear stress (r0) or strain (y0) and measures the response from the developing gel. The measurement yields the elastic or storage modulus (G'), which is a measure of the energy stored per oscillation cycle and reflects how the sample behaves as an elastic solid, and the viscous or loss modulus (G") which is a measure of the energy dissipated per cycle and indicates how much the sample behaves as a viscous liquid. Their ratio is tan 8, the tangent of the phase angle of the response to the applied stress or strain. The shear moduli are defined as follows:
G' = ( r~
a
(7)
( r~ )sin 8 = \7/
(8)
\T0/
G"
tan fi =
G
t!
(9)
G'
90
,
i
i
i
90
i
80
-
80
~ 7o
-
70
~ so
-
60
"0 Oo
~ 5o
-
50
~ 4o
-
40
-
30
-
20
-
10
Q.
~
e-
co 20 ,~,,~' ,..,.,,.,,-.,, 0
--" . . . . . .
0
"_.'::t:~
0.5
I
I
I
I
1.0
1.5
2.0
2.5
0 3
Time (ks) 3 A typical example of the changes in viscoelastic parameters observed during gel formation, showing increases in shear moduli (G', G") and decreases in phase angle (8) with time after enzyme addition. Figure
Rennet-induced Coagulation of Milk
value appropriate to each milk sample at very long times. In practice, of course, the gel is generally cut at a fixed time after rennet addition or after visible coagulation is noted, perhaps after a period of no more than 30 min. In either instance, the gel firmness is likely to be of the order of 30 Pa and possibly has not passed its maximum rate of firming. A rennet-induced milk gel is described as a viscoelastic solid. In rheological terms, the critical gelation point is often taken as the time at which the elastic modulus exceeds the viscous modulus (Ross Murphy, 1995). Others demand compliance with more stringent conditions, such as the Winter and Chambon (1986) criterion which gives the gelation as occurring at the time when both G' and G" show power-law dependence on oscillation frequency, both dependencies with the same positive exponent. Derived for chemically cross-linked polymers, this time does not necessarily coincide with that for G' and G" cross-over in a single frequency experiment. Depending on the instrument sensitivity and the reaction, it may not even be possible to detect this cross-over. In some concentrated systems, the value of G' may have already exceeded G", whilst in others it may occur early in the reaction below the instrument detection threshold. In the latter circumstance, an acceptable working definition of the gel point would be when instrument response rises above the background noise level. What physically defines the gel point and, beyond that critical point, what defines the dynamic evolution of the viscoelasticity of the gel in terms of a mechanism, describing network, creation and growth are the subjects of the next section.
Theoretical Basis of Viscoelasticity Continuity of structure and permanency of that structure are general features of a gel. We continue to visualize the rennet-induced milk gel as a particle gel. The spatial distribution of the casein micelles (the particles) in the gel network and the strength of the bonding between those elements define the existence and the rheology of the gel. By considering the deformation of the network following application of a shearing force, Van Vliet and Walstra (1985) derived the following equation for the modulus of the network: d2F G = C N ~
dx 2
(10)
where N is the number of stress-bearing strands per unit area in a cross-section perpendicular to x, the direction of the external force or stress, C is a charac-
57
teristic length determining the geometry of the network, dF is the change in Gibbs free energy when the elements are moved apart over a distance dx, and is therefore related to the bond strength in systems where enthalphic effects dominate over entropic, as argued by Van Vliet and Walstra (1985). In the case of particles which are homogeneously distributed over the available space, or at least homogeneously on the length scales of the experimental measuring device, all particles involved in the network will contribute to the network modulus to the same extent. N will then be directly proportional to the volume fraction of particles in the network. In describing the formation of the rennet-induced milk gel, G will be a function of reaction time, and thus the growth of the shear modulus with time will depend on the rate of incorporation of particles into the network and the rate of change of bond strength (or increase in well depth) with time. Two possible scenarios present themselves. In the first, only the well depth is considered as a function of time. This is akin to the adhesive sphere concept of De Kruif and coworkers (1992); De Kruif (1999) and De Kruif and Holt (2003) would assume that all of the casein micelles would be considered as a network from time zero, the point at which K-casein proteolysis is initiated and the attractive well begins to deepen. Dickinson (2003) has emphasized that the hard sphere model operates within the framework of equilibrium statistical mechanics. It therefore describes the gelation for relatively weak, short-range attractions under reversible conditions. That is, the particles are free to dissociate, as well as to associate, the dynamic equilibrium constant or bond lifetime being a function of well depth. With well depth increasing as proteolysis progresses, the bonds become increasingly stronger and could become effectively irreversible within the time-span of the experiment. This bond lifetime or relaxation time has an important bearing on the response of the network in the rheometer geometry, where the lifetime of a bond must be correlated with the oscillation time of the applied deformation. Strong bonds with a high energy content will generally have a long relaxation time. They establish the permanent or elastic character of the gel. Weak bonds generally break and reform spontaneously over much shorter timescales. They contribute to the temporary character of the gel network, appearing as the viscous component. Thus, non-relaxing bonds only contribute to G' whereas rapidly relaxing bonds only contribute to G". Bonds with relaxation times in the timescale of the measurement contribute to both G' and G". Because bond lifetime changes smoothly during proteolysis and gel formation, in this model from very short to
58
Rennet-induced Coagulation of Milk
very long, the gelling system passes monotonically from a viscous liquid to a firm elastic solid and the phase angle, 8, passes through the critical 45 ~ value. Changes in phase angle may therefore more sensitively reflect changes in the nature of the bonds (Roefs, 1985). As Fig. 3 shows, however, during the formation of a rennet-induced milk gel, the phase angle decreases rapidly in the early stages through the gel point but remains substantially constant throughout the main growth period in the shear moduli, as was also observed by Dejmek (1987) and Lopez et al. (1998). This indicates that the nature and strength of the bonds does not change significantly during this growth. It is therefore likely that the increase in gel firmness is caused by an increase in the number of bonds with time, the other time-dependent factor in our theoretical expression for the modulus, G, in equation 10. In the second scenario, the micelles aggregate into clusters and these clusters eventually form the gel network. The kinetics of this aggregation can be viewed as an increase in the number of bonds with time. What point in the time course of the progress of this reaction can be identified as the gel point, and can this be detected experimentally? Again, two extreme scenar-
ios can be envisaged (Fig. 4). The first is a strong gelation where bond energy is > >kT and bond formation is virtually irreversible. As depicted in Fig. 4, gelation corresponds to the achievement of a percolation cluster spanning the container (Stauffer, 1976; DeGennes, 1979). This critical percolation cluster is present only for a very short moment. Gel curing continues as the remaining free particles and clusters are incorporated into the network, creating more stress-carrying strands. This is what is observed as the growth of shear modulus with time. In the second scenario in aggregate growth (Fig. 4b), bonds are weak, aggregation is reversible, and clusters break up as readily as they form. The critical gelation condition is reached when the clusters achieve a pseudoclose-packed arrangement as depicted in Fig. 4b. The majority of potential bonds are satisfied at this juncture, and increases in shear moduli occur as the system rearranges itself in its quest for an equilibrium structure. Can the measured kinetics of gel formation assist in differentiating these two extremes? As is shown in Fig. 5a, gel cure curves, plotted as complex modulus, G*, versus t, are typical for each milk. In the set shown, the same reaction conditions, rheometer settings and
(a)
o ~
c.4o 0
Oo ,_osD
(b)
<
(
.i,
...-.
DO[,c
1
Figure 4 Two different scenarios defining the occurrence of tl~e' gel point. (a) The percolation cluster model where gelation is sensed by the measuring device whenever clusters extend across the container. Note the number of clusters and monomers which have still to be incorporated into the gel, creating more links and strands to carry applied stress. (b) The formation of a weak gel where most particles are weakly linked into the network but reversibility allows rearrangements. The larger circles depict the fractal 'blob' concept where the system is fractal within but closed packed outside.
Rennet-induced Coagulation of Milk
1.5
150
I
I
I
I
I
(a)
I
(b)'
7-"
100
'
'
]
I:,/," ,,'"
75
1.00
,3,"I
i..-, /
.4.,.., o~
&
0.75
.4-=,
/I,/ '
0
E
'
s
-
~
'
1.25
125
13_
59
50
0:I
,'"
L~ -...
i,'! ~ . / 8 l,/ / ,' .7
(5
s
0.50
-
0.25
-
//!/ ,,'..
r--
25
-
I
~176~
,."
-
2.
0
i "J~_ ~r* - .....r'-
0
I
,,~
' I
'
--
0
I
2.0 4.0 6.0 8.0 I0.012.0 14 Time from rennet addition (ks)
0.5
1.0
1.5
2.0
2.5
Reduced time,
3.0
3.5
t/tg
Figure 5 Depiction of the derivation of the master curve plot from a series of gel cure curves obtained by renneting individual milks (1-7) under the same reaction conditions (left-hand plot). The data in the right-hand plot were obtained by dividing the reaction time (time after enzyme addition) by the clotting time (tg) and then normalizing each individual curve against its particular value at 3tg.
chymosin concentration were used in each case but the individual milks exhibit their own gelation times, tg, rates of curd firming and ultimate gel firmness. When these curves are re-plotted against a reduced time, t/tg, and each normalized against its particular value at a low multiple of tg, usually two or three, all curves collapse onto a master curve (Fig. 5b) (Horne, 1995). Such behaviour is known as 'scaling'. The fact that the curves can be scaled has several implications. It implies that the mathematical expression describing the time-dependent growth of the shear modulus of the curve can be factorized into the product of two terms and written as:
(ii)
where G~ is a simple constant, the asymptotic value of the shear modulus at infinite reaction time for a particular milk system. As a constant, it embodies all the static attributes of the gel. The second term, f(tltg), is more complicated, but it is nevertheless a function of a single variable, the reduced time, tltg, and all data sets follow this master function which describes the dynamics of the gel-formation process. It is important to realize the significance of the dependence on the critical gel time, tg. It is defined as the time required to form the critical gel network and is the rate parameter controlling the aggregation reaction leading to that network. Its presence as the parameter also controlling the rate of gel cure indi-
cates that essentially the same kinetics is dominating that reaction. In essence, this is a pointer to the first, the percolation, scenario as being the more true picture, with the further incorporation of micelles and clusters being simply another part of the ongoing aggregation reaction throughout all phases of gel development. The gel-development kinetics clearly depends on the rate of the proteolysis reaction, the rate controlling the achievement of the gel time. Lomholt and Qvist (1997) have raised doubts about this scaling approach, showing that multiplying reaction time by the rate constant for proteolysis, ke, does not produce a master cure curve in a series of experiments conducted with varying enzyme and protein concentrations. Our results use t~-t as the reducing factor, and other groups have found that the product of tg and ke is not always unity, as attempting to consider them equivalent would imply (Tokita etal., 1982). Perhaps the answer lies in the mode of action of the enzyme and how the activation of the micelle towards aggregation comes about. Proteolysis estimates give a global figure for the suspension as a whole which may not relate to the status of individual micelles, whereas gel times are a direct measure of the aggregation behaviour. Further work in this area is undoubtedly required. A further advantage of the scaling approach is the observation that f(t/tg) is a single-valued function, in the sense that any one value of the ratio tltg leads to a single value forf(tltg). That being the case, the value of G at a defined value of the reduced time, say tltg = 3,
60
Rennet-induced Coagulation of Milk
will always be the same fraction of G~. Thus, whilst Go~ is essentially unattainable, all information on its behaviour is accessible through the value of the shear modulus as the multiple of tg selected for comparison purposes. Based on this accessibility to Goo, Horne (1996) has developed a mechanical model for the gel. If it is assumed that each micelle has the potential for forming an average number of bonds, k, with its neighbours, then these will all be fully linked into the network attained at infinite time and will therefore define the value of Goo. With all of the micelles incorporated into the network, the number of bonds will be proportional to the number of micelles present. Hence, according to equation 10, G~ will be proportional to the number of micelles, assuming that all bonds are of equal strength. If the average micelle is of diameter, d, then at a given concentration of c g/ml, the number of micelles is proportional to c/d 3. Hence, this simple model predicts:
Goo oc
C
(12)
d3
and since G at 3tg is a fixed fraction of Goo by the scaling requirements, then C
Gat 3tg oc d 3
(13)
Horne (1996) fractionated casein micelles according to size from individual cow milks using a sequence of eight consecutive centrifugation steps, applying the centrifugation to the supernatant of the previous step, as described in detail by Dalgleish et al. (1989). These pellets were re-suspended in milk ultrafiltrate to the same casein concentration and their average size was measured independently by dynamic light scattering. The micellar suspensions were then renneted under the same incubation conditions. Growth of the elastic modulus was monitored as a function of time. G* at 3tg was found to be inversely proportional to the cube of micelle size, as predicted by equation 13. In a separate experiment, milk from a single source was concentrated by ultrafiltration and then diluted back to give a series of milks of the same micellar size distribution but differing in protein concentration. When these milks were renneted, the value of G* at 2tg was found to be a linear function of the concentration factor, again as predicted by Horne (1996). Niki et al. (1994) also prepared sized fractions separated from skim milk by differential centrifugation. They confirmed that smaller micelles gave firmer gels but not as strongly as the inverse cubic dependence predicted. Their micellar fractions were, however, used as prepared
and not adjusted to a constant protein concentration. Obviously, those fractions from the wings of the size distribution have a lower protein content than those obtained around the mean size. Niki et al. (1994) do not give details of the protein content or composition of their fractions, making it impossible to recalculate their data on the basis of the behaviour predicted by equation 13.
Modelling the Gel-Firming Kinetics Many attempts have been made to produce mathematical equations to predict the growth of gel firmness with time. These range from the purely empirical (Scott Blair and Burnett, 1958) to those rooted in some kinetic mechanism (Tuszynski, 1971; Douillard, 1973; Carlson et al., 1987a; Clark and Amici, 2003). Tested simply on their ability to fit the observed growth curves, some are more successful than others which fail to reproduce salient features. Others have no theoretical basis which makes them less useful as predictive tools. Scott Blair and Burnett (1958) proposed an empirical model of the form:
G(t) = G~exp
(t-
tg)
(14)
to describe the increase in shear modulus (G) with time beyond the gel point occurring at tg, r being a constant characteristic of the sample and determined by fitting. Dejmek (1987) demonstrated that this model provides a good fit to experimentally obtained cure curves but has non-random residuals, indicating that the function may not be appropriate for its intended purpose. Dejmek (1987) also proposed equations relating the parameters of the Scott Blair equation to the value of the experimental cure curve at its inflexion point, obviating the need for measurements at extended times, but relying perhaps too heavily on a few points in that particular region of the cure curve. In favour of this model is the observation that this function shows an acceleratory growth phase immediately following the gel point, that it evinces a maximum rate of firmness and tends to a plateau as t tends to infinity. Against, it is its purely empirical nature which makes prediction of the dependence of its parameters on reaction variables such as temperature, pH or enzyme concentration all but impossible. Arguing that the shape of the growth curve was similar to that for simple autocatalytic reactions, Tuszynski (1971) proposed that the growth kinetics be fitted by the model: dG dt*
-
kG(Ooo -
O)
(15)
Rennet-induced Coagulation of Milk
where t* = t - tg, Goo is the value of the shear modulus at t = oo and k is the rate constant for the process but essentially a fitting parameter. Again, the model provides no indication how changes in reaction variables will influence the gel-firming process. Like the Scott Blair model, it too gives sigmoidal behaviour but it is a symmetric function, predicting that the inflexion occurs when G = 0.SGo~, and this is not observed in practice. Douillard (1973) proposed a model in which the rate of change of shear modulus with time followed first-order kinetics:
dG = k(Goo- G) dr*
t* >- 0
or
t >- tg
(16)
This equation can be integrated to give" G = G~[1 - exp ( - k t * ) ]
(17)
with the initial condition that G = 0 at t = tg. This equation has recurred several times in the history of studies on the rennet coagulation of milk. Tokita etal. (1982) fitted their cure curves to an nth-order reaction equation and determined that the first-order form, the Douillard equation above, gave the best fit. They further demonstrated that the gel time, tg, obtained in these studies varied inversely with enzyme concentration, and that the rate parameter, k, had a power-law dependence on enzyme concentration with an exponent of 0.8. In their discussion, Tokita et al. (1982) extended the consideration of the Smoluchowski equation and its use in the kinetics of polymer gelation by Ziff (1980) and Ziff and Stell (1982) to rennet gel formation. Assuming that 'gel' reacts with 'polymer' in the sol phase and that 'gel' does not cross-link by itself, they show that the concentration of gel is proportional to 1 - e x p ( - e t t ) . With the further assumption that oL is proportional to the rate constant of the Smoluchowski equation and that the elastic modulus is proportional to the concentration of gel, the Douillard equation emerges. Tokita et al. (1982) thus reached the important conclusion that beyond the gel point, most of the growth in gel firmness arises as a result of aggregation between the infinite cluster and the smaller clusters and micelles in the sol phase. In a later paper, Tokita (1989) considered gel formation as a percolation process. In percolation, the bond formation probability is defined by N/Ntotal where N is the number of bonds formed up to that point and Ntotal is the total number of bonds possible in the system. Ntotal is the product of the number of lattice sites multiplied by their functionality, Z, the number of bonds
61
allowed for each site. The percolation probability, P(p), is defined as the probability that a site chosen at random will belong to the infinite cluster. With the assumption that P(p) = 1 - e x p ( - Z p ) for p > pc, the critical percolation probability, he equated G to P(p) and went on to derive the Douillard equation. Fitting his latest data to this equation, Tokita (1989) found that the reaction rate constant was best described as a linear function of the enzyme concentration used, slightly different from their earlier result. The Douillard equation also emerges as a limiting case of the Carlson model (Carlson et al., 1987a) discussed below. Whilst it is thus widely applied, the Douillard equation does not reproduce one of the most significant features experimentally observed in the gel cure curves obtained with modern more sensitive rheometers, namely the acceleratory phase immediately after the gel point, and hence further refinements to it are required. Some of these are to be found in the Carlson model. Carlson et al. (1987a) derived the rather complex model given by:
O=O~
-
k,-kf kf ) e x p ( - k l t * ) ] + ( k l - kf
(18)
where t* = t - tg, kl is the rate constant for the creation of 'active' sites and kf is the rate constant for the destruction of these sites as they are incorporated into the gel network. Essentially, the model envisages 'active' sites being created on micelles, which then go on to react with one another in forming bonds in the gel network. Both reactions, activation and destruction, are considered as first-order processes. Activation requires the enzymatic hydrolysis of K-casein, and therefore kl emerges as proportional to the enzyme concentration. That the site destruction reaction should also be a firstorder process is an empirical observation which fits in well with the idea of the gel network mopping-up smaller clusters and micelles still requiring to be activated beyond the gel point. When the enzyme concentration is large, K-casein hydrolysis is rapid compared to the removal of activated micelles and the Douillard equation is recovered with a rate constant now equal to that for the activation reaction and therefore governed by the enzymatic hydrolysis process. In the hands of the present authors, application of the Carlson model to gel firming curves gave excellent fits with very low standard errors (Horne, unpublished observations). This confirms the views of Esteves et al. (2001) who compared its performance to those of the
62 Rennet-induced Coagulation of Milk Scott Blair and Douillard models, although they finally considered the Scott Blair model superior because it gave a smaller standard error and lower fluctuations in the systematic oscillations of the residuals. Unfortunately, as we commented above, the Scott Blair model has no basis in theory which would permit predictive use of its parameters. Further efforts should therefore be directed to more extensive tests of the Carlson model with perhaps extensions to incorporate the refinements of aggregation models now extant. More quantitative testing of the model would also discover whether the many parameters involved possess realistic values or whether they are merely 'best-fits'. Along yet another avenue, Clark and Amici (2003) have compared the predictions of cascade theory, a random cross-linking polymerization theory, with experimental biopolymer gelation curves. The comparison was made of log (G/G~) versus tg/t, a linear transform of the Scott Blair equation, for calculated and experimental data. For rennet-induced milk gels they obtained reasonable fits when the critical gelling concentration (Co) was set much less than the micellar concentration (C). The calculations require that the ratio C/Co be set, so the experimental data were compared to a series of theoretical curves calculated for a range of these values. Accepting that the fits are not outstanding, Clark and Amici (2003) point out that the cascade model used does not contain any pre-gelation kinetic terms and, in other studies of polymer gelation carried out with this theoretical approach, their inclusion markedly influenced later events beyond the gel point. These theoretical approaches are very interesting and tantalizing but more work is needed to fully explore the implications of their results before a definitive model of the cure curve can be achieved.
Fractal Models of Rennet-Induced Milk Gels and Rearrangements Fractal aggregation theories have been applied to the flocculation of casein particles by Bremer and coworkers (Bremer et al., 1989; Bremer, 1992). Aggregates can be considered fractal if their geometry is scale invariant which implies that their structure is similar when viewed over a reasonably large range of length scales or magnifications. The emphasis of the fractal concept is therefore on structure. It is a mathematical description of the distribution of a particle cluster or network in space. Various models are then used to predict gel or cluster properties based on that structural organization. The number of particles in an aggregate or cluster (Np) is given by:
Np =
(19)
where R is the radius of the floc, a is the primary particle size and Df is the fractal dimension. The latter is usually a non-integer and is always less than the geometric or Euclidean dimension of three. This equation implies that the cluster becomes ever more tenuous as it grows, as verified in computer simulations of aggregation reactions (Kolb et al., 1983; Meakin, 1983) and experimental measurements on dilute colloidal systems (Linet al., 1990). These results demonstrate that extremes of reaction probability give rise to different fractal dimensions, ranging from 1.7 for a diffusionlimited cluster-cluster aggregation to 2.5 for a reaction-limited particle-cluster process. Since the number of particles that could be present in a close-packed cluster is given by:
Nc =
,
(20)
the volume fraction of the cluster is given by:
~bcluster- Nc
(21)
The average volume fraction therefore decreases as the cluster grows. When it reduces to the volume fraction of particles in the system, ~b0, the clusters fill the total space available and the gel is formed. Bremer and coworkers (Bremer et al., 1989; Bremer, 1992) define the gel point by this event which implies that all particles present in the system are incorporated in the clusters. The real question is whether this can be equated to the rheological gel point recognized experimentally but this appears to be the assumption made. The decrease in density can be accomplished only if the growing cluster develops holes or voids of everincreasing size as the cluster grows. This is the meaning of scale invariance. When such a cluster grows to macroscopic size, it should have macroscopic holes on that length scale. No such holes are seen in particle gels, of which rennet-induced milk gels are our exampies. Instead, they appear as a homogeneous, solid-like mass. Brown (1987) circumvented this difficulty by introducing the concept of the fractal blob, suggesting that clusters grow to a size, Rblob , and these then closepack homogeneously to give a uniform volume fraction defined by that of the blob at that point. The picture of the network is then similar to that depicted in Fig. 4b, and at the gel point the volume fraction achieved is again that originally in the suspension, ~b0. With all of the particles (micelles) already bonded into the network at the gel point, the only way in which gel firmness can grow with time thereafter is
Rennet-induced Coagulation of Milk
through rearrangements of the bonds already in the structure, a phenomenon referred to as ageing by Mellema et al. (2002). Various models have been elaborated relating the elastic modulus of the gel to the volume fraction through a power-law equation, with the exponent of this equation written as a simple function of the fractal dimension and other possible parameters (Bremer, 1992). Such models allow the stress-carrying strands to be straight or curved. Further, in the models of Shih et al. (1990), the elasticity of the gels may be determined by the elasticity of the flocs or blobs (strong links between blobs) or dominated by the elastic content of the inter-floc links (weak-link regime). It perhaps should be mentioned here that Shih et al. (1990) categorically state that their models apply well above the gelation threshold. This creates a total of four possible expressions for the exponent, yet the experimentally observed power-law dependence of G' on volume fraction gives a single value. In some instances, model candidates can be eliminated because they yield unphysical values for the fractal dimension. In others, no choice can be selected without other independent information. In a summarizing expression, Mellema (2000) has written the exponent as: c~
where
oz= 2s + 8 + 1
(22)
is the number of junctions or links per strand (0, 1 or 2), and the value of e is set by the dominant type of macroscopic deformation: bending (e = 1) or stretching (~ = 0).
Fusion
63
With this background, Mellema (2000) went on to consider four levels of rearrangement in rennetinduced gels, operating on different length scales. These were intra-micellar rearrangement, individual micelle shifts, strand rearrangements and in the whole gel (syneresis), the latter as a result (mainly) of the previous three categories listed. These possibilities are depicted in Fig. 6. Applying this picture to the cure curves, Mellema (2000) accommodated increases in elastic modulus with time by postulating changes in the parameter o~, as the gel aged. This necessitated assuming that the fractal dimension, Dr, was constant throughout, or that its variation with time was measured independently in separate experiments (Mellema et al., 2000). Gel cure was therefore interpreted as arising from changes in strand thickness, strand conformation and number of linkages depending on how oz was modified but no kinetic mechanism was derived to predict the dynamics of these changes and directly test the speculations, no matter how reasonable.
Milk Processing and Gel Formation Rennet clotting activity as influenced by milk processing
Milk coagulation by rennet can be influenced by a number of processing treatments applied to the milk (Harboe and Budtz, 1999). The gel formation characteristics of high-pressure and heat-treated milks for cheesemaking have been studied extensively in recent years. Interest in these areas will be sustained as both treatments can be used to maximize cheese yield.
Particle shift
Chain rearrangement
Syneresis Figure 6 Diagrams of the various pathways open in rearrangements of the network. These can occur on several length-scales, at internal micellar links where the individual proteins rearrange themselves and allow more and more links to be formed between the original particles, along the chains where particles can detach and reattach forming new links (centre drawing) and the detachment of chains either at one or both ends leaving them to find a new home elsewhere on the network. All three processes contribute to macroscopic syneresis of the maturing curd (adapted from Mellema et aL, 2002).
64
Rennet-induced Coagulation of Milk
High pressure
High pressure treatment influences the coagulation and cheesemaking properties of milk indirectly through a number of effects on milk proteins, including a reduction in the size of casein micelles, denaturation of [3-1actoglobulin and possible interaction of [3lactoglobulin with micellar K-casein (Trujillo etal., 2000, 2002; O'Reilly et al., 2001; Huppertz et al., 2002). Gel firmness and cheese yield can be improved by highpressure treatment of milk through an increased recovery of whey proteins and increased moisture content. Treatment of milk at pressures of up to 200 MPa for 30 min reduces the RCT while higher pressures, up to 600 MPa, result in RCT values similar to those of untreated milk (Lopez-Fandino etal., 1996, 1997; Needs et al., 2000). Changes in RCT observed are associated with changes in both the enzymatic primary phase of coagulation and the secondary phase of aggregation. These changes would be expected to be associated with changes in micelle size resulting from high-pressure treatment. The average casein micelle size is unchanged in reconstituted skim milk treated at pressures of 150-250 MPa (Desobry-Banon et al., 1994; Gaucheron et al., 1997), although one report (Needs et al., 2000) suggests a small increase of 9% in micelle size in raw skim milk using a pressure of 200 MPa. At pressures between 250 and 600 MPa, micelle size is reduced by 40-50% in reconstituted skim milk (Desobry-Banon et al., 1994) or raw skim milk (Needs et al., 2000). The effect of pressure treatment on micelle size in reconstituted skim milk is temperature-dependent (Gaucheron et al., 1997). Pressure treatment of milk at 4 ~ reduced micelle size, at 20 ~ resulted in no change and at 40 ~ causes an increase in micelle size which may be associated with interactions between fragments of casein micelles and denatured whey proteins (Buchheim et al., 1996). Transfer of individual caseins from the colloidal to the soluble phase has been observed at pressures of 100-400 Mpa (Law et al., 1998; Lopez-Fandino et al., 1998). Treatment of raw milk at a pressure of up to 200 MPa for 3 0 m i n reduced the RCT, while further increases in pressures up to 400 MPa resulted in RCT values close to those for untreated milk (LopezFandino et al., 1996, 1997; Needs et al., 2000). The RCT of pressure-treated milk is affected by both the temperature of treatment and the pH of the milk. Treatment at -->200 MPa at 60 ~ or >--300 MPa at 50 ~ inhibits the rennet coagulation of milk (Lopez-Fandino and Olano, 1998). Acidification of milk to pH 5.5 prior to high pressure treatment reduced its RCT whereas increasing pH to 7.0 had the opposite effect (Arias et al., 2000).
The reduced release of CMP during the primary phase for samples treated at 400 MPa or at 300 MPa at >40 ~ has been associated with the interaction of high-pressure-denatured /3-1actoglobulin with glycosylated K-casein, which would hinder the action of chymosin on K-casein (Lopez-Fandino et al., 1997; Lopez-Fandino and Olano, 1998). Blocking agents have been used to show that high pressure effects observed on RCT are associated with sulphydryl interactions which cause the ]3-1actoglobulin to bind to the surface of micelles via interaction with K-casein (Needs et al., 2000). However, Needs et al. (2000) reported that the release of glycosylated CMP was unaffected by high-pressure treatment, and only the second phase of rennet coagulation (rate of micelle aggregation) was affected. Rates of aggregation and gel formation of milk treated at 200 MPa were considerably higher than for untreated milk, but these rates decreased at higher pressures. Samples treated at 400 or 600 MPa produced higher gel strengths than samples treated at 200 MPa or untreated samples. The authors concluded that two opposing mechanisms operate to control the rate of aggregation - there was a direct effect of pressure on the properties of the micelles, which resulted in their rapid aggregation (following the hydrolysis of K-casein), while increasing [3-1actoglobulin denaturation reduced the rate of aggregation. Coagulation time was not related to the degree of K-casein hydrolysis, which suggested that pressure favoured the aggregation stage. Heat treatment
Heat treatment of milk results in a number of changes in physico-chemical properties. These include the denaturation of whey proteins, the interactions between the denatured whey proteins and the casein micelles and the conversion of soluble calcium to the colloidal state. High heat treatment of milk for cheesemaking provides a potential route for maximizing cheese yield by the inclusion of whey proteins in curd (Singh and Waungana, 2001). However, milk which has been heated at a temperature in excess of pasteurization has poor renneting and gel formation characteristics (Morrissey, 1969; Dalgleish, 1992), and a number of studies have explored the extent to which the primary enzymatic and the secondary phases of aggregation are influenced by heat treatment (Van Hooydonk et al., 1987; Dalgleish, 1990; Leaver et al., 1995; Waungana et al., 1996). Thermal denaturation of [3-1actoglobulin is known to affect the cheesemaking properties of milk. It has been claimed that heating milk affects the clotting process by slowing or inhibiting the primary phase of rennet action as K-casein-[3-1actoglobulin cross-linking
Rennet-induced Coagulation of Milk reduces the susceptibility of K-casein to hydrolysis by chymosin (Van Hooydonk et al., 1987; Leaver et al., 1995). The decrease in the rate of gel formation and final gel firmness in heated milks can also be attributed to the association of whey protein aggregates with casein micelle surfaces through the formation of a [3-Lg-K-casein complex which may protrude from the micelle surface (Singh and Waungana, 2001). This association would affect the close approach of the reactive sites formed on the micelles by the action of rennet. Following the hydrolysis of K-casein to paraK-casein, aggregation would occur mostly between micelles not fully covered with 6-Lg, resulting in the formation of fewer bridges with fewer and weaker bonds. The severity of heat treatment will determine the extent of inhibition of either the primary enzymatic phase or the secondary aggregation phase (Singh and Waungana, 2001). The rennet coagulation properties of heated milk can be partially restored either by (i) acidification of heated milks to pH values below 6.2, (ii) acidification of heated milk to low pH values (---5.5) followed by reneutralization to 6.7, which is termed pH cycling or (iii) heating at elevated pH combined with pH cycling and CaC12 addition (see Singh and Waungana, 2001, for a review). Acidification or pH cycling has been used in the manufacture of Cheddar cheese from severely heated milks (Banks et al., 1987, 1993; Banks, 1988; Imafidon and Farkye, 1993). Improvements in cheese yield of up to 4.0% on a dry solids basis were achieved (Banks et al., 1993).
Conclusions Despite intensive research effort, now spanning many decades, there is still no definitive overall description of the kinetics of gel formation which would allow prediction of the cutting time from a knowledge of milk composition and treatment. Even now, we are perhaps only realizing that we can treat the reaction as a continuum and that we have largely forgotten that it was mainly the constraints of earlier theories and methodologies that artificially divided the process and confined studies to particular stages of aggregation and curd development. In rheometry, we now have the instrumentation to directly measure cure curves and as these instruments become ever more sensitive, the effects of possible gel damage in the early stages of the reaction lessen, allowing aggregation and gelation to come seamlessly together instrumentally. Exciting new developments in the fields of microscopy and image analysis allow the potential to
65
follow the mobility of particles through the gel point as they are confined and incorporated into a gel network. This will perhaps settle the question as to whether gel cure is the result of the firming up of a percolated initial structure for the gel as sol material is included into the network or whether the rearrangement process dominates beyond the gel point, as the fractal models demand. The fractal picture is important, however, because it forces us to confront the role of rearrangement in determining gel firmness, particularly the shifts in bonding within the micelle, which we would argue should be considered within the context of the dualbinding model of the micelle described earlier. Whilst the majority of model studies of rennetinduced gelation have been carried out (fortuitously) at high pH where micellar integrity seems assured, many cheesemaking procedures involve a lowering of the pH by straightforward adjustment or by fermentative growth of starter cultures. Lowering the pH leads to a solubilization of calcium phosphate, a consequent decrease in the number of bonds preserving micellar integrity and an increased propensity for rearrangements of protein molecules within and between aggregated micelles. Horne (2001, 2003) has demonstrated the influence of such breakdown in micellar integrity in the context of gel development in studies of model yoghurt systems. The rate at which such processes occur will impact on the rate of increase of the elastic modulus of the gel with time but this aspect is yet to be considered in the context of the dynamics of rennet-induced gel development. Further work in this area is required to assess that impact, perhaps by looking for deviations in the scaling behaviour as the gel cures, perhaps by including terms in the Carlson (1987a,b) model to accommodate reversibility in the removal of activated micelles, or perhaps by considering altogether new models for the network structure and the manner in which the elastic modulus is related to that structure.
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Van Hooydonk, A.C.M. and Walstra, P. (1987). Interpretation of the kinetics of the renneting reaction in milk. Neth. Milk DairyJ. 41, 19-47. Van Hooydonk, A.C.M., Boerrigter, IO. and Hagedoorn, H.G. (1986). pH-induced physico-chemical changes of casein micelles in milk and their effect on renneting. 1. Effect of pH on renneting of milk. Neth. Milk Dairy J. 40, 297-313. Van Hooydonk, A.C.M., de Koster, RC. and Boerrigter, IJ. (1987). The renneting properties of heated milk. Neth. Milk Dairy J. 41, 3-18. Van Vliet, T. and Walstra, P. (1985). Note on the shear modulus of rennet-induced milk gels. Neth. Milk DairyJ. 39, 115-118. Van Vliet, T., Van Dijk, HJ.M., Zoon, P. and Walstra, R (1991). Relation between syneresis and rheological properties of particle gels, Colloid Polym. Sci. 269,620-627. Verissimo, RC., Esteves, C.L.C., Faro, CJ.E and Pires, E.M.V. (1995). The vegetable rennet of Cyanara cardunculus L. contains two proteinases with chymosin and pepsin-like specificities. Biotechnol. Lett. 17,621-626. Verwey, EJ.W. and Overbeek, J.Th.G. (1948). Theory of Stability of Lyophobic Colloids, Elsevier, Amsterdam. Visser, S., Van Roijen, pJ. and Slangen, CJ. (1980). Peptide substrates for chymosin (rennin). Isolation and substrate behaviour of two tryptic fragments of bovine K-casein. Eur. J. Biochem. 108,415-421. Vreeman, H.J. (1979). The association of bovine SH-K-casein at pH 7.0. J. Dairy Res. 46, 271-276. Vreeman, H.J., Both, P., Brinkhuis, J.A. and Van der Spek, C. (1977). Purification and some physicochemical properties of bovine K-casein. Biochim. Biophys. Acta 491, 93-103. Vreeman, H.J., Visser, S., Slangen, C.J. and Van Riel, J.A.M. (1986). Characterization of bovine K-casein fractions and the kinetics of chymosin-induced macropeptide release from carbohydrate-free and carbohydrate-containing fractions determined by high performance gel permeation chromatography. Biochem. J. 240, 87-97. Walstra, P. (1979). The voluminosity of casein micelles and some of its implication. J. Dairy Res. 46, 317-323. Walstra, P. and Van Vliet, T. (1986). The physical chemistry of curd making. Neth. Milk Dairy J. 40, 241-259. Walstra, P., Bloomfield, V.A., Wei, G.J. and Jenness, R. (1981). Effect of chymosin action on the hydrodynamic
diameter of casein micelles. Biochim. Biophys. Acta 669, 258-259. Waungana, A., Singh, H. and Bennett, R.J. (1996). Influence of denaturation and aggregation of beta-lactoglobulin on rennet coagulation properties of skim milk and ultrafiltered milk. Food Res. Int. 29,715-721. Whitney, R.McL. (1988). Proteins of milk, in, Fundamentals of Dairy Chemistry, 3rd edn, N.E Wong, ed., Avi Books, Van Norstrand Reinhold, New York. pp. 81-169. Wigley, R.C. (1996). Cheese and whey, in, Industrial Enzymology, 2nd edn, T. Godfrey and S. West, eds, MacMillan Press, London. pp. 133-154. Winter, H.H. and Chambon, E (1986). Analysis of crosslinked polymer at the gel-point. J. Rheology 30, 367-382. Worning, P., Bauer, R., Ogendal, L. and Lomhoh, S. (1998). A novel approach to turbidimetry of dense systems. An investigation of the enzymatic gelation of casein micelles. J. Colloid Interf. Sci. 203,265-277. Zevaco, C. and Ribadeau-Dumas, B. (1984). A study of the carbohydrate binding sites of bovine K-casein using high performance liquid chromatography. Milchwissenschaft 39, 206-210. Ziff, R.M. (1980). Kinetics of polymerization. J. Stat. Phys. 23, 241-263. Ziff, R.M. and Stell, G. (1982). Kinetics of polymer gelation. J. Chem. Phys. 73, 3492-3499. Zoon, P., Van Vliet, T. and Walstra, P. (1988a). Rheological properties of rennet-induced skim milk gels. 1. Introduction. Neth. Milk Dairy J. 42,249-269. Zoon, P., Van Vliet, T. and Walstra, P. (1988b). Rheological properties of rennet-induced skim milk gels. 2. Effect of temperature. Neth. Milk Dairy J. 42,271-294. Zoon, P., Van Vliet, T. and Walstra, P. (1988c). Rheological properties of rennet-induced skim milk gels. 3. Effect of calcium and phosphate. Neth. Milk Dairy J. 42, 295-312. Zoon, E, Van Vliet, T. and Walstra, E (1989a). Rheological properties of rennet-induced skim milk gels. 4. The effect of pH and NaCI. Neth. Milk Dairy J. 43, 17-34. Zoon, E, Van Vliet, T. and Walstra, P. (1989b). Rheological properties of rennet-induced skim milk gels. 5. Behaviour at large deformation. Neth. Milk Dairy J. 43, 35-42.
The Syneresis of Rennet-coagulated Curd P. Dejmek, Department of Food Engineering, Lund University, Lund, Sweden P. Walstra, Department of Agrotechnology and Food Sciences, Wageningen University, Wageningen, The Netherlands
Introduction Gels formed from milk by renneting or acidification under quiescent conditions may subsequently show syneresis, i.e., expel liquid (whey), because the gel (curd) contracts. Under quiescent conditions, a rennetinduced milk gel may lose two-thirds of its volume, and up to 90%, or even more, if external pressure is applied. Often, syneresis is undesired, e.g., during storage of products like yoghurt, sour cream, cream cheese or quark; hence, it is useful to know under what conditions syneresis can be (largely) prevented. In making cheese from renneted or acidified milk, syneresis is an essential step. Consequently, it is useful to understand and quantitatively describe syneresis as a function of milk properties and process conditions, particularly when new methods or process steps are introduced in cheesemaking. This concerns several aspects: 9 regulation of the water content of the cheese implies controlling syneresis; 9 the rate of syneresis affects the method of processing, and thereby the equipment and time needed, and the losses of fat and protein in the whey; 9 rate of syneresis in relation to other changes (e.g., acidification, proteolysis, inactivation of rennet enzymes) affects cheese composition and properties; 9 the way in which syneresis of curd grains proceeds may affect the propensity of the grains to fuse into a continuous mass during shaping and/or pressing; 9 differences in syneresis throughout a mass of curd cause differences in the composition of the cheese between loaves of one batch and between sites in one loaf; 9 after a cheese loaf has been formed, it may still show syneresis and hence loss of moisture.
(based on Chapter 5 in the 2nd edition of 'Cheese: Chemistry, Physics and Microbiology', P.E Fox, ed., Chapman & Hall, London 1993, by P. Walstra, revised and updated by P. Dejmek).
(Note: throughout this chapter we will use the word 'moisture' for any liquid that may move through curd or cheese; it is thus generally an aqueous solution and not just water). Thus, the importance of syneresis is obvious. Accordingly, numerous research reports have been published, providing many important data on the influence of various factors on the rate, and sometimes on the end-point, of syneresis. However, the results vary considerably according to the conditions during the test method employed and are difficult to interpret. Grounds to a deeper understanding of syneresis were laid in the late 1980s and early 1990s (van Dijk, 1982; van den Bijgaart, 1988; Akkerman, 1992; Walstra et al., 1985). Recent overviews were given by van Vliet and Walstra (1994) and Lucey (2001).
Gel Formation and Properties The casein micelle
As shown in 'Rennet-induced Coagulation of Milk', the caseins of milk occur under physiological conditions as large polydisperse aggregates, i.e., casein micelles, up to 0.5 lxm. Details of the internal structure of the micelles are still being discussed, but there is little doubt that the existence of this aggregated state is dependent on hydrophobic interactions and on calcium phosphate nanoclusters connected to the phosphoserines of the individual casein molecules. The solution stability of the micelles is dependent on the presence of charged groups and steric stabilization (Walstra, 1990). Both of these can be manipulated in dairy processing with the aim of destabilizing the micelles and promoting further aggregation of the caseins. The aggregation may lead to a gel and then to gel shrinkage, syneresis. Most of the K-casein of the micelles is at the surface and the strongly hydrophilic C-terminal part of these molecules apparently sticks out from the micelle surface as a flexible chain that perpetually changes its conformation by Brownian motion (Walstra and Jenness, 1984), thereby causing steric repulsion, though only a third of
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
72 The Syneresis of Rennet-coagulated Curd the surface appears to be covered by K-casein (Dalgleish, 1998). The micelles are thus said to be 'hairy'. They also have a negative charge, causing electrostatic repulsion between them. Steric and electrostatic repulsion provide complete stability of the micelles against aggregation under physiological conditions. There are multiple dynamic equilibria between caseins, and different forms of calcium and phosphate in the micelles and in the solution. The micelles may change considerably due to changes in their environment. At low temperatures, a part of the casein, especially [3-casein, goes into solution and additional 'hairs' of partly protruding [3-casein molecules are presumably formed. A small part of the micellar calcium phosphate also goes into solution. The micelles attain a higher voluminosity (i.e., they swell). These changes are reversible, although it is not quite certain that the micelles regain exactly their native structure after cooling and rewarming. At high temperatures, the amount of micellar calcium phosphate increases somewhat. At temperatures high enough for serum proteins to denature, association of denatured serum proteins with the micelles occurs, to an extent greatly dependent on p H the lower the pH, the stronger the association. Lowering the pH causes considerable change. Some trends are illustrated in Fig. 1; in as far as it concerns properties of a rennet gel, these are discussed later. The main change is that micellar calcium and phosphate go into solution, thereby loosening the bonds keeping the micelles together. This leads to dissolution of casein, especially at low temperature. At still lower pH, electrostatic bonds between positive and negative groups on the caseins keep the micelles together, and at the isoelectric pH, these bonds are quite strong, again. In fact, the casein particles at this pH are very different from the micelles at physiological conditions, although their size distribution has not changed greatly (Roefs et al., 1985). It should also be noted that a lower pH in milk leads to a higher calcium ion activity, which also lowers the negative charge on the micelles. Starting at about pH 5 (Vasbinder et al., 2001) and at not too low a temperature, the casein particles begin to aggregate; electrostatic repulsion is now absent and the K-casein hairs, which provide steric repulsion, are also lost (they are presumably 'curled up'). Addition of calcium at a constant pH to milk reduces the negative charge on the micelles and increases the amount of micellar phosphate. This reduces the stability of the micelles and high levels of added calcium cause their aggregation.
Renneting During the renneting of milk, the proteolytic enzymes in the rennet (mainly chymosin) hydrolyse the K-casein molecules to para-K-casein and soluble caseino-
% 4O1 / 0_ -((mY)
300C
r
lo-
~
,, ~
/ 001
O-
I i
soo
',
20 oc
tan~5 0 . 4 - ~ 0oC [
4.5
T
5.5 pH
1
I
6.5
Figure 1 The proportion of calcium (Ca) and inorganic phosphate (Pin) and the electro-kineticpotential(~) of casein micelles, as wellas the dynamic shear modulus (G', frequency 1 s-l) and the loss tangent (tan 6, frequency 0.01 s -1) of rennet-induced skim milk gels, as a function of pH (from Walstra, 1990).
macropeptides (the C-terminal region), thereby largely removing the hairs and greatly reducing steric and electrostatic repulsion. The micelles can now approach one another closely and it is observed that they flocculate, i.e., remain close together. The kinetics of renneting is intricate since two reactions are involved. The enzymic reaction is essentially first order and the flocculation can be described, in principle, by Smoluchowski kinetics (van Hooydonk and Walstra, 1987). The caseinomacropeptide segments are removed from the micelles one by one (a micelle contains in the order of 1000 K-casein molecules, and the number of micelles is roughly 100 times the number of chymosin molecules normally added to cheese milk). Consequently, the reactivity of the micelles, i.e., the probability that micelles which encounter each other will become flocculated, at first remains low but strongly increases as a greater proportion of the K-casein has been hydrolysed (see also Fig. 2). The reactivity is roughly an inverse exponential function of the concentration of unhydrolysed K-casein molecules on the
The Syneresis of Rennet-coagulated Curd
100
f
0 0
j
I
20
I
40
Time (min)
Figure 2 Approximate example of the changes that occur in milk after adding rennet. Degree of hydrolysis of K-casein (S), aggregation of para-casein micelles as measured by viscosity (V) and shear modulus (G) of the gel formed as a percentage of the values after 40 min, as a function of time.
micelles. As long as less than about 70% is hydrolysed, the flocculation rate is virtually zero, at least at physiological pH and 30 ~ If the pH is lowered, the enzymic reaction becomes much faster and, moreover, flocculation starts at a lower proportion of hydrolysed K-casein molecules (van Hooydonk et al., 1986). It appears that at low pH, the chymosin becomes adsorbed onto the micelles and this causes the hydrolysis of the K-casein to be not quite random any more. Presumably, a chymosin molecule now often makes a 'bare' patch on the micelle before becoming desorbed and diffusing away, to find another (or possibly the same) micelle on which to act. At such a bare spot, the micelle is reactive. This implies that at a lower pH, flocculation starts at a stage where less K-casein has been hydrolysed. The reactivity of fully renneted micelles, i.e., those that are fully converted into paracasein micelles, depends little on pH, increases with Ca 2+ concentration, decreases with increasing ionic strength (NaC1) and increases markedly with temperature, especially from 15 to 30 ~ (Dalgleish, 1983). Above 50 ~ the flocculation rate becomes almost independent of temperature, being roughly equal to that predicted by Smoluchowski's equation for diffusion-controlled coagulation (Dalgleish, 1983). The temperature dependence is often taken as indicative of hydrophobic interactions being responsible for the reaction between the para-casein micelles (Dalgleish, 1983). An alternative explanation is that with decreasing temperature only the activation free energy for flocculation increases, presumably because of protrusion of [3-casein chains. Gel formation
After a while, flocculation leads to the formation of a gel (see Fig. 2). Microscopically, one can observe that aggregates are formed, at first irregular, but often
73
somewhat thread-like; these grow to form large tenuous flocs, until they start to touch and form a continuous network (Mulder etal., 1966; Henstra and Schmidt, 1970; Walstra et al., 1985). Electron microscopy reveals (e.g., Kalab and Harwalkar, 1973; Knoop and Peters, 1975a; Green et al., 1978) that the network can be described as consisting of strands of micelles, 1-4 micelles thick and some 10 micelles long, alternated by thicker nodes of micelles and leaving openings up to 10 I~m in diameter. The essential requirement for gel formation is of course a thermodynamic instability of the system, i.e., an attraction between the particles high enough (relative to thermal energy) to bring about the formation of a condensed phase at the existing particle volume fraction. Gels are typically formed in systems where the range of the interparticle attraction is short compared to particle size. In addition to short range, the attraction needs to be sufficiently strong. A weak attraction allows the particles to asociate and dissociate until they find a position binding with many neighbours, and thus form a compact aggregate. When the attraction is sufficiently large, particles will stick at first contact, and a ramified structure may span the entire system, provided that the kinetics of aggregation is faster than the sedimentation of the aggregates formed. The topology of the resulting network can readily be described by the theory of 'fractal' aggregation (Family and Landau, 1984; Meakin, 1988). For particle gel formation, the fractal mechanism was pointed out in a qualitative sense by Walstra et al. (1985) and quantitatively applied to the flocculation of casein particles by Bremer and coworkers (Bremer et al., 1989, 1990; Walstra et al., 1990; Bremer, 1992). The current view of fractal particle gels in foods was summarized by Walstra (2000). Assuming random aggregation of particles and of aggregates already formed (called cluster-cluster aggregation), computer simulations show the aggregates formed to be stochastic fractals, i.e., structures that are on average scale-invariant at scales larger than that of the primary particles (radius a). The number of particles in an aggregate or floc is given by: Na -
(1)
where R is the radius of the floc and D the fractal dimensionality, which is always smaller than three. This implies that the floc becomes ever more tenuous as it becomes larger; computer simulations show rarefied structures, consisting mainly of long irregular strands of particles, which are in most places only one particle thick. Equation (1) has been shown to hold
74
The Syneresis of Rennet-coagulated Curd
remarkably well over a wide range of R and under many conditions, both in simulations and experiments; colloidal interaction forces and geometrical constraints determine the value of D. The number of particles that could be present in a floc if the particles were closely packed, obviously is:
This implies that the average volume fraction of particles in a floc is given by:
qbfl~ = Na
(3)
The average volume fraction of the flocs thus decreases during flocculation, and when it has reached the volume fraction of particles in the system, qb (for para-casein micelles at 30 ~ about 0.09), the flocs fill the total space available and a gel has formed. It also follows that the average radius of the flocs at the moment of gelation is given by: Rgel = a cJSI/(D- 3)
(4)
In the above derivation, it has been implicitly assumed that flocculation proceeds undisturbed. But if the liquid is stirred during flocculation, gel formation may be hindered. Another disturbance may be appreciable sedimentation of the flocs occurring before a gel can be formed. The casein micelles in milk are small enough, and differ little enough in density from the milk serum, for sedimentation to be negligible. It may thus be assumed that under normal renneting conditions, gel formation occurs unhindered. If equal-sized spherical particles flocculate in Brownian motion and if each encounter leads to lasting contact (so-called diffusion-limited cluster-cluster aggregation), the fractal dimensionality turns out to be about 1.8. Several deviations from this simplest model, for instance a situation (as during renneting) in which only a certain small proportion of the encounters of particles leads to their lasting contact (so-called chemically limited aggregation), or rearrangements occurring in the floc structure, lead to higher D values. Moreover, during gel formation, the flocs interpenetrate to some extent and this also causes a higher dimensionality. One type of change that certainly does occur in the flocs is a rearrangement of just-flocculated particles in such a way that each particle will touch more than two other particles; this leads, in principle, to strands of thickness of
about three particles rather than one (Meakin, 1988). This is in agreement with microscopical observations on casein gels (Bremer, 1992). Such a rearrangement does not detract from the initial fractal nature of the flocs or the gel formed from the flocs. Brownian dynamics is a tool which has been used to probe theoretically how different choices of interaction potentials can affect the properties of the gel network (Bijsterbosch etal., 1995; Bos and van Opheusden, 1996; Mellema et al., 1999; Dickinson, 2000; Rzepiela et al., 2001). The findings modulate the simple irreversible fractal description; the low cut-off of the fractal regime, i.e., the size of the building block typically increases in time, and the fractal dimension may depend on both the interactions and the volume fraction. For low-capture efficiency, the fractal dimensionality tends to 2.35 (Walstra, 2000; Mellema et al., 2002b). For real casein gels, volume fractal dimensions have been determined experimentally by a variety of methods, including wavelength dependence of turbidity, angle dependence of light scattering and analysis of electron or confocal microscopy images. The values most commonly found are D = 2.2-2.4 (Bremer et al., 1989, 1990; de Kruif et al., 1995; Mellema et al., 2000). The experimental values of D obtained are, however, much dependent on the evaluation procedure (Mellema et al., 2000) and the assumptions involved in interpretation of the experimental data (Bushell et al., 2002). Worning et al. (1998) questioned the validity of the turbidity approach, and the same group found by light scattering, D = 2 (Lehner et al., 1999). Assuming the radius of para-casein micelles to be 55 nm and their volume fraction in milk to be 0.09, it is calculated that the average radius of the flocs at the onset of gelation is about 2.5 Ixm and that these flocs contain several thousand para-casein micelles. There is, however, considerable spread in these values within one gel, and the gel is thus fairly inhomogeneous (see Fig. 3). The average pore size in the gel is of the order of Rgel but some pores are larger. Average pore size is related to the permeability, B, in the equation of Darcy:
(5) which relates the superficial velocity, v, of a liquid of viscosity, r/, flowing through the gel due to a pressure gradient Vp. The permeability of a 'fractal' gel is, under some assumptions, given by: B = const, a2qD2/(D-3)
(6)
The constant is not easily calculated; it is much smaller than unity. For D = 2.3, the power of @ is about - 2 . 9
The Syneresis of Rennet-coagulated Curd
~
~
4~.~ .,
75
....
~ '
Figure 3 Optical sections, made by confocal scanning laser microscopy in fluorescent mode, of rennet-induced skim milk gels, aged for 1 h (top) or 18 h at 30 ~ The bars indicate 10 i*m (from Bremer, 1992).
(in agreement with experiments), which implies that the permeability of the gel depends strongly on the initial q5 and thus on casein concentration. A similar strong dependence on q~ holds for some other properties and for the size of the flocs at the onset of flocculation. Above, it has been tacitly assumed that skim milk is renneted. In the presence of fat globules, flocculation and gel formation proceed somewhat differently, but not greatly. The pores in the gel of para-casein micelles are roughly large enough (about 4 Ixm) and sufficient in number (about 2.1016 m -3) to accommodate the fat
globules (average diameter- about 3.4 lxm; number of globules larger than 1 I x m - 3.1015 m-3; Walstra and Jenness, 1984). Nevertheless, the pore size distribution in the gel is, of course, somewhat influenced by the presence of the fat globules, and most fat globules are entrapped in the gel. Rheological characteristics
The discussion will be based mainly on the extensive results of Zoon et al. (1988a,c, 1989a,b). A convenient and easily observed characteristic of a gel is its small
76
The Syneresis of Rennet-coagulated Curd
deformation modulus, i.e., the ratio of the applied stress over the resulting strain (relative deformation). Mostly, the dynamic shear modulus, G, is determined (which implies that the deformation type is simple shear) as a function of the frequency of deformation, a). Most gels are visco-elastic materials and these are characterized by two parameters. The storage modulus, G', is a measure of the true elastic property of the gel, the loss modulus, G", of the viscous property; G'7o) can be seen as a viscosity. We further have G 2 = G '2 + G ''2. In these dynamic measurements, the material is brought under an oscillating small strain, and G' and G" can be determined separately, each as a function of o0; the timescale of the deformation is about o)-1. Values of G are shown in Fig. 1. The moduli were observed to depend generally on a~ and to increase steeply with as, in agreement with the theory of fractal gels (Bremer et al., 1990; Bremer and van Vliet, 1991). The model predictions linking fractal dimensionality to rheological properties need to take into account the topology and the connectivity of the network, information which is not contained in the fractal dimensionality (Roberts and Knackstedt, 1996; Mellema et al., 2002a). An important parameter is the loss tangent (tan 8 = G"/G'), as it is a measure of the preponderance of viscous (or liquid-like) or over-elastic (or solid-like) properties of the gel. It is related to the relaxation of bonds in the gel during its deformation, and therefore it mostly increases with increasing timescale (decreasing oscillation frequency); this is because, in general, a greater proportion of the bonds that are under stress can relax when the timescale is longer. For rennet milk gels at physiological pH and 30 ~ tan ~ = 0.45 - 0.6 at ~o = 10 -3 s -I, i.e., under conditions relevant for syneresis. This implies that a rennet milk gel has a significant viscous component in its rheological behaviour. In accordance with this, it is observed that its relaxation time, i.e., the time needed for the stress to decrease to l/e of its initial value if a certain small deformation is applied to the material, is of the order of only 1 min. The loss tangent does not depend on casein concentration and is virtually independent of the age of the gel once formed. The modulus of the gel strongly increases after it is formed (see Fig. 2). Potentially, the increase could be
a
b
due to two phenomena. One is that additional junctions are formed between casein particles, partly because there are strands of particles that are attached to the gel at only one end, partly because additional casein particles and small clusters thereof become incorporated into the gel. The latter situation will always occur to some extent during the formation of a particulate gel, but more strongly during normal renneting, since at the moment of gel formation not all casein micelles have been fully transformed into paracasein micelles. However, only a negligible amount of free casein was found in the whey from a rennet milk gel quite early in the renneting process, at G less than 10% of its ultimate value (Mellema et al., 2002b), and similar values were found in simulations (Mellema et al. , 1999). The other p h e n o m e n o n is illustrated in Fig. 4, which is derived from electron microscopical studies (Knoop and Peters, 1975b). Any junction', by which is meant a contact region between two original micelles, must contain several bonds, and the number of bonds per junction increases on ageing. One may say that the micelles more or less fuse, and after some hours the original particles making up the gel can no longer be distinguished. If no starter is added and the proteolytic enzymes of milk have been inactivated, the increase in modulus continues for about 24 h (Zoon et al., 1988a). The lower the temperature, the slower and the longer-lasting is the increase in modulus. As mentioned, the increase in the number of bonds does not lead to a significant change in the loss tangent. For deformations (in shear) larger than about 3%, the rheological behaviour of developed rennet milk gels becomes non-linear; during the early stages of gel development, the linear range is wider. In curd-making practice, the stresses applied are often too large for linear behaviour. Figure 5 shows what happens when a relatively large stress is applied (Zoon et al., 1989b). After the instantaneous (elastic) response, the deformation soon becomes virtually viscous, i.e., dT/dt is constant. After some, often fairly long, time, the deformation rate increases and eventually becomes infinite- the gel fractures. Fracture does not mean falling into pieces, but rupture of the gel matrix o n l y - the cleft formed fills
c
d
Figure 4 Schematic picture of the change in conformation of flocculated para-casein micelles during ageing of the gel (from Walstra and van Vliet, 1986).
The Syneresis of Rennet-coagulated Curd
I
I
I
I
I
77
I
2
/
238 Pa
~
Pa
0
0
i
i
100
200
I
-1--
300
Time (s) Figure 5 Deformation in shear (~,) of a gel of renneted skim milk as a function of time, applying a constant stress. Temperature: 30 ~ pH" 6.65, gel aged for 3.5 h. The stress applied is indicated near the curves. At 35 Pa, fracture occurred after 1350 s (from results of Zoon et al., 1989b).
with whey immediately. Presumably, local fracture occurs already at an early stage, as soon as the linear deformation range is exceeded; the small cracks formed increase slowly in size and number, and coalesce until a fracture plane throughout the whole test piece has formed. This implies that long before macroscopic fracture, the gel structure has been altered markedly, which has been confirmed in loading-unloading experiments (Zoon et al., 1989b). Note that the shear at fracture is very large; values between 1 and 5 have been obtained (van Dijk, 1982; Zoon et al., 1989b), according to conditions. It is seen (Fig. 5) that a higher stress leads to smaller deformation at fracture and to a much shorter time than needed for fracture to occur. In other words, at a shorter timescale, the fracture stress is higher. Like the modulus, the fracture stress increases with ageing of the gel. The results of experiments at large deformations depend on the type of test applied (e.g., creep or dynamic), but the same trends are observed. Attempts to gain insights into the causal relationships between the range and the strength of forces between particles and network flow behaviour are being made by simulations (Whittle and Dickinson, 1998; Dickinson, 2000; Rzepiela et al., 2002). Temperature has a big effect on gel properties (Zoon et al., 1988b, 1989b). One should, however, distinguish between temperature of renneting and of measuring rheological properties. If renneting is at a lower temperature, gel formation is much slower and the modulus of the gel may consequently be smaller when measured at the same time, but this is not a true representation of the effect of temperature on gel properties. Lowering the
temperature of a formed rennet milk gel generally causes a very brief decrease in modulus, but the latter subsequently starts to increase to reach a constant higher level after, say, 1 h. At co = 10 -3 s -1, the storage modulus at 20 ~ is about 2.4 times that at 30 ~ From the effect of temperature on the loss tangent it is seen that a rennet milk gel is much more solid-like at lower temperatures; similar behaviour could be seen even in a non-renneted, centrifuged pellet of casein micelles which gels at a low temperature (Horne, 1998). The permeability tends to be higher at higher temperatures; this will be considered later. At large deformations, a higher temperature causes a larger deformation and a lower stress at fracture. Some effects of acidity (Zoon etal., 1989a; Roefs etal., 1990) are shown in Fig. 1. Again, one should distinguish the pH of renneting from that at measurement, since renneting at a lower pH causes faster gelation. Figure 1 gives results obtained several hours after renneting at the pH values indicated, and it is seen that the storage modulus at first increases with decreasing pH, to decrease again at still lower pH values; the loss tangent continues to increase, until the pH range where a 'rennet reinforced acidic gel' (Tranchant et al., 2001) begins to develop. At large deformations, the effects of moderate acidity are not great (Zoon et al., 1989b); the fracture stress is somewhat higher for a lower pH, if determined at the same timescale.
Acid gels The casein particles at pH 4.6 are rather different from those at physiological pH, as is illustrated in Fig. 1. They
78
The Syneresis of Rennet-coagulated Curd
are very prone to aggregation (except at low temperature), they contain no undissolved inorganic phosphate and they have a (presumed) voluminosity at 30 ~ of about 3.4 ml g-1 (leading to 45 = 0.08 in skim milk). Casein particles from strongly heat-treated milk differ significantly in their properties, and due to their associated whey proteins may behave as [~-lactoglobulin during acidification (Vasbinder et al., 2001) and recently it was recognized that thiol cross-linking occurs in acid gels from heat-treated milk (Vasbinder et al., 2003). Unmodified caseins form a gel at temperatures above about 10~ Gel properties have been studied extensively (Roefs and van Vliet, 1990; Roefs et al., 1990a; Lucey et al., 1997a,b) including those of gels made by the combined action of acid and rennet (Roefs et al., 1990b; Lucey et al., 1998, 2000, 2001; Tranchant et al., 2001) and gels from transglutaminase-cross-linked micelles (Schorsch et al., 2000). The gels are in many respects quite comparable to renneted milk gels (Table 1). They are also of a fractal nature and have roughly the same fractal dimensionality and thereby about the same dependence of modulus and of permeability on casein concentration (Bremer et al., 1989, 1990). The absolute value of the permeability is also roughly the same, as is the pore size distribution. The rheological properties are, however, rather different. They are treated separately in
Table 1 Properties of skim milk gels obtained by renneting (aged for about 1 h) or by acidification (aged for 6-16 h). Acid gels are of type 1 (obtained by cold acidification and subsequent warming) or of type 2 (obtained by slow acidification with glucono~-Iactone at 30 ~ Approximate results at 30 ~ (from various sources)
Acid gel Property
Rennet gel
Type 1 Type2
pH G' at ~o= 0.01 rad s-1 (Pa) Tan ~ at ~o = 0.01 rad s-1 Fracture stress a (Pa) Fracture straina ( - ) Permeability B (l~m2) Fractal dimensionality b dB/dt (nm 2 s -1) Initial syneresis rate c
6.65
4.6
4.6
32
180
20
0.55
0.27
0.27
10
100
100
3.0
0.5
1.1
0.25
0.15
0.15
2.23 20
2.39 <1
2.36 -
15
<1
<1
a Loading time 1000 s. b From the relation between concentration and B. c Arbitrary units.
'Formation, Structural Properties and Rheology of Acidcoagulated Milk Gels', Volume 1. Syneresis Mechanism of syneresis
Various mechanisms have been held responsible for syneresis (for an early review, see Walstra et al., 1985). Summarizing, the following types of mechanism were distinguished: 9 A decrease in solvation or water binding of the material making up the gel. For a particulate gel, this way of explaining syneresis does not appear suitable and there is no indication that an ongoing change in solvation is involved. 9 Shrinkage of the building blocks of the gel, i.e., the para-casein micelles in our case. This may happen when the pH is lowered or the temperature increased, but syneresis also occurs under constant conditions. 9 Rearrangement of the network of para-casein micelles. This is the main cause of syneresis. The para-casein particles in the gel form junctions with a limited number (mostly 2-4) of others. (Strictly speaking, this is not true. As mentioned earlier, there is a rapid rearrangement into thicker strands, leading to a higher coordination number. However, one may use the same arguments by considering the 'particles' to be aggregates of, on average, three micelles.) However, the particles are expected to be reactive over their entire surface (or to contain numerous reactive sites smeared out over their surface), and in the initial fractal network, by far the greater part of the surface of each particle does not touch (form bonds with) another one. Rearrangement of the particles into a more compact network would thus increase the number of bonds and hence decrease the total free energy (the counteracting loss in mixing entropy is very small). But the particles cannot easily attain a more compact configuration because they are almost immobilized in the network. In other words, the network has to be deformed locally to form new junctions. Thermal motion of the strands may occasionally bring two particles in different strands close to each other so that a new junction is formed, especially shortly after renneting. This would lead to the build-up of a tensile stress in at least some of the strands. The fusion process illustrated in Fig. 4 may also cause such a stress to develop. As a result, strands may occasionally break, providing a possibility for the formation of more new junctions, thereby tending to make the network contract. These events are illustrated in Fig. 6. Even if
The Syneresis of Rennet-coagulated Curd
/
\
/
/
\
/
\
/
\
~
\
\
\ ~.
79
\
-4- - \
/
,~.
-
_
_
,,.:,/
Figure 6 Schematic representation of strands of para-casein micelles forming new cross-links, leading to breaking of one of the strands (from van Dijk, 1982).
no syneresis would follow, the changes mentioned would cause the strands of particles to become straightened. This is indeed in agreement with the relation found between the modulus and the volume fraction of particles making up the gel (Bremer et al., 1990). The propensity of the strands to break has been carefully studied by van Vliet et al. (1991). They concluded that spontaneous breakage is possible if (1) the bonds in a junction can relax, and (2) the number of bonds in a junction is not too high. If the first condition is met, this is reflected in the loss tangent being fairly high on the timescale considered; the second is met if the strands are (locally) only one-particle thick and the junction zones fairly small (small particles, little fusion). For normal para-casein micelle gels, the critical loss tangent appears to be about 0.4, syneresis being stronger at a higher tan & To say it in other words, the activation free energy for the breaking of bonds should be fairly low for syneresis to be possible. But also the activation free energy for bond formation should be fairly low, since otherwise no new junctions will be formed. Attempts to unify the approach to gel formation and syneresis
It has been earlier recognized that casein gels are transient networks (Bremer, 1992; Bijsterbosch et al., 1995). In the last decade, a unified theoretical framework for the formation of more or less transient particle gels has been proposed (Poon and Haw, 1997; Tanaka, 1999; Prasad et al., 2003), not least due to the convenient experimental system of colloid particles in a noninteracting polymer solution. In such a system, because the centre of gravity of the dissolved polymer is sterically excluded from the region close to the particle surface, i.e., the surface region is depleted of the polymer, an effective attractive short range potential between the particles is created. Both the strength of the attraction (via osmotic pressure of the solution) and its range (via the polymer size) can be manipulated easily.
The framework attempts to unify the description of all phase separation phenomena, including gel formation. The gel is considered as a possible transient phenomenon on the way to full phase separation or to a final arrest of the phase separation process through glass transition. A general theory of viscoelastic phase separation has been developed by Tanaka and collaborators (recently reviewed by Tanaka, 2000). The theory proposes the formation of a transient gel as a possibility in any system in which one of the emerging separating phases has dynamics much slower than the other, covering both polymers and colloidal systems. In this approach, after the initial diffusioncontrolled spinodal decomposition, diffusion is hindered by the viscoelasticity, or more specifically the bulk and the shear moduli of the emerging 'slow' phase. The bulk modulus of the gel phase, which is assumed to include contributions from the excluded volume, the network topology and the particle binding energy, and which need not necessarily scale the same way as the shear modulus, is also the origin of gel contraction, i.e., microscopic syneresis. In very late stages of the process, it becomes once again dominated by the, by then slow, diffusional processes. In simulations, the model correctly predicts the morphology of the resulting gels both in polymers (Araki and Tanaka, 2001) and in colloids (Tanaka et al., 2003). The transient gel model clearly emphasizes that the apparent 'equilibrium' properties of the gel are the consequence of a drastic slowing down of an ongoing process and can thus not be expected to correlate neatly with the thermodynamic state variables such as composition, temperature and pH. There are several attractive features in the viscoelastic phase separation model. One is that it offers a predictive dynamic model which relates the thermodynamic driving force for separation on a molecular level to the relaxation bulk and the shear moduli of the gel. Another is that it allows in the same general framework modelling of both the early stages of the aggregation, where the casein micelles can be treated
80
The Syneresis of Rennet-coagulated Curd
as individual colloid particles, and the late stages where a fused casein phase may be better modelled as a viscoelastic fluid. The thermodynamical driving force, the gradient of free energy of mixing, can be related to independently measurable properties of the system. For renneted casein, the attractive energy has been derived from measurements of viscosity and light scattering, evaluated with the adhesive hard sphere model pioneered in the dairy context by de Kruif (de Kruif et al., 1992, 1995; Mellema et al., 1999) and it should even be accessible to direct measurement in AFM (atomic force microscope). AFM could also give a direct answer to the much-discussed issue of whether a renneted or acidified casein micelle can be regarded as uniformly attractive or as possessing 'hot spots'. As mentioned earlier, attempts have been made to relate the rheological properties of the network to observables such as fractal dimensionality. It has become clear that the fractal dimensionality and volume fraction of the gel phase do not completely determine the rheological properties of the network; further topological assumptions or facts are needed (Roberts and Knackstedt, 1996; Mellema et al., 2002a,b). Confocal scaning microscopy (CSM) can provide topographical information which can then be transformed directly into more model-independent rheological properties (Mellema et al., 2000), or, with time resolved CSM it is possible to evaluate directly the rheological properties of the network based on the observed movement of the network components under thermal (Brownian) excitation (Dinsmore and Weitz, 2002). The above-mentioned hopes for more general predictive theories may be overoptimistic (Walstra, 2003); gels are not homogeneous and relevant phenomena occur on many length scales, involving different types of bonds, and are therefore not easily interpretable by localized studies such as microscopy, and pose formidable problems to Brownian simulations.
After the gel has become firmer, it can withstand a greater disturbance without exhibiting spontaneous syneresis. Usually, it does not show syneresis at the milk surface, either. The composition of the milk surface is not known with certainty. It may be lipid-rich or may be covered by protein, presumably [3-casein (Holt and White, 1999), oriented with its hydrophobic chains towards the air. If this surface layer is bonded to the para-casein matrix, the hydrophobic air interface must be wetted to allow the serum to leave the matrix, and thus the matrix to shrink, thus it is essentially the capillary forces that prevent spontaneous syneresis. As soon as the gel is cut or the surface (locally) wetted, syneresis occurs. This effect permits experimentally starting syneresis at any desired moment after a gel has formed. These observations imply that in a constrained milk gel, no syneresis occurs. However, the processes depicted in Fig. 6 will nevertheless occur; there is no reason to suppose they would not. This implies that on a local scale, the gel network becomes more dense; this has been called microsyneresis (van Dijk, 1982; Walstra et al., 1985). At the same time, the network will become less dense at other sites; these changes are shown in Fig. 3. The surface-weighted average pore size will thus increase and it is indeed observed that the permeability of a constrained gel keeps increasing (see Fig. 7). It may be argued that the rate of change of the permeability, dB/dt, is a measure of the tendency of the gel to exhibit syneresis. Until now, only the inherent or endogenous tendency of a gel to show syneresis has been considered. Exerting a stress on the gel may be expected to speed up greatly the expulsion of whey, because of the increased pressure (see equation 7). Moreover, it may enhance syneresis by
1.5
-
Syneresis of renneted milk
Under typical cheesemaking conditions, if the gel is formed undisturbed and sticks completely to the wall of the vessel in which it is formed (e.g., clean glass), it usually shows no apparent syneresis, at least if the vessel is not too large and has vertical walls, and if the temperature is not too high (e.g., 30~ (van Dijk, 1982). Apparently, the gel is now constrained and cannot shrink. Spontaneous syneresis is observed if the milk is renneted in a conical flask; presumably, the gel tears loose from the glass wall by gravity before it is fully set. Similarly, spontaneous syneresis may occur in a cylindrical glass if it is tilted slightly for a moment during setting.
1.0
-
0.5
-
~~ 5.35
j 5.75
E
::t.
v
m
~
0 0
-
6.33
I
I
I
1
2
3
Time (h)
Figure 7 Permeability, B, of rennet-induced skim milk gels of various pH (indicated near the curves) as a function of time after renneting. Temperature 30 ~ (from results by van den Bijgaart, 1988).
The Syneresis of Rennet-coagulated Curd
bringing strands of the network closer to each other and, perhaps more importantly, it will enhance breaking of strands, thereby providing a greater possibility for the number of junctions to increase. As was discussed above in relation to Fig. 5, deformation of the gel also causes local rupture of the network, thereby increasing its permeability. Indeed, local densification of the structure and the formation of empty holes was predicted in simulations which specifically included imposed deformation (Rzepiela et al., 2002). One-dimensional syneresis at constant conditons
In this section, the detailed investigations by van Dijk, van den Bijgaart and coworkers (van Dijk, 1982; van Dijk et al., 1984; van Dijk and Walstra, 1986; van den Bijgaart, 1988), as complemented by the recent work by Lodaite (2002), Lodaite et al. (2000, 2002), Unger Grundelius (2004) and Unger Grundelius et al. (2000), will be discussed. They studied horizontal slabs of renneted milk, the top of which was moistened at a predetermined time after renneting, after which syneresis was followed by measuring the change in height, h, of the slab; whey could flow out only at the top. The milk was brought to the desired pH and the apparatus was kept at a constant temperature. Examples of results are shown in Fig. 8. The diameter of the cylindrical slabs was much larger than their thickness (mostly 5 mm). In this way, one-dimensional syneresis under constant conditions could be determined. This is, of course, an over-simplification of the situation during actual curdmaking, but it allowed precise and unequivocal determination of syneresis under various conditions, providing insight into the processes occurring, and permitting the development and the testing of a simple mathematical model.
~6 E
g
x:: 4
o
;,
+ Time ('h)
Figure 8 The height of slabs of renneted skim milk of various initial height, h, as a function of time after initiation of syneresis. Temperature 30 ~ pH 6.7. The values at infinite time are from extrapolation of log-log plots (from results by van Dijk, 1982).
81
In parallel experiments, the permeability, B, and its change with time, dB/dt, were determined. Unless stated otherwise, the results pertain to renneted skim milk. Modelling the process The gel can be considered as two inter-penetrating continuous spaces, one consisting of the para-casein matrix and the other of whey. If there is to be macroscopic syneresis, the para-casein matrix must contract and the whey move in the opposite direction. This relative movement is accompanied by a friction force, proportional to the relative velocity between the matrix and the whey. This frictional resistance against flow can be described by the equation of Darcy (equation 5), which is conveniently written as:
(7) where v is the relative superficial velocity of the liquid in the direction of l, the distance over which the liquid has to flow. The pressure causing the syneresis can, in general, be written as:
P = Ps + Pg + Pc
(7a)
which terms are, respectively, the endogenous syneresis pressure, the pressure exerted by the network itself due to gravity and any external pressure applied to the network. Results for Pc = 0 will be discussed first; note that pg varies from zero at the top of the slab to a maximum of g h Ap at the bottom, e.g., 1 Pa for a 1 cm slab (Ap = density difference between the para-casein network itself and the interstitial whey). Attempts to directly measure Ps failed; its value was too small. Only the order of magnitude could be estimated, and it was 1 Pa (van Dijk et al., 1979; van Dijk, 1982). This is a very small p r e s s u r e - it corresponds to the pressure exerted by a water 'column' of 0.1 m m and, as seen in Fig. 8, unaided syneresis is indeed very s l o w - it takes 7 h at 30 ~ for a 6-mm slab to be reduced to 3 mm. Since equation (7) must hold, and since the rate of syneresis, v, B, l and r / c a n be measured, it is possible to determine p indirectly and thereby Ps, because pg can also be calculated. The calculation is, however, very intricate, because: 9 permeability increases with time (Fig. 7); 9 permeability becomes smaller because of syneresis; 9 most likely, endogenous syneresis pressure also varies with ongoing syneresis; 9 pressure due to gravity changes as well; 9 the coordinates change with syneresis.
82 The Syneresis of Rennet-coagulated Curd Consequently, most variables vary with time and location. Syneresis will start in the uppermost layer, thereby altering its permeability, etc., and progressively reach deeper layers. A finite difference model was developed (van Dijk et al., 1984), in which the slab was divided into parallel thin slices, to each of which equation (7) and the equation of continuity were applied to calculate the outflow of liquid in small time intervals. By inserting various values for Ps and comparing the computed results with the observed h as a function of time, the endogenous syneresis pressure could be derived. By assuming p and B to be constant, which may be assumed to be the case at the very beginning of syneresis, an analytical solution can be found (Biot, 1941), which is mathematically equivalent to the solution of the diffusion equation (Tanaka and Fillmore, 1979). This would imply that h changes proportionally to the square root of time and directly yields the initial endogenous syneresis pressure, Ps0. This proved not to be the case. In careful experiments, an initial proportionality with time t, the power of about 3/4 was obtained by van den Bijgaart (1988) and about 1 by Lodaite et al. (2000). The explanation probably is as follows (van den Bijgaart, 1988) - an implicit assumption in the application of equation (7) is that the network can without significant resistance comply with the outflow of whey. But the initial shrinkage rate of the outermost layer would then be very high (the proportionality with square root of time even implies an infinite rate at t = 0) and that is clearly not possible. A significant effort went into the refinement of the model and the numerical fitting to calculate the intrinsic syneresis pressure as a function of time and process conditions, such as in Fig. 9. The observed trends in the intrinsic pressure could be qualitatively explained
_
Q. v
II
0
s s s I
0
I
1
I
I
2
Time ('h)
Figure 9 The endogenous syneresis pressure (Ps) of rennetinduced skim milk gels as a function of the time elapsed after renneting when syneresis was initiated, at various pH (indicated near the curves). Temperature, 30 ~ The broken lines are assumed (from results by van den Bijgaart, 1988).
a posteriori, however, the prediction power of the model remained poor. A possible explanation could lie in the fact that equation (7) is formulated for the liquid space of the network. This means that the forces needed for the deformation of the matrix are not considered explicitly. The intrinic syneresis pressure is thus the observable difference between the balance of the thermodynamic forces attempting to reach a new equilibrium, the eventual external forces and the forces caused by the viscoelastic properties of the matrix. The magnitude of the latter depends on the deformation of the matrix, the deformation rate and the deformation history at each point in time and space. An order of magnitude estimate can be based on Fig. 10. Some 8 Pa external pressure doubled the initial rate of syneresis; thus, the viscoelastic resistance of the matrix would seem to be almost an order of magnitude larger than the observed intrinsic syneresis pressure. While the derived intrinsic pressure is not easily interpreted, one can argue that the same balance of thermodynamic and viscoelastic forces that causes the macrosyneresis is also reflected in microsyneresis, and thus the rate of change of permeability should be a direct index to the intrinsic rate of syneresis. Even in the measurement of permeability there are some caveats. While the observed constrained permeability and its rate of change, measured by the standard tube method was found to be independent of curd column length and driving pressure difference by van Dijk (1982), it was found to depend on both the size of the tube and the driving pressure difference by Unger Grundelius (2004). Some important results are given in Fig. 11. The variables, temperature and pH, affect dB/dt in a similar way, in accordance with the ideas outlined above. All these trends would cause faster syneresis at a higher temperature and lower pH; this is indeed observed. An additional complication, which will lead to syneresis being given an additional dependency on the physical dimensions of the synerising sample, is that rapid syneresis also leads to the rapid formation of a highly shrunken outer layer, which implies that the permeability of that layer becomes very low and its modulus high, thereby slowing down further syneresis. The close correlation between B and dB/dt is presumably due to the latter factor already causing an increase in B before the gel is firm enough to allow the estimation of B. Temperature has a very large effect- below 20 ~ endogenous syneresis is virtually zero. The relations for the effect of concentrating the milk by ultrafihration are different. Naturally, B decreases with increasing concentration, and the network becomes denser. The bonds remain of the same type, however, which is reflected in
The Syneresis of Rennet-coagulated Curd
0.4
-
0.2
-
83
B (pm 2)
dB/dt
X. syn
/
f
/
0 -
I
20
40
I
5.5
I
'
6.5
T (~
pH
, 0
, 0.1
, 1
CaCI 2 (%)
, 2
3
UF
Figure 10 Properties of rennet-induced skim milk gels. Permeability (B), rate of change of permeability (dB/dt), and approximate initial syneresis rate (syn, arbitrary scale) as a function of temperature (T), pH, added quantity of CaCI2 and preconcentration by ultrafiltration (UF, degree of concentration) (mostly from results by van Dijk, 1982; van den Bijgaart, 1988).
tan 8 remaining constant (Zoon et al., 1988a). Nevertheless, dBIdt decreases with increasing concentration. The overall result is that the rate of syneresis decreases with increasing concentration. The relative shrinkage rate, i.e., relative to one minus the volume fraction of para-casein particles in the gel, increases somewhat with increasing concentration (van den Bijgaart, 1988). It also appears that the rate of syneresis of a gel from pre-concentrated milk (by UF) is higher than that of a gel of the same concentration but caused by syneresis; at least part of the explanation is presumably that in the latter case, considerable relaxation of the internal stresses in the network has occurred, implying a lower syneresis pressure.
._m q) C
I I
i O I I I I
11
.
3
3
~
~
11 1
27~
i f fff~
._~ c
~
6
111111
4.0
L_
The effect of adding CaC12 is somewhat puzzling- B and dBIdt are not affected and neither is tan 8 (Zoon et al., 1988b), whereas syneresis rate increases. It should be noticed, however, that the effect of adding CaC12 is rather variable and that the time elapsed between addition and doing the experiments also affects the results (van den Bijgaart, 1988). It would require painstaking investigations to settle these fine points. Some other variables also (slightly) affect endogenous syneresis. The quantity of rennet added has very little effect, provided that the time elapsed after rennet addition has been sufficient to ensure almost complete hydrolysis of the K-casein. Adding NaC1 has very little effect, unless a large quantity is added. Comparison of renneted milk with
~ff
i~
1111 11
1 11
I
~I
i~
~''~'~
I
11 1
Oj.J
f 34 ~
"T
I
20 Temperature (~
I
I
I
I
I
30
2
4
6
8
~/Pe/Pa
Figure 11 Effects of temperature and external pressure (Pe in Pa, indicated near the curves in the left-hand graph) on syneresis of renneted skim milk. pH was 6.68 (filled circles) or 6.33 (open circles) (from results by van den Bijgaart, 1988).
84
The Syneresis of Rennet-coagulated Curd
skim milk shows that the presence of fat globules causes a somewhat lower permeability; dBIdt is not affected, and syneresis is a little slower. As an example, after 5 h a slab had shrunk to 53% of its height, compared to 48% in the case of skim milk (van den Bijgaart, 1988). The effect of ethanol, a less-polar solvent than water, was investigated by Renault etal. (1997). Syneresis decreased in the presence of ethanol, which may suggest that para-casein was more strongly solvated; micellar casein was found to dissociate on heating in the presence of ethanol (O'Connell et al., 2001). Experiments on the influence of an external pressure, Pe, were performed by placing a porous disc on top of the syneresing slab. Some results are shown in Fig. 11. It is seen that the effect is considerable and is about proportional to the square root of pressure. The effect of external pressure cannot be seen as an amplification of syneresis - it is about additive to the endogenous syneresis. These results are in accordance with those of model calculations. Figure 11 also suggests that in the presence of an external pressure, the lowest temperature at which syneresis can occur is lower, the more so for a higher pressure. Although this has not been verified by experiments, the effect must exist at least to some extent. Presumably, syneresis has an endpoint. Eventually, the system will be close-packed. Such an end-point has, however, not been observed. Figure 12 gives some results up to 50-h syneresis. It is seen also that after a long time, the shrinkage is greater for a higher temperature, a lower pH and a higher external pressure. A higher fat content also causes somewhat less shrinkage after long time. It would be of great importance for theory formation to establish the apparent
equilibrium voluminosity of para-casein micelles as a function of pH, temperature and salt content; however, no such work has been reported.
Syneresis during curdmaking After renneting has led to a gel of sufficient firmness, it is usually cut into pieces to promote whey release. For most types of cheese, the mixture of curds and whey is then stirred, often, part of the whey is removed, and it is fairly common to increase the temperature of the mixture after some time (scalding or cooking), all of which are measures aimed at enhancing syneresis. Moreover, during this process of curdmaking, the pH decreases, again enhancing syneresis. An example of the water content of the curd during the course of the process is given in Fig. 13. Note how time, temperature, acidity and pressure affect the water content; the effect of pressure is seen when the curd is taken out of the whey for moulding, by which action the pressure due to gravity increases by a factor of about 30. All these effects are in qualitative agreement with the above results. In this section, the effect of several variables under conditions during actual curdmaking, or conditions more or less mimicking these, will be considered. This is because most published experiments were done in such a way, and methods for estimating syneresis will be reviewed briefly. Some effects of milk composition and pre-treatment will also be discussed.
90
I
I
I
I
I
I
I
'
'
7O
0.4 T (~
Pe (Pa)
pH
30
0
6.67
34
0
6.67
30 30
8 8
6.67 6.33
30
62
6.33
o4
0.3
9-- 0.2
0.1
0
I
I
20
30
I
40 t(h)
50
Figure 12 Effects of temperature (T), external pressure (Pe) and pH on the shrinkage of renneted skim milk. Relative remaining volume (i) as a function of time (t) after renneting. Initial slab height 5 mm (from results by van den Bijgaart, 1988).
50
0
2
4 Time (h)
6
8
Figure 13 Examples of changes in the water content of curd (determined by oven drying) as a function of time after renneting. The gel was cut after 0.5 h and the curd and whey mixture was stirred continually. At two moments (indicated by arrows), curd was removed from the whey and put into a cheese mould. Experiments with (filled line) and without (dashed line) adding starter. Temperature of the whey was 32 ~ throughout, temperature in the mould gradually fell to 20 ~ (recalculated from van de Grootevheen and Geurts, 1977; Kwant et aL, unpublished).
The Syneresis of Rennet-coagulated Curd It goes without saying that curdmaking is aimed at other things besides regulating the rate and the extent of syneresis. The main aspect is that a higher moisture content goes along with a higher sugar content of the curd, which, in turn, leads to a lower pH. This can be modified by 'washing' the curd. A lower pH at the moment of separating curds and whey causes the cheese to contain less calcium phosphate. Other aspects are the limitation of the loss of curd fines, the inclusion and the activity of rennet in the cheese and, in some types, the killing of undesired micro-organisms (caused by scalding).
Methods for estimating syneresis The ultimate result of syneresis is reflected in the water content of the cheese after pressing. Determining only this quantity yields, however, little understanding. It is much more interesting to follow syneresis during the curdmaking process, but it is not easy to do this unequivocally. The various methods and their pros and cons have been reviewed extensively (Walstra et al., 1985); only the salient points will be described here. The methods may be classified as follows: 1. Measuring the shrinkage of the curd, either the height of a slab (as discussed earlier) or the volume or mass of a slab or pieces of curd (in air or in whey). These methods are typically applied in laboratory experiments. 2. Determining the amount of whey expelled. This can be done in two ways: a. determination of the volume of whey drained off. The results strongly depend on conditions, especially the often imprecisely known external pressure. It also may be fairly uncertain how much interstitial whey is left between the curd grains. b. determination of the degree of dilution of an added tracer. This method has an inherent uncertainty, in as much as the tracer may adhere onto or diffuse into the curd. 3. Determination of the dry matter content of curd pieces taken out of the whey. The main uncertainty is the unknown quantity of whey adhering to the curd particles; trying to remove the adhering whey may introduce the opposite error. 4. Determining the density of the curd grains by putting them in solutions of various density. This method is fairly crude, but is hardly biased if carefully executed.
85
the curd, but was not further pursued for syneresis studies. All these methods can, of course, be executed under various conditions that affect syneresis, e.g., temperature, pH and effective pressure, and at various times after renneting or cutting. Most authors have used method 2a, but methods 2b and 3 have also been fairly popular, especially in experiments involving stirring of the curds-whey mixture. Hardly ever have different methods been compared on the same curd. Figure 14 gives an example, and it is seen that the difference is considerable. It may be concluded that absolute values are hard to obtain and that most methods provide only trends. Even then, one has to be careful, since the method may not be linear. In relation to this, it should be realized that at the beginning of syneresis a large amount of whey has to be removed for the moisture content of the curd to become appreciably lower, whereas at the end of the process the opposite is true (see Fig. 15).
Rate equations As was discussed above, even for a very simple model for the case of one-dimensional syneresis under constant conditions, solution of equation (7) in conjunction with the equation of continuity leads to complicated relations. This will be even more so for the situations considered here, where the geometric boundary conditions are more complicated and changing, and where the physico-chemical conditions affecting syneresis are not constant either. Nevertheless, some authors have tried to give simple analytical expressions for the process.
90
N9
v r
~0 ~0~
N
E 80 0 0
"\ 4:o
80
Time (min)
In addition to the classical methods, the use of low-resolution NMR was introduced by Tellier et al. (1993). The method showed great promise, as it was able to monitor both the degree of syneresis and give a quantitative measure of pore size distribution in
Figure 14 Water content of curd from skim milk renneted and kept at 31 ~ as a function of time after cutting, determined from the concentration in the whey of added polyvinyl alcohol (filled circles) and by oven drying of pieces of curd strained off (open circles) (from Kwant et aL, unpublished).
86
T h e S y n e r e s i s of R e n n e t - c o a g u l a t e d Curd
80-
o
.=_
40
0
20
60 % Whey removed
100
Figure 15 Calculated relation between the water content of curd (from whole milk of 12.3% dry matter) and the quantity of whey (6.8% dry matter) expelled as % (w/w) of the original milk.
Kirchmeier (1972) reported that the change in volume, V, of a piece of curd is, under 'constant conditions', given by: V = Vo exp(-Kt)
(8)
where Vo = original volume, t = time after starting syneresis and K would be a first-order rate constant, linearly dependent on temperature. A similar relation, albeit with some 'extra' syneresis immediately after cutting, was observed by Marshall (1982). Apart from the lack of theoretical justification for equation (8), it predicts that V approaches zero for very high t, which is clearly impossible. Weber (1984), therefore, modified equation (8) to: V = Vo [0.15 + 0.85 exp(-Kt)]
(9)
where it was assumed that the curd eventually shrinks to 0.15 times its original volume (actually, Weber used mass rather than volume). A further modification was made by Peri et al. (1985) who introduced the final (relative) volume, Vinf, as a variable and obtained:
1966; Lawrence and Hill, 1974) found that the amount of whey expelled (Vo - V) from pieces of curd was proportional to t u2, and concluded that 'rate of syneresis is substantially diffusion-controlled'. Such a conclusion had also been reached for syneresis in cross-linked polymer gels (Beltman, 1975). The results quoted above are incompatible; for Kt > > 1, equations (8-10) predict that ( V o - V) is proportional to t, n o t tl/2; more generally, different authors find different relations. The only conclusion can be that, under constant conditions, the rate of syneresis ( - d V / d t ) decreases as syneresis proceeds. This need not always be true for the relative rate of syneresis ( - d In V/dt), although this quantity will also eventually approach zero. Effects of curd gram size Cutting the renneted milk gel into pieces creates a free surface through which syneresis can occur. Before cutting, the gel mostly sticks to the wall and its top surface does not show syneresis, unless it is wetted. Moreover, the distance over which the whey has to flow through the curd is greatly reduced. Empirically, cutting strongly enhances syneresis. Tests using the standard cheesemaking procedures, where a body of curd is cut into pieces, compress the curd and can thus induce structural changes or even cracks in the gel. They thus do not allow to differentiate between the effect of size of the curd grains on one hand and the cutting-induced effects on the other. Unger Grundelius et al. (2000) used curd cylinders of different sizes, produced by rennetting in plastic syringes, but even with the best care, initial whey expulsion could not be avoided. An indication of the effect of grain size is given in Fig. 16; the trends agree with the corresponding onedimensional syneresis data. The time for a given (low) o~
10o0o
0 od
V-
Vinf- [(Vo- Vinf)exp(-Kt)]
(10)
0 t~
This would be a correct equation for a simple relaxation process where 1/K is the relaxation time. As we have seen, syneresis can certainly not be considered such a process; nevertheless, Peri etal. (1985) found a good agreement with their results, obtained under a fairly wide range of conditions. The good fit may have been due to equation (10) containing two adjustable parameters. Caron et al. (2001) chose yet another asymptotic twoparameter fit, of the same form as the Michaelis-Menten equation. Daviau et al. (2000c) used two exponential relaxation times, and thus five adjustable parameters. Several workers (Koestler and Petermann, 1936; Stoll,
~-g
1000
O
o'~ Z~ Ill
E 100
i
1
10
100
Slab thickness or 1/2 grain size (mm)
Figure 16 Initial one-dimensional syneresis in curd slabs (lines) and three-dimensional syneresis in curd grains (symbols) as a function of size (from Unger Grundelius etal., 2000 and Lodaite et al., 2000).
T h e S y n e r e s i s of R e n n e t - c o a g u l a t e d
level of initial syneresis scaled more or less proportionally to curd grain size at pH 6.4, but at a power less than one at a lower pH. Small pieces of curd shrink more than large ones. The latter implies that uneven cutting will cause local variations in moisture content and acidity in the fresh cheese.
Stirring Stirring enhances syneresis (see, for example, Fig. 17). The main factor may be the prevention of sedimentation of the curd particles. Although in a sedimented layer the pressure on the curd may be higher, the possibility of the whey flowing out of the curd layer soon becomes small, thereby strongly impeding syneresis (see further below). Another factor is that stirring causes some pressure to be exerted on the curd grains, and external pressure has a large effect (see below), van den Bijgaart (1988) has made some rough calculations. Stirring causes velocity gradients and consequently, according to Bernoulli's law, pressure differences. In laminar flow, these remain fairly small; they may amount to several Pa during curd-making. Mostly, flow will be turbulent and pressures up to 160 Pa were calculated, although these exist only for short times. Collision of curd particles with each other or with the stirrer gives rise to brief pressure bursts of the order of 100 Pa, although the average external pressure will probably be about 10 Pa. It has indeed been observed that more vigorous stirring (Patel et al., 1972) or removing more whey (Lawrence, 1959; Birkkjaer et al., 1961), which causes more frequent collisions between curd grains, hence a higher average pressure, leads to somewhat more whey expulsion. The intermittent deformation of the curd grains occurring during stirring may have another effect. As discussed in relation to Fig. 5, large deformation of a
80 tirring
c-
o~
40
9
'
1
.
'
2
'
3
Time (h) after cutting
Figure 17 The volume of whey expelled (as % of the original milk volume) from curd kept in the whey at 38 ~ as a function of time after cutting, with or without stirring (from Lawrence, 1959).
Curd
87
renneted milk gel causes cracks to be formed in it. Experiments in which an amount of renneted milk gel between two concentric cylinders was brought temporarily under shear and the permeability determined before and afterwards (van Dijk and Walstra, 1986), yielded the following results. Up to a shear of 0.35, B had altered little, a shear of about 0.7 caused an increase by, on average, 20%, and a larger shear could cause a much higher permeability. Unger Grundelius (2004) observed enhanced permeability with time at constant pressure 7.5 kPa/m curd height. It has also been observed (Akkerman, 1992) that an external pressure of the order of 100 Pa can, under certain, not very well-known, conditions cause several small cracks to appear at the outside of shrunken curd grains. (Perhaps the cracks are always formed if the local pressure is high enough, but are often sealed again.) To what extent these phenomena mitigate the strong inhibition of further syneresis due to the formation of a dense outer layer on the curd grains is unknown. Practical conditions of modern curd-making usually allow few opportunities to markedly affect syneresis by varying cutting, stirring, etc. For instance, the size to which the renneted milk gel is cut certainly has an effect on the water content of the cheese, but the effect is small (Sammis et al., 1910; Wurster, 1934; Thome et al., 1958; Kammerlehner, 1974), at the most some 1% water in the cheese (Straatsma and Heijnekamp, 1988). The main reason presumably is that curd size cannot be varied greatly. If the initial particles are very large, they will inevitably be broken into smaller ones during stirring as long as they are still soft. If one tries to make very small particles, a considerable loss of curd fines occurs. Stirring for a longer time causes a lower moisture content (see, e.g., Fig. 13), but a certain minimum duration of stirring is needed to give the particles sufficient firmness. After that, any longer stirring leads to a slope of, for instance, - 0 . 0 4 % water in the cheese per minute stirring for semi-hard cheese (Straatsma and Heijnekamp, 1988). Consequently, other measures should be taken to influence the water content, especially varying the temperature. After stirring, the curd particles are usually allowed to sediment. If they are sufficiently rigid (which implies mainly after they have lost sufficient whey), they will deform and fuse only to a limited extent in the sedimented layer, implying that any additional external pressure leads to a considerable loss of whey. This is illustrated in Fig. 18; the lower pressures in this graph were due to stirring curds and whey, the higher ones due to pressure exerted on the sedimented curd layer, either by the curd itself or by the perforated plates lying on top.
88
The Syneresis of Rennet-coagulated Curd
100
,
effect of heating, presumably because [3-1actoglobulin now reacted primarily with K-casein in the serum during heating, thus affecting the casein micelles less. Ovine milk was less sensitive to heat treatment, and caprine even less so (Calvo and Balcones, 2000).
I /I S
(D (-
50
#
o~
,v..L
0
50
100
10 4
External pressure (Pa)
Figure 18 The amount of whey expelled from curd (as % of the original milk volume) after 2 h at 30 ~ as a function of the external pressure applied to the curd (approximate results, recalculated from van Dijk et al. (1979) (100 Pa = 10 -3 bar)).
Effects of other process variables
Numerous authors have studied the effects of product and process variables on syneresis rate, beginning with Sammis et al. (1910). Other extensive studies were by, successively, Wurster (1934), Koestler and Petermann (1936), van der Waarden (1947), Thom6 et al. (1958), Stoll (1966) and Daviau et al. (2000a,b,c,d). Several others have studied one or a few variables. As will be seen below, the results often vary somewhat. Results that are obviously in error in view of our present understanding have generally been omitted. But even then, differences in the individual milk samples, in the methods used and in the conditions employed, cause variation. Particularly, the stage at which syneresis is measured affects the results. Moreover, the effect of one variable may be influenced greatly by the level of another, and altering one factor often causes other conditions to change also. Heat treatment of the milk
Heat treatment of milk to such an extent that serum proteins are denatured, increasingly diminishes the syneresis rate of renneted milk, according to many authors (Wurster, 1934; van der Waarden, 1947; Dimov and Mineva, 1962; Stoll, 1966; Kammerlehner, 1974; Nilsen, 1982; Pearse et al., 1985; Daviau et al., 2000c). Some found even a slight decrease caused by mild heat treatments (Siegenthaler and FlClckiger, 1964; Stoll, 1966; Nilsen, 1982), but the others did not. Pearse et al. (1985) found the decrease in syneresis to be almost linearly correlated with denaturation of [3-1actoglobulin. Heat treatment of synthetic milk free of serum proteins hardly affected syneresis. Addition of K-casein to milk diminished the detrimental
Homogenization of the milk Homogenization or recombination of milk significantly decreases syneresis rate (Vaikus et al., 1970; Kammerlehner, 1974; Emmons et al., 1980; Humbert et al., 1980; Green et al., 1983; Storry et al., 1983; Ghosh et al., 1994). This is related to the incorporation of micellar casein in the surface coat of the fat globules, which causes the fat globules to become part of the para-casein network, which, in turn, may hinder shrinking of the network. A comparable effect on syneresis was observed if milk had been concentrated by evaporation and diluted again before clotting (Cheeseman and Mabbitt, 1968) which has a similar consequence for the fat globules (Mulder and Walstra, 1974). If fat is homogenized into whey, so that the fat globules do not contain much casein on their surface layers, the detrimental effect of homogenization on syneresis is clearly less (Emmons et al., 1980). Various additions to the milk
Additions meant to modify specific residues of the milk proteins, in order to study the clotting reaction, will not be considered here. Adding sugars, which are fairly unreactive, has been reported to cause no effect (Stoll, 1966; Grandison et al., 1984a), a slight decrease (van der Waarden, 1947) or a slight increase (Cheeseman, 1962) in syneresis rate. About the same holds for addition of up to 10% urea (van der Waarden, 1947; Cheeseman, 1962). In cheesemaking, some CaC12 is frequently added to enhance coagulation. Most authors report that small additions (e.g., up to 10 mM) of CaC12 enhanced syneresis somewhat (Wurster, 1934; van der Waarden, 1947; Stoll, 1966; Kammerlehner, 1974; Lelievre and Creamer, 1978) while others found little or no effect (Lawrence, 1959; Cheeseman, 1962; Emmons etal., 1980); larger additions were generally found to reduce syneresis (Wurster, 1934; Gyr, 1944; Tarodo de la Fuente and Alais, 1975). van der Waarden (1947) clearly showed that the main enhancing effect of CaC12 is due to its lowering the pH; if the pH was kept constant, addition of CaC12 caused syneresis to decrease, while MgC12 caused a marked increase (van der Waarden, 1947; Stoll, 1966; Kovalenko and Bocharova, 1973). Presumably, one has to consider two p o i n t s - increasing of the calcium ion activity (enhancing syneresis) and of the colloidal calcium phosphate (diminishing syneresis). Presumably, Mg 2+
The Syneresis of Rennet-coagulated Curd
act much the same as Ca 2+, whereas Mg-phosphates are much more soluble than Ca-phosphates (addition of MgC12 may thus cause some dissolution of colloidal phosphate). Lowering the pH causes, of course, a dissolution of colloidal phosphate and an increase in Ca 2+ activity. Addition of phosphate, citrate, oxalate or EDTA (van der Waarden, 1947; Stoll, 1966) at constant pH, all reduce syneresis; these additions considerably reduce Ca 2+ activity and adding phosphate also increases colloidal phosphate content. The salt equilibria in milk are intricate, depend on several conditions and often exhibit slow changes, as discussed by, for instance, by Walstra and Jenness (1984). Increasing the ionic strength of milk with univalent ions (e.g., NaC1) has been reported to cause at first no change (Cheeseman, 1962) or a slight increase in syneresis (Stoll, 1966); it tends to reduce the amount of colloidal phosphate and possibly the Ca 2+ activity. A large increase in ionic strength causes a decrease in syneresis (van der Waarden, 1947; Cheeseman, 1962; Stoll, 1966), but then, milk with added salt coagulates very poorly on renneting. Decreased ionic strength increased syneresis (Daviau et al., 2000c). Addition of A1C13 reduces syneresis (Stoll, 1966).
the free surface was kept constant, such disturbance caused syneresis rate to increase by 20-30% in some experiments (Cheeseman and Chapman, 1966). This may have been due to the disturbance affecting the structure of the network. Curd formed solely by acidification shows very little syneresis if left undisturbed. In milk clotted below about pH 5, the presence of rennet was found to enhance syneresis considerably, the more so when the amount of added rennet was increased (Emmons et al., 1959). Presumably, this signifies a gradual change from an acid to a rennetinduced gel and is of importance in the production of fresh cheese types (Weber, 1984).
Temperature Temperature greatly affects syneresis rate of rennet curd; some results are summarized in Fig. 19. All authors agree as to the trend and all results show that the rate of change of syneresis with temperature (Q10 or - d In VIdT) decreases with increasing temperature, but otherwise the results are fairly different. At 25 ~ reported values of Q10 vary from about 2.5 to 15, at 45 ~ from about 1.1 to 1.5.
100
Coagulation Most authors agree that rennet concentration has no effect on syneresis (Sammis et al., 1910; Wurster, 1934; Stoll, 1966; Lelievre, 1977). Others found that more rennet gave a slight increase (Gyr, 1944; Kammerlehner, 1974; Lelievre and Creamer, 1978; Kaytanli et al., 1994) or decrease (Kovalenko and Bocharova, 1973) in syneresis, or observed an optimum concentration (Weber, 1984). These effects should be considered in relation to the time of cutting (Weber, 1984; Stoll, 1966; Lelievre, 1977). As made clear by, for instance, Weber (1984), it is the stage of the coagulation process or the firmness of the curd at the moment of cutting that is the variable; if cutting is very late, syneresis may be somewhat less. It has also been observed that a higher coagulation temperature leads to slightly less syneresis (Straatsma and Heijnekamp, 1988); this may be due to the cutting starting at an effectively later stage. Whether milk is renneted by chymosin or pepsin makes no significant difference (Andersson and Andren, 1990). Renneting with proteolytic enzymes from Rhizornucor rniehei or Gyphonectria parasitica caused somewhat slower syneresis, but curd firming was slower also, and when cutting 45 rather than 30 min after adding the rennet, the syneresis rate was observed to be normal (Gouda and E1-Shabrawy, 1987). Disturbance of the gel during setting may considerably enhance syneresis rate (Wurster, 1934). This was ascribed to the increase of free surface, but also when
89
.
.
.
.
.
.
.
.
.
.
. IO j O
fO j
o/
80
60
iiii
(D e-
9
o~ 40
20
0
,
|
20
n
u
u
,
40
i
u
|
,
|
60
Temp. (~
Figure 19 The volume of whey expelled (as % of the original milk volume) from curd set, kept and treated at different (constant) temperatures. Most results were obtained 1 h after cutting (recalculated from 9 Sammis etaL (1910), V Wurster (1934), 9 Koestler and Petermann (1936), 9 Gyr (1944), 9 Lawrence (1959), A Stoll (1966), • Kirchmeier (1972), [] Kammerlehner (1974), + Marshall (1982)).
90
The Syneresis of Rennet-coagulated Curd
The initial rate is increased, but the final amount of syneresis may even decrease, as temperature is raised above 45 ~ (Huber et al., 2001). It appears that the rate at which temperature is changed (dT/dt) does not, as such, affect syneresis (Wurster, 1934; Patel et al., 1972). Keeping the milk for some time at a low temperature before renneting has been reported to have no effect (Johnston etal., 1983), a small detrimental effect on syneresis (Nilsen, 1982) or a considerable e f f e c t holding for 20 h at 5 ~ reduced syneresis by about 30% (Kammerlehner, 1974). Raynal and Remeuf (2000) observed a similar decrease for bovine milk, but no effect on caprine and ovine milk. Any detrimental effect of precooling is probably reversed by prewarming the milk to a fairly high temperature before renneting, as is commonly done in cheesemaking to ensure normal setting.
Acidity If milk has been acidified to a lower pH before renneting, syneresis rate is faster. Some observations are summarized in Fig. 20; other authors have reported similar results (Sammis et al., 1910; Koestler and Petermann,
100
.
.
.
.
.
1936; van der Waarden, 1947; Tarodo de la Fuente and Alais, 1975; Lelievre and Creamer, 1978). Although the observed trends were mostly the same, there were, again, considerable quantitative differences. The deviating relation found by Berridge (1970) is not due to inaccuracy but may be related to the different experimental set-up (syneresis of a cylinder of curd attached to a grid, in air). The inflection points in the curves near pH 6 are also realistic. Stoll (1966) observed that the effect of pH was relatively greater at lower temperature and in the absence of stirring, i.e., if syneresis was slower. There were no appreciable differences according to the acid used (van der Waarden, 1947). If the pH falls during syneresis this may enhance syneresis rate to a greater extent than is found when the pH is previously brought to the same value (Stoll, 1966; van de Grootevheen and Geurts, 1977) because the building blocks of the protein network tend to shrink due to the change in pH. This is also exemplified by some results by Emmons et al. (1959) shown in Fig. 20. Here, the milk contained variable numbers of starter bacteria, and the pH values indicated in the figure are those at the moment of cutting. A higher pH at that stage implies a greater drop in pH after cutting, hence more syneresis. Milk that has already been soured to a very low pH (e.g., 4.5) exhibits only weak syneresis, even after renneting (Sammis et al., 1910).
O
80
60 (D c-
[]
40
XX
20X X X
0
7
,
pH
Figure 20 The volume of whey expelled (as % of the original milk volume) from curd set, kept and treated at different pH; in some cases, pH decreased slightly during the experiment. Most results were obtained 1 h after cutting (recalculated from Wurster (1934), heavy line = average of several experiments; O Gyr (1944); 9 Cheeseman (1962); A Stoll (1966); 9 Berridge (1970); 9 Patel etal. (1972); V Marshall (1982); [] Pearse etal. (1984); + Weber (1984). See text for the results of x Emmons et al. (1959)).
Washing of the curd Washing, i.e., adding water after part of the whey has been removed, has been reported to enhance syneresis (Kammerlehner, 1974), and to give a slightly, possibly insignificantly, lower water content (Casiraghi et al., 1987). However, washing may coincide with a change in temperature and a difference in the effectiveness of stirring, both of which affect syneresis. In studies by van de Grootevheen and Geurts (1977), either water or an equal quantity of whey at the same temperature was added at a certain stage during cheesemaking and the water content of the curd determined at various times. The water content of the curd to which water had been added was up to two percentage units higher, but the difference could be fully explained by taking into account the difference in dry matter content of the moisture (liquid) in the curd. Hence, the osmotic effects of washing are negligible.
Ultraffitration Uhrafihration of cheese milk and renneting the retentate allows the manufacture of curd in such a way that less, or even no, syneresis occurs. The latter, i.e., concentrating the milk to a composition roughly equal to that of the (unsalted) cheese to be made, is feasible only for soft-type cheese; it usually involves
The Syneresis of Rennet-coagulated Curd
diafiltration also. For harder cheeses, partial ultrafiltration can be applied and an important point then is to what extent syneresis is affected. Some results were already given in Fig. 11. The comparison of the conclusions of different studies may be sometimes misleading, as the authors may relate their syneresis rates to the original amount of milk, or the amount of whey to be expelled. Extensive studies were made by Peri et al. (1985), applying equation (10). They concentrated the milk up to 5.2-fold. The rate constant of the first-order equation, which is thus a measure of the rate relative to the amount of whey yet to be removed, varied little with the degree of concentration; clear correlations with pH or extent of diafiltration were not observed either. The extrapolated proportion of whey eventually expelled (Vo - W i n f ) varied roughly linearly with the reciprocal of the degree of concentration. A lower pH resulted in a lower (extrapolated) final moisture content. The effects of diafiltration, pre-acidification and sequestering of Ca were also studied (Casiraghi et al., 1987). When adjusting casein cocentration with UF or MF retentate powders, Caron etal. (2001) found faster syneresis for milks adjusted with MF retentate of preacidified milk. Other workers obtained slightly different results (Green et al., 1983; Storry et al., 1983). This may have been due to variation in the time elapsed after renneting before cutting. When renneting normal milk, about 2% of the K-casein is still unhydrolysed at the moment of cutting, whereas this may be about 12% for a milk concentrated two-fold by uhrafihration (van Hooydonk and van den Berg, 1988); this proportion is higher for a more concentrated milk. Consequently, the early stages of gel formation and syneresis probably proceed somewhat differently, depending on the moment of cutting. High-pressure treatment The effects of high-pressure treatment are twofold, the breakdown of the casein micelles at pressures of about 400 MPa, and denaturation of [3-1actoglobulin at higher pressures, similar to the effects of heating. Casein micelle disruption causes faster aggregation and a finer gel structure with stiffer gels, but syneresis was only affected at pressures above 400 MPa (Needs et al., 2000). Effect of milk composition
Milk composition may clearly affect syneresis, but the effect is usually not large. A higher fat content in the milk on average is accompanied by somewhat slower syneresis (Beeby, 1959; Feagan et al., 1965; Stoll, 1966; Kammerlehner, 1974; Emmons et al., 1980; Storry et al., 1983; Weber, 1984; Grandison et al., 1984a). In practice,
91
milk is usually standardized as to fat content. A higher casein content goes along with a slower absolute rate of syneresis, but a hardly different relative rate (see under Uhrafihration). Minor components may have a larger influence and it must be presumed that the calcium ion activity is an especially important variable. For instance, separate milkings of individual cows may vary by a factor of three in syneresis rate (Koestler and Petermann, 1936; Thome et al., 1958; Kammerlehner, 1974; Grandison e t a l . , 1984a,b), but addition of some CaC12 greatly reduces the variation. Minor variation has been observed with the stage of lactation (Kammerlehner, 1974; Grandison et al., 1984b) and this may possibly be related to the calcium ion activity also. Milk from cows suffering severe mastitis exhibits poor clotting by rennet and somewhat diminished syneresis (Thome and Liljegren, 1959; Kiermeier and Keis, 1964; Kiermeier et al., 1967). Extensive growth of pseudomonads in milk was shown to reduce syneresis markedly (Lelievre et al., 1978). On the other hand, considerable proteolysis caused by plasmin activity hardly affected whey expulsion (Pearse et al., 1986b). The effect of casein composition has been studied. Pearse etal. (1986a) made milk with synthetic micelles of variable casein composition. The proportions of [3- and K-caseins clearly affected clotting time, but syneresis far less. Dephosphorylation of [3-casein caused the clotting time to increase and the syneresis rate to decrease. Interpretation of these results is very difficult without knowing such variables as micelle size and voluminosity, or loss tangent and permeability of the renneted milk. There also appears to be some correlation between syneresis and genetic variants of milk proteins, especially with the [3-1actoglobulin variant (McLean and Schaar, 1989). This may, again, be due to differences in the calcium ion activity, which correlates with the genetic variants. Other conditions being equal, renneted goats' milk exhibited greater syneresis than cows' milk, and ewes' milk syneresed less (Storry et al., 1983). It may be noted that the latter usually has a clearly higher casein content (Walstra and Jenness, 1984). The effect of several variables on syneresis of renneted cows' milk, as discussed above, was often different for either ewes' (Raynal and Remeuf, 2000) or buffaloes' milk (Dimov and Mineva, 1962).
Concluding Remarks The results on syneresis during practical cheesemaking presented here (see also a review by Pearse and Mackinlay, 1989) generally agree with experiments on
92 The Syneresis of Rennet-coagulated Curd undisturbed curd, although only in a qualitative sense. In a practical situation, quantitative predictions on syneresis rate can hardly be made. Nevertheless, it may be concluded that the main variables affecting syneresis rate are: 9 the geometrical constraints (dimension of the curd grain); 9 pressure applied to the curd (grains), where the relative effect is greatest in the low pressure range; 9 pH; 9 temperature, where the relative effect is the greatest in the low temperature range. The effect of the other variables is generally small (with the exception of intense heat treatment) and tends to be relatively smaller when overall syneresis rate is higher. Stoll (1966) observed, for instance, that stirring the curd-whey mixture almost eliminated differences caused by some variables observed when studying syneresis under quiescent conditions. This was explained by van den Bijgaart (1988) from the over-riding effect of the permeability of the outer layer of the curd grains. Any condition leading to very rapid syneresis also causes rapid development of a poorly permeable layer, which then markedly slows down any further syneresis. In a qualitative sense, this has been observed before, e.g., by Koestler and Petermann (1936). Cheesemakers speak of a 'skin' around the curd grains, and it is even assumed that very rapid initial syneresis may lead to an ultimately higher water content in the curd, as compared to a situation where syneresis proceeds more slowly; cf. the high-temperature syneresis results of Huber et al. (2001).
Behaviour of Curd during Processing When the curd grains are sufficiently dry, they are usually allowed to sediment into a 'bed' in the cheese vat or in a drainage pipe. The layer of curd grains compacts, more whey is expelled from the grains and the
Table 2
grains partly fuse to form a coherent mass. Compaction may be due to pressure exerted by the layer itself or by perforated plates laid on top. Effective pressure ranges from about 100-500 Pa. The compaction is either allowed to proceed for a considerable time, after which the curd mass is cut into small pieces ('milling', as for Cheddar types), or, after a short while, blocks of curd are cut from it, which then are subjected to moulding and pressing. The phenomena that occur during compaction and drainage are complicated. At first, compaction occurs due to sedimentation and reorientation of the curd grains. Further events are summarized in Table 2. The different processes are mutually dependent, and especially the deformation of the grains, and the expulsion of whey from them are coupled. Moreover, fusion of curd grains is greatly enhanced when they are deformed. By and large, processes 1 and 2 lead to a lower moisture content, whereas 3 impedes the loss of moisture. Fusion may proceed until the pores between the grains are no longer interconnected, when further drainage virtually stops. On the other hand, some initial fusion will promote drainage, as it can prevent further reorientation of the grains into a denser packing. These conclusions may be true enough, but they are only qualitative and thus not very helpful. To arrive at quantitative relations, the processes were studied in some detail by Akkerman (1992) and Akkerman et al. (1994) for Dutch-type cheese. Lodaite (2002) and Lodaite et al. (2002) studied curd deformation and fusion for the conditions corresponding to soft cheeses. The Akkerman group used whole milk, mostly without added starter, and made curd grains that had been left to synerese to roughly a quarter of their initial volume while Lodaite and collaborators used reconstituted skim milk, and allowed little or no syneresis to occur prior to deformation. The temperature was mostly 35 ~ Expression of single grains, fusion of a collection of grains, compaction of a column and change in pore size (distribution) in a column of grains were studied separately. Because of the many variables of importance, the
Processes occurring during compaction and drainage of a curd-whey column
Process
Results in
Depends on
Expulsion of whey from grains
Lower whey content of grains Grains less deformable Closer packing of grains Narrower pores
Degree of concentration, temperature, pH, effective pressure, free surface area of grains External pressure, pore size distribution (hence, grain size distribution and shape), geometrical constraints Deformability of grains (hence degree of concentration, temperature, pH), external pressure, duration
Drainage of whey from column
Deformation and fusion of grains
Narrower pores Smaller free surface area
The Syneresis of Rennet-coagulated Curd
intricacy of the processes and the experimental difficulties, the results are to some extent uncertain, but they clearly show quantitative trends. Syneresis under pressure
Some results of Akkerman (1992) on uniaxial expression of single grains are shown in Fig. 21. The situation was quite different from that leading to the results in Figs 11 and 12. A synerized curd grain was now involved, which implied that the outer layer was much more dense than the centre. Moreover, when the pressures were generally higher, the curd grain could deform sideways and most of the outflow of whey was in directions perpendicular to the applied force. It is seen that the grain showed an immediate, i.e., elastic, deformation, followed by a viscous one that became ever slower. If the pressure was released within a few seconds, the grain more or less regained its original shape, but after some minutes the deformation was permanent; this agrees with the average relaxation time of renneted milk of about 1 min found earlier (Zoon et al., 1989b, 1990). Analysis of the results led to the conclusion that the deformability of the grain, more precisely its effective biaxial elongational viscosity, was rate-determining, the elongational viscosity markedly depending on (decrease with) the stress applied. Akkerman (1992) defined a pseudo Poisson number, it, as: / x - 0.5
(
v)
1 - dln--~eH
(11)
where V is grain volume and eH is the relative deformation expressed as the Hencky strain. He found, as an average over the first 15 min, /.t = 0.27, almost independent of conditions. This implies that a (nearly) constant part of the decrease in height of the grain is due to shrinkage. The constancy of/x agrees with the deformability (i.e., the rheological properties) of the
6
J
E"
=
0.30 k 00Pa
0
0
500 Time (s)
'
~--~
1000
0
' t=900s
] ]
I
I
2
4
I
Pe (kPa)
Figure 21 Uniaxial compression of curd grains at constant stress, h is the height of the curd grain, t duration of pressing, i the relative remaining volume and Pe the pressure applied (from Akkerman, 1992).
93
curd now being rate-determining. As shown in Fig. 21, the deformation, and thereby the expression of whey, depends on the remaining volume, i, pressure and time. It is little dependent on the grain size. The expression reasonably followed the relation:
( i t - iinf) = e x p ( - K p e sqrt(t)) ( i o - iinf)
(12)
iinf = 0.1 and where the rate constant K = 4 • 10-5 pa-1 s-0.5. Whereas Akkerman (1992) followed compression at various constant pressures, Lodaite (2002) followed the (non-lubricated) compression of non-synerized curd at different constant (Cauchy) deformation rates. Some results are given in Fig. 22. The pressure was seen to increase more or less proportionally with deformation, but not in proportion with the deformation rate. The pressures observed were much lower than what would correspond to the permeability of the curd; this presumably means that during deformation, minute cracks appeared in the curd, vastly increasing its permeability. An empirical formula of the form of Hooke's law, with a compression rate-dependent modulus, described the data: with
p~ = E (1 - i)
(13)
with E = K' (d(1 - i)/dt) 3/4 and K' - 40 kPa s -3/4 The effect of pH was not studied, but in view of the effect of pH on the rheological properties of renneted milk (see e.g., Fig. 1) and cheese, it must be significant. Curd fusion
Akkerman (1992) and Akkerman et al. (1993) evaluated the fusion of curd grains in a curd-whey column by determining the fracture stress when pulling two parts of the column, separated by a perforated plate, away from each other. The force divided by the contact area of the grains was taken as the fracture stress. The pressure and time during which it was applied had a strong effect. At 34 ~ the fracture stress obtained was about 60% higher than at 32 ~ whereas at 36 ~ it was, maybe, somewhat lower again. The less the grains had shrunk prior to the experiment, the higher the fracture stress. Lodaite (2002) and Lodaite et al. (2002) devised a method for measuring fusion on a single grain pressed against a thin layer of curd, allowing the simultaneous measurement of deformation. Fusion pressure, fusion time and syneresis time, temperature, pH (6.0 and 6.4)
94
The Syneresis
of R e n n e t - c o a g u l a t e d
Curd
Compaction
25
The compaction of a curd column was studied (Akkerman, 1992; Akkerman et al., 1994) for radial drainage. The results depended strongly on the geometrical constraints, especially the radius of the column. The curd particles tended to stick to the wall, and leakage along the wall was also of importance. The total pressure exerted was, following Schwartzberg et al. (1985), presumed composed of three terms:
e
20
i , i n
i
15 i m i i e e lip
10 e lad
~"
I
I
u = 0.1 mm min -1 I I I
I
I
I
I
I
Tw
|
|
|
|
|
0.0
0.1
0.2
0.3
0.4
0.5
500
13_ mat) m
m .-> mat)
400 300
m ~D Q.
E
200
O
o
100 min-1
1500 1200 900
600 300
Pe = Pc + Pl + Pw
21
0.6
Relative deformation
Figure 22 Uniaxial compression of a curd slab at different constant Cauchy strain rates. The initial slab height = 5 mm, u = linear compression rate (from Lodaite, 2002).
(14)
A part of the pressure is lost by Diction to the wall (subscript w), and the remainder may not only be on the network of curd particles (subscript c), but also on the liquid (subscript 1). As soon as the outflow of whey is hindered by a lack of interconnected pores, the pressure on the liquid increases rapidly. If the pores become completely disconnected, all the pressure is exerted on the liquid (except for Pw) or, in other words, the pressure is isotropic, and expression from the curd grains stops. Some results are shown in Fig. 24. The total pressure exerted appears to be the dominant variable. For a low Pe, the expression increases strongly with pressure, roughly following equation (12). But above a certain Pe, called the threshold pressure, any higher pressure leads to a progressively increasing p]. Also, the pressure loss at the wall, Pw, markedly increases with total pressure, being, for instance, proportional to pe 2.5. Altogether, at a high Pe the effective pressure on the grains, Pc, soon becomes very small and expression (almost) stops. The other results in Fig. 24 speak for themselves; note the very strong decrease of the
in-1 0
of a c u r d c o l u m n
,---, a. m
m
9 0-2 kPa, 500 s 9 1 kPa, 0-1500 s
1.I
.i--,
and casein and rennet concentrations were varied. It was concluded that the total deformation (which is of course dependent on fusion pressure and time) was the best predictor of fusion, and for a given total deformation, the fusion was independent of pH and rennet concentration. The fusion-deformation relationship appears to hold even for the results of Akkerman (1992) and Akkerman et al. (1993) (see Fig. 23). Lodaite et al. (2002) confirmed the strong effect of temperature in the studied range 28-33 ~
~- 0 . 5 ! 0
0
9
tt
9
,
,
0.2
0.4
0.6
0.8
1
Relative deformation
Figure 23 Strength of fusion of curd grains in a column expressed as the fracture stress o-f after pressing for various times at various pressures as a function of deformation (recalculated from Equation 12 from results by Akkerman, 1992).
The Syneresis of Rennet-coagulated Curd
I
1
3O E
.9.o
450 2100
0.1
-
530
i
2-
E E v "13 1 -
i
04
E 10-1~
10-12 0
0.5 Time (ks)
Figure 24 Compression of a curd-whey column (radius 6 cm) under uniaxial compression and with radial drainage. Column height (h), volume fraction of pores (#,v), volume- average apparent pore diameter (d) and average radial permeability (B*) calculated as a function of time after applying pressure (indicated near the curves, Pa) (from results by Akkerman, 1992).
permeability of the curd column with time, despite Pe being fairly small. Other variables affecting drainage are the degree of concentration of the curd grains at the beginning, given as i0, and the temperature. For a higher i0 and a higher temperature, the initial rate of compaction is higher, but the threshold pressure mentioned above is lower; in other words, the highest pressure that can be applied for the drainage to proceed satisfactorily is smaller (Akkerman et al., 1996). Threshold pressures are mostly somewhere between 800 and 2000 Pa; they depend considerably on the geometry of the system. The presence of curd fines may strongly lower the
95
drainage rate, as the fine particles tend to block the pores between the grains; the threshold pressure now is much lower. It must be assumed that the curd particle size (average and spread) has some influence, but not a lot within the range studied. The effect of pH was not estimated. Akkerman etal. (1995) further compared the results obtained for single grains with the compaction of a curd column by developing a computer model of the process. Up to pressures of a few hundred Pa, the calculated results agreed reasonably well with the experimental data. He also concluded that at a high Pe the curd grains can, in principle, initially be expressed quite fast, without the pressure on the liquid, P1 becoming substantial. This opens up possibilities for improving the drainage process. In the Wageningen laboratory, some preliminary studies on axial drainage in a curd column were performed under a wider range of conditions (Heerink and Geurts, 1981); actually there may have been considerable radial drainage as well. Curd was made from skim milk, without a starter. After cutting and stirring (and removing some whey), a column of curd and whey, 30 cm high, was taken; the curd sedimented almost immediately to a height of about 20 cm, after which pressure was applied via a perforated disc, and the curd column gradually compressed to a height of, for instance, 5 cm; the compression was allowed to proceed for 90 min. The final moisture content of the curd column was determined and the earlier values were calculated from the change in height and expressed as the mass fraction of moisture (moisture means liquid containing dissolved substances, i.e., whey in this case). The proportion of moisture between the grains was originally about 40%. Also here, very high pressures gave little improvement. At 20 ~ very little whey was expelled from the curd grains, in accordance with the strong dependence of the apparent curd viscosity (Zoon et al., 1988b) and of syneresis on temperature. Some of the conclusions drawn in this section may in a sense be derived from earlier observations (Vas, 1931; Tarodo de la Fuente and Alais, 1975; Lelievre, 1977; Lelievre and Creamer, 1978; Johnston and Murphy, 1984; Grandison et al., 1984a). Especially interesting is the work of Scott Blair and Coppen (1940), who reasoned that firmer curd grains would permit faster drainage of whey from a mass of grains, and made use of this in devising a test method to determine the 'pitching point' of the curd, i.e., the moment at which the grains have lost sufficient moisture, and stirring can cease. A volume of curds and whey is put into a perforated cylinder and allowed to drain for a fixed time; now the 'superficial density' is determined,
96
The Syneresis of Rennet-coagulated Curd
i.e., the weight of curd divided by the height of the curd column. They found a fairly good positive correlation between the water content and the superficial density, indicating that high moisture, and, thus, soft grains deformed rapidly to close the channels between them, thereby greatly hindering further drainage. Firm (i.e., 'dry') grains permitted ongoing drainage, leading to a low superficial density, because the voids between particles now become filled with air. As is to be expected, other factors affect the draining rate. Scott Blair and Coppen (1940) found for the same value of superficial density, a range in water content of about 14 percentage units. There was a tendency for rapid initial syneresis, hence presumably the presence of a more or less rigid 'skin' around the curd grains, to lead to a lower superficial density. Likewise, curd at a lower pH (Cheshire as compared to Cheddar) tended to have a lower superficial density. It would be useful to study these and other variables in greater detail. The water content of cheese
There obviously is a lowest possible water content of (freshly made) c h e e s e - the para-casein particles have a given voluminosity. This aspect was reviewed by Walstra et al. (1985) and it was concluded that few hard conclusions can be drawn. The equilibrium voluminosity of para-casein micelles at room temperature and physiological pH was roughly estimated to correspond to 1.4 g water per g protein; this would come down to a water content of an unsalted full-cream cheese of about 40%. The voluminosity would be lower for a lower pH and a higher temperature. The latter effect is considerable. It is also known that a cheese or curd may take up moisture when the temperature is lowered (e.g., Delbeke arid Naudts (1970), on Herve cheese; results obtained in the Wageningen laboratory on renneted milk uhrafihration retentate at pH 5.2; observations in the Lund laboratory on renneted microfiltration retentates at pH 6, observations in practice on Feta cheese kept in brine). The dependence is corrobated by the results of Teo et al. (1996) on reconstituted renneted casein. Moderate NaC1 concentrations increase the voluminosity of both native (Famelart et al., 1999) and renneted (Creamer, 1985) casein micelles. Electron microscopy observations indicated that the volume of the casein matrix increased, and the volume of the interstitial dilute phase decreased in salt-injected Muenster cheese (Pastorino et al., 2003) and salted non-fat Mozzarella (Paulson et al., 1998). This would appear to be in contradicton to a large number of studies showing that a higher salt content correlates with a lower level of moisture in cheese, but during salting in
brine or in dry salt, cheeses lose water by pseudoosmosis to the highly concentrated brine (Geurts et al., 1974), and thus other things being equal, the more heavily salted the cheese is the more drier it will be. In a cheese, the lowest possible water to protein ratio may be slightly lower for a lower fat content; in practice, a lower fat in dry matter content always goes along with a distinctly lower water to protein ratio, but this presumably is due to faster syneresis. Altogether, the final moisture content of most cheeses is determined primarily by the rate and the duration of the processes causing whey expulsion, rather than by the equilibrium-swelling state of the para-casein. After curd-making and drainage, one of the following procedures is usually applied. 9 Moulding the curd, followed by further drainage under its own weight; this is applied only for fairly soft cheese. 9 Moulding and pressing the curd; this is the common method for semi-hard and several hard cheeses. 9 Letting the curd rest for a considerable time to develop sufficient acidity (often while allowing the curd to flow, e.g., cheddaring) after which the coherent curd mass is cut into fairly small pieces (milling), salted, moulded and pressed. 9 Intensively working the already acidified curd (pH 5.3) at a quite high temperature, as is done in making pasta-filata cheeses. During several of these process steps, the curd may lose considerable moisture. Merely taking the curd out of the whey, allowing further whey to leak out, has already a marked effect; see e.g., Figs I3 and 25. Sometimes, the curd grains are worked after removal from the whey, which leads to a much drier cheese with an open texture (numerous small, irregularly shaped holes). The pastafilata treatment also causes appreciable loss of moisture (high temperature and pressure), although the fairly large size of the lumps of curd formed has a mitigating effect (long distance and relatively small surface area). Pressing of the curd mass is aimed at obtaining a coherent mass with a closed rind. The formation of a rind, i.e., an outer layer in which all the curd grains are fully fused with their neighbours, is greatly favoured by the possibility of rapid removal of moisture from the outer layer, for instance by application of a cloth around the curd mass (Mulder et al., 1966). The closed rind greatly reduces further expression of moisture. Figure 24 shows that the effective permeability of a drained mass of curd is about 10 -12 m 2, which still allows considerable flow of moisture under a pressure of 10-100 kPa, which are common in practice. The permeability in the outer layer may be as low as 10 -16 m 2 or less, and even a layer of a few mm then makes a substantial barrier.
T h e S y n e r e s i s of R e n n e t - c o a g u l a t e d Curd
The effects of moulding, pressing and resting on the moisture content have been carefully studied by Geurts (1978) and some results are shown in Fig. 25. It is seen that the lower the moisture content before pressing, the less the further loss of moisture. The initial water content has other important consequences. First, consider the situation where it is high, say about 55% at the beginning of pressing. Now, pressing at an earlier stage or at a higher pressure leads to a higher water content (more precisely, a less reduced water content); the difference is of the order of 1% water.
60] 50
I
I
I
I
I
The explanation is that a closed rind is formed at an earlier stage or of a greater thickness. Pressing at a higher initial temperature or having a larger loaf of curd led to a lower water content. Although a higher temperature implies a softer curd, and thereby presumably easier rind formation, the overriding effect seems to be the effect of temperature itself on syneresis (see e.g., Fig. 10). A smaller loaf will cool faster and thereby lose less moisture (see Fig. 25). These relations are rather different if the curd mass has a low water content at the beginning of pressing, say 40%. (Such a low water content can be obtained only by prolonged stirring at a high temperature and letting the pH decrease appreciably.) A higher pressure, a smaller loaf and a lower temperature all lead to a lower water content. Presumably, it takes a longer time to obtain a closed rind, the more so for a lower temperature, whereby more moisture can be pressed out of the loaf before the rind is formed. Geurts (1978) also studied the distribution of moisture in unsalted cheese. Some results are shown in Fig. 26. Apart from a thin outer layer, i.e., the rind, which has a slightly reduced water content, the lowest water content is at the centre. This is the region where the temperature has remained highest, especially in a large loaf. It was even observed that the temperature increased in the greater part of a large loaf, undoubtedly due to the heat generated by the growing starter bacteria. If an unsalted cheese is left to rest, the water content tends to become somewhat lower at the bottom side. It may thus be concluded that the moisture moves away from regions where the temperature is higher and/or the pressure higher than elsewhere. Soon, however, the process of fusion of curd grains
- ....... i
4O
0
I
5 Time (h)
0
10
Figure 25 Water content of a loaf of curd as a function of time after moulding. The dotted lines give the assumed course during pressing. Spherical loaves of about 22 cm diameter, except for one of 12 cm (designated S) (from Geurts, 1978).
v
_
9
~
- - -~q~ c'o O .,,_, c-
1-kg CHEESE 9
45 -
9
9
9
_
I
oo
Oo 0
9
9
00
O
e_~_e
0
- - -
0
0
c0 o
97
0 O O
6-kg CHEESE
._~ 0
0 000000~0
O
9
0000
41-
% I
0
I
40
I
I
I
[
80
120
I
I
160
I
I
200
mm
Figure 26 Water distributions in unsalted spherical cheeses (1 and 6 kg), moulded from the same curd, lightly pressed and kept for a few days. The broken lines indicate the average water content (from Geurts, 1978).
98 The Syneresis of Rennet-coagulated Curd becomes complete, say after two days (Luyten, 1988), and the permeability of the cheese mass becomes too low to permit appreciable transport of moisture. In several types of cheese, the drained mass of curd is allowed to spread laterally for a considerable time ('cheddaring'). Olson and Price (1970) found that this led to a higher moisture content (1-2% more water), compared to curd kept for the same time but which was prevented from spreading. Although cheddaring may have caused a slightly lower average temperature, the main cause for the differences was presumably that the flow of curd promoted deformation of the curd grains; hence, closing of pores between grains and hindering drainage of any moisture, still leaving the grains due to syneresis. The water content of the cheese must, to a considerable extent, depend on the amount of syneresis during curd preparation, and the results for syneresis as given earlier, indeed qualitatively, agree with results on the water content of cheese (e.g., Sammis et al., 1910; Whitehead, 1948; Whitehead and Harkness, 1954; Birkkjaer et al., 1961; Feagan et al., 1965; Straatsma and Heijnekamp, 1988). Whether there is exact agreement is uncertain. The water content of cheese always shows considerable random variation (e.g., Straatsma et al., 1984) and this makes exact comparisons difficult. During cheesemaking, conditions usually change, for instance pH, temperature and effective pressure acting on the curd, so that one has to take some kind of average. Moreover, the factors are inter-related; for instance, temperature affects the rate of acidification. The latter is also affected by oxygen content (Gillies,
+2-
c"
0
-
~
1959) and this may explain why some authors found a negative correlation between stirring rate of the curds-whey mixture and the final water content of the cheese (Kiermeier and von Wfillerstorf, 1963); presumably, faster stirring caused a higher oxygen content, hence inhibition of starter bacteria, slower acidification, and consequently less syneresis. The main causes of discrepancy may be, however, the considerable effects of the conditions of curd drainage and further treatment, such as pressing. If these processes are kept constant, as is nearly always more or less the case during modem cheesemaking, the correlation between syneresis and final water content may be fairly good; one should then take into account the remark made earlier about the inhibiting effect of the formation of a dense outer layer around the curd grains. Some interesting practical results for the case of semi-hard brine-salted cheese were obtained by Straatsma and Heijnekamp (1988), and some of these are summarized in Fig. 27. It is seen that most variables have, within the variation that can reasonably be applied in practice, a fairly small effect. Only the scalding (cooking) temperature and the acidity of the curd had a significant influence. The acidity depends primarily on type and quantity of starter added, any preacidification applied and temperature and duration of acid development. The rate at which the acidity was reached appeared to make little difference. It may finally be mentioned that the water content of cheese also depends, of course, on salting (by pseudoosmosis, Geurts et al., 1974), drying and proteolysis (which causes water to be converted into dry matter).
j
r cO
-2
-
6O
70
80
Past. temp. (~
5.5
6.0
6.5
33
pH after 4 h
35
37
Scalding temp. (~
r
+1 o
-1 I
40
60 Time (min)
80
5
6
Grain size (mm)
0
2
4
CaCI 2 (mmolar)
Figure 27 The effect of some variables in treatment of milk and in curd-making on the water content of unsalted Gouda type cheese, 5.5 h after renneting, other conditions being equal time means time after cutting. The water content under standard conditions was about 46% (from Straatsma and Heijnekamp, 1988).
The Syneresis of Rennet-coagulated Curd
References Akkerman, J.C. (1992). Drainage of Curd. Doctoral Thesis, Wageningen Agricultural University, Wageningen. Akkerman, J.C., Lewis, R.O. and Walstra, P. (1993). Fusion of curd grains. Neth. Milk Dairy J. 47, 137-144. Akkerman, J.C., Fox, EH.J. and Walstra, P. (1994). Drainage of curd: expression of single curd grains. Neth. Milk Dairy j. 48, ~-17. Akkerman J.C., de Gee, M. and Schenck, J. (1995). On upscaling a curd particle model to batch processing scale. J. Food Process. Eng. 18, 219-231. Akkerman, J.C., Buijsse, C.A.P, Schenk, J. and Walstra, P. (1996). Drainage of curd: role of drainage equipment in relation to curd properties. Neth. Milk Dairy J. 50,371-406. Andersson, H. and Andren, A. (1990). Influence of chromatographically pure bovine chymosin and pepsin-A on cheese curd syneresis. J. Dairy Res. 57, 119-124. Araki, T. and Tanaka, H. (2001). Three-dimensional numeric simulations of viscoelastic phase separation: morphological characteristics. Macromolecules 34, 1953-1963. Beeby, R. (1959). A method for following the syneresis of the rennet coagulum in milk. Aust. J. Dairy Technol. 14, 77-87. Beltman, H. (1975). Verdikken en Geleren: Een Fysisch Chemisch Onderzoek Naar de Invloed van Polymeren op de Reologie van Waterige Systemen als Model Voor Levensmiddelen. Doctoral Thesis, Wageningen Agricultural University, Wageningen. Berridge, N.J. (1970). The influence of various treatments on the drainage of continuously made curd. J. Dairy Res. 37, 417-429. Bijsterbosch, B.H., Bos, M.T.A., Dickinson, E., van Opheusden, J.H.J. and Walstra, P. (1995). Brownian dynamics simulation of particle gel formation: from argon to yoghurt. Faraday Discuss. 101, 51-54. Biot, M.A. (1941). General theory for three-dimensional consolidation.J. Appl. Phys. 12, 155. Birkkjaer, H.E., Sbrensen, BJ., Jorgensen, J. and Sigersted, B. (1961). The effect of cheesemaking techniques on cheese quality. Beretn. Statens ForsOgsmejeri, 128. Bos, M.T.A. and van Opheusden, J.H.J. (1996). Brownian dynamics simulation of gelation and aging in interacting colloidal systems. Phys. Rev. E 53, 5044-5050. Bremer, L.G.B. (1992). Fractal Aggregation in Relation to Formation and Properties of Particle Gels. Doctoral Thesis, Wageningen Agricultural University, Wageningen. Bremer, L.G.B. and van Vliet, T. (1991). The modulus of particle networks with stretched strands. Rheol. Acta 30, 98-101. Bremer, L.G.B., van Vliet, T. and Walstra, P. (1989). Theoretical and experimental study of the fractal nature of the structure of casein gels. J. Chem. Soc., Faraday Trans. 1 85, 3359-3372. Bremer, L.G.B., Bijsterbosch, B.H., Schrijvers, R., van Vliet, T. and Walstra, P. (1990). On the fractal nature of the structure of acid casein gels. Colloid. Surf. 51,159-170. Bushell, G.C., Yan, YD., Woodfield, D., Raper, J. and Amal, R. (2002). On techniques for the measurement of the mass fractal dimension of aggregates. Adv. Colloid Interf. Sci. 95, 1-50.
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The Syneresis of Rennet-coagulated Curd Unger Grundelius, A., Lodaite, K., Ostergren, K., Paulsson, M. and Dejmek, P. (2000). Syneresis of submerged single curd grains and curd rheology. Int. Dairy J. 10,489-496. Vaikus, V., Lubinskas, V. and Mitskevichus, B. (1970). The effect of homogenization on the properties of the acidand rennet-gels of milk. Proc. 18th Int. Dairy Congress, Sydney, Vol. 1E. p. 320. van de Grootevheen, J.G. and Geurts, T.J. (1977). Het Instellen van het Vochtgehalte van Verse Ongezouten Wrongel, Wageningen (unpublished). van den Bijgaart, H.J.C.M. (1988). Syneresis of RennetInduced Milk Gels as Influenced by Cheese-making Parameters. Doctoral Thesis, Wageningen Agricultural University, Wageningen. van der Waarden, M. (1947). Onderzoek naar de factoren die invloed hebben op de wei- uittreding uit gestremde melk, Alg. Ned. Zuivelbond FNZ, The Hague (unpubIished). van Dijk, H.J.M. (1982). Syneresis of Curd. Doctoral Thesis, Wageningen Agricultural University, Wageningen. van Dijk, H.J.M. and Walstra, P. (1986). Syneresis of curd. 2. One-dimensional syneresis of rennet curd in constant conditions. Neth. Milk Dairy J. 40, 3-30. van Dijk, H.J.M., Walstra, P. and Geurts, T.J. (1979). Preliminary note on syneresis pressure in rennet curd. Neth. Milk DairyJ. 33, 60-61. van Dijk, H.J.M., Walstra, P. and Schenk, J. (1984). Theoretical and experimental-study of one-dimensional syneresis of a protein gel. Chem. Eng. J. 28, B43-B50. van Hooydonk, A.C.M. and van den Berg, G. (1988). Control and determination of the curd-setting during cheesemaking. Bulletin 225, International Dairy Federation, Brussels, Vol. 225. pp. 2-10. van Hooydonk, A.C.M. and Walstra, P. (1987). Interpretation of the kinetics of the renneting reaction in milk. Neth. Milk Dairy J. 41, 19-47. van Hooydonk, A.C.M., Boerrigter, I.J. and Hagedoorn, H.G. (1986). pH-induced physicochemical changes of casein micelles in milk and their effect on renneting. 2. Effect of pH on renneting of milk. Neth. Milk Dairy J. 40, 297-313. van Vliet, T. and Walstra, P. (1994). Water in casein gels: how to get it out or keep it in. J. Food Eng. 22, 75-88. van Vliet, T., van Dijk, H.J.M., Zoon, P. and Walstra, P. (1991). Relation between syneresis and rheological properties of particle gels. Colloid Polym. Sci. 269,620-627. Vas, K. (1931). The specific weight, the water content and the role of heating (scalding) in Emmentaler cheesemaking. Milchw. Forsch. 11,519-529. Vasbinder, A.J., van Mill, P.J.J.M., Bot, A. and de Kruif, K.G. (2001). Acid induced gelation of heat treated milk studied by diffusing wave spectroscopy. Colloid. Surf. B 21,245-251. Vasbinder, A.J., Alting, A.C., Visschers, R.W. and de Kruif, C.G. (2003). Texture of acid milk gels: formation of disulfide cross-links during acidification. Int. Dairy J. 13, 29-38. Walstra, P. (1990). On the stability of casein micelles. J. Dairy Sci. 73, 1965-1979. Walstra, P. (2000). Fractal particle gels in foods, in, Supramolecular and Colloidal Structures in Biomaterials
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and Biosubstrates, Lal, M., Lillford, RJ., Naik, V.M. and Prakash, V., eds, Imperial College Press and The Royal Society, London. pp. 157-173. Walstra, P. (2003). Studying colloids: past, present and future, in, Food Colloids: Biopolymers and Materials, Dickinson, E. and van Vliet, T., eds, Royal Society of Chemistry, Cambridge. pp. 391-400. Walstra, P. and Jenness, R. (1984). Dairy Chemistry and Physics. John Wiley & Sons, New York. Walstra, P. and van Vliet, T. (1986). The physical chemistry of cheesemaking. Neth. Milk Dairy J. 40, 241-259. Walstra, P., van Dijk, H.J.M. and Geurts, T.J. (1985). Syneresis of curd. 1. General-considerations and literaturereview. Neth. Milk Dairy J. 39, 209-246. Walstra, P., van Vliet, T. and Bremer, L.G.B. (1990). On the fractal nature of particle gels, in, Food Polymers, Gels and Colloids, Dickinson, E., ed., Royal Society of Chemistry, London. pp. 369-382. Weber, E (1984). Drainage of curd, in, Le Fromage, Eck, A., ed., Lavoisier, Paris. pp. 22-36. Whitehead, H.R. (1948). Control of the moisture content and body-firmness of Cheddar cheese. J. Dairy Res. 15, 387-397. Whitehead, H.R. and Harkness, W.L. (1954). The influence of variation in cheesemaking procedure on the expulsion of moisture from Cheddar cheese curd. Aust. J. Dairy Technol. 9, 103-107. Whittle, M. and Dickinson, E. (1998). Large deformation rheological behaviour of a model particle gel. Faraday Trans. 94, 2453-2462. Worning, P., Bauer, R., Ogendahl, L. and Lomholt, S.B. (1998). A novel approach to turbidimetry of dense systems: an investigation of the enzymatic gelation of casein micelles. J. Colloid Interf. Sci. 203, 265-277. Wurster, K. (1934). Whey release in renneting. Milchw. Forsch. 16, 200-214. Zoon, P., van Vliet, T. and Walstra, P. (1988a). Rheological properties of rennet-induced skim milk gels. 1. Introduction. Neth. Milk Dairy J. 42,249-269. Zoon, P., van Vliet, T. and Walstra, P. (1988b). Rheological properties of rennet-induced skim milk gels. 2. The effect of temperature. Neth. Milk Dairy J. 42,271-294. Zoon, P., van Vliet, T. and Walstra, P. (1988c). Rheological properties of rennet-induced skim milk gels. 3. The effect of calcium and phosphate. Neth. Milk Dairy J. 42, 295-312. Zoon, P., van Vliet, T. and Walstra, P. (1989a). Rheological properties of rennet-induced skim milk gels. 4. The effect of pH and NaC1. Neth. Milk Dairy J. 43, 17-34. Zoon, P., van Vliet, T. and Walstra, P. (1989b). Rheological properties of rennet-induced skim milk gels. 5. Behaviour at large deformation. Neth. Milk Dairy J. 43, 35-52. Zoon, P., Roefs, S.P.EM., de Cindio, B. and van Vliet, T. (1990). Rheological properties of skim milk gels at various t e m p e r a t u r e s - interrelation between the dynamic moduli and the relaxation modulus. Rheol. Acta 29, 223-230.
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels J.A. Lucey, Department of Food Science, University of Wisconsin-Madison, Madison, USA
micelles. The stability of casein micelles of milk is attributed to their net negative charge and steric repulFresh acid-coagulated cheese varieties include Cream sion by the flexible macropeptide region of K-casein cheese, Cottage cheese and Quarg and other cheeses (the so-called 'hairs'). Different types of interaction are where the coagulation of milk occurs by acid rather responsible for micelle integrity, including Ca-induced than by rennet, as in most other cheese varieties interactions between protein molecules, electrostatic, (e.g., Cheddar). Fresh acid cheeses differ from ferhydrophobic and hydrogen bonding. These intermented milk products in having a significant amount actions are probably also involved in the formation of the moisture (whey) removed after coagulation. and structural properties of acid casein gels. Whey removal methods, such as centrifugal separVarious models for the structure of casein micelles ation and ultrafiltration (UF), are used for Quarg and have been proposed, and it has been the source of conCream cheese whereas cutting of the coagulum into troversy over the years. The latest model by Home granules and a high cook temperature are used for (1998) envisages a polymerization scheme (dual-binding Cottage cheese. Cultures of mesophilic lactic acid bacmodel) for the assembly of casein micelles. Cross-linking teria (i.e., usually Lactococcus spp. and Leuconostoc of the molecules proceeds via two routes, hydrophobic spp.) and sometimes probiotic species are used as interactions between groups on different molecules cultures for most fresh acid curd cheeses. A common forming one pathway, with more than two molecules factor in all of these acid cheese products is that the possibly joining at such junctions, and a second pathinitial step involves the formation of an acid-induced way where chain extension is through a CCP nanoclusgel, which is then further processed. The formation ter acting as a neutralizing bridge between two and physical properties of acidified milk gels have phosphoseryl clusters on separate molecules of Ors1-, been reviewed recently (Lucey and Singh, 1997, Ors2- or [3-casein. Both routes permit branching and 2003; Horne, 1999; Lucey, 2002a). There has been hence lead to a three-dimensional network. However, considerable research on acid milk gels made with K-CN can link only to hydrophobic residues on another thermophilic cultures for the production of yogurt CN molecule. Because it has no phosphoseryl cluster to (e.g., Tamime and Robinson, 1999). The manufacture permit further extension, the polymer chain ends there. and technologies involved in the production of fresh As a consequence, the K-CN acquires an external suracid cheeses have also been reviewed (Guinee et al., face position where it acts as a steric stabilizer. 1993; Puhan etal., 1994; Kosikowski and Mistry, As the pH of milk is reduced, CCP dissolves and 1997; Fox et al., 2000; Lucey, 2002b). This chapter the caseins are liberated into the serum phase (Dalgleish focuses primarily on the formation of these acid-milk and Law, 1988). The extent of liberation of caseins gels and their physical, rheological and microstrucdepends on the temperature at acidification (Dalgleish tural properties. and Law, 1988), which has little effect on the solubilization of CCP. Apparently, little change in the average Casein micelles hydrodynamic diameter of casein micelles occurs durCaseins constitute approximately 80% of the protein ing acidification of (unheated) milk to pH ---5.0 in bovine milk, with four main types (Ors1-, Ors2-, (Roefs et al., 1985; de Kruif, 1997), although the [3- and K-caseins (CN)) in combination with appre- internal structure of the casein micelles is altered due ciable quantities of micellar or colloidal calcium phos- to the loss of CCP (Walstra, 1993). Aggregation of phate (CCP) in the form of aggregates called casein casein occurs as the isoelectric point (pH --4.6) is Introduction
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
106
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
0.25 o~" 0.20 ~J tO -..~
= 0.15
m 0 0O
g 0.10 Or)
o
0.05
0.00 1
|
|
,
|
|
|
2
3
4
5
6
7
8
pH Figure 1 Solubility of whole casein in water as a function of pH (figure replotted with permission from Strange et aL, 1994).
approached (Fig. 1); under conditions of rapid acidification and/or agitation, the casein aggregates precipitate from solution and this is the basis of acid casein manufacture.
Coagulation Mechanisms Theoretical models
Acid milk gels are examples of particle gels and at least three theoretical models, namely fractal, adhesive hard spheres and percolation models, have been used to model the formation of acidified milk gels (Horne, 1999; Lucey and Singh, 2003). Only a brief overview is given here and interested readers can refer to these review articles. Fractal aggregation theory has been applied to the formation of various casein gels (Bremer et al., 1989, 1990, 1993; Vetier e t a l . , 2000). From the fractal approach, a number of scaling laws have been used to derive relations between the physical properties of gels and the fractal dimensionality (Bremer, 1992). The fractal approach has successfully described semiquantitative features of casein gels (e.g., rheological properties), but appears to have some deficiencies, including the lack of any allowance for aggregate rearrangement or interpenetration, and the assumption that all aggregates have the same size at the gel point (Dickinson, 1997). If there are only limited rearrangements, the fractal dimensionality probably increases, but after severe rearrangements a fractal description of the clusters will no longer hold (van Vliet, 1999). Horne (1999) has also questioned the fractal definition of the gelation point (i.e., the suggestion that all casein particles become part of the gel matrix at the point of gelation).
Casein aggregation during the acidification of milk has also been modelled using the adhesive hard sphere theory (de Kruif et al., 1995; de Kruif and Roefs, 1996; de Kruif, 1997, 1999). In this model, it is proposed that the caseinomacropeptide (CMP) part of n-casein sterically stabilizes casein micelles and is considered as a polyelectrolyte brush, which collapses on the surface of the micelle as the pH of the system approaches the pKa of the charged (carboxylic acid) groups on the brush. Horne (1999, 2003) pointed out that this model assumes that only the surface features of casein particles have any bearing on the structural properties of acid milk gels. However, it has been shown recently that the loss of CCP from casein micelles dramatically influences the properties of casein gels (Lucey et al., 1998c; Horne, 2001, 2003). Horne (1999) reviewed the suitability of percolation models for acid milk gels and suggested that such models may be suitable only at the gel point and that it is difficult to use this theory to model the mechanical properties of acid milk gels. Physico-chemical mechanisms involved in the formation of gels from unheated milk
Native casein micelles (in milk of normal pH) are stabilized by a negative charge and steric repulsion (Walstra, 1990; Mulvihill and Grufferty, 1995). Some of the techniques that have been used to study the acid coagulation process are listed in Table 1. The surface charge of casein micelles can be approximated from the zeta potential and a plot of the changes in zeta potential as a function of pH is shown in Fig. 2. Casein micelles exhibit some unusual zeta potential behaviour. There is a minimum at pH 5.4 (negative) and a maximum at pH 5.1 (Schmidt and Poll, 1986; Anema and Klostermeyer, 1996). It has been suggested that the shape of the zeta potential-pH profile is due to subtle dissociation and association phenomena of the caseins in this pH region (Heertje et al., 1985).
Table 1 Some of the various techniques used to study the acid coagulation process Viscometry Rheometry Thrombelastography Texture analysis Dynamic light scattering Diffusing wave spectroscopy Turbidity Colorimetry Confocal laser scanning microscopy Electron microscopy Permeability
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
107
-12
-10
-8 v
-6
-4
-2
0 4.4
5.0
6.0 pH
7.0
8.0
Figure 2 Dependence on pH of the zeta-potential of washed unheated casein micelles on pH (from Schmidt and Poll, 1986 reproduced with permission from Elsevier).
They proposed that at pH ---5.5, there is preferential dissociation of [3-casein and that at pH ---5.2 it reassociates with the micelles and this coincides with a 'stage of contraction and rearrangement'. However, recent studies (Law, 1996; Singh et al., 1996) have shown that at temperatures >20 ~ which are commonly used for the formation of acid milk gels, no preferential dissociation of [3-casein from the micelles occurs during the acidification of milk. It is more likely that this unusual behaviour of the zeta potential is caused by the solubilization of CCP, which modifies the ionic environment around casein micelles. Three pH regions in the acidification of milk from pH 6.7 to 4.6 (which is the pH range of interest for the various types of acid-type cheeses) can be distinguished: 1. pH 6.7 to "--6.0. The decrease in pH causes a decrease in the net negative charge on the casein micelles, thereby reducing electrostatic repulsion. Only a relatively small amount of CCP is dissolved above pH 6.0, so the structural features of the micelles are relatively unchanged (e.g., size). As a consequence of this reduced repulsion (as the pH is
lowered) there is a decrease in the gelation time and an increase in gel firmness if rennet is used to coagulate milk (Zoon et al., 1989). 2. pH ---6.0 to ---5.0. The decrease in pH causes a decrease in the net negative charge on the casein micelles, thereby reducing electrostatic repulsion. The K-casein 'hairs' on the micelle surface are charged, so their charged 'hairs' may shrink as the pH decreases. The net result is a decrease in both electrostatic repulsion and steric stabilization, the two factors that are primarily responsible for micelle stability. The CCP within casein micelles is dissolved completely by pH --~5.0 in the case of milk, but a considerable proportion of CCP remains intact in the manufacture of natural, rennet-coagulated cheese (Lucey and Fox, 1993), presumably due to a protective effect of the higher solids. The dissociation of casein from the micelle is very dependent on temperature and pH. The pH of maximum dissociation (at temperatures -<20 ~ is 5.2-5.4 (Dalgleish and Law, 1988), presumably due to loosening of the molecular interactions between caseins due to the loss of CCP, which causes increased electrostatic repulsion between the newly exposed phosphoserine groups. At
108
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
low temperatures, for e.g., 5 ~ considerable dissociation occurs, especially at pH 5.4-5.2; some dissociation occurs at 20 ~ but dissociation decreases rapidly > 2 0 ~ and at 30 ~ there is virtually no liberation of caseins (Dalgleish and Law, 1988). K-Casein dissociates to a greater extent than the other caseins during acidification at low temperatures (Dalgleish and Law, 1988); since the K-casein 'hairs' provide a stabilizing layer (both sterically and electrostatically), any reduction in this stabilization should render the micelles more sensitive to aggregation. 3. pH--<5.0. The net negative charge on the casein micelles declines with the approach of the isoelectric point and there are increased electrostatic interactions and reduced electrostatic repulsion, which allow increased hydrophobic interactions (Horne, 1998). In unheated milk gels, in which acidification is the only coagulation method, gelation occurs around pH 4.9 unless acidification is performed at a very high temperature when a higher gelation pH is observed.
On acidification, casein particles aggregate as a result of (mainly) charge neutralization, the main titratable groups in milk are shown in Table 2. Acidification eventually leads to the formation of chains and clusters that are linked together to form a three-dimensional network (Mulvihill and Grufferty, 1995). Acid casein gels can be formed from sodium caseinate and gelation also occurs at pH --5.0 (Lucey et al., 1997b,c). Direct acidification of milk at a low temperature may allow solubilization of CCP prior to gelation and therefore these gels may undergo less change in their mechanical properties (e.g., syneresis) than traditional cultured products. Glucono-8lactone (GDL) is also used to acidify milk but these acidinduced gels probably have different rheological and structural properties from gels produced by in situ acid production by bacterial cultures (Luceyet al., 1998d). Hydrophobic interactions are unlikely to play a direct role in the strength of acid gels as the G' of these gels increases with decreasing assay temperature. Cooling such gels results in an increase in G', probably due to swelling of casein particles (caused by the weaker hydrophobic interactions) and an increase in the contact
Table 2 Main titratable groups in milk (reprinted with permission from Singh et al., 1997) Approximate concentration (mM) a,b
Expected pKaC,d
pKa (in milk)a
Inorganic phosphate Citrate Organic phosphate esters Carbonate Lactic acid Formic acid Acetic acid Various amines
21.0 e 9.0-9.2 2.5-3.5 2.0 <0.4 0.2-1.8 0.05-0.8 1.5
2.1, 7.2, 12.3 3.1,4.7, 5.4 1.4, 6.6? 6.4, 10.1 3.9 3.6 4.7 -7.6
3, 5.8, 6.6 f 3, 4.1,4.8 f 1.7, 5.9 f 6.4, 10.1 3.9 3.6 4.8 7.6
Ionizable groups of proteins
Concentration (mM) a
Expected pKaa,c,d,g
pKa (in milk) a
Aspartic acid (13-COOH) Glutamic acid (y-COOH) Histidine (imidazole) Tyrosine (phenol) Lysine (s-NH3 +) Phosphoserine (phosphate) N-acetylneuraminic acid (COOH) Terminal carboxyl ((x-COOH) Terminal amino (oL-NH3§
19 50 6 12 20 7 0.5
4.6 4.6 7.0 9.6 10.2 1.5, 6.5 2.6 3.7 7.9
4.1 4.6 6.5
Group
Salts
a b c d e f g
1.5
Data from Walstra and Jenness (1984). Data from Jenness (1988). Data from Tanford (1962). Data from Edsall and Wyman (1958). About 10 mM colloidal phosphate, 11 mM in solution (at pH 6.6). pKa values from titration with Ca(OH)2. Data from Damodaran (1996).
10.5 2.6 5.0 3.7 7.9
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
area between particles. With increasing ionic strength, charged groups on casein would be screened, thereby weakening interactions between casein particles.
Physical Properties of Acid-Induced Gels Rheological properties of acid milk gels Acid milk gels are viscoelastic and exhibit shear thinning when sheared and slow recovery after shearing is stopped. The textural and rheological properties of acid milk gels can be assessed by a range of fundamental and empirical methods such as small amplitude oscillatory rheology (SAOR), large amplitude oscillatory shear, penetration, texture profile analysis, rotational viscometry and flow through an orifice such as a Posthumus funnel (Benezech and Maingonnat, 1994; Velez-Ruiz and Barbosa Canovas, 1997). A combination of techniques should ideally be used to monitor the gel formation phase, as well as the impact of further processing steps on the gel properties (e.g., stirring). The rheological parameters characterizing acid casein gels depend on the number and strength of bonds between the casein particles, on the structure of the latter and the spatial distribution of the strands making up these particles (Roefs et al., 1990a). Some techniques (e.g., texture profile analysis) may give only a single-point measurement and damage the sample. The initial step in the manufacture of most acidtype cheeses is gelation, so dynamic non-destructive techniques, such as SAOR, are needed to study this process. The SAOR technique involves the application of an oscillating strain or stress that is within the linear viscoelastic region for that material (usually less than 5% strain for most milk gels). Some of the main parameters determined from these tests include the elastic or storage modulus (G'), which is a measure of the energy stored per oscillation cycle, the viscous or loss modulus (G"), which is a measure of the energy dissipated as heat per cycle, and the loss tangent (tan 3), which is the ratio of the viscous to the elastic properties (Lopes da Silva and Rao, 1999). These parameters are defined as follows:
G' = ( r"/cos 3
(1)
G" = ( r"/sin 3
(2)
\Y"/
\y,,]
tan 8 =
G
H
G'
(3)
109
where r0 is the amplitude of the shear stress, To is the amplitude of the strain and 6 is the phase angle. The rheological properties of acid milk gels have been studied extensively over the past 15 years or so (see reviews by Benezech and Maingonnat, 1994; Lucey and Singh, 1997). In general, unheated skim milk forms a weak gel (G' <50 Pa), and the pH at gelation is generally ---4.8-5.0. An example of some rheological properties of a high-fat acid milk gel (similar to cream cheese) is shown in Fig. 3. After gelation, G' increases rapidly and only starts to plateau during ageing of the gel (in the region of pH --4.6), tan 8 decreases to <0.4 soon after gelation and decreases to ---0.2-0.3 during the ageing of acid milk gels. Roefs (1986) demonstrated that for acid gels, G' could continue to increase for up to several days, due, presumably, to slow ongoing fusion/rearrangements of casein particles. An unusual rheological p h e n o m e n o n is observed soon after the formation of an acid-induced gel from heated milk; tan 6 decreases initially but then increases to a maximum value before decreasing again (e.g., Biliaderis et al., 1992). A high tan 6 indicates an increased susceptibility of bonds and strands in the gel to break or relax, thus facilitating more rearrangements of the gel (van Vliet et al., 1991). The maximum in tan 6 may be a consequence of a partial loosening of the weak initial gel network due to the solubilization of CCP, while at lower pH values there are increased protein-protein attractions between casein particles as the net charge decreases with the approach of the isoelectric point (Lucey et al., 1998c). The m a x i m u m in the value of tan 6 occurs in acid gels that have a high gelation pH, e.g., gels made from heated or unheated milk to which some rennet is added (Lucey et a|., 1998c, 2000). An example of some rheological properties of an acid skim milk gel made from severely heated milk (similar to quarg cheese) is shown in Fig. 4. The very low incubation temperature (23 ~ and the slow acidification and gelation processes result in a smaller maximum for tan 3 (more of a flattening of the curve) compared to gels made at a higher temperature (e.g., ->30 ~ Presumably, under those gelation conditions there is a slower and less dramatic impact of solubilization of CCP on the mechanical properties of casein gels (more CCP is solubilized pre-gelation). An example of some rheological properties of an acid skim milk gel made from unheated milk with a small amount of rennet added (similar to Cottage cheese) is shown in Fig. 5. Gelation occurs at a high pH due to the action of rennet and a clear maximum in tan 8 is observed due to the high incubation temperature (32 ~
110
Formation,
Structural
Properties
and Rheology
of A c i d - c o a g u l a t e d
Milk Gels
0.50
250
0.45
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8
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i
i
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i
0
100
200
300
400
500
600
700
800
900
4.5
-4.0 1000
Time (min) Figure 3 Rheological changes during the formation of the initial cream cheese gel. Storage modulus (O), loss modulus (9 loss tangent (D) and pH changes (solid line) as a function of time during the incubation of 12% fat milk with 2% of a mesophilic starter culture at 23 ~ Milk was homogenized at 17.5 and 5 MPa double stage at ---60 ~ The applied frequency was 0.1 Hz and the strain was 1% (unpublished data of Lucey et aL, 2003).
and the fast acidification rate (5% starter culture added). The G' increases rapidly initially but the profile fiattens in the vicinity of the m a x i m u m in tan 8. These trends are similar to that observed for model gels made with a combination of rennet and acid (GDL) (Lucey et al., 2000).
Horne (1999) reported that the rheological properties of acidified milk gels exhibit a form of scaling behaviour. For acid gels made from unheated or heated milk, there are two distinct 'master curves', which implies that there are fundamental differences in the kinetics and dynamics of the gel formation process in these two types of gels.
160
0.50
7.0
140 0.45
6.5
120 0.40
100 g 0
c c
80
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0.35
0
60
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0
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i
i
i
i
i
i
i
i
i
i
4.5
100 200 300 400 500 600 700 800 900 1000 1100 Time (min)
Figure 4 Rheological changes during the formation of the initial quarg cheese gel. Storage modulus (o), loss modulus (9 loss tangent (r~) and pH changes (solid line) as a function of time during the incubation of skim milk with 1% of a mesophilic starter culture at 22 ~ Milk was pre-heated at 90 ~ for 5 min. The applied frequency was 0.1 Hz and the strain was 1% (unpublished data of Lucey et aL, 2003).
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
80
1.0
111
- 6.6 6.4
0.9 60 13..
0.8
u C
- 40
0.7
-g
6.2 6.0
E
5.8
O
5.6
-1-Q.
g 0
0.6 - 20
J
0.5 -0
0.4 0.3
~D
5.4
O
5.2 5.0
. 0
.
. 50
. 100
.
. 150
4.8 200
250
Time (min) F i g u r e 5 Rheological changes during the formation of the initial cottage cheese gel. Storage modulus (e), loss modulus (9 loss tangent (rq) and pH changes (solid line) as a function of time during the incubation of skim milk with 5% of a mesophilic starter culture at 32 ~ Approximately 1 ml of standard strength rennet was added per 450 kg milk just after culture addition. The applied frequency was 0.1 Hz and the strain was 1% (unpublished data of Lucey et al., 2003).
In experiments where the time-scale of the applied deformation was varied (frequency sweeps), log G' versus log angular frequency gave linear curves with a slope of - 0 . 1 5 for various types of acid casein gels (Roefs and van Vliet, 1990; Lucey and Singh, 1997). This suggests that similar (fundamental) structural components (bonds) are present in all types of (aged) acid casein gels. Acid casein gels are very brittle and fragile compared with rennet-coagulated milk gels. It is difficult to form a gel suitable for cutting and this approach is used for only a few cheeses (e.g., Cottage). Most acid gels when stirred or mixed have a smooth, non-curdy texture. Improper equipment design and excessive pumping can damage or shatter this fragile gel and result in yield losses. There is little published information on the fundamental large deformation properties of acid milk gels although this would provide useful information on properties that may be related to the consistency of the gel during consumption, cutting or shearing. Mixing and stirring of acid milk gels prior to rheological testing means that many reported 'fracture' (yield) properties are not those of the original 'set' gel (Lucey and Singh, 1997). Another problem that can affect viscometric measurements of acid milk gels is slip when using flow curves (Suwonsichon and Peleg, 1999). Unrealistically low values (<0.5) that have been reported for the flow index (n) of stirred acid milk gels could be due to these problems (Suwonsichon and Peleg, 1999). Acid milk gels exhibit time-dependent
flow behaviour (Benezech and Maingonnat, 1994; VelezRuiz and Barbosa Canovas, 1997). Fundamental large deformation rheological properties of acid casein gels have been reported (Bremer et al., 1990; van Vliet et al., 1991; van Vliet and Keetels, 1995; Lucey etal., 1997a,b, 2000). Gross fracture of acid casein gels made with GDL was observed at a strain of 0.5-0.6. The shear stress at fracture increases with decreasing gelation temperature and with ageing of the gel. The strain at fracture decreases with ageing of the gel. Heat treatment of milk prior to acidification (with GDL) results in a large reduction in the strain at fracture, from - 1 . 5 for gels made from unheated milk to 0.5-0.8 for gels made from milk samples heated at a temperature ->80 ~ Partial rebodying (structural recovery) of acid milk gels occurs after the structure has been disrupted by shearing (Arshad etal., 1993), which presumably reflects reforming of some of the weak (electrostatic, hydrophobic) interactions between casein particles. Texture and sensory properties
The microstructure of acid milk gels has a marked effect on their texture and sensory attributes (Langton et al., 1996). An excessively firm texture can be caused by factors such as a very high total solids content of the mix (both fat and casein) or an excessive amount of added stabilizers. A weak body can be caused by factors such as a low solids (fat) content of the mix, insufficient heat treatment of the milk, low acidity (high pH) and a too low gelation temperature.
112
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
For Cream cheese it is considered that if the pH of the cheese is too high (i.e., >4.7) the texture will be soft and the cheese will lack flavour. At a very low pH (<4.6), Cream cheese may become too grainy and the flavour too acid. Defects in Cream cheese include whey separation from the product during storage, lack of spreadability and a grainy chalky texture, especially in the lower fat types. Textural defects described as 'chalkiness' or 'grainy' are objectionable, as consumers usually expect a smooth, fine-bodied product (Bodyfelt et al., 1988). Excessive aggregation of protein has been associated with this kind of chalky or gritty defect. Hot-pack cheese has a more brittle texture than cold-pack product due to the additional heating and shearing treatments. Cream cheese should have a spreadable consistency as it is commonly used on bagels and in cheesecakes. Quarg from skim milk is smooth and white with a mild clean, acid flavour. Addition of fat improves smoothness. In contrast to most other fresh acid cheeses, Cottage cheese has a granular, curdy texture instead of being a viscous, smooth or pasty product. The sensory or flavour attributes of acid milk products are very important. For many markets, fruits, sweeteners, spices and condiments are added, which can, to a large extent, determine the sensory properties of these products.
Confocal laser scanning microscopy (CSLM) is a relatively new (but expensive) technique which enables samples to be observed with minimal preparation procedures due to its unique optical sectioning capabilities and high spatial resolution (Brooker, 1995) and is very suitable for observing the overall microstructure of milk gels (Hassan etal., 1995; Lucey etal., 1997c, 1998b,e, 2001). A confocal micrograph of an acidinduced gel made from heated milk is shown in Fig. 6; its structure appears more interconnected than unheated milk gels, especially if a small concentration of rennet is added (Fig. 7) (Lucey et al., 2001). Confocal images are very amenable to image analysis since the images are already in a digital form. Permeability
Permeability measurements provide information about inhomogenities at the level of the gel network (i.e., largest pores). A simple tube method was developed by the Wageningen group (van Dijk and Walstra, 1986) to determine the permeability coefficient of milk gels. Gels are made in open-ended glass tubes. After gelation the gel tubes are placed in a measuring container full of whey, where the level of whey is above the height of the gel in the tubes. The pressure gradient resulting from the difference in height of the (top of the) whey container (actually an empty reference tube) and the gel tube is enough to cause the flow of serum through the gel. The permeability coefficient can be calculated as follows:
Microstructure
Electron microscopy (EM) and confocal scanning laser microscopy (CSLM) studies on acid milk gels have shown that these gels consist of a coarse particulate network of casein particles linked together in clusters, chains and strands (Kalab et al., 1983; Lucey and Singh, 1997). The network has pores or void spaces in which the aqueous phase is confined; in fat-containing products, the presence of (large) fat globules obscures the finer details of pores and strands. The diameter of these pores varies considerably, with larger pores in gels made at a high gelation temperature (usually < 3 0 txm) or from milk with a low protein content. There have been several EM studies on the microstructure of gels formed by acidification of heated milk (Davies et al., 1978; Parnell-Clunies et al., 1987; Mottar et al., 1989). Harwalkar and Kalab (1980) proposed, based on the examination of electron micrographs, that acid milk gels made from unheated milk had larger protein clusters (coarse structure) than gels made from heated milk, which they described as highly branched (fine structure). Similar trends have been reported for GDL-induced gels (Lucey et al., 1998e).
B
=
-
I1 (ho~ • -ht2) ] n rlH (h~ • -htl ) [pg(t2 - tl)]
(4)
where B is the permeability coefficient (m2), ho~ is the height of the whey in the reference tube (m), htl is the height of the whey in the gel tube at tl (m), ht2 is the height of the whey in the gel tube at t2, 7/is the viscosity of the whey, H is the height of the gel (m), p is the density of the whey and g is acceleration due to gravity. For most acid milk gels formed at 30 ~ the value of B is in the range --~1-2 • 10 -13 m 2 (Roefs et al., 1990a; van Marie and Zoon, 1995; Lucey et al., 1998e). In general, a very high incubation temperature, use of rennet and conditions of rapid acidification, e.g., GDL-induced gels, can all result in gels with high permeability. The permeability of rennet-induced gels is in the same range as acid-induced gels but for rennetinduced milk gels, B increases with time, which has been taken as evidence of 'microsyneresis' or breakage of strands in the network, resulting in the formation of larger pores (Walstra, 1993). Studies on the permeability of acid-induced gels have shown that the value of B
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
113
E,m 4,
Figure 6 Confocal laser scanning micrographs of Quarg cheese gel made from skim milk fermented with 1% (w/w) of a mesophilic starter culture at 22 ~ Milk was pre-heated at 90 ~ for 5 min. The pH of the gels was -4.7. Scale bar = 20 i~m (unpublished data of Lucey et aL, 2003).
does not change with time (Roefs et al., 1990a; Lucey et al., 1997c); however in these studies, B was determined in aged gels. It is possible that the value of B for acid milk gels could change with time, at least for a short period during after gel formation. Gels with larger pores (higher permeability) are generally less stable and are more susceptible to whey separation (syneresis) (Lucey et al., 1997c). Appearance Most acid milk gels should have a smooth, semisolid consistency, with no surface whey even if they are subjected to further processing such as the addition of stabilizers. The appearance of a set gel should be smooth with no cracks or 'blemishes'. Defects that
are apparent at the initial gelation stage would probably require the addition of more stabilizers to prevent whey separation during storage. Acid gels made from severely heated milks with GDL had a 'rough' surface, with visible cracks and some whey separation (Lucey et al., 1998a,e). It was suggested that rearrangement of the network during after gel formation might be responsible for these defects. Gels made from severely heated milk have a lower strain at fracture than gels made from unheated milk and this may make heated gels more susceptible to localized fracturing of strands in the network (Lucey et al., 1997a). The 'transition' in the rheological properties (as indicated by the maximum in loss tangent) may increase the susceptibility of protein-protein bonds to relax and if these bonds have a relatively short lifetime,
114
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Figure 7 Confocal laser scanning micrographs of Cottage cheese gel made from skim milk fermented with 5% of a mesophilic starter culture at 32 ~ Approximately 1 ml of standard strength rennet was added per 450 kg milk just after culture addition. The pH of the gel was ---4.7. Scale bar = 20 ~m (unpublished data of Lucey et aL, 2003).
this may lead to yielding or breaking of strands (van Vliet et al., 1991). Whey separation and syneresis
Whey separation (wheying-off) refers to the appearance of liquid (whey) on the surface of a milk gel and is a common defect in yogurt. However, in fresh acid cheeses, such as Cream cheese, several techniques are used to remove some of the whey from the original gel. Whey removal increases the total solids content of the product, which results in increased firmness and viscosity. Syneresis is defined as shrinkage of a gel and this occurs concomitantly with the expulsion of whey. It is useful to define spontaneous syneresis as the contraction of a gel without the application of an external force (e.g., centrifugation), and this is related
to instability of the gel network (i.e., due to largescale rearrangements) (see review by Walstra, 1993). In practice, fresh acid cheese manufacturers often try to prevent whey separation in the retail product by adding stabilizers (e.g., xanthan gum, locust bean gum, carrageenan) or whey protein concentrate (WPC) prior to packaging. The causes of wheying-off during retail storage include post-acidification, temperature fluctuations, proteolysis by the starter culture, and physical abuse (e.g., vibration, shaking, improper stacking). The amount of spontaneous whey separation in acid milk gels can be quantified using simple approaches such as determining the amount of surface whey that is expelled during gelation (Lucey et al., 1998a). The quantity of whey expelled from acid milk gels as a result of high speed centrifugation may be a useful indicator
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
of the amount of whey that can be removed during the mechanical separation process used for Quarg or Cream cheese products. Quantifying the amount of whey drainage from a broken gel distributed over a screen gives a measure of water-holding capacity, and is more relevant to products such as Cottage cheese where screens are used to separate the curds/whey mixture (Lucey et al., 1998a). Some acid milk gels may be produced by concentrating the milk (e.g., by UF) to the desired total solids of the final product, thus eliminating the need for a whey removal step. It has been shown (van Dijk and Walstra, 1986) that the one-dimensional syneresis of milk gels is related to the flow of liquid (whey) through the network and is governed by the equation of Darcy: B p v =
r/ x
(5)
where v is the superficial flow velocity of the syneresing liquid through the gel (i.e., volume flow rate over the cross-sectional area through which the liquid flows), B is the permeability coefficient, ~/is the viscosity of the liquid, p is the pressure acting on the liquid and x the distance over which the liquid must flow. In milk gels, a key factor in controlling syneresis is the degree of rearrangement that occurs in the casein network (van Vliet and Walstra, 1994). The relations between rheological parameters (e.g., G', tan 6, yield strain and stress, and the frequency dependency of tan 8) and syneresis of acid milk gels have been discussed by Lucey (2001). Parameters that affect the time-scale for rearrangements of bonds in a gel include the dynamic moduli, which indicates the strength and number of bonds in the network, the yield stress and shear deformation at yielding, which determine the susceptibility of the strands to breakage, and tan 8, with higher values favouring the relaxation of bonds (van Vliet et al., 1991; Lucey et al., 1997a,c). In freshly made gels, the number of bonds between each junction is not yet very high, as indicated by the low dynamic moduli, and tan 8 is higher than in aged gels; these factors might explain why wheying-off occurs sometimes in young but less often in aged gels. Syneresis of acid milk gels made with GDL increases at high gelation temperatures, high pH values and in the presence of even low rennet levels (van Vliet et al., 1997; Lucey, 2002a). It has been shown recently that endogenous syneresis pressure is generally small in acid gels made from sodium caseinate and this results in a lesser tendency of these gels to shrink compared to rennet-induced gels (Lucey et al., 1997c). Acid-induced milk gels formed
115
by slow acidification of milk at a low temperature and under quiescent heating exhibit little wheying-off or spontaneous syneresis (Roefs, 1986). Surface whey expelled during gelation is sometimes reabsorbed by the product on cooling and storage at a low temperature (Lucey et al., 1997c). Post-acidification, product mishandling and temperature abuse are common causes of wheying-off in acidified milk products. It should be noted that acid milk gels undergo much less syneresis than rennet-induced gels even when they are subjected to centrifugation. For this reason, acid-coagulated cheeses have a very high moisture content (e.g., >50%).
Effects of Compositional and Processing Parameters on the Textural Properties of Acid Milk Gels The effects of each processing step on the textural properties of acid milk gels are considered in the following section. A summary of the effects of some of the main processing factors is given in Table 3. Inoculation and gelation temperature
Acidification of flesh acid products by cultures is generally performed by either of two methods: slow, 12-16 h at 20-23 ~ (long set) or 4-6 h at 30-32 ~ (short set). Cultures of mesophilic lactic acid bacteria (i.e., mainly Lactococcus spp. and Leuconostoc spp.) and sometimes probiotic species are used as cultures for most acid-coagulated cheeses. Sometimes, fresh cheeses are made by the addition of acid, e.g., phosphoric or lactic acid (direct-acid-set or direct acidification) and/or GDL. Compared with gels made at 20 ~ acid casein gels made at 40 ~ are coarser, show more rearrangements, are weaker and less stable (Lucey et al., 1997b,c). In practice, other process variables (e.g., fat content, stabilizers, heat treatment) can help to stabilize this type of gel. In general, an excessive rate of acid development (e.g., use of GDL) at a high incubation temperature (e.g., 45 ~ contributes to the 'wheying-off' defect and poor gel formation. In various types of acid milk gels formed with GDL, a lower gelation temperature (e.g., 30 ~ results in a longer gelation time but these gels can have higher G' values than gels made at a much higher gelation temperature (e.g., 40 ~ (Cobos et al., 1995; Lucey et al., 1998d). This is due to a coarser gel structure (greater rearrangements) in GDL gels formed at high temperatures (Lucey et al., 1997c). In cultured products, these gelation temperature-related trends may be less obvious due to the large differences in the rate of pH decline between cultured and GDL-induced
116
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
Table 3
Summary of the effects of some processing conditions on the acid coagulation of milk and properties of the resulting gel
Condition
Impact on acid coagulation and gel properties
Incubation temperature
Faster acid production at higher temperatures leads to shorter gelation times. At a very high temperature (e.g., 35 ~ there are more rearrangements of casein particles in the network leading to lower plateau values for gel stiffness and an increased likelihood of whey separation than gels made at a lower temperature (e.g., 26 ~ At very high temperatures, the gelation pH may increase. At very low temperatures (e.g., 4 ~ no coagulation of casein occurs even at pH 4.6. Heat treatment of milk at a temperature _>78 ~ for >_15 min causes enough whey protein denaturation to greatly increase gelation pH, decrease gelation time and increase viscosity/firmness. The high isoelectric point (5.3) of the main whey protein, 13-1actoglobulin, is responsible for this effect. Disulfide cross-linking of casein strands increases gel stiffness but solubilization of CCP occurs in casein particles that are already participating in the gel matrix, which triggers greater rearrangements and is responsible for the increase in loss tangent observed in rheological tests. Aggregation occurs as the isoelectric point of casein (-<4.9) is approached. Maximum gel firmness occurs around pH 4.6. In general, a slower rate of acidification results in slightly higher gel firmness (may also provide more time at a low pH which should favour additional bond formation). At very high ionic strength (e.g., 0.1 M NaCI), no aggregation of casein particles occurs at pH 4.6 due to screening of electrostatic charges. A minimum concentration of Ca 2+ is required for acid coagulation. Gel stiffness is proportional to casein concentration The use of a very small amount of rennet in some fresh-type cheeses results in gelation occurring earlier (i.e., at a higher pH), and greater syneresis during processing (e.g., cooking).
Heat treatment
pH
Ionic strength Casein content Use of rennet
gels. In cultured products, gels that are made at very low temperatures (e.g., 21 ~ are weaker than gels made at slightly higher temperatures (eg., 26 ~ The dynamic moduli of acid gels increase with decreasing measuring temperature (Lucey et al., 1997a,b). Whey separation also decreases in GDL gels made at a lower gelation temperature (Luceyet al., 1997c, 1998a). Acid-induced milk gels can be formed by slow acidification of milk with acid (e.g., HC1) at a low temperature (e.g., <5 ~ followed by quiescent heating (Roefs, 1986). The casein particles at pH values close to 4.6 are very different from those at the normal, physiological pH (Walstra, 1993). In this type of gel, it has been proposed that the decrease in the voluminosity of the casein particles after a gel has formed during the heating step results in a 'straightening' of the normally tortuous strands in the network (Walstra, 1993). Hammelehle et al. (1997, 1998) used citric acid to form milk gels by this cold acidification procedure. They found that close to the isoelectric point it was harder to get homogeneous gels when the samples were subsequently warmed. Gels were formed at a lower heating temperature when the acidification pH was lower. The use of a higher setting temperature (e.g., 40 ~ compared with 30 ~ resulted in firmer gels, which is the opposite trend compared with GDLacidified gels. It is likely that the structure of GDL- and directly-acidified acid milk gels is different. The method of acidification and gel formation (e.g., GDL, cold acidification or bacterial fermentation) has a major impact on the structure and physical properties of acid milk gels (Roefs, 1986; Lucey et al., 1998d).
Rapid heating of cold-acidified gels to a high temperature (e.g., 50 ~ resulted in firm gels but considerable syneresis. Heat treatment
Heat treatment of milk is one of the most important process parameters affecting the texture of acid milk gels (Mulvihill and Grufferty, 1995). Milk used for some fresh acid cheeses, such as Quarg, is subjected to an extensive heat treatment. Incorporation of whey protein into fresh cheese is an important aspect of fresh cheese manufacture because of an increased yield. Acid whey is also considered less valuable than rennet whey in terms of its use for the manufacture of high value-added whey products. High heat treatment of milk is not usually practised for Cottage cheese since heating reduces whey syneresis, which causes textural defects, including excessive softness and brittleness. Forming a gel that is suitable for cutting is a step unique to Cottage cheese and is not used in the manufacture of most other fresh cheeses. Cream cheese is manufactured from pasteurized milk (72-75 ~ for 30-90 s) (Guinee et al., 1993) as a higher heat treatment causes difficulties due to not being able to remove sufficient whey during the centrifugal separation process. When milk is pre-heat treated, denatured whey proteins associate with casein micelles and they cross-link the gel network when aggregation occurs during subsequent acidification of milk. The firmness and viscosity of acid gels has been related to the extent of
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
denaturation of whey proteins during heat treatment (e.g., Dannenberg and Kessler, 1988). Heat treatment also results in a reduction in the gelation time. In gels that are formed from pre-heated milk, gelation occurs at a higher pH (e.g., 5.2-5.4) than from unheated milk (pH "--5.0); these pH values depend on the gelation temperature. The higher gelation pH can be attributed to the higher isoelectric pH (--~5.2) of the main whey protein, [3-1actoglobulin, which initiates isoelectric precipitation/aggregation at a higher pH than for caseins which have an isoelectric point of "-~4.6 (Lucey et al., 1998c). In gels produced from heated milk, the solubilization of CCP in casein particles that are already part of the gel network can loosen the gel network, which assists in curd syneresis. At lower pH values, electrostatic repulsion is weaker which facilitates greater hydrophobic interactions and as a result, the gel becomes firmer again and exhibits less syneresis. In acid milk gels, syneresis is virtually absent at pH 4.6, although this pH is the point of maximum gel firmness (Roefs, 1986). Moderate heat treatment prior to acidification had little effect on the extent of solubilization of CCP from the micelles (Law, 1996; Singh et al., 1996). High heat treatments also increase the dynamic moduli of acid milk gels (van Vliet and Keetels, 1995; Lucey et al., 1997a, 1998b,c) although the fracture strain decreases with increasing heat treatment, making these gels more brittle (Lucey et al., 1997a). Heat treatment may increase the susceptibility of GDL gels to wheying-off as the gel may undergo greater rearrangement (Lucey et al., 1998a). There have been a number of reports on the effects of heat treatment on the rheological properties of acid milk gels determined by dynamic low amplitude (strain) oscillation (van Vliet and Keetels, 1995; Lucey et al., 1997a, 1998b,c). van Vliet and Keetels (1995) reported that acid skim milk gels made from reconstituted low-heat skim milk powder (SMP) had much lower dynamic moduli than gels made from high-heat SMP. Lucey etal. (1997a) reported that heating milk at a temperature - 7 8 ~ greatly increased G' compared to unheated milk (---15 Pa) and produced gels with G' in the range 350-450 Pa. Increased cross-linking or bridging, by denatured whey proteins, within gels made from heated milk may be responsible for the increased rigidity of the network (Lucey et al., 1997a, 1998c). Rennet addition
Rennet is sometimes added in the manufacture of some acid cheeses (e.g., Cottage and Quarg). The concentration of rennet added is very low (e.g., 0.2-10 ml of standard strength rennet per 1000 1 of milk) and it
117
is often an optional additive in fresh cheeses. Rennet may be added shortly after the point when the starter culture is added or more commonly during the fermentation process as long as the pH is not too low (typical range: pH 6.0-6.3). Some rennet (pre-diluted rennet and other ingredients are added in a product called 'coagulator') is often added when making largecurd Cottage cheese but is rarely used when making small curd-style, as the curd may be more easily shattered during cutting. When rennet is added, the Cottage cheese gel is ready to be cut at a higher pH (e.g., 4.8) than in its absence (e.g., 4.6) or there would be excessive loss of fines. Increasing the amount of rennet added increases the pH of the curd at the point of coagulation (Emmons et al., 1959); if sufficient rennet is added, milk will coagulate close to the starting pH value, as for rennet-coagulated cheeses. Rennet hydrolyses some K-CN and the resulting CMP diffuses away from the micelles, leading to a decrease in the zeta potential, by --~5-7mV (--~50%), which reduces electrostatic repulsion between rennet-altered micelles. Removal of the 'hairs' also results in a decrease in the hydrodynamic diameter b y - ' - 5 nm, and a loss of steric stabilization. In acid cheeses, the rennet coagulation process proceeds slowly due to the very low rennet level and low temperature that are commonly used. There have been a number of recent reports on model acid milk gels made with combined rennet addition and concomitant acid production (Roefs et al., 1990b; Lucey et al., 2000, 2001; Tranchant et al., 2001). The rheological profiles are often complex due to the effects of solubilization of CCP from micelles that are already part of a gel network, and changes in casein-casein interactions as the pH decreases. Solids non-fat (SNF) content
It is well known that increasing the solids non-fat (SNF) content of milk increases the firmness and viscosity of acid milk gels. The protein or SNF content of milk can be increased by concentrating milk, e.g., by reverse osmosis, UF or thermal evaporation or by dry-matter enrichment. The sources of dry-matter are usually SMP and WPC. At similar protein levels, acid milk gels enriched with Na caseinate have a higher viscosity or firmness than gels enriched with SMP or WPC. The addition of 1% WPC to milk followed by heat treatment, resulted in an increase in G' and a reduction in the gelation time for acid milk gels (Lucey et al., 1999). It was suggested that during heat treatment, the added whey proteins, as well as the original whey proteins in milk, were denatured and associate with the casein micelles to provide additional
118
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
cross-linkages within acid-induced gels (Lucey et al., 1999). Substitution of up to 10-15% of the casein by WPC has little effect on the final viscosity or sensory attributes of acid milk gels but at higher levels of substitution, flocculation and off-flavors can occur in the product. The firmness of acid gels made from milk with various casein to whey protein ratios was similar (Jelen et al., 1987). Milk with a very high (> 11%) solids content is not commonly used for Cottage cheese manufacture due to problems with cutting the coagulum if it becomes too firm, texture defects, reduced syneresis, increased buffering capacity causing a reduced rate of pH decline, and 'stratification' or layering of the solids can occur in the vat during the slow coagulation process. Both the total solids and the fat content of milk used to make Cream cheese influence the ease of whey separation, e.g., at a low fat content there may be a high concentration of cheese in the separator whey as the density of the cheese (which is greatly influenced by the fat content) becomes similar to the whey. Fat content and homogenization
Fat provides a perception of creaminess and improves the mouth-feel of acid dairy products. Homogenization of milk for fresh cheese manufacture helps to prevent fat separation during storage, improves consistency, increases whiteness and reduces whey separation. Milk is usually homogenized at a pressure in the range 10-20 MPa, at a temperature in the range 55-65 ~ prior to heat treatment of the mix. It is considered that homogenized full-fat milk produces a firmer gel than those made from skim milk (Becker and Puhan, 1989). An increase in homogenization pressure has been reported to increase the viscosity of full-fat acid milk gels (Puhan, 1988). In the manufacture of high-fat acid milk gels, the use of a higher homogenization pressure or multiple passes to produce smaller milk fat globules in the milk results in an increased G' value and a higher yield stress value calculated from flow curves (Sanchez et al., 1995). The nature of the fat globule membrane determines the types of interaction that can occur between fat globules and the protein matrix. Fat globules act as an inert filler if the native fat globule membrane is intact since this membrane does not interact with casein particles (van Vliet and Dentener-Kikkert, 1982; van Vliet, 1988). The G' value of acid milk gels decreases with an increasing volume fraction of fat, which has an intact native fat globule membrane (van Vliet and DentenerKikkert, 1982; van Vliet, 1988). In homogenized or recombined milk, the native membrane is replaced largely by casein and some whey proteins so that the
surface of fat particles can interact with the protein matrix (largely casein but some denatured whey proteins when the gel is made from heated milks) of acid milk gels (van Vliet and Dentener-Kikkert, 1982; van Vliet, 1988). In acid milk gels made from recombined milk, G' increases with an increasing volume fraction of fat (van Vliet and Dentener-Kikkert, 1982; van Vliet, 1988; Lucey et al., 1998b). Cho et al. (1999) showed that the G' of acid milk gels made from either heated or unheated milk is influenced by the nature of the fat globule membrane; gels containing fat globules stabilized by sodium caseinate or denatured whey proteins had very high G' values compared with those stabilized with SMP or native whey proteins. Homogenization or shearing of high-fat acid gels, such as is practised in the manufacture of Cream cheese, results in increased firmness, and brittleness becomes more evident if shearing of the hot cheese is excessive (Guinee et al., 1993). There is a general trend for lower fat products to be more susceptible to a 'chalky' or 'grainy' defect (Muir, 2000). This may be due partly to the creamy mouth-feel imparted by fat to dairy products. pH and calcium content
It is usually considered that the optimum pH for the firmness/viscosity of acid milk gels is ---4.6. If the pH falls below about 4.2, the gel may become weaker and more susceptible to syneresis. A pH of 4.6-4.75 at cutting is often recommended for Cottage cheese; a higher pH gives a firmer coagulum while a lower pH gives a softer curd (Emmons and Tuckey, 1967; Emmons and Beckett, 1984). A higher pH at cutting probably results in a greater retention of Ca as CCP within casein particles. Electrostatic repulsion between casein molecules is increased by dissolving the CCP (Horne, 1998). Acid casein gels with a very high pH value (e.g., -->4.8) have a much greater tendency to synerese than gels with a low pH value (<--4.6) (van Vliet et al., 1997). The total calcium content of most fresh cheeses is low due to the low pH achieved during fermentation which solubilizes a high proportion of the CCP, which is lost in the whey during drainage. Calcium chloride is often added to reconstituted milk used for Cottage cheese manufacture (e.g., White and Ryan, 1983), although it probably has only minor effects of gel firmness. Calcium fortification of fresh cheese is attractive from a nutritional perspective. The addition of CaC12 (even up to 0.1% which is well above the legal permitted level) did not increase the Ca content of Cottage cheese curd (Wong et al., 1976). Presumably, most of the added CaC12 was soluble at the low pH of acid milk gels. Acidification of milk to pH "-~4.9 solubilizes all the CCP (Pyne and McGann, 1960). In acid casein
Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels
manufacture, Jablonka and Munro (1986) considered that residual Ca 2+ on casein particles forms bridges between negatively charged groups of the caseins (e.g., phosphoserine), resulting in tighter, more compact curds and larger curd particles. Increasing the CaC12 concentration from 0 to 50 mM reduced the rate of casein aggregation (Bringe and Kinsella, 1993), presumably via charge neutralization/screening effects as well as 'salting-in' of the proteins. The addition of Ca-chelating agents, e.g., citrate, oxalate or ethylenediaminetetraacetic acid, to milk resulted in increased firmness of GDL-induced gels (Johnston and Murphy, 1992). The structure of casein micelles is disrupted when CCP is chelated and this open structure presumably provides additional possibilities for casein-casein interactions in acidified milk products. Excessively high calcium levels have been associated with a 'bitter' taste in fresh products, such as Quarg, although no clear mechanism has been proposed for how this 'bitterness' develops.
Acknowledgements The author would like to thank Tao Wang, Wonjae Lee and Chanokphat Phadungath for preparing various milk gel samples. The author is grateful for the financial support for this research by the Wisconsin Center for Dairy Research, Wisconsin Milk Marketing Board, and the USDA Cooperative State Research, Education and Extension Service (CSREES) project WLSO4363.
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Starter Cultures: General Aspects E. Parente, Dipartimento di Biologia DBAF, Universit& della Basilicata, Potenza, Italy T.M. Cogan, Dairy Products Research Centre, Teagasc, Fermoy, Co. Cork, Ireland
Cheese cannot be made without the use of certain species of lactic acid bacteria (LAB), the major functions of which are to produce lactic acid from lactose during manufacture and cause biochemical changes during ripening, which help to develop the characteristic flavour of the cheese being made. The LAB involved are called Primary Cultures. These organisms are also called starter bacteria because they 'start' (initiate) the production of lactic acid. Generally, the starter bacteria are carefully selected and deliberately added to the milk before cheesemaking but, for some cheeses, particularly Spanish and Italian varieties, no starter is added. Instead, the cheesemaker relies on adventitious contaminants present in the milk used to make the cheese. The main species involved include Lactococcus lactis, Leuconostoc sp., Streptococcus thermophilus, Lactobacillus delbrueckii subsp, lactis, Lb. delbrueckii subsp, bulgaricus and Lb. helveticus but not all of them are used in every cheese variety. The first two organisms are used in most cheese varieties while the latter are used in cheeses like Emmental and Parmigiano Reggiano and Pizza/Mozzarella cheese, which are heated to a high temperature during manufacture. In many artisanal cheeses, especially those produced in Mediterranean countries, other LAB, including Lb. casei, Lb. plantarum, Ec. faecalis, Ec faecium, Lb. salivarius, and Staphylococcus species are also found. Other microorganisms are also used in cheesemaking, e.g., Propionibacterium freudenreichii, Brevibac-
terium linens, Debaryomyces hansenii, Geotrichum candidum, Penicillium roqueforti and P. camemberti. These organisms have no function in acid production and are called Secondary Cultures. Their major role is to produce organoleptic and biochemical changes in or on the cheese. These include the production of CO2 by P. freudenreichii in Emmental cheese ('Cheese With Propionic Acid Fermentation', Volume 2), the blue veins in Blue cheese, caused by growth of P. roqueforti ('Blue Cheese', Volume 2) or the velvet-like coat of P. camemberti (mainly) which develops on Camembert cheese during ripening ('Surface Mould-Ripened Cheese', Volume 2). Since the last edition of this book (Fox, 1993) there has been an explosion in scientific information on starter LAB. This has necessitated the division of the
review of starter cultures into four chapters. This chapter is devoted to general aspects of starter cultures but it cannot be considered to be exhaustive because of the time required to digest and assimilate the considerable literature currently available on these important bacteria. The approach taken is to highlight recent studies on important aspects of starter cultures. Further information on many aspects of starter cultures can be obtained in the symposia on LAB held every three years in The Netherlands (Venema et al. 1996; Konings et al., 1999; Siezen et al., 2002), the colloquia held every few years in France (Anonymous 1996, 1998, 2000, 2001), Cogan and Accolas (1996) and Salminen and von Wright (1998).
T a x o n o m y and Strain Identification Except for Sc. thermophilus, there have been no changes in the taxonomy of the starter bacteria since the previous review by Cogan and Hill (1993). In 1984, Sc. thermophilus was classified as a sub-species of Sc. salivarius (Farrow and Collins, 1984) but extensive DNA:DNA hybridization studies under stringent conditions and physiological data have provided evidence to re-confer species rank on the organism (Schleifer et al., 1991). A new species, Streptococcus madedonicus, has been recently isolated from Kasseri cheese (Tsakalidou et al., 1998). It does not hybridize with Sc. thermophilus and differs from it in not producing [3-galactosidase and in producing acid from cellobiose, maltose and N-acetyl glucosamine; Sc. macedonicus shows 96% similarity in 16S and 23S rDNA sequences with those of Sc. thermophilus. Another new species, "Sc. waius", isolated from biofilms formed on exposure of stainless steel surfaces to pasteurized milk, is identical to Sc. macedonicus (Manachini et al., 2002). Until recently, it was difficult to distinguish between strains of the same species but the advent of modern molecular techniques, particularly sodium dodecyl sulphate polyacrylamide gel electrophoresis (SDS-PAGE), randomly amplified polymorphic DNA (RAPD) and pulse field gel electrophoresis (PFGE) has changed this significantly. Many isolates from natural cheese cultures show considerable heterogeneity and these
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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124
Starter Cultures: General Aspects
techniques have proved to be very useful in determining how many strains are present (Giraffa et al., 1998). Separation of whole-cell proteins by SDS-PAGE or DNA fragments by agarose gel electrophoresis results in characteristic patterns, which can be scanned, normalized and compared. RAPD is a polymerase chain reaction (PCR) technique in which a random primer of > 10 nucleotides is used as a template to generate DNA fragments which are then separated by gel electrophoresis. This is a rapid procedure. PFGE is a procedure where the total DNA is extracted from the cells and hydrolysed with rare-cutting restriction enzymes into large fragments, which are then separated by gel electrophoresis. This is a slow and labour-intensive technique but the band patterns are very reproducible and allow one to discriminate objectively between different strains and decide unequivocally if strains are the same or not. PFGE was used by Boutrou etal. (1995) to classify 18 strains of Sc. thermophilus into two groups, and by O'Sullivan and Fitzgerald (1998) to separate 16 strains of the same species into three groups, which corresponded broadly with their proteolytic and acidifying properties. Moschetti et al. (1998) showed that in 51 strains of Sc. thermophilus, the 16S-23S rDNA intergenic spacer region gave a single amplification product of 350 bp; cleavage of the product with HaeIII gave two different restriction patterns. Considerable heterogeneity was found among 40 strains of Sc. thermophilus using RAPD-PCR and the M13 primer; three broad clusters were found, which were partly correlated with the source of the isolates (Giraffa et al., 2001). Various molecular techniques, including RAPD, PFGE and SDS-PAGE, have also been used to characterize different Lb. helveticus isolates. Lombardi etal. (2002) showed that 67 strains of Lb. helveticus isolated from whey starters and cheese could be grouped using a combination of genotypic (RAPD) and phenotypic methods. The grouping corresponded with the cheese from which the strains were isolated in the case of Monte Veronese and Provolone cheeses but not Grana cheese. In contrast, RAPD provided clear differentiation between 23 strains of Lb. helveticus isolated from Grana and Provolone cheeses (Giraffa et al., 1998). The number of isolates (23) in the latter study was small and a greater number may have allowed less clear conclusions. SDS-PAGE of cell-wall proteins clearly separated isolates of Lb. heleveticus from Grana and Provolone cheese (Gatti et al., 1999). PFGE was used to show that at least 15 different strains of Lb. helveticus are in use in the US as starter cultures, including mixed-cultures containing one to four strains (Jenkins et al., 2002). The RAPD technique has also been shown to be useful for discriminating between a large group of strains of
lactococci (Tailliez et al., 1998). The analysis resulted in three major groups, two of which, G 1 and G3, contained Lc. lactis subsp, lactis and the other Lc. lactis subsp, crernoris. PFGE has also been used to characterize lactococci (Tanskanen et al., 1990), and unrelated strains showed quite different patterns. Phage-resistant derivatives yielded identical or almost identical patterns to that of the parent strain, indicating the usefulness of PFGE to discriminate between closely related strains. PFGE has also been used to follow the diversity of Lc. lactis in Pecorino Sardo cheese (Mannu et al., 2000). The divergence in the DNA sequences of Lc. lactis subsp, lactis and Lc. lactis subsp, cremoris is estimated to be between 25 and 30% (Godon et al., 1992). Lc. lactis subsp, lactis differs from Lc. lactis subsp, cremoris in 9-10 bp in the sequence of the V1 region of the 16S rRNA gene and this has allowed specific DNA probes for the different species of lactococci and leuconostocs to be designed (Klijn et al., 1991). A novel method for distinguishing between Lc. lactis subsp, lactis and Lc. lactis subsp, cremoris was proposed by Nomura et al. (1999), who showed that Lc. lactis subsp, lactis produced y-aminobutyric acid by decarboxylation of glutamate while Lc. lactis subsp, cremoris did not. A recent study (Kelly and Ward, 2002) has shown that strains of Lc. lactis subsp, cremoris having a lactis phenotype can be isolated in low numbers from dairy and plant environments; the opposite, i.e., Lc lactis subsp. lactis with a cremoris phenotype can also be found but is rare.
Types of Cultures Starter cultures may be classified on the basis of their function, their temperature of growth or their composition. Some examples are presented in Table 1. Primary starters are involved mainly in the production of lactic acid from lactose, which occurs early in cheese production. Therefore, high numbers of active cells are added to the cheese milk. However, many of them also produce volatile compounds, e.g., diacetyl from citrate, which is an important flavour component of fresh cheese, and CO2 from lactose (heterofermentative species) and citrate (homofermentative and heterofermentative species) which contribute to the open texture of some cheeses. Their proteolytic systems are also involved in flavour and aroma development in ripening cheeses. Moreover, by lowering the pH and Eh, by competing with spoilage and pathogenic microorganisms and by producing antimicrobial compounds, they also contribute to the microbial safety of cheese. The secondary microflora is more varied, both from a taxonomical and a functional point of view: non-starter
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Starter Cultures: General Aspects
lactic acid bacteria (NSLAB), propionibacteria, coryneforms, staphylococci, yeasts and moulds may all contribute to the organoleptic properties of cheeses. Because these microorganisms play their role during ripening, high initial numbers are not needed and natural contamination, from milk and the cheese environment, is still relied upon in many cheese varieties. However, improvement in the hygiene of milk and the need for standardization and acceleration of ripening have resulted in blander-flavoured cheese. This, in turn, has prompted the use of many secondary starters or adjuncts to improve the sensory properties of cheese, or its health benefits (probiotics) (see 'Secondary and Adjunct Cultures', Volume 1). Primary starters are usually classified as mesophilic or thermophilic. The latter are characteristics of Italian (Grana, Pecorino, Mozzarella) and Swiss (Emmentaler, Sbrinz, Gruyere) cheese varieties, where a high temperature (>37 ~ but generally 48-52 ~ prevails during the early phases of cheesemaking. Mesophilic starters are used in all cheese varieties in which the temperature of the curd during the early stage of acid production does not exceed ---40~ (Cheddar, Gouda, Edam, Camembert, etc.). However, this distinction is losing some of its meaning, since mesophilic and thermophilic species are often found (or used) together in both mixed and defined starters for the manufacture of cheeses like Mozzarella (Limsowtin et al., 1996; Parente et al., 1997) and Cheddar (Beresford et al., 2001). Probably, the most common classification of starter cultures is based on the complexity of the culture and the way it is reproduced (Limsowtin et al., 1996). All starter cultures available today are derived in one way or another from natural (or artisanal) starters of undefined composition (i.e., containing an undefined mixture of different strains and/or species), reproduced daily in cheese factories by some form of backslopping. Reports on adding sour cream or buttermilk to cream to improve the quality of butter in Denmark date back to the 1860s and the use of natural whey cultures (i.e., the addition of whey from a previous cheesemaking batch to cheesemilk) for Grana production dates from 1890 (Bottazzi, 1993). Natural starters are still used widely in Europe (Limsowtin et al., 1996; Beresford et al., 2001) and in Argentina (Reinheimer et al., 1996). However, for many cheeses they have been replaced by commercial mixed-strain starters (MSS), derived from the 'best' natural starters and reproduced under controlled conditions by specialized institutions (Dairy Research Centres or commercial starter companies) and distributed to cheese plants which use them to build up bulk starter or for directvat inoculation (see below). While the composition of MSS is undefined, their reproduction under more con-
trolled conditions reduces the intrinsic variability associated to the use of artisanal starters. Natural starter cultures and commercial MSS, because of their long history, are called traditional starters (Limsowtin et al., 1996) as opposed to definedstrain starters (DSS). These are composed of one or more strains (cultures with up to 13 strains are used in Switzerland) which were first used in New Zealand for Cheddar cheesemaking in the 1930s. Like MSS, DSS are selected, maintained, produced and distributed by specialized institutions. Because of their optimized, highly reproducible, performance, and their high phage resistance, DSS have replaced traditional starters in the production of many cheese varieties, including some PDO European varieties. While the development of DSS is still based largely on the isolation and selection of strains from raw milk, cheese or traditional starters (Limsowtin et al., 1996; Wouters et al., 2002), the need to improve the control of phage under the high selective pressure imposed by production schedules in large-scale cheesemaking and the availability of food-grade cloning and gene transfer systems have led to the development and use of genetically enhanced strains in DSS by the introduction of natural phage resistance mechanisms into industrial strains (Coffey and Ross, 2002; 'Starter Cultures: Bacteriophage', Volume 1). These strains are not classified as GMOs according to current European and US definitions (Kondo and Johansen, 2002) and their use is not restricted. Issues related to consumer acceptability have limited the commercial use of engineered strains of starters, developed to show improved autolysis, improved a r o m a - p r o d u c i n g properties, over-expression of peptidases, novel phage resistance mechanisms, etc. (Kondo and Johansen, 2002). Natural starter cultures
Natural starter cultures are reproduced daily at the cheese plant by some form of backslopping (i.e., the use of an old batch of a fermented product to inoculate a new one) and/or by application of selective pressure (heat treatment, incubation temperature, low pH). No special precautions are used to prevent contamination from raw milk or from the cheesemaking environment and control of media and culture conditions during starter reproduction is very limited. As a result, even in any given cheese plant, natural starters are continuously evolving, undefined mixtures composed of several strains and/or species of LAB. The composition and techniques for the production of artisanal starters have been reviewed by Limsowtin et al. (1996). Two subtypes are recognized, whey- and milk-starters, depending on the medium and techniques used for their reproduction.
Starter Cultures: General Aspects
Natural whey cultures are prepared by incubating some of the whey drained from the cheese vat overnight under more or less selective conditions. The composition and the biological diversity of the culture are strictly dependent on the selectivity of the incubation conditions. In the manufacture of Parmigiano Reggiano and Grana Padano cheese (see 'Extra Hard Varieties', Volume 2), whey is removed for the cheese vat at the end of cheesemaking at 48-52 ~ and is incubated overnight at a controlled temperature (45 ~ or in large containers in which the temperature decreases to 37-40 ~ to a final pH as low as 3.3 (Limsowtin etal., 1996). The resulting whey culture (siero-fermento, siero-innesto) is dominated by aciduric and/or thermophilic strains; Lb. helveticus usually dominates (>85%), but other species (Lb. delbrueckii subsp, lactis, Lb. ferrnentum, Sc. therrnophilus) may be present. Seasonal and geographical variations in the composition and performance of the culture have been observed. In a recent molecular ecology study (Cattivelli etal., 2002) it was shown that a limited number of strains (maximum 6) dominates the cultures, that a 'house'specific flora can be identified in different plants, and that Sc. thermophilus is found only in wheys incubated at a low temperature. Similar whey cultures are used in the production of pasta-filata cheese varieties in Italy (Limsowtin etal., 1996; Parente etal., 1997), hard cheese varieties in Argentina (Reinheimer et al., 1996), and Comte cheese in France (Bouton et al., 2002). Other types of whey cultures include deproteinized whey starters (scotta-innesto) used for the manufacture of Pecorino cheese (Limsowtin et al., 1996; Mannu et al., 2002; see 'Cheeses Made from Ewes' and Goats' Milk', Volume 2), and deproteinized whey starters with rennet (Fettsirtenmagenlab, Pr~.sure a la 'recruite') which are used for the manufacture of Swiss-type cheeses (Emmental, Sbrinz, Gruyere; see 'Cheese With Propionic Acid Fermentation', Volume 2) in small cheese factories in the Alps. Invariably, thermophilic lactobacilli (Lb. helveticus, Lb. delbrueckii subsp, lactis) dominate cultures produced under selective conditions (high temperature) while streptococci (Sc. therrnophilus, but also lactococci and enterococci) often dominate cultures incubated at a relatively low temperature ( < 4 2 ~ which usually show higher microbial diversity (Parente et al., 1997). Natural milk cultures (colture naturali in latte, lattoinnesti, lattofermento) are still used in small cheesemaking plants in both Southern and Northern Italy for the production of traditional cheeses. The selective pressure used for the development of the desired microflora includes thermization/pasteurization of raw milk (62-65 ~ for 10-15 min) followed by incubation at a high temperature (37-45 ~ until the desired titrat-
127
able acidity is reached. These cultures are usually dominated by Sc. thermophilus but other species may be present (Sc. macedonicus, enterococci, mesophilic lactobacilli; Limsowtin et al., 1996; Andrighetto et al., 2002). The use of natural starter cultures has both advantages and disadvantages. They are an extremely valuable source of strains with desirable technological properties (phage resistance, production of antimicrobials, aroma production), although many strains show limited acid production ability when cultivated as pure cultures (Cogan et al., 1997). Fluctuations in composition result in variable performance and this may not be acceptable in modern cheesemaking practice. Natural starters are considered to be highly tolerant to phage infection. Like the 'practice' MSS used in Dutch cheese manufacture (Stadhouders and Leenders, 1984), natural cultures are reproduced in the presence of phage, which exert selective pressure, which ultimately leads to the dominance of resistant or tolerant strains. Occasionally, the development of highly virulent phage attacking the dominant strains may severely reduce culture activity, and time will be needed for the establishment of a new equilibrium. The presence of bacteria, like coliforms and enterococci (Coppola et al., 1988; Parente et al., 1997), in some natural starter cultures may also raise some concern. In Europe, the standards of identity of many PDO cheeses require the use of natural starter cultures, because a strict relationship is believed to exist between the use of given natural starter cultures and cheese properties. Molecular and technological characterization of Lb. helveticus strains isolated from natural starters used for Provolone and Grana cheese in Italy (Gatti et al., 1999; Giraffa et al., 2000) has indeed shown that strains from the cultures used for the two cheeses are different. On the other hand, Sc. thermophilus strains isolated from natural milk cultures used as starters for PDO cheeses produced under very similar conditions (Asiago d'Allevo, Montasio, Monte Veronese) cannot be distinguished by RAPD-PCR (Andrighetto et al.,
2002). Mixed-strain starters
When undefined cultures are propagated under controlled conditions with a minimum of subcultures, the stability of their composition and performance is greatly improved, without losing the advantage of tolerance to phage infection (Stadhouders and Leenders, 1984). Mixed-strain starters, obtained by careful selection of natural starters, are maintained, propagated and distributed by starter companies and research institutions, and are widely used for the production of
128
Starter Cultures: General Aspects
cheese in Europe (Table 1). The traditional method for the reproduction of MSS, which required several transfers in the cheesemaking plant to build up the bulk starter, starting from small amounts of stock cultures, has been replaced by the use of concentrated cultures for the inoculation of the bulk starter tank or for direct inoculation of the cheese milk, thus minimizing the need for transfers within the factory and the risk of fluctuations in starter composition and activity. Mixed-strain starters are usually classified as mesophilic or thermophilic, with an optimum growth temperature of 28-30 ~ and 42 ~ respectively (Limsowtin et al., 1996). Mesophilic MSS can be further classified on the basis of citrate fermentation and composition, as citrate-negative 'O' starters (which contain acidproducing Cit- Lc. lactis subsp, lactis and cremoris) or citrate-positive L, D and DL starters (containing Leuc. mesenteroides subsp, cremoris, Cit + Lc. lactis subsp. lactis, or both, respectively, in addition to acid-producing strains). Thermophilic MSS are used for the production of Italian and Swiss cheese varieties, and usually contain Sc. thermophilus alone or in mixtures with thermophilic lactobacilli (Lb. delbrueckii subsp, lactis, Lb. helveticus) (Gl~ttli, 1990). Like artisanal starters, MSS contain undefined mixture of strains, which differ in their physiological and technological properties (including phage resistance). Plasmid profiles and phage sensitivity have been used to estimate the diversity of strains in MSS, although other molecular methods (PFGE, RAPD-PCR, etc.) may provide a better estimate of strain diversity. In a recent study, Bissonnette et al. (2000) evaluated the diversity of Lc. lactis subsp, cremoris in seven MSS used for the manufacture of Cheddar cheese in Canada by isolating and typing a relatively large number of strains (30) from each culture. Two MSS were dominated by 2-3 strains, three by 7-9 strains but two had a high diversity, with 18-24 distinct strains; 32 different strains have been claimed to be present in an MSS used for Cheddar cheesemaking in Denmark (Josephsen et al. , 1999). Because they are derived from cultures which were reproduced in cheese plants without protection from disturbing phages, MSS contain many phage-resistant strains but also harbour their own phages (Stadhouders and Leenders, 1984; Limsowtin et al., 1996; Josephsen et al., 1999; Bissonnette et al., 2000). The development of MSS for the production of Dutch cheeses at NIZO (Stadhouders and Leenders, 1984) and thermophilic MSS (Rohmischkulturen) for the manufacture of Swiss cheese varieties by the Swiss Federal Dairy Research Station (Gl~ttli, 1990) are two examples of the successful development and long-term use of MSS (Limsowtin et al., 1996; 'Gouda and Related
Cheeses' and 'Cheese With Propionic Acid Fermentation', Volume 2). Even if MSS have a long history of successful use without severe inhibition by phage, one should not be overly confident that phage infection will never be experienced. Published studies on long-term monitoring of phage/starter interaction in cheese plants using MSS are rare. Josephsen et al. (1999) have documented the development of virulent phages in a factory which had been using the same MSS almost continuously before occasional slow acidification problems were experienced. The isolates from the MSS for which homologous phages were detected in cheese whey increased from 16 to 97% over 11 years, and their virulence increased greatly. In fact, while phages isolated when no acidification problem was experienced had restricted host range, long latent times (38-52 min) and relatively low burst sizes (35-84), phages isolated in recent year had broader host ranges (and were able to multiply on strains which were highly phage resistant), reduced latent times (35 min) and greatly increased burst sizes (120-200). Defined-strain starters
Mesophilic DSS originated in New Zealand in the 1930s, as a response to the occurrence of open texture defects in Cheddar cheese produced with MSS containing Cit + strains. The history of mesophilic DSS systems in New Zealand, Australia, USA and Ireland has been reviewed by Limsowtin et al. (1996). Since the strain and/or species ratio in DSS isdefined, their technological performance is extremely reproducible. This is obviously a highly desirable property in modern cheese plants with large throughputs of milk and tight production schedules. Since only a limited number of strains are used (commonly 2-6), phage infection may have destructive consequences on starter activity. In fact, the history of DSS is a continuous fight to devise measures to control phage infections. Singlestrain starters were used initially in New Zealand, but rapid onset of destructive phage infections, with complete loss of activity, occurred. These were then replaced by pairs of phage-unrelated strains, which were rotated daily, and measures to ensure aseptic reproduction of the starters were implemented (Whitehead and Cox, 1936). Rotations were cumbersome to maintain and they were replaced by an approach based on the selection of bacteriophage insensitive mutants (BIM; Heap and Lawrence, 1976). This approach allowed development of 3-day rotations with highly phage-resistant strains, which were subsequently used together in a single multiple-strain starter containing six strains
Starter Cultures: General Aspects
(Limsowtin etal., 1977). The difficulty of replacing strains led to the reduction of the number of components from six to five and finally to three. Such DSS are in use in Australia, New Zealand, USA and Ireland. In general, highly phage-resistant DSS are available either through research institutions (e.g., the Australian Starter Cultures Research Centre, or Fonterra Research in New Zealand) or from commercial suppliers. The strategy used for the management of DSS in Australia has been documented thoroughly (Limsowtin et al., 1997). Today, the selection of BIM has been largely replaced by strategies based on the introduction of natural phage resistance mechanisms into industrial strains (Coffey and Ross, 2002; see also 'Starter Cultures: Bacteriophage', Volume 1). Thermophilic DSS are also commercially available for the production of a variety of Italian- and Swisstype cheeses. Starters composed of single or multiple strains of Sc. thermophilus are still preferred in Italy for the production of high-moisture Mozzarella cheese, but associations of Sc. thermophilus and Lb. delbrueckii subsp, bulgaricus (rod:coccus starter cultures) are used for the manufacture of low-moisture Mozzarella cheese (Kinstedt, 1993; Oberg and Broadbent, 1993). The use of Lb. helveticus in place of Lb. delbrueckii subsp, bulgaricus has been claimed to present several advantages (Oberg et al., 1991) such as reduced make time and improved functional properties. Phage-resistance mechanisms are apparently less widespread among thermophilic starter cultures than in lactococci (Coffey and Ross, 2002). Due to the relatively narrow host range of Sc. thermophilus phage, use of rotations and BIMs is still relied upon to control phage infection in thermophilic starter cultures (Moineau, 1999). New sources of starters
Most, if not all, of the LAB found in starter cultures can be isolated from cheese made without the deliberate addition of a starter culture. Such strains are natural contaminants of milk which grow and produce acid during cheesemaking. The ultimate source of these bacteria remains to be determined. However, it is generally thought that plants and plant material are the natural habitat of Lc. lactis subsp, lactis. The habitat of Lc. lactis subsp, crernoris has not been determined but it can be isolated from dairy products. Many of the pure cultures of starter bacteria used in defined cultures are phage-related, implying that the number of different strains of starter bacteria is generally limited. Therefore, efforts have been made to isolate 'new' strains from raw milk, plants and other natural sources (Salama etal., 1995; Cogan etal., 1997; Wouters et al., 2002). Any potential new starter
129
strain must produce acid rapidly, lack off-flavour development in milk and be resistant to a mixture of common phage. Lc. lactis subsp, lactis but not Lc. lactis subsp, cremoris has been isolated from red nettles, common sow thistle, Himalayan blackberries, potato, cucumber, corn, sweet pea, beans, cantaloupe, corn and broccoli and many of them were good acid producers, coagulating milk in 18 h at 21 ~ (Salama et al., 1995). In contrast, very few strains of Lc. lactis (the sub-species was not determined) isolated from artisanal dairy products were good acid producers (Cogan et al., 1997). Some of them produce unusual flavours in milk. For example, the combination of a 'wild' starter, which had low protolytic activity and high amino acid decarboxylase activity, with a commercial strain, which had high proteolytic activity and low decarboxylase activity, resulted in the production of chocolate flavour in milk, due to several branched chain aldehydes and acids (Wouters et al., 2002).
Genome Sequence
Arguably, the most significant advance in starter cultures in the past 30 years has been the determination of the complete genome sequence of the chromosome of Lc. lactis IL 1403 (Bolotin et al., 1999). Almost 1500 genes were located and their functions classified on the basis of homology to human proteins. Five potential or rudimentary prophages were identified in the genome, implying that the ultimate source of phage is probably the starter cell itself. The analysis also showed that Lc. lactis has the potential to synthesize 20 amino acids and 4 co-factors. However, the presence of these genes does not mean that Lc. lactis will not require these compounds for growth. Since then, the genomes of three other LAB, Lb. plantarum, Lb. johnsonii and Lb. acidophilus, have also been sequenced, and 24 other LAB including other strains of Lb. lactis subsp, cremoris, Lb. debreuckii subsp, bulgaricus, Lb. casei, Lb. helveticus, Sc. thermophilus are on-going. Genome sequence projects for other nonLAB which are important in cheese ripening have either been completed (P. freudenreichii) or are ongoing (B. linens). The information that these data will generate will be of considerable benefit in understanding the fundamental metabolism of these bacteria, including the production of lactic acid, proteolytic systems, tolerances to heat, acid and salt stresses, production of bacteriocins and other anti-microbials. As many of them also have widely different ecological niches, the data should also be very useful in determining why particular species occupy a particular niche. Such data will also help in the development of
130
Starter Cultures: General Aspects
new strains or modification of common strains used as starter cultures (Klaenhammer et al., 2002).
Metabolism of Starter Cultures Sugar metabolism
Lactose is the major sugar in milk and its transport, metabolism and regulation in several different starter cultures have been reviewed (Poolman, 1993, 2002; Cocaign-Bousquet etal., 1996) and will not be reviewed further here. The salient features of the pathways used by different starter cultures are summarized in Table 2. Application of NMR has been very useful in understanding the flux through different pathways during growth and in understanding regulation of different aspects of metabolism in LAB and the literature has been reviewed by Ramos et al. (2002). NMR has also been useful in understanding exopolysaccharide (EPS) production. In the case of glucose metabolism, the results have shown that the rate of fructose1,6-bisphosphate consumption and the magnitude of the PEP potential (~PGA + PEP) are considerably higher when Lc. lactis is grown under aerobic than under anaerobic conditions, implying that NADH oxidase activity is important. Citrate metabolism
Citrate is present at a low concentration in milk and is metabolized by Leuconostoc subsp, and some strains of Lc. lactis subsp, lactis to CO2, which is responsible for eye formation in some cheeses, and diacetyl and acetate, which are important flavour components in fermented milks. The latter organism was called Sc. diacetylactis in the old literature and more recently Lc. lactis subsp, lactis biovar diacetylactis. This name has no taxonomic status and the correct way to refer to it is citrate-utilizing (Cit +) Lc. lactis subsp, lactis. Cit +
strains of Lc. lactis differ from the more normal noncitrate-utilizing (Cit-) strains in containing a plasmid which encodes the transport of citrate. Citrate metabolism in LAB has been reviewed by Hugenholtz (1993). In recent years, considerable effort has been devoted to understanding the energetics of citrate transport in Leuc. mesenteroides and Lc. lactis (Garcia-Quintans et al., 1989; Marty-Teyssett et al., 1996; Magni et al., 1999). In the absence of any other carbon source, Leuc. mesenteroides and Lc. lactis transport citrate in symport with a proton, which leads to the generation of a ApH or proton motive force. In the presence of D-lactate and glucose, citrate is transported by an antiport system with lactate being extruded; in this case, citrate metabolism is also more rapid. This is due to the fact that the exchange between citrate and lactate is much faster than the citrate/H + symport system. Since D-lactate is a product of sugar metabolism, the transporter operating under physiological conditions is likely to be that for citrate/lactate. An electrogenic citrate/D-lactate exchange occurs, generating a proton electro-chemical gradient across the membrane. This may contribute significantly to the enhanced growth of Leuc. mesenteroicles during co-metabolism of glucose and citrate. Co-metabolism of glucose and citrate by Leuconostoc subsp, results in a faster growth rate. This has been attributed to a metabolic shift in the glucose pathway, leading to increased ATP production (Cogan, 1987). The results of Marty-Teysset et al. (1966) suggest that the citrate/D-lactate exchange is also involved in producing energy. In Lc. lactis, co-metabolism of citrate and sugar does not result in a major effect on growth rate at neutral pH. However, at acid pH values (4.5), the citrate transport system is induced. Metabolism of citrate results in an increase in pH to a value at which the consumption of glucose begins (Garcia-Quintans et al., 1989). More recently, it has been suggested
Table 2 Salient features of lactose metabolism by starter organisms
Organism
Transporta
Pathway b
Cleavage enzyme c
Lactococcus lactis Leuconostoc spp.
PEP-PTS Permease
GLY PK
pl3gal 13gal
Sc. thermophilus Lb. delbrueckii Lb. helveticus
Permease Permease Permease
GLY GLY GLY
13gal 13gal 13gal
a b c d
PEP PTS, phosphotransferase system. GLY, glycolysis; PK, phosphoketolase. 13gal, phospho-13-galactosidase; 13gal, 13-galactosidase. These species metabolize only the glucose moiety of lactose.
Products (mol/mol lactose)
4 Lactate 2 Lactate + ethanol + 2 002 2 Lactate d 2 Lactate d 4 Lactate
Isomer of lactate L D L D DL
Starter Cultures: General Aspects
(Magni et al., I999) that the induction of the citrate metabolic pathway under acidic conditions makes the cells more resistant to the inhibitory effects of lactate.
131
Therefore, further growth requires the hydrolysis of milk proteins. In fact, the growth of many LAB is diauxic in milk; an initial fast growth rate, during which free amino acids and peptides are used up, is followed by a slightly slower rate during which further peptides and amino acids are obtained by hydrolysis of casein. Proteolysis is a major event in cheese ripening; the proteolytic system of the primary starter and of the secondary microflora contributes the production of hundreds of flavour compounds through the production of low-molecular weight peptides and amino acids and their subsequent catabolism. The role of proteolysis and amino acid catabolism in cheese has been addressed by several recent reviews (Sousa et al., 2001; Yvon and Rijnen, 2001) and is described in detail in 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1. The proteolytic system of LAB is composed of a cell-wall bound proteinase, transport systems for amino acids, di- and tripeptides and oligopeptides, a number of intracellular peptidases and some intracellular proteinases (Fig. 1). Several excellent reviews have been published on this topic (Kunji et al., 1996;
Nitrogen metabolism
Nitrogen metabolism by starters has an enormous impact on their activity and on cheese quality. To perform their main function of acid production in milk and curd, LAB must grow to high numbers, from ---1 • 106 cfu/ml in the inoculated milk to ---1 • 109 cfu/g in the cheese curd; syneresis of the curd due to expulsion of whey also contributes to the increase in cell numbers. Lactic acid bacteria are fastidious microorganisms and are unable to synthesize many amino acids, vitamins and nucleic acid bases. Depending on the species and the strain, LAB require from 6 to 14 different amino acids (Chopin 1993; Kunji et al., 1996). Although milk is rich in nitrogen, it is present mainly as protein. It has been calculated that the amount of free amino acids and low-molecular weight peptides present in milk can support only limited growth (10-20% of the final biomass of a fully grown culture of lactococci; Thomas and Pritchard, 1987).
OUT cell wall
IN peptidase
amino acids " ~ transport systems
fPro-specific peptidases-'~
9 XDAP (PepXs) / 9 proline iminopeptidase I Pepl) / ~ prolidase (PepQm) / ~.. prolinase (PepPm) J (1) v ~ -o ~. ~c~ EL
casein
PrtP
aa
4' amino acid catabolism arginine deiminase pathway aldolases arninotransferases decarboxylases dehydrogenases
/'qeneral peptidases 9 aminopeptidases (PepN m, PepCc) 9 dipeptidases (PepVm) 9 tripeptidases (PepT m) 9 endopeptidases
biosynthetic path protein synthesis
Glu-specific peptidases 9aminopeptidases (PepA
aroma compounds
lysis .
.
.
.
.
.
.
.
.
Figure 1 Schematic representation of nitrogen metabolism in lactic acid bacteria. The abbreviations refer to enzymes of Lactococcus lactis. The superscripts refer to classes of peptidases (c, cysteine peptidases; m, metallo peptidases; s, serine peptidases) (adapted from Kunji et al. (1996) and Sousa et al. (2001), Christensen et aL (1999) and Yvon and Rijnen (2001)).
132
Starter Cultures: General Aspects
Christensen et al., 1999; Siezen, 1999) and only a general overview will be presented here.
Proteinase Lactic starters degrade casein and large casein-derived peptides produced by milk and coagulant enzymes by a cell-envelope proteinase (CEE lactocepin, EC 3.4.21.96, also called the cell wall-bound proteinase; Kunji et al., 1996; Siezen, 1999). All CEPs from LAB described to date are serine-proteinases related to subtilisins. The CEP of Lc. lactis (PrtP) is the most extensively characterized. The proteinase gene (prtP), which may be located on plasmids or on the chromosome, encodes a protein of 1902 (Lc. lactis WG2 and NCDO763) or 1962 (Lc. lactis SK11) amino acids; the larger size is due to a duplication near the C-terminus. To date, several domains have been identified in PrtP (Fig. 2). A pre-pro domain (PP) is needed for secretion and processing. A signal sequence of 31-39 residues at the N-terminus is responsible for Sec-dependent (general) translocation of the pro-proteinase across the cell membrane, and a proteinase maturase (PrtM), encoded by a gene immediately upstream of prtP, cleaves the pro-region between Thr187 and Asp188, producing a catalytically active CEP. The catalytically active domain (PR, residues 188-699 of PrtP) is responsible for activity and substrate specificity of CEPs and is highly conserved. The three-dimensional structure of the PR domain of all subtilases has been predicted (Fig. 3; Siezen and Leunissen, 1997) and this has allowed scientists to engineer the stability, catalytic activity and specificity of the lactococcal proteinase (Siezen, 1999). Amino acid substitutions in positions 96-107 and
PrtH~'~ILB
H
PrtB
Figure 2 Representation of the predicted domain structure of the cell-envelope proteinase (CEP) of Lc. lactis (PrtP), Lb. helveticus (PrtH) and Lb. delbrueckii subsp, bulgaricus (PrtB). PP, prepro domain; PR, protease domain; I, insert domain; A, A-domain; B, B-domain; H, helical domain; W, cell-wall domain; AN, anchor domain (redrawn from Siezen, 1999).
125-130 of PrtP, corresponding to the substrate binding cleft, result in a variety of specificities towards degradation of Ors1-, 13- and K-casein. All CEPs have broad substrate specificity, and no consensus sequence for cleavage sites has been identified. Three further domains (I, A and B) may be important for the stability, specificity and regulation of the activity of the PR-domain, while a helix (H) domain positions PR, A and B domains away from the cell surface. The C-terminus of the proteinase is involved in binding to the cell wall; deletion analysis show that truncated forms lacking 130 or more residues are released into the medium. Incubation of the cells in a Ca-free buffer results in auto-proteolysis and release of a fragment of 135-145 kDa, which is still catalytically active. Two further domains, the W-domain, which is a cell-wall spacer and spans the peptidoglycan layer and a cell-wall anchor, the AN-domain, part of which is cleaved during translocation, anchor PrtP to the cell wall. Further CEPs have been characterized in thermophilic (Lb. helveticus, PrtH; Lb. delbrueckii subsp, bulgaricus, PrtB) and mesophilic lactobacilli (Lb. paracasei, Lb. rhamnosus). They all belong to the subtilase family and share many properties with the lactococcal PrtP, although specificities and domain structure may be different (Fig. 2). The catalytic domains of PrtP, PrtB and PrtH show higher degrees of homology than the other domains. The release of the CEP of thermophilic lactobacilli into the medium requires drastic treatments (lysozyme, osmotic shock, membrane solubilization); although they lack the AN domain, the W-domain is very basic and may bind to the cell wall by electrostatic interaction.
Transport systems and peptidases The activity of CEPs on caseins releases a large variety of oligopeptides; although most are in the range of 4-10 residues, peptides of up to 30 residues can be produced from ~-casein. No appreciable amounts of free amino acids, di- or tripeptides are produced by the action of CEP. It is now well recognized that all peptidases of LAB are located intracellularly and therefore peptides can be hydrolysed only if they are transported into the cell. Although lactococci (and other LAB) have many amino acid, and di- and tripeptide transport systems, the oligopeptide transport system (Opp) is essential for growth in milk. Opp can transport oligopeptides containing from 4 to 18 amino acids without any significant specificity for their composition (Detmers et al., 1998). Once peptides reach the cytoplasm, they are sequentially degraded by a large variety of peptidases (Kunji et al., 1996; Christensen et al., 1999). Due to the presence of high numbers of Pro and Glu residues
Starter Cultures: General Aspects
133
PrtP protease domain I N ~ +1~s
+12
C
+6 +18
+15
N -8
+3 H
+3
substrate
J
Figure 3 Three-dimensional model of the o>carbon backbone structure of the protease (PR) domain of the CEP of Lactococcus lactis (PrtP). The conserved core of subtilases (in grey), the position where residues are inserted or deleted (in white), the substrate binding cleft, the N- and C-termini of the PR-domain and the predicted position of bound calcium ions are shown (from Siezen, 1999).
in the caseins, general, Pro-specific and Glu-specific peptidases are needed to liberate essential amino acids for growth. Figure 1 shows the most important peptidases in Lactococcus lactis, some of which (PepN, PepC, PepX, PepV) have also been found in other dairy LAB. Many other peptidases have been characterized in other LAB (Christensen et al., 1999). Studies with single or multiple peptidase-deficient mutants have shown that, although lack of any single peptidase does not result in complete inhibition, the growth rates of peptidase-deficient mutants are usually lower than the wild type (7-120% increase in generation time; Christensen et al., 1999), with severe inhibition for multiple mutants. The contribution of the peptidases of lactic starters to the release of free amino acids in cheese is now well recognized. Although these enzymes are intracellular, they are liberated in cheese following autolysis of the
cells. Acceleration of autolysis and over-expression of peptidases have been used to accelerate cheese ripening (see 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). Amino acid degradation Degradation of amino acids has important implications for the metabolism of starter cultures (e.g., by providing energy in the sugar-depleted environment of cheese), for the safety of cheese (e.g., by production of biogenic amines by decarboxylation of Tyr, His, Trp), and for the production of flavour and aroma compounds. The breakdown of para-casein to amino acids and peptides by a combination of chymosin and proteinases and/or peptidases of the starter bacteria is generally considered to be the most important aspect of cheese ripening. However, amino
134
Starter Cultures: General Aspects
acids and peptides, of themselves, are not responsible for flavour development in cheese. The products of the catabolism of amino acids include alcohols, aldehydes, amines and organic acids and are considered to be of major significance in flavour foundation (see 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). Amino acid catabolism in LAB and in other dairy organisms and its relationship to cheese flavour have been reviewed recently (Christensen etal., 1999; Weimar et al., 1999; Yvon and Rijnen, 2001; 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). The arginine deiminase pathway yields energy directly through substrate-level phosphorylation. In addition, decarboxylation of Asp, Glu, His, Tyr and Trp to the corresponding amines yields energy through amine extrusion and the consequent generation of electrochemical gradients. Histamine, tyramine and tryptamine are biogenic amines, which have been involved in monoamine intoxication (Christensen et al., 1999). While some non-lactic microorganisms (Brevibacterium linens, yeasts, micrococci) initiate amino acid catabolism by elimination reactions, and threonine is catabolized by a threonine aldolase (which produces Gly and acetaldehyde), the first step in amino acid catabolism in LAB is usually a transamination reaction. Aminotransferases (AT) of LAB have broad and often overlapping specificities. Aromatic amino acid ATs (AraT) and branched chain amino acids AT (BcaT) catalyse the first step in the catabolism of aromatic and branched chain amino acids, respectively, resulting in the production of ot-ketoacids which are potent aroma compounds, e.g., c~-keto isovaleric acid, which is produced from Thr, or are converted further to aroma compounds (alcohols, aldehydes, esters, etc.) by a variety of enzymes. Transamination reactions generally require ot-ketoglutaric acid as a substrate, and the concentration of this ketoacid is limiting in cheese. In fact, addition of ot-ketoglutaric acid (oLKG) to cheese has been shown to greatly enhance flavour formation. Alternatively, ot-ketoglutaric acid can be produced from glutamate by strains with glutamate dehydrogenase activity (Yvon and Rijnen, 2001; Tanous et al., 2002). Of necessity, these reactions must be capable of progressing at relatively low pH (--5.0) and the relatively high salt concentrations (---6%), which occur in most cheeses during ripening. Such conditions limit enzyme activity significantly but small activities acting over the protracted period of cheese ripening are of considerable importance in generating flavour.
Lipases and esterases
Except for Parmigiano Reggiano, Pecorino and related Italian cheeses, and Blue cheeses, limited lipolysis occurs in cheese during ripening. Nevertheless, the limited level, which does occur, is considered to be important for flavour and taste perception. Esterases have been purified from several starter and LAB, including Lc. lactis (Holland and Coolbear, 1996; Chich et al., 1997), Sc. thermophilus (Liu et al., 2001) and Lb. plantarum (Gobbetti et al., 1997). All of them are serine enzymes that preferentially hydrolyse butyrate esters and are optimally active at pH-->7. Some of them have no activity at pH 5.0; nevertheless, a very small amount of activity over a long time could result in significant hydrolysis of fat during cheese ripening. The major tributyrin esterase of Lc. lactis has been cloned, over-expressed and characterized (Fernandez et al., 2000). The purified enzyme showed a preference for short-chain acyl esters and also phospholipids, suggesting that it may be involved in phospholipid metabolism in vivo. Growth
Chemically defined media (CDM) for the growth of Lc. lactis, Leuc. mesenteroides and 5c. thermophilus have been developed (Jensen and Hammer, 1993; CocaignBousquet et al., 1995; Foucaud et al., 1997; Letort and Juillard, 2001). Maximum specific growth rate ranges from 0.4 to 1.0 h -1. The medium for 5c. thermophilus contains only 20 components, including six amino acids (glutamine, cysteine, methionine, leucine, isoleucine and valine). Addition of pyridoxamine eliminated the need for nucleic acid bases in the case of 5c. thermophilus and Lc. lactis. Growth of Lc. lactis NCDO 2118, which was isolated from a vegetable source, and Lc. lactis IL 1403, which was isolated from a dairy source, in a CDM were compared by Cocaign-Bousquet et al. (1995). N CDO 2118 required no amino acid (prototrophic), while IL 1403 required several amino acids, including glutamate, arginine, methionine, valine, leucine or isoleucine (auxotrophic), when the single omission technique was used to identify a requirement. However, in a simplified CDM, NCDO 2118 required glutamate, methionine, isoleucine, leucine, valine and serine, indicating that proto/auxotrophy is partly dependent on the composition of the medium. The dairy strain showed an additional requirement for arginine, histidine and threonine. Lactic acid bacteria do not have a functional TCA cycle and hence most of them require the glutamate but, surprisingly, not the aspartate, family of amino acids. A gene cluster coding for citrate synthase, aconitase and isocitrate dehydrogenase has been identified
Starter Cultures: General Aspects
in Lc. lactis C2 (Wang et al., 2000). Lc. lactis NCDO 2118 was able to grow in a CDM containing otKG but no glutamate, but the lag phase depended on the concentration of otKG added (Lapujade et al., 1998). No glutamate dehydrogenase activity, the enzyme which is used in many bacteria to produce glutamate directly from otKG, was detected but transaminase activities, with several amino acids as amino group donors and otKG as acceptor, were detected. Indeed, addition of otKG to milk before cheese manufacture also increases flavour development during ripening (Yvon and Rijnen, 2001), indicating the importance of amino acid transferase activity in the maturation of cheese (see later). Niven etal. (1998) found biphasic growth of Lc. lactis MG 4685 in milk, with a faster initial rate (0-4 h) followed by a slower (4-8 h) one. There was little change in the concentration of amino acids during the first phase while the second phase correlated with increased production of amino acids; however, significant decreases in glycine and alanine occurred during both growth phases. The growth rates of Lc. lactis ML3 and Wg2 decreased rapidly above pH 7 when grown on a synthetic medium containing glutamate but not glutamine (Poolman and Konings, 1988). If glutamate was replaced by glutamine, the pH of growth was extended to 8.0, indicating that the unionized form of glutamic acid, rather than the ionized form, is transported by the glutamic acid/glutamine transporter in these organisms. At alkaline pH, the rate of growth in the absence of glutamine is limited because less unionized glutamic acid is available at the higher pH values. The effect of different environmental conditions on the rate of growth of starter bacteria, particularly Lc. lactis, has been investigated in several recent studies. Generally, lactococci produce other products of sugar metabolism besides lactate when grown on galactose or a low level of glucose (Thomas et al., 1979). In contrast, Even et al. (2001) showed that Lc. lactis subsp, lactis IL1403 retained its homolactic behaviour on glucose and galactose in two different minimal media of different nutritional complexities, despite significant variations in both growth rate and sugar consumption. Lactic acid bacteria are essentially fermentative organisms but they are also capable of consuming oxygen with the formation of H202. Under these conditions, various NADH oxidases and peroxidases are produced to reduce the toxic H202 (Duwat et al., 2001; van Niel et al., 2002). LAB are therefore considered to be aerotolerant organisms. An NADH oxidase has been purified from Lc. lactis MG1363 (Lopez de Felipe and Hugenholtz, 2001). Oxygen can be beneficial to Lc. lac-
135
tis during aerobic growth if heme is also present. Lc. lactis MG1363 grown in M17 (glucose) in the presence of 10 tzg haemin/ml produced increased biomass and retained almost 100% viability over 70 days at 4 ~ (Duwat et al., 2001). Growth also resulted in changes to a heterolactic fermentation. The results were correlated with the production of cytochrome oxidase, which is required for respiration, late in growth. Another recent study (van Niel et al., 2002) has shown that the intracellular concentration of pyruvate in Lc. lactis subsp, lactis ATCC 19435 can reach 93 mM, which rapidly destroys H202 non-enzymatically. A plasmid-free strain of Cit + Lc. lactis DRC1 grew at a significantly (5%) faster rate in complex broth than the parent strain. The slower growth rate of the parent was due to the presence of a small (7.4 kb) plasmid (Kobayashi et al., 2002).
Metabolic engineering
Lactic acid bacteria have a relatively simple sugar metabolism and homofermentative strains convert >90% of metabolized sugar to lactic acid. Other products, some of which are commercially important, e.g., diacetyl, are also produced but in much smaller amounts. Because LAB are GRAS organisms, with a relatively simple metabolism, efforts have been made to get them to over-produce these minor products. The metabolic engineering of LAB to produce these products has been reviewed (Hoefnagel etal., 2002; Hugenholtz et al., 2002). Diacetyl is produced chemically from ot-acetolactate (AL) which is produced from pyruvate which, in turn, is produced from citrate, ot-Acetolactate is highly unstable and breaks down to diacetyl when 02 is present and to acetoin when 02 is absent. Acetoin production from AL is also catalysed by AL decarboxylase but there is no enzyme which produces diacetyl from AL. Platteeuw et al. (1995) cloned the AL synthase gene from Lc. lactis MG 1363 into Lc. lactis MG 5267 and obtained a 100-fold increase in AL production. Only lactic acid was produced by the strain under anaerobic conditions but 26 and 42% of the pyruvate was converted to acetoin under aerobic conditions at pH 6.8 and 6.0, respectively. An LDH-deficient strain of Lc. lactis MG 5267, grown anaerobically, produced significant amounts of fumarate, ethanol, acetoin and butanediol. Under aerobic conditions, approximately half of the pyruvate was converted to acetoin and onethird to butanediol. To produce diacetyl in such systems, the acetolactate decarboxylase gene, as well as the ldh gene must be inactivated. This was partially accomplished by random mutagenesis of three strains of a Cit + strain of Lc. lactis by Monnet et al. (2000).
136
Starter Cultures: General Aspects
The strains were deficient in ALD and had much lower LDH activity than the parent strains. The 'double' mutants produced up to four times more AL and acetoin and two times more diacetyl than the parent under partially anaerobic (not defined) conditions and grew very poorly in milk under aerobic conditions. Addition of yeast extract (0.2 g/L) or catalase (70 U/ml) increased the level of AL and resulted in the production of 5 and 6 mM diacetyl, respectively; however, acetoin was still produced. Recently, the ALD in Cit + Lc. lactis subsp, lactis has been shown to be a key regulator of valine and leucine biosynthesis as well as in the production of acetoin by controlling the flux of acetolactate (Goupil-Feuillerat et al., 1997). Overproduction of NADH oxidase and inactivation of ALD have also been shown to increase diacetyl production in aerated cultures of Lc. lactis (Hugenhohz et al., 2000). Lb. helveticus has two different LDHs which produce both L and D lactate. Inactivation of the D LDH in Lb. helveticus CNRZ 32 resulted in a strain which produced the same amount of lactic acid as the parent strain but all of it was in the L form (Bhowmik and Steele, 1994). Lb. plantarum also produces both D and L lactate. Inactivation of both enzymes resulted in a strain which produced acetoin (mainly) and small amounts of ethanol and mannitol from glucose (Ferain et al., 1996). Mannitol has a sweetness value about half that of sucrose and, since it cannot be metabolized by humans, it is considered a low-calorie sweetener. Therefore, mannitol over-producing strains may have applications in the production of functional foods. Lc. lactis can metabolize mannitol (Neves et al., 2002) but leuconostocs will produce mannitol during growth on fructose (Grobben et al., 2001). Autolysis
Cell lysis, and the consequent release of intracellular enzymes, particularly peptidases and amino aciddegrading enzymes, is receiving considerable attention as an important aspect of flavour development in cheese since Feirtag and McKay (1987) discovered that temperatures close to the cooking temperature of Cheddar cheese cause the lysis of many starter strains, including Lc. lactis subsp, cremoris SKl l, AM1, AM2, US3 but not E8 or KH. This is due to induction of temperate phage. Interestingly, the thermo-inducible strains do not produce bitterness in cheese while the non-inducible strains do. Since then, several groups have identified other thermo-inducible strains (Langsrud etal., 1987; Chapot-Chartier etal., 1994) and the ability to lyse has become an important factor in selecting starters for cheesemaking because of the
increased release of intracellular enzymes. Crow et al. (1995) and Pillidge et al. (2002) reviewed autolysis in LAB, mostly lactococci, and the consequences for cheese ripening, particularly proteolysis. Prophageinduced lysis should be distinguished from true autolysins, which are also found in lactococci (Buist et al., 1998). These findings have stimulated the study of the effect of strains with different lytic and proteolytic properties to make different cheeses, including Cheddar (Wilkinson et al., 1994), St Paulin (Boutrou et al., 1998; Lepeuple et al., 1998) and Gouda (Meijer et al., 1998). Lysis is normally measured by the release of intracellular marker enzymes and concomitant increases in soluble N and free amino acids. In Cheddar cheese ripened at 4 or 10 ~ flavour formation was best in the cheese made with Lc. lactis AM2, the strain showing greatest lysis (Wilkinson et al., 1994). NSLAB numbers reached > 106 cfu/g within 1-2 months and flavour was evaluated at 4 months but the contribution of NSLAB to the overall flavour of the cheese does not appear to have been considered. Strain AM2 and a prophage-cured derivative have also been evaluated in St Paulin cheese (Boutrou et al., 1998). The parent strain underwent greater lysis and produced greater amount of amino N; NSLAB counts were <105 cfu/g and the prophage-cured derivative produced a bitter cheese compared with the parent strain. In another study on St Paulin (Lepeuple et al., 1998), five starters with different lytic and proteolytic properties were evaluated for their effect on the flavour of the cheese. Lysis positively influenced the ripening and flavour of the cheese but strains with low peptidase activities and low lytic properties produced bitter cheese. These studies confirm that cell lysis is important in the development of flavour in cheese during ripening. Autolysis appears to be a general property of LAB as Sc. thermophilus, Lb. helveticus and several strains of leuconostocs have also been shown to be lytic (Sandholm and Sarimo, 1981; Lortal et al., 1997; Cibik and Chapot-Chartier, 2000; Husson-Kao et al., 2000). It is not clear if lysis also occurs in NSLAB. Temperate phage is involved in Sc. thermophilus (Husson-Kao et al., 2000) but whether phage are involved with the other organisms was not reported. In the case of Sc. thermophilus, autolysis occurred in response to the depletion of lactose in the medium. Bacteriocins
Bacteriocins are proteins produced by various bacteria, which inhibit the growth of other bacteria. The inhibitory host-range and the molecular mass can be either large or small. Bacteriocins produced by LAB are
Starter Cultures: General Aspects
divided into three classes: lantibiotics, small heatstable non-lantibiotics and large heat-stable bacteriocins (Nes etal., 1996). Nisin, the best known bacteriocin, is a lantibiotic which is produced by some strains of Lc. lactis, and is used commercially in more than 50 countries as a food preservative to control the growth of spoilage and pathogenic bacteria. Lantibiotics are distinguished by the presence of unusual amino acids, e.g., didehyroalanine and didehydrobutyrine, which are produced by post-translational modificiation of serine and threonine, respectively. Generally, bacteriocins are single compounds but some bacteriocins comprise two components. For more information, see the recent reviews of McAuliffe et al. (2001) and Twomey et al. (2002). Bacteriocins are receiving considerable attention because many of them inhibit a wide range of Grampositive spoilage and pathogenic bacteria, especially Listeria monocytogenes. The latter is a particular problem in cheese because it can grow at high salt concentrations, low temperatures and low pH, all of which typically occur in cheese. The surface of smear-ripened cheeses is a particular problem because of the increase in the pH of the surface during ripening (see 'Surface Mould-ripened Cheeses' and 'Bacterial Surface-ripened Cheeses', Volume 2). Bacteriocins have also been used to increase lysis of starter cells during cheese ripening resulting in better flavour. The number of bacteriocinproducing cells must be carefully controlled in the latter application so that only limited reduction in the ability of the starter culture to produce lactic acid occurs during cheese manufacture (Ross et al., 1999). They also have potential in cheese ripening to control the growth of NSLAB. Stress responses Lactic acid bacteria are characterized by their ability to produce large amounts of lactic and sometimes also acetic acid during growth, which cause a significant reduction in pH. Some starter bacteria are also subjected to a considerable range of temperature during cheese manufacture. For example, thermophilic starters are usually grown at 37-42 ~ but must withstand temperatures of up to 54 ~ in the manufacture of some cheeses, e.g., Emmental and ParmigianoReggiano. Thus, tolerance to acid and temperature and indeed other stresses is being actively studied. Acid tolerances can be of two types, a general stress response, which occurs during the stationary phase of growth and an adaptive response, which develops during the logarithmic phase of growth, called the logarithmic acid tolerance response (LATR) (van de Guchte et al., 2002). Induction of the LATR can also protect LAB against temperature, salt and H202
137
stresses. Acid-adapted cells maintain a slightly higher intracellular pH than non-adapted cells (O'Sullivan and Condon, 1997) so that the maintenance of a transmembrane pH gradient (ApH) via the FoF1 ATPase is an important aspect of the ATR (van de Guchte et al., 2002). The ability to produce NH3 from arginine, via the deiminase pathway in many LAB, or from urea as occurs in Sc. thermophilus, may also be important in maintaining the pH gradient. These responses require protein synthesis. Numerous proteins are induced by heat in lactococci and enterococci and similar proteins are also produced during osmotic shock but very few of them have been characterized. Betaine and proline are often called 'compatible solutes' because they can be accumulated to high concentrations inside cells without affecting their physiology or metabolism. Lc. lactis grown under high osmotic strength contains high pools of proline or betaine without any apparent effect on the physiology of the cell (Molenaar et al., 1993). Betaine is taken up by a high affinity transport system while proline has a low affinity system which is repressed in complex media. Storage of cells is also receiving attention. Cells of Lc. lactis MG 1363 stored at 10 ~ for 4 h showed a 100-fold increase in survival to freezing at - 2 0 ~ (Wouters et al., 1999). This was correlated with the synthesis of several cold-induced small (7 kDa) proteins. In another study, the flux of guanine and phosphate was implicated in the stress response of lactococci (Duwat etal., 1999). Cells of Lc. lactis transferred into a medium containing no glucose or limiting glucose remained viable (> 106 cfu/ml) for at least 1 year at 30 ~ However, considerable rearrangement of plasmids occurred during storage (Rallu et al., 2000). These findings may have potential for the storage of cultures for cheesemaking. Exopolysaccharide production Smooth and creamy products, which are also low in fat and sugar, have considerable appeal for consumers who are conscious of their health. One way of improving the smooth texture of a product is to add suitable polysaccharides to the product during processing. Most of the polysaccharides used in food as thickeners and stabilizers are obtained from plants (starch and pectin) or different seaweeds (carrageenan, alginates). Except for xanthan, very few are produced by microorganisms. Exopolysaccharide production is an important characteristic of many LAB involved in the production of fermented milks. Producing cultures are generally considered to be 'ropy' and result in the thickening of the fermented milk. Such cultures are particularly important in Scandinavian countries, e.g., Langfi in
138 Starter Cultures: General Aspects Sweden and Viili in Finland. The industrial application of EPS produced by LAB is hampered by low yields, typically 50-500 mg per litre, and efforts to improve yields by genetic engineering and by manipulation of culture conditions have been reviewed (Kleerebezem et al., 1999; Jolly et al., 2002). Lactic acid bacteria produce either homopolysaccharides, comprised only of fructose or glucose residues or heteropolysaccharides, which are comprised of repeating units of several different sugars including two or more of the following glucose, galactose, fructose and rhamnose (De Vuyst et al., 2001). They may be involved in a wide variety of biological functions, including prevention of desiccation, protection from environmental stresses, adherence to different surfaces, pathogenesis and symbioses (Jolly et al., 2002). EPS-producing cultures have also been used to increase the moisture and improve the yield of low-fat Mozzarella cheese (Low etal., 1998; Perry etal., 1998). It is possible to increase EPS production by Sc. thermophilus by altering the levels of enzymes in carbohydrate metabolism, particularly phosphoglucomutase and UDP-glucose pyrophosphorylase (Levander et al., 2002). The biosynthesis of EPS has been studied in an EPS- strain of Lc. lactis and a derivative carrying a plasmid encoding the EPS gene cluster (EPS + strain) (Ramos et al., 2001). The concentration of UDP-glucose and UDP-galactose, the precursors of EPS, were significantly lower in the EPS + strain than in the EPS- strain, while the concentration of the UDP-N-acetylmuramoyl pentapeptide, which is part of the cell wall, was greater in the EPS + strain, indicating that there is competition between EPS synthesis and cell growth. These data suggest that the production of EPS could be enhanced by increasing both the flux of the EPS precursors and the lipid carrier precursors. Response surface analysis of different fermentation conditions showed that the optimum temperature, pH and casitone concentration for EPS production by Lb. delbruechii subsp, bulgaricus RR were 38 ~ 5 and 30 g/~, respectively. The actual yield, 354 mg EPS/L, was within the 95% confidence limit of the predicted yield (Kimmel et al., 1998). Oxygen, orotic acid and carbon source were also important for EPS production which was greatest during the stationary phase of growth in a chemically defined medium (Petry et al., 2000). Maximum production of EPS by Lb. helveticus occurred at pH 6.2 (Torino et al., 2001). A model describing the growth and EPS production by Sc. thermophilus LY03 has been developed and some evidence for EPS degradation has been found (Degeest and De Vuyst, 1999). This strain produces two heteropolysaccharides of the same monosaccharide compos-
ition (a 4:1 ratio of galactose and glucose) but different molecular masses. The levels of phosphoglucomutase, UDP-galactose 4-epimerase and UDP-glucose pyrophosphorylase correlated highly with EPS production (Degeest and De Vuyst, 2000). The production of EPS confers no intrinsic resistance to phage (Deveau et al., 2002).
Preparation of Starters Lactic starters must perform one of their technological functions (acid production) early in cheesemaking and a sufficient amount of a metabolically active culture must be used to inoculate cheese milk. Usually, the initial population of starters in cheese milk is around 1-5 • 106 cfu/ml at inoculation and reaches 1-10 • 108 cfu/ml when the curd is transferred to the moulds, typically 5-6 h later in the case of Cheddar cheese. In most cheeses, during this time, the pH must decrease from ---6.6 to <5.5; cells which are not fully active or are sub-lethally stressed at inoculation will show slower growth and consequently slower acid production, thus increasing the cheesemaking time. Except for natural starters, most cheese plants use cultures provided in one of several forms (liquid, frozen, freeze-dried) by specialized industries or institutions (see above). An outline of current systems for the preparation of starters is presented in Fig. 4. The traditional approach for the build-up of a starter culture for inoculation of cheese milk, requiring a number of steps from a small volume (1 ml or g) of stock culture to a large volume (100-1000 1) of bulk starter, is still in use. However, it is being replaced by the use of frozen or freeze-dried cultures for direct inoculation of bulk starter milk or of cheese milk directly, especially in small cheesemaking plants. While the traditional system based on multiple transfers is cheaper than the direct-to-vat system, it requires skilled personnel and facilities and increases the risk of contamination with phage. Aspects of the commercial production of starter cultures have been thoroughly reviewed by Whitehead et al. (1993) and Sandine (1996). Here, an overview of the issues related to the production, preservation and distribution of starter cultures by companies and of the preparation of starters at the cheese plant is presented.
Propagation of starter cultures The production of starter cultures requires careful selection of media and operating conditions to obtain optimum results in terms of final cell numbers, activity (prompt growth, reduced lag phase, suitable acid production, aroma production, proteolytic ability), stability upon storage and, in mixed cultures, composition of the
Starter Cultures: General Aspects
Frozen or freeze dried concentrated cultures
Frozen or freeze-dried stock culures (1 g, 1 ml)
C h e e s e vat
N,
Mother culture (RSM)
139
0.1-2% v/v iI fll
II
II
-"
C I I
I I
r-n~
1% v/v,._,._
1% v/v
1% v/v
D
.. 1 11111
Intermediate or feeder culture (RSM)
Q- 7
E
EZ]~
m
U
U
Bulk starter (RSM, starter media)
Frozen stocks
Figure 4 Examples of the production of lactic starter cultures in a cheese plant. A number of steps are necessary to build up the bulk starter from frozen or freeze-dried stock culture. Duration and inoculum size for each step are variable, depending on the type of culture (mesophilic, thermophilic, mixed, defined) and the temperature of incubation. To reduce time for build-up of bulk starter and the risk of contamination, frozen or freeze-dried starter concentrates can be used to inoculate the bulk starter tank or the cheese vat. The elements of a typical bulk starter tank are shown: A, agitator; B, sterile air inlet/outlet with HEPA filters to prevent the access of phages during cooling and operation; C, ports for inoculation and addition of alkali for pH control; D, pH and temperature probes; E, jacket for circulation of water or steam. Digital or analogic controllers and printer/recorders for temperature and pH, and external alkali tanks are not shown.
starter. These, in turn, are influenced by several factors, including the presence of disturbing phage, medium composition and fermentation conditions (heat treatment, temperature and pH control during fermentation, duration of incubation, storage temperature, etc.). Although cheese milk was the traditional medium for the growth of starters in cheese plants, it has been replaced by pre-tested, antibiotic-free reconstituted skim milk (RSM) and by specially designed starter media, available from starter culture companies. The availability of pre-tested RSM allows better control of growth prior to inoculation of milk in the cheese vat. It can be reconstituted to a higher solid level than that of fresh milk, thus improving the buffering capacity and therefore the growth and activity of the culture. Doubling the concentration of solids in RSM from 8 to 16% usually results in a doubling of the number of viable cells (from 5-7 • 108 to 10-14 • 108 cfu/ml) with a higher final pH (from 4.5 to 4.7). A similar result can be obtained by increasing milk solids by ultrafiltration. The need to increase cell numbers and improve the activity and stability of the cultures has prompted the development of specially designed starter media. Although most starter media are milk- or whey-based
(whey permeate can also be used), they may contain a range of ingredients to improve starter growth, to control pH and to inhibit phage adsorption (Table 3) (Whitehead et al., 1993). Two of the most important issues in the design of starter media are phage and pH control. Measures for phage control are described in 'Starter Cultures: Bacteriophage', Volume 1. pH control is important for building up starter biomass, preventing acid stress and loss of activity, and controlling the ratio of species and strains in mixed cultures (Oberg and Broadbent, 1993; Whitehead et al., 1993; Sandine, 1996). While lactobacilli and leuconostocs are relatively acid tolerant, mesophilic and thermophilic cocci are rapidly inhibited when the pH falls below 5.5. Therefore, the rod:coccus ratio of thermophilic starters may be affected significantly by the pH and pH-course during incubation, pH control also allows complete consumption of the carbohydrate source and retention of viability during prolonged refrigerated storage of fully grown cultures (Sandine, 1996). Both internal and external pH control are used. Internal pH control is achieved by the use of soluble or insoluble buffering agents. Soluble buffers (phosphates) perform the dual role of pH control and phage
140
Starter Cultures: General Aspects
Table 3 Ingredients in starter media and their functions; the most commonly used ingredients are in boldface (adapted from Whitehead et al., 1993)
Category
Ingredients
Function and typical concentration range
Carbohydrates
Lactose, glucose, maltose, sucrose
Nitrogen sources Growth factors
Milk proteins, whey proteins, casein hydrolysates, peptones Yeast extract, Corn Steep Liquor
Chelating agents
Phosphates, citrates
Antioxidants
Ascorbic acid, ferrous sulphate
Buffers and neutralizers
Insoluble, for internal buffering: Trimagnesium phosphate, calcium carbonate, encapsulated sodium carbonate. Soluble, for internal buffering: phosphates. Soluble, for external pH control: ammonia, potassium or sodium hydroxide
Energy and carbon source, 10-40 g/L. Glucose 1 g/L may be used to facilitate recovery of stressed cells Sources of amino acids, from 1 g/L for hydrolysates to 20-30 g/L for proteins and peptones Sources of amino acids, vitamins, nucleotides and minerals, 2.5-5 g/L Inhibition of phage adsorption by chelation of available Ca2+, 7.5-20 g/L (under external pH control) Prevention of oxidative stress due to H202 production, 1 g/L Control of pH during fermentation to 5.5-6.5. Amount added is highly variable depending on carbohydrate concentration and target pH at the end of fermentation
inhibition but the concentration needed to control pH effectively can be inhibitory to same species and may even reduce cheese yield by chelating Ca 2+ in the cheese milk. Insoluble (calcium carbonate, trimagnesium phosphate) or encapsulated (sodium carbonate encapsulated in ethyl and methyl cellulose; Whitehead et al., 1993) buffers result in a better performance, with high cell numbers (up to 1010 cfu/ml) and prolonged stability (up to 10 days) on refrigerated storage. However, internal pH control is unsuitable if the pH of the culture must be maintained at a fixed value, pHcontrolled bulk starter tanks, fitted with sterilizable electrodes for pH measurement and computer control with automatic addition of alkali to control the pH at the desired set point are now readily available. The most common neutralizers used in external pH control are KOH, NH4OH and gaseous ammonia. NaOH and Na2CO3 are cheaper but some starters may be inhibited by high concentrations Na + Other process factors that affect starter growth and performance are the heat treatment of the growth medium, and the temperature and the duration of incubation. Time/temperature combinations using during heat treatment are much higher (80-90 ~ for 10-30 min is typical; higher temperatures can be used in commercial production of thermophilic starters) than commercial pasteurization (72 ~ 16 s). Such conditions drastically reduce the microflora in the medium, ensure the destruction of phage, which are resistant to pasteurization, and reduce the redox potential, driving off oxygen and denaturing proteins, thus improving starter growth. The temperature and duration of incubation are highly dependent on the composition of the starter cul-
ture and on other practical considerations. The temperature of incubation may greatly affect starter composition in mixed cultures. Incubation at 18--21 ~ is usually preferred for cultures of lactococci and leuconostocs, because both organisms have approximately the same growth rate in this temperature range, while lactococci grow faster at 30~ For thermophilic rod:coccus cultures, a compromise (42 ~ must be found between the optimum temperature of the moderately thermophilic Sc. thermophilus (37-39 ~ and that of the thermophilic Lb. delbrueckii subsp, bulgaricus and Lb. helveticus (45 ~ although symbiosis between culture components may overcome the problems caused by growth at sub-optimal temperatures (Oberg and Broadbent, 1993). In cultures without pH control, the temperature and duration of incubation may be highly related. In general, cultures should be refrigerated shortly after the beginning of the stationary phase of growth; this requirement is less critical when the carbohydrate source is exhausted and the pH is controlled. An active mesophilic culture reaches the stationary phase in milk media in 6-8 h at 30 ~ and in 16-18 h at 18-21 ~ the latter combination is obviously more suitable for overnight incubation. Thermophilic cultures may reach the stationary phase in 6-8 h at 37 ~ Preservation and distribution of starter cultures
While stock cultures are usually stored at the cheese plant for only a limited time, the production and distribution of starter cultures on a commercial basis requires suitable means for the preservation and distribution of cultures in a highly active state. The cultures may be preserved by a variety of means (chilling of
Starter Cultures: General Aspects
liquid cultures, drying, freezing, freeze-drying) which expose the culture to a variety of sub-lethal and lethal stresses (van de Guchte et al., 2002) which negatively affect the vitality and activity (by sub-lethally damaging the cells, by selectively killing some components of the culture thus changing culture composition). Sub-lethally stressed cells need a longer lag phase to recover, which translates into the need for longer resuscitation. Historically, cultures have been produced and distributed in liquid form, in air-dried form (spray dried), as frozen cultures and freeze-dried cultures. The two latter means of preservation are used most widely in the starter industry today.
141
cryoprotective medium is usually practised. RSM (12-14% with added lactose) may be suitable as a cryoprotectant, but other agents can also be used, e.g., 5-15% glycerol, 5% sodium glutamate, 7% sucrose. Cultures should be cooled as rapidly as possible to below - 6 0 ~ Storage temperature should be between - 2 0 ~ and - 4 0 ~ Frozen cultures should be thawed as rapidly as possible to maximize survival. The need to maintain the culture frozen at all times makes frozen cultures less practical than freeze-dried cultures for dispatch to cheese plants. However, because of their high activity, frozen concentrated cultures (see below) are still preferred as the means for distributing starter cultures in some countries.
Liquid and air-dried cultures
Chilling of liquid cultures is the oldest method of preservation and distribution of cultures. CaCO3 (6 g/~) is usually added to milk to maintain a high pH and the cultures are stored at a low temperature (2-5 ~ Stability does not exceed 1 or 2 weeks and several transfers are needed to obtain an active culture. Although chilling is still used for daily distribution of some mixed cultures for the production of PDO cheese in Italy, it has been superseded by freezing and freeze-drying. Air- or vacuum-drying of cultures was used in the past to produce cultures in powdered forms (Sandine, 1996) but because of poor vitality and activity this means of preservation is not used any more. Spray-drying is a fast and economic method for removing water but cultures are exposed to a variety of stresses (heat, dessiccation, oxidation), and survival and activity are usually low (Teixeira et al., 1995; To and Etzel, 1997). Frozen cultures
Freezing at a very low temperature ( - 8 0 ~ - 1 9 6 ~ in the presence of cryoprotective agents is the best way for preserving the vitality and activity of bacteria, and freezing is a preliminary step in the production of freezedried cultures. Several factors affect the survival of LAB during freezing and their activity after thawing, e.g., species, strain, growth medium composition, culture conditions, growth phase, composition of the medium used for suspending the cells during freezing, type and concentration of the cryoprotective agent, temperature and rate of freezing, storage temperature, temperature and rate of thawing (Sandine, 1996). To obtain high cell densities prior to freezing, cells are grown under pHcontrol. Stationary cells are more resistant to freezing than exponentially growing cells. Mesophilic and thermophilic cocci are more resistant than thermophilic lactobacilli and leuconostocs; therefore, care should be exercised in the freezing of mixed cultures to maintain the correct strain balance. Removal of the cells from the growth medium and their suspension in a suitable
Freeze-dried cultures
While removing water at ambient temperature is detrimental to the survival and activity of starter cultures, freeze-drying, i.e., removing water from a frozen culture by sublimation under high vacuum, results in high levels of survival. Freeze-drying has been used for the preparation of dairy starters for about a century (Sandine, 1996). Freeze-dried stocks containing 108-109 cfu/g are dispatched to cheese factories in vials, serum bottles or pouches containing a few grams of powder and need several transfers for full reactivation. The procedure for the preparation of freeze-dried cultures is similar to that used for the preparation of frozen cultures up to the freezing step, although addition of antioxidants like ascorbic acid, together with cryoprotective agents, is common. Cultures are frozen rapidly in vials connected to manifolds or in trays and dessiccated under high vacuum ( < 1 0 Pa) for 12-24 h, to a final aw of 0.1. Vials can be closed under vacuum, while powders lyophilized in trays are aseptically packaged in a variety of containers under an inert atmosphere, since dried cells are highly sensitive to oxidative stress. Freeze-dried cultures can be dispatched and stored at ambient temperature, although survival and activity are improved by storage at 4 ~ or - 2 0 ~ Concentrated starter cultures
Conventional frozen and freeze-dried cultures do not contain enough cells for inoculation of the bulk starter tank or the cheese milk and therefore several transfers are needed to build up sufficient inoculum for the bulk starter. Frozen and freeze-dried concentrated starters, typically containing 101~ cfu/g and 1011-1012 cfu/g, respectively, for inoculation of the bulk starter (also known as bulk sets) or the cheese milk (direct-to-vat cultures, direct vat set cultures) are now readily available from starter companies, and are widely used in both small and large plants. Although concentrated starters are more expensive than starter build-up from
142
Starter Cultures: General Aspects
a stock culture, the use of concentrated starters improves plant flexibility (because of reduction or elimination of the time needed for building up the bulk starter), reduces or eliminates the need for skilled personnel and equipment for the production of starters and reduces the risk of phage contamination in the factory. Starters are grown in pH-controlled milk- or wheybased media and concentrated by bactofugation or by microfiltration. When milk media are used, citrate (1%) is used to solubilize the milk proteins, even when pH control is used. Cells are then resuspended in a suitable medium, containing cryoprotectants and antioxidants, rapidly frozen or frozen and freeze-dried. Frozen concentrated cultures may be packaged directly or frozen in pellet form and then packaged. Freeze-dried concentrated cultures are lyophylized in large tray freeze-dryers and then packaged under vacuum or a nitrogen atmopherein amounts suitable for inoculation of 500-1000 1 of bulk starter medium or 1000-5000 1 of cheese milk. Frozen concentrates are partially thawed by putting the container in chlorinated (25-50 mg/kg) water at room temperature for 20 min before adding it to milk, where thawing is completed in 15-30 min. Freezedried starters can be added directly to the bulk starter tank or cheese vat, although rehydratation in a small volume of milk is advisable to improve distribution. Because of their high activity, frozen concentrated cultures for direct-vat inoculation do not significantly increase cheesemaking time, and are widely used in the USA and Australia. On the other hand, sub-lethal damage caused by freeze-drying may increase cheesemaking time by 0.5-1 h (Sandine, 1996); however, this disadvantage may be offset by the fact that dispatching and handling of freeze-dried starters is greatly simplified, and freeze-dried concentrates are more widely used in Europe. The choice between concentrated cultures for bulk starter inoculation and those for direct vat inoculation (DVI) may depend ultimately on considerations related to costs and ease and flexibility of use. A comparison of costs for a cheese plant processing about 10 000 tonne/year of cheese is presented in the web site of Australian Starter Cultures Research Centre (http:llwww.ascrc.com.aulstrategy.html); the cost of concentrates for bulk starter inoculation is estimated at US$2Oltonne of cheese, compared to US$47/tonne of cheese for cultures for DVI. However, recently aggresive marketing by the culture suppliers has reduced the price of DVI culture to US$24 per tonne of cheese though the cost is higher for smaller cheese plants. Concentrated starter cultures are now the preferred way for the distribution and use of starter cultures and a wide selection of species, strains and combinations is available. A list of websites of some companies and
institutions providing on-line catalogs of starter cultures includes: Chr.Hansen http://www, chr-hansen, com/ Danlac http ://www. danlac, com/starter-cultures.shtml Rhodia Dairy http://www.rhodiadairy.com/products/ Swiss Federal Dairy Research Station http://www.sar. admin.ch/ Development of concentrated starters implies higher R&D and production costs, which are reflected in the price of the culture; moreover, not all species and strains are suitable for the production of concentrated starters for DVI, and the wide diffusion of cultures for direct vat has also reduced the diversity of cultures available for cheesemaking.
Acknowledgement We are grateful to Ian Powell for the information he provided and for useful discussion.
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Starter Cultures: General Aspects
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Tsakalidou, E., Zoidou, E., Pot, B., Wassill, L., Ludwig, W., Devriese, L.A., Kalantzopoulos, G., Schleifer, K.H. and Kersters, K. (1998). Identification of streptococci from Greek Kasseri cheese and description of Streptococcus macedonicus sp. nov. Int. J. Syst. Bacteriol. 48, 519-527. Twomey, D., Ross, R.P., Ryan, M., Meaney, B. and Hill, C. (2002). Lantibiotics produced by lactic acid bacteria: structure, function and applications. Antonie van Leeuwenhoek 82, 165-185. van de Guchte, M., Serror, P., Chervaux, C., Smokvina, T., Ehrlich, S.D. and Maguin, E. (2002). Stress responses in lactic acid bacteria. Antonie van Leeuwenhoek 82, 187-216. van Niel, E.W.J., Hofvendahl, K. and Hahn-H/igerdal, B.H. (2002). Formation and conversion of oxygen metabolites by Lactococcus lactis subsp, lactis ATCC 19435 under different growth conditions. Appl. Environ. Microbiol. 68, 4350-4356. Venema, G., Huis in'tVeld, J.H.J. and Hugenholtz, J. (1996). Lactic acid bacteria: genetics, metabolism and applications. Antonie van Leeuwenhoek 70, 99-358. Wang, H., Baldwin, K.A., O'Sullivan, D.J. and McKay, L.L. (2000). Identification of a gene cluster encoding Krebs Cycle oxidative enzymes linked to pyruvate carboxylase
147
gene in Lactococcus lactis subsp, lactis C2. J. Dairy Sci. 83, 1912-1918. Weimar, B., Seefeldt, K. and Dias, B. (1999). Sulphur metabolism in bacteria associated with cheese. Antoine van Leeuwenhoek 76, 247-261. Whitehead, H.R. and Cox, G.A. (1936). Phage phenomena in cultures of lactic acid bacteria. J. Dairy Res. 7, 55-62. Whitehead, W.E., Ayres, J.W. and Sandine, WE. (1993). A review of starter media for cheesemaking. J. Dairy Sci. 93, 2344-2353. Wilkinson, M.G., Guinee, T.P., O'Callaghan, D.M. and Fox, P.E (1994). Autolysis and proteolysis in different strains of starter bacteria during Cheddar cheese ripening. J. Dairy Res. 61,249-262. Wouters, J.A., Jeynov, B., Rombouts, F.M., de Vos W.M., Kuipers, O.P. and Abee, T. (1999). Analysis of the role of 7 kDa cold-shock proteins of Lactococcus lactis MG1363 in cryoprotection. Microbiology 145, 3185-3194. Wouters, J.T.M., Ayad, E.H.E., Hugenholtz, J. and Smit, G. (2002). Microbes from raw milk for fermented dairy products. Int. Dairy J. 12, 91-109. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. Dairy J. 11,185-201.
Starter Cultures: Genetics M.J. Callanan and R.P. Ross, Teagasc, Dairy Products Research Centre, Moorepark, Fermoy, Co. Cork, Ireland
Introduction Within the last three decades there has been intensive study of the genetics of starter bacteria, ranging from plasmid biology to genetic tool development, and leading ultimately to elucidation of the complete genome. This has facilitated such advances as the metabolic engineering of these commercially important bacteria and to the improvement of particularly significant industrial traits, such as increased bacteriophage resistance. The purpose of this review is to discuss some of the major advances which have occurred during this time, culminating in the elucidation of the genomes of several strains. It is worth emphasising that while the chromosomes of a number of strains have been characterised in detail, many commercially significant traits are encoded on mobilisable elements such as plasmids and transposons. In fact, many industrially important strains have rich plasmid complements, and it could be argued that much strain 'individuality', in terms of industrial performance, could be attributed to their plasmid genomes. The development of genetic tools for strain improvement, in combination with genomic and metabolomic technologies have opened new possibilities for the routing or re-routing of metabolism towards desirable metabolites such as flavour compounds, e.g., diacetyl and vitamins, e.g., folate. This, together with the huge array of as yet un-mined sequence information should lead to the development of new and improved starter strains for food production.
Genetics of Mesophilic Starters Starter cultures used by the dairy industry can be broadly divided into two types, mesophilic and thermophilic, based on their optimum growth temperature (see 'Starter Cultures: General Aspects', Volume 1). Mesophilic starters have a growth optimum of---30 ~ and are used in the production of Cheddar, Gouda, Edam, Blue and Camembert cheeses. Only three species of the lactic acid bacteria (LAB) group employed as commercial starters are considered mesophilic, Lactococcus lactis subsp, lactis, Lc. lactis subsp, cremoris and Leuconostoc mesenteroides subsp.
cremoris. Of all starter bacteria, Lc. lactis subsp, lactis IL1403 and Lc. lactis subsp, cremoris MG1363 are the most thoroughly investigated at the genetic level and have been the workhorses for studying starter cultures. The construction of these two plasmid-free strains from cheese starter parents in the early 1980s was instrumental in their selection for further study.
Chromosome
The sequencing of the Lc. lactis subsp, lactis IL1403 genome has provided the first comprehensive insight into the genetics of lactococcal starters. Strain IL1403 is a derivative of the Streptococcus (now Lactococcus) lactis strain IL594, isolated from a cheese starter culture (Chopin etal., 1984). The 2365-kb circular chromosome has a G + C content of 35.4% (Fig. I) and encodes 2310 open reading frames (ORFs) (Bolotin et al., 2001). This genome is relatively small when compared to other bacterial genomes, such as Bacillus subtilis (4214 kb, 4099 ORFs), and most likely reflects the specialised adaptation of Lactococcus to growth in the nutrient-rich milk environment. As expected, many genes required for de novo synthesis of essential nutrients and the degradation of complex molecules are absent from the IL1403 genome. Similarly, the machinery that controls gene expression differs from the environmentally responsive Bacillus. The proportion of transcriptional regulators is similar in the two bacteria but IL1403 encodes much fewer genes that respond to changing environmental conditions. B. subtilis encodes 18 sigma factors and 34 twocomponent systems compared with 3 sigma factors and 8 two-component systems in the lactococcal chromosome. There were also a few unexpected revelations from the annotated genome sequence. For example, strain IL1403 requires a number of amino acids (isoleucine, valine, leucine, histidine, methionine and glutamic acid) and vitamins (folic acid, menaquinone, riboflavin and thioredoxin) for growth in defined media despite having the genetic potential to synthesise all these necessary growth factors (Bolotin et al., 2001). The genes in the amino acid biosynthetic operons appear to have mutations that may be specific to laboratory strains. In addition, the ability of
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
150
Starter Cultures" Genetics
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GENOME ATLAS
Figure 1 Schematic representation of the L. lactis IL1403 genome. The figure highlights the nucleotide composition of the chromosome and demonstrates the gross organisation of the entire genome into two divergent blocks arranged around the replication initiation (0 kb) and termination (c. 1250 kb) sites. The figure (available at www.cbs.dtu.dk) was generated using Genome Atlas (Jensen et aL, 1999; Pedersen et aL, 2000).
Lactococcus to respire aerobically has remained controversial but the presence in the genome of the genes for the biogenesis of menaquinone and cytochrome d agrees with data indicating the respiratory capacity of an organism considered to be exclusively fermentative (Gaudu et al., 2002). A recent examination of the genetic organisation of the two reference lactococci, the partially sequenced MG1363 and the completely sequenced IL1403, revealed an average of only 85% identity at the DNA level (Campo et al., 2002). There is, however, a high degree of conserved gene organisation, or synteny. In particular, the order is conserved in the oriC region of the two genomes but not in the vicinity of the mobile element-rich replication terminus. Overall, about 9.2% of the Lc. lactis genome is formed by insertion elements and prophages, and this percentage reflects the contribution of horizontal gene transfer to the composition of the genome. For example, there is a large chromosomal inversion between MG1363 and IL1403 that covers nearly 50% of the genome and contains the six ribosomal RNA operons (Le Bourgeois
et al., 1995). This plasticity of the Lactococcus genome may be an important factor in optimising the genome in response to the nutrient-rich milk environment. Moreover, as noted by Campo et al. (2002), the comparative genomics of the two strains 'demonstrates that the IL1403 genetic content is probably not representative for the content of all lactococcal subspecies'. This information is important in extrapolating from the IL1403 sequence data to other starter lactococci. Bolotin et al. (2001) commented on the high level of apparent non-functioning genes for amino acid biosynthesis which may be due to the treatments used to cure the parent of the laboratory strain of its plasmids. The accumulation of further genomic data on other strains will be necessary to establish the degree of conservation between laboratory strains and current industrial mesophilic starter cultures. Plasmids
The genetic investigation of starter cultures was effectively initiated by McKay and co-workers at the
Starter Cultures: Genetics
University of Minnesota with the demonstration that the lactococci contain plasmids that encode traits essential in the cheesemaking process (McKay and Baldwin, 1975). In addition to the genetic information encoded by the chromosome, Lc. lactis species harbour numerous large cryptic plasmids. The presence of these plasmids helped explain the well-known and problematic instability of key industrial traits. A rapid and reliable method was subsequently developed that allowed the plasmids to be isolated and visualised using agarose gels (Anderson and McKay, 1983). Plasmid profiling remains an important method of differentiating lactococcal starter strains, although their instability precludes the plasmids from providing a permanent fingerprint of strain identity. Indeed, the plasmid content of strains can vary dramatically during long-term storage. It was also quickly recognised that it is possible to mobilise a number of the plasmids via conjugation. Therefore, the enzymes necessary to hydrolyse casein, transport and metabolise lactose and citrate, produce bacteriocins and combat phage could be transferred among industrially important strains. The commercial importance of the plasmidencoded traits has resulted in numerous studies, and some of the plasmids have been partially or even completely sequenced (Dougherty etal., 1998; van Kranenburg et al., 2000; Boucher et al., 2001). However, the physiological role of the majority of these extra-chromosomal elements is yet to be defined fully. In addition to encoding key industrial traits, the native lactococcal plasmids have provided the necessary material for the development of genetic tools required to manipulate Lc. lactis. The original lactococcal cloning vectors, such as pSA3 (Dao and Ferretti, 1985), were 'shuttle' vectors and encoded two replication origins in order to maintain the plasmid in both lactococcal and E. coli hosts. The ability to replicate in E. coli was necessary to expose the plasmid to the highly advanced genetic techniques available in that background. Subsequent vectors have been based primarily on more promiscuous replication origins, such as those from the cryptic lactococcal plasmids, pWV01 and pSH71 (de Vos and Simons, 1994). Combined with an antibiotic selection marker, these replicons are stable in Gram-positive and Gram-negative hosts and continue to form the backbone of the most useful lactococcal vectors. Genetics of industrially important traits Lactose and citrate metabolism
The primary function of Lactococcus in an industrial dairy fermentation is to produce lactic acid. The bacteria synthesise this flavoursome and spoilage-preventing acid as a product of the fermentative conversion of lac-
151
tose. In milk, the disaccharide lactose acts as the carbohydrate source. The genetics of lactose utilisation by lactococcal starters has been well-documented (de Vos and Vaughan, 1994). The plasmid-encoded lac operon consists of nine genes in the order lacABCDFEGX. They are responsible for the transport and incorporation of the galactose and glucose constituents of lactose into the Embden-Meyerhof-Parnas pathway (Fig. 2). Transport occurs via the lactose-specific phosphotransferase system encoded by lacEF. The operon is directly regulated at the transcriptional level by the product of the divergently transcribed lacR gene that represses the pathway in the presence of glucose. A second, more global, mechanism of regulation also appears to act in the absence of lacR (de Vos and Simons, 1994). Citrate metabolism contributes the distinctive diacetyl/acetate flavour and aroma to products manufactured with citrate utilising (Cit +) lactococci. It is also required for CO2 production resulting in eye formation in Dutch-type cheese. The ability to metabolise the relatively low concentration of citrate in milk (8 mM) is primarily dependent on the presence of citrate permease (Fig. 2). The gene for the permease, citP, is part of the plasmid-encoded citBRP operon. The transport genes are not induced by citrate but are induced under conditions of lactic acid stress (Garcia-Quintans et al., 1998) reflecting the role of citrate in relieving growth inhibition by lactate (Magni et al., 1999). Following transport, citrate is cleaved to produce oxalacetate and release acetate. Oxalacetate is converted to diacetyl, acetoin and CO2 through pyruvate as an intermediary. The distinctive nature of citrate metabolism has prompted a number of studies aimed at manipulating the pathway in order to increase the concentration of desirable end products, e.g., diacetyl. One approach has been to manipulate the citrate metabolism pathway of Cit + Lc. lactis through genetic techniques such as gene inactivation and over-expression (Fig. 2). Inactivation of lactate dehydrogenase, the enzyme responsible for the production of lactic acid from pyruvate, resulted in increased acetoin production (Snoep et al., 1992). However, to efficiently convert sugars to diacetyl, inactivation of ot-acetolactate decarboxylase (ALDB) and over-expression of NADH-oxidase are required (Hugenholtz et al., 2000). The NADH-oxidase overproduction causes the rerouting of pyruvate through NADHindependent pathways leading to diacetyl and acetoin since the cell no longer needs to regenerate NAD + through lactate dehydrogenase. Inactivation of aldB ensures that the rerouted pyruvate is converted to diacetyl and not acetoin, the product of the decarboxylase. These manipulations resulted in a strain with an increased capacity for diacetyl production. These types of metabolic engineering studies will be further enabled
152
Starter Cultures: Genetics
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by our increasing knowledge of lactococcal metabolic pathways from genome sequence analysis. Proteolysis and amino acid catabolism
The lactococci are fastidious organisms specially adapted to grow in the nutrient-rich growth medium that is milk. Lactose provides a readily utilisable sugar source for energy whereas degradation of the principal milk protein, casein, provides nitrogen sources and supplies the amino acids for protein synthesis. Casein breakdown is initiated by a cell envelope-associated proteinase (CEP). The proteinase gene is another of the key industrial traits located on the indigenous lactococcal plasmids. The multi-domain CEPs are large proteins (more than 1800 amino acids are encoded by the gene) and are classified based on their caseinolytic specificity (Kunji et al., 1996). The plasmid-encoded genes have been sequenced for a number of lactococcal strains and the sequence data exploited to investigate the catalytic properties of these important enzymes. Site-directed and cassette mutagenesis techniques have
identified the substrate-binding domain and active site residues (Siezen et al., 1993). The peptides produced by the proteinase are transported into the cell by three systems. The Opp system is responsible for oligopeptides of 4-18 residues, while the DtpT and DtpP transport hydrophilic and hydrophobic di- and tripeptides, respectively (Kunji et al., 1996). Both Opp and DtpP are multi-gene systems organised in operons. In contrast, the proton motive force-driven DtpT transporter is encoded by a single gene (Fang et al., 2000). Once inside the cell, the peptides are hydrolysed to their constitutive amino acids by a set of peptidases with various specificities. The genes for 13 peptidases have been described for the IL1403 sequence, a number of which had been studied previously (Christensen et al., 1999). Of particular interest are the aminopeptidases, PepN and PepC, and the proline-specific peptidases. PepN and PepC display low substrate specificity and free amino acids by cleaving the N-terminal end of oligopeptides. Casein is a proline-rich substrate and lactococci have multiple peptidases with
Starter Cultures: Genetics
activity against various proline-containing peptides. The genes for X-prolyl-dipeptidyl aminopeptidase (pepX), prolidase (pepQ), proline iminopeptidase (pepI) and aminopeptidase P (pepP) are present on the Lc. lactis genome. In addition, a number of peptidases shown to cleave internal peptide bonds (endopeptidases) and enzymes that hydrolyse di- and tripeptides have been described. While inactivation of the individual peptidase genes described above did not eliminate the ability of Lactococcus to grow in milk, mutants exhibit reduced growth rates. Moreover, strains in which multiple peptidase genes were disrupted had significantly reduced growth rates (Mierau etal., 1996). Recently, a comprehensive study on the regulation of the proteolytic system was performed in MG1363 and some interesting observations were made (Guedon et al., 2001a). The transcription of 16 genes encoding 12 peptidases, 2 CEPs and the 3 transport systems were analysed in response to various environmental factors. It was found that neither the sugar source nor temperature effected transcription with the sole exception of pepP, which is modified by sugar. Transcription of the 2 CEP genes, 3 aminopeptidase genes (pepX, pepN and pepC) and the Opp transport system operon were all regulated by the peptide content of the medium. The remaining genes, that appeared to be unregulated, were expressed at lower levels and it was suggested that they probably encode enzymes involved in cellular functions other than peptide utilisation (Guedon et al., 2001a). In a companion study, a transcriptional repressor with homology to the CodY regulator of Bacillus subtilis was shown to regulate expression of the genes that were sensitive to the peptide content of the medium (Guedon et al., 2001b). The catabolism of amino acids in Lactococcus has received significantly less attention than the proteolytic system (see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1). The ability to overcome amino acid auxotrophy through degradation of casein is well documented but the ability to synthesise various amino acids has not been investigated thoroughly. In particular, very little work has focused on the genetic components involved. The availability of the genome sequence will redress this situation but at present the majority of the studies have focused on detecting specific enzyme activities associated with the catabolic pathways in various strains (reviewed by Christensen et al., 1999). The catabolism of amino acids by lactococci is likely to have an essential role in the development of cheese flavour and aroma. Inactivation of an aromatic amino acid aminotransferase gene, araT, of Lc. lactis NCDO 763 has already confirmed the involvement of this enzyme in the conversion of
153
amino acids to aroma compounds (Yvon et al., 2000). Two further aminotransferases have been cloned and sequenced from Lc. lactis LM0230 (Atiles et al., 2000; Dudley and Steele, 2001) but much more work is needed. Bacteriocins
It is well established that starter bacteria produce a range of substances, including lactic acid and metabolites which aid in the preservation, and contribute to the safety of many fermented food products (Klaenhammer, 1988; Holzapfel et al., 1995). In addition to the production of antimicrobial metabolites such as lactate, almost all the different representative species have been reported to produce antimicrobial peptides and/or proteins which are collectively referred to as bacteriocins. Of the many bacteriocins isolated and studied to date, nisin is the only one whose commercial potential has been realised. Nisin was assessed to be safe for food use by the Joint Food and Agriculture Organisation/World Health Organisation (FAO/WHO) Expert Committee on Food Additives in 1969, and is in use in more than 48 countries. In the dairy industry, nisin is exploited mainly for the prevention of clostridial growth in processed cheese, dairy desserts and cheese spreads. Nisin has been the subject of a wide variety of fundamental studies as to its structure and genetics (Dutton et al., 2002). It is classified as an antibiotic peptide, a term used to describe a heterogeneous group of lanthioninecontaining bacteriocins that undergo extensive posttranslational modification, and has recently been shown to exhibit inhibitory activity at nanomolar concentrations (Wiedemann et al., 2001). A number of genes are involved in the production and export of, and immunity to, nisin (Rodriguez and Dodd, 1996). These genes are tightly linked in the nisin cluster, composing a total of 11 genes of which nisA encodes the nisin precursor itself. Interestingly, the genes responsible for nisin A production and immunity are carried on a 70 kb conjugative transposon called Tn5301 from Lc. lactis NCFB894 (Dodd etal., 1990) or Tn 5276 from Lc. lactis NIZO R5 (Rauch and de Vos, 1992) while the genetic determinants for nisin Z (a natural variant of nisin, in which the histidine at position 27 is replaced by asparagine) are on transposon Tn5278 (Immonen et al., 1995). Nisin synthesis is regulated by a two-component regulatory system made up of the membrane-bound histidine kinase sensor protein, NisK, and the regulator, NisR (Fig. 3). This regulatory system responds to extracellular nisin, which leads to the expression of genes involved in immunity and synthesis/post-translational modification (Kuipers et al., 1995).
154
Starter Cultures: Genetics
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Another lactococcal bacteriocin which has received considerable attention in recent years is lacticin 3147, produced by Lc. lactis strain DPC3147, which was originally isolated from an Irish kefir grain (Ryan et al., 1996). The bacteriocin is composed of two post-translationally modified peptides, both of which are required for optimal killing activity (Ryan et al., 1999). Lacticin 3147 has a very broad spectrum of action which includes all Gram-positive bacteria tested, including food pathogens such as Listeria monocytogenes and Staphylococcus aureus and food spoilage micro-organisms such as Clostridium tyrobutyricum (Ryan et al., 1996; Galvin et al., 1999). The native lactococcal plasmid, pMRC01, encoding lacticin 3147 production and immunity has been sequenced completely (Dougherty et al., 1998). Ten genes are involved in lacticin 3147 production and immunity and are expressed from divergent promoters which control two clusters, namely ltnA1A2M1TM2D and ltnRIFE. The putative functions of some of these genes have been confirmed using a series of knock-out deletions in single or multiple genes. Investigation of the regulation of the lacticin 3147 gene revealed that the promoter controlling biosynthesis (Pbac) appears to be constitutive (McAuliffe et al., 2001). Characterisation of a downstream region revealed a stem-loop structure within the ltnM1 gene which may act as a rho-independent terminator, functioning as a signal for processing of the ltnA1A2M1TM2D transcript. Furthermore, the promoter of the ltnRIFE operon (Pimm) was shown to be regulated by the repressor LtnR. A very useful general feature of the bacteriocins of starter cultures is that they are frequently encoded on mobilisable genetic elements. This has been advantageous for the transfer of nisin to different starters.
However, a general feature of Nis + strains is that they are not rapid acidifiers of milk, a quality necessary for successful cheese manufacture. The genetic determinants for lactacin 3147 can also be readily transferred between strains. In this case, the 60 kb self-transmissible pMRC01 plasmid-encoding lacticin 3147 has been transferred to more than 25 different lactococcal hosts, many of which are commonly used lactococcal starters in the cheese industry (Coakley et al., 1997; O'Sullivan et al., 1998; Fenelon et al., 1999). The transconjugants are lacticin 3147 producers and can be substituted for the parent strains in commercial applications. The genetics of bacteriocins, such as lacticin 3147 and nisin, has also become important tools for the manipulation of starter bacteria. The best example of this is the generation of the nisin-controlled expression (NICE) system (de Ruyter et al., 1996). It is based on the promoter for the structural gene for the antimicrobial peptide, nisin (Fig. 3). The nisA promoter is autoregulated in response to nisin through the nisPR gene products. The system is very sensitive to nisin concentration and by varying the nisin level in the medium, very subtle control of genes cloned downstream of the nisA promoter can be achieved.
Bacteriophage The interaction of starters and bacteriophage is covered elsewhere (see 'Starter Cultures: Bacteriophage', Volume 1) but one particular aspect relates specifically to the genetics of starter cultures, namely the effects of prophage and other phage sequences in the bacterial chromosome. Phage-related starter failure remains a problem in the dairy industry, and recent studies indicate that the chromosomal phage sequences contribute
Starter Cultures: Genetics
to the evolution of new phage (Bouchard and Moineau, 2000; Durmaz and Klaenhammer, 2000). The rapid appearance of new recombinant phage is a constant problem in combating phage infections. The new phage can bypass the natural phage defence mechanisms employed to protect the starter cultures. Durmaz and Klaenhammer (2000) demonstrated that the appearance of recombinant phages is dependent on chromosomally encoded phage sequences. Therefore, sequences encoded by the lactococcal chromosome may have an injurious effect on the strain in the cheesemaking environment. However, from an evolutionary point, chromosomal phage DNA must confer some advantage or the lysogenic cells would not be maintained in the population. An obvious advantage is the exclusion from super-infection. Another is the potential of the mobile phage to exchange beneficial genes between strains. It is tempting to assume that lactococcal strains without prophage would be more suitable for dairy fermentation processes but this may not be the case. Genetic manipulation
The genetic tools now available allow very sophisticated manipulation of Lactococcus strains. Reliable gene inactivation and expression systems are available. The tools have evolved over three decades of research and reflect the investment in Lactococcus genetics. One of the key factors in the development of the genetic tools was the discovery of efficient transformation protocols for lactococci (Holo and Nes, 1995). The potential of electroporation to introduce DNA into eukaryotic cells was quickly adopted for bacteria. High-voltage electric field pulses result in the permeabilisation of the cell membrane allowing the transient passage of macromolecules into the cell. Other methods for mobilising DNA, such as conjugation and transduction, were crucial in the early development of lactococcal genetics (reviewed by Gasson and Fitzgerald, 1994) but the relative simplicity and reproducibility of electroporation has made it the mechanism of choice for genetic studies. In the case of the indigenous large plasmids, conjugation remains the most efficient mechanism of transfer. The procedure requires that the naturally occurring plasmid possesses a suitable selectable marker for the transconjugant. Plasmidlinked phage resistance has been used in numerous conjugations since the first successful report of improved resistance to a homologous phage as the selection basis (Klaenhammer and Sanozky, 1985). The presence of lactose-fermenting determinants offers an alternative naturally occurring selectable marker. However, interference with the natural lactose-fermenting
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capability of the starter in order to select for the introduced plasmid has diminished the usefulness of this approach for strain improvement. As noted above with lacticin 3147, bacteriocin production and immunity have proven to be other suitable targets for selection in natural conjugations. In order to genetically investigate any organism, the tools for cloning and manipulating the genes of the organism must be available. The plasmid vectors currently used to clone lactococcal DNA have evolved from shuttle vectors incorporating non-lactococcal origins to plasmids derived from indigenous lactococcal plasmids. These plasmids have been adapted further as integration vectors encoding expression systems. The isolation of a temperature-sensitive (Ts) pWV01 origin of replication was instrumental in the development of an efficient gene inactivation system for lactococci (Law et al., 1995). An elegant two-plasmid system was developed whereby a fragment of the gene of interest is cloned on a vector encoding the wild-type pWV01 origin of replication, an antibiotic selection marker but no replication protein. The replication protein is supplied by an addition plasmid encoding the Ts version of the pWV01 origin. Once the strain is shifted to a non-permissive temperature, the plasmid encoding the replication protein is lost. The plasmid encoding the homologous DNA is forced to integrate when antibiotic selective pressure is maintained. The system has been employed successfully to generate not only chromosomal mutations but has recently been adapted to study genes encoded by the native plasmids (Cotter et al., 2003). With the availability of sophisticated genetic tools, complex metabolic engineering of Lactococcus is feasible and attractive due to the largely independent catabolic and anabolic pathways in Lactococcus (Hols et al., 1999). A number of innovative studies have demonstrated the potential to manipulate the metabolic pathways of Lactococcus and exploit these bacteria as cell factories (Hugenholtz and Smid, 2002). However, with respect to lactococcal starter cultures, their direct incorporation into food products means that the recombinant DNA technologies required for metabolic engineering cannot be used in strain development. New food-grade technologies are being developed but for the foreseeable future traditional mutagenesis and natural selection of mutants with high throughput screening facilities hold more potential for the development of improved starter bacteria. Leuconostoc
Leuconostocs are heterofermentative LAB that func-
tion as starters for fermented dairy products only in association with lactococci. Their major role is to
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metabolise citrate to CO2 (eye formation) and diacetyl, an important flavour component of cultured buttermilk, cottage cheese, sour cream and ripened cream butter. As yet, the genetics of Leuconostoc is at an early stage and the importance of citrate metabolism has provided the focus for most of the genetic studies of Leuconostoc metabolism. Like their mesophilic partners, the lactococci, the technologically important genes encoding citrate and lactose utilisation are plasmid-encoded. The gene encoding the citrate permease, citP, shares almost complete identity with the gene from Lactococcus (Vaughan et al., 1995). This level of homology suggests that the gene may have been acquired by recent horizontal transfer between the two LAB species. The regulation of the citrate transport genes encoded by the citMCDEFGRP multienzymatic complex has also been investigated in L. paramesenteroides (Martin et al., 2000). The results demonstrated that the operon was induced by citrate independently of the pH of the growth medium and that a divergently transcribed gene, citI, upstream of the operon is involved in regulation.
Genetics of Thermophilic Starters The cultures that are regarded as thermophilic starters consist of bacteria with an optimum growth temperature of "--45 ~ The ability to tolerate higher temperatures is related to their use in the manufacture of Swiss and Italian cheeses, that are cooked to a much higher temperature (50-55 ~ and yoghurt. There has been a rapid growth in recent years of genetic information regarding the bacteria that constitute the thermophilic starter cultures, namely Streptococcus thermophilus, Lb. delbrueckii subsp, bulgaricus, Lb. delbrueckii subsp, lactis and Lb. helveticus. Lactobacillus
Many Lactobacillus species are used in the dairy industry and some have been subject to detailed investigation. In fact, the quantity of genetic information regarding the various lactobacilli is superseded only by Lactococcus. In addition, the probiotic potential of many Lactobacillus species has accelerated the accumulation of genetic data. However, most of the lactobacilli are used as adjuncts and for the purposes of this review only the Lb. delbrueckii subspecies and Lb. helveticus will be discussed in detail. Chromosome
The genomes of many lactobacilli are currently being sequenced including that of Lb. delbrueckii and Lb. helveticus strains. The analysis of one Lactobacillus genome, Lb. plantarum WCSF1, has been completed
and published (Kleerebezem et al., 2003). Lb. plantarum differs from the thermophilic starters in its flexible and adaptive behaviour and is encountered in many different environmental niches, ranging from some dairy fermentations to the human gastrointestinal tract. The genes encoding the genetic machinery for growth in milk, including sugar transporters, EMP and phosphoketolase pathways and peptidase were identified although no proteinase homologue was found. A relatively large number of pyruvate-dissipating enzymes with a remarkable degree of redundancy were observed. Lc. lactis also displays some redundancy especially in its lactate dehydrogenases but the pyruvate-dissipating potential in Lb. plantarum is much greater. However, by far the largest class of proteins in the large (3.3 Mb) genome is represented by transport proteins, including many PTSs for sugar uptake. A large number of PTS systems have already been reported for Lb. casei (Klaenhammer et al., 2002) and it will be interesting to determine the range of pyruvate-dissipating enzymes and transport mechanisms encoded by the smaller (1.8-2.4 Mb) genomes of the strains that remain primarily associated with milk fermentation.
Important traits The genes for lactose utilisation in Lb. delbrueckii and Lb. helveticus comprise a lactose antiport permease (lacS), a regulatory gene (lacR) and a 13-galactosidase for hydrolysis of lactose to glucose and galactose. In Lb. helveticus, the lacLM genes encoding 13-galactosidase are divergently transcribed from lacR and lac5, which are separated by 2 kb of DNA (Fortina et al., 2003). Transcription studies confirmed the regulatory role of LacR. In Lb. delbrueckii subsp, lactis and Lb. delbrueckii subsp, bulgaricus, the [3-galactosidase (lacZ) and permease occur in the order lacSZ. Recent investigation of the regulation of the lactose operon in Lb. delbrueckii has resulted in some interesting observations (Lapierre et al., 2002). The lacSZ genes in Lb. delbrueckii subsp, lactis are regulated by lacR, whereas the L. delbrueckii subsp, bulgaricus, genes were known to be constitutive and unstable due to the presence of insertion elements. Comparison of the lactose metabolism systems of both species revealed that the presence of the insertion elements alone was not sufficient to deregulate the operon, and mutation in the lacR gene must have occurred to make expression constitutive in Lb. delbrueckii subsp, bulgaricus. The proteolytic system of the thermophilic lactobacilli has been investigated extensively. Cell envelopeassociated proteinases have been identified in both Lb. delbrueckii and Lb. helveticus, and Lb. helveticus CNRZ32 may encode more than one proteinase (Pederson et al., 1999). In addition, 18 peptidases from thermophilic
Starter Cultures: Genetics
lactobacilli have been described (Christensen etal., 1999). The mechanism of regulation has not been determined for the peptidase genes with the exception of pepQ. A homologue of the CcpA (Central regulator of C metabolism) catabolite regulator has been found upstream of all LAB pepQ genes investigated and shown to regulate the expression of pepQ in Lb. delbrueckii subsp, lactis.
Genetic manipulation The genetic interrogation of Lb. helveticus strains is far advanced than Lb. delbrueckii. A major obstacle with Lb. delbrueckii strains was inadequate transformation protocols, a problem that has only recently been resolved (Serror et al., 2002). In contrast, the early resolution of an efficient electrotransformation protocol for laboratory strains of Lb. helveticus allowed the development of gene replacement technologies (Bhowmik et al., 1993). Lactobacillus species harbour many native plasmids (Wang and Lee, 1997) but the tools for manipulating the strains are derived from lactococcal studies. The ability to generate mutants was instrumental in characterising the proteolytic system of Lb. helveticus. In addition, it has facilitated the first metabolic engineering studies. Inactivation of the ldhD gene, which encodes D-lactate dehydrogenase responsible for the production of the D-lactate isomer, resulted in strains that produced the more desirable I_-lactate isomer only (Kyla-Nikkila et al., 2000). Similar studies on Lb. delbrueckii await the development of the necessary genetic tools. Moreover, both species lack proper gene expression systems.
Streptococcus thermophilus
Streptococcus thermophilus is used in combination with other starter bacteria for the manufacture of Swiss and Italian cheese varieties (with Lb. helveticus or Lb. delbrueckii subsp, lactis) and yoghurt (with Lb. delbrueckii subsp, bulgaricus). The use of Sc. thermophilus has increased significantly during the past two decades because of the increase in the consumption of yoghurt and Mozzarella cheese. Sc. thermophilus, like other LAB, is responsible for producing lactic acid but it can also synthesise exopolysaccharides (EPSs) that typically impart a desirable 'ropy' or viscous texture and viscosity to fermented milk products. EPS-producing cultures are particularly important in yoghurt manufacture and have recently been shown to improve the functional properties of low-fat or part-skim Mozarella cheese (Broadbent et al., 2003).
Chromosome The sequence of two strains of Sc. thermophilus, LMG18311 and CNRZ1066, has been completed, while
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a third strain, LMD-9, is near completion (Klaenhammer et al., 2002). Both completed genomes contain ---1.8 mb of sequence encoding about 1800 open reading frames. They are organised as a single circular chromosome and show 95% identity at the nucleotide level. Analysis of the sequence also revealed several metabolic features found in common with pathogenic streptococci even though Sc. thermophilus is characterised as a GRAS (Generally Regarded As Safe) organism.
Important traits Genes coding for metabolic pathways involved in lactose metabolism, protein and peptide utilisation, and polysaccharide production have been sequenced and characterised. Sc. thermophilus appears to be especially well-adapted for growth in milk with its preference for lactose as a sugar source for glycolysis (van den Bogaard et al., 2000). This contrasts with other LAB that show a preference for glucose. Lactose metabolism is initiated by the uptake of the sugar across the cell membrane via a permease belonging to the glycoside-pentoside-hexuronide-cation symporter family (Poolman et al., 1996). The gene for the transporter (lacS) and [3-galactosidase (lacZ), required to hydrolyse lactose to glucose and galactose, are organised in an operon with the gene order lacSZ. The glucose is metabolised to lactic acid whereas in most strains galactose cannot be metabolised and is expelled into the external medium (Fig. 2; Gunnewijk and Poolman, 2000). However, Sc. thermophilus does encode the genes (galKTEM) for galactose metabolism upstream of the lacSZ. The inability to metabolise the galactose appears to be related to poor expression of galK (Vaillancourt etal., 2002). Transcription of the lac and the gal genes is governed by the sugar present in the medium and a homologue of the global regulator, CcpA. This regulator acts to repress the expression of lacSZ, probably to match an overcapacity for lactose uptake with rate-limiting glycolytic flux (van den Bogaard et al., 2000). The genetic components of the Sc. thermophilus proteolytic system have not been investigated as extensively as those of Lactococcus or some Lactobacillus species. As a rule, the thermophilic lactobacilli have greater proteolytic activity than Sc. thermophilus, and this is one of the facets of their symbiotic relationship. Although most Sc. thermophilus strains either do not express or express very low levels of CEP activity, a proteinase gene (prtS) has been cloned and sequenced (Fernandez-Espla etal., 2000). The product bears similarities to the CEPs from other LAB being a multi-domain protein belonging to the subtilase family. Sc. thermophilus has also been shown to contain at least 14 different peptidases, two of which
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possess biochemical activities not observed in Lactococcus (Rul and Monnet, 1997). The genes for a limited number of these peptidases have been cloned and characterised, including two aminopeptidases (pepN and pepC), an endopeptdiase (pepO), a X-prolyldipeptidyl (pepX) gene and a unique aminopeptidase (pepS) (Anastasiou etal., 2002). Analysis of the genome sequence data should identify the remaining genes corresponding to the activities detected biochemically for Sc. thermophilus. The important contribution of EPSs to the texture and rheological properties of fermented milk products, especially yoghurt, has prompted genetic characterisation of the large eps gene clusters. Four distinct clusters consisting of at least nine genes have been sequenced to date although the function of the majority of gene products can only be inferred from sequence or structural homologies (Broadbent et al., 2003). In general, the genes in the 5' region of the clusters appear to encode regulators of EPS synthesis, chain length determination and membrane translocation. These open reading frames are followed by genes, most likely encoding the glycosyl-l-phosphate transferase glycosyhransferase for assembly of the polysaccharide repeating unit and enzymes involved in repeat unit polymerisation. The remaining genes are probably required for membrane translocation of the polymer subunits and production of sugar nucleotide precursors. More definitive data exists for only five of the thirteen-gene Sc. thermophilus strain Sfi6 eps cluster (Stingele et al., 1999). The epsE, F, G, H and I genes were cloned and over-expressed in E. coli and the data demonstrated that EpsE catalyses the first step in the biosynthesis of the EPS-repeating unit. It exhibits phosphogalactosyltransferase activity and transfers galactose to the lipophilic carrier. The second step is performed by EpsG, which transfers an ot-N-acetylgalactosamine to the first [3-galactoside. The activity of EpsF was investigated by characterising the EPS produced by an Sc. therrnophilus epsF deletion mutant, which suggested that epsF codes for the branching galactosyhransferase. The epsI gene probably codes for the [3-1,3-glucosyltransferase, since it is the only glycosyhransferase for which no gene has been assigned and it exhibits similarity to other [3-glycosyltransferases. These studies improve our understanding of EPS biosynthesis and will be important for potentially novel applications likely to emerge inside and outside the dairy industry for polysaccharides and EPS + cultures.
Genetic manipulation Sc. thermophilus has very few native plasmids but this has not greatly hampered the development of genetic tools for the manipulation of these bacteria. Transform-
ation protocols have been established, and tools employed in studying Lactococcus have been readily adapted to Sc. thermophilus. For example, the twoplasmid integration system described above, based on a temperature sensitive pWV01 origin of replication, has been successfully adapted for Sc. thermophilus (Labarre et al., 2001). There is a requirement for a controlled expression system analogous to the NICE system of Lactococcus but the genomics approach is likely to provide the basis for improved molecular tools for the genetic investigation of Sc. thermophilus. G e n o m i c s of Starter B a c t e r i a
The genetics of starter bacteria and indeed biology as a discipline are undergoing a revolution. Developments in high throughput sequencing technologies have facilitated the progression to genome-scale sequencing projects. According to the Genomes Online Database (http:llwit.integratedgenomics.comIGOLD/), there are 717 prokaryotic and eukaryotic genome-sequencing projects ongoing or completed at the time of writing (June 2003). These include three Lc. lactis strains, ten different Lactobacillus species and strains, four Sc. therrnophilus strains, two Oenococcus oeni strains and one strain each of Leuconostoc mesenteroides and Pediococcus pentosaceus. The availability of this information will radically alter our understanding of starter bacteria. In addition to delineating the genetic complement of each of the species, comparative genomics will allow the identification of the unique genetic traits encoded by each of the bacterial strains. Moreover, the genomic data opens the door for microarray and proteomic technologies. Microarrays, or DNA chips, are essentially glass slides with a representative sample of every gene in a genome spotted onto the surface. They can be used to detect which genes in the genome are expressed under a specific set of conditions. Proteomics refers to new, rapid protein identification systems coupled with improved separation techniques that can individually identify and quantify the proteins present in a cell. Both microarray and proteomic technologies rely on sequence data to produce genome-wide transcription and protein expression profiles. They provide real-time data on RNA expression, protein expression and protein interactions. The genomics approach ultimately provides a comprehensive global prospective on the bacterium, its metabolism and response to the environment. High throughput screening technologies based on these techniques probably represent the future of starter genetics research. These technologies have the potential to produce cultures that can be used readily in industrial fermentations and avoid the need for recombinant DNA technologies which are unlikely to
Starter Cultures: Genetics
become acceptable for food production processes in the near future.
Conclusion As we enter the post-genomics age of starter research, it is important to appreciate the landmark discoveries that have enabled our detailed understanding of these industrially relevant bacteria. These have included the elucidation of important traits such as lactose utilisation and casein breakdown and also the development of sophisticated genetic tools. From the genetic point of view, given the level of complex manipulation routinely used with Lc. lactis, it can be considered the E. coli of the LAB, i.e., the genetic workhorse. However, tools are rapidly being developed or adapted and applied to the other LAB. This, allied to the exponential increase in sequence data among the group, will undoubtedly lead to the development of more reliable and valuable strains. These enhanced strains will likely include those engineered to produce nutritional compounds such as folate for improved h u m a n health.
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coccus lactis N8 suggests a non-lactococcal origin of the conjugative nisin-sucrose transposon. DNA Seq. 5,203-218. Jensen, L.J., Friis, C. and Ussery, D.W. (1999). Three views of microbial genomes. Res. Microbiol. 150, 773-777. Klaenhammer, T.R. (1988). Bacteriocins of lactic acid bacteria. Biochimie 70,337-349. Klaenhammer, T.R. and Sanozky, R.B. (1985). Conjugal transfer from Streptococcus lactis ME2 of plasmids encoding phage resistance, nisin resistance and lactose-fermenting ability: evidence for a high-frequency conjugative plasmid responsible for abortive infection of virulent bacteriophage.J. Gen. Microbiol. 131, 1531-1541. Klaenhammer, T., Ahermann, E., Arigoni, E, Bolotin, A., Breidt, E, Broadbent, J., Cano, R., Chaillou, S., Deutscher, J., Gasson, M., van de Guchte, M., Guzzo, J., Hartke, A., Hawkins, T., Hols, P., Hutkins, R., Kleerebezem, M., Kok, J., Kuipers, O., Lubbers, M., Maguin, E., McKay, L., Mills, D., Nauta, A., Overbeek, R., Pel, H., Pridmore, D., Saier, M., van Sinderen, D., Sorokin, A., Steele, J., O'Sullivan, D., de Vos, W., Weimer, B., Zagorec, M. and Siezen, R. (2002). Discovering lactic acid bacteria by genomics. Antonie van Leeuwenhoek 82, 29-58. Kleerebezem, M., Boekhorst, J., van Kranenburg, R., Molenaar, D., Kuipers, O.P., Leer, R., Tarchini, R., Peters, S.A., Sandbrink, H.M., Fiers, M.W., Stiekema, W., Lankhorst, R.M., Bron, P.A., Hoffer, S.M., Groot, M.N., Kerkhoven, R., de Vries, M., Ursing, B., de Vos, W.M. and Siezen, R.J. (2003). Complete genome sequence of Lactobacillus plantarum WCFS1. Proc. Natl. Acad. Sci. USA 100, 1990-1995. Kuipers, O.E, Beerthuyzen, M.M., de Ruyter, EG., Luesink, E.J. and de Vos, W.M. (1995). Autoregulation of nisin biosynthesis in Lactococcus lactis by signal transduction. J. Biol. Chem. 270, 27299-27304. Kunji, E.R., Mierau, I., Hagting, A., Poolman, B. and Konings, W.N. (1996). The proteolytic systems of lactic acid bacteria. Antonie van Leeuwenhoek 70, 187-221. Kyla-Nikkila, K., Hujanen, M., Leisola, M. and Palva, A. (2000). Metabolic engineering of Lactobacillus helveticus CNRZ32 for production of pure L-(+)-lactic acid. Appl. Environ. Microbiol. 66, 3835-3841. Labarre, C., Schirawski, J., van der Zwet, A., Fitzgerald, G.E and van Sinderen, D. (2001). Insertional mutagenesis of an industrial strain of Streptococcus thermophilus. FEMS Microbiol. Lett. 200, 85-90. Lapierre, L., Mollet, B. and Germond, J.E. (2002). Regulation and adaptive evolution of lactose operon expression in Lactobacillus delbrueckii. J. Bacteriol. 184, 928-935. Law, J., Buist, G., Haandrikman, A., Kok, J., Venema, G. and Leenhouts, K. (1995). A system to generate chromosomal mutations in Lactococcus lactis which allows fast analysis of targeted genes. J. Bacteriol. 177, 7011-7018. Le Bourgeois, P., Lautier, M., van den Berghe, L., Gasson, M.J. and Ritzenthaler, P. (1995). Physical and genetic map of the Lactococcus lactis subsp, cremoris MG1363 chromosome: comparison with that of Lactococcus lactis subsp. lactis IL 1403 reveals a large genome inversion. J. Bacteriol. 177, 2840-2850.
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Magni, C., de Mendoza, D., Konings, W.N. and Lolkema, J.S. (1999). Mechanism of citrate metabolism in Lactococcus lactis: resistance against lactate toxicity at low pH. J. Bacteriol. 181, 1451-1457. Martin, M., Magni, C., Lopez, P. and de Mendoza, D. (2000). Transcriptional control of the citrate-inducible citMCDEFGRP operon, encoding genes involved in citrate fermentation in Leuconostoc paramesenteroides. J. Bacteriol. 182, 3904-3912. McAuliffe, O., O'Keeffe, T., Hill, C. and Ross, R.P. (2001). Regulation of immunity to the two-component lantibiotic, lacticin 3147, by the transcriptional repressor LtnR. Mol. Microbiol. 39,982-993. McKay, L.L. and Baldwin, K.A. (1975). Plasmid distribution and evidence for a proteinase plasmid in Streptococcus lactis C2-1. Appl. Microbiol. 29, 546-548. Mierau, I., Kunji, E.R., Leenhouts, K.J., Hellendoorn, M.A., Haandrikman, A.J., Poolman, B., Konings, W.N., Venema, G. and Kok, J. (1996). Multiple-peptidase mutants of Lactococcus lactis are severely impaired in their ability to grow in milk. J. Bacteriol. 178, 2794-2803. O'Sullivan, D., Coffey, A., Fitzgerald, G.E, Hill, C. and Ross, R.P. (1998). Design of a phage-insensitive lactococcal dairy starter via sequential transfer of naturally occurring conjugative plasmids. Appl. Environ. Microbiol. 64, 4618-4622. Pederson, J.A., Mileski, G.J., Weimer, B.C. and Steele, J.L. (1999). Genetic characterization of a cell envelopeassociated proteinase from Lactobacillus helveticus CNRZ32.J. Bacteriol. 181, 4592-4597. Pedersen, A.G., Jensen, L.J., Brunak, S., Staerfeldt, H.H. and Ussery, D.W. (2000). A DNA structural atlas for Escherichia coli. J. Mol. Biol. 299,907-930. Poolman, B., Knol, J., van der Does, C., Henderson, P.J., Liang, W.J., Leblanc, G., Pourcher, T. and Mus-Veteau, I. (1996). Cation and sugar selectivity determinants in a novel family of transport proteins. Mol. Microbiol. 19, 911-922. Rauch, P.J. and de Vos, W.M. (1992). Characterization of the novel nisin-sucrose conjugative transposon Tn5276 and its insertion in Lactococcus lactis. J. Bacteriol. 174, 1280-1287. Rodriguez, J.M. and Dodd, H.M. (1996). Genetic determinants for the biosynthesis of nisin, a bacteriocin produced by Lactococcus lactis. Microbiologia 12, 61-74. Rul, E and Monnet, V. (1997). Presence of additional peptidases in Streptococcus thermophilus CNRZ 302 compared to Lactococcus lactis. J. Appl. Microbiol. 82, 695-704. Ryan, M.R, Rea, M.C., Hill, C. and Ross, R.P. (1996). An application in Cheddar cheese manufacture for a strain of Lactococcus lactis producing a novel broad-spectrum bacteriocin, lacticin 3147. Appl. Environ. Microbiol. 62, 612-619. Ryan, M.P., Jack, R.W., Josten, M., Sahl, H.G., Jung, G., Ross, R.P. and Hill, C. (1999). Extensive post-translational modification, including serine to D-alanine conversion, in
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the two-component lantibiotic, lacticin 3147. J. Biol. Chem. 274, 37544-37550. Serror, P., Sasaki, T., Ehrlich, S.D. and Maguin, E. (2002). Electrotransformation of Lactobacillus delbrueckii subsp. bulgaricus and Lb. delbrueckii subsp, lactis with various plasmids. Appl. Environ. Microbiol. 68, 46-52. Siezen, RJ., Bruinenberg, P.G., Vos, P., van Alen-Boerrigter, I., Nijhuis, M., Alting, A.C., Exterkate, EA. and de Vos, W.M. (1993). Engineering of the substrate-binding region of the subtilisin-like, cell-envelope proteinase of Lactococcus lactis. Protein Eng. 6,927-937. Snoep, J.L., Teixeira de Mattos, MJ., Starrenburg, MJ. and Hugenholtz, J. (1992). Isolation, characterization, and physiological role of the pyruvate dehydrogenase complex and alpha-acetolactate synthase of Lactococcus lactis subsp, lactis bv. diacetylactis. J. Bacteriol. 174, 4838--4841. Stingele, E, Newell, J.W. and Neeser, J.R. (1999). Unraveling the function of glycosyltransferases in Streptococcus thermophilus Sfi6. J. Bacteriol. 181, 6354-6360. Vaillancourt, K., Moineau, S., Frenette, M., Lessard, C. and Vadeboncoeur, C. (2002). Galactose and lactose genes from the galactose-positive bacterium Streptococcus salivarius and the phylogenetically related galactose-negative bacterium Streptococcus thermophilus: organization, sequence, transcription, and activity of the gal gene products. J. Bacteriol. 184, 785-793. van den Bogaard, RT., Kleerebezem, M., Kuipers, O.P. and de Vos, W.M. (2000). Control of lactose transport, betagalactosidase activity, and glycolysis by CcpA in Streptococcus thermophilus: evidence for carbon catabolite repression by a non-phosphoenolpyruvate-dependent phosphotransferase system sugar. J. Bacteriol. 182, 5982-5989. van Kranenburg, R., Kleerebezem, M. and de Vos, W.M. (2000). Nucleotide sequence analysis of the lactococcal EPS plasmid pNZ4000. Plasmid 43, 130-i36. Vaughan, E.E., David, S., Harrington, A., Daly, C., Fitzgerald, G.E and de Vos, W.M. (1995). Characterization of plasmidencoded citrate permease (citP) genes from Leuconostoc species reveals high sequence conservation with the Lactococcus lactis citP gene. AppI. Environ. Microbiol. 61, 3172-3176. Wang, T.T. and Lee, B.H. (1997). Plasmids in Lactobacillus. Crit. Rev. Biotechnol. 17,227-272. Wiedemann, I., Breukink, E., van Kraaij, C., Kuipers, O.R, Bierbaum, G., de Kruijff, B. and Sahl, H.G. (2001). Specific binding of nisin to the peptidoglycan precursor lipid II combines pore formation and inhibition of cell wall biosynthesis for potent antibiotic activity. J. Biol. Chem. 2 76, 1772-1779. Yvon, M., Chambellon, E., Bolotin, A. and Roudot-Algaron, E (2000). Characterization and role of the branched-chain aminotransferase (BcaT) isolated from Lactococcus lactis subsp, cremoris NCDO 763. Appl. Environ. Microbiol. 66, 571-577.
Starter Cultures: Bacteriophage S. McGrath, National Food Biotechnology Centre, Department of Microbiology, University College, Cork, Ireland G.F. Fitzgerald, National Food Biotechnology Centre, Departments of Microbiology and Food and Nutritional Sciences, University College, Cork, Ireland D. van Sinderen, Department of Microbiology, University College, Cork, Ireland
Bacteriophage Bacteriophages (or phage) are viruses that attack bacteria. Unlike prokaryotic and eukaryotic cells, viruses are acellular and are composed of a nucleic acid core surrounded by a proteinaceous coat, and in some cases, a lipid-containing envelope. Viruses are obligate parasites and outside the host cells they are essentially nonliving organic molecules, whereas within host cells, they exhibit various functions that are characteristic of living systems. Viruses are not included in the recognised kingdoms of living organisms and they have been divided into three large groups depending on the host u t i l i s e d animal viruses (viruses that replicate in animals), plant viruses (viruses that replicate within plants) and bacteriophage (viruses that replicate within bacterial cells). Twort (1915) and d'H~relle (1917) were the first to recognise viruses that infect bacteria, and d'Herelle coined the term 'bacteriophages', literally meaning 'eaters of bacteria'.
Bacteriophage Multiplication Depending on the type of life cycle employed, bacteriophage may be differentiated into two groups: lytic or temperate. Infection of a bacterial cell by a lytic (or virulent) bacteriophage ultimately leads to the death and lysis of that cell. In addition to eliciting a lytic cycle, temperate (or lysogenic) bacteriophages are also capable of entering into a life cycle that does not result in the death of the host cell. This non-lethal life cycle is accomplished through the ability of the bacteriophage to integrate its genome in a stable manner into that of the host cell chromosome. This integrated prophage DNA is faithfully replicated in situ by the host cell's DNA replication apparatus during chromosomal replication, and all progeny cells will therefore receive a copy of it. Integrated prophages may, in response to specific stressful environmental conditions, excise from the host genome and enter into the lytic
cycle (Fig. 1). The specific stages of the phage life cycle will be discussed later.
Bacteriophage of Lactic Acid Bacteria Members of the lactic acid bacteria (LAB) such as Lactococcus lactis, Streptococcus thermophilus, and Lactobacillus, Leuconostoc and Pediococcus spp. are commonly used on an industrial scale in the dairy industry for the production of fermented milk products such as cheese, buttermilk and yoghurt. Bacteriophages are associated with most bacterial species and are therefore ubiquitous in environments where their bacterial hosts are encountered. Bacteriophages infecting Lactococcus were first identified by Whitehead and Cox (1935) and have since been recognised as the major cause of disruption in dairy fermentations. In the modern dairy industry, the disruption of lactic acid fermentations by bacteriophages can lead to serious economic losses. Although technological advances in fermentation processes in conjunction with stringent sanitisation regimes may have reduced the incidence of bacteriophage infection, it has certainly not eliminated it. The persistent problem of bacteriophage infection has focused research on developing phage-resistant starter strains. These studies have involved analysis of phage-host interactions and the characterisation of the genetic processes essential for the phage life cycle. Research initially concentrated on phages that infect lactococcal spp., but more recently interest has expanded to other LAB phages, such as those that infect Lactobacillus spp. and Sc. thermophilus. The advent of molecular biology research tools, such as automated DNA sequencers and bioinformatics, has enabled the complete sequence determination of a still growing number of LAB bacteriophage genomes. This research has led not only to the improvement of the bacterial strains used in the dairy industry and the development of phage-resistance systems, but at a more fundamental level, has provided a detailed understanding of the
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164 Starter Cultures: Bacteriophage
A1
C1 [ ~
A2
C2 [ ~
A3
B1
B2
B3
C3
Figure 1 Morphological classification of bacteriophages, based on the classification schemes of Ackermann and DuBow (1987). A, Myoviridae; B, Siphoviridae; C, Podoviridae; 1, small isometric head; 2, prolate head; 3, elongated head. phage life cycle and an insight into the evolution of these organisms.
Control of Bacteriophage in the Dairy Plant Bacteriophage infection remains the largest cause of fermentation disruption in the dairy industry. The continual use of a single starter strain (or the same multiple-strain culture) can allow phage numbers in a cheese factory to rise to detrimental levels. This can result in the reduction in starter viability with a subsequent reduction in the overall rate of acid production, longer manufacturing times and poor flavour-development. The commercial consequences of phage infection include disruption of production schedules, reduction in product quality (and reduction in commercial value) and, in the most severe cases, abandonment of production. Since lactococcal phages were first identified, a number of strategies for reducing their impact in dairy fermentations have been developed. The modern dairy plant is specifically designed to reduce the incidence of phage infection. The area for starter culture preparation is generally physically separated from the production area, with restricted access in order to avoid cross-contamination by personnel. The maintenance of a slight positive pressure in the starter room also reduces the risk of contamination with phage from the factory environment. Further measures include heating of the bulk starter medium (->90 ~ for at least 20 min) and the filtration of cooling air using high efficiency particulate air (HEPA) filters. Closed fermentation vats have been introduced and equipment coming into contact with the milk is sanitised either by steaming or by
cold disinfection with chlorine and peracetic acid (Cogan and Hill, 1994; Limsowtin et al., 1996; Stanley, 1998). Traditionally, bulk starter preparation involved several scale-up steps from the mother culture through intermediate cultures to the final bulk starter. This process can be time-consuming and may offer the problematic phage a chance to multiply. The finding that the majority of lactococcal phages have an absolute dependence on calcium ions for successful infection (Reiter, 1956) has facilitated the development of phage-inhibitory media, incorporating Ca 2+ chelating agents, such as phosphate or citrate. Various other steps may be taken to minimise the risk of phage infection and have been reviewed elsewhere (Cogan and Hill, 1994; Limsowtin et al., 1996; Stanley, 1998). The process of bulk starter preparation may be circumvented through the use of commercially available frozen or freeze-dried concentrated cultures. Various types are available and may be used either to inoculate the bulk starter or the milk in the cheese vat directly (direct-set) (Limsowtin et al., 1996). Starter cultures used in the production of Cheddar cheese may be divided into two main groups: mixedstrain cultures and defined-strain cultures. Mixed-strain cultures contain not only different species of bacteria but also different strains of the same species. Approximately 90% of the bacteria in the culture contribute to acid production whereas the other 10% are involved in the production of flavour compounds (Cogan and Hill, 1994). The so-called P cultures (P for practice) that are widely used in the Netherlands are an example of the use of mixed-strain starters in the modern dairy industry. These cultures, which are permanently
Starter Cultures: Bacteriophage contaminated with non-disturbing phage, are used continuously without the need for rotation with phageunrelated cultures (Neve, 1996). The use of defined-strain starter cultures with different phage-host spectra within a carefully designed rotation scheme has proved to be an effective means of controlling phage proliferation. Defined-strain starters (DSS) are usually blends of two or more phage-unrelated strains, which may be used on a rotating basis for cheesemaking (Cogan and Hill, 1994; Neve, 1996). This minimises their exposure to environmental phage in the plant and consequently curtails the accumulation of a specific problematic phage. Heap and Lawrence (1976) developed an elegant protocol for the identification of phage-resistant starter strains. This method involves the sequential culturing of strains in the presence of a cocktail of bacteriophage under conditions similar to those used for cheese manufacture. Cultures identified in this manner have been used extensively in the production of Cheddar cheese. The discovery that lactococci contain plasmids (Cords et al., 1974) enabled researchers to begin unravelling the genetic basis for phage resistance in these bacteria, in earnest. For the dairy industry, a significant outcome of this research has been the development of new and improved phage-resistant strains with desirable fermentative traits. This research has been the focus of several reviews (Klaenhammer and Fitzgerald, 1994; Dinsmore and Klaenhammer, 1995; Garvey et al., 1995a; Allison and Klaenhammer, 1998; Forde and Fitzgerald, 1999; Coffey and Ross, 2002). The continuous development of novel products coupled with increasing production in the dairy industry will undoubtedly pose new challenges for plant engineers, food technologists and microbiologists in the prevention of phage infection.
Classification of LAB Bacteriophage A great deal of research on LAB bacteriophage has focussed on the development of a coherent classification scheme that would accurately reflect the evolutionary relationships between phages. These classification schemes originally relied on the morphological and serological properties of phage, phage-host interactions and protein content. In more recent times, DNA:DNA hybridisation and DNA sequence information have been used.
165
The original classification was developed by Bradley (1967) and current classification is based on the work of Ackermann and DuBow (1987). Three distinct morphotypes are d e f i n e d - Myoviridae (Bradley group A) which exhibit contractile tails, Siphoviridae (B) which have long non-contractile tails and Podoviridae (C) which have short non-contractile tails (Ackermann and DuBow, 1987). Almost all phages that infect LAB identified to date belong to the Siphoviridae family, although some lactococcal phage belong to the Podoviridae family (Jarvis et al., 1991). Members of the Siphoviridae have been further divided into three subgroups on the basis of head morphology (Bradley, 1967; Ackermann and DuBow, 1987). Group B1 members have a small isometric head, group B2 members have a prolate head, and group B3 have an elongated head. Podoviridae bacteriophages are similarly subdivided into three groups (C1, C2 and C3) on the basis of head morphology (Fig. 1). The vast majority of phages that infect lactococcal and Lactobacillus species belong to the Siphoviridae morphotype B1 or B2. However, some exceptions have been noted, i.e., a number of Podoviridae phages that infect Lactococcus have been identified (Saxelin et al., 1979, 1986; Braun et al., 1989). Sechaud et al. (1992) identified and classified a number of morphologically distinct phages that infect Lb. helveticus, which have an isometric head and a contractile tail of variable length. All Sc. thermophilus phages reported to date are of the B1 morphotype of the Siphoviridae family.
Host range Classification schemes for LAB phage based on host range are particularly relevant to the dairy fermentation industry. However, these schemes rarely agree with those based on other criteria. For example, in one study it was found that Sc. thermophilus phage with similar host ranges exhibited limited DNA homology, whereas phage with similar DNA restriction profiles exhibited a completely different lytic spectrum (Mata and Ritzenthaler, 1988). Similar observations were made for phages of Lactococcus (Relano et al., 1987). These observations indicate that whatever the advantages these classification schemes may have from an applied viewpoint, they are of little taxonomic value.
Morphology
Serology
This is the classical method for viral classification and relies on direct microscopic examination to characterise the physical shape of the virus particle (Fig. 1).
Several attempts have been made to classify Sc. thermophilus and lactococcal bacteriophage on the basis of their serological properties (Kivi et al., 1987;
166 Starter Cultures: Bacteriophage Mata and Ritzenthaler, 1988; Jarvis, 1989; Br(issow et al., 1994a). However, a serious drawback of this method is that it is based on differences in antigenic properties exposed on the external structure of the virion and is therefore indicative of the expression of only a small part of the genome.
Structural protein profiles Protein profile analysis has been commonly used to classify Sc. thermophilus bacteriophage and has been found to generally agree with other schemes. To date, three different types of protein profiles have been described for phage that infects Sc. thermophilus. Kivi et al. (1987) described phage containing four major proteins, while several reports have described Sc. thermophilus phage with either two or three major structural proteins (Neve et al., 1989; Prevots et al., 1989; Benbadis et al., 1990; Fayard et al., 1993; Le Marrec et al., 1997; Stanleyet al., 1997). There is a correlation between the method of DNA packaging and the number and type of structural proteins, for both Sc. thermophilus and Lb. delbrueckii phages (Forsman and Alatossava, 1991; Le Marrec et al., 1997). Lactococcal phages are generally found to have between one and three major structural proteins together with a varying number of minor structural proteins (Arendt et al., 1994; Johnsen et al., 1996; Van Sinderen et al., 1996). Neve (1996) reported that lactococcal phages of different morphotypes tend to have different protein profiles.
DNA homology Classification of LAB phage based on DNA homology will evaluate the entire phage genome as opposed to a specific portion, which may encode, for example, the structural genes. On the basis of DNA:DNA hybridisation studies, twelve genetically distinct lactococcal
Table 1
phage species have been defined (Jarvis et al., 1991) (Table 1). Phages that infect Sc. thermophilus appear to be more closely related to one another than those that infect Lc. lactis and they probably belong to a single homology group (Neve et al., 1989; Benbadis et al., 1990; Fayard et al., 1993; Br(issow et al., 1994a,b; Le Marrec et al., 1997). However, the degree of homology does vary and a number of subgroups have been proposed (Neve et al., 1989; Prevots et al., 1989; Benbadis et al., 1990; Fayard et al., 1993). Four different homology groups have been defined for phage of Lb. delbruekii, with the majority of phages belonging to one specific group, designated 'R (Mata et al., 1986; Lahbib-Mansais etal., 1988; Sechaud etal., 1988; Forsman and Alatossava, 1991; Forsman, 1993). However, Lahbib-Mansais et al. (1988) have also described a second homology group, distinct from the Lb. delbrueckii phage group. This is comprised of five members, all of which infect Lb. delbrueckii.
LAB Bacteriophage Epidemiology Of the twelve lactococcal phage species described by Jarvis et al. (1991), phage of three species, c2, 936 and P335, represent the majority of industrial isolates. Most of LAB phages are classified as Siphoviridae, with a noncontractile tail and a small isometric head, such as members of the 936 and P335 species (morphotype B1), whereas c2 type phages have a non-contractile tail with a prolate head and are classified as B2 morphotypes (Ackermann and DuBow, 1987). In a survey of Canadian dairy plants, Moineau et al. (1992) found that members of the c2 species were isolated with the highest frequency whereas, in a later study conducted in the United States, 80% of the phages identified were
Lactococcal phage species, type phages and members (adapted from Jarvis et al., 1991)
Family
Morphotype species
Phage type
Phage
Members
Siphoviridae
B1 B1
936 P335
P008 P335
B1 B1 B1 B1 B1 B1 B2 C2 C3
P107 1483 P087 1358 BK5-T 949 c2 P034 KSY1
P107 1483 P087 1358 BK5-T 949 c6A P034 KSY1
P008, F4-1, skl, blL41, blL66, 4~US3 P335, 4~LC3, rlt, Tuc2009, TP901-1, 4~31,4~50, Q30, Q33, ul36 P107 1483 P087 1358 BK5-T a 949 c2, blL67, 4~vML3, ~197, P001 P034 KSY1
Podovi ridae
a It has been proposed that BK5-T should be assigned to the P335 species (Labrie and Moineau, 2002).
Starter Cultures: Bacteriophage
167
the assumed origin of replication and both package their DNA utilising a cos site. Each has a relatively small genome, with the complete sequence of blL67 being 22 195 bp, compared to 22 163 bp for c2. c2 and blL67 share about 80% of the overall nucleotide sequence identity (Lubbers etal., 1995). However, this is not evenly distributed along the entire genome, with some regions sharing more than 90% identity and others less than 40% (Lubbers et al., 1995). The early region of c2 encompasses approximately 7 kb of DNA, which harbours 22 putative ORFs. Similarityderived functions have been assigned to some of these and they include a DNA polymerase, a recombination protein, a sigma factor and a transcriptional regulator (Jarvis etal., 1995; Lubbers etal., 1995). The late region spans around 16 kb, and 17 ORFs have been identified in this section of the genome. N-terminal sequence analysis identified three major and eight
classified as representatives of the 936 species (Moineau et al., 1996). Similarly, Jarvis et al. (1991) reported that the majority of phages identified in New Zealand, the United States and Ireland were of the 936 species. In the last 10 years or so, P335 type phage has been encountered with increasing frequency and it has been proposed that members of this species represent an emerging dominant phage type in industrial environments (Alatossava and Klaenhammer, 1991; Moineau et al., 1992, 1996; Durmaz and Klaenhammer, 2000).
Prolate-headed phage The two sequenced Lc. lactis prolate-headed phage, blL67 (Schouler et al., 1994) and c2 (Lubbers et al., 1995), display a very similar genetic organisation (Fig. 2). The genomes of both phages are divided into two divergently oriented clusters consisting of the 'early' and 'late' transcribed regions. The divergent clusters are separated by
(A) c2 (c2)
Late
Early .......----q ori
cos
~
L ~
Replication ~
COS
Lysis ~---[MorphogenesisH PackagingH
MorphogenesiHs Lysis
(B) 936 (sk 1 )
Early
Late
Middle
ori
cos
acka0in0 H "or0ho0enesisH ',sis I--
I Replicati~e (c) P335 (TP901-1)
Lysogenic Lytic early sttP
II genetic switch
Lytic middle 1. .. ac/cos
IntegrationF~-~:!:~":', q Replication
Lytic late ..-~1
Morphogenesis H Lysis F
Figure 2 Schematic representation of the genomic arrangements of the three main lactococcal phage groups: (A) c2, prolate headed; (B) 936, small isometric headed; (c) P335, small isometric headed. Blocks represent genomic regions containing genes involved in the bacteriophagelife cycle.
168
Starter Cultures: Bacteriophage
minor structural proteins (many of which appear to be post-translationally processed) (Lubbers et al., 1995). In addition, two putative holins and a lysin were identified (Jarvis et al., 1995; Lubbers et al., 1995). Similarly, the early region of blL67 harbours 21 ORFs spanning approximately 7 kb while the late region consists of about 15 kb of DNA, containing 16 putative ORFs. A holin, a terminase subunit, a minor tail subunit, lysin, DNA polymerase and a protein involved in recombination were tentatively identified on the genome (Schouler et al., 1994). Small isometric-headed phage
All remaining LAB phage for which the entire genome sequence has been determined have a small isometric head. They include six Sc. thermophilus, three Lactobacillus and thirteen lactococcal phages (Table 2). Of the thirteen completely sequenced small isometricheaded lactococcal phages, b i l l 7 0 and ski are mem-
Table 2
bers of the 936 spp. Six of the remaining eleven phages in this group were identified as prophages on the Lc. lactis IL1403 genome, and bioinformatic analysis revealed that three belong to the P335 group of temperate phage, whereas the remaining three are most probably satellites relying on helper phage(s) for multiplication (Chopin et al., 2001). The remaining five members are P335-type phages (Table 2). Three consecutive phases of transcription (early, middle and late) were apparent for the 936-type phage, skl (Chandry et al., 1997) (Fig. 2). The remaining sequenced small isometric LAB phages, include lactococcal P335 spp., and Sc. thermophilus and Lactobacillus phages, all of which share a very similar genetic organisation. The genomes of the lysogenic phages are arranged in two divergent clusters separated on one side by the attachment site and on the other by an intergenic region involved in the genetic switch (Fig. 2). The genome of the lytic Sc. thermophilus, Lactobacillus and lactococcal P335 phage is, for the most part, transcribed in one
List of bacteriophages infecting LAB for which the genome has been completely sequenced
Size/bp
Small isometric/ prolate headed, lytic/temperature
Number of putative ORFs
Reference
cos cos cos cos cos pac pac cos pac
22 22 28 31 33 38 36 40 36 35 41 36 14 14 15
Prolate, lytic Prolate, lytic S.la, lytic (936) S.I, lytic (936) S.I, temperate (P335) S.I, temperate (P335) S.I, temperate (P335) S.I, temperate (BK5-T) S.I, temperate (P335) temperate (P335) temperate (P335) temperate (P335) temperate temperate temperate
37 39 54 64 50 56 59 63 56 62 61 56 28 21 27
Schouler et al. (1994) Lubbers et aL (1995) Chandry et al. (1997) Crutz-Le Coq et aL (2002) Van Sinderen et al. (1996) Proux et al. (2002) Labrie and Moineau (2002) Mahanivong et al. (2001) Brondsted et al. (2001) Chopin et al. (2001) Chopin et al. (2001) Chopin et al. (2001) Chopin et al. (2001) Chopin et al. (2001) Chopin et aL (2001)
Lactobacillus LL-H (Lb. delbrueckfi) 4,gle (Lb. plantarum) 4,adh (Lb. gassed)
pac pac cos
34 657 42 259 43 785
S.I, lytic, S.I, temperate S.I, temperate
52 62 62
Mikkonen et al. (1996) Kodaira et aL (1997) Altermann et aL (1999)
Sc. thermophilus 4,01205 4,7201 DT1 Sfi19 Sfi21 Sfil 1
pac cos cos cos cos pac
43 35 34 37 40 39
S.I, S.I, S.I, S.I, S.I, S.I,
57 44 46 44 53 53
Stanley et al. (1997) Proux et al. (2002) Tremblay and Moineau (1999) Desiere et aL (1998) Desiere et aL (1998) Lucchini et aL (1998)
Phage Lactococcus blL67 c2 skl biLl70 rl-t Tuc2009 ul36 BK5-T TP901-1 blL285 b blL286 b blL309 b blL310 b blL311 b blL312 b
Cos/pac site
195 163 451 754 350 347 798 003 667 538 834 949 957 510 179
075 466 820 392 739 807
temperate lytic lytic lytic temperate lytic
a S.I, small isometric. b Prophage identified on the chromosome of Lc. lactis IL1403.
Starter Cultures: Bacteriophage
direction. However, transcription of these lytic genes may be controlled in a temporal manner. For example, transcriptional analysis of the P335-type phage, TP901-1, revealed that genes involved in the lytic cycle are transcribed in three distinct temporal phases, early, middle and late, with maximal transcript concentrations present after 10, 30 and 40 min post-infection, respectively (Fig. 2).
936 phage The first complete 936-type phage genome sequence available was that of (~skl (Chandry et al., 1997). Several of its 54 putative ORFs show sequence similarity to both the small isometric- and prolate-headed morphotypes. From a transcriptional point of view, the genome is organised into three segments, represented by the early (30 ORFs), the middle (40RFs) and the late (20 ORFs) transcribed regions. These regions are separated from each other by intergenic regions containing the cos site (middle and late), a transcription terminator (late and early) and divergent promoters (early and middle). The early region consists of ORFs thought to specify replication functions (the DNA polymerase subunits). The middle region is composed of four small ORFs just upstream of the cos site. No function has been assigned to these ORFs. The late region of the genome putatively encodes various structural proteins, proteins involved in the DNA packaging and the lysis functions of the phage (Chandry et al., 1997). The complete genome sequence of biLl70 has been published recently (Crutz-Le Coq et al., 2002). Sixty-four ORFs were identified and the function of 16 of them was assigned by significant homology to proteins in databases. Comparison of the biLl70 genome to that of skl showed that insertion/deletion events involving one or two ORFs were the main source of divergence in the early gene clusters. It was proposed that such events resulted in the replacement of a direct repeat-containing genomic fragment in biLl70, resulting in the acquisition of a new functional origin of replication by this phage (Crutz-Le Coq et al., 2002). Partial sequence information is available for other 936-type phages, including F4-1 (Chung et al., 1991; Kim and Batt, 1991a), bIL41 (Parreira et al., 1996) and bIL66 (Bidnenko et al., 1995). Sequence comparisons indicate that these 936-type phages are very closely related. For example, over 2 kb of the genome of ski (including most of the middle region) shows 84.9% identity to the expressed middle region of bIL66 (Chandry et al., 1997). Also, a 10.2-kb segment from the late region of bIL41 displays between 69 and 98% identity to an homologous segment from skl (Parreira et al., 1996; Chandry et al., 1997).
169
P335 phage Members of the P335 phage species are small, isometric-headed with a genome ranging from 30 to 42 kb. Bacteriophages included in the P335 species are heterogeneous, with phages utilising both cos and pac sites for DNA packaging, and this is the only lactococcal phage species that includes both virulent and temperate members. The first complete P335 phage genome sequence published was that of r l t (Van Sinderen et al., 1996). This is a temperate phage and its genome is arranged in two divergent clusters of 3 and 47 ORFs. This appears to be a life-cycle-specific orientation, i.e., the orientation of the ORFs believed to be involved in the lysogenic life cycle is opposite to the remaining ORFs, which are associated with the lytic life cycle. It appears, therefore, that the r l t genome is arranged such that all of the ORFs involved in the lytic life cycle are grouped in one large contiguous gene cluster. Such a lyric cluster appears to be composed of a number of functional modules which are transcribed and organised in a way that reflects the chronological order of the life cycle itself, i.e., those ORFs required for replication are transcribed first and are located at the proximal end of the gene cluster, followed by modules involved in DNA packaging, morphogenesis and, finally, cell lysis (Fig. 3). All other temperate P335-type phages, the genome of which have been sequenced, appear to exhibit this type of gene organisation. The most recent complete P335 phage genome available, that of u136, also represents the first virulent P335 member to be completely sequenced (Labrie and Moineau, 2002). Interestingly, the genome of this lytic phage appears to be arranged in two divergent clusters of 6 and 53 ORFs. The former represents a cryptic lysogeny module containing genes, the deduced protein products of which display similarities to phage integrases, repressors and a Cro protein. An incomplete lysogeny module was identified in another lytic P335 phage, d~31 (Madsen et al., 2001). These observations indicate that some virulent P335-type phages are derived from the temperate phage. Sc. thermophilus phage The five completely sequenced Sc. thermophilus phages appear to have a genetic arrangement very similar to that of the P335-type species of lactococcal phage, i.e., they have a modular arrangement made up of replication, packaging, morphogenesis and cell lysis components. It has been speculated that 4)01205 is closely related to the P335 group of lactococcal phage (Stanley et al., 1997). Sequence comparisons of Sc. thermophilus phage revealed a substantial amount of homology between them (Bruttin et al., 1997; Desiere et al., 1998,
170
Starter Cultures: Bacteriophage
Phage attachment to host cell
Phage DNA injection
DNA replication and synthesis of phage proteins
DNA packaging and morphogenesis
Cell lysis and release of progeny phage
;t;2 4'
/~ DNA injection blocking
Adsorption interference
/~
/~
systems
Late
infection
4.
s
Insertional mutagenesis
'1'. Recombinant superinfection exclusion
Antisense
4'
Triggered
Per
Figure 3 Schematic representation of LAB bacteriophage lytic life cycle showing main steps in phage development. (A) Stages at which naturally occurring phage resistance mechanisms arrest phage development; (B) Stages at which engineered phage resistance mechanisms arrest phage development.
1999, 2002; Lucchini et al., 1998, 1999a; Neve et al., 1998; Proux et al., 2002). Lactobacillus
phage
The genomes of the Lactobacillus phages, +gle (Kodaira et al., 1997), qbadh (Ahermann etal., 1999) and LL-H (Mikkonen et al., 1996) have been completely sequenced and display distinct similarities to the genomes of the P335 group of lactococcal bacteriophage, as well as those that infect Sc. thermophilus. The putative ORFs on the genome of these phages are clustered into a number of functional modules. Interestingly, although LL-H is a lytic phage, remnants of an integrase and an attachment site (similar to that of my4 (Auvray et al., 1997)) can be discerned, indicative of a direct evolutionary relationship between these two Lb. delbrueckii phages (Mikkohen etal., 1996). Furthermore, the genes encoding some of the structural proteins of these two phages were shown to be highly conserved (Vasala et al., 1993).
Genome Organisation and Evolution of LAB Bacteriophage All genomes of phages that infect LAB analysed to date consist of a double-stranded, linear DNA molecule with a G + C content consistent with that of the host chromosome (37% for lactococcal phages to - 4 8 % for phages of Lb. casei) (Forde and Fitzgerald, 1999). The
majority of chromosomes analysed are 18-40 kb in length, although larger sizes, up to 134 kb, have been reported (Prevots et al., 1990; Moineau et al., 1992). Two distinct genome types have been identified, based on the means by which the phage packages its DNA. Some phage genomes have cohesive ends consisting of single-stranded 3' overhangs of variable length, while others are said to be 'circularly permuted' and have 'terminal redundancy' (Black, 1989). Botstein (1980) has put forward 'a theory of modular evolution for bacteriophage' in which he proposed that the product of evolution is not a given virus but a family of interchangeable genetic elements (modules), each of which carries out a particular biological function. Furthermore, he proposed that evolution does not act primarily at the level of an intact virus, but at the level of individual functional units (modules). This theory is supported by analysis of available bacteriophage DNA sequences, where the genomes of phage are found to be organised in a life-cycle-specific manner, with modules containing genes coding for integration/excision, replication, structural proteins, assembly, DNA packaging and host cell lysis (Fig. 2). Homologous functions may be fulfilled by a number of distinct DNA segments that lack any sequence similarity. Particular modules may be exchanged through recombination among phages belonging to an interbreeding phage population. Hendrix et al. (1999) have further developed this theory and proposed
Starter Cultures: Bacteriophage 171 a model for the genetic structure dynamics of the global phage population in which all double-stranded (ds) DNA phage genomes are mosaics with access, by horizontal exchange, to a large common genetic pool but in which access to the gene pool is not uniform for all phages. Brassow and Desiere (2001) have discussed the evolution of phages of the Siphoviridae family using LAB phages as a model, and have proposed the establishment of a ~, super-group of Siphoviridae based on structural gene synteny. They also discuss the role of both vertical and horizontal evolutions in relation to these phages. The evolution of new lyric LAB bacteriophage due to the acquisition of genes and/or entire DNA modules, both of which are most probably derived from prophage sequences located on host cell chromosomes, has been reported in phages that infect Lactococcus (O'Sullivan et al., 1993; Moineau et al., 1994; Bouchard and Moineau, 2000; Durmaz and Klaenhammer, 2000). This finding is increasingly common, is likely to be a response to the selective pressure applied by phage resistance systems, and demonstrates the evolutionary flexibility of phage.
encoded membrane-associated protein, called Phage Infection Protein (PIP), from Lc. lactis subsp, lactis c2 has been identified as being necessary for the adsorption and subsequent DNA injection of a number of phages that infect this strain (Valyasevi et al., 1991, 1994; Geller etal., 1993; Monteville etal., 1994). Further studies demonstrated that although the PIP protein is essential for infection by a number of prolateheaded phages, PIP-mutants were still susceptible to infection by phages of the 936 and P335 species (Kraus and Geller, 1998). Genes homologous to pip have been identified in all strains of Lc. lactis tested (Garbutt et al., 1997). Analysis of the PIP protein reveals that it possesses a putative N-terminal signal peptide and six putative transmembrane-spanning domains (Geller et al., 1993). Other studies have indicated that another 32-kDa membrane-associated protein is also necessary for phage infection of Lc. lactis subsp, lactis c2 (Valyasevi et al., 1991). Lucchini et al. (2000) have recently identified a chromosomally encoded protein analogous to PIP in Sc. thermophilus. Insertional inactivation of this gene conferred a phage resistance phenotype on Sc. thermophilus Sfi11 against all fifteen phages used in the study (Lucchini et al., 2000).
Life Cycle of LAB Bacteriophage The individual steps that make up the bacteriophage life cycle will be discussed, with specific reference to phages of LAB (Fig. 4).
Lytic life cycle Phage adsorption/DNA injection The exact molecular mechanisms by which LAB phage attach to cells and inject their DNA are still not understood completely. However, studies undertaken so far indicate that the processes involved are consistent with those of the better-characterised Gram-negative phage, such as the T-even phage (Dreiseikelmann, 1994). Lactococcal phages appear to attach to the host cell at specific receptor sites which may or may not be evenly distributed over the cell surface (Budde-Niekiel and Teuber, 1987). The majority of phages attach in a tail-first orientation to a carbohydrate moiety of the cell wall. The sugars, galactose and/or rhamnose, have been implicated in most cases (Keogh and Pettinghill, 1983; Valyasevi et al., 1990; Monteville et al., 1994); however, more complex polysaccharide components and cell membrane lipoproteins have also been indicated (Oram, 1971; Schafer et al., 1991). This initial phage 'docking' is usually reversible and phages can detach following addition of sugars such as those mentioned above. This initial reversible phase of phage adsorption is followed by an irreversible phase. A chromosomally
Lysogenic/lytic switch Regulatory regions involved in the control of the lysis-lysogeny decision of temperate lactococcal bacteriophage (Boyce et al., 1995; Nauta et al., 1997; Madsen et al., 1999), temperate Lactobacillus phage (Kodaira et al., 1997; Ladero et al., 1998, 1999) and temperate Sc. thermophilus phage (Stanley et al., 1997; Neve et al., 1998; Lucchini et al., 1999b) have been described. It has become apparent that the general mechanism for life cycle decision is similar to that of bacteriophage ~,, where CI- and Cro-like repressors play opposing roles in a genetic switch mechanism (Ptashne, 1986). CI prevents transcription of the lyric genes (and positively regulates its own expression) by binding to specific DNA sequences (operators) located within the immunity region, whilst Cro prevents transcription of the genes involved in the establishment of lysogenic growth by binding the same operator sites with different affinities (Ptashne, 1986). Cro is a small protein consisting of 66 amino acids within which a helix-turn-helix motif can be discerned. Cro-like proteins in LAB phages do not exhibit a great deal of similarity, but many have been putatively identified based on their relative genome position and the criteria outlined above (Lucchini et al., 1999b). DNA replication For initiation of DNA replication to occur, a specific starting point of replication must be identified where
172
Starter Cultures- Bacteriophage
Bacterial cell Host chromosome Phage particle
@
-e>
~*--
~ ~
g#
Attachmentto host cell and injectionof DNA
O
..
DNA replication and synthesis of phage proteins
Integration of DNA into the host chromosome
".~'
, ,o'7
AL
Cell division
r
Induction
DNA packaging and hage morphogenesis
event
e.o o ~~ Cell lysis and release of progeny phage Integrated phage DNA replicates along with the host chromosome
Lysogenic life cycle Figure 4
i
i
9
9
Lytic life cycle
Lytic and lysogenic life cycles of bacteriophage.
opening of the double-stranded DNA double helix takes place prior to the recruitment of the replication machinery. The DNA region representing the initiation point for (phage) DNA replication, also referred to as the origin or replication (ori) is characterised by the
presence of two or more direct repeats, which facilitate binding of a sequence-specific duplex DNA-binding protein. Such a nucleoprotein-binding complex generally consists of 150-250 bp of DNA and multiple copies of a replication-specific DNA-binding protein.
Starter Cultures: Bacteriophage
Formation of the nucleoprotein complex invokes denaturation of an A + T-rich region of DNA directly adjacent to the ori, the single-stranded status of which is further promoted by single-stranded binding protein. By so marking the origin and providing a single-stranded DNA region, the replication fork proteins can be recruited to the correct initiation point, and nascent strand synthesis can ensue. Examples of this type of DNA replication initiation include the well-characterised chromosomal replication systems employed by k phage and E. coli (Marians, 1992). Analysis of replication modules of LAB phage has so far been largely at the level of database searches, with putative functions being assigned to individual genes on the basis of similarities to genes of known function. However, the study of phage otis and the exploitation of the interactions between phage/hostencoded replication proteins and their cognate phage otis has been quite rewarding. The first LAB phage ori to be described was that of the lactococcal phage, +50, followed by that of another lactococcal phage, +31 (Hill etal., 1990a; O'Sullivan et al., 1993). In both cases, it was shown that the copy number of an ori-containing plasmid drastically increases following infection by a phage utilising the same ori for replication. Furthermore, these plasmids also conferred a phage-resistance phenotype on the lactococcal host. This phenotype was termed per for phage-encoded resistance. These observations led to the conclusion that the phage ori sequences on the plasmid vectors were titrating essential replication functions away from the phage DNA which were in turn driving plasmid amplification. A putative origin of replication for the lactococcal phage, Tuc2009, designated ori2009, has also been identified (McGrath et al., 1999). The ori2oo9 sequence is located within the gene coding for the putative replisome organiser protein (rep2oo9), and its encoded protein specifically interacts with the ori2oo9 DNA (McGrath et al., 1999). In a further study, genes highly homologous to rep2oo9, that contained sequences identical to ori2oo9, were identified in two other lactococcal phages, Q30 and Q33 (McGrath et al., 2001), while a third repzoo9 homologue was identified in another closely related phage, u136 (Bouchard and Moineau, 2000). The ability of plasmids harbouring ori sequences to confer a phage-resistance phenotype was also used to identify otis in the 5c. thermophilus phages Sfi21, 1205 and 7201, and the Lb.~casei phage A2 (Foley et al., 1998; Moscoso and Suarez, 2000; Stanley et al., 2000). Interestingly, it was found that 7201 appears to contain two otis, each of which is capable of independently mediating a per phenotype (Stanley et al., 2000). Phages infecting 5c. thermo-
173
philus have been classified into two groups on the basis of their replication module. Members of replication group I employ an ori similar to that of 1205, while members of replication group II use an ori similar to one or both otis of 7201 (Stanley et al., 2OOO). Another method used to identify phage otis is based on their ability to act as bona fide origins of replication for plasmids. A 611-bp intergenic region located between the early and the late gene regions of the lactococcal phage c2 was identified as an ori in this manner (Waterfield et al., 1996). The presence of this DNA fragment was sufficient to drive plasmid replication in Lactococcus strains but not in E. coli. The absence of any ORFs within the 611-bp fragment suggests that replication of this plasmid requires only host-encoded factors. The c2 ori contains an A/T-rich region (78% A/T), which has several small perfect and imperfect inverted and direct repeats, a phenomenon characteristic of origins of replication. Highly similar sequences were also identified in two other lactococcal phages, bIL67 and +197 (Schouler et al., 1994). Phage replication module genes likely to code for topoisomerases, single-stranded DNA-binding proteins, replisome organisers, DNA helicase/primases and hellcase loader proteins have been putatively identified on the basis of similarity to sequences in the databases. Replication functions for phages infecting Lactococcus, Streptococcus and Lactobacillus have been identified in this manner (Forde and Fitzgerald, 1999).
DNA packaging For many phages, intracellular DNA replication results in the formation of large concatameric DNA molecules consisting of several phage genome complements (Black, 1989). Bacteriophages may employ one of the two mechanisms of packaging their genome into the (pro)-capsid prior to assembly and release of mature phage particles from the cell. Phages whose genome contains a pac site employ a so-called headful mechanism of DNA packaging. Here, the phage DNA is initially cut at the pac site, with each subsequent cut occurring when the prohead has been filled with DNA. This mechanism results in phage containing DNA molecules that are circularly permuted and terminally redundant, i.e., coding for more than one unit length of genome (Streisinger et al., 1967; Tye etal., 1974). Alternatively, phage genomes may contain a cos site. Cutting of the concatameric DNA molecules at these specific cos sites results in single genomic units with 3' overhangs on the DNA which are self-complementary (cohesive ends) (Murialdo, 1991). It has been demonstrated that the actual DNA translocation into the prohead requires the action of several proteins- the terminase complex, portal protein and the
174
Starter Cultures: Bacteriophage
expanded major head protein (Black, 1989). Packaging is initiated when the terminase binds to the specific pac or cos site. The terminase is composed of two subunits. The small subunit which binds to, and hydrolyses ATE is also thought to interact with the phage DNA, while the large subunit appears to bind to the prohead, and may be involved in cutting the concatameric DNA molecules. One of the structural elements of the phage, the portal protein, plays a role in forming the entrance to the phage head. The portal protein has also been implicated in conjunction with the terminase in initiating DNA packaging, DNA translocation and in determining the amount of DNA to be packaged in phages utilising the headful mechanism. The major capsid protein also hydrolyses ATP during the translocation of DNA (Black, 1989). DNA sequence analysis of the regions surrounding cos sites has revealed the presence of several conserved regions, which have been determined as being essential for binding of phage terminases (Chandry et al., 1994; Herrero et al., 1994; Nakashima et al., 1994; Schouler et al., 1994; Garcia et al., 1997). It has also been reported that cos regions have a high G + C content which is thought to be necessary for stable basepairing of the cos region once the phage genome has entered the cell. The majority of lactococcal phage genomes analysed to date possess cos sites (Klaenhammer and Fitzgerald, 1994); however, pac sites have been identified in the lactococcal phage, Tuc2009 and TPg01-1 (Arendt et al., 1994; Christiansen et al., 1994) and the Lactobacillus phages LL-H and Mv4 (Vasala et al., 1993). Le Marrec et al. (1997) have classified a number of 5c. therrnophilus phages into two groups, depending on the DNA packaging mechanism employed. Using Southern hybridisation, they demonstrated that all pac-containing phages tested contained homologs of the genes encoding the three major structural proteins of the pac-containing phage 01205, whereas all cos-containing phages tested exhibited homology to the gene specifying one of the structural components of the cos-containing phage ~b7201.
Structural proteins Structural protein synthesis begins immediately following phage DNA replication. One of the most comprehensive studies of the structural proteins of an LAB phage is that of ~bc2 (Lubbers et al., 1995). Three major structural proteins of 175, 90 and 29 kDa and eight minor proteins of 143, 82, 66, 60, 44, 42, 32 and 28 kDa were identified by SDS polyacrylamide gel electrophoresis (PAGE). The genes coding for these proteins were also identified. Several of the proteins were thought to have undergone post-translational modification by proteolytic cleavage. It was determined that 175, 143, 90, 82 and
66 kDa proteins had the same N-terminal amino acid sequence, which matched the gene product specified by the 15 gene. Similarly, two structural proteins of 29 and 28 kDa, although containing different N-terminal amino acid sequences, were shown to be encoded by the 17 gene. Using immunogold electron microscopy, it was shown that the structural proteins of 175 and 90 kDa represented major head proteins, while the 29- and 60-kDa proteins were the building blocks of the major tail and tail adsorption structures, respectively. Furthermore, the products of the head protein gene, 15, were suggested to be involved in forming covalently linked muhimers, including trimers, hexamers and small amounts of pentamers. This type of multimerisation has been proposed to be involved in the formation of the )~-icosohedral phage head. The techniques mentioned above, i.e., SDS-PAGE, N-terminal amino acid sequencing, immunological analysis, as well as homology searches of sequence databases, have been used to identify structural proteins of many other LAB phages (Hill, 1993; Klaenhammer and Fitzgerald, 1994; Garvey et al., 1995b; Davidson et al., 1996; Forde and Fitzgerald, 1999).
Bacteriophage lysis Lysis of the host cell by infecting bacteriophages results in the release of progeny phage and requires a cell wall-degrading enzyme (lysin). Three classes of lysin have been described to date, and they are differentiated on the basis of the peptidoglycan bond hydrolysed (Rodgers et al., 1980). However, only lysins of the first two classes described have been identified for phages that infect LAB. The first class, termed glycosidases, hydrolyses the glycosidic linkage between the amino sugars of the peptidoglycan and includes endo N-acetylglucosaminidases (or glucosaminidases) and endo N-acetylmuramidases (muramidases or lysozymes). The second class, N-acetyl muramoyl-k-alanine amidases (amidase), hydrolyses the N-acetylmuramoylL-amide linkage between the glycan strand and the cross-linking peptide. The third class, endopeptidases, break the peptide chain of the peptidoglycan. It has been proposed that lysin proteins consist of two separate modules, with the N-terminus determining the lytic activity and the C-terminal domain specifying cell wall-binding (Garcia et al., 1990). In support of this theory, a chimeric lysin protein has been constructed by fusing the N-terminal half of the lactococcal phage Tuc2009 lysin to the C-terminal domain of the major pneumococcal autolysin (Sheehan et al., 1996). This novel enzyme exhibited a glycosidase activity capable of hydrolysing cholinecontaining pneumococcal cell walls. It is noteworthy that some lysin-encoding genes employ atypical
Starter Cultures: Bacteriophage
start codons, and it has been suggested that these act as a control mechanism to prevent premature lysis of the host (Shearman et al., 1994). The second part of the LAB lysis cassette is the holin. Holins are small membrane-associated proteins, which cause non-specific lesions in the cytoplasmic membrane, thus allowing the lysin access to the cell wall (Young and Blasi, 1995). Holins have several welldefined characteristics, although they exhibit little similarity in either amino acid or DNA sequences. They generally contain a hydrophilic and charge-rich C-terminus, 2-3 hydrophobic, possible membranespanning regions separated by a [3-turn linker region and a hydrophilic N-terminus (Young and Bl~isi, 1995). It has been suggested that the expression of active holin is controlled at the level of transcription, with a methionine dual start motif identified in many holinencoding genes. This facilitates the synthesis of two gene products of slightly different size, one of which acts as an inhibitor of the other (Bl~tsi and Young, 1996). Three distinct holin groups have been described (Young and Blasi, 1995). Type I holins are at least 87 amino acids in length and contain three possible membrane-spanning regions. Type II holins are less than 78 residues in length and contain two possible membrane-spanning regions. Finally, a unique
175
holin has been identified for the E. coli phage, T4, which was assigned to a separate group, III. Several genes encoding phage lysins and their deduced protein products for LAB phage have been characterised at the molecular and biochemical levels. These include the lysins of the lactococcal phages P001, us3, c2, vML3, LC3, Tuc2009 and rlt, as well as that of the Lactobacillus phage LL-H (Table 3). Sheehan et al. (1999) have described a lysis module contained on the genome of the temperate Sc. thermophilus phage qbO1205, which contains two putative holin genes and one lysin. Southern blot analysis revealed that at least one or more of these genes were present in 30 other Sc. thermophilus phages examined. Lysogenic life cycle The phenomenon of lysogeny was first reported in Lactococcus by Reiter (1949). Lysogeny is widespread in LAB, particularly in Lactococcus (Huggins and Sandine, 1977; Jarvis, 1989; Davidson et al., 1990) and Lactobacillus (Sechaud et al., 1988), but much less so in Sc. thermophilus (Fayard et al., 1993; Brussow et al., 1994b, 1998; Le Marrec et al., 1997). It appears that the mechanisms involved in the maintenance of lysogeny in LAB are similar to that of phage )t (see above).
Table 3 Identified genes encoding restriction/modification systems in Lc. lactis and Sc. thermophilus R/M system or identified subunits Lc. lactis Lla14031 Lldl
Unnamed (HsdR, HsdM, HsdS) L0308 (HsdR) L0309 (HsdM) L0310 (HsdS) Unnamed (HsdS) Unnamed (HsdS) Unnamed (HsdS) Unnamed (HsdR, HsdM, HsdS) Llal LlaDII LlaCI LiaBI LlaKR21 ScrFI LlaDCHI LlaFI Sc. thermophilus
Unnamed (HsdS) Unnamed (HsdR, HsdM, HsdS) Unnamed (HsdS) Unnamed (HsdR, HsdM, HsdS) Sth3681
Type
Location
Reference
I I I
plL2614 pND861 pAH82 Chromosome of Lc. lactis IL1403
Schouler et al. (1998a) Deng et al. (2000) O'Sullivan et al. (2000) O'Sullivan et al. (2001) Bolotin et aL (2001)
pCIS3 plL7 piLl03 Chromosome of Lc. lactis IL1403 pTR2030 pHW393 pAW153 pJW563 pKR223 Chromosome of Lc. lactis UC503 Chromosome of Lc. lactis DCH-4 pND801
Seegers et al. (2000) Schouler et aL (1998b) Schouler et aL (1998b) Schouler et aL (1998b) Hill et al. (1989) Madsen and Josephsen (1998a) Madsen and Josephsen (1998b) Nyengaard et al. (1996) Twomey et aL (1998) Twomey et aL (1997) Moineau et al. (1995) Su et al. (1999)
pCI65st pER35 pER16 Chromosome Chromosome
O'Sullivan et aL (1999) Solow and Somkuti (2001) Solow and Somkuti (2001) Lucchini et al. (2000) Burrus et aL (2001)
176 Starter Cultures: Bacteriophage Site-specific recombination The integration of a prophage genome into the host chromosome is a site-specific integration event between the phage attachment site (attP) and the bacterial attachment site (attB), which is facilitated by a phage-encoded integrase. The first such site-specific integration system described for LAB was that of the lactococcal phage, LC3 (Lillehaug and Birkeland, 1993), and since then, nearidentical systems have been described for three other lactococcal phage, BK5-T, Tuc2009 and rlt, all of which possess integrases belonging to the type I-Int family of site-specific recombinases (Van de Guchte et al., 1994b; Boyce etal., 1995; van Sinderen etal., 1996). The lactococcal phage, TP901-1, has been shown to utilise an integrative system that is significantly different from that of other temperate LAB phage (Christiansen et al., 1994). In this system, the integrase is replaced with a larger resolvase-like protein, whilst the attP and attB sequences are different from those used by other phages (Christiansen et al., 1996). Maintenance of lysogeny Maintenance of the integrated prophage in the host chromosome requires the repression of transcription of the genes of the lytic life cycle. In X, this repression is facilitated through the use of a repressor protein (Ptashne, 1986). Two classes of LAB phage repressors have been identified. Class I repressors consist of polypeptides containing 200-300 amino acids, within which two distinct functional domains can be discerned. The N-terminal domain contains a helix-turn-helix motif, which is assumed to be involved in the binding of the repressor to specific recognition sites on the phage genome. The C-terminal domain is thought to be involved in oligomerisation (co-operative binding of repressor proteins) and has a conserved Ala/Gly motif required for RecA-mediated cleavage of the hinge region between the N- and the C-terminal domains (Little, 1993). A second class of LAB phage repressors has also been identified. This group consists of proteins that are considerably smaller than their Class I counterparts. A helix-turn-helix motif has been identified in most cases, and the absence of the consensus RecA-mediated cleavage site. However, it is possible to induce phages containing class II repressors into the lytic cycle following the SOS response (following treatment with mitomycin C or UV treatment) indicating recA-mediated cleavage of these repressors also (Madsen et al., 1999). The majority of class I phage-repressors belong to lactococcal phage (Van de Guchte et al., 1994a; Boyce et al., 1995; Nauta et al., 1996), but these have also been found in phages that infect Lactobacillus (Garc/a et al., 1999); Class II repressors appear to be more common
in Sc. thermophilus phage (Stanley et al., 1997; Neve et al., 1998), although they have been identified in phages that infect Lactobacillus (Kakikawa et al., 2000) and Lactococcus (Madsen and Hammer, 1998). Superinfection exclusion Expression of the repressor protein from an integrated prophage may also prevent the propagation of superinfecting phage and is said to confer 'immunity' on the lysogenised bacterial host. Temperate bacteriophage may also express so-called 'superinfection exclusion' activities. The latter differ from phage immunity/ repression systems in that they do not play a role in maintaining the lysogenic state and are not specific for homoimmune phage. Superinfection exclusion systems are well-characterised in temperate phages that infect Gram-negative bacteria such as E. coli and S. typhimurium (Susskind and Botstein, 1978; David et al., 1982; Matz et al., 1982; Yu and Snyder, 1994) and had, until recently, not been identified in LAB phage. Bruttin etal. (1997) characterised the lysogeny module of the Sc. thermophilus phage ~bSfi21. ORF203 is positioned between the genes encoding the integrase and the repressor, and it was demonstrated that when ORF203 was supplied on a plasmid vector it confers a phage-resistant phenotype against 12 Sc. thermophilus bacteriophages. A superinfection exclusion protein (Sie2009) for the temperate lactococcal bacteriophage Tuc2009 has recently been described (McGrath et al., 2002a). Expression of the Sie2009 protein from a plasmid vector confers a complete phage resistance phenotype on Lc. lactis MG1363 against a number of phages of the 936 species. This phageresistant phenotype was shown to be due to an injectionblocking mechanism, mediated by the Sie2009 protein.
Natural Bacteriophage Resistance Systems in LAB Since bacteriophages were first identified as a major cause of dairy fermentation failure, much research effort has been directed at the development of phageresistance systems for use in the dairy industry. The majority of this research to date has focussed on lactococcal strains, although recently, efforts have also been made with Sc. thermophilus (Moineau, 1999; Coffey and Ross, 2002). Naturally occurring phageresistance systems have been identified in wild-type lactococcal strains. These systems are often encoded on native conjugative plasmids, which has facilitated the generation of novel resistant starter strains through food-grade, gene transfer techniques. These resistance systems have been divided into four main groups on the basis of their mode of action: (1) inhibition
Starter Cultures: Bacteriophage
of phage adsorption, (2) blockage of phage DNA injection, (3) restriction/modification and (4) abortive infection (Fig. 3). These systems have been recently reviewed (Dinsmore and Klaenhammer, 1995; Garvey et al., 1995a; Allison and Klaenhammer., 1998; Forde and Fitzgerald, 1999; Coffey and Ross, 2002) and will only be briefly discussed here. Adsorption inhibition
Spontaneous bacteriophage-resistance mutants can be isolated following infection of a bacterial population with a specific phage at a high titre. Analysis of these phage-resistant strains revealed changes in a variety of host-encoded biochemical traits such as carbohydrate composition, masking of cell surface characteristics or assumed changes in specific phage protein receptors that in many instances rendered phage unable to adsorb to the cells (Klaenhammer and Fitzgerald, 1994; Daly et al., 1996). However, these mutants are of only limited value as starter cultures, since their spectrum of resistance tends to be narrow, while their growth characteristics also frequently undergo undesirable alterations. Native plasmid-encoded adsorption inhibition systems have been identified in lactococci and it has been found that these systems can be separated on the basis of the molecular mechanism employed. These plasmids generally direct the synthesis of cell surface antigens or mediate the production of extracellular polysaccharides which shield the host's phage receptors against phage attachment (Valyasevi et al., 1990, 1994; Schafer et al., 1991; Forde et al., 1999). The genetic basis for adsorption inhibition remains poorly understood and it has been proposed that plasmid-mediated adsorption blocking may not be a true phage defence mechanism but rather a secondary effect of some other cellular function (Forde and Fitzgerald, 1999). Furthermore, because of the instability of plasmids mediating these adsorptioninhibition phenotypes, it is possible that mixed cultures consisting of both phage-sensitive and-resistant cells can develop which may limit the significance of adsorption inhibition as a potent defence mechanism. Injection blocking
Following successful adsorption to the cell wall receptors, an energy-requiring, calcium-dependent, irreversible interaction between the phage and the cytoplasmic membrane occurs, allowing DNA translocation into the cytoplasm (Monteville et al., 1994). As is the case for adsorption inhibition, relatively little is known about injection-blocking mechanisms in LAB. Early reports of such systems in Lc. lactis and Lb. casei did little to elucidate the underlying genetic mechanisms (Marshall and Berridge, 1976; Watanabe et al., 1984). However,
177
more recently, researchers are beginning to unravel these processes. Garvey et al. (1996) were the first to report the identification of a plasmid-encoded injection-blocking mechanism. They demonstrated that the naturally occurring lactococcal plasmid pNP40 confers an early-acting resistance mechanism against qbc2. Following infection with ~bc2, no difference in phage adsorption was noted; however, 90% of cells harbouring pNP40 remained viable whereas control strains without pNP40 exhibited essentially no survival. Furthermore, this resistance mechanism could be circumvented by electroporation of phage DNA into resistant host cells, whereby such transfected cells released progeny phages. The authors concluded that the resistance was due to an alteration in a plasma membrane component or components required for ~bc2 infection, but to date the gene or genes responsible for this alteration have not been identified (Garvey et al., 1996). As mentioned earlier, a phage-encoded DNA injectionblocking mechanism acting against a number of 936type phages has recently been reported in Lc. lactis (McGrath et al., 2002a). The sie2oo9 gene (superinfection exclusion) of the temperate lactococcal phage Tuc2009 is located on the lysogeny module. Data were presented showing that the Sie2009 protein was associated with the cell membrane and its expression left phage adsorption, transfection and plasmid transformation unaffected but prevented plasmid transduction as well as phage DNA replication. The authors also showed that similar prophage genes are widespread not only in lactococcal genomes but also in the genomes of many Gram-positive and-negative bacteria (McGrath et al., 2002a). Restriction/modification
Following successful adsorption and DNA injection, the next obstacle in the LAB phage life cycle is presented by restriction/modification (R/M) systems. First identified in Lc. lactis by Collins (1956), they are found in many bacteria where they act to protect the cell from invading foreign DNA. A R/M system has to exhibit two enzymatic activities, i.e., restriction endonuclease and methylase, and must also be capable of finding its DNA recognition sequence. The methylase modifies the recognition sites on the host's DNA, thus protecting it from restriction by the endonuclease, whereas unmodified recognition sequences on foreign or invading DNA molecules are specifically digested (Wilson and Murray, 1991). The severity of restriction is dependent on the system and the phage. In general, the efficiency of plaquing (EOP) of the phage decreases logarithmically as the number of sites on the phage DNA molecule increases. To date, four
178
Starter Cultures: Bacteriophage
distinct types of R/M system have been identified (Wilson and Murray, 1991). The majority of R/M systems described in LAB are type II. These systems usually have simple co-factor requirements and molecular organisations, cleaving at or near the recognition site. Furthermore, type II R/M systems are generally composed of two structural genes, the endonuclease (Enase) and the methyltransferase (MTase). The majority of R/M systems that have been characterised in Lactococcus are plasmid-encoded, with ScrFI being a notable exception (Twomey et al., 1997). Another notable exception to the norm is that several lactococcal type II systems contain two methylase enzymes (ScrFI, LlaAI and LlaDCHI) (Moineau et al., 1995; O'Sullivan et al., 1995; Twomey et al., 1997). Little is known about the role of the dual methylases; however, it has been shown that 5crFIBM and 5crFIAM independently confer protection against 5crFI restriction (Twomey et al., 1997). In recent years, several type I R/M systems have been described in LAB. These systems consist of large multimeric proteins consisting of three subunits, HsdR which is responsible for restriction, HsdM which mediates host DNA methylation and HsdS which determines target recognition specificity (Hsd denotes host specificity determinant; Bickle and Kruger, 1993). These types of systems have been identified with increasing frequency in LAB (Table 3) and it has been proposed that more than 50% of lactococcal R/M systems may belong to this category (Schouler etal., 1998b). Schouler etal. (1998a) were the first to describe a type I system in Lactococcus. This system, named Llal4031, was found to be encoded on a native plasmid harboured by Lc. lactis II1403. Furthermore, introduction of plasmids encoding single HsdS subunits elicited new R/M phenotypes, indicating that these plasmid-encoded HsdS subunits are able to interact with the chromosomally encoded HsdR and HsdM subunits in trans to determine novel R/M specificities. It was proposed that this 'combinational variation' may represent a general strategy in which lactococci can acquire R/M systems with novel specificities (Schouler et al., 1998b). O'Sullivan et al. (1999) identified a Type I HsdS subunit-encoding gene on a native plasmid of Sc. thermophilus, NDI-6. It was demonstrated that plasmid-free derivatives of this strain were sensitive to a bacteriophage which displayed no lytic growth on the parent strain, indicating the functional role of this gene in phage resistance. Five chromosomally encoded R/M systems have been identified in Sc. therrnophilus, but little is known about their molecular biology (Moineau, 1999). Moineau et al. (1995) have reported that the lactococcal LlaDCHI system, when introduced into Sc. thermophilus, conferred a strong resistance pheno-
type against a number of Sc. therrnophilus phages, indicating the possibility of using well-characterised lactococcal systems to protect Sc. thermophilus from phage attack. Chromosomal- and plasmid-encoded R/M systems have also been reported in Lactobacillus strains (Auad et al., 1998; Bourniquel et al., 2002). It is clear that host-encoded R/M systems are an essential component of the cell's defence systems, thus representing an effective means of protection against phage attack. However, it is possible for phages to breech these defences. In a phage infection of a cell population, a small number of phage genomes may escape restriction and subsequently be modified by the MTase. Such modified phage genomes will be able to propagate to produce a phage population that will be insensitive to the particular R/M system. Furthermore, it has been shown that phages that infect various bacterial species have evolved a number of strategies such as elimination of certain restriction sites from their genomes, modification of bases, production of proteins that inhibit host endonucleases and even the acquisition of methylase genes (Wilson and Murray, 1991), and it is highly likely that LAB bacteriophages have evolved similar tactics. Indeed, Hill et al. (1991) have demonstrated that the lactococcal phage, ~bS0, acquired a functional methylase gene through an in vivo genetic exchange between its genome and the phage resistance-conferring plasmid, pTR2030. This recombinogenic event thus rendered ~bS0 insensitive to pTR2030. Higher levels of phage resistance can be achieved through the combination of two or more R/M systems, or by the combination of an R/M system with other resistance systems such as abortive infection. Abortive infection
Abortive infection (Abi) is a term used to broadly describe any phage resistance mechanism which interferes with intracellular phage development after the phage DNA has entered the cell. Therefore, by definition, Abi systems can interfere with such processes as genome replication, transcription/translation, phage DNA packaging and assembly, and cell lysis. Abis are generally characterised by an attenuated infection due to lower numbers of productive infections and a reduction in the numbers of phage progeny produced (Allison and Klaenhammer, 1998). Abi-mediated resistance typically culminates in the death of the infected cell due to corruption of host functions, as a result of instigation of the defence activity. Many Abi systems have been identified in Lactococcus (Table 4), but the molecular mechanisms underlying many of these systems remain poorly understood. However, reports of studies using phage mutants capable of overcoming Abi systems have provided some valuable
Starter
Table
4
Cultures:
Bacteriophage
179
Lactococcal abi genes for which DNA sequence data are available
Abi
Location
%G + C
Phage species affected
AbiA AbiB AbiC AbiD* AbiDl* AbiE AbiF* AbiG AbiH Abil AbiJ AbiK AbiL AbiN AbiO AbiP AbiQ AbiR AbiT AbiU
pTR2030; pCI829 Unspecified; pCI642 pTN20 pBF61 piLl05 pNP40 pNP40, pAJ2074 pCI750 Chromosome pND852 pND859 pSRQ800 pND861 Chromosome pPF144 plL2614 pSRQ900 pKR223 pED1 pND001
27 27 27 29 26 29, 29 26 29, 27 26 29 30 24 28, 29 31 26 27.5 28 29.8-31.6 33.3, 33.3 26, 25
936, c2, P335 936 936, P335 936 936, c2 936 936 936, c2, P335 936, c2 936, c2 936 936, c2 936, c2 936, c2 936, c2 936 936, c2 c2 936, P335 936, c2, P335
Mechanism
Reference
Early P335 Late 936 Late 936 Late 936 Late c2 Late 936 Early 936 Latee36/c2/EarlyP335
Hill et aL (1990b) Cluzel et aL (1991 ) Durmaz et aL (1992) McLandsborough et al. (1995) Anba et aL (1995) Garvey et aL (1995b) Garvey et aL (1997) O' Connor et aL (1996) Prevots et al. (1996) Suet aL (1997) Deng et al. (1997) Emond et aL (1997) Deng et aL (1999) Prevots et aL (1998) Prevots and Ritzenthaler (1998) Schouler et al. (1998a) Emond et aL (1998) Twomey et aL (2000) Bouchard et aL (2002) Dai et al. (2001)
-
Late 936 Latee36/EarlyP335 Late c2 -
Late 936/c2 Earlyc2 Late 936/P335 -
* AbiD, AbiD1 and AbiF are similar (26-47% identity).
insights into their mode of action (Bidnenko et al., 1995; Dinsmore and Klaenhammer, 1997). It has been proposed that Abi systems may be categorised depending on whether they act prior to or at the level of DNA replication (early) or after replication has occurred (late) (Garvey et al., 1995a). In lactococci, each Abi system appears to be unique in terms of regulation, size and nature of the Abi proteins, number of proteins required for activity and phage affected. Nevertheless, a number of interesting similarities have been noted. Garvey et al. (1995a) reported that all Abi genes tested displayed an atypical G + C content of 26-29%, compared to 37% for lactococcal DNA. Furthermore, the proteins encoded by Abi genes have characteristics of cytoplasmic proteins, including the lack of an obvious secretion signal and the presence of hydrophilic, charged residues. To our knowledge, Abi systems in LAB other than lactococci have not been studied, besides a single report of a possible Abi mechanism in Sc. therrnophilus (Larbi etal., 1992). Tangney and Fitzgerald (2002) have reported on the introduction of the lactococcal Abi system, AbiA, into Sc. thermophilus. Data were presented which showed that AbiA was effective against six Sc. thermophilus phages at 30 ~ and that intracellular phage DNA replication was affected as for phages infecting Lactococcus. However, at 37 or 42 ~ AbiA failed to have any effect on phage propagation, indicating that this system is unsuitable for application in standard fermentations involving Sc. thermophilus.
Engineered Phage Resistance Systems The extensive wealth of knowledge that has been accumulated regarding LAB phage biology has enabled researchers to develop a number of artificial or so-called 'intelligent' phage-resistance systems. These utilise specific genes and/or phage or host DNA sequences which are introduced into the cell either on a plasmid vector or by chromosomal integration. The presence of these heterologous DNA sequences or the expression of specific genes may interfere with the phage life cycle, thus providing a level of protection to the host strain (Fig. 3). This topic has recently been extensively reviewed by McGrath et al. (2002b) and will be considered only briefly here. Phage
encoded
resistance
(Per)
Hill et al. (1990a) noted that supplying a specific ~b50 genomic DNA fragment on a plasmid vector in trans conferred a phage-resistance phenotype on the lactococcal host against ~bS0, and that intracellular phage DNA replication was impeded in strains harbouring this plasmid. DNA sequence analysis revealed that this so-called per-conferring DNA fragment contained a number of direct and inverted repeated sequences, a characteristic of origins of DNA replication. The authors proposed that the perSO fragment was in fact the origin of replication of ~bS0 and that the resistance phenotype conferred was due to the titration of
180
Starter Cultures: Bacteriophage
essential phage DNA replication factors by the plasmidborne oris. The putative ori for the P335-type lactococcal bacteriophage, Tuc2009 (designated ori2oo9), has also been used in the construction of a per system. The ori2oo9 sequence is located within a gene coding for a putative replisome organiser protein (rep2oo9), and a specific protein-DNA interaction between Rep2009 and ori2009 has been demonstrated (McGrath et al., 1999). In a further study, it was shown that cloning multiple copies of the ori2009 sequence on a single plasmid vector increased the level of phage resistance conferred. Furthermore, ori2009-containing plasmids were found to be effective against three other P335-type phages, and DNA sequence analysis confirmed that these three phages utilised otis identical to that of Tuc2009. Other per systems have been constructed for use in lactococci, Sc. thermophilus and Lb. casei (O'Sullivan et al., 1993; Foley et al., 1998; Moscoso and Suare7, 2000). Per systems generally do not confer a complete resistance phenotype and do not represent an insurmountable obstacle to bacteriophage proliferation. The level of resistance conferred has been found to be directly dependent on the copy number of the Perconferring fragments supplied in trans (O'Sullivan et al., 1993; McGrath et al., 2001). Furthermore, the incidence of per-insensitive mutant phage, capable of replicating in Per + host strains has been noted by several authors and data have been presented supporting the hypothesis that these mutant phages have, through a recombinant process, acquired new DNA from their host strains (O'Sullivan et al., 1993; Bouchard and Moineau, 2000; McGrath et al., 2001). Antisense mRNA
The utilisation of an antisense mRNA strategy involves cloning of a target gene in the reverse orientation relative to an active promoter. The resulting antisense mRNA produced is assumed to form stable hybrids with the target mRNA, thus inhibiting translation through ineffective ribosome loading, and/or increased sensitivity to RNA-degrading enzymes (Inouye, 1988). Recombinant antisense strategies have been used to successfully control gene expression in animals (Izant and Weintraub, 1984), plants (Ecker and Davis, 1986) and bacteria (Coleman et al., 1984). Kim and Batt (1991b) were the first to describe the use of antisense technology for the control of bacteriophage proliferation in LAB. They cloned a gene of unknown function (gp51C) from (b7-9 in the antisense orientation under the control of a constitutive lactococcal pro-
moter. It was found that this plasmid conferred a resistance phenotype on the host lactococcal strain against d~7-9 and a number of related phages. Further studies on the application of this technology in lactococci targeted other genes of unknown function, a gene encoding a major coat protein and a transcriptional activator (Chung etal., 1992; Kim etal., 1992a,b; Walker and Klaenhammer, 2000). However, these systems were found to confer only a very modest phage-resistance phenotype. In an attempt to amplify the amount of antisense mRNA generated within the cell, Walker and Klaenhammer (2000) developed the so-called 'explosive antisense RNA strategy'. In this system, different d~31 genes (two middle-expressed and four late-expressed) were cloned between the strong Lactobacillus P6 promoter and the T7 terminator (TT7) in a low-copy number plasmid, containing the putative ~b31 origin of replication (ori31). Following r infection of a cell harbouring this plasmid, ori31 allows for 'explosive' plasmid amplification, thereby increasing the levels of antisense transcripts late in the lytic cycle. However, while this strategy significantly increased the concentration of antisense mRNA produced, it had only a minor impact on bacteriophage proliferation, suggesting that the genes targeted were not essential or sufficiently limiting for the ~b31 life cycle. In a report by McGrath et al. (2001), the effectiveness of targeting a number of different replication module genes was studied. These included genes with putative functions such as a topoisomerase, a single-stranded DNA-binding protein, a replisome organiser protein, a helicase loader, a type II methyhransferase and a Holiday junction resolvase. All constructs tested (except the construct directed at the Holiday junction resolvase) conferred a phage-resistant phenotype on the lactococcal host against Tuc2009. Similar replication module genes were identified in three other phages, Q30, Q33 and u136, and it was demonstrated that constructs targeting the putative replisome organiser protein and the putative helicase loader provided significant protection against these phages also. Sturino and Klaenhammer (2002) recently developed an antisense system for use in Sc. thermophilus. This system targets a putative helicase gene which is found on the replication module of many Sfi21-type phages and was found to be effective against a number of phages that infect Sc. thermophilus. Gene replacement/insertional mutagenesis
The role of the chromosomally encoded host gene, pip (phage infection protein), the expression of which is required for infection of Lc. lactis subsp, lactis by a
Starter Cultures: Bacteriophage
181
number of phages, has been discussed earlier. A lactococcal strain that is insensitive to attack by c2-type phage has been engineered by replacing the chromosomal pip gene by an allele that had been mutated in vitro (Garbutt et al., 1997). This resulted in the production of a food-grade lactococcal strain that contained no recombinant DNA sequences. This type of engineered phage resistance is advantageous because of its stable, chromosomal location, which obviates the selective pressure required for many plasmid-borne systems. Lucchini et al. (2000) have described a chromosomal gene (orf394) of Sc. thermophilus Still, the expression of which is necessary for infection by all tested phages. A second type of phage-resistant mutant was also isolated which had the phenotypic characteristics of an abortive infection system. In this instance, it was determined that the insertional mutagenesis event occurred adjacent to a hsdR gene encoding the R subunit of a type I WM system. The authors proposed that this led to the upregulation of the hsdR gene resulting in a more active phage-resistance phenotype (Lucchini et al., 2000). The development of phage-resistant LAB strains by means of chromosomal engineering may represent one of the most promising strategies for the generation of stable, food-grade, strains for industrial use. This approach has advantages over plasmid-borne systems which can be intrinsically unstable and/or may represent a high metabolic load to the cell, leading to deletions within the plasmid or even plasmid loss during non-selective growth.
off203, which when supplied in trans on a multicopy vector provided resistance to Sc. thermophilus Still against 12 out of 25 phages tested. The off203 gene is located between the integrase and the repressorencoding genes on the lysogeny cassette of Sfi21, and while providing protection against heteroimmune phage it does not protect against Sfi21. The deduced protein product of off203 contains a hydrophobic N-terminus, indicating that this protein may be associated with the host cell membrane; however, the exact mechanism by which this orf mediates a phageresistance phenotype remains to be elucidated. Cruz Martin et al. (2000) recently described the construction of a phage-resistant food-grade strain of Lb. casei. A single copy of the (hA2 repressor gene was integrated into the Lb. casei chromosome using a site-specific integration vector, with subsequent 'clearing' of all non-food-grade DNA by in-trans expression of a [3-recombinase gene. The resulting strain was completely immune to d~A2 infection during milk fermentation. It is likely that the naturally occurring phage-resistance phenotypes attributed to some LAB strains are due, at least in part, to the expression of superinfection exclusion and immunity factors by (defective) prophages. The identification and characterisation of such genes may facilitate the development of new broad-range phage-resistance systems for many LAB.
Recombinant superinfection exclusion/immunity systems
A genetically engineered form of abortive infection has been described in Lactococcus (Djordjevic et al., 1997). This system used a phage-inducible promoter in combination with the LlaI restriction/modification system from a lactococcal plasmid. The middle phageinducible promoter (+31p) was cloned upstream of the lethal LlalR + restriction cassette so that infection of a cell harbouring this plasmid with (b31, causes the lethal gene product of LlalR + to be produced, resulting in death of the host cell before the infecting phage has a chance to reproduce itself. However, as was found for per systems, d~31 mutants considerably lesssensitive to the +31p-LlalR + system were isolated when phages were propagated on these strains (Djordjevic and Klaenhammer, 1997). DNA sequence analysis revealed that a mutation had occurred, resulting in a single amino acid transversion in a transcriptional activator of qb3lp (ORF2). Furthermore, the ability of these mutant phages to induce the native qb31p promoter was demonstrated to be reduced, compared to that of the parent +31. Pairing the +31p-LlalR + system with other abortive infection systems, Per31 and AbiA, resulted in a reduction in numbers of qb31
The recently described superinfection exclusion gene, sie2009 (McGrath et al., 2001) has been discussed earlier. When cloned under the control of a constitutive promoter on a high-copy number plasmid, sie2009 mediates a phage-resistance phenotype in Lc. lactis against bacteriophages of the 936-type species. Adsorption and electron microscopic analyses demonstrated that bacteriophages adsorbed to cells expressing Sie2009 as readily as they did to a control strain, whilst intracellular phage DNA replication was demonstrated not to occur in Sie2009-expressing strains. Analysis of the deduced Sie2009 amino acid sequence revealed that the protein contains a putative transmembrane-spanning domain while cell fractionation and SDS-PAGE demonstrated that the Sie2009 protein is in fact associated with the cell membrane. Furthermore, plasmid transduction experiments demonstrated that the Sie2009-mediated phage resistance phenotype is due to an injectionblocking mechanism (McGrath et al., 2001). Bruttin etal. (1997) described a gene from the lysogeny module of the Sc. thermophilus phage Sfi21,
Bacteriophage-triggered defence
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below detectable limits (Djordjevic and Klaenhammer, 1997). The ongoing research into the natural phage defence mechanisms as well as phages infecting other genera of LAB will undoubtedly pave the way for the development of similar resistance systems. The development of engineered phage-resistance systems in LAB has been the focus of intensive research since the early 1990s. Besides the obvious benefits, such as the development of phage-resistance systems with potential industrial applications, it has also led to an increased understanding of bacteriophage-host relationships, and in turn has stimulated research in other areas. It would appear that the use of single, strong phage-resistance systems is unsuitable for industry, due to the selective pressure applied for the emergence of insensitive phages. More industrially robust strains could be developed by the stacking of two or more such systems in a single strain or by the introduction of engineered-resistance systems into naturally phage-resistant strains. At present, the use of the majority of these engineered-resistance systems is restricted in the dairy industry due to their recombinant origins. However, they will be readily available if and when regulations allow their applied use. Furthermore, some of the systems outlined above may be adapted using food-grade methods for immediate use under current legislative guidelines in certain jurisdictions. Current status and future perspectives
The extensive knowledge that has been accumulated about the physiology and genetics of LAB and their phages has led to a detailed understanding of many aspects of the phage-host relationship. In the past 10 years or so, the advent of modern molecular genetic techniques, such as automated DNA sequencing and the use of bioinformatics has resulted in a wealth of biological information pertaining to these organisms and their infectious parasites. This knowledge has been utilised not only to generate phage-derived systems with the potential to prevent phage infections in dairy fermentations (discussed above), but it was also applied to develop sophisticated genetic tools (Raya and Klaenhammer, 1992; Raya etal., 1992; Nauta etal., 1997; Stoll et al., 2002). Additional biotechnological applications may be envisaged in the light of the recent renaissance of phage therapy, in which complete phage or phage-encoded lytic enzymes may be used to treat certain bacterial infections (Biswas et al., 2002; Schuch et al., 2002; Stone, 2002). It is clear that gene expression from lysogenic prophages on bacterial chromosomes significantly
contributes to the host cell phenotype, from immunity/exclusion systems and lysogenic conversion to virulence (Susskind etal., 1971; Waldor, 1998; Desiere et al., 2002). Indeed, Desiere et al. (2001) published a report on the genome of a highly pathogenic strain of Sc. pyogenes which contains eight prophage elements, two of which harbour genes coding for likely virulence factors as well as sharing extensive DNA sequence homology to two LAB bacteriophages. These findings indicate that the substantial amount of knowledge amassed on phages infecting dairy bacteria may be useful in gaining insights into the molecular mechanisms underlying virulence in certain infectious bacteria. Conversely, it is known that commensal and probiotic bacteria also carry prophages on their genomes, which introduces the intriguing possibility that these prophages may contain functional genes that confer an advantage on these hosts and possibly play a role in probiotic functionality.
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Secondary and Adjunct Cultures J.-F. Chamba, Institut Technique Francais de Fromages, La Roche sur Foron, France F. Irlinger, INRA, ThivervaI-Grignon, France
Introduction Two types of cultures are used in cheesemaking: primary and secondary. The primary cultures include all the starter lactic acid bacteria and are involved in acid production during cheese manufacture and in cheese ripening. The secondary and adjunct cultures involved include yeasts, e.g., Geotrichum candidum, Debaryomyces hansenii, moulds, e.g., Penicillum camemberti, E roqueforti, and bacteria, e.g., Corynebacterium, Staphylococcus, Micrococcus, Propionibacterium sp. and heterofermentative lactobacilli and are involved only in cheese ripening. Except for Propionibacterium and the heterofermentative lactobacilli, the secondary cultures grow mainly on the cheese surface (see 'Bacterial Surface-ripened Cheeses', Volume 2). They are called secondary cultures to distinguish them from the primary acid-producing starters and are as important as the primary ones in those cheeses in which they are found. In the past, only a small number of secondary cultures or adjuncts was used, mainly in traditional cheeses made from raw milk. For example, in blue-veined cheeses, P. roqueforti was added to the curd before moulding in the form of grated, mouldy bread. In fact, the use of moulds as adjuncts in cheesemaking pre-dates the commercial use of lactic acid starters. Traditionally, the secondary flora originated in either the milk, the cheesemaking utensils and/or the cheese factory environment. Like the production of traditional smearripened cheese, mature cheeses were smeared, i.e., washed with dilute solutions of NaC1, which may also contain some of the surface micro flora (see 'Bacterial Surface-ripened Cheeses', Volume 2), before young ones. Therefore, the cheese surface microorganisms were transferred from the old to the young cheeses. Since then, improvement in the microbiological quality of raw milk, the use of thermisation and bactofugation of milk, the high level of hygiene and practice modifications in cheese factories have reduced the sources of the indigenous secondary flora. Cheese has become more bland in taste and therefore cheese factory personnel became aware of the decisive role played by the secondary flora in producing good quality cheese and this, in turn, has increased the demand for secondary starters. Today, this need is true of most cheese varieties. In the present
chapter, the most important groups of secondary flora, the species found in cheeses, the properties used in their selection, and the form and use of these cultures as adjuncts will be described. Information on how these cultures are produced is very difficult to obtain as it is mainly propriety to the institution producing the culture. Consequently, it cannot be reviewed in any detail. Yeast Yeasts are encountered and used as culture adjuncts in many cheeses. They are used mainly in mould and bacterial surface-ripened cheeses because they promote the growth of other microorganisms. For example, yeasts are used as adjuncts in the French cheeses, Brie, Camembert, Pont l'Eveque, Maroilles and Reblochon, in the Belgian cheeses, Herve and Limburger, and in the Italian cheese, Tallegio. Yeasts are also used in blueveined cheeses such as Danablu (Denmark), Cabrales (Spain), Fourme d'Ambert (France), Gorgonzola (Italy) and Stilton (UK). Species found in cheeses The species of yeasts isolated most frequently from cheeses are listed in Table 1. Geotrichum sp. are often described as intermediate between mould and yeast and is now recognised as a yeast (Barnett et al., 1990). Yeasts colonise numerous cheeses, particularly their surfaces. They can grow during the early stages of cheesemaking, e.g., during whey draining after moulding and before salting. Commonly, their population reaches 106-108 cfu cm -2 of cheese surface during the first 5 days and remains at this level throughout ripening. Generally, their number in the interior of the cheese is 100 or 1000 times lower. In traditional cheeses, the source of the yeasts is raw milk, utensils, cheese factory environment, brine and/or use of natural whey starters used in production (Zambonelli et al., 1996). However, Baroiller and Schmidt (1990) have shown that the great diversity of yeast species in milk for Camembert cheese was drastically reduced by the selective action of processing. Today, the use of yeasts as adjuncts is a common practice in modern cheese factories; they are added to the cheese milk and/or are used in the smear preparation.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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192 Secondary and Adjunct Cultures Table 1 Main yeast species encountered in/on the surface of cheese
Perfect form
Imperfect form
Galactomyces geotrichum Debaryomyces hansenfi Kluyveromyces marxianus var. lactis Kluyveromyces marxianus var. marxianus Pichia membranifaciens Pichia fermentans Sacchoromyces cerevisiae Sacchoromyces dairensis Torulospora delbrueckii Yarrowia lipolytica Zygosaccharomyces rouxii
Geotrichum candidum Candida famata Candida sphaerica Candida kefyr Candida valida Candida lambica Candida robusta Candida dairensis Candida colliculosa Candida lipolytica Candida mogii
Other minor species: Candida catenulata, Candida intermedia, Candida rugosa, Candida sake, Candida vinL Candida zeylanoides. From Nunez et al., 1981; Baroiller and Schmidt, 1990; Nahabieh and Schmidt, 1990; B&rtschi et aL, 1994; Eliskases-Lechner and Ginzinger, 1995b.
Useful properties in selecting yeast adjuncts Effect on a p p e a r a n c e o f c h e e s e s u r f a c e
The yeast flora contribute directly or indirectly to the appearance of cheese. For example, G. candidum varies considerably from slimy cream to velvet mould-like depending on the strain. Consequently, the growth behaviour of G. candidum is of great importance in choosing the correct strain for the type of cheese being produced. Utilisation of residual sugars and lactate de-acidification activity The yeasts encountered on the surface of cheese show varied abilities to metabolise sugars, lactate and citrate (Eliskases-Lechner and Ginzinger, 1995b). Because Kluyveromyces marxianus and Debaryomyces hansenii are able to ferment lactose, their use as adjuncts is very common. G. candidum assimilates galactose and lactate which is of paramount importance in the ripening of mould and bacterial smear-ripened cheese. The degradation of lactate results in de-acidification at the cheese surface and the increased pH, in turn, stimulates the growth of moulds and corynebacteria. Consequently, the de-acidification activity is always taken into account in selecting yeast strains as culture adjuncts for soft cheese. Proteolytic activity Yeasts show a large diversity in proteolytic activity between species and strains of the same species. They have caseinolytic, aminopeptidase and carboxypeptidase
activities (Schmidt and Lenoir, 1980; Schmidt etal., 1993). It is generally recognised that Yarrowia lipolytica, Saccharomyces cerevisiae and K. marxianus subsp. marxianus are more proteolytic than D. hansenii (Vannini etal., 2001). In addition, G. candidum has higher aminopeptidase activity than P. camemberti (Molimard et al., 1994). Naturally, proteolytic activity is also used in the selection of strains by suppliers of adjunct cultures. The high tyrosinase activity of some strains of Y. lipolytica is thought to be responsible for the production of brown pigments below the cheese surface (Van den Tempel and Jakobsen, 2000; Carreira et al., 2001) and consequently this activity is also assessed in commercial strains. Lipolytic activity Yeasts contribute to lipolysis in cheeses, and Y. lipolytica has the highest lipase activity of all yeast found in cheese (Schmidt et al., 1993). In particular, Y. lipolytica is much more lipolytic than D. hansenii and S. cerevisiae (Van den Tempel and Jakobsen, 2000). However, it is not used commercially. G. candidum lipase preferentially releases oleic acid from milk fat (Gripon, 1993). Although the contribution of Penicillium, Staphylococcus and Corynebacterium spp. to lipolysis in mould, smeared and blue-veined cheese is greater than that of yeasts, this activity is generally used as a criterion in the selection of yeast by culture suppliers. Production of aroma Yeasts produce aroma compounds. They can produce ethanol, aldehydes and esters and they degrade amino acids to ammonia and the corresponding keto acid. Further metabolism provides numerous compounds such as alcohols, esters, methyl ketones and carbonyl compounds. G. candidum produces much more aromatic compounds from methionine than other yeasts tested, including D. hansenii and K. lactis (Demarigny et al., 2000; Spinnler et al., 2001). Nevertheless, the relationship between compounds identified by GC-MS and the sensorial characteristics of cheese curd inoculated with selected yeast were not very consistent (Martin etal., 2001). Thus, 'the lack of progress in describing cheese flavour in precise chemical terms', emphasised by Fox et al. (1993), remains topical in this area. Starter suppliers frequently use sensorial analysis of model cheeses instead of chemical analysis to select strains of the surface flora. However, the Degussa Company use both methods to characterise their strains of surface adjuncts.
Interactions with other microorganisms Generally, yeasts promote the growth of G. candidum, which, in turn, reduces the occurrence of undesirable
Secondary and Adjunct Cultures
moulds, e.g., Aspergillus, Mucor and Penicillium spp. Therefore, the ability to inhibit Mucor spp., which produces thin strands of mycelial growth, the so-called 'cat hair' defect on cheese (in French 'poil de chat'), is one of the criteria used in the selection of Geotrichum strains (Gueguen and Schmidt, 1994). Hansen and Jakobsen (1998) have shown that the growth of P. roqueforti is not affected by D. hansenii, that its growth and sporulation are inhibited by D. marxianus subsp, marxianus and that its growth rate and colour formation are increased by S. cerevisiae. The interaction between yeast and other surface microorganisms, such as moulds and bacteria, is taken in to consideration by suppliers in the selection of yeast strains. Moreover, G. candidum can inhibit Listeria monocytogenes by the production of two components: D-3phenyllactic acid and D-3-indolelactic acid (Dieuleveux et al., 1998). This property offers an interesting criterion for the selection of cheese adjuncts to increase the safety of mould and smeared cheeses. Forms and use of adjunct culture
For G. candidum, the diversity in the forms of adjunct produced by culture suppliers is generally large. Besides appearance (slimy to mould-like, and colour), several other activities are taken into account, including de-acidification, proteolysis, lipolysis, aroma production (analytical and/or sensorial), sensitivity to NaC1 and ability to inhibit Mucor spp. G. candidum cultures are sold by several companies such as Clerici-Sacco (freezedried), Degussa and Chr. Hansen (liquid), Rhodia Food (liquid, freeze-dried), Standa Industries (liquid) and Wiesby (liquid, freeze-dried). Moreover, some Dairy Research or Technical Centres provide Geotrichum cultures for use in their respective countries, e.g., Switzerland. Some major cheese companies also produce 'in-house' cultures. These cultures can be added directly in the cheese milk or sprayed on the cheeses, generally after salting. The manufacturer's recommendations are about 105 cfu m1-1 of cheese milk or 106-107 cfu m1-1 of suspended cells for spraying. Only a few species of yeasts are available commercially and this does not reflect the diversity of yeast found on the surface of cheese. In fact, three yeast species, D. hansenii, K. marxianus and S. cerevisiae, are much more frequently sold than others. Torulospora delbrueckii (Candida valida) is used occasionally and each yeast is sold by a different company. Sometimes, yeasts are available as mixed cultures of yeasts and as other surface microorganisms such as G. candidum or Brevibacterium linens. S. cerevisiae is recommended for blue-veined cheese because high CO2 production by it from lactose pro-
193
duces a more open textured cheese. These cultures are added to the cheese milk and the 'smear' solutions at levels of about 105-106 cfu m l - 1
Moulds
Moulds are used mainly as adjuncts in two types of cheese, viz., mould surface-ripened soft cheese, e.g., Brie, Camembert or goats' milk cheeses (France), and blue-veined cheeses, e.g., Bavarian Blue (Germany), Bleu d'Auvergne, Bleu des Causses and Roquefort (France), Cabrales (Spain), Gorgonzola (Italy), Danablu (Denmark) and Stilton (UK). Moreover, a few varieties of semi-hard cheeses, e.g., Tomme (France and Switzerland) and Toma (Italy) are also surface-ripened with moulds. Species found in cheeses
The white mould, P camemberti, and the blue-green mould, P roqueforti, are the two main species of mould used as adjuncts. Previously, P. camemberti was called P. caseicolum Bainier or P. candidum, for strains which remain white during growth and P. album for strains which develop a grey-green colour. Today, these two phenotypic forms have been amalgamated into one species, P camemberti Thom (Pitt, 1979). Other Penicillium spp. growing on cheese also have a white mycelium; P. thonii, P nalglovensis and P verrucosum. P. roqueforti strains can exhibit variations in colour from yellowish-green (called viride in Italy) to dark green. Sometimes, it can be confused with a similarly coloured mould, P verrucosum var. cyclopiurn; however, the latter species produces a strong musty odour. This spoilage mould can contaminate P. roqueforti cultures. Without the use of a selected mould adjunct, many other Penicillium spp. may be found in hard, semi-hard and semi-soft cheeses such as Cheddar, Danbo, Port Salut or Bel Paese. P commune and P nalgiovensis are the most common (Lund et al., 1995). The appearance and properties of P caseifulvurn allow its use as a cheese adjunct instead of P. album. Other moulds can grow on cheeses but they are generally undesirable. Nevertheless, some species occur spontaneously and are desirable on the surface of certain cheeses, e.g., Chrysosporum sulfureum is responsible for yellow spot formation on St. Nectaire cheese. In some cases, these moulds are produced as adjuncts, e.g., P. nalgiovensis, P. commune, Trichothecium domesticurn (Cylindrocarpon sp.) and Verticillium lecanii. C. sulfureurn and Sporendonema casei (red-orange spot) encountered on some semi-hard cheeses are no longer produced by starter companies (Ratomahenina et al., 1995). Rhizomucor spp. are generally considered to be spoilage moulds, producing the 'cat
194
Secondary and Adjunct Cultures
hair defect' in most cheeses; however, it is a desirable mould on Tomme de Savoie and St Nectaire cheese. Consequently, three species R. fuscus, R. plumbeus and R. sinensis are produced by ITFE a cheese technical centre in France. Useful properties for which to select moulds as adjuncts
Appearance of mould on~in cheeses Moulds contribute directly to the appearance of the cheese surface or, in the case of blue-veined cheeses, to the appearance of the cheese body. The growth behaviour of P. camemberti varies according to the strain. The colour and length, and density of the mycelium are very important criteria in choosing a strain to be used as an adjunct. The colour of P. roqueforti is also of paramount importance in selecting strains. Generally, strains showing light blue or yellowish colours are used for Gorgonzola cheese whereas dark green strains are used in Danablu, Bleu des Causses, Roquefort and Stilton cheese. Naturally, this diversity in the appearance of Penicillium strains is indicated in the catalogues of mould suppliers. De-acidification activity
P. camemberti and P. roqueforti are able to utilise lactic acid as a carbon source. Therefore, their growth leads to an increase in pH and proteolysis of cheese and consequently causes the cheese to soften. This property is also indicated by culture suppliers in their product sheets. Proteotytic activity Both P. camemberti and P. roqueforti have endopeptidase and exopeptidase activities which make a major contribution to proteolysis in cheese. Consequently, the ripening process begins on the surface of the mould-ripened cheese (Gripon, 1993). The extracellular proteolytic systems of these two moulds are somewhat similar and they hydrolyse OLsl-, ~ - and K-caseins. Moreover, their peptidases release free amino acids and have debittering activity. Amino acids are catabolised with the production of ammonia and other volatile compounds (Cerning et al., 1987). Of course, these proteolytic activities are considered by mould culture suppliers but, generally, methods used in this characterisation are only indicative. Azocasein has been suggested as a substrate for determining proteolytic activity (Larsen et al., 1998). Lipolytic activity Lipolysis is much more extensive in mould-ripened cheeses than in other varieties, especially blue-veined cheeses and the main agents are Penicillium spp. Their lipolytic activity varies greatly according to the strain. Methyl ketones and their corresponding secondary alcohols are produced by [3-oxidation of free fatty acids, produced by lipolysis (see 'Lipolysis and Catab-
olism of Fatty Acids in Cheese', Volume 1). These compounds contribute to the typical flavour of mouldripened cheeses (Cerning et al., 1987). Consequently, the lipolytic activity of P. camemberti and P. roqueforti is an important criterion in their selection, and this activity is always indicated in the product specification of the supplying companies. Production of aroma Besides methyl ketones and secondary alcohols, many esters, aldehydes, volatile amines and ammonia also contribute to the aroma of mould-ripened cheeses. The typical mushroom note of Brie and Camembert flavour produced by P. camemberti is mainly due to 1-octen-3-ol (Gripon, 1993). Like yeasts, mould suppliers frequently use sensorial analysis of cheese models to characterise their strains and the aromatic notes or profiles produced are given in the product sheets. Interactions with other microorganisms Besides the interaction with yeast described above, Hansen and Jakobsen (1997) have shown positive and negative interactions between 20 strains of P. roquefortii and 15 strains of Leuconostoc, Lactococcus, Lactobacillus and Streptococcus spp., many of which were strainspecific. The stimulation of P. roqueforti is mainly due to the release of amino acids, like arginine and leucine, by the lactic acid bacteria. Fast growth of P. camemberti prevents the establishment of Rhizomucor spp. which produce a 'cat hair' defect on the cheese surface. This property is also used by mould suppliers in the selection of suitable strains. The elevated pH of the cheese surface induced by the growth of P. camemberti, in turn, promotes the growth of coryneform bacteria. Moulds produce tyramine, histamine and tryptamine by decarboxylation of the corresponding amino acid but these biogenic amines are metabolised by coryneform bacteria such as B. linens which possess deaminase activity (Leuschner and Hammes, 1998). Production of mycotoxins
P. roquefort produces several mycotoxins whereas P. carnemberti produces only one, chloplazonic acid, but there is little risk to human health because the toxins are present in mould-ripened cheeses at very low levels (Gripon, 1993; 'Toxins in Cheese', Volume 1). Since this production is strain-specific it must be taken into account in the selection of moulds for use as cheese adjuncts. Form and u s e of mould adjuncts
The number of strains of P. camemberti available from suppliers varies from 3 to 16, with the largest number
Secondary and Adjunct Cultures
being available from Rhodia Foods. Other P. camemberti suppliers are Clerici-Sacco, Chr. Hansen and Degussa. The colour and the length and density of the mycelium are always shown on product specification sheets. Growth rates and de-acidifying, proteolytic, lipolytic and anti-Rhizomucor activities are also given. These are sold as liquid or freeze-dried cultures. For P. roqueforti, 2-7 strains are available, depending on suppliers, which differ in colour, growth rate, NaC1 and temperature sensitivities, proteolytic and lipolytic activities and their effects on the texture and aroma of cheese. Companies producing P. roqueforti cultures are Clericci-Sacco, CSL, Chr Hansen, Rhodia Food and Wiesby. The latter company also has a white mutant of P. roqueforti, which produces the typical flavour of Blue cheese without the blue colour. These are sold as liquid, dried or freeze-dried cultures. Moreover, some technical centres such as LIP, Aurillac, France, produce mould cultures, especially P. roqueforti for private users. Other moulds, e.g., P. album, P. nalgiovensis, Trichothecium domestimum (cylindrocarpon) and Verticilliurn lecanii are produced by Rhodia Foods. The oldest method in which grated mouldy bread is used to inoculate the curd of blue-veined cheese remains topical in few cases. Traditional methods using small units on agar surface or other solid medium to produce Penicillium conidiaphores are still used. Nevertheless, spore production by submerged cultivation with sufficient oxygen supply has been developed for P. camemberti (Bockelmann et al., 1999). Submerged batch fermentation provides high spore yields, short fermentation intervals and automation. P. camemberti cultures can be added directly to the cheese milk and/or sprayed on the cheese, generally after salting. The general recommendation is --~106-107 spores L -1. P. roqueforti cultures are generally inoculated directly into the cheese milk at a level of--~ 107 spores L-1
Coryneform Bacteria and Staphylococci These bacteria are present on the surface of many cheeses. They are used as adjuncts mainly on smeared soft- and semi-hard cheeses, e.g., Epoisse, Livarot, Morbier and Munster in France, Limburger in Belgium, Bel Paese and Tallegio in Italy, Romadour and Tilsit in Germany, Raclette and Appenzeller in Switzerland, Brick and Monterey in the USA (Table 2). Some cultures, especially B. linens or Staphylococcus spp. are used as an 'enzyme bag' in ripened cheese without surface microorganisms. Generally, these bacteria are isolated from soft or semi-soft cheeses such as Camembert, Munster, Livarot or Gubbeen, from blue-veined cheeses but also from hard cheeses such as Gruyere, Beaufort and Comte (Piton-Malleret and Gorrieri, 1992). Generally, counts
195
of 107-109 cfu cm -2 are reached on soft smear cheeses within the first 2 weeks of ripening, and 1013 cfu g-1 of rind in Gruyere cheese within the first 3 weeks of ripening. The bacterial populations remain constant thereafter until the cheese is consumed (Reps, 1993; Eliskases-Lechner and Ginzinger, 1995a). The flora is composed of two principal Gram-positive groups: coryneform bacteria (irregularly shaped, catalase-positive rods) and staphylococci (catalase-positive cocci). These two groups have certain physiological properties which permit their growth on the cheese surface; they are aerobic, alkalophilic, mesophilic and salt-tolerant and cannot grow under acid conditions (see 'Bacterial Surface-ripened Cheeses', Volume 2). It has been observed that the cultivation methods used in the laboratory are always selective and the classification of coryneform and staphylococci groups is equivocal and confusing, because it is based on phenotypic characteristics (Seiler, 1986; Kampfer et al., 1993; Irlinger et al., 1997). In recent years, molecular approaches, such as ribotyping, amplified fragment polymorphism and randomly amplified polymorphic DNA, have been developed and could give significant insight into specific isolates and dominant microbial populations during cheese manufacture. However, these techniques are laborious and time-consuming for monitoring population dynamics and have not been used to any great extent in classifying the microorganisms.
Coryneform bacteria Coryneform bacteria include organisms from the genera Arthrobacter, Brevibacterium, Corynebacterium, Microbacterium. The term has no taxonomic significance except that bacteria in these genera are generally small irregularly shaped rods. For a long time, B. linens was considered to be the typical, orange-red pigmented, red smear-cheese bacterium due to its role in colouring the surface of the cheese and its ability to produce typical flavours. For that reason, B. linens is the main adjunct culture available and used for smear-cheeses. Nevertheless, some authors have cast doubt on the exclusive importance of B. linens in the cheese smear. The maximum proportion of B. linens found in Tilsit cheese ranges from 0 to 15% (Eliskases-Lechner and Ginzinger, 1995a). This species was not isolated from the surface of Gubbeen, an Irish smear cheese, even though the cheese surface was deliberately smeared with this species at the beginning of ripening (Brennan et al., 2002); however, 9.3% of isolates were B. linens-like but had different Pulse-Field Gel Electrophoresis patterns than the deliberately inoculated strain. Moreover, none of the other brevibacteria isolated from cheese, e.g., B. casei, have been found on Tilsit, Brick and other German cheeses or on
196
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Secondary and Adjunct Cultures
Gubbeen (Seiler, 1986; Eliskases-Lechner and Ginzinger, 1995a; Bockelmann et al., 1997a; Brennan et al., 2002). The occurrence of yellow-pigmented Arthrobacter strains, especially A. nicotianae, on surface-ripened cheeses has been reported (Marcellino and Benson, 1992; Val&s-Stauber et al., 1997). Yellow coryneform isolates from several varieties of Austrian cheese were classified as A. globiforrnis (Eliskases-Lechner and Ginzinger, 1995a). This was confirmed by Bockelmann et al. (1997a), who identified several yellowpigmented strains as A. globiformis. Some corynebacteria are major components of the microflora of surface-ripened cheese. The dominant genus differs depending on the type of cheese studied. In Comte, only 12% of the surface flora was assigned to the genus Corynebacterium (Piton, 1988; Piton and Fontanier, 1990) while in Brick cheeses it was the dominant genus (nearly 50% of isolates) (Valdes-Stauber et al., 1997). In cheese smears, C. ammoniagenes (previously named Brevibacterium ammoniagenes) and C. variabilis (previously named Caseobacter polymorphus) were reported when the key of Seller (1986) was used to identify the isolates. Two newly described species, C. mooreparkense and C. casei, were isolated from the surface of an Irish smear-ripened cheese. C. ammoniagenes and C. variabile were their nearest known phylogenetic neighbours (Brennan et al., 200 la, 2002). The genus, Brachybacterium, including three new species isolated from milk and Beaufort, Gruyere and Camembert cheeses (Brachybacterium nesternkovii, B. alimentarium and B. tyrofermentans; Gvozdiak et al., 1992; Schubert etal., 1996; Lefresne, 2000), may be present on other smear cheeses. Brachybacteria are highly salt-tolerant and yellow in colour. However, the incidence of Brachybacteiurn on cheeses has not been studied systematically. Microbacterium sp. are widely distributed in various environments and three species have been isolated from milk products or cheese, M. lacticium (Collins et al., 1986), M. liquefaciens (Collins et al., 1983) and M. gubbeenense (Brennan etal., 2001b). Moreover, Eliskases-Lechner and Ginzinger (1995a), ValdesStauber et al. (1997) and Brennan et al. (2002) isolated 8, 7 and 50 Microbacterium strains from Tilsit, Brick and Gubbeen cheeses, respectively. Brennan etal. (2002) showed that, generally, M. gubbeenense was isolated more frequently late in ripening. Until the mid-1970s, micrococci were erroneously considered to constitute a major portion of the secondary flora of cheeses and to be important for flavour development. The Micrococcus strains isolated from various cheeses were most probably misclassified staphylococci. However, some reports confirm that micrococci, especially Kocuria varians and Micrococcus
197
luteus, play a role in goats' milk cheese, but compared to staphylococci their numbers are not very high and they decrease rapidly during ripening (Michaux, 1983; Massa and Turtura, 1989; Vernozy-Rozand et al., 1996; Caceres et al., 1997). Staphylococcus
Many investigators have noted the predominance of novobiocin-resistant and coagulase-negative staphylococci in cheeses, particularly in hard varieties, made from ewes' or goats' milk (Delarras and Laban, 1981; Garcia et al., 1988; Massa and Turtura, 1989). Coagulasenegative staphylococci are found mainly in high cell numbers early in ripening and they make up 5-25% of total surface cell counts (Bockelmann etal., 1997a). Staphylococcus spp. are replaced by coryneform bacteria after about 15 days ripening (Brennan et al., 2002). The prevailing species in soft, smeared cheeses are Staph. equorum, Staph. vitulinus and Staph. xylosus (Irlinger et al., 1997). This last species is commercially available as an adjunct and, is also used as a starter in fermented sausage. A new coagulase-negative and novobiocinresistant Staphylococcus, S. fleuretti, has been isolated from raw goats' milk cheese (Vernozy-Rozand et al., 2000). In addition, a new subspecies, Staph. succinus subsp, casei, isolated from a Swiss surface-ripened cheese, has been described (Place et al., 2002). This species has been used as a starter component in typical Swiss cheeses. Naturally, it is necessary to characterise these strains carefully and to confirm that they are food grade. Useful properties for selecting surface bacteria as adjuncts Growth
All species encountered on the cheese surface are salt tolerant, e.g., B. linens tolerates up to 15% of NaC1 (Ferchichi etal., 1985; Collin and Law, 1989). Their minimal pH for growth and their sensitivity to the ripening temperature are the main determinants in colonising the cheese surface. The growth rate at pH 5.8 differs significantly between strains of B. linens. Staphylococci promote the growth of other smear bacteria at the beginning of ripening because they grow rapidly at pH 5.5 and below (Bockelmann etal., 1997a). Consequently, sensitivity to pH and temperature are criteria used in the selection of surface bacteria strains. Effect on the colour of cheese surface
The colour of the cheese surface is an important characteristic of smear-ripened cheeses. The contribution of the surface bacteria varies according to genus, species and strain. Most strains of B. linens produce distinctive red-orange carotenoid-type pigments but numerous
198
Secondary and Adjunct Cultures
strains are non-pigmented. Corynebacterium spp. are similar. Arthrobacter are generally yellow-pigmented and produce the typical red-brown colour of smearcheeses by conversion of yellow pigments (Bockelmann et al., 1997a). Brachybacterium spp. found in cheeses are yellow-pigmented and staphylococci produce orange pigments. Of course, the colour exhibited by surface bacteria is a major criterion used in the screening and in the selection of strains as adjuncts. Several tests are used, the most relevant being the development of colour on cheese models which takes into account the interactions between surface microorganisms. Proteolysis, peptidolysis and amino acid catabolism
Although the caseinolytic activity varies greatly between species and strains, this property of surface bacteria has only a small additional effect on cheese proteolysis. However, their peptidase activities and amino acid catabolism are much more important for the production of aroma compounds (Gobbetti et al., 2001; Curtin et al., 2002). Their demethiolase activity produces sulphur compounds, particularly methanthiol from methionine (Brennan et al., 2002). Their deaminase activity produces ammonia and degrades biogenic amines (Leuschner and Hammes, 1998). Moreover, proteolysis plays a role in the production of the typical colour of the cheese surface (Bockelmann etal., 1997b). Naturally, these properties are taken into consideration by culture suppliers in the process of strains selection. Lipolysis
Staphylococci have higher lipolytic activity than other surface bacteria (Bergere and Tourneur, 1992; Curtin etal., 2002). However, this property is sometimes shown in the product sheets of suppliers, but the methods used to characterise it are not indicated. Antimicrobial activities
B. linens produces antimicrobial substances which inhibit the growth of many Gram-positive food-poisoning bacteria as well as several yeasts and moulds (Maisnier-Patinaud and Richard, 1995; Motta and Brandelli, 2002). Some isolates of M. lacticum show anti-listerial activity (Carminati et al., 1999). Kocuria varians NCC 1482 produces variacin, an antibiotic of the same class of antimicrobial peptides as nisin. It inhibits food-borne pathogens such as species of Enterococcus sp., Staphylococcus aureus, Bacillus cereus and Clostridium botulinum (Pridmore et al., 1996; O'Mahony et al., 2001). Staphylococci produce many anti-bacterial substances such as antibiotics (Brennan
et al., 2002). A strain of Staph. equorum was found to produce a macrocyclic peptide antibiotic, micrococcin P1, on soft cheese and to inhibit Listeria monocytogenes (Carnio et al., 2000). Naturally, these antimicrobial activities provide interesting criteria for the selection of strains in order to control the safety of smear-ripened cheeses using specific adjuncts. Form and use of adjunct culture
Like yeasts, only a few species and strains of these bacteria are commercially available and this does not reflect the complexity of the cheese surface bacteria described previously. Of course, several strains of B. linens are often marketed by the main suppliers (Crerici-Sacco, Degussa, Chr Hansen, Rhodia Food and Wiesby). In contrast, A. nicotianae, A. globiJormis and C. flavescens are available from only two companies (Degussa and Rhodia Food). Some Dairy Research or Technical Centres may provide coryneform cultures for their domestic cheese producers. For staphylococci, S. xyloasus or S. carnosus is recommended by Chr. Hansen and Rhodia Food, whereas other companies (Bioprox, Degussa and Wiesby) do not indicate the identity of the staphylococcal adjuncts in their product sheets. These surface bacterial cultures are always available in freeze-dried form but Wiesby market their cultures in three forms, liquid, frozen and freeze-dried. Several mixed-cultures are supplied by Degussa, Rhodia Food and Wiesby, which contain mixed bacterial species or mixtures of yeasts and bacteria. In using adjunct cultures, the manufacturers recommend direct inoculation of the cheese milk to obtain 5.104-105 cfu m1-1 or spraying a smear solution on the cheese surface. Propionic Acid Bacteria
Propionic acid bacteria (PAB) are used mainly as adjuncts in cheeses with eyes which are also called Swiss-type cheeses, particularly Emmental, Jarlsberg and Maasdam (see 'Cheese With Propionic Acid Fermentation', Volume 2). They could also be used in other hard- or semi-hard cheeses for their protective effects and their contribution to taste and aroma. Species found in cheeses and characteristics
The bacteria that produce propionic acid were named Propionibacterium by Orla-Jensen in 1898 and their fermentation was studied by Pasteur and Fitz. The PAB were seriously classified only in 1928 by Van Niel but most of the current classification keys emerged from the work of Cummins and Johnson (1981). The 'classical' or 'dairy' PAB should be differentiated from the
Secondary and Adjunct Cultures
cutaneous ones which occur on the human skin. Four species are currently classified as 'dairy' PAB: P. acidopropionici, P. freudenreichii, P. jensenii and P. thoenii. The other two 'classical' species, P. cyclohexanicurn and P. microaerophilus, were not isolated from dairy products (Kusano etal., 1997; Koussemon etal., 2001). P. freudenreichii is the most common species found in cheese and, consequently, is the one used as an adjunct. Of course, the number of PAB is high around 109 cfu g-1 in hard cooked cheeses such as Emmental which are ripened in a warm room. However, significant numbers of PAB, between 107 and 109 cfu g-l, are also found in semi-hard cheeses, e.g., Abondance, Appenzell, Gouda, Maasdam, Morbier, Tomme de Savoie and some ewes' milk cheeses. This is not surprising because PAB are part of the natural flora of raw milk and they can grow at a low temperature. Propionic acid bacteria are Gram positive, nonmotile, non-sporing, small rods (0.5-0.8 b~m • 1 to 5 b~m). PAB are pleomorphic, paired small rods or coccoid-shaped cells, often in clumps with Chinese characters; sometimes filamentous shapes are seen. Their genome size is between 1.6 and 3.1 kb, their G + C content ranges from 65 to 67% and plasmids occur frequently (1-3). PAB are anaerobic to aerotolerant mesophiles and many strains are able to grow slowly at a temperature as low as 3 ~ They are able to metabolise many different carbon sources: sugars (lactose, glucose, galactose, fructose), alcohols (glycerols, erythritol, adonitol), organic acids (lactate, citrate, aspartate). Biotin and pantothenic acid are essential factors for their growth (Cummins and Johnson, 1981). Optimum growth occurs in the pH range 6.5-7, and pH 5.0-5.2 is the lowest limit for the growth of most strains. Low temperatures and high sodium chloride concentrations (up to 3%) enhance the inhibitory effect of low pH on the growth of PAB (Hettinga and Reinbold, 1972a,b,c). Useful properties for selecting PAB as adjuncts Lactate metabolism Orla-Jensen was the pioneer researcher on the propionic acid fermentation in Emmental cheese. He was the first to show the relationship between this fermentation and eye formation (von Freudenreich and Orla-Jensen, 1906). Already in 1878, Fitz had established the well-known stoichiometric equation:
3 lactate ~ 2 propionate + 1 acetate + 1 CO2 + H20. Nevertheless, this fermentation balance is often different in cheese where strong propionic acid fermentation occurs, such as Emmental. This suggests that PAB
199
have a more complex lactate metabolism. Recently, the use of in vivo 13C-NMR was used to follow more precisely carbon metabolism in PAB and indicated the presence of six other minor pathways (Deborde et al., 1999; Deborde and Boyaval, 2000). In hard cheese, the rate of the propionic acid fermentation and CO2 production is decisive for the successful formation of the desirable round, shiny eyes. A fast lactate fermentation is needed to accumulate CO2 in the cheese (there must be a balance between CO2 production in the cheese and CO2 diffusion from the cheese). Consequently, the growth rates of PAB under conditions encountered in cheese during the ripening (pH 5.2, 1-2% NaC1, 18-22 ~ is the first criterion in the selection of PAB. For this purpose, the use of minicheesemaking as described by Richoux and Kerjean (1995) is better than in vitro studies. Acetic and propionic acids also contribute to the preservation and the taste of cheese. Proteolytic activities and amino acid catabolism The caseinolytic potential of PAB is estimated to be 5-15 times less than that of lactococci (El Soda et al., 1992; Dupuis et al., 1995). Propionic acid bacteria contain numerous peptidases, including a wide spectrum of general aminopeptidase activities and many activities towards proline-containing peptides, e.g., proline aminopeptidase, X-prolyl-dipeptidyl aminopeptidase, prolinase and prolidase (Lem~e et al., 1998; Gagnaire et al., 1999; Stepaniak, 2000). They are mainly intracellular but, unfortunately, autolysis of PAB in cheese is limited and slow. It is less important than autolysis of lactic acid bacteria (Sahlstrom et al., 1989; Lem~e et al., 1995; Valence et al., 1998; see Ostlie et al., 1999). Consequently, these proteolytic activities may be omitted in the selection of PAB as secondary cultures. Propionibacteria are able to catabolise amino acids, especially aspartic acid, asparagine, alanine, valine, serine, tyrosine, glutamic acid, arginine, cysteine and methionine, to different flavour compounds (Keenan and Bills, 1968; Brendenhaug and Langsrud, 1985). But today, the production of aroma compounds by PAB remains measurable only in real cheeses. However, their ability to metabolise aspartate is easily checked in the laboratory. This aspartate deamination pathway leads to high CO2 production which can provoke a late blowing defect in aged Emmental cheese (Fr6hlich-Wyder et al., 2002). Lipolysis Propionic acid bacteria are well known for their high lipolytic activity and have 10-100 times more activity than lactic acid bacteria (Oterholm et al., 1970; Dupuis et al., 1993). In vitro studies, as well as data
200
Secondary and Adjunct Cultures
from experimental cheeses, have shown that PAB release FFAs in cheese (Chamba and Perreard, 2002). P. freudenreichii exhibits the highest lipolytic activity but it is strain-dependant. This activity on lipids in cheese produce aroma compounds through the release of free fatty acids and their subsequent catabolism. This is an important property in choosing strains as adjuncts. Unfortunately, the available laboratory methods to characterise the lipolytic activity of PAB do not correlate well with their lipolysis in cheese (Kerjean et al., 2000). In order to use the lipolytic activity as a screening criterion for PAB, improvements in analytical methods are needed.
Probiotic properties Propionic acid bacteria can survive in the digestive tract and reach and maintain high populations in the human intestine (Bougle et al., 1999; Jan et al., 2002). They are able to inhibit undesirable intestinal bacteria, and have a growth-promoting effect on bifidobacteria (Kaneko et al., 1994). Some dairy strains produce nitric oxide with a positive effect on intestinal peristalsis. To date, it seems that probiotic properties have not been taken into consideration in selecting strains to be used as cheese adjuncts. Form and use of adjunct cultures
Swiss cheesemakers were the pioneers in the use of PAB as adjuncts; their Dairy Research Station at Liebefeld-Berne began to produce selected propionibacteria cultures as early as 1926. The use of PAB culture is justified for three main reasons: 9 to replace the low level of PAB in the cheese milk (natural or after treatment) which often is unable to reach the necessary level to obtain a satisfactory propionic acid fermentation; 9 to increase the rate of propionic acid fermentation in order to obtain the desirable openings or eyes (the balance between CO2 production and CO2 diffusion); 9 to better control propionic acid fermentation and cheese quality. Generally, PAB are not cultivated in the cheese factories because their cultivation is laborious, timeconsuming and sensitive to microbial contamination. In the past, liquid cultures were the normal form; today, concentrated frozen or freeze-dried cultures are commonly supplied by specialised companies or Dairy Research Centres. These cultures are added directly to the milk in the cheese vat. Production of PAB is done in a sterile fermenter using complex media containing lactate. After the desired number of bacteria has been
attained (---109 cfu m l - 1), the culture is concentrated by centrifugation or microfihration. Then, the biomass is frozen or freeze-dried after addition of a cryoprotectant(s). The bacterial concentration of commercially freeze-dried cultures is about 101~ cfu g-1. The main commercial suppliers are Clerici Sacco, Centro Sperimentale del Latte (CSL), CSK, Chr-Hansen, Rhodhia Foods, Standa Industrie and Wiesby. Most commercial strains are P. freudenreichii and, generally, the number available is limited (1-3). In contrast, the portfolio of Standa Industrie contains a large choice of cultures (---15) with various technological abilities. In addition, the frequent and strong interaction between PAB and lactic acid bacteria must be taken into consideration in the choice of the starters associations (Chamba, 1994; Kerjean et al., 2000). The manufacturer's recommendations for propionibacteria are to use ---103 cfu ml-1 of milk for Emmental-type cheese and between 105 and 106 cfu/ml for other cheeses. Below this amount, the risks of a slow, propionic acid fermentation and several defects, e.g., brown spots, and blind cheese, are high.
Heterofermentative Lactobacilli In spite of not being added deliberately to the milk, heterofermentative lactobacilli grow to high numbers (---108 cfu g - l ) in many hard and semi-hard cheeses, especially in the major ripened cheeses produced such as Cheddar and Emmental. Their use as adjuncts is in its infancy. Very few culture producers produce heterofermentative lactobacilli as adjuncts. However, their use could increase in the future. Species found in cheeses
It is generally recognised that Lactobacillus paracasei subsp, paracasei, Lb. rhamnosus, Lb. plantarum and Lb. curvatus are the main species of facultative heterofermentative lactobacilli (FHL) in cheese (Jordan and Cogan, 1993; Lindberg et al., 1996; Coppola et al., 1997; Bouton et al., 1998; Crow et al., 2001). They are Gram positive, non-motile and catalase negative, their G + C content ranges from 44 to 47%. Under the microscope, FHL appear as short rods. They are aerotolerant and mesophilic and are able to grow at 15 ~ Lb. paracasei subsp, paracasei and Lb. rhamnosus can grow at 45 ~ but Lb. plantarum cannot. Many sugars, such as lactose, glucose, galactose, fructose and especially ribose, are fermented with production of L- or DL-lactate, but without CO2 production, and some strains metabolise lactate, citrate, amino acids and glycolipids (Williams et al., 2000). The fermentation of pentoses results in production of lactic and acetic acids. The heat resistance of
Secondary and Adjunct Cultures
heterofermentative lactobacilli varies according to the species and strain. Lb. paracasei and Lb. rhamnosus are more resistant than Lb. plantarum. They can survive pasteurisation at 72-75 ~ for 15 s (Jordan and Cogan, 1999). Likewise, the two former species resist the cooking temperature, 50-55 ~ for at least 1 h, used in hard cheeses such as Emmental and Grana. Lb. brevis, Lb. buchneri and Lb. fermentum are the main obligatory heterofermentative lactobacilli encountered in cheese. The C + G content of Lb. fermentum, at 52-54%, differs from other lactobacilli. These three species produce DL lactate, ethanol and CO2 from glucose. Gluconate is also fermented and arginine is metabolised with the production of NH3. Lb. brevis and Lb. buchnerii can grow at 15 ~ but Lb. fermenturn cannot; Lb. brevis does not grow at 45 ~ but Lb. buchneri and Lb. ferrnenturn can. The obligatory heterofermentative lactobacilli have been considered as a spoilage bacteria in cheese for a long time, but this opinion should be revised. Generally, FHL are present in cheese in much higher numbers than obligate heterofermenting lactobacilli. Heterofermentative lactobacilli are regarded as an adventitious flora in cheese and they originate in the raw milk and factory environment. This flora can reach 10 8 cfu g-1 in most, if not all, ripened cheeses. In spite of this observation, which was made over 30 years ago, the role of heterofermenting lactobacilli in flavour formation in cheese is still unclear compared to the homofermentative starter lactobacilli. The use of heterofermentative lactobacilli as cheese adjunct culture is still at an early stage. Useful properties to select heterofermentative lactobacilli as adjuncts
Heterofermentative lactobacilli exhibit a large diversity of properties and their effects on cheese characteristics vary from negative to no effect to positive effects. These properties are strongly strain-dependant and offer several ways for their selection as adjuncts. Proteolysis and amino acids catabolism The proteinase activity of heterofermentative lactobacilli seems to be lower than that of homofermentative lactobacilli and their contribution to casein hydrolysis during ripening of Cheddar cheese appears to be relatively small (Lynch et al., 1997). In contrast, the peptidase activities, at least in certain strains, contribute to the hydrolysis of bitter peptides to non-bitter peptides with the release of free amino acids (Gagnaire et al., 2001). This is the case for Lb. casei subsp, casei LLG which has an active aminopeptidase and a proline-specific peptidase with debittering activity (Park et al., 1995). Likewise, Lb. curvatus DPC 2024 has a
201
PepN-like aminopeptidase, which shows broad substrate specificity (Magboul and McSweeney, 1999). Amino acid catabolism and the production of aroma compounds by heterofermentative lactobacilli, especially their glutamate dehydrogenase activity, appear to be one of the determinant properties for their use as cheese adjuncts. This activity also provides ot-ketoglutarate for transamination of other amino acids to produce aroma compounds (Rijnen et al., 2000). This activity is strain-dependant; about half of Lb. plantarum and Lb. paracasei strains have glutamate dehydrogenase activity (Tanous et al., 2002). Moreover, Lb. fermentum and Lb. reuteuri produce aroma compounds from sulphur amino acids but Lb. brevis, Lb. paracasei and Lb. curvatus do not (de Angelis et al., 2002). Consequently, measurement of aminopeptidase activity and the ability to catabolise amino acids should be taken into account in their selection. Formation of biogenic amines Amino acid decarboxylase activity of obligately heterofermentative lactobacilli, particularly Lb. buchneri, has been implicated in biogenic amine production in Swiss cheeses and outbreaks of food poisoning (Sumner et al., 1985; Joosten and Northoh, 1987). It is certainly an exceptional case since the use of Lb. fermentum and Lb. buchnerii as adjuncts in Emmental cheese produced less than 10 mg kg -1 of histamine and 50 mg kg -1 of tyramine (Chamba, 2000). However, Crow et al. (2001) take the ability to form biogenic amines into consideration in screening heterofermentative lactobacilli as cheese adjuncts. Lipolytic activities Like other lactic acid bacteria, heterofermentative lactobacilli are generally considered to be weakly lipolytic in comparison with other microorganisms, such as PAB, corynebacteria, yeast and moulds in cheese (Knaut and Mazurek, 1974; Khalid and Marth, 1990; Fox et al., 1993; Gobbetti et al., 1997). Therefore, lipolytic activity can be omitted in the selection of heterofermentative lactobacilli as adjuncts. Antagonistic activities The production of inhibitory metabolites and bacteriocins by heterofermentative lactobacilli is also problematic in cheese. The first one was observed against PAB in Swiss cheese. Lb. casei and Lb. rhamnosus produce acetate, formate and small amounts of diacetyl from citrate in cheese and interfere negatively with the growth of P. freudenreichii (Jimeno et al., 1995). Swiss researchers use this ability to prevent secondary fermentation, which causes cracks and splits in Emmental cheese. Antimicrobial activities of lactobacilli have been known and recognised for more than 14 years. Many
202
Secondary and Adjunct Cultures
heterofermentative lactobacilli such as Lb. brevis, Lb. curvatus, Lb. fermentum, Lb. plantarum and Lb. rhamnosus produce bacteriocins. Generally, these inhibit several Gram-positive bacteria, including enterococci, clostridia, S. aureus and Listeria spp., but, unfortunately, lactic acid bacteria are also frequently inhibited (Klaenhammer et al., 1994; Malik et al., 1994). It is possible that this property will become important in the future use of heterofermentative lactobacilli as cheese adjuncts. An interesting inhibitory activity against the spoilage bacterium, Clostridiurn tyrobutyricum, is produced by Lb. rhamnosus LC705 (DSM7051). This was patented and is commercially available (Mayra-M~ikinen and Suomalainen, 1996). This adjunct was tested successfully in Emmental and Gouda cheeses. In Gouda cheese, Lb. rhamnosus LC705 provides an efficient substitute for nitrate.
Probiotic properties Some strains of heterofermentative lactobacilli, Lb. casei Shirota, Lb. plantarum DSM9843, Lb. rhamnosus GG, have shown probiotic capabilities such as the prevention and treatment of diarrhoeal disease, intestinal inflammation or permeability disorders, immunomodulation and tumour prevention (Huis In't Veld and Marteau, 1997). Their ability to survive in the gastro-intestinal tract and colonise the intestine, especially exopolysaccharideproducing strains, could be useful in the development of probiotic dairy products (Chabot et al., 2001). In this way, Gardiner et al. (1998) have shown that cheese is a better vector than fermented milk for increasing the numbers of lactobacilli in the intestines of piglets. The use of heterofermentative lactobacilli selected for their probiotic properties as cheese adjuncts could be a possibility in the future. Form and use of adjunct cultures
The statement of Fox et al. (1993) 'The contribution of NSLAB to cheese ripening and quality is a vexed question' remains topical. The main reason for this statement is certainly the high versatility of heterofermentative lactobacilli. Their effects are strain-specific, strongly affected by the technological context and probably by the interactions with other microorganism in cheese. This is probably why the supply of heterofermentative lactobacilli as adjuncts is still limited. Nowadays, in modern cheese factories, cheesemaking conditions are better and more clearly understood and good hygiene is practised. The bulk milk is of good quality; the cheese milk is standardised (for fat and protein), clarified and thermised. Technological and environmental parameters of cheesemaking and ripening are under control. Moreover, efficient starters are used. Nevertheless, NSLAB, especially heterofermentative lacto-
bacilli, remain an uncontrolled part of the cheese microbial ecosystem. For that reason, their use as adjuncts should increase in the next years in order to: 9 Overcome the probable negative effect encountered by the growth of the indigenous flora. For this purpose, useful strains of heterofermentative lactobacilli must be able to grow faster than the indigenous NSLAB without affecting the characteristics of the cheese. 9 Improve cheese quality by using adjuncts with desirable properties. In Switzerland, the use of FHL as adjuncts is common for Emmental cheese to prevent late blowing. This adjunct is supplied by the Federal Dairy Research Institute, Liebefeld-Berne, and the recommended level of inoculation is around 1 • 104 cfu m1-1 of cheese milk. For Cheddar cheese, Crow et al. (2001) provide a very good description of the screening process to select NSLAB as starter adjuncts which are used at levels of 300-1000 cfu m1-1 of vat milk. They maintain that 'NSLAB adjuncts are required for improved flavour control in aged cheeses such as mature Cheddar as uncontrolled adventitious strains of NSLAB can cause defects'. From this sentence, can we understand that the use of NSLAB as cheese adjuncts is now a common practice in New Zealand? Today, the portfolios of heterofermentative lactobacilli usable as cheese adjunct from starter suppliers are small. Heterofermentative lactobacilli are frequently marketed as probiotics, for example by Clericii-Sacco, CSL, DSM Food Specialities, Chr. Hansen or Rhodia Foods. Only a few cultures are available and often these are sold as mixed cultures with other lactic acid bacteria or with surface-ripening microorganisms. Wiesby market Lb. rharnnosus strain LC 705 which inhibits Cl. tyrobutyricum. Generally, these cultures are in freeze-dried form for direct inoculation of the vat milk or sometimes for bulk starter preparation.
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Salt in Cheese: Physical, Chemical and Biological Aspects T.P. Guinee and P.F. Fox, Dairy Products Research Centre, Moorepark, Fermoy, Ireland. Department of Food and Nutritional Sciences, University College, Cork, Ireland
Introduction The use of salt (NaC1) as a food preservative dates from pre-historic times and, together with fermentation and dehydration (air/sun), is one of the classical methods of food preservation. So useful and widespread was the use of salt as a food preservative in Classical and Medieval times that it was a major item of trade and was used as a form of currency in exchange for goods and labour. It is perhaps a little surprising that Man discovered the application of salt in food preservation so early in civilization since, in contrast to fermentation and dehydration, salting is not a 'natural event' in foods but requires a conscious act. It is interesting that the three classical methods of food preservation, i.e., fermentation, dehydration and salting, are exploited in cheese manufacture and, in fact, are interdependent. The fourth common method for food preservation, i.e, use of high and/or low temperatures, was less widespread than the others because the exploitation of low temperatures was confined to relatively few areas until the development of mechanical refrigeration about 1870 and, although heating was probably used to extend the shelf-life of foods throughout civilization, its controlled use dates from the work of Nicolas Appert (1809) and Louis Pasteur (1860-1864). In modern cheese technology, temperature control complements the other three methods of food preservation. The level (%, w/w) of salt in cheese ranges from "--0.7 in Swiss to "--6 for Domiati (see Table 1). Salt, together with the desired pH, water activity and redox potential, contributes to minimization of spoilage and prevention of the growth of pathogens in cheese (see Naguib et al., 1979; Russell and Gould, 1991; Eckner etal., 1994; Guraya et al., 1998; Bolton and Frank, 1999; Erkmen, 2001). In addition to its preservative effect, NaC1 plays two other important roles in foods. Man requires ---2.4 g Na, i.e., " 6 g NaC1, per day (Kaplan, 2000) and although this requirement can be met through the indigenous Na content of foods, added NaC1 is a major source in modern western diets. In fact, western diets contain approximately two to three times more Na than is necessary and excessive intakes of Na have toxic, or at least undesirable, physiological effects, the most significant of
which are hypertension and increased calcium excretion which may lead to osteoporosis (see Abernethy, 1979; Anonymous, 1980, 1983; Moses, 1980; Schroeder et al., 1988; Midgley et al., 1996; Beard et al., 1997; McCarron, 1997; Beilin, 1999; Cutler, 1999; Feldman and Schmidt, 1999; Korhonen et al., 1999, 2000; Cappuccio et al., 2000; Kaplan, 2000; McCarron and Reusser, 2000). Cheese, even when consumed in large amounts (see 'Cheese: An Overview', Volume 1), as in France and Switzerland, makes a relatively small contribution to dietary Na intake, although it may be a major contributor in individual cases where large amounts of highsalt cheese, e.g., Blue, Feta or Domiati, are consumed. Nevertheless, there is interest in many western countries in the production of low-Na cheese, for at least certain sectors in the population, but, as discussed in 'Reduced Sodium Cheese', this has significant repercussions in cheese manufacture. The most common approach at present is to replace some or all of the NaC1 by KC1, but apart from cost, this practice adversely affects the taste of cheese since the taste of KC1 is distinctly different from that of NaC1 and a bitter flavour (not due to abnormal proteolysis) is detectable in cheese containing >1%, w/w, KC1 (see 'Reduced Sodium Cheese' for discussion on lowsodium cheese). The third major feature of the use of NaC1 in foods is its direct contribution to flavour. The taste of salt is highly appreciated by many and saltiness is regarded as one of the four basic flavours. Presumably, the characteristic taste of NaC1 resides in the Na moiety since KC1 has a distinctly different flavour sensation. At least part of the desirability of salt flavour is acquired but while one can easily adjust to the flavour of foods without added salt, the flavour of salt-free cheese is insipid and 'watery', even to somebody not 'addicted' to salt; the use of 0.8%, w/w, NaC1 is probably sufficient to overcome the insipid taste (Schroeder et al., 1988). In this chapter, we will concentrate on the significance of NaC1 in cheese ripening rather than on its dietary and direct flavour effects. NaC1 influences cheese ripening principally through its effects on
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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208
Salt in Cheese: Physical, Chemical and Biological Aspects Table 1 Typical composition of major cheeses (from various sources) Cheese
Moisture (%, w/w)
Salt (%, w/w)
S/M a (%, w/w)
pH
Blue Brick Bulgarian White Camembert Cheddar Edam Emmental Gouda Grana (Parmesan) Gruyere Limburger Muenster Provolone Pecorino Romano Roquefort Domiati Feta
42 40 32 52 37 43 35 41 31 33 45 43 42 23 40 55 53
4.5 1.9 3.5 2.5 1.5 2.0 0.7 2.0 2.6 1.1 2.0 1.8 3.0 5.5 3.5 6.0 3.0
10.5 4.8 10.9 4.8 4.1 4.7 2.0 4.9 8.4 3.3 4.4 4.2 7.1 23.9 8.8 10.9 5.7
6.5 6.4 5.0 6.9 5.5 5.7 5.6 5.8 5.4 5.7 6.8 6.2 5.4 5.4 6.4 4.6 4.5
a S/M = salt-in-moisture.
water activity but it probably has some more specific effects also. Among the principal effects of salt are: 9 control of microbial growth and activity; 9 control of the various enzyme activities in cheese; 9 syneresis of the curd and thus in a reduction in cheese moisture, which also influences the above; 9 physical changes in cheese proteins which influence cheese texture, protein solubility and probably protein conformation.
Control of Microbial Growth Probably the most extreme example of the use of NaC1 for this purpose in cheese is in the manufacture of Domiati cheese from milk to which 12-15%, w/w, NaC1 is added to inhibit bacterial growth and thus maintain milk quality (Naguib et al., 1979; Su~muth, 1998; 'Cheese Varieties Ripened in Brine', Volume 2). For all other major varieties, NaC1 is added after curd formation but nevertheless it plays a major role in regulating and controlling cheese microflora. The simplest example of this is the contribution of NaC1 to the regulation of cheese pH, which in turn influences cheese ripening and texture. The pH of cheese may be regulated by: 9 reducing the amount of residual lactose in the curds by washing the curds with water, as practised in the manufacture of Dutch-type, Tallegio and Cottage cheeses; 9 the natural buffering capacity of the cheese and the toxic effect of the lactate anion which establishes a natural lower limit to pH (---4.5), e.g., Blue, Camembert, hard Italian varieties; 9 addition of salt.
The use of salt, together with buffering capacity, to regulate the final pH appears to be confined almost exclusively to British-type cheeses, i.e., dry-salted varieties such as Cheddar, Cheshire and Stilton. The curds for most, if not all, non-British cheeses are placed in moulds while the pH is still high (>6.0) and acid development continues during pressing. Since a level of NaC1 > 1.5%, w/w, inhibits starter activity, such cheeses are salted by immersion in brine or by surface application of dry salt. In British cheeses, the pH has almost reached its ultimate value at hooping and salt is added to maintain the pH at that desired value. One could probably argue that the method of salting cheese that predominates in a certain region reflects the form of salt available locally; in regions where salt deposits occur, dry salt was readily available and thus permitted the manufacture of cheese in which dry salt was added to the curd or to the surface of the cheese; in regions where salt was prepared by evaporation of sea water, it would have been more convenient to salt the cheese by immersion in concentrated brine rather than wait for crystallization. Curd for Cheddar and similar varieties contains ---0.6--1.0%, w/w, lactose at hooping (Turner and Thomas, 1980); this is fermented during the early stages of ripening by continued starter activity but this depends strongly on the salt-in-moisture (S/M) level in the curd and the salt tolerance of the starter. Irvine and Price (1961) showed that acid development by six commercial lactic acid cultures in reconstituted 10%, w/v, skim milk powder (RSM) was either stimulated or not affected by a low level (1%, w/w) of NaC1 but was strongly inhibited by >-2.5%, w/w, NaC1. However, even at 5%, w/w, NaC1, acid was produced by all starters to
Salt in Cheese: Physical, Chemical and Biological Aspects
a level - 4 5 - 5 5 % of the maximum. In the same study, portions (454 g) of curd at pH --6.05 were taken after whey drainage and placed in brine containing 0 - 5 % , w/w, NaC1 at --38 ~ for 2 h; a sample of the curd held in the cheese whey was used as a control sample (it is assumed that the S/M equilibrium between the brine and curd moisture was rapid because of the high temperature and the open structure of the mass of curd particles). The pH decreased to a minimum of 5.53 at 2%, w/w, NaC1 brine but did not fall below 5.9 at 5%, w/w, NaC1 brine; the pH of curd held in 4%, w/w, NaC1 brine was similar to that of curd held in water (0%, w/w NaC1 brine) (Fig. 1). The pH decreased to 5.65, 5.53, 5.62 and 5.90 at 0, 2, 4 and 5%, w/w, NaC1 brine, respectively (Fig. 1). These results suggest that starter activity is stimulated by 2%, w/w, NaC1. Overall, the experiments of Irvine and Price (1961) suggest that the growth of lactococci in Cheddar curd is generally not inhibited by -<4%, w/w, S/M and that the inhibitory effect of NaC1 is less in curd than in RSM. This conclusion is supported by the results of Schroeder et al. (1988) who found that varying SAVIlevel from 0.18 to 4.1%, w/w, had little effect on the starter population in 1-day-old Cheddar cheese made with a six-strain culture of Lactococcus lactis supsp, cremoris. The pH at which salt was added to RSM and curd (6.7 and 6.05, respectively) in the study of Irvine and Price (1961) was much higher than that (-5.25-5.35) at which full-fat Cheddar is salted in practice and, therefore, may not reflect the full combined inhibitory effect of salt and low pH. However, the pH of half-fat Cheddar which was salted at pH --5.75, rather than at 5.3, to increase the moisture level (Guinee et al., 1998; Fenelon
209
et al., 1999), decreased to 5.2 at 1 day, i.e., similar to that of half-fat Cheddar salted at pH 5.3. This observation confirms the findings of Irvine and Price (1961), i.e., that S/M --<4%, w/w, has little inhibitory effect on starter lactococci in Cheddar curd, and suggests that the pH of Cheddar is controlled by a combination of salting and buffering capacity. Cheshire cheese has a considerably lower pH than Cheddar (e.g., typically 4.7-4.9 compared to 5.1-5.3). This low pH is probably primarily due to a high level of starter (~4%) and, consequently, a very rapid rate of acidification, which causes extensive solubilization of colloidal calcium phosphate and a reduction in buffering capacity (Lucey and Fox, 1993). As a result, although Cheshire is salted at a level and at a curd acidity similar to that for Cheddar (Robinson and Wilbey, 1998), the pH of the former is lower, because of the lower buffering capacity, a higher moisture level, a higher lactate content and, hence, a higher lactateto-buffering ratio. This importance of S/M in controlling the pH of Cheddar curd is also evident from the data of O'Connor (1974). Curd (presumably at ---pH 5.3) was salted at a varying level in the range 0.5-6%, w/w (Fig. 2). The pH decreased after salting, presumably due to the action of starter, at S/M levels <5%, w/w, but starter activity decreased abruptly at higher values of S/M, and the pH remained high or increased. The grade assigned to the cheese also decreased sharply at S/M levels >5%, w/w. The control of pH and lactose metabolism by S/M concentration in commercial Cheddar cheese, produced with a linear S/M gradient of 4-6%, w/w, within a single cheese, was clearly demonstrated (Fig. 3) by Thomas and Pearce (1981).
5.9 5.85 5.8 "!-
5.75
c~ o0
o
5.7 5.65 5.6 5.55 5.5
I
i
i
i
i
i
0
1
2
3
4
5
Concentration of brine, %, w/w, NaCI Figure 1
Influence of NaCI concentration on the pH of Cheddar cheese curds after holding in the brine for 2 h at 37.7 ~
the mass of curd particles at the time of placing in the brine was 6.05 (redrawn from Irvine and Price, 1961).
the pH of
210
Salt in Cheese: Physical, Chemical and Biological Aspects
28 ~ E 9
oo - ~
26
"o
~ E -~.E_
24
~ E
22 20 5.5 5.4 5.3
7-
5.2 5.1 5,0
I
0
I
1
I
I
I
I
I
2 3 4 5 6 7 Salt-in-moisture, %, w/w
I
I
8
9
Figure 2 Relationship between the salt-in-moisture (S/M) level and the pH (9 at eight weeks, and between the S/M and the total grade score (maximum 30) (O) of cheeses made from the same vat but salted at different levels (drawn from data of O'Connor, 1974, from Lawrence and Gilles, 1982).
1
5.4
0.8 5.3 cO
0.6
9
o
O O
i
0 o
0.4
9 "J
5.2
~
7o.
.>/oO
J
0.2
5.1
~~
o
o
0 4.0
, 4.5
' 5.0
, 5.5
5.0 6.0
Salt-in-moisture, g/100 g Figure 3 Effect of salt-in-moisture concentration on lactose concentration (A) and pH (9 within a single block of Cheddar analysed at 14 days after manufacture (redrawn from Thomas and Pearce, 1981 ).
The above studies show that inhibition of starter occurs within quite a narrow S/M range (Fig. 2), emphasizing the importance of precise control of S/M level. However, since the sensitivity of starter cultures to salt varies, the influence of NaC1 concentration on post-salting acid production in cheese obviously depends on the starter used and a general value for S/M cannot be definitely stated. At pH 5.3, Lactococcus lactis subsp, lactis strains are generally more salttolerant than strains of Lc. lactis subsp, cremoris but there is also considerable variation in salt sensitivity between strains of Lc. lactis subsp, cremoris (Martley and Lawrence, 1972; Turner and Thomas, 1980). If starter activity is inhibited after manufacture, residual lactose will be metabolized by non-starter lactic acid bacteria (NSLAB). However, the number of NSLAB present, which is influenced by the level of contamination at salting, level of S/M, NSLAB strain, rapidity with which pressed curd is cooled and ripening temperature (Fryer, 1982; Jordan and Cogan, 1993; Bechaz etal., 1998), is usually insufficient (e.g., <-1000 cfu/g) to cause significant lactose metabolism for several days and, consequently, the pH falls slowly. In the study by Turner and Thomas (1980), NSLAB, mainly Pediococcus, were more salt-tolerant than starter bacteria and metabolized the lactose with the production of DL-lactate and the racemization of L-lactate. Non-starter lactic acid bacteria grew in all cheeses but their growth was markedly dependent on temperature and they had little influence on lactose or lactate concentration until numbers exceeded 106-10 r cfu/ml. The high salt tolerance of NSLAB was confirmed by Jordan and Cogan (1993) who found that ---90% of NSLAB strains (Lactobacillus casei, Lb. plantarum and Lb. curvatus) isolated from commercial Cheddar grew in the presence of 6%, w/w, NaC1 while 58% grew in the presence of 8%, w/w, NaC1. Similarly, Lane et al. (1997) reported that - 6 % , w/w, S/M was required to retard the growth of NSLAB in Cheddar cheese and NSLAB numbers after ripening for 6 months were approximately equal at all S/M levels (2.8-6.1%, w/w). The greater salt tolerance of NSLAB was clearly apparent from the study of Thomas and Pearce (1981), which showed that the fermentation of lactose to D-lactate and the racemization of L-lactate in cheeses with 6%, w/w, S/M occurred relatively late (90-180 days) during ripening. However, the results of Bechaz et al. (1998), which showed significantly higher populations of NSLAB in reduced-salt Cheddar (1.0%, w/w) than in the control (1.8%, w/w), suggest that salt level has a major effect on the growth of NSLAB. The salt resistance of lactococci and other bacterial species isolated from African cheeses was studied in detail by Sugmuth (1998).
Salt in Cheese: Physical, Chemical and Biological Aspects
Although acid production can be uncoupled from cell growth, it is likely that acid production at low salt levels will be accompanied by high cell numbers which tend to lead to bitterness (Lowrie and Lawrence, 1972). Not surprisingly, bitterness in Cheddar cheese is markedly influenced by S/M level over a very narrow range; Lc. lactis subsp, cremoris HP generally yielded bitter cheese at S/M levels <4.3%, w/w, but rarely at >4.9%, w/w (Lawrence and Gilles, 1969). In the foregoing discussion on the influence of NaC1 on the fermentation of residual lactose in cheese curd by starter microorganisms, it has been assumed that the NaC1 is distributed throughout the cheese within a very short period after salting. However, this is not so. Cheddar cheese curd is usually milled into quite large particles (chips) of cross-section 2 cm ;4 2 cm or larger. Obviously, dry salt applied to the surface of such chips requires a considerable period of time to diffuse to the centre of the chips and to attain an inhibitory level throughout (see 'Factors that influence salt diffusion in cheese during salting'). Consequently, starter bacteria will continue to grow and produce acid at the centre of a chip for a considerable period after growth at the surface has ceased. Experimental support for this is provided by the experiments of Hoecker and Hammer (1944) who measured the levels of salt and moisture and pH at the surface and centre of individual chips, prised from a block of Cheddar cheese, over a 72 h period after salting and pressing. Their data showed that the pH fell faster and to a lower value at the centre, where NaC1 concentration was lower, than at the surface. In one experiment, the difference in pH persisted for 72 h but in a duplicate experiment the difference in pH had essentially disappeared after 48 h. Thomas and Pearce (1981) showed that a higher level of added salt is required to inhibit lactose metabolism when the curd is milled into large chips than smaller ones. In surface-salted Meshanger cheese, Noomen (1977) showed considerable zonal variations in lactose and pH throughout the cheese in response to variations in S/M concentration. Similarly, Pavia et al. (1999) showed that a decreasing S/M gradient from the surface ( - 9 % , w/w) to the centre (-0.2%, w/w) of freshly brinesalted Manchego cheese was paralleled by a pH gradient in the same direction and a lactate gradient in the opposite direction, indicating inhibition of the starter culture. Streptococcus salivarius subsp, thermophilus is considerably less salt-tolerant than Lc. lactis subsp, lactis (RClegg and Blanc, 1981); its critical NaC1 concentration is 0.4 M (2.34%, w/w), corresponding to an aw of 0.984, compared with 1.1 M NaC1 (aw = 0.965) for Lc. lactis subsp, lactis; Lb. delbrueckii subsp, helveticus
211
and Lb. lactis subsp, lactis were also less salt tolerant, being inhibited by 0.95 M and 0.90 M NaC1, respectively. Data on the sensitivity of propionibacteria to NaC1 appear to be variable: Orla-Jensen (1931) reported that concentrations of NaC1 as low as 0.5%, w/w, are sufficient to reduce the growth of Propionibacterium in a medium containing calcium lactate. However, Antila (1954) reported that 3%, w/w, NaC1 is necessary to reduce growth. In fact, salt tolerance appears to be strain- and pH-dependent (Rollman and Sjostrom, 1946); in a lactate medium, 6%, w/w, NaC1 was required to inhibit the growth of a fast-growing strain of Propionibacterium at pH 7.0 and 3%, w/w, at pH 5.2, whereas a slow-growing strain was more salt-tolerant at pH 5.2 than at pH 7.0. The data of R~egg and Blanc (1981) show that P. shermanii was the most salt tolerant of the starter species investigated; its critical NaC1 concentration was 1.15M (--6.7%, w/w; aw=0.955). Boyaval et al. (1999) studied the effect of varying NaC1 concentration (0-0.8 M; --0.0-4.8%, w/w, S/M) on the growth of P. freudenreichii subsp, shermanii CIP 103027 in a chemically-defined medium (modified M63), Yeast Extract-Lactate medium (YEL), or 10% (w/v) reconstituted skim milk at pH 7.0 and at 30 ~ under quiescent conditions. Increasing NaC1 concentration in modified M63 resulted in a progressive decrease in cell growth, with a 50% reduction at 0.3 M and almost complete inhibition at 0.7 M. Growth inhibition was due to the osmotic effect rather than NaC1 per se, as reflected by the similar inhibition of growth on substitution of NaC1 by KC1 or sucrose. In YEL or milk, 0.79 and 0.25 M NaC1, respectively, were needed to double the generation time, and concentrations of 1.5 M and 1.0 M to effectively inhibit growth completely. Differences in the effect of salt on growth rate in the three media were attributed to the presence of different types and levels of osmoprotective compounds, such as choline and glycine-betaine in YEL and various choline derivatives and carnitine in milk. While some inhibition of P. shermanii is expected in Emmental cheese, the aqueous phase of which has an osmolarity - 0 . 7 M NaC1 (Salvat-Brunaud et al., 1997), the presence of osmoprotective compounds in milk assists growth (Boyaval etal., 1999). Interestingly, Emmental cheese, which contains -0.7%, w/w, is the least heavily salted among major cheese varieties. Blue cheeses are among the most heavily salted varieties, with 3-5%, w/w, NaC1 (Stilton <3%, w/w). Ripening in these varieties is dominated by Penicillium roqueforti and consequently good growth of this mould is paramount. Germination of P. roqueforti spores is stimulated by 1%, w/w, NaC1 but inhibited by >3-6%, w/w, NaC1, depending on strain. However, the growth of germinated spores on malt extract agar or in cheese curd is less dependent on NaC1 concentration than is
212 Salt in Cheese: Physical, Chemical and Biological Aspects germination, and some strains grow in cheese curd containing 10%, w/w, NaC1, although growth is retarded compared to that in curd containing less NaC1 (Godinho and Fox, 1981a,b). Morris (1981) reported that it is fairly common commercial practice to add 1%, w/w, NaC1 to Blue cheese curd before hooping, possibly to stimulate spore germination, although it also serves to give the cheese a more open structure which facilitates mould growth. Since most Blue cheeses are surfacesalted, a salt gradient from the surface to the centre exists for a considerable period after manufacture; a high initial level of salt in the outside zone of the cheese may inhibit spore germination at a critical time and a mould-free zone at the outside is a common defect in Blue cheeses (Godinho and Fox, 1981b). Growth of P carnernberti is also stimulated by low levels of NaC1; <0.8%, w/w, NaC1, mould growth on Camembert cheese is poor and patchy (O'Nulain, 1986).
Influence of NaCI on E n z y m e Activity in C h e e s e Coagulant With the exception of Emmental and similar highcooked cheeses, the initial proteolysis in cheese is catalysed by residual coagulant. Polyacrylamide gel electrophoresis of cheese during ripening has shown that in hard and semi-hard, bacterially-ripened cheeses, asl-casein undergoes considerable proteolysis but [3-casein remains unchanged until an advanced stage of ripening (Ledford etal., 1966; Phelan etal., 1973; Creamer, 1975; Visser and de Groot-Mostert, 1977; Yun et al., 1995; Kristiansen et al., 1999; Fenelon and Guinee, 2000; Feeney et al., 2001; 'Proteolysis in Cheese during Ripening', Volume 1). A similar pattern is evident during the early phases of mould-ripened cheeses, when the coagulant is the principal ripening agent (Godinho and Fox, 1982; Hewedi and Fox, 1984) but fungal proteinases dominate in these cheeses during the later phases of ripening (see 'Surface Mould-ripened Cheeses' and 'Blue Cheese', Volume 2). The hydrolysis of Otsl-casein by milk clotting enzymes is greatly influenced by the concentration of NaC1. The proteolytic activity of chymosin, pepsins, Rhizomucor miehei and Cryphonectria parasitica rennets on dilute casein fractions is stimulated by increasing NaC1 concentration to an optimum at ---6%, w/w (Fox and Walley, 1971; Gouda, 1987). Activity is inhibited at higher NaC1 levels, but limited proteolysis of Otsl-casein occurs up to 20%, w/w, NaC1 (Fox and Walley, 1971; Gouda, 1987). However, degradation of Otsl-casein is retarded by very low levels of salt in Cheddar (Phelan et al., 1973; Thomas and Pearce, 1981; Kelly et al., 1996; Mistry and
Kasperson, 1998) and on salting at 1.36%, w/w (S/M = 2.55%, w/w) in Mozzarella (Guo etal., 1997). The inverse relationship between casein degradation and salt concentration in cheese is mirrored by the reduction in the level of pH 4.6-soluble N and/or water-soluble N (as %, w/w, total N), and/or NPN in Blue (Godinho and Fox, 1982), Camembert (O'Nulain, 1986; Table 2), Cheddar (Thakur et al., 1975; Kelly et al., 1996), Danbo (Kristiansen etal., 1999), Ragusano (Licitra etal., 2000), Romano (Guinee and Fox, 1984; Fox and Guinee, 1987), Feta (Pappas et al., 1996) and other cheeses (Wisniewska et al., 1990). In contrast to the above trends, the level of water-soluble N in serum expressed on centrifugation of unsalted low-moisture Mozzarella cheese at its unadjusted pH is significantly lower than that from salted cheese (Guo et al., 1997). However, the higher water-soluble N in the former is due to an increase in casein hydration as a result of a salting-in-effect at a S/M level of---2.6%, w/w (see 'Effect of NaC1 on casein hydration in model systems and in cheese') rather than to proteolysis which is very low in low-moisture Mozzarella. The latter effect is somewhat similar to the large increase in soluble N obtained on adding sodium citrate or sodium phosphate emulsifying salts during the manufacture of processed cheese, even though the level of pH 4.6-soluble N remains essentially constant (see 'Pasta-Filata Cheeses', 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products' and 'Cheese as an Ingredient', Volume 2). In contrast to the trends noted for C~sl-casein, proteolysis of [3-casein in dilute solution by chymosin or pepsins is strongly inhibited by 5%, w/w, and completely inhibited by 10%, w/w, NaC1 (Fox and Walley, 1971; Lane and Fox, 1999). Sucrose and glycerol selectively inhibit proteolysis of [3-casein by chymosin and pepsins (Creamer, 1971; A1-Mzaien, 1985). KC1, LiC1, NH4C1 and CaC12 are as effective as NaC1 in inhibiting the proteolysis of ~-casein (O'Nulain, 1986). Since the inhibitory effect of solutes is substrate- rather than enzyme-specific, it appears that NaC1 and similar solutes cause some conformational changes in [3-casein (Barford et al., 1988) which render its chymosin (pepsin)susceptible bonds less accessible to the enzyme. The nature of these conformational changes does not appear to have been investigated but may arise from the strongly hydrophobic nature of [3-casein. [3-Casein undergoes significantly less breakdown than Otsl-casein in most cheese varieties. The resistance of [3-casein in cheese to proteolysis is not dependent solely on the salt concentration since it is also quite resistant to proteolysis in salt-free, and low S/M (e.g., 2.7%, w/w) cheese (Phelan et al., 1973; Kelly et al., 1996), suggesting that a high protein concentration is sufficient to induce the necessary conformational
Salt in Cheese: Physical, Chemical and Biological Aspects
Table 2
Influence of NaCI on pH and proteolysis in Camembert cheese (4-weeks old) a
NaCI (%, w/w)
Zoneb
pH
0.20
I O I O I O I O I O
5.5 6.4 5.3 6.1 5.2 6.0 5.2 6.2 5.1 6.4 5.0 5.1 5.0 6.3
0.70 0.93 1.14 1.73
2.4
213
I O
Water-soluble N (% total N)
pH 4.6-soluble N (% total N)
70% ethanol-soluble N (% total N)
5% PTA-soluble N (% of total N)c
36.0 100.0 28.7 100.0 17.9 100.0 22.5 93.7 26.6 85.3
43.3 54.4 29.1 39.2 17.3 49.5 23.8 43.4 28.3 37.1
23.7 35.7 15.8 28.7 13.3 32.8 15.8 28.4 15.8 22.7
16.8 18.9 10.4 15.5 12.1 15.2 8.1 10.4 8.8 10.1
22.2 63.2
23.1 29.8
18.0 26.1
8.3 9.3
a Compiled from data of O'Nulain (1986). b I and O correspond to the inner and outer portions of the cheese. c PTA = phosphotungstic acid.
change(s). A level of S/M >4.9%, w/w, is necessary to prevent the development of bitterness in cheese (Lawrence and Gilles, 1969). The inhibitory effect of NaC1 on proteolysis of sodium caseinate, %l-casein and [3-casein is pHdependent, with the extent of inhibition generally decreasing with pH in the range 6.6-5.4 (Fox and Walley, 1971; Mulvihill and Fox, 1980; Lane and Fox, 1999). At low pH, NaC1 also alters the proteolytic specificity of chymosin and pepsins: NaC1 (2.5%, w/w) inhibits the formation of 13-111 but promotes the formation of [3-IV and [3-V (Mulvihill and Fox, 1978). Formation of the Otsl-casein peptides, Otsl-VII and Otsl-VIII, in solution is stimulated by NaC1 (5%, w/w) and these peptides are also formed in cheese (Mulvihill and Fox, 1980). The proteolytic activity of R. miehei and C. parasitica rennets on [3-casein is less strongly inhibited by NaC1 than that of chymosin or pepsins (Phelan, 1985; Gouda, 1987).
and possibly higher, but Grufferty and Fox (1988a) found no dissociation on holding at a pH >4.9 for 4 h. This implies that all the plasmin in milk should be present in the curd for most rennet-coagulated cheese varieties. However, the concentration of plasmin in Swiss-type cheese is two to three times that in Cheddar (Richardson and Pearce, 1981; Lawrence et al., 1983) while the activity in Cheshire cheese is very low (Lawrence et al., 1983), suggesting that the plasmin content of cheese may be influenced by the pH at hooping (Lawrence et al., 1983). The difference in plasmin level between Cheddar and Swiss cheeses is considered unlikely to be due to pH dependent dissociation of the enzyme as the pH of both cheeses is 6.1 and 6.4 at whey drainage (Grufferty and Fox, 1988b). The differences may to be due to different rates of plasminogen activation in the two cheeses due to different processing conditions, especially cooking temperature (Ollikainen and Nyberg, 1988; Farkye and Fox, 1990), and possibly the higher pH in Swiss cheese during Milk proteinase ripening (Grufferty and Fox, 1988b). The increase in Milk contains several indigenous proteinases, the most pH in Swiss-type cheese during ripening is paralleled significant, alkaline milk proteinase (plasmin), is almost by a large increase in plasmin activity (Ollikainen and exclusively associated with the casein micelles at the Nyberg, 1988). Owing to the relatively high buffering normal pH of milk, but dissociates from the micelles as capacity of Swiss-type cheese (as affected by the retenthe pH is reduced (Humbert and Alais, 1979; Fox, tion of colloidal calcium phosphate due to the rela1981; Visser, 1981; Reimerdes, 1982; Grufferty and Fox, tively high pitching pH (i.e., ---6.4 compared to ---6.1 1988a; Sousa et al., 2001; Nielsen, 2002; Visser and van for Cheddar)), its relatively high protein level (i.e., den Berg, 2002). Richardson and Elston (1984) reported ---29 compared to 24% for Cheddar) and the propionic that the dissociation of plasmin from the casein micelles acid fermentation, during which lactic acid is conis pH- and time-dependent and that it occurs at pH 5.7 verted to the weaker propionic and acetic acids, the pH
214
Salt in Cheese: Physical, Chemical and Biological Aspects
of Swiss does not fall as low as, and rises more rapidly than, that of Cheddar. The role of plasmin in cheese ripening has not been studied extensively but the presence of y-caseins in most cheese suggests at least some activity (see Farkye and Fox, 1992). Plasmin appears to make a significant contribution to the maturation of Gouda (Creamer, 1976; Visser and de Groot-Mostert, 1977), possibly because of the removal of proteinase inhibitors by washing during curd manufacture, and in Romano-type cheese (Guinee and Fox, 1984) and in Swiss (Richardson and Pearce, 1981; Sweeney, 1984; Ollikainen and Nyberg, 1988; Ollikainen and Kivela, 1989) in which the coagulant is extensively denatured by the high cooking temperature (Matheson, 1981). However, it has only a limited role in the ripening of Cheddar (Green and Foster, 1974; Creamer, 1976; Fenelon and Guinee, 2000; Kubis et al., 2001) and soft Meshanger-type cheese (Noomen, 1978). The coagulant is also extensively denatured in lowmoisture Mozzarella because of plasticization of the curd at ---58-60 ~ (Feeney et al., 2001; see 'Pasta-Filata Cheeses', Volume 2), but plasmin makes little contribution to proteolysis, as reflected by the low levels of [3-casein (Yun et al., 1993a; Feeney et al., 2001) except where C. parasitica, a rennet substitute with a high proteolytic activity on [3-casein, is used (Yun et al., 1993b). However, degradation of [3-casein is very substantial in Mozzarella made from milk pre-acidified to ---5.6 prior to rennet addition (Feeney et al., 2002; Guinee et al., 2002). This effect concurs with the findings of Grufferty and Fox (1988b) who reported no dissociation of plasmin from the casein micelles in milk at pH >4.9. Noomen (1978) suggested that plasmin may make a significant contribution to proteolysis in soft cheeses with a surface flora, in which the pH rises markedly during ripening to a value more favourable for plasmin activity. The presence of y-caseins in Camembert-type cheese, Cooleeney (Sousa and McSweeney, 2001) and blueveined cheeses, including Stilton, Danablu, Cashel, Chetwynd and Gorgonzola (Zarmpoutis et al., 1998), suggests a high level of plasmin activity, which is expected in view of the high pH of these cheeses. The addition of plasmin to milk, at levels which increased the activity by 3- to 4-fold the indigenous level normally found in the cheese, resulted in increased degradation of [3-casein and level of pH 4.6-soluble N (Farkye and Fox, 1992); the organoleptic quality of the plasmin-enriched cheese was superior to that of the control and the ripening rate was accelerated considerably. Noomen (1978) showed that the activity of alkaline milk proteinase in simulated cheese was stimulated by concentrations of NaC1 up to a maximum at 2%, w/w, but was inhibited by higher concentrations of NaC1, although some activity remained at 8%, w/w, NaC1.
Milk also contains an acid proteinase, cathepsin D, which apparently has a specificity similar to chymosin (Kaminogawa and Yamauchi, 1972; Kaminogawa et al., 1980; Larsen and Petersen, 1995; Hurley et al., 2000a). About 80% of cathepsin D is in the serum and although it partially survives pasteurization (Larsen et al., 2000), its contribution to proteolysis in most cheeses is probably low. However, it has been claimed to make a contribution to proteolysis in Feta coagulated with GDL (Wium et al., 1998) or in Quarg (Hurley et al., 2000b). To our knowledge, the influence of NaC1 on the activity of acid milk proteinases has not been investigated. Microbial enzymes
There appears to be relatively little information on the influence of NaC1 on microbial enzymes in cheese. Indirect evidence, e.g., in relation to bitterness in cheese (Lawrence and Gilles, 1969; Sullivan and Jago, 1972; Stadhouders and Hup, 1975; Thomas and Pearce, 1981) suggests that the activity of starter proteinase is inhibited by a moderately high level of NaC1. P. roqueforti lipases (Morris and Jezeski, 1953) and proteinases (Madkor, 1985) are inhibited by NaC1 concentrations >6%, w/w. Vafopoulou-Matrojiannaki (1999) found that an increase in S/M from 3 to 6%, w/w, reduced the activity of intracellular aminopeptidase, dipeptidylaminopeptidase and carboxypeptidase, but had little effect on the intracellular esterase activity of Leuconostoc mesenteroides subsp, rnesenteroides strain K1Gs. Gobbetti et al. (1999a) studied the interactive effects of pH (5.5-7.0), S/M (0.0-7.5%, w/w) and temperature (4-16 ~ under conditions designed to simulate the cheese environment, on the peptidase activities (aminopeptidases N and A, and proline iminopeptidase) of 11 strains of NSLAB bacteria isolated from cheese: Lb. casei subsp, casei 2107, 2756, 2788; Lb. plantarum 2788, 2789, 2741; Lb. casei subsp, pseudoplantarum 2745 and 2742; and Lb. curvatus 2771 and 2770. A low pH and a high S/M level markedly inhibited the peptidases of Lb. casei subsp, pseudoplantarum and Lb. curvatus. In contrast, the peptidases of Lb. casei subsp, casei and Lb. plantarum were quite insensitive to pH and not very sensitive to NaC1. The aminopeptidase activities (especially A) of the latter strains were less sensitive than the proline iminopeptidases to the combined effects of salt, temperature and pH. In a subsequent study, Gobbetti et al. (1999b) investigated the effects of S/M (2.5 to 7.5%, w/w), pH (5.0-5.7) and aw on the proteolytic and lipolytic activities of starter and NSLAB, including Lb. delbrueckii subsp, bulgaricus, Lc. lactis subsp, lactis T12 and Lb. plantarum 2739. The effect of S/M was both enzyme- and species-specific. These authors concluded
Salt in Cheese: Physical, Chemical and Biological Aspects 215 that interactions between these three variables were mainly responsible for changes in enzyme activity under conditions simulating cheesemaking. The combined effects of NaC1 and pH did not significantly influence the lipase/esterase activity of Lb. plantarum 2739 and it was suggested that strains like 2739 might be responsible for a moderate level of lipolysis during long-term ripening of cheese. The cell envelope-associated proteinase (lactocepin) of Lc. lactis subsp, lactis BN1 and Lc. lactis subsp, cremoris SKl l was stabilized by NaC1 (5%, w/v), especially at pH 5.2 (i.e., cheese-like conditions) and by the humectants, polyethylene glycol and sorbitol (Reid and Coolbear, 1998, 1999). The specificity of both proteinases on Ors1-, [3- and K-caseins was changed considerably by NaC1 level and water activity.
Influence of NaCI on the Water Activity (aw) of Cheese The preservative action of NaC1 is due to its effect on the water activity (aw) of the medium: aw
z
P Po
where p and Po are the vapour pressure of the water in a system and of pure water, respectively. If the system is at equilibrium with its gaseous atmosphere, then aw = ERH/100, where ERH is the equilibrium relative humidity. Due to the presence of various solutes in foods, the vapour pressure of water in a food system is always less than that of pure water, i.e., aw < i . 0 . The relationship between aw and the moisture content of food is shown in Fig. 4. Three zones are usually evident: 9 Zone I represents monolayer water that is tightly bound to polar groups in the food, e.g., the ~ O H
group of carbohydrates, or the mNH~- and m C O O groups of proteins; 9 Zone II consists of muhilayer water in addition to the monolayer water; 9 Zone III contains bulk phase water in addition to monolayer and multilayer water. Comprehensive discussions on the general concept of water activity in relation to foods are provided by Duckworth (1975), Rockland and Stewart (1981), Simatos and Muhon (1985), Rockland and Beuchat (1987) and Fennema (1996). More specific aspects in relation to dairy products are discussed by Kinsella and Fox (1986) and Roos (1997). The aw of food depends on its moisture content and the concentration of low molecular mass solutes (Russell and Gould, 1991). The aw of young cheese is determined almost entirely by the concentration of NaC1 in the aqueous phase: aw = 1 - 0.033 [NaClm] - 1 - 0.00565 [NaC1] where [NaClm] is the molality of NaC1, i.e., moles NaC1 per litre of H20 and [NaC1] is the concentration of NaC1 as g/100 g cheese moisture (Marcos, 1993). This equation was used to construct the nomograph shown in Fig. 5, which facilitates the calculation of aw. The salt content of cheese varies from --~0.7%, w/w, for Emmental to "--5%, w/w, for Domiati (Table 1). Other compounds, including lactic and other acids, amino acids, very small peptides and calcium phosphate, in addition to NaC1, contribute to the depression
60-
1.00_c -~b
55-
50--
II
0.98 - - ~
i
_--
E
i__-i-
9"
45---
>, "(D
.......
.4..,
0.97i
4O---
% H20 0
0.25
0.5
0.75
1
Water activity, aw
Figure 4 Idealized relationship between the water activity (aw) of food and its water content.
aw
% NaCI
Figure 5 Nomograph for estimation of water activity (aw) of fresh cheese from the percentages of moisture and salt. Examples: for respective salt and moisture levels (%, w/w) of 57 and 1.5, or 44.5 and 2.0, respectively, then aw = 0.95 or 0.974, respectively (from Marcos and Esteban, 1982).
216
Salt in Cheese: Physical, Chemical and Biological Aspects
of aw, especially in extra-mature cheeses. Salt increases the osmotic pressure of the aqueous phase of foods, causing dehydration of bacterial cells, killing them or, at least, preventing their growth. The minimum water activity for the growth of various microorganisms in foods is shown in Table 3. Typical values for the ave of some cheese varieties are shown in Table 4. It will be apparent from Table 4 that the aw of most cheese varieties is not low enough to prevent the growth of yeasts and moulds and many bacteria but in combination with a low pH and low temperature, is quite effective in controlling microbial growth. Measurement of the salt content of cheese is an important quality control step in cheese production. As
described above, the aw of cheese can be calculated from its composition but can also be determined experimentally (see Marcos, 1993). The concentration and distribution of salt in cheese have a major influence on various aspects of cheese quality, as discussed in 'Introduction', 'Control of Microbial Growth', 'Influence of NaC1 on Enzyme Activity in Cheese', 'Influence of NaC1 on the Water Activity (aw) of Cheese' and 'Overall Influence of NaC1 on Cheese Ripening and Quality'. The aw of cheese, factors that affect it and related aspects have been reviewed by Acker (1969), Raegg and Blanc (1977, 1981), Streit et al. (1979), Rockland and Nishi (1980), Marcos et al. (1981), Ruegg (1985), Fernandez-Salguero et al. (1986), Larsen and Anon (1989a,b, 1990), Marcos (1993) and Hardy (2000).
Table 3 Water activity (aw) of some cheese varieties* aw
Cheese
1.00 0.99 0.98
Fresh cheese curd, Ricotta Beaumont, Cottage, Fresh, Quarg Belle des Champs, MOnster, Pyrenees, Processed, Taleggio Brie, Camembert, Emmental, Fontina, Limburger, Saint Paulin, Serra da Estrela Appenzeller, Chaumes, Edam, Fontal, Havarti, Mimolette, Norvegia, Samso, Tilsit Bleu de Bresse, Cheddar, Gorgonzola, Gouda, Gruyere, Manchego Idiazabal, Majorero, Mozzarella, Norzola, Raclette, Romano, Sbrinz, Stilton Danablu, Edelpilzk&se, Normanna, Torta del Casar Castellano, Parmesan, Roncal, Zamorano Provolone, Roquefort Cabrales, Gamalost, Gudbrandsdalsost, Primost
0.97 0.96 0.95 0.94 0.93 0.92 0.91 0.90
* Compiled from various sources.
Table 4 foods*
Minimum water activity (aw) for microbial growth in
Pathogen
Minimum aw
Shigella spp. Yersinia enterocofitica Vibrio parahaemolyticus Pseudomonas spp. E. coil Clostridium botulinum Salmonella spp. Listeria monocytogenes Micrococcus spp. Staphylococcus aureus (aerobic) Most yeasts and moulds Osmophilic yeasts and moulds
0.96 0.96 0.94 0.95 0.95 0.94 0.94 0.92 0.87 0.86 0.80 0.55
* Compiled from various sources.
Overall Influence of NaCI on Cheese Ripening and Quality Cheddar cheese
The influence of salt-in-cheese moisture (S/M) on lactose metabolism in young Cheddar cheese has already been discussed. There appears to be little information available on the influence of %, w/w, S/M on lipolysis in Cheddar and other cheeses. However, Thakur et al. (1975) compared lipolysis in salted (1.48-1.79%, w/w, NaC1) and unsalted Cheddar; the concentration of volatile acids was significantly higher in the unsalted than in the salted cheese mainly due to acetic acid, which is presumably a product of lactose metabolism. The concentrations of all individual fatty acids, except linoleic and linolenic (at certain ages), were also higher in the unsalted cheese than in the control; the authors did not comment on the markedly lower levels of linoleic acid in the unsalted cheese. However, Lindsay et al. (1982) found little difference between the level of free fatty acids in cheeses with low (3.5%, w/w) or intermediate (4-2%, w/w) S/M levels except for myristic and palmitic acids which were considerably higher in the higher-salt cheese. Reduced-sodium cheeses will be discussed in more detail in 'Reduced Sodium Cheese'. Proteolysis is considerably more extensive in unsalted than in salted Cheddar cheese and consequently the body of the former is less firm (Thakur et al., 1975; Thomas and Pearce, 1981; Schroeder et al., 1988; Kelly et al., 1996). Wisniewska et al. (1990) reported that the salt content Cheddar, Gouda, Tilsit, Roquefort and Camembert was inversely related to the levels of primary and secondary proteolysis and directly to the time required to attain proper 'organoleptic' characteristics; the authors suggested that reducing the salt
Salt in Cheese: Physical, Chemical and Biological Aspects
content may offer a possible means of accelerating cheese ripening. However, as discussed below, a low level of NaC1 has been found to adversely affect the quality of Cheddar cheese and a relatively narrow desirable range has been prescribed for premium quality (see also 'Cheddar Cheese and Related Dry-salted Cheese Varieties', Volume 2). A linear relationship between the extent of degradation of both Ors1- and [3-caseins in young (1 month) cheese and %, w/w, S/M is apparent from the data of Thomas and Pearce (1981) and Kelly etal. (1996). During the normal ripening of Cheddar cheese, Ors>casein is the principal substrate for proteolysis with little degradation of [3-casein (see 'Coagulant'); proteolysis of [3-casein is more extensive at low salt levels (Phelan et al., 1973; Kelly etal., 1996). However, Thomas and Pearce (1981) noted that while the normal products of [3-casein degradation ([3-CNf1-192, [3-CNf1-189 and [3-CNf1-165 produced by rennets, and y-caseins by milk proteinase) were not apparent in their studies, the concentration of unhydrolysed [3-casein decreased, suggesting that proteolysis of [3-casein in low-sah cheese may be due to bacterial proteinases. Kelly et al. (1996) noted that cleavage of Leu192-193 in [3-casein and LeUl01-LySl02 in Otsl-casein was particularly sensitive to the salt concentration in Cheddar cheese. In contrast to primary proteolysis, the level of secondary proteolysis, as measured by the level of 5% (w/v) phosphotungstic acid-soluble N, tended to be higher in salted (2.7-5.7%, w/w, S/M) than in unsalted Cheddar at 12 and 24 weeks; no effect of S/M was apparent at 5 weeks. At least five studies (O'Connor, 1971; Gilles and Lawrence, 1973; Fox, 1975; Pearce and Gilles, 1979; Lelievre and Gilles, 1982) have attempted to relate the quality of Cheddar cheese to its composition. While these authors agree that the moisture content, %, w/w, S/M and pH are the key determinants of cheese quality, they disagree as to the relative importance of these three parameters. In a study of 300 Scottish Cheddar cheeses, O'Connor (1971) found that flavour and aroma, texture and total score were not correlated with moisture content but were significantly correlated with %, w/w, NaC1 and particularly with pH. Salt content and pH were themselves strongly correlated, as were salt and moisture; a very wide variation in composition was noted. Based on analysis of cheese made at the New Zealand Dairy Research Institute over many years and also by commercial cheese factories in New Zealand, Gilles and Lawrence (1973) proposed a grading scheme for young (14-day-old) Cheddar cheese. The influence of cheese composition on quality and compositional grading of Cheddar cheese is discussed in 'Factors that
217
Affect the Quality of Cheese', Volume 1 and 'Cheddar Cheese and Related Dry-salted Cheese Varieties', Volume 2; suffice it to record here that the S/M specified for premium and First Grade Cheddar in New Zealand are 4.0-6.0 and 4.7-5.7, respectively (Lawrence etal., 1993). Fox (1975) assessed the influence of moisture, salt and pH on the grade of 123, 10-week-old Irish Cheddar cheeses (70 high quality and 53 'rejects') from six factories and 27 extra-mature, high-quality Cheddars. The composition of the cheeses varied widely and while the correlations between grade and any of the compositional factors were poor, a high percentage of cheeses with compositional extremes was downgraded, especially those with low salt (< 1.4%, w/w), high moisture (>39%, w/w) or high pH (>pH 5.4). In the samples studied, salt concentration seemed to exercise the strongest influence on cheese quality and the lowest percentage of downgraded cheeses can be expected in the salt range 1.6-1.8%, w/w (S/M range, 4.0-4.9%, w/w). The composition of high quality extramature cheeses also varied widely but less than that of the young cheeses. Although the mean salt level was identical for both groups of cheeses, the spread was much narrower for the mature cheeses and only three had <1.7%, w/w, NaC1. The mean moisture content of the mature cheeses was 1%, w/w, lower than that of the regular cheeses. The grading ratio (ratio of high to low grading cheeses) for 486 14-day-old cheeses produced at the New Zealand Dairy Research Institute was most highly correlated with the percentage of moisture in nonfat-substances (MNFS) and second best with the percentage of salt (Pearce and Gilles, 1979). The optimum compositional ranges were: MNFS 52-54%, w/w; S/M 4.2-5.2%, w/w; pH 4.95-5.15. Cheese with an S/M of 3.1%, w/w, received the highest grade in a study by Knox (1978) although there was little difference in grade in the S/M range 3.1-5.2%; quality declined markedly at S/M >6.4%, w/w. A very extensive study of the relationship of the grade and composition of nearly 10 000 cheeses produced in five commercial New Zealand factories was undertaken by Lelievre and Gilles (1982). As in previous studies, considerable compositional variation was evident but the variation was considerably less for some factories than others. While the precise relationship between grade and composition varied from plant to plant, certain generalizations emerged: 9 within the compositional ranges suggested by Gilles and Lawrence (1973) for 'premium' quality cheese, composition does not have a decisive influence on grade, which falls off outside this range;
218
Salt in Cheese: Physical, Chemical and Biological Aspects
composition alone does not provide a basis for grading as currently acceptable to the dairy industry (New Zealand); MNFS was again found to be the dominant factor influencing quality; within the recommended compositional bands, grades declined marginally as MNFS increased from 51 to 55%, w/w, increased slightly as S/M decreased from 6 to 4%, w/w, while pH had no consistent effect within the range 4.9-5.2 and FDM had no influence in the range 50-57%, w/w. The authors stress that since specific inter-plant relationships exist between grade and composition, each plant should determine the optimum compositional parameters pertinent to that plant. Apart from the acid flavour associated with low-sah cheese, bitterness has been reported consistently as a flavour defect in such cheeses. A complex correlation exists between the propensity of a cheese to develop bitterness and starter culture, pH, rate of acid development and %, w/w, S/M. There is still some controversy on the development of bitterness (see Lowrie and Lawrence, 1972; Mills and Thomas, 1980; Stadhouders et al., 1983; Gomez et al., 1997; McSweeney, 1997; Smit et al., 1998, 2002; Kirin, 2001; Morales et al., 2001; Broadbent et al., 2002), but the subject will not be reviewed here. From the compositional viewpoint, S/M, %, w/w, appears to be the most important factor influencing bitterness (Lawrence and Gilles, 1969). The probability of bitterness developing is greatly increased at S/M <4.9%, w/w; pH, in the normal range encountered for Cheddar, i.e., 4.9-5.3, where para-casein is most soluble (Creamer, 1985) and therefore most susceptible to proteolysis, has little effect except at low S/M values, i.e., <4.9%, w/w. Rennet has maximum activity on paracasein in salt solutions between 2.5 and 4%, w/w (Stadhouders, 1962). The bitterness of peptides is strongly correlated with hydrophobicity (Guigoz and Solms, 1976; Bumberger and Bleitz, 1993). The bitter peptides in cheese appear to arise primarily from ]3-casein (see Hill et al., 1974; Visser et al., 1983a,b; Dinakar et al., 1989; Vandeweghe, 1994; Casal and Gomez, 1999; Frister et al., 2000) which might be expected since [3-casein is the most hydrophobic casein (Swaisgood, 2003); however, peptides from o%1- and Ots2-caseins, especially those containing proline, probably also contribute to bitterness in cheese (Lee and Warthesen, 1995; Kai Ping Lee, 1996; Frister et al., 2000). The effectiveness of NaC1 in preventing bitterness is very likely due to the strong inhibition of [3-casein hydrolysis by NaC1 (Fox and Walley, 1971; Phelan et al., 1973; Mulvihill and Fox, 1978; Pearce,
1982; Stadhouders et al., 1983; Gouda, 1987; Banks et al., 1993; Kelly et al., 1996; Mistry and Kasperson, 1998). However, Laan etal. (1998) found that the addition of salt (4%, w/w) and Ca (120 mM), at levels to simulate those in cheese, increased the aminopeptidase activity of starter lactococci and non-starter lactobacilli isolated from Cheddar cheese. Such aminopeptidase activities, which debitter [3-casein hydrolysates (Kai Ping Lee, 1996; Parra et al., 1999; Barry et al., 2000; Bouchier et al., 2001), are considered important in reducing the risk of bitterness in cheese. The protein matrix in young cheese appears to consist of Otsl-casein molecules linked through hydrophobic interactions between their amino-terminal regions; the primary site for rennet action on Otsl-casein is Phe23~Phe24 (Hill etal., 1974) or Phe24~Va125 (Creamer and Richardson, 1974), hydrolysis of which weakens the matrix. This specific cleavage is considered to be primarily responsible for the loss of firmness during the early stages of ripening (de Jong, 1976; Creamer and Olson, 1982; Fenelon and Guinee, 2000; 'Cheese as an Ingredient', Volume 2). Hard and semi-hard cheese, such as Cheddar, becomes shorter also during maturation (Visser, 1991; Fenelon and Guinee, 2000). Luyten (1988) found that increased asl-casein breakdown in Gouda cheese had little effect on shortness (which may be best described as the inverse of fracture strain). Indeed, the increase in shortness of Gouda cheese on ripening was attributed more to in-depth proteolysis (e.g., NPN formation) than to gross proteolysis. The increase in shortness with maturation may arise as a result of an upward shift in pH away from pH 5.2-5.35 where casein hydration as a function of pH in the range 4.6-6.0 (Creamer, 1985) and fracture strain (Luyten et al., 1987; Visser, 1991) are maximal (see 'Cheese as an Ingredient', Volume 2). Indeed, this seems highly probable when one considers the production of pastafilata-type cheeses such as Mozzarella and Kashkaval; the cheeses flow and stretch over a narrow pH range, 5.2-5.35, outside which flow is very restricted unless some processing changes, such as reduction of calcium level or plasticizing in hot dilute brine (so as to partially solubilize the casein), are implemented (see 'Pasta-Filata Cheeses' and 'Cheese as an Ingredient', Volume 2). During the time required for the pH to fall from ---6.1 at pitching to - 5 . 2 at stretching, little or no degradation of %l-casein occurs. It is probable that both mechanisms (i.e., NPN formation with consequent movement of pH from the point of maximum fracture strain, and hydrolysis of %l-casein) contribute to the age-related rheological/textural changes to different extents depending on the variety and the ratio of primary-to-secondary proteolysis. Owing to its
Salt in Cheese: Physical, Chemical and Biological Aspects
effects on primary and secondary proteolysis, the salt content of cheese has a major influence on its rheological properties, as discussed in 'Effect of NaC1 on cheese rheology'. Blue cheese
The influence of NaCI concentration on the principal ripening events in Blue cheese was studied by Godinho and Fox (1981a,b,c, 1982). Proteolysis, as measured by polyacrylamide gel electrophoresis and the formation of 12% TCA-soluble N, was invariably lower in the outer (high salt) region than in the middle or centre (lower salt) zones; the differences were apparent both before visible mould growth (during the first two weeks when the coagulant is the principal proteolytic agent) and during the mould phase (after two weeks) (Godinho and Fox, 1982; Hewedi and Fox, 1984). There was a strong negative correlation between salt concentration and TCA-soluble N. Unfortunately, the formation of amino acid N (e.g., PTAsoluble N) or other more detailed characterizations of proteolysis were not investigated. With a few exceptions, the pH increased faster at the centre than in the outer region of the cheese, indicating that the catabolism of amino acids or lactic acid is also influenced by NaC1 concentration. Lipolysis in Blue cheese is also influenced by salt concentration, with maximum activity occurring at 4-6%, w/w, NaC1 (Godinho and Fox, 1981c). However, the concentration of methyl ketones was relatively independent of salt concentration. Camembert cheese
The ripening of the surface mould-ripened cheeses, Camembert and Brie, is characterized by a very marked softening, almost liquefaction, of the body from the surface to the centre. This ripening pattern is mainly due to the combination of Otsl-casein hydrolysis and the decreasing pH gradient from the surface to the centre, due to the production of ammonia by the surface mould, P. carnemberti, and its inward diffusion, and the catabolism of lactic acid, and outward diffusion of calcium (Le Graet et al., 1983; Noomen, 1983; Karahadian and Lindsay, 1987). Proteolysis by the coagulant and starter proteinases is also important and although the proteinases excreted by P. carnemberti undergo only very limited diffusion in the cheese (Noomen, 1983), peptides produced by them do, apparently, diffuse into the cheese (see 'Surface Mould-ripened Cheeses', Volume 2 and 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in
219
Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). In this variety also, NaC1 concentration has a major influence on proteolysis and pH changes, as well as on surface mould growth (Table 2). Other cheeses
Feta and Domiati are special in the sense that they are stored in brine, containing typically 6-8%, w/w, NaC1, after manufacture. The high level of salt strongly affects the microflora, enzymology and ripening of these cheeses (see 'Cheese Varieties Ripened in Brine', Volume 2). In addition to the inward migration of salt, outward diffusion of low molecular mass water-soluble compounds (e.g., small peptides, amino acids, lactate, volatile water-soluble acids, and minerals) occurs and these accumulate in the brine. Studies on the diffusion of these molecules are lacking. Pappas et al. (1996) studied the effects of S/M level (4.3-5.8%, w/w, S/M) in Feta cheese, by altering the duration of dry-salting prior to storage in 7-8%, w/w, brine. Increasing S/M level reduced the moisture content and the levels of pH 4.6-soluble N and lipolysis (as measured by acid degree value), or organoleptic characteristics. E1-Sissi and Neamat-Allah (1996) studied the effect of different salt levels in cheesemilk (5, 7, 9 and 12%, w/w, added NaC1) on the ripening and quality of Domiati; the corresponding S/M levels in the cheese were ---6.0.8.3, 9.5 and 12.7%, w/w. Increasing the salt level increased yield (2.9-3.5kg/100kg), moisture ( - 6 1 - 6 9 % , w/w), pH (--5.3-6.5) and reduced the level of pH 4.6-soluble N (% total N) and of total volatile fatty acids; these effects were most dramatic as the S/M level was increased from 9.5 to 12.8%, w/w. The development of the desired flavour and texture/body characteristics was prevented at 12.8%, w/w, S/M (even after 4 weeks storage in pasteurized whey at 14 ~ and delayed at 9.5%, w/w, S/M, compared to cheese with a lower S/M level. The authors recommended a S/M level of 5-9%, w/w, for accelerating the ripening of Domiati. Najera et al. (1994) reported that the concentrations of individual (C4-C18 and C18:1) and total FFAs in Idiazabal cheese increased on increasing the brining time from 12 to 24 or 36 h; however, no details on cheese composition were given. Kaya eta|. (1999) studied the effect of storage time in brines of different NaC1 concentration on the ripening and quality of a Turkish white pickled cheese, Gaziantep, the manufacture of which does not involve the addition of a starter culture. Increasing the S/M level in the experimental Gaziantep cheese from 8.7 to 24%, w/w,
220
Salt in Cheese: Physical, Chemical and Biological Aspects
resulted in significant reductions in moisture content and the level of FFAs, and increases the firmness and peroxide value. Sensory analysis showed that increasing the S/M level to > 13.2%, w/w, increases the intensity of off-flavours, metallic, oxidized, rancid and bitterness. Kristiansen et al. (1999) investigated the effects of varying S/M on proteolysis in Danbo-type cheese brine-salted for different times. Increasing S/M, in the range 0.1-6.4%, w/w, significantly reduced the level of MNFS, the degradation of [3-casein and the levels of pH 4.6 and 5% (w/v) phosphotungstic acid-soluble N over the 10-week ripening period. In contrast, higher salt levels had little effect on the primary breakdown of CXsl-casein. Capillary gel electrophoresis showed that the hydrolysis of [3-casein in dilute solution (0.5%, w/v, in sodium phosphate buffer, pH 7.0) by chymosin or bovine pepsin was strongly inhibited by 5%, w/w, S/M, while that by plasmin was not (Kristiansen etal., 1999); the opposite trend was noted for Otsl-casein. These results concur with those of Lane and Fox (1999) who studied the effects of salt (0-10%, w/w, S/M) and pH on the proteolysis of [3-casein and sodium caseinate in dilute (0.5%, w/v) solutions. The negative effect of salt on proteolysis is associated with its effect on ionic strength, which affects casein hydration and conformation (see 'Effect of NaC1 on Casein Hydration and the Physical Properties of Cheese'), and the concomitant reductions in the level of MNFS and aw (Creamer, 1971; Lawrence and Gilles, 1980; Ruegg and Blanc, 1981; van den Berg and Bruin, 1981). A higher S/M level (i.e., 3.0%, w/w) in accoustically brined Mahon cheese, compared to the conventionally brined control cheese (2.8%, w/w) gave higher levels of all individual FFAs analysed (apart from caprylic and stearic acids) and an increase (9%) in the concentration of total FFAs (Sanchez et al., 2001). This trend is similar to that noted by Najera et al. (1994) for Idiazabal cheeses but disagrees with that reported by Thakur etal. (1975) and Lindsay et al. (1982) for Cheddar (who reported that increasing the salt level from 0.03 to 1.78, and from 1.25 to 1.5%, w/w, respectively, led to reductions in the levels of individual and/or total FFAs) and to that of Freitas and Malcata (1996) for Picante, a hard Portuguese cheese.
Effect of NaCI on C a s e i n H y d r a t i o n and the Physical P r o p e r t i e s of C h e e s e The extent of the hydration and aggregation of casein has a major impact on the formation and textural/functional characteristics of dairy products, including cheeses (see Fox and McSweeney, 2003). Indeed, the
manufacture of many protein-based products and ingredients, such as cheese, yoghurt and casein, is based on a limited destabilization and aggregation of the casein micelles. The extent of casein aggregation, or hydration, affects the microstructure and nature of attractions between protein molecules within the protein phase of dairy products containing protein. Consequently, it has a major influence on several aspects of product quality: rheology, texture and cooking characteristics of cheese (see 'Rheology and Texture of Cheese', Volume 1 and 'Pasta-Filata Cheeses' and 'Cheese as an Ingredient', Volume 2); texture and mouth-feel of yoghurt; and re-hydration characteristics of casein in food formulation (see Fox and McSweeney, 2003). Apart from Domiati, all cheeses are salted after rennet coagulation and curd formation, at a level ranging from ---2.0%, w/w, in Emmental to ---12%, w/w, in Feta. The practice of adding salt to the curd, rather than to the milk, has been deliberate as the early cheesemakers would have soon discovered that its addition prior to renneting severely impaired or prevented the coagulation of milk (Fig. 6) and curd syneresis (Cheeseman, 1962; Grufferty and Fox, 1985; Walstra etal., 1985; Pearse and Mackinlay, 1989; Abou-E1-Nour, 1998). The adverse effects of salt at the concentrations used in cheese on curd formation are probably a consequence of the solubilization of colloidal calcium phosphate as a result of a sodium-calcium interchange, and the positive effect of salt on casein hydration, which impairs casein aggregation. In Domiati cheese, where 5-15%, w/w, NaC1 is added to the milk (Abou-E1-Nour, 1998), the effects of NaC1 in curd formation are off-set by the use of water buffalo milk, which has a higher casein content than bovine milk (see Kosikowski and Mistry, 1997), or by the fortification of milk with skim milk powder, and/or the addition of CaC12 (M.M. Hewedi, personal communication). Owing to the importance of casein hydration on cheese quality, the effects of NaC1 on hydration are discussed below.
Effect of NaCI on casein hydration in model systems and in cheese The significance of casein hydration, as affected by NaC1, on the physical properties of cheese has been demonstrated using dilute model systems. Creamer (1985) studied the effect of NaC1 on casein hydration in rennet-treated skim milk at pH values in the range 4.6-6.6, by measuring the levels of moisture and protein in the para-casein pellet obtained on ultracentrifugation at 81 000 g for 2 h. The addition of 5%, w/w, NaC1 to the milk increased the levels of serum Ca and casein hydration at all pH values, with a maximum in the pH range 5.2-5.3 (Fig. 7). The increase in
Salt in Cheese: Physical, Chemical and Biological Aspects
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casein hydration with NaC1 may be attributed to the binding of Na + by the casein (G~I and Banky, 1971; Hardy and Steinberg, 1984) and the displacement of calcium or calcium phosphate from the para-casein by the Na +. In effect, the addition of NaC1 appears to create a sodium-calcium ion exchange effect with the para-casein, somewhat similar to that observed between emulsifying salts (sodium phosphates and sodium citrates) and the casein matrix during the manufacture of processed cheese products (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). Indeed, an inverse relationship between casein hydration and casein-bound calcium in model systems has been reported by many investigators. In these studies, casein hydration was measured directly or indirectly by determining the levels of water and protein in pellets obtained on ultracentrifugation of milk (Sood et al., 1979, 1980; Guillaume et al., 2002) or the uptake of water by casein(ate)s with different levels of added calcium on exposure to environments with different aw values in the range 0.58-0.95 (R~iegg and Moor, 1986). Interestingly, a study by Pastorino et al. (2003b) showed that the addition of calcium, at a level of 0-1.4%, w/w,
222
Salt in Cheese: Physical, Chemical and Biological Aspects
to Mozzarella cheese by high pressure injection of a 40% (w/w) CaC12 solution resulted in marked 'weeping' and water loss, a reduction in pH and a more aggregated para-casein matrix interspersed with large voids containing free water; the reduction in moisture was - 1 2 % , w/w, at 1.4%, w/w, Ca. These findings indicate that the addition of calcium increases caseincasein interactions and thereby reduces casein hydration. Conversely, the levels of moisture and non-expressible serum, which is an index of protein hydration, in Mozzarella cheese increase as the calcium content is reduced (Guinee et al., 2002). In Mozzarella cheese, the effect of salt on casein hydration has been measured by determining the level of expressible serum (ES), i.e., the serum released on centrifugation of the cheese at - 1 2 500 g at 25 ~ and the level of serum protein (Guo et al., 1997). The level of ES in brine-salted Mozzarella (49.5%, w/w, moisture; 1.4%, w/w, NaC1; 2.8%, w/w, salt-in-moisture) decreased from - 1 6 to 1 g/100 g cheese over the first 10 days of ripening, indicating an increase in the water-binding capacity of the protein (Guo et al., 1997); the level of water-soluble protein (WSP) in the serum increased f r o m - 5 to 10%, w/w, over the same time period. In contrast, the levels of ES and WSP for the unsalted cheese (0.13%, w/w, NaC1) changed from ---19 to 14 g/100 g, and from - 3 to 5%, w/w, respectively, during storage. However, the level of pH 4.6-soluble protein in the sera from both the salted and unsalted cheeses was similar, indicating that the differences in WSP were due to the solubilization of intact casein by the added NaC1 rather than to differences in proteolysis of the casein. Thus, electrophoretic analysis of the sera showed that the levels of intact Otsl-, Ors2-, 13- and paraK-casein in the ES of brine-salted Mozzarella were higher than those for the unsalted cheese at all times over a 10-day storage period. A similar trend was reported for fat-free Mozzarella for which the curd was dry-salted to different levels (0, 0.5 or 1.0%, w/w) prior to stretching in hot water containing 0, 5 or 10%, w/w, NaC1 (Paulson et al., 1998). At all times throughout the 24-day storage period, the level of ES in cheeses from curds stretched in hot water decreased as the level of dry-salting prior to stretching was increased to give a salt level of 0.14-0.68%, w/w (0.2-1.1%, w/w, S/M) in the cheese. No ES was obtained at any stage from cheeses made from curds stretched in hot solutions containing 5 or 10%, w/w, NaC1 and with salt levels of 0.85-2.18%, w/w (i.e., 1.4-3.5%, w/w, S/M). These results indicate a higher water-binding capacity of the protein matrix of cheeses as the S/M level increased to ->0.85%, w/w. Dry-salting of cheese (by mixing milled curd pieces and salt prior to moulding or further curd treatments)
offers several advantages over brine-salting, including savings in plant space (occupied by brine tanks) and labour, more uniform salt-in-moisture distribution (at least initially), less zonal variations in texture, melting properties and quality (see 'Effect of salt content on cooking properties' and 'Attainment of salt and moisture equilibria after salting'). Consequently, the effect of dry-salting Mozzarella cheese prior to plasticization in hot water as an alternative to brining the plasticized curd in cold brine has been investigated (Fernandez and Kosikowski, 1986; Paulson et al., 1998; Guinee et al., 2000). Plasticization of curd in hot salt solutions containing 5 or 10 (Paulson et al., 1998) or 18 (Piacquadio et al., 2001) %, w/w, NaC1 has also been investigated; this form of salting is similar to plasticizing dry-salted curd in hot-water. A combination of dry-salting (e.g., 1%, w/w) and plasticizing in hot dilute brine (e.g., 5%, w/w, NaC1) has also been examined (Paulson et al., 1998; Guinee et al., 2000). The use of dry salting at 4.6%, w/w, or a combination of dry salting (to 1%, w/w, NaC1) and plasticizing in hot dilute brine (i.e., 5%, w/w, NaC1) gave the desired S/M level (e.g., 2.3%, w/w) and a moisture content which was higher (by - 2 - 3 % , w/w) than that of conventionally brine-salted Mozzarella (Paulson et al., 1998; Guinee et al., 2000). The higher moisture content suggests a salting-in of the casein and a concomitant increase in the degree of para-casein hydration in the cheeses which were dry-salted or drysalted and platicized in hot dilute brine. In contrast to the above, Fernandez and Kosikowski (1986) reported that stretching in hot brine (10%, w/w, NaC1) resulted in a marked decrease in moisture content (3-4.5%, w/w) in low-moisture Mozzarella. The above findings for Mozzarella are consistent with those from the model systems described in this section which showed that a low concentration of NaC1 (---5-6%, w/w, S/M) enhances the solubilization of casein or para-casein (Hardy and Steinberg, 1984; Creamer, 1985). Such a trend is expected as the protein matrix of Mozzarella, and all rennet-curd cheeses, may be considered as highly concentrated hydrated para-casein. The influence of low salt concentrations on casein hydration in cheese is also apparent from: 9 the higher level of 5% salt-soluble N than watersoluble N in Cheddar and other cheese varieties, e.g., 93 and 26% total N for 6-month-old Cheddar (Reville and Fox, 1978); 9 the uptake of water by cheese in dilute brines, especially if calcium is absent (Geurts et al., 1972; Guinee and Fox, 1986a, 1993). On salting in brines of typical composition (e.g., 18-22%, w/w, NaC1 and 0.5%, w/w, CaC12), cheese looses water during brining, resulting in a net weight
Salt in Cheese: Physical, Chemical and Biological Aspects
loss, as discussed in 'Moisture level'. In contrast, salting in freshly prepared dilute brine (e.g., _<12%, w/w, NaC1) without added calcium has been found to increase the moisture content in the rind region of Gouda (Fig. 8) and in Romano cheese slices (Fig. 9; Guinee and Fox, 1986a). This phenomenon can lead to a defect known as soft-rind or rind rot (soft, slimy, sticky surface) in Gouda and other cheeses which are salted in freshly prepared brines without calcium (Geurts etal., 1972), unless casein hydration is reduced by adding CaC12 and reducing the pH to ---4.8-5.0. The problem rarely occurs in mature (stable composition and pH) well-used brine because of the accumulation of soluble calcium which migrates from the cheese with the moisture. Effect of NaCI on cheese microstructure
Owing to its effect on protein hydration, salt has a major influence on the microstructure of cheese. Scanning electron microscopy has shown that the protein matrix of salted non-fat Mozzarella (--~0.25 or 3.5%, w/w, S/M) or Muenster (---1.2, 3.6, or 6.7%, w/w, S/M) cheeses is more swollen, homogeneous and continuous, and has a higher specific surface area than their unsalted counterparts (Paulson et al., 1998; Pastorino et al., 2003a). Moreover, the unsalted cheeses had large
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223
open channels with free serum (whey pockets) distributed throughout the matrix, which acted as light scattering surfaces and gave the cheese an opaque white colour, compared to a translucent, waxy appearance in the salted cheeses in which such fissures were fewer and smaller. These observations suggest that salt increases casein hydration and are consistent with the positive relationships between the NaC1 content (at low levels, i.e., <--~6%, w/w, S/M) and casein hydration in dilute casein systems and in cheese (see 'Effect of casein hydration in model systems and in cheese'). Effect of NaCI on cheese rheology
The influence of NaC1 on cheese texture is most obvious on comparing salt-free cheeses with their salted counterparts; the former is generally weak, soft, pasty and/or adhesive depending on age. In contrast, high salt concentrations lead to shortness, crumbliness, dryness and hardness, as observed for curds held in brine for an excessively long time. The relationship between cheese rheology/texture and salt level is also evident on visual examination of brine-salted cheese on completion of salting; the outside rind region is hard, brittle, dry and white while the inside is more pliable, waxy, softer and more translucent. The influence of NaC1 on cheese texture is probably due to its effects on composition (moisture content, MNFS), para-casein hydration/solubility and conformation, agerelated effects on pH (see Table 2; Furtado et al., 1982) and proteolysis. The effects of salt are discussed in more detail below. Numerous investigators have studied the effects of salt concentration, or salt-in-moisture (S/M), on rheological properties such as firmness (O'max, e.g., force required to attain a given compression, or to push a probe to a given depth into cheese), fracture stress (o-f), fracture strain (~f) and/or sensory hardness. These studies have shown that increases in S/M within the range 0.4-12%, w/w, result in increased firmness, O'max, Of, and sensory hardness for Camembert (Pagana and Hardy, 1986; Lesage et al., 1992), Cheddar ( - 0 . 2 - 6 % , w/w, S/M; Thakur et al., 1975; Schroeder et al., 1988), reduced-fat Cheddar (2.7-4.5%, w/w, S/M; Mistry and Kasperson, 1998), Feta (6.7-10.5%, w/w, S/M; Prasad and Alvarez, 1999; 2.0-5.5%, w/w, S/M; Pappas et al., 1996), Gaziantep cheese (Kaya, 2002), Mozzarella (0.5 and 5.14%, w/w, S/M; Cervantes et al., 1983), Muenster (0.3-7.45%, S/M; Pastorino et al., 2003a), and low pH model cheese made from ultrafiltered skim milk retentate (2.0 and 4.7%, w/w, S/M; Euston et al., 2002). The increase in O'max and err may be attributed in part to the concomitant changes in composition, e.g., reduction
224
Salt in Cheese: Physical, Chemical and Biological Aspects
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Moisture loss (open symbols) and salt uptake (closed symbols) by Romano-type cheese slices (0.5 cm thick; 7 cm diameter) brine-salted in 6.5 (~,I)), 10.7 ( V , , ) , 14.8 (A,A), 18.9 (r-I,B) or 24.9 (9 %, w/w, NaCI solution (without calcium) at 20 ~ as a function of time in the brine (redrawn from Guinee and Fox, 1986a).
in moisture level and increase in protein, and the effects of salt on proteolysis (see 'Cheese as an Ingredient', Volume 2). The effect of salt on composition is very evident in brine-salted cheeses, in which there is generally an increasing moisture gradient from the surface to the centre, and a salt gradient in the opposite direction (see 'Salt Absorption and Diffusion into Cheese') at the end of salting. However, even in cheeses where the other compositional parameters were relatively constant (Visser, 1991; Euston et al., 2002), salt had a major effect on cheese rheology. This suggests that in addition to its indirect effects on rheology via its influence on gross composition, salt also exerts more direct effects on rheology, e.g., by promoting changes in the degree of casein hydration and aggregation which alters the ratio of viscous to elastic character in the cheese. Thus, Euston et al. (2002) noted an effect of the interaction between salt level and pH on the rheology of model cheeses with similar gross composition. Pagana and Hardy (1986) reported an inverse linear relationship between the brittleness of Camembert cheese, as measured by fracture strain, and S/M level in the range ---3-21%, w/w. Visser (1991) noted that the fracture strain of model Gouda cheeses increased monotonically with S/M in the range 0 to "-~4.5%, w/w, then decreased sharply to a value which was about half the maximum at 5.5%, w/w, S/M and remained relatively constant thereafter as the S/M was increased to 11.3%, w/w. Similar to o'[ and Crmax, the effect of salt on e[ is probably also attributable to a salting-in effect with a concomitant increase in para-casein hydration as S/M increases to --~5%, w/w, and a salting-out effect with a
concomitant loss in casein hydration at higher S/M levels (Geurts et al., 1972; Guinee and Fox, 1986a; 'Cheese as an Ingredient', Volume 2). An increase in casein hydration would impart a more viscous (and less elastic) character to the cheese and a transition from elastic fracture behaviour to plastic fracture behaviour, which would necessitate a higher strain for fracture (see 'Rheology and Texture of Cheese', Volume 1). Conversely, a lower degree of casein hydration at the higher S/M (>5%, w/w) would favour a more elastic casein matrix and an elastic fracture behaviour, i.e., a shorter, firmer, more brittle cheese. Effect of salt content on cooking properties
The development of acceptable cooking characteristics in cheese, such as Mozzarella and Cheddar, generally requires an ageing period (see 'Pasta-Filata Cheeses' and 'Cheese as an Ingredient', Volume 2), the duration of which depends, inter alia, on the cheese type, manufacturing conditions, ripening conditions and the specifications set by the customer. Age-related biochemical and microstructural changes which contribute to the development of the desired cooking characteristics include: increases in proteolysis, casein hydration and non-globular fat; a concomitant swelling of the protein matrix; and decreases in the levels of aggregation and continuity of the para-casein matrix. The increase in casein hydration leads to an enhanced water-binding capacity of the protein matrix, improved moisture retention during cooking, easier displacement of neighbouring planes of the protein matrix in the heated cheese mass, and improved (higher)
Salt in Cheese: Physical, Chemical and Biological Aspects flowability and stretchability of the heated cheese. Moreover, the heated aged cheese is generally more moist and less prone to blistering and charring than fresh cheese. Salt level has a marked influence on the cooking properties of low-moisture part-skim Mozzarella (Apostolopoulos et al., 1994) and non-fat Mozzarella cheese (Paulson et al., 1998), a trend expected because of its influence on casein hydration, as discussed in 'Effect of NaC1 on casein hydration in model systems and in cheese'. In these studies, salt level was varied by brining in salt solutions of different concentration, or by dry salting at 0.0, 0.5 or 1.0%, w/w, NaC1 prior to stretching the curd in hot water containing 0, 5 or 10%, w/w, NaC1 (Paulson et al., 1998). The flowability of melted cheeses increased fairly linearly with salt level in the range 0.1-0.5%, w/w (S/M ~ 0.2-1.2%, w/w) and changed only slightly as the salt level was further increased to -2.2%, w/w (S/M ~ 0.2 to 3.3%, w/w). The increase in flowability coincided with an increase in free oil and water-binding capacity of the para-casein matrix, as reflected by a decrease in the level of ES. Moreover, the protein matrix of the salted cheese was more swollen and uniform than that of unsalted cheese which had fissures thought to be pockets of free unbound water (Paulson et al., 1998). Thus, Kindstedt and co-workers (Kindstedt, 1990, 1995; Kindstedt et al., 1992) found that zonal variations in salt level, which occur in brine-salted Mozzarella, lead to variations in cooking properties at different locations in the cheese throughout a 16-day ageing period. Melted cheese from the high-salt (-3.04%, w/w, at day 2, and 1.7%, wlw, at day 16) surface region had a higher apparent viscosity and a low level of free oil, and was tough and chewy. In contrast, cheese from the low-salt interior (-0.38%, w/w, at day 2, and 0.9%, w/w, at day 16) had a markedly lower apparent viscosity and was smooth, soft, fluid and gelatinous. After 16 days, the melted interior sample had become excessively soft while the exterior sample still remained unacceptably tough and chewy. The above trends suggest a salting-in effect of the para-casein matrix with a concomitant increase in hydration at low S/M levels (e.g., < 1.5%, w/w) and a salting-out effect and decrease in paracasein hydration at the high salt levels (especially at >6.3%, w/w, S/M). Consequently, Kindstedt and Guo (1997) concluded that, in addition to proteolysis, the increase in casein hydration, at 3-4%, w/w, S/M is a major factor contributing to the development of the desirable cooking properties in low-moisture part-skim Mozzarella during storage. In contrast to the above studies, Pastorino et al. (2003a) reported no effect of salt in the range 0.14-2.8%, w/w (0.34-7.4%, w/w, S/M) on the degrees of melt and flowability of 40-day-old
225
Muenster cheese in which salt level was varied by the number of injections of brine.
Reduced Sodium Cheese While the physiological requirement of Na as a dietary constituent is universally accepted, there is growing concern that an excess ( > - 2 . 4 g/day for healthy adults) induces physiological defects, including hypertension (see Beard et al., 1997; Beilin, 1999; Kaplan, 2000). Such concern has led to a recommendation for a reduced dietary intake of Na, classification of foods (high, medium, low) according to sodium level, declaration of sodium level on the food labels and an increased demand for reduced-sodium foods, including cheese (see Demott, 1985; Petik, 1987; Schroeder etal., 1988; Morris and Dillon, 1992; Narhinen etal., 1998). In addition to its preservative effect, salt in cheese exerts a major influence on cheese composition, microflora, ripening rate, texture, flavour and quality (see 'Control of Microbial Growth', 'Influence of NaC1 on Enzyme Activity in Cheese', 'Influence of NaC1 on the Water Activity (aw) of Cheese', 'Overall Influence of NaC1 on Cheese Ripening and Quality' and 'Effect of Salt on Cheese Composition'). The sodium level (%, w/w) in cheese ranges from - 0 . 2 6 , 0.62 and 2.6, respectively, for Swiss, Cheddar and Domiati (United States Department of Agriculture, 1976; Volume 2 Kindstedt and Kosikowski, 1988). Approaches to reduce the Na level in cheese include: 9 reducing the level of added salt per se (Kosikowski, 1983; Wyatt, 1983; Lindsay et al., 1985); 9 partial or complete substitution of NaC1 by other salts such as KC1, MgCI2 or CaC12 (Fitzgerald and Buckley, 1985; Demott etal., 1986; Lefier etal., 1987; Anonymous, 1993; Iwanczak etal., 1996; Katsiari et al., 1997; Salem and Abeid, 1997; Abou-E1Nour, 1998); 9 a reduced salt level in combination with flavourenhancing substances such as autolysed yeast extract (Karahadian and Lindsay, 1984; Demott et al., 1986); 9 the use of ultrafiltration and reverse osmosis retentate supplemented milks to alter the mineral level in the cheese (Kosikowski, 1983, 1985; Kindstedt and Kosikowski, 1984b; Lindsay et al., 1985); 9 alterations of cheesemaking procedure, e.g., washing curd at a low temperature ( - 2 0 ~ to remove lactose) and heating moulded curd to a core temperature curd of 85 ~ (Drews, 1991); or high intensity centrifugation of milk and re-incorporation of the bacteria-rich portion after sterilization followed by normal cheese manufacture apart from a shorter brining time (Wessanen, 1983).
226
Salt in Cheese: Physical, Chemical and Biological Aspects
Attempts to produce low-sodium processed cheese products include the partial substitution of sodium phosphates with the corresponding potassium phosphates, the use of flavour enhancers (e.g., monosodium glutamate, glucono-delta-lactone, enzyme-modified cheese and cheese pastes) (Karahadian and Lindsay, 1984) and the use of selected cheese blends and dairy ingredients in the production of emulsifying salt-free processed cheese foods and spreads. Cheddar cheese
Schroeder et al. (1988) showed that it was possible to reduce the salt content of Cheddar to 1.12%, w/w, without ill-effects on quality; cheese with 0.73%, w/w, NaC1 was also acceptable. Fitzgerald and Buckley (1985) studied the influence of KC1, MgC12, CaC12 and 1:1 mixtures of these salts with NaC1 on the quality of Cheddar cheese salted to give an ionic strength similar to the control (i.e., 1.44%, w/w, NaC1 in the cheese) ripened at 4 ~ over a 4-month period. The use of KC1, MgC12 or CaC12 alone resulted in oversoft cheeses with very bitter and unacceptable flavours. These defects may be attributed to the higher moisture level and greater proteolysis and lipolysis in the case of MgC12 and CaC12 but not in the case of KC1, where the moisture and water-soluble N levels were similar to, or slightly higher than, respectively, the controls. Similarly, the cheeses with salt mixtures generally had higher levels of proteolysis and lipolysis than the control but the blends had little effect on the hardness or firmness, except in the case of the NaC1/MgC12 blend which gave softer cheese than the control. Both flavour and texture scores for the CaC12/NaC1- and MgC12/NaCl-salted cheeses were significantly lower than the controls. A KC1/NaC1 (1:1) mixture gave cheese at 16 weeks which was not significantly different from the control in terms of proteolysis, texture flavour and acceptability. Similar results with NaC1/KC1 (1:1) mixtures were observed for Cheddar (Lindsay etal., 1982), and Camembert, Gouda and Camping type cheeses (Iwanczak et al., 1996). Moreover, both of these studies reported that reduction of salt (i.e., NaC1 or 1:1 NaCI/KC1 mixtures) by ---30% in these cheeses resulted in no major differences in flavour, texture or acceptability scores (Lindsay et al., 1982) or improved them (Iwanczak et al., 1996). In Cheddar cheese (~34%, w/w, moisture) salted with NaCI/KC1 mixtures, free fatty acid levels were higher and grading scores were somewhat lower due to a slight bitterness (Lindsay et al., 1982). Reddy and Marth (1995) studied the starter and NSLAB populations in Cheddar cheeses made with different starters and salted at a level of
1.5-1.75%, w/w, with NaC1, KC1 or mixtures of NaC1/KC1 (2:1, 1:1, 1:2 and 3:4). For a given starter system, the type of salt did not effect the predominant bacterial species in the cheese. Kosikowski (1983, 1985) found that in Cheddar cheeses with a reduced level of NaC1 (i.e., 1.05%; ---3.0%, w/w, S/M), increasing the protein content of the milk, from ---3.36 to 6.26%, w/w, prior to renneting, by supplementing the cheese milk with increasing amounts of ultrafiltered milk (4.5:1 retentate), was paralleled by a decrease in moisture and increases in the Ca (from ~590 to 730 mg/100 g) and P (from "-470 to 556 mg/100 g) levels and in the scores for flavour, body and texture during ripening at 10 ~ over 4 months. Grading scores for flavour and texture increased to an optimum at a milk protein concentration of 4.97-6.26% in the supplemented milks; at the lower milk protein level, the cheeses become progressively more acidic, bitter, pasty and devoid of cheese flavour. The enhancing effect of increased milk protein level on grading score was attributed to the increased buffering capacity which prevented a rapid decline in pH (in the absence of a normal salt level) during moulding and pressing and hence excessive loss of calcium and phosphorus which influence cheese structure and rate of proteolysis (Kosikowski, 1983; Kindstedt and Kosikowski, 1984a,b, 1986). However, the results of Kosikowski (1983) could not be confirmed under practically identical conditions by Lindsay et al. (1985). Contrary to the results of Kosikowski (1983), the latter group found that: the calcium level in low-sodium (1%, w/w, NaC1) Cheddar made from control milk was not significantly lower than that made from milk supplemented with retentate; the grading scores of cheeses made from supplemented milk were of the same magnitude as, or slightly lower than, those of the control 'nonsupplemented' low-salt Cheddar. Moreover, the former cheeses were generally softer and had a less intense cheese flavour. The inclusion of reverse osmosis (RO) retentate in UF retentate-supplemented milk gave low-salt Cheddar (1%, w/w NaC1) with grading scores similar to the control (Lindsay et al., 1985); such cheeses had a unique sharpness which could be used to enhance the flavour of other cheese products, such as processed cheese. Undoubtedly, the quality of commercial reducedsodium cheese depends on many factors, including pitching pH, the type and amount of residual coagulant in the cheese, types and counts of starter and non-starter bacteria, composition and ripening temperature. Ranges of compositional parameters for
Salt in Cheese: Physical, Chemical and Biological Aspects
good quality (New Zealand) Cheddar as proposed by Lelievre and Gilles (1982) are: 4.0-6.0%, w/w, S/M; 50-57%, w/w, FDM; 50-56%, w/w, MNFS and pH 5.0-5.4; outside these ranges quality deteriorates sharply. With the modern continuous production methods for Cheddar, in combination with rapid cooling of blocks, it may be possible (though somewhat more expensive) to produce consistently highquality Cheddar by reducing the MNFS, keeping the pH close to 5.1, avoiding the use of bitter starters and microbial rennets, and ripening at a low temperature (i.e., <5 ~ Cottage cheese
Because of its relatively large serving size ( - 1 1 2 g compared to - 6 6 g for other cheeses), Cottage cheese has been viewed as a potentially high source of dietary sodium (Marsh e t a l . , 1980). Hence, much interest has focused on various ways of reducing the salt level of Cottage cheese. Wyatt (1983) evaluated preference scores for Cottage cheeses in which the NaC1 content was reduced stepwise from 1%, w/w, (control commercial cheese) to 0.25%, w/w, NaC1. It was concluded that a 35% reduction in salt did not influence consumer response to the cheese compared to the control; however, reduction by 50% or greater resulted in significantly lower scores. Demott et al. (1986) also evaluated consumer reactions to lowsodium Cottage cheese salted with various mixtures of KC1 and NaC1 and found that the sodium level could be reduced by 50% (by adding 1.26%, w/w, of an NaC1/KC1 mixture instead of 1.26%, w/w, NaC1) without affecting grading scores. Reducing the sodium level by more than 50% resulted in a significant reduction in score (Demott et al., 1984, 1986). Lindsay et al. (1985) also found that a 50% reduction caused no significant changes in consumer acceptability. However, the use of substitutes, i.e., KC1 or KC1/NaC1, to reduce the level of sodium by 50% gave a significant reduction in quality. Other cheeses
Martens et al. (1976) reported the successful manufacture of low-sodium Gouda cheese using mixtures of NaC1 and KC1 in curd manufacture and brining. While the Na and K levels (mg %) in the control cheese were ---830-650 and 120, those of the reduced-sodium cheese were 200 and ->200, respectively. However, reduction of salt in dry matter (SDM) in Gouda cheese by - 2 0 % is claimed to increase significantly the susceptibility to butyric acid fermentation (van den Berg et al., 1986). To prevent such undesirable fermentation in cheeses at salt levels <3.8%, w/w, SDM requires
227
process modifications such as bactofugation of the milk and reduction of the cheese moisture level. Lefier et al. (1987) reported the production of low-sodium Gruyere (--45 mg Na/100 g compared to 272 mg/100 g in the control) by replacing NaC1 by MgC12. While the degree of proteolysis and the concentrations of free fatty acids were similar in both cheeses, the cheese containing MgC12 had a more bitter taste and a softer body than the control, but was organoleptically acceptable. Partial replacement (50%) of NaC1 in brines with CaC12, MgC12, KC1, or a mixture of CaC12, MgC12 and KC1 did not significantly affect the level of proteolysis, as measured by pH 4.6-soluble N (percentage total N) and NPN in Turkish White cheese (G(iven and Karaca, 2001). However, the pH 4.6soluble N (percentage total N) was numerically highest for the cheeses salted in the NaC1 brine and lowest in those salted in NaCI:CaC12 + KC1 + MgC12 brines during most of the ripening period. Katsiari et al. (1997) reported that the sodium content of Feta cheeses was successfully reduced by 50%, by partial replacement of NaC1 with KC1, without affecting gross composition, water activity, lipolysis (Katsiari et al., 2000b), proteolyis (Katsiari et al., 2000a), or sensory or textural properties. Similarly, a 50% reduction in the sodium content of Kefalograviera cheese, by substituting KC1 for NaC1, had no effect on lipolysis or proteolysis (Katsiari et al., 2001a,b). Processed cheese products contain a relatively high level of Na (1.0-1.5%, w/w; USDA, 1976) because of the inclusion of sodium phosphate emulsifying salts in their formulation. Karahadian and Lindsay (1984) produced acceptable low-sodium processed cheese (75% reduction, 0.34%, w/w, Na in product) by using reduced-sodium Cheddar cheese and/or various combinations of potassium-based emulsifying salts (citrates, phosphates). A similar process for reducedsodium processed cheese, based on the selective use of sodium-, potassium- and calcium-based phosphates, was patented by Henson (1999). The most efficient means for reducing Na in processed cheese products is by eliminating the emulsifying salts, i.e., as in emulsifying salt-free processed cheese foods and spreads which have been commercially available since 1988. The production of such products requires careful blending of cheeses (i.e., high and low calcium cheeses, cheeses with varying pH and degree of proteolysis) and alteration of processing conditions so as to obtain a stable emulsion (McAuliffe and O'Mullane, 1989; Guinee, 1991). In the latter products, lack of saltiness is easily overcome by adding ingredients such as monosodium glutamate, autolysed yeast extract, 'high-cured cheese', cheese powders, enzyme-modified cheese, cheese pastes and/or acidulants.
228
Salt in Cheese: Physical, Chemical and Biological Aspects
Brine-salted cheese
concluded that the penetration of salt into cheese and the concomitant outward migration of water could be described as an impeded diffusion process, i.e., NaC1 and H20 molecules move in response to their respective concentration gradients but their diffusion rates are much lower than those in pure solution (Georgakis, 1973; Resmini et al., 1974) due to a variety of impeding factors. The diffusion coefficient (D) for NaC1 in cheese moisture is typically ---0.2 cm2/d, though it varies from - 0 . 1 to 0.45 cm2/d with cheese composition and brining conditions (Geurts etal., 1974b; Guinee and Fox, 1983a; Guinee, 1985; Turhan and Kaletung, 1992; Turhan and Gunasekaran, 1999; Simal et al., 2001), compared to 1.0 cm2/d for NaC1 in pure H20 at 12.5 ~ Geurts et al. (1974b) used the term 'pseudo-diffusion coefficient' in relation to the movement of NaC1 in cheese moisture since the value of the observed coefficient depended on the net effect of many interfering factors on true diffusion. The discrepancies between the true- and pseudo-diffusion coefficients, i.e., D and D*, respectively, were explained by a simplified model of cheese structure consisting of moisture and discrete spherical fat globules dispersed in a protein matrix comprised of discrete spherical protein particles and 15% (w/v) bound water. Based on theoretical considerations, the impedance of various compositional and structural features intrinsic to the model structure was formulated and their effects on D quantified. The principal factors responsible for impedance of NaC1 diffusion in cheese, as postulated by Geurts et al. (1974b), are:
When cheese is placed in brine there is a net movement of NaC1 molecules, as Na + and CI-, from the brine into the cheese as a consequence of the osmotic pressure difference between the cheese moisture and the brine. Consequently, the water in the cheese diffuses out through the cheese matrix so as to restore osmotic pressure equilibrium. Gels, including cheese, consist of a three-dimensional network of strands of fused para-casein micelles in clusters, which gives the mass its structure and a certain degree of rigidity and elasticity; the properties of the inter-penetrating fluid are generally not appreciably different from those of corresponding solutions. It would appear, therefore, that NaC1 molecules diffusing in cheese moisture, while having a longer distance to travel than in solution (diffusing ions must travel a circuitous route to by-pass obstructing protein strands and fat globules through which they cannot penetrate), would not be appreciably affected otherwise. However, based on the mobilities of NaC1 and H20 in Gouda-type cheeses brine-salted under model conditions to obey Fick's law for unidimensional brine flow, Geurts et al. (1974b)
1. The larger outward migration of water, compared to inward flux of NaC1, during brining. The pores (estimated to be ---2.5 nm wide) of the protein matrix exert a sieving effect on both the inwarddiffusing NaC1 molecules and outward-moving H20 molecules but the effect is more pronounced on the former because of their greater effective diffusion radius, which is approximately twice that of the H20 molecules. Hence, during brining, the H20 flux is approximately twice the NaC1 flux. The net outflow of H20 during brining causes the plane of zero mass transfer (a plane where the average flux of all diffusing species is zero) to recede from the cheese/brine interface into the brine and hence reduces the apparent rate of NaC1 diffusion due to the additional path length through which the NaC1 molecules must migrate. The interference, which is most pronounced when moisture loss is high, e.g., when using concentrated brines or high brining temperature, was estimated to reduce the diffusion coefficient by 20%; hence D* ~0.8D.
Salt A b s o r p t i o n and D i f f u s i o n into C h e e s e Methods of salting There are three principal methods of salting cheese curd: 9 direct addition and mixing of dry salt crystals to broken or milled curd pieces at the end of manufacture, e.g., Cheddar and Cottage; 9 rubbing of dry salt or a salt slurry to the surface of the moulded curds, e.g., blue-veined cheeses; 9 immersion of moulded cheese in a brine solution, e.g., Edam, Gouda, Saint Paulin, Provolone, etc. Sometimes, a combination of the above methods is used, e.g., Emmental, Parmesan, Romano and Brick. Other methods which have been used less frequently, mainly in experimental studies, include: brine injection under pressure, e.g., 17 MPa (Lee et al., 1978; Pastorino et al., 2003a); high pressure brining, e.g., at isostatic pressures up to 500 MPa (Messens et al., 1999), acoustic brining in an experimental scale (28 1) brine vat with an acoustic system generating high intensity (300 W) ultrasonic (30 kHz) waves (Sanchez et al., 2000); vacuum impregnation brining at a vacuum of 3.7 kPa, absolute (Pavia et al., 1999). In high pressure brining, cheese portions were placed in high-density polythene containers, which were filled with brine, closed, placed in an isostatic press and pressurized.
Mechanism of salt absorption and diffusion in cheese
Salt in Cheese: Physical, Chemical and Biological Aspects
2. The high relative viscosity of the aqueous phase of cheese. The viscosity of cheese moisture (juice) is about 1.27 times that of pure water at 12.5 ~ due to the presence of dissolved materials, e.g., acids, salts and nitrogenous compounds. When the NaC1 molecules enter the cheese, they encounter collisions/obstructions with the dissolved substances, an occurrence which retards movement. Moreover, the charge fields of these substances also affect the movement of the diffusing ions. Both of these factors reduce NaC1 mobility and contribute to the reduction of the pseudo-diffusion coefficient by a factor of l/r/rel. 3. Obstructions of fat globules and globular protein particles. On proceeding from one parallel plane to another within the cheese, the diffusing molecules must travel by a circuitous route to bypass obstructing particles. Hence, the real distance travelled by diffusing molecule proceeding from the rind (cheese-brine interface) to a point x cm inside the rind is hx cm rather than x cm (apparent distance), where h is the tortuosity factor. The ratio of the real to the apparent distance travelled is a measure of the obstructions caused by fat globules (hf) and protein particles (Ap). These reduce the diffusion coefficient by a factor of 1/(kfkp). Theoretically, hf can vary from rr/2 for a close-pack arrangement to 1 for a very low-fat system, e.g., skim milk cheese. Typical values of hf and hp are 1.32 and 1.35, respectively, for a Gouda cheese containing 29% fat and 43% moisture (Geurts et al., 1974b). However, the values of hf and hp in experimental Gouda cheese vary markedly with composition (Tables 5 and 6). 4. The mechanical sieving effect of the pores of the protein matrix on migrating ions. The relatively narrow pore width of the protein matrix exerts a frictional effect on the diffusing NaC1 and H20, analogous to the restriction of movement of a sphere through a pipe with a diameter which varies somewhat and which at its smallest is comparable to that the sphere. In cheese, the pore width, estimated to be typically --~2.5 nm, is not much larger than the combined diameters of the Na + and CI-, estimated to be ---0.6 nm (see Geurts et al., 1974b); moreover, consideration of cheese microstructure suggests that pores are not uniform in diameter or in orientation (aspect). The sieving effect (S) reduces the relative diffusion rates of the diffusing NaC1 and water from 1 in pure solution to ---0.5 and 0.75, respectively, in cheese moisture. As the effective pore restriction on the diffusion of NaC1 in cheese moisture is determined by its effect on the larger molecule, i.e., NaC1, the pseudodiffusion coefficient was estimated to be reduced by a factor of S = 0.5.
229
5. Frictional effects of protein-bound water. Water binding in cheese (0.1-0.15 g H20/g para-casein; Geurts et al., 1974a) accounts for 10-15% of the total cheese moisture. The bound water increases the effective diameter of protein particles of which the matrix is composed, and, thereby, reduces the relative pore width of the protein matrix. This in turn increases the sieving effect on the migrating ions, as discussed in 4, and the tortuosity factor (Ap) as discussed in 3. Beginning from a simplified model of cheese structure and considering the relative effects of the interfering factors discussed, Geurts et al. (1974b) postulated a theoretical 'pseudo-diffusion' coefficient,
D -Jr z
0.8 X DS hrApl?rel
While the model cheese structure adopted by Geurts etal. (1974b) is simplified in view of the results of electronmicroscopic examinations of cheese structure (Kimber et al., 1974; de Jong, 1978; Kalab, 1995; Guinee etal., 1998; Auty etal., 2001), the calculated impedance derived from it was sufficient to explain the very low diffusion coefficient of NaC1 in cheese moisture and the variations of D* with variations in cheese composition and brining conditions. A number of later studies (Minarik, 1985; Luna and Bressan, 1986, 1987; Luna and Chavez, 1992; Payne and Morison, i999) on the modelling of salt and water diffusion in semi-hard cheeses have verified the low diffusivity of salt in cheese moisture. Using developed prediction models, these studies found a close correlation between the experimental data from earlier studies (Geurts et al., 1974b; Guinee and Fox, i983a) and predicted salt and moisture levels in the cheese. Direct mixing of salt with milled curd
When dry salt is distributed over the surface of milled curd or curd granules, some NaC1 dissolves in the surface moisture and diffuses slowly inwards a short distance (Breene et al., 1965; Sutherland, 1974). This causes a counterflow of whey from the curd to the surface which dissolves the remaining salt crystals and, in effect, creates a supersaturated brine solution around each particle, provided mixing of curd and salt is adequate. However, because of the relatively large surface area to volume ratio of the curd as a whole, salt uptake occurs from many surfaces simultaneously and less time is required for uptake of an adequate amount of salt in dry-salting milled curd (10-20 min) than in brining whole cheeses (0.5-5 days depending on the
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232
Salt in Cheese: Physical, Chemical and Biological Aspects
dimensions). Some of the 'brine' on the surface of curd particles drains away through the curd mass while more is physically expelled from the curd particles during pressing and is lost in the 'press whey'. As the salt/surface area ratio is usually low, and the period of contact of the curd surface with the concentrated brine layer is relatively short (i.e. 20 min mellowing period), little localized surface protein contraction occurs compared to that in dry-salted, moulded curds (Sutherland, 1974).
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Dry surface-salting of moulded pressed cheese curd A block of curd can be regarded as a very large particle and solution of dry salt in the surface moisture layer is a pre-requisite for salt absorption in this method also. The counter flow of moisture from the cheese creates a supersaturated brine layer on the cheese surface and salt uptake then occurs by an impeded diffusion process. Because the surface is in contact with a concentrated brine for a long time (several days), there is considerable contraction of the curd surface (salting out of protein) and this probably leads to relatively high moisture losses from the surface region and hence a reduction in the inward mobility of NaC1 which accounts for the lower rate of salt uptake in this method than in brining (Godinho and Fox, 1981b; Melilli et al., 2003). Factors influencing salt absorption by cheese
The only pre-requisite for salt absorption by cheese is the existence of a salt-in-moisture gradient between the cheese and the salting medium. However, the quantity of salt absorbed depends on the intrinsic properties of the cheese, the conditions of salting and the duration of salting. As the different procedures of salting all involve salt absorption via an impeded diffusion process, the general factors affecting salt uptake by cheese apply equally to granules or milled curd pieces on mixing with dry salt and to moulded cheeses which are brined and/or dry salted. Certain peculiarities of the salting of milled curd pieces, as in Cheddar, which affect salt absorption will be discussed separately. Brine concentration and concentration gradient It is generally accepted that an increase in brine concentration results in greater salt absorption and an increased salt-in-moisture level in the cheese (Figs 8, 9); Breene et al., 1965; Geurts et al., 1980; Godinho and Fox, 1981b; Guinee and Fox, 1986a; Apostolopoulos et al., 1994; Pappas et al., 1996; Kaya et al., 1999). While the rate of NaC1 diffusion is scarcely affected by brine concentration in the range 5-20% (Guinee, 1985; Geurts et al., 1974b; Fig. 10), the rate of uptake increases at a diminishing rate with increasing brine
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Brine concentration, %, w/w, NaCI Figure 10 The effect of brine concentration on the diffusion coefficient, D*, of salt in the moisture phase of experimental Gouda cheese (43.6%, w/w, moisture; 49.1%, w/w, fat-in-dry matter) salted for 4 days at 20 ~ (redrawn from Guinee, 1985).
concentration in the range 5-25%, w/w (Fig. 11; Breene et al., 1965; Sutherland, 1974; Guinee, 1985; Guinee and Fox, 1986a; Chamba, 1988; Kaya et al., 1999; Prasad and Alvarez, 1999; Melilli et al., 2003). This is due to the reduction in the concentration gradient of S/M between the cheese moisture and the brine. Hence, in model brining experiments, in which cheese slices of different thickness were completely submerged in brine, there was a sharp decrease in the rate of salt absorption (per unit weight) as the difference between the NaC1 concentration in the cheese moisture and the brine decreased, especially when the
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Figure 11
Salt level in Romano-type cheese slices (0.5 cm thick; 7 cm diameter) as a function of brine concentration after salting for 50 (A), 100 (9 or 200 (O) min in 20%, w/w, NaCI brine containing 0.5%, w/w, Ca (redrawn from Guinee, 1985).
Salt in Cheese: Physical, Chemical and Biological Aspects
initial difference was large (Fig. 12; Guinee and Fox, 1986a). A somewhat similar situation applies to drysalted cheese: the increase in salt-in-moisture level in Cheddar curd is not proportional to the increase in the level of dry salt added to the milled curd (O'Connor, 1974; Gilles, 1976). This is attributed to increased salt losses with increased salting level, which reflects the decreasing effect of the driving force (concentration gradient) in raising the quantity of salt absorbed as the salt-in-moisture level in the cheese approaches that of the brine. While increasing the NaC1 concentration in the brine from --~19%, w/w, to 25% or 31%, w/w, at 20 ~ results in an increase in the level of salt absorbed by brine-salted Gouda cheeses (Geurts et al., 1980; Guinee, 1985), Romano cheese slices (Guinee and Fox, 1986a), brine-salted Cheddar cheese cubes (Breene et al., 1965), the diffusion coefficient, D*, and hence, the depth of penetration of salt into the cheese, decreases sharply (Fig. 10). In contrast, Melilli et al. (2003) reported a markedly lower mean salt content ('--35%) in Ragusano cheese, at day 8, on raising the NaC1 concentration in the brine from 18 to 30%, w/w. The discrepancy between the results of Melilli et al. (2003) and previous studies (Breene et al., 1965; Geurts et al., 1980; Guinee, 1985; Guinee and Fox, 1986a) may be related to differences in the lactate content of the cheese, which is likely to be lower in Ragusano than in Gouda, Cheddar or Romano, because of the loss of lactate during plasticization of the Ragusano curd in hot water at a curd-
,-
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A NaCI level (%, w/w) between cheese moisture and brine
Figure 12 Influence of NaCI concentration gradient between the cheese moisture and the brine on salt uptake by Romanotype cheese slices (0.5 cm thick; 7 cm diameter) salted in 20%, w/w, NaCI brine containing 0.5%, w/w, Ca (redrawn from Guinee and Fox, 1986a).
233
to-water ratio of "-~1:3. Owing to the higher concentration of lactate in the moisture phase of cheeses than in the brine, an outward migration of lactate form the cheese to the brine and a counter-flow of water from the brine to cheese would be expected in all cheeses during brine-salting. We are not aware of studies on this but the data of Pavia et al. (1999) show lower concentrations of lactate in the surface than in the centre of Manchego cheese. The quantity of lactate lost and water gained as a result of this mutual lactate-water diffusion process depends on the lactate concentration in the cheese moisture prior to salting, with a higher lactate concentration leading to a higher water uptake by the cheese. Hence, all other factors being equal, a low level of lactate-in-moisture before brine-salting is expected to result in a greater net loss of water from the cheese that occurs as a result of the mutual saltwater diffusion process during brining. Consequently, salting of Ragusano cheese, for which the lactate level is expected to be lower than that of Gouda and other non-plasticized cheeses, in high-NaC1 brine (e.g., 2 5 - 3 0 % , w/w) probably leads to a relatively large water loss, especially from the surface layer of the cheese. A high level of dehydration in the surface layer would impede salt absorption because of the concomitant increases in protein content and the consequent reduction in pore width of the protein matrix (see 'Moisture content of cheese'). Method of brine-salting High pressure (HP) treatment of cheese during brining at 100-500 MPa, at 20 ~ for 15-30 min, did not significantly affect salt uptake in Gouda cheese but in some cases reduced moisture loss (Messens et al., 1999). Similarly, vacuum impregnation brining at 3.7 kPa, absolute, did not effect the mean S/M level in Manchego-type cheese (Pavia et al., 1999). However, in contrast to observations with HP-brining (Messens et al., 1999), vacuum impregnation brining gave a more uniform S/M distribution immediately after brining than conventional brine-salting. The quantity of salt taken up by Mozzarella on brine injection under pressure was directly proportional to the number of injections for salt levels of 0-3%, w/w (Pastorino et al., 2003a); the results of Lee et al. (1978) suggest that salt retention on pressure injection is proportional to the square root of pressure and decreases with the diameter of the jet orifice.
Cheese geometry It is generally agreed that the rate of salt absorption increases with increasing surface area to volume ratio of the cheese (Breene et al., 1965; Gilles, 1976" Guinee
234
Salt in Cheese: Physical, Chemical and Biological Aspects
and Fox, 1986a). This is most readily observed on comparing the rate of salt uptake by milled curd (e.g., Cheddar) and whole moulded cheeses (Brick, Emmental, Romano or Blue-type cheeses) in brine; in the former, salt absorption occurs from many surfaces simultaneously, and the time required to attain a fixed level of salt is very much less than for brine-salted moulded cheeses. While at first sight it may appear that smaller cheeses would have a higher mean salt content than larger ones after brining for equal intervals, this applies only to cheeses of the same shape and relative dimensions since salt uptake is linearly related to the surface area to volume ratio of the cheese (Geurts et al., 1980; Guinee and Fox, 1986a,b). In addition to its influence on the surface area to volume ratio, cheese shape also affects the rate of salt absorption via its effect on: (i) the number of directions of salt penetration from the salting medium into the cheese and (ii) the ratio of planar to curved surface area of the cheese (Geurts et al., 1980; Guinee and Fox, 1983b, 1986a,b). Geurts et al. (1980) found that on brining Edam-type cheese, the quantity of NaC1 absorbed per cm 2 cheese surface was greater for an infinite slab than for a sphere, and the relative reduction in salt uptake through curved surfaces increased with brining time and with the degree of curvature. In Romano-type cheeses with approximately equal surface area to volume ratios, the rate of salt absorption by rectangular-shaped cheeses (volume: 4000 cm3; three effective directions of salt penetration) was higher than that by cylindrical cheese (volume: 3400 cm3; two effective directions of salt penetration at any time during a 9-day brining period (Fig. 13; Guinee and Fox, 1986b). For cylindrical, spherical or rectangular cheeses with a volume 1000 cm 3, the surface area is
0.12 ~ o ~-
607, 483 and 600 cm 2, respectively, i.e., surface area to volume ratios of 0.607, 0.483 and 0.600, respectively. As discussed below, the rate of salt uptake is affected by whether the surface is fiat or curved; for the above cheeses, the area of the curved surface is 275,483 and 0 cm 2, respectively.
Salting time It is well established that the quantity of salt absorbed increases with salting time (Byers and Price, 1937; Hoecker and Hammer, 1944; Breene etal., 1965; Sutherland, 1974; Geurts et al., 1980; Godinho and Fox, 1981b; Luna and Bressan, 1986; Guinee and Fox, 1986a,b; Turhan and Kaletunq, 1992; Najera etal., 1994; Kristiansen et al., 1999; Messens etal., 1999; Melilli et al., 2003). However, the rate of salt absorption decreases with time due to a decrease in the NaC1 concentration gradient between the cheese moisture and the brine (Geurts et al., 1980; Guinee and Fox, 1986a,b; Melilli et al., 2003). Indeed, the quantity of salt taken up by a cheese is proportional to the square root of brining time, ~ (Geurts et al., 1980; Guinee and Fox, 1986a; Messens et al., 1999). However, as the curvature of the cheese surface increases, the proportionality of salt uptake with ~ is lost and the relative reduction of salt uptake per unit area of cheese surface increases with increasing degree of curvature, and with time (Geurts et al., 1980). This implies that for cheeses with an equal volume and composition, brined under the same conditions, the rate of salt absorption per unit surface area (and hence the cheese as a whole) would be in the order: rectangular > cylindrical > spherical (Guinee and Fox, 1986b); however, aspects of cheese other than geometry affect the mean salt level, as discussed above. Geurts et al. (1980) derived a theoretical
(a)
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Brining time, days
012 0
3 6 Brining time, days
9
Figure 13 Influence of cheese shape on salt uptake (A,m) and moisture loss (A,F1) by Romano-type cheese during salting in 19.5%, w/w, NaCI brine at 23 ~ Rectangular cheeses (A,A), cylindrical cheeses (re,l-l) (redrawn from Guinee and Fox, 1986c).
Salt in Cheese: Physical, Chemical and Biological Aspects
relationship for the quantity of salt absorbed through a flat surface as a function of brining time: Mt = 2(C - Co) (D*t/zr) 1/2 Vw
(1)
where Mt = quantity of salt absorbed over time, g NaC1/ cm 2, C - salt content of brine, g NaC1/ml, Co - o r i ginal salt content of the cheese, g/ml, t = duration of the salting period, days, D * - pseudo-diffusion coefficient, cm2/day, V w - average water content throughout the cheese at time t, g/g. Applying this theoretical relationship to their model brining experiments on cylindrical Gouda cheeses brinesalted by unidimensional diffusion through one of the planar surfaces in contact with the brine (Geurts et al., 1974b), Geurts et al. (1980) found that the predicted values for the quantity of salt absorbed per cm 2 planar surface (Mp) were in close agreement with the experimental values (Mr) over a three-day brining period: Mt = 0.98Mp. The strong relationship between Mt and Mp confirms the accuracy of the experimentally determined D* values. Temperature of curd and brine In model brining experiments, Breene et al. (1965) studied the effect of curd temperature (27, 32, 38, 43 ~ on salt uptake by Cheddar curd cubes (1 cm 3) in brines (20 or 25%, w/w, NaC1) at the same temperature as the curd. Salt uptake was lowest at 32 ~ similar at 27 and 38 ~ and highest at 43 ~ The reduction in salt content on changing the brining temperature from either 27 or 38 ~ to 32 ~ was -6.5%. The low salt uptake at 32 ~ was attributed to a layer of exuded fat on the surface of the curd particles which impeded salt uptake; less fat was exuded at lower temperatures while at temperatures > 3 2 ~ exuded fat was liquid and dispersed in the brine. Increasing brine temperature increases the mobility of NaC1 and salt absorption in Gouda (Geurts et al., 1974b; Guinee, 1985), Emmental (Chamba, 1988), Romano-type (Guinee, 1985; Guinee and Fox, 1986a) and Turkish White (Turhan and Kaletung, 1992) cheeses partly due to an increase in true diffusion and partly to an increase in the effective pore width of the protein matrix as non-solvent water decreases with increasing temperature (Geurts etal., 1974b). The increase in D* for Romano and Gouda cheeses in the range 5-25 ~ in 19.2% NaC1 brine was similar at - 0 . 0 0 8 3 cmX/day (Guinee, 1985). Geurts etal. (1974b) reported that D* for Gouda cheeses salted in - 2 0 % NaC1 increased by - 4 0 - 5 0 % on increasing the temperature from 12.5 to 25 ~ compared to an increase in D in pure water o f - - 2 0 % over the same temperature range.
235
Initial salt-in-moisture level of curd and pre-salting Brine-salting of cheese can be an expensive process in terms of space, maintenance cost and corrosiveness of the brine. Consequently, pre-sahing of cheese as a means of reducing the brining time of Gouda (Guinee, 1985) and Ragusano (Melilli et al., 2003) cheeses has been investigated. Guinee (1985) mixed Gouda curds, immediately after whey drainage, with varying quantities of dry salt to give an S/M level ranging from - 0 . 2 5 (control, unsalted curd) to - 1 4 % , w/w, in the (pre-salted) curd. The salted curds were left undisturbed for - 5 min and then moulded and pressed in the usual manner; the moulded cheeses were stored at the brine temperature (15 ~ for 1 day, covered with wax on three sides and the unwaxed side placed in contact with 19.2%, w/w, NaC1 for 3 days. On completion of brine-salting, the SAVI levels decreased with distance from the cheese-brine interface until it approached that of the pre-sahed curd while moisture showed the opposite trend (Fig. 14a). Increasing the level of presalting and, hence, the S/M level in the curd prior to brine-salting, increased the levels of salt and S/M and reduced the level of moisture in the final cheese. A similar trend was noted for Ragusano cheese which was pre-salted by adding dry salt at a level of 4%, w/w, prior to plasticization in dilute brine (4.5%, w/w), and brine-salted for 1-24 days in 18%, w/w, NaC1 at 18 ~ (Melilli et al., 2003). In agreement with earlier studies, which showed that the difference in salt-inmoisture gradient between the cheese moisture and the brine was a major determinant of the quantity of salt absorbed (see 'Brine concentration and concentration gradient'; Equation 1; 'Salting time'), the magnitude of the increase in S/M decreased with the level of pre-salting (Fig. 14b) indicating a decrease in the quantity of salt absorbed per unit surface area of cheese (Guinee, 1985). However, the S/M level increased in all cheeses and approached closer to that of the brine with the level of pre-sahing prior to brining. A similar trend was noted for Feta cheese stored in brines of different salt concentration (Prasad and Alvarez, 1999). Indeed, the S/M level in the outer (rind; 5 m m thick) layer of cheeses pre-sahed to >6%, w/w, S/M exceeded the NaC1 concentration in the brine at the end of the 3-day-brining period, to a degree which increased with the level of pre-salting (Fig. 14a). This occurrence was attributed to an intense 'salting-out' and shrinkage of the protein matrix in the rind layer of these cheeses because of the very high level of S/M (---19-22%, w/w) (Guinee, 1985). Hence, the moisture level in rind of the brinesalted cheese decreased markedly on pre-salting to >6%, w/w, S/M (Fig. 14b).
236
Salt in Cheese" Physical, Chemical and Biological A s p e c t s
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Figure 14
Salt-in-moisture concentration (a) and moisture (b) as a function of distance from cheese/brine interface in experimental Gouda-type cheeses which were pre-salted to 0.5 (-), 4.8 (r-l), 6.0 (B), 8.4 (A), 9.5 (A), 10.5 (9 or 12.5 (O) %, w/w, NaCI before brine-salting at 15 ~ in 19.2%, w/w, NaCI brine with ---0.5% %, w/w, Ca. The drained curds were thoroughly mixed with dry salt, added at the desired quantity; the salted curds were held at room temperature for 5 min, then pressed, and brine-salted; initial NaCI concentration in brine (redrawn from Guinee, 1985).
Initial moisture content of the curd
Geurts et al. (1974b) showed that the quantity of salt absorbed by experimental Edam and Gouda-type cheeses during brine-salting generally increased as the initial moisture content of the curd increased, with the effect becoming more pronounced with the duration of brining. Similar results were obtained by Byers and Price (1937) for brine-salted Brick cheese. This increased salt uptake by the experimental cheeses concurs with the linear increase in predicted salt uptake through a flat cheese surface as the water content increases (see 'Cheese geometry'). The increased salt uptake undoubtedly reflects the concomitant increase in D* as moisture level increases. A high moisture content leads to a lower protein level, a lower volume fraction of the protein matrix occluding the moisture through which NaC1 diffuse, an increase in the relative pore width of the protein matrix and hence a reduced frictional effect on the inward-diffusing Na + and C1-. On dry-salting milled Cheddar curd, the reverse situation occurs: as the initial moisture level increases, the rate of salt absorption decreases giving lower salt and S/M values in the cheese for a fixed salting level (Sutherland, 1974; Gilles, 1976). Such decreases were attributed to greater whey and salt losses from the high-moisture curds; an increase in curd moisture content from 39.1 to 43.4%, w/w, caused a 30% increase in the amount of whey drained off and a decrease in salt
retention from 59 to 43%, w/w, of the amount applied (Sutherland, 1974). Thus, while the extent of salt penetration within each granule increases, there is less salt available for uptake as the initial curd moisture increases (salt causes loss of moisture from the curd and at the same time is itself removed). The apparent discrepancy between the effects of moisture content on salt uptake in brined-salted and dry-salted cheeses may be due to differences in the degree of contact between the salting medium and the curd, and in the length of contact time between curd and salting medium. On increasing the moisture content of dry-salted cheeses, the higher outflow of moisture may result in 'excess brine' which percolates through the spaces between the chips, drains away, loses contact with the chips and thereby lowers the effective amount of salt available for uptake. This does not happen when cheese is submerged in brine, as in brine-salting. Moreover, there is sufficient time for a lactate/water (brine) mutual diffusion process during brine-salting whereas this is not expected during drysalting as the water 'drawn out' of the cheese by the applied dry salt quickly drains away through the curd bed and loses contact with most of the curd. As the lactate level in cheese increases with moisture content, a greater influx of water as a result of the lactate/water diffusion process is expected. Consequently, an increase in the moisture level in cheese prior to brine-salting is expected to reduce the net water loss per given weight
Salt in Cheese: Physical, Chemical and Biological Aspects
of cheese and increase salt penetration and uptake during subsequent brine-salting. This hypothesis concurs with the increase in D* (see 'Factors that influence salt diffusion in cheese during salting'), and the tendency of the flux ratio (i.e., the ratio of water lost to salt absorbed during brining) to decrease (Geurts et al., 1980) as the moisture level of Gouda cheese prebrining is increased. pH of curd and brine While D* for Gouda cheese was not influenced by cheese pH in the range 4.7-5.7 (Geurts et al., 1974b), the rate of salt uptake was higher at pH 4.7 than at 5.7 even though the initial moisture content of the cheeses was similar (Geurts et al., 1980). This finding was consistent with that of previous studies, which showed higher NaC1 uptake at low, than at high, cheese pH (Geurts et al., 1980). The higher salt uptake at lower cheese pH coincides with a lower water loss during brining (per unit weight of salt gained), which may be attributed to a higher lactate level in the low-pH cheese (Geurts et al., 1980). A higher lactate level pre-brining would reduce the net loss of water during brining (see 'Brine concentration and concentration gradient' and 'Initial moisture content of the curd'). A number of investigators have examined the effect of titratable acidity at salting on salt retention by Cheddar cheese curd. However, Cheddar curd dry-salted at low acidity retained more salt than more acidic cheeses (Lawrence and Gilles, 1969, 1982; Gilles, 1976). Since low-acid curd normally contains more moisture than high-acid curd, one might expect more syneresis and higher salt losses, less available salt for absorption, and therefore less salt uptake in the low-acid curd. However, for a given salt availability, the rate of salt diffusion and salt uptake would be expected to increase as the level of moisture in the curd increases, as discussed in 'Initial moisture content of the curd'). Lawrence and Gilles (1969) suggested that the observed difference in salt retention may be due to the higher degree of curd hydration at the higher pH values (i.e., --5.3), which may effect a higher retention of salt by the curd structure per se (see Dolby, 1941; Creamer, 1985; 'Effect of NaC1 on casein hydration in model systems and in cheese'). In practice, the pH of brine is adjusted to - 5 . 0 - 5 . 3 , which is close to that of most brine-salted cheeses. Acidification of the brine has a preservative effect and also minimizes the risk of surface defects (e.g., velvety, non-drying rind) associated with an imbalance in [H +] which affects the level of casein hydration (see 'Effect of NaC1 on casein hydration in model systems and in cheese'). While little information is available on
237
the effect of brine pH on salt uptake (Geurts et al., 1980), it is conceivable that excessive lowering of the pH (e.g., 4.6) would lead to protein precipitation and a high loss of water at the cheese surface, which in turn would reduce salt uptake. Factors that affect salt uptake in Cheddar curd Method of salting Breene etal. (1965) showed that salting of milled Cheddar curd by brining gives a higher rate of salt absorption and a higher level of salt-in-moisture in the pressed curd than dry salting. Differences in absorption rate were explained on the basis of availability of salt at the surfaces of the curd. When dry salt is placed on freshly milled curd, a portion dissolves in the surface moisture, creating a very thin layer of supersaturated brine. The salt-in-moisture gradient between the brine and the cheese moisture results in mutual movements of salt and water in opposite directions in response to their respective concentration gradients. Some water is also 'squeezed out' of the curd due to localized surface contraction (salting-out of the protein matrix) as a result of contact with the super-saturated brine. The level of moisture in the curd, which influences whey release, affects the rate of solution of surface salt. When curd is placed in brine, salt absorption begins immediately through all surfaces. Release of whey occurs, as in dry salting, but its extent is not a limiting factor (Sutherland, 1974). Level of salting As expected, an increase in salting level (especially when the level is low) increases the rate of salt absorption by, and whey drainage from, cheese, thus giving higher levels of salt and salt-in-moisture and a lower level of moisture in the cheese after salting for a fixed time (Breene et al., 1965; O'Connor, 1970, 1971, 1973b, 1974; Gilles, 1976; Guinee, 1985; Kelly et al., 1996). However, the relationship is curvilinear (Fig. 15; O'Connor, 1973b), i.e., the increase in the salt and salt-moisture levels in the cheese is not proportional to the level of salt added, especially at the higher salting levels, because of higher salt losses at increased salting levels. Although these principles are probably generally applicable, the precise relationship between salt loss and retention depends on the pH and moisture content of the curd and the period of time allowed for salt diffusion into the curd. These inter-relationships have been studied by Sutherland (1974) and Gilles (1976). Sutherland (1974) showed that the volume of whey released from the curd and the percentage of added salt lost increased linearly with the level of salt added (over a narrower range than that used by O'Connor) while the percentage
238
Salt in Cheese" P h y s i c a l , C h e m i c a l a n d B i o l o g i c a l A s p e c t s
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Salting level, g/100 g Figure 15 Relationship between salting level of curd and the concentration of salt (O) and salt-in-moisture ( O ) i n Cheddar cheeses, prepared from batches of curd from the same vat (redrawn from Lawrence and Gilles (1982) using the data of O'Connor (1974)).
of moisture decreased and the percentage of salt, saltin-moisture and pH of the cheeses increased in a curvilinear fashion as the level of added salt was increased. The level of salt added had no significant effect on the loss of fat (---0.25 kg/100 kg curd). Kelly et al. (1996) reported a linear increase in salt and S/M and a linear decrease in moisture with salting level in the range 0-3.0%, w/w. Curd temperature Increasing the temperature of Cheddar curd chips from 24 to 41 ~ resulted in a marked increase in the percentage of added salt lost during holding (mellowing), a decrease in the level lost during pressing, and a slight increase in the percentage lost overall during holding and pressing (Sutherland, 1974). Consequently, the levels of salt and S/M decreased by - 1 1 % on raising the curd temperature from 24 to 41 ~ and the percentage of fat lost increased markedly, e.g., by - 0 . 6 kg fat/tonne curd per 1 ~ rise in temperature in the normal working temperature range of 29-35 ~ The pH and moisture level in the finished cheese were essentially unaffected by salting temperature. Degree of mixing of salt and curd Extending the stirring time of salted Cheddar curd from 20 s to 6 min caused a significant increase in salt and S/M levels, i.e., from 1.53 to 1.97%, and 4.41
to 5.71%, respectively (Sutherland, 1974). Undoubtedly, better mixing leads to salt absorption from more faces and hence there is less 'free' salt to be lost in the press whey. Hence, salt losses decreased with the duration of stirring time even though there was little effect on the volume of whey released (Sutherland, 1974). For a given mixing period, increasing the surface area of the curd by reducing the size of the curd chips results in a significant increase in salt level (Gilles, 1976). Increased mixing time resulted in a higher loss of fat, probably as a consequence of shrinkage at the surface of the curd chips and a concomitant increase in the loss of fat in the salt/water (Sutherland, 1974). Mechanical salting procedures give more uniform distribution of salt in Cheddar cheese than hand or semi-automated salting systems (O'Connor, 1968, 1970, 1973b; Fox, 1974; Knox, 1978). Because of the significance of salt level and distribution in relation to cheese quality, salting of Cheddar curd at factory level is a carefully controlled operation. It is performed on enclosed inclined, perforated (to allow whey drainage) belts where a single, or twin, oscillating boom distributes the salt, delivered from an overhead metering device according to a sensor which measures the bed depth, onto the moving curd bed and overhead stirrers continuously mix the curds. Improved means of salting cheese curds, e.g., trommel salt mixers, are being developed (Zahlus, 1986; Cosentino et al., 1987; Ryskowski et al., 1989; 'General Aspects of Cheese Technology', Volume 2). Holding time between salting and pressing (mellowing period) Extending the holding time between salting and pressing increases the salt and S/M levels in the pressed Cheddar cheese (Breene et al., 1965; Sutherland, 1974; Gilles, 1976), e.g., by ---0.3%, w/w, on increasing time from 15 to 30 min. The increase is attributed to a higher total absorption and hence a reduction in the physical loss of salt. Curd depth during holding When the depth of salted Cheddar curd during holding was increased from 12.7 to 68.0 cm, the moisture, salt and S/M levels decreased from 35.1 to 34.9%, 1.81 to 1.68%, and 5.1 to 4.8%, respectively (Sutherland, 1974). Moisture content of the curd Sutherland (1974) and Gilles (1976) studied the effect of moisture content, which was varied by altering agitation speed, degree of whey removal at half-whey-off stage, and/or the level of dry-stirring, on salt uptake in Cheddar. Increasing the moisture
Salt in Cheese: Physical, Chemical and Biological Aspects
content of the curd before salting from 37 to 45%, w/w, resulted in reductions (--~42%) in the levels of salt and S/M, and in pH, and an increase in moisture content. These changes coincided with an increase in the level of whey released and a reduction in salt retention, e.g., from ---59 to 39% of total salt on increasing the moisture level from 39 to 43.5%, w/w (Sutherland, 1974). Other factors As well as confirming the work of Sutherland (1974), Gilles (1976) showed that salt particle size has little effect on salt retention, milling the curd to smaller particles increases salt retention, and extensive flow and development of a fibrous structure during cheddaring leads to increased variation in S/M levels. Indeed, Gilles (1976) maintained that the best way to regulate the salt content of cheese is to control its moisture content (which can be best done by dry stirring). Regulating moisture content by altering the level of salt added was considered undesirable because of the influence of several factors on salt retention and the effects of salt concentration on cheese quality. The interaction of some factors influencing salt uptake in Cheddar-type curd and brine- or dry-salted cheeses is summarized in Figs 16 and 17, respectively. Factors that influence salt diffusion in cheese during salting
While it is well established that the diffusion coefficient of salt in cheese moisture is much lower than that in pure water (see 'Mechanism of salt absorption and diffusion in cheese'), there is relatively little information on the factors which influence the movement of NaC1 in cheese during salting. The first such study was made by Georgakis (1973), who related the diffusion of NaC1 in Greek Feta to cheese surface area, Manufacturing conditions
1
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Moisture ~ content of curd
1
Salt uptake., !
L Salt-in-moist re
Curd particle size at milling I Salting rate
Extent of mixing Method saltingof f -Drg salting -Brine salting
Figure 16
Principal factors that affect the uptake of salt by
Cheddar curd (from Fox, P.E, ed., Cheese: Chemistry, Physics and Microbiology, 2nd edn, Chapman & Hall, p. 281).
239
Manufacturing conditions
J
Cheese dimensions at salting
Curd acidity at salting
Shape
Surface area to volume
Size
ratio
Moisture content of curd Salt uptake
Brining conditions (e.g. temperature, % NaCI)
.~ Salt-in-moisture
Figure 17
Principal factors that affect the uptake of salt by
brine-salted cheeses (from Fox, P.E, ed., Cheese: Chemistry, Physics and Microbiology, 2nd edn, Chapman & Hall, p. 281).
duration of salting, brine concentration and the fat and moisture contents of the cheese. In model brining experiments, Geurts et al. (1974b) quantified the influence of variations in cheese composition and brining conditions on the pseudo-diffusion coefficient (D*) of NaC1 in the moisture phase of Gouda cheese. The factors which affect the movement of salt in cheese during brining presumably also apply to the cheese after brining and hence have a decisive effect on the rate of attainment of equilibrium of S/M and of moisture; under normal brining conditions (e.g., 18-20%, w/w, NaC1; 0.2% Ca; 10-20 ~ moisture and salt move in opposite directions as a consequence of diffusion (Geurts et al., 1974b; Guinee and Fox, 1983b, 1986a,b). Although continuing physico-chemical and structural changes during ripening may alter the situation somewhat, it is worth noting that the diffusion coefficient for NaC1 in the moisture phase of a dry-salted, 12-week-old Cheddar ( 5 0 % FDM, 37.9% H20) (Sutherland, 1974) corresponded well with that found by Geurts et al. (1974b) for brine-salted Gouda cheese of similar composition. The influence of the various factors on NaC1 diffusion in Gouda cheese has been studied by Geurts et al. (1974b), Guinee (1985), and Turhan and Kaletung (1992). Concentration gradient The concentration gradient between cheese and brine is determined by the difference in the level of salt in the brine and the S/M of the cheese, while the concentration gradient between neighbouring regions within
240
Salt in Cheese: Physical, Chemical and Biological Aspects
a cheese loaf is determined by the difference in S/M level between the two regions. The gradient changes with time either for cheeses which are matured after removal from the brine (as for most cheeses) or matured in the brine (e.g., Feta, Gaziantep) until S/M equilibrium is attained (Godinho and Fox, 1981b; Guinee and Fox, 1986a,b,c; Pappas et al., 1996; Kaya et al., 1999; Messens et al., i999; Pavia et al., 1999; Prasad and Alvarez, 1999; Melilli et al., 2003). While the concentration gradient is a major determinant of the rate of salt absorption by cheese during salting, it scarcely affects the mobility of the diffusing species at concentrations in the range 5 to 20%, w/w, NaC1 (Geurts et al., 1974b; Guinee, 1985). However, a sharp drop (--~18%) in D* for Gouda-type cheese occurred when the salt content of the brine was increased from 20 to 24.8%, w/w, at 20~ i.e., from ---0.205 to 0.17 cm2/day (Guinee, 1985). Similarly, increasing the brine concentration from 15 to 20%, w/w, NaC1 reduced the moisture diffusivity in Turkish white cheese, with the reduction at 20 ~ (---17%) being more pronounced than that at 4 or 12.5 ~ (---8%) (Turhan and Gunasekaran, 1999). While the apparent D* decreases on increasing NaC1 level in the brine to >-25%, w/w, especially at high temperatures, the true value would be somewhat higher if allowance was made for relatively high water loss which in effect causes the plane of zero mass transfer of all diffusing species to recede further from the cheese~rine interface into the brine. However, since S/M seldom reaches >20%, w/w, in cheese, except in the rind layer, the large inter-zonal variations in S/M level at the end of brining should not significantly alter the rate of attainment of SAVIequilibrium within a given cheese loaf or between loaves of the same variety. Temperature of brine and cheese
Increasing brine (and curd) temperature is paralleled by increasing diffusion mobilities of NaC1 and H20 in cheese (Geurts etal., 1974b; Turhan and Kaletunq, 1992); an increase of---0.008 cm2/dayPC was found for Gouda-type cheeses for brine temperature in the range 5-25 ~ (Guinee, 1985). This increase was attributed (Geurts et al., 1974b) to an increase in true diffusion and to some effect on diffusion-interfering factors, i.e., possible decreases in the relative viscosity of cheese moisture and the amount of protein-bound water which effects an increase in the relative pore width of the protein matrix (in cheese, water non-solvent for sugars decreases with increasing temperature; Geurts et al., 1974a). Because of the large effect of temperature on D*, the higher the storage temperature, the shorter should be the time required for the equilibration of salt and moisture levels within the cheese mass after salting.
Concentration of calcium in the brine
Preparation of brine requires the addition of calcium (normally added as a CaCI2 solution) so as to minimize moisture uptake by the exterior of the cheese (Figs 8, 9) and the associated risk of defects such as rind rot and s@ rind, especially where the NaC1 concentration in the brine is relatively low, e.g., <15%, w/w (Geurts et al., 1972; Guinee and Fox, 1986a). The latter defects are due to diffusion of calcium from the cheese moisture to the brine which ultimately results in the solubilization, and loss, of protein-bound calcium to an extent depending, inter alia, on the level of calcium in the cheese and brining conditions (pH, temperature, NaC1 level, duration, size of cheese relative to brine volume). The depletion of cheese calcium leads to hydration of the para-casein and associated moisture uptake and softening (see 'Effect of NaC1 on casein hydration in model systems and in cheese'). Typical levels of CaC12 added give a calcium level in the brine (e.g., 0.2-0.3%, w/w) which is probably somewhat lower than that of some semi-hard brinesalted cheeses, such as Gouda; however, these levels are adequate to prevent the occurrence of the above defects with typical NaC1 level (19-2i%, w/w) and brine temperature (--~12 ~ For hard and semi-hard cheeses, the percentage of total cheese calcium which is soluble increases with decreasing pH, e.g., from ---20% for commercial low-moisture part-skim Mozzarella (mean pH--~5.5) to --~37% in Cheddar at pH 5.2 (Guinee et al., 2000). Hence, the concentration of calcium in the serum phase is ---0.72 and 0.34%, w/w, for Cheddar and Mozzarella, respectively. The level of serum calcium for other hard and semi-hard cheeses such as Gouda, Masdammer and Emmental, with a pH of---5.3 to 5.4 before brining is probably similar to that for Mozzarella; the level for low-calcium, soft cheeses with a low pH (e.g., 4.6-5.0) before salting, e.g., Camembert, Cheshire, Brie and Blue-types, are undoubtedly much lower than 0.34%, w/w. Typical levels of total calcium in Emmental, Mozzarella, Camembert, Blue and Stilton are 1000, 710, 530, 475 and 400 mg/100g, respectively. Hence, the minimum calcium level required in the brine depends on the type of cheese being salted. Increasing the concentration of Ca in freshly prepared brine (19%, w/w, NaC1; 15 ~ from 0 to 1.8%, w/w, reduced the moisture level (---3%, w/w) and increased the salt content (---1.5%, w/w) of the outer 0.5 cm layer of Gouda cheese (Guinee, 1985). However, the increase in calcium had little effect otherwise on cheese composition or on D* (--~4% reduction). Consequently, the levels of total calcium and serum calcium probably have little influence on the rate at which equilibrium of S/M is attained post-brining.
Salt in Cheese: Physical, Chemical and Biological Aspects
Moisture content of cheese
241
moisture contents were approximately equal but the D*-values differed considerably due to differences in fat (and hence fat tortuosity, ,~f) and protein (SNF). In contrast, D* was almost equal for other cheeses (e.g., 11 and 13) which differed appreciably in moisture level. Similar results, shown in Table 6, were obtained by Geurts et al. (1974b). Therefore, while it is difficult to elucidate the effect of moisture, or indeed of any one compositional parameter separately, on salt flux, the effect of moisture is discussed separately below. Within a series of cheeses of the same variety with equal FDM, D* increased curvilinearly with moisture content (Fig. 18; Geurts et al., 1974b). Considering cheeses 9-12, Table 5, it is apparent that the contribution of the decreasing fat tortuosity (&) (with increasing moisture content) to the increase in D* was small (D* and D* af increased by a factor of 1.7 and 1.6, respectively, when the moisture content increased from 44.5 to 49.2%). The principal factor affecting the increase in salt flux was the reduced frictional effect on the diffusing molecules as the volume fraction of the protein matrix (q~p) decreased; hence the relative pore width (yldp) increased concomitantly with increasing moisture content (see Tables 5 and 6).
It is generally accepted that the moisture content of cheese affects the rates of salt absorption and/or diffusion (McDowall and Whelan, 1933; Byers and Price, 1937; Georgakis, 1973). However, from calculations of diffusion coefficients it has been shown (Geurts et al., 1974b; Guinee, 1985) that for two cheeses of the same variety, the rate of diffusion is not necessarily higher in the higher moisture cheese; the diffusion coefficient depends on the ratios of fat to solids-not-fat (SNF) and moisture to SNE These factors affect the volume fractions of the fat and protein phases, which in turn determine the impedance to the diffusing molecules (see 'Brine-salted cheese'). The results in Table 5 indicate the importance of cheese composition, and hence structure, in salt diffusion. The diffusion coefficient for NaC1 in the cheese moisture (D*) increased with increasing FDM when the percentage of SNF (and hence protein tortuosity, kp) decreased and the relative pore width of the protein matrix (Mdp) increased (e.g., cheeses 1-8, Table 5) but decreased when both the FDM and SNF levels increased (cheeses 9 and 10). In some instances (e.g., cheeses 2, 6 and 9 with ---49%, w/w, H20 or cheeses 12 and 14 which had "--44%, w/w, H20) the 0.4
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242
Salt in Cheese" Physical, Chemical and Biological Aspects
protein matrix, the protein tortuosity and fat tortuosity, respectively (Guinee, 1985). The strong positive correlation between moisture content of the cheese and D* suggests that S/M equilibrium in brine-salted cheese is attained more rapidly with increasing moisture content. This is indeed the case as reflected by the much shorter time required for attainment of equilibrium in soft cheeses compared to hard cheeses, e.g., 3 days in Camembert (Hardy, 2000), --45 days in a 2.2 kg Blue cheese (mean moisture, - 4 0 % , w/w; Godinho and Fox, 1981b), and - 6 0 days for a 3 kg cylindrical Romano-type cheese (mean moisture, -40%, w/w; Guinee and Fox, 1986c). However, the rate of attainment of equilibrium, as discussed later, is very dependent on cheese dimensions and weight. While D* is strongly dependent on the composition and structure of the unsalted cheese, especially the moisture content, it is, surprisingly, scarcely affected by variations in composition along the different planes of a cheese resulting from salt uptake and moisture loss during brine salting. This is reflected by: (i) the consistency of D* over the region of salt and water movement
The relationship between the diffusion coefficient in the fat-free cheese, D* Af, and the relative pore width of the protein matrix is seen in Fig. 19 (Geurts et al., 1974b); D* Af can be considered as the 'theoretical' value of D* for a system with the same structural features as cheese but from which the impedance to salt diffusion, due to the physical presence of fat globules, has been eliminated. While the decrease in the protein tortuosity (Ap) contributes to the increase in D* associated with increasing moisture content (e.g., cheeses 9-12, Table 5), its effect is small as it varies little within the range of 4~p values encountered. The role of moisture as the main compositional factor affecting salt flux has been confirmed by Morris et al. (1985) who found that the D* values for different commercial cheese varieties ( - 3 7 . 3 - 4 9 % H20; ---23.5-27.5% fat; ---40.5-49.5% FDM; --28-35% SNF) were directly related to the moisture content of the unsalted cheeses (Fig. 20). Of the variation in D* which could be attributed to compositional factors ( - 7 0 % of total variation) in the latter cheeses, ---49, 29 and 22% could be attributed to variations in the relative pore width of the
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Salt in Cheese: Physical, Chemical and Biological Aspects
0.23 eA
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gradient within the cheese during salting or postsalting should have little effect on salt diffusion in cheese moisture.
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Figure 20 Dependence of the pseudo-diffusion coefficient of salt in cheese moisture (D*) on the initial moisture content of cheese salted in - 2 0 % , w/w, NaCI brine at 15-16 ~ Blue cheese (A, B), Gouda (C, D), Romano-type cheese (E), Jarlsberg (F), Emmental (G, I), unsalted milled Cheddar (H) (from Morris et aL, 1985).
and with time (Geurts et al., 1974b; Guinee and Fox, 1983a) and (ii) the almost-constant D* value for brine concentrations in the range of 5-20% NaC1 (Geurts et al., 1974b; Guinee, 1985). Thus, while pre-salting the curd to different S/M levels prior to brine-salting (as described in 'Initial salt-in-moisture level of curd and pre-salting') reduced the level of salt absorbed, it had little effect on D *, which increased from 0.18 to 0.19 cm2/day on increasing the S/M level from 0.3 to 4.7%, w/w, or the penetration depth of the salt during subsequent brine-salting (Fig. 14a) (Guinee, 1985). These results confirm that compositional changes accompanying salt uptake have little, or no, effect on D*. Consideration of the physico-chemical changes in cheese associated with the physical presence of salt per se and ageing may provide a tentative explanation (Geurts et al., 1974a). Salting and ageing of cheese are paralleled by a reduction in the amount of protein-bound water (i.e., water unavailable as a solvent) and a decrease in the mean diameter of the protein particles (Geurts et al., 1974a,b) and hence an increase in the effective moisture concentration and relative pore width of the protein network. Such changes possibly offset the impeding effects of moisture loss during brining on salt flux, and hence D* remains essentially constant during brining. Moreover, as concentration gradient in the range 0-20% S/M has no effect on D* (see 'Concentration gradient'), the variations in salt
As discussed in 'Mechanism of salt absorption and diffusion in cheese', the diffusion coefficient of NaC1 in cheese moisture is much lower than that in pure solution, i.e., - 0 . 2 cm2/day compared to - 1 . 0 cm2/day at 12.5 ~ This is because salt diffusion in cheese takes place in moisture held in a matrix which is comprised of protein aggregates and occludes fat globules, both of which obstruct the movement of diffusing molecules and increase the real distance travelled by a salt molecule on proceeding from one parallel plane to another (see 'Brine-salted cheese'). Therefore, the physical presence of fat per se reduces the apparent D-value due to the inverse of its tortuosity, i.e., 1/Af. However, D '~ increases with fat content in cheeses with equal moisture content (Fig. 18). In unidimensional brine salting experiments, Geurts et al. (1974b) observed that for Gouda cheese with 50% moisture, but with 11 or 26% fat, the D* values were 0.15 and 0.25 cm2/day, respectively. While the fat tortuosity factor increased with fat level, i.e., 1.12 and 1.29 at 11 and 26% fat, respectively, the relative pore width of the protein matrix also increased (i.e., 0.17 and 0.35 at 11 and 26% fat, respectively). Hence, the increase in D* with fat content is not due to fat per se (which actually reduces D ~ by a factor of 1/Af) but rather to the concomitant decrease in the protein volume fraction and, hence, the increase in the relative pore width of the protein matrix. The reduction in the sieve-effect of the protein matrix on the salt molecules overrides the increased obstruction caused by increasing fat levels and, hence, D* increases. Indeed, for cheeses of equal moisture content in fat-free cheese (i.e., cheeses with equal protein volume fractions), D* is always higher in cheese with the lower fat content (Geurts e t a l . , 1974b). However, in practice, reducing the fat level of cheese, while increasing the moisture percentage per se, results in a reduction in the level of moisture in non-fat substances and an increase in protein level (see Fenelon and Guinee, 1999). Hence, the concomitant increases in ~bp and Ap and reduction in relative pore width would be expected to reduce D* significantly, unless the reduction in fat content is small (e.g., 1-3%, w/w) and the cheesemaking process modified to prevent a reduction in the MNFS. From the foregoing, it is apparent that the effect of varying any cheese compositional parameter on salt mobility depends on the concomitant changes it causes in the cheese structure (i.e., the ratios of fat to solids-not-fat, and solids-to-moisture). Since increasing
244
Salt in Cheese: Physical, Chemical and Biological Aspects
the fat level in cheese reduces syneresis (Whitehead, 1948; Marshall, 1982; Walstra et al., 1985; van Dijk and Walstra, 1986; Pearse and Mackinlay, 1989), D* should generally increase with increasing fat content due to the concomitant decrease in ~bp. Cheese geometry Cheese geometry influences the rate of attainment of salt-in-moisture equilibrium via its effect on the relative dimensions of the cheese. Guinee and Fox (1986b) working with commercial Romano-type cheeses of different shapes, showed that at any time during storage, the net difference in S/M concentration along layers of the cheeses increased with layer length. This observation is consistent with the fact that the depth of salt penetration during brining is proportional to the square root of brining time (Geurts etal., 1974b; Guinee and Fox, 1986a). Using differently shaped cheeses, it was found that the rate of attainment of S/M equilibrium is not necessarily directly proportional to the volume when comparing cheeses of the same variety (Guinee and Fox, 1986c).
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Attainment of salt and moisture equilibria after salting
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21 Moisture content (open symbols) and salt-in-moisture (g NaCI/100 g H20) (closed symbols) in Gouda cheese (initial fat-in-dry matter 49.1%, w/w; moisture, 43.64%, w/w; pH, 5.26) as a function of distance from the salting surface after unidimensional brine salting (20.3%, w/w, NaCI) for 1 (R,B), 2 (O,O), 3 (A,A) and 4 (~,~) days at 15 ~ (redrawn from Guinee, 1985).
Figure
Brine- and surface dry-salted c h e e s e s
In cheeses which are salted by immersion in brine and/or by surface application of dry salt there is a large decreasing salt gradient from the surface to the centre and a decreasing moisture gradient in the opposite direction at the completion of salting (see Fig. 21; Guinee, 1985; Guinee and Fox, 1986a, 1993; Turhan and Kaletunq, 1992; Messens et al., 1999; Pavia et al., 1999; Turhan and Gunasekaran, 1999; Melilli et al., 2003). Due to the slow diffusion of salt from the rind inwards, these gradients disappear slowly and equilibrium of S/M is practically reached at some stage of ripening, depending on cheese type, size of cheese and curing conditions (Fig. 22; Guinee and Fox, 1986b; Messens et al., 1999; Pavia et al., 1999). Salt absorption is a relatively rapid event, varying from 15-30 min for salt uptake by Cheddar-type curd chips (Sutherland, 1977, 2002) and ----7.5 h (Camembert) to ---15 days (e.g., Parmesan). In contrast, diffusion of salt and moisture post-salting, and hence the rate of attainment of S/M equilibrium throughout the cheese mass, is a slow process, e.g., 10-12 days for Limburger (McDowall and Whelan, 1933; Kelly and Marqurdt, 1939), 8-12 weeks for Gouda (Morris, 1961), Brick (Beyers and Price, 1937), Blue (Godinho and Fox, 1981b) and Romano-type cheeses (Guinee and Fox, 1983b, 1986b), --~40 days for Feta (Georgakis, 1973) and ---10 months for Parmesan (Resmini et al., 1974).
Sutherland (2002) reported 7-10 days for Camembert (0.25 kg, flat disc; 55%, w/w, moisture), 4-6 weeks for Edam (2.5 kg sphere; 46%, w/w, moisture), 7-9 weeks for Gouda (10 kg wheel; 42%, w/w, moisture) and > 4 months for Emmental (60-130 kg wheel; 36%, w/w, moisture). However, on consideration of these data and times reported elsewhere (see 'Moisture content of cheese'), it is clear that intra- and inter-variety differences occur as a result of variations in cheese dimensions, surface area-to-volume ratio, composition and brining conditions (which may affect cheese composition and distribution of salt and moisture at the end of brining). Though the importance of the mean, and the uniformity of, S/M levels in cheese in relation to quality have received much attention (see 'Overall Influences of NaC1 on Cheese Ripening and Quality' and 'Effect of NaC1 on Casein Hydration and the Physical Properties of Cheese'), the factors that affect the diffusion of NaC1 and moisture in cheese after salting and hence the rate of attainment of equilibrium have received little study. However, as for diffusion during the brine/dry-salting
Salt in Cheese- Physical, Chemical and Biological Aspects
22 ! Top surface layer, A 1 Centre layer, 11' 12
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Figure 22 The mean salt-in-moisture levels in discs A1/A 2, B1/B2, C1/C 2 etc. (as indicated) of cylindrical Romano-type cheese salted in 19.5% NaCI brine at 23 ~ for 1 (O), 3 (O), or 5 (B) days or salted for 5 days and stored wrapped at 10 ~ for 30 (D) or 83 (A) days (redrawn from Guinee and Fox, 1986b).
process per se, the salt diffusion during ripening/storage, and thus the rate of attainment of S/M equilibrium within a cheese loaf, is undoubtedly similarly affected by: 9 cheese dimensions and shape, which determine the distance between the high salt exterior zones and low salt interior zones at the end of salting (Guinee and Fox, 1986c); 9 temperature; 9 concentration gradient between different zones; 9 cheese composition (see 'Factors that influence salt diffusion in cheese during salting'). Though not investigated to date, conditions of relative humidity, rate of air circulation, and frequency of turning the cheese during storage possibly alter the rate of attainment of salt and moisture equilibria as a result of alterations in cheese moisture.
245
Cheddar and dry-salted varieties Salt is fairly uniformly distributed in Cheddar-type cheese initially, as salt is mixed with the milled curd. However, in contrast to brine-salting or surface dry-salting, complete equilibrium is slow and rarely, if ever, reached (McDowall and Whelan, 1933; Morris, 1961; O'Connor, 1968, 1971, 1973a; Sutherland, 1977; Thomas and Pearce, 1981; Morris et al., 1985; Wiles and Baldwin, 1996). Thus, significant intra- and interblock variations in salt concentration occur in mature commercial Cheddar cheese, giving rise to considerable variations in the rate of ripening and grading quality (O'Connor, 1971, 1973b, 1974; Fox, 1975; Thakur etal., 1975; Sutherland, 1977; Thomas and Pearce, 1981; Lawrence et al., 1984; Kelly et al., 1996; 'Cheddar Cheese and Related Dry-salted Cheese Varieties', Volume 2). A preliminary investigation of brine-salting Cheddar curd chips (Breene et al., 1965) showed that adequate uptake of salt could be accomplished by placing chips (3/8 in x 3/8 in x 2 in) in 25% brine for 5 min and holding for 15 min after removal from the brine before pressing. Considering the problems encountered in controlling salt uniformity using the drysalting procedures, brine-salting of Cheddar could be potentially useful and appears to warrant further investigation. O'Connor (1968) assessed the uniformity of salt distribution in cheeses salted by hand, semi-automatic or fully automatic systems; one plug from every 10th cheese per vat was analysed. While the range of mean salt content was relatively narrow, there was very considerable intra-vat and inter-vat variation in salt content, with greatest variation in the hand-salted cheese and least with the fully automated system; an inverse correlation between salt and moisture contents was apparent. Further evidence of high within-vat variation in salt distribution is provided by O'Connor (1973b). The findings of O'Connor (1968, 1973b) were confirmed and extended by Fox (1974) who showed that, in general, mechanical salting systems gave more uniform salt distribution than hand-salting systems or a semiautomatic system. Considerable within-block variability (12 samples per 20 kg block) in salt concentration was also demonstrated. Morris (1961) also found very large differences in the salt content of blocks from the same vat (spread of 0.6%, w/w, on a mean of 1.38%, w/w). All the foregoing investigators stress the importance of inter- and intra-block variations in salt content, which is inversely related to moisture content. Since it is generally agreed that the quality of cheese is strongly dependent on moisture, S/M and pH (which was not reported in any of the above studies) (see
246
Salt in Cheese: Physical, Chemical and Biological Aspects
'Cheddar Cheese and Related Dry-salted Cheese Varieties', Volume 2), it might reasonably be expected that the quality of cheese also varies between blocks from the same vat and even within the same block. It is normal cheese-grading practice to grade a vat of cheese on the basis of 1-3 plugs taken from a single cheese per vat, at any one time; obviously, the quality of this sample may not be representative of the vat. For similar reasons, calculation of mass balances in cheese factories on the basis of a few plug samples per vat may be very inaccurate. In practice, salting of Cheddar is performed mechanically on salting belts where the salt is delivered by oscillating booms in proportion to curd depth and the salted curd is mixed by rotating peg mixers mounted over the belt. The method of salt application used in Cheddar cheese manufacture would appear to be particularly amenable to ensuring accurate control of salt concentration with respect to both level and uniformity. However, in commercial practice, it has been difficult to achieve uniform distribution (Morris, 1961; Fox, 1974), possibly because of the many factors which influence salt uptake by curd (Fig. 16) and the design of salting equipment capable of giving adequate mixing in the time allowed. Undoubtedly, a more consistent salt level and distribution could be obtained by: 9 the production of curd with more consistent composition, e.g., via standardization of milk protein level (i.e., by ultrafiltration or addition of milk ingredients) and protein-to-fat ratio; - a more defined cheesemaking process where stages/operations are regulated (e.g., levels of rennet and starter in proportion to casein level; pH at set, drain and milling; firmness at cut; faster curd/whey emptying, especially from larger vats; washing to constant lactose level in the curd); 9 more thorough mixing of salt and curd, e.g., via the use of curd/salt mixers or tumblers (Sutherland, 2002; 'General Aspects of Cheese Technology', Volume 2); 9 better control over the temperature/humidity conditions of salt storage and salting room to ensure uniform delivery to salt application device; 9 optimum performance of the curd mill by regular maintenance to ensure uniform chip size. -
Salt and moisture equilibration during storage Although salt is fairly well distributed in Cheddar cheese during the initial salting, in contrast to brine and/or dry salted cheese, full equilibrium is approached slowly. Sutherland (1977), who prepared Cheddar cheeses (9.5 kg) with regions of high and low salt,
found that equilibria of salt, moisture, and hence, S/M, were not established after 25 weeks at 13 ~ Samples situated 7.6 cm apart, which showed an initial difference in S/M concentration of 4.27%, still showed a difference of 1.56% at the end of the 25-week period. As zones of high and low salt within commercial cheese blocks ( - 2 0 kg, ripened at 4-7 ~ are likely to be more widely separated, it was concluded that equilibrium of S/M within such cheeses is unlikely. A similar study by Thomas and Pearce (1981) showed that there was only a very slight shift towards equilibrium of S/M during a 6-month ripening period in Cheddar cheeses prepared with an approximately linear S/M gradient diagonally across the blocks. Equilibration of NaC1 in Cheddar cheese intentionally prepared with poor salt distribution was studied by Morris et al. (1985). Salt and moisture analyses were performed on samples taken from 32 selected locations in 20 kg blocks (stored at 10 ~ over a 24-week ripening period (a similar sampling pattern was used on each of six occasions); the results indicated that there was only a slight equilibration of salt over the 24-week period. Hoecker and Hammer (1944), who measured the salt and moisture levels at the surface and centre of individual chips, prized from a block of Cheddar, over a 72 h period after pressing, found that salt and moisture equilibria were established within individual chips 48 and 24 h after hooping, respectively (a comparable study by Morris et al. (1985) gave almost identical results). However, analysis of two 4-month-old cheeses showed significant intra- and inter-block variation in both variables. Hence, while salt and moisture equilibria are attained relatively rapidly within chips because of the short distance over which NaC1 molecules have to diffuse from the surface to the centre, the variations throughout the block, as a result of the different quantities of salt absorbed by individual chips, do not disappear during normal ripening. The foregoing observations suggest that movement of salt and water across the chip boundaries, and hence the cheese mass as a whole, even where a concentration gradient exists, is inhibited because: 9 the contracted protein layers (salting-out of protein at chip surfaces possibly occurs because of the high initial S/M concentration before equilibrium is established) at the surface of individual chips; 9 and/or microspaces between milled curd (chips) junctions which break the continuity of the interpenetrating gel fluid/moisture (in which salt is dissolved); 9 lack of a continuous S/M gradient in combination with an impeded diffusion process.
Salt in Cheese: Physical, Chemical and Biological A s p e c t s
Indeed, milling results in the development of a 'skin' which has fewer fat globules and hence a denser protein matrix than the interior of the chip (Brooker, 1979). Moreover, light microscopy studies (Rammell, 1960; Kal~ib et al., 1982; Lowrie et al., 1982) show that the 'skin' at milled curd junctions appears much thicker than that of the curd granules. Observations by Morris (1961) on salt diffusion in Cheddar cheese lend support to the view that the milled curd pieces 'trap' absorbed salt; the spread in salt level within individual cheeses at 3 weeks was the same as that observed immediately after hooping. Morris et al. (1985), who also studied salt diffusion in model Cheddar cheese systems, found that equilibrium was established rapidly in cheeses prepared from alternate discs (2 cm thick) of salted and unsalted, unmilled curd, but not in model cheeses prepared from alternate layers ( 2 c m thick) of salted and unsalted chips. In agreement with the results of a similar experiment by McDowall and Whelan (1933), NaC1 diffusion across the interface formed between the salted and unsalted layers of milled curd was very slow (Fig. 23). Morris et al. (1985) suggested that the fragmented structure of Cheddar cheese (due to its construction from chips) may retard salt diffusion but a further experiment, the results of which showed that the diffusion coefficient for NaC1 in the moisture phase of a brine-salted block of Cheddar prepared from unsalted chips at 0.15 cm2/day was as expected from its moisture content (see Fig. 20), could not verify this. Thus, it appears that the slow diffusion of NaC1 in the moisture phase of Cheddar is due to contracted protein layers between salted chips, which possibly offer a very tight screening effect on the diffusing molecules, and thereby override the effect of low discontinuous gradients in various directions in commercial Cheddar or even at interfaces between salted and unsalted regions where the concentration gradient is high (see 'Concentration gradient'). The absence of a continuous salt-in-moisture gradient and the fact that salt diffusion in moisture is impeded, as discussed in 'Mechanism of salt absorption and diffusion in cheese' and 'Factors that influence salt diffusion in cheese during salting', also reduces the tendency for salt and moisture equilibrium, especially between locations in a block which are far apart. The surface of chips in unsalted milled Cheddar would not be as dense as those in dry-salted milled Cheddar due to their higher moisture and fat contents. Hence, the sieve-effect of the matrix on the diffusing molecules would be much lower than in the latter. Indeed, the impedance on the salt molecules penetrating the surface layers of milled Cheddar chips during brining is possibly similar to that encountered on p e n -
247
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Distance from nterface between (a) unsalted and (b) salted curds, cm Figure 23 Distribution of salt (NaCI) throughout a 7.5-cm Cheddar 'cheese' prepared from half-salted curd and half-unsalted curd at 1, 3, 14, 28 and 56 days after manufacture. The preparation of the 'cheese' involved half-filling aluminium cans with unsalted chips (2 • 2 • 2 cm) of Cheddar curd and pressing lightly; filling the remainder of the can with salted (4%, w/w, NaCI) chips of Cheddar curd; pressing the cheese in the can overnight; storing cheeses in cans at 5 ~ (from Morris et aL, 1985).
etrating the surface of curd granules (no light microscopy studies have been reported on unsalted, milled Cheddar curd). Effect
of Salt on Cheese
Composition
In the light of studies (O'Connor, 1968, 1971, 1974; Sutherland, 1974; Gilles, 1976; Morris et al., 1985; Kelly et al., 1996) showing that varying salting levels in Cheddar cheese manufacture are associated with large compositional variations in the cheese, the effect of salt on the gross composition of cheese merits brief discussion. Moisture level
The moisture content of cheese curd is influenced primarily by syneresis of the cheese curd during manufacture
248
Salt in Cheese: Physical, Chemical and Biological Aspects
which is, in turn, influenced by the composition of the cheese milk, i.e., fat, protein and calcium levels, the level of rennet used, firmness of the gel at cutting, and curd treatments during manufacture, i.e., size of curd cut, degree of curd agitation, cooking rate, cooking temperature, rate of acid development, extent of drystirring of curd and depth of curd during cheddaring and size of pressed cheese (Whitehead, 1948; Emmons et al., 1959; Lawrence, 1959a,b; Aiyar and Wallace, 1970; Lelievre, 1977; Geurts, 1978; Marshall, 1982; Walstra et al., 1985; van Dijk and Walstra, 1986; Fenelon and Guinee, 1999; 'Cheddar Cheese and Related Drysalted Cheese Varieties', Volume 2). Further syneresis occurs on addition of salt after milling (e.g., for Cheddar and Cheshire), during pressing and brine and/or dry salting. It is generally accepted that there is an inverse relationship between the levels of salt and moisture in cheese. This is most readily observed in brine and/or dry salted moulded cheeses during, or immediately after, salting, where a decreasing salt gradient from surface to the centre is accompanied by a decreasing moisture gradient in the opposite direction (see Fig. 21; McDowall and Whelan, 1933; Beyers and Price, 1937; Geurts et al., 1972, 1974b; Godinho and Fox, 1981b; Guinee and Fox, 1983a,b, 1986a,b; Turhan and Kaletunq, 1992; Messens et al., 1999; Licitra et al., 2000; Melilli et al., 2003). The inverse relationship between salt and moisture levels is also observed in cheeses where the mean salt level is varied by brine- or surface dry-salting for different times (Guinee and Fox, 1986b; Freitas and Malcata, 1996; Kristiansen et al., 1999) or for similar times in brines of different NaC1 levels (Guinee and Fox, 1986a; Pappas etal., 1996; Kaya et al., 1999). A similar trend was observed in brineinjected Muenster cheese for which the salt content increased linearly with the number of injections, applied 24 h apart (Pastorino et al., 2003a). O'Connor (1971) found that there is a negative correlation between the salt and moisture concentrations in commercial Scottish Cheddar cheeses. Although there was considerable scatter, the data of Fox (1975) show an inverse correlation between the percentage of moisture and percentage of NaC1 in 123 commercial Irish Cheddar cheeses. Direct evidence of this relationship is also apparent from the work of O'Connor (1970, 1973a,b) and Kelly et al. (1996) for Cheddar cheeses from the same batch of curd salted at different levels. An inverse correlation between %, w/w, moisture and %, w/w, NaC1 in Cheddar cheese is not surprising since a considerable volume of whey is released from Cheddar curd following salting and during pressing (Sutherland, 1974). The amount of whey released is directly related to the amount of salt added to the curd;
roughly half of the whey is released during mellowing and the remainder during pressing. Although other factors, e.g., curd temperature, stirring time after salting, depth of curd, degree of mixing of salt and curd, and duration of mellowing period influence the ratio of whey released during mellowing to that released on pressing, the overall level of whey released was not significantly influenced by these factors (Sutherland, 1974). The moisture content of the cheese was inversely related to salting level (Sutherland, 1974). Geurts et al. (1974b) expressed the relative fluxes of NaC1 and H20 during the unidimensional brine-salting of Gouda-type cheese in terms of the flux ratio, p: -AWx
~ p,~S~
where AW and AS are the changes (from the unsalted cheese) in the g H20 and g NaC1, respectively, per 100 g cheese solids-not-salt in planes of cheese x cm from the cheese/brine interface; the minus sign indicates the loss of water from the cheese to the brine. Experimental values for W and 5 are shown in Fig. 24, together with theoretical curves calculated for various values of p. The experimental curve for W approximated the theoretical curve for p = 2 (i.e., when the amount of H20 leaving the cheese is twice that of the NaC1 entering) but varied from 1.5 at the salt front to 2.34 at the
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Distance from cheese surface (mm) Figure 24 Moisture (O) and salt (9 content of a full-cream Gouda cheese after 8 days of brining, as a function of penetration depth; pH 5.64, brine concentration 20.5 g NaCI/100 g H20, temperature 12.6 ~ Experimental moisture values (Q); (1) moisture content calculated from salt content and a flux ratio (g water:g salt) p = 2.5; (2) the same, but p varies from 1.7 at the cheese-brine interface to 2.9 in the cheese surface; (3) the same, but p = 1; (4) the same, but p = 0 (from Geurts etal., 1974b).
Salt in Cheese: Physical, Chemical and Biological Aspects
brine/cheese interface and was always >1. While a similar trend in p values was observed by Guinee and Fox (1983a) for commercial Romano-type cheese (salted for 9 days in 19.3% NaC1 brine), the value of p varied more, i.e., from 3.75 at the rind to <1 in a region between the rind and the salt front. Guinee (1985) concluded that the value of p at a particular location within the region of salt and water movement depends on the concentrations of NaC1 and H20 at the location; indeed, this is possibly the reason why p decreases from the rind inwards (Geurts et al., 1974b; Guinee and Fox, 1983a), along which significant variations of salt and moisture occur as a result of salt uptake. Indeed, changes in cheese texture and appearance corresponding to the changes in p which occur in the region of high salt and moisture movement are visible when a brined cheese is cut parallel to the direction of brine movement, during or shortly after brining (Geurts et al., 1974b; Guinee and Fox, 1983a; Bochtler, 1987). In the outermost region (0.3-1.3 cm depending on the duration of brining) bordering the brine, where the S/M level is high, e.g., >12%, w/w, the cheese is hard, brittle, dry and white (indicative of salting-out), whereas further removed from the interface, where percentage of S/M >3% and <10%, the cheese is soft, yellowish and somewhat waxy translucent (indicative of protein hydration and swelling); between the 'waxy' layer and the salt front, the cheese had a uniform appearance and resembled the unsalted cheese (Guinee, 1985). It is noteworthy that pockets of free serum in unsalted non-fat Mozzarella provide light scattering surfaces and thereby contribute to opaqueness of the cheese (Paulson et al., 1998); in contrast, the increase in protein hydration in salted Mozzarella led to a significant reduction in the level of free serum and a more translucent appearance. The extent of the outer dry white layer in brine-salted cheeses is augmented by a low cheese moisture and a low brine pH, i.e., 4.6 (Bochtler, 1987); such factors contribute further to protein insolubility. Since the average flux ratio over the region of salt and water movement is > 1, there is a net outflow of water which accounts for the commonly observed volume reduction in cheese during brining and/or dry salting. Perhaps unexpectedly, salt uptake during brining is sometimes accompanied by an increase in moisture content in the vicinity of the cheese-brine interface (see 'Effect of NaC1 on casein hydration in model systems and in cheese' and 'Concentration of calcium in the brine'), especially in weak brines (<10%, w/v, NaC1) without calcium (see Figs 8, 9). Such an effect is associated with the 'soft rind' defect and swelling in cheese and is attributed to a salting-in of the protein matrix in low percentage NaC1 brines which results in increased
249
protein solubility. There are several reports on the composition and maintenance of brines and brining times in relation to cheese quality (Jakubowski, 1968; Geurts etal., 1972; de Vries, 1979; Brazhnikov etal., 1986; Blanchard, 1987; Cohen-Maurel, 1987; Chamba, 1988; Schaegis, 1988). Salt content
Higher salt levels in Cheddar cheese usually coincide with increased fat content (O'Connor, 1971, 1974; Thakur et al., 1975), probably due to the greater loss of water than salt uptake during salting. Thus, it is noteworthy that the moisture content of Cheddar is inversely related to the salt content (O'Connor, 1971; Sutherland, 1974; Jordan and Cogan, 1993; Kelly et al., 1996). However, on considering the findings of Breene et al. (1965), the fat content may decrease, especially at high salting levels if the curd temperature at salting exceeds 32 ~ Lactose content and pH
As discussed in 'Control of Microbial Growth', the lactose content and pH of cheese are strongly influenced by the level and time of salt application (Fox et al., 1990).
Conclusion Clearly, salt plays a multi-faceted role in cheese ripening with an influence on the physical, chemical and microbiological attributes of the mature cheese. While a considerable amount of information is currently available on many aspects of the significance of salt in cheese and on salt diffusion in cheese curd, many gaps persist, e.g., its effects on individual enzymes, protein-protein interactions (and its consequences in hydrolysis, rheology and functionality), effect on the growth of pathogens, interaction with pH and other hurdles in controlling cheese microbiology.
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Salt in Cheese: Physical, Chemical and Biological Aspects
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Sood, S.M., Gaind, D.K. and Dewan, R.K. (1979). Correlation between micelle solvation and calcium content. NZ J. Dairy Sci. Technol. 14, 32-34. Sood, S.M., Sidhu, K.S. and Dewan, R.K. (1980). Voluminosity and hydration of casein micelles from abnormal milks. NZJ. Dairy Sci. Technol. 15, 29-35. Sousa, M.J. and McSweeney, P.L.H. (2001). Studies on the ripening of Cooleeney, an Irish farmhouse Camemberttype cheese. Ir. J. Agric. Food Res. 40, 83-95. Sousa, M.J., Ard6, Y. and McSweeney, P.L.H. (2001). Advances in the study of proteolysis during cheese ripening. Int. Dairy J. 11,327-345. Stadhouders, J. (1962). The proteolytic activity of rennet and starter bacteria in cheese with reference to bitter flavour. Proc. 16th Int. Dairy Congress, Copenhagen, Vol. B. pp. 353-360. Stadhouders, J. and Hup, G. (1975). Factors affecting bitter flavour in Gouda cheese. Neth. Milk Dairy J. 29, 335-353. Stadhouders, J., Hup, G., Exterkate, EA. and Visser, S. (1983). Bitter flavour in cheese. 1. Mechanism of the formation of the bitter flavour defect in cheese. Neth. Milk DairyJ. 37,157-167. Streit, K., Ruegg, M. and Blanc, B. (1979). The influence of water activity on the growth of lactic and priopionic acid bacteria and the dependence on the solute added to the culture media. Milchwissenschaft 34,459-462. Sut~muth, R. (1998). Selection and characterization of natural isolates of lactic acid bacteria in African cheeses with specific salt tolerance, bacteriophage resistance and impact on product quality. Summary Reports of European Commision supported STD-3 Project TS3-C992-O15 (1992-1995), published by CTA1988. Sullivan, J.J. and Jago, G.R. (1972). The structure of bitter peptides and their formation from casein. Aust. J. Dairy Technol. 27, 98-104. Sutherland, B.J. (1974). Control of salt absorption and whey drainage in Cheddar cheese manufacture. Aust. J. Dairy Technol. 29, 86-93. Sutherland, B.J. (1977). Some observations on salt and moisture concentration gradients in Cheddar cheese. Aust. J. Dairy Technol. 32, 17-18. Sutherland, B.J. (2002). Salting of cheese, in, Encyclopedia of Dairy Sciences, Roginski, H., Fuquay, J.W. and Fox, P.E, eds., Academic Press, London. pp. 293-300. Swaisgood, H.E. (2003). Chemistry of the caseins, in, Advanced Dairy Chemistry: Protein, Vol. 1, Proteins, Part A, 3rd edn, Fox, P.E and McSweeney, P.L.H., eds., Kluwer Academic/Plenum Publishers, New York. pp. 139-201. Sweeney, K. (1984). Emmental Cheese: Rheological and Chemical Changes During Ripening. MSc Thesis, National University of Ireland, Cork. Thakur, M.K., Kirk, J.R. and Hedrick, T.I. (1975). Changes during ripening of unsalted Cheddar cheese. J. Dairy Sci. 58, 175-180. Thomas, T.D. and Pearce, K.N. (1981). Influence of salt on lactose fermentation and proteolysis in Cheddar cheese. NZ J. Dairy Sci. Technol. 16, 253-259.
Turhan, M. and Gunasekaran, S. (1999). Analysis of moisture transfer in white cheese during brining. Milchwissenschaft 54, 446-450. Turhan, M. and Kaletung, G. (1992). Modelling of salt diffusion in white cheese during long-term brining. J. Food Sci. 57, 1082-1085. Turner, K.W. and Thomas, D.T. (1980). Lactose fermentation in Cheddar cheese and the effect of salt. NZ J. Dairy Sci. Technol. 15,265-276. USDA (1976). Agriculture Handbook, No. 8-1: Composition of Food and Egg Products, Raw-Processed-Prepared, Posati, L.P. and Orr, M.L., eds., US Government Printing Office, Washington, DC. Vafopoulou-Matrojiannaki, A. (1999). Influence of pH and NaC1 on proteolytic and esterolytic activity of intracellular extract of Leuconostoc mesenteroides subsp, mesenteroides strain KIGs. Milchwissenschaft 54, 314-316. van den Berg, C. and Bruin, S. (1981). Water activity and its estimation in food systems: theoretical aspects, in, Water Activity: Influences on Food Quality, Rockland, L.B. and Stewart, G.E, eds., Academic Press, New York. pp. 1-61. van den Berg, G., de Vries, A.E. and Stadhouders, J. (1986). The salt content of Gouda cheese. Voedingsmiddelentechnologie 19 (7), 37-39 (cited from Dairy Sci. Abstr. 1988; 50:210). Vandeweghe, P. (1994). Proteolytic systems of Lactococcus lactis ssp. cremoris. Diss. Abstr. Int. 55,649-650. van Dijk, H.J.M. and Walstra, P. (1986). Syneresis of curd. 2. One-dimensional syneresis of rennet curd in constant conditions. Neth. Milk Dairy J. 40, 3-30. Visser, EM.W. and de Groot-Mostert, A.E.A. (1977). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 4. Protein breakdown: a gel electrophoretical study. Neth. Milk Dairy J. 3 l, 247-264. Visser, J. (1991). Factors affecting the rheological and fracture properties of hard and semi-hard cheese. Rheological and Fracture Properties of Cheese, Bulletin 268. International Dairy Federation, Brussels. pp. 49-61. Visser, S. (1981). Proteolytic enzymes and their action on milk proteins: a review. Neth. Milk Dairy J. 35, 65-88. Visser, S. and van den Berg, G. (2002). The role of proteolytic enzymes in cheese ripening. Bulletin 371. International Dairy Federation, Brussels. pp. 6-9. Visser, S., Hup, G., Exterkate, EA. and Stadhouders, J. (1983a). Bitter flavour in cheese. 2. Model studies on the formation and degradation of bitter peptides by proteolytic enzymes from calf rennet, starter ceils and starter cell fractions. Neth. Milk DairyJ. 37, 169-180. Visser, S., Slangen, K.J., Hup, G. arid Stadhouders, J. (1983b). Bitter flavour in cheese. 3. Comparative gel-chromatographic analysis of hydrophobic peptide fractions from twelve Gouda-type cheeses and identification of bitter peptides isolated from a cheese made with Streptococcus cremoris strain HP. Neth. Milk DairyJ. 37, 181-192. Walstra, P., van Dijk, H.J.M. and Geurts, T.J. (1985). The syneresis of curd. 1. General considerations and literature review. Neth. Milk Dairy J. 39,209-246.
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259
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Application of Membrane Separation Technology to Cheese Production V.V. Mistry, Dairy Science Department, South Dakota State University, Brookings, USA J.-L. Maubois, Laboratoire de Recherches Laitieres, Institut National de la Recherche Agronomique, Rennes Cedex, France
Introduction Membrane processing has revolutionized the dairy industry in many interesting ways and has led to significant new process and product development. This revolution has been in the making for the past 34 years and has encompassed not only ultrafiltration and nanofiltration but, more recently, microfiltration as well. In 2001, more than 450 000 tonnes of cheese were made using ultrafiltration technology. The history of cheesemaking using membranes commenced in the late 1960s with the invention of the MMV process (Maubois et al., 1969; Maubois and Mocquot, 1971, 1975). This process, named after its inventors (Maubois, Mocquot and Vassal), opened up new avenues for significant advances in cheesemaking, including improvements in plant efficiency, increases in cheese yield, development of a continuous process and possibilities for creating new cheese varieties. As a result, numerous plants all over the world, but mainly Europe, now use this process to manufacture a wide range of cheeses (Korolczuk et al., 1986; Maubois, 2002). Since the introduction of the MMV process, commercial applications of membranes in the cheese industry, as well as research efforts aimed at developing new applications and understanding and improving current applications, have expanded all over the world. For instance, it was reported by Kosikowski (1986a) that during the period 1979-1983, a total of 213 scientific papers were published dealing with membrane separations in food processing. Of these, publications dealing with cheese formed the largest category at 25%. Publications dealing with cheese and whey, combined, represented 50% of the total. In a more recent literature search, it was found that more than 1200 publications on the application of membranes in food processing appeared between 1995 and 2002. These data clearly illustrate the magnitude of effort that has been invested in developing and understanding applications of membranes in the food industry. Since 1969, cheese-related applications of membranes have expanded into numerous areas, including the manufacture of fresh, soft, semi-hard and hard cheeses from the milk of cows, goats, ewes or water
buffaloes, production of milk powders with good cheesemaking properties (Maubois et al., 1973), restoration of the rennet coagulation properties of ultrahigh temperature (UHT)-treated milk (Maubois et al., 1972; Ferron-Baumy et al., 1991), on-farm concentration of milk (Maubois, 1979), removal of somatic cells (Le Squeren and Canteri, 1995; Maubois, 2002) and bacteria from cheese milk by microfiltration (Trouv~ et al., 1991; Saboya and Maubois, 2000) and casein enrichment of cheese milk by microfiltration (Fauquant et al., 1988; Maubois et al., 2001). These developments were catalysed by improvements in membrane components such as the development of mineral and ceramic membranes, studies on physico-chemical equilibria of UF retentates, characterization of the rheological behaviour of protein-enriched milks, studies on the growth and activity of starter bacteria in liquid pre-cheeses and in the resulting cheeses, and more importantly by the generation of new ideas and the acceptance of new cheesemaking concepts in laboratories and in cheese plants around the world. In this chapter, cheesemaking using UF, reverse osmosis and microfiltration will be discussed as well as other cheese-related applications using these processes. Initially, some membrane terms, membrane design and configuration will be discussed briefly.
Membrane Design and Configuration Membrane technology is a broad term that encompasses several molecular separation processes. Each process requires its own specialized equipment and has its own characteristics that make it suitable for some applications but not for others. Reverse osmosis and ultrafiltration are two of the most commonly used membrane processes in the dairy industry (Glover, 1985; Van der Horst and Hanemaaijer, 1990) but nanofiltration and microfiltration have emerged and have demonstrated tremendous potential for dairy applications for the future (Gregory, 1987; Eriksson, 1988; Fauquant et al., 1988; O'Shea, 1990; Kelly etal., 1992; Saboya and Maubois, 2000; Maubois, 2002).
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
262
Application of Membrane Separation Technology to Cheese Production
Definitions Ultrafiltration (UF) Ultrafihration is a process which selectively separates macromolecules having a molecular weight of 1000-200 000 Da from solvent and dissolved solutes. With cross-flow over a membrane surface at a relatively low pressure (less than 1000 kPa), UF produces from milk a permeate (also called uhrafihrate) containing water, lactose, soluble minerals, non-protein nitrogen and water-soluble vitamins, and a retentate in which the proteins, fat and colloidal salts are increased in proportion to the amount of permeate removed (Maubois et al., 1969; Maubois and Mocquot, 1971; Glover, 1985). Reverse osmosis (RO) Reverse osmosis (sometimes known as hyperfihration) is a dewatering process which operates at pressures at least five to ten times higher than those used for UF (Glover etal., 1978; Glover, 1985; Dziezak, 1990). Reverse osmosis membranes separate solutes with a molecular weight of approximately 150 Da or less. Hence, fat, proteins, lactose and all undissociated minerals are retained and concentrated by the membrane, and only water and some ionized minerals pass through. Microfiltration (MF) Microfihration is a process which selectively separates particles with a molecular weight greater than 200 000 Da. According to the membrane pore size, milk materials removed by MF include somatic cells, fat globules, bacteria, casein micelles (Saboya and Maubois, 2000), aggregated whey components (Maubois et al., 2001), [3-casein (Terre etal., 1987) and [3-1actoglobulin (Maubois, 1988; Leonil et al., 1997). Nanofiltration (NF) Nanofiltration, also known as loose-RO (Horton, 1986), falls between RO and UE It separates low molecular weight compounds (200 and 1000 Da) from larger molecules. Small ionized molecules, such as dissolved mineral salts, are removed, at a rate inversely proportional to their valency, along with water, whereas other materials such as lactose, proteins and fat are retained, making it suitable for desalting cheese whey (Daufin et al., 1998a), for recovering of water generated during thermal concentration of milk or whey or for recycling cleaning solutions (Daufin et al., 1998b). Membrane configuration
Four basic configurations are currently available for UE RO, MF and NF applications: (1) tubular, (2) hollow fibre, (3) plate and frame and (4) spiral-wound
(Maubois and Brule, 1982; Cheryan, 1998). The characteristics of each of these configurations are described below. Tubular In this configuration, feed flows through a tube, 85-600 cm long and 3-25 mm inside-diameter. The inside wall of the tube is lined with the membrane and the outside consists of support material. Several tubes may be connected in series or in parallel as a bundle and are housed in a stainless steel cartridge. A multichannel tubular geometry was developed in France (Gillot and Garcera, 1986) and in the USA (Renner and Abd E1-Salam, 1991) for MF and UF mineral membranes (Fig. 1). Tubular membranes are easy to clean and allow recirculation of liquids with a high level of solids and viscosity (Mahaut et al., 1982; Maubois and Brule, 1982; Cheryan, 1998). However, they have the lowest surface area-to-volume ratio and therefore require a high feed flow rate and consequently, a high running energy (0.6-1.0 kW/m 2) (Maubois and Brule, 1982). Reverse osmosis operations are conducted at high pressures; hence tubular membranes for RO require additional support material to withstand the high pressures. Hollow fibre Hollow fibre membranes can be thought of as the tubular-type except that they are self-supporting. Hollow fibres also have a much smaller diameter than the tubular-type membranes. The diameter of each fibre ranges from 0.19 to 1.25 mm (Cheryan, 1998). In a see-through casing, 50-3000 such fibres may be bundled together in parallel. Each such unit is referred to as a cartridge. Hollow fibre membranes have a very high surface area-to-volume ratio, providing for very low floor space requirements. As in the tubular design, feed flows through the inside of the fibres, and permeate is collected outside in the casing. A disadvantage with this system is that even if only one fibre fails, the entire cartridge must be replaced. Replacement costs of membranes are, therefore, high. On the other hand, since hollow fibres are self-supporting, operating pressures are low (Maubois and Brule, 1982). Transmembrane pressure is limited to 170-270kPa. While this is an advantage in terms of energy consumption (0.2 kW/m2), this configuration may not be suitable for applications requiring high pressures. One of the greatest advantages of hollow fibre membranes, as bundled tubular membranes, is the ability to backflush. This aids in cleaning the membrane as well as in preventing a build-up of fouling material on the surface. Hollow fibres such as those described above are used for UF and MF applications. For RO applications,
Application of Membrane Separation Technology to Cheese Production
j
263
",.,....
Figure 1 An arrangement of multi-channel geometry ceramic membranes (courtesy of GEA filtration, Hudson, WI, USA). (See Colour plate 1 .)
even smaller fibres, known as hollow fine fibres, are used (Cheryan, 1998). In these fibres, feed flows from the outside of the fibre to the inside. Plate and frame This configuration consists of a stack of plates and flat sheet membranes, much like a filter press arrangement (Fig. 2). The flat sheet membrane and its support are sandwiched together in large numbers to form a module. Feed flows parallel to the membrane surface, and permeate is chanelled out of the module. Plate and
frame configurations are available in horizontal as well as vertical designs. The surface area-to-volume ratio is between hollow fibre and tubular designs. The required pumping energy is around 0.5-0.7 kW/m 2 (Maubois and Brule, 1982). Spiral-wound This configuration is the most widely used in the dairy and food industries and is also the most inexpensive (Fig. 3). Spiral-wound membranes consist of two flat sheet membranes along with spacers wrapped around
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Figure 2
Plate and frame UF system (courtesy of GEA filtration, Hudson, Wl, USA). (See Colour plate 2.)
264
Application of Membrane Separation Technology to Cheese Production
.,a,,
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,~
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Spiral-wound UF membranes (courtesy of GEA filtration, Hudson, WI, USA). (See Colour plate 3.)
a perforated permeate-collecting tube (Cheryan, 1998). As feed passes over the membrane surface, permeate
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spirals its way to the centre of the tube. Spacers are
included in the assembly to promote turbulence, thereby minimizing fouling, but sometimes cleaning and sanitizing difficulties are experienced, especially when highly viscous retentates are recirculated. Spiralwound membranes are available for UE RO, MF and NF applications. The nature of the membrane support and the general design permit operation at high transmembrane pressures without damaging the membrane.
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.,~-
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Vibrating membrane system Developed by the Pall Corporation (Boston, MA), this is a relatively new concept in w h i c h vibration energy is used to reduce the thickness of the fouling layer and consequently to improve the flux rate. This is accomplished by vibrating a disc filter stack at 5 0 - 6 0 Hz on the vertical axis to generate shear rates of 100 0 0 0 150 000 s -1 on the membrane surface. Membranes are bonded to b o t h sides of stainless steel discs, w h i c h are then arranged in a stack to obtain a total membrane surface area of up to 40 m 2 (Fig. 4). W i t h this system, it has b e e n possible to separate milk proteins effectively. W h i l e commercial applications have not been
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Figure 4 Vibrating membrane system (courtesy of Pall Corporation, Portsmouth, UK). (See Colour plate 4.)
Application of Membrane Separation Technology to Cheese Production
developed yet, there is potential for the future (Hurwitz and Brantley, 2000). Good quality membrane material is critical for the proper operation of UF, RO, MF or NF plants. Cellulose acetate was the most common material for UF and RO membranes but these have now been almost completely replaced by polysulphone membranes, especially for UF applications. Numerous other materials have been assessed, e.g., polyamide, polyimide, polyvinylidene fluoride, etc. Mineral membranes, specifically zirconium oxide, or titanium oxide supported by carbon or by alumina and ceramic membranes are now being used increasingly for UE MF and even NE These materials have high mechanical strength and tolerate wider pH and temperature ranges than polymeric membranes. They are more expensive but have a substantially longer life than organic membranes (at least 5 years compared to 18 months). The above overview is concerned only with membrane processes used in cheese applications. Other membrane processes, such as dialysis and electrodialysis and details of UE RO, MF and NE such as flux rates, thermodynamics of operation, fouling and concentration polarization have been discussed in depth elsewhere (Cheryan, 1998; Meireles-Masbernat et al., 1998) and will not be addressed here.
Membrane Applications in Cheesemaking Ultrafiltration is the most widely used membrane process for cheesemaking and is fairly well-advanced. Microfiltration techniques for the removal of bacteria, separation of milk fat globules and enrichment of micellar casein have been developed and have already entered industrial operations. To successfully make cheese by UF or ME specific properties of the protein-enriched products must be well understood because they strongly determine the quality of the end products, as well as economy of the use of the membrane technology. Properties of UF retentates
Buffering capacity If milk is ultrafiltrated at its normal pH (6.6-6.8), mineral salts (Ca, Mg, P) bound to casein micelles are concentrated in the same proportion as proteins. This results in an increase in the buffering capacity of UF retentates which will consequently modify the basic parameters of the cheesemaking p r o c e s s - acidification kinetics by lactic acid bacteria, ultimate pH value, rennet coagulation kinetics and rheological characteristics of the curd, activity of ripening enzymes, lysis of mesophilic lactic acid bacteria during ripening (Saboya et al., 2001), growth and rate of survival of spoilage
265
flora (Rash and Kosikowski, 1982) and water-holding capacity of the cheese mass during ripening. A similar increase in buffering capacity is also observed when milk is specifically enriched in micellar casein by the use of 0.1 txm MF membranes. According to the volumetric concentration factor (F) (ratio of the volumes of milk and retentate), higher production of lactic acid by lactic starter bacteria is required to obtain optimum pH in cheese, usually 5.2 in hard cheeses and 4.6 in soft and fresh cheeses. For the latter category, the increase in required lactic acid production was quantified by Brule et al. (1974) and was expressed as: QL=4.4F
+ 1.5
where QL is g of lactic acid per kg of pH 6.7 UF retentate. Consequently, for most cheese varieties, use of pH 6.7 retentates results in acid-tasting products (Maubois, 1979). On the other hand, a large quantity of calcium salts is released into the aqueous phase of cheese curd during acidification. Ionic strength is strongly increased and casein micelle aggregation is modified. Cheese texture is crumbly or sandy (Brule et al., 1975), and spreadability and stretching properties are poor (Green and Grandison, 1987). The buffering effect of pH 6.7 UF retentates leads to higher numbers of lactic starter bacteria in curd and resulting cheese than in non-UF curd and cheese (Mistry and Kosikowski, 1985; Goudedranche et al., 1986). While this may result in bitterness in some cheeses, such as Quarg (Mortensen, 1985), it has been used to advantage in the development of a new bulk starter (Mistry and Kosikowski, 1986a). This starter is manufactured by fermenting a whole or skim milk retentate containing 12% protein with a mesophilic lactic culture at 22 ~ for 12-15 h (Fig. 5). It has a built-in internal pH control mechanism due to the buffering capacity of the UF retentate, which maintains the pH of the starter steady at 5-5.2. It, therefore, has a greater activity than traditional bulk starters made from pasteurized milk and maintains its activity for 10-12 h at room temperature. The UF retentate starter also has a high protein content which contributes to increased cheese yield (Mistry and Kosikowski, 1986b; Mistry, 1990), making it suitable for either traditional or UF cheesemaking. The increased buffering capacity of pH 6.7 UF milk could also offer a favourable environment for the growth and survival of certain bacteria such as enteropathogenic E. coli (Rash and Kosikowski, 1982). This underscores the importance of adjusting the mineral content of UF retentates to avoid the unfavourable consequences in cheesemaking due to the increase in buffering capacity of pH 6.7 UF milk. This aspect was
266
Application of M e m b r a n e Separation Technology to Cheese Production
Raw Whole Milk U Itra filtra tio n
4:1 Whole Milk Retentate
i
k..l Heat to 85~ for 30 min and cool to 22~
I
Inoculate with lactic culture
i Incubate at 22~ for 12 hours
II RETENTATE
STARTER
Figure 5 Flow diagram for the production of retentate starter (derived from Mistry and Kosikowski, 1986a).
emphasized by Brule et al. (1974), who suggested several suitable ways for adjusting the mineral salts content of UF retentates, which is specific for each cheese variety. The first method involves a reduction in milk pH before or during ultrafiltration by the growth of a lactic starter or by any approved acidifying agent (glucono-8-1acatone or organic acids in some countries). Acidification leads to solubilization of colloidal calcium and magnesium phosphate salts, which pass into the permeate. Reduction of milk pH from 6.6 to 6.0 and 5.6 increases the Ca content of UF permeate from 0.38 to 0.50 and 0.80 g per kg, respectively. Consequently, a 5X UF retentate obtained at pH 5.6 has a Ca content 2.6 times that in milk instead of 3.8 times for the 5X UF retentate prepared at pH 6.6 (Brule et al., 1974). The second method, which eventually can be combined with the first one, is the addition of NaC1 (0.5-0.9%, w/w) to UF retentate during or after ultrafiltration. The increase of ionic strength resulting from NaC1 addition reduces the ionization of casein phosphoseryl groups and consequently leads to solubilization of colloidal calcium in the permeate or in the aqueous phase of UF retentate (up to 15-18%, w/w, depending on the pH and amount of NaC1 added)
(Brule et al., 1974). An increase of ionic strength also lowers the isoelectric pH of casein, which may offer an increased security margin to the cheesemaker for handling acidified UF retentate. Addition of NaC1 to milk or reduction of the pH by acidification reduces UF flux because of increased membrane fouling but it is obvious that any cheesemaker will prefer to have satisfactory cheeses even at the expense of reduced performance of UF equipment rather than defective cheeses resulting from a process involving the highest UF flux. It must also be remembered that milk having a pH lower than 5.0, when ultrafiltered, leads to a higher UF flux than that observed at pH 6.7 because of the weak texture of the polarization layer at the isoelectric pH of casein (Mahaut et al., 1982). Rheological behaviour of UF retentates Milk can be considered as a Newtonian liquid, while UF retentates behave differently. The higher the protein content and/or the lower the temperature, the more pseudoplastic is their behaviour (Culioli et al., 1974). Such a rheological behaviour must be taken into consideration in the design and in the operating parameters of UF equipment (for example, in the restarting procedure after an electrical failure to avoid a hydraulic ram). The viscosity of UF retentates increases markedly with an increase in their protein content. At 30 ~ at a shear rate of 437.4 s-1, the observed viscosity is 45 cP at a protein content of 19.6%, w/w, and 370 cP at a protein content of 20.6%, w/w (Culioli et al., 1974; Goudedranche et al., 1980). The manufacture of semihard or related cheese from these highly viscous UF retentates requires removal of all dissolved gases which are entrapped in the liquid and the use of special mixing devices (static and dynamic) to enable thorough blending of rennet and lactic starters (Maubois, 1987). If dissolved gases are not removed by application of a vacuum, a spongy curd is obtained and the appearance and the taste of the cheese are poor. If rennet is not mixed satisfactorily, the resulting curd will be flaky due to localized coagulation. Rennet coagulation If the same amount of rennet is added to equal volumes of milk or UF retentate, the rennet-clotting time is not affected by the increase in protein content (% P) but the time from clotting to cutting is reduced (Maubois and Mocquot, 1971; Garnot et al., 1982; Lucisano et al., 1985; Garnot, 1988; Maubois, 1989). This is the net result of numerous phenomena - there is an increase in the velocity of the enzyme reaction as the protein content is increased (Garnot, 1988) but
Application of Membrane Separation Technology to Cheese Production
the degree of proteolysis at gelation decreases as % P increases. At pH 6.6 and at the normal casein content of milk, coagulation occurs when 80-90% of the K-casein has been hydrolysed. However, in a 4X UF retentate, hydrolysis of only 50% is necessary for curd formation (Dalgleish, 1980). Because the secondary phase of rennet action is a diffusion-controlled process, an increase in protein content leads to a sharp increase in the rate of aggregation (Garnot, 1988). The final firmness of rennet-induced coagulum is generally directly related to the casein content (Maubois and Mocquot, 1971, 1975; Maubois et al., 1972, 1973; Korolczuk et al., 1986; Kosikowski, 1986b; Ferron-Baumy etal., 1991). This is of particular importance when low-concentrated retentates (LCR) are used to make cheese because traditional equipment is employed. This would require stronger knives and agitators to handle the firmer, stronger coagulum (Kosikowski et al., 1985b). If the primary phase of K-casein hydrolysis by rennet is slightly affected in UHT milk (Ferron-Baumy et al., 1991), coagulation does not occur owing to the increased electronegativity of the casein micelles resulting from the covalent binding of [3-1actoglobulin with K-casein (Dalgleish, 1990). Erdem (2000) has suggested that a decrease in the surface hydrophobicity of proteins due to UF is the cause of the unique renneting properties of UF milk. Increasing the protein content by UF before or after UHT treatment restores curdforming ability (Maubois et al., 1972). According to Ferron-Baumy et al. (1991), such a phenomenon would result from lowering the zeta potential of casein micelles on UE This hypothesis, which must be confirmed by direct observations, agrees with the fact that UF retentates coagulate at a lower degree of K-casein hydrolysis than normal milk. Applications of UF in cheesemaking
Cheesemaking using UF can be divided into three main categories: 1. protein-standardized milk; 2. intermediate or medium concentrated retentates; 3. liquid pre-cheeses, i.e., UF retentates having the composition of the cheese variety to be made. P r o t e i n - s t a n d a r d i z e d milk
The protein content of milk collected by dairy plants varies according to season due to multiple f a c t o r s stage of lactation, weather, feeding and breed of lactating cows. Such a variation in the composition of the incoming milk requires adjustment of processing parameters by cheesemakers. Moreover, at a low protein content the rennet-induced coagulum is weak and leads to relatively high losses of caseins as fines in
267
whey. A slight increase in the protein content by UF eliminates these difficulties. In many cheese plants, generally those using highly mechanized equipment, the protein content of cheese milk is increased to 3.7-4.5% throughout the year (Korolczuk et al., 1986; Mietton, 1990). Protein-standardized milk is used in Europe for the manufacture of Camembert cheese (Korolczuk et al., 1986) using an Alpma coagulator or similar equipment. It is also used for semi-hard and hard, cooked cheese. In the USA, the acronym, LCR (lowconcentrated retentates), was proposed (Kosikowski, 1986b) to characterize this use of UF in cheesemaking. Several pilot plant and industrial studies have reported on the use of the LCR concept for Cheddar and other hard cheeses using either direct concentration or supplementation (Chapman etal., 1974; Kealey and Kosikowski, 1985; Kosikowski et al., 1985b; Sharma et al., 1989). These studies concluded that the optimum degree of concentration for making these cheese varieties is between 1.7:1 and 1.8:1. In the LCR or protein standardization process, cheese is made using conventional equipment and a cheese plant can easily adapt this application of UE Manufacturers of UF equipment have now proposed specially designed ultrafiltration systems that are equipped with in-line protein and fat sensors (Friis, 1985). This will make it possible to determine the fat and protein content of the incoming milk and to standardize the cheese milk for fat and protein simultaneously. The cost of UF for this application is balanced by a slight increase in manufacturing efficiency due to increased production of cheese per vat per day, reduced rennet requirements, improved quality of cheese (Kosikowski, 1986b) and a slight increase in yield (generally less than 1% for most varieties). This increase in yield results from reduced losses of fat and casein particles in whey and better retention of whey proteins in the aqueous phase of cheese. The increase in retention of whey proteins with LCR is relatively small compared to the MMV process. The effect of this on cheese yield can be estimated according to the formula proposed by Vandeweghe (2000). Another advantage is the possible added value of the resulting whey, which has an increased content of protein/total solids. However, it must be said that in industrial situations these advantages are minor. Therefore, it is somewhat surprising that a large number of UF plants have been installed for protein standardization in Europe. An indirect but important advantage of the LCR/protein standardization concept is the utilization of permeate to reduce the protein content of fluid UHT milk to the minimum required by l a w - 2.8%, w/w, in most EC countries but 3.15%, w/w, in France. Such a practice, which is forbidden in the EU since
268
Application of Membrane Separation Technology to Cheese Production
1997, had led to considerable profit for many UHT milk processors. The payback of UF investment was less than six months. While it is possible to detect dilution of milk with water, it is impossible to detect dilution with permeate. A number of cheese varieties have been made using the LCR concept. These include Cottage (Mattews et al., 1976; Athar et al., 1983; Kosikowski et al., 1985a; Kealey and Kosikowski, 1986b; Zall and Chen, 1986), Mozzarella (Fernandez and Kosikowski, 1986a,b) and Saint Paulin (Abrahamsen, 1986). Industrial and pilotplant trials with Cottage cheese indicate that a concentration ratio in the range of 1.2:1.7 is optimum for yield, flavour and body characteristics. Above these levels, the texture becomes firm and the cheese has a fiat flavour. Thermization of milk (74 ~ for 10s) prior to UF gives the highest increase in Cottage cheese yield compared with thermization after UF or no thermization (Zall and Chen, 1986). Good-quality low-moisture Mozzarella cheese with excellent stretching and melting properties can be produced from low-concentration retentates at 1.75:1.0 ratios (Fernandez and Kosikowski, 1986a,b). Cheese from higher concentrates was firmer and had greater fat losses in the brine. Using LCR, it is possible to produce both starter-acidified and directly acidified Mozzarella. The LCR concept has also been applied to Brick and Colby cheese (Bush etal., 1983). LCR Brick cheese had a lower pH and higher fat losses in whey than in controls. The cheese was firmer and more mealy and scored lower in overall preference than control cheese. For Colby, the use of UF made it possible to eliminate the curdwashing step. Sensory scores were similar to those of controls. Reduction in cooking time and rennet usage was reported. In studies on Edam cheese by Pahkala et al. (1985), 2:1, 4:1 and 6:1 retentates were used. LCR (2:1 concentration) produced the best cheese with the fewest defects. In this cheese, the rate of proteolysis of o~sl-casein was similar to that in control cheese but that of [3-casein was slower. With UF Danbo cheese, made from 2:1 diafiltered UF milk, a slight increase in yield, a 50% reduction in rennet requirements, and a 40% increase in the cheesemaking capacity of vats was possible (Qvist et al., 1985). The LCR concept for cheese appears to have been well-accepted commercially for cheeses such as Cheddar, mainly because of increased yield without the need for additional equipment. Its application in correcting the effects of seasonal variation in milk composition on Cheddar cheesemaking has been studied (Broome et al., 1998a,b). It was suggested that when milk was ultrafihered up to 4.5%, w/w, protein, the moisture content of Cheddar cheese was optimal
and the yield increased. A recent study demonstrated the possibility to further enhance the impact of UF on cheesemaking by homogenizing the cream (Oommen et al., 2000). Cream containing 35%, w/w, fat was homogenized and mixed with skim milk and UF milk to obtain 6%, w/w, protein for Cheddar cheesemaking. Fat recovery in the cheese was 96.8% compared with 94.7% for the control cheese. It was possible to also improve the meltability of cheese as well as its texture. The LCR concept has been used to improve the quality of low-fat cheeses. Uhrafihered sweet buttermilk has been used to manufacture low-fat Cheddar (Mistry et al., 1996; Turcot et al., 2002), Mozzarella (Poduval and Mistry, 1999) and Processed cheese (Raval and Mistry, 1999). The UF of buttermilk allows for the selective concentration of its phospholipid content, which may play a role in developing the texture of cheese. Medium or intermediate concentrated retentates
Numerous cheese varieties, ranging from soft to hard, have been made from medium-concentrated retentates. In this approach, cheese is made by using specially designed equipment able to cut and handle the firm gel resulting from the coagulation of 2:1-5:1 concentrated retentates, eventually diafihrated with pure, salted or acidified water. The main application, which is in industrial operation, is the manufacture of structured Feta cheese (Hansen, 1985). An Australian dairy research team, in collaboration with the APV firm, developed this process. Commercial plants were installed in Australia and USA but the process has been discontinued for technical and economic reasons. The details of the process have been discussed by Mistry and Maubois (1993). This process had the potential to increase cheese yield by 6-8% under continuous and automated conditions. APV-sirocurd p r o c e s s .
Structured Feta-like cheese. This approach in making Feta-like cheese was developed in Denmark in response to consumer demand from many Mediterranean countries where people desired cheeses having an appearance and texture (presence of mechanical holes) similar to those of traditional products, characteristics they did not find in UF Feta-like cheese made from liquid pre-cheeses (Mortensen, 1985). Pasteurized, fat-standardized milk, generally homogenized at 18 MPa and 60 ~ is uhrafiltered at 50 ~ The final concentrate contains 28.5%, w/w, TS, which corresponds to a concentration factor of 3:1. Lipase, starter culture or glucono-5-1actone are added to the UF retentate, previously homogenized at 5 MPa at 65 ~ heat-treated to 80 ~ for 60 s and cooled to 34 ~
Application of Membrane Separation Technology to Cheese Production
After a short storage period in a tank, the UF retentate is pumped to specially designed Alfa-Laval Alcurd or Pasilac equipment. Rennet is added in-line. In both types of equipment, rennet is mixed thoroughly and the UF retentate coagulates in tubes. The resulting coagulum is removed from the tubes, cut into cubes, moulded and drained (16-24 h at 10-14 ~ until the pH has decreased to 4.8 (Skovhauge, 1987). The product of this process is virtually indistinguishable from the traditional product. A yield increase of about 14% on a solids basis is claimed over the traditional process (Mortensen, 1985), a far smaller value than that obtained with the process using liquid pre-cheese (30%). Such a difference explains why only a few plants produce structured Feta-like cheese. Other cheeses produced from medium concentration retentates. Several experiments on the use of UF
retentates of up to 5:1 concentration have been reported for making Havarti, a semi-soft cheese of Danish origin, containing approximately 26%, w/w, fat and 56%, w/w, solids (Bundgaard et al., 1972; Qvist et al., 1986, 1987; Qvist, 1987). Cheese milk used in these experiments was not pre-acidified, and diafihration was not performed with acidified water. Consequently, the buffering capacity of the UF retentates was high and it was reported that more starter was required than with the traditional process or the use of specially selected cultures (Skovhauge, 1987). However, the taste and the flavour of UF cheeses were similar to the traditional product. The texture was, nevertheless, softer and the melting properties poorer. A 10% saving in the cost of skim milk cheese manufacture was claimed, resulting in a net profit of US$42 000 per year for a production of 600 tonnes of cheese (Skovhauge, 1987). In experiments with Gouda cheese (Spangler et al., 1989, 1990), whole milk was first ultrafiltrated to 3.3:1 and then diafiltered to 3.6:1-5:1 concentration. Gouda cheese produced from 5:1 retentate was similar in moisture, hardness and proteolysis to controls produced from non-UF milk. A savings of 33% in the cost of rennet was reported. Flavour development in UF Gouda cheese could be accelerated by using a combination of liposome-entrapped enzyme and freezeshocked Lactobacillus helveticus cells. Attempts have also been made to manufacture Blue cheese from UF milk (Mahaut and Maubois, 1978; Maubois, 1979; Abd E1-Salam et al., 1988). According to French studies (Mahaut and Maubois, 1978), the organoleptic qualities of cheese made from UF retentates with a protein content ranging from 3.2 to 10% and treated in traditional cheese vats were similar to reference cheese. Above 12%, w/w, protein, modifications of cheesemaking parameters and new cutting
269
and handling equipment were required to produce satisfactory Blue cheese. That was successfully accomplished in 1996 by the French Guilloteau Society which produced the award-winning 'La Roche' variety. Egyptian workers describe the use of recombined uhrafihered milk for making Blue cheese (Abd E1-Salam et al., 1988; Abdou et al., 1988; Dawood et al., 1988). General considerations on the use of intermediate UF retentates. Benefits accruing from the use of
intermediate UF retentates for making any cheese variety must be substantial enough to justify substitution of traditional cheesemaking technology. Moreover, the organoleptic quality must be acceptable to the consumer. Investments involve not only UF equipment, as in the LCR concept, but also additional equipment, such as curd makers. Increased cheese yield is strongly related to the volume concentration factor (F) and to the difference between the composition of the UF retentate and the final cheese (Jacobsen, 1985). The saving of skim milk increases logarithmically as the difference becomes smaller but UF-operating costs also increase logarithmically with E The economic study to be made by cheese plants to assess investment must also take into consideration the potential value of the two by-products o b t a i n e d - drained whey, which contains more protein and fat than normal whey, and permeate; each is of interest to a different downstream industrial network. Minor benefits also accrue from reduced rennet consumption and reduced requirement in volume and floor space. Liquid pre-cheeses (LPC concept)
In this approach, cheese milk is concentrated by UF to the composition of the drained curd being made before addition of rennet. There is very little whey drainage, and there is no need for cheese vats (Maubois et al., 1969; Maubois and Mocquot, 1971). This principle was first applied to Camembert cheese (Maubois etal., 1969; Maubois, 1979) but many applications have been developed successfully for the manufacture of other cheese varieties, ranging from 'fromages frais' or Quarg to semi-hard cheeses, such as Saint Paulin. Fresh unripened cheeses. In early attempts to apply UF for the manufacture of cheese varieties belonging to this category, milk was preconcentrated prior to starter and rennet addition. The cheese produced had a highly acid and metallic taste, frequently associated with bitterness. These defects were attributable to the high mineral content of the curd and consequently its high buffering capacity (Brul~ et al., 1975; Mahaut et al., 1982; Lawrence, 1987). Some reduction of acid flavour was observed when pre-acidified (pH 6.0) milk
270
Application of Membrane Separation Technology to Cheese Production
was ultrafiltered or when milk was concentrated to a higher degree than necessary and subsequently diluted with water (Brule et al., 1975). Introduction of new membranes, such as mineral membranes and specially designed membrane supports that permit the UF of high-viscosity products (Maubois, 1979; Herbertz, 1984a), has made it possible to solve this organoleptic defect completely by using the process initially proposed by Stenne (1973), i.e., first fermenting the milk to pH 4.6 with a conventional mesophilic culture, adding rennet and then ultrafiltering to remove lactose and mineral salts but retaining whey proteins. A high initial flux rate and a decrease in flux rate with concentration were observed when pH 4.6 milk was ultrafiltered (Mahaut et al., 1982), both phenomena being attributable to the highly porous structure of the polarization layer (Maubois, 1979). Because of the relatively high protein content (12%), this use of UF was successfully developed for the manufacture of Quarg, a German cheese variety (Baurle et al., 1984; Anon, 1984b,c; Herbertz, 1984b, 1985; Patel etal., 1986; Koch International GmbH, 1987). For application to similar French cheeses, which contain much less protein, it was necessary to develop specially designed UF equipment, which minimized the mechanical shear stress applied to the retentate (Fig. 6). The viscosity of pH 4.6-acidified curds decreases markedly with the increase of mechanical treatment imposed during centrifugal drainage or UF concentration (Mahaut, 1990). Thanks to UF technology, it was possible to make fresh unripened cheeses from buttermilk. Interest in using this new starting material, which has poor ren-
neting characteristics, because of the high heat treatment generally applied to cream before churning, is due to its high content in phospholipids, which give a very unctuous texture. Many other fresh unripened cheese varieties are now made according to the LPC approach or the MMV process. Some examples include Ricotta (Maubois and Kosikowski, 1978; Skovhauge, 1988), Cream cheese (Covacevich and Kosikowski, 1977; Resmini etal., 1984; Dos Santos Neves and Ducruet, 1988) and Mascarpone (Resmini et al., 1984; Sordi, 1984). The manufacture of Ricotta presents special problems because of the complexity of precipitation and requirements for suitable texture and flavour (Maubois and Kosikowski, 1978; Kosikowski and Mistry, 1997). In one UF process (Maubois and Kosikowski, 1978), whole milk is acidified to pH 5.9 with lactic starter, acid whey powder or food-grade acid and ultrafiltered at 55-60 ~ to 12%, w/w, protein. The acidified liquid pre-cheese is heated in a scraped-surface heat exchanger at 80 ~ and filled directly into packages. In another process (Skovhauge, 1988), milk or whey is pasteurized, acidified to pH 6.3 and ultrafiltered to 30%, w/w, solids at 50 ~ The retentate is heated to 90 ~ at a pressure of 1-1.5 bar, following which the pressure is reduced to atmospheric to aid curd formation. The product is cooled to 70 ~ packaged and chilled to 10 ~ No whey drainage occurs. Another interesting application of UF for the manufacture of cheese varieties belonging to this high-moisture category is the procedure developed for the production of 'Faisselles' or 'country cheese'. Traditionally,
lm
i
'
! m
Figure 6 Commercial UF system for the production of fresh cheese from pH 4.6 milk (courtesy of TIA, Bollene, France). (See Colour plate 5.)
Application of Membrane Separation Technology to Cheese Production
this cheese is made from whole milk inoculated at 18-22 ~ with a mesophilic starter and rennet. After overnight cooling to 12-16 ~ pieces of coagulum are scooped by hand into moulds for slight whey drainage. The drained curd is then removed, always by hand, from the moulds and gently laid down in the retail cups. This production was disappearing because of the increasing cost of labour. Use of UF has allowed the draining step to be eliminated and consequently labour requirements are reduced substantially. The production of this cheese variety has now reached its former m a x i m u m level (Maubois, 1985). Soft cheese. Camembert, a French surface-moulded cheese variety, was the first cheese to be made according to the MMV principle (Maubois etal., 1969; Maubois and Mocquot, 1971). Several recipes were proposed (Maubois and Mocquot, 1975; Maubois, 1979, 1989) to optimize the use of UF with industrial cheesemaking constraints (24-h production of UF retentate with moulding for 16 h) and to obtain the very delicate equilibrium in calcium salts in the curd required to obtain texture and flavour similar to traditional Camembert cheese. The procedure used with the continuous moulding and demoulding equipment, 'Camatic', developed by Alfa-Laval (Hansen, 1981; Gutter, 1984; Korolczuk et al., 1986), is the followingHTST-pasteurized milk is ultrafiltered at 50 ~ to a pre-cheese concentration of 5:1 and a total solids content of 35%, w/w. The resulting pre-cheese is cooled to 30 ~ and 2%, w/w, mesophilic lactic starter and 0.75%, w/w, NaC1 are added. Then, the mixture is allowed to acidify to pH 5.5 and is automatically filled into forms with online inoculation with rennet. Curd wheels develop rapidly and are continuously and gently moved in the Camatic equipment for 45 min. After being inverted once, a continuous electric current is applied to each cheese between the air-exposed surface in contact with a carbon electrode and the stainless steel cup holding the cheese. Limited electrolysis of whey occurs and the use of an air injector allows perfect demoulding of the wheels onto cheese trays. Then, the fresh Camembert cheeses are brined for about 3 0 m i n , removed, sprayed with Penicillium camemberti spores and held for 12 days at 11-12 ~ to permit development of the white mould covering. A yield increase between 12 and 15% is obtained. Several units of Camatic equipment have been sold, mainly in Germany. In France, UF Camembert cheeses have encountered 'psycho-commercial' difficulties. The organoleptic qualities of UF Camembert were indistinguishable from those of traditional cheese but the bulk density of the UF cheese paste is much higher than
271
that of traditional cheese because there are no mechanical openings. Since French consumers are accustomed to buying Camembert cheese by the piece and not by weight, they are conscious of the volume of this cheese variety and get the impression that they receive less cheese for their money when buying UF Camembert (Qvist et al., 1985; Maubois, 1987). The commercial failure of UF Camembert has led French cheesemakers to develop new varieties, most of which have achieved a very rapidly growing production. For example, 'Pave d'Affinois' was developed in 1982 and reached a production of 5000 tonnes in 2000 (Fig. 7). This cheese is made from 4:1 UF whole milk retentate fermented with a thermophilic lactic starter. Rennet is added and the mixture is poured into rectangular plastic trays that are 5 cm high. The trays are set in an incubator at 43 ~ for 6 h to allow acidification and coagulation to occur. After cooling to room temperature, the cheese slabs are removed from the trays and cut with an automatic dividing knife to 96 pieces, each having the size and form of a small rectangular paving stone (approximately 7 • 5 • 5 cm). The resulting fresh cheeses are ripened for 10 days, as for Camembert (Korolczuk et al., 1986). Several other soft cheese varieties (bacterial and mould surfaceripened, Blue) have been developed according to the same principles and have achieved commercial success (Maubois, 2002). The greatest success worldwide of the MMV process is unquestionably the manufacture of Feta-like cheese (Fig. 8) (Hansen, 1980, 1984; Mortensen, 1985; Lawrence, 1987). Until the EU regulations changed market dynamics in 1997, Feta accounted for 35% of all cheese produced in Denmark and more than 90% of it was produced by UE Most of this cheese was manufactured for the Iran market but UF Feta cheese has been produced in Iran itself for several years (Ziabary and Hoffmann, 2001). The LPC concept for making Feta has made feasible an old dream of cheesemakers- to make the cheese in its retail package. Yield increases of 30% were reported, higher than could be expected from the retention of whey proteins in the cheese (22% at most). The difference must be related not only to the total elimination of curd particle and fat losses arising from the coagulation and curd cutting inside the retail tins but also to the retention in the curd of all the K-caseinomacropeptide (4%, w/w, of the casein content of the LPC). A similar concept was applied to the manufacture of Domiati, an Egyptian cheese v a r i e t y - 5:1 UF whole milk retentate was homogenized, 5%, w/w, NaC1, 2%, w/w, lactic starter and lipase-rennet mixture were added prior to pouring into 18-kg tins (A1 Khamy, 1988) or Tetra Pak packages.
272
Application of Membrane Separation Technology to Cheese Production
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q u e n t c o n t i n u o u s process for l o w - m o i s t u r e Mozzarella ( R e s m i n i et al., 1984; K o s i k o w s k i , 1986b), p a s t e u r i z e d s k i m m i l k was pre-acidified to p H 6.0 to r e d u c e its calc i u m c o n t e n t . It was t h e n u h r a f i l t e r e d / d i a f i h e r e d at 54 ~ to a p p r o x i m a t e l y 10:1 c o n c e n t r a t i o n . T h e retentate was b l e n d e d w i t h c r e a m to o b t a i n 20%, w/w, fat, 28%, w/w, p r o t e i n , a n d t h e n d o s e d w i t h starter and rennet. C o a g u l a t i o n o c c u r r e d c o n t i n u o u s l y , followed by c o n v e n t i o n a l s t r e t c h i n g a n d m o u l d i n g at p H 5.2. Some p r o b l e m s e n c o u n t e r e d w i t h this process i n c l u d e d p o o r
U F p r o c e s s e s for M o z z a r e l l a have b e e n r e p o r t e d since the m i d - 1 9 7 0 s ( C o v a c e v i c h a n d K o s i k o w s k i , 1978). In o n e of the first a t t e m p t s to use the M M V p r i n c i p l e for M o z z a r e l l a c h e e s e ( C o v a c e v i c h a n d K o s i k o w s k i , 1978), r e t e n t a t e s w e r e a d j u s t e d to 33.6% solids w i t h freeze-dried r e t e n t a t e , a n d t h e n b l e n d e d w i t h 69% fat c r e a m to 4 5 - 5 0 % solids. This m i x t u r e was f e r m e n t e d , a n d r e n n e t c u r d was p r e p a r e d . It was conc l u d e d that diafiltration is r e q u i r e d to p r o d u c e g o o d flavour, s t r e t c h a n d m e l t i n g characteristics. In a s u b s e -
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of T I A , B o l l e n e , F r a n c e ) . ( S e e C o l o u r p l a t e 7.)
Application of Membrane Separation Technology to Cheese Production
stretching characteristics of the cheese. Lack of proper stretching of UF Mozzarella cheese may be attributed to the incorporation of large quantities of whey proteins and their denaturation during cooking, an improper calcium:protein ratio (Hansen, 1987; Lawrence, 1987), inadequate removal of dissolved gases and incomplete blending of rennet (Maubois, 1987). Semi-hard cheeses. Saint Paulin is a bacterial surface-ripened, semi-hard cheese of French origin and contains approximately 47%, w/w, moisture and 2.5%, w/w, salt (Kosikowski and Mistry 1997). In the manufacture of this cheese by UE it is necessary to obtain at least 21~163w/w, protein (450s w/w, solids) (Maubois, 1979). This is more easily attainable with mineral membranes (Goudedranche et al., 1980) than with polymeric membranes. Procedures have been developed for both brine-salted and dry-sahed cheese. Increases in cheese yield up to 19% may be realized, with 85% savings in rennet (Goudedranche et al., 1980). Acid flavour and slow ripening of UF Saint Paulin cheese can be controlled by reducing the lactose and ash content of the retentate to less than 1.9% each (Delbeke, 1987). The flavour of UF Saint Paulin may be improved by adding lysozyme at 0.5-1.0g/1 (Goudedranche etal., 1986), which increases the proteolytic count and reduces the mesophilic count of the cheese or by adding broken lactococci cells (Saboya et al., 2001). A new cheese variety, with propionic bacteria fermentation, has been studied in France (Ducruet et al., 1981; Maubois, 1987). The procedure includes the preparation of a 7.5:1 retentate in two steps - first with continuous diafihration at 3.0:1 concentration regulated by a refractometric sensor inserted in the permeate line, followed by heat treatment at 4.0:i concentration, and second, with continuous ultrafihration to 7.5:1 using specially designed equipment (short cartridges and positive displacement recirculation pumps) for handling highly viscous products. Original mixing devices for starters and rennet addition were used. The moulding equipment includes a vacuum step for removing dissolved gases and a special injection head for pouring renneted LPC into two-part spherical or cylindrical moulds.
Other applications of the LPC concept. Jolly and Kosikowski (1975) pioneered an original application of UF in processed cheesemaking by proposing the substitution of UF skim milk retentate previously incubated with blue mould spores for aged cheeses. Some interesting results were reported by Sood and Kosikowski (1979) for the replacement of Cheddar cheesefully acceptable processed cheese was obtained by substituting 40% of aged Cheddar cheese by enzyme-treated UF retentate containing up to 30%,
273
w/w, solids. On the other hand, cheese base made by UF can satisfactorily replace the young cheese component in the manufacture of conventional processed cheese. An Australian process (Ernstrom et al., 1980) was commercialized in the USA (Kosikowski, 1986b). In this process, whole milk or whole milk acidified to pH 5.7 was ultrafiltered to 40% of its original weight and then diafiltered to 20% of its original weight. The product was fermented with a lactic starter for 16 h at 30~ and then vacuum-evaporated to 64%, w/w, solids. A similar process was developed in Denmark (Madsen and Bjerre, 1981b). Spraying pre-fermented LPC onto the surface of fresh cheese curd instead of using hand or mechanical washing can also represent an interesting improvement of the process for making bacterial surfaceripened varieties because it allows for a concentrated layer of lactic acid bacteria on the surface of the cheese and thereby avoids generalized contamination by undesirable bacteria such as Listeria or Pseudomonas and accelerates ripening. By means of ultrafiltration and drying, a pre-cheese powder can be produced for subsequent reconstitution and conversion into cheese (Maubois etal., 1973; Glover, 1985). The primary use is for export to countries with low milk production or where the milk supply is very seasonal. In the importing country, the user needs only to add water, starter and rennet to make cheese (Maubois and Fauconneau, 1977; Madsen and Bjerre, 1981a). Such powders could also be used in dairy countries for home-cheesemaking (Maubois et al., 1973; Le Graet and Maubois, 1979). Pre-cheese powders offer many advantages to both exporting and importing countries- cheesemaking characteristics are better than those of even low-heat normal milk powders (Maubois et al., 1973; Le Graet and Maubois, 1979; Lablee, 1982; Mahaut and Maubois, 1988), cheesemakers in the importing country have no whey problem, and economy of production is favourable for both countries since both spray drying and transport costs are cheaper than those for normal milk powder (Maubois and Fauconneau, 1977). However, this application of UF has found very few uses, mainly because of the regulations of dairy-exporting countries, such as the USA and the EC, which subsidize the export of milk solids regardless of the amount of liquid milk used to make 1 kg of these milk solids (Maubois and Fauconneau, 1977). Cheese quafity Texture. Although UF cheeses offer moderate to significant yield benefits and have been well-accepted by consumers, they possess some inherent characteristics that make them unique with respect to composition,
274
Application of Membrane Separation Technology to Cheese Production
ripening characteristics and texture qualities. It has even been suggested (Lawrence, 1987; Lawrence et al., 1987) that separate standards of identity for UF cheeses would be advisable, and that a new range of cheese varieties should be developed rather than duplicating traditional varieties. Most texture defects of UF cheeses, such as sandiness, firmness or crumbliness, are caused by the higher content of Ca salts if UF retentates of pH 6.7 are used for making cheese. Mineralization of the drained curd (total Ca and repartitioning of Ca between the casein matrix and the soluble phase) play an essential role in the rheology of the cheese variety (Maubois and Kosikowski, 1978; Kindstedt and Guo, 1998). The mineral content may be adjusted as described above under Properties of UF Retentates. One of the most notable characteristics of UF cheese is the incorporation of whey proteins in the cheese. The quantity of whey proteins retained depends on the variety and the degree of UF concentration. If all the whey proteins of milk are retained, they will represent approximately 20% of the total protein in the cheese. Lower quantities will be retained when the LCR method is used. Part of the casein is replaced by whey proteins, which act as an inert filler and may soften the cheese (De Koning et al., 1981). On the other hand, the water-binding capacity of whey proteins is much higher than that of casein, and UF cheeses are less susceptible to drying during retailing than traditional cheeses. UF cheeses also contain more Ca phosphate salts and K-GMP, both components with interesting nutritional and nutraceutical properties (Maubois et al., 2001).
Proteolysis and ripening characteristics. It has been commonly observed that UF cheese ripens more slowly than traditional cheese (De Koning et al., 1981; Hickey et al., 1983; Creamer et al., 1987; Lawrence et al., 1987, Furtado and Partridge, 1988; Harper etal., 1989; Guinee etal., 1994, Broome etal., 1998a,b). Generally, the larger the amount of whey proteins incorporated, the slower the flavour development. Large variations in the flavour quality of UF cheese have also been observed and these have been attributed to the varying levels of immunoglobulin and proteosepeptones in the whey proteins (Lawrence et al., 1987). The effect of whey proteins on flavour development is less pronounced in LCR cheeses due to the smaller quantities of whey proteins present but is more significant in cheeses made from higher retentate concentrations and those that are ripened for long periods. The retarded maturation could be due to several reasons. The high content of 13-1actoglobulin in UF cheeses could inhibit to some extent the general prote-
olytic activity of rennet (Creamer et al., 1987) and plasmin (Visser, 1981). Undenatured whey proteins found in UF cheeses are resistant to proteolysis by these proteases, as well as by starter-derived enzymes. The high buffering capacity of UF cheeses prepared from pH 6.7 ultrafihered milk is the most probable cause. Indeed, it retards or even completely inhibits the rate of autolysis of mesophilic lactic starter (GoudCdranche et al., 1986; Saboya et al., 2001) and consequently hydrolysis of the casein network. The rate of CXsl-casein breakdown, as well as of [3-casein, has been found to be reduced in UF cheese (Creamer et al., 1987). The rate of flavour development of UF cheese may be improved by adding flavour-producing enzymes (Spangler et al., 1990) or cell extracts (Saboya et al., 2001) which are totally retained in the retentate, contrary to what happens in traditional cheesemaking where 80-90% of the added enzyme is lost in the whey. Non-starter bacteria or slow-acidifying lactic micro-organisms may be used for their proteolytic and flavour production potential because UF cheesemaking permits separate management of acidification, drainage and ripening flora.
Functionafity. When cheeses are used as ingredients, various characteristics become important. These include melting behaviour, shredding ability, viscosity and stretchability (Kosikowski and Mistry, 1997). The uhrafiltration of milk prior to cheesemaking alters the physico-chemical properties of cheese in a way that has a distinct impact on some of these functional properties. Acharya and Mistry (2002) reported that the meltability of processed cheese manufactured from Cheddar cheese base made from uhrafihered milk (up to 6% protein) is lower than that from control (regular) Cheddar. These cheeses also had the highest calcium content. These observations were also true for the base Cheddar cheese; Cheddar cheese made from UF milk containing 6% protein had a melting value of 62 mm compared to 77 mm for the control. Likewise, the viscosity of molten processed cheese at 80 ~ was significantly higher for the UF cheese (1043 cP) than for the control (557 cP). Methods to reduce the calcium content of cheese, such as pre-acidification, should help improve functionally. Madsen and Qvist (1998) attributed the impaired melting of UF Mozzarella cheese to the presence of whey proteins and suggested the use of proteolytic enzymes to accelerate the degradation of casein to improve melting. The primary cause of the altered functionality appears to be the difference in the calcium equilibrium and its relationship with the casein structure but the texture and the proteolysis characteristics discussed earlier are also involved. For example, the reduction in
Application of Membrane Separation Technology to Cheese Production
275
the rate of proteolysis and the presence of whey proteins impact directly on the melting characteristics of cheese. The consumer is the final judge of cheese quality and the success of any new cheese or traditional cheese made with new technology, such as membrane separations, will depend to a large extent on acceptance by consumers.
acceptance in cheesemaking. However, there are several plants in the USA that already use thermal evaporators to pre-concentrate cheese milk (Sandfort, 1983; Honer, 1984). Excess lactose and minerals in the curd are removed by washing with water. Benefits of the overall process must therefore be examined closely.
Reverse osmosis in cheesemaking
On-farm concentration
Richardson (1929) proposed the use of evaporated milk in cheesemaking. This idea was revived some 30 years later by Stenne (1964), but within the framework of an original combination with the observations of Berridge (1951) on the separation of the primary and secondary phases of rennet action at a low temperature. The same basic idea lies behind increasing the solids content of cheese milk by adding dried milk or by concentration using reverse osmosis. For Cheddar cheesemaking, reverse osmosis was proposed for preconcentrating whole milk to 20-25% solids (Agbevavi et al., 1983; Barbano and Bynum, 1984; Bynum and Barbano, 1985; Mayes, 1985; Schmidt et al., 1986). Cheesemaking is conducted in traditional equipment, and the gross composition of the resulting cheese is identical to that of cheese from unconcentrated milk. The amount of starter and rennet required are reduced by 50 and 60%, respectively (Agbevavi et al., 1983), and with a 20% milk volume reduction by RO, a 2-3% increase in cheese yield can be expected (Barbano and Bynum, 1984). However, fat losses in the whey increase with increasing solids concentration due to a partial homogenization effect during processing. A sudden release of pressure during RO can induce lipolysis in the milk and cheese. A 15% volume reduction, representing 1.8:1 concentration, has been reported to be optimal (Barbano et al., 1983). For Cottage cheese, a 5% increase in yield can be realized with an 8% skim milk volume reduction by RO (Barbano, 1986). Such yield increases result from the entrapment of concentrated whey within the network formed by calcium paracaseinate in the cheese. Depending on the degree of concentration, the same consequences for cheese quality result from a greater retention of minerals as described for UF retentates. In RO cheese, there is a high concentration of residual lactose, which may lead to a resumption of lactic acid fermentation after several days in the ripening room, when sufficient lactic acid has been consumed by ripening micro-organisms. This is almost always very detrimental to organoleptic qualities (Richard et al., 2000). Reverse osmosis is widely used for processing whey but it is doubtful whether it will find widespread
Interest in on-farm concentration of milk started in i974 in France (Maubois, 1979), and in 1977, the AlfaLaval company developed an on-farm UF-processing unit (Kosikowski, 1985). It was believed at that time that on-farm concentration of milk by UF would reduce milk transportation costs due to reduction in milk volume. An increase in cheese yield was also anticipated. At four French farms, milk was concentrated to 2:1 and then delivered to a cheese plant for the manufacture of Emmental and St Paulin cheeses (Anon, 1984a). Permeate produced at the farms was fed to cows, resulting in savings in feed. The French on-farm operation thermized the 2:1 UF milk prior to cooling and delivery. The microbiology of on-farm UF milk was favourable (Benard et al., 1981). Slack et al. (1982a,b) studied the economics of on-farm ultrafiltration in the US by using milk concentrated 2:1-3:1. Economic advantages were possible when the on-farm concentration concept was used on farms with 100-1000 cows. In a year-long study in California, a 900-cow herd was used to study the feasibility of on-farm UF (Zall, 1987). Retentate from this farm was delivered to cheese plants for cheesemaking. The regulatory aspect of this operation was not fully resolved. The use of RO to concentrate milk on the farm has been evaluated in Australia (Cox and Langdon, 1985; Cox et al., 1985). Another approach to treating milk by UF and thermization at the producer level was studied in France (Kosikowski, 1985). During two years, milk collected from 22 farms located on an island south of Brittany was concentrated 2:1 every second day. The retentate was HTST pasteurized and cooled to 2 ~ Pooled retentates were shipped to a dairy plant twice a week. The mesophilic flora of the UF retentate was on average 7700 cfu/ml. A net benefit of 0.0482 FF/litre of milk was achieved. While concentration of milk on the farm showed promise in its early years, the idea was abandoned after various large-scale attempts because of unfavourable economics (capital investment and membrane-replacement costs relative to returns), safety of the process on the farm and regulatory considerations. These problems have apparently been overcome, and the North American Milk Products Company has been successfully using the process since 1997 (Fig. 9) in Texas, California and New
276
Application of Membrane Separation Technology to Cheese Production
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Mexico in the USA (Fassbender, 2001). In this process, raw milk is ultrafiltered at < 8 ~ to approximately 3.5X (28%, w/w, total solids and 10%, w/w, true protein). The total bacterial count of the product is less than 300 000 per ml and is classified as a Grade A product according to the US Food and Drug Administration. The concentrate is then shipped by truck at 4 ~ to several cheese plants in other parts of the country where it is used to standardize milk to 13.5-15%, w/w, total solids for making several varieties of cheeses (Cheddar, Monterey Jack, Mozzarella). In total, an excess of 1 million kilograms of raw milk is processed per day. Permeate is used for animal feeding or spread on land; other applications are being developed. Applications of microfiltration in cheesemaking
Microfiltration, curiously often referred to as crossflow microfiltration whereas the terms 'cross-flow UF' and 'cross-flow RO' are never used, is a relatively new processing technique in the dairy industry. Introduction really started with the development of mineral MF membranes made from alumina (Gillot and Garcera, 1986) or from zirconium oxide supported on carbon (Cacciola and Leung, 1980). In 1990, the total area installed in the world dairy industry was less than 750 m 2 (Van der Horst and Hanemaaijer, 1990), but studies have projected a potential market six to seven times higher than that for UE In dairying, MF applications have gained increasing attention because of the wide range of available pore size, which makes it possible to separate and fractionate all milk particles.
Microbial epuration of raw milk b y MF Decontamination of raw milk is generally achieved through heat treatment. Various combinations of timetemperature treatments can be used, depending on the desired bacteriocidal effect. While heat treatment is necessary to ensure the safety of milk and milk products, it almost always induces irreversible modifications of milk components, alters physio-chemical equilibria and also adversely affects the organoleptic quality and cheesemaking properties. As with bactofugation, MF allows the heat treatment for decontaminating milk to be minimized, but MF appears to be more efficient than bactofugation. Holm et al. (1986) and Piot et al. (1987) were the first to suggest the use of MF for the removal of bacteria from milk. Initially, permeation of milk components and retention of bacteria were very satisfactory, but serious fouling of the MF membrane occurred rapidly. To overcome this, a new hydraulic concept, developed by Sandblom (1974), could be applied because of the development of new MF ceramic membranes with a highly permeable structure and a muhichannel geometry (Gillot and Garcera, 1986). It includes a recirculation loop of micro-filtrate, which permits a constant and low transmembrane pressure all along the MF tubular membrane in spite of a high retentate recirculation velocity (7 m/s). Commercialized equipment using this concept for the removal of bacteria, named 'Bactocatch', is used as follows (Holm et al., 1986; Maubois, 1990); raw skim milk is microfiltered continuously using 1.4 Ixm pore size membranes at a temperature between 35 and 50 ~ Retentate flow from the corresponding
Application of Membrane Separation Technology to Cheese Production
loop generally represents 5% of the entering milk flow but it can be reduced to 0.5% by using a second MF equipment in cascade. This retentate, which contains the bacteria and somatic cells in the milk, may be used for animal feed after heat treament, or it may be blended continuously with cream for fat standardization. The cream-retentate mixture is subjected to a moderate UHT treatment (115-120 ~ for 3 s), cooled and incorporated into the microfihrate (Fig. 10). Because of the high content of thermostable enzymes (present in the retained bacteria and somatic cells) in the MF retentate, such a practice could have negative effects on cheese quality and is inadvisable. Fat standardization must be done only with heat-treated cream. MF fluxes ranging from 500 to 7001/hm 2 are obtained for 10 h, with an average bacterial removal of 99.6% (Malmberg and Holm, 1988; Vincens and Tabard, 1988; Meersohn, 1989; Olesen and Jensen, 1989; Trouve et al., 1991) regardless of the initial count in the raw skim milk. Improvement of the degree of bacterial removal to 99.96% was obtained by using double-layer MF membranes (Saboya and Maubois, 2000). Morphology of bacterial cells and cellular volume slightly influence membrane retention. High retention levels (greater than 99.98%; 99.998% with the double layer MF membrane) observed for spore-forming bacteria, such as Bacillus cereus (Olesen and Jensen, 1989) or Clostridium
Raw Whole Milk Centrifugal Separation
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tyrobutyricum (Trouve et al., 1991), are likely due to binding of bacterial spores to a part of the cell wall, consequently resulting in an apparently larger cell size. Retention of Listeria monocytogenes, Brucella abortus, Salmonella typhimurium and Mycobacterium tuberculosis during the Bactocatch process, using double-layer MF membranes, shows a decimal reduction of 3.4, 4.0, 3.5 and 3.7, respectively (Madec et al., 1992; Saboya and Maubois, 2000). Such results mean that MF cheese skim milk will contain less than 1 cfu/1 of these pathogenic bacteria, bearing in mind the usual level of contamination at the farm. Such results have led French regulatory authorities to permit the provisional use of MF milk for the making of Protected Designation of Origin (PDO) raw milk cheeses (CNA, 2002). While treatment of milk by the Bactocatch process tremendously improves the hygienic quality and shelflife of manufactured dairy products (Malmberg and Holm, 1988; Meersohn, 1989; Kosikowski and Mistry, 1990; Maubois, 1990; Saboya and Maubois, 2000), it also raises the problem of how to make good quality cheese from ultra-clean cheese milk, often described by cheesemakers as 'dead milk'. Extensive research must be conducted to understand fully the growth of lactic starters in these ultra-clean cheese milks. It appears from French studies (Maubois, 1990) that each cheese variety requires an independent study. For example, satisfactory distribution of eyes in Emmental cheese made from Bactocatch-treated milk requires the incorporation of specific non-starter lactic acid bacteria, such as heterolactic strains, along with mesophilic lactic, thermophilic and propionic starters added to this milk at the start of cheesemaking (Maubois, 1990, 2002). The development of typical flavour in Camembert cheese requires the addition of Hafnia alvei, a bacterial species able to produce volatile sulphur compounds from methionine in the cheese (Cousin, 1994) Casein e n r i c h m e n t of c h e e s e m i l k by M F
15 to 120 ~ 3 sec
PASTEURIZATION CHEESEMILK
277
Microfihration of skim milk with 0.i txm pore size membranes enables the selective separation of micellar casein, i.e., native calcium phosphocaseinate (Fauquant et al., 1988; Maubois et al., 2001). Depending on the amount of microfihrate (MMF) removed (referred to by Maubois as 'ideal whey' because of its sterility and composition), the casein content of the retentate increases. Consequently, applications of MF retentates, such as those aforementioned for UF retentates in cheesemaking, can be done but prior removal of microfihrate from the cheese milk offers the cheesemaker a method for optimizing both the cheese process and the value of derived co-products (Maubois et al., 2001). Rennet coagulation of a 20% casein-enriched cheesemilk is improved (Saint-Gelais
278
Application of Membrane Separation Technology to Cheese Production
et al., 1998; Maubois et al., 2001), leading to a significant decrease in curd fines and fat in the whey and consequently an increase in cheese yield of 2--4% (Daviau, 2000). MMF is easily transformed by UF and diafiltration to a highly purified whey protein isolate (WPI) (protein/total solids ratio=0.975) with very interesting functional properties such as gelling, foaming and solubility (Bacher and Konigsfeldt, 2000). This WPI is also a convenient starting material for the purification of major and minor whey proteins (Maubois et al., 2001). Partial removal of [3-1actoglobulin from milk through this use of 0.1 ~m MF membranes according to the process of Quiblier et al. (1992) eliminates the detrimental effects of the heat treatments caused in drying and consequently allows the production of new powders showing very interesting cheesemaking characteristics (Garem et al., 2000). Microfiltration membranes of 0.1 ~m pore size combined with diafihration with water allows the preparation of a new dairy product. This product, called micellar casein powder (Schuck etal., 1994), has potential either for fortifying yoghurt and cheese milks with proteins or Ca, for replacing cheese curd in processed cheese formulations or for preparing individual caseins or K-casein glycomacropeptide (Maubois etal., 2001). These are examples of strategies to produce nutraceutical derivatives from milk proteins (Maubois and Ollivier, 1997). Casein enrichment by MF has been used for Mozzarella and Cheddar cheeses. For Mozzarella (Brandsma and Rizvi, 1999), concentrations of 17.9% were achieved with 0.2 ~m membranes. Calcium content was reduced by approximately 20% by lowering the pH of the retentate to 6. For Cheddar cheesemaking, milk was microfiltered 2-fold (4.2% casein) such that casein was >87% of true protein (Neocleous et al., 2002a,b). Fat recovery in cheese was not affected but protein recovery increased. Selective fractionation of globular milk fat Separation of milk fat into small and large globules was proposed by Goudedranche et al. (2000) through the use of special ceramic MF membranes under hydraulic conditions which cause no damage to the native fat globule membrane (FGM). Using a patented process, cheese made from milk with small globules had a higher yield and a smoother and finer texture, probably because of the interaction of FGM with the cheese casein matrix, and the differences in triglycerides content of the fat globules according to their size. Modifications of as//3-casein ratio by MF Hydrophobic binding entraps most of the 13-casein in micelles. On cooling milk or a caseinate suspension to a temperature lower than 5 ~ 13-casein is solubilized. This soluble 13-casein can be separated by 0.2 >m pore
size MF membranes (Terr4 et al., 1987) or by 100 000 Da cut-off UF membranes (Murphy and Fox, 1991a). The retentates have a casein content with an increased oLJ[3casein ratio and the microfiltrate is a solution of almost pure 13-casein (Terr4 et al., 1987). Such a separation process may allow in the future, if the economics are favourable, cheesemaking from milk with a variable oLJl3-casein content (Terr4 et al., 1987; Murphy and Fox, 1991b). Existing knowledge on cheese made from goats' or ewes' milk and on the role played by the degradation of each individual caseins in the development of cheese flavour suggests that a large range of new cheese varieties might be possible from [3-caseinadjusted milks. Recent developments in ceramic membrane technology allow the MF permeate recirculation loop to be removed, and thus reduce the investment cost per m 2 of installed equipment with a saving of consumed energy. The first system, known as 'Membralox GP | was developed by Garcera and Toujas (1998). The required counter-pressure on the permeate side is obtained by a continuous variation of porosity of the membrane support. In the second system, named 'Isoflux | the required UTP (uniform transmembrane pressure) is obtained by a continuous gradient of membrane thickness. Both developments should be used for well-defined applications, i.e., a product and a selective separation. Milk protein concentrates
Milk protein concentrates (MPC) have emerged over the past decade utilizing UE MF or a combination of various concentration technologies and have become important products for cheesemaking (Mistry, 2002). They present interesting new technical possibilities in cheesemaking and have also initiated intense discussion concerning their impact on trade and local milk production in some countries, particularly the US. Since there are no specific standards of identity in any country for MPC, they, like whey protein concentrates (WPC), cover a wide range of compositional parameters (in the dried product, the milk protein content may range from 35 to over 85%) and functional characteristics. Unlike WPCs, MPCs contain both major milk protein groups in proportions similar to milk. Manufacturing technologies for MPC include UE diafihration and spray drying, if the end product is to be in the dry form (Mistry and Hassan, 1991). It is essential to have raw milk of good quality (low total and spore counts). Skim milk is ultrafiltered and diafiltered to approximately 21% total protein. With diafiltration, the lactose content is reduced such that the
Application of Membrane Separation Technology to Cheese Production
final product contains less than 0.5% lactose. The diafiltered product is then spray-dried to less than 5% moisture. This dried or liquid product can be used to supplement milk for cheesemaking using techniques described earlier. For example, in experiments with Gouda cheese, it was shown that fortification of milk with 1% MPC increased cheese yield (Mistry and Pulgar, 1996). This was attributed to reduced losses of casein and better retention of whey proteins. Milk protein concentrates have introduced new possibilities in cheesemaking, as demonstrated by recent patents (Bhaskar et al., 2001; Blazey et al., 2001; Moran et al., 2001a,b). Moran et al. (2001a) developed a continuous method for manufacturing Process cheese in which acidified milk is ultrafiltered and diafiltered to a concentration factor of 4-7, followed by evaporation up to 70% solids to give reduced-calcium pre-cheese. Process cheese is made from this pre-cheese in the traditional manner using flavouring agents and emulsifiers. No cheese base is required, but, instead, high protein concentrates are used as the base material along with flavouring agents. Concentrates with a high micellar casein content have been developed using microfiltration (Schuck et al., 1994). The casein content of such powder is approximately 90% and forms almost 96% of total protein (Saboya and Maubois, 2000). When used in cheesemaking, increases in cheese yield have been reported (Caron et al., 1997). Such powders also provide flexibility in usage regardless of the extent of heat treatment because the n-casein-[3-1actoglobulin complex typically found in NDM does not exist due to the removal of the [~-lactoglobulin during microfiltration.
Concluding Remarks Membrane technologies have, during the last 20 years, opened new avenues for improving traditional cheesemaking procedures and consequently improved not only the overall quality of a number of cheese varieties but also increased net profit resulting from this transformation of milk. Membrane processing has truly evolved from processes requiring highly specialized equipment to those that have now become an integral part of the cheesemaking operation. They have also allowed the survival of cheese varieties that require unacceptable and tedious manual labour by the traditional process. In addition, they have led to the creation of new cheeses in response to consumer demand. On the other hand, because of difficulties encountered in making cheeses with satisfactory organoleptic qualities through membrane technologies, an impressive amount of knowledge has been acquired in numerous fields of dairy s c i e n c e - protein biochemistry and
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physiochemistry, inter-relationships between protein and minerals, dairy microbiology, rheology, etc. The future of the use of these technologies in the world dairy industry is very promising. Many new cheese varieties might be prepared by combining the properties of mineral-adjusted UF retentates and enzymic abilities of lactic starters. Microfiltration has opened new and much diversified avenues for research and technology. Some have already quickly penetrated the cheese industry. In the future, numerous ideas for cheese scientists and technologists may also originate from microfiltration applications. For example, somatic cells are the only milk components which contain all the genome of the producing animal. Their specific separation by MF and the use of molecular genetics could be the starting point for determining the origin (producing cows) of all dairy products except those made from MF milk. Removal of the entire contaminating flora by MF also offers a means to study precisely how each type of starter bacteria added to the cheese milk will act on ripening of different cheese varieties.
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Application of Membrane Separation Technology to Cheese Production
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Richard, J., Desmazeaud, M., Lenoir, J., Remuef, E, Schneid, N., Hermier, J., Cerf, O., Maubois, J.L. and Frankinet, J. (2000). Cheesemaking milk, in, Cheesemaking: From Science to Quality Assurance 2nd edn, Eck, A. and Gillis, J.C., eds., Lavoisier Publishing, Paris. pp. 189-301. Richardson, W.D. (1929). Method of Making Cheese. US Patent 1711032. Saboya, L.V. and Maubois, J.L. (2000). Current developments of microfiltration technology in the dairy industry. Lait 80, 541-553. Saboya, L.V., Goudedranche, H., Maubois, J.L., Lerayer, A.L.S. and Lortal, S. (2001). Impact of broken cells of lactococci and propionibacteria on the ripening of SaintPaulin UF cheeses: extent of proteolysis and GC-MS profiles. Lait 81,699-713. Saint-Gelais, D., Roy, D. and Audet, P. (1998). Manufacture of low fat Cheddar cheese from milk enriched with different protein concentrate powders. Food Res. Int. 31, 137-145. Sandblom, R.M. (1974). Filtering Process. Swedish Patent 7416257. Sandfort, P. (1983). Preconcentrated cheese-milk by evaporation. Dairy Rec. 84, 16-17. Schmidt, D., Fedrick, I.A. and Donovan, H.M. (1986). Quality and yield of Cheddar cheese manufactured from reconstituted reverse osmosis milk concentrates. NZ J. Dairy Sci. Technol. 21,125-131. Schuck, P., Piot, M., Mejean, S., Le Graet, Y., Fauquant, J., Brule, G. and Maubois, J.L. (1994). Deshydratation par atomisation de phosphocaseinate natif obtenu par microfiltration sur membrane. Lait 74, 375-388. Sharma, S.K., Ferrier, L.K. and Hill, A.R. (1989). Effect of modified manufacturing parameters on the quality of Cheddar cheese made from ultrafiltered (UF) milk. J. Food Sci. 54, 573-577. Skovhauge, E. (1987). Production of cheese with open structure by means of ultrafiltration technique. North Eur. DairyJ. 53, 61-67. Skovhauge, E. (1988). Membrane filtration for acid and heat-coagulated cheese: Ricotta. Pasilac-Danish Turnkey Dairies Ltd, Aarhus, Denmark. pp. 1-7. Slack, A.W., Amundson, C.H. and Hill, C.G., Jr. (1982a). Onfarm ultrafiltration of milk: Part 2. Economic analysis. Process. Biochem. 17, 23-33. Slack, A.W., Amundson, C.H., Hill, C.G., Jr. and Jorgensens, N.A. (1982b). On-farm ultrafiltration of milk: Part 1. Technical feasibility studies. Process. Biochem. 17, 6-11. Sood, V.K. and Kosikowski, EV. (1979). Process Cheddar cheese from plain and enzyme treated retentates. J. Dairy Sci. 62, 1713-1718. Sordi, E (1984). A production line for Mascarpone cheese using ultrafiltration [Italian]. Latte 9,290-291. Spangler, P.L., El-Soda, M., Johnson, M.E., Olson, N.E, Amundson, C.H. and Hill, C.G.v/Jr. (1989). Accelerated ripening of Gouda cheese made from ultrafiltered milk using a liposome-entrapped enzyme and freeze shocked lactobacilli. Milchwissenschaft 44, 199-203. Spangler, P.L., Jensens, L.A., Amundson, C.H., Olson, N.E and Hill, C.G. (1990). Gouda cheese made from
Application of Membrane Separation Technology to Cheese Production
ultrafiltered milk, effects of concentration factor, rennet concentration, and coagulation temperature. J. Dairy Sci. 73, 1420-1428. Stenne, M.P. (1964). La fromagerie en continu, revolution 1964. Tech. Lait 463, 13-29. Stenne, P. (1973). Procede de fabrication d'aliments proteiques,notamment de fromages. French Patent 2232999. Terre, E., Maubois, J.L., Brule, G. and Pierre, A. (1987). Procede d'obtention d'une matiere enrichie en caseine ~, appareillage pour la mise en oeuvre de ce procede et application des produits obtenus par ce procede comme aliments, complements alimentaires ou additifs en industrie alimentaire et pharmaceutique ou dans la preparation de peptides/i activite physiologique. French Patent 2592769. Trouve, E., Maubois, J.L., Piot, M., Madec, M.N., Fauquant, J., Rouault, A., Tabard, J. and Brinkman, G. (1991). Retention de differentes especes microbiennes lors de l'epuration du lait par microfiltration en flux tangential. Lait 71, 1-13. Turcot, S., St-Gelais, D. and Turgeon, S.L. (2002). Ripening of low fat Cheddar cheese made from milk enriched with phospholipids. Lait 82,209-224.
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Van der Horst, H.C. and Hanemaaijer, J.H. (1990). Crossflow microfiltration in the food industry: state of the art. Desalination 77, 235-258. Vandeweghe, J. (2000). Cheese yield: evaluation and measurement, in, Cheesemaking: From Science to Quality Assurance, 2nd edn, Eck, A. and Gillis, J.C. eds, Lavoisier Publishing, Paris. pp. 738-747. Vincens, D. and Tabard, J. (1988). Eelimination des germes bacteriens sur membranes de microfiltration. Tech. Lait 1033, 62-64. Visser, S. (1981). Proteolytic enzymes and their action on milk proteins: a review. Neth. Milk Dairy J. 35, 65-88. Zall, R.R. (1987). Accumulation and quantification of onfarm ultrafiltered milk: the California experience. Milchwissenschaft 42, 98-100. Zall, R.R. and Chen, J.H. (1986). Thermalizing milk as opposed to milk concentrate in a UF system affects cheese yield. Milchwissenschaft 41, 217-218. Ziabary, S.H.M. and Hoffmann, W. (2001). Investigation regarding the use of ultrafiltration for the production of Iranian Feta-cheese. Kieler-Milchwirtschaftliche-Forschungsberichte 53,239-247.
Plate 1 An arrangement of multi-channel geometry ceramic membranes (courtesy of GEA filtration, Hudson, Wl, USA). (See page 263.)
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The Microbiology of Cheese Ripening T. Beresford, Dairy Products Research Centre, Teagasc, Moorepark, Fermoy, Cork, Ireland A. Williams, CHARIS Food Research, Hannah Research Institute, Scotland, UK
Introduction Micro-organisms, including bacteria, yeast and moulds, are present in cheese throughout ripening and contribute, in a positive manner, to the maturation process either directly through their metabolic activity or indirectly through the release of enzymes into the cheese matrix through autolysis. The cheesemaker encourages the growth of such organisms; however, other micro-organisms, such as food-borne pathogens, have a negative impact on cheese quality, and thus technologies to remove or prevent their entry to cheese are required. In this chapter we will review the major groups of those micro-organisms which contribute in a positive manner to cheese ripening. The microflora associated with cheese ripening is extremely diverse; however, it may be conveniently divided into two g r o u p s - the starter lactic acid bacteria (LAB) and the secondary microflora. Starter bacteria are primarily responsible for acid production during manufacture and, thus, need to be capable of producing sufficient acid to reduce the pH of milk rapidly; a useful rule of thumb is a p H < 5 . 3 in milk in 6 h at 30-37 ~ depending on the cheese variety. The secondary microflora do not play any active role during cheese manufacture but are involved with the starter bacteria in the ripening process. Using this approach, Lactococcus, Streptococcus thermophilus, Lactobacillus delbrueckii and Lb. helveticus are regarded as starter bacteria. Enterococcus has been regarded as a starter by some researchers; however, as most strains isolated from cheese are not significant acid-producers (Cogan et al., 1997), they will be regarded as part of the secondary microflora within this review. The secondary microflora may be divided into a number of primary groups including: (i) non-starter lactic acid bacteria (NSLAB) consisting of non-starter lactobacilli, Pediococcus, Enterococcus and Leuconostoc, (ii) propionic acid bacteria (PAB), (iii) moulds and (iv) bacteria and yeast, which grow on the surface of smearripened cheeses.
Techniques used to Study Micro-organisms in Cheese When studying the micro-organisms in cheese it is important that the complete flora is monitored and that the individual components are accurately identified and characterised. Approaches used to achieve these objectives include methods that: (1) depend on cultivation followed by phenotypic characterisation, (2) depend on cultivation followed by molecular characterisation and (3) are culture-independent methods. These approaches and their associated advantages and disadvantages were reviewed recently (Beresford et al., 2001). Useful media are discussed in Cogan and Beresford (2002).
Source of Micro-organisms in Cheese Micro-organisms gain entry into the cheese either by deliberate addition as part of the starter culture or are naturally associated with the ingredients used in cheese production. Thus, the manufacturing technology is central to defining the biodiversity of the cheese flora. Milk in the udder of healthy animals is essentially sterile; however, during milking and storage, opportunities for contamination occur. Milk extracted from the udder at farm level under hygienic milking conditions can routinely contain <5 • 103 cfu ml- 1 (Fox et al., 2000). The rapidity and degree of milk cooling postmilking has a significant impact on the microbial flora. Milk cooled to 15-21 ~ is dominated by mesophilic micro-organisms, particularly Lactococcus and Enterobacter species (Bramley and McKinnon, 1990). Cooling milk to 4 ~ will greatly retard the growth of most micro-organisms, but psychrotrophic bacteria, such as Pseudomonas, Flavobacteriurn and Acinetobacter will continue to grow slowly and dominate the flora. Pasteurisation, which is part of the manufacturing process for most commercial cheeses kills --~99.9% of the bacteria found in raw milk. However, Bacillus and Clostridiurn spores and thermoduric organisms, e.g., Micrococcus, Microbacterium and Enterococcus, will survive pasteurisation and gain entry into the cheese.
Cheese: Chemistry, Physics and Microbiology, Third edition- Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
288
The Microbiology of Cheese Ripening
The most prevalent micro-organisms in cheese, particularly early in ripening, are the starter bacteria (see 'Starter Cultures: General Aspects', Volume 1). Other ingredients used in cheese manufacture include rennet and salt. During preparation, rennets undergo a series of extraction and purification steps, and 15-20% NaC1 is added to them to inhibit microbial growth during storage. Little information is available regarding the microbial flora of commercial rennet. However, it is generally considered that they add little to the microbial load of cheese. Salt may be added either (i) directly to the milled cheese curd, (ii) rubbed to the surface of moulded curds as a dry salt or salt slurry or (iii) by immersion of moulded cheese in a brine solution containing 15-23% NaC1. While rubbing dry salt to the cheese surface aids transfer of micro-organisms from the cheesemaker's hands and the environment to the cheese surface, it is unlikely that salt is directly responsible for the addition of any flora. Industrial brines are used repeatedly and are pasteurised infrequently. While the relatively high salt content of brine inhibits the growth of most micro-organisms, leaching of proteins and other nitrogenous compounds from the cheese into the brine may enhance the survival of micro-organisms that gain access to the brine. A number of studies have indicated that the microflora of commercial brines include LAB, e.g., Lb. paracasei, Lb. casei and Lb. plantarum (Bintsis et al., 2000) and yeast, e.g., Debaromyces hansenii and Candida versatilis (Seller and Busse, 1990). The presence of such microbes in the brine contributes subsequently to the surface flora developing on the cheese; however, it is unlikely to add to the internal flora. Complex microbial communities composed of bacteria, yeast and mould develop on the surface of smear- and mould-ripened cheeses during ripening ('Bacterial Surface-ripened Cheeses', Volume 2). The smear micro-organisms may evolve due to natural contamination from the milk or the ripening room environment or result from deliberate inoculation of the surface. Traditionally in the production of some smearcheeses, a process referred to as 'old-young' smearing is used to promote the development of the smear. Mixtures of defined strains are also being developed for direct application to the cheese surface (Bockelmann, 2002). Deliberate addition of specific strains of Penicillium roqueforti or P. camemberti is now common in large-scale production of mould-ripened cheeses. Traditional Swiss Emmental cheese is made from raw milk and the propionic acid fermentation depends on the presence of 'wild' PAB in the milk. However, in Emmental made from pasteurised milk, PAB are added to the milk at the beginning of manufacture to ensure that they are present at ---105 cfu g-1 of milk.
Factors Influencing Growth of Micro-organisms in Cheese The manufacturing process plays a major role in defining the final environmental conditions of the cheese. This environment is highly selective and exerts a major impact on growth and survival of micro-organisms during processing and ripening. The manufacture of most cheese varieties involves coagulation at temperatures of 30-37 ~ followed by cooking to 37-54 ~ The coagulation temperature will facilitate the growth of most micro-organisms; however, the temperature achieved during cooking has the potential to inhibit the growth of some organisms. For example, Swiss-type cheese is cooked to 52-54 ~ and is maintained above 50 ~ for up to 5 h. This heat treatment is considered to play an important role in controlling the growth of starters and undesirable micro-organisms (Steffen et al., 1993). The manufacturing process also influences the gross composition of the cheese which is best defined by the four parameters- salt-in-moisture, moisture in non-fat substance, fat in dry-matter and pH (Gilles and Lawrence, 1973). These parameters in turn influence the environment in which the micro-organisms proliferate. The primary environmental factors controlling growth of micro-organisms in cheese include water and salt content, pH, presence of organic acids and nitrate, redox potential and ripening temperature, and were reviewed recently (Beresford et al., 2001).
Starter Bacteria The primary function of starter bacteria is to produce sufficient acid during cheese manufacture to reduce the pH of milk to the desired level. However, they also contribute to cheese ripening since their enzymes are involved in proteolysis, lipolysis and conversion of amino acids to flavour compounds (Fox and Wallace, 1997). Starter cultures are reviewed in 'Starter Cultures: General Aspects', Volume 1; thus, discussion on starters in this chapter will be limited to their behaviour in cheese during ripening. Starters provide the most significant contribution to the microbial biomass in young curd, typically attaining densities of -> 108 cfu g-1 within one day of manufacture. This biomass represents considerable biocatalytic potential for cheese-ripening reactions. However, the majority of the starter enzymes are intracellular and do not have immediate access to the cheese matrix. During cheese ripening, many starters loose viability and release their intracellular enzymes due to autolysis. Feirtag and McKay (1987) first reported this phenomenon for lactococci, and observed that some strains lost viability when incubated at 40 ~ due to lysis by thermo-inducible
The Microbiology of Cheese Ripening
phage. Interest was further stimulated when it was demonstrated that cheese manufactured with autolytic strains was more flavoursome. The pathways of autolysis have been studied extensively and two main mechanisms are currently recognised involving induction of lysogenic phage or defects in cell wall synthesis. The relationship between lysogeny and lysis of lactococci in Cheddar cheese has recently been demonstrated for a large number of lactococcal strains (O'Sullivan et al., 2000). Bacterial cell wall synthesis is a complex process. Modifications to the specificity of the enzymes involved or their levels of production can result in defective cell walls. Muraminidase is the major autolytic enzyme in lactococci (Niskasaari, 1989). Wilkinson etal. (1994) studied starter autolysis by assaying cell viability and release of intracellular enzymes in Cheddar cheese and concluded that Lc. lactis subsp, cremoris strains had different autolytic patterns (Fig. 1). Levels of proteolysis, as measured by free amino acids in the cheese, correlated with the autolytic phenotype, being higher in the most autolytic strain (AM2) and lowest in the least autolytic strain (HP). It has been reported (Crow et al., 1995) that intact cells ferment lactose, remove oxygen and initiate a number of flavour reactions, while autolysed cells accelerate peptidolytic processes. Bacteriocin production is common among lactococci, and some bacteriocins induce lysis in susceptible starter strains. This phenomenon was used to induce lysis of starter lactococci during cheese ripening and resulted in cheese with improved flavour (Morgan et al., 1997). Autolysis has also been reported for Lb. helveticus in Grana (Botazzi et al., 1992), in Swiss-type (Gagnaire et al., 1998; Valence et al., 1998) and Cheddar cheeses (Kiernan et al., 2000). The extent of autolysis varied between strains (5-7-fold) and had a direct impact on the degree of proteolysis in cheese (Valence et al., 2000). The mechanism of autolysis in Lb. helveticus has not been fully elucidated; however, many strains are lysogenic (Carminati etal., 1997). Six of eight
289
lysogenic strains grew during the manufacture of Swiss cheese, exhausted the galactose and lysed extensively early in ripening (Deutsch et al., 2002). Phage was detected in four of the cheeses at day 1, strongly implicating the role of phage induction in autolysis. Little investigation has occurred regarding autolysis in Lb. delbrueckii (Kang et al., 1998). Autolysis of Sc. thermophilus in cheese has received little attention. Autolysis was reported in a number of strains at the end of growth in laboratory media (Sandholm and Sarimo, 1981; Thomas and Crow, 1983a; Husson-Kao et al., 1999). Prophage-induction triggered by environmental signals, e.g., low pH, may contribute to autolysis of Sc. thermophilus (Husson-Kao etal.,
2000).
Non-starter
Bacteria
Non-starter lactic acid bacteria are a significant proportion of the microbial population of, probably, all ripened cheese varieties. Except for leuconostocs, NSLAB are not deliberately added as part of the starter culture or as secondary adjunct cultures but are adventitious contaminants, which grow during ripening. They do not contribute to acid production during cheese manufacture, but impact on flavour development in the ripening cheese. The principal bacterial groups involved are non-starter lactobacilli, leuconostocs, pedicocci and enterococci. Non-starter lactobacilli
Non-starter lactobacilli constitute the majority of the NSLAB population in most cheese varieties during ripening (Beresford et al., 2001). They grow at 2-53 ~ and are acid-tolerant with an optimal pH for growth of 5.5-6.2. They have been subdivided into three groups, viz., obligate homofermenters, facultative heterofermenters or obligate heterofermenters (Kandler and
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Figure 1 Changes in the populations of three lactococcal starters during ripening of Cheddar cheese. G l l / C 2 5 (A), HP (m) and AM2 ( , ) (redrawn from Wilkinson et al. (1994)).
290
The Microbiology of Cheese Ripening
Weiss, 1986). The obligate homofermenters include the starter bacteria Lb. delbrueckii and Lb. helveticus. The non-starter lactobacilli frequently recovered from cheese are facultative heterofermenters and are often referred to as the facultatively heterofermentative lactobacilli (FHL). The obligate heterofermenters are detected less frequently in cheese. Information on the non-starter Lactobacillus population of over 50 different cheese varieties is summarised in Table 1. Studies on non-starter lactobacilli occurring in Cheddar cheese produced in various countries consistently report the dominance of Lb. paracasei and Lb. plantarum. Other species that are frequently detected as minor components of the population include Lb. curvatus, Lb. casei, Lb. brevis and Lb. rhamnosus. Several other species, including Lb. bifermentans, Lb. buchneri, Lb. collinoides, Lb. farciminis, Lb. fermenturn, Lb. kefiri, Lb. parabuchneri and Lb. paraplantarum are occasionally reported in commercially manufactured Cheddar cheese (Williams and Banks, 1997; Fitzsimons et al., 1999; Chandry et al., 2002). Lb. paracasei and Lb. plantarum are also prevalent in many other cheese varieties (Table 1). Non-starter lactobacilli were present in 19 of 35 European artisanal cheeses and were a major component of the microflora of Kasseri, Feta, Serra da Estrela, Gredos and Majorero cheeses (Cogan et al., 1997). The range of species detected is almost identical to that described for Cheddar cheese. The limited range of species reported suggests that few species of Lactobacillus are capable of surviving the environmental conditions that pertain in cheese. The factors required to facilitate proliferation in cheese have not been determined, although an ability to utilise the available growth substrates and an inherent resistance to the adverse pH and salinity are imperative. Pediococci
Although pediococci have been used as adjunct cultures to improve the flavour of Cheddar and Feta cheeses, they also occur along with, and on occasions can predominate, the non-starter population (Law etal., 1976; Bhowmik et al., 1990; Vafopoulou-Mastrojiannaki et al., 1990; Bhowmik and Marth, 1990a). Pediococcus acidilactici and Pd. pentosaceus are isolated most frequently from cheese. The presence of pediococci in Cheddar cheese was first reported by Dacre (1958) who found that they comprised --~25% of the bacterial population after 6 months of maturation. Pediococci have subsequently been reported in the non-starter flora of Cheddar cheese manufactured in the UK, Canada and the USA (Fryer and Sharpe, 1966; Elliott and Mulligan, 1968; LitopoulouTzanetaki et al., 1989), in Manchego and Serra da Estrela cheeses (Nunez, 1976; Tavaria and Malcata, 1998), Parmigiano Reggiano and Sicilian artisanal cheeses (Coppola
et al., 1997; Randazzo et al., 2002), Comt~ (Bouton et al., 1998) and Feta and other white-brined cheeses (Tzanetakis and Litopoulou-Tzanetaki, 1989, 1992; Bintsis and Papademas, 2002; Hayaloglu et al., 2002). Leuconostoc spp.
Many leuconostocs produce diacetyl and acetoin from citrate and are widely used in mixed-strain L and DL cultures (Dellaglio etal., 1995). The COz produced is responsible for eye formation in Dutch-type cheese. The identity of strains in starters has not always been established, although the application of molecular techniques has indicated that dairy starters were principally Leuc. lactis and the three subspecies of Leuc. mesenteroides (Morea et al., 1999; Server-Busson et al., 1999). While isolation of leuconostocs is not restricted to the cheeses produced with leuconstoc-containing starters, their apparent infrequent occurrence may, in part, be due to their poor growth on the selective media used (Mathot et al., 1994). Leuconostoc spp. have been isolated from artisanal cheese produced from raw milk and white-brined cheese varieties (Aran, 1998; Bintsis and Papademas, 2002; Hayaloglu etal., 2002) and from French (Cibik et al., 2000), Greek (Litopoulou-Tzanetaki, 1990) and Italian (Coppola etal., 1988, 2001; Morea et al., 1999; Randazzo et al., 2002) cheeses. Several cheeses produced from ovine and/or caprine milks on the Iberian peninsula contain Leuconostoc spp. (Poullet et al., 1993; Garcia et al., 1995; Macedo et al., 1995; Centeno etal., 1996a; Arizcun etal., 1997a; Estepar et al., 1999; Dahl et al., 2000; Freitas and Malcata, 2000; Fontan et al., 2001; Menendez et al., 2001; PCrez et al., 2002). Enterococci
Enterococci occur widely in the environment but are associated principally with the gastrointestinal tract and, because of this, their presence in food products is often perceived as an indicator of poor hygiene. However, enterococci have a history of safe use in dairy products and additionally may exhibit probiotic characteristics or produce bacteriocins (Franz et al., 1999). Conversely, they are regarded as emerging nosocomial pathogens of humans and have been implicated in the aetiology of bacteraemia, endocarditis and in infections of the urinary tract, the central nervous system, the pelvis, the abdomen and the neonate. Many exhibit resistance to vancomycin and other antibiotics and also possess recognised virulence factors (Franz et al., 1999; Giraffa, 2002). Gene transfer mechanisms in enterococci have been described, and the intra- and inter-species transfer of antibiotic resistance genes has been reported (Noble et al., 1992).
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The Microbiology of C h e e s e Ripening
isolated m o s t frequently are Ec. faecalis, Ec. faecium and Ec. durans.
Enterococci are a major component of the bacterial population of cheeses produced in Italy (Senini et al., 1997; Suzzi etal., 2000; Andrighetto etal., 2001), France (Bouton et al., 1998), Spain, Portugal (Freitas and Malcata, 2000), Greece (Papageorgiou et al., 1998; Nikolaou et al., 2002), Turkey, The Balkans (Bintsis and Papademas, 2002; Hayaloglu et al., 2002) and Egypt (Hemati et al., 1998). Their numbers at the end of ripening range from 105 to 107 cfu g-a, although numbers vary with cheese type (Fig. 2A). The species
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Non-starter lactic acid bacteria are present in cheeses made from both raw and heat-treated milk. Hygienically produced raw milk may contain --~10 2 lactobacilli m l - t and it is probable that the milk is the principal source of organisms in cheeses made from raw milk.
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Ripening period (days) Figure 2 Changes in the populations of (A) enterococci, (B) non-starter lactobacilli and (C) Leuconostoc spp. during ripening of Afuega'l Pitu (9 Cuesta etal., 1996), Armada (x; Tornadijo etaL, 1995), Cabrales (A; Nunez, 1978), Canestrato Pugliese ( t ; Albenzio et aL, 2001), Cheddar (x; Dasen et aL, 2003), Fossa Pit (~; Avellini et aL, 1999), La Serena (A; Fernandez del Pozo et aL, 1988), Penamellera (rq; Estepar et aL, 1999), Serra da Estrela (m; Dahl et aL, 2000), Swiss-type (O; Beuvier et aL, 1997 and Demarigny et aL, 1996) and Tenerife caprine (+; Z~.rate et aL, 1997) cheeses.
296
The Microbiology of Cheese Ripening
The diversity of the non-starter population is greater in cheeses made from raw than from pasteurised milk, and Berthier et al. (2001) were able to demonstrate, using molecular techniques, that most of the nonstarter lactobacilli in Comte originated from the milk. The presence of high numbers of enterococci in artisanal cheeses is usually associated with poor hygienic practices (Franz et al., 1999), although bovine faeces was not considered to be the source of enterococci in the farm-house raw milk Cheddar type cheese studied by Gelsomino et al. (2002). Although some lactobacilli are inactivated by pasteurisation (Turner et al., 1986), other strains may survive the heat treatment and proliferate in the cheese during ripening (McSweeney et al., 1994; Jordan and Cogan, 1999). Enterococci are also likely to survive pasteurisation. The production of natural milk cultures from pasteurised milk that is incubated at 42-44 ~ for 12-15 h inevitably promotes the selection of heattolerant LAB, including enterococci (Giraffa et al., 1997). It has been suggested (Martley and Crow, 1993) that milk is not the principal source of NSLAB in cheeses made from pasteurised milk and that the manufacturing equipment was the more probable source. Serological typing methods confirmed that air-borne lactobacilli in the plant during cheesemaking are recovered from the cheese (Naylor and Sharpe, 1958b). Non-starter lactic acid bacteria have been isolated from the floor and drains in the dairy environment and from the surfaces of equipment used in cheese manufacture and vacuum packaging (Somers et al., 2001). Lactobacilli are able to form and persist in biofilms on cheesemaking equipment and could be re-isolated from batches of cheese produced after the plant had been cleaned, implying that they survive cleaning and sanitising treatments (Somers et al., 2001). The source of enterococci in cheese milk has been identified as the milking equipment (Gelsomino et al., 2002). The proposition that a factory-specific flora could impart distinctive flavour characteristics to the cheese produced in a given plant (Chapman and Sharpe, 1981) implies that contamination during manufacture is a critical component of the process. However, studies of the non-starter Lactobacillus populations of cheeses made in a single plant over an extended time period failed to detect the recurrence of specific strains (Fitzsimons et al., 2001; Williams et al., 2002a), indicating that, if the contamination was from within the plant, the source was either intermittent or at a low level. Factors affecting growth and survival of NSLAB Environmental conditions Non-starter lactic acid bacteria, in particular nonstarter lactobacilli and enterococci, are not adversely affected by environmental conditions in the cheese
curd and are able to proliferate during maturation. Non-starter lactobacilli have a generation time of approximately 8.5 days in cheese ripened at 6 ~ (Jordan and Cogan, 1993) and viable cells can be recovered from cheese stored at 10 ~ for 3 years. The growth rate and final population density of non-starter lactobacilli and enterococci are not affected significantly over the pH range, salt and moisture levels that normally occur in the curd during Cheddar cheese manufacture (Lane et al., 1997). Their growth rate is temperature-dependent but ripening temperature had little influence on the final numbers of lactobacilli in the cheese. Rapid block cooling and ripening at low temperatures reduces their growth rates (Folkertsma et al., 1996). In cheese ripened at 1 ~ the non-starter lactobacillus population was 3 log cycles lower than in a cheese ripened at 8 ~ (Shakeel-Ur-Rehman et al.,
2000). Nutrient availability Non-starter lactic acid bacteria require an energy source for growth. The level of residual lactose in fresh curd is usually low but nevertheless some is likely to be present when the non-starter Lactobacillus population is becoming established in the cheese. However, the subsequent increase in the non-starter Lactobacillus population is likely to occur after the lactose has been utilised, indicating that it is not the sole energy source (Turner and Thomas, 1980). Waldron (1997) showed that growth of mesophilic lactobacilli was independent of the lactose content of the cheese. Mesophilic lactobacilli possess glycoside hydrolases (Williams and Banks, 1997) and can utilise sugars derived from the glycomacropeptide of casein and the glycoproteins of the milk-fat globule membrane (Fox et al., 1998; Diggin et al., 1999; Williams et al., 2000). In addition, starter culture autolysis during ripening releases sugars, e.g., ribose (Thomas, 1987; Rapposch et al., 1999). However, studies by Lane et al. (1997) on the growth rate of non-starter lactobacilli in cheeses made with fast- and slow-lysing starter cultures indicated that cell lysate was not a major source of growth substrates. Citrate is present in small amounts (--~8 mmol kg -1) in unripened Cheddar cheese but is not used as an energy source by non-starter lactobacilli (Palles et al., 1998; Williams et al., 2000); high numbers of lactobacilli also develop in cheese in which there has been no significant citrate utilisation (Jordan and Cogan, 1993). Lipids and bacterial catabolites are not effective substrates but peptides and amino acids are catabolised by lactobacilli, provided that a keto acid acceptor is present to facilitate the aminotransferase involved (Tammam et al., 2000; Williams et al., 2000,
The Microbiology of Cheese Ripening 297 2001). Proteolytic products formed during ripening stimulate the growth of Lb. casei (Nath and Ledford, 1972), whilst Laht et al. (2002) concluded that arginine was one of the main energy sources for non-starter lactobacilli in Swiss-type cheese. The ATP available from arginine metabolism is theoretically sufficient to support growth to 108 cfu g-1 Interactions The microbial flora of cheese are complex and it is inevitable that interactions between members of the population will occur. The complex nature of cheese ecosystems complicates the interpretation of these interactions; however, Martley and Crow (1993) were able to demonstrate interactions between NSLAB during ripening. It has also been reported that Lb. casei, Lb. rharnnosus and Lb. plantarum inhibit PAB and enterococci in cheese as a result of competition for limiting nutrients (Jimeno et al., 1995; Lynch et al., 1996). In addition to the inter-species competition for nutrients, some of the metabolic products formed by NSLAB, e.g., lactate, acetate and formate, may interfere with the growth of other species (Lindgren and Dobrogosz, 1990; Vandenbergh, 1993; Ouwehand, 1998). In addition, many NSLAB are able to produce bacteriocins with broad or narrow spectra of activity (Stiles, 1994; Ouwehand, 1998; Franz et al., 1999). The inclusion of bacteriocin-producing starter LAB offers a means of suppressing the growth of undesirable bacteria. This approach has been used to control the growth of both food-borne pathogens and NSLAB in cheese (Ryan etal., 1996; Buyong etal., 1998; Benkerroum et al., 2000; Benech et al., 2002), and as a means of manipulating the ripening process (Fenelon et al., 1999; Oumer et al., 2001; Garde et al., 2002). Non-starter lactic acid bacteria may undergo autolysis during ripening. However, Kiernan et al. (2000) were unable to find evidence for the autolysis of mesophilic lactobacilli during the ripening of Cheddar cheese. The ability of Leuconostoc spp. to autolyse is strain-dependent (Cibik and Chapot-Chartier, 2000).
Population dynamics Although the population size remains relatively stable from 3 months to the end of maturation (Fig. 2), the population is not static but is in a dynamic state as the balance of the species and the strains change. Cheddar cheese The initial non-starter Lactobacillus level in commercially produced Cheddar curd is - 10 a cfu g- 1 which increases to --~107 cfu g-1 within 3 months of manufacture and remains at this level throughout the remainder of maturation (Peterson and Marshall,
1990; Fox et al., I998). However, the heterogeneity of the population of non-starter lactobacilli in Cheddar cheese decreases during ripening. While several species are detected in young cheeses, they are replaced, as the cheese ages, by strains of Lb. paracasei which dominate throughout the remainder of the ripening period (Fitzsimons et al., 2001; Williams et al., 2002a). Similar dynamics was observed in New Zealand Cheddar except that the dominant species were Lb. paracasei and Lb. rhamnosus (Crow et al., 2001). Population shifts at strain level also occur during the ripening of Cheddar cheese. Although some strains may persist throughout ripening while others may recur in the latter stages of ripening, having been undetected in the intervening period, the overall trend is for the number of strains present to decline during maturation. Most mature cheeses are dominated by no more than six strains (Crow et al., 2001; Fitzsimons et al., 2001; Williams et al., 2002a; Dasen et al., 2003). Swiss-type cheeses The number of non-starter lactobacilli and enterococci are higher in Swiss-type cheese made from raw milk than in cheese made from pasteurised milk but the diversity of non-starter lactobacilli declines during ripening (Beuvier etal., 1997). The population of young cheese was comprised of Lb. paracasei, Lb. plantarum and Lb. brevis but as the cheese matured Lb. paracasei dominated (Demarigny et al., 1996). Similar results were obtained in Emmental cheese made from thermised milk (Thierry et al., 1998). The non-starter Lactobacillus population in Comt~ cheese was dominated by Lb. paracasei, although Lb. plantarum and Lb. rhamnosus were also present (Bouton et al., 1998; Grappin et al., 1999). Enterococci remained at low levels throughout ripening (Fig. 2A). Berthier et al. (2001), using PCR methods, detected fewer strains in the mature cheese than at other stages throughout ripening. Spanish artisanal cheeses There is very little information available on changes in the species profiles in Spanish cheeses during ripening. Most data are restricted to counts of the dominant genera at various times during maturation, and significant variation occurs between the different groups of bacteria in different cheeses (Fig. 2A-C). This variation may be due to the artisinal nature of many of these cheeses. Lb. plantarum and Lb. brevis dominated, and the population remained constant at "~ 108 cfu g-1 throughout the 60-day ripening of Afuega'l Pitu cheese but the numbers of leuconostoc and enterococci decreased during ripening (Cuesta et al., 1996). In San Simon cheese, enterococcal numbers were maximal
298
The Microbiology of Cheese Ripening
during the first week of ripening, and stayed constant throughout the remainder of the 6-week maturation period (Fontan et al., 2001). The numbers of leuconostoc, lactobacilli and enterococci varied little during the ripening of Penamellera cheese (Estepar et al., 1999), but leuconostocs were one of the major groups at the drying room stage in the maturation of Cabrales cheese (Nunez, 1978). Lb. plantarum was dominant in the cheese's interior during the cave-ripening stage. Non-starter lactobacilli and leuconostocs varied little during the ripening of La Serena and ovine milk cheeses, coagulated with Cyanara extracts (Fernandez del Pozo et al., 1988; Vioque et al., 2000), and the enterococcal population declined; in contrast, the proportion of enterococci in Manchego cheese increased throughout ripening (Ordol~ez et al., 1978). Variations in the individual populations during the ripening of caprine milk cheeses were cheesespecific. The development of the LAB population of Valdeon, a hand-made blue cheese, exhibited an initial dominance of lactococci and enterococci. However, from the drying stage, lactobacilli and leuconostoc replaced the lactococci, and the mature cheese was dominated by enterococci (Lopez-Diaz et al., 2000). The population of I-week old Armada cheese was dominated by lactococci whereas Lb. casei and Lb. plantarum were the most abundant during the latter stages of ripening (Tornadijo et al., 1995). The numbers of enterococci, leuconostocs and lactobacilli declined during ripening in summer-made cheese, but the latter two microbial groups remained at ---108 cfu g-1 throughout the 16-week period of ripening in autumn-made cheese. Leuconostoc and enterococcal numbers remained at ---107 cfu g-~ during the 60-day ripening period of Tenerife cheese whereas the numbers of lactobacilli increased from 105 cfu g-1 after 2 days to >107 cfu g-1 at the end of ripening. Lb. plantarum was dominant in the young cheese whereas in the mature cheese Lb. paracasei was predominant among the lactobacilli (Z~irate et al., 1997). Portuguese cheese varieties
The microbiology of Appelation d'Origine Protegee (AOP) Portuguese cheeses was reviewed by Freitas and Malcata (2000). The more dominant LAB in 9-day-old Picante da Beira Baixa cheese were Leuc. mesenteroides (19%), Lb. plantarum (15%), Lb. paracasei (15%) and Ec. faecalis (8%). Leuconostoc spp. were not detectable after 40 days, with Lb. plantarum and Lb. paracasei persisting throughout ripening (Freitas et al., 1996). Lb. brevis and Lb. fermentum were also detected in the mature cheese. The geographical location and season of manufacture influence the micro-
bial population of Serra da Estrela (Tavaria and Malcata, 2000). The numbers of LAB are maximal after a ripening period of 7 days, and, in this population, Leuc. lactis and enterococci are the most abundant (Macedo et al., 1995; Dahl et al., 2000). The proportion of Leuc. rnesenteroides and Lb. plantarum in the population tended to increase throughout ripening, whilst that of Ec. faecium, Ec. faecalis and Lb. pentosus declined (Tavaria and Malcata, 1998). Italian cheese varieties
Ricotta forte is produced by ripening cottage ricotta cheese for 12 months, during which time the curds are mixed regularly to prevent mould growth. At the end of ripening, the dominant lactobacilli are Lb. paracasei, Lb. acetotolerans, Lb. alimentarius and Lb. brevis, and of these only Lb. paracasei was detected early in ripening. Lb. kefiri, Lb. gasseri, Lb. hilgardii, Lb. plantarum, Lb. paraplantarum and Lb. zeae were detected transiently (Baruzzi et al., 2000). Major shifts in species profile also occurred during the ripening of the pasta-filata cheese, Caciocavallo Pugliese. The two dominant species at the end of the 60-day ripening period were Lb. parabuchneri and Lb. paracasei, while Lb. fermenturn was the dominant species in the young cheese (Gobbetti et al., 2002). The proportion of Ec. faecalis and Ec. durans in the population decreased from --6% to 0.1% during ripening whilst that of Pd. pentosaceus increased. The Lactobacillus community involved in traditional Mozzarella production has been investigated (Morea et al., 1998). Lb. fermentum, which was dominant in the natural whey starter, was not detected during manufacture or ripening. Following heat treatment associated with the stretching process the complexity of the population decreased from 11 to 5 strains of Lb. casei, Lb. fermentum, Lb. plantarum and Weissella hellenica. Only Lb. plantarum was detected during ripening. The most numerous non-starter lactobacilli in Scamorza Ahamurana cheese ripened for 6 days were Lb. fermentum and Lb. paracasei (Baruzzi et al., 2002). Lb. paracasei was not detected in the whey or curd whereas Lb. fermentum was present at all stages in the manufacturing process. Lb. gasseri and W. viridescens were also detected in the whey but not in the ripening curd whereas Ec. durans was only detected in the mature cheese. Dramatic changes in the diversity of the microbial communities of the Sicilian artisanal pastafilata-type cheese, Ragusano, during the manufacturing process were revealed by classical and cultureindependent PCR and density gradient gel electrophoresis techniques (Randazzo et al., 2002). Mesophilic LAB, including Leuconostoc spp. and Lc. lactis, dominated the raw milk population but disappeared during cooking
The Microbiology of Cheese Ripening
and fermentation of the curd. However, Lb. delbrueckii and Lb. fermentum grew during ripening, and enterococci were also present in reasonable numbers as the microbial population stabilised in 15- and 30-day-old cheeses. Marked shifts in the species profiles have also been observed in cheeses ripened for longer periods of time. Non-starter lactobacilli and enterococci increased during the 60-day ripening period of Pecorino Sardo ovine milk cheese, though significant differences occurred between batches (Mannu etal., 2002). Lb. casei numbers were constant throughout the ripening of one batch of cheese, appeared after 60 days in a second batch whereas, in a third batch, although they were present in high numbers during ripening, they only became dominant when the starter LAB population declined. The numbers of non-starter lactobacilli in traditional farm-house Fiore Sardo cheese increased from 105 cfu g- 1 in i-day-old cheese to 108 cfu g- 1 after ripening for 30 days; the population then decreased slowly, and by 7 months the level was reduced to 104 cfu g-1 (Mannu et al., 2000). Lb. plantarum decreased dramatically during maturation whereas Lb. paracasei, when present, dominated the cheese microflora. Lb. paracasei was also dominant in Montasio cheese, and although it was not detectable immediately after manufacture its population increased to 107 cfu g-1 during the first month of ripening and remained at that level up to 120 days (Lombardi et al., 1995). Enterococcal numbers decreased by one to two orders of magnitude during the 9-week ripening of Canestrato Pugliese cheese (Albenzio et al., 2001), whilst the non-starter Lactobacillus population increased to 28 days and remained at that level for the remainder of maturation (Fig. 2A,B). The population in cheese made from raw milk (108 cfu g - l ) was 3 log cycles higher than that in cheeses made from thermised or pasteurised milk. A similar population developed during the 60-day maturation period of Fossa (pit) cheese; the numbers of nonstarter lactobacilli then declined by two orders of magnitude during the 3-month aging process (Avellini et al. , 1999). Prolonged ripening times are a feature of Parmigiano Reggiano cheese. During ripening the number of non-starter lactobacilli decreased from 108cfu g-1 after 5 months to approximately 104 cfu g-1 at 24 months (Coppola et al., 1997). Lb. paracasei/Lb, casei and Lb. rhamnosus, which persisted throughout the 24-month maturation, dominated the population, and Pd. acidilactici was present for 22 months. Enterococci disappeared during ripening of Parmesan for 14 months (Thompson and Marth, 1986).
299
Greek and eastern European c h e e s e s
Kefalotyri is a hard, salted cheese, which traditionally is produced without starters. Lactobacilli and enterococci are present throughout the 120-day ripening period. Lactobacilli predominate for 30 days when enterococci became increasingly dominant (LitopoulouTzanetaki, 1990). The proportion of Lb. plantarum, Ec. faecium, Ec. durans and Pediococcus spp. recovered increased during ripening whereas the proportion of Lb. casei remained at 16-20% throughout the period. Lb. brevis, Lb. buchneri and Leuconostoc spp. decreased during ripening and were absent in 120-day-old cheese. Ripening-related changes in the LAB population of two other Greek ovine milk soft cheeses, Feta and Teleme, have also been studied (Tzanetakis and LitopoulouTzanetaki, 1992). Lb. plantarum was the dominant isolate recovered from both cheeses. Phenotypic characterisation of isolates indicated that different strains dominate at different stages of ripening in Feta cheese (Xanthopoulos et al., 2000). The proportion of enterococci and pediococci in Feta after ripening for 90 days was lower than that in the original curd. After 180 days of ripening, the proportion of enterococci in Teleme cheese had increased from the levels in the curd whereas that of the Leuconostoc spp. present was similar at both stages after a transient increase between 30 and 60 days. In Turkish white cheeses, species of Enterococcus, Lactobacillus, Leuconostoc and Pediococcus dominate during ripening (Bintsis and Papademas, 2002; Hayaloglu et al., 2002). Enterococci numbers remained constant during the ripening of Turkish Kashar cheese, with Ec. faecium and Ec. durans being the most frequently isolated, while Lb. casei, Lb. plantarum and Lb. rhamnosus were the dominant non-starter lactobacilli in the mature cheese (Aran, 1998). Significance of NSLAB in cheese manufacture Influence of non-starter lactobacilli on cheese quafity
Non-starter lactobacilli can impact on cheese quality in both beneficial and detrimental ways; however, an increasing number of studies have shown that selected adjunct strains of Lactobacillus spp. positively influence cheese quality (Fox et al., 1998; Table 2). Cheddar cheese produced under controlled bacteriological conditions in aseptic vats can develop full mature flavour in the absence of non-starter lactobacilli, although non-starter lactobacilli are believed to add desirable flavour notes and reduce harshness and bitterness associated with some starter cultures (McSweeney etal., 1994; Shakeel-Ur-Rehman et al., 2000). The presence of non-starter lactobacilli in commercial cheese is associated with the development of
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The Microbiology of Cheese Ripening
more intense Cheddar flavour in a shorter time (Reiter et al., 1967). Obligate heterofermentative lactobacilli that occur in the latter stages of ripening have been associated with the occurrence of undesirable flavours and textures in Cheddar (Dacre, 1953; Laleye et al., 1987; Khalid and Marth, 1990) and flavours in Gouda (Kleter, 1977). The racemisation of L-lactate to D-lactate by non-starter lactobacilli can result in the occurrence of a surface white spot defect as a consequence of calcium D-lactate crystal deposition in the mature cheese (Thomas and Crow, 1983b). However, Sherwood (1939) observed that Lb. casei and Lb. plantarum could improve Cheddar flavour, and although the inclusion of non-starter lactobacilli accelerated flavour development, Law et al. (1976) were unable to attribute the improved flavour obtained with a curd-derived whole reference flora to any specific non-starter group. Later investigations by Puchades et al. (1989), Broome et al. (1990b) and Lee etal. (1990a,b) established that cheeses containing adjuncts of Lb. casei and Lb. plantarum developed higher levels of free amino acids and received higher flavour intensity scores than control cheeses; Lb. brevis-containing cheese had an inferior flavour. Typically, the inclusion of adjunct strains of nonstarter lactobacilli results in improved flavour intensity, increased aroma and accelerated ripening. Although primary proteolysis was not affected by the adjunct cultures, the levels of small peptides and free amino acids were higher than in the control cheese (Table 2). The same volatiles tend to be present in both control and adjunct-containing cheeses but their relative concentrations differ significantly (Dasen et al., 1999). An alternative strategy to accelerate cheese ripening is the use of attenuated cultures (El Soda et al., 2000). Cheddar cheese made with attenuated adjunct strains of Lb. casei had improved sensory and textural characteristics (Trepanier et al., 1992; Madkor et al., 2000). The presence of adventitious NSLAB introduces variability into the ripening process that cannot be easily controlled by the cheesemaker. The species and strain composition of the non-starter Lactobacillus population exhibits not only inter-factory differences (Williams and Banks, 1997; Fitzsimons et al., 1999; Antonsson et al., 2001; Berthier et al., 2001; Crow et al., 2001; De Angelis et al., 2001), but also differences in cheeses produced at the same factory on different days and in cheeses from different vats on the same day (Naylor and Sharpe, 1958b; Fitzsimons et al., 2001; Williams et al., 2002a). The relationship of these population differences to between-batch variations in the quality of the cheese has not been established.
301
Use of other NSLAB as adjunct cultures
Pediococci enhanced the flavour of Feta (VafopoulouMastrojiannaki etal., 1990) and low-fat Cheddar cheeses (Bhowmik et al., 1990). In contrast, Law et al. (1976) observed that pediococci alone had no impact on flavour development in Cheddar cheese, but were effective in combination with other starter bacteria. There are contradictory reports on the role of enterococci. Although unsuitable as starters due to their low milk-acidifying ability and poor extracellular proteolytic activity, many strains have beneficial metabolic traits (Sarantinopoulos et al., 2001; Delgado et al., 2002). Enterococci impart desirable flavours to a number of cheeses, including Cheddar (Jensen et al., 1975; Gardiner etal., 1999b), Manchego (Ordofiez et al., 1978) and Cebreiro (Centeno et al., 1999). In contrast, high numbers of enterococci resulted in the deterioration of the sensory properties of Parmesan and a Spanish blue cheese (Thompson and Marth, 1986; L6pez-D~az et al., 1995). Recent results show that three strains of Ec. faecalis, two of Ec. faecium, one of Ec. casseliflavus and one of Ec. durans had no effect on the flavour of Cheddar cheese (Rea and Cogan, unpublished). The perceived beneficial role of enterococci on flavour has resulted in their inclusion in defined-strain starter cultures for Mozzarella (Coppola etal., 1988; Parente etal., 1989), Feta (Litopoulou-Tzanetaki et al., 1993), Venaco (Casaha and Zennaro, 1997) and Cebreiro (Centeno et al., 1996b) cheeses. The use of enterococci as adjuncts will also depend on the resolution of outstanding safety issues. Adjunct NSLAB as probiotics
Lactic acid bacteria have a long history of safe use in foods and there is now considerable interest in their probiotic potential (Mattila-Sandholm etal., 1999). Cheese is effective as a functional food and as a convenient vehicle for the introduction of probiotic cultures into the diet because, in comparison with yoghurt and other fermented milk products, cheese has a solid matrix, and a higher pH, buffering capacity and fat content, which help protect the probiotic strain during intestinal transit to the site of action (Ross et al., 2002). Cheddar cheese is an effective carrier for probiotic Lb. paracasei (Gardiner et al., 1998), Ec. faecium (Gardiner etal., 1999a,b) and two bifidobacteria (McBrearty et al., 2001). The probiotic Lb. paracasei adjuncts had no adverse effects on the flavour and sensory characteristics of the cheese (Gardiner et al., 1998), whereas after ripening for 6 months, Cheddar containing the Ec. faecium adjunct exhibited improved flavour over the control (Gardiner et al., 1999b). Bulgarian yellow cheese and Argentinian Fresco cheese have also been
302
The Microbiology of Cheese Ripening
used for the delivery of probiotic strains (Vinderola et al., 2000; Atanassova et al., 2001). Biochemical activities of NSLAB that are important in cheese ripening
The range and extent of the activities of the principal NSLAB, which establish during ripening, determine their overall impact on cheese quality. The use of NSLAB to manipulate or accelerate cheese flavour development requires effective pre-screening to identify isolates that have suitable metabolic capabilities. Historically, the choice of adjunct strains for evaluation in cheesemaking trials has been random and not based on biochemical criteria, and consequently the effects of adjuncts were often inconclusive. The use of strains with defined metabolic attributes as adjuncts offers the potential to specifically manipulate cheese flavour development (Williams et al., 2000; Tanous et al., 2002).
enzymes (Fox and McSweeney, 1996). Starter bacteria make a greater contribution to protein breakdown than NSLAB (Lane and Fox, 1996; Lynch et al., 1996, 1997), whose principal contribution appears to be peptidolysis and the release of free amino acids (Williams and Banks, 1997; Muehlenkamp-Ulate and Warthesen, 1999). Peptides are hydrolysed intracellularly by a variety of endopeptidases, aminopeptidases, dipeptidases and tripeptidases, some of which are proline-specific and some of which have overlapping specificities (Christensen et al., 1999). Wide-ranging peptidolytic activities have been detected in non-starter lactobacilli (Khalid and Marth, 1990; Williams and Banks, 1997; Williams et al., 1998), pediococci (Bhowmik and Marth, 1990b; Vafopoulou-Mastrojiannaki et al., 1994) and Leuconostoc spp. (El Shafei et al., 1990), although activities in enterococci, isolated from cheese, are generally low (Arizcun et al., 1997b; Hemati et al., 1998; Sarantinopoulos et al., 2001).
Citrate utilisation
Amino acid catabolism
Although citrate is present at low levels in milk, it is the precursor of diacetyl and acetate, important flavour components of some cheese varieties; the CO2 produced is responsible for eye formation in Dutch cheeses and can affect the texture of other varieties. Other products of citrate metabolism, acetoin and 2,3-butanediol, do not impart flavour. It is probable that citrate is catabolised by the adventitious lactobacilli, although it is not used as an energy source (Palles et al., 1998; Williams et al., 2000). Leuconostoc spp. also have the ability to co-metabolise sugar(s) and citrate but the excess pyruvate produced is reduced to D-lactate (Hugenhohz, 1993). Enterococci also metabolise citrate and can form acetalydehyde, acetoin and diacetyl, metabolic capabilities that have resulted in the inclusion of enterococci in starter cultures for Cebreiro (Centeno etal., 1996b), Feta (Litopoulou-Tzanetaki et al., 1993) and Mozzarella cheeses (Coppola et al., 1988; Parente et al., 1989). The production of diacetyl from glucose by pediococci has also been reported (Ray, 1995).
Although peptides and amino acids contribute to cheese flavour, attempts to increase their formation by over-expression of enzyme activity (Christensen et al., 1995) or the addition of free amino acids to the curd at the manufacturing stage (Wallace and Fox, 1997) have not been successful in enhancing flavour. The implication, therefore, is that the transformation of amino acids rather than their release is the rate-limiting step in flavour formation. The catabolism of amino acids can result in the formation of many compounds that contribute to cheese flavour (McSweeney and Sousa, 2000). Degradative mechanisms potentially include deamination, decarboxylation, desulphuration, oxidation and reduction reactions resulting in the formation of amines, aldehydes, alcohols, indoles, carboxylic acids and sulphur-containing moieties (Yvon and Rijnen, 2001; see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1). The range of amino acid converting enzymes in cheese lactobacilli is restricted (Yvon and Rijnen, 2001). Amino acid breakdown by LAB is initiated by an o~-ketoglutarate-dependent transaminase. The resultant o~-keto acids are subjected to further enzymatic or chemical reactions to hydroxyacids, aldehydes, alcohols and carboxylic acids (Yvon and Rijnen, 2001). Cell-free extracts (Groot and De Bont, 1998; Klein et al., 2001) and non-proliferating suspensions of lactobacilli (Kieronczyk et al., 2001), leuconostoc and enterococci (Tavaria et al., 2002) generate important cheese flavour compounds from amino acids. Branched-chain and aromatic amino acid aminotransferase activities have been detected in non-starter lactobacilli (Gummalla and Broadbent, 1999, 2001; Curtin et al., 2001; Hansen
Proteolysis Lactic acid bacteria possess a complex, well-characterised, proteolytic system, which enables them to meet their amino acid requirements from the hydrolysis of milk proteins (Christensen et al., 1999). The peptides and the amino acids released also contribute to, and act as precursors for, flavour development in cheese. In Cheddar cheese, primary proteolysis is effected by the added chymosin and endogenous milk enzymes, whilst small peptides and free amino acids are released from the primary products by the action of the LAB proteolytic
The Microbiology of Cheese Ripening
303
et al., 2001; Williams et al., 2001, 2002b). The degradation of sulphur-containing amino acids proceeds via an aminotransferase (Dias and Weimer, 1998; Amarita etal., 2001) or cystathionine lyase-mediated pathway (Smacchi and Gobbetti, 1998). The addition of ot-ketoglutaric acid to cheese curd enhances the conversion of amino acids into aroma compounds (Yvon et al., 1998; Banks et al., 2001).
and whereas Ec. faecalis strains were the most lipolytic, Ec. faecium strains were more esterolytic. Pediococci and some Leuconostoc spp. are also actively esterolytic (Bhowmik and Marth, 1989; VafopoulouMastrojiannaki et al., 1994; Katz et al., 2002).
Lipolysis
Propionic acid bacteria are usually found in Swiss-type cheeses where they grow during ripening and contribute to the characteristic flavour and appearance of these cheeses. Their primary contribution is their ability to metabolise lactic acid present in the cheese curd:
Screening studies using natural substrates, triglycerides and synthetic chromogenic substrates have confirmed the presence of lipase and esterase activities in non-starter lactobacilli (Khalid and Marth, 1990). In general, the enzymes are intracellular and activities are strain-specific. In the majority of strains, activities increased as the carbon chain length of the fatty acid decreased. A 65-kDa intracellular lipase from Lb. plantarum has been purified (Gobbetti et al., 1996). Intracellular esterases have also been purified and characterised from Lb. plantarum (Andersen et al., 1995; Gobbetti et al., 1997a), Lb. casei (Castillo et al., 1999) and Lb. fermentum (Gobbetti et al., 1997b). They are all serinedependent enzymes with an estimated molecular mass ranging from 70 to 105 kDa (subunit mass 25-40 kDa). The response of esterase activity to the effects of salt, temperature and pH is strain-dependent (Gobbetti et al., 1999a) but retention of this activity during ripening is important for flavour formation both from lipolysis and ester formation. The beneficial effect of enterococci in cheesemaking has been attributed to the hydrolysis of milk fat by esterases (Tsakalidou et al., 1993). The released fatty acids can be further converted into methyl ketones and thioesters which have been implicated as cheese flavour compounds. A survey confirmed that food isolates were lipolytic and hydrolysed all triglycerides from tributyrin to tristearin with decreasing efficiency as the carbon chain length of the fatty acid increased (Sarantinopoulos et al., 2001). Multiple esterase activities were present
~ 10 T --, 9
3 Lactate -+ 2 Propionate + Acetate 4- CO2 4- H20 The CO2 produced is responsible for formation of large eyes that are a feature of these cheeses and the acetic and propionic acids contribute to flavour development. Propionic acid bacteria in the cheese milk survive the relatively high cooking temperature, - 5 4 ~ used in the manufacture of these cheeses and their growth is stimulated by increasing the ripening temperature to 18-22 ~ (Fig. 3). Propionic acid bacteria will typically attain levels of 108-109 cfu g-1 cheese after a few weeks, at which time the cheese is cooled to limit further growth (Steffen et al., 1993). Studies on autolysis of PAB are limited and while spontaneous autolysis of P. freudenreichii occurs in synthetic media (Lemee et al., 1995), no evidence of its autolysis was detected during cheese ripening (Valence et al., 1998). Propionic acid bacteria have been implicated in late blowing of Grana cheese. Scanning electron microscopy demonstrated the presence of damaged cells of P. freudenreichii, suggesting that autolysis did occur in Grana cheese (Cappa et al., 1997). Bacteriophage infection of P. freudenreichii
Transfer to Hot Room, 22~ 9
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Propionic Acid Bacteria
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304 The Microbiology of Cheese Ripening occurs in Swiss-type cheese and may contribute to PAB lysis during cheese ripening (Gautier et al., 1995). Interactions between PAB and other bacteria are important during cheese ripening. Propionic acid bacteria do not grow well in milk-based media; however, proteolysis of casein by rennet and starter bacteria stimulates growth (Baer, 1995). Further, Piveteau et al. (2000) demonstrated that growth of PAB in milk or whey did not occur unless the initial cell density was > 106 cfu ml-1. Growth inhibition appeared to be due to a heat-stable inhibitor(s) present in the whey. Pre-growth of some LAB, used as starter cultures in Swiss-type cheese manufacture, in milk removed the inhibition. Antagonistic interactions between PAB and various LAB were reported by Alekseeva et al. (1983). Nine of twenty-two strains of LAB tested were antagonistic for PAB; Lc. lactis subsp, lactis had the greatest inhibitory effect, while Lc. lactis subsp, cremoris, Sc. thermophilus and Lb. helveticus were compatible with P. freudenreichii and P. shermanii. Inhibition of PAB by Lb. rhamnosus and Lb. casei has also been reported by Jimeno etal. (1995). Interactions between 14 LAB, including strains of Lb. helveticus, Lb. acidophilus, Lb. lactis, Sc. thermophilus and Lc. lactis and P. freudenreichii or P. acidipropionici in whey were investigated by Piveteau et al. (1995). No inhibition was observed, and Lb. helveticus and Sc. thermophilus stimulated the growth of the PAB.
Micrococcus and Staphylococcus Micrococci and staphylococci have traditionally been placed in the family Micrococcaceae; however, phylogenetically they are not closely related. Micrococci have a high GC content and are related to the actinomycetes whereas staphylococci have a low GC content and are found in the clostridal branch of the eubacteria. Most micrococci and staphylococci grow in ->5% NaC1 and are considered by some authors to contribute to the ripening process. Many of the media used for the isolation of micrococci and staphylococci from cheese are not very selective and do not distinguish between them. Confirmation of genus requires further biochemical or molecular analysis. As many of the reported studies do not include such characterisation, care must be taken when drawing conclusions regarding the type of bacteria isolated (Fig. 4).
Micrococci Micrococci are obligate aerobes with optimum growth temperatures of 25-37 ~ The genus Micrococcus has been recently divided into Micrococcus, Kocuria, Nesterenkonia, Kytococcus and Dermacoccus based on a phylogenetic and chemotaxonomic study (Stackebrandt
et al., 1995). They have been isolated from a variety of cheeses, including Cheddar, Iberian and whitebrined cheeses (Bhowmik and Marth, 1990a; Freitas and Malcata, 2000; Bintsis and Papademas, 2002). However, the ripening temperature and the absence of oxygen internally in most cheese varieties inhibit their growth and thus they are present at lower numbers than the other microbial groups. Micrococci possess a range of hydrolytic enzymes that could contribute to cheese ripening (Bhowmik and Marth, 1990a). The population in Tenerife cheese during ripening ranged from 106 to 108 cfu g-1 and it was proposed that their lipolytic activity could have contributed to flavour development (Zarate et al., 1997). Micrococci are also believed to contribute positively to the maturation of surface-ripened Taleggio cheese (Gobbetti et al., 1997c). However, attempts to improve the flavour of low-fat Cheddar with a Micrococcus sp. adjunct were not successful (Bhowmik et al., 1990). The adjunct-containing cheese contained higher levels of acetate and, although the sulphur volatiles were not affected, an intense off-flavour developed. Staphylococci Staphylococci are facultative anaerobes, but growth is more rapid and abundant under aerobic conditions. Most strains grow in the presence of 15% NaC1 and between 18 and 40 ~ They have been isolated from a number of cheese varieties and form a significant portion of the surface flora of some cheeses (Cuesta etal., 1996; Aran, 1998; Avellini et al., 1999; Albenzio et al., 2001; Corsetti et al., 2001a). Batch, geographical location, year and season of manufacture affect their numbers in Serra da Estrela and Caciocavallo Silano cheeses (Tavaria and Malcata, 2000; Corsetti et al., 2001b). In Serra da Estrela cheese the major staphylococci are Staph. xylosus, Staph. aureus and Staph. epidermidis, with Staph. xylosus predominating at the end of ripening (Macedo et al., 1995). Lower numbers of Staph. simulans and Staph. hominis were present. Similar species have been identified in other ovine and caprine milk cheeses (Fernandez del Pozo et al., 1988; Freitas and Malcata, 2000). Staph. aureus is a recognised food-borne pathogen and, although present during the initial ripening stages of Serra da Estrela cheese, it showed a tendency to disappear during maturation (Fernandez del Pozo etal., 1988; Macedo etal., 1995). The contribution of staphylococci to flavour development in cheese has not been clearly defined.
Moulds Moulds contribute to ripening of many cheeses, particularly surface mould-ripened cheeses like Camembert and Brie, which depend on growth of P. camemberti
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Ripening period (days) Figure 4 Changes in the population of micrococci and/or staphylococci during ripening of: (A) Tenerife (@), Afuega'l Pitu (m), La Serena (A), Penamellera (surface) (O), Penamellera (interior) (9 and Fossa Pit (I-1); (B) Kashar (O; Aran, 1998)), Cabrales (surface) (A), Cabrales (interior) (A), Armada (@), Taleggio (surface) (m; Gobbetti etal., 1997c) and Taleggio (interior) (I-l; Gobbetti et al., 1997c) and (C) Swiss type (a) (I-1), Swiss type (b) (m), Picante de Beira Baixa ( 9 Freitas et aL, 1996), Serra da Estrela (O) and Canestrato Pugliese (~). Where not indicated data were collected from sources as outlined for Fig. 2.
on the cheese surface, and blue-veined cheeses, like Roquefort, Gorgonzola, Stilton and Danish Blue which depend on the growth of P. roqueforti within the cheese matrix. In Camembert and Brie, P. camemberti develops on the cheese surface 6-7 days post-manufacture. Once
fully grown, the surface is covered with a white 'mat' of mould hyphae. P. camemberti metabolises lactate to CO2 and H20 and contributes to proteolysis, resulting in production of NH3. This results in deacidification of the cheese surface within 3 weeks and the establishment of a pH gradient from the surface (basic) to the interior
306 The Microbiology of Cheese Ripening
(acidic). The increase in pH and breakdown of Otsl-casein by rennet are responsible for the softening of the curd which gradually extends towards the centre, and is visible in a cross-section of the cheese (see 'Metabolism of Residual Lactose and of Lactate and Citrate', Volume 1; 'Surface Mould-ripened Cheeses', Volume 2). During the production of most blue-veined cheeses, a water suspension of P. roqueforti spores is added to the milk prior to setting, or spores are dusted onto the curd. Following whey drainage and salting, the cheese is pierced, which facilitates the diffusion of oxygen into the interior of the cheese and growth of P. roqueforti. Gas production by heterofermentative LAB and yeasts, results in curd-openness, which further aids the diffusion of oxygen (Devoyod et al., 1972). The production of methyl ketones by P. roqueforti is inhibitory to further mould growth, and may be a factor in preventing excessive mould development in blue-veined cheese (Girolami and Knight, 1955; see 'Blue Cheese', Volume 2). Moulds are associated with a range of other cheese varieties; however, the moulds involved and their impact on ripening are less well understood. A complex fungal flora comprising Penicillium, Mucor, Cladosporium, Geotrichum, Epicoccum and Sporotrichum develop on the surface of the French cheeses, St Nectaire and Tome de Savoie, while Penicillium, and Rhizomucor, have been reported on the surface of the Italian cheese, Taleggio and Geotrichum on that of Robiola (Gripon, 1993). The surface of the Norwegian cheese, Gammelost, is sprayed with Rhizomucor (Oterholm, 1984), while P. roqueforti is sometimes introduced to the cheese interior after piercing (Gripon, 1993). Yeast Yeasts occur naturally in many cheeses, but particularly in those made from raw milk. The low pH, moisture content, temperature and high salinity, favour the growth of yeast, and numbers on the surface can reach 105-108 cfu g-1 (Fleet, 1990). Their role in deacidification and the formation of metabolites such as ethanol, acetaldehyde and CO2 is beneficial. However, they can also cause spoilage. Fruity and bitter offflavours, gassy and open texture have been attributed to yeast activity. There is considerable diversity in the yeast flora although Debaromyces hansenii is the dominant one on smear- and surface-ripened cheeses such as Limburger, Tilsit, St Nectaire, Roquefort, Camembert and Cabrales (Fox et al., 2000), Danish Blue (van den Tempel and Jakobsen, 1998), white-brined cheeses (Bintsis and Papademas, 2002) and various Spanish and Portuguese AOP cheeses (Freitas and
Malcata, 2000). Many commercial smear preparations include Candida utilis, Geotrichum candidum and Kluyveromyces lactis together with D. hansenii. Other yeasts frequently found include Candida, Geotrichum,
Kluyveromyces, Pichia, Rhodotorula, Saccharomyces, Trichosporon, Torulospora, Yarrowia and Zygosaccharomyces spp. Changes in the total yeast population over the maturation period have been monitored for several cheese varieties (Fig. 5), and there is evidence that the yeast population of the traditional Greek cheese, Anevato, was affected by the season of manufacture (Hatzikamari et al., 1999). Although there is considerable information on the population size and species composition there is very little information on the changes in species and strain profiles throughout ripening, van den Tempel and Jakobsen (1998) reported that D. hansenii, C. rugosa, Y. lipolytica and Zygosaccharomyces spp. were the dominant species in Danish Blue cheese ripened for 1 or 14 days, but after 28 days only D. hansenii and C. rugosa were found. D. hansenii was the dominant species throughout the ripening of Danbo, whereas Trichosporon, Rhodotorula and Candida spp. were detected in the initial stages (Petersen et al., 2002). Restriction fragment length polymorphism of mitochondrial DNA confirmed that several strains of D. hansenii were present from the beginning of ripening, and a succession of strains occurred during maturation. A sequential appearance of yeasts on the surface of the ripening curd of St Nectaire cheese over a 2-month period has been observed (Marcellino and Benson, 1992). The surface was initially colonised by Debaromyces and Torulopsis spp. but within 4 days rapid growth of G. candidum and filamentous fungi occurred and rind thickening continued up to 2 months as the fungal hyphae penetrated into the curd. The involvement of yeasts in the maturation process necessitates that further insights into their population changes during ripening be sought. Yeasts are located not only on the cheese surface but are also found within the curd. Yeast levels in the curd of Camembert are 1 log lower compared to the surface (Schmidt and Lenoir, 1980). Most studies on the microflora of Cheddar cheese neglect to monitor the presence of yeasts although a high proportion of Australian and South African cheeses sampled contained yeasts (Fleet and Mian, 1987; Lues et al., 1999; Welthagen and Vijoen, 1999). In these studies, the population in the majority of cheeses exceeded 105 cfu g-1 at some stage during maturation, a level at which the population can impact on flavour development. The yeast population declined from 105 cfu g-1 tO 10 3 cfu g-1 over a 3-month ripening period in one trial in cheeses manufactured in open vats, whilst in a
The Microbiology of C h e e s e R i p e n i n g
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Ripening period (days) Figure 5 Changes in the population of yeast during ripening of: (A) Tenerife (4), Afuega'l Pitu (E), La Serena (&), Penamellera (surface) (O) and Penamellera (interior) (9 (B) Kashar (O), Cabrales (surface) (A), Cabrales (interior) (A) and Armada (E) and (C) Ovine (ewes') milk cheese (O; Vioque et aL, 2000), Swiss type (E), Picante Beira (A) and Serra da Estrela (9 Where not indicated data were collected from sources as outlined for Figs 2 and 3.
different cheese production (Welthagen and Vijoen,
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flavour and aroma notes in cheese curd (Martin et 1999; Wyder and Puhan, 1999b).
106 cfu g-1 over the first 40 days of ripening before declining. The involvement of yeast in the ripening process of Cheddar cheese is uncertain. Yeasts possess proteolytic and lipolytic enzymes (van den Tempel and Jakobsen, 2000; Klein et al., 2002), form volatile sulphur compounds (Bonnarme
2001) and are able to develop appropriate
al.,
Surface Smear Micro-organisms Many European cheeses are characterised by a complex surface 'smear' flora that consists of yeasts
308
The Microbiology of Cheese Ripening
and Gram-positive cocci, mainly Staphylococcus, and irregular rod-shaped coryneform bacteria that are classified within families of the Actinobacteria including, Arthrobacter, Brevibacterium, Corynebacterium and Microbacterium (Bockelmann and Hoppe-Seyler, 2001; Brennan et al., 2002). The surface smear may develop from the deliberate inoculation, after salting, with combinations of specific strains or a defined starter culture (Bockelmann, 2002), but more traditionally the growth of the surface microflora is initiated by 'old-young' smearing. The microbiology of the smear is complex and not fully characterised. Ripening conditions (12-16~ RH >90%) and repeated smearing result in rapid smear development. It is believed that yeasts develop initially, oxidise the lactate to CO2 and water and release ammonia by deamination of amino acids. This results in the pH on the surface increasing to a level favourable for bacterial growth. A number of yeast genera have been isolated from the smear population (Eliskases-Lechner and Ginzinger, 1995; Wyder and Puhan, 1999a; Corsetti et al., 2001a). Studies on the evolution of yeast indicate that the highest numbers of 108-109 cfu g-1 are reached after about 7 days of ripening (EliskasesLechner and Ginzinger, 1995). The population is not static; however, and a succession of species and strains occurs during ripening (Petersen et al., 2002). Coryneform bacteria are dominant in the surface flora for most of the ripening period and although there are reports of the isolation and identification of species from many different genera, there is little information on changes that occur in the population profile during ripening (Beresford et al., 2001). In smears developed from defined starters, the initial high numbers of A. nicotianae declined in aged cheese whilst the numbers of B. linens were generally variable and low throughout ripening (Bockelmann, 2002). A recent study (Brennan et al., 2002) in which the bacteria in the smear population were identified, using a polyphasic approach, at four different stages during ripening, found little evidence for microbial succession. The absence of species progression during ripening may reflect the manufacturing processes used as the cheese surface was washed frequently with the resultant disruption of microcolonies and widespread distribution of the released cells over the cheese surface. The interactions between and within the yeast and the bacterial populations are essential for smear development and cheese ripening. The progression of microbial growth on the cheese surface is a consequence of these interactions. This development, depicted schematically by Bockelmann (2002), results in the establishment of a complex stable smear population and the development of the typical colour, texture and flavour of the cheese variety. In view of the impact that different species may
exert during ripening, a systematic assessment of the dynamics of the bacterial smear population during maturation is warranted (see 'Bacterial Surface-ripened Cheeses', Volume 2).
Summary A major diversity of microbial flora is associated with cheese ripening. This flora may result from deliberate addition or through adventitious colonisation. The application of molecular techniques to the study of cheese microbiology is providing a valuable insight into the behaviour of individual strains and populations during ripening. Further characterisation of metabolic potential of the cheese flora is required to elucidate the methods by which these micro-organisms influence cheese quality. The diversity of the flora at species and strain level provides a major biotechnological resource that offers the potential for manipulation in the development of new and innovative cheese products.
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Bhowmik, T., Riesterer, R., van Boekel, M.AJ.S. and Marth, E.H. (1990). Characteristics of low-fat Cheddar cheese made with added Micrococcus or Pediococcus species. Milchwissensch@ 45,230-235. Bintsis, T. and Papademas, P. (2002). Microbiological quality of white-brined cheeses: a review. Int. J. Dairy Technol. 55, 113-120. Bintsis, T., Litopoulou-Tzanetaki, E., Davis, R. and Robinson, R.K. (2000). Microbiology of brines used to mature Feta cheese. Int.J. Dairy Technol. 53, 106-112. Bizzarro, R., Tarelli, T.T., Giraffa, G. and Neviani, E. (2000). Phenotypic and genotypic characterization of lactic acid bacteria isolated from Pecorino Toscano cheese. Int. J. Food Microbiol. 12,303-316. Bockelmann, W. (2002). Development of defined surface starter cultures for the ripening of smear cheeses. Int. Dairy J. 12, 123-131. Bockelmann, W. and Hoppe-Seyler, T. (2001). The surface flora of bacterial smear-ripened cheeses from cow's and goat's milk. Int. DairyJ. 11,307-314. Bonnarme, P., Lapadatescu, C., Yvon, M. and Spinnler, H.E. (2001). L-Methionine degradation potentialities of cheese-ripening microorganisms. J. Dairy Res. 68, 663-674. Botazzi, V., Battistotti, B., Vescovo, M., Rebecchi, A. and Bianchi, E (1992). Development and lysis of homofermentative thermophilic lactobacilli microcolonies in Grana cheese. Ann. Microbiol. Enzimol. 42,227-247. Bouton, Y., Guyot, P. and Grappin, R. (1998). Preliminary characterization of microflora of Comte cheese. Int. J. Food Microbio!. 85, 123-131. Bramley, AJ. and McKinnon, C.H. (1990). The microbiology of raw milk, in, The Microbiology of Milk, Dairy Microbiology, Robinson, R.K., ed., Elsevier Applied Science, London. pp. 163-208. Brennan, N.M., Ward, A.C., Beresford, T.P., Fox, RE, Goodfellow, M. and Cogan, T.M. (2002). Biodiversity of the bacterial flora on the surface of a smear cheese. Appl. Environ. Microbiol. 68,820-830. Broome, M.C., Krause, D.A. and Hickey, M.W. (1990a). The isolation and characterization of lactobacilli from Cheddar cheese. Aust. J. Dairy Technol. 45, 60-66. Broome, M.C., Krause, D.A. and Hickey, M.W. (1990b). The use of non-starter lactobacilli in Cheddar cheese manufacture. Aust. J. Dairy Technol. 45, 67-73. Buyong, N.G., Kok, J. and Luchansky, J.B. (1998). Use of a genetically-enhanced, pediocin-producing starter-culture, Lactococcus lactis subsp, lactis MM217, to control Listeria monocytogenes in Cheddar cheese. Appl. Environ. Microbiol. 64, 4842-4845. Cappa, E, Bottazzi, V., Bosi, E and Parisi, M.G. (1997). Characterization of propionibacteria in Grana cheese. Sci. Tecn. Lattiero-Caesaria 47,405-414. Carminati, D., Mazzucotelli, L., Giraffa, G. and Neviani, E. (1997). Incidence of inducible bacteriophage in Lactobacillus helveticus strains isolated from natural whey starter cultures.J. Dairy Res. 80, 1505-1511. Casalta, E. and Zennaro, R. (1997). Effect of specific starters on microbiological, biochemical and sensory
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Raw Milk Cheeses E. Beuvier and S. Buchin, Station de Recherches en Technologie et Analyses Laitieres, Institut National de La Recherche Agronomique, Poligny, France
Introduction About 700 000 tonnes of raw milk cheeses (R cheeses) are produced annually in Europe, particularly in France, Italy and Switzerland, and they represent a significant proportion of the cheese produced (approximately 10% of the total cheese production in the European Union and Switzerland) (Grappin and Beuvier, 1997). Due to large-scale production and widespread areas of production, R cheeses have a true social and economic importance in several European countries (Cogan and Rea, 1996; Grappin, 1997). However, contrasting situations exist in Europe concerning R cheese production; for example, 191 000 tonnes per year (20% of the total ripened cheese production) was produced in France in 1999 (CNIEL, 2002) and close to 5 000 tonnes (1.5% of the total cheese production) in Spain in 2001 (ValentinGamazo, personal communication). These cheeses represent many years of tradition, constitute the product of a specific territory, evolve from a rural civilisation and could be considered a type of handcraft. Moreover, in Europe, some traditional R cheeses have a protected designation of origin (PDO) (Bertozzi and Panari, 1994). Cheese manufacture is constantly evolving and there is a tendency to consolidate numerous small units into larger ones for most varieties of cheese. This implies changes in milk production, with consequences for the quality of the milk. In particular, milk collection has changed; milk is collected over a wider area, resulting in co-mingled milks, and increased transport and storage time before processing. This induces the development of microbial populations which are different from those present in milk at the farm (Mocquot, 1986). One of the consequences of this is the need for milk that is more and more microbiologically 'clean' due to the improvement in hygiene on the farm, which, in turn, is enforced particularly by European microbial standards (Directive 92/46/EEC) (Odet, 1999). For example, at present, it is common to find in France, and in particular in the provinces of FrancheComte and Rh~Sne-Alpes, raw milk with a total count on the farm of less than 5 000 cfu m1-1 (Bouton; Michel, personal communication). Another consequence is the modification of the cheese manufacturing practices. In order to destroy pathogens and standardise the milk
microflora, pasteurisation of milk has become widespread. The use of raw milk and 'wild' starters requires constant adaptation of the technological conditions to ensure a good-quality product. In contrast, the use of selected starters, however unspecific, is now in general use. Combined with the standardisation of milk and the general use of a secondary microflora, this leads to cheeses with a more constant and uniform quality (Mocquot, 1986). Faced with this change in milk production and cheese manufacture, there is a need for knowledge of the natural biodiversity of microorganisms, their role, and the need and the way of preserving it. This is the reason why, over the last decade, much experimental work has been carried out, mainly in Europe, in order to demonstrate the specific characteristics of R cheeses. This has led to numerous publications from different laboratories in which R cheeses have been compared with pasteurised (P cheese) and/or microfihered milk cheeses (MF cheese), in which most of the natural microflora is removed. In contrast to pasteurisation, microfihration of milk eliminates a great part of the indigenous microflora without concomitant heatinduced changes in enzymes, except for the cream which is heat-treated (by pasteurisation or higher heat treatment); microfihration is applied to skim milk. Moreover, if heat treatment leads to a selection of the microorganisms according to heat sensitivity, microfiltration reduces the level of microorganisms more or less according to their morphology and volume (Grappin and Beuvier, 1997; Saboya and Maubois, 2000). Otherwise, heat treatment also acts on natural milk enzymes; this effect is more marked in P cheese than in MF cheese in which only cream (including sometimes retentate) is heat-treated. In this chapter, the knowledge of the contribution of raw milk to the development of the biochemical and sensory characteristics of R cheeses is summarised. Other studies (not direct comparisons) dealing with R and P cheeses are also considered when necessary. Moreover, recent work is used to give some examples of the diversity of the microflora of R cheeses. This chapter focuses particularly on biochemical and sensory aspects, with data on the microbiology of cheeses. Only a little information on pathogenic aspects
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
320
Raw Milk Cheeses
of R cheeses is given because pathogens are covered in 'Growth and Survival of Microbial Pathogens in Cheese', Volume 1.
14~
18~ It,
9
]
8 J
Microbiological Aspects 6
Levels of microorganisms
Generally, there is an opposite trend in numbers between starter lactic acid bacteria (LAB) and nonstarter lactic acid bacteria (NSLAB) during cheese maturation. Starter counts are high, usually 108-109 cfu g-i, at the beginning of ripening, and decrease regularly by two or more log cycles during ageing, whereas adventitious microorganisms, which are initially at a level often <103-104 cfu g-l, grow during ripening, generally reaching higher counts than the initial numbers of starter in mature cheese. McSweeney et al. (1993) and Beuvier et al. (1997), working on Cheddar and Swiss-type cheeses, respectively, found that the decline in mesophilic or thermophilic starter bacteria was slower in R cheeses than in P or MF cheeses, with a difference between R and P and MF cheeses at the end of ripening of one or two log cycles for the streptococci or lactobacilli (Beuvier et al., 1997). Adventitious bacteria in R, P or MF cheeses generally had similar growth curves but in R cheeses, they reached a plateau more rapidly, because of their high number at the beginning of ripening. Non-starter lactic acid bacteria (NSLAB), such as mesophilic lactobacilli, grow regularly during ripening, reaching 107-108 cfu g-1 in R cheeses and one or two log cycles lower in MF or P cheeses at the end of ripening (Fig. 1) (McSweeney et al., 1993; Beuvier et al., 1997; Buchin et al., 1998; Eliskases-Lechner et al., 1999" Xanthopoulos et al., 2000; Rehman et al., 2000c; Albenzio et al., 2001" Buffa et al., 2001b). Other groups of microorganisms, such as enterococci and propionibacteria, which occur naturally in raw milk, are found at higher numbers in R Raclette cheese (Klantschitsch etal., 2000) and Swiss-type cheese (Beuvier et al., 1997) than in P and MF cheeses. At the end of ripening, enterococci counts ranged between 106 and 107 cfu g-1 in R Raclette and 106 cfu g-1 in R Swiss-type cheeses. In corresponding cheeses made from P or MF milk, enterococcal counts were four or five logs lower than in Raclette, and one to three logs lower, in Swiss-type cheeses. Likewise, propionibacteria reached 107-108cfu g-1 in R Raclette cheese, at ripening temperatures of 17 and 20 ~ and 10 -8 cfu g-1 in R Swiss-type cheese, whilst propionibacteria counts did not exceed 102 cfu g-1 in P and MF Raclette cheeses (Klantschitsch et al., 2000), and 104 cfu g-1 in P Swiss-type cheese. On average, 107 cfu g-1 was found in MF Swiss-type cheese, probably due to
~
= 5
"~ o
--
I
/
/*-I
f
+Raw § Microfiltered -,- Pasteurised
3 2 /
1
1'5
29
z/3
57
71
Days of ripening
Figure 1
Evolution of mesophilic lactobacilli during the ripening of Swiss-type cheese made from raw, pasteurised or microfiltered milk (from Beuvier et al., 1997).
good growth of residual propionibacteria during ripening (Beuvier et al., 1997). Enterococcal counts were found to be 3.5 logs higher in R semi-hard (Morbiertype) cheese than in P cheese (Buchin et al., 1998) and on average 1.5 logs higher in 25 R Castellano cheeses (a hard Spanish cheese made from ewes' milk) than in 25 P Castellano cheeses, collected at the market (Roman-Blanco et al., 1999). Coliforms, Enterobacteriaceae and Gram- bacteria were generally found at higher levels during ripening of R than in P or MF cheeses; the differences depended on the cheese variety (McSweeney etal., 1993; Buchin etal., 1998; Xanthopoulos et al., 2000; Albenzio et al., 2001). There was no difference in coliform populations between R and P Swiss-type cheeses, as coliforms do not survive the manufacturing process (Beuvier et al., 1997; Eliskases-Lechner et al., 1999). Diversity of microorganisms
Generally, in studies comparing R and P cheeses, R cheeses are characterised by a natural highly variable, 'rich' microflora; this microbial diversity is not found in P cheeses (Grappin and Beuvier, 1997). Indeed, McSweeney et al. (1993) showed that strains of Lactobacillus spp., which dominated the non-starter microflora in Cheddar cheese, were much more heterogeneous in the R than in the P cheese. Compared to raw milk, combined pasteurisation and microfihration of milk resulted in a significant alteration of the Lactobacillus species and strain profile in the cheese (elimination of most of the Lb. paracasei strains and all the Lb. plantarurn strains (Dasen et al., 2003). In Canestrato Pugliese cheese (a hard Italian cheese), Polymerase chain reaction-Randomly Amplified Polymorphic DNA
Raw Milk Cheeses
(RAPD) revealed a greater diversity analysis in Lb. plantarum strains in R cheese than in P cheese (Albenzio et al., 2001). De Angelis et al. (2001) found that, in general, commercial Italian cheeses produced from raw ewes' milk contained a larger number of more diverse strains of NSLAB, especially mesophilic lactobacilli, than commercial Italian cheeses produced from pasteurised milk. The LAB populations found in farmhouse-produced Pecorino Sardo (an Italian semi-cooked ewes' milk cheese), made with raw milk and without the addition of a starter culture, were different from those found in the industrially manufactured cheese made from thermised or pasteurised milk inoculated with autochthonous thermophilic whey starters. Moreover, the intra-species and intra-genus genetic diversity in the LAB population is higher in the former (58-80%) than in the latter (20-28%) (Mannu et al., 2002). These authors concluded that the use of raw milk in the farmhouse cheese leads to the preservation of its wild microbiota and, consequently, the microbial diversity of natural LAB in cheese. New molecular techniques, such as denaturing gel gradient electrophoresis (DGGE) and temporal temperature gel electrophoresis (TTGE), based on the analysis of nucleic acids, without cultivation of microorganisms, were carried out to study the complexity of the microbial communities in cheese. Coppola et al. (2001) observed that artisanal Mozzarella cheeses made from raw milk were distinguished from industrial ones, made with pasteurised milk, by the appearance of a greater number of bands in the DNA profiles, reflecting a higher species diversity, in the former than in the latter cheese. Similar results were obtained by Ogier et al. (2002) in Camembert cheese. R Camembert cheese showed the most complex profiles; eight bands were detected in it, compared to five for P Camembert cheese. The results obtained with this approach showed that it could be possible to discriminate traditional products from industrial ones using culture-independent methods. In order to prevent the loss of microbial biodiversity in traditional R cheeses, several studies have been carried out in the past few years to increase information on the natural microflora of R cheeses. Raw milk cheeses have a very diverse microflora at the genus level and in species within the same genus (Estepar et al., 1999; Hatzikamari et al., 1999; Mannu et al., 2000; Callon et al., 2001; Prodromou et al., 2001; Garcia et al., 2002; Fortina et al., 2003). For example, in Avenato cheese, a traditional spreadable Greek cheese made from raw goats' or ewes' milk, 12 different species of LAB were isolated and identified throughout manufacture and storage: three species of Lactococcus (Lc. lactis, Lc. garviae and Lc. raffinolactis), three
321
species of Leuconostoc (Ln. mesenteroides, with the two subspecies mesenteroides and dextranicum, Ln. paramesenteroides and Ln. lactis) and six species of Lactobacillus (Lb. plantarum, Lb. coryneformis, Lb. paracasei, Lb. brevis, Lb. bifermentans and Lb. viridescens) (Hatzikamari et al., 1999). Likewise, among cocci isolated from Piemontese Toma cheese, an Italian semi-cooked cheese, two species of Lactococcus, six species of Streptococcus and three species of Enterococcus were identified throughout manufacture and ripening (Fortina et al., 2003). Raw milk cheeses also have a large diversity in terms of strains within the same species (Berthier et al., 2001; Andrighetto etal., 2002; Bouton etal., 2002). For example, in two individual Comte cheeses, made in two factories called 'fruitieres', known to produce cheeses with different sensory properties, 13 and 15 different strains of Lb. paracasei and Lb. rhamnosus species were detected throughout cheesemaking and ripening (Berthier et al., 2001). Those strains isolated during ripening originated, for the most part, from the raw milk. A recent study of Marcellino et al. (2001) reported great genetic diversity in the PCR-RAPD patterns of Geotrichum candidum strains isolated from traditional R cheeses, from seven regions of France; 48 different strains among the 64 isolates tested were found. All this microbial diversity contributes to the diversity in the flavour of R cheeses. Hygienic aspects
Table 1 indicates the microbiological standards set by EEC directive 92/46 for the four pathogens, Listeria monocytogenes, Staphylococcus aureus, Salmonella spp., and pathogenic E. coli, that constitute a major threat to the safety of cheese. Overall, dairy products and cheese, in particular, have a remarkably good safety record (Alterkruse et al., 1998; Neaves, 2000). According to the data available, milk and milk products were implicated in 5% of the total 3839 bacterial outbreaks reported in France from 1988 to 1997 and in 1-5% of the total bacterial outbreaks in six other countries: USA, Finland, The Netherlands, England and Wales, Germany and Poland (De Buyser et al., 2001). In all those countries, R cheeses were as frequently involved as P cheeses (30% each) in outbreaks reported between 1983 and 1997 (surveillance period varied according to the country). For the other 40%, milk treatment was unspecified (De Buyser et al., 2001). Analysis of unpublished data on food-borne disease outbreaks, listeriosis excluded, collected by the coordinator of the French surveillance system from 1992 to 1997, revealed 69 documented outbreaks involving milk and milk products as the
322
R a w Milk C h e e s e s
Table 1 Microbiological criteria for European raw and heattreated milk cheeses (Directive 92/46 EEC) Microorganism
ma
Listeria monocytogenes Salmonella
No L. monocytogenes in 25 g No Salmonella in 25 g 103 cfu g-1 10 4 cfu g- 1
Staphylococcus aureus Escherichia coil
Mb
nc
Cd
5
0
5
0
104 cfu g-1
5
2
105 cfu g- 1
5
2
a m: threshold value for the number of bacteria; the result is considered satisfactory if the number of bacteria in all sample units does not exceed 'm'. b M: maximum value for the number of bacteria, the result is considered unsatisfactory if one or more sample units contains 'M' or more. c n: number of sample units comprising the sample. d c: number of sample units where the bacterial count may be between 'm' and 'M'; the sample is still considered acceptable if the bacterial count of the other sample units is 'm' or less.
vehicle confirmed by the isolation of the etiological agent. Thirty R cheeses and thirty unspecified milk cheeses were involved. In these cheeses, the etiologic agents were S. aureus (88%), Salmonella (8%) and E. coli (3%) (De Buyser et al., 2001). Finally, according to the results mentioned above and the recent review by Donnelly (2001), it has never been clearly demonstrated that R cheeses are less safe than those made from pasteurised milk. As noted by Grappin and Beuvier (1997), the growth of milk pathogens in R cheese is highly dependent on the variety of cheese and on the technology involved. It is well documented that pathogens will grow more easily in cheese with high moisture, high pH and low salt content, than in cooked, long-ripened cheeses. The occurrence of pathogenic bacteria has been reported in certain soft cheeses (high moisture and high pH) made from raw milk (Ryser and Marth, 1987; Centeno et al., 1994b; Eppert et al., 1995; Freitas and Malcata, 2000; De Buyser et al., 2001; Menendez et al., 2001). Generally, surface-ripened cheeses represent a greater risk for the transmission of pathogens than other cheeses (Johnson et al., 1990a). Indeed, Maher and Murphy (2000) demonstrated that the rind of two Irish smear-ripened, farmhouse cheeses produced from raw milk may provide favourable conditions for the growth of many undesirable pathogenic microorganisms such as E. coli and S. aureus. However, the occurrence of pathogens such as L. monocytogenes is not solely a problem for R cheeses. Rudolf and Scherer (2001) have reported higher incidences of L. monocytogenes in red smear-ripened cheeses made from pasteurised milk
(8.0%) than in cheeses made from raw milk (4.8%). In another study (Loncarevic etal., 1995), however, L monocytogenes was found less frequently in soft and semi-soft cheeses made from heat-treated milk than in R cheeses. In the case of cheeses made from pasteurised milk, post-contamination is involved, as demonstrated, for example, by Canillac and Mourey (1993). They found that contamination by L. monocytogenes was principally due to the washing with brushing machines. Although S. aureus can be found in R cheeses, and, in particular, in semi-hard cheeses, only a small percentage (7%) of S. aureus strains isolated from different varieties of French R cheeses were able to produce enterotoxin(s) at a detectable level in vitro (Meyrand and Vernozy-Rozand, 1999; Lamprell et al., 2003). If one considers that the conditions in vitro optimise enterotoxin synthesis, one can reasonably conclude that the risk of enterotoxin production in cheese is low. Studies on cheeses made from artificially inoculated milk have been carried out to show the behaviour (growth, survival or inhibition) of pathogens in these products. Bachmann and Spahr (1995) studied the behaviour of E. coli, S. typhimurium, S. aureus and L. monocytogenes, during the manufacture of an Emmental-type, hard cooked cheese, made from raw milk. They inoculated milk with pathogens at levels between 104 and 106 cfu ml-1. One week after manufacture, the pathogens were not detectable in the cheese. Panari et al. (2001) did a similar study on ParmigianoReggiano, an Italian hard cooked cheese made from raw milk. None of the inoculated pathogens were detected 24 h after manufacture. The rapid disappearance of pathogens depends on the specific technology of these varieties of cheese: a high cooking temperature (53-55 ~ for a long time period (45-60 min) associated with the fast growth of thermophilic LAB which lowers the pH to 5.2-5.0 within a few hours and prevents the development of the other bacteria. Yousef and Marth (1990) also demonstrated that Parmesan cheese was not a favourable medium for the survival of L. monocytogenes. These results show that hard cooked cheeses are hygienically safe. This is not necessarily valid for the surface of these cheeses, which is considered to be part of the packing (Bachmann and Spahr, 1995). Neaves (2000) indicated that E. coli and Salmonella die slowly during the maturation of hard cheeses and, for these products, the use of a minimum maturation time forms a requirement of hazard analysis critical control point (HACCP) plans. It also forms the basis of US legislation that requires that all imported cheeses made from unpasteurised milk be matured for at least 60 days, so that Salmonella and E. coli will be presumed to have died before the cheese is consumed.
Raw Milk Cheeses
Bachmann and Spahr (1995) demonstrated that Swiss semi-hard R cheese (Tilsiter-type) inoculated with 104 and 106 cfu m1-1 of E. coli, S. typhimurium, S. aureus and L. monocytogenes, was except for L. monocytogenes, free of these pathogens at the end of ripening (90 days). These authors concluded that potentially pathogenic bacteria, except L. monocytogenes, do not survive the manufacture of this cheese produced with good manufacturing practices, because of the synergistic effect of active antimicrobial enzyme systems in the fresh milk, the antagonistic starter culture flora, fast acidification and antimicrobial activities of LAB, combined with the specific brining and ripening conditions.
Biochemical Aspects Cheese is a biochemically dynamic product and undergoes significant changes during ripening (McSweeney and Sousa, 2000). Proteins, carbohydrates and fat are metabolised by both microbial activities (starter and non-starter microorganisms), and by the action of indigenous milk enzymes and residual coagulant. Proteolysis (degradation of the casein matrix to a range of peptides and free amino acids (FAAs)) has a direct and indirect role in the formation of texture and flavour of cheeses. Other biochemical reactions such as lipolysis (liberation of free fatty acids (FFAs)), metabolism of residual lactose, lactate and citrate, and the formation of volatile compounds are also extremely important in the development of flavour compounds (Grappin and Beuvier, 1997; McSweeney and Sousa, 2000).
Proteolysis
According to Grappin etal. (1985) and Rank etal. (1985), proteolysis can be considered as two phenomena. Primary proteolysis represents the extent of breakdown of the native casein and is estimated by electrophoresis. Secondary proteolysis is the further degradation that leads to the formation of peptides and FAAs; the global amount of these compounds is measured by nitrogen fractionation and their proportions by high performance liquid chromatography (HPLC). Primary proteolysis In most cheese varieties, primary hydrolysis of caseins is caused by the residual coagulant, plasmin, and perhaps by cathepsin D (acid protease) and other somatic cell proteinases. Although LAB are weakly proteolytic, they possess proteinases that also degrade casein. Traditional secondary starters, e.g., Penicillium roqueforti, P. camemberti and Brevibacterium linens, have extracellular proteinases which act on Otsl- and [3-caseins (Grappin and Beuvier, 1997; McSweeney and Sousa, 2000). Likewise, yeasts might also exhibit some endopeptidase activity on both o%- and [3-caseins (Xanthopoulos et al., 2000). Table 2 summarises the data from different studies on the degradation of o%1-and [3-caseins in R, P and MF cheeses. The more pronounced degradation of Otsl-casein in R Swiss-type, including Bergk~ise, Raclette and Anevato cheeses, may be attributed to enzymes of the raw milk microflora, which is almost totally eliminated by pasteurisation. Mesophilic lactobacilli, which are part of the
Table 2 Primary proteolysis: levels of native casein in raw (R), pasteurised (P) and microfiltered (MF) milk cheeses
Cheese
as 1-Casein
B-Casein
Reference
Swiss-type Swiss-type (Bergk&se) Canestrato Pugliese Cheddar Cheddar Cheddar
R = MF < P R < P R = P R = P R=P=MF R = P R < P R > P R = P R > P R > P R > P (o%-casein) 90 d a R > P R < P R > P
R > R > R > R < R= R = R< R < R = R > R > R > R < R < R >
Beuvier et aL (1997) Ginzinger et al. (1999b) Albenzio et aL (2001) Lau et aL (1991 ) McSweeney et al. (1993) Rehman et aL (2000c) Gallmann and Puhan (1982) Beuvier (1990) Buchin et al. (1998) Gaya et al. (1990) Gomez et aL (1999) Mendia et aL (2000) Centeno et aL (1994) Xanthopoulos et aL (2000) Saric et aL (2002)
Raclette St Paulin
Morbier-type Manchego Manchego
Idiazabal Arzua (soft cheese) Avenato
Travnicki (Feta type) a 90d: 90 days of ripening.
323
P = MF P P P P=MF P P P P P P P 180 d P P P
324
Raw Milk Cheeses
indigenous milk microflora in Swiss-type, and other cheeses (Demarigny et al., 1996; Eliskases-Lechner et al., 1999), and yeasts in Avenato cheese, are able to hydrolyse Otsl-casein significantly (Khalid and Marth, 1990; Xanthopoulos et al., 2000). The possible inactivation of cathepsin D by pasteurisation may also be involved, explaining the similar degradation of Otsl-casein in R and MF Swiss-type cheeses, which was higher than in the corresponding P cheese (Beuvier et al., 1997). On the other hand, the lower level of Otsl-casein found in P Manchego, St Paulin, Arzua and Travnicki cheeses can be explained by greater retention of rennet in the curd (Grappin and Beuvier, 1997). The higher level of [3-casein observed in R Swisstype cheese, including Bergktise, and in Manchego, Idiazabal and Canestrato Pugliese cheeses, than in P cheeses, is explained by a lower plasmin activity in the former cheeses, since pasteurisation of milk increases plasmin activity due to inactivation of plasmin inhibitors and/or increases in the activity of plasminogen activators (Fox and Stepaniak, 1993). This activation is confirmed by the higher levels of y-caseins found in P cheeses (Beuvier etal., 1997; Ginzinger etal., 1999b). On the other hand, the lower levels of [3-casein in R Raclette, St Paulin, Arzua and Avenato cheeses may be explained by the higher proteolytic activity of the indigenous microflora. Gallmann and Puhan (1982), Centeno et al. (1994a, 1996, 1999) and Sarantinopoulos etal. (2002) clearly demonstrated that raw milk microorganisms, such as Pseudomonas fluorescens, micrococci and enterococci, can hydrolyse [3-casein. Lau et al. (1991) suggested that interactions between denatured whey proteins and caseins, which reduced the accessibility of the caseins to proteases, affected the degradation of [3-casein in P Cheddar cheese. These results suggest that the breakdown of e~sland 13-caseins is highly dependent on the cheese variety and reflects different manufacturing parameters (cooking temperature, pH at drainage) and different physico-chemical characteristics (pH, salt-in-moisture, moisture), and their effect on the activity of enzymes.
Secondary proteolysis Nitrogen (N) fractionation is commonly used to quantify the extent of proteolysis in cheese. Table 3 summarises the results of different investigations on nitrogen fractions from different cheese varieties. Generally, the proportion of total N soluble in 12% TCA or in PTA, and the amount of free amino acids (FAAs) is higher in R cheeses than in P cheeses, reflecting more extensive proteolysis due to aminopeptidases of indigenous milk microorganisms. However, sometimes a discrepancy occurs and the R cheese shows less secondary proteolysis, for reason(s) which are not clear.
In most of the studies where the RP-HPLC peptide profiles were analysed, P and MF cheeses were close, but differed significantly from R cheeses. In R cheeses, some peaks present in the hydrophobic zone were smaller in Cheddar (Lau et al., 1991; McSweeney et al., 1993) and in Swiss-type cheeses (Ginzinger etal., 1999b) than in P and MF cheeses; larger peaks corresponding to hydrophilic peptides (Lau etal., 1991; McSweeney etal., 1993) or to peptides containing phenylalanine or tryptophan residues (Ginzinger et al., 1999b) have been observed in cheeses made from P or MF milk. In contrast, some peaks containing hydrophobic peptides were larger in P than in R Canestrato Pugliese cheese (Albenzio et al., 2001). In the study by Beuvier et al. (1997) on Swiss-type cheeses, some peaks present in the medium hydrophobicity zone were smaller in the R cheeses. The composition of the FAAs also varied significantly with the milk treatment in all varieties of cheese and differed from one study to another. Nevertheless, some amino acids appeared to be characteristic of the treatment, maybe because of some typical metabolic pathways due to the activity of specific enzymes. Hard Spanish cheeses, such as Idiazabal or Mahon, asparagine and glutamine, as well as taurine were characteristic of P cheeses (Frau et al., 1997; Ordonez et al., 1999; Mendia et al., 2000). According to Frau et al. (1997), asparaginase and glutaminase would be denaturated by pasteurisation. Aspartic acid was higher in R than in P cheeses (Frau etal., 1997; Ordonez et al., 1999; Albenzio et al., 2001). Serine and tyrosine were also found preferentially in P milk cheeses of these varieties, as well as in P or MF Swiss-type cheeses (Skie and ArdO, 2000), whereas 7-aminobutyric acid seems to be characteristic of R cheeses (Ordonez etal., 1999; Mendia etal., 2000; Skie and ArdO, 2000). According to the latter authors, serine would be degraded to pyruvate by lactobacilli and decarboxylation of glutamine, tyrosine and histidine would result in y-aminobutyric acid, tyramine and histamine, respectively. The influence of the indigenous microflora on the decarboxylation of amino acids was confirmed in some studies by the measurement of biogenic amines in ripened cheeses. In general, R cheeses contained more biogenic amines than P cheeses, e.g., in semi-soft (Schneller et al., 1997) Manchego (Inigo et al., 1986) and Swiss-type cheeses (Ginzinger et al., 1999b). Inigo et al. (1986) related this to the staphylococci and micrococci, whereas Schneller et al. (1997) concluded that enterococci, and Enterobacteriaceae are able to produce biogenic amines in cheese. Overall, the differences between R and P or MF cheeses concern mainly secondary proteolysis.
Raw Milk C h e e s e s
325
Table 3 Secondary proteolysis: levels of N fractions of raw (R), pasteurised (P) and microfiltered (MF) milk cheeses (soluble N as a % total N) high
<
molecular weight
Cheese
Water b
Swiss-type
R > MF
R > MF
Swiss-type Swiss-type Bergk&se (Swiss-type) Canestrato Pugliese Cheddar
R > MF R > P = MF R< P
R>MF R>P=MF R=P
R >> P
12% TCA d
R=P
PTA e
R>>P
R = MF = P
Cheddar Cheddar
R=P R
Cheddar Raclette
R = P
Morbier-type Manchego Idiazabal (ovine)
R = P
Idiazabal (ovine)
R< P 90-180 d
a b c d e f
p H 4.6 c
~--
R>P R
FAA fs
Reference
R
Bouton and Grappin (1995) Demarigny et aL (1997) Beuvier et al. (1997) Ginzinger et aL (1999b)
R>>P
Albenzio et al. (2001)
R>>MF=P
Mc Sweeney et aL (1993) Lau et al. (1991 ) Rosenberg et aL (1995) Rehman et aL (2000c) Klantschitsch et aL (2000)
R < P 240 d a R>P470d R>P
R=P>MF 60 d R>P=MF 90 d R> P R> P
R=P=MF
R>P R>Por R_
low
R=P R>P R>Por R
P 90-180 d
Buchin et al. (1998) Gaya et al. (1990) Ordonez et al. (1999)
Mendia et al. (2000)
240 d: 240 days of ripening. Water: water-soluble nitrogen. pH 4.6, pH 4.6 soluble nitrogen. 12% TCA: 12% trichloroacetic acid-soluble nitrogen. PTA: nitrogen soluble in 5% phosphotungstic acid. FAAs: free amino acids.
Lipolysis
The level of lipolysis and its impact on cheese quality depend on the cheese variety. It is limited in Swiss-type and semi-hard cheeses, where a level higher than 0.25-1.5% (Cheddar, depending on the commercial quality), 1.5% (Gouda), 1% (Emmental) or 2% (Comte), is considered to induce flavour defects such as rancid (Choisy etal., 1997). In contrast, lipolysis is much more extensive in some hard Italian, mould-ripened (5-20%), blue-veined (18-25%) and goat-milk cheeses, where lipolysis is essential for typical flavour formation. Lipolysis in cheese is due to the activity of indigenous milk lipoprotein lipase (LPL), to lipases or esterases of starter bacteria or the native microflora, or to added pregastric esterases (Deeth and Fitz-Gerald, 1983; Gripon, 1993). Table 4 summarises the differences between FFAs obtained in R, P or MF cheeses.
In semi-hard and hard, uncooked cheeses, the total amount of FFAs appears to be lower in P than in R cheeses (Table 4); more than 50% lower in Cheddar (McSweeney etal., 1993; Shakeel-Ur-Rehman etal., 2000b,c) and 38% lower in Manchego (Gaya etal., 1990). This was attributed to the inactivation of LPL by pasteurisation. This inactivation varies according to the severity of the heat treatment since heating for 15 s at 70 or 75 ~ results in a residual activity of 2% and 0%, respectively (Andrews etal., 1987). In the study of McSweeney etal. (1993), lipolysis in MF Cheddar cheeses was comparable to that in P cheeses; so it is likely that lipases of the native microflora (NSLAB in this case) could also play a role. According to Choisy et al. (1997), LPL would have a lesser impact on the lipolysis of R cheeses than microbial or technological enzymes. Some fatty acids do not originate from lipolysis, e.g., only fatty acids with six or more carbon atoms
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come exclusively from lipolysis. The proportion of short-chain fatty acids in total FFAs varies according to the extent of lipolysis of the cheeses; it can reach 50-80% (mol/mol) in hard-cooked cheeses. Thus, the validity of global measurement to estimate lipolysis in such cheeses is questionable, and it can be concluded that the examination of individual FFAs is more informative. The higher level of lipolysis in R compared with P cheeses affects different fatty acids: all FFAs from C6 to C16 in Cheddar cheeses (Shakeel-Ur-Rehman et al., 2000a), all the major fatty acids in a goats' milk hard cheese (Buffa et al., 2001a), only short-chain (C4-C8) fatty acids in Cheddar (Shakeel-Ur-Rehman etal., 2000c) and only C6, C8 and C18:1 in Canestrato Pugliese cheese (Albenzio et al., 2001). All the major fatty acids in Cheddar were affected to the same extent by pasteurisation or MF (McSweeney et al., 1993). In the study by Chavarri et al. (2000), the amounts of short-chain FFAs (C4 to C10) and of C16:1, C18:0, C18:1 in Idiazabal were affected by pasteurisation. But, the effect of pasteurisation varied according to the season; amounts of FFA were higher in R cheeses made in winter and spring, but lower in those made in summer. In the study by Buchin et al. (1998) on R and P Morbier-type, semi-hard cheeses, no differences were observed in the levels of C6 to C9 fatty acids. The attribution of the observed differences in lipolysis, either to LPL or to microbial lipases, is difficult. Inactivation of LPL was suggested by Gaya etal. (1990). Chavarri et al. (1998) found that depending on the period of the trial, LPL was inactivated by 73-95%, by pasteurisation of milk for the manufacture of Idiazabal. Short-chain fatty acids were released preferentially during ripening, showing microbial participation in lipolysis, but the balance between the different FFAs was not affected by pasteurisation, indicating that microbial lipolysis was not significantly affected by pasteurisation (Chavarri et al., 2000). Albenzio et al. (2001) attributed the slight differences in lipolysis between R and P cheeses to differences in lipase and esterase activities of the milk microflora (NSLAB). Shakeel-Ur-Rehman et al. (2000a) also attributed the differences observed in Cheddar to the activity of NSLAB, because NSLAB were highest in the most highly lipolysed cheeses. However, agreement between NSLAB counts and FFA levels did not occur in all cheeses, so the authors supposed that not only number but also species or strains play a role. In hard cheeses, such as Cheddar, where moulds are not present, LAB could be the main cause of lipolysis (Choisy et al., 1997). In particular, starter LAB may contribute to the release of fatty acids, because they have lipase and esterase activities (Deeth and Fitz-Gerald, 1983).
327
The role of starter LAB in the observed differences is also questionable; modification of their activity due to interaction with the natural microflora cannot be excluded. Such differences could be expected in soft cheeses, but the studies on this type of cheese show contradictory results. In goats' milk mould-ripened cheeses, Morgan et al. (2001) found higher lipolysis, determined by a global method, in R cheeses than in P cheeses. The extent of lipolysis in mature cheeses was related to that of the milk. Pasteurisation was supposed to inactivate LPL. But, in this study, pasteurisation also induced lower moisture cheeses, which could reduce the activity of the lipolytic surface microflora. In contrast, Sousa and Malcata (1997) found higher lipolysis in P cheeses made from ovine milk (Serra) than in R cheeses, despite higher levels in the fresh cheese. However comparison between the two types of cheese was made difficult by a higher fat retention in P than in R cheeses, and the amounts of FFAs were expressed per weight of cheese. Thus, in both studies, interpretation of the results is difficult because of the difficulties in controlling the cheese composition. In Swiss-type cheeses, the level of C6 could be a good indicator of the extent of lipolysis, as suggested by Kuszdal-Savoie (Choisy et al., 1997). In the studies of Bouton and Grappin (1995), Beuvier et al. (1997) and Demarigny et al. (1997), the variations in C4 followed those of C6, which indicates that, in these cases, C4 was mainly from lipolysis, and not from the growth of clostridia on lactate. Bouton and Grappin (1995) and Beuvier et al. (1997) found no differences in these two acids in cheeses (R, P, MF or P with the addition of the natural microflora), whereas Demarigny et al. (1997) found that R cheeses tended to be more lipolysed than MF cheeses, depending on the season of the year and the age of the cheese. In the latter cheeses, lipolysis may have been of microbial origin. On the one hand, the heating of the milk in the vat, performed in this type of technology, would inactivate the LPL (Chamba and Perreard, 2002), which would explain why no differences were observed between P and MF cheeses (Beuvier et al., 1997). On the other hand, thermophilic starter LAB and propionibacteria have lipolytic activity in Swisstype cheeses (Deeth and Fitz-Gerald, 1983). According to Chamba and Perreard (2002), the lipolytic activity of propionibacteria is far greater than that of starter bacteria. Moreover, it could be strain-dependant, which could also explain the variability in the above results. Volatile compounds
Comparisons of the volatile compounds in R and P or MF cheeses, have been undertaken only recently and are not very numerous. The same volatile compounds
328
Raw Milk Cheeses
were present in each type of cheese within the same study, whether the microflora was present or removed from the milk. Differences were observed in the levels of many volatile compounds, R cheeses generally having higher levels than P or MF cheeses, with exceptions in certain chemical families.
Volatile fatty acids (VFAs) Volatile fatty acids in cheese are the products of various metabolic pathways, mostly microbial. Acetic acid may have different origins, e.g., from the catabolism of lactose, citrate, amino acids, or the propionic fermentation (PF). Propionic acid is one of the end products of lactose or lactate fermentation by propionibacteria. Butyric acid can originate from the catabolism of triglycerides, but also from lactate fermentation by clostridia. Hexanoic acid (C6) is found only in triglycerides and is liberated by lipolysis (its behaviour is described under Lipolysis and catabolism of fatty acids in cheese. Branched-chain VFAs result from catabolism of the amino acids, e.g., 2-methyl propanoic (isobutyric), 2-methyl butanoic, 3-methyl butanoic (isovaleric) acids from valine, isoleucine and leucine, respectively. These compounds are major volatile compounds in cheese, and participate significantly in the flavour of many cheese varieties, as suggested by results from olfactometry: acetic acid has a characteristic vinegar flavour, propionic acid a pungent, fruity one, butyric, isobutyric and isovaleric acids have similar flavours, associated with cheesy, sweaty, rancid and sour notes (Yvon and Rijnen, 2001; Curioni and Bosset, 2002). Table 5 summarises the differences between VFAs obtained in R, P or MF cheeses. The PF is one of the major fermentations that occur in Swiss-type cheeses (Curioni and Bosset, 2002). In the studies of Bouton and Grappin (1995), Beuvier et al. (1997), Demarigny et al. (1997) and Eliskases-Lechner et al. (1999), the presence of the raw milk microflora was associated with higher levels of acetic and propionic acids and lower levels of lactic acid in the ripened cheeses. These results showed a greater PF in R cheeses, due to the presence of the native propionibacteria, which are eliminated by pasteurisation or microfiltration. It should be noted that no propionibacteria were added to the cheeses studied, as required in the manufacture of Bergk~se or Comte. In contrast, in a hard cheese such as Emmental, in which propionibacteria are used as starters to ensure a high level of PE the effect of native populations of propionibacteria seems to disappear. Buchin et al. (2002) compared R and MF Emmental-type cheeses: the total population of propionibacteria tended to be lower in R cheeses from midripening, with a subsequent lower level of propionic acid at the end of ripening.
Generally, acetic acid is more important in Swisstype cheeses made from R milk than in those from P or MF milk (Bouton and Grappin, 1995; Demarigny et al., 1997; Eliskases-Lechner et al., 1999). This was related to the presence of propionibacteria and facultatively heterofermentative lactobacilli (FHL) in the R milk. In Swiss-type cheeses, the level of butyric acid tended to be higher in R than in MF cheeses (Demarigny et al., 1997). Because no butyric acid bacteria were found in these cheeses, the origin of this compound could not be butyric fermentation. It is likely that it was liberated from triglycerides by the lipolytic activity of the microorganisms present in the cheese, particularly propionibacteria (Chamba and Perreard, 2002). Caproic acid (C6) followed the same trend as butyric acid, but the differences between R and MF cheeses were less marked (see 'Lipolysis'). In contrast, Bouton and Grappin (1995) and Beuvier et al. (1997) observed no differences between R, P, MF or P cheeses with added native microflora. The level of isovaleric acid was higher in R cheeses than in P or MF cheeses (Beuvier et al., 1997; Demarigny et al., 1997). The occurrence of this compound was correlated with FHL, propionibacteria or enterococci populations, and at least the former two populations may be involved (Langsrud and Reinhold, 1973; Paulsen et al., 1980; Thierry and Maillard, 2002). However, Buchin et al. (2002) found that the production of isovaleric acid was positively correlated with the level of propionibacteria, but negatively with the levels of starter LAB, native mesophilic lactobacilli or enterococci. The influence of the native microflora on VFA production was also observed in other cheese varieties, e.g., Cheddar (Shakeel-Ur-Rehman et al., 2000a,c), Raclette (Klantschitsch et al., 2000) and Morbier-type cheese (Buchin et al., 1998). In Cheddar, several VFAs, e.g., acetic, propionic, butyric, valeric and caproic acids, were found at higher levels in R than in P cheeses. Moreover, the levels of all these compounds increased at a ripening temperature of 8 ~ compared with 1 ~ and the levels in cheeses of the different acids, except caproic, increased with the proportion of raw milk in several blends of R and P milk. The authors attributed all these differences to the presence of NSLAB in the raw milk, because their presence and growth in cheese were closely related to the production of fatty acids. NSLAB were mostly eliminated by pasteurisation, and the higher the R:P milk ratio or the higher the ripening temperature, the higher was the number of these bacteria in cheese, at all times during ripening. The influence of the presence of the native microflora on the production of acetic and propionic acids in a semi-hard, Morbier-type cheese was confirmed by Buchin et al. (1998) (comparison of R and P cheeses), by Klantschitsch et al. (2000) in Raclette (comparison of R, P and MF cheeses) and by
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Raw Milk Cheeses
Ortigosa et al. (2001) in ovine Roncal cheese (comparison of R, P and P + Lb. casei). In Cheddar cheese, the variations in VFAs originating from amino acid catabolism were not the same as those of other VFAs. In a study by Shakeel-Ur-Rehman et al. (2000c), 2- and 3-methyl butanoic acids were found at higher levels in P cheeses than in R cheeses, and in another of their studies (Shakeel-Ur-Rehman et al., 2000a), 2-methyl propanoic and 3-methyl butanoic acids were found at higher levels in cheeses ripened at low temperature (1 ~ compared to 8 ~ These compounds correlated negatively with the number of NSLAB in the cheeses, so the authors hypothesised that NSLAB have a minor role in the formation of these compounds or that NSLAB broke them down further.
Carbonyl compounds Tables 6 and 7 summarise the differences between ketones and aldehydes found in R, P or MF cheeses. Diacetyl (2,3-butanedione) and acetoin (3-hydroxy2-butanone) are products of the metabolism of citrate by Lc. lactis spp. lactis bv. diacetylactis, Leuconostoc spp. or some Lactobacillus species (McSweeney and Sousa, 2000). They are important aroma compounds in numerous varieties of cheese (Curioni and Bosset, 2002). Nevertheless, they tend to decrease during ripening. In 6-month-old Cheddar, diacetyl is present in quantities too low to participate in flavour (Urbach, 1997). In cheese, diacetyl can be converted into acetoin, then 2,3butanediol and 2-butanone and finally 2-butanol (Urbach, 1993). It is notable that 2-butanone and 2-butanol, in contrast to diacetyl and acetoin, generally increase during ripening, like other methyl ketones and secondary alcohols (Bosset and Liardon, 1985; Barlow etal., 1989; Urbach, 1993; Carbone|l etal., 2002). Therefore, it is likely that the transformation of diacetyl into the more reduced compounds progresses throughout ripening due to the enzymatic activities of microorganisms, so the raw milk microflora can be expected to influence these compounds. Indeed, diacetyl and acetoin were found in lower quantities in R cheeses than in P or MF cheeses in semi-hard (Buchin et al., 1998; Shakeel-Ur-Rehman et al., 2000a,c; Ortigosa et al., 2001) or Swiss-type cheeses (Buchin et al., unpublished). The contrasting result was observed in only one study on Morbier-type cheese (Buchin et al., unpublished). The quantities of 2-butanone in ripened cheese were affected differently by the presence of the raw milk microflora. Ortigosa et al. (2001) found less 2-butanone in Roncal cheese made from raw ewes' milk than in cheese made from P milk, but the opposite was true for the Morbiertype cheeses studied by Buchin etal. (1998). These contradictory results could be expected because the amount of 2-butanone in a ripened cheese arises from
the balance between its formation and its reduction to 2-butanol. It is difficult to establish a correlation between the presence of microbial populations and the level of 2-butanone at a given time of ripening, because of the continuous production and degradation of this compound. To follow the evolution of microbial growth and the level of 2-butanone throughout the ripening period may provide valuable information. In contrast, as expected, 2-butanol was more abundant in R cheeses than in P cheeses in all studies (Buchin et al., 1998; Shakeel-Ur-Rehman et al., 2000c; Ortigosa et al., 2001). The other carbonyl compounds found in cheeses are methyl ketones and aldehydes. Their characteristics have been summarised in a recent review by Curioni and Bosset (2002). Methyl ketones originate from the B-oxidation of fatty acids by microorganisms. Their aromatic impact is of primary importance in blue and surface mould-ripened cheeses, but they are also likely to have an influence on the flavour of other varieties, e.g., 2-heptanone in Emmental, Gruyere and Grana Padano. This ketone is typical of blue cheese flavour, whereas the others have fruity, floral or musty notes. Straight-chain aldehydes originate from the oxidation of unsaturated fatty acids. They are characterised by green, fatty odours. The branched-chain aldehydes with four or five carbon atoms originate from the catabolism of the amino acids, valine (2-methyl propanal), leucine (2-methyl butanal) and isoleucine (3-methyl butanal). In cheese, they have green or malty notes. As previously noted, the variations of these compounds in the presence of the raw milk microflora differed according to the study. In the studies of ShakeelUr-Rehman etal. (2000c) and Buchin etal. (1998) on Cheddar and Morbier-type cheese, respectively, R cheeses contained less of the different methyl ketones and aldehydes than P cheeses. This is in contrast with the results of the studies of Shakeel-Ur-Rehman et al. (2000a) comparing R and P Cheddar, and Buchin et al. (2002) comparing R and MF Morbier-type cheeses. The results of Buchin et al. (2002) showed less ketones but more aldehydes in R Swiss-type cheeses compared to MF ones. The explanation for these contrasting results may be the same as that for the products of pyruvate metabolism. Methyl ketones and aldehydes are intermediate products in the degradation of fatty acids or amino acids. Due to the enzymatic activities of microorganisms in cheese, methyl ketones are progressively reduced to 2-alkanols, aldehydes are oxidised to acids or reduced to n-alkanols. Therefore, their levels depend on the balance between production and degradation, which is linked to the degree of maturity of the cheese. The maturity of the cheeses for each of the studies may be
Raw Milk Cheeses
Table 6
Ketones in raw (R), pasteurised (P) and microfiltered (MF) milk cheeses
Cheese
Emmental
Cheddar
Cheddar
Propanone 3-Hydroxy-2butanone (acetoin) 2,3-Butanedione (diacetyl) 2-Butanone
R < MF R < MF
R
R
3-Methyl 2butanone 2-Pentanone 2,3-Pentanedione 4-Methyl 2pentanone 3-Methyl 2pentanone Cyclopentanone 2-Hexanone 4-Methyl cyclohexanone Cyclohexanone 2-Heptanone 3-Methyl 2heptanone 5-Methyl 2heptanone 6-Methyl 2heptanone 6-Methyl-5-hepten2-one 2-Octanone 2-Nonanone 8-Nonen-2-one 2-Decanone 2-Undecanone 2-Dodecanone 2-Tridecanone 2-Pentadecanone Acetophenone Reference
a b c d
331
Semi-hard
Semi-hard
Roncal
n.d. a
R
n.d. R > MF
n.d. n.d.
R < MF
R
n.d.
R < MF
R>P
R>MF
R
n.d. R<MF
R
n.d.
R<MF
R
R>MF
R>P (240 d) d n.d. n.d.
R
R<MF n.d.
n.d.
R>P
R<MF
R
R>P
n.d. n.d. n.d. R< P n.d.
n.d. R < MF
n.d.
R > MF
n.d.
var b
R<MF n.d. n.d. R<MF R<MF
n.d.
n.d.
Buchin et aL (unpublished)
n.d.
R
P R
R>P R>P P>R n.d. R>P R>P R>P R>P
n.d.
n.d.
n.d.
R>MF ShakeeI-UrRehman et aL (2000a)
Buchin et aL (1998)
Buchin et aL (unpublished)
Ortigosa et al. (2001)
n.d.: no difference. var: variable. 120 d: 120 days of ripening. 240 d: 240 days of ripening.
different, which could explain the different results from one study to another, even using the same technology. Alcohols
Table 8 summarises the differences between alcohols obtained in R, P or MF cheeses. The observation of the levels of alcohols in the cheeses confirms the previous hypothesis. The presence of the native microflora in milk has a major influence on
the production of alcohols in cheeses. All studies agreed that R cheeses contained greater amounts of the different alcohols, compared to P or MF cheeses (Buchin et al., 1998; Shakeel-Ur-Rehman et al., 2000a,c; Ortigosa et al., 2001; Buchin et al., 2002). This was valid for n-alkanols as well as 2-alkanols. Because alcohols result from the reduction of previously formed compounds, it can be concluded that the raw milk microflora induced faster cheese ripening.
332
Raw Milk Cheeses
Table 7
Aldehydes in raw (R), pasteurised (P) and microfiltered (MF) milk cheeses
Cheese
Emmental
Acetaldehyde Propanal 2-Methyl propanal Butanal 3-Methyl butanal 2-Methyl butanal 2-Methyl butenal Pentanal Hexanal Heptanal 2,4-Heptadienal Octanal Nonanal Decanal Undecanal Dodecanal Tetradecanal Hexadecanal Furancarboxaldehyde Benzaldehyde Phenylacetaldehyde
R > MF
n.d.
R > MF
R>MF
Reference
Buchin et aL (unpublished)
a b c d
Cheddar
Cheddar
R > MF R > MF n.d. n.d.
n.d. R > MF R > MF
n.d.
Semi-hard
n.d. R
n.d. P>R P>R
n.d. n.d.
R
n.d.
n,d. var b R
R>P R>P var R
ShakeeI-UrRehman et al. (2000c)
ShakeeI-UrRehman et al. (2000a)
n.d. n.d. n.d. n.d.
Semi-hard
R > MF
Roncal
n.d. var P > R (240 d)c n.d. R > P (120 d)d
n.d. n.d.
R>MF n,d, R > MF R > MF
R < P (240 d) R > P (240 d)
n.d. Buchin et al. (1998)
Buchin et al. (unpublished)
Ortigosa et al. (2001)
n.d.: no difference. var: variable. 240 d: 240 days of ripening. 120 d: 120 days of ripening.
Esters Esters are formed by the condensation of an acid and an alcohol. In cheese, this reaction may be spontaneous, or may be mediated by microbial esterases. According to Urbach (1995), esters are not likely to be formed by the starter culture, although Yvon and Rijnen (2001) reported that esterification reactions can be mediated by various LAB, including lactococci, lactobacilli, Sc. thermophilus, leuconostocs and pediococci. This ability is highly strain-dependent. Esters generally have fruity odours and may also influence cheese flavour. They are particularly numerous in hard cheeses such as Swiss Emmental and Parmesan, in which they play an important role in flavour (Urbach, 1997). In contrast, their presence in Cheddar cheese is limited; in fact, fruity flavour in this cheese is a defect. Table 9 summarises the differences between esters obtained in R, P or MF cheeses. In all studies (Buchin et al., 1998, 2002; Shakeel-UrRehman et al., 2000a,c; Ortigosa et al., 2001), whatever the cheese variety, the presence of the raw milk microflora was linked to a greater formation of esters. As expected, ethyl esters were the most important, in rela-
tion to the levels of ethanol, and they were more diversified in Swiss-type cheese (Buchin et al., unpublished).
Sulphur compounds Sulphur compounds contribute to cheese flavour. They are numerous in mould- or smear-surface cheeses, and provide typical cabbage or garlic flavours (Urbach, 1997; Yvon and Rijnen, 2001). Hydrogen sulphide, methional, methanethiol, dimethyldisulphide and dimethyhrisulphide are related to Cheddar flavour (McSweeney and Sousa, 2000); methional, methanethiol and dimethyltrisulphide are key flavour compounds in Emmental cheese (Rychlik and Bosset, 2001), 3-methyhhio-1propanol is present in premium quality Cheddar cheese, ethyl 3-methyhhiopropanoate in Parmesan cheese, while methanethiol is related to unpleasant odours in Grana cheese (Urbach, 1997). The sulphur compounds in cheese derive from the sulphur amino acids. Several mechanisms are involved in their formation. In the reducing environment of cheese, purely chemical decomposition of methionine or cysteine could occur to produce compounds such as methanethiol or H2S. A negative redox potential is a necessary condition for the production of volatile
Raw Milk Cheeses
Table 8
Alcohols in raw (R), pasteurised (P) or microfiltered (MF) milk cheeses
Cheese
Emmental
Ethanol 1-Propanol 2-Methyl propanol 1-Butanol 3-Methyl butanol 1-Pentanol 1-Hexanol 1-Heptanol 1-Octanol 1-Nonanol 1-Decanol 2-Ethyl 1-decanol 2-Propanol 2-Propen-l-ol 2-Butanol 3-Methyl 2-butanol 2-Pentanol 2-Hexanol 2-Heptanol 2-Octanol 2-Nonanol 2-Decanol 3-Methyl 3-buten-l-ol 3-Methyl 2-buten-l-ol 3-Penten-2-ol 2-Methyl 3-pentanol 2,3-Butanediol 1,3-Butanediol Furan methanol Phenol Phenethyl alcohol
R > MF R > MF
Reference
a b c d
333
R > MF R > MF
R > MF n.d. R > MF R > MF R > MF
Cheddar
Cheddar
PR10 d > P PR10 > P PR10 > P R< P PR10 > P n.d. PR10 > P PR10 > P PR 10 > P
R > R > n.d c R < n.d. R< R > n.d.
P P P
Semi-hard
Semi-hard
Roncal
R>P R>P
n.d. R>MF
R>P n.d. n.d. R>P
R>MF R > MF
R > R > R > n.d. R >
n.d.
n.d.
n.d. n.d. R>MF
R > P (240 d) R > P (120 d)
n.d.
R > P (120 d)
PR10 > P R > P
R>P R>P R>P
P R>MF P P P
R > MF
n.d.
R > MF
n.d. n.d. n.d. n.d. PR10 > P
n.d.
R< P
n.d.
ShakeeI-UrRehman et aL (2000c)
ShakeeI-UrRehman et al. (2000a)
n.d. Buchin et aL (unpublished)
P (240 d)
P P
n.d. R>P
R> P PR10 > R> P PR10 > PR10 > PR10 >
P (240 d) a P (120 d) b P (240 d)
n.d. n.d. n.d.
n.d. Buchin et al. (1998)
Buchin et al. (unpublished)
Ortigosa et al. (2001)
240 d 240 days of ripening. 120 d" 120 days of ripening. n.d.: no difference. PR10: mix of 90% pasteurised milk with 10% of raw milk.
sulphydryl compounds in cheese, but enzymatic reactions may also be involved (Urbach, 1997). On the one hand, native milk enzymes may produce disulphide linkages as precursors of sulphydryl groups, and heating of milk stops the production of H2S and reduces the production of methanethiol by inactivating these enzymes (Urbach, 1995). On the other hand, the surface microorganisms of smear cheeses are high producers of sulphur compounds, like methanethiol or methylthioesters. Lactic acid bacteria may also contribute to the production of sulphur compounds. Cheese lactobacilli can produce H2S and Lc. lactis has the ability to cleave methionine
and produce methanethiol (Yvon and Rijnen, 2001), and starters may contribute by providing a reducing environment. The further formation of dimethyldisulphide or dimethyltrisulphide and of most of the methyl thioesters from methanethiol is due to chemical rather than biological reactions. Table 10 summarises the differences in sulphur compounds between R, P or MF cheeses. As expected, comparisons of R and P cheeses showed higher levels of sulphur compounds in the R cheeses (Buchin et al., 1998; Shakeel-Ur-Rehman et al., 2000c; Ortigosa et al., 2001), except in the study by
334
Raw Milk Cheeses
Table 9
Esters in raw (R), pasteurised (P) and microfiltered (MF) milk cheeses Semi-hard
Semi-hard
Emmental
Methyl acetate Methyl propanoate Methyl butanoate Methyl hexanoate Methyl octanoate Ethyl methanoate Ethyl acetate Ethyl propanoate Ethyl butanoate Ethyl hexanoate Ethyl heptanoate Ethyl octanoate Ethyl decanoate Ethyl dodecanoate Ethyl tetradecanoate Propyl acetate Propyl propanoate Propyl butanoate Butyl acetate Butyl propanoate Pentyl acetate 1-Methyl-propyl acetate 2-Methyl-propyl propanoate 2-Methyl-propyl butanoate 3-Methyl-butyl acetate 2-Methyl-butyl butanoate 3-Methyl-butyl butanoate
R > MF n.d. a n.d. n.d.
R>MF R>MF n.d. n.d. n.d.
R R R R
R>MF R>MF n.d. R>MF
Reference
Buchin et aL (unpublished)
a b c d
> > > >
MF MF MF MF
R > MF
Cheddar
Cheddar
Cheese
R>P
R>P
R>P PR10 d > P PR10 > P R>P
R>P R>P R>P R>P
n.d. n.d. n.d. R > MF n.d.
R>P n.d.
Roncal
n.d. R > P (120 d) b
R > P (240 d) c n.d.
R>MF n.d.
n.d.
R>MF R>MF R>MF n.d. n.d. R>MF
R > MF R > MF
R>MF
R > MF R > MF
R>MF n.d.
n.d.
n.d. ShakeeI-UrRehman et al. (2000c)
ShakeeI-UrRehman et al. (2000a)
Buchin et al. (1998)
Buchin et al. (unpublished)
Ortigosa et al. (2001)
n.d.: no difference. 120 d: 120 days of ripening. 240 d" 240 days of ripening. PR10: mix of 90% pasteurised milk with 10% of raw milk.
Shakeel-Ur-Rehman etal. (2000a), where dimethyldisulphide and dimethyhrisulphide were absent from R cheeses. In comparisons of R and MF cheeses, Buchin et al. (2002) found no differences in Morbier-type cheeses, and only a higher level of dimethyldisulphide in raw milk Swiss-type cheeses. This would indicate that the inactivation of native enzymes by heating the milk may be a major event in the diminution of sulphur compound formation, compared to the elimination of the native flora. It is noteworthy that in all these studies, the diversity of the sulphur compounds reported was very poor.
Lactones, hydrocarbons Table 11 summarises the differences in lactones between R and P cheeses.
Lactones are the result of spontaneous cyclisation of the hydroxy-acids naturally present in milk fat. In the studies by Shakeel-Ur-Rehman et al. (2000a,c), heattreatment of the milk influenced the levels of some lactones, but the results were inconsistent. Their occurrence in cheese may also be linked to feeding (Urbach, 1997). Whether aliphatic or aromatic, the levels of hydrocarbons in cheeses do not seem to be influenced by the presence of the native microflora in milk. In conclusion, the presence of the native microflora in R cheeses is of primary importance for the formation of most volatile compounds. Nevertheless, considering the present state of knowledge, it is difficult to establish precisely the role of this microflora. This role can be direct, in transforming the milk constituents into volatile
Raw Milk Cheeses
Table 10
335
Sulphur compounds in raw (R), pasteurised (P) and microfiltered (MF) milk cheeses
Cheese
Emmental
Cheddar
Cheddar
Carbon sulphide Carbon disulphide Dimethyl sulphide Dimethyl disulphide Dimethyl trisulphide Methional Methane sulfonylbis
n.d. a
n.d.
n.d. R > MF
n.d. n.d.
Reference
Buchin et al. (unpublished)
n.d. n.d. R>P
R< P R
P
Semi-hard
R> P R>P
Semi-hard
Roncal
n.d. R > P (240 d) b n.d.
n.d.
ShakeeI-UrRehman et al. (2000c)
ShakeeI-UrRehman et al. (2000a)
Buchin et aL (1998)
Buchin et al. (unpublished)
Ortigosa et al. (2001)
a n.d no difference. b 240 d: 240 days of ripening.
compounds, or indirect, by modifying the composition of the cheese, with the production of precursors of volatile compounds or of molecules that influence chemical reactions or the activity of other microorganisms. In particular, the activities of the indigenous populations can interfere with those of the starter bacteria. Within the complexity of the native milk microflora, it is difficult presently to establish the role of each population, at the species and at the strain level. It is likely that many of the metabolic pathways producing volatile compounds are strain-dependant (Yvon and Rijnen, 2001), which would make their elucidation all the more difficult. The development of molecular techniques for the discrimination of microbial populations at the strain level could be very beneficial to such studies. This situation underlines the importance of maintaining a high diversity of strains in the milk, to retain the diversity of the molecules produced.
Table 11
Lactones in raw (R) and pasteurised (P) milk cheeses
Cheese
Cheddar
Cheddar
-,/-Octanolacton e y-Decanolactone -,/-Dodecanolactone y-Hexadecanolactone y- Decan olacton e y-Dodecanolactone y-Dodecenolactone
PR 10b< P> R n.d. n.d. n.d. R< P R< P
n.d. a R> P R> P n.d. n.d. R> P R> P
Reference
ShakeeI-UrRehman et aL (2000c)
ShakeeI-UrRehman et aL (2000a)
a n.d.: no difference. b PR10: mix of 90% pasteurised milk with 10% of raw milk.
Sensory Aspects In order to avoid any ambiguity, due to the different use of the same terms by different authors, we have chosen to define sensory perceptions as follows: odour is perceived by the nose, with no introduction of the food into the mouth, while flavour is the perception of the food during mastication, either retronasaly or by the tongue (five basic tastes: sweet, acid, bitter, salty, umami). Flavour/odour
Table 12 summarises the differences between the flavour and odour attributes reported for R, P or MF cheeses. Raw milk cheeses ripen faster than cheeses made from milk, the microflora of which has been removed. As a consequence, R cheeses tend to develop a stronger odour/flavour at the same age than those made from P or MF milk (Johnson et al., 1990b; Lau et al., 1991). This has been observed in all types of cheese studied: Cheddar (McSweeney et al., 1993; Shakeel-Ur-Rehman et al., 2000a,b), Manchego (Gaya et al., 1990; FernandezGarcia et al., 2002; Gomez-Ruiz et al., 2002), Raclette (Gallmann and Puhan, 1982), other hard and semi-hard cheeses (Lau et al., 1991; Van den Berg and Exterkate, 1993; Buchin etal., 1998; Skie and ArdO, 2000), Bergk~se (Ginzinger et al., 1999a), Swiss-type cheeses (Bouton and Grappin, 1995; Beuvier etal., 1997; Demarigny et al., 1997) and soft goats' milk cheese (Morgan et al., 2001). In all cases, this phenomenon seems to be directly linked to the activity of the indigenous microflora of the milk. In Cheddar, it has been attributed, in part, to the presence of NSLAB (composed mainly of lactobacilli, but also of pediococci and micrococci) in the raw milk, which are the major part of the natural microflora of this variety of cheese
336
Raw Milk Cheeses
Table 12
Characteristic flavour and odour attributes of raw (R), pasteurised (P) and microfiltered (MF) milk cheeses
Cheese variety
Raw milk
Bergk&se
Odour: intense Flavour: intense Flavour: intense, typical, acid, pungent Flavour: intense, pungent, salty Odour: intense, creamy/milky, fruity/sweet, acid/sharp, pungent Flavour: intense, sour/ acid, sulphur/eggy, bitter, rancid, unclean Only cheeses ripened at 8 ~ (vs 1 ~ Odour: intense, acid Flavour: intense, sour Odour: intense, fruity/ sweet, pungent Flavour: sour/acid Flavour: intense, of acid milk, of rind, Flavour: of fresh milk, fruity, of garlic, spicy, animal, chemical, rancid, bitter, pungent Flavour: intense, animal, spicy, sour
Swiss-type Swiss-type Cheddar
Cheddar
Cheddar
Semi-hard cheese, Morbier-type
Semi-hard round-eyed cheese Roncal
Idiazabal
Idiazabal
Odour: intense (120 d), animal (240 d) Flavour: characteristic, pungent (240 d), animal Aftertaste :intense Odour: characteristic, pungent, sour Flavour: characteristic, pungent, salty Aftertaste: characteristic, pungent Flavour: characteristic, creamy, pungent, acid
Pasteurised milk
Microfiltered milk
Flavour: bitter Flavour: bitter Flavour: acid, bitter, salty Odour: musty
Reference
Ginzinger et al. (1999a) Bouton and Grappin (1995) Beuvier et aL (1997) ShakeeI-UrRehman et aL (2000a)
ShakeeI-UrRehman et aL (2000b) ShakeeI-UrRehman et aL (2000c) Buchin et aL (1998)
Skie and Ard5 (2000)
Odour: animal (120 d)
Ortigosa et aL (2001)
Flavour: torrefied (240 d) Odour: sweet
Mendia et aL (1999)
Flavour: sweet, bitter, sour Aftertaste: bitter, sour Flavour: sweet
Ordonez et aL (1999)
Odour: sweet
(McSweeney et al., 1993). In Swiss-type cheeses (Beuvier et al., 1997), flavour intensity was correlated with counts of FHL, propionibacteria and enterococci, which occur naturally in the raw milk. In pasteurised milk cheeses, denaturation of enzymes and whey proteins by the heat treatment may also be involved; the aggregation of whey proteins on the surface of the caseins micelles also prevents proteolysis of the caseins. This difference in maturity is enhanced by the temperature of ripening and depends on the age of the cheese (Klantschitsch et al., 2000; Shakeel-Ur-Rehman et al., 2000b).
Besides the intensity of flavour, differences in the flavour profile of cheese can be observed. The flavour of the ripened cheese is richer and more complex when the indigenous microflora is present in the milk to be processed. Some observations are constant from one study to another, whereas others vary. In almost all studies comparing cheeses made from raw milk and raw milk after elimination of the microflora, the R cheeses received a higher score for the pungent attribute. Similarly, acid, sour or rancid characteristics were also generally higher in these cheeses. It is likely that these sensory attributes are related to the presence of volatile and FFAs (Curioni and Bosset, 2002;
Raw Milk Cheeses
Gomez-Ruiz et al., 2002). In general, R cheeses are characterised by more 'strong' attributes, such as animal, garlic, spicy, sulphur and unclean. All these characteristics of R cheeses are linked to the notion of higher maturity, expressed from a sensory point of view, but also revealed by physico-chemical patterns, i.e., a greater degree of proteolysis, a higher content of most volatile compounds, and sometimes greater lipolysis (Fig. 2). The distribution of milder attributes, such as fruit, milk or sweet, differs with the study; they can be characteristic of cheeses made either from R or P milk. In Idiazabal cheese, Ordonez et al. (1999) found a relationship between the sweet taste and the amounts of free proline and asparagine, which were higher in P cheeses. Fruity notes may be linked to some methyl ketones such as 2-nonanone (Gomez-Ruiz et al., 2002) or esters (Ortigosa et al., 2001; Gomez-Ruiz et al., 2002). Milky notes are characteristic of diacetyl and acetoin (GomezRuiz et al., 2002). The relationship between bitterness and the presence of the microflora depends on the variety of cheese. When differences were observed in relation to the milk treatment, R semi-hard cheeses were more bitter than P (Buchin etal., 1998; Shakeel-Ur-Rehman etal., 2000a) or MF cheeses (Buchin et al., 2002). In contrast, hard cheeses made from R milk were less bitter than those made from MF or P milk (Bouton and Grappin, 1995; Beuvier et al., 1997; Mendia etal., 1999; Ginzinger et al., 1999a). On the one hand, it seems that the presence of the indigenous microflora is involved,
Axis 3 14 %
2heptanone 2,3peb.tar ~edione i I Ax~s 1 9 dia~tyl ~ 43% 9 aceto.~ ! '..... 2pentan#ne 3m/~ butana ...... 3me 2penta.aOne// ..............................9........heptan/e "Hk
Figure 2 Distribution of volatile compounds and flavour attributes (additional variables, italicized and boldfaced) within R ( . ) and P (O) semi-hard Morbier-type cheese using principal component analysis C2, C3, C5: acetic, propionic, valeric acids (from Buchin et al., 1998).
337
because P and MF cheeses were similar and differed from R cheeses. On the other hand, the heat treatment is likely to play a role. In the study by Beuvier et al. (1997), where R, R MF and P + indigenous microflora (PR) milks were processed, the most bitter cheeses were P and PR. Bitterness is attributed mainly to the presence of hydrophobic peptides, resulting from the hydrolysis of caseins, mostly ORS1- and 6-. Bitterness in cheese results from the balance between the production of bitter peptides by the action of rennet (preferentially in semi-hard cheeses), plasmin (preferentially in hardcooked cheeses), bacterial proteinases and peptidases, and their further degradation by bacterial peptidases. The role of the respective proteolytic systems and their interactions are known to differ according to the cheese variety (Bergere and Lenoir, 1997). In Bergk/ise, a Swisstype cheese, Ginzinger etal. (1999a) found more hydrophobic peptides in P cheeses, which were also more bitter than R cheeses. This distribution of peptides was confirmed in Cheddar by Lau et al. (1991). According to Gomez et al. (1997), bitterness of peptide origin is more likely to be masked by other flavour components in R than in P cheeses. Bergere and Lenoir (1997) pointed out that other components such as indole, amino acids, amines, amides, long-chain ketones or monoglycerides could contribute to the bitter taste of cheese. Thus, Ordonez et al. (1999) found a relationship between bitterness and the amounts of arginine and aromatic amino acids in Idiazabal, though no differences in bitterness were found between R and P cheeses. It is likely that the presence of the R milk microflora affects the flavour characteristics in two ways: on the one hand, acceleration of ripening by faster metabolic pathways, and, on the other hand, the occurrence of a greater variety of metabolic pathways, specific to particular strains of bacteria, which is also influenced by the microbial diversity. The acceptability of R cheeses is also dependent on the cheese variety. Cheddar cheese made from raw milk is, in general, of lower quality than that made from pasteurised milk (Johnson et al., 1990b; McSweeney et al., 1993). In the study of Shakeel-Ur-Rehman et al. (2000b), R Cheddar cheese received higher flavour scores than P cheeses, but this was dependent on the ripening temperature, as higher temperatures (8 ~ instead of 1 ~ led to defects in R cheeses after 6 months. In the study by Morgan et al. (2001), soft goat's milk cheeses had more flavour defects when made from raw than from pasteurised milk, in relationship to microflora and lipolysis levels. Moreover, although the 'goat' flavour of these cheeses is linked to the liberation of particular fatty acids (Le Quere et al., 1996), no differences were found in this attribute.
338
Raw Milk Cheeses
According to Klantschitsch et al. (2000), the quality of Raclette cheese in relation to raw milk is related to ripening temperature and time; to avoid flavour and openness defects, R cheeses should be ripened for less than 90 days at 11 ~ or 60 days at 14 ~ whereas P or MF milk cheeses can be ripened at 17 ~ for 90 days. These differences in acceptability are of course related to the speed of ripening, since the presence of the native microflora accelerates biochemical transformations in the cheese. The difference in maturity, and hence in the occurrence of defects, is more perceptible in soft or semi-hard cheeses, because of their high moisture content; biochemical activities are favoured by the presence of water. Thus, besides the elimination of pathogens, pasteurisation is useful in this type of cheese to obtain a longer shelf-life by slowing the ripening and delaying the occurrence of flavour defects. The consumer of these cheeses is used to the milder flavour provided by pasteurised milk, and may regard the stronger flavour of R cheeses as a defect. It is likely that these varieties of cheese made from raw milk would be appreciated mostly by 'connoisseurs'. Conversely, Swiss-type cheeses, hard Italian cheeses (Johnson et al., 1990b; Bouton and Grappin, 1995), or hard Spanish ovine cheeses, like Idiazabal (Ordonez et al., 1999; Chavarri et al., 2000), are preferred when made from raw milk. Because of their low moisture content, hard cheeses ripen more slowly than soft or semi-hard ones. The presence of the natural microflora in the raw milk may have a lesser influence on the speed of ripening and on the shelf-life of these cheeses. The use of raw milk does not induce defects, and may even reduce some, e.g., bitterness. Moreover, the more complex flavour provided by raw milk may be appreciated by the consumer of hard cheeses. The loss of microflora and, to a lesser extent, of native milk enzyme activities, in pasteurised milk, affects the typical flavour of these cheeses. In Idiazabal cheese, the level of the sensory scores was related to the level of lipolysis, the less lipolysed cheeses being rated 'rather mild', suggesting that this cheese requires a minimum level of lipolysis to develop its characteristic flavour (Chavarri et al., 2000). In hard Italian cheeses such as Romano, Parmesan or Asiago, the inhibition of milk lipase (LPL) in pasteurised milk may be detrimental to the development of typical flavour (Johnson et al., 1990b). In goats' milk cheeses, the preservation of LPL activity can be important for the development of the 'goat' flavour, linked to the liberation of typical goat-flavoured fatty acids from glycerides (Le Qu~r~ et al., 1996). According to Ordonez et al. (1999) and Chavarri et al. (2000), the characteristic Idiazabal flavour is related to the extent of proteolysis. In Swiss-type cheeses, Bouton and Grappin (1995) found a relationship between the extent of primary proteolysis
and the flavour intensity, whereas the typical flavour was related to the concentration of propionic acid. The presence of the raw milk microflora contributes to the sensory diversity of raw milk cheeses. This has been supposed by Shakeel-Ur-Rehman et al. (200Oh) for Cheddar cheese, and shown in Swiss-type cheese models by Beuvier et al. (1997) and Demarigny et al. (1997). There is a higher heterogeneity in the sensory characteristics of cheeses when the native microflora was retained than when it was removed from milk (Fig. 3). The diversity of R cheeses is likely to depend on the level but also on the nature of the strains present in the microflora. Whether the strains in themselves have different metabolic potentialities or interfere by affecting the activity of starter bacteria has not yet been elucidated. Nevertheless, Bouton and Grappin (1995) have shown an interaction between the composition of starter mixtures and the raw milk microflora in the biochemical transformations and sensory characteristics of Swiss-type cheeses. Thus, whatever the mechanisms involved, the preservation of the microbial diversity in raw milk seems to contribute to the diversity of cheeses such as Swiss-type cheeses, particularly Comte. This diversity in the sensory characteristics is a point of major interest in the production of PDO cheeses. Texture
The texture of cheeses is the macroscopic expression of the structure of the cheese matrix, i.e., its composition and organisation. The texture is formed during two
Axis 2 17%
ABxis 1
{
.~_
~ I _ C N
Acid
Pungent) C3 Salted Aroma 9 1 6 2
P+bact
y-CN
Figure 3 Distribution of physico-chemical, microbiological and flavour criteria (additional variables, italicized and boldfaced) within raw (R), pasteurised (P), microfiltered (MF) and pasteurised + microorganisms contained in retentate (P + Bact) milk using principal component analysis. MesoLb: mesophilic lactobacilli; Entero:enterococci; PAB: propionibacteria; C2: acetic acid; C3: propionic acid; iC5: isoavaleric acid; PTA: PTA-soluble N (from Beuvier et aL, 1997).
Raw Milk Cheeses
stages of cheese processing: manufacturing and ripening. The events that occur during these two steps are different in nature. During manufacture, the cheese matrix is formed. It begins with coagulation of the milk, where the caseins organise themselves into a network, entrapping fat globules, water pockets and gas bubbles. The initial structure of the network is thus determined by the composition of the milk, and also by the technological conditions of coagulation: renneting parameters and work in the vat which influence the moisture content of the curd. The network is then modified by acidification due to the fermentation of lactose, that begins in the vat and continues in the mould. Acidification influences the extent of mineralisation of the caseins, and thus their hydration as well as their interactions. During ripening, changes occur in the matrix through the influence of the loss of water and proteolysis. Proteolysis begins with coagulation in the vat; this is essentially primary proteolysis, i.e., internal hydrolysis of casein molecules, by the coagulant or indigenous enzymes of milk, such as plasmin. Secondary proteolysis occurs essentially during ripening, by the action of peptidases of microorganisms. Proteolysis weakens the structure of the casein matrix. It can be easily supposed that removal of the native microflora from raw milk may alter the texture of subsequent cheeses by two major mechanisms. On the one hand, the heat treatment of the milk used to destroy the microflora may alter the structure of the casein matrix by denaturation of whey proteins or the loss of water, or modify the proteolysis patterns by denaturation, activation or modified retention of enzymes. On the other hand, the elimination of most of the indigenous microflora, either by heating or microfiltration, may modify the biochemical changes in cheeses, in particular proteolysis (Grappin and Beuvier, 1997). Among all the articles in which R, P or MF cheeses were compared, few deal with cheese texture. Some work resulted in no differences related to the treatment of milk: no clear differences between R/P/MF milks (McSweeney et al., 1993) and R/P milks (Shakeel-UrRehman et al., 1999) in Cheddar cheese, no sensory textural differences between R/MF milk Swiss-type cheeses (Bouton and Grappin, 1995) or rheological differences between R/P Bergk~se cheese (Ginzinger et al., 1999a). The comparison of R and P cheeses from a texture point of view is difficult, because of the differences in the behaviour of milk during the coagulation step, due to the heat treatment. Depending on the cheesemaking procedures, contradictory findings have been reported, in terms of moisture, on the compositional differences of
339
cheeses (Lau etal., 1990; Buffa etal., 2001b), or pH (Buffa et al., 2001b). Texture differences are thus difficult to interpret. The results of Beuvier et al. (1997) seem to indicate that in Swiss-type cheeses, sensory texture characteristics of R cheeses are influenced by both the heat treatment of milk and the activity of the indigenous microflora. They showed in a comparison of R, P, MF and P cheeses to which the indigenous microflora contained in microfiltration retentate had been added, that R cheeses had a firmer and more granular texture. Proteolysis appears to be the main factor responsible for differences in texture between R and P cheeses. According to Shakeel-Ur-Rehman et al. (2000a), the increase in chymosin retention and in plasmin activity by heat-treatment of milk is the major cause of texture differences between R and P Cheddar cheeses ripened at 1 or 8 ~ While the temperature influenced all texture descriptors, milk treatment influenced only rubberiness (P > R) and graininess ( R > P). They attributed the texture characteristics mostly to differences in water-soluble N (WSN) (Shakeel-Ur-Rehman et al., 2000b), in which enzymes such as chymosin or plasmin have more influence than the activity of the indigenous microflora. Gaya et al. (1990) found a lower fracturability, elasticity and hardness in Manchego cheese made from R ewes' milk than in P cheeses, whatever the ripening time (2 or 4 months) and the ripening temperature (between 8 and 16 ~ They attributed these differences to higher secondary proteolysis in R cheeses, measured by pH 4.6-, TCA- and PTA- soluble N. Buffa et al. (2001b) studied the rheological characteristics of goats' milk semi-hard cheeses made from R or P milk. R cheeses were firmer, less fracturable, and more cohesive than P ones. These characteristics were attributed to the levels of moisture and WSN: the lower the moisture and more intact the caseins, the less the fracturability and deformability. Fracture stress was higher for R cheeses, i.e., a lower fracturability than the P cheeses. This parameter was correlated with the levels of moisture and WSN: the less the moisture and more intact the caseins, the less the fracturability. Fracture strain, which describes the deformability of cheese, was higher for R cheeses, but only at one day. It could be due to the higher pH of these cheeses at this stage, water being partly absorbed to hydrate the negative charges formed in caseins with high pH values. This parameter has the same correlation with moisture and WSN as previously- deformability decreases when the hydration of proteins decreases and when elastic structural elements disappear. The microstructure of R cheeses was more regular, with a closed protein matrix, and smaller and more uniform fat globules, whereas
340
Raw Milk Cheeses
P cheeses had an open structure with irregular cavities. As a consequence, differences in colour were observed. Rosenberg etal. (1995) measured the viscoelastic characteristics, G' (storage modulus) and G" (loss modulus), of Cheddar cheeses. These parameters were higher in R cheeses than in P cheeses ripened for 8 months. In P cheeses, they were found to be related to the extent of proteolysis; a higher G' signified a higher elastic behaviour of the matrix with the accumulation of proteolysis products. The authors explained this observation by the binding of water by the ionic groups liberated by the cleavage of peptide bounds. This relation with the extent of proteolysis was not observed in R cheeses, maybe because of different proteolytic activities during the ripening of these cheeses, as revealed by differences in peptide composition. Mendia et al. (1999) found more graininess and firmness and less creaminess and elasticity in R ewes' milk Idiazabal cheeses than in P cheeses. These differences were attributed to the slower maturation of P cheeses. This was confirmed by the fact that the differences diminished with increases in ripening time, and were thought to be linked to the moisture content. For certain types of cheese consumed mainly in a melted form, such as Raclette, it is more interesting to evaluate the texture characteristics of the cheese after melting. Melting properties were evaluated in Raclette cheeses made from R, P or MF milk and mixtures of the three types of milk in different proportions (Klantschitsch et al., 2000). R cheeses had a longer consistency than P/MF cheeses after 90 days ripening. According to the authors, this is related to the proteolysis patterns, proteolysis 'in width', pH 4.6 N/TN (lower in MF) leading to longer consistency and higher viscosity, proteolysis 'in depth' (NPN/TN) leading to shorter consistency. The viscosity did not differ between the cheeses. The firmness of melted cheese was also higher in R than in P/MF cheeses after 90 days ripening, with a score indicating insufficient melting quality. Fat separation increased more rapidly with ripening time in R than in P cheeses. Softening and dropping points were in the range for good melting quality in all cheeses ripened at 11 or 14 ~ but only in the MF cheeses ripened at 17 ~ The effect of the microflora on the melting quality of Raclette is dependant on the ripening temperature and time; a high temperature (17 ~ is detrimental when using raw milk, whereas, in the case of microfiltered milk, it is useful to accelerate ripening. In all these studies, the lack of microbial investigations made it difficult to establish a relationship between the microbial populations, whether of indigenous or starter origin, and the characteristics of texture. Nevertheless, when the observed differences were
attributed to the secondary proteolysis, microbial activity was involved.
Conclusion
Microbial communities play an essential role in the control of sensory qualities of cheese. They are more diverse and complex in R cheeses for which milk undergoes no treatment to reduce the microflora. They contribute to the development of a typical cheese taste and flavour. Diversity of the sensory qualities is a specific feature of R cheese. Elimination of the raw milk microflora by pasteurisation or microfiltration definitively leads to different cheeses from a sensorial point of view. Still, is it necessary to have raw milk that is sufficiently rich in terms of quantity and diversity of microorganisms? As outlined at the beginning, the improvement in hygienic practices on farms has led to a 'clean' raw milk, with low microbial counts (Odet, 1999). Raw milk with a low level of microbes could induce a reduction in sensorial diversity of cheese due to a reduction of microbial diversity. Indeed, Dasen et al. (2003) have observed that the strain diversity of mesophilic lactobacilli in raw milk experimental Cheddar cheese was close to that observed in industrial Cheddar cheese manufactured with pasteurised milk. The former was made from raw milk with a total of around 10 000 cfu m1-1. The fact that raw milk tends to be more and more microbiologically 'clean' implies that there is a risk that the sensorial differences between R and P cheeses will be erased. Some experiments in progress, particularly in France, aim to evaluate dairy farming practices, including milking practices, on the raw milk microflora in terms of quantity and diversity. Recently, Michel et al. (2001) observed links between milking practices and the bacteriological quality of milk, showing that it is possible to manage the microbial quality of milk on the farm to promote the technologically 'useful' microflora, while maintaining pathogens at a low level. This is a good way to keep the natural microflora in R cheese production, in terms of quantity and diversity, in order to preserve their sensorial diversity. To add selected microorganisms could enhance the aroma of cheese, but the cheese would have a more uniform flavour, a characteristic which is not sought by both the producers and the consumers, because diversity of flavour is considered a special feature of traditional R cheeses (Grappin and Beuvier, 1997). Otherwise, according to Montel (2002), microbial communities may play a key role in the microbiological safety of R cheese. This potential role is supported by several studies in which cheeses or milk, with a more complex microflora, were less contaminated by
Raw Milk Cheeses
L. monocytogenes than those with a less diversified flora (Brouillaud-Delattre et al., 1997; Eppert et al., 1997). Thus, well-monitored microbial diversity, from farm to cheese, by acting as a barrier against pathogens, may be a trump card for cheese safety (Montel, 2002). According to Stanton et al. (1998), cheeses, because of their high fat content and their texture, could offer protection to the living microorganisms contained within them, especially at the m o m e n t of their passage into the gastrointestinal tract of the consumer. More and more studies demonstrate the beneficial effects on health of strains of microorganisms and give hope for other discoveries in R cheeses, which are rich in microorganisms (Bouton, 2001; Moreau and Vuitton, 2002). The preservation of the microbial diversity in raw milk, essential to obtain cheeses with greater sensorial diversity, more and more appreciated by (European) consumers, potentially useful to fight against pathogens and potentially useful for health, is a challenge for milk and cheese producers, and researchers, to take up over the next years.
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Rychlik, M. and Bosset, J.O. (2001). Flavour and off-flavour compounds of Swiss Gruyere cheese. Evaluation of potent odorants. Int. Dairy J. 11,895-901. Ryser, E.T. and Marth, E.H. (1987). Fate of Listeria monocytogenes during the manufacture and ripening of Camembert cheese. J. Food Prot. 50,372-378. Saboya, L.V. and Maubois, J.L. (2000). Current developments of microfiltration technology in the dairy industry. Lait 80, 541-553. Sarantinopoulos, P., Kakantzopoulos, G. and Tsakalidou, E. (2002). Effect of Enterococcus faecium on microbiological, physicochemical and sensory characteristics of Greek Feta cheese. Int. J. Food Microbiol. 76, 93-105. Saric, Z., Luthi-Peng, Q.-Q. and Puhan, Z. (2002). Quality aspects of Travnicki cheese made from raw and pasteurised cow and goat milk. Milchwissenschaft 57, 631-634. Schneller, R., Good, P. and Jenny, M. (1997). Influence of pasteurized milk, raw milk and different ripening cultures on biogenic amine concentrations in semi-soft cheeses during ripening. Z. Lebensm. Unters. Forsch. A. 204,265-272. Shakeel-Ur-Rehman, McSweeney, P.L.H. and Fox, RE (1999). A study on the role of the indigenous microflora of raw milk on the ripening of Cheddar cheese. Milchwissenschaft 54, 388-392. Shakeel-Ur-Rehman, Banks, J.M., Brechany, E.Y., Muir, D.D., McSweeney, P.L.H. and Fox, RE (2000a). Influence of ripening temperature on the volatiles profile and flavour of Cheddar cheese made from raw or pasteurised milk. Int. Dairy J. 10, 55-65. Shakeel-Ur-Rehman, Banks, J.M., McSweeney, RL.H and Fox, P.E (2000b). Effect of ripening temperature on the growth and significance of non-starter lactic acid bacteria in Cheddar cheese made from raw or pasteurised milk. Int. DairyJ. 10, 45-53. Shakeel-Ur-Rehman, McSweeney, P.L.H., Banks, J.M., Brechany, E.Y., Muir, D.D. and Fox, RE (2000c). Ripening of Cheddar cheese made from blends of raw and pasteurised milk. Int. Dairy J. 10, 33-44. Skie, S. and Ardo, Y. (2000). Influence from raw milk flora on cheese ripening studied by different treatments of milk to model cheese. Lebensm. Wiss. Technol. 33, 499-505. Sousa, M.J. and Malcata, X. (1997). Ripening of ovine milk cheeses: effects of plant rennet, pasteurization, and addition of starter on lipolysis. Food Chem. 59,427-432. Stanton, C., Gardiner, G., Lynch, P.B., Collins, J.K., Fitzgerald, D. and Ross, R.P. (1998). Probiotic cheeses. Int. Dairy J. 8, 491-496. Thierry, A. and Maillard, M.B. (2002). Production of cheese flavour compounds derived from amino acid catabolism by Propionibacterium freudenreichii: a review. Lait 82, 17-32. Urbach, G. (1993). Relations between cheese flavour and chemical composition. Int. Dairy J. 3,389-422. Urbach, G. (1995). Contribution of lactic acid bacteria to flavour compound formation in dairy products. Int. Dairy J. 5,877-903.
Raw Milk Cheeses
Urbach, G. (1997). The flavour of milk and dairy products: II. Cheese: contribution of volatile compounds. Int. J. Dairy Technol. 50, 79-89. Van den Berg, G. and Exterkate, EA. (1993). Technological parameters involved in cheese ripening. Int. Dairy J. 76, 2133-2144. Xanthopoulos, V., Polychroniadou, A., Litopoulou-Tzanetaki, E. and Tzanetakis, N. (2000). Characteristics of Ave-
345
nato cheese made from raw or heat-treated goat milk inoculated with a lactic starter. Lebensm. Wiss. Technol. 33,483-488. Yousef, A.E. and Marth, E.H. (1990). Fate of Listeria monocytogenes during the manufacture and ripening of Parmesan cheese. J. Dairy Sci. 73, 3351-3356. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. DairyJ. 11,185-201.
Biochemistry of Cheese Ripening: Introduction and Overview P.L.H. McSweeney, Department of Food and Nutritional Sciences, University College, Cork, Ireland
Introduction As discussed in 'Cheese: An Overview', Volume 1, rennetcoagulated cheeses are ripened (matured) for a period ranging from 2 weeks (e.g., Mozzarella) to 2 or more years (e.g., Parmigiano Reggiano or extra-mature Cheddar) during which the flavour and texture characteristic of the variety develop. Ripening usually involves changes to the microflora of the cheese, including death and lysis of the starter cells, development of an adventitious non-starter microflora and, in many cheeses, growth of a secondary microflora (e.g., Propionibacterium freudenreichii subsp, shermanii in Swiss cheese, moulds in mould-ripened varieties and a complex Gram-positive bacterial microflora on the surface of smear-ripened cheeses). The metabolic activity of the secondary microflora often dominates flavour development, and in some cases, e.g., whitemould cheeses, the texture, of varieties in which they grow. The microbiology of cheese during ripening is discussed in 'The Microbiology of Cheese Ripening', Volume 1. As discussed in 'Rheology and Texture of Cheese', Volume 1, ripening usually involves the softening of cheese texture, as a consequence of the hydrolysis of the casein matrix, changes in the waterbinding ability of the curd and changes in pH (which may cause other changes such as the migration and precipitation of calcium phosphate). The flavour of cheese curd immediately after manufacture is rather bland and indeed it can be difficult to differentiate the flavours of certain varieties at this stage. During ripening, cheese flavour develops due to the production of a wide range of sapid compounds by the biochemical pathways described below. Volatile flavour compounds are of particular importance to cheese flavour and are discussed in 'Sensory Character of Cheese and its Evaluation', Volume 1. Quantification of the volatile flavour compounds of cheese are described in 'Instrumental Techniques', Volume 1. Biochemical reactions which occur in cheese during ripening are usually grouped into four major categories: (1) glycolysis of residual lactose and catabolism of lactate, (2) catabolism of citrate, which is very important in certain varieties, (3) lipolysis and the
catabolism of free fatty acids and (4) proteolysis and the catabolism of amino acids (Fig. 1). These reactions are discussed in 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1. Since the biochemistry of cheese ripening is complex, the purpose of this chapter is to present an overview of the principal biochemical pathways which contribute to cheese ripening and to discuss the role of the principal ripening agents in cheese and the acceleration of cheese ripening. Aspects of cheese ripening common to many varieties are discussed in 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1; ripening of specific varieties is discussed in the relevant chapters in Volume 2.
Glycolysis of Residual Lactose and Catabolism of Lactate Since cheeses are fermented dairy products, the metabolism of lactose to lactate is essential in the manufacture of all varieties. Cheese curd contains a low level of residual lactose which is metabolised rapidly early in ripening to lactate which may be catabolised subsequently via a range of pathways. Catabolism of lactate probably occurs in all cheeses and is particularly important in surface mould-ripened varieties (e.g., Camembert) and in Swiss cheese. These reactions were reviewed by Fox et al. (1990, 1993) and McSweeney and Sousa (2000) and are discussed in detail in 'Metabolism of Residual Lactose and of Lactate and Citrate', Volume 1. The pathway through which lactose is metabolised depends on the starter type (see 'Starter Cultures: General Aspects', Volume 1; Cogan and Hill, 1993; Fox et al., 2000; McSweeney and Sousa, 2000; Broome et al., 2003). The final step in the glycolysis of lactose is the conversion of pyruvate to lactate which is catalysed by lactate dehydrogenase (LDH). Depending on
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
348
Biochemistry of Cheese Ripening: Introduction and Overview
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the type of LDH (D- or L-LDH) in the cell, D- (e.g.,
Lb. delbrueckii subsp, bulgaricus), L- (e.g., Lactococcus, Sc. thermophilus) or D/L- (e.g., Lb. helveticus) lactate is the end product of glycolysis which converts 1 mol of lactose to 4 mol of lactate with the production of 4 mol of ATR Unlike most lactic acid bacteria (LAB), Leuconostoc spp. use the phosphoketolase pathway to metabolise lactose; the end products of this pathway are lactate, ethanol and CO2 and thus differ from that of the glycolytic pathway9 Although essential for cheese manufacture, the metabolism of lactose to lactate is essentially complete at the end of manufacture or during the early stages of ripening. Most lactose in milk is lost in the whey and that which is retained in the curd is metabolised rapidly after drainage. However, the activity of the starter is greatly reduced at the end of manufacture or soon thereafter due to the combination of low pH, high NaC1 and lack of a fermentable carbohydrate. The inhibition of acid production is particularly abrupt in dry-salted varieties (e.g., Cheddar) where NaC1 concentration reaches equilibrium much faster than in brine-salted cheeses. Fresh cheese curd contains a low level of lactose which, in the case of Cheddar cheese, is reduced to trace levels within one
month of ripening by the (albeit reduced) activity of the starter or by the action of the non-starter lactic acid bacteria (NSLAB). Lactate contributes to the flavour of cheese, particularly early during maturation, but the major effect of acidification on flavour development is indirect since, together with the buffering capacity of the curd, it influences pH and thus the growth of the secondary flora and the activity of ripening enzymes. Lactate is an important substrate for a range of reactions which contribute positively or negatively to cheese ripening. L-Lactate, produced by Lactococcus, can be racemised to DL-lactate by the NSLAB flora in Cheddar and Dutch-type cheeses. DL-Lactate is less soluble than k-lactate, resulting in the formation of Ca-D-lactate crystals which appear as white specks on the surface of the mature cheese. Lactate can also be metabolised to acetate and CO2 by some members of the NSLAB flora, although this oxidative pathway is relatively minor in cheese due to its low oxidationreduction (redox) potential (c. - 2 5 0 mV) and is limited by the availability of 02. Late gas blowing is a defect in certain hard and semi-hard varieties caused by the anaerobic catabolism of lactate to butyrate and H2
Biochemistry of Cheese Ripening: Introduction and Overview
by Clostridium tyrobutyricum. This problem can be overcome by good hygiene, addition of NaNO3 or lysozyme or by the physical removal of the spores by bactofugation or microfiltration. However, catabolism of lactate is particularly important in Swiss and surface mould-ripened cheeses. In the former, lactate is catabolised by Propionibacterium freudenreichii subsp, shermanii to propionate, acetate, H20 and CO2. Propionate and acetate contribute to the flavour of Swiss cheese; CO2 migrates through the curd to points of weakness where it collects to form the large eyes characteristic of Swiss-type cheese. The oxidative catabolism of lactate to H20 and CO2 by Penicilliurn camemberti at the surface of Camembert and Brie-type cheeses is of great indirect importance to their ripening. The catabolism of lactic acid causes a large increase in the pH of the surface of these cheeses which leads to a pH gradient from the surface to the core and to the migration of lactate towards the surface. The high pH at the surface causes precipitation of calcium phosphate, which, in turn, causes the migration of calcium and phosphate to the cheese surface. These changes lead to the characteristic softening of surface mould-ripened cheese which, when mature, have an almost liquid-like consistency. Oxidative metabolism of lactate is also of significance at the surface of smear-ripened cheeses (e.g., Tilst or Limburger) where, early in ripening, yeasts deacidify the surface which encourages the growth of the Gram-positive bacteria characteristic of the surface. Oxidative metabolism of lactate probably also occurs in Blue cheese but its effect is less important than in surface mouldripened cheese since P. roqueforti is distributed throughout the cheese and thus gradients do not develop across the cheese mass.
Lipolysis and Metabolism of Fatty Acids Studies in which milk fat was replaced with other lipids have demonstrated that milk fat is essential for the development of the flavour of Cheddar and probably all other ripened cheeses. As in all high-fat foods, lipids present in cheese can undergo hydrolytic or oxidative degradation; the latter is generally considered not to be important in cheese, primarily due to its low redox potential. Lipolysis in cheese during ripening is discussed in detail in 'Lipolysis and Catabolism of Fatty Acids in Cheese', Volume 1. As discussed by McSweeney and Sousa (2000) and Collins et al. (2003a), lipases in cheese originate from a number of sources. Milk contains an indigenous lipoprotein lipase (LPL), which contributes to lipolysis in cheese during ripening. Lipoprotein lipase activity is more important in cheese made from raw milk than
349
in that made from pasteurised milk since the enzyme is extensively inactivated by pasteurisation. Rennet paste, used as coagulant in certain Italian cheese varieties, contains a potent lipase, pregastric esterase, which is responsible for lipolysis in cheeses such as Provolone and the Pecorino varieties. Lactic acid bacteria are weakly lipolytic, but their enzymes have been shown to contribute to the low level of lipolysis characteristic of Cheddar cheese (Collins etal., 2003b). Likewise, Pr. Jreudenreichii subsp, shermanii possesses a lipase which, together with enzymes from the thermophilic starter organisms, contributes to the low level of lipolysis in Swiss cheese. Penicillium roqueforti produces potent extracellular lipases which are responsible for the extensive lipolysis characteristic of Blue cheese. P. camemberti and the complex Gram-positive surface microflora of smear cheeses also produce extracellular lipases which contribute to lipolysis in surface-bacterial or white mould-ripened varieties. The level of lipolysis in cheese is determined using various non-specific techniques (e.g., solvent extraction and titration of the fatty acids with alcoholic KOH or by the formation of coloured Cu soaps) or by quantitation of individual fatty acids, usually by gas chromatography (see Collins et al., 2003a). Fatty acids have a direct impact on the flavour of many cheese varieties. In particular, C4-C10 acids are strongly flavoured. Levels of fatty acids vary considerably between varieties. Many internal bacterially ripened varieties (e.g., Edam, Swiss and Cheddar) contain low levels of fatty acids (c. 200-1000 mg kg-1). Very high levels of fatty acids are found in Blue cheese (c. 30 000 mg kg-1). In addition to their direct role in cheese flavour, fatty acids are important precursors for the production of other volatile flavour compounds during ripening (Fig. 2). Fatty acid esters are produced by reaction of fatty acids with an alcohol; ethyl esters are most common in cheese. Thioesters are formed by reaction of a fatty acid with a thiol compound formed via the catabolism of sulphur-containing amino acids. Fatty acid lactones are cyclic compounds formed by the intramolecular esterification of hydroxyacids; 7- and 8-1actones contribute to the flavour of a number of cheese varieties. The principal class of volatile flavour compounds in Blue cheese is n-methyl ketones (alkan2-ones) which are produced from fatty acids by partial ]3-oxidation. n-Methyl ketones may be reduced to the corresponding secondary alcohols. Fatty acid catabolism is summarised in Fig. 2 and is discussed in detail in 'Lipolysis and Catabolism of Fatty Acids in Cheese', Volume 1. Volatile fiavour compounds in cheese, including those derived from fatty acids, are usually quantified using gas chromatography-mass spectrometry (GC-MS; see 'Instrumental Techniques', Volume 1).
350
Biochemistry of Cheese Ripening: Introduction and Overview
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Proteolysis and Catabolism of Amino Acids Proteolysis is the most complex, and in most varieties, the most important biochemical event which occurs during cheese ripening. Proteolysis has been discussed in reviews by Grappin et al. (1985), Rank et al. (1985), Fox (1989), Fox et al. (1993, 1994, 1995), Fox and McSweeney (1996), McSweeney and Sousa (2000) and Sousa et al. (2001) and is covered in detail in 'Proteolysis in Cheese during Ripening', Volume 1. Proteolysis is very important for cheese texture by hydrolysing the para-casein matrix which gives cheese its structure and by increasing the water-binding capacity of the curd (i.e., to the new ot-carboxylic and or-amino groups produced on cleavage of peptide bonds). Proteolysis may indirectly affect texture by increasing pH through the production of NH3 following amino acid catabolism.
Peptides may have a direct impact on cheese flavour (some are bitter) or they may provide a brothy background flavour to cheese. However, recent research has indicated that the major role of proteolysis in cheese flavour is in the production of amino acids which act as precursors for a range of catabolic reactions which produce many important volatile flavour compounds (see McSweeney and Sousa, 2000; Yvon and Rijnen, 2001). In most cheese varieties, the initial hydrolysis of caseins is caused by the coagulant and to a lesser extent by plasmin and perhaps somatic cell proteinases (e.g., cathepsin D) which result in the formation of large (water-insoluble) and intermediate-sized (watersoluble) peptides which are subsequently hydrolysed by the coagulant and enzymes from the starter and non-starter flora of the cheese. The production of
Biochemistry of Cheese Ripening: Introduction and Overview
small peptides and amino acids is caused by the action of microbial proteinases and peptidases, respectively. Preparations of selected aspartyl proteinases are used to coagulate milk. Chymosin (EC 3.4.23.4) is the principal proteinase (88-94%) in traditional calf rennets, the remainder being pepsin (EC 3.4.23.1) (Rothe et al., 1977). Although, the principal role of the coagulant in cheesemaking is to coagulate milk, some activity is retained in the curd, depending on factors such as coagulant type, cooking temperature and pH at drainage, and contributes to proteolysis in many varieties (Creamer et al., 1985). Plasmin (fibrinolysin; EC 3.4.21.7) is the dominant indigenous proteinase in milk and is produced from its inactive precursor, plasminogen, by a system of plasminogen activators (PA). Inhibitors of plasmin and of PA are also present in milk. Plasmin, which is optimally active at pH 7.5 and 37 ~ is most active in high-cook cheeses due to denaturation of inhibitors and increased activation of plasmin and in cheeses in which the pH increases during ripening (e.g., Blue cheese or the surfaces of white-mould and smearripened varieties). Plasmin is most active on [3-casein, hydrolysing it at three sites to produce the y-caseins and some proteose peptones. Milk contains somatic (white blood) cells, which contain lysosomes, which in turn, contain many proteolytic enzymes. To date, cathepsin D (see review by Hurley et al., 2000) and cathepsin B (Magboul et al., 2001) have been confirmed in milk. Lactic acid bacteria (Lactococcus, Lactobacillus, Streptococcus) possess very comprehensive proteolytic systems that have been studied extensively and reviewed (e.g., Fox and McSweeney, 1996; Kunji et al., 1996; Law and Haandrikman, 1997; Christensen etal., 1999). Lactic acid bacteria possess a cell envelope-associated proteinase (PrtP or lactocepin), 3-4 intracellular proteinases, intracellular oligoendopeptidases (PepO, PepF), a number of aminopeptidases (PepN, PepC, PepG, PepA, PepL), a pyrolidone carboxyl peptidase (PCP), a dipeptidylaminopeptidase (PepX), a proline iminopeptidase (PepI), an aminopeptidase P (PepP), a prolinase (PepR), a prolidase (PepQ), general dipeptidases (PepV, PepD, PepDA) and a general tripeptidase (PepT). They also possess oligopeptide, di/tripeptide and amino acid transport systems (Fig. 3). This proteolytic system is necessary to enable the LAB to grow to high numbers in milk (109-1010 cfuml-1), which contains only low levels of small peptides and amino acids. PrtP contributes to the formation of small peptides in cheese, probably by hydrolysing larger peptides produced from Otsl-casein by chymosin or from [3-casein by plasmin, whereas the aminopeptidases, dipeptidases and tripeptidases (which are intra-
Cellenvelopeassociated / proteinase /' (CEP,PrtP, / L
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\
\
351
\
CaseinlmCinoaci H dsE ~ i ~E.( ~Se ~Ii .~.~i.D. IA ~~E I. / TransportDi,tripeptides systems Oligopeptides Figure 3
Summary of the proteolytic system of Lactococcus. The proteolytic systems of other lactic acid bacteria are generally similar.
cellular) are responsible for the release of free amino acids after the cells have lysed. Non-starter lactic acid bacteria, although present initially at low numbers (<50 cfu g-1 in Cheddar made from pasteurised milk, and probably in other cheeses), grow at a rate largely governed by ripening temperature to reach - 1 0 r cfu g-1 within 4 weeks and remain relatively constant thereafter. The activity of the NSLAB appears to supplement the proteolytic action of the starter. Non-starter lactic acid bacteria in cheese are discussed in 'The Microbiology of Cheese Ripening', Volume 1. In many cheese varieties, a secondary microflora (secondary starter) is added intentionally and/or encouraged to grow by environmental conditions and has a diverse range of functions, depending on the organisms used. A number of different LAB, e.g., strains of Lactobacillus, have been added to Cheddar cheese with the objective of improving flavour or accelerating ripening. These have proteolytic systems similar to those of other species of LAB. Brevibacteriurn linens is the best-studied smear microorganism; it secretes an extracellular proteinase and aminopeptidase, and possesses a number of intracellular peptidases, which contribute to proteolysis at the surface of smear-ripened cheeses (see Rattray and Fox, 1999). Penicillium roqueforti produces potent extracellular aspartyl and metalloproteinases and various peptidases which are major contributors to the extensive proteolysis found in Blue cheese. P camernberti secretes active metallo and aspartyl proteinases which contribute to proteolysis in Camembert and Brie-type cheeses. The final products of proteolysis are amino acids, the concentration of which depends on the cheese variety. The concentration of amino acids in cheese at a given stage of ripening is the net result of the liberation of amino acids from the caseins by proteolysis and
352
Biochemistry of Cheese Ripening: Introduction and Overview
their catabolism or transformation into other amino acids by the cheese microflora. The principal amino acids in Cheddar cheese are Glu, Leu, Arg, Lys, Phe and Ser. Medium and small peptides contribute to a brothy background flavour in many cheese varieties; short, hydrophobic peptides are bitter. Amino acids contribute directly to cheese flavour as some amino acids taste sweet (e.g., Gly, Ser, Thr, Ala, Pro), sour (e.g., His, Glu, Asp) or bitter (e.g., Arg, Met, Val, Leu, Phe, Tyr, lie, Trp). However, research in the last decade has shown that accelerating proteolysis does not necessarily accelerate flavour development, suggesting that the production of amino acids is not the rate-limiting step in the development of cheese flavour. It is now generally believed that the principal role of proteolysis in the production of flavour compounds is the liberation of amino acids as precursors for a complex series of catabolic reactions that produce many important volatile flavour compounds. Amino acid catabolism was reviewed by Yvon and Rijnen (2001), and is discussed in detail in 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1 and summarised in Fig. 4. Amino acid catabolism appears to proceed via two major p a t h w a y s - transaminase action and elimination reactions. Transaminases catalyse the transfer of the or-amino group from an amino acid to
Casein
Coagulant Plasmin
an (x-keto acid (usually ot-ketoglutarate) with the production of the corresponding amino acid and an o~-keto acid corresponding to the amino acid substrate (cf. Fig. 5 for leucine). The second pathway, which is initiated by elimination reactions, is particularly important in the production of volatile sulphur compounds from the side chain of methionine. In addition, decarboxylases remove the carboxylic acid group of amino acids to produce amines, some of which have physiological effects (see 'Toxins in Cheese', Volume 1). Decarboxylases may also act on ot-keto acids to produce aldehydes, which in turn may be oxidised to carboxylic acids or reduced to primary alcohols. The or-amino group of amino acids may be removed by the action of deaminases, with the formation of a carboxylic acid and ammonia. In addition, the side chains of amino acids may be degraded by the action of various lysases (see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1).
Ripening A g e n t s in C h e e s e Agents from five, and possibly six, sources are involved in the ripening of cheese: 9 enzymes from the coagulant; 9 indigenous milk enzymes;
Large and small polypeptides
I Starterproteinases Small peptides
I Starterandnon-starterpeptidases Small peptides 4- iAmino acids"
/
~
Deamina~es NH3 ~ / Decarboxylasse ~>~o~-Ketoacidl/Lyases ~.~ C02 Acids KTransaminases
Carbonyls ~
r
acid
o~-Ketoacid 2 Various compounds (e.g., sulphur compounds) Figure 4 Summary of proteolysis and amino acid catabolism in cheese during ripening.
Amines
Biochemistry of Cheese Ripening: Introduction and Overview
O'---C--C--OH
I iH2
r
H2N--CH--C--OH
I Glutamic acid I CH2 I C----O I OH CH~
C----O
I OH
I
OH2
I I CH--CH 3 OH2
y
o...c...
I
TRANSAMINASE
OH
CO2
o II O---C--C--OH
H2N--CH--C--OH
I
353
o~c,.~ox~,s~
OH2
I
CH--CH 3
I CHa Leucine
-Methylbutanol
I OH2
I
CH--CH31
i H-CH3
cm
~y
2-Keto-4-methylpentanoic acid
3-Met
O~cIOH
a,
Ibutan
I IOH--OH 3 I GIla CHe
3-Methylbutanoic acid
0o2~/ C--OH
NH3
I
CHe
NH2
I
erie
I ICH--CH3 I CH3
I CHe I CH--CH 3 I GH3
CHe
4-Methylpentanoic acid
3-Methylbutylamine Figure 5 Catabolism of leucine initiated by transaminase, deaminase or decarboxylase action and volatile flavour compounds which may be formed from this amino acid. Similar catabolic pathways operate for the other branched-chain aliphatic amino acids (isoleucine and valine).
9 starter bacteria and their enzymes, which are released after the cells have died and lysed; 9 enzymes from secondary starters (e.g., Propionibacterium freudenreichii subsp, shermanii, Gram-positive bacteria on the surface of smear-ripened cheese, yeasts and moulds, such as Penicillium roqueforti and P. camemberti), which are of major importance in some varieties; 9 non-starter bacteria, i.e., organisms that either survive pasteurisation of the cheese milk or gain access to the pasteurised milk or curd during manufacture; and, in certain circumstances, 9 exogenous enzymes added to accelerate cheese ripening. There has been interest for about 40 years in developing model systems in which to quantify the contribution of each of these agents to cheese ripening. The techniques developed eliminate one or more of the above agents, thereby enabling its role to be assessed, directly or indirectly.
Non-starter bacteria may be eliminated by using an aseptic bucket milking technique, developed by Perry and McGillivray (1964); the teat cups and clusters were chemically sterilised and the bucket steam-sterilised. Cows were screened for the bacteriological quality of their milk and animals with counts <100 cfum1-1 selected; prior to milking, their udders were cleaned with a quaternary ammonium solution. An essentially similar approach was used by O'Keeffe etal. (1976a), who obtained milk with a total bacterial count <500 cfu m1-1. Kleter and de Vries (1974) included a cooling coil between the cluster and the bucket and succeeded in achieving counts averaging 46 cfu m1-1. This approach was also used by Visser (1976). Reiter et al. (1969) withdrew milk aseptically by means of a teat cannula, but the quantities obtained (11) were sufficient to produce cheeses of only about 100 g. More recently, it has been our experience (McSweeney et al., 1994; Lynch et al., 1996, 1997) that special precautions for milking are unnecessary; good quality raw milk pasteurised at 78 ~ for 15 s is suitable for aseptic cheesemaking.
354
Biochemistry of Cheese Ripening: Introduction and Overview
Having collected low-count milk, a heating step is usually used to reduce bacterial counts further. Perry and McGillivray (1964) used batch pasteurisation (68 ~ • 5 min) in a steam-jacketed cheese vat. Chapman et al. (1966), who did not use an aseptic milking technique, used HTST pasteurisation (71.6 ~ • 17 s) to produce low-count milk. Reiter et al. (1967), Kleter and de Vries (1974) and Visser (1976, 1977a) also used HTST pasteurisation. An LTLT regime (63 ~ • 30 min) was used by Reiter etal. (1969) and O'Keeffe etal. (1976a). Le Bars et al. (1975) used a UHT treatment and offset the ill-effects of the high heat treatment on the rennetability of milk by using a higher rennet concentration, a higher setting temperature and adding CaC12. Tyndallisation (three successive cycles of heating at 75 ~ x 5 min) or treatment with H 2 0 2 followed by catalase was used by Roberts et al. (1995) to treat milk for the production of aseptic cheese curd. Both treatments were successful, although H 2 0 2 caused the development of oxidised off-flavours. Cheese with a controlled microflora must be manufactured under aseptic conditions. Enclosed vats equipped with integral rubber gauntlets were used by Mabbitt etal. (1959) and modified by Perry and McGillivray (1964) to include pressurised or sterile air. Chapman etal. (1966) and Reiter etal. (1967, 1969) used a similar technique. Le Bars et al. (1975) made cheese in an aseptic room (5 • 3 m) with a filtered air supply and the cheesemakers were clothed in sterile garments. O'Keeffe etal. (1975, 1976a,b), McSweeney et al. (1994) and Lynch et al. (1996, 1997) made cheese in 20-1 vats set in thermostatically controlled water baths in a laminar air-flow unit. If the cheese curd is to be acidified chemically, antibiotics should be added to the cheesemilk to inhibit the growth of any surviving (or contaminating) bacteria. Nisin, penicillin and streptomycin were used by Le Bars et al. (1975) and O'Keeffe et al. (1976a). Addition of antibiotics is probably necessary to achieve aseptic starter-free cheese. Acidification of cheese curd to --pH 5, which is an essential element of cheese manufacture, is normally achieved by in situ production of lactic acid by a culture of LAB (starter). If the contribution of starter to cheese ripening is to be assessed, the use of starter must be avoided and acidification is then accomplished by pre-formed acid or acidogen. Early workers used dilute acid for direct acidification but encountered difficulties in controlling the pH. Mabbitt et al. (1955) largely overcame this problem by using an acidogen, gluconic acid-8-1actone (GDL), which hydrolyses to gluconic acid at a predictable rate in aqueous solutions. O'Keeffe et al. (1975) found that GDL, used as recommended by Mabbitt etal. (1955), caused
excessively rapid acidification, leading to extensive demineralisation of the casein micelles. Demineralisation was considered to be responsible for the excessively rapid rate of proteolysis observed in chemically acidified cheese but this may have been due to increased retention or activity of rennet in over-acid curd (Creamer et al., 1985). O'Keeffe et al. (1975) overcame excessively rapid acidification by using incremental addition of lactic acid to mimic the pH drop during cooking, followed by the addition of GDL to the curd after whey drainage. Roberts et al. (1995) developed an aseptic system for making cheese curd which was then used to produce slurries. The system consisted of a 1L cylindrical polypropylene 'vat' fitted with a lid and a stainless steel cutter/stirrer. The milk was coagulated, cut, cooked and stirred in the sealed 'vat'. At the end of cooking, the lid was replaced by a steel mesh screen through which the whey was drained off. Role of rennet in cheese ripening
The manufacture of rennet-free cheese is necessary if the contribution of rennet to ripening is to be assessed. Since rennet must be used to form a para-casein curd, the approach usually adopted is to inactivate the rennet after it has completed the first stage of rennetinduced coagulation. Four techniques have been developed to achieve this objective. Visser (1976) used cheesemilk which had been depleted of Ca and Mg by treatment with an ion-exchange resin; at the reduced Ca concentration, the enzymatic phase of renneting could be completed without coagulation. The rennet was subsequently inactivated by heat treatment (72 ~ • 15s), the milk cooled to 5 ~ and CaC12 added. To induce coagulation, the renneted milk was heated dielectrically to avoid agitation. Cheesemaking was then completed in aseptic vats. This technique was used by Visser (1977a,b,c) and Visser and de Groot-Mostert (1977). Porcine pepsin is very unstable at pH values near or above neutrality. O'Keeffe etal. (1977) used porcine pepsin as coagulant; after the gel had formed, it was cut and the pH of the curds-whey mixture raised to "-7 using NaOH; this technique has been used subsequently by Lane et al. (1997) with satisfactory results. Mulvihill et al. (1979) demonstrated the potential of piglet chymosin for the manufacture of rennet-flee cheese; this enzyme hydrolyses bovine K-casein but appears to be inactive on o%1- or [3-caseins or to be inactivated rapidly during the early stages of cheesemaking. Its use in cheesemaking was demonstrated in small-scale experiments. Meinardi et al. (1998) developed methodology and equipment for the production of rennet-flee cheese
Biochemistry of Cheese Ripening: Introduction and Overview
using pH-inactivated pepsin. Pasteurised milk supplemented with CaC12 was cooled to 6 ~ in a cylindrical glass vessel (15 1) equipped with a series of glass tubes through which water could be circulated to control the temperature and to heat the contents of the vessel without stirring. Porcine pepsin was added and the first stage of rennet action allowed to progress. The coagulant was inactivated by titrating the milk to pH 7.8 using NaOH and holding at this pH for 45 min. The milk was adjusted to pH 7.0 using HC1; starter was then added and addition of HC1 continued until the milk reached pH 6.5. Shakeel-Ur-Rehman et al. (1999) added pepstatin A (isovaleryl-Val-Val-statine-Ala-statine), a potent inhibitor of aspartyl proteinases, to the curds-whey mixture during cooking; results indicated that this compound very effectively inhibited chymosin action in cheese during ripening. Immobilised rennets have been suggested as another approach to making rennet-free curd (e.g., Fox et al., 1993) but leaching of the enzyme from the solid support makes this technique unsuitable. Furthermore, properly immobilised rennets are unable to coagulate milk as the PhemMet bond of K-casein may not be able to reach the active site of immobilised chymosin and the rate of diffusion of large casein micelles to immobilised rennet is very slow compared to the rate of diffusion of the small chymosin molecule towards the casein micelle (Beeby, 1979). Plasmin
Eliminating the proteolytic activity of plasmin presents more difficulties than eliminating the action of the coagulant. The contribution of plasmin to proteolysis in cheese has been assessed indirectly, i.e., in cheese from which all other agents have been eliminated (e.g., Visser and de Groot-Mostert, 1977). Plasmin is inhibited by soybean trypsin inhibitor which should be suitable for the inhibition of plasmin activity in cheese but no studies to evaluate this approach have been reported. The high heat stability of plasmin and the finding that its activity is increased by high cooking temperatures (Farkye and Fox, 1990) suggest that a model system could be developed in which aseptic curd is produced, the rennet denatured by a suitable cooking temperature and the curd acidified by GDL; such a system would allow plasmin to act in isolation. 6-Aminohexanoic acid (AHA) is an inhibitor of plasmin and/or plasminogen activators but does not inhibit chymosin or bacterial peptidases. It was used by Farkye and Fox (1991) to assess the role of plasmin in Cheddar cheese made without aseptic precautions and with a normal lactic acid starter, y-Casein bands on electrophoretograms were less intense in cheeses c o n -
355
taining AHA than in the control, suggesting that plasmin plays a role in Cheddar cheese ripening. It was necessary to use a high concentration of AHA to inhibit the plasmin in cheese curd and this appeared to cause increased syneresis and consequently reduced the moisture content of the cheese. Further, since AHA contains N, the background level of soluble N was increased greatly. Several specific irreversible inhibitors of serine proteinases were described by Harper et al. (1985) who recommended dichloroisocoumarin; as far as we are aware, none of these inhibitors have been used in studies on cheese. Since most of the potential plasmin activity in cheese is in the form of its inactive precursor, plasminogen, it is possible to increase plasmin activity in cheese by activation of plasminogen to plasmin using exogenous plasmin inhibitors. Barrett et al. (1999) used urokinase to activate plasminogen to plasmin, while Upadhyay et al. (unpublished) used streptokinase, a plasminogen activator produced by the mastitis pathogen, Streptococcus uberis. In both studies, the rate of proteolysis was accelerated on activation of plasminogen to plasmin. Since plasmin associates with the casein micelles, most exogenous plasmin added to milk is retained in the curd, unlike many exogenous enzymes added to cheese milk, which are lost in the whey. Studies in which exogenous plasmin was added to milk include Farkye and Fox (1992), Farkye and Landkammer (1992) and O'Farrell et al. (2002). Increasing the level of plasmin in milk increased the rate of primary proteolysis, but did not greatly increase the production of secondary proteolysis products. Cathepsin D
Cathepsin D is a lysosomal proteinase found at low levels in milk and which has a very similar specificity on the caseins to chymosin (McSweeney et al., 1995). Thus, it is difficult to assess the role of cathepsin D in proteolysis in rennet-coagulated cheeses due to the presence of the much greater amount of chymosin (or other coagulant). The hydrolysis of Otsl-casein to Otsl-CN (f24-199) in 'rennet-free' cheeses (e.g., Lane et al., 1997) and in high-cook varieties such as Swiss (in which much of the rennet is inactivated; see for example Cooney et al., 2000) has been attributed to the action of cathepsin D. However, it is also possible that the production of Otsl-CN (f24-199) in these cheeses was due to a low level of residual chymosin activity rather than cathepsin D which is largely inactivated on pasteurisation (Hayes et al., 2000). However, clear evidence for a minor role for cathepsin D in proteolysis in cheese during ripening has emerged from the study of Quarg, an acid-curd cheese (Hurley et al., 2000) and
356
Biochemistry of Cheese Ripening: Introduction and Overview
a pickled Feta-type cheese made from ultrafiltered milk in which no rennet was used in manufacture (Wium et al., 1998). Other indigenous enzymes
As discussed by Fox (2003), milk contains about 60 indigenous enzymes, of which about 20 have been isolated and characterised in detail. However, the contributions of only plasmin, cathepsin D and lipoprotein lipase (see Proteolysis in Cheese during Ripening and 'Lipolysis and Catabolism of Fatty Acids in Cheese', Volume 1) to cheese ripening have been investigated. It is possible that other indigenous enzymes, e.g., xanthine oxidase, sulphydryl oxidase or acid phosphatase may contribute to cheese ripening, although these enzymes have not been studied in this context. Starter enzymes
Advances in the genetics of LAB have permitted study of the roles of specific bacterial enzymes in cheese during ripening. The first enzyme to be studied in this way was lactocepin (cell envelope-associated proteinase, PrtP) of Lactococcus. The gene for this enzyme is plasmid-encoded, and therefore it is easy to produce PrtP- mutants. The role of this enzyme has been studied by comparison of cheese made with PrtP + or PrtP- strains (e.g., Farkye etal., 1990; Law et al., 1993; Lane and Fox, 1997; Broadbent et al., 2002) or cheeses made with control strains and starters with enhanced PrtP activities (e.g., Law et al., 1993). The principal role of PrtP during cheese ripening appears to be the degradation of intermediate-sized peptides produced from the caseins by the action of chymosin or plasmin. The genes for peptidases are chromosomally encoded and therefore more sophisticated techniques are required to prepare mutants with different peptidase genes than those that were used to produce PrtP- strains. Strains deficient in specific peptidases (e.g., Christensen et al., 1995; Meyer and Spahni, 1998), strains which overproduce specific peptidases (e.g., McGarry et al., 1994; Christensen et al., 1995) or strains which express peptidase genes from other organisms (e.g., Wegmann et al., 1999; Luoma et al., 2001; Courtin et al., 2002; Joutsjoki et al., 2002) have been developed. Although the objective of many of these studies has been to study the role of peptidases in nitrogen metabolism in LAB in milk, some (e.g., McGarry etal., 1994; Christensen etal., 1995; Courtin et al., 2002) have made cheeses using these mutant strains and thus information is available on the roles of peptidases in cheese during ripening which appears to degrade polypeptides to shorter peptides, usually with the release of amino acids.
Recent research has suggested that the principal role of proteolytic enzymes is the production of amino acids as precursors for a range of catabolic reactions which produce volatile flavour compounds. The genetics of enzymes involved in amino acid catabolism is now an active area of research and it is expected that mutant strains of LAB which are deficient in, or overproduce, specific amino acid catabolic enzymes will be produced in the near future. Cheese made using such strains or their wild types as starters would give very clear insights into the role of specific amino acid catabolic enzymes in the development of cheese flavour. NSLAB and their enzymes
Non-starter lactic acid bacteria affect cheese quality and almost certainly contribute to the intensity of flavour, although sometimes they may cause offflavours in cheese. The role of NSLAB in cheese ripening has been studied actively, principally with a view to explaining the differences observed between cheese made from raw or pasteurised milk. Comparison of raw and pasteurised milk cheese (e.g., Lau et al., 1990, 1991; McSweeney et al., 1993; Shakeel-Ur-Rehman et al., 1999) generally showed that raw milk cheese ripens more quickly and develops a stronger flavour than pasteurised milk cheese. Descriptive sensory analysis of the flavour profiles of raw and pasteurised milk Cheddar cheese (Muir et al., 1997) showed that raw milk cheese is more intensely flavoured than pasteurised milk cheese but has higher ratings for certain atypical flavours and is more variable. The role of NSLAB in cheese has been studied by physically removing them by microfiltration (e.g., McSweeney et al., 1993; Bouton and Grappin, 1995; Beuvier et al., 1997; Roy et al., 1997) or by inhibiting their growth by the addition of antibiotics at salting (e.g., Walsh etal., 1996; Shakeel-Ur-Rehman etal., 1999) or by the use of bacteriocin-producing starters (Fenelon etal., 1999). Several investigators have added selected strains of NSLAB to pasteurised milk as adjuncts (e.g., Broome et al., 1990; Muir et al., 1996). Cheese has been made under controlled bacteriological conditions in an attempt to prevent NSLAB gaining access to the cheese from the environment (e.g., McSweeney etal., 1994; Lynch etal., 1996, 1997). Raw milk (Shakeel-Ur-Rehman et al., 2000c) or MF retentate from raw skim milk (Beauvier et al., 1997) has been added to pasteurised cheesemilk as an inoculum of NSLAB. Blends of as little as 1% raw milk with 99% pasteurised milk influence the quality of cheese (Shakeel-Ur-Rehman et al., 2000c). Since the rate of growth of NSLAB is strongly affected by temperature (see Folkertsma et al., 1996), Shakeel-Ur-Rehman
Biochemistry of Cheese Ripening: Introduction and Overview 357 et al. (2000a,b) successfully prevented the growth of NSLAB in raw milk Cheddar by ripening at 1 ~ The results of these studies suggest that the differences observed between cheese made from raw and pasteurised milk are due principally to heat-induced changes to the NSLAB microflora, although pasteurisation largely inactivates the indigenous lipoprotein lipase, which results in a reduced level of lipolysis in pasteurised milk cheese. Since the proteolytic systems of NSLAB are generally similar to those of other LAB, they appear to contribute to proteolysis in a similar way to the starter, but to a lesser extent since maximum NSLAB numbers in cheese (often c. 107-108 cfu g - l ) are lower than maximum numbers of starter (c. 109-1010 cfu g-l).
Acceleration of Cheese Ripening Cheese ripening is a slow, and consequently an expensive, process. The expense of cheese ripening arises principally from the inventory cost associated with holding a large amount of cheese in storage and the capital cost of providing a ripening facility adequate to hold sufficient cheese during ripening. The temperature and, in certain cases, the relative humidity of ripening rooms must be controlled, adding to the cost of cheese ripening. Thus, acceleration of cheese ripening has received considerable attention in the scientific literature. This topic has been reviewed by Fox (1988/89), E1 Soda and Pandian (1991), Wilkinson (1993), Fox et al. (1996) and Upadhyay and McSweeney
(2003). Various approaches have been used to accelerate the ripening of cheese, including the use of an elevated ripening temperature, addition of exogenous enzymes or attenuated starters, use of adjunct cultures, use of genetically modified starter bacteria and high-pressure treatments. As novel processing technologies become available, it is likely that they will find an application to accelerate cheese ripening. Certain approaches (in particular the use of attenuated starters and adjunct cultures) are also used commercially to intensify the flavour of hard cheese and low-fat variants thereof, without necessarily reducing ripening time. Enzyme-modified cheeses are products in which a cheese-like flavour develops rapidly in a base material of young cheese (or sometimes caseinates) using cocktails of exogenous enzymes (and sometimes LAB) (see Kilcawley et al., 1998; 'Cheese as an Ingredient', Volume 2). The simplest and the most successful approach to accelerate ripening studied to date is an elevated ripening temperature (e.g., Folkertsma et al., 1996). Modification of the ripening temperature is used to control the rate of flavour development in hard cheese,
and ripening at an elevated temperature (e.g., c. 16 ~ results in the rapid development of flavour, although problems can occur with texture but this is not a serious drawback if the cheese is to be used in certain ingredient applications. Recent advances in the genetics of LAB and a greater understanding of the role of specific enzymes in the generation of volatile flavour compounds in cheese during ripening will facilitate the development of genetically modified starter strains to enhance flavour development.
Acknowledgements The author wishes to express his sincere thanks to Ms Niamh O'Sullivan, Ms. Patricia O'Connell and Ms Anne Cahalane for their assistance in preparing the typescripts of this and the other sub-chapters on cheese ripening.
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Biochemistry of Cheese Ripening: Introduction and Overview
Christensen, J.E., Dudley, E.G., Pederson, J.A. and Steele, J.L. (1999). Peptidases and amino acid catabolism in lactic acid bacteria. Antonie van Leeuwenhoek 76, 217-246. Cogan, T.M. and Hill, C. (1993). Cheese starter cultures, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, 2nd edn, RE Fox, ed., Chapman & Hall, London. pp. 193-256. Collins, Y.E, McSweeney, RL.H. and Wilkinson, M.G. (2003a). Lipolysis and free fatty acid catabolism in cheese: a review of current knowledge. Int. Dairy J., 13:841-866. Collins, Y.E, McSweeney, RL.H. and Wilkinson, M.G. (2003b). Evidence of a relationship between starter cell autolysis and lipolysis in Cheddar cheese during ripening.J. Dairy Res., 70, 105-113. Cooney, S., Tiernan, D., Joyce, R and Kelly, A.L. (2000). Effect of somatic cell count and polymorphonuclear leucocyte content of milk on composition and proteolysis during ripening of Swiss-type cheese. J. Dairy Res. 68, 267-276. Courtin, R, Nardi, M., Wegmann, U., Joutsjoki, V., Ogier, J.C., Gripon, J.C., Palva, A., Henrich, B. and Monnet, V. (2002). Accelerating cheese proteolysis by enriching Lactococcus lactis proteolytic system with lactobacilli peptidases. Int. Dairy J. 12,447-454. Creamer, L.K., Lawrence, R.C. and Gilles, J. (1985). Effect of acidification of cheese milk on the resultant Cheddar cheese. NZJ. Dairy Sci. Technol. 20, 185-203. E1 Soda, M. and Pandian, S. (1991). Recent developments in accelerated cheese ripening. J. Dairy Sci. 74, 2317-2335. Farkye, N.Y. and Fox, RE (1990). Observations on plasmin activity in cheese.J. Dairy Res. 57,413-418. Farkye, N.Y. and Fox, P.E (1991). Preliminary study on the contribution of plasmin to proteolysis in Cheddar cheese: cheese containing plasmin inhibitor, 6-aminohexanoic acid. J. Agric. Food Chem. 39,786-788. Farkye, N.Y and Fox, RE (1992). Contribution of plasmin to Cheddar cheese ripening: effect of added plasmin. J. Dairy Res. 59,209-216. Farkye, N.Y and Landkammer, C.E (1992). Milk plasmin activity influence on Cheddar cheese quality during ripening. J. Food Sci. 57,622-624. Farkye, N.Y., Fox, P.E, Fitzgerald, G.E and Daly, C. (1990). Proteolysis and flavor development in Cheddar cheese made exclusively with single strain proteinasepositive or proteinase-negative starters. J. Dairy Sci. 73, 874-880. Fenelon, M.A., Ryan, M.P., Rea, M.C., Guinee, T.P., Ross, R.R, Hill, C. and Harrington, D. (1999). Elevated temperature ripening of reduced fat Cheddar made with or without lacticin 3147-producing starter culture. J. Dairy Sci. 82, 10-22. Folkertsma, B., Fox, RE and McSweeney, RL.H. (1996). Accelerated ripening of Cheddar cheese at elevated temperatures. Int. Dairy J. 6, 1117-1134. Fox, P.E (1988/89). Acceleration of cheese ripening. Food Biotechnol. 2, 133-185. Fox, RE (1989). Proteolysis during cheese manufacture arid ripening. J. Dairy Sci. 72, 1379-1400.
Fox, RE (2003). Indigenous enzymes in milk, in, Advanced Dairy Chemistry-1. Proteins, 3rd edn, RE Fox and RL.H. McSweeney, eds., Kluwer Academic/Plenum Press, New York. pp. 467-471. Fox, RE and McSweeney, P.L.H. (1996). Proteolysis in cheese during ripening. Food Rev. Int. 12,457-509. Fox, RE, Lucey, J.A. and Cogan, T.M. (1990). Glycolysis and related reactions during cheese manufacture and ripening. Crit. Rev. Food Sci. Nutr. 29,237-253. Fox, RE, Law, J., McSweeney, RL.H. and Wallace, J. (1993). Biochemistry of cheese ripening, in, Cheese: Physics, Chemistry and Microbiology, Vol. 1, 2nd edn, RE Fox, ed., Chapman & Hall, London. pp. 389-438. Fox, RE, Singh, T.K. and McSweeney, RL.H. (1994). Proteolysis in cheese during ripening, in, Biochemistry of Milk Products, A.T. Andrews and J. Varley, eds., Royal Society of Chemistry, Cambridge. pp. 1-31. Fox, RE, Singh, T.K. and McSweeney, RL.H. (1995). Biogenesis of flavour compounds in cheese, in, Chemistry of StructureIFunction Relationships in Cheese, E.L. Malin and M.H. Tunick, eds., Plenum Publishing Corp., New York. pp. 59-98. Fox, RE, Wallace, J.M., Morgan, S., Lynch, C.M., Niland, E.J. and Tobin, J. (1996). Acceleration of cheese ripening. Antonie van Leeuwenhoek 70, 271-297. Fox, RE, Guinee, T.P., Cogan, T.M., McSweeney, RL.H. (2000). Fundamentals of Cheese Science, Aspen Publishers, Gaithersburg, MD. Grappin, R., Rank, T.C. and Olson, N.F (1985). Primary proteolysis of cheese proteins during ripening..1. Dairy Sci. 68, 531-540. Harper, J.W., Hemmi, K. and Powers, J.C. (1985). Reaction of serine proteases with substituted isocoumarins: discovery of 3,4-dichloroisocoumarin, a new general mechanism based serine protease inhibitor. Biochemistry 24, 1831-1841. Hayes, M.G., Hurley, M.J., Magboul, A.A.A., Larsen, L.B., Heegard, C.W., Oliveira, J.C., McSweeney, P.L.H. and Kelly, A.L. (2000). Thermal inactivation kinetics of bovine cathepsin D.J. Dairy Res. 68,267-276. Hurley, M.J., Larsen, L.B., Kelly, A.L. and McSweeney, RL.H. (2000). The milk acid proteinase, cathepsin D: a review. Int. DairyJ. 10,673-681. Joutsjoki, V., Luoma, S., Tamminen, M., Kilpi, M., Johansen, E. and Palva, A. (2002). Recombinant Lactococcus starters as a potential source of additional peptidolytic activity in cheese ripening.d. Appl. Microbiol. 92, 1159-1166. Kilcawley, K.N., Wilkinson, M.G. and Fox, RE (1998). Enzyme-modified cheese. Int. DairyJ. 8, 1-10. Kleter, G. and de Vries, Tj. (1974). Aseptic milking of cows. Neth. Milk Dairy d. 28,212-219. Kunji, E.R.S., Mierau, I., Hagting, A., Poolman, B. and Konings, W.N. (1996). The proteolytic systems of lactic acid bacteria. Antonie van Leeuwenhoek 70, 187-221. Lane, C.N. and Fox, RE (1997). Role of starter enzymes during ripening of Cheddar cheese made from pasteurized milk under controlled microbiological conditions. Int. Dairy d. 7, 55-63.
Biochemistry of Cheese Ripening: Introduction and Overview
Lane, C.N., Fox, RE, Johnston, D.E. and McSweeney, P.L.H. (1997). Contribution of the coagulant to proteolysis and texture development in Cheddar cheese. Int. Dairy J. 7, 453-464. Lau, K.Y., Barbano, D.M. and Rasmussen, R.R. (1990). Influence of pasteurisation on fat and nitrogen recoveries and Cheddar cheese yield. J. Dairy Sci. 73,561-570. Lau, K.Y., Barbano, D.M. and Rasmussen, R.R. (1991). Influence of pasteurisation of milk on protein breakdown in Cheddar cheese during aging. J. Dairy Sci. 74, 727-740. Law, J. and Haandrikman, A. (1997). Proteolytic enzymes of lactic acid bacteria. Int. Dairy J. 7, 1-11. Law, J., Fitzgerald, G.E, Uniacke-Lowe, T., Daly, C. and Fox, P.E (1993). The contribution of lactococcal starter proteinases to proteolysis in Cheddar cheese. J. Dairy Sci. 76, 2455-2467. Le Bars, D., Desmazeaud, M.J., Gripon, J.C. and Bergere, J.L. (1975). Etude du r01e des micro-organismes et de leurs enzymes dans la maturation des fromage. I. Fabrication aseptique d'un caill~ module. Lait 55,377-389. Luoma, S., Peltoniemi, K., Joutsjoki, V., Rantanen, T., Tamminen, M., Heikkinen, I. and Palva, A. (2001). Expression of six peptidases from Lactobacillus helveticus in Lactococcus lactis. Appl. Environ. Microbiol. 67, 1232-1238. Lynch, C.M., McSweeney, P.L.H., Fox, RE, Cogan, T.M. and Drinan, ED. (1996). Manufacture of Cheddar cheese under controlled microbiological conditions, with and without adjunct lactobacilli. Int. Dairy J. 6,851-867. Lynch, C.M., McSweeney, P.L.H., Fox, RE, Cogan, T.M. and Drinan, ED. (1997). Contribution of starter lactococci and non-starter lactobacilli to proteolysis in Cheddar cheese with a controlled microflora. Lait 77,441-459. Mabbitt, L.A., Chapman, H.R. and Berridge, N.J. (1955). Experiments in cheesemaking without starter. J. Dairy Res. 22,365-373. Mabbitt, L.A., Chapman, H.R. and Sharpe, M.E. (1959). Making Cheddar cheese on a small scale under controlled bacteriological conditions. J. Dairy Res. 26, 105-112. Magboul, A.A.A., Larsen, L.B., McSweeney, PL.H. and Kelly, A.L. (2001). Cysteine protease activity in bovine milk. Int. Dairy J. 11,865-872. McGarry, A., Law, J., Coffey, A., Daly, C., Fox, RE and Fitzgerald, G.E (1994). Effect of genetically modifying the lactococcal proteolytic system on ripening and flavor development in Cheddar cheese. Appl. Environ. Microbiol. 60, 4226-4233. McSweeney, RL.H. and Sousa, M.J. (2000). Biochemical pathways for the production of flavour compounds in cheese during ripening. Lait 80,293-324. McSweeney, P.L.H., Fox, RE, Lucey, J.A., Jordan, K.N. and Cogan, T.M. (1993). Contribution of the indigenous microflora to the maturation of Cheddar cheese. Int. Dairy J. 3, 613-634. McSweeney, PL.H., Walsh, E.M., Fox, P.E, Cogan, T.M., Drinan, ED. and Castelo-Gonzalez, M. (1994). A procedure for the manufacture of Cheddar cheese under controlled bacteriological conditions and the effect of adjunct lactobacilli on cheese quality. Ir. J. Agric. Food Res. 33, 183-192.
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McSweeney, P.L.H., Fox, RE and Olson, N.E (1995). Proteolysis of bovine caseins by cathepsin D: preliminary observations and comparison with chymosin. Int. Dairy J. 5,321-336. Meinardi, C.A., Hynes, E., Garnero, D. and Zalazar, C.A. (1998). Methodology and equipment for making rennetfree cheese. Aust. J. Dairy Technol. 53, 149-151. Meyer, J. and Spahni, A. (1998). Influence of X-prolyldipeptidylaminopeptidase of Lactobacillus delbrueckii subsp, lactis on proteolysis and taste of Swiss Gruyere cheese. Milchwissenschaft 53,449-453. Muir, D.D., Banks, J.M. and Hunter, E.A. (1996). Sensory properties of Cheddar cheese: effect of starter type and adjunct. Int. Dairy J. 6,407-423. Muir, D.D., Hunter, E.A. and Banks, J.M. (1997). Aroma of cheese. 2. Contribution of aroma to the flavour of Cheddar cheese. Milchwissenschaft 52, 85-88. Mulvihill, D.M., Collier, T.M. and Fox, P.E (1979). Manufacture of coagulant-free cheese with piglet gastric proteinase. J. Dairy Sci. 62, 1567-1569. O'Farrell, I.P., Sheehan, J.J., Wilkinson, M.G., Harrington, D. and Kelly, A.L. (2002). Influence of addition of plasmin or mastitic milk to cheesemilk on quality of smearripened cheese. Lait 82,305-316. O'Keeffe, R.B., Fox, RE and Daly, C. (1975). Proteolysis in Cheddar cheese: influence of the rate of acid production during cheese manufacture. J. Dairy Res. 42, 111-122. O'Keeffe, R.B., Fox, RE and Daly, C. (1976a). Manufacture of Cheddar cheese under controlled bacteriological conditions. It. J. Agric. Res. 15, 151-155. O'Keeffe, R.B., Fox, RE and Daly, C. (1976b). Contribution of rennet and starter proteases to proteolysis in Cheddar cheese. J. Dairy Res. 43, 97-107. O'Keeffe, A.M., Fox, RE and Daly, C. (1977). Denaturation of porcine pepsin during Cheddar cheese manufacture. J. Dairy Res. 44,335-343. Perry, K.D. and McGillivray, W.A. (1964). The manufacture of 'normal' and 'starter-free' Cheddar cheese under controlled bacteriological conditions. J. Dairy Res. 31,155-166. Rank, T.C., Grappin, R. and Olson, N.E (1985). Secondary proteolysis of cheese during ripening: a review. J. Dairy Sci. 68,801-805. Rattray, EP. and Fox, RE (1999). Aspects of enzymology and biochemical properties of Brevibacterium linens relevant to cheese ripening: a review. J. Dairy Sci. 82, 891-909. Reiter, B., Fryer, T.E, Pickering, A., Chapman, H.R., Lawrence, R.C. and Sharpe, M.E. (1967). The effect of the microbial flora on the flavour and free fatty acid composition of Cheddar cheese. J. Dairy Res. 34, 257-272. Reiter, B., Sorokin, Y., Pickering, A. and Hall, A.J. (1969). Hydrolysis of fat and protein in small cheeses made under aseptic conditions. J. Dairy Res. 36, 65-75. Roberts, M., Wijesundera, C., Bruinenberg, P.G. and Limsowtin, G.K.Y. (1995). Development of an aseptic cheese slurry system for cheese ripening studies. Aust. J. Dairy Technol. 50, 66-69. Rothe, G.A.L., Harboe, M.K. and Martiny, S.C. (1977). Quantification of milk clotting enzymes in 40 commercial
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Biochemistry of Cheese Ripening: Introduction and Overview
bovine rennets, comparing rocket immunoelectrophoresis with an activity ratio assay. J. Dairy Res. 44, 73-77. Roy, D., Pitre, M., Blanchette, L., Savoie, L., Belanger, G., Ward, P. and Maubois, J.L. (1997). Monitoring proteolysis and cheese juice composition during ripening of Cheddar cheese made from microfiltered milk. Lait 77, 521-541. Shakeel-Ur-Rehman, McSweeney, P.L.H. and Fox, P.E (1999). A study on the role of the indigenous microflora on the ripening of Cheddar cheese. Milchwissenschaft 54, 388-392. Shakeel-Ur-Rehman, Banks, J., McSweeney, P.L.H. and Fox, P.E (2000a). Effect of ripening temperature on the growth and significance of non-starter lactic acid bacteria in Cheddar cheese made from raw or pasteurised milk. Int. Dairy J. 10, 45-53. Shakeel-Ur-Rehman, Banks, J., Muir, D.D., Brechany, E.Y., McSweeney, P.L.H. and Fox, P.E (2000b). Influence of ripening temperature on volatiles profile and flavour compounds in Cheddar cheese made from raw or pasteurised milk. Int. DairyJ. 10, 55-65. Shakeel-Ur-Rehman, McSweeney, P.L.H., Banks, J., Brechany, E.Y., Muir, D.D. and Fox, P.E (2000c). Ripening of Cheddar cheese made from blends of raw and pasteurised milk. Int. Dairy J. 10, 33-44. Sousa, M.J., Ardo, Y. and McSweeney, P.L.H. (2001). Advances in the study of proteolysis in cheese during ripening. Int. Dairy J. 11,327-345. Upadhyay, V.K. and McSweeney, P.L.H. (2003). Acceleration of cheese ripening, in, Dairy Products: Maximizing Quality, G. Smit, ed., Woodhead Publishers, Cambridge. pp. 419-447. Visser, EM.W. (1976). Method for the manufacture of rennetfree cheese. Neth. Milk Dairy J. 30, 41-54. Visser, EM.W. (1977a). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour devel-
opment in Gouda cheese. 1. Description of cheese and aseptic cheesemaking techniques. Neth. Milk Dairy J. 31, 120-133. Visser, EM.W. (1977b). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 2. Development of bitterness and cheese flavour. Neth. Milk Dairy J. 31,188-209. Visser, EM.W. (1977c). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 3. Protein breakdown: analysis of the soluble nitrogen and amino nitrogen fractions. Neth. Milk Dairy J. 31,210-239. Visser, EM.W. and de Groot-Mostert, A.E.A. (1977). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 4. Protein breakdown: a gel electrophoretical study. Neth. Milk Dairy J. 31,247-264. Walsh, E.M., McSweeney, P.L.H. and Fox, P.E (1996). Inhibition of the growth of non-starter lactic acid bacteria in Cheddar cheese using antibiotics. Int. Dairy J. 6, 425--431. Wegmann, U., Klein, J.R., Drumm, I., Kuipers, O.P. and Henrich, B. (1999). Introduction of peptidase genes from Lactobacillus delbrueckii subsp, lactis into Lactococcus lactis and controlled expression. Appl. Environ. Microbiol. 65, 4729-4733. Wilkinson, M.G. (1993). Acceleration of cheese ripening, in, Cheese: Chemistry, Physics and Microbiology, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 523-556. Wium, H., Kristiansen, K.R. and Qvist, K.B. (1998). Proteolysis and its role in relation to texture of Feta cheese made from ultrafihered milk with different amounts of rennet. J. Dairy Res. 65,665-674. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. Dairy J. 11,185-201.
Metabolism of Residual Lactose and of Lactate and Citrate P.L.H. McSweeney and P.R Fox, Department of Food and Nutritional Sciences, University College, Cork, Ireland.
M e t a b o l i s m of L a c t o s e in C h e e s e During the manufacture of cheese curd, lactose is converted to lactic acid (mainly the L-isomer) by the starter bacteria (see 'Starter Cultures: General Aspects', Volume 1). In the case of Cheddar-type cheeses, most of the lactic acid is produced in the vat before salting and moulding whereas for most other varieties, acidification occurs mainly after the curds have been placed in moulds (see Fox et al., 2000). For many common varieties, the pH of the curd reaches - 5 . 0 - 5 . 3 within - 1 2 h from the start of cheesemaking. The rate and extent of acidification has a major impact on cheese texture via &mineralization of the casein micelles (see Creamer etal., 1985, 1988; Lawrence et al., 1987; Fox et al., 1990) and on cheese proteolysis owing to the increased susceptibility of &mineralized casein micelles to proteolysis (O'Keeffe et al., 1975) and/or greater retention of chymosin at low pH (Holmes et al., 1977; Stadhouders et al., 1977; Visser, 1977; Creamer et al., 1985; Garnot et al., 1987). However, such aspects will not be considered here. Although - 9 8 % of the lactose is removed in the whey as lactose or lactate during the manufacture of Cheddar (Huffman and Kristoffersen, 1984), Cheddar cheese curd contains 0.8-1.0% lactose at milling. Under normal circumstances, this residual lactose is metabolized quickly, predominantly to L-lactate, mainly through the activity of the starter bacteria (see 'Starter Cultures: General Aspects', Volume 1). The complete and rapid metabolism of the lactose and its constituent monosaccharides in cheese curd is essential for the production of good quality cheese since the presence of a fermentable carbohydrate may lead to the development of an undesirable secondary flora (see Fox et al., 1990, 2000). In Cheddar cheese, the residual lactose is fermented at a rate and to an extent dependent on the salt-in-moisture (S/M) content of the curd (Turner and Thomas, 1980). Lactococcus lactis subsp, cremoris is more salt-sensitive than Lc. lactis subsp, lactis, which in turn is more sensitive than non-starter lactic acid bacteria (NSLAB; Turner and Thomas, 1980). Since some NSLAB are facuhatively heterofermentative, the
% S/M may determine the products of lactose fermentation post-manufacture. At low S/M concentrations and low populations of NSLAB, residual lactose is converted mainly to Dlactate by the starter. At high populations of NSLAB, e.g., at a high storage temperature, considerable amounts of D-lactate are formed, partly by fermentation of residual lactose and partly by isomerization of Dlactate (Turner and Thomas, 1980). At high S/M levels (e.g., 6%) or at low NSLAB populations the concentration of lactose falls very slowly and changes in levels of lactate are slight. The quality of cheese is strongly influenced by the fermentation of residual lactose, as is evident from the data of O'Connor (1974). The pH decreases after salting, presumably due to the continued action of the starter at S/M levels <5%, but at higher level of S/M, starter activity decreases abruptly, as indicated by the high level of residual lactose and high pH. The quality of the cheeses also decreases sharply at > 5 % S/M (O'Connor, 1974). In Cheddar cheese made from milk supplemented with lactose to a concentration of 8% (-2.5% lactose in the cheese curd), lactose persisted and the pH continued to fall throughout a 9-month ripening period; the cheese had a harsh, strong over-acid flavour (Waldron, 1997; Shakeel-ur-Rehman and Fox, unpublished). In certain varieties (e.g., Edam, Gouda, Samsoe, Havarti), some whey is removed during curd manufacture and replaced with hot water. Probably, the initial function of this step was to cook the curds (on farms lacking steam-generating facilities and jacketed cheese vats) but it removes some lactose and reduces the ratio of lactose to buffering substances and hence acts to control pH (Walstra et al., 1993). Dutch-type cheese curd contains up to - 1 . 4 % lactose at pressing but this decreases to <0.1% after - 1 2 h and to undetectable levels after brining. The lactose is fermented by the starter to Dlactate. The curd for some Cheddar-type cheeses (washedcurd Cheddar and Monterey Jack) is washed to reduce its lactose content. The lactose in washed-curd Cheddar is exhausted rapidly, the pH, which remains higher
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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362
Metabolism of Residual Lactose and of Lactate and Citrate
than normal for Cheddar, rises during ripening (in common with most varieties) and the cheese has a mild clean flavour (Waldron, 1997; Shakeel-ur-Rehman and Fox, unpublished). The fermentation of lactose in Swiss-type cheeses is quite complicated (see Mocquot, 1979; Turner etal., 1983; Fox et al., 1990). Typically, 30 min after moulding, Emmental contains --1.7% lactose which is metabolized rapidly by Streptococcus thermophilus to a low level within 12 h, with the production of up to 0.8% L-lactate (Turner et al., 1983). Only the glucose moiety of lactose is metabolized by Sc. thermophilus and, consequently, galactose accumulates to a maximum of---0.7% at ---10 h. The lactobacilli metabolize lactose and galactose to a mixture of D- and L-lactate, reaching ---0.35 and 1.2%, respectively, at day 14, by which time all sugars are normally completely metabolized. Thereafter, the concentrations of L- and D-lactate change little until the cheese is transferred to the hot room, when the propionic acid bacteria begin to grow. Changes in the concentrations of lactose, galactose, glucose, D- and L-lactate and their degradation products in Swiss-type cheese were studied by Turner et al. (1983) and are shown in Fig. 1. Changes
to Lactate During Ripening
Lactate is an important substrate for a series of reactions in cheese during ripening (Fig. 2):
9 in most cheeses, L-lactate is racemized to D-lactate by the NSLAB flora; 9 lactate is catabolized in Swiss-type cheese by Propionibacteriurn freudenreichii subsp, shermanii which is important for the development of characteristic eyes and flavour; 9 lactate is catabolized to CO2 and H20 by Penicillium camemberti in surface mould-ripened cheeses, such as Camembert and Brie, which is important for texture development; 9 in the presence of 02, some members of the NSLAB flora, particularly pediococci, can oxidize lactate to formate and acetate; 9 lactate can be metabolized anaerobically by Clostridium tyrobutyricum leading to defects known as 'late gas blowing'. Racemization of lactate
The concentrations of lactate in Camembert, Swiss, Cheddar and Dutch-type cheeses are 1.0, 1.4, 1.5 and 1.2%, respectively (Raadsveld, 1957; O'Connor, 1974; Turner and Thomas, 1980; Thomas and Pearce, 1981; Turner et al., 1983; Karahadian and Lindsay, 1987; Walstra et al., 1993). Turner and Thomas (1980), Thomas and Pearce (1981) and Tinson et al. (1982) showed that experimental and commercial Cheddar cheese contains a considerable concentration of D-lactate, which could 10
P+l/2h
P+4h
P+10h
1 day
1.8[ ~-
et}
-9 .~_~~_ O
1.5
_
m
~ ~
9
actose
--
c"
O
~12
Q-
9
O ~-
O
~
O
~ 0.9
J
c .s
~- 0.60 cO
0 0.3-
P r o p i o n a ~
-
6-
12
18
24
'
hours
days Time from start of manufacture
Figure 1 Relationship between lactose and lactate metabolism, growth of propionic acid bacteria and production of propionate and acetate in Swiss cheese (Turner et aL, 1983).
Metabolism of Residual Lactose and of Lactate and Citrate
363
DL-Lactate
=~ ~..0 d- "~ |
Butyrate, H2 .._~ ~ '_,.,, o;.
O ~
~, ~..._
..-,, ~9"
fiU'" . _~,it~aO~ Propmnate, acetat
.,..
tie
§ "~elp~/| Formate, acetate, C O 2
(5) \"%%. 002, H20
Figure 2 Pathways by which lactate is metabolized in cheese during ripening. (1) racemization, (2) metabolism by Propionibacterium freudenreichfi subsp, shermanfi in Swiss cheese, (3) oxidative metabolism of lactate, (4) conversion to formate, ethanol and acetate and (5) anaerobic metabolism of lactate to butyrate and H2 which leads to late gas blowing.
be formed from residual lactose by lactobacilli or by racemization of L-lactate. Racemization of L-lactate is likely to occur more rapidly in cheese made from raw milk than in pasteurized milk cheese due to higher numbers of NSLAB and a more diverse nonstarter microflora in the former. Commercial Gouda contains a relatively low proportion of D-lactate, probably due to the short ripening time. The level of L- or D-lactate in Camembert is very low (Gripon, 1993) due to the catabolism of lactate by the mould, as discussed below. Racemization presumably involves oxidation of I_-lactate by L-lactate dehydrogenase (LDH) to pyruvate which is then reduced to D-lactate by D-LDH. Except in cases where the post-milling activity of the starter is suppressed, racemization is likely to be the principal mechanism (Thomas and Crow, 1983). Racemization of lactate is a major change in cheese during ripening, transforming up to approximately half the lactate or ---0.7% of the cheese mass (Thomas and Crow, 1983).
H
H
I
I /C~'tllOH HOOC
L(+)-Lactic acid
~PCH3
D(-)-Lactic acid
Thomas and Crow (1983) showed that pediococci isolated from cheese racemize L-lactate more actively than lactobacilli; all 27 pediococci isolated from Ched-
dar cheese and P. pentosaceus N CDO 1220 were capable of converting L-lactate to D-lactate, eventually producing a racemic mixture, while only 5 of 16 Lactobacillus isolates were capable of racemizing L-lactate, at much slower rates and to a lesser extent than the pediococci. However, pediococci constitute only a small proportion of the microflora of Cheddar cheese (Jordan and Cogan, 1993; Crow et al., 2001) and thus racemization of lactate in Cheddar and similar cheeses is presumably mainly a consequence of the growth of non-starter lactobacilli. Both lactobacilli and pediococci possess L(+)-LDH and D(-)-LDH, both of which are NAD + dependent. Racemization of L-lactate by cell suspensions of both pediococci and lactobacilli is pH dependent (optima: 4.0-5.2 and 4.5-6.0, respectively) and is retarded by an NaC1 concentration >5% or >2% for pediococci and lactobacilli, respectively (Thomas and Crow, 1983). Racemization of lactate in a Cheddar cheese inoculated with pediococci was complete after ---19 days, while it required ---3 months in a control cheese with a much lower number of NSLAB, especially pediococci (Thomas and Crow, 1983). The racemization of L-lactate is probably not significant from the favour viewpoint. However, Ca-lactate may crystallize in cheese, causing undesirable white specks, especially on cut surfaces (Pearce et al., 1973; Severn et al., 1986; Dybing et al., 1988). Such crystals are harmless, but they may cause consumers to reject cheese as being mouldy or containing foreign bodies (Dybing et al., 1988). The solubility of Ca-DL-lactate is lower than that of pure Ca-L-lactate (Thomas and Crow, 1983; Dybing et al., 1988) and hence racemization of lactate favours the development of crystals in cheese. Dybing etal. (1988) calculated that the amount of available lactate in cheese can potentially create enough Ca-lactate pentahydrate to exceed its
364
Metabolism of Residual Lactose and of Lactate and Citrate
solubility only slightly at 0 ~ Thus, crystal formation is favoured if microbial metabolism increases the concentration of D- relative to L-lactate, due to the lower solubility of Ca-DL-lactate. Crystal growth requires nucleation centres which may be bacterial cells, microcrystals of calcium phosphate or undissolved CaCO3. Increased levels of residual lactose, which favour the growth of NSLAB, can facilitate production of Ca-lactate crystals (Pearce et al., 1973; Sutherland and Jameson, 1981). Likewise, factors which increase the release of casein-bound Ca (e.g., low pH or high salt which causes the ion-exchange of Na + for Ca2+; Dybing et al., 1988) or reduce the solubility of Ca-lactate (e.g., a lower ripening temperature) favour crystal formation.
Oxidation of lactate
Lactate can be metabolized by LAB, depending on strain, to acetate, ethanol, formate and CO2 (see Fox et al., 2000). Pediococci, if present in cheese together with high concentrations of 02, produce 1 mol of acetate and 1 mol of CO2 and consume 1 mol of 02 per mol of lactate utilized (Thomas et al., 1985). The pH optimum for oxidation is 5-6 and depends on the lactate concentration. The concentration of lactate in cheese exceeds that required for optimal oxidation, and lactate is not oxidized until all sugars have been exhausted. However, the oxidation of L-lactate to acetate occurs to a very limited extent in cheese wrapped in film due to the low level of 02 available. The oxidative activity of suspensions of starter and NSLAB isolated from cheese on lactose, lactate, citrate, amino acids and peptides was studied by Thomas (1986). Starter bacteria were active mainly on lactose, with low activity on enzyme-hydrolysed casein; Lb. casei oxidized citrate, while Lb. plantarum, Lb. brevis and P. pentosaceus oxidized lactose, peptides, L- and D-lactate, but not citrate. These results suggest that the oxidation of lactate to acetate in cheese depends on the NSLAB population and on the availability of 02, which is determined by the size of the block and the oxygen permeability of the packaging material (Thomas, 1987). Acetate, which may also be produced by starter bacteria from lactose (Thomas et al., 1979), citrate or from amino acids by starter bacteria and lactobacilli (Nakae and Elliott, 1965), is usually present at high concentrations in most, or all, cheeses and is considered to contribute to cheese flavour, although a high concentration may cause off-flavours (Aston and Dulley, 1982).
Oxidative metabolism of lactate in surface mould-ripened varieties
The catabolism of lactate is very extensive in surface mould-ripened varieties, e.g., Camembert and Brie. The concentration of lactate in these cheeses at day 1 is ---1.0%, produced mainly or exclusively by the mesophilic starter, and hence, presumably, is L-lactate. Secondary organisms quickly colonize and dominate the surface of these cheeses (Addis et al., 2001), initially Geotrichum candiclum and yeasts (e.g., Kluyveromyces lactis, Debaryomyces hansenii and Saccharomyces cerevisiae; Gripon, 1993), followed by a dense growth of Penicillium carnemberti (Mollimard et al., 1995) and, particularly in traditional manufacture, by low numbers of Gram-positive organisms similar to those found on the surface of smear-ripened cheeses, which do not colonize the cheese surface until the pH has increased to >5.8 (see 'Surface Mould-ripened Cheeses', Volume 2). G. candidurn and P. camemberti rapidly metabolize lactate to CO2 and H20, causing an increase in pH. Deacidification occurs initially at the surface, resulting in a pH gradient from the surface to the centre and causing lactate to diffuse outwards. When the lactate has been exhausted, P. carnemberti metabolizes proteins, producing NH3 which diffuses inwards, further increasing the pH. The concentration of calcium phosphate at the surface exceeds its solubility at the high pH and precipitates as a layer of Ca3(PO4)2 on the surface, thereby causing a calcium phosphate gradient within the cheese, resulting in its outwards diffusion; reduction of the concentration of calcium phosphate in the interior helps to soften the body of the cheese (Fig. 3). In addition to softening the texture, changes to the cheese matrix may influence cheese flavour by changing the rates of migration or release of flavour compounds (Engel et al., 2001). The elevated pH stimulates the action of plasmin, which, together with residual coagulant, is responsible for proteolysis in this cheese rather than proteinases secreted by the surface microorganisms, which, although very potent, diffuse into the cheese to only a very limited extent, although peptides or other low molecular weight compounds produced by them at the surface may diffuse into the body of the cheese (Sousa and McSweeney, 2001; Churchill et al., 2003). The combined action of increased pH, loss of calcium (which affects to the integrity of the protein network) and proteolysis are necessary for the very considerable softening of the body of Brie and Camembert (see Noomen, 1983; Lenoir, 1984; Karahadian and Lindsay, 1987; Sousa and McSweeney, 2001). Changes which occur in Camembert-type cheese during ripening are indicated in Fig. 3.
M e t a b o l i s m of Residual Lactose and of Lactate and Citrate
365
Growth of Penicillium camemberti at surface
:'
Ammonia produced at surface by proteolysis diffuses into cheese
~ ; " ~ [ , u II , ..~ ,. , ~igh pH
Lactate metabolized at surface Ca3(PO4) 2precipitates
.~ .....
;~ "' ,~,~
.
Cheese softens from surface towards
Low pH
, . ..
: '~ ~
"'
............. Migration of soluble Ca, P043-and lactate towards surface
.O
score
,,
...~.~~
' ,
........
~
,.,,!,~; ' ~
.D E
.)
~.
d
~r
"~
'2 ., ....
~" <"
.
'
Figure 3 Schematic representation of the changes which occur in Camembert-type cheese during ripening as a consequence of the growth of Penicillium camemberti at the surface.
A n a e r o b i c m e t a b o l i s m of lactate by Clostridium tyrobutyricum
Gas (CO2 or H2) production by microorganisms may occur in cheese during ripening and may be desirable (e.g., eye production in Swiss and Dutch-type cheeses) or a defect. Organisms responsible for gas production in cheese are summarized in Table 1.
Table 1 Major microbial groups responsible for producing gas in cheese (modified from Mullan, 2000)
Gaseous Microorganism
Substrate
product(s)
Clostridium tyrobutyricum Lactobacillus casei Lactobacillus brevis
Lactate
OO2, H2
Citrate Lactose Urea
002
Lactose Lactose Citrate
002, H2
Lactose/citrate
CO2
Lactose/citrate
CO2
Lactate
CO2
Streptococcus thermophilus Coliforms Yeasts Citrate-positive lactococci Leuconostoc mesenteroides Leuconostoc dextranicum Propionibacterium freudenreichii subsp, shermanfi
CO2 CO2
CO2 CO2
Late gas blowing and accompanying off-flavours are defects associated with certain hard cheeses resulting from the anaerobic metabolism of lactate (or glucose) by Clostridium tyrobutyricum (and perhaps other clostridia; see Ingham et al., 1998) to butyrate and H2 (Fox et al., 1995; Klijn et al., 1995; Fig. 4); Cl. tyrobutyricum preferentially utilizes D-lactate in a mixture of both isomers (Huchet et al., 1997). Late gas blowing is a problem only in certain varieties, principally those that are brinesalted, owing to the time lag for NaC1 to reach an inhibitory level throughout cheese (Kleter et al., 1984). Cheddar cheese is not susceptible to late gas blowing mainly because it is dry-salted. The combined effects of pH, lactate, glycerol and NaC1 on the growth of vegetative cells of Cl. tyrobutyricum were studied by Huchet et al. (1995) who found that the growth of this organism is very sensitive to changes in these parameters within the ranges found during the manufacture of Emmental cheese (pH, 5.3-5.9; NaC1 level, 0-0.6%; lactic acid concentrations, 0-1.6%; aw, 0.965-0.99). Late gas blowing may be avoided by minimizing spore numbers in milk by good hygiene and avoiding the feeding of silage (Driehuis and Elferink, 2000). Germination of spores and the growth of the vegetative cells may be inhibited by the use of lysozyme or NO3- or perhaps by biological control (e.g., Carminati et al., 2001, who used co-inocula of Sc. thermophilus), or in the case of processed cheese, by long-chain polyphosphates (Loessner et al., 1997). Spores may be removed from milk by bactofugation or microfihration (see McSweeney and Sousa, 2000).
366
Metabolism of Residual Lactose and of Lactate and Citrate
H HOOCH OH
O
H
OH
Glucose Pi
NAD
Butyrate
CoA~[,,~ Acetyl-CoA
~
NADH2~
iY
2Pi
~ ~ 2ADP
AcetyI-P
ADP~
2ATP
Acetate
ATP
NADH2
O ~,,,,,~
O - ~ ' ~ ~176- ' ,
S.CoA
2
Butyryl-CoA
O
Pyruvate
\J
NAD OH
2 " " ~ ~O1 7 6 Lactate
NAD 2H2 NADH2 1~ 0
2 CoA
Fd+H2
~ s . C O A
H2o.
O
Crotonyl-CoA
OH
,~",v~
2 " ' ' " s"c~ Acetyl-CoA
0~0
O
CoA
s.CoA
L-I~-Hydroxybutyryl-CoA
NAD
NADH2
Acetoacetyl-CoA
Figure 4 Pathwayfor the formation of butyrate and H2 from glucose, lactose or lactate by Clostridium tyrobutyricum(Fd: ferredoxin) (McSweeney and Sousa, 2000).
Bactofugation of milk, an increased level of NaC1 in cheese and a reduced ripening temperature are effective measures for preventing or reducing gas production by Clostridium spp. (Su and Ingham, 2000). Lactate metabolism by Propionibacterium
In Swiss-type cheese, Propionibacterium freudenreichii subsp, shermanii metabolizes lactate to propionate, acetate, CO2 and H20 (Piveteau, 1999).
3 CH3CH(OH)COOH---*2 CH3CH2COOH+ CH3COOH+ CO2+ H20 Lactic acid propionic acid aceticacid The CO2 generated migrates through the cheese mass to points of weakness where it accumulates as eyes, a characteristic feature of Swiss cheese. Carbohydrate metabolism in Swiss cheese is summarized in
Fig. 1. Since propionibacteria are very sensitive to NaC1 (Richoux et al., 1998), Swiss-type cheeses contain a low level of salt. Eye development in Swiss cheese, which is discussed in 'Cheese with Propionic acid Fermentation', Volume 2 and by Steffen et al. (1993) and Polychroniadou (2001), depends mainly
on: 9 Rate and quantity of CO2 production. 9 Number and size of loci suitable for future eye development. 9 CO2 pressure and diffusion rate. 9 Cheese texture and temperature (Steffen etal., 1993). Relatively little of the total amount of CO2 produced by the propionic acid fermentation in Swiss cheese remains trapped in the eyes; in a cheese of c. 80 kg,
Metabolism of Residual Lactose and of Lactate and Citrate
120 1 CO2 are produced during ripening. Approximately 60 1 remain dissolved in the cheese mass, - 4 0 1 are lost from the cheese and only c. 20 1 remain in the eyes (Steffen et al., 1993). L-Lactate is metabolized preferentially to D-lactate by propionic acid bacteria (Crow, 1986) to reach 0.2% after ---20 days in the hot room (Turner et al., 1983). In fact, the concentration of D-lactate continues to increase to --0.4% during the early days in the warm room, before being metabolized by propionic acid bacteria. Increasing the number of starter lactobacilli accelerates sugar metabolism and causes higher concentrations of both D- and L-lactate but suppresses the growth of propionibacteria (due to a lower pH in the cheese) and thus delays the production of propionate and acetate. In the absence of lactobacilli or with Gal- lactobacilli, galactose accumulates and no D-lactate is formed. Therefore, the proportion of lactobacilli in the starter probably influences the production of CO2 and volatile acids.
Citrate Metabolism
The relatively low concentration of citrate in milk ( - 8 mmol 1-1) belies the importance of its metabolism in many cheeses made using a mesophilic culture (for reviews see Cogan, 1985; Cogan and Daly, 1987; Fox et al., 1990; Cogan and Hill, 1993; 'Starter Cultures: General Aspects', Volume 1). Approximately 94% of the citrate in milk is soluble and most of it is lost in the whey; however, the concentration of citrate in the aqueous phase of cheese is - 3 times that in whey (Fryer et al., 1970), presumably reflecting the concentration of colloidal citrate; Cheddar cheese contains 0.2-0.5% citrate. Citrate is not metabolized by most strains of Lc. lactis subsp, lactis or Lc. lactis subsp, cremoris, but is metabolized, with the production of diacetyl, acetate, acetoin and CO2, by citrate-positive (Cit +) strains of lactococci (formerly referred to as Lc. lactis subsp, lactis biovar diacetylactis or Streptococcus diacetilactis) in which the trait is plasmid-encoded, and Leuconostoc mesenteriodes subsp, cremoris and Ln. lactis. It is not metabolized by Sc. thermophilus or by thermophilic lactobacilli (see Fox et al., 2000). Citrate is not used as an energy source by Cit + lactococci or Leuconostoc spp., but it is metabolized very rapidly in the presence of a fermentable carbohydrate by the pathway outlined in Fig. 5. Enzymes in this pathway have been characterized (see Cogan and Hill, 1993; O'Sullivan et al., 2001). The CO2 produced on citrate metabolism is responsible for the characteristic eyes of Dutch-type cheese and for the undesirable openness and
367
floating curd defects in Cheddar and Cottage cheese, respectively. Due mainly to the formation of diacetyl, citrate metabolism is very significant in aroma/flavour development in Cottage cheese (e.g., Antinone et al., 1994), Quarg (Mohr et al., 1997), and many fermented milks, particularly cultured 'buttermilk' (Ulberth, 1991; Gaafar, 1992; Laye et al., 1993; Hernandez et al., 1995; Rankin and Bodyfeh, 1995). Diacetyl also contributes to the flavour of Dutch-type and Cheddar cheeses (McGugan, 1975; Manning, 1979a,b; Dacremont and Vickers, 1994; Christensen and Reineccius, 1995; Milo and Reineccius, 1997). However, diacetyl is produced in small amounts (<0.11 mmol 1-1 in milk); acetoin production is usually 10-50 times greater. According to the pathway shown in Fig. 5, 1 mol acetate should be produced from 1 mol citrate. However, studies suggest that c. 1.2 mol acetate are actually produced per mol citrate used; the excess probably results from small amounts of acetate produced on the metabolism of sugars. Acetate produced from citrate may also contribute to cheese flavour. There are few data on the production of 2,3-butanediol by starters (see Fox et al., 2000). In cheese with a controlled microflora, Fryer et al. (1970) showed that in cheese made using Lc. lactis subsp, crernoris, citrate remained constant at 0.2% up to 3 months, but decreased to 0.1% at 6 months. Cheese made using Lc. lactis subsp, cremoris plus a Cit + strain of Lactococcus contained no citrate at 3 months. Although Lb. casei could metabolize citrate in milk, the concentration of citrate in cheese made using Lc. lactis subsp, cremoris and Lb. casei decreased at about the same rate as in cheese made with Lc. lactis subsp, cremoris alone. Although the pathway shown in Fig. 5 is probably the major route for the metabolism of citrate by LAB, the possibility that lactate may be formed from the pyruvate produced from citrate cannot be overlooked. Three out of four strains of Cit + Leuconostoc growing on glucose plus citrate produced no diacetyl or acetoin and more lactate than could be accounted for in terms of the amount of glucose used, suggesting that pyruvate derived from citrate was being reduced to lactate (Cogan, 1987). Citrate may be metabolized by some strains of facuhatively heterofermentative lactobacilli, which are components of the NSI~B flora, to acetoin, acetate and probably diacetyl (Palles et al., 1998) by the same pathway as Cit + lactococci and Leuconostoc spp. (Fig. 5). Thomas (1987) showed that citrate in Cheddar cheese decreased slowly to almost zero at 6 months, presumably as a result of metabolism by lactobacilli which became the major component of the NSLAB flora. Inoculation of cheese milk with Lb. plantarum accelerated the depletion of citrate. Pediococci did not appear to utilize citrate.
368
Metabolism of Residual Lactose and of Lactate and Citrate
OH
|
|
o o
o
| OH OHi
J~k
Citrate
i;-I OH
_..o
.LL
_..o
Citrate ~ . ~ H
H
H
o
J~
OH
lyaseI
Lactose
Acetate
o
o
| o~~/~'-,.~ o| o
Oxalacetate
Acetolactate decarboxylase OH
NAD +
0
Lactate
NADH
CO2
O
TPP
-"
0
Lactatedehydrogenase
Other metabolic pathways
C02
o
"-
Pyruvate
~
Acetaldehyde TPP
OH
o-
~ e A~
Acetyl-CoA ~ , "
\
Diacetyl synthase
CoASH i
o,.c,.,e
...
Tp, J i "-...
C02
:
Spontaneous?,~._~/4 OH
w~
~
O
~ deh;~reg t~
~
o
~
Acetoin
Butanediol dehydrogenase OH
NAD(P)§ NAD(P)H
o Diacetyl
NAD(P)H NAD(P)+
~~
ON
2,3-Butanediol Figure 5 Pathways for citrate metabolism in citrate-positive strains of and Hill, 1993).
Lactococcusand Leuconostocspecies (modified from Cogan
Metabolism of Residual Lactose and of Lactate and Citrate
References Addis, E., Fleet, G.H., Cox, J.M., Kolax, D. and Leung, T. (2001). The growth, properties and interactions of yeasts and bacteria associated with the maturation of Camembert and blue-veined cheeses. Int. J. Food Microbiol. 69, 25-36. Antinone, M.J., Lawless, H.T., Ledford, R.A. and Johnston, M. (1994). Diacetyl as a flavor component in full-fat Cottage cheese. J. Food Sci. 59, 38-42. Aston, J.W. and Dulley, J.R. (1982). Cheddar cheese flavour. Aust. J. Dairy Technol. 37, 59-64. Carminati, D., Perrone, A. and Neviani, E. (2001). Inhibition of Clostridium sporogenes growth in mascarpone cheese by co-inoculation with Streptococcus therrnophilus under conditions of temperature abuse. Food Microbiol. 18, 571-579. Christensen, K.R. and Reineccius, G.A. (i995). Aroma extract dilution analysis of aged Cheddar cheese. J. Food. Sci. 60, 218-220. Churchill, M.M., Hannon, J.A. and McSweeney, P.L.H. (2003). Proteolysis at the surface of Tilsit cheese. Milchwissenschaft 58,293-296. Cogan, T.M. (1985). The Leuconostocs: milk products, in, Bacterial Starter Cultures ,for Foods, S.E. Gilliland, ed., CRC Press, Boca Raton, FL. pp. 25-40. Cogan, T.M. (1987). Co-metabolism of citrate and glucose by Leuconostoc spp.: effects on growth, substrates and products. J. Appl. Bacteriol. 63,551-558. Cogan, T.M. and Daly, C. (1987). Cheese starter cultures, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, P.E Fox, ed., Elsevier Applied Science, London. pp. 179-250. Cogan, T.M. and Hill, C. (1993). Cheese starter cultures, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, General Aspects, 2nd edn, RE Fox, ed., Chapman & Hall, London. pp. 193-256. Creamer, L.K., Lawrence, R.C. and Gilles, J. (1985). Effect of acidification of cheese milk on the resultant Cheddar cheese. NZJ. Dairy Sci. Technol. 20, 185-203. Creamer, L.K., Gilles, J. and Lawrence, R.C. (1988). Effect of pH on the texture of Cheddar and Colby cheese. NZ J. Dairy Sci. Technol. 23, 23-35. Crow, V.L. (1986). Utilization of lactate isomers by Propionibacterium freudenreichii subsp, shermanii: regulatory role for intracellular pyruvate. Appl. Environ. Microbiol. 52, 352-358. Crow, V., Curry, B. and Hayes, M. (2001). The ecology of non-starter lactic acid bacteria (NSLAB) and their use as adjuncts in New Zealand Cheddar. Int. Dairy J. 11, 275-283. Dacremont, C. and Vickers, Z. (1994). Concept matching technique for assessing importance of volatile compounds for Cheddar cheese aroma. J. Food Sci. 59,981-985. Driehuis, E and Elferink, SJ.W.H.O. (2000). The impact of the quality of silage on animal health and food safety: a review. Vet. Q. 22,212-216. Dybing, S.T., Wiegand, J.A., Brudvig, S.A., Huang, E.A. and Chandan, R.C. (1988). Effect of processing variables on the formation of calcium lactate crystals on Cheddar cheese.J. Dairy Sci. 71, 1701-1710. Engel, E., Tournier, C., Salles, C. and Le Quere, J.L. (2001). Evolution of the composition of a selected bitter Camem-
369
bert cheese during ripening: Release and migration of tasteactive compounds. J. Agric. Food Chem. 49, 2940-2947. Fox, RE, Lucey, J.A. and Cogan, T.M. (1990). Glycolysis and related reactions during cheese manufacture and ripening. CRC Crit. Rev. Food Sci. Nutr. 29,237-253. Fox, RE, Singh, T.K. and McSweeney, P.L.H. (1995). Biogenesis of flavour compounds in cheese, in, Chemistry of Structure~Function Relationships in Cheese, E.L. Malin and M.H. Tunick, eds., Plenum Publishing Corp., New York. pp. 59-98. Fox, RE, Guinee, T.P., Cogan, T.M. and McSweeney, P.L.H. (2000). Fundamentals of Cheese Science, Aspen Publishers, Gaithersburg, MD. Fryer, T.E, Sharpe, M.E. and Reiter, B. (1970). Utilization of milk citrate by lactic acid bacteria and 'blowing' of filmwrapped cheese. J. Dairy Res. 37, 17-28. Gaafar, A.M. (1992). Volatile flavour compounds of yoghurt. Int. J. Food Sci. Technol. 2 7, 87-91. Garnot, P., Molle, D. and Piot, M. (1987). Influence of pH, type of enzyme and ultrafiltration on the retention of milk clotting enzymes in Camembert cheese. J. Dairy Res. 54, 315-320. Gripon, J.C. (1993). Mould-ripened cheeses, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, Major Cheese Groups, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 111-136. Hernandez, E.J.G., Estepa, R.G. and Rivas, I.R. (1995). Analysis of diacetyl in yoghurt by two new spectrophotometric and fluorometric methods. Food Chem. 53, 315-319. Holmes, D.G., Duersch, J.W. and Ernstrom, C.A. (1977). Distribution of milk clotting enzymes between curd and whey and their survival during Cheddar cheesemaking. J. Dairy Sci. 60,862-869. Huchet, V., Thuault, D. and Bourgeois, C.M. (1995). Development of a model predicting the effects of pH, lactic acid, glycerol and sodium chloride content on the growth of vegetative cells of Clostridium tyrobutyricum in a culture medium. Lait 75,585-593. Huchet, V., Thuault, D. and Bourgeois, C.M. (1997). The stereoselectivity of the use of lactic acid by Clostridium tyrobutyricum. Food Microbiol. 14, 227-230. Huffman, L.M. and Kristoffersen, T. (1984). Role of lactose in Cheddar cheese manufacture and ripening. NZ J. Dairy Sci. Technol. 19,151-162. Ingham, S.C., Hassler, J.R., Tsai, Y.W. and Ingham, B.H. (1998). Differentiation of lactate-fermenting, gas-producing Clostridium spp. isolated from milk. Int. J. Food Mircobiol. 43, 173-183. Jordan, K.N. and Cogan, T.M. (1993). Identification and growth of non-starter lactic acid bacteria in Irish Cheddar cheese. It. J. Agric. Food Res. 32, 47-55. Karahadian, G. and Lindsay, R.C. (1987). Integrated roles of lactate, ammonia and calcium in texture development of mold surface-ripened cheeses. J. Dairy Sci. 70, 909-918. Kleter, G., Lammers, W.L. and Vos, E.A. (1984). The influence of pH and concentration of lactic acid and NaC1 on the growth of Clostridium tryobutyricum in whey and cheese. 2. Experiments in cheese. Neth. Milk Dairy J. 38, 31-41. Klijn, N., Nieuwenhof, EEJ., Hollwerf, J.D., Vanderwaals, C.B. and Weerkamp, A.H. (1995). Identification of Clostridium
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Metabolism of Residual Lactose and of Lactate and Citrate
tyrobutyricum as the causative agent of late blowing in cheese by species-specific PCR amplification. Appl. Environ. Microbiol. 61, 2919-2924. Lawrence, R.C., Creamer, L.K. and Gilles, J. (1987). Texture development during cheese ripening. J. Dairy Sci. 70, 1748-1760. Laye, I., Karleskind, D. and Morr, C.V. (1993). Chemical, microbiological and sensory properties of plain nonfat yoghurt. J. Food Sci. 58, 991-995. Lenoir, J. (1984). The surface flora and its role in the ripening of cheese. Bulletin 171, International Dairy Federation, Brussels. pp. 3-20. Loessner, M.J., Maier, S.K., Schiwek, P. and Scherer, S. (1997). Long-chain polyphosphates inhibit growth of Clostridium tyrobutyricum in processed cheese spreads. J. Food Prot. 60, 493-498. Manning, D.J. (1979a). Cheddar cheese flavour studies. II. Relative flavour contributions of individual volatile components. J. Dairy Res. 46, 523-529. Manning, D.J. (1979b). Chemical production of essential flavour compounds. J. Dairy Res. 46, 531-537. McGugan, W.A. (1975). Cheddar cheese flavour. A review of current progress. J. Agric. Food Chem. 23, 1047-1050. McSweeney, P.L.H. and Sousa, M.J. (2000). Biochemical pathways for the production of flavour compounds in cheese during ripening: a review. Lait 80, 293-324. Milo, C. and Reineccius, G.A. (1997). Identification and quantification of potent odorants in regular fat and low-fat mild Cheddar cheese. J. Agric. Food Chem. 45, 3590-3594. Mocquot, G. (1979). Reviews of the Progress of Dairy Science: Swiss-type cheese. J. Dairy Res. 46, 133-160. Mohr, B., Aymes, E, Rea, M.C., Monnet, C. and Cogan, T.M. (1997). A new method for the determination of 2-acetolactate in dairy products. Int. DairyJ. 7, 701-706. Mullah, W.M.A. (2000). Causes and control of early gas production in Cheddar cheese. Int. J. Dairy Technol. 53, 63-68. Nakae, T. and Elliott, J.A. (1965). Volatile fatty acids produced by some lactic acid bacteria. I. Factors influencing production of volatile fatty acids from casein hydrolysate. J. Dairy Sci. 48, 287-292. Noomen, A. (1983). The role of surface flora in the softening of cheeses with a low initial pH. Neth. Milk Dairy J. 37, 229-232. O'Connor, C.B. (1974). The quality and composition of Cheddar cheese: effect of various rates of salt addition. III. Ir. Agric. Creamery Rev. 27(1), 11-13. O'Keeffe, R.B., Fox, P.E and Daly, C. (1975). Proteolysis in Cheddar cheese: influence of the rate of acid production during manufacture. J. Dairy Res. 42, 111-122. O'Sullivan, S.M., Condon, S., Cogan, T.M. and Sheehan, D. (2001). Purification and characterisation of acetolactate decarboxylase from Leuconostoc lactis NCW1. FEMS Microbiol. Lett. 194, 245-249. Palles, T., Beresford, T., Condon, S. and Cogan, T.M. (1998). Citrate metabolism in Lactobacillus casei and Lactobacillus plantarum. J. Appl. Microbiol. 85, 147-154. Pearce, K.N., Creamer, L.K. and Gilles, J. (1973). Calcium lactate deposits on rindless Cheddar cheese. NZ J. Dairy Sci. Technol. 8, 3-7.
Piveteau, P. (1999). Metabolism of lactate and sugars by dairy propionibacteria: a review. Lait 79, 23-41. Polychroniadou, A. (2001). Eyes in cheese: a concise review. Milchwissenschaft 56, 74-77. Raadsveld, C.W. (1957). The course of lactose breakdown in Dutch cheese. Neth. Milk DairyJ. 11,313-328. Rankin, S.A. and Bodyfelt, EW. (1995). Solvent desorption dynamic headspace method for diacetyl and acetoin in buttermilk. J. Food Sci. 60, 1205-1207. Richoux, R., Faivre, E. and Kerjean, J.R. (1998). Effect of salt content on lactate fermentation by Propionibacterium freundenreichii in small scale Swiss-type cheeses. Lait 78, 319-331. Severn, D.J., Johnson, M.E. and Olson, N.E (1986). Determination of lactic acid in Cheddar cheese and calcium lactate crystals. J. Dairy Sci. 69, 2027-2030. Sousa, M.J. and McSweeney, P.L.H. (2001). Studies on the ripening of Cooleeney, an Irish farmhouse Camemberttype cheese. Ir. J. Agric. Food Res. 40, 83-95. Stadhouders, J., Hup, G. and van der Waals, C.B. (1977). Determination of calf rennet in cheese. Neth. Milk Dairy J. 31,3-15. Steffen, C., Eberhard, E., Bosset, J.O. and Ruegg, M. (1993). Swiss-type varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, Major Cheese Groups, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 83-110. Su, Y.C. and Ingham, S.C. (2000). Influence of milk centrifugation, brining and ripening conditions in preventing gas formation by Clostridium spp. in Gouda cheese. Int. J. Food Microbiol. 54, 147-154. Sutherland, B.J. and Jameson, G.W. (1981). Composition of hard cheese manufactured by uhrafihration. Aust. J. Dairy Technol. 36, 136-143. Thomas, T.D. (1986). Oxidative activity of bacteria from Cheddar cheese. NZJ. Dairy Sci. Technol. 21, 37-47. Thomas, T.D. (1987). Acetate production from lactate and citrate by non-starter bacteria in Cheddar cheese. NZ J. Dairy Sci. Technol. 22, 25-38. Thomas, T.D. and Crow, V.L. (1983). Mechanism of o(-)lactic acid formation in Cheddar cheese. NZ J. Dairy Sci. Technol. 18, 131-141. Thomas, T.D. and Pearce, K.N. (1981). Influence of salt on lactose fermentation and proteolysis in Cheddar cheese. NZ J. Dairy Sci. Technol. 16, 253-259. Thomas, T.D., Ellwood, D.C. and Longyear, M.C. (1979). Change from homo- to heterolactic fermentation by Streptococcus lactis resulting from glucose limitation in anaerobic chemostat cultures. J. Bacteriol. 138, 109-117. Thomas, T.D., McKay, L.L. and Morris, H.A. (1985). Lactate metabolism by Pediococci isolated from cheese. Appl. Environ. Microbiol. 49,908-913. Tinson, W., Radcliff, M.E, Hillier, A.J. and Jago, G.R. (1982). Metabolism of Streptococcus thermophilus. 3. Influence on the level of bacterial metabolites in Cheddar cheese. Aust. J. Dairy Technol. 37, 17-21. Turner, K.W. and Thomas, T.D. (1980). Lactose fermentation in Cheddar cheese and the effect of salt. NZ J. Dairy Sci. Technol. 15,265-276.
Metabolism of Residual Lactose and of Lactate and Citrate
Turner, K.W., Morris, H.A. and Martley, EG. (1983). Swisstype cheese. II. The role of thermophilic lactobacilli in sugar fermentation. NZJ. Dairy Sci. Technol. 18, 117-124. Ulberth, E (1991). Headspace gas-chromatographic estimation of some yoghurt volatiles. J. Ass. Off. Anal. Chem. 74, 630-634. Visser, EM.W. (1977). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 1. Description of cheese and
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aseptic cheesemaking technique. Neth. Milk Dairy J. 31, 120-133. Waldron, D.S. (1997). Effect of Lactose Concentration on the Quality of Cheddar Cheese. MSc Thesis, National University of Ireland, Cork. Walstra, R, Noomen, A. and Geurts, TJ. (1993). Dutch-type varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, Major Cheese Groups, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 39-82.
Lipolysis and Catabolism of Fatty Acids in Cheese Y.F. Collins, Teagasc, Dairy Products Research Centre, Ireland P.L.H. McSweeney, Department of Food and Nutritional Sciences, University College, Cork, Ireland M.G. Wilkinson, Department of Life Sciences, University of Limerick, Ireland
Introduction Lipids present in foods may undergo oxidative or hydrolytic degradation (McSweeney and Sousa, 2000). However, lipid oxidation does not occur to a significant extent in cheese, probably due to its low redox potential ( - 2 5 0 m V ) (Fox and Wallace, 1997; Fox et al., 2000; McSweeney and Sousa, 2000). Enzymatic hydrolysis (lipolysis) of triglycerides to fatty acids and glycerol, mono- or di-glycerides is considered to be essential for flavour development in cheese (McSweeney and Sousa, 2000). Lipolysis is an important biochemical event during cheese ripening and has been studied extensively in varieties such as Blue and hard Italian cheeses where extensive lipolysis occurs and is a major pathway for flavour generation. However, in the case of cheeses such as Cheddar and Gouda, in which the level of lipolysis during ripening is low, the contribution of lipolysis to cheese quality and flavour has received relatively little attention. Free fatty acids (FFAs) are important precursors of several volatile compounds which contribute to flavour (McSweeney and Sousa, 2000; Collins et al., 2003a,b).
Lipolytic Agents in Cheese Lipolytic enzymes may be classified as esterases or lipases, which are distinguished according to three main characteristics: length of the hydrolysed acyl ester chain, physico-chemical nature of the substrate (whether emulsified or not) and enzymatic kinetics (esterases have classical Michaelis Menten-type kinetics while lipases, since they are active only at an interface, obey interracial Michaelis Menten-type kinetics) (Chich etal., 1997; Villeneuve and Foglia, 1997; Deeth and Touch, 2000). Unfortunately, the terms 'esterases' and 'lipases' are often used interchangeably in the scientific literature. In general, lipolytic enzymes are specific for fatty acids esterified at the sn-1 or sn-3 positions of triglycerides (Deeth and Touch, 2000). Initially, triglycerides are hydrolysed to 1,2- and 2,3-diglycerides and later to
2-monoglycerides; butyrate, as well as the other shortand medium-chain acids, are located mainly at the sn-1 and sn-3 positions in milk lipids and thus are preferentially released by lipolytic enzymes (Parodi, 1971; Christie, 1995; Deeth and Touch, 2000). Lipases in cheese originate from six possible sources: 9 9 9 9 9 9
milk rennet paste starter bacteria secondary starter microorganisms non-starter lactic acid bacteria (NSLAB) exogenous lipase preparations
(Deeth and Fitz-Gerald, 1995; Fox and Wallace, 1997; McSweeney and Sousa, 2000). Milk contains a very potent indigenous lipoprotein lipase (LPL) (Olivecrona and Bengtsson-Olivecrona, 1991; Fox and Stepaniak, 1993; Fox etal., 1993; Olivecrona et al., 2003). The enzyme consists of 450 amino acid residues, with an overall molecular mass of 55 kDa and in milk exists as a dimer of identical subunits. The enzyme has an isoelectric point above pH 9, with a positive charge at physiological pH (Olivecrona and Bengtsson-Olivecrona, 1991). The lipase is of blood origin and is involved in the metabolism of plasma triglycerides; its presence in milk is due to leakage through the mammary cell membrane. Bovine milk contains 10-20 nmol lipase/l which, under optimum conditions (37 ~ pH 7, in the presence of an apolipoprotein activator, apo-CII), could theoretically release sufficient FFAs within 10 s to cause perceptible hydrolytic rancidity in milk (Walstra and Jenness, 1984). This does not occur under normal circumstances as LPL and fat are compartmentalized, c. 90% of the LPL in milk is associated with the casein micelles while the triglycerides in milk occur as globules surrounded by a lipoprotein membrane, the milk fat globule membrane (MFGM). If the MFGM is damaged, e.g., due to agitation, foaming, homogenization, inappropriate milking or milk-handling techniques, significant lipolysis may occur, resulting in off-flavours
Cheese: Chemistry, Physics and Microbiology, Third edition- Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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374
Lipolysis and Catabolism of Fatty Acids in Cheese
in cheese and other dairy products (Fox et al., 2000). Lipoprotein lipase has a preference for medium-chain triglycerides (MCT) with a 2-fold faster rate of hydrolysis of emulsions containing triC6:0, triC8:0, triC10:0 or triC12:0 compared to long-chain triglyceride (LCT) emulsions containing triC16:0, triC18:0, triC18:l, triC18:2, triC18:3 or triC20:0 (Deckelbaum et al., 1990). The different hydrolysis rates were attributed to higher concentrations of MCT at the emulsion surface due to higher mobility of such triglycerides compared with LCT emulsions (Deckelbaum et al., 1990). Lipoprotein lipase is relatively non-specific for fatty acid type but is specific for the acids at the sn-1 and sn-3 positions of mono-, di- and tri-glycerides (Olivecrona et al., 1992). Therefore, short- and medium-chain fatty acids are released preferentially by LPL. In raw milk cheeses, LPL activity is significant. According to Deeth and Fitz-Gerald (1983), it is generally accepted that high-temperature short-time (HTST) pasteurization (72~ for 15s) very extensively inactivates the enzyme. However, it may contribute to lipolysis in pasteurized milk cheese, as heating at 78 ~ • 10 s is required for its complete inactivation (Driessen, 1989). Commercial rennet extracts are free from lipolytic activity, but rennet paste, used in the manufacture of some hard Italian varieties (e.g., Provolone and Pecorino cheeses), contains a lipase, pregastric esterase (PGE) (Nelson etal., 1977; Hamosh, 1990; Fox, 2003). Although the term 'esterase' suggests that this enzyme acts only on water-soluble esters, it is in fact able to hydrolyse water-insoluble triglycerides containing long-chain fatty acids and hence 'esterase' is a misnomer as this enzyme is a lipase (Hamosh, 1990). Pregastric esterase is highly specific for short chain acids esterified at the sn-3 position (Nelson et al., 1977; Fox and Stepaniak, 1993; Fox, 2003). Pregastric esterases from different species are optimally active at 32-42 ~ pH 4.8-5.5 in presence of 0.5 M NaC1. The enzyme has an isoelectric point above pH 9 with a positive charge at physiological pH (see Fox, 2003). Suckling stimulates the secretion of PGE by glands at the base of the tongue, and it is washed into the abomasum by the milk. Rennet paste is prepared from the abomasa of calves, kids or lambs slaughtered after suckling. The abomasum is partially dried and ground into a paste, which is slurried in milk before being added to cheesemilk (Fox and Stepaniak, 1993). Some interspecies differences in specificity have been reported for calf, kid and lamb PGEs which result in slight differences in the flavour characteristics of cheese, depending on the source of PGE (Nelson et al., 1977; Fox and Stepaniak, 1993). Due to concerns regarding the hygienic quality of rennet pastes, research has been focused on identifiying exogenous
lipases which could be blended with rennet extracts to produce substitutes for rennet pastes. Most lipases investigated are unsuitable due to incorrect specificity; certain fungal lipases (e.g., a lipase secreted by Rhizomucor miehei) may be acceptable alternatives to rennet paste (Fox, 1988). Lipases and esterases of LAB appear to be the principal lipolytic agents in Cheddar and Dutch-type cheeses made from pasteurized milk (Fox et al., 2000). Evidence for this comes from studies on aseptic starterfree cheeses acidified with gluconic acid-8-1actone, where very low levels of FFAs are released during ripening (Reiter et al., 1967) and from the relationship between autolysis of starter cells and FFA levels during ripening (Collins et al., 2003a). Lactic acid bacteria possess esterolytic/lipolytic enzymes capable of hydrolysing a range of derivatives of FFAs, tri-, diand mono-glyceride substrates (Holland and Coolbear, 1996; Chich et al., 1997; Fox and Wallace, 1997; Liu et al., 2001). Despite the presence of these enzymes, LAB, especially Lactococcus and Lactobacillus spp. are weakly lipolytic in comparison to species such as Pseudomonas, Acinetobacter and Flavobacterium (Stadhouders and Veringa, 1973; Fox etal., 1993; Chich et al., 1997). However, because they are present at high numbers over an extended ripening period, LAB are responsible for the liberation of significant levels of FFAs in many cheese varieties which do not have a strongly lipolytic secondary flora. Lipases and esterases of LAB appear to be intracellular and a number have been isolated and characterized (Chich et al., 1997; Castillo et al., 1999; Liu et al., 2001). The presence of lipases and esterases has been demonstrated (Piatkiewicz, 1987) in nine strains of lactococci, including Lc. lactis subsp, lactis, citratepositive lactococci and Lc. lactis subsp, cremoris. [3-Naphthyl laurate (C12:0) and [3-naphthyl acetate (C2:0) were the substrates used to determine lipase and esterase activities, respectively; esterase activity was higher than lipase activity in all strains. Kamaly et al. (1990) reported the presence of lipases in the cell-free extract of a number of strains of Lc. lactis subsp, lactis and Lc. lactis subsp, cremoris; these lipases were, in general, optimally active at 37 ~ and at pH 7-8.5. Lc. lactis subsp, cremoris showed higher lipolytic activity on tributyrin and milk fat emulsions than Lc. lactis subsp, lactis. The activity of all lipases was stimulated by reduced glutathione and low (c. 2%) concentrations of NaC1 but inhibited by high NaC1 concentrations (c. 20%). Chich et al. (1997) reported esterolytic activity on [3-naphthyl butyrate by an intracellular extract of Lc. lactis subsp, lactis N CDO 763; the enzyme was active on p-NP esters from C2 to C12, with pH and temperature optima 7.0-8.0 and 55 ~
Lipolysis and Catabolism of Fatty Acids in Cheese
El-Soda et al. (1986) found intracellular esterolytic activities in four species of lactobacilli: Lb. helveticus, Lb. delbrueckii subsp, bulgaricus, Lb. delbrueckii subsp. lactis and Lb. acidophilus. All lactobacilli showed activity on p-nitrophenyl (p-NP) derivatives of fatty acids up to C5:0; Lb. delbrueckii subsp, lactis and Lb. acidophilus showed the highest esterolytic activity. None of the microorganisms tested hydrolysed o- and p-NP derivatives of C6:0 to C14:0. Khalid and Marth (1990) quantified the lipolytic activity of Lb. casei L-7, Lb. casei L-14, Lb. plantarum L-34 and Lb. helveticus L-53 on milk fat, olive oil and tributyrin emulsions; the three substrates were hydrolysed by all lactobacilli with the exception of Lb. casei L-7, which did not hydrolyse olive oil. According to Lee and Lee (1990), esterolytic and lipolytic enzymes are released by lysis of Lb. casei subsp, casei LLG cells. Maximum lipolytic activity was observed at pH 7.2 and 37 ~ and activity was inhibited by Ag + and Hg 2+ and stimulated by Mg 2+ and Ca 2+ (Lee and Lee, 1990). Lb. fermentum contains a cell surface-associated esterase which is optimally active on C4:0 but which can hydrolyse 6-naphthyl esters of fatty acids from C2:0 to C10:0 (Gobbetti et al., 1997). Gobbetti et al. (1996) reported the purification of an intracellular lipase from a strain of Lb. plantarum isolated from Cheddar cheese. This enzyme had a molecular mass of 65 kDa and was optimally active at pH 7.5 and 35 ~ it was relatively heat stable at 65 ~ but was irreversibly inactivated on heating at 75 ~ for 2 min. The enzyme was most active on tributyrin, with less activity on trilaurin and tripalmitin and no activity on triolein. When activity was determined on [3-naphthyl esters from C2 to C18:1, the enzyme was most active on [3-naphthyl butyrate, with significant activity on [3-naphthyl esters of acetate, caproate, caprylate and laurate, and low activity on [3-naphthyl caprate, myristate, palmitate, stearate and oleate. Liu et al. (2001) identified three intracellular esterases in Streptococcus thermophilus, two of which were purified to homogeneity and designated esterase I and II, with a molecular mass of--~34 and 60 kDa, respectively Differences in substrate specificity between esterases I and II were noted; esterase I hydrolysed p-NP esters of short chain acids from C2 to C8 while esterase II hydrolysed C2-C6 p-NP esters only. Both enzymes had maximum activity on p-NP butyrate. Only esterase I was tested on a range of glyceride substrates; it hydrolysed di- and mono-glycerides containing fatty acids up to C14:0 but tributyrin was the only triglyceride it could hydrolyse. The impact of cheese composition on esterase I activity on p-NP butyrate substrate indicated that activity was reduced by decreasing pH in the range 5.5-8.0, and decreasing water activity in
375
the range aw 0.99-0.80. Interestingly, esterase activity increased on increasing the NaC1 concentration from 3.7 to 7.5%, w/v; this stimulatory effect of NaC1 on esterase activity had not been reported previously. The genetic characterization of lipolytic enzymes of LAB by Fernandez et al. (2000) confirmed the intracellular nature of a tributyrin esterase in Lc. lactis subsp, cremoris B1014. These workers showed that the 744 base pair estA gene encoded for a 258 amino acid protein of molecular mass --~29 kDa; however, this gene did not encode for a signal sequence required for extracellular secretion. Cloning of the gene and up to 170-fold overproduction of this enzyme was possible using a nisincontrolled expression system which allowed detailed characterization of the specificity and kinetics of the enzyme. The esterase showed highest activity on short-chain p-NP-esters of fatty acids, with highest activity on p-NP hexanoate (C6:0). This enzyme was not active on p-NP esters of fatty acids of chain length longer than C12:0. Tributyrin was readily hydrolysed while activity was also detected on phospholipids. However, increasing the concentration of phospholipids to levels favouring micelle formation did not lead to an increase in enzyme activity through interfacial activation, confirming the esterolytic nature of this enzyme. Since the esterases/lipases of LAB appear to be intracellular, they must be released into the cheese matrix through cell autolysis for maximum efficiency. However to date, few studies have been undertaken to establish whether a relationship exists between the extent of autolysis of LAB and lipolysis in various cheese varieties. Early work by Walker and Keen (1974) showed that Cheddar cheese made with Lc. lactis subsp, cremoris AM2 developed higher levels of oddnumbered C3--C15 methyl ketones than cheese made with Lc. lactis subsp, cremoris HP which indicated that properties of the starter strain may influence the concentrations of these compounds in cheese. However, these workers did not monitor cell viability or autolysis in cheese during ripening. Wilkinson et al. (1994) demonstrated that Lc. lactis subsp, cremoris AM2 is more autolytic than Lc. lactis subsp, cremoris HP and that secondary proteolysis is higher in Cheddar cheese made using the former strain. Collins et al. (2003a) studied the influence of starter autolysis on lipolysis during a 238-day ripening period, as measured by the release of FFAs (C4:0-C18:3) in Cheddar cheese made using Lc. lactis subsp, cremoris AM2 or Lc. lactis subsp. cremoris HP as starter. These workers found that cheese made using the highly autolytic starter, Lc. lactis subsp, cremoris AM2, developed significantly higher levels of caprylate (C8:0), myristate (C14:0), palmitate (C16:0) and stearate (C18:0) during ripening than
376
Lipolysis and Catabolism of Fatty Acids in Cheese
cheese made with the less autolytic strain, Lc. lactis subsp, cremoris HE Cell-free extracts prepared from both strains had generally similar levels of activity on a triolein emulsion (lipase) or a p-NP butyrate (esterase) and these workers suggested that there is a relationship between early autolysis of these starter bacteria and lipolysis, possibly as a result of elevated release of intracellular lipolytic activity in cheese. Freitas et al. (1999) assayed proteolytic and lipolytic activities of Enterococcus faecium, Ec. faecalis, Lb. plantarum and Lb. paracasei and three species of yeasts (Debaryomyces hansenii, Yarrowia lipolytica and Cryptococcus laurentii) isolated from Picante cheese. High lipolytic activity was reported for Y lipolytica, using tributyrin as substrate; the other species studied were less lipolytic. Brevibacterium linens is a constituent of the microflora of surface smear-ripened cheeses (e.g., Limburger) which undergo a significant level of lipolysis during ripening. Lipolytic activity has been demonstrated in B. linens using emulsified olive oil as substrate (San Clemente and Vadehra, 1967). Sorhaug and Ordal (1974) reported esterolytic and lipolytic activities in five strains of B. linens using tributyrin and olive oil as substrates. Welch Baillargeon et al. (1989) reported lipase activity in three strains of Geotrichum candidum. Emulsified esters of oleic or palmitic acid were used as substrates; optimum pH and temperature for lipolytic activity were pH 7 and 37 ~ respectively. Lipases of different strains of G. candidum may be classified either as type A strains, which are not highly specific for unsaturated substrates with cis-9 double bonds, or type B strains, which are specific for cis-9 18:1 (Jacobsen and Poulsen, 1995). In mould-ripened cheeses, such as Brie, Camembert and Roquefort, Penicillium spp. are significant agents of lipolysis (Gripon, 1993; McSweeney and Sousa, 2000). P. roqueforti possesses two lipases, one with a pH optimum of 7.5-8, the other with a more alkaline pH optimum (9-9.5) (Morris and Jezeski, 1953; Kman etal., 1966; Niki et al., 1966). The lipase with the lower pH optimum is more active on tricaproin while that with the higher pH optimum is more active on tributyrin (Menassa and Lamberet, 1982). P. camemberti produces an extracellular lipase, which is optimally active on tributyrin at pH 9 and 35~ (Lamberet and Lenoir, 1976). Propionic acid bacteria are between 10 and 100 times more lipolytic than LAB (Knaut and Mazurek, 1974; Dupuis, 1994). Using emulsified tributyrin as substrate, Oterholm et al. (1970) showed that P. freudenreichii subsp, shermanii possesses an intracellular lipase with pH and temperature optima of 7.2 and 47 ~ The maximum rate of hydrolysis of triglycer-
ides was observed on tripropionin (C3:0), followed in order by tributyrin (C4:0), tricaproin (C6:0) and tricaprylin (C8:0). Hydrolysis of substrates in solution was low in comparison to hydrolysis of emulsified substrates, suggesting that the enzyme is a lipase. Dupuis et al. (1993) screened a number of strains of propionic acid bacteria for both esterolytic and lipolytic activities on actetate, propionate and butyrate esters and tributyrin. Intracellular fractions prepared from strains grown in liquid media showed both esterase and lipase activities. In the study of Dupuis et al. (1993) evidence was provided for the presence of an extracellular esterase; however, the extent to which this activity may have been due to cell lysis was not determined. Kakariari et al. (2000) purified an intracellular esterase from P. freudenreichii subsp, freudenreichii. Cell-free supernatant, cell wall fractions and a sonicated intracellular extract were assayed for esterase activity. However, in contrast to Dupuis et al. (1993), esterase activity was not found in the cell-free medium, or in the cell wall fractions. The enzyme purified by Kakariari et al. (2000) was therefore either cytoplasmic or cell membrane-associated.
Catabolism of Fatty Acids and Other Reactions In cheese, FFAs are precursors of many important flavour and aroma compounds, such as methyl ketones, lactones, esters, alkanes and secondary alcohols. Pathways for fatty acid catabolism are summarized in Fig. 1. Methyl ketones (alkan-2-ones) are the most important flavour components in Blue cheese and are present at very high concentrations. Heptan-2-one and nonan2-one are the predominant methyl ketones in Blue cheese; their concentrations in Gamonedo increased during the early part of ripening to a maximum at 60 days, after which levels began to decrease (Gonzalez de Llano et al., 1990). Methyl ketones are formed in Blue cheese by the action of Penicillium roqueforti (Urbach, 1997). P. camemberti and G. candidum may also produce methyl ketones (Lamberet et al., 1982; Cerning et al., 1987; Molimard and Spinnler, 1996). Penicillium spores, as well as vegetative mycelia, can produce methyl ketones (Chalier and Crouzet, 1998). Metabolism of fatty acids by Penicillium spp. involves four main steps corresponding to the early stages of [B-oxidation (Fig. 2). Initially, fatty acids are released by lipases, followed by the oxidation of FFA to [3-ketoacids and decarboxylation to alkan-2-ones, of one less carbon atom than the parent FFA; alkan-2-ones may be reduced to the corresponding secondary alcohol (alkan-2-ol). It has been suggested (Dartey and Kinsella, 1973; Kinsella and Hwang, 1976a) that FFAs are not the
Lipolysis and Catabolism of Fatty Acids in Cheese
377
Trigly~
V ~ k
%/
...............................
OH
0
.
7- or ~-hydroxy fatty acids Partial glycerides H20
C%0
7- or ,5-1actones O II
Fatty acids R-SH
Thiols
...._ CH3CH2OH
Ethanol
. xidati~
~ O c2 o O
II
~
C
~S-R
Thioesters
o II
~ C ~ O C H 2 C H
II C~C H3
,~~j~.'~~ 3
Alkan-2-ones
Ethyl esters
~j~j~~j%
I CH_ CH3
Alkan-2-ols Figure 1 Pathways for the catabolism of free fatty acids.
only precursors of methyl ketones; they can also be formed from ketoacids naturally present at low concentrations in milk fat or by oxidation of monounsaturated fatty acids (Kinsella and Hwang, 1976b). The rate of production of methyl ketones in cheese is affected by temperature, pH, physiological state of the mould and the concentration of FFAs. Spores of E roqueforti can oxidize fatty acids containing 4-12 carbon atoms to methyl ketones, with octanoic acid being most rapidly oxidized. Oxidation of longer chain FFAs containing 16 or 18 carbon atoms has also been reported (Chalier and Crouzet, 1993). Mycelia oxidize FFAs over a wide pH range, with an optimum between pH 5 and 7, which is similar to the pH of mature Blue cheese (Dwivedi and Kinsella, 1974; Gripon, 1993).
Dumont etal. (1974a,b,c) identified 11 methyl ketones in Camembert cheese. Methyl ketones with even-numbered carbon chains appeared late in ripening and were present at low levels, except in very mature cheese. Heptan-2-one is present at significant concentrations in Parmigiano-Reggiano (Meinhart and Schreier, 1986). In full-fat Cheddar cheese, levels of heptan-2-one, nonan-2-one and undecan-2-one increased for approximately 14 weeks, after which levels decreased; concentrations of methyl ketones in low-fat Cheddar cheeses were lower than the levels in full-fat cheese (Dimos, 1992), perhaps due to lower levels of FFAs in the former (Dimos et al., 1996). Engels et al. (1997) compared the volatile compounds in the watersoluble fraction of seven cheese varieties (Gouda,
378
Lipolysis and Catabolism of Fatty Acids in Cheese
Saturated fatty acids (C2n) CoA-SH - - ~ Keto
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Reductase Secondary alcohol (C2n_1)
Figure 2 Pathway for the catabolism of fatty acids by Penicillium spp.
Proosdij, Gruyere, Maasdam, Edam, Parmesan and Cheddar). Nine ketones, mostly methyl ketones, were identified. Dirinck and De Winne (1999) reported levels of heptan-2-one and nonan-2-one ranging from 2903 to 3210 ng g- ] and from 1841 to 1960 ng g- 1, respectively, in Gouda cheese; levels varied between 3332 and 3598 ng g-1 and 1768 and 1986 ng g-l, respectively, in Emmental. In another study, pentan-2-one and heptan2-one were the most abundant methyl ketones in aged ewes' milk cheese (14 samples were analysed, nine of which were Manchego); mean levels were 737 and 368 ixg kg-1, respectively (Villasefior et al., 2000). Secondary alcohols can be formed in cheeses by enzymatic reduction of methyl ketones (Engels et al., 1997). P. roqueforti is responsible for the reduction of methyl ketones to secondary alcohols (e.g., 2-pentanol, 2-heptanol and 2-nonanol) in Blue cheese (Martelli, 1989). Gonzalez de Llano et al. (1990) reported that 2-heptanol and 2-nonanol are the main secondary alcohols in artisanal Gamonedo Blue cheese. Production of 2-propanol from acetone and 2-butanol from butanone has been reported in Cheddar cheese (Urbach, 1993), while Thierry et al. (1999) reported an increase in the concentrations of secondary alcohols in the aqueous phase of Emmental during ripening. A great diversity of esters, formed by the reaction of a FFA with an alcohol, is present in cheese (Molimard and Spinnler, 1996). While methyl, ethyl, propyl and butyl esters of FFAs have been reported in various cheese varieties (Meinhart and Schreier, 1986), ethyl
esters predominate (Arora et al., 1995). Esterification reactions resulting in the production of esters occur between short- to medium-chain fatty acids and ethanol, derived from lactose fermentation or from amino acid catabolism. Ethyl acetate may also arise from esterification of ethanol with acetyl-coenzyme A (Yoshioka and Hashimoto, 1983). Holland etal. (2002) suggested that esters are formed in cheese during ripening by the transesterification of a FFA from partial glycerides to ethanol. Thirty eight esters were identified by Meinhart and Schreier (1986) in Parmigiano-Reggiano cheese; ethyl acetate, ethyl octanoate, ethyl decanoate and methyl hexanoate were the most abundant. Methyl and ethyl esters have been found at high levels in artisanal Blue cheese (Gonzalez de Llano et al., 1990). Fourteen esters were found in Emmental cheese by Imhof and Bosset (1994) and Rychlik et al. (1997). Ethyl esters of fatty acids and smaller quantities of methyl esters have also been identified in Manchego cheese (Villasefior etal., 2000). Thioesters are formed when FFAs react with sulphydryl compounds (Molimard and Spinnler, 1996) and may be formed by the action of a wide range of microorganisms associated with cheese (Lamberet et al., 1997). Lactones are cyclic compounds formed by the intramolecular esterification of hydroxy fatty acids through the loss of water to form a ring structure (Christie, 1983; Molimard and Spinnler, 1996) and may be produced by heating their precursor hydroxyacids (Eriksen, 1976). or- and [3-1actones are highly reactive and unstable (Fox and Wallace, 1997) but ~/and 8-1actones (5- and 6-membered rings, respectively) are stable and have been identified in cheese (Eriksen, 1976). It has been reported that the mammary gland of ruminants has a 8-oxidation system for fatty acid catabolism (see Fox et al., 2000) which may produce the precursor hydroxy acids for the production of lactones, which may also be formed from keto acids after their reduction to hydroxyacids (Wong et al., 1975). The presence of large amounts of high molecular weight lactones has been reported in rancid Cheddar cheese, which has led to the suggestion that pathways other than the release of hydroxy acids from triglycerides may contribute to the formation of lactones (Wong et al., 1975). Dodecalactone may be formed by P. roqueforti spores and vegetative mycelia from long-chain unsaturated fatty acids (C18:1 and C18:2) (Chalier and Crouzet, 1992). Lactone precursors (hydroxy FA) may also be generated by the action of lipoxygenases and other enzymes present in members of the rumen microflora (Dufoss~ et al., 1994).
Lipolysis and Catabolism of Fatty Acids in Cheese 379 Production of lactone precursors in milk is influenced by several factors, including feed, season, stage of lactation and breed (see Fox et al., 2000). The sweet-flavoured y-dodecanolactone and y-dodec-Z-6-enolactone occur at much higher levels in milk from grain-fed than from pasture-fed cows (Urbach, 1997). 8-Dodecalactone and 8-tetradecalactone are the principal lactones in 75 day-old Blue cheese (Jolly and Kosikowski, 1975). In Cheddar cheese, lactone levels increased most rapidly early in the ripening period and were present at concentrations well above their flavour thresholds (Jolly and Kosikowski, 1975). Wong et al. (1975) reported levels of 1.5, 0.8, 4.9 and 8.9 I~g g-1 of 8C10, yC12, 8C12 and 8C14, respectively, in Cheddar cheese at 14 months. Several lactones have been identified in Parmigiano-Reggiano cheese; quantitatively, the most important lactone is 8-octalactone (Meinhart and Schreier, 1986). y-Decalactone, 8decalactone, y-dodecalactone and 8-dodecalactone have been found in Camembert cheese (Gallois and Langlois, 1990). Aldehydes may be formed via the catabolism of amino acids (see 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). However, some straightchain aldehydes, e.g., butanal, heptanal and nonanal, may be formed by the [3-oxidation of unsaturated fatty acids. Gruyere and Parmesan have high levels of FFAs and high concentrations of straight chain aldehydes which have 'green grass-like' aromas (Moio et al., 1993).
Contribution of Lipolysis and Catabolism of FFA to Cheese Flavour Lipids play a major role in the quality of cheese: 9 They affect cheese rheology and texture (see 'Rheology and Texture of Cheese', Volume 1). 9 They influence flavour by: - Acting as a source of fatty acids which in turn may be catabolized to other flavour compounds, e.g., methyl ketones, esters, thioesters and lactones. - A c t i n g as a solvent for sapid compounds produced from lipids or other precursors. 9 Many reactions occur at the fat-water interface. Reduced-fat cheese lacks typical flavour and contains lower concentrations of FFAs than full-fat cheese, supporting the theory that FFAs are important to cheese flavour (Foda et al., 1974; Olson and Johnson, 1990; Dimos et al., 1996; Wijesundera et al., 1998). Cheddar cheese manufactured from milk in which the fat was replaced by vegetable or mineral oils has also been reported to develop atypical flavours (Foda et al., 1974; Wijesundera and Watkins, 2000). Foda et al.
(1974) found that cheese containing vegetable fats had very little Cheddar flavour, and cheese containing mineral oil had only a slight Cheddar flavour. Cheese containing milk fat gave the best results but its flavour was still inferior to that of cheese made from whole milk. These results suggest that the MFGM, which is replaced on homogenization of the milk fat, may have important enzymes or other factors which play a role in the development of Cheddar flavour. It is also plausible that the interface between the lipid and aqueous phases in the cheese is important for flavour development. However, Wijesundera and Drury (1999) reported no significant difference in Cheddar cheese flavour intensity between cheeses made from whole milk or from milk reconstituted from skim milk and cream or anhydrous milk fat. Long-chain FFAs ( > 1 2 carbon atoms) are considered to play a minor role in cheese flavour due to their high perception thresholds (Molimard and Spinnler, 1996). Short- and intermediate-chain FFAs (C4:0-C12:0) have considerably lower perception thresholds and each gives a characteristic flavour note. Butanoic acid contributes 'rancid' and 'cheesy' flavours; hexanoic acid has a 'pungent', 'Blue cheese' flavour note, while octanoic acid has a purported 'wax', 'soap', 'goat', 'musty', 'rancid' and 'fruity' note. Depending on their concentration and perception thresholds, volatile fatty acids can either contribute positively to the aroma of the cheese or to a rancidity defect. The flavour effect of FFAs in cheese is affected by pH. In cheeses with a high pH, e.g., smear-ripened and Blue cheeses, the flavour impact of fatty acids may be affected due to neutralization of the cheese (Molimard and Spinnler, 1996). In general, the flavour threshold of methyl ketones is quite low. Flavour threshold values determined in water vary widely; for heptan-2-one, ranging from 0.0009 to 3 mg kg -1 and for propan-2-one ranging from 40.9 to 500mg kg -1 (Molimard and Spinnler, 1996). Octan2-one, nonan-2-one, decan-2-one, undecan-2-one and tridecan-2-one are described as having 'fruity', 'floral' and 'musty' notes, while heptan-2-one has a Blue cheese note (Rothe et al., 1982). The mushroom and musty notes of methyl ketones are important contributors to the flavour of Camembert cheese (Molimard and Spinnler, 1996). According to Eriksen (1976), lactones have a strong flavour; although the aromas of lactones are not cheese-like, they may contribute to overall cheese flavour (see Fox et al., 1993, 2000; Fox and Wallace, 1997) and have been reported to contribute to a buttery character in cheese (Dirinck and De Winne, 1999). 8-Lactones have low flavour thresholds compared to other volatile flavour compounds (O'Keefe et al., 1969)
380 Lipolysis and Catabolism of Fatty Acids in Cheese and are generally characterized by very pronounced, fruity notes ('peach', 'apricot' and 'coconut') (Dufoss~ et al., 1994). 8-Lactones have generally higher detection thresholds than y-lactones; thresholds for y-octalactone, y-decalactone and ~/-dodecalactone are 7-11 txg kg -1 in water and are even lower for shorter chain lactones (Dufoss~ et al., 1994). In a survey of various cheese varieties, Engels et al. (1997) found high concentrations of ethyl butanoate in cheeses with a 'fruity' note, e.g., Gruyere, Parmesan and Proosdij. This fruity flavour is considered undesirable in Cheddar cheese (Urbach, 1997; McSweeney and Sousa, 2000). Arora et al. (1995), who analysed the odour-active volatiles in the headspace of Cheddar cheese, found that most of the esters separated had a 'buttery'/'fruity' aroma. However, thioesters formed by the reaction of short-chain fatty acids with methional imparted a characteristic 'cheesy' aroma to Cheddar cheese. According to Lamberet et al. (1997), S-methyl thioesters contribute a characteristic flavour to various smear-ripened soft cheeses (e.g., Tilsit, Limburger and Havarti). Secondary alcohols may contribute to cheese flavour (Arora et al., 1995). Propan-2-ol, butan-2-ol, octan-2-ol and nonan-2-ol are present in most soft cheeses and are typical components of the flavour of Blue cheeses (Engels et al., 1997). Moinas et al. (1975) found that heptan-2-ol and nonan-2-ol represented 10-20% and 5-10%, respectively, of all aromatic compounds in Camembert cheese. Oct-l-en-3-ol has the odour of raw mushroom with a perception threshold of 10 Ixg kg -1, and has been proposed as one of the key compounds in the aromatic note of Camembert cheese (Molimard and Spinnler, 1996).
Patterns of Lipolysis in Various Cheese Varieties The level of lipolysis in cheese varies considerably from moderate (e.g., Cheddar, Cheshire, Caerphilly) to extensive (e.g., mould-ripened, hard Italian and surface bacterially-ripened (smear) varieties) (de Llano et al., 1992; McSweeney and Fox, 1993; Fernandez-Garcia et al., 1994; Fox and Wallace, 1997; Fox et al., 2000; McSweeney and Sousa, 2000). Concentrations of FFAs reported for a number of cheese varieties are shown in Table 1. Excessive lipolysis is considered undesirable in many varieties (e.g., Dutch-type cheeses, Cheddar, Emmental) and cheeses containing even a moderate concentration of FFAs may be considered as rancid by some consumers (Fox et al., 1993). However, limited lipolysis is thought to be desirable in these varieties. In Emmental cheese, moderate levels of FFAs, in the range 2-7 g kg -1, are liberated during ripening and
make an important contribution to the characteristic flavour and aroma of both raw and pasteurized milk Emmental cheese (Zerfiridis et al., 1984; Steffen et al., 1993; Chamba and Perreard, 2002). Recent data for lipolysis in Emmental cheese manufactured from raw or microfihered milk, with or without various strains of propionic acid bacteria, indicate that FFAs are released during ripening by the lipolytic activity of propionic acid bacteria and starter and that the concentration of FFAs produced in the cheese is specific to the strain of Propionibacterium used for cheesemaking (Chamba and Perreard, 2002). The highest levels of lipolysis have been observed in mould-ripened cheeses; 5-10% of total triglycerides are hydrolysed in Camembert and up to 25% in Blue cheeses (Anderson and Day, 1966; Gripon et al., 1991; Gripon, 1993). Extensive lipolysis occurs in mouldripened cheeses without rancidity due to neutralization of fatty acids as the pH increases during ripening (Gripon, 1993). The most important lipolytic agents in mould-ripened cheeses are the enzymes of Penicilliurn spp., although a high proportion of free oleic acid in Camembert has been attributed to the action of the lipase of Geotrichum candidum (Gripon, 1993). In the manufacture of Danablu cheese, raw milk is separated and the resulting cream is homogenized and held before pasteurization. This process damages its MFGM and activates the LPL; additionally, homogenization reduces fat globule size and increases total fat globule surface area, providing a larger lipid-serum interface for LPL activity (Nielsen, 1993). Extensive lipolysis is also characteristic of many Italian varieties (e.g., Grana Padano and Parmigiano-Reggiano) (Woo and Lindsay, 1984; Bosset and Gauch, 1993). Arnold et al. (1975) found a direct relationship between the flavour intensity of ripened Romano-type cheese and its butyric acid content. Many Italian varieties are manufactured from raw milk (e.g., Parmigiano-Reggiano, Grana Padano, Provolone) which leads to higher levels of lipolysis in the ripened cheese due to the action of LPL. Pregastric esterase is responsible for extensive lipolysis in cheeses made using rennet paste, resulting in the characteristic 'piccante' flavour of these varieties (Fox et al., 2000; McSweeney and Sousa, 2000). High levels of lipolysis occur in smear cheeses (e.g., Limburger) (Woo et al., 1984). Brevibacterium linens is a major constituent of the surface microflora of bacterial smear-ripened cheeses and produces active lipolytic enzymes (Reps, 1993).
Measurement of Lipolysis Various quantitative techniques have been developed to monitor release of FFAs in cheese. The 'copper soaps' method is a colorimetric method enabling the
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384
Lipolysis and Catabolism of Fatty Acids in Cheese
determination of the total level of FFAs (IDE 1991). Copper soaps of fatty acids are selectively transferred to an organic phase; a coloured complex is then formed between the copper soaps and sodium diethyl dithiocarbamate, the intensity of which is related to the concentration of FFAs. While the method is sensitive and rapid (IDE 1991), the total level of FFAs is only estimated. Quantification of the total level of FFAs by extraction and titration of FFAs with alcoholic KOH gives an acid degree value (ADV), defined as the number of milliequivalents of alkali required to neutralize the FFAs in 100 g of fat. Gas chromatography (GC) has been the method most commonly used to quantify levels of individual FFAs in cheese and is the dominant technique for the routine analysis of FFAs; the flame ionization detector is robust with a wide and dynamic range, enabling accurate FFA quantification. In a review of the determination of FFAs in milk and milk products ODE 1991) methods for analysis of FFAs by GC were grouped under three headings. In the first group, FFAs are analysed directly and this group includes the method of Nieuwenhof and Hup (1971). Free fatty acids are isolated on an alkaline silica gel column, the eluate is concentrated and FFAs are quantified directly by GC. However, the silicic acid column used by Nieuwenhof and Hup (1971) was later shown to induce hydrolysis of the fat. The method of Woo and Lindsay (1982) is also included in this group; this method involves removal of lactic acid by a partition pre-column, followed by isolation of FFAs on a modified silicic acid-potassium hydroxide arrestant column. Free fatty acids are then separated in formic acidmobilized elutes on a glass column packed with diethylene glycol succinate (DEGS-PS) by GC. This GC procedure enables rapid separation and quantification of FFAs and has been used by others (Woo and Lindsay, 1984; Woo et al., 1984) to quantify individual FFAs in various cheeses. The second group of GC methods includes those of Iyer et al. (1967), McNeill and Connolly (1989) and Fontecha et al. (1990). Solvent is initially used to extract the lipid fraction from the cheese, followed by the preparation of methyl esters of FFAs and the separation and quantification of methyl esters of FFAs by GC. In general, the third group of GC methods quoted in Table 1 involves solvent extraction of the lipid fraction from the cheese, followed by separation of FFAs by, e.g., saponification (Martinez-Castro et al., 1986; Martin-Hernandez et al., 1990; MartinHern~ndez and Juarez, 1992; de la Feunte et al., 1993; Poveda et al., 1999), separation using chromatographic columns (Deeth et al., 1983; Lesage et al., 1993), or methylation to fatty acid methyl esters (FAME) (Ha and Lindsay, 1990; Kinderlerer et al., 1996; Partidario
et al., 1998; Partidario, 1999). The method of Dulley and Grieve (1974) uses steam-distillation followed by GC to quantify volatile fatty acids. The method described by de Jong and Badings (1990) is now a commonly used procedure for the quantification of FFA in cheese. Accurate and rapid determination of FFAs from C2:0 to C20:0 is achieved by direct separation of underivatized FFAs using capillary GC. In brief, the method involves extraction of FFA using ether/heptane from a cheese paste containing anhydrous sodium sulphate and H2SO 4. Extracted FFAs are then isolated using alumina or an anionexchange method (aminopropyl columns) and separation of FFAs (C2:0-C20:0) is achieved by capillary GC. Few studies have compared the different methods of FFA quantification from the same sample. According to IDF (1991), isolation of FFAs from the sample material is a vital step in any method. FFAs must be isolated from both the aqueous phase and the fat phase. Organic solvents are used in the extraction procedures of the majority of the methods referenced. According to IDF (1991), it is difficult to combine good extraction of short chain FFAs from the aqueous phase together with a good extraction from the fat phase. While these extraction methods commonly involve the use of internal standards of fatty acids dissolved in an organic solvent, this does not guarantee the completeness of the extraction procedure. Chavarri et al. (1997) compared two methods for sample preparation for the determination of FFAs in ewes' milk cheese by GC. In method 1, after fat extraction, FFAs were separated from triacylglycerides by aminopropyl bonded-phase chromatography. The fraction containing FFAs was then injected directly onto the gas chromatograph. In method 2, extracted fat was treated with tetramethylammonium hydroxide and the methyl ester derivatives were then formed in the injector. It was concluded that FFAs should be separated from the triacylglycerides before derivatization and chromatographic analysis, particularly for samples in which a minor fraction of the triacylglycerides has been hydrolysed to FFAs. Three gas chromatographic methods for the analysis of FFAs in cheese were compared by Ard/5 and Polychroniadou (1999). Method 1 included the preparation and methylation procedures described by Martinez-Castro et al. (1986) and Martin-Hern~indez etal. (1988). This involves diethyl ether extraction of fat followed by methylation with tetramethylammonium hydroxide, which results in an upper layer containing methyl esters from glycerides and a lower layer which holds the tetramethylammonium soaps of FFAs. The upper layer may be
Lipolysis and Catabolism of Fatty Acids in Cheese
used to analyse the fatty acid composition of glycerides. For FFA analysis, the bottom layer is separated, washed with ethyl ether and adjusted to pH 9. The methyl esters are then analysed by programmed GC, as described by Juarez et al. (1992). N2 or He was used as carrier gas; the column was a silica capillary column with silicone, containing 50% phenyl and 50% cyanopropyl groups as the stationary phase. Injecting samples at 300 ~ gave the best quantitative results. The derivitisation technique tested resulted in no loss of the volatile components, because the FFAs were injected in the form of soaps. Method 2 involved the extraction of fats with diethyl ether, fixation of FFAs onto an Amberlyst resin, methylation of FFAs followed by quantification of methyl esters of FFAs by GC using an FID detector. Method 3 involves extraction of fat using heptane with the addition of sodium sulphate and sulphuric acid, followed by overnight storage of samples. On the day of analysis, the sample is extracted using a mixture of diethyl ether and heptane, the mixture is then added to a NH2 Sep-Pak Vac cartridge. The cartridge is rinsed using a chloroform/isopropanol mixture, FFAs are eluted using a diethyl ether/formic acid mixture and subsequently analysed by GC. ArdO and Polychroniadou (1999) reported on the accuracy and recovery for method 1 only. The accuracy of method 1 was checked using two types of cheese; one was a fresh cheese with a low FFA content and the other a cheese that had undergone moderate lipolysis. Reproducibility values for the fresh cheese were comparable to those reported by Woo and Lindsay (1982) for Cheddar cheese; however, they were lower than those reported by McNeill and Connolly (1989) and Deeth et al. (1983) also for Cheddar cheese. Accuracy was substantially higher for cheese with a high FFA content and there was an improvement in the overall coefficient of variation. Recovery was examined by adding standard mixtures of FFAs to a sample from a cheese of known FFA content. Recoveries ranged from 91% for butanoic acid (C4:0) to 103% for octadecanoic acid (C18:0). It was concluded that this technique provides a fast and reliable method of FFA analysis in cheeses with a low FFA level and particularly for those with a high FFA level. High performance liquid chromatography (HPLC) may also be used as a method for FFA analysis (Marsili, 1985). High performance liquid chromatography can operate at ambient temperature, ensuring relatively little risk to sensitive functional groups (Christie, 1997). In the method of Kilcawley et al. (2001), C2:0, C3:0 and C4:0 were recovered by steam-distillation and quantified by ligand-exchange, ion-exclusion HPLC. C6:0 to C18:3 are derivatized to bromophenacyl esters follow-
385
ing solvent extraction and separation is achieved by reversed-phase HPLC. Bills and Day (1964) used a silicic acid column to separate FFAs, which were then quantified by titration with potassium hydroxide, using phenolphthalein as an indicator. Removal of CO2 from the air stream when titrating is vital to maintain the stability of the end point. In this method, the air stream was freed from CO2 by bubbling through 20% KOH, and IDF (1991) recommend titration under nitrogen. It was later shown that the resin used induced fat hydrolysis (McNeill and Connolly, 1989). When using a titration method to quantify FFAs, the eluate of each FFA must be titrated separately and the method is not as accurate as more sophisticated GC or HPLC methods. At present, the most suitable methods for the determination of lipolysis in cheese use GC and HPLC; levels of FFAs and FFA profiles may be determined. There is potential for increased use of established technologies, such as gas chromotographylmass spectroscopy (GC/MS) and emerging technologies, e.g., liquid chromotography/mass spectroscopy, for the measurement of FFAs. GC/MS provides very accurate qualitative and quantitative measurement of FFAs as well as the other volatile components of dairy products (see 'Instrumental Techniques', Volume 1).
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McNeill, G.P. and Connolly, J.E (1989). A method for the quantification of individual free fatty acids in cheese: application to ripening of Cheddar type cheeses. It. J. Food 5ci. Technol. 13, 119-128. McSweeney, P.L.H. and Fox, RE (1993). Cheese: methods of chemical analysis, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, 2nd edn, Fox, RE, ed., Chapman & Hall, London. pp. 389-438. McSweeney, P.L.H. and Sousa, M.J. (2000). Biochemical pathways for the production of flavour compounds in cheeses during ripening: a review. Lait 80, 293-324. McSweeney, P.L.H., Fox, RE, Lucey, J.A., Jordan, K.N. and Cogan, T.M. (1993). Contribution of the indigenous microflora to the maturation of Cheddar cheese. Int. Dairy J. 3,613-634. Meinhart, E. and Schreier, P. (1986). Study of flavour compounds from Parmigiano Reggiano cheese. Milchwissenschaft 41,689-691. Menassa, A. and Lamberet, G. (1982). Contribution/t l'etude du systeme lipolytic de Penicillium roqueforti. Lait 62, 32-43. Moinas, M., Groux, M. and Horman, I. (1975). La flaveur des fromages. 3. Mise en evidence de quelques constituants mineurs de l'arOme du Camembert. Lait 55,414-417. Moio, L., Dekimpe, J., Etievant, P.X. and Addeo, E (1993). Volatile flavour compounds of water buffalo Mozzarella cheese. Ital. J. Food Sci. 5, 57-68. Molimard, P. and Spinnler, H.E. (1996). Compounds involved in the flavor of surface mould-ripened cheeses: origins and properties. J. Dairy Sci. 79, 169-184. Morris, H.A. and Jezeski, J.J. (1953). The action of microorganisms on fats. II. Some characteristics of the lipase system of Penicillium roqueforti. J. Dairy Sci. 36, 1285-1298. Nelson, J.H., Jensen, R.G. and Pitas, R.E. (1977). Pregastric esterase and other oral lipases- a review. J. Dairy Sci. 60, 327-362. Nielsen, W. (1993). North European varieties of cheese. II. Danish cheese varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, 2nd edn, Fox, P.E, ed., Chapman & Hall, London. pp. 247-253. Nieuwenhof, EEJ. and Hup, G. (1971). Gas chromatographic determination of free fatty acids in cheese. Neth. Milk Dairy J. 25,175-182. Niki, T., Yoshioka, Y. and Ahiko, K. (1966). Proteolytic and lipolytic activities of Penicillium roqueforti isolated from Blue cheese. Proc. 17th Int. Dairy Congr., Munich D, 531-537. O'Keefe, P.W., Libbey, L.M. and Lindsay, R.C. (1969). Lactones in Cheddar cheese. J. Dairy Sci. 52,888. Olivecrona, T. and Bengtsson-Olivecrona, G. (1991). Indigenous enzymes in milk. II. Lipase, in, Food Enzymology, Vol. 1, Fox, RE, ed., Elsevier Applied Science Publications, London. pp. 62-78. Olivecrona, T., Vilaro, S. and Bengtsson-Olivecrona, G. (1992). Indigenous enzymes in milk. II. Lipases in milk, in, Advanced Dairy Chemistry. 1. Proteins, Fox, RE, ed., Elsevier Applied Science, London, UK. pp. 292-310. Olivecrona, T., Vilaro, S. and Olivecrona, G. (2003). Lipases in milk, in, Advanced Dairy Chemistry. 1. Proteins, 3rd edn, Fox, P.E and McSweeney, P.L.H., eds, Kluwer/Plenum Press, New York. pp. 473-488.
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Proteolysis in Cheese during Ripening V.K. Upadhyay, P.L.H. McSweeney, A.A.A. Magboul and P.F. Fox, Department of Food and Nutritional Sciences, University College, Cork, Ireland
Introduction As discussed in 'Biochemistry of Cheese Ripening: Introduction and Overview', Volume 1, proteolysis is the most complex and, in most varieties, the most important of the three primary biochemical events which occur in cheese during ripening. Because of its importance, the subject has been reviewed extensively (Grappin et al., 1985; Rank et al., 1985; Fox, 1989; Fox and Law, 1991; Fox etal., 1993, 1994, 1995b, 1996; Fox and McSweeney, 1996, 1997; Sousa et al., 2001). Proteolysis contributes to: 9 The development of cheese texture: - via hydrolysis of the protein matrix of cheese; - via a decrease in aw through changes to water binding by the new carboxylic acid and amino groups liberated on hydrolysis of peptide bonds. These groups are ionized at the pH of cheese and thus bind water; - indirectly via an increase in pH caused by the liberation of ammonia from amino acids produced by proteolysis. 9 Flavour and perhaps the off-flavour of cheese, - directly by the production of short peptides and amino acids, some of which have flavours; - indirectly by the liberation of amino acids which act as substrates for a range of catabolic reactions which generate important volatile flavour compounds (see 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1); - by facilitating the release of sapid compounds from the cheese matrix during mastication. Proteolysis in cheese during ripening is catalysed by proteinases and peptidases from six sources: 9 The coagulant: The enzymes involved depend on the type of coagulant used (chymosin, pepsin, fungal acid proteinases, plant acid proteinases). Residual coagulant activity retained in the curd is the major source of proteolytic activity in most cheeses except pasta-filata varieties and those with a high cook temperature in which enzymes from this source are denatured extensively.
9 The milk: A number of indigenous proteinases are present in milk, the most important of which is plasmin, which is produced from an inactive precursor, plasminogen. The action of plasmin is of particular importance in pasta-filata and high-cook cheeses (since it is a heat-stable enzyme) and in cheeses the pH of which increases during ripening (since the pH optimum of plasmin is c. 7.5). Somatic cells, recruited into milk to flight mastitic infection, contain lysosomes which contain a number of proteinases, including cathepsins D and B. 9 Starter lactic acid bacteria (LAB): The starter LAB contain a cell envelope-associated proteinase (CEE lactocepin, PrtP) which contributes to ripening principally by hydrolysing intermediate-sized and short peptides produced from the caseins by the action of chymosin or plasmin. The starter is the principal source of peptidases in cheese, which are responsible for the hydrolysis of short peptides and the liberation of amino acids. 9 Non-starter lactic acid bacteria (NSEAB): All ripened cheeses contain an adventitious secondary microflora which grows during ripening (see 'The Microbiology of Cheese Ripening', Volume 1). The proteinases and peptidases of NSLAB are generally similar to those of starter LAB and contribute to ripening in a similar fashion. 9 Secondary starter: Many cheese varieties are characterized by the development of a secondary microflora which is added to or deliberately encouraged to grow (e.g., Propionibacterium freudenreichii subsp, shermanii in Swiss-type cheese, Penicillium roqueforti in Blue cheese, P. camemberti in Camembert and Brie-type cheeses and a complex Grampositive bacterial microflora on the surface of smear cheeses). Most of these microorganisms possess potent enzyme activities, including proteinases and peptidases, which contribute greatly to proteolysis in these varieties. 9 Exogenous proteinases and peptidases: Exogenous proteolytic enzymes have been studied as a means of accelerating ripening, accentuating flavour
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-i
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392 Proteolysisin Cheese during Ripening or debittering cheese. With the exception of enzymemodified cheese (see 'Cheese as an Ingredient', Volume 2), exogenous proteinases and peptidases are not used widely in cheese manufacture, although the action of these enzymes can dominate patterns of proteolysis in cheeses in which they are used. The use of exogenous proteinases to accelerate cheese ripening was discussed by Upadhyay and McSweeney (2003). The relative importance of enzymes from each of these sources depends on the cheese variety. Techniques used to assess the relative importance of proteolytic enzymes from different sources were discussed by Fox et al. (1993) and are outlined in 'Biochemistry of Cheese Ripening: Introduction and Overview', Volume 1. This chapter will focus on the principal proteolytic enzymes found in cheese and their role in cheese during ripening, with particular emphasis on their specificity on the caseins. Most attention will be paid to enzyme systems common to many cheese varieties (i.e., enzymes from the coagulant, milk and starter). Patterns of proteolysis in individual cheese varieties and the enzymes of specific secondary microorganisms are also discussed in some chapters of Volume 2.
Enzymes from the Coagulant As discussed in 'Rennets: General and Molecular Aspects', Volume 1, chymosin (EC. 3.4.23.4), the principal proteinase in traditional rennets used for cheesemaking, is an aspartyl proteinase of gastric origin, secreted by young mammals. The principal role of chymosin in cheesemaking is to hydrolyse the Phel05~Metl06 bond of the micelle-stabilizing protein, K-casein, as a result of which the colloidal stability of the micelles is destroyed, leading to gelation at temperatures >'--20 ~ (see 'Rennet-induced Coagulation of Milk', Volume 1). Most of the rennet added to cheesemilk is removed in the whey but some is retained in the curd and plays a major role in the initial proteolysis of caseins in many cheese varieties. From --0 to 30% of the coagulant added to the cheesemilk is retained in the curd, depending on enzyme type, cooking temperature, pH at draining and the moisture content of curd. In Cheddar cheese, - 6 % of the chymosin added to the milk is retained in the curd, but the amount increases with decreasing pH at whey draining (Holmes et al., 1977; Creamer etal., 1985). Pepsins, especially porcine pepsin, are more pH-sensitive than chymosin and hence the amount of these coagulants retained in cheese curd is very strongly dependent on the pH of the milk at setting and shortly thereafter; in fact, increasing the pH of the curds-whey mixture to - 7
after coagulation of milk by porcine pepsin is one of the methods used to produce rennet-free cheese curd (see 'Biochemistry of Cheese Ripening: Introduction and Overview', Volume 1). Only 2-3% of Rhizomucor rennets is retained in Cheddar cheese curd and appears to be independent of pH (Creamer et al., 1985). In high-cooked cheeses, e.g., Emmental, chymosin is extensively denatured (Matheson, 1981; Singh and Creamer, 1990; Boudjellab et al., 1994), and makes relatively little contribution to ripening. The action of chymosin on the B-chain of insulin indicates that it is specific for hydrophobic and aromatic amino acid residues (Fish, 1957). Relative to many other proteinases, chymosin is weakly proteolytic; indeed, limited proteolysis is one of the characteristics to be considered when selecting proteinases for use as rennet substitutes (Fox, 1989; Dalgleish, 1993). The primary chymosin cleavage site in the bovine milk protein system is the Phel05mMetl06 bond in K-casein which is many times more susceptible to chymosin than any other bond in milk proteins. Ors1-, CXs2- and [3-caseins are not hydrolysed during milk coagulation but may be hydrolysed in cheese during ripening. A number of authors (Pelissier et al., 1974; Creamer, 1976; Visser and Slangen, 1977; Carles and Ribadeau-Dumas, 1984) have investigated the hydrolysis of [3-casein by chymosin. In solution in 0.05 M Na acetate buffer, pH 5.4, chymosin cleaves [3-casein at seven sites: Leu192--Tyr193 > Ala189--Phe190 > Leu165~Ser106 = Gln107~Ser168 = Leu163--Ser164 > Leu139--Leu150 = Leu127~Thr128 (Visser and Slangen, 1977). The parameters, KM and kcat, for the action of chymosin on the bond Leut92~Tyr193 are 0.075 mM and 1.54 s -1, respectively, for micellar ]B-casein and 0.007 mM and 0.56 s -1 for the monomeric protein (Caries and Ribadeau-Dumas, 1984). NaC1 inhibits the hydrolysis of [3-casein by chymosin to an extent dependent on pH; hydrolysis is strongly inhibited by 5% and completely by 10% NaC1 (Mulvihill and Fox, 1978). The primary site of chymosin action on oLsl-casein is Phe23~Phe24 (Hill et al., 1974; Caries and RibadeauDumas, 1985; McSweeney et al., 1993b). Cleavage of this bond is believed to be responsible for the initial softening of cheese texture (de Jong, 1976; Creamer and Olson, 1982) and the small peptide (%1-CN f l - - 2 3 ) is hydrolysed rapidly by starter proteinases. The specificity of chymosin on Otsl-casein in solution was studied by Pelissier et al. (1974), Mulvihill and Fox (1979a), Pahkala et al. (1989) and McSweeney etal. (1993b). In 0.1 M phosphate buffer, pH 6.5, chymosin cleaves Otsl-casein at Phe23mPhe24, Phe28 Pro29, Leu40~Ser41, Leu149~Phe150, Phe153~ Tyr154,
Proteolysis in Cheese during Ripening 393 Leu156--Asp157, Tyr159--Pro160 and Trp164--Tyr165 (McSweeney et al., 1993b). These bonds are also hydrolysed at pH 5.2 in the presence of 5% NaC1 (i.e., similar to the conditions in many cheese varieties), and, in addition, LeUll--PrOl2, Phe32--Gly35, LeUl01-LySl02, Leu142--Ala144 and Phe179--Ser180. The rate at which many of these bonds are hydrolysed depends on the ionic strength and pH, particularly LeUl01--LySl02 which is cleaved far faster at the lower pH. The kcat and KM for the hydrolysis of Phe23--Phe24 bond of OLsl-casein by chymosin is 0.7 s -~ and 0.37 mM, respectively (Caries and Ribadeau-Dumas, 1985). The hydrolysis of OLsl-casein by chymosin is influenced by pH and ionic strength (Mulvihill and Fox, 1977, 1980). OLs2-Casein appears to be relatively resistant to proteolysis by chymosin; cleavage sites are restricted to the hydrophobic regions of the molecule (sequences 90-120 and 160-207), i.e., Phe88--Tyr89, Tyr95-Leu96, Gln97--Tyr98, Tyr98--Leu99, Phe163--Leu164, Phe174--Ala175 and Tyr179--Leu180 (McSweeney et al., 1994b). Although para-n-casein has several potential chymosin cleavage sites, it does not appear to be hydrolysed either in solution or in cheese (Green and Foster, 1974). Presumably, this reflects the relatively high level of secondary structure in K-casein compared to the other caseins (see Swaisgood, 1992); it would be interesting to investigate the hydrolysis of para-n-casein by chymosin or pepsin in the presence of a high concentration of urea (pepsin is active in 8 M urea). Good quality veal rennet contains about 10% bovine pepsin (EC 3.4.23.1; Rothe et al., 1977) but many 'calf rennets' contain up to 50% bovine pepsin. The proteolytic products produced from Na-caseinate by bovine pepsin are similar to those produced by chymosin (Fox, 1969), although, as far as we are aware, the specificity of bovine or porcine pepsins on bovine caseins has not been determined rigorously. However, Mulvihill and Fox (1979b) compared the hydrolysis of bovine, ovine, caprine and porcine [3-caseins by chymosins and pepsins from these species. The large peptides produced (detectable by urea-polyacrylamide gel electrophoresis) suggested generally similar specificities for chymosins and pepsins although differences were apparent in the short (pH 4.6-soluble) peptides. Pepsins were more proteolytic than the corresponding chymosins. For many years, the supply of calf rennet has been insufficient to meet demand, and much effort has been expended on searching for suitable rennet substitutes for cheesemaking (see Green, 1977; Phelan, 1985). Several proteinases have been assessed but only bovine pepsin and proteinases from Rhizomucor pusillus,
R. miehei and Cryphonectria parasitica have been used extensively in commercial practice (Phelan, 1985; van den Berg, 1992); blends of calf rennet and porcine pepsin (50:50) have been used in the past with generally satisfactory results. Of these rennets, that from R. miehei is the most widely used (under various trade names) and gives generally satisfactory results. The gene for R. miehei proteinase has been cloned in Aspergillus oryzae, resulting in a rennet containing less contaminating proteolytic enzymes. This coagulant was found to be acceptable for the manufacture of Cheddar cheese (Chen et al., 1994). C. parasitica proteinase is considerably more proteolytic than chymosin (Tam and Whitaker, 1972), especially on [3-casein, and is rarely used for cheesemaking except for high-cooked varieties (e.g., Swiss), in which the proteinase is extensively denatured by the high cook temperature. The specificity of many of these enzymes on the oxidized B-chain of insulin was summarized by Green (1977). Preliminary studies on the hydrolysis of sodium caseinate by fungal rennets were reported by Tam and Whitaker (1972) and later by Phelan (1985). Rea (1997) compared hydrolysates of sodium caseinate by chymosin, R. miehei proteinase and C. parasitica proteinase; the specificities of the three enzymes on the caseins were clearly very different (C. parasitica was particularly active on [3-casein). However, the bonds cleaved by the fungal proteinases have not been reported (except that the primary cleavage of K-casein by C. parasitica proteinase is at Serl04--Phel05, rather than Phel05--Metl06 which is cleaved by chymosin and R. miehei proteinase (Drohse and Foltmann (1989)).
Indigenous Proteinases in Milk Plasmin Milk contains a number of indigenous proteinases, of which plasmin (EC 3.4.21.7) is the most important with respect to cheese ripening. Plasmin is a trypsinlike serine proteinase with pH and temperature optima of "-7.5 and 37 ~ respectively. Plasmin is secreted into blood as its inactive zymogen, plasminogen, which is then activated to plasmin, the principal function of which in blood is to degrade fibrin clots. A complex plasminogen/plasmin system exists in blood, comprised of plasmin, plasminogen, plasminogen activators (PA), plasmin inhibitors, and inhibitors of PA, all of which are also present in milk. A diagrammatic representation of the plasmin/plasminogen system in milk is shown in Fig. 1. In milk, plasminogen, plasmin and PA are associated with the casein micelles while plasmin inhibitors and inhibitors of PA are in
394
Proteolysis in Cheese during Ripening
P l a s m i n o g e n activator inhibitors
P l a s m i n o g e n activators 4- . . . . . . . . .
Plasminogen
v
-- Plasmin*- . . . . . . . . . .
Casein
"
- Plasmin inhibitors
,, Polypeptides
Figure 1 Plasmin/plasminogen system in milk (adapted from Bastian and Brown, 1996).
the serum phase. Plasmin has trypsin-like specificity, showing preference for bonds of the type Lys--X and, to a lesser extent Arg~X, and acts on caseins in the order [3 ~ OLs2>> e~sl, while K-casein appears to be resistant to hydrolysis by plasmin (Bastian and Brown, 1996). [3Casein has 15-17 (depending on the genetic variant) potential plasmin-susceptible bonds, but only three are hydrolysed at significant rates in milk, Lys28mLys29, LySl05--Hisl06 and LySl07---Glul08, hydrolysis of which results in the release of yl-CN (~-CN f29-209), y2-CN ([3-CN f106---209), y3-CN (~-CN f108-209), proteose peptone (PP)8 fast ([3-CN fl-28), PP8 slow [3-CN (f29-105) and (f29-107) and PP5 (~-CN fl-105 and 1-107) (Fig. 2). In solution, plasmin hydrolyses [3-casein at LysgF----Va198,LySll3mTyrll4, LySlogmVal170, Lys176~Ala177, Arg183mAsp184, Arg202~Gly203 as well as at Lys28~Lys20, Lyslos~HiSlo6 and LySlO7---Glul08 (Fox et al., 1994). O~s2-Casein is also a good substrate for plasmin. In buffered systems, plasmin hydrolyses Ots2-casein at Lys21~Gln22, Lys24~Asn25, Lys149~Lys150, LySlso~Thrls1, Lys181mThr182, Lys188~Ala189,
Lys197mThr198 and Argll4mASnll5 (Le Bars and Gripon, 1989; Visser et al., 1989), but it has not yet been determined whether peptides resulting from cleavage at these sites are produced in milk or dairy products, although this is likely since the concentration of e~s2-casein, which is a poor substrate for chymosin, decreases in cheese during ripening (Fox and McSweeney, 1997). Otsl-Casein is less susceptible to hydrolysis by plasmin than [3-casein (Andrews and Alichanidis, 1983). However, Le Bars and Gripon (1993) identified seven Lys~X and four Arg~X plasminsusceptible bonds in CZsl-casein while McSweeney et al. (1993c) identified 12 Lys~X and 5 Arg~X plasminsusceptible bonds in e~sl-casein (Lys3mHis4, Lys7--Hiss, Arg22~Phe23, Lys34--Glu35, Lys36--Lys37, Lys58~ Gln59, Lys79mHisso, Arg90mTyrgl, Arg]oo~LeUl01, LySlo2--LySl03, LySlo3~Tyrl04, Lyslos~Vall06, arg119~ LeUl20, Lys124~Glu125, Gln131mLys132, ArglslmGln152, Lys193~Thr194), including all those reported by Le Bars and Gripon (1993). It is likely that ~,-caseins originate as a result of hydrolysis of Ots]-casein by plasmin (Aimutis
L,s,o,TiSlLs,1,TTr,,,
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"l-Caseins
Probable
13-CNfl-28 13-CNf29-105 13-CNf29-107 13-CNf29-113 13-CN f1-105 13-CNf1-107
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Figure 2 Hydrolysis of 18-casein by plasmin (adapted from Fox et
aL,
1994).
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Proteolysis in Cheese during Ripening and Eigel, 1982; O'Flaherty, 1997). The resistance of K-casein to hydrolysis by plasmin is probably due to the carbohydrate moieties attached to its C-terminal region (Doi et al., 1979). Since they are associated with the casein micelles, plasmin, plasminogen and PA are incorporated into the cheese curd but plasmin inhibitors and inhibitors of PA are present in the cheese whey (Bastian and Brown, 1996). The contribution of plasmin to proteolysis varies depending on cheese type. Farkye and Fox (1990) found that plasmin activity in cheese was in the order Emmental>Blamey= Romano-type> Gouda> Cheddar> Cheshire cheeses. Many factors (e.g., cooking temperature, pH during ripening) contribute to this difference in plasmin activity in cheese. Plasmin is the primary proteolytic agent in Swiss-type cheese due to the fact that these cheeses are cooked at a high temperature (-55 ~ at which most of the coagulant, chymosin, is inactivated, while plasmin, which is a heat-stable enzyme, survives cooking. At high cooking temperatures, activation of plasminogen occurs, probably due to heat-induced inactivation of inhibitors of PA and of plasmin (Farkye and Fox, 1990). Hence, differences in plasmin activity between Swiss and Cheddar cheeses are due to differences in the cooking temperature used in the manufacturing protocols. Plasmin also plays a major role in ripening of mould-ripened (e.g., Camembert) and smear-ripened (e.g., Tilsit) cheese varieties. During ripening of Camembert-type cheese, catabolism of lactic acid and deamination of amino acids with the production of NH3 by the mould on the surface of the cheese result in an increase in the pH of the surface layer to --~7.0. Gradually, the pH of the interior of the cheese also increases due to the outward migration of lactic acid and the inward migration of NH3 (see 'Metabolism of Residual Lactose and of Lactate and Citrate', Volume 1). The increased pH facilitates the action of plasmin, which contributes significantly to proteolysis in these cheeses (Gripon, 1993). The pH of the surface layer of smearripened cheeses also increases during ripening, which facilitates plasmin action on the caseins and influences the quality of these cheese varieties (O'Farrell et al., 2002). Due to the significance of plasmin to proteolysis during the ripening of many cheese varieties, a number of attempts have been made to increase plasmin activity in cheese using different approaches. Farkye and Fox (1992) added exogenous plasmin to cheesemilk for Cheddar cheese. The level of water-soluble N in cheese enriched with plasmin was - 2 0 % higher than in the control cheeses. As expected, increased plasmin activity did not increase the level of phosphotungstic acid-soluble N, which is mainly due to free amino acids. The authors claimed superior organolep-
395
tic quality for the plasmin-enriched cheese. Somers et al. (2002) enriched milk for the manufacture of Mozzarella-type cheese with plasmin; greater hydrolysis of [3-casein by plasmin was observed in the experimental cheeses compared to the control, but enzyme treatment did not affect the composition or functionality of the cheese. Primary proteolysis (as measured by levels of pH 4.6-soluble N and urea-polyacrylamide gel electrophoresis, PAGE), was accelerated in smearripened cheese made from plasmin-enriched milk (O'Farrell et al., 2002). Farkye and Fox (1991), who added 6-aminohexanoic acid, a plasmin inhibitor, to stirred-curd Cheddar cheese, found slower degradation of [3-casein compared to control cheese. Successful attempts have been made to accelerate proteolysis in cheese by increasing plasmin activity by the use of exogenous PA (e.g., urokinase) in the manufacture of Cheddar (Barrett et al., 1999), Swiss (Bastian et al., 1997), ultrafiltered Havarti and Saint Paulin (Bastian et al., 1991) cheeses. Bastian et al. (1991) manufactured Havarti and Saint-Paulin cheese by traditional or ultrafiltration (UF) technology and added urokinase and KIO3, individually and in combination, to UF retentate before cheesemaking. Addition of urokinase increased plasmin activity in UF Havarti and Saint-Paulin cheese and increased proteolysis. Swiss cheese manufactured from milk containing 0.05 UL-1 or 0.5 UL -1 urokinase showed increased plasmin activity and faster degradation of [3-casein than control cheese (Bastian et al., 1997). The use of exogenous urokinase in the manufacture of Cheddar cheese resulted in activation of plasminogen and acceleration of proteolysis compared to control cheese (Barrett et al., 1999). Streptokinase, an extracellular protein secreted by Streptococcus uberis, forms a 1:1 complex with plasminogen, inducing a conformational change in plasminogen, which renders the proteinase active without prior proteolytic cleavage. The active streptokinase-plasminogen complex is then able to convert other plasminogen molecules to plasmin by proteolysis (Johnsen et al., 2000). Streptokinase activated most of the plasminogen in milk and increased plasmin activity in experimental Cheddar cheese compared to controls (V.K. Upadhyay, unpublished). Proteolysis in the cheese was accelerated as indicated by an increased level of pH 4.6-soluble nitrogen, breakdown of [3-casein and the production of hydrophobic peptides. In an alternative approach, V.K. Upadhyay (unpublished) used a starter strain, which had been genetically modified to produce streptokinase, for the manufacture of Cheddar cheese; plasminogen was activated to plasmin, and proteolysis in the cheese during ripening was accelerated.
396
Proteolysis in Cheese during Ripening
All the approaches for increasing plasmin activity in different cheese varieties have accelerated proteolysis. However, plasmin activity is not rate-limiting for flavour development in cheese during ripening as plasmin is responsible for the production of large to intermediate-sized peptides (Farkye and Fox, 1992), which do not contribute directly to flavour. However, plasmin may have an indirect role in cheese flavour by producing intermediate-sized peptides which are hydrolysed further by lactocepin and starter peptidases, ultimately to free amino acids, which are important precursors of volatile flavour compounds (see 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). Other indigenous proteinases
During mastitis, there is an increase in the somatic cell count of milk as a result of increased transfer of leukocytes from blood to milk. Somatic cells contain many active proteinases, including cathepsins B, D, G, H, L and elastase (Kelly and McSweeney, 2003). The presence of cathepsins D and B in milk is confirmed. However, it is likely that other lysosomal proteinases are also present in milk. Cathepsin D is an aspartic proteinase located in the lysosomes of mammalian cells and has pH and temperature optima of 4.0 and 37 ~ respectively. Cathepsin D is synthesized on the rough endoplasmic reticulum as its inactive form, procathepsin D. Procathepsin D is converted autocatalytically to pseudocathepsin D which is then converted to mature active cathepsin D by further proteolysis, mediated by cysteine proteinases. Larsen and Petersen (1995) purified five molecular forms of cathepsin D, having apparent molecular masses of 46, 45, 43, 39 and 31 kDa, from bovine milk; the 46 and 45 kDa forms corresponded to procathepsin D (the reason for this variability in molecular mass is unknown; Hurley et al., 2000a), 43 kDa to pseudocathepsin D and 39 and 31 kDa to mature single-chain and heavychain cathepsin D, respectively (Fig. 3). However, Larsen and Petersen (1995) did not detect a band that corresponding to light chain cathepsin D (14 kDa), probably due to lack of sensitivity of their experimental methods. The concentration of cathepsin D in skimmed milk and whey is estimated to be 0.4 and 0.3 p~g m1-1, respectively, indicating that it is a serum protein (Larsen et al., 1996). Therefore, little cathepsin D would be expected in cheese. Furthermore, cathepsin D only partially survives heat treatment at 55 ~ for 30 min (45% survival) or HTST pasteurization (72 ~ • 15 s) (8% survival) (Larsen et al., 2000" Hayes et al., 2001). Hydrolysis of the caseins by cathepsin D has been studied in model systems. Kaminogawa et al. (1980) reported that cathepsin D partially purified from milk
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hydrolyses Otsl-casein with the production of a peptide with a molecular mass similar to Otsl-CN (f24-199), a peptide that is produced from %l-casein by chymosin (Fig. 4a) (McSweeney et al., 1993b). Bonds in %lcasein susceptible to the action of cathepsin D include Phex3~Phe24, Phe24~Va125, Leu98~Leu99 and Leu149~ Phe150 (Larsen et al., 1996). Cathepsin D hydrolyses [~-casein to peptides similar to those produced by chymosin (Fig. 4b); susceptible bonds include Phe52~ Alas3, Leu58~Va159, Pro81~Va182, Ser96~Lys97, Leu125~Thr]26, Leu]27~Thr128, Trp]43~Met144, Phe157~Pro158, Ser161~Val162, Leu165~Ser166, LeUlg]~Leu192, Leu192~Tyr]93 and Phe205~Pro206. However, hydrolysates of %2-casein produced by cathepsin D differ markedly from those produced by chymosin and have very few peptides in common when analysed by urea-PAGE and reversed phase-high performance liquid chromatography (RPHPLC) (McSweeney et al., 1995). Cathepsin D-sensitive bonds in Ots2-casein include Leu99~Tyrloo, Leu123~ Asn124, Leu180~Lys181 and Thr182~Val]83 (Larsen etal., 1996). Cathepsin D hydrolyses K-casein at Leu32~Ser33, Leu79~Serso and Phelos~Metl06. Two cleavage sites for cathepsin D on ot-lactalbumin have been identified (Leu52~Phe53 and Trplo4~LeUl05), while [3-1actoglobulin appears to be resistant to this enzyme (Larsen et al., 1996). Although the specificity of cathepsin D is similar to that of chymosin, it coagulates milk poorly (McSweeney et al., 1995). It is very difficult to assess the contribution of cathepsin D to proteolysis in cheese made with rennet due to the low level of cathepsin D and the masking effect by the much larger level of chymosin in cheese. Wium et al. (1998) reported that Otsl-CN (f24-199) was produced in a Feta-type cheese made without the addition of rennet from pasteurized, homogenized, ultrafiltered milk, acidified using gluconic acid-g-lactone (GDL),
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Proteolysis in Cheese during Ripening 399 which was attributed to the action of cathepsin D. Hurley et al. (2000b) made Quarg, from raw skim milk, pasteurized skim milk or raw skim milk with added pepstatin (a potent inhibitor of aspartyl proteinases) by acidification using GDL. Reversed phase-high performance liquid chromatography of the water-soluble fraction of the cheeses made from raw or pasteurized skim milk showed peptides eluting at 46-48 min, but these peptides were absent from the profiles of pepstatin-treated cheese, suggesting indigenous aspartyl proteinase activity in Quarg, presumably cathepsin D. Cathepsin D activity may contribute to a low extent to the degradation of Otsl-casein in high-cooked cheese varieties (e.g., Swiss-type, Parmigiano-Reggiano) in which most of the chymosin is inactivated. The presence of cysteine proteinase activity in bovine milk has been reported (Suzuki and Katoh, 1990; O'Driscoll etal., 1999). Mammalian cysteine proteinases (cathepsins B, H, L and I) are lysosomal enzymes that are synthesized as proenzymes (MW 37-55 kDa), which are later converted to catalytically active forms (MW 23-30 kDa) (Barrett and Kirschke, 1981; Zeece et al., 1992; Kirschke etal., 1998). Magboul et al. (2001) resolved five fractions (fI-fV) with cysteine proteinase activity by ion-exchange chromatography of acid whey on Q-Sepharose. Fractions fiII and fV were the most active and were capable of hydrolysing Otsz- and [3-caseins. Immunoblotting of fllI with antibodies to the bovine lysosomal cysteine proteinase, cathepsin B, indicated the presence of cathepsin B in fill. Partially purified fill retained 20% of its original activity when heated at 72 ~ • 30 s. It is possible that cathepsin B may contribute to cheese ripening but further research is required to determine its role, if any, and the distribution of this enzyme in milk. Cathepsin G is a serine proteinase with a molecular mass of 24-26 kDa. In solution, cathepsin G readily hydrolyses o%1-and [3-casein extensively, including some sites that are very close, or identical, to chymosin cleavage sites; it produces Otsl-CN (fl-23) by cleavage of the Phe23mPhe24 (Fig. 4a) (Considine et al., 2002). Many cathepsin G cleavage sites in Otsl- and [3-caseins are also close to those of plasmin. Cathepsin G has broad specificity on o%1-and ]3-caseins and hence it is possible that it may contribute to proteolysis in cheese made from high SCC milk; however the presence of this enzyme in milk has not been demonstrated. Elastase, a serine proteinase with a molecular weight of 29.5 kDa, is an important lysosomal enzyme in somatic cells, although its presence in milk has not been demonstrated. Elastase can hydrolyse a wide variety of proteins, including Otsl- and [3-caseins and has many cleavage sites in common with chymosin,
plasmin and the lactocepin of Lactococcus (Considine et al., 1999, 2000). Hence, if elastase is present in milk, it may contribute to proteolysis in cheese during ripening. Of all the indigenous enzymes discussed above, only plasmin and, to a lesser extent, cathepsin D, have been studied in detail. Research to establish the presence of the other enzymes in milk, and to elucidate their role in proteolysis in cheese during ripening is needed.
Proteolytic Enzymes of LAB Lactic acid bacteria are fastidious organisms that have complex amino acid requirements (Law et al., 1976; Morishita et al., 1981; Chopin, 1993). The concentrations of amino acids in milk are below the nutritional requirements for the growth of the auxotrophic LAB to high cell populations. When growing in milk, their complex proteolytic system degrades mainly caseins into small peptides and amino acids which fulfil their nutritional requirements and inadvertently contribute to the flavour of fermented dairy products (Law and Mulholland, 1995; Steele, 1995). Many components of the proteolytic system of LAB have been purified and characterized and most of the corresponding genes have been cloned and sequenced (for reviews of the extensive literature on this subject, see Pritchard and Coolbear, 1993; Bockelmann, 1995; Exterkate, 1995; Poolman et al., 1995; ]uillard et al., 1996; Kunji et al., 1996; Law and Haandrikman, 1997; Christensen et al., 1999). The best-studied proteolytic system among the LAB is that of Lactococcus followed by themophilic Lactobacillus spp. because of their economic importance as starter cultures in dairy fermentations. The proteolytic systems of mesophilic lactobacilli, which dominate the non-starter microflora of Cheddar, Dutch-type and probably most cheeses during ripening 0ordan and Cogan, 1993; Williams and Banks, 1997; 'The Microbiology of Cheese Ripening', Volume 1), have received less attention. The main components of the proteolytic system of LAB are proteinases (mainly the cell envelope-associated proteinase, CEP, or lactocepin; EC 3.4.21.96), although intracellular proteinases have been reported; Muset et al., 1989; Akuzawa et al., 1990), amino acid and peptide transport systems, and a range of intracellular peptidases. During the growth of LAB in milk, the initial step in casein degradation is performed by lactocepin and the short peptides produced are taken up by the cell via peptide transport systems (Juillard et al., 1995). Further degradation to amino acids is catalysed by a number of intracellular peptidases (Kunji etal., 1996; Law and Haandrikman, 1997; Christensen etal., 1999). The starter stops growing in cheese curd soon after the end of manufacture due to the low pH, increasing NaC1
400
Proteolysis in Cheese during Ripening
concentration, low temperature and lack of a fermentable carbohydrate substrate (see 'The Microbiology of Cheese Ripening', Volume 1). However, its enzymes play a very important role in proteolysis during ripening, particularly when intracellular enzymes are released from the cell following lysis. The rate of secondary proteolysis is higher in cheese made with fast-lysing than that with slow-lysing starter strains (Wilkinson et al., 1994; O'Donovan etal., 1996; Morgan etal., 1997; Martfnez-Cuesta et al., 2001; Hannon et al., 2003). Proteinases from LAB
Immunogold-labelling and genetic studies have shown that lactocepin is located outside the lactococcal cell (Hugenholtz et al., 1987; de Vos and Siezen, 1994). Calcium is necessary for stable attachment of lactocepin to the cell envelope; the proteinase is released by incubation of the cells in a calcium-free buffer, a characteristic which is usually exploited as the first step in isolation procedures (Mills and Thomas, 1978; McSweeney et al., 1993a). Lactocepins have a molecular mass of c. 140 kDa and a pH optimum of 5.5-6.5 (Law and Haandrikman, 1997). The lactocepins from a number of Lactococcus strains have been characterized biochemically and genetically; they are homologous with the subtilisin family of serine proteinases, with similar catalytic domains (Pritchard and Coolbear, 1993; Kok and de Vos, 1994; Kunji et al., 1996; Law and Haandrikman, 1997; Siezen, 1999; 'Starter Cultures: General Aspects', Volume 1). The lactocepins and subtilisins have a conserved active site triad, consisting of aspartic acid, histidine and serine. A region of 107 residues which includes the active site and the substrate-binding region is highly conserved (Law and Haandrikman, 1997). Lactocepins of Lactococcus were initially classified into two broad groups, Pl- and Piii-type proteinases (Tan etal., 1993). Pi-Type enzymes (e.g., produced by Lc. lactis subsp, cremoris HP and Wg2) degrade [3-casein rapidly but act only slowly on Otsl-casein whereas Pill-type proteinases (e.g., AM1 and SK11) hydrolyse [3-casein differently to Pi-type strains and rapidly hydrolyse C~sl- and K-caseins (Visser et al., 1986; Fox and McSweeney, 1996; Law and Haandrikman, 1997). Although this broad classification scheme remains useful, it soon became apparent that the lactocepin of certain strains of Lactococcus had a specificity intermediate between PI- and Phi-type enzymes. The nucleotide sequence of the gene encoding all lactocepins is very similar (>98% homology; Kok et al., 1988; Vos etal., 1989a,b) and alteration of a few amino acid residues in the enzyme can alter its specificity. Exterkate et al. (1993) proposed a classification
scheme for lactocepins based on their specificity on the peptide, Otsl-CN (fl-23), which is released early in cheese ripening by the action of chymosin (Fig. 5). The specificity of the lactocepins from a number of strains of Lactococcus on Ors1-, OLs2-, 13- and K-caseins is summarized in Figs 6-9. The primary role of lactocepin is to degrade the caseins to provide short peptides to support the growth of the lactococcal cells in milk. However, its role in cheese ripening is different. Peptides isolated from Cheddar cheese, the N- or C-terminus of which corresponds to the specificity of lactocepin, do not contain a major chymosin or plasmin cleavage site (Fox and McSweeney, 1996), suggesting that chymosin or plasmin act first and that lactocepin then hydrolyses the resulting intermediate-sized peptides. A number of authors have investigated the action of lactocepins on peptides produced from the caseins by the action of chymosin (Fig. 10). Cell envelope-associated proteinases with properties similar to the lactococcal lactocepins have also been isolated from a number of strains of Lactobacillus (see Kunji et al., 1996; Law and Haandrikman, 1997; Christensen et al., 1999). Although much less well studied than the lactocepins, Lactococcus spp. also possess intracellular proteinases. Muset et al. (1989) isolated an intracellular metalloproteinase from Lc. lactis subsp, lactis NCDO763 which was optimally active at pH 7.5 and 45~ and exhibited thermolysin-like specificity. Akuzawa et al. (1990) identified four intracellular proteinases with caseinolytic activity. The enzymes with activity on casein ranged in molecular mass from 12 to 160 kDa and were optimally active at pH 5.5-7.0. Two enzymes were metalloproteinases, one had a serine catalytic mechanism and one was a thiol proteinase. The authors also obtained eight fractions with activity on benzgloxycarbonyl-L-Phe-L-Arg-7(4-methyl) coumarylamide but none of the eight fractions was able to hydrolyse casein. Three intracellular proteinases (P1, dimeric, M r = 1 2 4 k D a ; P2, monomeric, Mr = 64 kDa and P3, monomeric, Mr = 47 kDa) were demonstrated in the cytoplasmic fraction of the lactocepin-negative strain, Lc. lactis subsp, cremoris MG1363, by Stepaniak et al. (1996). P1 was a metalloproteinase while P2 and P3 were serine proteinases. The enzymes were optimally active at pH 7.0 and 35 ~ (P1) or pH 7.5 and 45 ~ (P2, P3). Peptidases
While the role of lactocepin when the cell is growing in milk is the degradation of caseins to oligopeptides,
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Reportedcleavage sites for lactocepinson bovine o%2-casein (from Monnet et aL, 1992).
the hydrolysis of these peptides (after internalization into the cell) to amino acids is catalysed by peptidases. Many different peptidases from LAB have been characterized biochemically and genetically (see Kun]i et al., 1996; Law and Haandrikman, 1997; Christensen et al., 1999; Siezen et al., 2002). The biochemical properties of the peptidases from cheese-related bacteria characterized to date are shown in Table 1. While the role of some of these peptidases (e.g., endopeptidases) is the degradation of oligopeptides to shorter peptides, exopeptidases function to release one or two amino acids at a time from short peptides. Based on their substrate specificity, peptidases are classified into different groups, as shown in Fig. 11.
Endopeptidases Several endopeptidases have been reported in lactococci and lactobacilli (Table 1), most of which are monomeric metallopeptidases. On the basis of substrate specificity, LAB appear to possess three types of endopeptidases (Monnet etal., 1994). PepO is a monomeric metallopeptidase with a molecular mass of ---70 kDa. It is capable of efficiently hydrolysing Metenkephalin, bradykinin, substance P, glucagon, oxidized B-chain of insulin and several casein fragments but not di-, tri- or tetra-peptides. PepO was the first endopeptidase for which the gene was sequenced (Mierau et al., 1993). The pepO gene is located immediately downstream of the genes for the oligopeptide transport system, indicating that the two systems are physiologically linked (Tynkkynen et al., 1993). Another oligopeptidase, designated PepE specifically cleaves the Phe--Ser bond in bradykinin and was purified from Lc. lactis subsp, lactis NDCO 763; its gene (pepF) was cloned and sequenced (Monnet et al., 1994). This enzyme is a monomeric metallopeptidase of "~70 kDa and is capable of hydrolysing peptides containing 7-17 amino acids with broad specificity but not smaller or larger peptides. PepF is unable to hydrolyse Metenkephalin, which is a good substrate for PepO.
A gene (pepE) encoding a thiol-dependent endopeptidase has been isolated from Lb. helveticus CNRZ32 (Fenster etal., 1997). The deduced amino acid sequence of PepE showed high homology with PepC from Lb. delbrueckii subsp, lactis DSM7290 (Klein et al., 1994a), Lb. helveticus CNRZ32 (Fernandez et al., 1994; Vesanto et al., 1994), Sc. thermophilus CNRZ302 (Chapot-Chartier et al., 1994) and Lc. lactis subsp, cremoris AM2 (Chapot-Chartier et al., 1993). Fenster et al. (1997) isolated and characterized recombinant PepE; the general properties of this enzyme indicated that it was different from the other metallo-endopeptidases characterized from LAB.
Di- and tripeptidases Tripeptidases (PepT) purified from LAB are generally di- or tri-meric metallopeptidases (Table 1) with broad specificity, capable of hydrolysing tripeptides with acidic, basic or neutral N-terminal amino acid residues. A broad-specificity general dipeptidase, PepV, which hydrolyses only dipeptides, is found in LAB (Kunji et al., 1996; Law and Haandrikman, 1997). A number of dipeptidases with similar properties have been purified and characterized from strains of Lactococcus and Lactobacillus (see Table 1). Most of the dipeptidases isolated from LAB are monomers with a molecular mass in the range 40-55 kDa (Table 1). With the exception of a dipeptidase from Lb. helveticus 53/7, which was reported to have a thiol catalytic mechanism (Vesanto et al., 1996), all the dipeptidases characterized to date are metallopeptidases (Table 1). All dipeptidases of LAB show broad specificity and are capable of hydrolysing all dipeptides except those containing a proline residue. Carboxypeptidases Carboxypeptidases are exopeptidases which catalyse the hydrolysis of peptides from the C-terminal. No carboxypeptidase activity has been detected in lactococci but some activity towards N-terminal-blocked
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Endopeptidases (PepO, PepF)
Exopeptidases Aminopeptidases (PepN, PepA, PepC, PepL)
Iminopeptidase (Pepl)
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Figure 11 Schematic representation of the action of peptidases found in lactic acid bacteria.
peptides has been reported in strains of lactobacilli (Abo-Elnaga and Plapp, 1987; E1 Soda et al., 1987a,b). There are no reports on the purification and characterization of a carboxypeptidase from Lactobacillus or other LAB.
Aminopeptidases The most thoroughly studied exopeptidase from LAB is the general aminopetidase, PepN. In most strains studied, this enzyme is a monomeric metallopeptidase of 85-98 kDa. PepN is a broad specificity aminopeptidase; in addition to p-nitroanilide (pNA) derivatives of amino acids, the enzyme is capable of hydrolysing a wide range of peptides differing in both size and
amino acid composition (Arora and Lee, 1992; Miyakawa et al., 1992; Tan et al., 1992a,b; Niven et al., 1995; Sasaki et al., 1996). Substrates with a hydrophobic or basic amino acid residue at the N-terminal are hydrolysed preferentially. The ability to hydrolyse peptides containing hydrophobic amino acids suggests its potential as a debittering enzyme. The addition of PepN from Lc. lactis subsp, cremoris Wg2 was found to be effective in reducing the bitterness of tryptic digests of [3-casein (Tan et al., 1993). The manufacture of cheese using PepN-negative mutants resulted in increased bitterness (Baankreis, 1992). Generally, PepN does not hydrolyse substrates with Glu, Asp or Pro at the N-terminal or dipeptides containing Pro
412
Proteolysis in Cheese during Ripening
(Tan etal., 1991; Arora and Lee, 1992; Miayakawa et al., 1992; Tan et al., 1993). However, PepNs from Lb. delbrueckii subsp, bulgaricus B14 (Wohlrab and Bockelmann, 1993) and Lb. helveticus SBT 2171 (Sasaki et al., 1996) hydrolysed Pro-containing substrates. Specificity studies indicated that the PepN from Lc. lactis subsp, cremoris Wg2 was active on oligopeptides with a preference for peptides with six amino acid residues (Niven et al., 1995). PepC in LAB is a metal-independent general aminopeptidase (Kunji et al., 1996; Table 1). PepCs from Lactococcus and Lactobacillus strains characterized so far are muhimeric thiol aminopeptidases which are inhibited by p-chloromercuribenzoate and iodoacetamide (Neviani et al., 1989; Wohlrab and Bockelmann, 1993; Fernandez de Palencia et al., 1997). In both cases, the subunit molecular mass of the enzyme is ---40-50 kDa. PepC shows broad specificity, with particularly high activity on synthetic substrates containing a hydrophobic amino acid but exhibits little activity on peptides with positively charged amino acid residues (Neviani et al., 1989; Wohlrab and Bockelmann, 1993; Fernandez de Palencia et al., 1997; Mistou and Gripon, 1998). A gene (pepG) encoding a novel cysteine aminopeptidase and with a high degree of similarity to PepC has been identified in Lb. delbrueckii subsp, lactis DSM7290 by Klein et al. (1997). These authors over-expressed the pepG gene in E. coli and compared the enzyme to PepC; although both enzymes were structurally related, they had different substrate specificities. Lactococcal glutamyl/aspartyl aminopeptidase (PepA) is a muhimeric metallopeptidase with a subunit molecular mass of 38-43 kDa (Table 1). PepA is a narrow-specificity peptidase which releases only an Nterminal Glu or Asp from di-, tri- and oligo-peptides with up to ten amino acid residues (Exterkate and de Veer, 1987; Niven, 1991; Bacon et al., 1994). Glutamate is a well-recognized flavour enhancer and therefore the role of PepA in the development of flavour in cheese may be of great importance. Studies on mature Cheddar cheese have shown that glutamate is important for Cheddar cheese flavour (McGugan et al., 1979; Aston and Creamer, 1986; Engels and Visser, 1994; Fox et al., 1994). However, the precise role of PepA in the development of cheese flavour is unclear. Under certain conditions, the N-terminal glutamyl residue of a peptide can undergo spontaneous intramolecular cyclization, forming an N-terminal 2-pyrrolidone5-carboxylic acid (PCA; pyroglutamate residue) (Law and Haandrikman, 1997). An N-terminal PCA residue has been found in bitter peptides produced from [3casein by the lactocepin of Lc. lactis subsp, cremoris HP (Visser etal., 1983). Pyrrolidone carboxylyl peptidase
(PCP) is an aminopeptidase capable of releasing a PCA residue from peptides and proteins (Kunji et al., 1996). This enzyme is present in lactococcal strains and has been partially characterized from Lc. lactis subsp, cremoris HP (Baankreis, 1992). Two serine peptidases with a molecular mass of 25 and 80kDa and PCAp-nitroanilide hydrolase activity were identified in Lc. lactis subsp, cremoris HP using non-denaturing gel electrophoresis (Baankreis, 1992). The presence of more than one leucyl aminopeptidase in LAB has been reported (Atlan et al., 1989; Blanc et al., 1993; Banks et al., 1998). A gene encoding a specific leucyl aminopeptidase (pepL) in Lb. delbrueckii subsp, lactis DSM 7290 has been cloned and sequenced (Klein et al., 1995). PepL has a molecular mass of 35 kDa (Table 1) and it preferentially hydrolyses dipeptides (and some tripeptides) with an N-terminal leucyl residue. Sequence alignments of PepL with prolinases from Lb. helveticus and B. coagulans and an iminopeptidase from Lb. delbrueckii subsp, lactis and Lb. delbrueckii subsp, bulgaricus showed 46, 21.5, 25.5 and 25.5% homology, respectively. Two aminopeptidases, with characteristics similar to PepL, were purified from Lb. sake IATA115 and Lb. curvatus DPC2024 by Sanz and Toldra (1997) and Magboul and McSweeney (1999b), respectively. The former was a monomer with a molecular mass of 35-36 kDa and maximum activity at pH 7.5 and 37 ~ while the latter was a dimer with a subunit molecular mass of---32 kDa and optimum activity at pH 7.0 and 40 ~ The 20 N-terminal amino acid residues of the PepL from Lb. curvatus DPC2024 showed 50, 80 and 95% homology with PepL from Lb. delbrueckii subsp. lactis DSM 7290 (Klein et al., 1995), the prolinase from Lb. helveticus CNRZ32 (Dudley and Steele, 1994) and the prolinase from Lb. rhamnosus 1/6 (Varmanen et al., 1998), respectively.
Proline-specific peptidases Caseins, the major proteins in bovine milk, are rich in the imino acid, proline. Because of its unique structure, specialized peptidases are required to hydrolyse peptide bonds involving proline, thus making peptides accessible to the action of other peptidases (see review by Cunningham and O'Connor, 1997). Several proline-specific peptidases with distinct substrate specificities have been found in LAB. X-Prolyl dipeptidyl aminopeptidase (PepX) is a peptide hydrolase capable of releasing X-Pro and sometimes X-Ala dipeptides from the N-terminal of oligopeptides. Due to its unique specificity, PepX is the best characterized of the proline-specific peptidases. The enzyme has been demonstrated in several genera of LAB and isolated from a number of strains and
Proteolysis in Cheese during Ripening characterized (Table 1). All PepXs purified from LAB have a serine catalytic mechanism and most are dimeric proteins with a native molecular mass of 117-200 kDa (Table 1); however, a high molecular mass endopeptidase (---350 kDa) with PepX activity and able to hydrolyse Otsl-casein was isolated and characterized by Stepaniak et al. (1998a). Increasing the proportion of pepX-negative mutants in a starter culture reduced the organoleptic quality of the resultant cheese but did not increase bitterness (Baankreis, 1992). Meyer and Spahni (1998) studied the role of PepX from Lb. delbrueckii subsp, lactis by using PepXnegative mutants. This enzyme influenced proteolysis and the sensorial characteristics of Gruyere cheese but it was not essential for the growth of the microorganism in milk (Meyer and Spahni, 1998). Proline iminopeptidase (PepI) catalyses the release of an N-terminal proline residue from di-, tri- and oligo-peptides. PepI from Lc. lactis subsp, cremoris HP (Baankreis and Exterkate, 1991) is the only iminopeptidase that has been purified from Lactococcus. This enzyme is a dimeric metallopeptidase with a native molecular mass of 110 kDa (Table 1). In contrast, the iminopeptidases purified from Lb. helveticus LHE-511 (Miyakawa et al., 1994b) and Lb. casei subsp, casei LLG (Habibi-Najafi and Lee, 1995) were monomeric thiol peptidases which were slightly inhibited by the serine protease inhibitor phenylmethyl sulphonyl fluoride. The molecular mass of the enzymes from Lb. helveticus and Lb. casei was estimated as 70 and 46 kDa, respectively. In addition to these two iminopeptidases, a PepI was purified from Lb. delbrueckii subsp, bulgaricus CNRZ 397 by amplification and expression of the gene in E. coli (Gilbert et al., 1994). The purified enzyme was characterized as a trimeric serine peptidase with a subunit molecular mass of 33 kDa (Table 1). Prolinase (PepR) is a specific dipeptidase which hydrolyses dipeptides with the sequence Pro-X. PepR from Lb. helveticus CNRZ32 was purified and biochemically characterized by Shao et al. (1997) and found to have a relatively broad specificity. The PepR from Lb. rhamnosus 1/6 (Varmanen et al., 1998), in addition to its prolinase activity, hydrolysed the aminopeptidase substrates, Pro-[3NA, Leu-[3NA and Phe-[3NA. Prolidase (PepQ) is an X-Pro-specific dipeptidase. With the exception of PepQ from Lb. helveticus CNRZ32, which is a homodimer with a subunit molecular mass of 45 kDa, most PepQs characterized to date are monomeric metallopeptidases with a native molecular mass of ---42 kDa. These enzymes hydrolysed most X-Pro dipeptides with the exception of Gly-Pro and Pro-Pro (Kaminogawa et al., 1984; Femandez-Espki et al., 1997b; Morel et al., 1999). However, PepQs isolated from Lc. lactis subsp. cremoris AM2 (Booth et al., 1990a) and Lb. delbrueckii
413
subsp, lactis DSM7290 (Stuckey et al., 1995), hydrolysed di- and tripeptides that did not contain Pro, in addition to Pro-X dipeptides. Aminopeptidase P (PepP) is a specific aminopeptidase that catalyses the removal of the N-terminal amino acid from oligopeptides having the sequence X-Pro-Pro-(X)n or X-Pro-(X)n (Kunji et al., 1996). The enzyme has been purified from strains of Lactococcus and is a monomeric metallopeptidase with a molecular mass of 41-43 kDa (Table 1). Provided that the peptide contains the above sequences, PepP is capable of releasing the N-terminal amino acid from oligopeptides up to 11 residues long. This enzyme also hydrolyses peptides with Ala in the penultimate position but at a slower rate (McDonnell et al., 1997).
Enzymes from Secondary Starter Microorganisms Enzymes of LAB play an important role in the secondalT proteolysis in internal-ripened cheese varieties, and hence contribute significantly to the development of flavour and aroma. In mould-ripened, smear-ripened and Swiss-type cheeses, microorganisms other than LAB play a pivotal role in the development of characteristic flavour and texture. The ripening of these cheese varieties involves complex biochemical reactions, which are discussed in detail in Volume 2. While the enzymes of LAB have been well studied and characterized, there have been fewer studies on organisms associated with mould-ripened or smear-ripened cheese varieties or on enzymes from Propionibacterium freudenreichii subsp. shermanii. The microbial flora of surface mould-ripened and blue-veined cheese, such as Camembert and Roquefort, includes yeasts (e.g., Kluyveromyces lactis, Saccharomyces spp. and Debaryomyces hansenii), moulds (Geotrichum candidum, Penicillium spp.), lactococci, lactobacilli, micrococci, staphylococci, coryneform bacteria and coliforms. Penicillium spp. are major components of the microflora and their enzymes play an important role in cheese ripening. Proteolytic systems of P camemberti and P roqueforti are somewhat similar; both synthesize an aspartyl proteinase, a metalloproteinase, an acid carboxypeptidase and an alkaline aminopeptidase ('Surface Mould-ripened Cheeses' and 'Blue Cheese', Volume 2). The aspartyl proteinase from P camemberti hydrolyses Otsl-casein faster than [3-casein or K-casein (Gripon, 1993). Acid proteinases of P. camemberti and P roqueforti have similar action on [3-casein and hydrolyse Lys97mVa198, Lys99mGlu100 and Lys29~Ile30 bonds at a faster rate than other bonds in [3-casein (Le Bars and Gripon, 1981; Trieu-Cuot et al., 1982). Metalloproteinases of
414
Proteolysis in Cheese during Ripening
both species have similar properties and have a pH optimum in the range 5.5-6.0. Chrzanowska et al. (1995) purified an aspartic proteinase from the culture filtrate of P. camemberti by a two-step purification procedure. The proteinase had a molecular mass of 33.5 kDa and an optimum pH of 3.4 on haemoglobin. The enzyme showed specificity towards peptide bonds containing an aromatic or hydrophobic amino acid residue in the B-chain of insulin. Besides these proteinases, P. roqueforti has a carboxypeptidase, which has an optimum pH of 3.5 and releases acidic, basic or hydrophobic amino acids (Gripon, 1993). Geotrichurn candidum also synthesizes extracellular and intracellular proteinases, but the contribution of these enzymes to cheese ripening is less than that of enzymes from Penicillium spp. (Gripon, 1993). The bacterial microflora of surface cheeses, such as Tilsit, Limburger, MOnster or Taleggio at the beginning of ripening is dominated by yeasts and moulds, which are acid and salt tolerant, but at the end of ripening, bacteria of the genera Brevibacterium, Arthrobacter, Micrococcus, Staphylococcus and Corynebacterium dominate (Eliskases-Lechner and Ginzinger, 1995; Valdes-Stauber et al., 1997; 'Bacterial Surface-ripened Cheeses', Volume 2). Growth of B. linens on the cheese surface is thought to play an important role in the development of the characteristic colour, flavour and aroma of smear surface-ripened cheese varieties (Rattray and Fox, 1999) and hence, its enzymes have been characterized. Extracellular enzymes of B. linens include proteinases, aminopeptidases and esterases, the biochemical properties of which vary because of wide inter-strain differences within the species. Brezina et al. (1987) partially purified four extracellular proteinases from B. linens, with pH and temperature optima of 5.0-8.0 and 50 ~ respectively. Hayashi et al. (1990) purified five extracellular proteinases from B. linens F (designated A, B, C, D and E), having a molecular mass of 37, 37, 44, 127 and 325 kDa, respectively, as determined by size exclusion chromatography (SEC). Proteinases A and B were stable at 35 ~ for 1 h and had a temperature optimum of 40 ~ while proteinases C, D and E were stable at 45 ~ for 1 h and had a temperature optimum of 50 ~ All five proteinases were optimally active at pH 11.0 and were serine proteinases. The production of multiple forms of the extracellular proteinases by B. linens ATCC 9172 is a result of aggregation of subunits and autocatalytic degradation (Buchinger et al., 2001). An extracellular serine proteinase partially purified from a strain of B. linens (Laktoflora 200), had a molecular mass of 52-55 kDa, as determined by SDSPAGE, and pH and temperature optima of 7.0-8.5 and
45 ~ respectively (Juh~isz and Sk~irka, 1990). A thermostable proteinase was partially purified from B. linens IDM 376; it had molecular mass of 18.5 kDa and pH and temperature optima of 7.5 and 67.5 ~ respectively, on azocasein (Clancy and O'Sullivan, 1993). An extracellular serine proteinase purified from B. linens ATCC 9174 had a molecular mass of 126 kDa, as determined by SEC and was optimally active at pH 8.5 and 50 ~ (Rattray et al., 1995). It hydrolysed Otsl-casein at His8mGln9, Ser161mGly162 and either Glnlr2mTyr173 or Phe23m Phe24 (Rattray et al., 1996) and [3-casein at Serls~Ser19, Glu20~Glu21, Gln56~Sers7, Gln72~Asn73, Leu77~Thr78, Alal01~ Met102, Phe119~Thr120, Leu139mLeu140, Ser142~Trp143, His145~Gln146, Gln167~Ser168, Gln175~Lys176, Tyr180~Pro181 and Phe190~Leu191 (Rattray et al., 1997). One of the five extracellular enzymes of B. linens ATCC 9172 was purified to homogeneity by Tomaschov~i et al. (1998) using ion-exchange chromatography and native preparative PAGE. The enzyme had nearly identical properties to the serine proteinase of /3. linens ATCC 9174 purified by Rattray etal. (1995). Its molecular mass was estimated to be 56 kDa by SDSPAGE and pH and temperature optima were 8.0 and 50 ~ respectively. B. linens also produces extracellular aminopeptidases, intracellular peptidases and proteinases. Sorhaug (1981) reported the presence of intracellular dipeptidase activity in six strains of B. linens. The presence of three extracellular aminopeptidases in B. linens (Laktoflora 200), having pH and temperature optima of 7.0-9.0 and 30 ~ respectively, was reported by Brezina et al. (1987). Two extracellular aminopeptidases, designated A and B, with a molecular mass of estimated to be 150 and 110 kDa, respectively, and pH and temperature optima of 9.3 and 40 ~ respectively, were purified from B. linens F by Hayashi and Law (1989). Ezzat et al. (1993) reported the presence of cell wall proteinases and dipeptidase activities in B. linens CNRZ 944. The authors partially purified the cell wall proteinase, which had maximum activity at pH 6.5 and 40 ~ An intracellular aminopeptidase from B. linens ATCC 9174, with a molecular mass of 59 kDa, as determined by SDSPAGE, and 69 kDa by SEC, was reported by Rattray and Fox (1997). The enzyme was optimally active at pH 8.5 and 35 ~ Curtin et al. (2002) showed aminopeptidase, dipeptidase and tripeptidase activities in brevibacteria, corynebacteria, staphylococci and brachybacteria, isolated from smear surface-ripened cheeses, Tilsit and Gubeen. Species of the genus Arthrobacter are major components of the microflora of surface mould-ripened cheeses, such as Brie and Camembert and red-smear
Proteolysis in Cheese during Ripening 415 cheeses. However, the enzymes of Arthrobacter have not been well studied. Smacchi et al. (1999a) purified two extracellular serine proteinases from A. nicotianae 9458, with molecular masses of about 53-55 and 70-72 kDa, as determined by SDS-PAGE. The enzymes were optimally active at 55-60 and 37 ~ respectively. Both enzymes were optimally active in the pH range of 9.0-9.5 and preferentially hydrolysed [3-casein over Otsl-casein. An extracellular PepI from A. nicotianae 9458 with a molecular mass of about 53 kDa, was purified and characterized by Smacchi et al. (1999b). The enzyme was optimally active at 37 ~ and 8.0. Some Micrococcus spp. are very proteolytic and produce extracellular proteinases and intracellular proteinases and peptidases (Fox et al., 1993). Nath and Ledford (1972) reported that extracellular proteinases from certain micrococci preferentially hydrolysed Otslcasein; production of extracellular proteinase was also reported by Garcia de Fernando and Fox (1991). Bhowmik and Marth (1989) purified and characterized an aminopeptidase, with broad substrate specificity, from M. freudenreichii ATCC 407. Propionibacterium spp. are weakly proteolytic, but they are highly peptidolytic, especially on proline-containing peptide bonds, thus contributing to the characteristic flavour of Swiss-type cheeses (see 'Cheese with Propionic Acid Fermentation', Volume 2). Biochemical characteristics of peptidases from propionic acid bacteria have been reviewed by Gagnaire et al. (1999). A PepX with a molecular mass of 84 kDa and pH and temperature optima of 7.0 and 40 ~ respectively, was purified and characterized from P. freudenreichii subsp, shermanii NCDO 853 by Fernandez-Espla and Fox (1997). Endopeptidases have been isolated from P. freudenreichii subsp, shermanii and characterized (Table 1) (Tobiassen et al., 1996; Stepaniak et al., 1998b).
Patterns of Proteolysis in Cheese The pattern of proteolysis in many varieties may be summarized as follows: the caseins are hydrolysed initially by residual coagulant activity retained in the curd and by plasmin (and perhaps other indigenous proteolytic enzymes) to a range of large and intermediate-sized peptides which are hydrolysed by proteinases and peptidases from the starter LAB, NSLAB and perhaps secondary microflora to shorter peptides and amino acids. However, the pattern and extent of proteolysis varies considerably between varieties due to differences in manufacturing practices (particularly cooking temperature), which cause differences in moisture content, residual coagulant activity, activation of plasminogen to
plasmin, and possibly the development of a highly proteolytic secondary microflora and ripening time. The extent of proteolysis (i.e., the degree to which the caseins and peptides therefrom are hydrolysed and measured by the development of water- or pH 4.6soluble N) in cheese varies from very limited (e.g., Mozzarella) to very extensive (e.g., Blue) and is summarized for many varieties in Table 2. The pattern of proteolysis (i.e., the relative concentrations of different peptides and amino acids) is very variable and is essentially unique to a particular variety. The differences in soluble N content are due to differences in moisture content, temperature and pH, length of ripening, cooking temperature and pH at draining (Fox and McSweeney, 1996) and is mainly due to the action of chymosin and to a lesser extent of plasmin (Fox and McSweeney, 1997). A short ripening period ( - 3 weeks) and extensive denaturation of chymosin during the high temperature ( - 7 0 ~ stretching step during the manufacture of Mozzarella cheese explain the low level of soluble N, whereas extensive proteolysis is characteristic of Blue cheese and some smear-ripened varieties, caused by the action of chymosin, plasmin and proteinases from their characteristic secondary microflora. In addition, differences in the action of these proteolytic agents cause differences in peptide profiles. Primary proteolysis is similar during the ripening of most cheeses; chymosin hydrolyses the Phe23--Phe24 bond of Otsl-casein (Hill et al., 1974; Caries and Ribadeau-Dumas, 1985) except in cheeses that are cooked at a high temperature ( - 5 5 ~ e.g., Swiss cheese), in which plasmin is the principal proteolytic agent. In blue-veined cheeses, after sporulation, enzymes from P. roqueforti hydrolyse Otsl-CN (f24-199) and other peptides, changing the peptide profile (Gripon, 1993). Analysis of the water-insoluble fraction of various cheeses by urea-PAGE gives insight into the differences in peptide profile between cheeses (Fig. 12). In many cheeses, Otsl-casein is hydrolysed faster than [3-casein (Sousa et al., 2001). In Blue-veined cheeses, both Ors1- and [3-caseins are completely hydrolysed at the end of ripening. In Swiss-type cheeses, [3-casein is hydrolysed faster than Otsl-casein, with concomitant increases in y-caseins, indicating a role of plasmin and denaturation of chymosin during cooking. However, Ot~l-CN (f24-199) is produced slowly in Swiss cheese, indicating either the survival of some chymosin during cooking or the activity of indigenous milk acid proteinase, cathepsin D (Gagnaire et al., 2001), which has specificity similar to chymosin (Hurley et al., 2000a). In the case of Camembert-type cheese, about - 2 0 % of total N is soluble at pH 4.6 (Khidr, 1995) (Table 2) and the pattern of proteolysis is similar to Cheddar cheese (Fig. 12). During the ripening of Mozzarella
416
Proteolysis in Cheese during Ripening Table 2 Soluble N as % of total nitrogen in different cheese varieties Cheese
Age
SN/'IN %
References
Mozzarella
25 days
4-5
Quarg Gouda
4 weeks 6 weeks 24 weeks 1 month
Somerset al. (2002) O'Reilly et al. (2002) Guinee et al. (1998) Mara and Kelly (1998) Messens et al. (1999) Exterkate and Alting (1995) Michalski et aL (2003) Sousa and McSweeney (2001) Khidr (1995)
Swiss Feta
16 weeks 2-6 months
--~12 12-13 23-25 Surface 15-17 Core 9-12 Surface---20 Core ---12 16-17 17-20
Mahon Cheddar
<2 months 4-6 months
19-20 20-25
Tilsit
28 weeks
Parmesan Gorgonzola Danablu
24 months
Surface 24-25 Core 22-23 31-35 43-46 50-53
Camembert
1 month
cheese, Otsl-CN (f24-199) is produced slowly and y-caseins more rapidly, indicating weak chymosin activity and fairly high plasmin activity (Kindstedt, 1993). Plasmin and Lactobacillus proteinases are responsible for extensive proteolysis in Parmigiano-Reggiano cheese that is ripened for a long period (---24 months) at an elevated temperature (---18-20 ~ (Battistotti and Corradini, 1993). The high cooking temperature used during the manufacture of Parmigiano-Reggiano cheese denatures most of the chymosin.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
~~~WW
U m ~Wlmem ~'~
Figure 12 Urea-polyacrylamide gel electrophoretograms waterinsoluble fraction of a selection of cheese varieties. Lane 1 Na caseinate, lane 2 Cheddar, lane 3 extra-mature Cheddar, lane 4 Cheshire, lane 5 Red Leicester, lane 6 Double Gloucester, lane 7 Emmental, lane 8 Leerdammer, lane 9 Jarlsberg, lane 10 Vorarlberger Bergkase, lane 11 Edam, lane 12 Gouda, lane 13 Norvegia, lane 14 Parmesan, lane 15 Parmesan (from McGoldrick, 1996).
Cooney et al. (2000) Michaelidou et aL (2003) Sarantinopoulos et aL (2002) Katsiari et aL (2000) Moatsou et al. (2002) Taborda et aL (2003) ShakeeI-Ur-Rehman and Fox (2002) Barrett et aL (1999) ShakeeI-Ur-Rehman et aL (1998) Lane et al. (1997) Churchill et al. (2003) Careri et al. (1996) Zarmpoutis et aL (1997)
Several peptides from Cheddar, Parmigiano-Reggiano, Blue, Swiss and Feta cheeses have been isolated and characterized. Of these varieties, the peptide profile of Cheddar cheese is the best characterized and is summarized in Figs 13 and 14. All the principal water-insoluble peptides in Cheddar cheese are produced either from e~sl-casein by chymosin or from [3-casein by plasmin (McSweeney et al., 1994a). After cheese manufacture, residual chymosin acts on Phe23--Phe24 of e~sl-casein to produce the large C-terminal peptide Otsl-CN (f24-199) and a small peptide C~sl-CN (fl-23) (Fox and McSweeney, 1997). Otsl-CN (f24-199) is hydrolysed by chymosin at LeUl01mLySl02 (Fig. 15) and more slowly at Phe32mGly33, Leu109~Glu110, Phe28~Pro29 and Leu40~Ser41; Otsl-CN (f24-199) is also hydrolysed slowly by plasmin at LySl03~Tyrl04 and LySl05mVall06 of Otsl-CN (f24-199). The large C-terminal peptides OtslCN (f24-199), Otsl-CN (f33-199), Otsl-CN (f102-199), Otsl-CN (f110-199), OLsl-CN (f99-199), Otsl-CN (f104-199) and O~sl-CN (f106-199) have been identified in the water-insoluble fraction of Cheddar cheese (McSweeney et al., 1994a; Mooney et al., 1998). The bond Trp164~Tyr165, which is hydrolysed rapidly in solution by chymosin (McSweeney et al., 1993b), does not appear to be hydrolysed in cheese, perhaps due to intermolecular interactions. Peptide Otsl-CN (fl-23) is hydrolysed at the bonds Gln9--Glylo, Gln13~Glu14, Glu14--Val15 and Leu16--Asn17 by lactocepin (Fox and
Proteolysis in Cheese during Ripening
417
A 199
1
199
24
24
186 199
99
24
102
24
102 33
~*
199 191
104 60
199
106
199 110
199
70
156 121 80
199
*
129
1
209
1 1
189/192 * 29 29 ~
209 *
30 ~ *
106 108
209 209
Figure 13 Principal water-insoluble peptides derived from OLsl-casein (A) and 13-casein (B) isolated from Cheddar cheese by McSweeney et al. (1994a) and Mooney et al. (1998) (from Sousa et al., 2001).
McSweeney, 1996). The peptides Otsl-CN (fl-9), Otsl-CN (f1-13) and Otsl-CN (fl-14) accumulate and dominate the RP-HPLC chromatogram of water-soluble fraction of Cheddar cheese (Fig. 15). Although the bond Leu192mTyr193 of [B-casein in solution is very susceptible to chymosin, it is hydrolysed very slowly in cheese, probably due to the effect of ionic strength which promotes hydrophobic interactions between susceptible regions of [3-casein molecules (Fox and McSweeney, 1997). The cleavage of Leu192mTyr193 in cheese is undesirable, as ~3-CN (f193-209) is very hydrophobic and bitter (Visser et al., 1983). Plasmin preferentially hydrolyses [B-casein at Lys28--Lys29, Lysl05mHiSl06 and Lysl0T--Glul08, producing yl-, Y2-, y3-caseins and PPs (5, 8 fast and 8 slow); "y-caseins are present in the water-insoluble fraction of Cheddar (McSweeney et al., 1994a; Lane and Fox, 1999; McGoldrick and Fox, 1999) and many other cheeses. No large peptides originating from Ots2-casein have been identified in Cheddar cheese (Mooney et al., 1998) and only four small peptides have been identified in the water-soluble fractions (Singh et al., 1995, 1997). Water-soluble peptides are characteristic of particular cheese varieties and are related to the specificity of the starter and non-starter proteinases and peptidases (Fox
and McSweeney, 1996). In terms of number, most of the peptides in the water-soluble fraction of Cheddar cheeses originate from N-terminal half of 6-casein (particularly from residues 53 to 91) and a small number from the N-terminal half of Otsl-casein. However, many of these peptides are present at low levels in cheese, and the water-soluble fraction of Cheddar cheese is dominated by a relatively small number of peptides, originating from Otsl-casein. Peptides in the water-soluble fraction of Cheddar cheese do not contain intact plasmin or chymosin cleavage sites and hence probably arise, not directly from the caseins, but rather from larger precursor peptides (produced by chymosin or plasmin) by the action of lactocepin or other microbial enzymes. Little work has been done on pH 4.6-soluble peptides in blue-mould cheese, in which extensive proteolysis occurs. Gonzalez de Llano et al. (199 I) studied the production and identification of phosphotungstic acid (PTA)-soluble peptides in Gamonedo blue cheese. Low molecular mass peptides from the PTA-soluble fraction were isolated and their amino acid composition was determined. The isolated peptides contained 7 - i 0 amino acids and the major amino acids were Ser, Glu, Gly/Thr, Ile and Leu (Gonzalez de Llano et al. 1991).
418
Proteolysis in Cheese during Ripening
24--
91__~ 931i06 85--92 93--? 85~95 85--91
?
26/35 25-34 25 35
751? 75~? 75~? 75~?
25 39 25--30 24-34
115 - - 1 2 4 115-121 110~
180--188
?
70--76 70~?
Cleavage sites of cr
24 - - 2 9 13/14 23/24 37/38 8/9/10 16/17118 33/34
74/75
84/85 88189 98/99
LL J, !lJ~, J,J, TTTTT 1 1
? II--i I0~
?
1
13
1
- 14
56~?
25B31 25~ ? 26--32
?
I --9
26 - -
34
8 5 - - 91 92~ 93~
44--?
18~?
~
~L
~L~
TT TTT
~
191/92 ~
T
199
? ?
102--
40~ ? 41--? 41~?
157/58 156/57 142/43 149/50 169/70 139140 148/49 161/62
149150 153/54 164/65 179/80 ! 56/57 158159 Cleavage sites of chymosin
105~
24--30
17--?
~
TT 98/99 101/02
23124125 40/41 28/29 32/33
1--?
130/31 121/22
envelope proteinasr of Lactococcus spp
?
?
175--182 176--?
191--197 204--207
Cleavage sites of cell envelope proteinasr of Lactococcus spp
115/16
79180 88/89
TT 21/22
61 61--
24/25
137138
T 114/15
71 70
149/50/51
36 2 5 - 2 7 ~ 41
53 57 57~68 57 57 57 5 7 ~ 58--? 59--? 9 54 ~
1~7 I--6
43~? 30--36 30~? 7 19 2 8 - - ? 29~39 7 18 29 37 8 14 29--33 8 ~ 2 3 29~? 53 10 - - 1 5 29 7 ~ 1 5 29 7 ,, 14 28/29
I ~ ? I I 7--?
7--? 10--? DF permeate
207
T 197/98 T 181/82 188/89
92 93 .95 % 60 60 60 60168
TT T
182183 178/79 174/75 197/98 166/67 186/87188 203/04
Cleavage sites of plasmin
57 57 57 57
6/7/8 16/17
150/51
57
57
96 97 93 91 72 66 73 73 73 69~'92 69
91 94
91
70
107/08 105/06 113114
,,69
TTT TTTTT TT
177--191 171--?
105
Cleavage sites of plasmin
183/84
~
T
TT
43/44 52/53 56157 68/6974/75 93194 101102 45/46/47 54/55 58/59 105/06 57 67 8 2 ~ ? 105 107 69 B 7 7 59 ,,,? 78-88 102--? 59 68 78--93 ~ / ? 69 7"~----88 69 89 53--? 69 ,91 43--? 57--? 69 ,, 92 53~? 69 83 69 85 45--52 6 9 ~ 9 3 69--84 97--108 69--82 58~?69~80 6 9 ~ 1 0 4 57 93 57 73 91 98 73--78 73--89 59 92 59 76 59 95 59 94
T TNiTTT TTTT
T z~
151152 160/61 175/76 207/08 165/66/67/68/69 190/91/92/93/94 182/83 Cleavage sites of cell envelope proteinase of Lactococcus spp
42-----52 29........_.9
193--206
158--? 1771?
Figure 14 Water-soluble peptides derived from O~sl-casein (A), OLs2-casein (B) and 13-casein (C) isolated from Cheddar cheese by Singh et aL (1994, 1995, 1997), Breen et al. (1995) and Fernandez et aL (1998). The principal chymosin, plasmin and lactocepin cleavage sites are indicated (from Sousa et aL, 2001).
Proteolysis in Cheese during Ripening
419
Chymosin 199
1
23
Chymosin 24
gL
, ~ kc-CEP
i ..........................................................................................
199
102
J~
199
Further hydrolysis products
Figure 15 Schematic representation of the early proteolysis of OLsl-casein during the ripening of many cheeses and the location of peptides produced on a urea-polyacrylamide gel electrophoretogram and a reverse-phase HPLC elution profile.
Low molecular weight peptides formed in Parmigiano-Reggiano cheese during ripening were isolated and identified by Addeo etal. (1992, 1994, 1995) using fast atom bombardment-mass spectrometry. Oligopeptides originating from regions 1-20 and 6-28 of [3-casein, five phosphopeptides originating from the region 64-84 of Otsl-casein, three phosphopeptides from the region 1-21/24 of Ots2-casein and one peptide from C-terminal part of Ots2-casein were identified. Several water-soluble peptides in Feta were identified by Michaelidou et al. (1998), including Otsl-CN (fl-14), (f4-14), (f24-30), (f24-32), (f40-49), (f91-98), (f102-109), [3-CN (f164-180), (f191-205) and K-CN (f96-105). Gagnaire et al. (2001) identified 91 peptides in aqueous phase of Emmental cheese, 52 of which originated from Otsl-casein, 29 from [3-casein, 9 from Ots2-casein and 1 from K-casein. Significant concentrations of amino acids, the final products of proteolysis, occur in all cheeses that have been investigated. Levels of free amino acids in a number of cheese varieties are given in Table 3. Relative to the level of water-soluble N, Cheddar contains low concentrations of amino acids; the principal amino acids are Glu, Leu, Arg, Lys, Phe and Ser. ParmigianoReggiano contains a very high concentration of amino acids which contribute to the characteristic flavour of this cheese (Resmini et al., 1988). Many amino acids have characteristic flavours (see McSweeney et al., 1997); although none has a cheese-like flavour, it is believed that they contribute to the savory taste of mature cheese. However, the principal role of amino acids in flavour development is as precursors of volatile flavour compounds produced by the range of catabolic reactions
as discussed in 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1.
Methods for Monitoring Proteolysis in Cheese A range of analytical techniques have been developed to study proteolysis in cheese and have been reviewed (IDE 1991, 1999; McSweeney and Fox, 1993, 1997; Fox et al., 1995a; Wallace and Fox, 1998). These methods for assessment of proteolysis in cheese can be classified in two categories, namely non-specific and specific methods. Non-specific methods, which give information about the extent of proteolysis and the activity of proteolytic agents, include determination of the nitrogen soluble in, or extractable by, various solvents or buffers (see Christensen etal., 1991; McSweeney and Fox, 1997; Ard0, 1999) or the measurement of reactive groups (e.g., NH2-groups) (McSweeney and Fox, 1997; Wallace and Fox, 1998). Soluble nitrogen is usually determined by the macro-Kjeldahl method, which is a highly repeatable, but time-consuming and potentially dangerous technique (Wallace and Fox, 1998). A number of techniques for quantifying proteolysis are based on cleavage of the peptide bond, which results in the formation of a new amino group which can react with several chromogenic (e.g., 2,4,6-trinitrobenzenesulphonic acid or ninhydrin) or fluorogenic (e.g., o-phthadialdehyde or fluorescamine) reagents (McSweeney and Fox, 1997; Wallace and Fox, 1998). Non-specific methods give a general idea of proteolysis, but give no information about the specific peptides produced or degraded during ripening. Specific
420
Proteolysis in Cheese during Ripening
Table 3
Concentration of amino acids (mg kg-1 cheese) in different cheese varieties (based on Fox and Wallace, 1997)
Amino acid
Cheddar
Edam
Emmental
Cys Asp Thr Ser Glu Pro Gly Ala Val Met lie Leu Tyr Phe His Lys Arg
44.7 1532.8 416.3 3144.1 336.2 306.86 356.2 1096.4 434.8 2774.1 464.1 1472.6 1127.2 1096.4
20.5 144.5 71.1 351.7 153.8 34.6 68.8 167.4 60.3 48.1 426.6 89.2 291.9 49.7 245.5 130.5
166.5 688.5 548.9 2680.5 2535.2 430.8 568.2 1561.5 502.7 1051.1 1794.9 285.9 1279.1 868.2 2219.8 19.2
techniques (i.e., electrophoresis and chromatography) have been used extensively to resolve, isolate and identify the peptides that are produced during cheese ripening (Fox et al., 1995a; McSweeney and Fox, 1997; Otte et al., 1999; Singh et al., 1999). In addition, these techniques are used to determine peptide profiles of cheese extracts; data obtained using these techniques are often analysed using multivariate statistical techniques (e.g., Pripp etal., 1998, 1999, 2000a,b; Molina et al., 1999; Shakeel-Ur-Rehman et al., 1999). Urea-PAGE is a powerful tool for monitoring proteolysis during the early stages of cheese maturation and for comparing casein hydrolysis patterns in cheeses manufactured from the milk of different species (Marcos et al., 1979; Sousa and Malcata, 1997). Urea-PAGE is widely used to monitor proteolysis as it resolves proteins based on a combination of charge and mass while sodium dodecylsulphate (SDS)-PAGE, which is used more widely in biochemistry, is less suitable for studying proteolysis in cheese because this technique resolves proteins based on size and the caseins have similar molecular masses. Peptides separated by SDSor urea-PAGE can be isolated by excision of the bands or by electroblotting (McSweeney et al., 1994a; Singh etal., 1995; Sousa and Malcata, 1998a,b) and the N-terminal sequence of isolated peptides determined. Isolation of peptides by electroblotting has been used widely to study proteolysis in cheese (e.g., Singh et al., 1995, 1997; Gouldsworthy et al., 1996; Ferranti et al., 1997; Broadbent et al., 1998). Capillary electrophoresis (CE) is reported to be an excellent technique for resolving the caseins (including different genetic variants), peptides derived therfrom
ParmigianoReggiano 3241.9 4033.3 4459.5 14489.0 2115.6 2260.2 6011.9 2351.5 5205.2 7290.4 2054.7 4314.9 10091.0 791.4
Gorgonzola
Danablu
1380 1020 530 1570 3940 2320 390 1140 2220 780 1300 2910 850 1590 800 3050 280
1160 300 190 1020 1730 530 160 340 610 500 300 1530 520 680 610 1540 510
and whey proteins (Otte et al., 1997). Peptide profiles obtained by CE supplement the information obtained by reversed-phase high performance liquid chromatography (RP-HPLC) (Otte etal., 1997; Molina etal., 1998). Capillary electrophoresis has been used to study: 9 proteolysis in Cheddar (Strickland etal., 1996), Mozzarella, Feta and Danbo (Otte etal., 1997), Tilsit (Bockelmann et al., 1998), Roncal (Irigoyen et al., 2000), Danbo cheeses (Sorensen and Benfeldt, 2001) and Serpa, a raw ewes' milk cheese (Roseiro et al., 2003); 9 the effect of the amount of rennet on proteolysis and texture in Feta cheese made from ultrafiltered milk (Wium et al., 1998); 9 the effect of different strains of Penicillium roqueforti on the ripening of blue-veined cheese (Larsen et al., 1998); 9 the effect of added proteinases and level of starter cultures on the formation of biogenic amines in Manchego cheese made from raw milk (Fern~indezGarc~a et al., 1999). A number of chromatographic techniques, such as ion-exchange chromatography, SEC and RP-HPLC have been used to fractionate milk proteins or to fractionate cheese extracts for the purification of peptides, or less commonly, as analytical techniques to generate peptide profiles (see McSweeney and Fox, 1997). Ion-exchange and SEC are suitable for the fractionation of large caseinderived peptides. High performance ion exchange chromatography and HP-SEC have the advantage of speed and reproducibility. RP-HPLC is a very good method for resolving water-soluble peptides and has been used to characterize and compare the degree of proteolysis in
Proteolysis in Cheese during Ripening cheeses of various ages and quality, and to study the effect of various cheesemaking parameters on proteolysis (Singh et al., 1999). Reversed phase-high performance liquid chromatography has been used extensively to characterize peptides in casein hydrolysates (e.g., Le Bars and Gripon, 1989, 1993; McSweeney and Fox, 1993) as well as in studies on proteolysis of the caseins in cheese during ripening (e.g., Gonzalez de Llano et al., 1991; Addeo et al., 1992, 1994; McSweeney et al., 1994a; Lynch et al., 1997; Sousa and Malcata, 1998a; McGoldrick and Fox, 1999; Shakeel-Ur-Rehman et al., 2000; Katsiari et al., 2001; Trujillo et al., 2002; Poveda et al., 2003). Numerous peptides from cheese have been purified by a combination of chromatographic procedures and subsequently identified, usually by Edman degradation and mass spectrometry, leading to a better knowledge of the proteolytic pathways in cheese during ripening (Singh et al., 1999; Gagnaire et al., 2001). Free amino acids in cheese have been analysed using amino acid analysers based on ion-exchange chromatography, with post-column ninhydrin derivatization and photometric detection at 5 7 0 n m and 440 nm for primary and secondary amino acids, respectively. This method is relatively simple, accurate and quantitative and requires little sample preparation (BCltikofer and ArdO, 1999). Alternatively, fluorescent amino acid derivatives (e.g., dansyl, OPA or N(9-fluorenylmethoxycarbonyl)) can be prepared and separated and quantified by RP-HPLC; amino acids can also be quantified by gas chromatography but this method is rarely used (McSweeney and Fox, 1997). In addition to the above methods, new techniques have been evaluated for indirect measurement of proteolysis. During ripening, the texture of cheese undergoes major changes due to proteolysis, and in recent years, the use of new techniques such as fluorescence spectroscopy and ultrasound have been investigated to monitor changes in protein structure in different types of cheese during maturation. Fluorescence spectroscopy has the advantages of high sensitivity and rapidity for the characterization of molecular interactions and reactions. Tryptophan can be used as an intrinsic probe for monitoring changes in protein structure during cheese ripening as all the major proteins of bovine milk contain at least one tryptophan residue, which has a characteristic excitation in the region 280-295 nm and broad emission spectra (Hebert et al., 2000). Fourier transform infrared spectroscopy (FTIR) has been used to measure: 9 the levels of protein, fat and moisture in different cheeses (McQueen et al., 1995); 9 differences between soft cheese varieties (Herbert et al., 2000) and different Emmental-type cheeses (Picque et al., 2002);
421
9 changes in protein structure during cheese ripening (Mazerolles et al., 2001), protein/protein and protein/fat interactions and their relation to the texture of soft cheeses (Dufour et al., 2001); 9 cheese melting and its correlation with rheological properties (Karoui et al., 2003); 9 the stability of processed cheese (Christensen et al., 2003b). Mazerolles et al. (2001) investigated changes in the amide I and amide II regions of the FTIR spectra and in the tryptophan fluorescence spectra of 16 experimental semi-hard cheeses, varying in moisture, protein, fat and degree of maturity. The data obtained from mid-infrared and fluorescence spectral data were analysed by PCA, and correlations between spectral data and chemical composition as well as correlations between mid-infrared and fluorescence spectral data were found by canonical correlation analysis (CCA) methods. PCA and CCA of data helped to discriminate between samples at different stages of ripening. Application of low intensity ultrasonics in the food industry has increased during the last decade because it is non-destructive, rapid and cost-effective (McClements, 1997). Ultrasonics have been used in the dairy industry to monitor milk coagulation during cheesemaking (Gunasekaran and Ay, 1996; O'Donnell et al., 1996), to determine the maturity of Mahon, a Spanish semi-soft cheese variety (Benedito et al., 2000a), to determine structural defects in Parmesan cheese (Orlandini and Annibaldi, 1983) and to determine the physical properties of Cheddar cheese (Cho et al., 2001). The use of ultrasonic devices to monitor the maturity of Cheddar cheese non-destructively has been reported. Benedito et al. (2000b) ripened blocks of Cheddar cheeses at 5 or 12 ~ the ultrasonic velocity increased during maturation and decreased with increasing ripening temperature. Cho etal. (2001) measured ultrasound velocity and relative attenuation in Cheddar cheese using a noncontact piezoelectric ultrasound system and correlated results with the physical properties of Cheddar cheese (such as failure strain, failure stress, Young's modulus and toughness) using multi-linear neutral network analysis. Besides the above applications, ultrasonics can also be used to detect cracks in cheese and to assess eye distribution and size in Emmental cheese (Benedito et al., 2002). Research done so far has been limited to a few varieties of cheeses; research is required for other cheese varieties with different physical properties and ripening behaviour (e.g., mould-ripened cheeses, smearripened cheeses or cheese with eyes) for a clearer understanding of the interaction of ultrasound and cheese and subsequent application of ultrasound as a tool for monitoring ripening.
422
Proteolysis in Cheese during Ripening
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Chapot-Chartier, M.P., Rul, E, Nardi, M. and Gripon, J.-C. (1994). Gene cloning and characterization of PepC, a cysteine aminopeptidase from Streptococcus thermophilus, with sequence similarity to the eucaryotic bleomycin hydrolase. Eur. J. Biochem. 224,497-506. Chavagnat, E, Michael, C. and Meyer, J. (1999). Purification, characterization, gene cloning, sequencing and overexpression aminopeptidase PepN from Streptococcus thermophilus A. Appl. Environ. Microbiol. 65, 3001-3007. Chavagnat, E, Meyer, J. and Michael, C. (2000). Purification, characterization, cloning and sequencing of the gene encoding oligopeptidase PepO from Streptococcus thermophilus A. FEMS Microbiol. Lett. 191, 79-85. Chen, C.M., Jaeggi, J.J. and Johnson, M.E. (1994). Comparative study of protease from Rhizomucor miehei expressed in Aspergillus oryzae and other milk coagulants in Cheddar cheese making, yield and quality. J. Dairy Sci. 77, (Suppl. 1), 14 (abstr.). Chich, J.-E, Gripon, J.C. and Ribadeau-Dumas, B. (1995). Preparation of bacterial X-prolyl dipeptidyl aminopeptidase and its stabilization by organic cosolvents. Anal. Biochem. 224, 245-249. Cho, B., Irudayaraj, J. and Bhardwaj, M.C. (2001). Rapid measurement of physical properties of Cheddar cheese using a non-contact ultrasound technique. Am. Soc. Agric. Eng. 44, 1759-1762. Chopin, A. (1993). Organization and regulation of genes for amino acid biosynthesis in lactic acid bacteria. FEMS Microbiol. Rev. 12, 21-38. Christensen, J.E., Lin, D., Palva, A. and Steele, J.L. (1995). Sequence analysis, distribution and expression of an aminopeptidase N-encoding gene from Lactobacillus helveticus CNRZ 32. Gene 155, 89-93. Christensen, J.E., Dudley, E.G., Pederson, J.A. and Steele, J.L. (1999). Peptidases and amino acid catabolism in lactic acid bacteria. Antonie van Leeuwenhoek 76, 217-246. Christensen, J.E., Broadbent, J.R. and Steele, J.L. (2003a). Hydrolysis of casein-derived peptides OLsl-casein (fl-9) and ~-casein (f193-209) by Lactobacillus helveticus peptidase deletion mutants indicates the presence of a previously undetected endopeptidase. Appl. Environ. Microbiol. 69, 1283-1286. Christensen, J., Povlsen, V.T. and Sorensen, J. (2003b). Application of fluorescence spectroscopy and chemometrics in the evaluation of processed cheese during storage. J. Dairy Sci. 86, 1101-1107. Christensen, T.M.I.E., Bech, A.M. and Werner, H. (1991). Methods for crude fractionation (extraction and precipitation) of nitrogen components in cheese. Bulletin 261. International Dairy Federation, Brussels. pp. 4-9. Chrzanowska, J., Kolaczkowska, M., Dryjanski, M., Stachowiak, D. and Polanowski, A. (1995). Aspartic proteinase from Penicillium camemberti: purification, properties and substrate specificity. Enzyme Microb. Technol. 17, 719-724. Churchill, M.M., Hannon, J.A. and McSweeney, RL.H. (2003). Proteolysis at the surface of Tilsit cheese. Milchwissenschaft 58,293-296.
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1 2 3 4 5 6 7 8 9 101112131415
;,~.,.,~.;~.
. ~
lW
....... , u
.......
.o.
..
.o
Plate 9 Urea-polyacrylamide gel electrophoretograms water-insoluble fraction of a selection of cheese varieties. Lane 1 Na caseinate, lane 2 Cheddar, lane 3 extra-mature Cheddar, lane 4 Cheshire, lane 5 Red Leicester, l a n e 6 Double Gloucester, lane 7 Emmental, lane 8 Leerdammer, lane 9 Jarlsberg, lane 10 Vorarlberger Bergkase, l a n e 11 Edam, lane 12 Gouda, lane 13 Norvegia, lane 14 Parmesan, lane 15 Parmesan (from McGoldrick, 1996). (See page 416.)
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1
11
~
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_
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,
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Plate 10 Schematic representation of the early proteolysis of asl-casein during the ripening of many cheeses and the location of peptides produced on a urea-polyacrylamide gel electrophoretogram and a reverse-phase HPLC elution profile. (See page 419.)
(a)
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Catabolism of Amino Acids in Cheese during Ripening A.C. Curtin and P.L.H. McSweeney, Department of Food and Nutritional Sciences, University College, Cork, Ireland
Introduction Catabolism of amino acids plays a major role in flavour development in cheese during ripening (McSweeney and Sousa, 2000; Yvon and Rijnen, 2001; Smit et al., 2002; 'Sensory Character of Cheese and its Evaluation' and 'Cheese Flavour: Instrumental Techniques', Volume 1). In particular, the catabolism of sulphur-containing amino acids (principally methionine), aromatic amino acids and branched-chain amino acids to flavour, or perhaps off-flavour, compounds has received considerable attention. The major aroma compounds produced from these amino acids are listed in Table 1. Recently, many authors have studied amino acid catabolism by cheese-related bacteria, including lactococci, non-starter lactic acid bacteria (NSLAB) and smear bacteria. However, it is important to remember that results obtained under laboratory conditions may not be representative of actual activity under cheeseripening conditions, as cheese constantly undergoes changes which may not be replicated in laboratory experiments. The pathways for amino acid catabolism remain to be characterised fully although much work has been done recently on LAB and Brevibacterium linens (see Yvon and Rijnen, 2001). There appear to be two major pathways by which amino acids are catabolised (Yvon and Rijnen, 2001; Fig. 1). The first series of reactions is initiated by the action of an aminotransferase which transfers the amino group from amino acid A to an ot-keto acid B (usually ot-ketoglutaric acid) and results in the production of an ot-keto acid corresponding to amino acid A and a new amino acid corresponding to ot-keto acid B (usually glutamic acid), ot-Keto acids produced by the transamination of aromatic amino acids, branched-chain amino acids and methionine may be degraded further to other compounds by enzyme-catalysed reactions or by chemical reactions. The second major series of reactions by which amino acids are catabolised is initiated by the action of amino acid lyases which cleave the side chains of amino acids. These pathways are particularly important for the catabolism of aromatic amino acids and methionine. Other pathways by which amino acids may
be catabolised include the production of amines by decarboxylases and the production of NH3 by deaminases. There are also specific pathways for the metabolism of threonine, aspartic acid, glutamic acid and arginine. Because of their importance to cheese flavour, the catabolism of methionine, branched-chain and aromatic amino acids will be discussed in separate sections below.
Transamination of Amino Acids Aminotransferases (EC 2.6.1.x) catalyse the transfer of the amino group from an or-amino acid to an ot-keto acid (Hemme et al., 1982). The enzymes have broad substrate specificity and can catalyse reversible transamination reactions (Weimer et al., 1999). Transamination is the first step in the degradation of amino acids by lactococci. In LAB, catabolism of aromatic amino acids, branched-chain amino acids and methionine is initiated by transamination since degradation occurs only in the presence of an ot-keto acid which acts as an amino group acceptor (see Yvon and Rijnen, 2001). In the context of cheese-related microorganisms, aminotransferases of LAB and B. linens have been researched most intensively; however, enzymes of Propionibacteriurn freudenreichii have also been studied (Thierry et al., 2002). In a study on the enzyme activities of a range of bacteria present on the surface of smear cheese (brevibacteria, corynebacteria, staphylococci and brachybacteria), Curtin etal. (2002) found methionine aminotransferase activity in only a strain of Staphylococcus equorum. Aminotransferases are pyridoxal-5'-phosphate (PLP)dependent enzymes (Hemme et al., 1982; Weimer et al., 1999; McSweeney and Sousa, 2000). The transamination reaction occurs in two steps. The first step involves transfer of the amino group of the amino acid to PLP to yield an ot-keto acid and an enzyme-bound pyridoxamine-5'-phosphate. In the second step, the amino group is transferred from pyridoxamine5'-phosphate to an ot-keto acid to produce an amino acid and to regenerate PLP. The amine acceptor is
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
436
Catabolism of Amino Acids in Cheese during Ripening
Table 1 Name and chemical nature of the major aroma compounds derived from methionine, branched-chain amino acids and aromatic amino acids (adapted from Yvon and Rijnen, 2001) Amino acid
Aldehydes
Alcohols
Carboxylic acids
Leucine
3-Methylbutanal/ isovaleraldehyde 2-Methylbutanal 2-Methylpropanal/ isobutyraldehyde Phenylacetaldehyde, benzaldehyde OH-phenylacetaldehyde, OH-benzaldehyde Indole-3-acetaldehyde, 3-Methylthiopropanal/methional
3-Methylbutanol
Phenylethanol
3-Methylbutanoic acid/ isovaleric acid 2-Methylbutanoic acid 2-Methylpropanoic acid/ isobutyric acid Phenylacetic acid
OH-phenylethanol
OH-phenylacetic acid
p-Cresol, phenol
Tryptophol 3-Methylthiopropanol
Indole-3-acetic acid 3-Methylthiopropionic acid
Skatole, indole Methanethiol
Isoleucine Valine Phenylalanine Tyrosine Tryptophan Methionine
2-Methylbutanol 2-Methylpropanol
usually ot-ketoglutaric acid. Tamman e t a l . (2000) observed that nine lactobacilli isolated from a 3-yearold Cheddar were able to transaminate amino acids only if exogenous ot-ketoglutarate was supplied. It
Thiols/Misc.
appears that the activity of transaminases may also rely on the presence of other compounds. For example, Amarita e t a l . (2001) found that the methionine aminotransferase activity of 29 L a c t o b a c i l l u s strains
Aromatic amino acids Branched-chain amino acids Methionine
Aminotransferase
ELIMINATION
Met
Hydroxyacid
0~"
Benzaldehyde (Phe) Hydroxybenzaldehyde (Tyr) Indole-3-acetate (Trp)
Alcohol
MGL CBL CGL
/ u~-,,,%~.~..~- . . . . "-'.,~.....
Aldehyde =
Tyr
TPL
Tr )
I
TIL
AcyI-CoA
DH
" . , .
Alcohol
,
Methanethiol
Carboxylic acid "
Indole Phenol
Methyl thioester
Ester
Dimethyldisulphide Dimethyltrisulphide Cresol, skatole (Tyr, Trp) Figure 1 Schematic diagram of pathways for amino acid catabolism found in different microorganisms and some chemical reactions (dotted lines) occurring in cheese during ripening (modified from Yvon and Rijen, 2001). AT: aminotransferase, HA-DH: hydroxyacid dehydrogenase, oL-KADH: oL-keto acid dehydrogenase, oL-KADC: oL-keto acid decarboxylase, aldDH: aldehyde dehydrogenase, alcohol DH: alcohol dehydrogenase, MGL: methionine-.y-lyase, CGL: cystathionine--,/-lyse, CBL: cystationine-13-1yase, TPL: tyrosinephenol lyase, TIL: tryptophan-indole lyase.
Catabolism of Amino Acids in Cheese during Ripening
increased in the presence of glucose in the reaction mixture. Williams et al. (2002) studied the effects of rate and stage of growth, amino acid type and the presence of glucose on aminotransf[erase activity in strains of NSLAB from Cheddar cheese. Aminotransf[erase activity off the cell-free extract of two strains of Lb. paracasei was maximal at, or close to, pH 6.0 and 30 ~ but activity was detected under conditions similar to those in cheese during ripening. The effect off NaC1 on activity at pH 8 and 30 ~ differed with leucine or phenylalanine as substrate. Glutamic acid was formed most efficiently from ot-ketoglutarate using aromatic, branched-chain or sulphur-containing amino acids as substrate. Martinez-Cuesta et al. (2002) found that aminotransf[erase activity was increased in cells treated with a bacteriocin, lacticin 3147, to increase the permeability of the cell wall to amino acids. Aminotransf[erases have been studied in several cheese-related bacteria. An aminotransf[erase from Lc. lactis subsp, cremoris NCDO763, with a pH optimum of 6.5-8, was found to be PLP-dependent but metal ionindependent (Yvon et al., 1997). The enzyme acted on leucine, methionine and aromatic amino acids. One off the two substrates off the reaction it catalyses (amino acid or keto acid) must have a hydrophobic group attached to the [3-carbon off the compound. This enzyme was responsible for the biosynthesis of phenylalanine and tyrosine, but it also had a catabolic role when high concentrations off aromatic amino acids were present. Yvon et al. (1997) suggested that the enzyme is involved in the catabolism off leucine, methionine, phenylalanine, tyrosine and tryptophan, and also in the synthesis off the aromatic amino acids. Engels (1997) purified two aminotransf[erases from Lc. lactis subsp, cremoris B78. The enzymes were active on methionine, leucine, isoleucine, valine and phenylalanine. Both transaminases were dimeric proteins, had a high temperature optimum and an alkaline pH optimum. The enzymes were found to catalyse the conversion of methionine to L-methyhhio-2-ketobutyric acid. Two aminotransf[erases were also isolated from Lc. lactis subsp, lactis $3 by Gao and Steele (1998). The enzymes were PLP-dependent methionine aminotransf[erases. Both also had activity on aromatic amino acids and leucine. The aminotransf[erases were active under cheese-ripening conditions and produced compounds that may be precursors of off-flavour compounds in cheese, e.g., p-hydroxyphenylpyruvic acid produced from tyrosine can breakdown chemically to p-cresol. Dias and Weimer (1998a) detected high levels of methionine aminotransf[erase activity in several strains off lactococci but found only slight activity in two strains of B. linens. This is in contrast to earlier findings of Lee et al. (1985) who observed aromatic aminotransf[erases
437
in 23 coryneforms isolated from cheese. These authors reported that the aminotransferase(s) of B. linens were inducible while the enzymes of other coryneform strains tested were constitutive. The aromatic aminotransferase of B. linens 47 was studied by Lee and Desmazeaud (1985). The inducible enzyme was responsible for removal of the amino group of amino acids [or their use as sole nitrogen sources by the bacterium; o~-ketoglutarate was preferred as the amino group acceptot over pyruvate. An aminotransferase from Lc. lactis LM0230 which acts on branched-chain amino acids was cloned and sequenced by Atiles et al. (2000). The enzyme was active on methionine and phenylalanine in addition to the three branched-chain amino acids. Sequence analysis showed high homology with other branched-chain aminotransferases. Transamination by Lb. helveticus was studied by Klein et al. (2001). The bacterium was incubated with a mixture of amino acids (phenylalanine, tyrosine, methionine, leucine, valine, isoleucine) in ratios similar to those in Emmental cheese. The authors concluded that transamination was the first and main step in the conversion of amino acids by Lb. helveticus, with phenylalanine and tyrosine being converted most efficiently. The transamination of branchedchain amino acids by Lb. paracasei has also been studied (Hansen et al., 2001). It is clear that many bacteria found in cheese are capable of amino acid transamination but what role do these reactions play in cheese flavour development? It has been suggested that the rate-limiting step in flavour development is the conversion of free amino acids to aroma compounds. Yvon et al. (1998) added ot-ketoglutarate to St Paulin-type cheese in an effort to accelerate flavour development. The level off glutamate in cheese increased when ot-ketoglutarate was added but the level off some amino acids, including leucine, phenylalanine, tyrosine and valine, decreased. The addition of ot-ketoglutarate increased the degradation of methionine. However, after six weeks of ripening, large amounts of the resulting ot-keto acids, produced by transamination, remained in the cheese. Thus, these authors suggested that aminotransf[erase activity was not limiting, but that subsequent steps in the f[ormation of aroma compounds may have been limiting. Banks et al. (2001) supplemented Cheddar cheese with ot-ketoglutarate to enhance amino acid catabolism during ripening, oL-Ketoglutarate (20 g kg -1 milled curd) was added as a mixture with the salt. It was observed that the levels off leucine, phenylalanine, valine, threonine, methionine, alanine and isoleucine decreased on addition of ot-ketoglutarate. Sensory analysis showed that the addition of ot-ketoglutarate caused statistically significant changes in aroma intensity, creamy character and fruity notes. In fact, the
438
Catabolism of Amino Acids in Cheese during Ripening
aroma intensity of the 12-week-old cheese supplemented with ot-ketoglutarate was equal to that of a 24-week-old control Cheddar. Supplementation of Cheddar cheese with ot-ketoglutarate caused statistically significant effects on the production of certain volatile flavour compounds. Shakeel-Ur-Rehman and Fox (2002) supplemented Cheddar cheese with ot-ketoglutarate, pyruvate or PLP and reported a beneficial effect of added ot-ketoglutarate and pyruvate on flavour. Cheese supplemented with 1 g ot-ketoglutaric acid per kg of curd was considered to be as mature at 60 days as 90-day-old commercial Cheddar cheese. Addition of ot-ketoglutaric acid to cheese also promoted syneresis during pressing of the curd but did not affect plasmin or chymosin activity. In an effort to overcome limitations in the concentration of ot-ketoglutarate, Rijnen et al. (2000) investigated the possibility of using lactic acid bacteria capable of producing ot-ketoglutarate from glutamate in cheese, which can be converted to ot-ketoglutarate by glutamate dehydrogenase. The authors cloned the glutamate dehydrogenase gene (gdh) from Peptostreptococcus asaccharolyticus into Lc. lactis, and followed the conversion of amino acids to aroma compounds in the Ch-Easy model. It was observed that the gdh + strain produced ot-ketoglutarate from glutamate under cheese-ripening conditions and this allowed transamination of aromatic amino acids and branched-chain amino acids. The gdh + strain could be used as an alternative to the addition of exogenous ot-ketoglutarate to cheese to increase amino acid catabolism. A number of groups are now working on the genetics of amino acid-catabolising enzymes with a view to developing strategies for controlling the development of cheese flavour. Rijnen et al. (1999a) characterised the gene (araT) encoding the lactococcal aromatic aminotransferase. It was shown that araT is transcribed as a single gene. This enzyme is essential for the catabolism of aromatic amino acids and is involved in the conversion of leucine and methionine. It also plays a role in the biosynthesis of phenylalanine and tyrosine. Subsequently, Rijnen et al. (1999b) inactivated the lactococcal araT gene and studied the possibility of controlling flavour development by directing the degradation of amino acids by starter bacteria in cheese. These authors followed the production of aroma compounds and the degradation of amino acids in St Paulin-type cheese using radiolabelled amino acids and quantified volatile products by GC-MS. c~-Ketoglutarate was added to half the cheeses to enhance transamination. It was observed that inactivation of the lactococcal araT gene did not significantly affect the levels of volatile compounds produced from branched-chain amino acids or methionine
during ripening, perhaps because lactococci produce more than one aminotransferase with overlapping specificities (Engels, 1997; Gao and Steele, 1998). Cheeses containing added ot-ketoglutarate were described as 'more odorous' than the control. In cheeses supplemented with ot-ketoglutarate and made with an araTnegative starter, the formation of aroma compounds was lower than in control cheeses. Since many of the aroma compounds produced from aromatic amino acids, such as phenethanol, phenol and indole, contribute to offflavours in cheese, the use of araT-negative starter strains may prevent the development of certain offflavours in cheese. Amino acids react chemically with carbonyl compounds to form azomethines; if the carbonyl compound has an electron-withdrawing group adjacent to the carbonyl group (e.g., a dicarbonyl), then transamination and decarboxylation occur. This process is known as the Strecker degradation, through which aldehydes are formed (Belitz and Grosch, 1987).
--C--O I --C----O
4-' 9 --C--N--CHR--U.
+ H2N--CHR--COOH
Dicarbonyl
I~J --CU
Amino acid
~NO__H
002 H20 H mC m NH2
I
--C=O
~
+
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II
--C--OH
Strecker aldehyde
Transamination via the Strecker degradation forms the same volatile aldehydes as formed by enzymecatalysed transamination, although by a different reaction mechanism. Strecker degradation plays an important role in flavour development of many foods since dicarbonyls are produced by the Maillard reaction. There have been reports of Strecker aldehydes in cheese (e.g., Dunn and Lindsay, 1985) but the extent to which this chemical reaction occurs in cheese is unclear since the same aldehydes are produced from a pathway initiated by the action of aminotransferases. The keto acids produced as a result of transamination of methionine, branched-chain amino acids or aromatic amino acids serve as precursors of aroma compounds (Yvon and Rijnen, 2001), which can be formed by enzymatic or chemical reactions. Four main
Catabolism of Amino Acids in Cheese during Ripening 439 degradation pathways for ot-keto acids are used by cheese-related microorganisms (Fig. 1): 9 ot-Keto acids may be reduced to the corresponding hydroxyacid by the action of 2-hydroxyacid dehydrogenases, which have been found in LAB (see Yvon and Rijnen, 2001). Although hydroxyacids are not important flavour compounds, their production reduces the levels of ot-keto acids available for other reactions. ot-Keto acids derived from branched-chain amino acids, aromatic amino acids and methionine may also be decarboxylated to the corresponding aldehydes, although this pathway is not important in most LAB. Aldehydes produced by this pathway may be oxidised to the corresponding carboxylic acid by aldehyde dehydrogenases or reduced to alcohols by alcohol dehydrogenases. ot-Keto acids produced by transamination may also be oxidatively decarboxylated to carboxylic acids by the action of ot-keto acid dehydrogenases, generating acyl-CoAs which are hydrolysed, releasing carboxylic acids (Yvon and Rijnen, 2001). However, this pathway does not appear to be common in microorganisms found in cheese. 9 ec-Keto acids may degrade chemically. Phenyl pyruvate and hydroxyphenyl pyruvate (produced from Phe and Tyr, respectively) may be converted to benzaldehyde and hydroxybenzaldehyde, respectively. Likewise, indole-3-pyruvate, which is produced from Trp, is quite unstable and degrades to indole acetic acid, indole-3-aldehyde and skatole. Non-enzymatic degradation of ot-heto-y-methylthio butyrate, produced from methionine, to methanethiol has also been reported (Gao et al., 1998). 9
9
Production of Volatile Sulphur Compounds by Amino Acid Catabolism Volatile sulphur compounds are found in most cheeses and are important components of flavour (Fox and McSweeney, 1996). Since methionine is present in the caseins at a higher concentration than cysteine, sulphur compounds in cheese presumably originate principally from methionine. The pathways for the production of various flavour compounds from methionine are shown in Fig. 2. Weimer et al. (1999) discussed some of the sulphur compounds in cheese and their importance to flavour. They reported that dimethyldisulphide does not contribute to flavour, while dimethyltrisulphide is a flavour compound. The occurrence of these compounds is related to methanethiol content and the low redox potential of the cheese. Dimethylsulphide and dimethyldisul-
phide can be produced from methanethiol but it is unclear how dimethyltrisulphide is produced in cheese (McSweeney and Sousa, 2000). Methional ([3-methyl mercaptopropionaldehyde), which is considered to be part of Cheddar cheese aroma (Weimer et al., 1999), can be degraded to methanethiol either spontaneously or by decarboxylation. Methanethiol is a volatile compound with a 'putrid faecal-like' aroma at high concentrations. However, at low concentrations, it contributes to the characteristic aroma of cheese (Weimer et al., 1999). It is also a precursor of other volatile sulphur compounds which contribute to the garlic aroma of smear-ripened cheese (Hemme et al., 1982). Starter cultures, flavour adjunct bacteria and non-starter bacteria may form methanethiol in cheese from methionine (Fig. 2). Researchers continue to study the production of methanethiol and its role in cheese flavour. Dias and Weimer (1999) investigated the production of volatile sulphur compounds in Cheddar cheese slurries. It was observed that the production of total volatile sulphur compounds was four times higher in slurries acidified by Lc. lactis subsp, cremoris $3 than in those chemically acidified with gluconic acid-g-lactone. Addition of brevibacteria and methionine-y-lyase (MyL) to the slurries increased the production of volatile sulphur compounds. They concluded that adjunct cultures and enzymes are required to produce volatile sulphur compounds above their flavour threshold. Molimard and Spinnler (1996) also believed that coryneform bacteria, especially B. linens, are key agents in the production of sulphur compounds in surface mould-ripened cheese. The production of sulphur compounds by LAB was investigated by Seefeldt and Weimer (2000). Lactococci are auxotrophic for methionine while lactobacilli are auxotrophic for both cysteine and methionine. In addition, it was observed that lactococci possess greater cystathionine lyase activity than lactobacilli. The cell-free extract of both lactococci and lactobacilli was able to produce volatile sulphur compounds, including methanethiol, dimethyldisulphide and dimethyltrisulphide. Five bacteria from cheese were analysed by Bonnarme et al. (2001a) for enzymes involved in the production of methanethiol. B. linens had the highest demethiolating activity. S. equorum and M. luteus showed demethiolating activity but they produced only trace amounts of volatile sulphur compounds; all bacteria examined formed methanethiol. The ability of 7 Lb. casei and 22 Lb. plantarum strains to produce flavour compounds from methionine was investigated by Amarita et al. (2001). Several enzyme activities were studied: methionine aminotransferase, hydroxyacid dehydrogenase, methionine
440
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Catabolism of Amino Acids in Cheese during Ripening
lyase and amino acid decarboxylase. About 25% of the strains were capable of transaminating methionine to ot-keto-y-methylthiobutyrate. Dehydrogenase activity was observed to increase in the presence of glucose, the influence of which may have been due to the supply of energy by the proton motive force generated by lactate efflux. No methionine lyase or amino acid decarboxylase activities were detected. Amarita etal. (2002) studied the production of methional in a cheese slurry system by Lc. lactis IFPL730. The authors reported a decrease in the concentration of methional, and a corresponding increase in 3-methylthiopropanol. It was concluded that the conversion of methional to other volatile compounds, including 3-methylthiopropanol, contributes to cheese flavour. Catabolism of methionine by five cheese-ripening bacteria and five yeasts was investigated by Bonnarme et al. (2001b). For both yeasts and bacteria, dimethyldisulphide was the major sulphur compound produced. In addition, the microorganisms produced different amounts of methanethiol. G. candidum produced a low concentration of S-methyl thioacetate, and was the only yeast with the ability to produce S-methyl thioesters. Berger etal. (1999) observed that G. candidum, a fungus found commonly on the surface of smearripened cheese, can produce sulphur-containing flavour compounds; dimethyldisulphide was the main sulphur compound produced by the ten strains studied. The majority of the strains also produced methanethiol and dimethyltrisulphide. Four strains which produced sulphides could generate S-methyl thioesters. The authors concluded that G. candidum may play an important role in development of flavour in smear-ripened cheese. The pathways for the production of flavourful sulphides by G. candidum were subsequently studied by Demarigny et al. (2000). Two pathways were used to produce sulphides from methionine. The first pathway, which operated at high methionine concentrations, was initiated by the action of y-demethiolase and resulted in the production of methanethiol, dimethyldisulphide and dimethyltrisulphide. The other pathway operated at low methionine concentrations and resulted in the production of dimethylsulphide. Bonnarme et al. (2001a) found that G. candidum cultures produced three S-methylthioesthers (S-methylthioacetate, S-methylthiopropionate and S-methylthiobutyrate) from methionine. It was also found that G. candidum metabolised k-methionine using different pathways; L-methionine demethiolating activity was constitutive while L-methionine aminotransferase and 4-methylthio-2-ketobutyrate demethiolating activities were not.
441
Methanethiol can be formed from methionine by a number of enzyme-catalysed reactions. Methanethiolproducing capacity (MTPC) was found to varying degrees in LAB and brevibacteria (Weimer et al., 1997). B. linens BL2 had the highest MTPC. Cell-free extracts had no measurable MTPC under cheeselike conditions. Dias and Weimer (1998a) examined the conversion of methionine to thiols by lactococci, lactobacilli and brevibacteria. Again, MTPC was not detected under cheese-ripening conditions (pH 5.2, 5% NaC1), using methionine as a substrate, but had activity on cystathionine was found under such conditions. The authors found that lactococci and lactobacilli catabolise methionine using cystathionine [3- and y-lyases while Brevibacterium spp. use an MyL. According to the authors, the cystathionine lyases from lysed lactococci make an insignificant contribution to the production of volatile sulphur compounds from methionine in cheese during ripening. Amarita et al. (2001) did not detect methionine lyase activity in 29 strains of Lactobacillus. No cystathionine lyase or methionine lyase activity was detected in the strains of Lactococcus investigated by Gao et al. (1998). Methionine aminotransferase activity was found to be responsible for initiating methionine catabolism. The production of methanethiol from methionine by B. linens CNRZ918 was studied by Ferchichi etal. (1985), who found greatest methanethiol production at pH 8 in the case of both the rod and coccus forms of this microorganism. MTPC decreased as the proportion of coccoid forms increased. Amarita et al. (2002) used a model system to study the ability of Lc. lactis to produce methional and other compounds from methionine. Slurries containing resting cells and the intracellular fraction from Lc. lactis IFPL730 showed the highest production of methional at the outset of incubation, with a concomitant increase in the production of 3-methylthiopropanol. Sensory analysis of slurries indicated the characteristic aroma of methional (cooked potato-like) in samples containing ot-keto-y-methylthiobutyrate and the intracellular fraction from Lc. lactis IFPL730. On extended incubation, the intensity of methional aroma decreased but samples developed a cheese-like aroma. S-methylthioesters are important flavour compounds in surface-ripened cheese. Their specific flavour depends on their chain length and configuration (Weimer et al., 1999). B. linens GC71 is capable of esterifying acetic, propionic and methyl branched-chain acids with methanethiol to produce thioesters (Lamberet etal., 1997a). Lamberet et al. (1997b) compared the S-methyl thioester-synthesising ability of some cheese-related
442
Catabolism of Amino Acids in Cheese during Ripening
bacteria, including coryneforms, Micrococcaceae, Lactococcus and Leuconostoc. The strains of B. linens tested had a tendency to produce branched-chain thioesters, which was not observed in other COlTneforms tested. Lactococci were shown to have poor ability to synthesise these compounds. S-methyl thioacetate was produced by G. candidum, Saccharomyces cerevisiae, Debaryornyces hansenii, Kluyverornyces lactis and Yarrowia lipolytica (Arfi et al., 2002). These authors also reported that L-methionine aminotransferase, L-methionine and 4-methyhhio2-oxobutyrate decarboxylase activities were present in all the yeasts studied. Lyases involved in the catabolism of methionine
Methionine-y-lyase or methioninase (EC 4.4.1.11) is a PLP-dependent enzyme which catalyses the conversion of methionine to ot-ketobutyrate, methanethiol and ammonia (Soda et al., 1983; Tanaka et al., 1985). The enzyme plays an important role in the bacterial metabolism of methionine.
O
II
H2N--CH--C--OH
O
II
I OH 2
I OH2
I S
I
O--C--C--OH
=
I
+ H3C - - SH + NH 3
OH 2
I OH 3
OH 3 Methionine
ot-Ketobutyrate
Methanethiol Ammonia
Methionine-y-lyase have been isolated from several bacteria, including Pseudornonas ovalis (Tanaka et al., 1976), Aeromonas sp., Ps. putida (Nakayama etal., 1984), B. linens CNRZgl8 (Ferchichi etal., 1985), B. linens NCDO739 (Collin and Law, 1989), Trichornonas vaginalis (Lockwood and Coombs, 1991) and B. linens BL2 (Dias and Weimer, 1998b). The optimum pH for activity is generally 7.5-8. The enzyme is PLP-dependent and usually composed of four identical subunits, apart from the enzyme of Ps. ovalis which is composed of two non-identical subunits (Tanaka et al., 1976). The MyL of Ps. ovalis can also degrade various 13- and y-substituted amino acids in addition to L-methionine, and can perform both c~,y and ot,[3 elimination reactions. The enzymes from Ps. ovalis and Aeromonas spp. can act on derivatives of L-methionine and L-cysteine in addition to L-methionine (Tanaka et al., 1976; Nakayama et al., 1984). The MyL of Ps. putida ICR3460 performed or,yand y-replacement reactions of L-homocysteine and its
S-substituted derivatives (Nakayama et al., 1984). The enzyme from Trichomonas vaginalis catabolised homocysteine, ethionine and methionine by or,y-elimination (Lockwood and Coombs, 1991). The MyL of B. linens BL2 is active under cheeseripening conditions (Dias and Weimer, 1998b). Unlike the release of intracellular proteolytic and lipolytic enzymes, the release of which has been shown to be necessary for their activity in cheese, the influence of amino acid catabolic enzymes on ripening may be linked to the ability of the cells to resist lysis and remain metabolically active during ripening. However, the role of enzyme release by cell lysis in the production of flavour compounds by amino acid catabolism is unclear and requires more study. The reactions catalysed by cystathionine-~-lyase (C[3L) and cystathionine-y-lyase (CyL) are shown in Fig. 3. C[3L (EC 4.4.1.8) catalyses the conversion of cystathionine to homocysteine, pyruvate and ammonia while the products of CyL are cysteine, ammonia and e~-ketobutyrate (Weimer et al., 1999). Aubel et al. (2002) studied the genetics of the C[3L of Lb. delbrueckii subsp. bulgaricus N CDO 1489 and concluded that its physiological role is probably in the biosynthesis of methionine. Dwivedi et al. (1982) isolated a C[3L from E. coli which had a pH optimum of 9-10 and contained 1 mol of PLP per enzyme subunit. The gene coding for cystathionine lyase (mete) of E. coli was cloned by Laber et al. (1996) who also constructed a strain of E. coli which over-produced this enzyme. The C[3L of Lc. lactis subsp, cremoris B78 is reported to be a tetramer of identical ---40 kDa subunits (Alting et al., 1995). The enzyme catalyses the ot,[3-elimination reaction but is able to catalyse the or,y-reaction also. It was active at the pH and salt concentration of normal Gouda cheese. Unlike the MyL of B. linens BL2, lysis of cells was required for full activity. Fernandez et al. (2000) cloned and characterised the rnetC gene encoding C[3L from Lc. lactis strains B78 and MG1363. The proteins encoded by the genes were similar and had high homology to other PLP-dependent enzymes. Enzyme activities were determined in strains which overproduced C[3L activity or in which this activity was deleted. Results showed that the product of the gene rnetC is essential for the degradation of cystathionine but that at least one other lyase contributes to methionine degradation by an ot,y elimination. Dobric et al. (2000) reported the nucleotide sequence of the gene for the C[3/yL of Lc. lactis subsp, cremoris MG1363. The enzyme was unique as it could perform either ot,[3- and or,yelimination reactions on the same substrate. Yamagata et al. (1993) studied the CYS3 gene encoding the CyL of Saccharomyces cerevisae. No detectable
Catabolism of Amino Acids in Cheese during Ripening
O H2N
Cystathionine-~-Iyase O
II
H2N ~ C H
--C ~
>
OH
I
H2N
iCH m C ~ O H II 0
O
II CH m C ~ O H
"3L"
O--C ~C
I
I
i H2
i H2
SH
OH3
Cysteine
S
443
II ~ O H
+
a-Keto butryate
NH3
Ammonia
O H2N
Cystathionine-/3-1yase
,
>
Cystathionine
II
OH - - C ~
OH
-i-
C~OH
H3C
+
NH3
I 0
I CH2 I CH2 I
SH
Homocysteine
Pyruvate
Ammonia
Figure 3 The reactions catalysed by cystathionine 13-1yaseand cystathionine ,y-lyase.
homology was found between the CYS3 of S. cerevisae and the cysE gene of E. coli. HzS and methanethiol were the only volatile sulphur compounds found during the degradation of L-cysteine and L-methionine by C~/L of Lc. lactis subsp, cremoris SK11 (Bruinenberg et al., 1997). Lb. fermentum DT41 was isolated from the starter for traditional Parmesan cheese. A PLP-dependent C~/L was isolated from this strain by Smacchi and Gobbetti (1998). It was composed of four identical --~35 kDa subunits and was optimally active at 37 ~ and pH 8. The enzyme was reported to retain activity under cheese-ripening conditions. A 160 kDa homotetrameric C~/L was purified from Lb. reuteri DSM20016 by de Angelis et al. (2002). The enzyme was optimally active at pH 8 and 35 ~ and catalysed the conversion of a range of amino acids, including methionine. This organism, together with other lactobacilli, was used as an adjunct in the manufacture of Canestrato Pugilesetype cheese and cheeses containing an adjunct composed of Lb. fermentum DT41, and Lb. reuteri DSM 20016 had the highest levels of methanethiol, dimethyl sulphide, dimethyl disulphide and dimethyl trisulphide.
Catabolism of Aromatic Amino Acids Tryptophan
Pathways for the catabolism of tryptophan are shown in Fig. 4. Gummalla and Broadbent (1999) studied tryptophan catabolism by lactobacilli used as adjunct
cheese cultures to investigate the contribution of lactobacilli to off-flavour development. The main mechanism for tryptophan catabolism by Lb. casei involved its conversion to indole lactic acid (ILA) by a series of transamination and dehydrogenation reactions with indole-3-pyruvic acid as the sole intermediate. The results suggest that non-starter and adjunct lactobacilli may have important roles in secondary reactions involving indole-3-pyruvic acid and other aromatic metabolites. Tryptophan catabolism by B. linens BL2, under both optimum (pH 6.5, 25 ~ with agitation) and cheeselike (pH 5.2, 15 ~ 4% NaC1) conditions, was studied by Ummadi and Weimer (2001). At optimum temperature and pH, B. linens BL2 could degrade tryptophan by various routes simultaneously but under cheeselike conditions, the bacterium did not catabolise it. Cells grown under either conditions did not show tryptophanase, tryptophan decarboxylase or tryptophan 2-monooxygenase activities. Gao et al. (1997) investigated the catabolism of aromatic amino acids in lactococci. They reported that the first step in the catabolism of tryptophan by eight lactococcal strains is due to aminotransferase activity. Aminotransferase activity on L-tyrosine and L-phenylalanine was also found. Tyrosine
Tyrosine is a precursor of several compounds in cheese - tyramine formed by decarboxylation, p-cresol and phenol formed by an atypical Strecker degradation and p-hydroxyphenyl pyruvate formed by aminotransferase
444
Catabolism of Amino Acids in Cheese during Ripening
NH3
H
Deaminase
CH2 / CH2
/
002
Docarboxylaso CH2 \ ~NH,,_~ ~ C ~CH HO \\ 0
Indole-3-propionate
HO~(~\
o
H
CH2 \ Tryptamine OH2 \NH2
Tryptophan o~-Keto acid Aminotransferase
Amino acid H
CHe \ HOt ~"~'C~o O
H
OH2 \ _~CH HOIL<\ \OH 0
Indole-3-pyruvate | !
t
H
Indole-3-1actate
OH2
\
HoIC~o
Indole-3-acetate ! i
t
H
OH3
Skatole (3- met hyl- 1H-i ndole)
Figure 4 Pathways for the catabolism of tryptophan.
activity (McSweeney and Sousa, 2000), as shown in Fig. 5. Tyramine, a biogenic amine, can cause monamine intoxication (see 'Toxins in Cheese', Volume 1). Phenylalanine
Phenylmethanol, phenylethanol, phenylpropane, methylphenyl hydroxyacetate, phenylacetaldehyde,
phenylpyruvate and phenylethyl acetate are flavour compounds derived from phenylalanine and have been found in cheese or model systems (Adda et al., 1982; Dunn and Lindsay, 1985; Jollivet et al., 1992). Enzymes involved in the breakdown of pheylalanine are aminotransferases, I_-amino acid oxidases, L-pheylalanine ammonia lyases, L-aromatic amino acid decarboxylases and phenylalanine dehydrogenases. Phenylpyruvate is
Catabolism of Amino Acids in Cheese during Ripening
OH
-~
NH3
445
CO 2
OH
OH
Decarboxylase
Deaminase OH2 I H2N ~ C H - - C - - O H
CHe
I
OH2 I CH2
ii
C--OH II O
I
O
NH2
Tyrosine
Tyramine
p-Hydroxy phenylpropionate ot-Keto acid
Aminotransferase Amino acid OH
I
CHe I
O----C--C--OH II 0
p-Nydroxy phenylpyruvate OH A
t
f
OH2 I HO--CH-C--OH II O
t
~ OH
<>
OH
I
p-Hydroxy phenyl lactate
II
CH2
I C--OH
O
o.
<)
p-Hydroxy benzaldehyde H3C
II O
p-Hydroxy phenyl acetate
p-Cresol
Figure 5 Pathways for the catabolism of tyrosine.
formed by the action of an aminotransferase and it can be degraded to phenethanol and benzaldehyde (Fig. 6). During the first week of Camembert ripening, actively growing yeast cells produced phenethyl alcohol from L-phenylalanine (Lee and Richard, 1984). Several compounds with a phenyl group were also identified when the ability of B. linens to produce volatile compounds in liquid cultures was examined (Jollivet etal., 1992). The compounds included phenylmethanol, phenylethanol, phenylpropane and methylphenylhydroxyacetate. The formation of benzaldehyde from phenylalanine by Lb. plantarum is initiated by an aminotransferase
(Nierop Groot and de Bont, 1998). Phenylpyruvic acid was an intermediate in the reaction and its conversion to benzaldehyde was catalysed by Mn (II) which was present at high levels in these cells (Nierop Groot and de Bont, 1999) (Fig. 7). The low pH, low oxygen concentration and low temperature of cheese during ripening would not favour this chemical reaction. However, the authors pointed out that the reaction may still make a significant contribution because of the long ripening time of certain cheeses. Klein etal. (2001) also attributed the production of benzaldehyde from indole pyruvate, which was formed by transamination of phenylalanine by Lb. helveticus, to a chemical reaction.
446
Catabolism of Amino Acids in Cheese during Ripening
002
NH3
Docarboxylaso
Deaminase CH2 I OH2
CH2 I H2N - - CH - - C - - OH II O
I
C--OH II 0
OH2 I CH2
I NH2
Phenylalanine
Phenylethylamine
Phenylpropionate
(~
oeKetoacid
Aminotransferase
Amino acid
CH2 I
O----C--C--OH II
j/
O Phenylpyruvate
t
t s
t s
t
A
s
CH2 I HO--CH--C--OH II O Phenyl lactate OH2
C--H II 0
I OH2
Benzaldehyde
I
C--OH II O
OH2
I
OH
Phenylethanol Phenylacetate Figure 6 Pathwaysfor the catabolism of phenylalanine.
An inducible aromatic amino acid aminotransferase was isolated from B. linens 47 by Lee and Desmazeaud (1985), who detected several metabolites of aromatic amino acid catabolism, including phenylpyruvate, phenylacetate, 4-hydroxyphenyl acetate, indolepyruvate and indoleacetate, in the growth medium using HPLC. Hayashi et al. (1993) characterised an aromatic amino acid aminotransferase from E. coli. The haloenzyme contained 1 mol PLP per mol and could catalyse the transamination of a variety of neutral amino acids, in addition to aromatic amino acids. Two aromatic amino acid aminotransferases have also been purified from Lc. lactis subsp, lactis $3 and characterised (Gao and Steele, 1998). Both were active
under cheese-ripening conditions. The authors observed that p-hydroxyphenylacetic acid (pHPA) could be produced from tyrosine; pHPA can degrade chemically to p-cresol. The enzymes could also produce indole-3-acetic acid from tryptophan which could be converted to skatole. It was concluded that further research is required to confirm the role of aromatic amino acids in the development of off-flavours in cheese. An aminotransferase from Lc. lactis NCDO763 catalysed the transamination of L-amino acids only (Yvon et al., 1997). Using ot-ketoglutarate as an amino group acceptor, the resting cells of this organism produced phenylpyruvate, phenylacetate and phenylactate from phenylalanine. The authors suggested
Catabolism of Amino Acids in Cheese during Ripening
0
II
H2N~CHmC ~
I
CH2
o
0 OH
o
II
c
HO
OH
c
CH2 Metal ion/alkaline pH
Phenylalanine
C
II
C
OH
II CH
I
Aminotransferase
447
I
Enol tautomer
Phenylpyruvate
Chemically 02
COOH
I
CHO
OH2
Benzaldehyde
COOH
I
HC
OH
Phenylacetic acid Mandelic acid
COOH
I
C~-----O
Phenylglyoxylic acid
Figure 7 Proposed mechanism for benzaldehyde production by both enzymatic and chemical steps (modified from Nierop Groot and De Bont, 1998).
that the aminotransferase could have an important role in flavour development during ripening as it transaminates amino acids (leucine, phenylalanine, tyrosine, tryptophan, methionine) which are precursors of aroma compounds. Gummalla and Broadbent (2001) studied the catabolism of tyrosine and phenylalanine by Lactobacillus adjuncts. It was observed that in the two Lb. casei and two Lb. helveticus strains examined, the specific activity of phenylalanine aminotransferase was higher than that of tyrosine aminotransferase. The strains were incubated under conditions similar to those in cheese during ripening to assess catabolism. No decarboxylase activity was detected during 20 days of incubation but aminotransferase and dehydro-
genase activities were observed. Micellar electokinetic capillary chromatography was used to show that the four lactobacilli catabolised tyrosine to produce p-hydroxyphenyl lactic acid and p-hydroxyphenyl pyruvic acid under conditions similar to those in ripening cheese. Phenyl lactic acid, phenyl acetic acid and benzoic acid were produced from phenylalanine under conditions similar to those in cheese.
C a t a b o l i s m of B r a n c h e d - C h a i n A m i n o Acids Branched-chain amino acids are degraded by aminotransferases to ot-keto acids (Fig. 8). The aminotransferase of Lc. lactis subsp, cremoris N CDO 763 was most
448
Catabolism of Amino Acids in Cheese during Ripening
O
O
II
-CH--C--
H2N
I I CH--CH3 I CH3
CHe
Leucine
O H2N - -
CH--C
II
OH
I I CHe I CH3
CH--CH3
Isoleucine
O H2N
O---C
OH
II
CH--C--OH
I I CH3
CH--CH3
Valine
A M I N O T R A N S F E R A S E
>
II
C
OH
I I CH--CH 3 I CH3 CHe
o~-Ketoisocaproate
O
II
O--C--C--OH
>
I I CHe I CH3
CH--CH 3
o~-Keto-13-methylvalerate
O O-~-C
>
II
C
OH
I CH--CH 3 I CH3 o~-Keto-isovalerate
Figure 8 Transamination of the branched-chain amino acids to their corresponding c~-keto acids.
active on leucine, although it was also, but less, active on the aromatic amino acids (Yvon et al., 1997), while that of Lc. lactis subsp, cremoris B78 catalysed the transamination of valine, isoleucine and leucine (Engels, 1997). A branched-chain aminotransferase from Lc. lactis subsp, cremoris NCDO 763 was characterised by Yvon et al. (2000). The enzyme catalysed the transamination of the three branched-chain amino acids and was active under cheese-ripening conditions, although it had pH and temperature optima of 7.5 and 35-40 ~ respectively. Since the enzyme has a role in the degradation of isoleucine and valine, as well as in the transamination of leucine and methionine and was active under conditions similar to those found in cheese during ripening, the authors concluded that the enzyme was involved in flavour development. The branched-chain aminotransferase of Lc. lactis LM0230 has been cloned and sequenced (Atiles et al., 2000). The enzyme has broad specificity, being active on isoleucine, leucine, valine, methionine and phenylalanine.
Lb. paracasei subsp, paracasei LCO 1 produces at least one aminotransferase, capable of transaminating branched-chain amino acids, which was most active on isoleucine and leucine (Hansen et al., 2001). Responsesurface methodology showed that leucine concentration had a negligible effect on aminotransferase activity, while too high a concentration of ot-ketoglutarate could inhibit the enzyme. Ayad et al. (2001a) studied the effects of combining selected lactococci on flavour formation in milk. A chocolate-like flavour was produced by a combination of Lc. lactis subsp, cremoris NIZO131157 and Lc. lactis subsp, cremoris SKl l0. The authors speculated that this flavour was due to branched-chain aldehydes produced from branched-chain amino acids. Subsequently, Ayad etal. (2001b) studied the flavour-generating ability of wild lactococci isolated from artinsanal and non-dairy sources (fermented raw goats', sheep's and cows' milk, as well as from soil, grass, silage and the udder) in milk and in a cheese model. The authors believed that these wild
Catabolism of Amino Acids in Cheese during Ripening
strains may be able to produce more flavour compounds in cheese than the industrial strains currently used in cheesemaking. The majority of wild strains produced different flavours from industrial strains. Methylated alcohols and methylated aldehydes, probably produced from branched-chain amino acids, were the main volatile compounds formed. It was concluded that wild strains could be used for the development of new cheeses or to alter the flavour of existing types of cheese. However, since the non-dairy wild strains had no proteolytic activity, they would be unable to grow in and acidify cheese milk and would have to be combined with industrial starters. The catabolism of leucine by propionic acid bacteria was investigated by Thierry et al. (2002). P.freudenreichii catabolised leucine to ot-ketoisocaproic acid, but only if ot-ketoglutarate was present. The bacterium also converted ot-ketoisocaproic acid to isovaleric acid via oxidative decarboxylation by ot-ketoacid dehydrogenase activity yielding an acyl-CoA derivative which was then converted to the acid. The authors noted that the catabolism of branched-chain amino acids by P. freudenreichii was different to the catabolism of branched-chain amino acids by lactococci.
Dearninases There are two types of deamination involving redox reactions (Hemme et al., 1982), differing according to the nature of hydrogen acceptor: 9 Dehydrogenases (EC 1.4.1) which utilise NAD + as the co-enzyme. The general reaction catalysed by these enzymes is: L-amino acid + H20 + NAD + ---* ot-keto acid + NH4 + + NADH These reactions can produce compounds such as pyruvic acid and ot-ketoglutaric acid from alanine and glutamic acid, respectively. 9 Oxidases which use oxygen as hydrogen acceptor. L-amino acid oxidases (EC 1.4.3.2) produce ot-keto acids according to the following reaction: L-amino acid + 02--+ ot-keto acid + NH3 + H202 L-amine oxidases (EC 1.4.3.6) according to the reaction:
form aldehydes
Amine + O2--+ aldehyde + NH3 + H202 Ammonia, a product of these deamination reactions, is an important constituent of the flavour of cheeses such as Camembert, Gruyere and Comte and
449
contributes to an increase in pH during ripening (McSweeney and Sousa, 2000). Microorganisms from the smear surface have deaminating ability, e.g., G. candidum (see Fox and Wallace, 1997), while B. linens produces large quantities of ammonia from serine, glutamine, asparagine and threonine. However, most strains of coryneform bacteria from smear cheese were found to have low deaminating activity except on serine, glutamine and asparagine (Hemme et al., 1982). Williams et al. (2001) studied the deaminating ability of LAB isolated from mature Cheddar. Deaminase activity was not widespread in the isolates but this may have been due to the insensitivity or lack of specificity of the assay method used.
Decarboxylases Decarboxylation is the conversion of an amino acid to the corresponding amine with the removal of CO2. Decarboxylases generally have an acid pH optimum (---pH 5.5) and usually require PLP as a coenzyme (Hemme et al., 1982). Amines generally have strong and often unpleasant aromas, as evident in certain smearripened cheese types (Fox and McSweeney, 1996). In addition, many amines (e.g., tyramine, histamine, tryptamine, putrescine, cadaverine and phenylethylamine) cause adverse physiological effects ('biogenic amines'; see 'Toxins in Cheese', Volume 1). The relative concentration of amines in cheese depends on the type of cheese and its microflora (McSweeney and Sousa, 2000). The relative concentration of some amines does not compare with that of the parent amino acid, which may be due to differences in the rates of conversion of amino acids (Adda et al., 1982). Most amines in cheese can be formed by decarboxylation, as is the case with the production of tyramine from tyrosine and histamine from histidine. However, the formation of secondary and tertiary amines cannot be explained readily (Fox and McSweeney, 1996). Joosten (1988) studied factors that affect the concentrations of biogenic amines formed in cheese. It was observed that in Gouda cheese, a higher pH, combined with a storage temperature of 21 ~ caused an increase in concentration of histamine, as did low saltin-moisture. Starter type and pasteurisation of milk did not appear to affect the formation of histamine. The role of non-starter bacteria in the formation of biogenic amines in cheese was examined by Joosten and Northolt (1987) who investigated the decarboxylase activity of bacteria including lactobacilli, enterococci, enterobacteriaccae and pediococci. Some strains of lactobacilli could form biogenic amines in cheese. Since the number of enterococcal cells required to produce significant amounts of tyramine is rarely reached
450
Catabolism of Amino Acids in Cheese during Ripening
in cheese, these bacteria are not important for amine formation in Dutch cheese, although this may not be true for certain artisanal cheeses for which enterococci are a major part of the starter. The authors concluded that non-starter lactobacilli were the most important agents in Dutch cheese for the formation of biogenic amines. This is in agreement with the findings of Broome et al. (1990) who reported that the concentrations of tyramine and histamine in cheeses inoculated with lactobacilli were twice as high as in control cheeses, indicating that decarboxylases of lactobacilli have a role in their production. Novella-Rodriguez et al. (2002a) studied the effect of defined-strain starters on the production of amines in goats' milk cheese during ripening. The main amines found were tyramine (94.59 mg kg- 1), putrescine and tryptamine. The effect of high hydrostatic pressure on the production of amines in goats' milk cheese was studied by Novella-Rodriguez et al. (2002b) who found maximum production of amines when the cheeses were treated at 50 MPa for 72 h; rates of production were lower when cheeses received higher pressure treatments (400 MPa for 5 min or 400 MPa for 5 min followed by 50 MPa for 72 h) and in the untreated control cheeses. In addition to being involved in the production of amines, B. linens is able to reduce the amounts of histamine and tyramine in cheese during ripening (Leuschner and Hammes, 1998). During the four weeks of ripening of Munster cheese, B. linens reduced the histamine and tyramine content by 55-70%. Degradation of amines occurs at the surface of the cheese but the concentration of amines on the surface and interior differed only slightly after inoculation with B. linens LTH456. It was suggested that the concentration gradient was removed by diffusion of amines, leading to a decrease in the concentration of biogenic amines in the interior of the cheese. Lactobacilli used as cheese starter adjuncts were incubated by Gummalla and Broadbent (1999) in a defined medium containing L-tryptophan under carbohydrate starvation (CS), or under near-cheese ripening conditions (a chemically defined medium containing 4% salt, at pH 5.2). The specific activity of the tryptophan decarboxylases from Lb. casei strains was lower than those of the corresponding enzymes from Lb. helveticus strains. Generally, activity in either strain did not vary significantly with time or incubation conditions. Twenty-two Lb. plantarurn strains and seven strains of Lb. casei had no decarboxylase activity on methionine (Amarita et al., 2001). The combined effects of temperature, pH and salt on the growth of E. faecalis EF37, its proteolytic activity and its ability to produce biogenic amines were studied by
Gardini et al. (2001) who observed that 2-phenylethylamine accounted for more than half of the total content of biogenic amines. The production of biogenic amines was found to be independent of the incubation temperature and in general, was very low at the higher NaC1 concentration and was increased by lower pH. Roig-Sagues et al. (2002) studied the ability of 694 strains of bacteria isolated from Spanish artisanal cheeses to produce histamine and tyramine. Tyramineforming activity (mainly by enterococci and some other LAB) was found more frequently than histamine-forming activity, which was formed mainly by enterobacteria, but also by small numbers of other LAB. Most of the tyramine-forming strains of LAB were isolated from cheeses containing the highest levels of tyramine. However, histamine-forming LAB were generally isolated from samples with a low level of histamine. The amount of tyramine found in the samples was significantly higher than that of histamine. The distribution of aromatic L-amino acid decarboxylases in 326 bacteria (four species of E. coli, Erwinia herbicola, Serratia plymuthicum, two species of Proteus, Alcaligenes faecalis, Bacillus natto, Achrombacter hartlebii, 11 species of Micrococcus, one Staphylococcus, three Sarcina spp., Brevibacterium ammoniagenes, Bacterium cadaveris and three Pseudomonas spp.) was studied by Nakazawa etal. (1977). Micrococcaceae were observed to have the highest decarboxylase activity on L-tryptophan, S-hydroxy-L-tryptophan and L-phenylalanine. The amino acid decarboxylase of M. percitreus was reported by this author to be involved in synthesis of aromatic amines such as dopamine and tyramine. A histidine decarboxylase, which did not require PLP as a coenzyme, has been purified from Lactobacillus 30a (Chang and Snell, 1968). The substrates of the enzyme were found to have a heterocyclic nitrogen atom at the same position relative to its alanyl side chain which may be important in the formation of the enzyme-substrate complex. Jetten and Sinskey (1995) studied a decarboxylase isolated from a strain of Corynebacterium glutamicum with activity on oxaloacetate. The enzyme, which catalysed the decarboxylation of oxaloacetate only, a key intermediate in carbon metabolism, had optimum activity between pH 7.0 and 7.5. A glutamate decarboxylase was isolated from Lb. brevis IFO 12005 by Ueno et al. (1997) and was found to be a dimer. Temperature and pH optima were 30 ~ and 4.2, respectively. The enzyme could not decarboxylate any other amino acid assayed. Lucas and Lonvaud-Funel (2002) purified the tyrosine decarboxylase of Lb. brevis lOEB 9809. The enzyme had features typical of pyridoxal phosphate-dependent amino acid decarboxylases although this enzyme was
Catabolism of Amino Acids in Cheese during Ripening
not related by sequence homology to any known tyrosine decarboxylase.
Catabolism of Other Amino Acids Goux et al. (1995) investigated aspartate catabolism in an effort to understand ammonia generation by E. coli. It was reported that arginine may be an intermediate in aspartate catabolism, and may also be an intermediate for ammonia production from aspartate during nitrogen-limited growth. Hayashi et al. (1993) compared an aspartate aminotransferase with the aromatic amino acid aminotransferase of E. coli. Both enzymes were composed of two identical "--43.5 kDa subunits, and contained one molecule of PLP per subunit. An aspartate aminotransferase isolated from Lc. lactis LM0230 was cloned and characterised by Dudley and Steele (2001). It was determined using homologous recombination that a mutation in the Asp biosynthetic pathway prevented this strain from growing in milk. According to Kaneoke et al. (1993), at least seven I_-arginine degradation pathways are known, and in some species, more than one of these pathways can be operational. These authors studied the arginine oxygenase pathway in two coryneforms, Arthrobacter globiformis IFO 12137 (ATCC 8010) and B. helvolum IFO 12073. This pathway involves four enzymes and produces succinate from L-arginine (Fig. 9). This pathway in the coryneforms studied is not identical to other pathways reported, e.g., the pathways of Pseudomonas aeruginosa and Streptococcus faecalis. E. coli utilises the ammonia-producing succinyl transferase pathway for arginine catabolism, and to a lesser degree, the arginine decarboxylase pathway (Schneider et al., 1998).
Arginine
Agmatine
Citrulline
N-carbamoylputrescine
.12 Ornithine
~
Putrescine
Figure 9 Pathways of arginine metabolism in bacteria (Arena and Manca de Nadra, 2001). (1) Arginine deiminase, (2) Catabolic ornithine transcarbamylase, (3) Arginine decarboxylase, (4) Agmatine deiminase, (5) Agmatinase, (6) N-carbamoylputrescine hydrolase, (7) Ornithine decarboxylase, (8) Anabolic system.
451
Lactic acid bacteria isolated from wine can catabolise arginine by at least two pathways (Arena et al., 1999). The arginine deiminase pathway produces orthinine, CO2 and NH3 via three enzymatic reactions. The enzymes involved in this pathway are arginine deiminase (EC 3.5.3.6), catabolic ornithine transcarbamoylase (EC 2.1.3.3) and carbamate kinase (EC 2.7.2.2) (Champomier Verges et al., 1999). Alternatively, the arginase-urease pathway leads to the production of urea. Arginine deiminase, ornithine transcarbamoylase and carbamate kinase from the sourdough microorganism, Lb. sanfranciscencis CB1, were isolated by de Angelis et al. (2003). The enzymes had acidic pH optima and were optimally active at 30-37 ~ Interestingly, arginine has been proposed as a possible growth substrate for the secondary microflora of Swiss cheese (Laht et al., 2002); calculations showed that ATP available from the metabolism of arginine to ornithine was theoretically sufficient to support the growth of non-starter bacteria to populations of 108 cfu g-1 The catabolism of threonine, asparagine, arginine and glutamate in cheese has attracted some study. Aminotransferase or dehydrogenase activities catabolise glutamate to produce ot-ketoglutarate, while y-aminobutyrate is formed from glutamate by the action of a decarboxylase. Threonine is converted to acetaldehyde and glycine (McSweeney and Sousa, 2000). The specific pathways for the catabolism of other amino acids (e.g., glycine, alanine and serine) by cheese-related microorganisms have attracted little attention.
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Catabolism of Amino Acids in Cheese during Ripening
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Chang, G.W. and Snell, E.E. (1968). Histidine decarboxylase of Lactobacillus 30a. II. Purification, substrate specificity and stereospecificity. Biochemistry 7, 2005-2012. Collin, J.C. and Law, B.A. (1989). Isolation and characterisation of the L-methionine-y-demethiolase from Brevibacterium linens BCDO739. Sci. Aliment. 9,805-812. Curtin, A.C., Gobbetti, M. and McSweeney, P.L.H. (2002). Peptidolytic, esterolytic and amino acid catabolic activities of selected bacterial strains from the surface of smear cheese. Int. J. Food Microbiol. 76, 231-240. de Angelis, M., Curtin, A.C., McSweeney, P.L.H., Faccia, M. and Gobbetti, M. (2002). Lactobacillus reuteri DSM 20016: purification and characterization of a cystathionine gamma-lyase and use as adjunct starter in cheesemaking. J. Dairy Res. 69, 255-267. de Angelis, M., Mariotti, L., Rossi, J., Servilli, M., Fox, P.E, Rollan, G. and Gobbetti, M. (2003). Arginine catabolism by sourdough lactic acid bacteria: Purification and characterization of the arginine deiminase pathway enzymes from Lactobacillus sanfranciscensis CB1. Appl. Environ. Microbiol. 68, 6193-6201. Demarigny, Y., Berger, C., Desmasures, N., Gueguen, M. and Spinnler, H.-E. (2000). Flavour sulphides produced from methionine by two different pathways by Geotrichum candidum. J. Dairy Res. 67, 371-380. Dias, B. and Weimer, B. (1998a). Conversion of methionine to thiols by lactococci, lactobacilli and brevibacteria. Appl. Environ. Microbiol. 64, 3320-3326. Dias, B. and Weimer, B. (1998b). Purification and characterisation of L-methionine y-lyase from Brevibacterium linens BL2. Appl. Environ. Microbiol. 64, 3327-3331. Dias, B. and Weimer, B. (1999). Production of volatile sulfur compounds in Cheddar cheese slurries. Int. Dairy J. 9, 605-611. Dobric, N., Limsowtin, G.K.Y., Hillier, A.J., Dudman, N.P.B. and Davidson, B.E. (2000). Identification and characterisation of a cystathionine [3/y-lyase from Lactococcus lactis subsp, cremoris MG1363. FEMS Microbiol. Lett. 182, 249-254. Dudley, E.G. and Steele, J.L. (2001). Lactococcus lactis LM0230 contains a single aminotransferase involved in aspartate biosynthesis, which is essential for growth in milk. Microbiology 147,215-224. Dunn, H.C. and Lindsay, R.C. (1985). Evaluation of the role of microbial Strecker-derived aroma compounds in uncleantype flavors in Cheddar cheese. J. Dairy Sci. 68, 2859-2874. Dwivedi, C.M., Ragin, R.C. and Uren, J.R. (1982). Cloning, purification and characterisation of [3-cystathionase from Escherichia coll. Biochemistry 21, 3064-3069. Engels, W.J.M. (1997). Flavour Formation in Cheese-like Systems: Role of Methionine-degrading Enzymes from Lactococci. PhD Thesis, University of Waginengen, The Netherlands. Ferchichi, M., Heroine, D., Nardi, M. and Pamboukdjian, M. (1985). Production of methanethiol from methionirle by Brevibacterium linens CNRZ 918. J. Gen. Microbiol. 131, 715-723. Fernandez, M., van Doesburg, W., Rutten, G.A.M., Marugg, J.D., Alting, A.C., van Kranenburg, R. and Kupers, O.P.
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Sensory Character of Cheese and its Evaluation C.M. Delahunty, Department of Food and Nutritional Sciences, UniversityCollege Cork, Ireland M.A. Drake, Department of Food Science, Southeast Dairy Foods Research Center, North Carolina State University, Raleigh, North Carolina, USA
Introduction A remarkable variety of cheeses are made in all parts of the world where milk is produced. Cheeses are consumed for their highly regarded nutritional value, and enjoyed for their complex and varied eating quality. The sensory characteristics of cheeses, which determine their eating quality, are properties that are perceived by the human senses, predominantly during consumption. These properties can be described as appearance characteristics, flavour characteristics and texture characteristics. However, cheeses are complex foods, produced using milk from different animals, by many different techniques, and are presented in a variety of sizes, shapes, packages or coatings. Some cheeses are produced in small quantities, such as farmhouse types, sold in local markets and consumed by a relatively small number of people. Others are produced in large quantities in very large automated facilities, may find their way to markets in many different countries and are consumed by very many people. Some cheeses are ripened or matured for years before they are consumed; others are consumed young or unripened. Cheeses may have moulds of different types growing on their surface, may be pierced to allow blue moulds grow within the cheese, or include ingredients such as herbs and/or spices. This considerable diversity in cheesemaking practice, and the number of stages that any single cheese undergoes during its production, results in a wide variety of cheeses each of which has complex sensory characteristics. Sensory evaluation of cheese is absolutely necessary to determine the relative merits of cheesemaking procedures and the influence of measured composition on specific sensory characteristics of cheese. Sensory evaluation is also needed to determine the influence of sensory characteristics on the eating quality of cheese and its consumer acceptability. However, the complexity of cheese presents a considerable challenge for its sensory evaluation. This chapter will focus on human perception of sensory characteristics, on the advantages and disadvantages of sensory evaluation methods, on the intensity
and quality of the sensory characteristics of cheeses, and on the relationships between cheesemaking, cheese composition, cheese sensory characteristics and consumer acceptability of cheese.
A Definition of Sensory Character Sensory characteristics of cheeses are human responses to perceptions of stimuli that are experienced with the cheeses, and can generally be described using terms defined within the categories of appearance, flavour and texture. Sensory characteristics result from interactions of the human sensory modalities of vision, touch, olfaction, gustation and mouthfeel with stimuli induced by rheological, structural and chemical components of the cheese. Sensory characteristics are perceived by consumers when they observe, manipulate, smell and take cheese into the mouth for consumption, and are subsequently expressed as a behavioural response using actions or descriptive terms. A majority of sensory characteristics are complex and are stimulated by the association of many different properties of the cheese, with different sensory modalities acting together. It is this complexity, or component balance, that hinders attempts to adequately represent cheese sensory character using instrumental or chemical analyses. In addition, and unfortunately from the sensory scientists' point of view, consumers differ from one another. Sensory perception, and particularly its communication, differs between individuals as a result of physiological, psychological, social and cultural differences.
Sensory Characteristics and Cheese Preferences Cheese quality has been defined for many years by manufacturers as cheese produced reliably and economically (Muir et al., 1995a). In the past, limited choices were available to consumers and as a result of this
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Sensory Character of Cheese and its Evaluation
limited experience, the consumer's palate was less discerning. Today, cheese markets are international, and cheesemakers compete openly for consumers, offering them an eve>widening choice. Cheese consumers are more affluent and many have tasted or regularly consume a diversity of cheese types, leading them to become increasingly discerning. These consumers now define the quality standard for cheeses, which is ultimately determined by eating quality. The eating quality of cheese, or a consumer's liking for cheese, is an integrated response. The stimuli are the sensory characteristics, perceived before and during consumption. However, the response is influenced by other individual consumer-related factors that include sensory abilities, past experiences with cheese, what is expected from a cheese and when and where it will be consumed. Expectations are based on experience, but are created for a specific product by marketing, packaging and familiarity. Finally, liking for, and satisfaction with, a cheese is determined by the context in which it is consumed, and its appropriateness for that context (e.g., would one wish to consume Epoisses for breakfast?). Eating quality determines consumer acceptability and willingness to repeat purchase. Highly regarded eating quality is not that found in a cheese with no defects, but that which offers unique and appealing characteristics consistently. The producer of the cheese with the most acceptable sensory characteristics, if he is aware of this and can ensure that the market presentation of his cheese matches its sensory character, will have an advantage in the market. The concepts of 'healthy eating' and 'conscientious eating' (e.g., vegetarian and vegan diets) and environmentally friendly eating are now increasingly important to consumers. To meet these consumers' expectations, cheese producers are challenged to produce new, wholesome products that taste as good as traditional alternatives. This task is proving difficult as dietary guidelines for healthy eating may recommend reducing the intake of ingredients that provide desirable sensory character, such as fat or salt. The production of reduced- and low-fat cheeses to replace traditional types is an example of such consumer-driven product development. However, the majority of new low-fat cheeses do not meet the sensory quality requirements of discerning consumers (Mistry, 2001). This is because fat is not just a provider of desirable sensory character, but it is also important for cheese texture and body, for the development of compounds responsible for flavour and for the release of flavour compounds during consumption. It will be difficult to improve the eating quality of these cheeses unless eating quality is understood better.
Cheesemaking and the Variety of Sensory Character The sensory characteristics of a cheese at the time of its consumption reflect the milk from which it was produced (e.g., a goats' milk cheese is distinct from a cows' milk cheese), the processes used in its production and the physical and the chemical changes that occurred during maturation (e.g., proteolysis breaks down proteins to amino acids during cheese maturation, which may subsequently act as substrates for the formation of volatile compounds (see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1)). Milk from the cow, sheep, goat, buffalo or other animals can be used as raw material, and its qualities are determined by breed, diet and stage of lactation. Treatment of milk before cheese production, particularly pasteurisation, can kill micro-organisms and reduce enzyme activity that could otherwise contribute to the development of sensory character during maturation. During cheese production, the coagulant used to form curds, the amount of salt added, the type of starter culture and the use of adjunct cultures will determine sensory characteristics. Finally, the maturation time and the temperature of maturation may be varied. The sensory characteristics of different types of cheese, and the potential variety that may be achieved, are determined by the choices the producer makes at each of the stages in production. Sensory characteristics of many different cheeses are described in the literature and in specialist cheese books. However, the sensory characteristics of relatively few types have been defined, standardised and measured objectively using sensory science methods. Lack of objective knowledge makes it difficult to compare accurately the sensory characteristics of different cheese types, but more importantly, as the cause of sensory characteristics is only partially known, it is difficult to compare accurately cheese appearance, texture and flavour research carried out in different laboratories. Tables 1 and 2 present terms used to describe the appearance, texture and flavour characteristics of cheeses that have been defined and standardised in an objective way. Table 3 presents terms used for descriptive sensory analysis by other researchers, but that have not been defined and standardised adequately. Similar terms are used in many cases even though each descriptive language referenced was developed independently by different research groups. In addition, in many cases, similar terms have been used to describe dominant characteristics of different cheese types. This comparison suggests that even though a remarkable variety of cheese types are produced, that potentially exhibit a wide variety of sensory characteristics, it should
Sensory Character of Cheese and its Evaluation
457
Table 1 Terms used to describe the appearance and texture of cheese using descriptive analysis methods. Terms in this list were developed and defined by trained panels, and in many cases standard materials that help to illustrate the term are provided. Cheeses studied were low-fat, full-fat and smoked Swiss, Cheddar and Gouda (Adhikari etaL, 2003), natural and processed cheeses (Drake etaL, 1999a; Gwartney etaL, 2002), ten different types of cheese (Lawlor and Delahunty, 2000), Cheddar and Camembert (Cooper, 1987) and Mozzarella cheeses (Brown et aL, 2003)
Term Appearance Chalky Colour/colour intensity
Mottling Mouldy Open/openness Shiny
Texture Adhesiveness Chewy Cohesiveness Creamy/creaminess
Crumbly/crumbliness
Crustiness Curdiness Degree of breakdown Dry Firm/firmness
First-bite sticky Fracturability at first bite Grainy
Hardness Mealy Moist Mouth-coating Oily Rate of recovery Residual mouthfeel Residual smoothness of mouth coating
Definitiona
Resembling chalk in appearance The colour of Cheddar ranging from pale yellow to orange, the palest yellow representing the start of the scale The colour of cheese ranging from white to orange The evenness of colour shading within the cheese sample, with the most uniform coloured cheese being free from mottling, marbling or any other deficiencies in colour The degree of mouldiness/visible mould growth in the cheese structure The extent to which the interior of the cheese (that is the cut surface) is open, this encompasses cracks, pinholes, irregular-shaped holes and any other openings The extent to which the surface of the cheese is shiny, glossy, moist or sweaty-looking, as opposed to looking matt or dull The degree to which the chewed mass sticks to mouth surfaces, evaluated after five chews Requiring a good deal of mastication, toffee-like texture. Degree of chewing needed to break up the cheese The degree to which the chewed mass holds together, evaluated after five chews The extent to which the texture has broken down to a creamy semi-liquid texture, assessed between tongue and palate during mastication The feeling associated with heavy whipping cream (e.g., >30% fat content) The extent to which the cheese structure breaks up in the mouth, assessed during the first 2-3 chews The feeling in the mouth when the sample falls apart quickly in mouth during mastication The force required to break through the crust of the cheese when taking the first bite, assessed using the front teeth The extent to which a curdy or mealy texture is perceived in the mouth during mastication The amount of breakdown that occurs in the sample as a result of mastication, evaluated after five chews The degree of dryness or moistness sensed in the mouth during mastication Ranging from soft to firm. The extent of resistance offered by the cheese, assessed during the first five chews using the front teeth The force required to squeeze a cube (1.5 • 1.5 • 1.5 cm) of cheese flat between the first finger and thumb The amount of force required to take the first bite of cheese, assessed using the front teeth The amount of force required to completely bite through the cheese, assessed using the molars Sticky sensation experienced during the first bite Completely bite through the sample with the molars and evaluate the degree to which the sample fractures The extent to which granular structures are formed as the sample breaks down, perceived in the second half of chewing The feeling of coarse particles in the mouth during mastication The force required to bite the sample (first bite) The feeling in mouth when the sample breaks down in small pieces and it is difficult to gather them for swallowing The perceived moisture content of the cheese. Ranging from dry to moist The extent to which the cheese has a moist or wet texture around the palate during mastication The extent to which the cheese coats the palate and teeth during mastication The degree of coating on the tongue and the palate during mastication Oily, fatty, greasy mouth-feel of any kind Depress sample between thumb and first finger 30%, evaluate the speed or rate at which the sample returns to its original shape The degree of 'bittiness' or graininess in the mouth just before swallowing The degree of smoothness felt in the mouth after expectorating the sample
continued
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Sensory Character of Cheese and its Evaluation
Table 1 continued Term
Definition a
Rubbery/rubberiness
The extent to which the cheese returns to its initial from after biting, assessed during the first 2-3 chews The degree of springiness experienced while biting the sample Of the nature of slime, soft, glutinous or viscous substance, soft, moist and sticky The smoothness of the cheese against the palate as it breaks up during mastication The degree to which the chewed mass surface is smooth, evaluated after five chews Yielding easily to pressure, easily moulded, pliable, easily spreadable Depress sample between thumb and first finger 30%, evaluate the total amount of recovery of the sample The stickiness of the cheese against the palate and around the teeth during mastication Overall sensation of stickiness during mastication The mouthfeel associated with consuming very viscous fluids like heavy whipping cream or honey
Slimy Smooth/smoothness Softness Springiness Sticky/stickiness Viscous
a The precise wording of some definitions has been changed to allow the use of consistent language in this table. However, the meaning of each definition is unchanged.
Table 2 Terms used to describe the flavour of cheese using descriptive analysis methods. Terms in this list were developed, defined and referenced using standard materials by trained panels. Cheeses studied were: Cheddar (Murray and Delahunty, 2000b; Drake et aL, 2001), low-fat, full-fat and smoked Swiss, Cheddar and Gouda (Adhikari et al., 2003), aged natural cheese of many types (Heisserer and Chambers, 1993), ewes' milk cheese (B~.rcenas et al., 1999) and cheese flavours (Stampanoni, 1994) Term
Definition a
S t a n d a r d b, c
Acid/yoghurt, acidic
The taste on the tongue associated with acids (citric, lactic... ) A sour, tangy, sharp, citrus-like taste. The fundamental taste sensations of which lactic and citric acids are typical Flavours indicating age in Cheddar cheese
0.35-0.86 g lactic acid/100 g Ricotta Fermented milk Natural yoghurt Citric acid (0.2% in water)
Age Ammonia Animal, animalic Astringent
Balanced
Bell pepper Biting
Bitter
Blue Brine
Brothy
The combination of aromatics reminiscent of farm animals and barnyards The complex of drying, puckering, shrinking sensations in the oral cavity causing contraction of the body tissues A mouth-drying and harsh sensation Mellow, smooth, clean. In equilibrium, wellarranged or disposed, with no constituent lacking or in excess Aroma associated with freshly cut green peppers The slightly burning, prickling and/or numbness of the tongue and/or mouth surface Fundamental taste sensation of which caffeine or quinine are typical A chemical-like taste The combination of aromatics associated with the saturated brine used during traditional ewes' milk cheesemaking Aromatics associated with boiled meat or vegetable stock soup
Aged Cheddar cheese (1 yr or older) Ammonia solution (0.25% in water) 4-Methyl-octanoic acid (2% in PG d) 1-Phenyl-2-thiourea (5000 mg/kg in PG) Alum (0.1% in water) Tea, six bags soaked in watere for 3 h Tannic acid (0.05% in water) Mild Cheddar
Methoxy pyrazines (5 #g/kg) Freshly cut bell pepper Horseradish sauce
Caffeine (0.02, 0.06 or 0.08% in water) Tonic water, quinine (0.01% in water) Octan-2-one (1% in PG) Ewes' milk cheese brine at room temperature
Canned potatoes Low-sodium beef broth cubes Methional (20 mg/kg)
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459
Table 2 continued Term
Definition a
Butter milk Buttery
B
Fatty, buttery tasting, of the nature of, or containing butter The aromatics commonly associated with natural, fresh, slightly salted butter Aroma rising from butter at room temperature
Butyric, butyric acid
Capric acid Caramel
Caseinate Catty Cheddary
Cheese rind Cooked, cooked milk
Cottage cheese Cowy/phenolic
Creamy
Dairy fat Dairy sour Dairy sweet Decaying animal Diacetyl Earthy Fatty Faecal Fermented Fermented fruity / winey
Flavour intensity Free-fatty acid Fresh fish
Sour flavour, similar to baby vomit The aromatics reminiscent of baby vomit; is sour and cheesy m
The taste and aromatics associated with burnt sugar or syrup; toffee made from sugar that has been melted further Aroma associated with tom-cat urine The taste and aromatics associated with typical Cheddar Typical aroma and taste of sharp/mature Cheddar cheese m
Aromatics associated with cooked milk The combination of sweet, brown flavour notes and aromatics associated with heated milk m
Aromas associated with barns and stock trailers, indicative of animal sweat and waste Fatty, creamy tasting, of the nature of, or containing cream The oily aromatics reminiscent of milk or dairy fat The sour aromatics associated with dairysoured products The sweet aromatics associated with fresh dairy products The aromatics reminiscent of decaying animal material Aromatics associated with diacetyl m
Aroma associated with complex protein decomposition The combination of aromatics reminiscent of red wine in general; it is sweet, slightly brown, overripe and somewhat sour The overall intensity of flavour in the sample, from mild to strong Aromatics associated with short chain fatty acids The aromatics associated with fresh fish
S t a n d a r d b, c
Pasteurised butter milk Unsalted butter Lightly salted butter Pasteurised cooking butter Diacetyl (1% in PG) Diacetyl in vaseline oil (several concentrations) Butyric acid, 2500 mg/kg in vaseline oil =SSf. 2 ml SS + cotton in 60-ml flask Butyric acid (10 000 mg/kg in PG) Butyric acid (1% in PG) Capric acid (pure) Condensed milk 3-Hydroxy-2-methyl-4-pyrone (2% in PG)
Sodium caseinate powder 2-Mercapto-2-methyl-pentan-4-one (20 mg/kg) Processed cheese Mature Cheddar cheese
Cheese rind (Tilsit mild, pasteurised full fat) Skim milk heated to 85 ~ for 30 min Evaporated milk UHT milk 3.6% fat, cooked for 10 min Cottage cheese 25% fat p-Cresol (160 mg/kg), bandaids
Mascarpone cheese ,y-Decanolactone (0.1% in PG) UHT Cream 35% fat Whipping cream Unsalted butter Sour cream Vitamin D milk Dimethyl disulfide (bottom notes only; 10 000 mg/kg in PG) Diacetyl (20 mg/kg) Geosmin (0.001% in PG) Palm kernal fat Indole, skatole (20 mg/kg) Fermented milk, 12% fat Burgundy cooking wine
Butyric acid (20 mg/kg) Elodea
(an aquatic plant) growing in water continued
460
Sensory Character of Cheese and its Evaluation
Table 2
continued
Term
Definitiona
Standard b, c
Fruity
The taste and aromatic blend of different fruity identities The aromatics associated with different fruits
Goaty
The aromatics reminiscent of wet animal hair; it tends to be pungent, musty and somewhat sour
Canned fruit salad (in syrup) trans-2-Hexenal (10 000 mg/kg in PG) Canned fruit cocktail juice Fruit of the forest yoghurt Ethyl butyrate (0.1% in PG) trans-2-Hexenal. 300 mg/kg in vaseline oil = SS. 3 ml SS + cotton in 60-ml flask Fresh pineapple Ethyl hexanoate (20 mg/kg) Hexanoic acid (5000 mg/kg in PG)
Green-grass Methyl ketone / blue Milkfat /lactone
Milky Mouldy, mouldy/musty
Mushroom
u
Aroma associated with blue-vein cheeses Aromatics associated with milkfat
The aromatics commonly associated with ewes' raw milk The combination of tastes and aromatics generally associated with moulds; they usually are earthy, dirty, stale, musty and slightly sour Aromas associated with moulds and/or freshly turned soil The taste and aromatics associated with raw mushrooms
Musty
Aroma of a damp room or very old book
Nutty
The aromatics reminiscent of several dry fruits such as pecans, walnuts and hazelnuts The non-specific nut-like taste and aromatics characteristic of several different nuts, e.g., peanuts, hazelnuts and pecans The nut-like aromatic associated with different nuts
Overall intensity
Strength of the stimuli perceived by the nose Strength of global stimuli originated by the volatiles released during mastication and perceived on the olfactory receptors via the retronasal route
Oxidised
Aroma associated with oxidised fat The fruity aromatic associated with pineapple
Pineapple
cis-3-Hexenol(1% in PG) 2-Octanone (40 mg/kg) Fresh coconut meat Heavy cream 5-Dodecalactone (40 mg/kg) Ewes' milk raw Pasteurised milk, 3.6% fat 2-Ethyl-l-hexanol (10 000 mg/kg in PG) 2-Ethyl-l-hexanol (40 mg/kg) Stilton cheese 2,4,6 Trichloroanisole (1% in PG)
Button mushroom (raw) Brown mushrooms (chopped, raw) 1-Octen-3-ol (0.5% or 1% in PG) 3-Octanol (10 000 mg/kg in PG) 3-Octanol. 5-10 mg/kg in vaseline oil = SS. 3 ml SS + cotton in 60 ml flask Cola infusion in ethanol (pure) Damp room Very old book Wheat germ 2 g Walnuts + 2 g hazelnuts, minced in 60-ml flask (mixed particulates to be sampled) Mixed crushed nuts 2-Acetyl-pyridine (0.01% in PG) Lightly toasted unsalted nuts Unsalted wheat thins Roasted peanut oil extract Roasted peanuts, ground hazelnuts, ground almonds, 1:1:1 1000-73 nut base by Givaudan-Roureg (10% in PG) 4 g cheese aroma/100 ml of pasteurised ewes' milk 0.5-3.5 g cheese aroma/100 g Quark 91549-24 by Givaudan Roureg 91483-24 by Givaudan Roure 91428-24 by Givaudan Roure 91125-73 by Givaudan Roure 10418-71 by Givaudan Roure 2,4 Decadienal, 20 mg/kg 4-Pentenoic acid (10 000 mg/kg in PG) Canned pineapple chunks
Sensory Character of Cheese and its Evaluation
461
Table 2 continued Term
Definition a
Standardb, c
Prickle/bite
Chemical feeling factor of which the sensation of carbonation on the tongue is typical A bland, shallow and artificial taste. Made by melting, blending and frequently emulsifying other cheeses
Soda water
Processed
Propionic acid Pungent
Rancid
Rennet Rosy/floral Salty
Sauerkraut Scorched Sharp
Smokey, smoky
Soapy
Sour
Soya sauce
m
A physically penetrating sensation in the nasal cavity. Sharp smelling or tasting, irritating Irritative, burnt and/or penetrating sensation in the interior of the mouth
The taste and aroma associated with sour milk and oxidised fats. Having the rank unpleasant aroma or taste characteristic of oils and fats when no longer fresh The aromatics associated with natural lamb rennet Aroma associated with flowers Fundamental taste sensation of which sodium chloride is typical Fundamental taste sensation elicited by salts Fundamental taste sensation produced by aqueous solutions of several products such as sodium chloride The aromatics associated with fermented cabbage Aroma associated with extreme heat treatment of milk proteins The total impression associated with the combination of aromatics that are sour, astringent and pungent Total impression of penetration into the nasal cavity The perception associated with aged and ripened cheeses, from flat to sharp The penetrating, dark brown, acrid aromatic of charred wood Aroma and taste of hickory-smoked ham The penetrating smoky taste and aromatics, similar to charred wood Tainted by exposure to smoke Perception of any kind of smoke odour (hickory, apple, cherry, mesquite or artificial flavouring) A detergent-like taste and smell. Similar to when a food is tainted with a cleansing agent Fundamental taste sensation elicited by acids Fundamental taste sensation of which lactic and citric acids are typical The aromatics that are reminiscent of soy sauce; they are sour, slightly brown and pungent
Cheese strings (a processed cheese snack) Propionic acid (1% in PG) A ratio of 1 part sour cream to 0.68 parts horseradish sauce Danish blue cheese Ammonia (1% in PG) 0.5 g cayenne/100 ml water, boiled in water for 5 min, 1.5 ml of filtration/10 g Quark Cheese stored at 21 ~ for 4 days Butyric acid (0.1% in PG)
Natural lamb rennet (33% NaCI) 2-Phenethylamine, 20 mg/kg Sodium chloride (0.25, 0.5, 0.75 or 1% in water) Pecorino Romano sheep cheese, 1200 mg NaCI/100 g Quark
Dimethyl disulfide (top notes only; 10 000 mg/kg in PG) Milk heated to 121 ~ for 25 min Propionic acid (100 000 mg/kg in PG) 5000 mg/kg of propionic acid in Vaseline oil = SS. 2 ml SS + cotton in 60 ml flask
Oil of cade Hickory smoked ham Applewood cheese Guaiacol (0.5% in PG) Guaiacol in vaseline oil (several concentrations) Liquid smoke flavouring. 40 #1 + cotton in 60-ml flask Lauric acid (pure) Mellow processed Cheddar Citric acid (0.08% in water) Lactic acid (0.05 and 0.085% in water) Soya sauce
continued
462
Sensory Character of Cheese and its Evaluation
Table 2 continued Term
Spicy/pungent Strength Sulfur Sweaty
Sweet
Toasty Umami Vinegary Waxy, waxy/crayon
Whey Yeasty
S t a n d a r d b, c
Definition a m
The overall intensity of aroma and flavour, the degree of mildness and maturity Aromatics associated with sulphurous compounds The aromatics-associated reminiscent of perspiration-generated foot odour; sour, stale, slightly cheesy and is found in unwashed gym socks and shoes Fundamental taste sensation of which sucrose is typical Fundamental taste sensation elicited by sugars Fundamental taste sensation produced by aqueous solutions of several products such as sucrose or fructose The combination of sweet aromatics produced after food toasting or cooking Chemical feeling factor elicited by certain peptides and nucleotides Aroma described as acidic, fermented and sweaty by the panelists The sweet aromatic that is associated with waxed paper or wax candles Aromatics associated with medium chain fatty acids Aromatics associated with Cheddar cheese whey Aromatics associated with fermenting yeast
Yoghurt
Valeric acid (1% in PG) English blue Stilton cheese Boiled mashed egg. H2S bubbled through water; struck match Isovaleric acid (10 000 mg/kg in PG) Isovaleric acid (0.1% in PG) Isobutyric acid (5% in PG) Cheese stored at 30 ~ for 3 h Sucrose (1,3, 4 or 5% in water) Condensed milk 1.2 g sucrose/100 g Quark
Cooked condensed milk Ciclotene (several concentrations in water) Monosodium glutamate (1% in water) Combination of acetic, butyric and propionic acids Decanoic acid (pure) Capric acid, lauric acid or decanoic acid (100 mg/ml) Fresh Cheddar whey Whey powder Raw yeast dough Yeast in 3% warm sucrose water Yoghurt, 3.2% fat
a The precise wording of some definitions has been changed to allow the use of consistent language in this table. However, the meaning of each definition is unchanged. b Units of measurement are changed to a standard format where possible. c Publications referenced often provided brand names of food standards used. Brand names are not provided in this table as it is recognised that many of these will only be of interest to readers in their country of origin. In addition, as some publications referenced are now more than 10 years old, products may have changed. d Propylene glycol. e Volume of water not given in publication referenced. f Stock solution. g Codes refer to commercially available flavour mixtures that can be provided by Givaudan Roure, Switzerland.
be possible to develop and standardise a terminology that can be used universally, and for all cheese types, eventually leading to a much-improved understanding about the eating quality of cheese.
The Human Senses and the Sensory Properties of Cheese Cheese appearance
Humans are highly visual creatures and allow vision to dominate other sensory modalities. Vision is the perception of shape and texture, size and distance, brightness,
colour and movement. Appearance characteristics of cheese are assessed visually, usually prior to consuming the cheese, or when preparing the cheese for consumption by cutting or spreading. Appearance characteristics include colour, presence of eyes or holes (or openness), mould, rind, and visual texture (Tables 1 and 3). In addition, appearance includes a cheese's market image (e.g., size, shape, packaging), as most cheese is purchased in this form (Murray and Delahunty, 2000a). Appearance characteristics create sensory expectations, or expectations of how the cheese will 'taste', and as vision can dominate other sensory modalities, visual aspects of cheese can often have a strong influence on
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Sensory Character of Cheese and its Evaluation
the perception of other characteristics that, general experience has taught us, are related (even if they may not be physically related). For example, many consumers believe that a coloured cheese is more intensely flavoured than its uncoloured equivalent (Bogue et al., 1999). Cheese texture
Texture can be defined as the attribute of a cheese resulting from a combination of physical properties, including size, shape, number, nature and conformation of the constituent structural elements, that are perceived by a combination of the senses of touch (tactile texture), vision (visual texture) and hearing (auditory texture). For example, the 'softness' of a cream cheese can be assessed visually upon cutting the cheese, by proprioceptive sensations when spreading the cheese, and finally by tactile sensations in the mouth during consumption. During mastication and consumption, texture perception occurs in the superficial structures of the mouth, around the roots of the teeth and in the muscles and tendons. Cheese texture characteristics frequently described include firmness, rubberiness, crumbliness, graininess, cohesiveness and adhesiveness (Tables 1 and 3). Cheese flavour
Flavour is most often defined as the integrated perception of olfactory, taste and chemesthesis (or trigeminal) stimuli. Flavour perception begins prior to consumption when a consumer can smell a cheese, but is finally perceived during consumption when compounds that stimulate the olfactory system in the nose, the taste system in the mouth and the trigeminal system in the mouth and nose are released from the cheese and become available to receptors. A large number of flavour characteristics have been described in cheese. Some that have been defined and standardised for application in descriptive sensory evaluations are listed in Table 2. Smell or aroma is usually the first aspect of flavour encountered by a consumer. The stimuli for smell are air-borne compounds of volatile substances that allow them to travel from their source to the olfactory receptors, where perceptions are created that are endowed with distinctive smells. Volatile stimuli are released from cheese into the air, and may be delivered to the nose orthonasally, often consciously, by sniffing (e.g., when one opens a cheese package or removes a trier from the cheese for evaluation). Volatile compounds may also be released into the buccal cavity air during consumption, where they are delivered to the nose retronasally without any conscious effort. Many hundreds of different volatile
compounds, each with a distinctive aroma character, have been identified in cheese, and these provide the largest contribution to the diversity of cheese flavours. Compounds identified in cheeses include fatty acids, methyl, ethyl and higher esters, methyl ketones, aliphatic and aromatic hydrocarbons, short- and longchain alcohols, aromatic alcohols, aldehydes, amines, amides, phenols and sulphur compounds (Maarse and Visscher, 1996). Much of what we commonly refer to as 'taste' is incorrectly localised smell detection. The significant contribution of aroma to flavour can be easily demonstrated if one pinches the nose shut whilst eating, effectively blocking air circulation through the nasal passages. Then, a familiar cheese, e.g., Cheddar, will not be recognised, and can easily be confused with one that would otherwise be easily distinguished, e.g., Gruyere. Taste is another aspect of flavour. Tasting occurs in the oral cavity, primarily on the tongue, but also on the soft palate. The primary stimuli for taste are nonvolatile compounds, and these must make contact with the taste receptors. This contact creates perceptions that endow four distinctive taste qualities, referred to as sweet, salty, sour and bitter. A fifth taste, 'umami', has been accepted more recently, particularly in Japan and other cultures where it is the most familiar and the most easily perceived. Compounds that contribute directly to cheese taste include lactic acid (sour), sodium chloride (salty), mineral salts of potassium, calcium and magnesium (salty) and free amino acids and peptides of varying types (sweet, bitter, umami) (Warmke et al., 1996; Engel et al., 2000). The last aspect of flavour is chemesthesis. This term is used to describe the sensory system responsible for detecting chemical irritants. Detection is more general than that of taste and smell and occurs primarily in the eyes, nose and mouth. The perception is closely related to the somato-sensory characteristics of pain and temperature change, and provokes a strong behavioural response. The fizz of carbon dioxide (CO2), the cooling sensation of menthol and the burning sensation of chilli are perhaps the best examples of how chemical irritation can provide additional character that is very much desired in a wide range of food products. With regard to cheese, the pungency, the prickle/bite and the sharpness of mature Cheddar are examples of perceived chemical irritation (Table 2). Sensory interactions
Cross-modal sensory interactions also occur, adding complexity to the perception and description of sensory character. Consumers rarely distinguish between stimuli of different sensory modalities (unless trained to do so), and generally describe the integrated sensation as 'taste'.
Sensory Character of Cheese and its Evaluation
However, the factors that cause apparent cross-modal sensory interactions are not always the same and can be difficult to comprehend. A first cause of apparent sensory interactions when perceptible components of a cheese are studied together can be interactions between the components of the cheese prior to introduction to the senses. For example, changing the fat content or salt content of a cheese can influence the physical chemistry of the cheese matrix dramatically, changing the partition coefficients of volatile compounds, and therefore releasing volatiles from the cheese matrix (Delahunty and Piggott, 1995). As a cheese matures, the protein composition changes significantly due to proteolysis, and this may change the binding ability of the cheese for specific volatile compounds (Delahunty and Piggott, 1995). A second cause of sensory interaction is termed a halo effect, and is caused by learning to place greater reliance on one sensory modality over another to make behavioural decisions. This effect was referred to in the context of appearance, as it is most obvious by the dominance, or bias, of the visual sense over the taste or olfactory sense. It can be demonstrated by confusing familiar colour and flavour combinations, or by varying colour intensity beyond expectation (Clydesdale, 1993). With regard to cheese, an influence of added colour on consumers' perception of flavour has been reported (Bogue et al., 1999). A true cross-modal sensory interaction is one where the function of one sense (e.g., threshold measures, concentration-response functions) is changed by stimulation of another sense. This type of interaction can occur at receptor level, where one component blocks access to the receptor by another (e.g., increasing viscosity may coat the tongue and reduce access of tastants to taste receptors (Lynch et al., 1993)), or where stimulation by both components results in neural convergence as receptor sites are in close proximity and are served by the same nerve (e.g., capsaicin desensitisation reduces perceived taste intensity (Karrer and Bartoshuk, 1995)). The extent of these types of interactions in cheese, and their effect, is not known. Taste-aroma interactions are also observed and appear to be true interactions even though the physiology of the senses of olfaction and taste is independent. In this case, interaction is believed to occur centrally at a cognitive level where stimulus integration takes place (Stevenson et al., 1999). Taste-odour interactions have been observed in many different types of food and are easily demonstrated in model food studies (Noble, 1996). When volatile compounds are introduced to the oral cavity in the absence of taste-active compounds, they are generally perceived to be of low intensity and are described as bland in character. In cheese, it is most likely that the flavour impact of specific volatile compounds will be pronounced (and become familiar) only
467
when perceived in combination with appropriate tasteactive compounds, such as lactic acid, mineral salts, free amino acids and bitter peptides typically present in cheese (Frank and Byram, 1988). In addition, variations in taste quality and intensity, for example an increase in sourness (i.e., acidity), or an increase in bitterness, will affect how aroma is perceived (although volatile composition may be unchanged) and give the impression that overall flavour has changed considerably. Flavour-texture interactions are also observed widely. The precise nature of many of these interactions is not known, although structural components, such as proteins, can bind volatile compounds; rheology and structure can also influence mass transfer of non-volatile and volatile compounds to the surface of a cheese bolus where they will be released and become available for perception; fat can coat the receptor surface of the tongue, effectively blocking taste transduction (Lynch et al., 1993) and finally, interactions may occur at a cognitive level during perception integration in a way similar to taste-odour interactions (Weel etal., 2002). Texture-flavour interactions can also be influenced by individual consumer physiology, such as mastication behaviour and saliva flow rate and volume.
Sensory Methods Used to Evaluate Cheese Many reported studies on cheesemaking, cheese composition and cheese microbiology had the objective of controlling or improving sensory characteristics such as appearance, flavour and texture. However, it is difficult to compare the success of these studies as the final sensory character was often measured inappropriately. In many studies, judgements of overall sensory quality (i.e., a grade of 'good' or 'bad'), rather than objective measurements of the perceived intensity of specific sensory characteristics, were carried out to determine the influence of cheese composition, counts of micro-organisms, or control of a cheesemaking variable on flavour or texture quality. Although standard procedures may be followed, e.g., International Dairy Federation standards (IDE 1997), quality judgements are biased by the individual(s) who makes them. In addition, and of greater importance, traditional quality judgements do not allow the application of statistical analyses that would enable relationships between cheese study variables and specific sensory characteristics to be determined. The unaware reader of the literature can very easily confuse measurements of overall sensory quality with descriptions of sensory difference, as it is often reported, for example, that a specific cheesemaking procedure produced cheeses that 'tasted' similar, when in fact they were judged to be of similar quality (i.e., had no defects). Cheeses judged to be of similar quality by the same judge may differ
468
Sensory Character of Cheese and its Evaluation
significantly in sensory characteristics (Delahunty and Murray, 1997). The American Society for Testing and Materials (ASTM) Committee E-18 on Sensory Evaluation of Materials and Products has defined sensory evaluation as 'a scientific discipline used to evoke, measure, analyse and interpret reactions to the characteristics of foods and materials as they are perceived by the senses of sight, taste, touch and hearing'. A key distinction between sensory evaluation and other chemical and instrumental analytical techniques, is that different techniques can be used to evoke, measure and interpret sensory characteristics that have very different objectives and outcomes. Sensory evaluation can be carried out to determine whether cheeses exhibit defects or other undesirable characteristics, whether a difference in overall sensory character can be detected between two or more cheeses, whether specific differences in sensory characteristics can be perceived, to quantify the intensity of one or more sensory characteristics, to quantify the onset, maximum intensity and decline of a sensory characteristic, and to determine whether consumers find the cheeses to be acceptable or not, based on their sensory characteristics. The distinctions in sensory evaluation methodology can be broadly classified as quality scoring, discrimination testing, descriptive testing, time-intensity testing and consumer acceptability testing, respectively. There are some excellent texts that outline sensory tests in detail (Piggott, 1988; Stone and Sidel, 1993; Lawless and Heymann, 1998; Meilgaard et al., 1999).
Grading and quality scoring The manufacture of cheese of consistent quality is extremely difficult due to the number of production factors that ultimately contribute to eating quality (see 'Factors that Affect the Quality of Cheese', Volume 1). In addition, cheeses are susceptible to a large number of defects that can originate in milk, transfer to the cheese curd during making and storage, result from microbial contamination or develop during maturation if the composition at manufacture is not controlled. However, to maintain consumer confidence and loyalty towards a cheese, it is very important to control its quality. In addition, as consumers are becoming more brand-conscious, they become less-accepting of variations in sensory characteristics that traditionally would not be considered defects, and expect to find a cheese with near-identical appearance, flavour and texture in the package each time. To test instrumentally for all possible flavours and structural properties that contribute to eating quality would be an extremely laborious task, and may not achieve success. For example, many compounds that contribute to flavour are present
in concentrations below the detection limit of even the most sophisticated instruments. Quality scoring, grading or judging against specified defects on standardised scorecards (Bodyfelt et al., 1988) is the traditional and still most widely used type of formal sensory evaluation in the cheese industry. Cheese grading is carried out to classify the potential of a cheese to develop a satisfactory character during maturation, and to maintain quality at the point of sale. Grading standards generally specify a scoring system, where top grade is awarded a maximum score, and points are deducted when defects are found. For example, the IDF provides standard scorecards for cheese, and specifies a scale that ranges from 5, representing the highest possible quality, to 0, representing the lowest possible quality (IDE 1997). Each point deducted from the scale is supported by a list of defects that merit the deduction. The defect list that accompanies each score on the scale aims to provide objectivity to the evaluation. The US cheese grading system and the American Dairy Science Association (ADSA) cheese-judging ballot operate in a similar manner (Bodyfelt et al., 1988). Tables 4 and 5 show the United States Department of Agriculture (USDA) standards for grades of Cheddar cheese, effective since 1956, which provide guidelines for the award of four g r a d e s - AA, A, B or C. Table 6 shows the ballot used by the ADSA to judge Cheddar cheese quality. McBride and Muir (1999) recently reviewed grading systems used for Cheddar cheese in Australia, United Kingdom, United States, Canada, the IDF and New Zealand. In addition, chapters in recent textbooks by Kosikowski and Mistry (1997) and Robinson and Wilbey (1998) review in detail methods of cheese grading and defects found in cheese. Kosikowski and Mistry (1997) described the sequence of cheese quality judgement. One or more expert evaluators, who have detailed product knowledge built up over many years and maintain a standard in memory of what the ideal product is in terms of sensory characteristics, carry out this evaluation. These experts have the ability to relate their recognition of specific defects to the cause of that defect and to weight the influence of each defect at different levels of severity and how they detract from overall product quality. The overall exterior of a cheese is first judged to determine if it appears deformed or soiled in any way. The rind or surface is judged next as it may be discoloured, cracked or irregular. Internal appearance is judged following cutting, or directly from a cheese trier, as it may have holes, cracks, spots or other opening defects, and colour may be uneven, mottled or dull. Odour, which may be uncharacteristic in many ways, is judged prior to placing a cheese in the mouth,
Sensory Character of Cheese and its Evaluation
469
Table 4 Specifications for Grade AA and Grade A Cheddar cheese (United States Department of Agriculture, Agricultural Marketing Service, Dairy Division)
Detailed specifications for US Grade AA Fresh or current
Medium cured
Cured or aged
(a) Flavour : Fine and highly pleasing. May be lacking in flavour development or may possess slight characteristic Cheddar cheese flavour. May possess a very slight feed flavour, but shall be free from any undesirable flavours and odours.
Fine and highly pleasing. Possesses a moderate degree of characteristic Cheddar cheese flavour. May possess a very slight feed flavour but shall be free from any undesirable flavours and odours.
Fine and highly pleasing characteristic Cheddar cheese flavour showing moderate to well-developed degrees of flavour or sharpness. May possess a very slight feed flavour but shall be free from any undesirable flavours and odours.
A plug drawn from the cheese shall be firm, appear smooth, waxy, compact, close, flexible and translucent, but may have a few mechanical openings if not large and connecting. May be slightly or not entirely broken down. May possess not more than one sweet hole per plug but shall be free from other gas holes.
A plug drawn from the cheese shall be firm, appear smooth, waxy, compact, close, and translucent but may have a few mechanical openings if not large and connecting. Should be free from curdiness and possess a cohesive velvet-like texture. May possess not more than one sweet hole per plug but shall be free from other gas holes.
Shall have a uniform, bright attractive appearence; practically free from white lines or seams. May be coloured or uncoloured, but if coloured it should be medium yellow-orange.
Shall have a uniform, bright attractive appearance; practically free from white lines or seams. May show numerous tiny white specks. May be coloured or uncoloured, but if coloured it should be medium yellow-orange.
Bandaged and paraffin dipped. Shall possess a sound, firm rind with a smooth bandage and paraffin coating adhering tightly but may possess very slight mould under bandage and paraffin, and the following other characteristics to a slight degree: Soiled surface and surface mould. The cheese shall be even and uniform in shape. Rindless. Same as for current, except very slight mould under wrapper or covering permitted.
Bandaged and paraffin dipped. Shall possess a sound, firm rind with a smooth bandage and paraffin coating adhering tightly but may possess the following characteristics to a slight degree: Soiled surface and mould under bandage and paraffin; and surface mould to a definite degree. The cheese shall be even and uniform in shape. Rindless. Same as for medium.
(b) Body and texture: A plug drawn from the cheese shall be firm, appear smooth, compact, close and should be slightly translucent, but may have a few small mechanical openings. The texture may be definitely curdy or may be partially broken down if more than 3 weeks old. Shall be free from sweet holes, yeast holes and gas holes of any kind. (c) Colour : Shall have a uniform, bright attractive appearance; practically free from white lines or seams. May be coloured or uncoloured but if coloured it should be a medium yellow-orange.
(d) Finish and appearance: Bandaged and paraffin-dipped. Shall possess a sound, firm rind with a smooth bandage and paraffin coating adhering tightly but may possess soiled surface to a very slight degree. The cheese shall be even and uniform in shape. Rindless. The wrapper or covering shall be practically smooth, properly sealed with adequate overlapping at the seams or by any other satisfactory type of closure. The wrapper or covering shall be neat and adequately and securely envelop the cheese. May be slightly wrinkled but shall be of such character as to protect fully the surface of the cheese and not detract from its initial quality. Shall be free from mould under wrapper or covering and shall not be huffed or lopsided.
continued
470
Sensory Character of Cheese and its Evaluation
Table 4
continued
Detailed specifications for US Grade A Fresh or current
Medium cured
Cured or aged
(a) Flavour: Shall possess a pleasing flavour. May be lacking in flavour development or may possess slight characteristic Cheddar cheese flavour. May possess very slight acid, slight feed but shall not possess any undesirable flavours and odours.
Shall possess a pleasing characteristic Cheddar cheese flavour and aroma. May possess a very slight bitter flavour and the following flavours to a slight degree: Feed and acid.
Shall possess a pleasing characteristic Cheddar cheese flavour and aroma with moderate to well-developed degrees of flavour or sharpness. May possess the following flavours to a slight degree: Bitter, feed and acid.
A plug drawn from the cheese shall be reasonably firm, appear reasonably smooth, waxy, fairly close and translucent but may have a few mechanical openings if not large and connecting. May be slightly curdy or not entirely broken down. May possess not more than two sweet holes per plug but shall be free from other gas holes. May possess the following other characteristics to a slight degree: Mealy, short and weak.
A plug drawn from the cheese should be fairly firm, appear smooth, waxy, fairly close and translucent but may have a few mechanical openings. Should be free from curdiness. May possess not more than two sweet holes per plug but shall be free from other gas holes. May possess the following other characteristics to a slight degree: Crumbly, mealy, short, weak and pasty.
Shall have a uniform, bright attractive appearance. May have slight white lines or seams. May be coloured or uncoloured but if coloured, it should be a medium yellow-orange.
Shall have a uniform, bright attractive appearance. May have slight white lines or seams and numerous tiny white it should be a medium specks. May be coloured or uncoloured, but if coloured, it should be a medium yellow-orange.
Bandaged and paraffin dipped. Shall possess a sound, firm rind with the bandage and paraffin coating adhering tightly but may possess very slight mould under bandage and paraffin and the following other characteristics to a slight degree: Soiled surface, surface mould, rough surface, irregular bandaging, lopsided and high edges. Rindless. Same as for current, except very slight mould under wrapper or covering permitted.
Bandaged and paraffin dipped. Shall possess a sound, firm rind with the bandage and paraffin coating adhering tightly but may possess the following characteristics to a slight degree: Soiled surface, rough surface, mould under bandage and paraffin, irregular bandaging, lopsided and high edges; and surface mould to a definite degree. Rindless. Same as for medium.
(b) Body and texture: A plug drawn from the cheese shall be firm, appear smooth, compact, close and should be slightly translucent but may have a few mechanical openings if not large and connecting. May possess not more than two sweet holes per plug but shall be free from other gas holes. May be definitely curdy or partially broken down if more than 3 weeks old. (c) Colour: Shall have a fairly uniform, bright attractive appearance. May have slight white lines or seams or be very slightly wavy. May be coloured or uncoloured but if coloured, it should be a medium yellow-orange. (d) Finish and appearance: Bandaged and paraffin dipped. Shall possess a sound, firm rind with the bandage and paraffin coating adhering tightly, but may possess the following characteristics to a very slight degree: Soiled surface and surface mould; and to a slight degree: Rough surface, irregular bandaging, lopsided and high edges. Rindless. The wrapper or covering shall be practically smooth, properly sealed with adequate overlapping at the seams or by any other satisfactory type of closure. The wrapper or covering shall be neat and adequately and securely envelop the cheese. May be slightly wrinkled but shall be of such character as to fully protect the surface of the cheese and not detract from its initial quality. Shall be free from mould under the wrapper or covering and shall not be huffed but may be slightly lopsided.
Sensory Character of Cheese and its Evaluation
471
Table 5 Specifications for Grade B and Grade C Cheddar cheese (United States Department of Agriculture, Agricultural Marketing Service, Dairy Division)
Detailed specifications for US Grade B Fresh or current
Medium cured
(a) Flavour: Should possess a fairly pleasing Should possess a fairly pleasing charactercharacteristic Cheddar cheese flavour, but istic Cheddar cheese flavour and aroma. may possess very slight onion and the May possess very slight onion and the following flavours to a slight degree: Acid, following flavours to a slight degree: Flat, flat, bitter, fruity, utensil, whey-taint, yeasty, yeasty, malty, old milk, weedy, barny and malty, old milk, weedy, barny and lipase; lipase; the following to a definite degree: feed flavour to a definite degree. Feed, acid, bitter, fruity, utensil, and whey-taint.
(b) Body and texture: A plug drawn from the cheese may possess the following characteristics to a slight degree: Coarse, short, mealy, weak, pasty, crumbly, gassy, slitty and corky; the following to a definite degree: Curdy open, and sweet holes. (c) Colour: May possess the following characteristics to a slight degree:Wavy, acid-cut, mottled, salt spots, dull or faded; and definitely seamy. May be coloured or uncoloured but if coloured, may be slightly unnatural
(d) Finish and appearance: Bandaged and paraffin dipped. Shall possess a reasonably firm sound rind, but may possess very slight mould under bandage and paraffin. The following characteristics to a slight degree: Soiled surface, surface mould, defective coating, checked rind, huffed, weak rind, and sour rind; and to a definite degree: Rough surface, irregular bandaging, lopsided and high edges.
Rindless. The wrapper or covering shall be fairly smooth and properly sealed with adequate overlapping at the seams or by other satisfactory type of closure. The wrapper or covering shall be fairly neat and adequately and securely envelop the cheese. May be definitely wrinkled but shall be of such character as to protect the surface of the cheese and not detract from its initial quality. Shall be free from mould under wrapper or covering but may be slightly huffed and slightly lopsided.
Cured or aged
Should possess a fairly pleasing characteristic Cheddar cheese flavour and aroma, with moderate to well-developed degrees of flavour or sharpness. May possess very slight onion and the following flavours to a slight degree: Flat, yeasty, malty, old milk, weedy, barny, lipase and sulfide; the following to a definite degree: Feed, acid, bitter, fruity, utensil, and whey-taint.
A plug drawn from the cheese may possess the following characteristics to a slight degree: Curdy, coarse, gassy, slitty, and corky; the following to a definite degree: Open, short, mealy, weak, pasty, crumbly, and sweet holes.
A plug drawn from the cheese may possess the following characteristics to a slight degree: Gassy, slitty, the following to a definite degree: Open, sweet holes, short, mealy, weak, pasty and crumbly.
May possess a very slight bleached surface; and the following characteristics to a slight degree: Wavy, acid-cut, mottled, salt spots, dull or faded and definitely seamy. May be coloured or uncoloured but if coloured, may be slightly unnatural.
May possess the following characteristics to a slight degree: Wavy, acid-cut, mottled, salt spots, dull or faded; and definitely seamy. May be coloured or uncoloured but if coloured, may be slightly unnatural.
Bandaged and paraffin dipped. Shall possess a reasonably firm sound rind, but may possess the following characteristics to a slight degree: Surface mould, mould under bandage and paraffin, checked rind, huffed, weak rind, and sour rind; the following to a definite degree: Soiled surface, rough surface, irregular bandaging, lopsided, high edges and defective coating.
Bandaged and paraffin dipped. Shall possess a reasonably firm sound rind, but may possess the following characteristics to a slight degree: Checked rind, huffed, weak rind, and sour rind; the following to a definite degree: Soiled surface, surface mould, mould under bandage and paraffin, rough surface, irregular bandaging, lopsided, high edges and defective coating. Rindless. Same as for medium.
Rindless. Same as for current, except slight mould underwrapper or covering permitted.
continued
472
Sensory Character of Cheese and its Evaluation
Table 5 continued Detailed specifications for US Grade C Fresh or current
Medium cured
Cured or aged
(a) Flavour: May possess the following flavours to a slight degree: Sour, metallic, onion; and to a definite degree: Acid, flat, bitter, fruity, utensil, whey-taint, yeasty, malty, old milk, weedy, barny, and lipase; feed flavour to a pronounced degree.
May possess the following flavours to a slight degree: Onion and sulfide; and to a definite degree: Flat, sour, metallic, sour, metallic, yeasty, malty, old milk, weedy, barny and lipase; and to a pronounced degree: Feed, acid, bitter, fruity, utensil, and whey-taint.
May possess slight onion and the following flavours to a definite degree: Flat, yeasty, malty, old milk, weedy, barny, lipase and sulfide; and to a pronounced degree: Feed, acid, bitter, fruity, utensil and whey-taint.
(b) Body and texture: A plug drawn from the cheese may possess the following characteristics to a definite degree: Curdy, coarse, corky, crumbly, mealy, short, weak, pasty, gassy, slitty, pinny; and to a pronounced degree: Open and sweet holes. The cheese shall be sufficiently compact to permit the drawing of a plug.
A plug drawn from the cheese may be slightly curdy and may possess the following other characteristics to a definite degree: Coarse, corky, gassy, slitty and pinny; and to a pronounced to a pronounced degree: Open, sweet holes, short, weak, pasty, crumbly and mealy. The cheese shall be sufficiently compact to permit the drawing of a plug.
A plug drawn from the cheese may possess the following characteristics to a definite degree: Gassy, slitty, pinny; and to a pronounced degree: Open, sweet holes, short, weak, pasty, crumbly and mealy. The cheese shall be sufficiently compact to permit the drawing of a plug.
(c) Colour: May have a slight bleached surface and possess the following other characteristics to a definite degree: Wavy, acid-cut, mottled, salt spots, dull or faded; and seamy to a pronounced degree. May be coloured or uncoloured but if coloured, may be definitely unnatural. The colour shall not be particularly unattractive.
May possess the following characteristics to a definite degree: Wavy, acid-cut, mottled, salt spots, bleached surface, dull or faded; and seamy to a pronounced degree. May be coloured or uncoloured but if coloured may be definitely unnatural. The colour shall not be particularly unattractive.
Same as for medium.
Bandaged and paraffin dipped. May possess very slight rind rot and the following other characteristics to a slight degree: Cracks in rind; soft spots and wet rind; and to a definite degree: Surface mould, mould under bandage and paraffin, huffed; and to a pronounced degree: Checked rind, weak rind, sour rind and huffed; and to a pronounced degree: Soiled surface, rough surface, defective coating, irregular bandaging, lopsided and high edges. Rindless. Same as for current, except definite mould under the wrapper or covering permitted.
Bandaged and paraffin dipped. May possess the following characteristics to a slight degree: Rind rot, cracks in rind; and to a definite degree: Checked rind, weak rind, sour rind, wet rind, soft spots and huffed; and to a pronounced degree: Rough surface, soiled surface, surface mould, mould under bandage and paraffin, defective coating, irregular bandaging, lopsided and high edges. Rindless. Same as for medium.
(d) Finish and appearance: Bandaged and paraffin dipped. May possess the following characteristics to a slight degree: Cracks in rind, soft spots and wet rind; and mould under bandage and paraffin; and to a definite degree: Soiled surface, surface mould, defective coating, checked rind, weak rind, sour rind, and huffed; and to a pronounced degree: Rough surface, irregular bandaging, lopsided and high edges. Rindless. The wrapper or covering shall be fairly smooth and properly scaled with adequate overlapping at the seams or by other satisfactory type of closure. The wrapper or covering shall adequately and securely envelop the cheese. May be definitely soiled and wrinkled but shall be of such character as to protect the surface of the cheese and not detract from its initial quality. May have slight mould under the wrapper or covering and may be definitely huffed and lopsided.
Sensory Character of Cheese and its Evaluation
473
Table 6 American Dairy Science Association ballot for judging the quality of Cheddar cheese. A score of 10 is awarded if the judge cannot find fault with the flavour of the cheese. A score of 5 is awarded if a judge cannot find fault with the body and texture of the cheese. When scores of 9 or less, or 5 or less, for flavour or body and texture, respectively, are awarded, the cause for deduction of marks should be indicated
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Sensory Character of Cheese and its Evaluation
and usually immediately upon opening a packed cheese, cutting a coated cheese or removing a trier plug from a cheese. Flavour judgement is made next, when a sample of cheese is placed in the mouth, chewed and moved around and then expectorated. As for odour, numerous uncharacteristic flavours may be detected in defective cheese, and in addition a cheese that is over-salty or very bitter may be considered defective. Finally, but sometimes simultaneously, body and texture are judged. Defects such as over-hardness, crumbliness, mealy and sticky are judged, most often by working a cheese between the thumb and the fingers. Table 7 presents a list of cheese sensory quality characteristics, which are mostly defects recognised internationally and are described in the IDF standard (IDE 1997). It should be noted that a characteristic considered to be a defect in one cheese type may be very much desired in another (e.g., the acceptable hardness of Parmigiano-Reggiano would be considered a defect in Cheddar), and therefore judges must take this into account, and evaluate based on their experience of each cheese type individually. In addition, it may be that a characteristic found in the same cheese type produced in two different countries may be considered defective in one country, but acceptable in another. This will be related to the experience of the cheese consumer in each country, which can be very different. However, cheeses produced in automated facilities today are much less likely to suffer from significant defects due to improved hygiene practices at
all stages of milk handling and cheesemaking, beginning on the farm. In addition, control over cheesemaking has improved significantly in recent years. Cheese grading or quality scoring provides a rapid and simple way quickly to assess overall sensory quality, but does not adequately take into account so-called 'non-quality' related differences in sensory characteristics that give the cheese of individual producers, or regions of production, a distinctive taste. Traditional 'quality criteria' are changing as product ranges expand (e.g., to include low-fat cheeses); variety of cheeses is much greater, and differentiation is increasingly made by purposely developing distinctive sensory characteristics, such as those now given to cheeses by the use of adjunct cultures. Sensory characteristics that are not traditionally considered defects, but which can also differ from one cheese to another, are now also important in determining eating quality for the discerning consumer. What is a negative attribute to one consumer may be a desirable attribute to another consumer. Also, although the characteristics that expert judges seek are those that their market demands, their assessments do not always coincide with those of consumers. It is now well documented that the consumer and the expert opinions of quality often differ. For example, McBride and Hall (1979) found that consumers' preferences among twelve cheeses, ranging from poor to good quality, were not correlated with their official grade scores. Finally, the current cheese-grading practice does not measure accurately the intensity of a given defect, and
Table 7 Terms used by cheese graders to describe sensory characteristics of cheeses that determine quality with particular emphasis on defects (IDF, 1997; Robinson and Wilbey, 1998) Exterior appearance Rind/surface
Appearance interior: Openings
Appearance interior: Colour
Consistency, body and texture
Flavour, odour and taste
Concave, convex, deformed (bulged), dirty, oblique, soiled, too flat, too high, vaulted (blown) Corroded, cracked, discoloured, dry, fatty, holes, incorrect mould, irregular mould, mould under covering, rotten, rough, smear under covering, smeary, speckled, spots of mould, thick, thin, too little mould, too little smear, too much smear, wet, wrinkled Blown, close, collapsed, cracks, distorted, foreign material, foreign mould, glossy openings, hoop side mould, many holes near the surface, nesty openings, no holes, not typical, pin-holed, spots of putrification, too few, too large, too many, too small, uneven, unevenly mouldy Bleached near the surface, bright, brownish, dirty, discoloured, grey, marbled, mottled, natural, pale/dull, red colour near the surface, speckled, streaky, strong, two-coloured, unevenly coloured, weak, yellow Brittle, chalky, close, coarse, crumbly, curdy, dripping, dry, elastic, firm, flaky, friable, gassy, granular (grainy), greasy, gritty, gummy, hard, harsh, hoop side sift, layered, leathery, long, lumpy, mealy, pasty, runny, rough, short, smeary, smooth, soft, soggy, spongy, springy, squeaky, sticky, stringy, thin (watery), tight, tough, uneven, wet Acid, alcoholic, ammoniacal, aromatic, bitter, bland, burnt, buttery, butyric acid, chemical, clove, cooked, cowy, creamy, ethereal, feedy, fermented, fishy, flat, flowery, foreign flavour, foul, foetid, fruity, garlic, goaty, harsh, malty, metallic, mild, mouldy, musty, musty-flat, nutty, off, oily, oniony, over-ripe, pale, peardrop, putrid, rancid, resinous, rich, ripe, sandy, salty, sharp, soapy, sour, spicy, stale, strong, superfine, sulphide, sweaty, sweet, tangy, tallowy, uncharacteristic, unclean, weedy, yeasty
Sensory Character of Cheese and its Evaluation
therefore further statistical analyses that determine the extent to which cheeses differ, and that mathematically relate composition to defect intensity, are not appropriate. It is important to note that there are still industry situations where grading or quality scoring may be appropriate due to a large number of products that must be assessed in a short period of time. However, these sensory tools were not designed to be quantitative or representative of the entire cheese sensory profile and are not ideal tools for research or marketing. Discrimination tests
Sensory discrimination tests differ from quality scoring tests in that they involve direct comparisons of cheeses to determine whether there is either an overall difference between them or whether they differ for a specific and designated characteristic. The most commonly used discrimination tests include the Paired Comparison (ISO, 1983a), Duo-Trio (ISO, 1991), Triangle (ISO, 1983b) and Ranking tests (I50, 1988). In the Paired Comparison test, two cheeses are presented for comparison with one another and assessors are asked whether they differ; generally, a difference for one specific sensory characteristic is tested. In the Duo-Trio test, assessors are asked which of the two products is the most similar to a third reference product, allowing a common reference to be used again and again. This test has obvious advantages for quality control, although it is not possible to maintain a consistent cheese reference over time. In the Triangle test, assessors are presented with three cheeses and asked to choose which is the most different from the other two. In the Ranking test, four to six cheeses are generally presented for comparison of a single-designated attribute, and the assessor is asked to rank them in order of increasing intensity of that attribute. In best practice, the assessors are forced to make a choice each time for all discrimination tests, thus eliminating response bias. Whether a difference exists or not is determined statistically, based on the number of choices a panel of assessors makes for each cheese in the test, using binomial tables or Chi-squared tests. Therefore, discrimination tests are the most objective and the most sensitive of sensory tests. An additional advantage of these tests is that they do not require well-trained assessors. The only requirement is that all assessors are reasonably sensitive and recognise and understand the designated attribute in a common way. W h e n compared with the traditional quality scoring methods, these discrimination procedures are by far better suited to application to research problems, they follow good sensory evaluation principles and do not encounter problems in scaling and statistical analyses.
475
For this reason, their principles should now be added to quality scoring methods in an attempt to introduce comparability between the scores of one judge and another. It is also common practice to carry out discrimination tests on cheeses to determine whether a difference exists prior to further testing by more costly methods that aim to describe and quantify differences. Descriptive analyses
A majority of scientists who study cheese are interested in understanding the fundamental reasons why a cheese 'tastes' as it does, not just whether the cheese is acceptable, and for this purpose quality control sensory methods are of little value. Descriptive sensory analysis refers to a collection of techniques that seek not only to discriminate between the sensory characteristics of a range of cheeses, but also to determine a quantitative description of all the sensory differences that can be identified. For example, Figs la and lb illustrate quantitative differences in perceived flavour, measured using descriptive analysis, between two hard Swiss cheeses and two Blue cheeses, respectively. All cheeses may be profiled in this way, providing objective and reproducible sensory descriptions of cheeses and providing a basis for determining what characteristics are influenced by changes in cheesemaking practice or composition, and also what characteristics are important for consumer acceptance. The most commonly used descriptive analysis methods for all food types include the Flavour Profile Method (Cairncross and Sj6strom, 1950), Texture Profile Method (Brandt et al., 1963), Quantitative Descriptive Analysis (QDA) T M (Stone et al., 1974), the Spectrum T M method (Meilgaard et al., 1999), Quantitative Flavour Profiling (Stampanoni, 1993a,b), and Free-Choice Profiling (Langron, 1983; Thompson and MacFie, 1983). A review of descriptive sensory analysis, which details advantages, disadvantages and applications of each of the methods referred to above was published recently by Murray et al. (2001). Each descriptive method has three stages to its implementation. The first involves selecting a panel to conduct the sensory evaluations, the second, establishing terminology or a vocabulary, by which to describe a products' sensory characteristics and the third, quantifying these sensory aspects. However, for each method, the process is somewhat different. In the cheese industry, as there is a strong tradition of judging that is linked to extensive knowledge of cheese, then it is a wise approach that seeks to build on this knowledge rather than to reinvent the wheel. If the investment in descriptive sensory testing is for the long term, then the Spectrum T M method, or a similar one, is preferable.
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Using this method, a group of cheese experts develop and define a descriptive language using a series of universal intensity scales upon which assessors score their perceptions (Drake et al., 2001; Drake and Civille, 2003). The sensory panels that will use the method, often at more than one research site, are then extensively trained. When trained, individual assessors must be able to discriminate between cheeses using each attribute in the descriptive language, repeat their assessments and agree with other panel members on the size and the direction of differences in cheese attributes. The advantages of this descriptive analysis technique are that one panel can be trained readily on several cheese types since one intensity scale is used, different types of cheese can be compared directly and panel scaling is less prone to drift with time (Drake and Civille, 2003). In addition, this approach is objective and allows comparison of results between panels, between laboratories, and from one time to another. For example, if one wishes to study the maturation of a cheese over time, then one must ensure that the differences observed in the results between 3, 6 and 9 months are related specifically to changes that occur in the cheese and not to changes in the performance of the sensory panel. If a cheese type is to be evaluated not very often, or the sensory panel available will not specialise in cheese only, or resources are limited, then the QDA T M approach may be preferable. Using this method, the panel of assessors develop and define the language themselves whilst tasting a wide range of the test cheeses (Murray and Delahunty, 2000b). Assessors must agree with other panel members on the meaning of terms in the descriptive vocabulary and repeat their assessments, but are not required to agree on how to use the attribute scales to rate intensity. When this method is used instead of the Spectrum T M method, it is more difficult to compare the results from one study with those from another in absolute terms. Free-Choice Profiling (FCP) is another useful descriptive analysis method (Williams and Langron, 1984). This method allows the use of untrained assessors, or consumers, to profile the sensory characteristics of cheese. Each assessor may use an individual descriptive vocabulary that they have developed themselves, and which they then readily understand, and data are analysed using Generalised Procrustes Analysis (GPA; Arnold and Williams, 1986). Free Choice Profiling has been used to describe Cheddar cheese (Jack et al., 1993; O'Riordan et al., 1998), Parmigiano-Reggiano (Parolari et al., 1994) and ewes' milk cheeses (Barcenas et al., 2003). The advantages of FCP are that accurate discrimination between cheeses in terms of perceived sensory characteristics can be achieved in a very short
477
time and at a relatively little cost, and that discrimination is based on a large selection of informative words that consumers use and with which they are familiar with. The main disadvantage is that it is difficult to correlate perceived intensity of sensory characteristics obtained in this way, as they are too numerous and imprecise, and there is no consensus vocabulary. To obtain improved accuracy, sensory panels used for descriptive analyses generally comprise of 10-12 assessors instead of a smaller number of experts (with the exception of FCP where 15-20 assessors are needed). These assessors are screened for sensory acuity and relative interest (Stone and Sidel, 1993). A panel or group of individuals is used as factors such as age, saliva flow and onset of fatigue vary between assessors. Assessors also vary in sensitivity to particular stimuli, and it is highly probable that they also vary in their concentration-response functions (Lawless et al., 1994; Williams, 1994). In addition, temporary illness or psychological bias can cause day-to-day changes in sensory ratings. The key point of objective descriptive analysis is that it should be reproducible and independent of consumer preferences. Unlike traditional quality methods that use scorecards, there is no judgment of 'good' or 'bad' as this is not the purpose of the evaluation. The trained sensory panel operates as an instrument and generates quantitative data analogous to instrumental data. As with any instrument, replication is required. Two guidelines have been published dealing with cheese texture (Lavanchy et al., 1994) and the aroma and flavour of cheese (B~rodier et al., 1997a). These guidelines are very valuable as they define descriptive vocabularies, and then detail a procedure for evaluation of each characteristic, including the use of universal scales that are standardised at a number of points with common food references. In addition, they provide translations of many descriptive characteristics of cheese in Spanish, French, Italian, English and German. However, it is important to note that sensory lexicons or languages are not finite and will continue to evolve with time, usage and application. Time-intensity sensory analyses The sensory methods discussed above do not account for the dynamics of flavour release from cheeses that occurs during their consumption. Nor do they account adequately for changes to cheese texture, which occur progressively during mastication and breakdown of a cheese in the mouth. When using conventional sensory procedures, particularly descriptive analyses, assessors 'time-average' their responses to arrive at a single intensity value. This looses much useful information such as
478
Sensory Character of Cheese and its Evaluation
rate of onset of stimulation, time and duration of maximum intensity, rate of decay of perceived intensity, time of extinction and total duration of the entire process (Lee and Pangborn, 1986). To determine most details about sensory characteristics, changes in sensory character that occur during cheese consumption (which can take up to 30 s for a 'bite-sized' piece) can be measured using time-intensity methodology (Lee and Pangborn, 1986), or in the case of texture, using progressive profiling (Jack et al., 1994). Time-intensity methods are useful for the study of new cheese types, such as low-fat cheeses, as the reduction in fat content not only influences sensory character development, but also the breakdown of the cheese in the mouth during consumption and the rate of release of compounds that contribute to flavour. For example, in a study of Cheddar cheese flavour, the time taken to reach maximum intensity for 'sharpness', 'bitterness' and 'astringency' was consistently longer in reduced-fat than in full-fat Cheddar and, more importantly, the rate of flavour release was greater (Shamil et al., 1991/92). Temporal differences in perception indicate an altered flavour balance, caused by reducing the fat content of the cheese, which may be important in consumer acceptability. Delahunty et al. (1996a) showed that a 'fruity' note, which might be considered an off-flavour (Aston et al., 1985; Urbach, 1993), became a dominant flavour characteristic sooner during consumption and at a much greater intensity in a low-fat Cheddar-type cheese than in the full-fat equivalent. Delahunty et al. (1996b) also demonstrated that improved relationships between volatile composition and perceived sensory characteristics could be achieved by relating time-intensity sensory data with dynamic volatile compound release data. Jack et al. (1994) found that the texture of Cheddar cheese was perceived to be relatively coarse and crumbly earlier in the chewing sequence, but became increasingly smooth and creamy as chewing progressed. In addition, other more subtle or specific cheese-dependent changes occurred as breakdown in the mouth progressed. It was hypothesised that knowledge of these dynamic changes in texture character is important for understanding consumer acceptability. Consumer acceptability testing
Trained sensory panels should not be asked to express a preference as their expert knowledge will introduce bias. To determine the eating quality of cheese, a naive consumer panel or subjective assessors are used. Ideally, these assessors will be regular consumers of the product type under test or represent the target market for the product. Such consumers bring their subjective experience to this test, for although their preferences
will be based on the sensory characteristics tested, they will be referring to past eating experience. In addition, when one considers that the target market may be children, elderly consumers, consumers in another country or consumers from a culture virtually unknown to the producer, then it becomes clear that the internal expertise in a company or organisation cannot hope to predict acceptability adequately. Consumer acceptability testing makes use of rating scales that measure relative dislikes and likes (e.g., the ninepoint hedonic scale (Peryam and Girardot, 1952)), discrimination tests based on preference (e.g., paired preference, ranked preference) or just right scales that ask a consumer how they feel about the designated sensory characteristic. It is recommended that a minimum of 50-60 targeted consumers be used for consume> sensory testing, and a greater number than this if one expects segmentation of preferences (MacFie and Hedderly, 1993). One of the biggest challenges in consumer research is the clarification of consumer language. Consumers may use terms that are ambiguous, have multiple meanings, are associated with 'good' or 'bad' or are combinations of several terms. Integrated terms, such as 'creamy', are often used by consumers to represent a combination of positive attributes. Determining exactly what attribute or attributes 'creamy' refers to (flavour or texture or mouthfeel) have been the subject of many studies relating consumer and trained sensory panels (Mela, 1988; Elmore et al., 1999; Bom Frost et al., 2001). Dacremont and Vickers (1994a,b), who used concept matching to clarify consumer perception of Cheddar cheese flavour, found that the concept of Cheddar cheese flavour is a consumer concept and probably varies widely among consumers, as does Cheddar cheese flavour itself. However, the number of consumers questioned was small and further studies with larger consumer groups, and with demographic information, including types (brand, age) of Cheddar cheese normally consumed, would provide additional clarification.
Influence of Cheesemaking Variables on Sensory Character During the past ten years or so, there have been numerous reports of the application of descriptive sensory analysis to determine accurately the influence of cheesemaking variables, e.g., maturation time and temperature, starter culture or use of adjunct cultures, on the sensory characteristics of cheese (Table 3). Studies of Cheddar cheese maturation have found that, overall, the intensity of odour, flavour and aftertaste is determined by the length (Piggott and Mowat,
Sensory Character of Cheese and its Evaluation
1991; Muir and Hunter, 1992a) and the temperature of maturation (Hannon et al., 2003). However, flavours such as milky/buttery and creamy decrease in intensity, while flavours such as sour, bitter, rancid and pungent increase in intensity (Piggott and Mowat, 1991; Muir and Hunter, 1992a; Hannon et al., 2003). Some textural changes, e.g., firmness, are controlled by the cheesemaking procedure and cheese composition, whereas mouth-coating character is related to maturation time (Piggott and Mowat, 1991; Muir and Hunter, 1992a). Hort and Le Grys (2001), who also studied Cheddar, found that springiness decreased, and crumbliness and creaminess increased as maturation progressed. Banks et al. (1993) and Fenelon et al. (2000) used descriptive analysis to determine the sensory properties of low-fat Cheddar cheese, and to compare these with the sensory properties of full-fat Cheddars. Fenelon et al. (2000) found that there were some differences in flavour characteristics related to fat content that were present regardless of the age of cheese. Fullfat cheeses were consistently more buttery, creamy and caramel-like. Adhikari et al. (2003) found that low-fat and full-fat Swiss cheeses, and low-fat Cheddar cheeses were dry and crumbly. Factory and farmhouse Cheddars have also been compared using descriptive sensory analysis (Muir etal., 1997a; Murray and Delahunty, 2000c); farmhouse cheeses were found to have a greater diversity in sensory characteristics. In addition, cheeses produced from pasteurised milk were found to be clearly different from those produced from unpasteurised milk, with the unpasteurised milk cheeses being more diverse in sensory character and more intensely flavoured (Grappin and Beuvier, 1997; Muir et al., 1997a; Murray and Delahunty, 2000c). Numerous studies have used descriptive sensory analysis to address the role of specific adjunct cultures or starter culture enzyme systems in Cheddar cheese flavour (Drake et al., 1996, 1997; Muir et al., 1996; Delahunty and Murray, 1997; Lynch et al., 1999; Banks et al., 2001; Broadbent et al., 2002). Muir et al. ( 1 9 9 6 ) demonstrated that starter culture type and adjunct determined the sensory character of cheese. However, they also found direct and interactive effects of composition. More recently, O'Riordan and Delahunty (2003a,b) found that starter culture type led to consistent differences in sensory characteristics between Cheddar cheeses, but that composition led to significant variation within batches of cheese made using the same starter culture. Delahunty and Murray (1997) also demonstrated differences between Cheddar cheeses based on starter culture type, although these cheeses were awarded the same grade score (Fig. 2). Descriptive sensory analysis has been used to determine the impact of yeast extract and milk standardisation
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with milk protein concentrate on reduced-fat Cheddar cheese flavour (Shakeel-ur-Rehman et al., 2003a,b,c) and of smoking parameters on cheese flavour (Shakeelur-Rehman et al., 2003d). There have been many studies of cheese types other than Cheddar, and to discuss them all would be impossible within the scope of this chapter. Of most interest are studies of Comte cheese using a flavour-descriptive vocabulary developed by B~rodier et al. (1997b; published in French). This lexicon has been used to identify naturally existing cheese geo-regions within France (Monnet et al., 2000). In addition, Virgili et al. (1994) used descriptive analysis to study the sensory-chemical relationships in Parmigiano-Reggiano cheese. Descriptive analysis of cheese texture has been conducted recently on a variety of cheeses, on cheeses of different fat contents and on fat replacers (Drake and Swanson, 1996; Drake et al., 1999a; Lobato-Calleros et al., 2001; Madsen and Ardo, 2001; Gwartney et al., 2002). In these studies, descriptive sensory analysis was used to differentiate cheeses and/or the impact of various treatments. A sensory texture language, like a cheese flavour language, is also not necessarily finite. The language will continue to be refined, particularly as additional cheeses are studied or as additional instrumental studies are conducted. The texture languages used by Drake et al.
480 Sensory Character of Cheese and its Evaluation (1999a) and Gwartney et al. (2002) were merged into one complete language by Brown et al. (2003).
Towards a Universal Cheese-Sensory Language As mentioned previously, some of the key advantages of using descriptive sensory vocabularies with definitions and references are the ability to communicate accurately results between multiple research groups or to reproduce research results at different sites. Hirst et al. (1994) compared the evaluation of cheese between trained British and Norwegian panels using independently developed sensory languages. Cross-cultural differences were attributed to the observed discrepancies in term usage and sample differentiation. More recently, ring trials at seven sites across the European Union were conducted and a core sensory language for evaluation was developed (Hunter and McEwan, 1998; Nielsen and Zannoni, 1998). While similar patterns of differentiation among samples by panels that use different languages are expected (particularly if the vocabularies are comprehensive and the panellists highly trained), standardised language with definitions and references improves communication, cross panel validation and subsequent application of descriptive analysis results to instrumental or consumer data. Further, other sources of variation potentially exist in comparing panel results at different sites within the same country using the same language. Drake et al. (2002) reported on the performance of three descriptive panels trained at different sites by different panel leaders on a previously developed and standardised cheese descriptive language (Drake et al., 2001). Panels were able to communicate accurately attribute differences between cheeses. However, differences were observed between these panels in scale usage and attribute recognition. These differences were attributed to the differences in panel leadership and the duration of panellist training. In a similar study, Martin et al. (2000) compared odour profile results of two panels. Language, scale and method of presentation were standardised. Results obtained from the two panels were similar. However, differences between attribute intensities were reported and were attributed to differences in the experience and/or perception of individual panellists. As with the conclusions of Drake etal. (2002), strong panel-leader interaction was recommended as a means of rectifying these differences, along with regular feedbacks between the two panels. As referred to previously, Tables 1, 2 and 3 present terms used for descriptive sensory analysis by different research groups for a wide variety of cheeses. In many cases similar terms have been used to describe dominant
characteristics of different cheese types, suggesting that it could be possible to develop and standardise a terminology that can be used universally and for all cheese types. The will to achieve this objective is much needed.
Relating S e n s o r y Characteristics to C o n s u m e r Preferences Preference mapping is a generic term given to a collection of techniques, which have emerged in recent years to quantify, analyse and interpret consumer preferences for products. A premise can be made that the preferences of a group of consumers of sufficient size (60 or more) will discriminate between comparable products based on intrinsic sensory differences, and that the degree and direction of discrimination will reflect the number and the intensity of sensory differences that can be perceived. Therefore, by simply quantifying and analysing preference, or acceptance for the range, a preference map reflecting sensory differences can be drawn. The preferences of individual consumers can be represented as a map loading, and areas of minimum and maximum preference can be identified. In addition, segmentation techniques, when used in tandem, can illustrate opportunities for a selection of optimised products within the same range (or sensory space). Analysis of consumer preference data in this way is referred to as internal preference mapping (McEwan, 1995; Schlich, 1995). When consumer preference evaluation of a set of cheeses is followed by the application of descriptive analysis to the same set of cheeses, this allows multivariate statistical analysis, e.g., using Partial Least Squares Regression (PLSR; Martens and Martens, 1986), and relation of descriptive properties that describe exactly what attributes are perceived and at what levels with the extent and direction of consumer preferences. This additional analysis facilitates interpretation of the internal preference map, and is referred to as external preference mapping (McEwan, 1995; Schlich, 1995). These techniques provide a powerful research tool for market analysis and new product development. One can extend the preference map by seeking technical extensions, or relationships between preferences, sensory characteristics and physical and chemical properties of products. One can also extend the preference map by seeking behavioural extensions, or by determining characteristics of the consumers and how they have developed their preferences and make their choice decisions. Preference mapping has been conducted with many products, including cheese (McEwan etal., 1989; Lawlor and Delahunty, 2000; Murray and Delahunty, 2000a,c; B~ircenas et al., 2001). Recently, Young et al.
Sensory Character of Cheese and its Evaluation 481 (2003) conducted preference mapping of Cheddar cheeses using consumers at two different locations (Oregon and North Carolina, USA). Seven Cheddar cheeses with distinct descriptive sensory properties were selected. Six distinct consumer clusters were identified, indicating a wide variability in consumer preferences even among one cheese type. Analysis of the consumer concept of 'aged cheese flavour' and 'young cheese flavour' indicated that consumers could differentiate between young and aged Cheddar cheeses and that these concepts were consistent with descriptive panel language. However, the consumer concept of 'Cheddar flavour' varied widely and was not pinpointed to specific descriptive cheese flavour terms. Lawlor and Delahunty (2000) conducted preference mapping with a diverse range of cheese types, and also found wide variability in consumer preferences. Although a Blue Shropshire cheese, described as coloured, mouldy and crumbly, was the least liked overall (162 consumers), it was preferred by two of seven segments of the consumer sample, representing 50% of the total questioned. On the other hand, a Gruyere cheese, described as fruity, sweet and firm, was preferred overall, but was the first choice of only one segment with 10 consumers.
Relating Sensory Perception to Chemical Components and Instrumental Measurements Relating defined sensory flavour and/or texture to specific instrumental tests or chemical compounds is an important and expanding area of research. Cheese flavour chemistry and texture analyses are addressed in detail in 'Cheese Flavour: Instrumental Techniques' and 'Rheology and Texture of Cheese' of Volume 1, but sensory characteristics of cheeses cannot be addressed without brief attention to this subject. Relating sensory perception to instrumental measurements is important because in certain cases an instrumental test would be more cost-effective and/or convenient than sensory testing. However, more importantly, establishment of key relationships between sensory perception and flavour chemistry or rheology provides the potential to link cheese flavour or texture to the technology of cheese production; this is a key issue in providing a consistent and high-quality product to the discerning consumer. Relating sensory language and chemical volatile compounds represents a challenge for several reasons. The relative concentration of a compound in a cheese is not necessarily a measure of its sensory impact due to different sensory thresholds and the effects of the food matrix on retention and release. The sensitivity and selectivity of the extraction technique must also be taken into account (Delahunty and Piggott, 1995).
Finally, only a small percentage of the volatile components in a food are odour-active (Friedrich and Acree, 1998; see also 'Cheese Flavour: Instrumental Techniques', Volume 1). Establishing these relationships is time-consuming and tedious. To use flavour as an example, extensive and relevant instrumental volatile analysis must be conducted, followed by gas chromatography-olfactometry (GC-O) and quantitative analysis to pinpoint volatiles of interest. On the sensory side, descriptive analysis with a defined and anchored language is required. Sensory threshold testing to confirm that key volatile compounds are above detection thresholds must be conducted, followed by descriptive sensory analysis of compounds in model systems across the concentration range found in the cheese to confirm the sensory response (Drake and Civille, 2003). It should also be noted that the perception of the cheese flavour is an integrated response to numerous mixed stimuli, including volatile compounds, nonvolatile compounds and structural properties. The perception of this stimulation is multi-modal, but simultaneous, and therefore very complex. Panelists tasted water-soluble extracts of Comte cheese to identify fractions, which had particular tastes, in an attempt to clarify the effect of peptides and amino acids on flavour (Salles etal., 1995). Preininger et al. (1996) used an unripened cheese matrix to evaluate both volatile and non-volatile flavour components of two Swiss cheese samples. A similar study was conducted on Emmental cheese and reduced-fat Cheddar cheeses (Rychlik etal., 1997; Suriyaphan etal., 1999). Suriyaphan etal. (2001) identified key chemical volatile components of cowy/barny and earth/bell pepper sensory perceived flavours in selected aged British Farmhouse cheeses. In this study, sensory properties were identified by descriptive sensory analysis, aroma volatiles were quantified by gas chromatography-mass spectrometry (GC-MS) and aroma properties described by GC-O. Suspected key volatiles were selected from GC-O data based on aroma properties and flavour dilution values. The selected aroma components were subsequently incorporated into mild (bland) cheese across the concentration range encountered in the Farmhouse cheeses and evaluated by descriptive analysis. Studies such as these provide convincing evidence of the contribution of particular compounds to flavour. Model systems have not as yet provided insights into the role of compound mixtures and the role of compounds at sub-threshold levels. These are complex issues and will require extensive future research. An alternative approach to determining the influence of composition on sensory character is to use multivariate statistical techniques, such as PLS, to determine
482
Sensory Character of Cheese and its Evaluation
relationships between compositional data and quantitative descriptive sensory data. This technique has the advantage of enabling comparison of all mathematically possible combinations of compositional variables with perceived intensity of one or more sensory characteristics, following theoretically the principle of the component balance theory (Mulder, 1952). The validity and value of relationships determined in this way will depend on the amount and type of compositional data collected, and the accuracy of both the compositional and the sensory data. Lawlor et al. (2001, 2002, 2003) determined predictive models using this technique for numerous flavour and texture attributes described in a wide variety of cheese types. Many studies have also been conducted to explore the relationships between sensory properties, compositional measurements and instrumental measurements of cheese texture (Wium et al., 1997; Bachmann et al., 1999; Drake etal., 1999b; Antoniou etal., 2000; Benedito etal., 2000; Truong etal., 2002) and to devise instrumental methods to assess more accurately or predict sensory properties of cheese (Sorensen and Jepsen, 1998; Breuil and Meullenet, 2001; Meullenet and Finney, 2002). Lawlor et al. (2001, 2002, 2003), using PLS, determined relationships between gross composition and perceived texture for a wide variety of cheeses, and found a number of consistent relationships. In particular, it was found that firmness was positively correlated with protein and mineral salt content, and negatively correlated with moisture and pH. Both hand and mouth terms can be used for sensory analysis of cheese texture (Drake et al., 1999c). In general, empirical texture tests and large-strain tests (compression) have been shown to correlate well with sensory bite terms (firmness, elasticity) although the correlation varies with cheese type, instrumental test and specific sensory term and definition. More recently, Brown et al. (2003) demonstrated specific knowledge gaps in relating sensory chewdown terms to rheological tests. Sensory rigidity and resiliency terms were correlated with rheological tests. However, chewdown terms such as 'degree of breakdown', 'cohesiveness', 'adhesiveness', 'smoothness of mass' and 'smoothness of mouth coating' were not related to instrumental tests. Additional work is needed to investigate the role that fundamental rheological tests can play in differentiating and relating to these important sensory texture parameters in cheese.
Conclusions The sensory characteristics of cheese determine the eating quality of cheese and consumer acceptability. The appearance, flavour and texture of cheese are extremely complex, not simply due to the very wide
diversity of cheese types that are produced, but also the many stages that any cheese goes through during its production and ripening. The complex composition and structure of cheese stimulate each of the human sensory modalities at approximately the same time, resulting in an integrated perception that a consumer responds to during and after cheese consumption. The dairy industry, including cheese production and marketing, has relied on outdated grading and judging methods for quality control and product development for many years. While these methods still have use, objective descriptive analysis techniques are increasingly being applied in cheese quality research in parallel with innovative studies of cheesemaking, cheese composition and consumer acceptability of cheese. Advances in the application of objective sensory science techniques have improved understanding of the relationships between these factors and the sensory attributes of cheese. However, direct comparison of research findings between different laboratories working with the same cheese type, and between studies on different types of cheese, will not be possible until such time as a universal language to describe cheese sensory character is defined and standardised.
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Cheese Flavour: Instrumental Techniques J.-L. Le Qu~r~, Institut National de la Recherche Agronomique (INRA), Unite Mixte de Recherche sur les Ar6mes (UMRA), Dijon, France
Introduction The sensory properties of food are important determinants in the choice of foodstuffs by the consumer, and flavour plays a prominent role in this context. Flavour may be defined as the combination of taste and odour, sensations of pain, heat and cold (chemesthesis or trigeminal sensitivity), and tactile sensation. Sensory analysis is clearly the most valid means of measuring flavour characteristics. Applied to cheese flavour, sensory evaluation is a prominent descriptive tool which is used widely in dairy science and industry (Issanchou et al., 1997; see also 'Sensory Character of Cheese and its Evaluation', Volume 1). However, determining flavour also means analysing volatile compounds that are sensed in the nose at the olfactory receptors either via the orthonasal (odour) or retronasal (aroma) routes when foods are eaten, non-volatile compounds sensed on the tongue (taste), and compounds perceived as mouthfeel and texture. Instrumental analyses of flavour have been used primarily to analyse volatile components. The main reason for this is the major importance of aroma in the overall flavour of a food, as is easily demonstrated by the difficulties encountered by subjects attempting to identify a particular flavour if the air flow through the nose is prevented, and the fact that volatile components are more amenable to conventional instrumental analysis than non-volatile compounds. Therefore, since the early studies published in the 1960s and the 1970s (Dumont and Adda, 1972, and references cited therein), instrumental methods have concentrated on identification of aroma compounds (Mariaca and Bosset, 1997). Only recently, some significant efforts have been made to develop instrumental procedures to characterise non-volatile components in cheese which are responsible for cheese taste (Salles et al., 1995a; Salles and Le Qu~r~, 1998; Engel et al., 2000a,b; Le Quere and Salles, 2001). Instrumental analysis of aroma volatiles has been the subject of important specialised treatises (for the most recent literature on the subject, see Ho and Manley, 1993; Marsili, 1997; Mussinan and Morello, 1998; Stephan etal., 2000; van Ruth, 2001a; Reineccius, 2002, and specifically for instrumental analysis of
volatiles in milk and dairy products see Delahunty and Piggott, 1995; Mariaca and Bosset, 1997). Therefore, the part of this chapter that will be devoted to the analysis of cheese volatiles will focus on particular techniques adapted to the particular characteristics of cheese. Cheese flavour components result from the principal biochemical degradation pathways: glycolysis, lipolysis and proteolysis (see 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). The aroma compounds produced are mainly hydrophobic, or lipophilic, and consequently they tend to concentrate in the cheese fat according to their water/fat partition coefficient. Instrumental analysis of cheese volatiles must, therefore, consider, as a first step, an extraction method suitable for separating these volatiles from the cheese fat matrix. However, no single method yields a 'true' picture of a food aroma (Reineccius, 2002), and isolation and analysis of aroma remain challenging (Teranishi, 1998). Moreover, not only may the extraction step lead to artefacts, but the total volatile content in most cases is very difficult to relate to the flavour profile determined by a panel in sensory evaluation. Therefore, it appears much more efficient to concentrate efforts on the identification of those compounds that are really relevant to flavour. As no universally suitable extraction method exists, it appears essential to choose a method that yields an extract representative of the sensory properties of the food (Abbott et al., 1993; Eti~vant et al., 1994; Eti~vant and Langlois, 1998). Once this extraction method has been chosen, the next steps involve various forms of gas chromatography among which gas chromatography-olfactometry (GC-O) plays a prominent role in determining the key volatile compounds that contribute significantly to the flavour of the food (Leland et al., 2001), and gas chromatography-mass spectrometry (GC-MS), which is essential for the identification of those key odorants. Water-soluble extracts (WSE) from cheese have strong flavours (Biede and Hammond, 1979; McGugan
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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Cheese Flavour: InstrumentaITechniques
et al., 1979; Aston and Creamer, 1986). Such extracts contain some volatile compounds (Le Quere et al., 1996; Engels et al., 1997; Le Quere and Salles, 2001), partly extracted by water according to their water/fat partition coefficient, although flavour compounds are generally more lipophilic than hydrophilic. However, the water extract mainly contains non-volatile compounds. This non-volatile, water-soluble fraction is composed of mineral salts, lactic acid, lactose, amino acids and peptides and has characteristic taste properties (Salles et al., 1995a). Amino acids and small peptides are considered to be mainly responsible for the taste characteristics of water-soluble extracts (McGugan et al., 1979; Aston and Creamer, 1986), their flavour impact being modulated by interaction with calcium and magnesium ions (Biede and Hammond, 1979). Moreover, it has been recognised for a long time that water-soluble, low molecular weight and mainly hydrophobic peptides, which accumulate during ripening as a result of proteolysis, are responsible for bitterness in cheese (Lowrie and Lawrence, 1972; Schalinatus and Behnke, 1975; Furtado, 1984; Lemieux and Simard, 1992). Some fundamental studies on model compounds have characterised the tastes of amino acids and low molecular weight peptides (Salles et al., 1995a and references cited therein); studies conducted on tastes in casein hydrolysates were reviewed by RoudotAlgaron (1996). However, until recently and apart from bitterness, no clear sensory data were obtained on water-soluble extracts from cheese. Although several hundred peptides have been isolated and identified from various types of cheese, only a few small peptides, that are suspected to be responsible for particular tastes, were isolated from the water-soluble fractions of various cheeses and identified (Salles et al., 1995a and references cited therein). However, no direct correlations between these peptides and the organoleptic properties of the fractions have been demonstrated, apart from bitterness. In fact, the watersoluble fraction of cheese generally has a very complex composition, and separation and identification of individual compounds are difficult. Moreover, most analytical techniques require the use of non-food-grade solvents or buffers that make sensory evaluation of sub-fractions difficult or impossible. Part of this chapter will focus on recent advances made to study and identify the taste-active components present in the water-soluble fraction of cheese. A general procedure for the preparation of fractions involves an extraction of grated cheese by water followed by a fractionation scheme, generally adapted from the fractionation protocol used to isolate cheese nitrogen fractions in the study of proteolysis in cheese during ripening (Fox et al., 1994; McSweeney and
Fox, 1997). However, as sub-fractions have to be evaluated sensorially to assess their relative sensory impact and try to link it to their chemical composition, a suitable eluent has to be used in the chromatographic steps. Water (Roudot-Algaron et al., 1993; Salles et al., 1995a; Molina et al., 1999) or water-food-grade ethanol mixtures (Lee and Warthesen, 1996a,b) have been used for this purpose in combination with gel permeation chromatography (GPC) or high-performance liquid chromatography (HPLC). The final identification step generally involves mass spectrometry (MS) and tandem mass spectrometry (MS/MS) of nitrogenous compounds isolated using HPLC, either in a standalone mode or coupled with a mass spectrometer (HPLC-MS) (Roudot-Algaron etal., 1993, 1994b; Sommerer et al., 2001). A specific method for the isolation of small peptides from cheese has been described (Sommerer et al., 1998a). As already outlined for cheese aroma, the relationships between all flavour compounds identified in a food and sensory perception experienced by consumers when eating this food are still not entirely clear. In fact, it is particularly difficult to predict a flavour perception as it is still not known how the various components combine to produce an overall sensory impression. Moreover, interactions between taste and aroma (Noble, 1996) and interactions of trigeminal sensations with taste and aroma (Green, 1996) occur and play an important role in overall flavour perception. However, methods that allow direct analysis of flavour molecules released in the mouth during consumption have been developed in recent years (Taylor and Linforth, 1996; Roberts and Taylor, 2000). Development of instrumental techniques and data obtained recently for volatile and non-volatile flavour compounds in cheese will be presented which may explain the link between flavour perception and cheese composition. Finally, specific instrumental techniques have been developed for the analysis of the complete flavour of cheese. The methods currently used in the quality control of food flavour are still usually based on sensory evaluation by a panel of experts. These panels are able to monitor the quality of a particular food, to detect defects and to compare samples for classification purposes. Nevertheless, obtaining results rapidly at low cost using instruments could be desirable. The so-called 'electronic noses' based on gas sensor technology, despite some important drawbacks for some of them (Schaller et al., 2000a), are theoretically able to perform some classification tasks (Schaller etal., 1998), and some applications for the analysis of cheese have been developed (Mariaca and Bosset, 1997; Schaller et al., 1999). However, two other global
Cheese Flavour: InstrumentaITechniques
analysis methods based on mass spectrometry seem more powerful and reliable for purposes of classification. One of these methods analyses total headspace using a mass spectrometer, without any prior GC separation (Vernat and Berdague, 1995). This method is often referred to as a mass-based electronic nose. Alternatively, headspace sampling may be replaced by solidphase microextraction (SPME) of food volatiles (Marsili, 1999). Both sampling methods, followed directly by mass spectrometry, have found applications for the rapid characterisation of cheese (Schaller et al., 2000b; Peres et al., 2001, 2002a). The second method is pyrolysis }nass spectrometry (Aries and Gutteridge, 1987), where a small food sample is pyrolysed at up to 500 ~ The resulting volatile fraction, characteristic of the flavour but also of the matrix composition, is analysed by a mass spectrometer. As with the other rapid instrumental methods for classification, a pattern or fingerprint is obtained for each sample, and extensive data treatment, either by conventional multivariate statistics or artificial neural networks, allows the construction of maps useful for classification and quality control purposes (Peres et al., 2002b).
Characterisation of Aroma (Volatiles) Sample treatment
Volatile aroma compounds in cheese, like in other foodstuffs, are hydrophobic, generally distributed in a heterogeneous manner throughout the matrix and present at low or even traces (<10 txg/kg) concentrations. Their analysis in cheese requires homogenisation of the sample prior to extraction, where isolation procedures adapted to lipophilic material dispersed in trace amounts in a high-fat food are required. A practice commonly used for cheese is freezing the sample in liquid nitrogen, followed by grating to a fine powder with a blender at low temperature. The rind is generally removed before sample homogenisation. The powder is then used for subsequent steps as such, or after dispersion and homogenisation in water, with possible pH adjustment, if necessary. Extraction methods
As already outlined, all the extraction procedures used to isolate the aroma fraction from the cheese matrix should be adapted to the analysis of trace levels of lipophilic material dissolved in a fatty phase, while minimising losses of highly volatile molecules and preventing modification of compounds or the formation of artefacts. Many techniques have been proposed for the extraction of volatile compounds from cheese, amongst
491
which, the most traditional and popular methods, based on the volatility of aroma compounds, involve distillation. Although steam distillation methods, and particularly the simultaneous steam distillation/solvent extraction (SDE) technique (Chaintreau, 2001) are still used for dairy products, they have several drawbacks. Highly volatile compounds are recovered poorly, thermally sensitive compounds may disappear and artefacts may appear unless distillation is performed under a reduced pressure, with tight control of temperature. In either approach, at atmospheric pressure or under vacuum, the quality of the aroma extract finally obtained is dependent on the volatility of the aroma compounds and on their solubility in the solvent used. If steam distillation (also called hydrodistillation) is used without simultaneous solvent extraction, it is necessary to add a large quantity of water to the grated cheese to obtain a homogeneous slurry (c. 1 1 for 100 g of cheese). The distillate obtained is in fact a dilute aqueous solution of volatile compounds (Dumont and Adda, 1972). A subsequent extraction with large amounts of a suitable solvent, followed by a concentration step, is required. High-vacuum distillation techniques, on the contrary, produce small volumes of concentrated aqueous distillates (cheese moisture content only) that can be extracted with tiny volumes of an organic solvent. A typical experiment involves two steps. In the first step, the frozen grated cheese is transferred to a cone-shaped flask that is connected to a static vacuum (c. 10 Pa) renewed from time to time. Using sub-ambient temperature and rotation of the flask in order to break the continuously dehydrating surface of the sample, the volatiles are condensed with most of the cheese water in traps maintained at the temperature of liquid nitrogen (Dumont and Adda, 1972; Le Quere and Molimard, 2002). In the second step, the flask containing the dehydrated cheese powder is connected to a molecular distillation apparatus operating under a high vacuum (c. 10-2pa). In this step, also called 'cold-finger molecular distillation', the remaining water and volatiles are transferred directly to the surface of a cold condenser maintained at the temperature of liquid nitrogen and situated at a very short distance from the surface of the sample (Fig. 1). The condensed ice layer on the surface of the condenser contains less volatile and more lipophilic compounds. This fraction is combined with the aqueous distillate obtained in the first step. Since early workers (see Dumont and Adda, 1972 and references cited therein), high-vacuum distillation techniques have been applied to the extraction of aroma compounds from a large variety of cheeses (see Mariaca and Bosset, 1997 and references cited therein; Moio and Addeo, 1998; Moio et al., 2000). Working at
492
C h e e s e Flavour: I n s t r u m e n t a I T e c h n i q u e s
K
L
J
E N
I
Figure 1 Apparatus used for cold-finger molecular distillation. A, I, traps for volatiles cooled with liquid nitrogen; E, round-bottom flask containing dehydrated cheese powder, equipped with a 'cold-finger' cooled with liquid nitrogen; F, H, J, K, L, high-vacuum stopcocks; M, connection to the high vacuum pumping system; N, guard trap cooled with liquid nitrogen.
ambient or even at sub-ambient temperature, the techniques prevent thermal degradation, but need a substantial amount of sample (c. 50-250 g) and are very time-consuming (a long distillation period up to a few hours). Moreover, the aqueous distillates have to be extracted with a suitable solvent (e.g., dichloromethane or diethyl ether) before performing further analysis. A chemical fractionation by controlling the pH of the aqueous distillate results in separation of the organic extracts into acid, neutral and basic fractions which may be analysed separately (Mariaca and Bosset, 1997; Reineccius, 2002). A nice example on Swiss Gruyere cheese was published 20 years ago (Liardon et al., 1982; Bosset and Liardon, 1984, 1985; Bosset et al., 1993). Specific methods for the analysis of volatile free fatty acids may be found in the literature (see for example Ha and Lindsay, 1990). Cheese volatiles may be extracted directly from samples by a solvent (e.g., diethyl ether). However, further steps are required to separate the aroma from the lipids that are also extracted very efficiently by the solvent. While a simple solvent extraction introduces some bias into an aroma profile, the following steps, which are necessary, may add more bias (Reineccius, 2002). For instance, separation of volatile and nonvolatile compounds that have dissolved in the solvent by distillation under high vacuum has been used by Grosch and co-workers in the study of Swiss (Preininger and Grosch, 1994; Preininger et al., 1994; Rychlik et al., 1997) and Camembert (Kubickova and Grosch, 1997) cheese and more recently by Qian and Reineccius (2002a) in a study on Parmigiano-Reggiano cheese. The risk in this case is that only the most volatile components are selected from an oil-rich phase (Reineccius,
2002). Therefore, direct solvent extraction methods that necessitate a subsequent distillation step under vacuum do not offer a significant advantage compared to other vacuum distillation methods. Dialysis techniques, that are based on molecular size differences and which separate molecules according to their ability to diffuse through a specific membrane at room temperature, may seem a good alternative. Reineccius and co-workers have used this technique (Benkler and Reineccius, 1979, 1980) and compared it to other methods for the isolation of volatiles from Cheddar cheese (Vandeweghe and Reineccius, 1990). More recently, Spinnler and co-workers reinvestigated the technique (Molimard and Spinnler, 1993) and applied it to the extraction of aroma volatiles in the study of the impact of the microflora on the aroma of Camembert-type cheese (Molimard, 1994; Spinnler et al., 1995). In order to eliminate adsorption and artefact formation, these authors used 1% water in the solvent, diethyl ether, to inactivate acidic sites on the perfluorosulphonic acid membrane. They also improved the dialysis yield by recycling the solvent using a distillation device to recycle the solvent attached to the dialysis cell (Fig. 2) in order to maintain a maximum concentration gradient between the two compartments of the cell (Molimard, 1994). Nevertheless, the method is time-consuming (72 h dialysis time), and its efficiency decreases dramatically as the number of carbon atoms of the aroma molecule increases (n > 10), modulated by their hydrophobicity (Molimard and Spinnler, 1993). A high-performance size-exclusion chromatographic method has also been described for the purification of aroma compounds from organic extracts of fat-containing food (Lubke et al., 1996). The method was applied
A
I IF i I
E m
E
m
Figure 2 Dialysis cell with solvent recycling device. A, B, cell compartments; C, round-bottom flask containing solvent to distil; D, condenser; E, magnetic stirrers; F, dialysis membrane.
Cheese Flavour: InstrumentaITechniques
successfully to the clean-up of a dichloromethane extract from goat cheese (L(ibke et al., 1996). The main interest in this size-exclusion chromatographic method is the limited number of injections necessary and the reduced final volume of the fractions, which in terms of final useful concentration, appeared significantly quicker and gave rise to less thermally induced artefacts and to reduced losses of the most volatile components than any other distillation method (Lobke et al., 1996). Headspace methods, either static or more often dynamic, also called 'purge-and-trap' methods, are popular techniques used to isolate volatiles from cheese. Although direct analysis of the equilibrium headspace would appear to be an ideal method to study aroma compounds, in terms of sensory representativeness and ease of use, static headspace techniques have severe limitations in terms of sensitivity, being restricted to the most volatile and abundant components (Mariaca and Bosset, 1997; Reineccius, 2002). Dynamic headspace, or 'purge-and-trap', methods are basically pre-concentration and enrichment techniques. They use stripping of the volatiles from the cheese samples, sometimes dispersed in water, with an inert gas. The volatiles are concentrated in a cold trap or adsorbed onto an inert support (adsorbing polymer, generally of the Tenax | type) and analysed by subsequent thermal desorption or elution by a suitable solvent (Mariaca and Bosset, 1997; van Ruth, 2001a; Reineccius, 2002). Although dynamic headspace methods minimise artefacts developed or introduced during sampling (van Ruth, 2001a), distortion of the aroma profile may result from the trapping of aromas (Reineccius, 2002), especially when polymeric adsorbents are used. However, despite the drawback of relatively poor sensitivity compared to other extraction methods, the main advantages of dynamic headspace techniques are the small amount of sample needed to perform the analysis (c. 20 g) and its speed (Le Quere and Molimard, 2002). The technique, even though it favours the isolation of the most volatile flavour compounds (Reineccius, 2002), has been applied widely to the analysis of cheese volatiles (see for example Arora et al., 1995; Canac-Arteaga et al., 1999a,b, 2000; Larrayoz et al., 2001; Rychlik and Bosset, 2001a,b). Recent comprehensive reviews on the technique include Wampler (1997) and Pillonel et al. (2002). A comparative study on the advantages of the use of dynamic headspace with cheese samples in the 'dry' form or in 'dispersed suspension' in water has been published recently (Larrayoz et al., 2001). The 'dry' method allowed the extraction of a greater number of compounds and in larger quantities, but a few compounds were extracted better using the 'suspension' technique (Larrayoz et al., 2001). Simultaneous distil-
493
lation extraction (SDE) was also used in this study and compared to dynamic headspace analysis. As expected, the authors concluded that the techniques were complementary; dynamic headspace extracted more highly volatile compounds and SDE was more efficient for phenols, free fatty acids, lactones and heavier aldehydes, ketones, alcohols and esters (Larrayoz et al., 2001). Interference from water in dynamic headspace that could be detrimental to the efficiency of the technique has been discussed in detail by Canac-Arteaga et al. (1999a,b, 2000) and Pillonel et al. (2002). Solid-phase microextraction, first developed for the extraction of volatile organic compounds in water, has been applied recently to the isolation of aroma compounds from food (Harmon, 1997; Pillonel et al., 2002; Reineccius, 2002). Solid-phase microextraction partitions analytes between a liquid or a vapour phase and a thin solid-phase adsorbent, of which there are several choices in terms of polarity and film thickness, coated on inert fibres, generally associated with a syringe which serves as a direct injection device (Harmon, 1997). The method, which is an equilibrium one, can be performed either in the direct extraction mode (immersion of the fibre in the sample matrix, generally in an aqueous solution or suspension) or in a headspace configuration. It can be automated very easily, but the extraction of the solutes depends on polarity, volatility, partition coefficients, sample volume, temperature and the nature of the adsorbentcoating material. Therefore, the technique exhibits a certain degree of selectivity, but with the advantages of sensitivity, ease of use, no solvent and small sample volume (Harmon, 1997; Pillonel et al., 2002; Reineccius, 2002). Solid-phase microextraction, used for the first time for the analyses of cheese volatiles by Chin et al. (1996), has since been used in some significant applications on cheese aroma (Dufour et al., 2001; Pillonel et al., 2002 and references cited therein). Analysing volatiles directly by immersing the fibre in highly complex matrices (as cheese) could damage the fibre, and SPME is, therefore, used almost always in the headspace mode. Comparison of direct SPME and headspace SPME of Camembert volatiles obtained after cryo-trapping of the aqueous phase under vacuum showed only a slight reduction in sensitivity using headspace SPME compared to direct SPME (Jaillais et al., 1999). The water-soluble extract (WSE) of cheese has been described for a long time as possessing a strong flavour (Biede and Hammond, 1979; Aston and Creamer, 1986; Engels and Visser, 1994; Salles et al., 1995a). Besides non-volatile materials responsible for taste, WSE also contains volatile compounds responsible for its intense aroma. Thus, water-soluble extracts of various
494
Cheese Flavour: InstrumentaITechniques
cheeses, obtained by direct extraction with water followed by various centrifugation steps (Le Quere et al., 1996; Engels et al., 1997; Engel et al., 2002c) or by pressing to obtain an aqueous phase called 'cheese juice' (Salvat-Brunaud etal., 1995; Thierry etal., 1999), have been investigated for their volatile components. To be analysed using gas chromatography, WSEs were either extracted with a suitable solvent (Le Quere et al., 1996), submitted to dynamic headspace analysis (Engels et al., 1997; Thierry et al., 1999) or fractionated using nanofihration as the final membrane-filtration step (Engel et al., 2002c).
Representativeness As already outlined, because there is no universally applicable method, none of the extraction techniques described above yields an aroma isolate that truly represents either qualitatively or quantitatively the aroma profile of a food (Reineccius, 2002). This fact explains the frequently observed discrepancies between aroma analysis of a food extract and sensory analysis of the food itself. Therefore, the flavour analyst must choose the isolation procedure best suited to address the problem faced: determination of the complete aroma profile, identification of key odorants or off-flavours, monitoring aroma changes with time in foods or prediction of sensory properties (Reineccius, 2002). When the ultimate aim of a particular study is the identification of the compounds that are important for flavour (the key odorants), the most reliable results will be obtained if the odour of the extract resembles closely that of the food itself (Etievant et al., 1994; Etievant and Langlois, 1998). Different sensory methods, which necessitate a trained sensory panel, can be used to check the sensory representativeness of the food extract odours (Etievant et al., 1994). When an estimation of the relative importance of key constituents in a single sample is required, a similarity test is preferred. The panellists are asked to score the similarity of the odour of the extracts obtained by different methods to the odour of the food itself used as reference on an unstructured 10 cm scale. This approach was applied to three French and Swiss hardtype cheeses by Etievant et al. (1994) and Guichard (1995). It was shown that the distillates obtained at a pressure in the range 10-100 Pa had odours more similar to those of the cheeses than the distillates obtained at a lower pressure (10 mPa). This result means that strongly absorbed and less volatile flavour compounds, extracted only at lower pressure, may not be important for the odour of these cheeses. Similar results were obtained for extracts of Camembert cheese, showing clearly that the second step (molecular distillation operated under a high vacuum) is not necessary to obtain a representative distillate of the cheese odour.
When applied to goat milk cheese, this approach indicated that the best extract was obtained by a direct water extraction of the cheese volatiles (Le Quere et al., 1996). This result could perhaps be explained by the chemical and hydrophilic nature of the free fatty acids identified as key odorants of goat milk cheese (Le Quere et al., 1996; Salles and Le Qu~r~, 1998; Le Quer~ and Salles, 2001). A key point in these evaluations of representativeness is the choice of a suitable matrix for testing the olfactory character of the extracts. For cheese, the best results have been obtained when the extracts are added to an emulsion, i.e., a matrix similar to cheese in terms of fat composition (Etievant et al., 1994). Since, generally, a combination of techniques should be used to obtain a reasonably complete view of an aroma profile (Reineccius, 2002), it is noteworthy that sensory evaluation of headspace or SPME extracts by 'direct GC-olfactometry' (i.e., without a chromatographic column) has been demonstrated recently (Lecanu et al., 2002; Rega et al., 2003).
Identification of volatile aroma compounds using hyphenated GC techniques As aroma molecules are essentially volatile, the techniques used to analyse them are usually based on separation using high resolution gas chromatography (HRGC). Substantial progress has been made in this field during the last 20 years and several stationary phases are available which allow almost all separation problems to be overcome. Combined with universal or selective detectors, HRGC is clearly a fundamental technique, essential for all aroma identification studies. A comprehensive review on the use of HRGC for the analysis of milk and dairy products is available (Mariaca and Bosset, 1997). Other interesting comments on qualitative, including multidimensional GC (Wright, 1997), and quantitative aspects may be found in Marsili (1997), van Ruth (2001b) and Reineccius (2002). Among the hyphenated techniques that are coupled to HRGC, the one that uses the human nose as a detector and known as gas chromatography-olfactometry (GC-O, sometimes referred to as 'GC-sniffing'), has received considerable attention during the past 20 years in aroma research (see for example Blank, 1997; Leland et al., 2001; Reineccius, 2002). The selectivity of this specific detector is based only on the odorous properties of the individual compounds separated by HRGC. As the most abundant volatiles may have little, if any, odour of significance in a food (Mistry et al., 1997), GC-sniffing has been an invaluable tool for identifying target compounds in aroma extracts that are always very complex. The primary aim of this technique is to discriminate the odorous compounds from the many background volatile components. The so-called 'aromagram'
Cheese Flavour: InstrumentaITechniques
constructed from the chromatogram obtained by simply smelling a GC effluent (Blank, 1997; Reineccius, 2002) constitutes an interesting interface with sensory analysis, as odour descriptors sensed at the GC sniffing port can be compared to the descriptors generated by a sensory panel. This method is particularly efficient for identifying off-flavours. Selection of key odorants or character-impact compounds in a food is another objective of GC-sniffing. Quantitative approaches (the true GC-olfactometry) based on odour detection thresholds or on odour intensity have been developed and are the subject of specialised treatises (Mistry et al., 1997; Leland et al., 2001; van Ruth, 2001b; Reineccius, 2002). Three different methods have been developed for GC-O: dilution analyses based on determination of detection thresholds, detection frequency methods and intensity measurement methods. Original dilution methods, CHARM (for Combined Hedonic Aroma Measurement) analysis developed by Acree and co-workers (Acree et al., 1984) and Aroma Extract Dilution Analysis (AEDA) developed by Grosch and co-workers (Ullrich and Grosch, 1987) are essentially screening methodologies since the methods, based only on detection threshold determinations, violate certain sensory rules and psychophysical laws (Reineccius, 2002 and references cited therein). They can be used to determine those odorous compounds that are most likely to contribute to the odour of a food. Originally developed by McDaniel et al. (1990), the odour-specific magnitude estimation (OSME) method is basically a crossmodal technique aimed at measuring the perceived odour intensity of eluting volatiles. In OSME and other cross-modality matching methods (Guichard etal., 1995; Eti~vant et al., 1999), results are not based on odour detection thresholds, and only one concentration of the extract is evaluated by a panel, unlike dilution methods where several dilutions of the extract are evaluated. Results can be subjected to statistical analysis and more consistent results are obtained when panellists are trained (Callement et al., 2001). The detection frequency methods, originally developed by Roozen and co-workers (Linssen et al., 1993), and referred to as nasal impact frequency (NIF) or surface nasal impact frequency (SNIF) since the work of Chaintreau and co-workers (Pollien et al., 1997), also use a group of assessors who simply have to note when they detect an odour in a single GC run (i.e., also at only one concentration). Those GC peaks being detected as odorous by the greatest number of assessors are considered to be the most important. Not being based on real odour intensities, the method has important drawbacks, especially when all the odorous compounds are present above their sensory threshold for all the assessors (Reineccius, 2002).
495
There is no perfect GC-sniffing method for finding key odorants in foods. Each of the methods described above has its advantages and weaknesses. Only two studies have compared the methods in terms of performance (Le Guen et al., 2000; van Ruth and O'Connor, 2001). In both cases, the results obtained with the different techniques were found to be very similar and well correlated. Finally, the choice of a GC-O method depends on the objective of the study, on the quality of the panel and on the time scheduled for the analyses (Le Guen et al., 2000). Dilution techniques are clearly time-consuming, intensity methods require a trained panel (Le Guen et al., 2000; Callement et al., 2001) while detection frequency methods are the least demanding but also the least precise (Le Guen et al., 2000). The aim of any GC-O experiment is to determine the relative odour potency of volatiles present in an aroma extract or fraction and to prioritise compounds for identification. This identification step is done mainly through the use of another hyphenated technique that couples HRGC to mass spectrometry (GC-MS). For difficult identifications, GC coupled with Fourier transform infrared spectroscopy (GC/FTIR) provides an interesting complement to GC-MS (Le Quire, 2000). Mass spectrometry is also used for quantification purposes through the use of a stable isotope dilution assay (Milo and Blank, 1998; Blank et al., 1999 and references cited therein). Such a precise quantitation is required for the determination of odour activity values (OAVs) generally calculated when using AEDA (Grosch, 1994). Odour activity values, calculated as the ratio of concentrations to odour thresholds, despite their limitations in terms of psychophysical validity (Mistry et al., 1997), give a good indication of the respective contributions of key odorants to the aroma of foods. They are the basis of the first attempts at using recombination studies to validate impact odorants sensorially in model cheeses (Grosch, 1994). Aroma-recombination studies are the important last step in sensorially verifying the analytical data obtained by GC-O and for quantification of key odorants of food (Mistry etal., 1997). Either bland unripened cheese (Grosch, 1994; Preininger etal., 1996; Kubickova and Grosch, 1998a) or specially designed odourless model cheese systems (Smitet al., 1995; Salles et al., 1995b) have been used to incorporate potential key odorants. Thus, the importance of methional, 4-hydroxy-2,5-dimethyl-3(2H)-furanone and 2-ethyl-4-hydroxy-5-methyl-3(2H)-furanone, acetic acid and propionic acid was confirmed as key compounds for the aroma of Emmental-type cheese (Preininger et al., 1996). The branched-chain volatile fatty acids, 4-methyloctanoic and 4-ethyloctanoic acids, were confirmed to be essential for the typical goaty note of goat cheese (Le Quere et al., 1996) and their
496 Cheese Flavour: InstrumentaITechniques retronasal aroma thresholds were determined in a cheese model (Salles and Le Quere, 1998; Le Quere and Salles, 2001; Salles et al., 2002). Finally, the odour profile of the aroma model built with a set of 11 potent odorants identified in a GC-O study of an extract from Camembert cheese (Kubickova and Grosch, 1997, 1998b), with four additional volatile compounds identified by headspace-GC-O, has been found to resemble closely the aroma of genuine French Camembert cheese (Kubickova and Grosch, 1998a; Grosch et al., 2001). The GC-O methods that have been developed during the past 20 years, combined with either aroma extracts, headspace or even SPME (Dufour et al., 2001), have facilitated the identification of potent odorants in various cheeses, including Swiss (Preininger and Grosch, 1994; Rychlik et al., 1997; Rychlik and Bosset, 2001a,b), Cheddar (Arora etal., 1995; Christensen and Reineccius, 1995; Dufour et al., 2001), ParmigianoReggiano (Qian and Reineccius, 2002a,b), Blue (Le Quere et al., 2002; Qian et al., 2002), Mozzarella (Moio et al., 1993), Grana Padano (Moio and Addeo, 1998) and Gorgonzola (Moio et al., 2000) cheeses.
Characterisation of Sapid (Non-Volatile) Flavour C o m p o u n d s Water-soluble extracts (WSE) of cheese The water-soluble extract (WSE) of cheese has been reported to possess a strong flavour (Biede and Hammond, 1979; McGugan etal., 1979; Aston and Creamer, 1986). Apart from some water-soluble volatile components responsible for aroma, a WSE of cheese contains mainly non-volatile components that have been considered to be responsible for the taste of cheese (McSweeney, 1997). It has been recognised for a long time that bitterness, which can limit cheese acceptability if too intense, is due to an excessive concentration of low molecular weight and mainly hydrophobic peptides, which accumulate during ripening as a result of proteolysis (Lemieux and Simard, 1992; McSweeney, 1997). Amino acids and small peptides were hypothesised to be mainly responsible for the basic taste of cheese (McGugan etal., 1979; Aston and Creamer, 1986; Engels and Visser, 1994), their flavour impact being supposedly influenced by their interaction with calcium and magnesium ions (Biede and Hammond, 1979). However, the exact role of medium- and smallsize peptides and free amino acids in cheese flavour has not been clearly demonstrated, although it is likely that they contribute to the background flavour of cheese (McSweeney, 1997). In fact, until recently and apart from bitterness, no clear sensory data have been available for
WSEs of cheese and no direct correlations between specific nitrogen-containing compounds and organoleptic properties of fractions have been demonstrated. Among the mineral salts present in the WSE of cheese, the compound responsible for the salty taste is almost always supposed to be NaC1 (McSweeney, 1997). The taste of most high molecular weight salts is known to be bitter rather than salty (McSweeney, 1997 and references cited therein). Acid taste is caused by H30 + and the principal acid in cheese is lactic acid. However, total lactate concentration does not seem to be a good index of cheese acidity as the pH may increase during ripening caused by the production of ammonia (McSweeney, 1997). Moreover, the perception of acidity in cheese was hypothesised to be influenced by the concentration of NaC1 (Stampanoni and Noble, 1991), and no correlation between acid taste and either cheese pH or the amount of lactic acid was found for the flavour of Swiss cheese (Biede and Hammond, 1979), while the acid flavour correlated positively with the levels of triand tetra-peptides and with amino acids (Biede and Hammond, 1979). It has also been hypothesised that short- and medium-chain fatty acids might contribute to the acid taste of cheese (McSweeney, 1997). Although this assumption seems reasonable for short chain acids (e.g., formic, acetic or propionic), their principal contribution to cheese flavour is to its aroma in the unionised form (RCOOH) (Le Qu~r~ et al., 1996; Salles and Le Quere, 1998; Qian and Reineccius, 2002b).
Extraction, separation, identification of sapid compounds in relation to their sensory properties The study of taste-impact compounds in cheese, or more precisely in its water-soluble fraction, involves the study of soluble low molecular weight material (i.e., small peptides, amino acids, organic acids, minerals, etc.) dispersed in a very complex mixture. As it is necessary to assess the relative sensory impact of potential taste-active compounds, a fractionation scheme suitable for subsequent sensory evaluation is needed, and non-food-grade solvents or buffers must be rejected. Commonly used procedures involve extraction of grated cheese with water, possibly completed by precipitation of caseins and large peptides at pH 4.6, leading to edible fractions with good recovery of nitrogenous compounds (Kuchroo and Fox, 1982). The fractionation scheme that follows is generally adapted from the fractionation protocol used for isolating cheese nitrogen fractions for the study of proteolysis (Fox et al., 1994; McSweeney and Fox, 1997). The following steps (Fig. 3) involve ultrafihration using membranes with 1, 3 or 10 kDa molecular weight cutoff or precipitation with 70% ethanol (Cliffe et al.,
Cheese Flavour: InstrumentaITechniques
497
Grated cheese Water extraction Homogenisation Centrifugation
1 Pellet
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,I, < Sensory evaluation
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S e n s o r y evaluation Figure 3 Possible fractionation schemes used to isolate and evaluate non-volatile compounds from cheese.
1993). The ultrafiltered water-soluble or 70% ethanolsoluble extracts are then subjected to gel filtration chromatography (Fig. 3). Sephadex G10 (Engels and Visser, 1994; Roudot-Algaron et al., 1994a; Engels et al., 1995; Molina et al., 1999), G15 (Roudot-Algaron et al., 1993; Warmke etal., 1996; Kubickova and Grosch, 1998a), G25 (Cliffe et al., 1993; Salles etal., 1995a), or Toyopearl HW-40S (Salles et al., 1995a, 2000; Sommerer et al., 1998a, 2001) media have been used for this purpose, using pure water (generally), 0.01 M NaC1 (Engels and Visser, 1994), or aqueous 0.5 M acetic acid (Warmke etal., 1996; Kubickova and Grosch, 1998a) as eluent. The fractions obtained by gel permeation chromatography may be evaluated sensorially (Fig. 3) after freeze-drying and re-dissolution in water, possibly with pH adjustment. Alternatively, liquid chromatographic methods involving Sep Pak C18 cartridges eluted with a stepwise water-ethanol gradient (Engels and Visser, 1994; Engels et al., 1995) or HPLC
using a water/food-grade ethanol gradient (Lee and Warthesen, 1996a,b) have been used instead of gel filtration. This fractionation scheme was developed originally in order to identify small hydrophobic peptides supposedly responsible for taste characteristics such as bitter or umami (Mojarro-Guerra et al., 1991; Cliffe et al., 1993; Roudot-Algaron et al., 1993, 1994a). A dedicated liquid chromatographic purification method has been developed to isolate and identify oligopeptides from the WSE of goat milk cheese (Sommerer et al., 1998a, 2001). Systematic sensory evaluation of the final fractions allows target fractions to be determined that possess interesting tastes, and physicochemical assessment of these key fractions should permit the identification of those compounds that are really relevant to the flavour of cheese (Engels and Visser, 1994; Salles etal., 1995a). Using this approach, some recent studies have been dedicated to the taste of the WSE of various cheeses.
498
Cheese Flavour: InstrumentaITechniques
Low molecular weight peptides, with two to four amino residues, were identified in Vacherin Mont d'Or (Mojarro-Guerra et al., 1991). As there was not enough natural material available for sensory evaluation, commercially available analogous synthetic peptides were used in sensory experiments. The dipeptides tested were dissolved in tap water at a rather high concentration (50 mg/100 mL) and were found to be essentially bitter. However, neither quantitative nor threshold data were estimated and the importance of these peptides for the overall taste of the cheese was only an hypothesis (Mojarro-Guerra et al., 1991). In a study on Cheddar cheese, Cliffe et al. (1993) found bitter fractions in material thought to be large hydrophobic peptides while lower molecular weight fractions with savoury notes were thought to be small, more hydrophilic peptides and amino acids. The flavour of the WSE of Comt~ cheese was the subject of substantial efforts in the early 1990s. A great variety of small peptides was identified in these extracts (Roudot-Algaron et al., 1993, 1994a,b). Some of them were found to be essentially bitter (Roudot-Algaron et al., 1993), y-glutamyl dipeptides were found to be sour (Roudot-Algaron etal., 1994a), but all the identified compounds, including non-peptide material (Roudot-Algaron et al., 1993; Salles et al., 1995a), were found at a concentration much lower than their threshold values. Although possible synergistic effects between several molecules found at concentrations below individual threshold values cannot be a priori eliminated, these observations suggest that these components alone could not affect cheese flavour (Salles et al., 1995a). Umami taste was clearly identified in a fraction and easily explained by a substantial amount of monosodium glutamate which was found at a concentration ten times above its threshold value, while the concentrations of the other amino acids were all well below their thresholds (Sales et al., 1995a). Following the same methodology, Grosch and co-workers evaluated the taste compounds of Emmental cheese (Warmke et al., 1996). The contribution of individual free fatty acids, free amino acids, minerals, biogenic amines, lactic and succinic acids, and ammonia was estimated on the basis of taste activity values (TAVs), a concept analogous to the odour activity values (OAVs), and defined as the ratio of concentration to taste threshold. From these results, acetic and propionic acids were confirmed to be important contributors to the taste of Emmental cheese. Glutamic acid was the major taste compound in the fraction containing free amino acids while all the ions investigated might be involved in the taste of Emmental, as were also biogenic amines (tyramine and histamine), ammonia, lactic and succinic acids (Warmke et al., 1996).
However, taste evaluation of mixtures of compounds conducted in tap water suggested that the characteristic taste compounds of Emmental are acetic, propionic, lactic, succinic and glutamic acids, each in the undissociated form and/or as ammonium, sodium, potassium, magnesium and calcium salts, as well as chlorides and phosphates analogues (Warmke et al., 1996). A study conducted on a model based on unripened Mozzarella-type cheese confirmed the importance of acetic, propionic, lactic, succinic and glutamic acids, and sodium, potassium, calcium, magnesium, ammonium, phosphate and chloride ions to the taste of Emmental cheese (Preininger et al., 1996). The same approach applied to Camembert led to the conclusion that the important taste contributors for Camembert are acetic, butyric, 3-methylbutyric, caprylic and succinic acids, monosodium glutamate, ammonia and NaC1 (Kubickova and Grosch, 1998a). It was also found that the biogenic amine, cadaverine, and the rare amino acids, ornithine and citrulline, when present, are likely to contribute to the bitter taste of Camembert (Kubickova and Grosch, 1998a). The above results clearly indicated that only low molecular weight compounds found in the WSE contribute significantly to the taste of cheese, while small peptides do not seem to be key flavour compounds, as was previously hypothesised. A study on goat milk cheese led to the same conclusions (Sales and Le Quere, 1998; Salles et al., 2000; Le Quere and Sales, 2001). The taste of the various goat milk cheeses investigated was essentially due to mineral salts and lactic acid. Fractions rich in small peptides and free amino acids were found to be essentially tasteless when evaluated either in water (Sales et al., 2000) or in a model cheese (Sales and Le Quere, 1998; Le Quere and Sales, 2001). In a comparative study on cheeses made from cows', ewes' or goats' milk, Molina et al. (1999) concluded that, even though differences were found in the intensity and predominance of individual tastes in the fractions of the cheeses made from the milk of the three species, it was difficult to correlate the peptide pattern and the free amino acid content of cheese with the sensory evaluation of the fractions. However, synergistic effects on taste have been demonstrated between peptides, amino acids and mineral salts (Wang et al., 1996) and interactions between tastes in mixtures may exist (Breslin, 1996). Therefore, it appeared interesting to generalise the evaluation of model mixtures of compounds that have been identified and quantified in the WSE of cheese (Warmke et al., 1996; Kubickova and Grosch, 1998a). Moreover, fractionation of the WSE by gel filtration has two main limitations: poor resolution and the necessity of
Cheese Flavour: InstrumentaITechniques
tedious repetitive steps in order to obtain sufficient peptide material for sensory evaluation. To clarify the putative effect of the small water-soluble peptides on the taste of cheese, it was therefore necessary to develop a new isolation procedure. Nanofiltration using ionisable membranes with a molecular weight cut-off of 500 Da was used by Sommerer et al. (1998b). A nanofiltrate was prepared from the 1-kDa permeate obtained by ultrafiltration of the WSE (Fig. 3). A large proportion of mineral salts and a substantial proportion of amino acids were thus eliminated from the nanofiltration retentate in which the majority of small peptides were concentrated (Sommerer et al., 1998b). This relatively pure and edible peptide-containing fraction could be used in sensory analysis, after incorporation into a bland model cheese system (Salles etal., 1995b), on its own or with the addition of putative synergistic effectors such as mineral salts or amino acids (Sommerer et al., 1998b). Using omission tests (see Engel et al., 2002a,b, and references cited therein for a comprehensive review), it was shown that small peptides have no effect on the taste of goat milk cheese, and no additive or synergistic effects were found between those peptides and salts or amino acids (Sommerer et al., 1998b). This unexpected result has been confirmed after complete physicochemical assessment of the WSE from goats' milk cheese has allowed the development of a model mixture that was validated sensorially (Engel et al., 2000a). Using omission tests, the relative impact of WSE components on goat cheese taste has been determined (Engel et al., 2000b). Among the main taste characteristics of the WSE from goats' milk cheese (salty, sour and bitter), saltiness was explained by additive effects of Na +, K +, Ca 2+ and Mg 2+, sourness was due to synergism between NaC1, phosphates and lactic acid, and bitterness resulted entirely from CaCI2 and MgCI2. Amino acids, lactose and peptides had no significant impact on the taste properties of the WSE of goats' milk cheese (Engel et al., 2000b). The same procedure was applied recently to a specially selected bitter Camembert cheese (Engel et al., 2001a,b,c) and confirmed that the WSE from cheese contained taste-active compounds, the impact of which could be modulated by an effect of the cheese matrix (Engel et al., 2001a). Sourness of Camembert WSE was explained by an enhancing effect of NaC1 on the acid taste due to the concentration of H30 +, saltiness was due to NaC1 whereas bitterness was mainly due to the bitter peptides found in the fraction with a molecular weight in the range 500-1000 Da (Engel et al., 2001b). The intense proteolytic activity of the strain of Penicillium camemberti, specially selected to develop bitterness in this case, has been demonstrated to be responsible for the accumula-
499
tion of small (MW < 1000 Da) bitter peptides during ripening (Engel et al., 2001c).
Dynamic Methods for Flavour Characterisation Even if the 'best' extraction and identification methods are used, poor correlations are often found between the overall levels of flavour components (volatile and non-volatile) and sensory perception experienced by a consumer. In other words, it is not enough to know the exact composition of food in terms of flavour compounds to understand perfectly the perception of its flavour. In fact, the perception of flavour is a dynamic process (Piggott, 2000). During the consumption of food, the concentration of aroma compounds at the olfactory epithelium and of sapid compounds at the taste buds varies with time. Flavour components are released progressively from the food matrix during chewing. Kinetics of the release of flavour depends on the nature of the food matrix composition and of individual mastication pattern. Sensory methods, such as time-intensity, have been used to study the dynamicand time-related aspects of flavour perception (Piggott,
2000). Release of volatiles in vivo
Techniques which measure volatiles directly in the mouth or in the nose have been developed to obtain physico-chemical data that reflect the pattern of aroma molecules released from food and that are effectively present at the olfactory receptors during consumption (Linforth and Taylor, 1993; Taylor and Linforth, 1994). Among the various approaches aimed at sampiing aroma from the nose (nose-space), the collection of expired air samples on Tenax | traps (Fig. 4) provided the first robust results (Linforth and Taylor, 1993; Taylor and Linforth, 1994). When applied to
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Figure 4 Collection and analysis of expired air by Tenax trapping and GC-MS (reproduced from Roberts and Taylor (2000), with permission from the American Chemical Society).
500
Cheese Flavour: InstrumentaITechniques
Cheddar cheese (Delahunty et al., 1994), the 'buccal headspace' method demonstrated that, despite a similar composition of volatiles found with conventional headspace analysis, some cheeses, depending on their fat content, released a different balance of volatiles during consumption (Delahunty et al., 1996a). Gas chromatography-olfactometry of buccal headspace showed a number of volatile compounds which have been suspected to contribute primarily and most likely to Cheddar cheese flavour (Delahunty et al., 1996b). It was presumed that the buccal headspace extract was representative of the aroma compounds that a consumer perceives during consumption (O'Riordan and Delahunty, 2001). By overlapping the sampling time periods, release curves can be constructed and temporal changes reflecting relative concentrations of volatiles at a particular moment during consumption can be determined (Linforth et al., 1996). When applied to Cheddar cheese, 'temporal buccal headspace' results, obtained on an accumulated 'time-concentration' basis (four time periods: 15, 30, 45 and 60 s of cheese consumption), were correlated with sensory time-intensity data (Delahunty et al., 1996c). Time-course data confirmed the results of conventional analysis while providing improved sensory predictions from the instrumental results (Delahunty et al., 1996c). Mastication behaviour using electromyography and saliva production rates of individuals have also been measured during consumption of Cheddar cheese (Delahunty et al., 1998; O'Riordan et al., 1998). Combined to nose-space analysis and sensory evaluation using free choice profiling, these authors demonstrated that although there were differences in chewing styles and saliva production rates, the assessors' individual nose-space profiles were very similar for all Cheddar cheeses examined (Delahunty et al., 1998). Partial least-squares regression analysis allowed the most important flavour differences between cheeses to be predicted from the volatiles released during consumption (O'Riordan et al., 1998). Recently, atmospheric pressure ionisation-mass spectrometry (API-MS) has been developed to monitor aroma release during chewing (Taylor et al., 2000). Air from the nose (nose-space) is sampled directly into the API-MS source through an interface (Fig. 5), making real time breath-by-breath analysis possible (Linforth etal., 1996; Taylor and Linforth, 1996). Therefore, by combining time-intensity sensory studies with nose-space analysis, it is now possible to relate temporal parameters of aroma release to perception (Linforth etal., 2000). The method, reviewed in detail in specialised treatises (Roberts and Taylor, 2000; Taylor, 2002), has been applied recently to soft French
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cheeses (Salles etal., 2003). Three French mouldripened soft cheeses (Brie made from pasteurised milk, Camembert made from pasteurised milk and from raw milk) were evaluated by a panel of 15 assessors (Salles et al., 2003). Retronasal aroma profiles made by citation frequency of attributes revealed four main descriptors for the three cheeses. The sulphury note (cabbage/cauliflower/vegetable) was particularly intense for the Camembert cheeses, while the buttery/creamy note was important for the three cheeses studied; the mushroom attribute was less intense in the Camembert cheeses, and ammonia was perceived in all cheeses but was found particularly difficult to score by the panellists (Salles et al., 2003). Therefore, the three main aroma notes (sulphury, buttery and mushroom) were selected for subsequent time-intensity (TI) scoring (15 assessors evaluated each attribute, with three replicates of each cheese). Gas chromatography-olfactometry of the dynamic headspace sampling of the three cheeses allowed odour-active compounds to be identified, amongst which sulphur compounds (methanethiol, dimethylsulphide (DMS), S-methylthioacetate, dimethyldisulphide (DMDS), 2,4-dithiapentane, dimethyltrisulphide, 2,3,5-trithiahexane and dimethyltetrasulphide) could be related to the sulphury attribute scored by the panellists. However, API-MS nose-space experiments allowed the detection of only six compounds of which three contained sulphur ones (DMS, 5-methylthioacetate and DMDS). Simultaneous TI scoring of the sulphury note allowed a perfect superposition of the time-intensity curve with the release of the sulphur compounds (Fig. 6). The most significant perception and flavour release parameters allowed the three cheeses to be well discriminated by principal component analysis (PCA), showing a good agreement between perception scored by assessors and consistency in their release of aroma compounds while eating cheeses (Salles et al., 2003). Another PCA analysis showed a positive correlation for the sulphury note between the perception parameters derived from the TI curves and parameters derived from the aroma
Cheese Flavour: InstrumentaITechniques
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Figure 6 Flavour release from Camembert cheese for one assessor. Simultaneous time-intensity scoring of the sulphury/ cabbage attribute and API-MS analysis of S-methyl thioacetate, dimethyldisulphide (DMDS) and dimethylsulphide (DMS) in the nose-space.
release curves (Salles et al., 2003), as suggested by the characteristic curves presented in Fig. 6 for one panellist within one session. Non-volatiles in vivo
Development of methods to study flavour release has concentrated mainly on the volatile fraction, while only a limited number of studies have been devoted to the release of non-volatile compounds in the mouth. Conductivity measurements have been used to relate the release of salt during chewing to Cheddar cheese texture (Jack et al., 1995), and a similar approach with additional in-mouth measurement of pH has been used with a variety of foodstuffs, including Cheddar cheese (Davidson etal., 1998). However, in these approaches, the sensors available for in vivo measurements only give the best estimate for salt (non-specific to sodium) and acid release. Saliva sampling using cotton buds coupled to a direct liquid mass spectrometry procedure has been described to study the rate of release of sucrose (Davidson et al., 1999). Panellists were instructed to take a swab from a specific location on the tongue at different times during mastication using a cotton bud. The weight of saliva swabbed was measured and sucrose concentration was monitored using liquid-API-MS after extraction by a methanolwater solution (Davidson et al., 1999). A continuous
501
sampling technique using a motor-driven ribbon placed across the tongue while a panellist chews a food sample has also been described (Davidson et al., 2000). At the end of the eating process, the ribbon was cut into 5 cm lengths after estimation of the saliva weight adsorbed on the ribbon, each piece representing a certain time. Non-volatile components were extracted from the pieces of ribbon with a solvent and their concentration determined by direct liquid phase API- or electrospray (ES)-MS (Davidson et al., 2000). Temporal release of sucrose and glucose from biscuits, of sodium from potato crisps, of sucrose, glucose and fructose, citric and malic acids from fresh orange and finally minerals (sodium, calcium and potassium) from Cheddar cheese was monitored successfully (Davidson et al., 2000). The cotton bud technique has been applied recently to a model processed cheese in which aroma and non-volatiles compounds consistent with literature data had been incorporated (Pionnier et al., 2003). As it was demonstrated that with certain foodstuffs the increased frequency of sampling affected the chewing pattern (Davidson et al., 2000), each panellist produced only one saliva sample per mastication, at a time-consuming cost, however. Using ES-MS in negative ionisation mode, time-course release curves for minerals (sodium, calcium, magnesium and potassium), amino acids (leucine, phenylalanine, glutamic acid), organic acids (citric, lactic, propanoic and butyric) and phosphoric acid have been obtained (Pionnier et al., 2003). As a typical example, Fig. 7, shows release curves from cheese for phenylalanine, glutamic acid, leucine, phosphoric and lactic acids obtained for one assessor. The first conclusion that could be stressed from the analyses of the release curves is that individual physiological parameters (mainly mastication behaviour and salivation rate) are related more closely to the temporal release of taste compounds than to their physico-chemical properties (Pionnier et al., 2003). Model mouth systems
A number of mechanical devices which mimic in more or less detail the processes that occur in the mouth during eating 'model mouths' have been developed (Piggott, 2000 and references therein). These are often variants of dynamic headspace analysis, but their aim is to obtain time-resolved samples containing volatiles as similar as possible to those present during actual eating. The various parameters like temperature, air flow, mastication rate and addition of artificial saliva can be varied to study their effects on volatile flavour release. The main advantages of model mouths are the large quantities of food samples that can be handled, overcoming some sensitivity problems encountered
502 Cheese Flavour: InstrumentaITechniques
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Figure 7 Flavour release from a flavoured model cheese for one assessor. In mouth, time-course release of non-volatile compounds (concentration in g/100 g saliva) using the cotton bud technique. Data points measured in electrospray-MS in negative ionisation mode are the mean of three replicates. when monitoring volatiles at low concentrations (Taylor, 2002), and the suppression of inter-individual variations, always encountered when working with a panel, that can be detrimental to a robust interpretation of the data. Recently, using an imitation cheese preparation, the release of volatile flavour compounds from the Retronasal Aroma Simulator (RAS), originally developed by Roberts and Acree (1995), has been compared with flavour release in vivo using API-MS detection in both cases (Deibler et al., 2001). While delivering higher concentrations of volatiles than from human breath, the RAS gave a good approximation of time-averaged flavour release in the mouth, with volatile compounds present at similar ratios (Deibler et al., 2001). Volatiles in the RAS effluent from Cheddar, Brie and vanilla ice cream were measurable (Deibler et al., 2001). The model-mouth device originally developed by Roo7en and co-workers (van Ruth et al., 1994) has been used to investigate the relationships between the gross, non-volatile and volatile compositions and the sensory attributes of eight Swiss-type cheeses (Lawlor et al., 2002). Eight flavour attributes were found to be correlated with subsets of volatiles, amino acids, free fatty acids and gross compositional constituents with, for instance, the nutty flavour of Emmental that was positively correlated with the concentrations of propionic acid, ethyl acetate and 2-pentanone (Lawlor et al., 2002). Flavour release and flavour perception are dynamic processes and must be studied using dynamic methods (Piggott, 2000). Dynamic physico-chemical methods have been developed to study the parameters of flavour release from foods. Parallel increased applications of dynamic sensory methods provide a better understanding of food flavour, with important results obtained for
cheese flavour. However, further work is needed to improve our knowledge of various interactions arising at different levels in the process of food consumption: e.g., interactions between food ingredients (Delahunty and Piggott, 1995; Pionnier et al., 2002; Taylor, 2002), and interactions at the perceptual levels such as tastearoma interactions (Noble, 1996; Given and Paredes, 2002; Hollowood et al., 2002; Taylor, 2002), or trigeminal interferences (Green, 1996; Given and Paredes, 2002), as these play a fundamental role in overall flavour perception.
Global and Fast Assessment of Cheese Flavour The methods currently used to evaluate and control the quality of cheese flavour are still essentially based on sensory evaluation by a panel of experts. These trained panels are able to handle such difficult tasks like quality monitoring through descriptive analysis, off-flavour detection and comparison of samples for classification purposes. It could be interesting for such tasks to substitute humans by instruments that could give quicker answers at a reduced cost.
Electronic nose Evaluation of the complete aroma emitted from food using gas sensors, the so-called 'electronic noses', is now theoretically feasible (Hodgins, 1997; Schaller et al., ]998). Electronic noses are composed of arrays of non-specific gas sensors which are based on different physical principles (Hodgins, 1997; Schaller etal., 1998). The most common sensors are semiconducting metal oxides and conducting organic polymers, but
Cheese Flavour: InstrumentaITechniques
they all give rise to a response with a typical pattern. Therefore, pattern recognition software, using either standard statistics or artificial neural network technology, must be used for data treatment and final presentation of the results (Hodgins, 1997; Schaller et al., 1998). The electronic nose is particularly attractive for quality control applications where conformity/nonconformity answers are expected. Some discriminative studies have been conducted on cheese samples (Schaller et al., 1998 and references cited therein). Using metal oxide semiconductors, it was possible to distinguish between five Swiss cheese varieties (Mariaca and Bosset, 1997). However, some problems occurred with the repeatability of the system that could be possibly related to the product itself, the sampiing technique or the moisture content of the air used for sampling, precluding its use in routine tests (Schaller et al., 1998). Samples of Swiss Emmental cheese at different stages of ripening have been evaluated using different technologies over a period of one year (Schaller et al., 1999). The metal oxide semiconductors technology has given the best discriminative results. However, the sensors seemed to be damaged by short-chain fatty acids released from cheese. Conducting organic polymer sensors showed poor sensitivity to volatile components of cheese, the main problem being that these sensors are unstable (Schaller et al., 2000a). The other technologies tested were not sensitive enough to cheese volatile compounds and electronic noses containing these sensors showed poor discriminative power (Schaller et al., 1999). However, recently, the ripening of Danish Blue cheese was monitored by means of an electronic nose which contained 14 conducting polymer (polyaniline) sensors; results were found to be highly correlated to those of sensory analysis and GC-MS analysis of volatile compounds during a 5-12-week ripening period (Trihaas et al., 2003). The close control of the experimental sampling conditions (quality of dry air with a humidity <0.5% and equilibration time at controlled temperature) might explain this success (Schaller et al., 1998). Nevertheless, despite some success in some classification tasks when using perfectly controlled sampling conditions, electronic noses hardly meet the requirements of the food industry in terms of precision, reproducibility, sensitivity and stability. Of particular importance, the sensors are known to deteriorate over time or can be poisoned, therefore changing their response. Even with frequent calibration, the inherent weaknesses of the technique make the general applicability of the databases problematic. Moreover, these instruments cannot be used to identify single odorants or to differentiate samples with subtle differences in distinctive sensory attributes. Therefore, in off-flavour studies,
503
where identification of the off-flavour compound is a pre-requisite and in quality control assessment, they may be used successfully only after recognising their inherent weaknesses (Reineccius, 2002). Mass spectrometry-based systems
For classification purposes, two other global and fast analytical methods, based on mass spectrometry, have been used for dairy products and seem more powerful and reliable than electronic noses. The first consists of a global analysis of a headspace sample by a mass spectrometer operated in electron ionisation mode, without GC separation (Vernat and Berdague, 1995). The feasibility of the method was originally demonstrated for rapid classification of four rather different French cheeses (Vernat and Berdague, 1995). This method is often described as a 'MS-based electronic nose' (Schaller etal., 2000b). The mass patterns obtained, considered as fingerprints of the food products analysed, also need data treatment, either by conventional statistics or artificial neural networks. The technique has been used successfully to discriminate four Swiss Emmental cheeses differing in age (Schaller et al., 2000b), and Camembert-type cheeses according to their origin, manufacturing process or ripening stage (P~res et al., 2002a). Solid-phase microextraction may be used as a preconcentration technique instead of dynamic headspace analysis (Marsili, 1999). Applied to rapid characterisation of cheeses, SPME has been demonstrated to be a very efficient pre-concentration technique (Schaller et al., 2000b). In the task of discriminating Swiss Emmental cheeses ripened for different times, SPME has been found to be superior to dynamic headspace analysis in terms of repeatability, simplicity and compatibility with an autosampler (Schaller et al., 2000b). However, when applied to the characterisation of Camembert-type cheese (P~r~s et al., 2001), SPME yielded less satisfactory results than those obtained by dynamic headspace analysis (Peres et al., 2002a). The better performance of the dynamic headspace method in that case was attributed to the absence of signal drift (ageing of the SPME fibres causes drift, as demonstrated by Peres et al., 2001) and to automation of the injection of sample into the mass spectrometer. According to the authors, the protocol chosen for the analysis by dynamic headspace-MS was more efficient than SPME in terms of extraction yield, and reduced thermal, mechanical and chemical modification of the samples (P~r~s et al., 2002a). Developed in the 1980s for food applications, direct pyrolysis-MS is another method that delivers 'fingerprints' which can be used for classification/authentication
504
Cheese Flavour: InstrumentaITechniques
purposes (Aries and Gutteridge, 1987). With this method, a tiny sample is pyrolysed rapidly at up to 530 ~ and the resulting volatile fraction, characteristic of the flavour but also of the matrix breakdown, is analysed immediately by a mass spectrometer operated in low energy electron ionisation mode. Here again a mass pattern, this time rather complex, is obtained for each sample and several data pre-processing steps are often necessary to select a reduced number of mass fragments that allow satisfactory classification. Curiepoint pyrolysis-mass spectrometry with associated multivariate data analysis techniques is considered as a powerful classification tool in microbiology for the recognition of micro-organisms (Talon et al., 2002 and references cited therein) and food science (Aries and Gutteridge, 1987; Peres et al., 2002b and references cited therein). However, when applied to the discrimination of five Camembert-type cheeses, it appeared less competitive than SPME-MS or dynamic headspace-MS in terms of sample preparation and analysis time (P~res et al., 2002b). The main advantage of the method is that it provides a specific fingerprint of the cheese matrix which could be potentially related to textural parameters (Peres et al., 2002b). Recently, in a similar approach, the proton transfer reaction mass spectra (PTR-MS, another atmospheric pressure ionisation mode MS source) of the static headspace of Mozzarella cheese have been found to display comparable discrimination power to sensory descriptive analysis (Gasperi et al., 2001).
Concluding Remarks Cheese is a biochemically active product that undergoes many changes during ripening. The development of flavour is one of the consequences of these biochemical changes that occur over the entire ripening period. Modern instrumental methods allow for detailed analyses of volatile compounds, and some pertinent complementary sensory information can be obtained by combining gas chromatography with olfactometry. Recent developments have allowed the identification of the role of non-volatile components in the overall flavour of cheese. Nevertheless, the relationship between flavour-aroma and sapid compounds present in a foodstuff and sensory perception of that food by a consumer is not so easy to establish. It is still not well understood how the various flavour-active components combine to produce a particular sensory perception. Recent developments in dynamic instrumental methods that can follow the in vivo sequential release of the flavour molecules are valuable tools that can account for the balance of flavour compounds released, a balance that changes with time. With more complete and
accurate information, combined flavour chemistry and sensory evaluation should help understand the relationship between flavour stimuli and perceived flavour and explain the mechanisms of flavour perception. Authentication of cheese (for instance, varieties with protected designations of origins) is another challenge. Tools developed recently that combine analytical instrumentation for global assessment of flavour with multivariate data analyses have demonstrated their usefulness for classification purposes.
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Rheology and Texture of Cheese D.J. O'Callaghan and T.P. Guinee, Dairy Products Research Centre, Teagasc, Ireland
I n t r o d u c t i o n - Overview of Cheese Rheology and Texture Rheology of materials, e.g., cheese, may be defined simply as the study of their deformation and flow when subjected to a stress or strain. The rheological properties of cheese are those that determine its response to stress or strain, as applied, for example, during compression, shearing or cutting. In practice, such stresses and strains are applied to cheese during processing (e.g., portioning, slicing, shredding and grating) and consumption (slicing, spreading, masticating and chewing). The rheological properties include intrinsic characteristics such as elasticity, viscosity and viscoelasticity that are related primarily to the composition, structure and the strength of attractions between the structural elements of the cheese. The theological characteristics of cheese are quantified by rheological quantities that are measured in tests involving the application of stress or strain under defined experimental conditions. The output variables from these tests (e.g., creep, stress relaxation, compression tests), which may include change in dimensions over time, the ratio of stress-to-strain for certain strain levels, stress or strain required to induce fracture, enable the determination of quantities such as shear modulus, fracture stress and firmness. In lay terms, the behaviour of the cheese when subjected to these stresses and strains is referred to by descriptive terms such as hardness, firmness, springiness, crumbliness or adhesiveness. Owing to the variations in manufacturing conditions and composition, different cheese varieties exhibit a wide range of rheological behaviour, ranging from the viscous behaviour of soft cheese to the elastic behaviour of hard cheeses at low strain. The rheological properties of cheese are of considerable importance as they affect: its handling, portioning and packing characteristics; 2. its texture and eating quality, as they determine the effort required to masticate the cheese or alternatively the level of mastication achieved for a given level of chewing. The degree of chewing required may, in turn, influence the flavour/aroma properties and the suitability of the cheese for different consumer groups (e.g., children, aged); o
3. the use of cheese as an ingredient, as they influence its behaviour when subjected to different size reduction methods (such as shredding, grating or shearing) and how it interacts and blends with other ingredients in foods in which cheese is an ingredient. 4. its ability to retain a given shape at a given temperature or when stacked; 5. its ability to retain gas and hence to form eyes or cracks or to swell. Hence, the rheological properties of cheese are significant quality attributes of importance to the manufacturer, pre-packer, distributor, retailer, industrial user and consumer. The rheology of cheese is a function of its composition, microstructure (i.e., the structural arrangement of its components), the physico-chemical state of its components, and its macrostructure, which reflects the presence of heterogenities such as curd granule junctions, cracks and fissures. The physicochemical properties include parameters such as the level of fat coalescence, ratio of solid-to-liquid fat, degree of hydrolysis and hydration of the paracasein matrix, and the level of inter-molecular attractions between para-casein molecules. Hence, the rheological characteristics differ markedly with the cheese variety and age. The effect of variety on the rheological properties is readily apparent on comparison of an almost-flowable mature Camembert with a firm, brittle Parmesan or of a crumbly Cheshire cheese or with an elastic springy Swiss-type cheese or String cheese (Table 1). Similarly, the influence of age is clear on comparison of a young (e.g., < 1 - 2 months) rubbery Cheddar with a fully mature pliable Cheddar (Table 1). Cheese rheology and factors that affect it have been reviewed extensively (Sherman, 1969; Eberhard, 1985; Visser, 1991; van Vliet, 1991a; Rao, 1992; Prentice et al., 1993; Ustunol et al., 1995; Beal and Mittal, 2000; Fox et al., 2000; Madsen and ArdO, 2001; Guinee, 2003). In this chapter, the basic rheological characteristics of cheeses in general and the methods for their quantification will be examined. The effects of compositional and biochemical factors on the rheological properties of cheese are discussed in 'Cheese as an Ingredient', Volume 2. For detailed information on cheese texture,
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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512
Rheology and Texture of Cheese
Table 1
Rheological properties of raw cheese and their definitionsa
Cheese type displaying property
Rheological property
Definition
Elasticity (rubberiness)
Tendency of cheese to recover its original shape and dimensions upon removal of an applied stress Tendency to recover from large deformation (strain) after removal of deforming stress Tendency of hard cheese to crack, with very limited flow (confined to vicinity of crack); after fracture, the broken surfaces can be fitted to each other Tendency of hard cheese to fracture at a relatively low permanent deformation High resistance to deformation by applied stress
Springiness Elastic fracturability
Brittleness Firmness (hardness)
Toughness (chewiness)
The resistance of cheese to fracture until a relatively large deformation is attained A high resistance to breakdown upon mastication
Softness Plastic fracturability
Low resistance to deformation by applied force The tendency of cheese to flow on fracture
Shortness
The tendency to plastic fracture at a small deformation; low resistance to breakdown upon mastication The tendency to resist separation from another material with which it makes contact (e.g., another ingredient or a surface such as a knife blade or palate) The tendency to break down easily into small, irregularly shaped particles (e.g., by rubbing) The tendency to increase in apparent viscosity when subjected to an increasing shear rate (especially upon heating) The tendency to exhibit a decrease in apparent viscosity when subjected to an increasing shear rate
Longness
Adhesiveness (stickiness)
Crumbliness Shear thickening
Shear thinning
Swiss-type cheese, low-moisture Mozzarella Swiss-type cheese, low-moisture Mozzarella Parmesan, Romano, Gruyere
Romano, Parmesan Cheddar, Swiss-type cheese, Romano, Parmesan, Gouda Mozzarella, Swiss Mozzarella, String cheese, Halloumi Blue cheese, Brie, Cream cheese Mature Cheddar, Blue cheese, Chaumes, Raclette Camembert, Brie Mature Camembert
Cheshire, Wensyledale, Blue cheese, Stilton, Feta Cream cheese (when heated), 'creaming' of processed cheese products Quarg (especially at low temperatures, i.e., <4 ~
a Definitions modified from Szczesniak (1963a), van Vliet (1991a) and Fox et al. (2000).
the reader is referred to 'Sensory Character of Cheese and its Evaluation', Volume 1 and the following reviews: Szczesniak (1963a,b, 1998), Brennan (1988) and Rosenthal (1999).
Terminology of Rheology and Texture General rheological terminology The general terminology used to describe the rheology of materials has been discussed extensively (Sherman, 1983; Rao and Steffe, 1992; Whorlow, 1992; Collyer and Clegg, 1998; Sharma et al., 1999). The terms most commonly applied to the rheology of cheese are described in Table 1. Deformation and strain
Any rheological measurement involves deforming a sample of material by applying a force, e.g., by compression or by shear (Fig. 1). The displacement in response to the force at the point of application is known as deformation. The term 'deformation' used in this sense
does not imply permanent deformation but rather a change in shape (i.e., form) which may be temporary, permanent or partly recoverable. A series of instantaneous measurements of force and associated displacement describe the rheological characteristics of a material under the measurement conditions. The conditions which affect the force-displacement response include temperature, type of deformation (compression, extension, shear or pressure), level of deformation in relation to the elastic limit and fracture point of the material, rate of deformation, previous history of deformation. Strain may be defined as the fractional displacement that occurs under an applied stress. Stress
Stress is defined as the distribution of force over an area of a material. The 'area' over which a force is distributed may be a surface (e.g., the surface of a cylindrical sample exposed to a compression plate) or an imaginary section within a material (e.g., an internal fracture plane). The force applied at a surface is distributed throughout the material and is borne by the structural elements, e.g., in
Rheology and Texture of C h e e s e
Table 2
Rheological properties derived from stress/strain curves obtained from large strain deformation of cheese
Textural characteristic to which parameter is related
Rheological Property
Abbreviation
Interpretation
Elastic, or compression, modulus Apparent elastic modulus, or Deformability Modulus
E o-/e
Fracture stress
o-f
Fracture strain
ef
Measure of elasticity at low strain Ratio of stress to strain in a viscoelastic region below the fracture point Stress required for fracture and collapse of cheese mass beyond point of recovery. Deformation required to induce fracture
Firmness (maximum stress)
O'max
Fracture work
Wf
Stress to required to compress cheese sample to a given deformation The energy required to fracture the cheese
the case of cheese, the casein strands of the matrix and the occluded fat globules. The theological behaviour of the material is effected by the response of the structural elements to the applied stress. The initial response of a cheese sample to an applied stress is determined mainly by the para-casein matrix. At larger deformations, the moisture and fat phases, which are occluded in the matrix, contribute to the rheological response. Shear and normal modes of stress and strain
Two modes of stress can be applied on a surface, namely shear or normal. Shear stress is created when a force is applied parallel to the plane of a surface element, whereas normal stress is created by a force applied perpendicularly to a surface element. Normal stress, or, is defined as:
Elasticity Elasticity
Strength of cheese matrix
brittleness and "shortness" or "longness" of cheese firmness or hardness toughness
where A is the cross-sectional area over which the force (F) is applied (Fig. 1). Normal stress can occur in tension or compression. In a large strain compression situation, two expressions are used for normal stress, differing in respect of the calculation of area. Apparent stress is the applied force divided by the original crosssectional area of the sample, while true (or, more strictly, corrected) stress is the applied force divided by the instantaneous area of the sample, allowing for the fact that the sample spreads as it is compressed. When true stress is plotted against strain, a more distinct peak is observed around the fracture point (Fig. 2). However, the instantaneous area is not easily measured and is often approximated by a calculation based on constant volume (Ak and Gunasekaran, 1992). Shear stress, 1", is defined as:
F o'--
513
F I'--
A
A kPa 450<
>
7/
i F
4OO350300250-
!o (a)
200150-
o-t
100-
(b)
Figure 1 Deformation of a solid material by the application of a force, F, (a) in a direction normal to the surface (area, A), resulting in a compression deformation, or (b) tangential to the surface resulting in shear deformation. The stress is calculated as F/A; strain is calculated as zXL/Lo, where Lo is the original length of the sample of material.
50- / 0 r 0
i,
0'.2
0'.4
0'.6
0.8
Figure 2 Apparent stress, o-, and true stress, o-t, plotted against strain, ~, from force-displacement data obtained in the compression of Cheddar cheese on a texture analyser, Stable Micro Systems, model TA.HDi, showing a more distinct peak near the fracture point in the o-t plot.
514
Rheology and Texture of Cheese
where A is the cross-sectional area over which the shear force (F) is distributed (Fig. 1). Two alternative expressions for normal strain have been used in tensile or compression situations, namely Cauchy strain and Hencky strain. Cauchy strain (e), also referred to as strain, apparent strain or engineering strain, is defined as the deformation relative to the original sample dimension, i.e.,
impractical, as the transition from elastic to viscous behaviour is gradual. Throughout this text, strain is used in the engineering or Cauchy sense, unless otherwise stated. Shear strain, 3' is defined as: AL 3,=
Lo
AL Lo where Lo is the original height of the sample and AL is the displacement under applied stress, o" (Fig. 1). Hencky strain, sometimes referred to as natural strain or true strain, is defined as the natural logarithm of the ratio between the sample length upon application of force and the original length, i.e.,
8t
where Lo is the original sample length and L is the length under load. Hencky strain is thought to be more relevant than engineering strain in describing fluid (or non-recoverable) behaviour, e.g., squeeze flow patterns of deformation, as occur in large strain compression and in spreading cheese on a cracker. However, for small strains, the Hencky strain approaches the Cauchy strain (Fig. 3). The relationship between Cauchy and Hencky strain can be derived a s : ~?t =
- l n ( 1 - ~).
Ideally, engineering strain should be used for recoverable (elastic) deformations and true strain for nonrecoverable (viscous) deformations. Obviously, this is
Initial height, Lo: ,~,- _ _
Figure 3
Displacement, AL (mm)
Cauchy strain
Hencky strain
0 5 10 15 20 25
0 0.20 O.40 0.60 0.80 1.00
0.00 0.22 0.51 0.92 1.61 oo
Deformation of a sample of cheese, originally 25 mm high (Lo), under axial compression, showing equivalence between displacement (Z~L), Cauchy strain (e) and Hencky strain (st).
where AL is the shear (tangential) displacement on the application of shear stress, r. Compression testing is generally used for the rheological evaluation of cheese because of the relatively low tensile strength of most cheeses, e.g., compared to its compression strength. Exceptions include members of the pasta-filata family of cheeses, such as Mozzarella and Haloumi (see 'Pasta-Filata Cheeses', Volume 2), which when heated are able to undergo a high degree of stretching when pulled. As discussed in 'Pasta-Filata Cheeses' and 'Cheese as an Ingredient', Volume 2, this characteristic is associated with the presence of para-casein fibres which are formed during the exposure of the curds to high temperatures (e.g., 58-60 ~ at a low pH (e.g., 5.1-5.4) during manufacture and stretching. In practice, normal and shear stresses occur simultaneously during testing, size reduction at industrial level (e.g., comminution, shredding, grating) and consumption (mastication). In a compression test, a normal force is applied but fracture generally occurs as a consequence of shear stresses built up in the sample. Likewise, in a torsion test, a normal force must be applied to maintain sufficient contact between the sample and the plate delivering the shear stress. In general, the simplest fundamental rheological properties (e.g., u modulus, shear modulus) are defined for one mode of stress in one dimension, and for this reason, rheological measurements often attempt to confine stresses to one mode and one dimension. However, this is possible only in some low deformation situations, since stresses in one dimension tend to produce structural displacements, and hence stresses, in other dimensions and modes. Thus, it is not possible to create large deformations in one dimension in isolation, as for example during compression testing when deformations exceed the linear viscoelastic limit (see 'Fundamental Measurements: Oscillatory Rheometry for Linear Viscoelastic Measurements in Cheese'). However, cheese generally undergoes relatively large deformation during handling and consumption, and hence it is necessary to describe its rheological characteristics under large deformation conditions, e.g., during compression by the molar teeth ("-70%). It is difficult to measure shear and compression stresses simultaneously
Rheology and Texture of Cheese
in all dimensions under large strain deformation, and, consequently, much use is made of empirical or semiempirical methods to describe the rheology of cheese or other foods under large strain deformation conditions to which cheese is subjected in practice. In contrast, low strain linear viscoelastic tests, while giving precise rheological quantities (i.e., storage and loss modulo and indirect information on structure, tell little about the expected rheological behaviour of the cheese during processing and eating. Bagley and Christianson (1987) suggested a generalised approach to the measurement and interpretation of the rheological properties of foods aimed at dealing with the difficulties in describing behaviour that is highly viscous and highly elastic at the same time. With this approach, constants can be derived which enable the rheological property being measured in a given test, e.g., compression modulus at low strain during compression testing, to be related to a rheological property measured in another test, e.g., shear modulus in a torsion test or shear test. In practice, inhomogeneities and graininess in cheese can confound such comparisons and it is difficult to interpret the significance of such results (Bagley and Christianson, 1987). The relationship between stress and strata Stress and strain at a micro level result from an externally applied force at a macro level, the displacement at the point of application being the cumulative effect of a strain at every point along the length of the sample (Fig. 4). The relationship between stress and strain is characteristic of the material but depends on temperature, and for viscoelastic materials, on other factors including the time over which the stress is applied and the pre-test stress-strain history and the rate of strain (see 'Uniaxial Compression').
515
Under low e, solids, including some cheeses (e.g., a y o u n g - medium-aged, low-moisture, part-skim Mozzarella cheese), exhibit a simple linear relationship between o-and e which can be expressed in terms of various moduli. In compression or tensile testing, Young's Modulus (E) may be defined as: E=
O"
where o is the normal stress and e is the strain on the material. In shear tests, the shear modulus (G) is given by: G=
7"
3' where r is the shear stress and 3' is the shear strain. The above elastic moduli are intrinsic rheological characteristics of the material, that are independent of sample dimensions, time and strain rate. However, for most cheeses, the elastic region is small (e.g., 0.006; Guinee etal., 2000a,b) and of little consequence because most strains applied in practice are >>0.05. Bulk modulus and compressibility of cheese Isotropic stress, or pressure, is sometimes described as a third mode of stress. This usually occurs in fluid materials and is really a normal force applied equally in each of three dimensions. In general, the application of isotropic stress to a material results in a slight reduction in volume, or shrinkage. From the volume reduction, a bulk modulus (K) may be determined and is defined as: K=
PV ZXV
Sample surface
~176
oriht,l[ i,
~ -
roe
.... Sample interior .....
......iiiiiiiii'_;~St ress ) .............
......Stress.......Strain I I ........ii iiiiiiiii. Q
Strain l ..........i i @
ib:......................
(a)
(b)
4 The application of an external force over a surface area results in stress and strain throughout the sample, as illustrated in (a).The displacement at the surface of application is the cumulative effect of a strain at every point, e.g., X, along the length of the sample. For low strain deformations there is a linear relationship between stress and strain, and a modulus, equal to the ratio between them, may be determined (b). Figure
516
Rheology and Texture of Cheese
where P is the applied pressure, V is the initial volume of material and AV is the change in volume. There are simple relationships between compressibility, usually expressed in terms of bulk modulus (K), Young's modulus (E) and Poisson's ratio (/x) (Whorlow, 1992; Rosenthal, 1999): e = 3K(1
-
2~,)
and E=2G(1
+/,)
Since /x---0.5 for most cheeses (see Poisson effect in Glossary), these relationships simplify further to:
Rheological concepts applied to cheese Cheese structure
Cheese is essentially a concentrated protein gel, which occludes fat and moisture. Gelation is brought about by either of the following mechanisms (see 'Rennetinduced Coagulation of Milk' and 'Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1): 1. slow quiescent acidification (e.g., using a starter culture or food-grade acid and/or acidogen), at a temperature of 20-40 ~ to the isoelectric pH of casein, i.e., ---4.6; 2. sensitisation of the casein to calcium via the hydrolysis of the principal micelle-stabilising casein, K-casein, by added acid proteinases (i.e., rennets); or
E = 3G However, all of the above relationships apply only in the linear (i.e., elastic) region. The volume reduction up to the point of fracture is about 9% for Cheddar cheese (Calzada and Peleg, 1978). Cheese with a large vacuole volume (e.g., where eyes occupy a significant proportion of the volume, as in Swiss cheese), are more compressible and therefore have lower K values than cheeses without eyes. However, unlike their behaviour under normal or shear stresses, most cheeses are relatively non-compressible under isotropic stress. Consequently, from a practical point of view, their bulk modulus is of little interest, but may be of interest in the calculation of true stress in uniaxial compression (see 'Uniaxial Compression').
(a)
(b) , ,,
L
Force, F ( ~
at depth, y
Figure 5 Two situations where viscous forces are at work: (a) flow between parallel plates which move relative to each other; (b) flow in a pipe.
C-
.g O0
J Time
Viscous deformation
Flow is normally the result of shear displacement. Shear forces occur when a liquid flows inside a pipe or when a molten mass (e.g., melted cheese) flows along a surface (Fig. 5). In a fluid, strain is not recoverable and applied stress results in a continuously changing strain. A viscous material behaves as a fluid and responds to shear (stress), in terms of strain, in a time-dependent manner (Fig. 6). For an ideal viscous material, i.e., a Newtonian fluid, the rate of strain is proportional to applied stress (Fig. 7). The relationship between stress (r) and rate of strain (5'), or shear rate, is described by the coefficient of viscosity (r/): I"
Figure 6
Ideal viscous (Newtonian) response to constant applied stress, i.e., strain (3') increases at a constant rate (T).
10 r"-
~
6
~
4
9r - -
2
0 0
Figure 7
2
4 6 8 Stress, o-, arbitrary units
10
Relationship between shear stress (s) and shear rate (T) for an ideal (Newtonian)liquid.
Rheology and Texture of Cheese
3. a combination of acid and heat, e.g., heating milk to - 9 0 ~ at --pH 5.6. The micro-structure of milk gels and cheeses has been studied extensively (Hall and Creamer, 1972; Kalab and Harwalkar, 1974; Kimber et al., 1974; Kalab, 1977, 1979; de Jong, 1978; Green et al., 1981a,b, 1983; Green, 1990a,b; Kiely et al., 1992, 1993; Mistry and Anderson, 1993; Bryant et al., 1995; Desai and Nohing, 1995; Everett et al., 1995; Guinee et al., 2000a). The physico-chemical properties of the para-casein matrix and occluded components may be deduced from micro-structural observations, compositional analyses and theoretical considerations of the chemistry of the conversion of milk to cheese and partition of components (e.g., milk salts) between the whey and the cheese curd (Walstra and van Vliet, 1986). Natural rennet-curd cheese is essentially a particulate calcium phosphate-para-casein matrix, composed of interconnected and overlapping strands of partially fused para-casein aggregates (in turn formed from fused para-casein micelles). The integrity of the matrix is maintained by various intra- and inter-aggregate hydrophobic and electrostatic attractions. In young cheese, the matrix has an 'internal' structure consisting of a relatively loose network of clearly recognisable particles (para-casein micelles and aggregates of paracasein micelles) which are in contact with neighbouring particles over part of their surfaces. Ongoing fusion of para-casein particles during maturation leads to a gradual reduction in the extent of internal matrix structure, as reflected by the disappearance of interparticle boundaries and the formation of a more homogeneous mass (Kimber et al., 1974; de Jong, 1978). The para-casein network is essentially continuous, extending in all directions, although some discontinuities exist in the matrix at the micro- and macro-structural levels. Micro-structural observations made using transmission electron microscopy (TEM) suggest that hydrolysis of para-casein (e.g., by rennet) to watersoluble peptides results in parts of the matrix losing contact with the main para-casein network, an occurrence that leads to discontinuities or 'breaks' in the para-casein matrix at the micro-structural level (de Jong, 1978). Hence, it is noteworthy that ageing of Mozzarella for 50 days results in the degradation o f - 5 0 % Otsl-casein to Otsl-CN f 24-199 and an increase in the porosity of the defatted para-casein matrix, as observed using scanning electron microscopy (SEM) (Kiely et al., 1993). Discontinuities at the macro-structural level exist in the form of curd granule junctions or curd chip junctions (in Cheddar and related dry-salted varieties) (Kalab and Harwalkar, 1974; Kalab, 1979; Lowrie et al., 1982; Paquet and Kalab, 1988). Curd
517
granule junctions in low-moisture Mozzarella are well defined, - 3 - 5 p~m wide and appear as veins running along the perimeters of neighbouring curd particles (Kalab, 1977). Unlike the interior of the curd particles, the junctions are comprised mainly of casein, being almost devoid of fat. Factors that contribute to the formation of these junctions include leaching of the fat from the surface of the curd particles and dehydration of surface protein, during the cutting, acidification, cooking and pressing stages of cheese manufacture. Chip junctions in Cheddar and related dry-salted varieties are clearly discernible on examination of the cheese by light microscopy and, like curd granule junctions, have a higher casein-to-fat ratio than the interior. The difference in cheese composition at junctions, compared to the interior of the curd particles, probably leads to differences in the molecular attractions between contiguous para-casein layers in the interior and exterior of curd particles, and thus to differences in structure-function relationships. From a rheological viewpoint, the occurrence of structural discontinuities may result in the lack of tensile strength in many cheeses which in practical terms may be reflected as crumbliness, shortness, fracturability, e.g., Feta, Stilton and Cheshire. Discontinuities probably also contribute to poor replication of rheological measurements. The matrix encases fat globules (in varying degrees of coalescence), moisture, dissolved solutes and enzymes within its pores (Kimber etal., 1974; Laloy etal., 1996; Guinee etal., 2000a). Clumping and coalescence of fat globules occur during manufacture due to the combined effects of shear stress on the fat globule membrane and shrinkage of the surrounding paracasein matrix which forces the occluded globules into close contact. Evidence for fat clumping is provided by scanning electron micrographs which show fissures, or irregular-shaped openings, in the para-casein matrix, which remain after removal of fat during sample preparation (Mistry and Anderson, 1993; Bryant et al., 1995; Fig. 8). The frequency of these fissures decreases as the fat content is reduced, e.g., from 33.2 to 8.2%, w/w, fat (Mistry and Anderson, 1993; Guinee et al., 2000b). Major physico-chemical changes occur in the protein and fat phases of cheese during maturation. These include partial hydrolysis of the matrix comprising para-casein, increase in hydration of the para-casein, and coalescence of fat globules, resulting in the formation of fat pools (Fox et al., 1996, 2000; Guinee and Law, 2001; Guinee, 2002). These changes are mediated by the residual rennet, micro-organisms and their enzymes, and changes in mineral equilibrium between the serum and para-casein matrix. The type and level
518
Rheology and Texture of Cheese
(a)
(b)
. . . . . .
Figure 8 Scanning electron micrographs of Cheddar cheese, showing the continuous para-casein matrix (arrow heads) permeated by holes and fissures, corresponding to discrete, clumped or coalesced fat globules (solid arrows). Bar, i.e., 5 #m in (a) and 1 #m in (b) (from Guinee et al. (1998), reproduced with permission from the society of Dairy Technology).
of physico-chemical changes depend on the variety and composition of cheese and ripening conditions. These changes assist in the conversion of fresh 'green' curd to a mature cheese and markedly influence its rheological, textural, functional and flavour characteristics (see 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese During Ripening' and 'Sensory Character of Cheese and its Evaluation', Volume 1). Thus, a storage period is generally required before rennet-coagulated cheeses attain the desired rheological and textural attributes (e.g., fracturability, firmness, spreadability, brittleness) associated with the particular variety. Creep and stress relaxation in cheese
The time-dependent rheological behaviour of cheese has been studied (Visser, 1991; Ma et al., 1996; Pereira et al., 2001; Venugopal and Muthukumarappan, 2001). Creep is the time-related change in strain on application of a constant stress to a material such as cheese. Practical examples of creep occur when curd or cheese is compressed gradually under its own weight (e.g., Camembert), is pressed or stacked, e.g., during retailing. Creep (]) may be expressed in terms of strain or compliance, which is the ratio of strain to applied stress. When a constant stress, r, applied for a time, t, results in a strain, 3'(0, then the creep compliance is: J(t) =
3'(0 T
A creep curve for Cheddar cheese is shown in Fig. 9. Three characteristic regions can be identified. In the elastic region (A-B), 3" is instantaneous and fully reversible; in this region, the creep compliance is elastic (,]0). Viscoelastic deformation occurs in region B-C, where the material is partly elastic and partly viscous;
the creep compliance is retarded elastic (JR) and the recovery of the elastic component of 7 on the removal of r is delayed. In the viscous region (C-D), 3' increases linearly with time and permanent deformation occurs; the creep compliance is referred to as being Newtonian (JN). On removal of the stress at point D, the strain recovery curve shows three identifiable regions: an instantaneous elastic recovery (D-E), a delayed recovery (E-F), and an eventual flattening. The vertical distance from the fiat portion of the recovery curve to the time axis is the non-recoverable 3' per unit r, which is related to the amount of structural damage to the sample during the test. In the elastic region of the creep curve, the strands of the cheese matrix absorb and store the stress energy, which is instantly released on removal of r, enabling the cheese to regain its original dimensions. The extent and duration of the elastic region depends on the magnitude of r and the structural and compositional characteristics of the cheese. At 3' > critical strain, the structure of the cheese is altered via the breaking of bonds between structural elements, which are stressed beyond their elastic limit. Eventually, when the stress-bearing structural casein matrix has fractured, the cheese is said to flow. At short time scales and low r, most hard cheese varieties are essentially elastic, whereas after a long time, they flow, albeit very slowly, and do not recover to their original shape on removal of the stress. Failure to appreciate this characteristic can often lead to loss of shape (e.g., manifested by bulging, inclined surfaces) during storage, distribution and retailing, especially if cheeses of different consistencies are laid haphazardly upon each other. A stress relaxation test generally entails the instantaneous application of a constant deformation or strain, e (typically 0.10-0.20), by compression of the cheese sample between two parallel plates of a texture analyser (e.g., TA HDi Texture Analyser, Stable Micro Systems, Godalming, England; Instron Universal Testing Instrument (UTM); Instron Corporation, Massachusetts, USA.). On the application of e, or increases instantaneously to oro (i.e., zero-time value) but decays exponentially with time (t) (Shama and Sherman, 1973). The resultant or-time curve is used to determine the stress relaxation time, t, which may be defined as the time required for or to decrease to a fraction of Oro, e.g., t at which or = O-o/e, where e is the base of the natural logarithm. In a variation on such a test, Emmons et al. (1980) compressed full-fat (35%) and reduced-fat (17%) Cheddar cheeses, having a common level of moisture-in-non-fat-substance, at a constant speed to a strain of 0.2 and held the strain for 1 min. They
Rheology and Texture of Cheese
0.3
-
519
Recovery after removal of stress
Sustained constant stress
0.2 s (U .,,-, 00
-----------__Z
0.1
Non-recoverable strain J I, ,/ 0
50
100
150
200
250
300
Time, s
Figure 9 Creep-relaxation curve for mature Maasdammer cheese (fat, 29%, w/w, protein, 28%, w/w). A stress of 3700 Pa was applied to a cheese disc (diameter, 40 mm; height, 2.27 mm), placed between the parallel plates of a controlled strain rheometer (TA Carrri-Med csl2500) at 20 ~ and removed after 180 s. The curve is divided into regions indicating elastic, viscoelastic and viscous behaviour.
showed that the initial compression slope (or modulus of deformability), the relaxation slope and the residual force (after 1 min) were much higher for reduced-fat cheese, made from milk with or without homogenisation, than for full-fat cheese. Mechanical models of c h e e s e theology From its creep and stress-relaxation behaviour (Fig. 9), it can be inferred that cheese is a viscoelastic material. It exhibits elastic and viscous characteristics, but unlike true elastic or viscous materials, the relationship between stress and strain depends on the magnitude and the duration of the applied stress or strain. On the application of a low stress, that is sufficiently small so as not to induce permanent damage or fracturing (breaking of bonds between the structural elements) of the microstructure, for short times, cheese behaves as an elastic solid. However, a low stress applied over a relatively long time scale results in an increasing strain, a gradual failure of the structure and an eventual flow. Hence, the relationship between r (or o9 and T (or ~) is linear only at very low r and short time scales. The T at which linearity between r and 3' is lost is referred to as the critical strain (i.e., at the end of the linear viscoelastic range), which for most solidlike foods, including cheese, is relatively small, e.g., 0.02-0.05 (Walstra and van Vliet, 1982). The modelling of cheese rheology begins with simple relationships such as Hooke's Law for small displacements in the elastic region. In the region beyond the elastic limit, sometimes referred to as the elastoplastic region (i.e., where recovery following deformation is partial on removal of stress), modelling the rheology of cheese requires more complex models.
Mechanical models have been used to simulate creep and relaxation effects in materials (Rao, 1992; Tanner, 2000). The viscoelastic behaviour of cheese may be simulated by various mechanical models that contain different arrangements of dashpots (representing the fluid element) and springs (representing the elastic element) in series and/or in parallel. A simple model consisting of a spring in parallel with a dashpot is referred to variously as a Kelvin or Voigt element (Whorlow, 1992) or Kelvin-Meyer solid (Tanner, 2000) (Fig. 10). In contrast, a Maxwell element consists of a spring in series with a dashpot, which gives an exponentially decaying response to a suddenly applied constant strain (Fig. 11). Several models have been based on multiple Kelvin bodies in series, or Maxwell bodies in parallel, to simulate creep and stress relaxation, respectively, in viscoelastic solids (Whorlow, 1992); elements with a spectrum of time constants are employed in these models to approximate viscoelastic
(7
.L
Time
Figure 10 Kelvin model and its response to constant applied stress.
520
Rheology andTexture of Cheese
the force-displacement equations (Whorlow, 1992; Steffe, 1996).
Applied strain
of these models
Large strain deformation
Time Figure 11 A Maxwell model and its stress relaxation response to a constant applied strain.
behaviour (Fig. 12). Subramanian and Gunasekaran (1997b) showed that a model consisting of eight Maxwell elements could simulate the shear modulus over a wide dynamic range in low amplitude oscillation (0.1-20 Hz). Ma et al. (1996) showed that a six-element Kelvin model could simulate creep compliance in full-fat and reduced-fat Cheddar cheese. The Burgers body, which consists of a combination of Maxwell and Kelvin elements in series (Fig. 13), affords a close approximation to both the creep and stress relaxation behaviour of cheese. The mechanical representation of these models provides an intuitive guide to the nature of viscoelasticity and a simulation of rheological behaviour based on
(a)
(b)
rl Applied strain
9
89
"/-3
Figure 12 (a) Series of three Kelvin elements with a spectrum of time constants, which may be used to simulate creep and (b) A combination of Maxwell elements with a spectrum of time constants, which may be used to simulate relaxation behaviour in a viscoelastic solid.
Definitions and terminology Large strain measurement implies permanent deformation and measurement of non-linear rheological characteristics which are related to deformation of the microstructure. In contrast to linear viscocelastic deformation where applied strains are generally <0.05, large strain deformation may be defined as that which occurs at strains in the range of---0.1-0.9 during compression, and even at higher strains in the case of shear deformation (e.g., > > 1). Consideration of the forces that are applied to cheese from manufacture to consumption, indicates a very broad range of deformation. In some situations, the strains are of a relatively low magnitude and do not result in visible damage (e.g., during ripening, transport, retailing), while in others the strain results in fracture (e.g., during portioning) or complete disintegration of the cheese mass (e.g., comminution, as in shredding, grating, grinding, as for example in the preparation of cheese ingredients and in the manufacture of processed cheese products and cheese powders). Hence, in the current context, large strain deformation is arbitrarily subdivided into two regions, i.e., large strain deformation-elastoplastic (LSD-E; e.g., strains ---0.1-0.5; Fig. 14), where deformation does not result in fracture and the structure can partially recover, and large strain deformation-fracture (LSD-F; 0.3-0.9), where the cheese mass undergoes fracture or disintegrates and cannot recover. In the following discussion, the LSD-E and LSD-F regions will be treated jointly (Fig. 14). Measurement using texture analyser Large strain deformation testing of cheese usually involves the application of strains (e.g., ~ "-- 0.8) that result in fracture, by compression of the cheese sample
I Typical linear ] visco-elastic limit j I I
j_ Applied strain
I
( Typical extentof "~ |compression to which | I cheese is subjected in| | chewing and in | (poiitTypical fracture I L compression testing ) '
Time
0
0.40
0.80 Strain, A U L
Figure 13 Burgers four element model, which simulates creep and relaxation behaviour of cheese.
o
Figure 14 Range of strain in compression tests on cheese.
1.0
Rheology andTexture of Cheese
between two parallel plates of a texture analyser (Culioli and Sherman, 1976; Dickinson and Goulding, 1980; Creamer and Olson, 1982; Tunick et al., 1991; Guinee et al., 1996; Fenelon and Guinee, 2000; Truong et al., 2002). The cheese sample is placed on a base plate and is compressed at a fixed rate (typically 20 mm/min -1) to a pre-determined level (e.g., 75% of its original height) by the mobile plate (cross-head). However, the rate of compression used in various studies has differed widely, e.g., 5-500 mm/min -1 (Table 3). The force (F) developed during compression is recorded as a function of distance (or displacement); alternatively, the force may be converted to o-and the displacement to g. The resultant o-versus g curves for a range of hard rennet-curd cheeses (Fig. 15) typically show a number of distinct regions and enable the determination of a number of rheological parameters: 9 A-B; or increases proportionally with ~. The slope of this linear region defines the compression modulus, E (i.e., E = o-/~), which is of little practical significance in relation to cheese behaviour during processing or consumption, where strains are > >0.05. However, in the commercial grading of cheese, E may be an indication of springiness (e.g., where a grader sensorically monitors the resistance to small deformation, as in pressing the thumb into the outside of the cheese block; the force applied during this hand deformation is typically 18 N or o---- 40 kPa). 9 B-C, o-increases less than proportionally with ~. The slightly lower slope of the curve in this region compared to that in A-B is probably due to the formation of microcracks that do not spread throughout the sample but which allow some stress to be dissipated; 9 C-D, the slope of the o-/~ curve decreases markedly. The cheese begins to fracture at C, as cracks grow and spread throughout the entire sample at an increasing rate. Eventually, at D the rate of collapse of the stress-bearing para-casein matrix overtakes the build-up of o-within the matrix through further compression and a peak or, denoted as the fracture stress, is reached. The fracture stress, o-f, and strain, ~f, are measures of the stress and strain, respectively, required to cause complete fracture of the sample. Strength, or fracturability, is defined as the stress required to fracture the sample (at D), while toughness, or fracture work, is defined as the area under the curve up to the point of fracture. 9 D-E, o- decreases with further compression due to the collapse of the stress-bearing structure. The decrease in o-may be attributable to: (i) shattering of the samples into pieces that spread over the base plate, resulting in an increased surface area and (ii) the probable loss of contact between some
521
of the pieces of cheese and the base plate which results in dissipation of stress energy stored within the individual pieces. E-E cr increases as the cross-head begins to compress the fragmented pieces of cheese. The o- at the end of the compression (point F) is a measure of firmness, as judged in the first bite of mastication (Sherman, 1969; van Vliet, 1991a). The various quantities obtained from the o - ~ curve and their interpretation are given in Table 2. The application of a strain to a segment of cheese (e.g., cube or cylinder) and monitoring the resultant cr by a texture analyser, as above, is a typical method for measuring the large strain deformation behaviour of cheese. However, many variations of both the procedure of stress or strain application, and the levels, are possible. A so-called apparent elastic modulus can be calculated at a strain well below the fracture point, e.g., ~ --- 0.1, as the ratio between or and ~. A preferred term for this parameter is modulus of deformability, as the deformation in question may include some plastic flow (Ak and Gunasekaran, 1995; Johnston, 2000). However, such a parameter needs to be interpreted with caution as some apparent initial deformation may occur before complete contact is made between the compression plate and the sample surface, an occurrence that could lead to erroneous values. Fracture and work of fracture. Rheological behaviour over such a range of ~ in the form of shear or compression, can be explored in several ways, such as applying a gradually increasing ~, a fixed ~, a defined o followed by its removal, a gradually increasing ~ up to a point followed by its reversal. Stress-strain cycles, often referred to as bites (analogous to compression between the molar teeth during mastication), may be repeated at interval(s) or applied in a given sequence (e.g., pre-test compression). Depending on the level of applied strain, cheese exhibits a combination of rheological behaviours, such as non-linear elastic (e.g., region B-C, Fig. 15), sometimes referred to as viscoelastic, or inelastic (e.g., region D-E, Fig. 15), sometimes referred to as plastic behaviour.
Rheological Measurements in Cheese: Sensoric Methods The methods used to assess the rheological characteristics of cheese may be broadly classified as sensoric or instrumental, where instrumental methods can be categorised further as empirical or fundamental. The aim of sensoric methods, which are performed routinely by cheese graders, is to acquire an impression
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Rheology a n d T e x t u r e of Cheese
523
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Figure 15 Large strain deformation test: typical stress-strain curve of a 6-month-old mature Cheddar cheese sample compressed to 25% of its original height; several regions of the curve are identifiable, based on slope variation (see text for details).
of how the texture of the cheese is perceived during consumption. Cheese texture may be defined as a composite sensory attribute resulting from a combination of physical properties that are perceived by the senses of touch (including kinaesthesis and mouthfeel), sight and hearing. The test conditions are arbitrary, frequently involving deformation which results in visual fracture, e.g., as when rubbing cheese between the fingers until it becomes pliable, three (finger) point bending of a cylindrical cheese plug or slice, and mentally gauging the force required to bend or break it. Alternatively, the cheese may be assessed by the application of forces or deformations which cause no visible fracture, e.g., pressing the ball of the thumb into the surface of a whole cheese and mentally assessing the degree of indentation or the force exerted on the fingers. In all cases, a sensory impression is formed and the grader assigns a score, based on one or more criteria, such as test conditions and response. The sensory properties of cheese, including texture, are discussed comprehensively in 'Sensory Character of Cheese and its Evaluation', Volume 1.
Table 4
Rheological Measurements in Cheese: Empirical Instrumental Methods A wide range of instrumental techniques is used for characterising the rheology of cheese (Table 4). Instrumental methods may be arbitrarily classified as empirical or fundamental. In general, the nature of the stresses and strains in empirical methods is less well defined than in fundamental methods. Moreover, unlike fundamental methods, the measurements obtained with some empirical methods are on an arbitrary scale (e.g., the ball compressor). Empirical instrumental m e a s u r e m e n t s
Many textural studies have involved rheological measurements to imitate the sensory evaluation of cheese texture. The aim of empirical tests is to measure a parameter, which experience indicates, or suggests, is related to the textural characteristics of the cheese. Hence, while the test conditions are arbitrary and the stresses and strains involved may not be well defined,
Typical rheological testing techniques applied to cheese
Test Oscillatory shear (parallel plate) Uniaxial compression Cone penetration Puncture Bending test Wire cutting test Torsion test a 4), diameter of cylinder.
Type of instrument used
Typical sample shape and dimensions a (mm)
Reference
Rheometer
Cylinder: 30 4) • 3
Ma et al. (1996)
Texture analyser or UTM Texture analyser or Instron, 30 ~ cone Texture analyser or Instron, 2-5 mm diameter needle Texture analyser Texture analyser Torsion gelometer
Cube: 25 x 25 • 25 Cube: 12.7 • 12.7 • 12.7
(see Table 3) Breuil and Meullenet (2001)
Cube: 12.7 • 12.7 • 12.7
Hennequin and Hardy (1993); Breuil and Meullenet (2001) Rosenthal (1999) Green et al. (1986) Truong and Daubert (2000)
Finger: 25 • 25 • 50 Finger: 25 • 25 • 50 Capstan: 19 ~max X 27.8
524
Rheology andTexture of Cheese
a value is obtained which gives some indication of the textural characteristics of the cheese and differentiates one sample from another. However, they provide only single datum values that are an overall measure of the many different facets of rheological behaviour. In these tests, a sample is compressed or penetrated in one or more bites, thereby simulating the compressive and penetrative actions of the teeth on cheese during mastication. Likewise, the action of a cheese grader who presses the ball of the thumb into the cheese is imitated by the ball-compressor test. Some empirical instrumental tests are discussed briefly below. Imitative t e s t s
Imitative instruments include the bite tenderometer and the denture tenderometer which measure the forces involved in chewing using strain gauges, and typically involve compression to 60% of the original height. In the Volodkevich bite tenderometer, which was designed to simulate the motions of mastication, a pair of tooth-like jaws, or wedges, compress a sample of about 6 mm thickness, imitating the squeezing and biting action of teeth (Szczesniak, 1963b). Later instruments used plungers to penetrate a sample, or parallel plates to compress a sample, e.g., to ---20-30% of its original height (Szczesniak, 1963b). Early devices for evaluating the hardness of cheese involved compression by a ball, in an instrument known as the ball-compressor, where deformation resulting from applying a fixed force for a specified time was measured (Szczesniak, 1963b). The action simulated that of a thumb pressing against cheese when making a sensory evaluation of the product. The General Foods Texturometer was designed to simulate the biting of food by the jaws and teeth (Friedman et al., 1963; Bourne, 1978). A food sample (---12.6 mm high) was loaded onto a fixed plate and then subjected to a deforming force by a tooth-shaped plunger, which was mounted on a hinge and actuated to simulate the vertical action of a human jaw. The area of the samples is at least that of the plunger base, which is available in sizes from 16 to 50 mm ~b. The instrument compresses samples to a height of 3.2 mm, i.e., 75% compression. When the plunger deforms the sample, strain gauges detect the movement of the plunger and a force-time trace is recorded and is known as a texture profile. The sample is subjected to two successive deformations (referred to as bites). The Texturometer has been superceded by uniaxial compression instruments, such as the Instron UTM, for the purpose of texture profile analysis. One distinction between the Texturometer and other instruments is that the Texturometer simulates the action of the human jaw, whereby the plunger decelerates as it
reaches the end of the compression stroke, and then accelerates upward as it withdraws. The usual practice with other instruments is compression at constant speed. Cutting tests Cutting tests measure the resistance to the passage of a knife or a wire through a cheese (e.g., Cherry-Burell Curd tension meter). As wire-cutting tests tend to be more fundamental, they are discussed in more detail in 'Fundamental Measurements: Large Strain Deformation'. Penetration tests Penetration tests involve measurement of the force required to insert a probe (cone or cylinder) a given distance into cheese, or alternatively the depth of penetration of a probe under a constant load for a given time. As the probe penetrates the sample, the cheese in its path is fractured and forced apart. The progress of the probe is retarded to an extent depending on the hardness of the cheese in its path, the adhesion of the cheese to its surface (which depends on the depth of penetration into the cheese and the thickness of the needle, or angle of the cone, used). Hennequin and Hardy (1993) used a cylindrical probe (5 mm diameter at a speed of 10 mm/min to a depth of 10 mm) to penetrate soft cheeses (e.g., Camembert, Coulommier, Munster) and found that the force at 10 mm penetration gave a high correlation with sensory firmness (r = 0.94, n = 19). They concluded that the technique is suitable as a rapid method for texture measurement in soft cheese. Breuil and Meullenet (2001) found a significant correlation between measurements obtained using a cone penetrometer (30~ or a 2-mm needle, and textural characteristics of a wide range of commercial cheeses (e.g., Colby, Edam, Cheddar, Mozzarella and Cream cheese) as measured by a sensory panel.
Fundamental Measurements: Oscillatory Rheometry for Linear Viscoelastic Measurements in Cheese Elastic shear (G') and loss modulus (G")
As discussed in 'General rheological terminology', there is a range of strain, typically <0.05, over which cheese recovers fully, although not instantaneously, when stress is removed. This behaviour is referred to as viscoelastic. Even at these low strains, ideal elastic (Hookean) or viscous (Newtonian) behaviour, represents two extremes, and cheeses, like most organic materials, show some characteristics of both. Hence, the accurate characterisation of cheese rheology requires the measurement of both elastic and viscous responses. In the elastic region, where there is a linear
Rheology
relationship between dynamic stress and strain, the behaviour is described as linear viscoelastic. Linear viscoelastic measurements are typically made by applying torsion, using oscillatory rheometry (van Vliet, 1991b). This involves using a precision actuator to apply a low oscillating strain to a sample (which could be a liquid, a 'soft' solid, or a rigid solid), and the measurement of the resultant stresses within the sample, using a sensitive transducer. Alternatively, a small stress is applied to the sample and the resultant strain is measured. The former is referred to as controlled strain rheometry, whereas the latter is known as controlled stress rheometry. Several geometries are possible for applying torsion, but the most convenient for a solid material, like cheese, are parallel circular plates. Parallel plates have the advantage that the sample can be easily prepared to fit the plates; moreover, plates with serrated surfaces minimise the risk of slippage, associated with fat liquefaction (Subramanian and Gunasekaran, 1997a; Guinee et al., 1999). With parallel plate geometry, the cheese sample, which is disc-shaped, is gripped between the plates, one of which is fixed, while the other applies a low-amplitude torsional harmonic motion (Fig. 16). At any time t, the angle of rotation, 0, of the oscillating plate is defined by:
andTexture
of Cheese
525
where w is the thickness of the sample. This displacement results in a strain, 3/(0, at any radius r:
3/-
sin 02t - 3/0 sin 02t
where 3/0 is the amplitude of 3/(0. (In this notation, 3/(0 is used interchangeably with 3/.) In general, the resultant oscillating stress is out of phase with the applied shear by a phase angle 6. The stress wave can be reconstructed as the sum of two sine waves, one in-phase with, and the other out-of-phase (by 90 ~) with, the strain wave (Fig. 17). Thus, r = "r' + r ' ' = %' sin 02t + to" cos 02t where to' and to" indicate the stress components which are in-phase and out-of-phase with the strain % and are related by the phase angle 6 (Fig. 18): !!
tan 6 =
1
The stress wave has an amplitude to, defined by:
0 = a sin rot ro -
where a is the maximum angle of rotation and o2 is the angular velocity. The shear applied by the plate varies throughout the sample, from zero at the central axis to a maximum at the edge. At a point on the oscillating plate, at a radial distance, r, from the axis, the displacement due to rotation by an angle 0 is r0, and the shear strain 3/is:
3/=
Two dynamic moduli, elastic shear modulus (or storage modulus), G', and viscous modulus (or loss modulus), G", may be defined from the relationship between r and % where,
!
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.__
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G
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W
(a)
(c) u~t
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(b)
Radial distance from centre of sample
Figure 16 Schematic showing viscoelastic deformation of cheese during low-amplitude oscillation rheometry: (a) sample before test; (b) sample being subjected to a torsional shear displacement; (c) shear displacement as a function of radial distance from the central axis.
/ ~
~/' -
/z'~
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Elastic, or in-phase, component, r o' sin ~t
-/
Loss, orout-ofphase, component, -
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Figure 17 Stress and strain traces in dynamic oscillation, showing phase delay, 6, between stress and strain (a), and resolution of in-phase and out-of-phase components of stress (b).
526
Rheology andTexture of Cheese (a)
,
,
~
Complex viscosity
(b) Loss component,
~
pp To
Elastic component, r o' Strain, %
Oscillatory shear also implies an oscillatory shear rate @), since
cos cot
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Figure 18 Trigonometrical representation of phase relationship between dynamic strain and dynamic stress in oscillatory measurement in viscoelastic region, (a), with vector direction indicating phase, as in (b).
ll
G
r/'= z
-
To w cos o)t - % cos wt
where 5'0 is, by definition, the amplitude of 5'. This enables a complex viscosity to be calculated, with viscous and elastic components, by dividing the appropriate component of shear stress by the shear rate. The 'viscous' component of viscosity (in-phase with shear rate) is: , T o II
and G
d j' = --~ (To sin wt)
II
= --since
% = 3'0 o)
'Toll
The 'elastic' component of viscosity (out-of-phase with shear rate) is:
To
Therefore, T/"= To' _ G" tan 6 =
G ll
To
~o
G'
Consideration of a spring-dashpot mechanical model, e.g., a Kelvin element, indicates that the same relationship between stress and strain applies (Fig. 19). However, it is noteworthy that the magnitudes of G' and G" for the spring and dashpot components of the mechanical model in the viscoelastic region differ markedly from those which characterise large strain deformation. Ma et al. (1996) reported decreases (of---50%) in G' and G" for full-fat and reduced-fat cheeses on increasing stress by a factor of 10. The tendency of 6 to approach a constant value as the strain was reduced towards zero shows that cheese behaves in a viscoelastic manner rather than an elastic manner at very low strains.
/ _ _ ~.. _
Thus, complex viscosity equals the complex (shear) modulus divided by the angular frequency, w, with the in-phase and out-of-phase components interchanged (Fig. 20). According to the Cox-Merz rule, the complex viscosity determined by dynamic rheometry is virtually identical to the (steady) viscosity when compared at numerically equal values of shear rate and w. Dynamic rheometry is often used for this purpose since it is easier to perform than viscometry on viscoelastic materials. Cylindrical geometry may be used in the case of liquids or gels, or cone-and-plate or parallel plate geometry in the case of more solid samples. It is preferable to operate in a shear-rate control mode to avoid the occurrence of
Stress r :~ Oscillatory strain % sincct
iOashot,, •
Shear rate,
(b)
(a)
"~o ii !
r/-
Loss component,
To
%
.,,
i
Elastic component, r o'
,, /-/ =
TO .
'TO
Figure 19 Kelvin element and stress response (r) to oscillatory
Figure 20 Trigonometrical representation of phase relationship
strain (e). The spring represents the elastic, or in-phase, component, G ' . The dashpot represents the loss, or out-of-phase component, G ' .
between shear rate and dynamic stress in oscillatory measurement in viscoelastic region (a), with corresponding components of complex viscosity illustrated in (b).
Rheology andTexture of Cheese
unpredictably large shear. The strain is kept low if one wishes to measure without structural damage to the sample but may be increased if one wishes to determine a fracture stress or to simulate a practical situation. Ma et al. (1996) found that elastic and loss moduli, G' and G", respectively, increase only to a second order with increasing frequency, i.e., by a factor of about 3 for a 1000-fold increase in frequency. This implies a 300-fold decrease in the viscosity components, r/' and r/', respectively (i.e., multiplying by 3/1000 --- dividing by 300), showing that the complex modulus is much more stable with respect to frequency for cheese than is complex viscosity. Various studies on different cheese varieties have indicated that G' and G" decrease, while # increases, with increasing temperature in the range 4-40 ~ the range normally encountered during consumption and mastication (Taneya et al., 1979; Home et al., 1994; Guinee et al., 2000b; Guinee, 2002). These changes, mark a transition from a cheese which is largely elastic in character at low temperature (#--- 12-16~ to one which is more viscous in character at the higher temperature (8--- 40 ~ and may be attributed to fat liquefaction. Tunick et al. (1990) made shear measurements on Cheddar and Cheshire cheeses in the range 20-40 ~ and fitted the Arrhenius equation to the complex viscosity in the form:
Aviscexp (Ev sc) where Avisc is a pre-exponential factor, Evisc is the activation energy, R is the gas constant and T is absolute temperature. A logarithmic form of this equation gives a linear plot:
6.5
527
+ Cheshire at 20 weeks
I
6.0
o Cheshire at 60 weeks
-x< 5.5 /k Cheddar at 60 weeks
5.0
4.5 4.0 20
30
40
Temperature, ~
Figure 21 Variation of complex viscosity of Cheddar and Cheshire cheese with temperature in the range 20-40 ~ Cheddar at 60 weeks, A; Cheshire at 20 and 60 weeks, O, +, respectively. Data taken from Tunick et aL (1990).
Fundamental Deformation
Measurements:
Large Strain
Large strain deformation measurements on cheese are usually undertaken using uniaxial compression, shear (or torsion), wire-cutting or bending. The methodology and instrumentation used for these measurements, and factors affecting the measurements, are discussed below. Uniaxial compression
The most common types of rheological measurement in cheese involve linear (uniaxial) displacement, e.g., using Instron UTM (Lee et al., 1978; Weaver et al., 1978; Imoto et al., 1979; Creamer and Olson, 1982; Visser, 1991; van Vliet, 1991b; Guinee etal., 1996; Pons and Fiszman, 1996; Fenelon and Guinee, 2000), the Stevens Response Compression Analyser (Stevens Group Ltd, Blackburn, UK) (Brennan, 1984), the TA.XT2 texture analyser or its derivatives from Stable Micro Systems (Truong et al., 2002; Xiong et al., 2002) (Table 3; Fig. 22).
(a) ~,~"
~
(b) ........................
where A = Evisc/(2.3 R) and B = log10 Avisc. Cheddar cheese had a higher activation energy (137 000 J/mol) than Cheshire (84 800J/mol) at 60 weeks of age, implying a greater sensitivity to temperature for the rheological properties of Cheddar cheese. However, the viscosity-temperature curves for the two cheeses crossed around 25 ~ i.e., Cheddar had a higher viscosity than Cheshire below 25 ~ and vice versa above 25 ~ (Fig. 21). The sensitivity of viscosity to temperature was found to decrease with age for Cheshire cheese (Fig. 21).
, ,
(c)
Figure 22 TA. HDI texture analyser (Stable Micro Systems) (a), and sample of Cheddar cheese before (b) and after (c) uniaxial compression to 20% of original height.
528
Rheology andTexture of Cheese
Measurements are generally made in compression mode rather than in tensile mode because (a) compression behaviour is relevant to sensory perception arising from chewing and mastication, (b) it is difficult to grip cheese samples to carry out a tensile test and (c) hard cheese has inhomogeneities which occur in random positions and directions with respect to sample dimensions, making it difficult to obtain reproducible results for tensile fracture. A compression measurement involves compression of a rectangular or cylindrical sample between parallel plates. Compression testing is more suited to large strain deformation than to linear viscoelastic deformation (low strain). This is because initial contact between the parallel plates and the sample usually involves some realignment of the sample surface due to imperfections in the surface smoothness, as a result of intrinsic macrostructural characteristics of the cheese (e.g., veins, cracks, openness). Moreover, the difficulty in fine precision cutting can give rise to lack of accuracy in low strain measurements (up to 0.5 mm of deformation). Ideally, the cheese sample may be conditioned by applying one or more low compression deformations (e.g., ~--- 0.05) prior to testing. A typical force-displacement curve, obtained by compression of a sample of Cheddar cheese at constant velocity to a strain of 0.8 (i.e., final height of the sample is 20% of original height), is shown in Fig. 23. Compared to other rheological methods for evaluating cheese, large-strain deformation compression offers several advantages: the strains applied are in the range of those applied to cheese during size-reduction operations as applied commercially; it is a dynamic method for which the calculated parameters (e.g., of, ef) depend on a range of stress-strain data accumu-
lated during the test; sample preparation does not require specialised cutting equipment; all cheeses, apart from soft cheeses with a very high sf, e.g., mature Camembert with an almost-runny consistency, can be prepared easily and tested; and the test method is simple and rapid. However, for reproducible results, sample shape and dimensions need to be precise, which can be difficult where cylindrical samples are acquired by pushing a cylindrical borer into a portion. As is common to all large strain deformation methods, a serious limitation is the difficulty in obtaining results for cheeses with eyes. Relationship between shear and normal stresses in uniaxial compression
A proper interpretation of uniaxial compression tests requires that the complexity of internal forces in a sample be understood. A sample undergoing uniaxial compression is distorted in various directions at any one time, e.g., vertically, horizontally and diagonally (Fig. 24). Even though the applied force is uniaxial, a combination of compressive and shear forces is created in different planes within the sample (Fig. 25). A fracture is more likely to be caused by shear rather than compression forces, since cheese is relatively incompressible. Thus, large strain uniaxial compression indirectly measures shear behaviour. Mohr's circle, a construction widely used in the analysis of the strength of materials, enables the shear and compression stresses (up to the fracture point) on an inclined plane, at any angle, O, to the horizontal to be calculated (Fig. 26). Analysis shows that the maximum normal s t r e s s (O'max = FIA) is twice the maximum shear stress (i.e., rmax = FI(2A)).
250
(a)
(b)
200 s Z
150
s SSS
I
ll C)
c) LL
$"t t
100 ii S 0
50 ('~
,,
0
Figure 23
,,
9
J
5
,
,
I
I
10 15 Displacement, mm
I
20
Force-displacement curve obtained from uniaxial compression of 6-month-old Cheddar cheese at 4 ~ on a TA.HDi texture analyser, showing the fracture point. The shaded area represents the fracture work or toughness.
Figure 24
Illustration of strains in relation to the principal axes of strain (vertical, y and horizontal, x) in a sample undergoing uniaxial compression. Compression along the y-axis results in a simultaneous extension along the x-axis. This coincides with a reduction in the angle of inclination, from ~1 to 82 of a diagonal line implying shearing along an inclined plane.
Rheology andTexture of Cheese
(a) Compression forces
(b) Shear forces
Frictional fo~
Figure 25 Compression (a) and shear forces (b) within a sample during a uniaxial compression test.
Effect of pre-test strain history Fracture stress decreases significantly if the sample has been cycled through successive compressions. This was shown for Cheddar, Cheshire and Leicester cheeses at 20 ~ by Dickinson and Goulding (1980). The effect was noticeable even when the previous strains were relatively low, e.g., o'f in Cheddar and Cheshire cheeses fell by --- 30% after 50 cycles of e - 0.1; the reduction in o-f in Leicester cheese was about 12% under the same conditions. However, pre-test strain history (50 cycles at - 0.2) produced no significant effect on ~f. This indicates that a history of recoverable deformation causes some internal structural weaknesses, which reduce the subsequent strength of the cheese, but the flow conditions under which fracture occurs are not affected. Effect of sample-machine interface conditions and sample dimensions The expression of compression characteristics in the form of stress-strain curves rather than force-displacement
Shear stress
.4
~~ - F/A
1~ Figure 26 Mohr's circle, for computing normal and shear stresses on any plane in a sample under uniaxial compression. Each point on the circle represents the normal (o-, x-axis) and shear (~-, y-axis) stresses which occur on a plane inclined at an angle 0. It can be inferred from the diagram that maximum .r occurs at 0 = 45 ~ and equals half of the uniaxially applied o-, i.e., at 0 = 0 ~ where F is the applied force and A is the cross-sectional area of the sample.
F/A,
529
curves is meant to remove the effect of sample dimensions. At low ~ values, the effect of sample dimensions may be eliminated in this way. However, for large e (>0.1), especially >el, the distribution of stress and strain within the sample depends on sample dimensions, as the sample may be deformed into an irregular shape, due to fracturing, barreling and squeezing. Squeezing flow is an intrinsic aspect of large strain uniaxial compression of cheese, i.e., as sample height is reduced, the cheese spreads in a lateral direction (Fig. 24). This implies that shearing takes place within the sample and that frictional shear forces occur at the points of contact between the sample and the compression plates. Friction can be reduced by lubrication of the contact surfaces with mineral oil or grease; in contrast, surface friction can be increased by the use of emery paper, or the surfaces can be bonded using glue, both of which eliminate slippage as a result of cheese 'sweating'. Because lubrication allows lateral movement at the contact surfaces during compression, the sample shows a slight tendency towards an hour-glass shape, as opposed to the relatively large barreling effect. Lubrication can reduce the stresses in squeezing flow by as much as 50% and increase the observed ef from - 0 . 4 5 to 0.55, in the case of Gouda cheese at 20 ~ with an aspect ratio (i.e., height/width) of unity and a cross-head speed of 500 mm/min (Culioli and Sherman, 1976). However, the frictional effect increases with cross-head speed. At a low cross-head speed (5 mm/min), lubrication decreased of b y - 2 0 % in Cheddar cheese where the aspect ratio was 0.35, with the effect becoming more pronounced (of the order of 20-30%) at e > ef (Casiraghi et al., 1985). In contrast, the bonding of the cheese surfaces to the compression plates (e.g., using cyanoacrylate ester adhesive) had relatively little effect on of, ef and O'max. A similar trend was found for Mozzarella and processed cheese spread (Casiraghi et al., 1985). At low compression plate speeds ( < 2 0 mm/min), friction had only a negligible effect in Gruyere and processed Mozzarella cheese with aspect ratios near unity (Charalambides et al., 2001). However, at aspect ratios <0.5, o- at a given e was slightly higher when the samples were not lubricated. Similar findings were reported by Ak and Gunasekaran (1992), using mineral oil as a lubricant on Cheddar cheese with aspect ratios of 0.65 and 1.0. Hence, accurate o'-e curves can be obtained from unlubricated testing provided the aspect ratio is sufficiently high, e.g., -> 1. Effect of deformation rate Due to viscous effects, o- at a given e (e.g., 0.1) and o-f depend on rate of deformation and increase by - 4 0 - 5 0 % per 10-fold increase in compression plate speed in cheeses at 4-20 ~ (Luyten et al., 1991a; Ak
530
Rheology andTexture of Cheese
and Gunasekaran, 1992; Pons and Fiszman, 1996; Xiong et al., 2002). ef is not significantly affected by deformation rate. Influence of shape Cylindrical and rectangular-shaped samples have been used in uniaxial compression (Table 3). For both shapes, only slight differences have been reported in the cr-e characteristics up to the fracture point (---40% compression). However, at e > el, compression of cubic samples resulted in significantly greater forces (and or) than cylindrical samples (Culioli and Sherman, 1976). For a given shape (e.g., cylindrical) and aspect ratio (e.g., unity), doubling the absolute dimensions had little effect on o-at a given deformation (Culioli and Sherman, 1976). Large strain shear measurements
A rheometer or a viscometer may be used also, in addition to a texture analyser, to apply large strain shear to cheese. In the rheometer, the parallel plate geometry already described (see 'Fundamental Measurements: Oscillatory Rheometry for Linear Viscoelastic Measurements in Cheese') for linear viscoelastic deformation, becomes applicable for large shear strain (i.e., torsion testing, where a shear is applied in rotational mode). A large shear strain may be applied also with a rheometer using samples of cheese with capstan geometry (Truong and Daubert, 2000, 2001; Truong et al., 2002). The effect of cutting the cheese into a capstan shape is that the greatest shear stress occurs at the cross-section of minimum radius (Fig. 27). Bowland and Foegeding (1999) used this technique to determine the fracture properties of model processed cheese. Torsion shear tests, as above, have been applied recently to cheese and offer few if any distinct advantages above large strain deformation in
(a)
~--..3
(b)
compression/extension mode. However, for highly deformable cheeses, e.g., flesh low-moisture part-skim Mozzarella and young reduced-fat cheeses, e.g., Cheddar, which generally do not undergo elastic fracture (i.e., where the sample breaks into distinct pieces), but rather plastic fracture, on compressing to strains of 0.7-0.8 (Fenelon and Guinee, 2000; Guinee et al., 2002), torsion shear may be useful in determining fracture stress and fracture strain. The latter parameters may be important in some cheeses, e.g., in the formation of cheese strings containing two different-coloured cheeses in a twisted helical (rope-like) configuration. However, preparation of capstan-shaped samples requires specialised milling equipment and is time-consuming. Vane rheometry has been used for large strain shear deformation tests in processed and natural cheeses, including Cheddar and Mozzarella. In this method a probe, typically with four blades or vanes, is inserted into a sample and rotated slowly at a constant rate (e.g., 10 cycles per minute), while the torque is measured (Fig. 28). The technique produces a shear stress versus strain characteristic with a distinct peak at the point of failure, i.e., fracture. Fracture stress is shear rate-dependent in both cases, being smaller by a factor of 2-3 with the vane technique than with the torsion technique. Using vane rheometry and torsion, it was possible to separate different cheese types on fracture stress/fracture strain 'texture maps', which were similar in both cases (Truong and Daubert, 2001). The vane method, which is rapid and does not require sample preparation, as in cutting, has been found to give trends comparable to those obtained using capstan geometry for processed cheese, Cheddar and Mozzarella (Truong and Daubert, 2001). However, disadvantages of vane rheometry may include the difficulty of inserting the vane without cracking the cheese mass (e.g., hard cheeses such as Romano or Parmesan, with a low fracture strain and soft cheeses with a low fracture strain, such as Feta), and variability of results for cheeses, such as Blue or Gouda, with macrostructural heterogeneities, such as cracks, veins, small openings and openness. Bending tests
Ic
2R
4
~ L 2r 4 2R
J q
Illustration of sample shapes used in torsion tests, using parallel plate geometry (a), and capstan geometry (b). The capstan shape is obtained by milling a cylindrical sample using
Figure 27
a purpose-built milling machine.
Hard cheeses can be subjected to bending tests which may involve three- or four-point loading (Whorlow, 1992; Rosenthal, 1999); a schematic for three-point bending of a 'finger-shaped' cheese sample is shown in Fig. 29. Such tests produce compression and tension on alternate sides of a neutral axis, with the maximum tensile strain occurring on the bottom surface of the sample and the maximum compressive strain on the top surface (Fig. 29). A force-displacement curve obtained from three-point bending of a cheese sample, e.g., Cheddar cheese (Fig. 30), enables the
Rheology andTexture of Cheese
(a)
531
(b)
~
,
,,,~.
,
. ..J":!
Figure 28 Vane rheometer probe before (a) and during (b) shear test on process cheese. Photos courtesy of Truong and Daubert (2000) Gel Consultants Inc. (See Colour plate 11 .)
estimation of fracture stress (o-f). With the assumption that the sample deforms into an arc shape on bending, the tensile strain (~) at any point on the bottom surface may be estimated for any displacement (y) as:
4~
E z
L 2 + 4312
(b)
~
~
.............Ei .......~ ~ '
\tension
Figure 29
Schematic of a bending test with three-point loading: (a) Geometry with cheese sample in place prior to testing, resting on the two support beams, C and D; (b) cheese sample being deformed by mobile beam E during testing.
where y is the displacement at any point of contact along the axis where the sample makes contact with the moving beam, H is the sample height and L is the span between the supporting beams (Fig. 29). Assuming that o-is proportional to e, the tensile or compressive stress (OM) at any point on either surface of the sample can be approximated, subject to assumptions about linearity, as:
O-M.d.
3FL 2WH 2
50
i 40 z d 30 o 0 LL 20
X\
10 0
i
0
Figure 30
1
5 10 Displacement, y, mm
15
Force-displacement curve for three-point bending of a 180-day-old Cheddar cheese sample (25 • 25 • 50 mm), ripened at 4 ~ The sample was deformed at a rate of 20 mm/min (by the mobile beam) on a TA.HDi texture analyser, using a three-point bend rig (model HDP/3PB) with 40 mm span between the supporting beams. A distinct fracture point (f) at point E1 (Fig. 29) on the bottom surface of the sample coincides with the maximum extension.
where F is the force (obtained from the force-displacement curve) and W is the width of the sample (Fig. 29). Even though the o--e behaviour departs from linearity before the point of fracture, the formula can be used to approximate the fracture stress (or). Since fracture is more likely to occur in tension than in compression, fracture behaviour in tensile mode can be compared more easily using bending tests than by using tensile tests, which are difficult to carry out because of the difficulty of grabbing a sample without deforming it. The fracture strain (el) obtained during threepoint bending may give a better estimation of the cutting behaviour of cheese than ef obtained from compression testing (see 'Uniaxial Compression'), as cutting involves a combination of tensile and shear strains. In compression testing, fracture is due to shear displacement.
532 RheologyandTexture of Cheese Wire-cutting Fracture energy during cutting is quantified by measuring the force required to push wires of different diameters at constant velocity through a cheese mass (Green etal., 1986; Marshall, 1990). Luyten etal. (1991b) investigated the fracture properties of Gouda cheese using wire-cutting. A typical force-time curve shows an initial rise in force, which reaches a maximum as the wire penetrates the sample surface. Once the surface has been broken, the force rapidly drops to a constant level, Fc, as the wire 'ploughs' through the sample. Fc increases somewhat with cutting speed (--- doubling for a 20-fold increase in speed) and with wire diameter (by 3-4 fold for 300 Ixm compared with 25 txm diameter). Since fracture develops around a crack, a specific fracture energy (Jim2), Rf, can be defined as the energy needed per unit area (of crack) to cause a fracture to spread. While it is not possible to determine specific fracture energy precisely, because of the inherent heterogeneity in cheese structure (see 'Cheese structure'), its order of magnitude can be determined by measuring cutting force using wires with a series of diameters and extrapolating to a diameter of zero. The specific fracture energy is calculated as:
Rf =
Fc0
d
where Fc0 is the cutting force, extrapolated to cutting with a wire of zero diameter, and d is the sample width, i.e., the length of wire in contact with the cheese (Luyten et al., 1991b). The fracture energy obtained with the wire-cutting method may give a more accurate prediction of the behaviour of cheese during cutting (e.g., portioning, slicing) than that obtained using large-strain shear or compression deformation tests.
Measurement of Time-Dependent Rheological Characteristics As has been stated (see 'Terminology of Rheology and Texture' and 'Fundamental Measurements: Large Strain Deformation'), the rheological behaviour of viscoelastic materials, like cheese, is generally influenced not only by instantaneous stress or strain, as in the case of 'ideal' materials, but also by rheological history of the material, i.e., the stresses and strains which have already been experienced. This is verified by natural occurrences, such as a gradual deformation of a pane of glass under its own weight in a window of an old building. Indeed the compression of rock or ice under gravitational force results in flow, albeit very slow, analogous to a creep experi-
ment. Similarly, hard cheeses can eventually bulge, especially if stacked. Such time-dependent behaviour may be measured in creep and stress-relaxation tests, and may be carried out by means of compression, tension or torsion in the viscoelastic region (e.g., e >0.1; cf. Fig. 9).
Effect of Sample Temperature on Large Strain Deformation Characteristics in Cheese Early research showed that increasing the temperature of Gouda cheese in the range 10-20 ~ reduced the value of el, o-f and O'max, as measured by compression to 80% using the Instron UTM (Culioli and Sherman, 1976). While o'f in Cheshire and Leicester cheeses decreased exponentially as the temperature was increased from 0 to 40 ~ the effect on fracture strain depended on the type of cheese; fracture strain for Cheshire cheese increased by ---2 over the range of temperature, while fracture strain for Leicester cheese was not affected by temperature (Dickinson and Goulding, 1980). Molander et al. (1990) reported a similar trend for o-f and O'max in 4-week-old Brie between 5 and 20 ~ however, in contrast to the results of Culioli and Sherman (1976), ef increased slightly on raising the temperature. The discrepancy between the latter studies in relation to strain may be attributable to differences in the degree of fat coalescence, proteolysis and therefore fat separation and slippage. On heating cheese to a temperature (30-60 ~ greater than those (e.g., 4-25 ~ normally associated with retailing, domestic refrigeration and consumption, compression results in squeezing flow behaviour (Ak and Gunasekaran, 1995), i.e., stress increases with strain as the cheese is squeezed between the plates and no fracture point is observed. The deformability modulus (initial slope of the stress-strain curve) showed an Arrhenius type of characteristic, decreasing exponentially with temperature from 18 kPa at 30 ~ to 3 kPa at 60 ~ Such a trend is expected, as milkfat is essentially fully liquid at 30 ~ (Norris et al., 1973). Indeed, heating cheese to 60 ~ in the absence of an applied stress generally results in flow of the part-molten cheese mass to an extent dependent on cheese type and heating time.
Techniques for Measurement of Viscosity In some situations, cheese products may occur in 'liquid' form, either in the course of processing or in their usage. Typical examples are processed cheese, cheese dips and cheese sauces. The viscosity of these products may be measured by a number of instruments, e.g., the
Rheology andTexture of Cheese
Bostwick consistometer, which has been used to give an empirical measurement of viscosity of a soft processed cheese spread (Rosenthal, 1999). In the latter instrument, a sample of the material being tested is placed in a cell and released by opening a simple guillotine slide gate, allowing the product to flow horizontally across a scale marked in centimeters. The length of flow in a given time period (usually 30 s), known as the Bostwick number, is taken as a measure of viscosity. Alternatively, viscosity can be measured under defined shear or low amplitude stress or strain in a rheometer, using different geometries such as concentric cylinders, a cone and plate, or parallel plates. Online measurements of viscosity of cheese products may be important, e.g., as an early measure of indicating the susceptibility of a formulation to 'creaming' (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). A range of commercial on-line viscometers are available for measuring viscosity in a continuous flow situation.
Terminology Applied to Cheese Texture Cheese texture may be defined as a composite sensory attribute resulting from a combination of physical properties that are perceived by the senses of touch (including kinaesthesis and mouth-feel), sight and hearing (Brennan, 1988). Thus, cheese texture is directly measurable only by sensory analysis. Sensory analysis requires definition and classification of textural attributes or descriptors. Descriptors applied to cheese texture have been grouped into mechanical, geometrical and other characteristics (Fig. 31). The mechanical characteristics are sensed as forces on the teeth, tongue and the mouth
generally during eating, and by hearing in the case of fracture, whereas geometrical characteristics are mostly sensed visually but may also be partly sensed by touch. The other characteristics are 'mouth-feel' qualities, described subjectively by terms such as hard, soft, firm, springy, crumbly, adhesive, moist or dry. These terms are thought to have significance in relation to consumer appeal and satisfaction (Szczesniak, 1963a). The mechanical characteristics, in turn, have been divided into five primary parameters and three secondary parameters (Table 5, Fig. 31). The secondary parameters are considered to be composed of various intensities of hardness and cohesiveness. The geometrical parameters are divided into two classes, i.e., those related to particle size and hardness, and those related to particle shape and orientation. Experience shows that panelists found hardness relatively easy to sense but that adhesiveness was much more difficult to judge (Halmos, 2000). Sensory texture terms, as distinct from rheological terms, have linguistic boundaries, i.e., they are susceptible to different interpretation in different languages (Lawless et al., 1997; Bourne, 2002). Some texturerelated characteristics can be measured by machines and these are not bound by language. These characteristics include hardness, cohesiveness, adhesiveness, elasticity, viscosity, brittleness, chewiness and gumminess, definitions for which are given in Table 5. The measurements give objective quantifiable data, provided the measurement conditions are well defined. Relationships between cheese texture and rheology
The Texture Profile Analysis (TPA) method, involving instrumental measurement using double bite compression, was developed to imitate the compressing action 9 visual appearance 9 sampling and slicingcharacteristics 9 spreading, creaming characteristics, pourability
Initial perception { (before placing in mouth)
9 analyticalcharacteristics
9 particle size, shape and size distribution 9 oil content; size, shape and size distribution of oil
Primary characteristics Initial perception on palate
particles 9 elasticity, cohesion 9 viscosity 9 adhesion (to palate)
l Secondary characteristics I
Mastication (high shearing
9 9 9 9 9
I Ze.iar characteristics
stress) Residual
masticatory impression
Figure 31
f
533
9
hard, soft brittle, plastic, crisp, rubbery, spongy smooth, coarse, powdery, lumpy, pasty creamy, watery, soggy sticky, tacky
9 greasy, gummy, stringy 9 melt down properties on palate
Classificationof food texture into primary, secondary or tertiary characteristics, based on Sherman (1969).
534
Rheology andTexture of Cheese
Table 5
Classification of the mechanical characteristics of cheese into primary and secondary parameters a
Primary parameters
Secondary parameters
Hardness - the force necessary to attain a given deformation Cohesiveness - strength of internal bonds making up the body of the product Elasticity- the rate at which a deformed material returns to its original form after the deforming force is removed Viscosity- rate of flow per unit force Adhesiveness - the work necessary to overcome the attractive forces between the surface of a food and surface of other materials with which it comes in contact, e.g., the teeth, palate and tongue
Brittleness - the force at which the material fractures Chewiness - the energy required to masticate a solid food, e.g., some cheeses such as Mozzarella, to a state ready for swallowing Guminess - the energy required to disintegrate a semi-solid food, e.g., some cheeses such as ripe Camembert, to a state ready for swallowing
a Modified from Szczesniak (1963a), Bourne (1978).
of molar teeth while masticating food in the mouth (Szczesniak, 1963a; Peleg, 1976; Bourne, 1978). Classification of the mechanical attributes of cheese texture, as described above, was designed with the aim of integrating sensory data for foods evaluated by trained panels, with texture-profile data obtained on the same foods using compression testing. For this purpose, objective rheological parameters, some of which correspond in name to the sensory-determined parameters, were defined (Table 5) and are known as TPA parameters (see 'Texture profile analysis'). While this classification system has been modified, the textural descriptors and their interpretation as devised by this classification scheme (Table 5) are still widely used in textural evaluation of food (Brennan, 1988; Drake et aI., 1999). Sherman (1969) proposed an alternative classification of food texture (Fig. 31). The characteristics contributing to the texture of cheese, and other foods, during eating have been classified as primary, secondary (e.g., adhesiveness) or tertiary (e.g., firmness) (Fig. 31). The primary characteristics, from which all others are derived, include the food's composition, its micro- and macro-structure, and its molecular properties. The secondary and tertiary categories of textural properties include many characteristics which are directly related to the rheological properties as it is subjected to various stresses and strains during eating, e.g., hardness, brittleness and adhesiveness (Sherman, 1969). According to this classification, the secondary characteristics are associated with initial perception in the mouth, i.e., upon contact with tongue, palate and teeth prior to mastication. Sherman (1969) claimed that the main characteristics sensed at this stage are elasticity (E), viscosity (r/) and adhesion to the palate, where elasticity is understood as the tendency to recover its shape after removal of the stress. Two of those characteristics, namely elasticity and viscosity, can together be represented by the Burgers mechanical model (see 'Cheese texture').
Texture profile analysis (TPA)
A system of rheological parameters (e.g., firmness, elasticity) related to texture and known as TPA was developed (Fig. 32; Table 6; Friedman et al., 1963). The rheological measurements were originally carried out using the General Foods Texturometer (see 'Imitative tests'), using double-bite compression (Bourne, 1978). Texture profile analysis parameters were later calculated from measurements using uniaxial doublebite compression at constant speed, using texture analysers including the Instron UTM (Breene, 1975; Bourne, 1978; Lee etal., 1978) and the texture analyser (TA series from Stable Micro Systems) (Halmos, 1997; Meullenet and Gross, 1999). Use of TPA to evaluate cheese texture
Szczesniak (1963b) found a curvilinear relationship between TPA hardness and an organoleptic rating of hardness. Casiraghi et al. (1989), working with five different Italian cheese varieties, including Grana Padano and Italico, showed that sensory hardness was highly correlated with instrumental hardness.
1st compression stroke
1
2nd compression stroke
b
0
Time
Figure 32
Typical stress trend during a double-bite compression test, from which TPA parameters are calculated (see Table 5).
Rheology andTexture of Cheese
Table 6
535
Texture profile analysis (TPA) parameters and physical definitions a
Terminologyb
Physical definition (TPA term)
Units
Fracturability Firmness Springiness (or elasticity) Cohesiveness Gumminess Chewiness Adhesiveness
Stress (or sometimes, force) to fracture point, H1 (Fig. 32) Stress (or sometimes, force) at a given deformation Percentage of deformation which is recovered between the first and second bites
Pa, kPa Pa or kPa
Area of second bite over area of the first bite (A2/A1) in Fig. 32 Hardness • Cohesiveness Hardness • Cohesiveness x Springiness Work necessary to pull the plunger (or compression plate) away from the sample (Area 3 in Fig. 32)
m
Pa, kPa Pa, kPa J/m3
a Sources: Bourne (1978), van Vliet (1991a), Szczesniak (1963a), Yang and Taranto (1982). b Fracturability was originally known as brittleness (Bourne, 1978), and firmness as hardness (Szczesniak, 1963a).
Green et al. (1985) found significant correlations between five sensory attributes (firmness, springiness, crumbliness, graininess and stickiness) and instrumental parameters (of and ef ). Hennequin and Hardy (1993) reported that TPA-hardness, i.e., force at 70% compression, also had a high correlation with sensory hardness (r = 0.78, n = 19, P < 0.001) for four soft cheeses. Halmos (2000) compared sensory and instrumental measurements of hardness, cohesiveness and adhesiveness of six cheeses with a wide range of texture (including Havarti, Swiss and Romano). The sensory measurements increased with the corresponding instrumental readings, apart from one parameter for Romano cheese, for which the cohesiveness as measured instrumentally was ranked higher than the corresponding sensory measurement. The significant correlations, which were characteristic of the overall study, confirm the value of objective measurements in support of sensory measurements. However, the deviation in the trend for the Romano cheese highlights the complexity of textural (i.e., tactile sensory) characteristics as compared with instrumental measurements. Antoniou et al. (2000) performed sensory and TPA analyses on 15 French cheeses (Munster, Emmental, Roquefort, Beaufort, Camembert, Reblochon, Pont l'Eveque, Brie de Meaus, Tomme de Savoie, Valencay, St Nectaire, Pyrenees Brebis, Blue d'Auvergne, Comte Vieux and Fourme de Salers). The cheeses fell into three compositional groups on the basis of moisture (means 34, 45 and 51%, w/w). This grouping carried through to the results of mechanical and sensory analysis. The mechanical (TPA) terms which were most significant in differentiating the groups were: force at 10% deformation, relaxation force (after holding sample for - 1 2 s at 10% compression), force at 80% deformation (hardness), fracture force and adhesiveness. The most significant sensory terms were: hardness, fracturability and chewiness. Some of the mechanical parameters were highly correlated with
each other (e.g., force at 10% deformation, fracture force and hardness). Likewise, some of the sensory parameters were inter-correlated, e.g., hardness with adhesiveness. In agreement with previous studies (Green et al., 1985; Casiraghi et al., 1989; Hennequin and Hardy, 1993; Halmos, 2000), sensory parameters were highly correlated with mechanical parameters, e.g., mechanical hardness with sensory hardness. It is noteworthy that the 10% compression measurements (a level of deformation that is mostly recoverable) predicted cheese texture (i.e., as judged in sensory terms) better than the 80% compression tests. Despite the significant correlations between some sensory textural parameters and rheological measurements, instrumental analysis of texture, e.g., using texture analysers, is not considered a complete substitute for sensory evaluation (see Halmos, 2000), because of several factors: complexity of mastication, differences between individuals in the perception of texture, effect of time of day upon perception of texture, and others. While instrumental methods alone cannot be relied upon to determine consumer acceptance, their value resides in their ability consistently to enable small changes in physical characteristics, which contribute to texture, to be quantified. Use of instrumental shear deformation to evaluate cheese texture
Three techniques for large strain shear deformation testing have been described (see 'Large strain shear measurements'). Truong et al. (2002) compared instrumental textural measurements on Cheddar cheese, as obtained using vane rheometry (shear), uniaxial compression (single bite) or TPA (double bite), with the corresponding sensory texture measurements. Instrumental texture maps of ten commercial Cheddar cheeses, generated by the vane method and by compression testing, clearly separated the cheeses and showed similar distribution patterns. Highly significant
536
Rheology andTexture of Cheese
correlations were found between vane parameters and TPA parameters (i.e., by uniaxial compression), and between TPA parameters and sensory texture parameters (by mouth). Correlations between vane parameters and sensory parameters were significant, but not as highly significant as between sensory and TPA parameters. The higher correlation between sensory texture and TPA texture could be due to the fact that TPA parameters were developed in conjunction with compression (i.e., General Foods Texturometer), while no corresponding texture-related parameters have been developed for torsional techniques, such as the vane method.
Conclusions The rheological properties of cheese have a large influence on its texture and behaviour during size reduction, and hence, its suitability as an ingredient (see 'Cheese as an Ingredient', Volume 2). Many factors influence the rheological properties, including m a n u facturing procedure, variety, composition and biochemical changes during ripening. The latter parameters have a major influence on the degree of hydration, or aggregation, of the para-casein matrix, which is the major structural element controlling deformation on the application of a stress. Many m e t h o d s are available for measuring the theological properties of cheese; some measure within the linear viscoelastic range to yield precise rheological quantities. In contrast, rheological m e a s u r e m e n t s made u n d e r large strain or stress yield quantities which are more empirical in nature, but which are typically related to the stresses and strains experienced during c o n s u m p t i o n and size reduction.
References Ak, M.M. and Gunasekaran, S. (1992). Stress-strain curve analysis of Cheddar cheese under uniaxial compression. J. Food Sci. 57, 1078-1081. Ak, M.M. and Gunasekaran, S. (1995). Evaluating theological properties of Mozzarella cheese by the squeezing flow method. J. Text. Stud. 26, 695-711. Antoniou, K.D., Petridis, D., Raphaelides, S., Ben Omar, Z. and Kesteloot, R. (2000). Texture assessment of French cheeses. J. Food Sci. 65, 168-172. Bagley, E.B. and Christianson, D.D. (1987). Measurement and interpretation of rheological properties of food. Food Technol. 41, 96-99. Beal, P. and Mittal, G.S. (2000). Vibration and compression responses of Cheddar cheese at different fat content and age. Milchwissenschaft 55,139-142. Bourne, M.C. (1978). Texture profile analysis. Food Technol. 32, 62-66, 72.
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Guinee, T.P., O'Callaghan, DJ., Mulholland E.O. and Harrington, D. (1996). Milk protein standardization by uhrafiltration for Cheddar cheese manufacture. J. Dairy Res. 63,281-293. Guinee, T.P., Fenelon, M.A., Mulholland, E.O., Kennedy, B.T., O'Brien, N. and Reville, W.J. (1998). The influence of milk pasteurization temperature and pH at curd milling on the composition, texture and maturation of reduced fat Cheddar cheese. Int. J. Dairy Technol. 51, 1-90. Guinee, T.P., Auty, M.A.E. and Mullins, C. (1999). Observations on the microstructure and heat-induced changes in the viscoelasticity of commercial cheeses. Aust. J. Dairy Technol. 54, 84-89. Guinee, T.P., Auty, M.A.E., Mullins, C., Corcoran, M.O. and Mulholland, E.O. (2000a). Preliminary observations on effects of fat content and degree of fat emulsification on the structure-functional relationship of Cheddar-type cheese. J. Text. Stud. 31,645-663. Guinee, T.P., Auty, M.A.E. and Fenelon, M.A. (2000b). The effect of fat content on the rheology, microstructure and heat-induced functional characteristics of Cheddar cheese. Int. Dairy J. 10, 277-288. Guinee, T.P., Feeney, E.P., Auty, M.A.A. and Fox, RE (2002). Effect of pH on calcium concentration on some textural and functional properties of Mozzarella cheese. J. Dairy Sci. 85, 1655-1669. Hall, D.M. and Creamer, L.K. (1972). A study of the submicroscopic structure of Cheddar, Cheshire and Gouda cheese by electron microscopy. NZ J. Dairy Sci. Technol. 7, 95-102. Halmos, A.L. (1997). Food texture and sensory properties of dairy ingredients. Food Aust. 49, 169-173. Halmos, A.L. (2000). Relationships between instrumental texture measurements and sensory attributes, in, Hydrocolloids - Part 2, Nishinari, K., ed., Elsevier, Amsterdam. pp. 431-444. Hennequin, D. and Hardy, J. (1993). Evaluation instrumentale et sensorielle de certaines proprietes texturales de fromage/t pate molle. Int. Dairy J. 3,635-647. Home, D.S., Banks, J.M., Leaver, J. and Law, A.J.R. (1994). Dynamic mechanical spectroscopy of Cheddar cheese, in, Cheese Yield and Factors Affecting its Control. Special Issue No. 9402. International Dairy Federation, Brussels. pp. 507-512. Hort, J. and LeGrys, G. (2000). Rheological models of Cheddar cheese texture and their application to maturation. J. Text. Stud. 31, 1-24. Hwang, C.H. and Gunasekaran, S. (2001). Measuring crumbliness of some commercial Queso Fresco-type Latin American cheeses. Milchwissenschaft 56,446-450. Imoto, E.M., Lee, C.-H. and Rha, C. (1979). Effect of compression ratio on the mechanical properties of cheese. J. Food Sci. 44,343-345. Innocente, N., Pittia, R, Stefanuto, O. and Corradini, C. (2002). Correlation among instrumental texture, chemical composition and presence of characteristic holes in a semi-hard Italian cheese. Milchwissenschaft 57, 204-208.
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Johnston, D.E. (2000). The effects of freezing at high pressure on the rheology of Cheddar and Mozzarella cheeses. Milchwissenschaft 55,559-562. Johnston, D.E., O'Hagan, M. and Balmer, D.W. (2002). Effects of high pressure treatment on the texture and cooking performance of half-fat Cheddar cheese. Milchwissenschaft 57, 198-201. Kalab, M. (1977). Milk gel structure. VI. Cheese texture and microstructure. MilchwissenschaJt 32,449-457. Kalab, M. (1979). Microstructure of dairy foods. 1. Milk products based on protein. J. Dairy Sci. 62, 1352-1364. Kalab, M. and Harwalkar, V.R. (1974). Milk gel structure. II. Relation between firmness and ultrastructure of heatinduced skim-milk gels containing 40-60% total solids. J. Dairy Res. 41,131-135. Kiely, L.J., Kindstedt, P.S., Hendricks, G.M., Levis, J.E., Yun, J.J. and Barbano, D.M. (1992). Effect of pH on the development of curd structure during the manufacture of Mozzarella cheese. Food Struct. 11, 217-224. Kiely, L.J., Kindstedt, P.S., Hendricks, G.M., Levis, J.E., Yun, J.J. and Barbano, D.M. (1993). Age related changes in the microstructure of Mozzarella cheese. Food Struct. 12, 13-20. Kimber, A.M., Brooker, B.E., Hobbs, D.G. and Prentice, J.H. (1974). Electron microscope studies of the development of structure in Cheddar cheese. J. Dairy Res. 41,389-396. Laloy, E., Vuillemard, J.C., E1 Soda, M. and Simard, R.E. (1996). Influence of the fat content of Cheddar cheese on retention and localization of starters. Int. Dairy J. 6, 729-740. Lawless, H., Vanne, M. and Tuorila, H. (1997). Categorization of English and Finnish texture terms among consumers and food professionals. J. Text. Stud. 28, 687-708. Lee, C.-H., Imoto, E.M. and Rha, C. (1978). Evaluation of cheese texture. J. Food Sci. 43, 1600-1605. Lobato-Calleros, C., Vernon-Carter, E.J., Guerrero-Legarreta, I., Soriano-Santos, J. and Escalona-Beundia, H. (1997). Use of fat blends in cheese analogs: influence on sensory and instrumental textural characteristics. J. Text. Stud. 28, 619-632. Lowrie, R.J., Kalab, M. and Nichols, D. (1982). Curd granule and milled curd junction patterns in Cheddar cheese made by traditional and mechanized processes. J. Dairy Sci. 65, 1122-1129. Luyten, T., van Vliet, T. and Walstra, P. (1991a). Characterization of the consistency of Gouda cheese: rheological properties. Neth. Milk Dairy J. 45, 33-53. Luyten, T., van Vliet, T. and Walstra, P. (1991b). Characterization of the consistency of Gouda cheese: fracture properties. Neth. Milk Dairy J. 45, 55-80. Ma, L., Drake, M.A., Barbosa-Canovas, G.V. and Swanson, B.G. (1996). Viscoelastic properties of reduced-fat and full-fat Cheddar cheeses. J. Food Sci. 61,821-823. Madsen, J.S. and Ardb, Y. (2001). Exploratory study of proteolysis, rheology and sensory properties of Danbo cheese with different fat contents. Int. Dairy J. 11,423-431. Marshall, R.J. (1990). Composition, structure, rheological properties and sensory texture of processed cheese analogues. J. Sci. Food Agric. 50,237-252. Meullenet, J.EC. and Gross, L. (1999). Instrumental single and double compression tests to predict sensory texture characteristics of foods. J. Text. Stud. 30, 167-180.
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Glossary Cauchy strain. See Engineering strain. Compliance. Symbol J, is the ratio of strain to stress. In the elastic region, J = 1/G', where G' is shear (or storage) modulus. Cox-Merz rule. This rule states that the (steady) viscosity versus shear rate curve is virtually identical to the viscosity versus frequency curve, determined by dynamic oscillation. Creep. The response to a constant applied (normal or shear) stress. Creep can be expressed in terms of strain or compliance. Creep compliance. The ratio of strain, y(t), resulting from an applied constant stress, Zc, to the stress, i.e., 7(t)/~'c. Creep modulus. The inverse of creep compliance, i.e.,
~-d~,(t). Deformability modulus. Slope of the stress-strain curve in an approximately linear region, typically up to a strain of ~0.10. Elastic material behaviour. An elastic deformation is one where the material recovers fully u p o n removal of applied stress without time dependency, i.e., recovery is instantaneous and complete u p o n removal of stress. Elastoplastic material behaviour. W h e n the stress in the material exceeds a certain limit, irreversible deformation results with negligible time dependency, i.e., partial recovery is instantaneous upon removal of stress; also k n o w n as elastoplastic deformation. Engineering strain. Deformation relative to original sample dimension, i.e., AL/Lo, is called engineering strain, or Cauchy strain, or strain. Engineering stress. The ratio between applied force, F, and original sample area, Ao, is k n o w n as engineering stress or stress. Fracture work. See Toughness. Kelvin element. Also k n o w n as a Voigt element or a Kelvin-Meyer solid. This is a mechanical model consisting of a spring in parallel with a dashpot. A number of such elements in series, with a spectrum of time constants, can be used to simulate creep compliance. Kinematic viscosity. This is the ratio between dynamic viscosity and density. Units: m2/s = 10 4 stokes. Linear behaviour. If one measured parameter varies in proportion to another, e.g., stress in proportion to a range of applied strain, their behaviour is described as linear and a modulus may be defined as the ratio between the parameters, e.g., Young's modulus. Linear viscoelastic deformation. Cheese and other organic materials exhibit a combination of elastic and viscous behaviour at low strains, i.e., they recover their shape upon removal of applied stress, but not instantly. The elastic and viscous effects can be determined using
540
Rheology andTexture of Cheese
low-amplitude oscillatory rheometry. At low amplitudes of oscillation there is a constant relationship between the elastic and viscous components of complex modulus. Consequently, displacements of this type are referred to as linear viscoelastic deformation. Loss modulus. The ratio between the out-of-phase component of shear stress and shear strain (G" = r"lT) in a dynamic oscillatory measurement; also referred to as viscous modulus. Maxwell element. This is a mechanical model consisting of a spring in series with a dashpot. A combination of such elements in parallel, with a spectrum of time constants, may be used to simulate relaxation behaviour in a viscoelastic material. Modulus of deformability. See Deformability modulus. Poisson effect. W h e n a sample is compressed it bulges in the lateral direction, i.e., the cross-section increases with compression; this is the Poisson effect. The ratio between lateral strain and longitudinal strain is k n o w n as Poisson's ratio. Poisson's ratio equals 0.5 in the absence of a volume change, and is less than 0.5 for a compressible material. Shear modulus. The ratio between the in-phase components of shear stress and shear strain (G' = r'/T) in a dynamic oscillatory measurement; also referred to as storage, elastic, or in-phase, modulus. Storage modulus. See Shear modulus. Strength. The m a x i m u m stress a material withstands before it breaks (i.e., fractures) or flows (i.e., becomes plastic). Stress. See Engineering stress. Stress relaxation m o d u l u s . The stress that is required to maintain a constant deformation is observed, as a function of time (i.e., in a stress relaxation test). The ratio of shear stress to strain is k n o w n as stress relaxation modulus, or relaxation modulus. The relaxation modulus depends on the applied strain if the strain exceeds the limit of linear viscoelasticity. Thus, G(t, T) = r(t)/% Stress relaxation test. This test involves an initial application of (a normal or shear) strain at a constant rate up to a pre-determined level of strain and then measuring
the decay of stress as a function of time while holding the sample at constant strain; also k n o w n as a step strain transient test. Toughness. The work required to fracture; this is measured as the area under a force-deformation curve up to the point of fracture (Fig. 23). True strain. The accumulated strain during the applied loading, e' = In (ULo), where In is the natural logarithm, L is the sample length under load, and Lo is the original sample length, is k n o w n as the true strain, Hencky strain or natural strain. This is applicable where the strain is large and sample cross-section changes appreciably under the load. True strain is not used very much in cheese rheology. True strain can be related to engineering strain, e, using, e' = In (1 + e). True stress. The ratio between applied force, F, and actual area of cross-section, A', is termed true stress. Thus, O'true FIA', where A' is the actual area, taking the Poisson effect into account. Uniaxial compressive strength. The apparent stress at fracture, i.e., Fo/Ao, where Fo is the compression force at fracture and Ao is the initial cross-sectional area of the sample. Viscoelastic material behaviour. Where rheological behaviour can be resolved into elastic and viscous components, e.g., as represented by a Maxwell model. Viscoplastic material behaviour. In contrast to elastic behaviour, this is a time-dependent and irreversible deformation that occurs when a certain stress level has been exceeded, i.e., strain does not respond instantaneously to applied stress, but instead strain keeps on growing while the stress is applied and does not return to zero upon removal of stress; also referred to as viscous material behaviour. Viscosity or dynamic viscosity. Coefficient of dynamic viscosity, 77, is the ratio between shear stress and shear rate. = rl~ where r is shear stress and ~ is shear rate. Units: Pa.s or N.s/m 2 = 10 poise. Viscous modulus. See Loss modulus. Young's modulus. The ratio between normal stress and engineering strain (E = ole). =
Growth and Survival of Microbial Pathogens in Cheese C.W. Donnelly, Department of Nutrition and Food Science The University of Vermont, Burlington, USA
Introduction Cheesemaking evolved centuries ago as a means of preserving raw milk via fermentation. Selection of the beneficial natural flora in milk, such as lactobacilli, streptococci and lactococci, or direct addition of these as starter cultures, preserves products and in many instances allows competition with bacterial pathogens. However, cheeses can become contaminated with pathogens as a result of their presence in the raw milk used for cheesemaking and subsequent survival during the cheesemaking process. Alternatively, bacterial pathogens can contaminate cheese via post-processing contamination if sanitation and other measures in the processing plant are not sufficient to prevent re-contamination (Linnan et al., 1988; Johnson et al., 1990a). The characteristics of the specific cheese variety will dictate the potential for growth and survival of microbial pathogens, with ripened soft cheeses presenting a higher risk for growth and survival of pathogens than aged hard cheeses where a combination of factors, including pH, salt content and aw, interact to render cheeses microbiologically safe. Although cheeses have been linked with documented outbreaks of food-borne illness, epidemiological evidence collected from around the world confirms that this occurs infrequently (Johnson et al., 1990a; Ahekruse et al., 1998; De Buyser et al., 2001). This chapter will provide an overview of factors which affect growth and survival of microbial pathogens in cheese.
Factors that Influence the Safety of Cheese The pathogens, Salmonella enterica, listeria monocytogenes, Staphylococcus aureus and enteropathogenic E. coli (ETEC) pose the greatest risk to the safety of cheese 0ohnson et al., 1990a; De Buyser et al., 2001; Leuschner and Boughtflower, 2002). If active lactic acid starter cultures are used, Staph. aureus is considered to be a low-risk pathogen (Johnson et al., 1990a). However, in traditional cheeses where active starter cultures are not used, Staph. aureus may pose a significant risk for toxin production in cheese if numbers are sufficiently high. The factors that contribute to
the safety of cheese with respect to pathogenic bacteria include milk quality, starter culture or native lactic acid bacterial growth during cheesemaking, pH, salt, control of aging conditions and chemical changes that occur in cheese during aging (Johnson et al., 1990c). Other technologies (e.g., use of starter cultures that produce substances inhibitory to pathogens) may provide opportunities to add additional barriers to the growth of bacterial pathogens. It is particularly important for the producers of raw milk cheeses to have a documented and systematic approach to ensure product safety. Pathogens in raw milk
S. enterica, L. monocytogenes, Staph. aureus and ETEC are associated with raw milk. E. coli 0157:H7 can readily contaminate raw milk on the farm with contamination levels of 4.2-10% and 2% reported in the US and Canada, respectively (D'Aoust, 1989; Padhye and Doyle, 1991). Over 70 cases of E. coli infection, characterized by bloody diarrhea, haemolytic uremic syndrome (HUS) and kidney failure, have been traced to the consumption of raw milk (Martin et al., 1986; Borczyk et al., 1987; Bleem, 1994) with a few additional cases in England linked to yoghurt (Morgan et al., 1993). E. coli 0157:H7 was first characterized in 1982 during epidemiological investigations of two outbreaks which occurred in North America. Cattle are thought to be the principal reservoir for this important human pathogen, and in investigations where food has been identified as the vehicle of transmission, ground beef is the product most frequently linked to human illness. Shere et al. (1998), in a longitudinal study of E. coli dissemination on four Wisconsin dairy farms, identified contaminated animal drinking water as the most probable vehicle for infection of animals and a potential intervention point for on-farm control of dissemination of this pathogen. Since shedding of this pathogen by cattle is intermittent, re-inoculation from an environmental source rather than colonization of the pathogen is the more likely explanation than intermittent shedding.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
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Growth and Survival of Microbial Pathogens in Cheese
S. enterica serovars Enteritidis, Typhimurium and Dublin have been associated with food-borne disease outbreaks involving raw milk and milk products (Maguire et al., 1992; Cody et al., 1999; Villar et al., 1999; De Valk etal., 2000). A 1987 FDA survey revealed the presence of salmonella in 32 of 678 (4.7%) samples of raw milk obtained from bulk-tank trucks in Wisconsin, Michigan and Illinois, with 10 of 16 (62.5%) collection sites also testing positive (McManus and Lanier, 1987). Salmonella spp. were isolated from 26 of 292 (8.9%) of farm bulk tank samples collected in eastern Tennessee and southwest Virginia (Rohrbach et al., 1992). Wells et al. (2001) examined recovery of salmonella from faecal samples obtained from dairy cows in 91 herds from 19 US states. Salmonella spp. were recovered from 5.4% of the samples. Recovery levels from cows on farms with less than 100 animals were much lower (0.6%) than those from farms with over 100 cows, where recovery levels were 8.8%. The incidence of Salmonella spp. in milk samples would be expected to occur at a much lower frequency than in faecal samples. Most farmstead cheesemakers maintain small dairy herds, where the lower incidence data would apply. S. enterica serotype Typhimurium definitive type (DT) 104 emerged in the UK as an important source of human infection in the late 1980s (Threlfall et al., 1996). Subsequent outbreaks of human illness traced to dairy sources were reported in Vermont (Friedman et al., 1998), Nebraska, California (Cody et al., 1999) and Washington State (Villar et al., 1999). This organism is notable because it is resistant to multiple antibiotics. Two outbreaks of S. enterica subsp, enterica serotype Typhimurium DT104 infection were recently linked to the consumption of Mexican-style soft cheese manufactured from raw milk (Cody et al., 1999; Villar et al., 1999). Aceto et al. (2000) conducted a survey to assess the herd prevalence of 5. enterica subsp, enterica serotype typhimurium DT 104 in Pennsylvania dairy herds. Of 51 farms surveyed, 11 were positive for salmonella species and 4 for 5. typhimuriurn, 2 of which were DT-104 positive. S. enterica serovar Dublin is present in dairy cattle and was identified as the most invasive of the salmonella bacteria for humans in studies conducted in Denmark (Lester et al., 1995). Beckers et al. (1987) and Lovett et al. (1987) estimate that extremely low levels of L. monocytogenes (0.5-1.0 ml) exist in commercial bulk-tank raw milk. Listeria is inactivated by pasteurization, and contamination of processed dairy products is therefore most likely a function of post-pasteurization contamination from the dairy plant environment. In fact, numerous surveys document the presence of listeria within the dairy plant environment, including floors in coolers, freezers, processing rooms, particularly entrances, cases
and case washers, floor mats and foot baths and the beds of paper fillers (Charlton et al., 1990; Klausner and Donnelly, 1991). Pritchard et al. (1994), in a study of dairy processing facilities, found that processing plants near a farm had a significantly higher incidence of listeria contamination than those without an on-site dairy farm. Arimi et al. (1997) demonstrated the link between on-farm sources of listeria contamination (dairy cattle, raw milk and silage) and subsequent contamination of dairy-processing environments. These investigators subjected listeria strains collected from farms and dairy processing environments over a 10-year period to strain-specific ribotyping using the automated Riboprinter T M microbial characterization system. A total of 388 listeria isolates from 20 different dairy processing facilities were examined along with 44 silage, 14 raw-milk bulk tank and 29 dairy cattle isolates. These 475 isolates included 93 L. monocytogenes, 362 L. innocua, 11 L. welshimeri, 6 L. seeligeri, 2 L. grayii and 1 L. ivanovii strains. Thirty-seven different listeria ribotypes (RTs) comprising 16 L. monocytogenes (including five known clinical RTs responsible for food-borne listeriosis), 12 L. innocua, 5 L. welshimeri, 2 L. seeligeri, 1 L. ivanovii and 1 L. grayii were identified. Greatest diversity was seen among the isolates from dairy-processing facilities with 14 of 16 (87.5%) L. monocytogenes RTs (including 5 clinical RTs), and 19 out of 21 (90.5%) non-L, monocytogenes RTs detected. Sixty-five of the ninety-three L. monocytogenes isolates belonged to the group of the five clinical RTs, which included one RT unique to dairy-processing environments, two RTs common to dairy-processing environments and silage, and one RT common to dairyprocessing environments, silage, raw milk and dairy cattle with the last RT appearing in dairy-processing environments, silage, raw-milk bulk tanks and dairy cattle. The finding of eight L. rnonocytogenes and twelve non-L, monocytogenes RTs common to both dairyprocessing and farm environments clearly implicates the farm as a natural reservoir for listeria RTs capable of entering dairy-processing facilities. These findings, which support the link between on-farm sources of listeria contamination (dairy cattle, raw milk and silage) and subsequent contamination of dairy-processing environments, stress the importance of farm-based Hazard Analysis and Critical Control Points (HACCP) programmes for controlling listeria. This work also showed that two important clinical L. monocytogenes ribotypes which were previously identified as RT 19092 and RT 19161 and epidemiologically linked to listeriosis cases involving pasteurized milk and turkey frankfurters were recovered from dairy-processing facilities A and B for 12 and 3 months, respectively, with L. innocua RT 19094 also present in these same two facilities for at least five years.
Growth and Survival of Microbial Pathogens in Cheese
Abou-Eleinin et al. (2000) analysed 450 goats' milk samples obtained from the bulk tanks of 39 goat farms for listeria spp. over a 1-year period. Modified versions of the USDA-FSIS (McClain and Lee,1989) and FDA (Lovett et al., 1987) protocols were used for recovery of listeria. Overall, 35 (7.8%) samples yielded listeria, with L. monocytogenes identified in 17 of the 35 (3.8%) listeria-positive samples and L. innocua in 26 (5.8%) of samples. Eight milk samples contained both L. monocytogenes and L. innocua. Milk samples from 18 of the 39 (46.2%) farms were positive for listeria at least once during the year-long study. Five different listeria RTs were identified from 34 selected L. rnonocytogenes isolates, 2 of which were deemed to be of clinical importance. Isolation rates of listeria were markedly higher during the winter (14.3%) and spring (10.4%), compared to autumn (5.3%) and summer (0.9%). Similar trends have been previously reported for cows' milk (Reaet al., 1992; Ryser, 1999). Milk quality
Raw-milk quality is important in producing all cheeses, but particularly for those made from raw milk. Low bacterial counts and low somatic cell counts are the key indicators of milk quality, and as their numbers increase, there is a higher risk for contamination of milk and cheese with pathogens. Monitoring and controlling bacteria and somatic cell counts in milk should be components of a HACCP programme to ensure product safety. As rapid, cost-effective methods become available for detection of bacterial pathogens in raw milk, the use of specific pathogen testing could become part of a HACCP programme. In general, when rawmilk bacteria and somatic cell counts are high, there will be other negative impacts on cheese quality that may reduce consumer acceptability and cheese yield. In most artisanal cheesemaking, the time from milking to cheesemaking is very short and in some cases the milk is made into cheese immediately on the farm without cooling. Minimizing the time from milk collection to the initiation of cheesemaking reduces the opportunity for the growth of undesirable bacteria in raw milk. Conversely, when milk is cooled and held in transport, the opportunity for pathogen growth, particularly growth of psychrotrophic pathogens, is increased. The European Community Directives 92/46 and 92/47 (Anonymous, 1992) contain regulations for the hygienic production and placing on the market of raw milk, heat-treated milk and milk-based products. These regulations establish hygienic standards for raw-milk collection and transport that focus on issues such as temperature, sanitation and microbiological standards, enabling the production of raw milk of the highest
543
possible quality. Raw cows' milk must meet quality standards, e.g., a standard plate count at 30 ~ of < 100 000 cfu/ml and somatic cell counts of -<400 000 per ml of milk. To meet these and other established standards, countries employ HACCP principles in the production of fluid dairy products. This involves identification of sites to be monitored and evaluated to ensure that products are produced under the correct conditions, as well as the development of critical limits established by valid and verifiable parameters. In the case of fluid milk products, many processors have identified length of shelf-life as a critical limit. Shelf-life is influenced by a number of factors, including cleaning and sanitizing of pipelines and milking equipment, condition of raw milk used to produce product and storage temperature. Pasteurization will eliminate some of the indigenous microflora in the raw milk, including pathogenic bacteria; however, thermoduric organisms survive pasteurization. Post-pasteurization contamination of milk is problematic if the processing/packaging environment is not maintained. Moreover, many contaminants, including listeria, are able to form biofilms which protect them from cleaning and sanitizing agents. Some regulations, such as those of the EU, have established microbiological limits at the sell-by-date for products such as cheeses. With respect to regulations which govern the use of raw milk for cheesemaking, limits have been established for Staph. aureus in raw milk. Finished cheeses must meet specific hygienic standards, in which case the presence of Staph. aureus and E. coli indicates poor hygiene. Heat treatment of milk
Milk contains heat-labile compounds (e.g., lactoferrin, lysozyme and lactoperoxidase) that are inhibitory to the growth of some pathogens. Recent work by Pitt et al. (2000) has demonstrated that the growth of Staph. aureus, S. enteritidis and L. monocytogenes was slower in raw milk held at 37 ~ for 72 h than in pasteurized milk held under the same conditions. During the first 16 h of incubation, the number of organisms increased in both raw and pasteurized milks, but after 16 h, the number of recoverable viable pathogenic organisms in the raw milk began to decrease; an overall decrease of 2-5 logs was found. The inhibitory effect of raw milk on the survival of the above three pathogens in milk, reported by Pitt et al. (2000), is probably of great importance for cheesemaking from raw milk, and additional research needs to be undertaken. The lactoperoxidase system (LPS) is a naturally occurring inhibitory system in raw milk and comprises three components, lactoperoxidase, thiocyanate and hydrogen peroxide. All three components are required to exhibit maximum antimicrobial effects.
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Growth and Survival of Microbial Pathogens in Cheese
Gram-negative psychrotrophs, such as pseudomonads, are extremely sensitive to this system. Approximately 0.5-1.0 I~g/ml lactoperoxidase is needed for effective inhibition, and bovine milk typically contains 30 ~g/ml (Bj0rck, 1978). Quantities of thiocyanate and hydrogen peroxide in milk are variable. For a full inhibitory effect, about 10 b~g/ml of hydrogen peroxide is required, and bovine milk normally contains 1-2 b~g/ml hydrogen peroxide. The thiocyanate levels in milk range from 0.02 to 0.25 mM but 8-25 mM is needed for optimum activity. Pitt et al. (2000) hypothesized that the inhibitory effect of raw milk in their study was due to activation of the lactoperoxidase system by hydrogen peroxide-producing lactic acid bacteria naturally present in the raw milk, which grew at 37 ~ The authors postulated that the reduction in growth of these organisms in the raw milk could result from inhibitory products produced by activation of the LPS. However, it is highly unlikely that pasteurization inactivates lactoperoxidase in milk, and so there must be an alternative explanation for the much greater inhibition of 5taph. aureus, S. enteritidis and L. rnonocytogenes by the raw milk. Some cheeses are made from milk that has been given a sub-pasteurization heat treatment at the farm, but are technically classified as raw-milk cheeses. This process can be beneficial when milk has to be transported and stored at refrigeration temperature at a cheesemaking facility and when there will be a time delay before cheese manufacture. These near-pasteurization thermal treatments are often called thermization and they help to reduce the gowth of psychrotrophic bacteria that cause quality defects in cheese. However, the thermization process may partially inactivate some indigenous antimicrobial milk components that were mentioned previously. Comprehensive studies conducted by the US Food and Drug Administration (FDA) and the US Department of Agriculture (USDA; Bunning et al., 1986, 1988) and by Health and Welfare Canada (Farber et al., 1992) have shown that listeria are unable to survive normal pasteurization conditions. Knabel et al. (1990) found that growing L. rnonocytogenes at 43 ~ prior to heat-inactivation caused an increase in thermotolerance, but a study conducted by Farber et al. (1992) demonstrated that even under worst-case scenario conditions, which included cultivation of L. monocytogenes populations at 43 ~ prior to inactivation, pasteurization would render a 4.5-6.2-D process. Therefore, while populations of L. rnonocytogenes have been shown to survive minimum pasteurization (71.1 ~ in various laboratory studies, survival under actual conditions of commercial milk pasteurization and processing is unlikely. Studies which define the impact of commercial heat treatment of raw milk,
either naturally or artificially contaminated with bacterial pathogens, are still relatively scarce. However, L. monoc.ytogenes is generally regarded as being more heat resistant than salmonella or E. coli 0157:H7 (D'Aoust et al., 1987; Line et al., 1991). Using raw milk inoculated to contain various pathogens at a level of 105 cfu/ml, D'Aoust et al. (1987) concluded that salmonella were inactivated in milk after heating to 64.5 ~ (148.2 ~ or above for 16.2 sec, except for S. senftenberg which survived until the treatment exceeded 67.5 ~ (153.5 ~ for 16.2 sec. Heating at 63 ~ (145.4 ~ for 16.2 sec reduced populations of S. senftenberg by 3 orders of magnitude. Thermal inactivation of E. coli 0157:H7 was complete at temperatures -->64.5 ~ (148.2 ~ for 16.2 sec (Line et al., 1991) which is similar to that required for most salmonella except S. sen ftenberg. Much of the aged raw milk cheese produced in the US is subjected to some form of heat treatment, generally thermization. This treatment generally consists of heat treatment at 55 ~ for a period ranging from 2 to 16 sec. The specific impact of this heat treatment combined with the interactive effects of salt and pH during subsequent ripening on pathogens such as listeria, salmonella and E. coli has not been well explored.
Extrinsic and intrinsic parameters in cheese which dictate microbial growth
Growth of microbial pathogens in cheese is dictated by extrinsic and intrinsic parameters. The important intrinsic parameters include moisture content, pH and acidity, nutrient content, redox potential, presence of antimicrobial compounds, either those occurring naturally or those which are added as food preservatives, e.g., NOs, and the presence of competitive microflora (ICMSE 1986). All of these factors dictate the potential for bacterial pathogens to grow, persist or decline in cheeses. Extrinsic parameters include factors such as type of packaging/packaging atmosphere, time and temperature of storage and holding conditions, processing steps, product history and traditional use. The interaction of these factors dictates the potential for microbial growth in cheese. Depending on the cheese variety, intrinsic parameters such as pH may serve to enhance or inhibit the growth of bacterial pathogens. Ryser and Marth (1987a) studied the behaviour of L. monocytogenes in Camembert cheese. The high moisture content and the neutral pH of this surface-ripened cheese facilitate growth and survival of pathogens such as listeria. Growth of listeria in Camembert cheese was found to parallel the increase in cheese pH during ripening and reached a final population of 106-108 per g. This contrasts with Blue cheese, where listeria failed to grow and decreased in number during
Growth and Survival of Microbial Pathogens in Cheese
56 days of storage (Papageorgiou and Marth, 1989). These authors suggested that Penicilliurn roqueforti may produce bacteriocins against L. monocytogenes. In hard cheese varieties like Colby and Cheddar, L. monocytogenes populations decline during aging, with survival strongly influenced by the moisture content and the pH (Ryser and Marth, 1987b; Yousef and Marth, 1990). Cheeses such as Camembert and Feta have nearly identical composition in terms of moisture content, water activity, % salt-in-water and ripening temperature. However, fully ripened Camembert has a pH of 7.5 versus Feta which has a pH of 4.4 that prevents the growth of listeria. Cheeses made from raw milk
In the US and other parts of the world, the manufacture of cheese from raw milk is a topic which is being revisited from the perspective of microbiological safety. Pasteurization of milk prior to cheesemaking is but one step that may reduce the risk of the presence of pathogenic bacteria in cheese. Current US regulations which govern the use of raw, heat-treated and pasteurized milk for cheesemaking were promulgated in 1949 (Anonymous, 1950; 21 CFR Part 133). One of the two options can be selected by cheesemakers to assure the safety of cheesepasteurize milk destined for cheesemaking or hold cheese at a temperature of not less than 1.7 ~ (35 ~ for a minimum of 60 days. Recent research has shown that S. typhimurium, E. coli 0157:H7 and L. monocytogenes can survive well beyond the mandatory 60-day holding period in Cheddar cheese prepared from pasteurized milk (Reitsma and Henning, 1996; Ryser, 1998). In a referral to the National Advisory Committee on Microbiological Criteria for Foods in April 1997, the FDA asked if a revision of policy requiring a minimum 60-day aging period for raw-milk hard cheeses was necessary. The FDA, in its communication, noted that such a duration may be insufficient to provide an adequate level of public health protection. The FDA cited numerous studies and outbreak investigations documenting the presence of listeria, salmonella and E. coli 0157:H7 in raw milk. Of particular concern was the report by Reitsma and Henning (1996) detailing the survival of E. coli 0157:H7 in aged Cheddar cheese. The FDA did note, however, that there was 'limited epidemiological evidence that food-borne illness results from consumption of raw-milk hard cheeses that have been aged for 60 days', citing work by Fabian (1947), D'Aoust et al. (1985) and Johnson et al. (1990b) in support of this claim. Groups outside of the US have recently expressed concern about the safety of raw-milk cheeses. The Institute of Food Science and Technology (IFST, 2000) in the UK issued a position statement drawing attention to the
545
potential public health hazards posed by pathogenic bacteria in cheeses made from raw milk. The IFST indicates that these hazards apply particularly to soft and semi-soft cheeses (IFST, 2000). Codex Alimentarious is presently recommending a 'combination of control measures' (including pasteurization) to achieve the appropriate level of public health protection (Groves, 1998). In a comprehensive review of all outbreaks of human illness associated with the consumption of aged rawmilk cheese, in the majority of instances, confounding parameters other than use of raw milk contributed to pathogens being present in the product at the time of consumption (Donnelly, 2001). Further, in challenge studies which examine the fate of pathogens in aged cheese, confounding factors can also explain the appearance of pathogens following 60 days of aging. Such confounding parameters in actual outbreaks or challenge studies involve the use of pasteurized versus raw milk in cheesemaking trials, inadequate development of acidity during cheesemaking, a low salt level, contamination by ill employees during manufacture, temperature abuse of milk designed for cheesemaking and environmental contamination during cheesemaking.
P r e v i o u s R e v i e w s on t h e S a f e t y of R a w Milk C h e e s e s
Two comprehensive reviews have been published regarding outbreaks of human illness linked to consumption of cheese. Johnson et al. (1990b) conducted a comprehensive review of the epidemiological literature during the 40-year period, 1948-1988. These authors identified only six outbreaks of illness transmitted by cheese produced in the US during this period. Post-pasteurization contamination was the most frequent causative factor in these outbreaks. Improper pasteurization equipment and/or procedures were implicated in only one outbreak each in the US and Canada, and use of raw milk was a factor in one outbreak in each of these countries. No outbreaks were linked to hard Italian cheese varieties such as Parmesan, Romano and Provolone. In rare instances, Swiss and Cheddar cheeses were linked to food-poisoning outbreaks. Factors other than pasteurization cited by Johnson et al. (1990b) as contributors to cheese safety include milk quality and management, lactic starter management, pH, salt, controlled aging conditions and natural inhibitory substances in the raw milk. These authors proposed three actions to improve the safety of raw milk cheeses: (1) Establish a guideline for minimum heat-treatment of milk for cheesemaking, e.g., 64.4 ~ (148~ for 16sec or equivalent with adequate process control, (2) Evaluate current safety
546
Growth and Survival of Microbial Pathogens in Cheese
technology and practices used for cheese manufacture and (3) Evaluate technologies not currently used in cheese manufacture for safety potential (Johnson et al., 1990c). Altekruse et al. (1998) reviewed all cheese-associated outbreaks reported to the Centers for Disease Control and Prevention (CDC) during the period 1973-1992. These authors noted the infrequency of large, cheeseassociated outbreaks reported during this period and suggested that improvement of cheesemaking methods and process control have resulted in cheese being a safer product. There were 32 cheese-associated outbreaks, 11 of which could be attributed to contamination at the farm, during manufacturing or during processing. Of the 11 outbreaks attributed to contamination prior to distribution, 5 were associated with the consumption of Mexican-style soft cheese versus only one outbreak linked to Cheddar cheese. It is notable that no outbreaks reported to the CDC during 1973-1992 were associated with raw milk cheese that was aged for a minimum of 60 days. The authors indicated that salmonella, E. coli 0157:H7 and L. monocytogenes may survive the aging process. However, the literature reference for survival of listeria points to Camembert cheese (Ryser and Marth, 1987a), and the authors failed to note the rapid decline of listeria populations in aged Cheddar cheese as documented by Ryser and Marth (1987b). Altekruse et al. (1998) suggest that aging alone may not be a sufficient pathogen control step to eliminate salmonella, listeria and E. coli 0157:H7 from cheese. Outbreaks involving Cheddar cheese
In 1976, seven lots of Cheddar cheese manufactured from pasteurized milk were contaminated with S. heidelberg and were responsible for 339 confirmed cases of illness and an additional 28 000-36 000 cases of illness (Fontaine et al., 1980). The cheese involved was aged for less than 60 days, and improper pasteurization was cited as the cause of the outbreak. Follow-up with the first few patients led epidemiologists to suspect cheese eaten in Mexican-style restaurants as the vehicle of infection. Seven lots of Cheddar cheese produced from pasteurized milk by a Kansas manufacturer and purchased from a single Denver distributor were identified as the potential sources of contamination. The epidemic began in July in two widely separated Colorado cities, Denver and Pueblo. Levels of S. heidelberg in these cheeses were estimated to be 0.36-1.8 per 100 g. The pH of contaminated cheese was 5.6, which may have been a factor in this outbreak. Poor manufacturing practices coupled with inadequate control programmes at the cheese plant were cited as causative factors in this outbreak. The Kansas State Health Department had
recorded 25 instances of non-compliance with good manufacturing practices by that particular food-processing plant. The Kansas Board of Agriculture required that raw milk contain <3 000 000 organisms/ml. Routine microbial analysis of the grade B or surplus grade A milk used at the plant revealed that counts greatly exceeded this standard. In the production of cheese, raw milk was stored for 1-3 days in an insulated but unrefrigerated holding tank prior to pasteurization at 71.6 ~ for 15 sec. The milk was filtered after pasteurization, which is a violation of FDA guidelines for pasteurization. Salmonella outbreaks in Ontario, Canada, during the period 1980-1982 occurred in raw-milk Cheddar cheese. 5. muenster was identified in the cheese and traced to a single farm where one cow was shedding the organism (Wood et al., 1984). Subsequent trials using milk from this infected cow were conducted to determine potential for survival during commercial preparation of raw milk cheese. Curd tested positive in 11 of 181 vats. During curing, one lot was negative after 30 days but one lot was positive after 125 days. It would be unlikely for this scenario to be repeated as cheese is rarely manufactured from milk from a single cow. Milk is co-mingled, and the dilution effect with milk from other animals and other farms reduces the level of pathogens, if present. A large Canadian outbreak of salmonellosis linked to the consumption of Cheddar cheese was reported in four Canadian Atlantic provinces (Newfoundland, New Brunswick, Prince Edward Island and Nova Scotia) between January and July 1984. This outbreak proved to be the largest single epidemic of salmonellosis ever to occur in Canada, ultimately involving more than 2700 cases of illness (Bezanson et al., 1985; Johnson et al., 1990b). Production of the cheese, which was manufactured from either pasteurized (73.8 ~ (165 ~ for 16 sec) or heat-treated (66.7 ~ (152 ~ for 16 sec) milk, was traced to a single plant on Prince Edward Island. Testing of the raw milk supply identified two cows in separate herds, one which shed 5. typhimurium and one which shed 5. heidelberg. D'Aoust et al. (1985) reported on the distribution and survival of 5. typhimurium phage type 10 isolated from Cheddar cheese in this outbreak. Levels of salmonella ranged from 0.36 to 9.3 per 100g. The pH of the cheese ranged from 4.97 to 5.40, consistent with normal Cheddar, which has a pH range of 5.0-5.5. S. typhimurium phage type 10 was found to survive in Cheddar cheese for up to 8 months at 4 ~ The data provided by D'Aoust et al. (1985) is very interesting. The authors compare salmonella recovery as a function of whether mild Cheddar cheese was manufactured from heat-treated (16 s at 66.7 ~ not pasteurized) or pasteurized (16 sec at 73.8 ~ milk.
Growth and Survival of Microbial Pathogens in Cheese
Tested samples of mild Cheddar manufactured from heattreated milk were found to contain 0.36-9.3 salmonella/100g. However, four lots of mild Cheddar manufactured from pasteurized milk were also found to contain 0.36-4.3 salmonella/100 g. Certain lots of cheese contained Staph. aureus at high levels (>105 per g), which may indicate poor starter activity (Johnson et al., 1990b) or contamination through handling. It is difficult to understand how D'Aoust et al. (1985) could support their concluding statement in this article 'Although pasteurization of milk used in cheesemaking increases the safety of the finished product, use of heat-treated (unpasteurized) milk in the manufacture of medium and old Cheddar cheese and survival of salmonella during prolonged periods of refrigerated storage raises legitimate doubts of the safety of current manufacturing practices.' In the data presented, pasteurization did not result in the unequivocal safety of mild Cheddar cheese. An evaluation of the pasteurization process, described by Johnson et al. (1990b), indicated that the employee in charge of the process manually overrode the electronic controls, which shut down the pasteurizer while milk continued to flow through the unit and into the vat. The pasteurizer was shut down after filling three vats and later restarted to fill the next three vat series. The first and the third vats of each three vat sequence tested positive for salmonella, except for the first vat of the day and the middle vat of each three vat series which consistently tested negative. This pattern only occurred when raw milk which included milk from the cow shedding S. typhirnurium was used. Bezanson et al. (1985) subsequently subjected outbreak strains to molecular analysis by biotyping, antibiotic resistance patterns, plasmid restriction and endonuclease analyses and revealed that two genetically distinct organisms were the aetiologic agents in this outbreak. These studies revealed the existence of a double infection, indicating that the incriminated cheese likely had two sources of contamination. S. typhimurium phage type 10 subgroup I strains were identified among cultures from raw milk and cattle associated with the incriminated dairy. S. typhimurium phage type 10 subgroup I and II strains were recovered from individuals employed at the dairy along with their family members. S. typhirnuriurn subgroup I and II strains were present in cheese curd samples obtained from the plant as well as from a consumer pack obtained from a distributor. Cheese plant workers from whom both subgroup I and II strains were cultured were involved in the production and/or packaging of Cheddar cheese, raising questions about the possibility of contamination of the cheese by ill workers. Salmonella were confirmed in a cheese-trim bucket. Plant inspections revealed that employees used their bare hands to transfer cheese to a forming machine, and an employee tested
547
positive for S. typhimurium. It is likely that this incriminated cheese was also responsible for an outbreak of illness reported at the same time in Ontario linked to S. typhimurium phage type 10 biotype 4 (D'Aoust et al., 1985). Hedberg et al. (1992) reported on a multi-state outbreak of S. javiana and S. oranienburg linked to the consumption of contaminated Mozzarella cheese and shredded cheese products. Cases were more likely to have consumed cheese manufactured at a single cheese plant or cheese shredded at processing plants that also shredded cheese from the single plant, than matched controls. The outbreak strains were isolated from 2 of 68 unopened 16-oz blocks of Mozzarella cheese. Inspections revealed deficiencies in plant sanitation and cleaning, and equipment was not routinely cleaned and sanitized between shredding different types of cheese from different manufacturers. However, no deficiencies in pasteurization were identified. Cheese-manufacturing equipment was found to be susceptible to environmental contamination and contamination by aerosols. Investigators believed that the contaminated Mozzarella cheese sent to four processing plants for shredding, crosscontaminated other cheese products at those plants. It is most likely that the cheese was contaminated from environmental sources or from infected production workers. Four outbreaks occurring in the late 1990s were reported in the UK, although detailed epidemiologic data on these outbreaks is lacking. An outbreak of E. coli 0157:H7 (phage type 8, Verotoxin gene 2) infection involving 22 cases was reported in Scotland in 1994. This outbreak was associated with the consumption of raw-milk cheese (Anonymous, 1997a). A December 1996 outbreak of salmonella gold-coast which occurred in England and Wales was linked to the consumption of a brand of mild, coloured, Cheddar cheese produced in August and September 1996 in Somerset, England. Phosphatase tests and examination of recording chart records from the pasteurizer indicated that pasteurization had failed at the plant on several occasions (Anonymous, 1997b). An outbreak of infection caused by E. coli 0157:H7 (phage type 21/28 VT2) was reported in 1999 in north-east England (Anonymous, 1999a,b). The vehicle of infection was Cotherstone cheese, a rawmilk cheese, manufactured in small quantities and distributed to specialty cheese shops in England. Samples from the dairy herd, slurry and environmental samples from the cheese manufacturing facilities were negative for E. coli 0157:H7. In March of 1999, a large outbreak of infection was reported in England and Wales due to consumption of contaminated milk from a single dairy. An outbreak of E. coli 0157:H7 infection was reported which was linked to the consumption of fresh cheese
548
Growth and Survival of Microbial Pathogens in Cheese
curd, which was held for < 60 days, from a dairy plant in Wisconsin (Durch et al., 2000). Nineteen of 55 laboratory-confirmed patients had purchased cheese curds from an unrefrigerated display at the cheese plant. To be legal, cheese curds must be manufactured from pasteurized milk. Vats of raw-milk Cheddar cheese were inadvertently used to make fresh curds, which were incorrectly labelled as 'pasteurized' Cheddar cheese curd. A comprehensive risk assessment would consider, among other factors, the degree to which the consuming population is exposed to risks associated with the consumption of aged raw-milk cheeses. Cheddar cheese is produced worldwide and is therefore considered an important variety of hard cheese. The USDA, National Agricultural Statistics Service, reports that Cheddar cheese was the most popular variety of cheese produced and consumed in the US in 1999, with a production level of 2.8 billion pounds (1.2 million tonnes) or 35.4% of the total cheese produced (Anonymous, 1999c). Given that a large amount of this cheese is produced from raw or heat-treated milk, the high degree of exposure (consumption) of this product coupled with the low incidence of disease outbreaks attests to the safety of aged cheese made from raw and heat-treated milk. Table 1 summarizes outbreaks involving Cheddar cheese which have occurred since 1976. Listed in this table are confounding parameters which contributed to the presence of pathogens in the finished product and the subsequent onset of human illness.
Challenge Studies Reitsma and Henning (1996) examined the survival of E. coli 0157:H7 during the manufacture and ripening of Cheddar cheese. E. coli 0157:H7 was inoculated at two levels into pasteurized milk, 1 x 103 cfu/ml and 1 cfu/ml. The organism showed a sharp decrease in numbers over the 158-day testing period. Treatment 1 (1000 cfu/ml) showed a 2-log CFU/g reduction after 60 days of ripening; however, E. coli 0157:H7 was still present even after 158 days of ripening when viable cells were detected in four of five replicates. Treatment 2 (1 cfu/g) showed a reduction to < 1 cfu/g in 60 days, with no viable E. coli 0157:H7 detected at 158 days. As the authors state, 'the results of this study cannot predict the behaviour of heat-injured cells which could result from the pasteurization of naturally contaminating E. coli.' Further, the low salt-in-moisture content (SM) and absence of natural inhibitors present in raw milk create an artificially protective environment for E. coli 0157:H7 in pasteurized milk. The SM determines the water activity, which, in turn, dictates the potential for growth of a micro-organism in the cheese environment. The SM in that study ranged from 2.75 to
3.76% with a mean of 3.25%, whereas in normal Cheddar, the SM ranges from 4 to 6%. The low SM could have affected the results in the study of Reitsma and Henning (1996) and the authors recommend further research with Cheddar containing a higher SM to determine if similar results would be obtained with an SM more commonly encountered in Cheddar cheese. NaC1 is an important inhibitor of microbial growth in cheese. The major roles of NaC1 in Cheddar cheese are to check lactic acid fermentation after an optimum peak has been attained, reduce moisture through syneresis of the curd, suppress the growth of spoilage micro-organisms and create physical changes in cheese proteins which influence cheese texture, protein solubility and protein conformation (Fox et al., 2000; 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1). While there are no state or federal standards for the amount of salt added to Cheddar cheese, variations in salt content from 0.8 to 2% are common. The minimum aw (adjusted with NaC1) for the growth of E. coli is 0.950 (Fennema, 1985). Further, most raw milk receives some form of heat treatment, albeit subpasteurization. The combination of heat, salt and natural inhibitors could provide barriers to the survival of E. coli 0157:H7. The experimental design used by Reitsma and Henning (1996) failed to consider these potential safeguards. It is plausible that the use of pasteurized milk for cheesemaking provides E. coli 0157:H7 with a more protective environment than raw milk, thus heat treatment could create more of a problem to food safety. The authors state 'The low number of outbreaks seem to indicate that pathogens in cheese are not a major problem.' The authors further state 'treatment 1 (1000 cfu/ml) would not likely be encountered in industry because of co-mingling of milk from several or many farms, thus creating a dilution effect.' Concern is expressed about the authors' concluding statement 'The current requirement for ripening of Cheddar cheese will not assure consumers of a safe product if the cheese is made from raw milk and a pathogen such as E. coli 0157:H7 is present in the cheese at the beginning of ripening.' This statement is contradicted by the authors' own data which show that E. coli 0157:H7 present at 60 cfu/g in curd after salting was reduced to < 1 cfu/g after 60 days, even in the artificially low SM of cheeses in the study. A subsequent study by Zhang and Henning (1999) described mathematically the decline of E. coli populations during cheese ripening. The authors inoculated pasteurized whole milk with E. coli biotype 1 at populations of 100-1000/ml. The authors used a complete factorial design to investigate the effects of high- and low-level environmental factors such as moisture (34-40%), pH (5.1-5.6), temperature (4-13 ~ and salt
Growth and Survival of Microbial Pathogens in Cheese
549
Table 1 Data from outbreak investigations involving aged raw milk cheese and confounding parameters which contribute to the presence of pathogens
Number of cases
Cheese type
Confounding parameter
339 confirmed; 28 00036 000 suspected
Cheddar made from pasteurized milk
1. Raw milk did not meet standards 2. Raw milk stored 1-3 days in holding tank - no refrigeration 3. Milk filtered after pasteurization 4. Cheese pH, 5.6 5.25 instances of noncompliance with GMP Milk traced to single farm; lack of co-mingling 1. Employee manually shut down pasteurizer 2. Group II type shed by workers 1. Deficiencies in cleaning and sanitation 2. Equipment not routinely cleaned and sanitized between shredding of different cheese types from different makers 3. Cheese equipment susceptible to contamination from environment/aerosols 4. Cheese contaminated by infected workers 5. No deficiencies in pasteurization Incorrectly labelled as a pasteurized product
Date
Location
Isolate
1976
Colorado
Salmonella heidelberg
1980-1982
Ontario
Salmonella muenster
1984
4 Canadian Atlantic Provinces and Ontario
Salmonella typhimurium phage type 10, group I and II
>2700 confirmed cases
Cheddar made from pasteurized and/or heattreated milk
1989
Multistate (Minnesota, Wisconsin, Michigan, New York)
Salmonella javiana and Salmonella oranienburg
164
Shredded cheese
1999
Raw-milk Cheddar
E. coil 0157:H7
concentration (0.8-1.7%) on survival of E. coli. Temperature and pH were found to have the most significant impact on survival, and there was no significant interaction among the four parameters studied. Salt concentration within the ranges used in this study (0.8-1.7%) was found to have no impact on survival of E. coll. Teo and Schlesser (2000) examined the survival of three groups of bacteria in raw-milk Cheddar cheese during cheesemaking and ripening; naturally occurring
Fresh cheese curd held for <60 days
Reference Fontaine et al., 1980
Wood et aL, 1984 Bezanson et aL, 1985; D'Aoust et aL, 1985
Hedberg et aL, 1992
Durch et aL, 2000
coliforms, a streptomycin-resistant strain of E. coli K12 (ATCC 35695) and E. coli 0157:H7. Populations of naturally occurring coliforms present at levels of ---105 cfu/ml experienced a l-log reduction after 60 days of aging at 7 ~ and a further 3-4-1og reduction after 180 days (Teo and Schlesser, 2000). In contrast, E. coli K12 populations exhibited a less than l-log reduction during 60 days of aging, and only a 1-2-1og reduction by 90 days. Similar results were recorded with a five-strain
550
Growth and Survival of Microbial Pathogens in Cheese
cocktail of E. coli 0157:H7 where populations declined by 1 log following 60 days at 7 ~ and by 1-2-logs following 90 days at the same temperature. A number of questions are raised by the data presented by Teo and Schlesser (2000). The coliform levels used were extremely high, and, in practice, such levels would raise concerns about raw milk quality. The FDA has set standards for ETEC and E. coli in cheese at levels of 103 and 104 cells/g, respectively (Anonymous, 1998). Thus the cheese produced by Teo and colleagues did not comply with these standards, and further, exceeded these standards by 103-104/ml as shown in their Figure 6 where initial populations of E. coli 0157:H7 exist at approximately 5 • 107/ml. This study has a biased objective, to 'confirm prior work that suggests 60-day aging inadequate to protect public health.' Figure 2 presented in the paper documents a decline in populations over time, thus if a reasonable starting population of 1-10 E. coli 0157:H7 were used, no viable cells should be present following aging. Studies by Ryser and Marth (1987a,b,c) examined the fate of L. monocytogenes during the manufacture of Cheddar, Camembert and Brick cheeses. Rapid growth to populations of 5 • 107 cfu/ml is observed in Camembert cheese, in which the pH normally increases during ripening, thereby creating a favourable growth environment for listeria (Ryser and Marth, 1987a). In contrast, listeria populations show a marked decline in viable population levels during the ripening of Cheddar cheese. However, population levels do not decline to undetectable levels. Current US regulations call for cheese made from raw or sub-pasteurized milk to be ripened at 1.7 ~ (35 ~ for at least 60 days prior to sale. Ryser and Marth (1987b) have shown that aging alone will not ensure the production of listeria-free Cheddar cheese. This stated, it is clear, that the greatest threat posed to the safety of cheese is due to post-process environmental contamination with listeria. While outbreaks of illness have resulted from the presence of L. monocytogenes in softripened and Hispanic-style cheeses (Linnan et al., 1988), no outbreaks of listeriosis have been reported as a result of survival of listeria in cheese aged for a minimum of 60 days. Genigeorgis et al. (1991) evaluated the ability of 24 types of market cheeses to support the growth of L. monocytogenes. Cheeses able to support growth included soft Hispanic-type cheeses, Ricotta, Teleme, Brie, Camembert and Cottage cheeses (pH range, 4.9-7.7). Cheeses which did not support growth, and which resulted in the gradual death of L. monocytogenes, included Cotija, Cream, Blue, Monterey Jack, Swiss, Cheddar, Colby, String, Provolone, MOnster, Feta and Kasseri (pH range, 4.3-5.6). A correlation was observed between the growth of listeria in cheeses having a pH of greater than 5.5, and in cheeses which were manufactured without a starter culture.
Approximately 80% of the cheeses made in Switzerland are manufactured from raw milk. However, the term 'raw milk cheese' as applied to Swiss cheese is a misnomer because Swiss cheese receives an extensive heat treatment during manufacture. Bachman and Spahr (1995) assessed the safety of Swiss hard and semi-hard cheeses made from raw milk. These authors inoculated Aeromonas hydrophila, Campylobacter jejuni, E. coli, L. rnonocytogenes, Pseudomonas aeruginosa, Salmonella spp., Staph. aureus and Yersinia enterocolitica into raw milk at levels ranging between 104 and 106 cfu/ml for the manufacture of hard (Swiss-type) and semi-hard (Tilsit-type) cheese. In the hard cheese, no pathogens were detected beyond 1 day. This was attributed to the curd-cooking temperature of 53 ~ (127.4 ~ for 45 min and 42 ~ (107.6 ~ for 15 min for Swiss hard and semi-hard cheeses. Further, the rapid decrease of the redox potential of Swiss cheese is likely to impart additional inhibitory effects. Pathogens were found to survive longer in the semi-hard than in the hard cheese. After 90 days of aging at 11-13 ~ when ripening was complete, all pathogens except L. monocytogenes were below detectable limits. Growth of L. monocytogenes was not observed in the interior of the cheese, but they grew well on the cheese surface. Thus, manufacturing parameters used in the production of semihard cheese are bacteriostatic, not bacteriocidal, for L. monocytogenes. Based upon these studies, the Swiss dairy industry has adopted a listeria-monitoring programme for cheese and other dairy products. The synergistic effects of active antimicrobial enzyme systems in raw milk coupled with antagonistic effects of starter cultures, fast acidification, inhibitory effects of lactic acid and high curd-cooking temperatures render a microbiologically safe hard cheese when produced under good manufacturing practices. Spahr and Schafroth (2001), in studies which examined the fate of Mycobacteriurn avium subsp, paratuberculosis, recorded pH values associated with Swiss hard and semi-hard cheese manufacture. After 24 h, cheeses manufactured under these curd-cooking conditions reached a pH value of 5.3 in hard cheese and 5.2 in semi-hard cheese, and these pH conditions remain for 10 days for hard cheese and 25 days for semi-hard cheese. Further, the rapid decrease of the redox potential of Swiss cheese likely imparts additional inhibitory effects. The synergistic effects of active antimicrobial enzyme systems in raw milk coupled with antagonistic effects of starter cultures, fast acidification, inhibitory effects of lactic acid and high curd-cooking temperatures render a microbiologically safe hard cheese when produced under good manufacturing practices. Pellegrino and Resmini (2001) examined the safety of the Italian hard cheeses, Grana Padano and Parmigiano Reggiano. The authors noted several parameters
Growth and Survival of Microbial Pathogens in Cheese
associated with these cheeses which contribute to their microbiological safety; (1) cooking of cheese curd to a temperature between 53 and 56 ~ for 15-20 min, with a total holding time of up to 85 min at these temperatures, (2) moulding of the cheese, whereby it is held at temperatures of 52 ~ (126 ~ and 56 ~ (133 ~ for at least 10 h at pH 5.0, (3) brine-salting of the cheese which lowers the aw to 0.9 and (4) extended ripening for periods of 9 months (Grana Padano) to 12 months (Parmigiano Reggiano) which promotes a further decrease in the aw to levels inhibitory for growth of bacterial pathogens. Resmini and Pellegrino (1996) demonstrated that the high-temperature-low-pH conditions occurring within Grana cheeses, which they describe as self-pasteurization, result in the inactivation of alkaline phosphatase, except within the outermost 3-4-cm layer. However, in this outer layer the SM ranges between 8 and 24% in the ripened cheese and the aw is close to 0.8. Staph. aureus, which is more tolerant of low aw, cannot survive below an ave of 0.86 and can produce toxins only above an aw of 0.90 (Sperber, 1983). Pecorari et al. (2001) examined the fate of pathogens during the production and ripening of Parmigiano Reggiano cheese. E. coli, S. typhirnurium, Staph. aureus and L. rnonocytogenes were inoculated into raw milk at levels ranging between 104 and 106 cfu/ml. None of the inoculated pathogens were detected 24 h after cheesemaking, confirming that the cheesemaking conditions of Grana cheeses do not support pathogen growth or survival. These results are consistent with those obtained by Yousef and Marth (1990) who reported a rapid decline of L. monocytogenes from an initial level of ---104g of Parmesan cheese to undetectable levels within 14-112 days of ripening. These authors attributed the decline of L. monocytogenes viability in Parmesan cheese to the following p a r a m e t e r s - addition of lipase (for US Parmesan) for flavour development, heat treatment of the curd and reduction in moisture content (aw) during ripening. Battistotti (1995), in an analysis of more than 100 samples of mature Italian Grana cheeses, failed to detect salmonella, Staph. aureus, L. monocytogenes, coliforms or enterococci, further confirming the microbiological safety of hard Italian cheeses. The results of the aforementioned challenge studies are summarized in Table 2. Most studies, which show the survival of pathogens, have been based on the use of pasteurized milk rather than raw milk in the experimental design. The growth rate of listeria (and presumably other pathogens) in milk is a function of the degree and extent of heat treatment. The fastest rate of growth is observed in UHT milk, followed in turn by HTST, heat-treated and raw milks (Northolt et al., 1988; Rajikowski et al., 1994). Therefore, challenge studies, which assess the survival of pathogens when
551
inoculated into pasteurized milk, may overestimate survival during 60 days of aging. The UK Institute of Food Science and Technology (IFST) has stated that the total health risk to the consumer is less from cheese made from pasteurized milk than from cheese of similar composition made from unpasteurized milk (IFST, 2000). Alternative hypotheses could be offered, including consideration that the use of raw milk provides protective effects from pathogens in milk and that post-pasteurization environmental contamination poses a far greater threat to the safety of cheese. As a result, the use of pasteurized milk in cheesemaking may provide an environment, which provides for optimal growth of pathogens whereas, in raw milk, the normal flora and natural inhibitors provide a margin of control over pathogen growth. In fact, a study conducted by Rudolf and Sherer (2001) showed a higher incidence of L. rnonocytogenes in cheeses made from pasteurized milk (8%) than in cheese made from raw milk (4.8%). Phage typing of isolates revealed persistent listeria contamination within dairy plant environments for periods of weeks to several months and documented cross-contamination within the plant environment as a significant factor associated with the contamination of cheese. The recommendation for mandatory pasteurization may ultimately lead to use of milk of inferior quality for cheesemaking. Pathogens harboured in this inferior quality milk can be transported to a processing facility and become established as environmental pathogens. A wiser strategy may involve routine testing of incoming lots of raw milk and working with producers when infected animals are identified to allow treatment and confinement of animals to control infectious disease. There is no evidence in the literature to support the view that cheese made from raw milk where pathogens are not present is a dangerous food. Thus, raw milk screening coupled with the use of good manufacturing practices to control environmental contamination during cheesemaking may be the most effective control strategy to improve the safety of aged cheese. The US FDA has recently stated 'a review of the literature relating to the potential for growth of pathogens in hard cheeses that are aged for at least 60 days shows that such growth is not likely to occur because of the combined effect of decreased pH, decreased water activity, and possibly other factors inherent to these cheeses' (Anonymous, 1999d). Although survival during aging is possible, the FDA cited a considerable body of evidence which showed that certain cheeses do not support the growth of pathogens during the aging process and subsequent storage. Both facultative and obligate heterofermentative lactobacilli have been isolated from Cheddar cheese, such as Lactobacillus casei, Lb. paracasei, Lb. plantarum, Lb.
552
Growth and Survival of Microbial Pathogens in Cheese
Table 2
Results of selected challenge studies which examine the fate of pathogens in raw milk cheeses and parameters which promote survival/decline of pathogens
Reference
Cheese type~pathogen
Milk inoculation levels
Reitsma and Henning, 1996
Cheddar/E. coil 0157"H7
1 cfu/ml and 1000 cfu/ml
No survival at 1 cfu/ml" Survival at 1000 cfu/ml
Ryser and Marth, 1987b
Cheddar/ L. monocytogenes
5 • 102 cfu/ml
Survival during aging at 6 or 13 ~
leo et aL, 2000
Cheddar/E. coil 0157:H7
105/ml
l-log decrease
Bachman and Spahr, 1995
Swiss hard/ semihard Aeromonas, Campylobacter, E. coil, L. monocytogenes, P. aeruginosa, Salmonella, Staphylococcus, Yersinia Italian Grana
104-106 cfu/ml
No detection of pathogens beyond 1 day
Parmesan/ L. monocytogenes
104-105 cfu/ml
Pellegrino and Resmini, 2001
Yousef and Marth, 1990
60 days of aging
Undetectable
Factors promoting survival~decline Cheese manufactured from pasteurized milk; low salt levels Decline in populations after 35 days of storage E. coil populations in cheese exceeded FDA standards Cook at 53 ~ redox potential
Curd cooked at 53-56 ~ brine-salting, extended ripening to lower aw Addition of lipase, heat treatment of curd, reduction of aw
SMP, Skim Milk Powder.
casei subsp, pseudoplantarurn, Lb. curvatus, Lb. brevis, Lb. rhamnosus and unclassified strains (Broome et al., 1990; Jordan and Cogan, 1993; McSweeney et al., 1993; Fitzsimons et al., 1999; Fox et al., 2000; Tammam et al., 2000). These are usually termed the non-starter lactic acid bacteria (NSLAB; see 'The Microbiology of Cheese Ripening', Volume 1). Lactobacilli are usually present at low numbers (<50/g) in cheese immediately after manufacture, but grow at a temperature-dependent rate during ripening and eventually become the dominant viable micro-organisms in cheese, reaching a population of 107 cfu/g in 10-60 days. The NSLAB population decreases with storage and usually approach 5 • 106 cfu/g after one year (Prentice and Brown, 1983). Conditions, which dictate the rate and extent of growth of NSLAB in cheese, include pH, moisture content, salt concentration and ripening temperature (Martley and Crow, 1993). In commercially produced cheese, NSLAB may originate from raw milk, postpasteurization environmental contamination and/or ingredients. These organisms may well offer a protective effect against the growth of pathogens and this role
should be studied as this may be a positive contribution of raw milk to the safety of raw-milk Cheddar cheese, consistent with competitive exclusion theories which have helped to advance the safety of products such as poultry. A lower total bacterial load in raw milk entering the pasteurizer results in a lower total bacterial count in pasteurized milk, but after 10-16 h, an increase in the number of NSLAB still occurs.
Growth and Survival of Bacterial Pathogens in Soft and Semi-Soft Cheeses Legitimate concerns can be raised regarding the safety of soft and semi-soft cheeses manufactured from raw milk, as well as high-moisture, low-sah aged cheeses. An outbreak of food-borne listeriosis linked to cheese was reported by Bille et al. (1992). This outbreak occurred in Vaud, Switzerland, and was linked to the consumption of Vacherin Mont D'Or cheese. A total of 122 cases during the period 1983-1987 were reported. The normal endemic rate of listeriosis in Switzerland is 5-10 cases/million persons. During the outbreak
Growth and Survival of Microbial Pathogens in Cheese 553 period, the rate of listeriosis rose to 50 cases/million persons. Sixteen cases were reported in 1983, 24 in 1984, 13 in 1985, 28 in 1986 and 41 in 1987. A mortality rate of 28% was associated with these cases. Of the clinical isolates available from the epidemic period, 111 of 120 (93%) were serotype 4b of two unique phage types, and 85% of these strains matched the epidemic phage types isolated from Vacherin Mont D'Or cheese. L. monocytogenes in Mexican-style cheese has been responsible for two major outbreaks of food-borne disease in the US. Mexican-style cheeses comprise a range of cheese products which include Queso Blanco, Quesco Fresco, Panela Ranchero, Queso de Hoja and soft Hispanic cheese (Bohon and Frank, 1999). These cheeses do not have a standard of identity, and most are coagulated and using rennet, may have added organic acids (citric, acetic and lactic); usually a lactic starter culture is not used (Bohon and Frank, 1999). The first documented link between cheese consumption and an outbreak of listeriosis was reported in California in 1985. Jalisco brand Mexican-style cheese was implicated as the vehicle of infection (Linnan et al., 1988). A total of 142 cases involving 93 pregnant women or their offspring and 49 non-pregnant, immuno-compromised adults were documented in Los Angeles County, CA. Forty-eight deaths were recorded, giving a mortality rate of 33.8%. The majority of afflicted individuals (62%) were pregnant Hispanic women. Although an additional 160 cases occurred in other parts of California, for logistical reasons, the study reported by Linnan et al. (1988) was limited to Los Angeles County. In this outbreak, the cheese was most likely manufactured from a combination of raw and pasteurized milks, and the cheese plant that manufactured the incriminated cheese was found to harbour listeria as an environmental contaminant. The epidemic strain in this outbreak was a serotype 4b, and this serotype was recovered from unopened packages of Queso Fresco and Cotija Mexican-style cheese. An outbreak of listeriosis associated with homemade, Mexican-style, fresh, soft cheese occurred in North Carolina between October 2000 and January 2001 (Boggs et al., 2001). The outbreak involved 12 cases, consisting of 10 pregnant women, 1 post-partum female and a 70- yea>old immuno-compromised male. The 11 women, upon hospital admission, reported symptoms of fever, chills, headache, abdominal cramps and vomiting. The cheese implicated in the outbreak was purchased from door-to-door vendors. L. monocytogenes isolates obtained from nine patients, three cheese samples from two stores, one cheese sample from a patient's home and one raw milk sample from a dairy all had indistinguishable PFGE patterns, indicating a common link. It is important to note that the manufacturing con-
ditions in this outbreak would not be those encountered in a licensed, inspected commercial cheese-processing facility. Microbiological surveys of raw milk conducted in the US have shown the presence of L. monocytogenes in 1.6-7% of samples. This incidence is similar to that in Canadian (1.3-5.4%) and Western-European (2.5-6.0%) raw milks. In the recently released Health and Human Services (HHS) and USDA listeria Risk Assessment and listeria Action Plan, USDA and FDA advise pregnant women, older adults and people with weakened immune systems that 'Cheeses that may be eaten include hard cheeses, semi-soft cheeses such as Mozzarella, pasteurized processed cheeses such as slices and spreads, Cream cheese and Cottage cheese.' However, persons in these risk groups are advised 'do not drink raw (unpasteurized) milk or eat foods that contain unpasteurized milk.' This advice may be ambiguous with respect to aged rawmilk cheeses (Anonymous, 2001).
Stress Adaptation of Pathogens and Impact upon Cheese Safety Over the past several years, microbiologists who study stress adaptation in bacterial pathogens are aware of genetic mechanisms which allow a number of Grampositive and-negative bacteria to adapt to hostile environments. Rpos is a sigma factor which is thought to allow induction of specific stress-related components in tolerant isolates. The rpos-regulated proteins enhance acid tolerance and cross-protect E. coli 0157:H7 against subsequent heat and salt challenges. The acid-tolerance response (ATR) gene encodes for the ability to withstand lethal pH conditions following adaptation to sublethal pH in L. rnonocytogenes, S. typhimuriurn, E. coli and A. hydrophila. These mechanisms play a role in predicting the fate of pathogens in acidic foods. Acid adaptation increases the general resistance, including acid tolerance, of L. monocytogenes, S. typhirnuriurn and E. coli, so that they survive better in both acidic and fermented foods than unadapted cultures. These findings have important implications for the safety of hard cheeses that are aged for at least 60 days where the combined effects of pH, salt and decreased aw dictate potential for pathogen survival. Leyer and Johnson (1992) inoculated the surfaces of commercially produced cheeses with adapted and nonadapted S. typhimuriurn at an initial level of 104/ml. Acid-adapted salmonella survived in Cheddar cheese through 74 days of storage at 5 ~ under aerobic storage compared with non-adapted salmonella, which were not detected after 14 days. In Swiss cheese, end products such as propionate and acetate produced by propionic acid bacteria were found to inhibit salmonella.
554
Growth and Survival of Microbial Pathogens in Cheese
Dineen etal. (1998) examined the persistence of E. coli 0157:H7 in fermented dairy products (yoghurt). The authors concluded that post-processing contamination of fermented dairy products with E. coli 0157:H7 represents the greatest potential health hazard to humans. Those strains of E. coli 0157:H7 which possessed the rpos system appeared to contribute most effectively to bacterial survival under moderately lethal conditions, but did not appear to play much of a role in survival under sub-lethal conditions. The authors offered the following recommendations: (i) coliforms, including E. coli 0157:H7, may be present in raw milk, (ii) coliforms are destroyed by pasteurization, (iii) the primary objective of a comprehensive sanitation programme should be to prevent recontamination of pasteurized products and (iv) the presence of active starter cultures may help minimize the presence of bacterial pathogens in finished products. L. monocytogenes is able to withstand low pH following sub-lethal exposure to acidic conditions (O'Driscoll et al., 1997). According to Chawla et al. (1996) and Chen et al. (1997), temperature and acidity had a significant effect on the fate of acid-injured L. monocytogenes, with complete repair occurring at pH >6.6. At pH values <5.6 (which are typically found in Cheddar cheese), refrigeration temperatures were bacteriostatic, whereas higher temperatures were bacteriocidal. These findings are consistent with those reported by Ryser and Marth (1987b) where L. monocytogenes was inactivated faster in Cheddar cheese ripened at 13 ~ versus 6 ~ Since repair of sub-lethal injury requires optimal conditions, decreased survival of sub-lethally injured bacteria in Cheddar cheese would be expected due to low pH and high salt conditions. Mathew and Ryser (2002) assessed the ability of sublethally heat-injured L. monocytogenes cells to compete with a commercial mesophilic lactic acid starter culture during fermentation of UHT milk. L. monocytogenes strains were heat-injured by two treatments (low heatinured (LHI) and high heat-injured (HHI)) to yield greater than 99% injury. The UHT milk was inoculated to contain 104-106 LHI, HHI or untreated L. monocytogenes together with 0, 0.5 or 2% of a commercial Lactococcus lactis subsp, lactis/Lc, lactis subsp, cremoris starter. While listeria populations grew to levels of approximately 109 cfu/ml after 8 h of fermentation, after 24 h, 93% of the non-iNured control population became injured. In starter-free controls, >80% of both HHI and LHI cells were repaired within 10 h of incubation. These findings document the suppression of listeria growth by the starter culture which causes microbial injury, resulting in cells which are unable to grow or express pathogenicity. The potential of listeria and other pathogens to become inactivated and/or sub-lethally
injured during cheesemaking should be investigated. The combined effects of acid production by starter cultures, salt and mild heat alone or in combination all have the potential to injure bacterial pathogens such as L. monocytogenes, E. coli and salmonella. These interactive effects could provide an explanation for the remarkable safety record of aged raw-milk cheese.
Improvement in Cheese Safety Utilization of more sensitive methods for the detection of pathogens existing at low levels in Cheddar and aged raw-milk cheeses could do much to assure cheese safety. Baylis et al. (2000) compared the Oxoid Ltd SPRINT salmonella system (Oxoid, Ltd) against the ISO 6579:1993, Qualicon BAX PCR (Wilmington, DE, USA), bioMerieux VIDAS (Hazelwood, MO, USA) and Tecra Unique methods (Willoughby, NSW, Australia). The SPRINT system was developed for the rapid detection of low levels of injured salmonella in foods. This system utilizes an enrichment broth that contains a specifically developed peptone that allows consistent and rapid recovery of injured salmonella cells, coupled with a Recovery Supplement which contains an Oxyrase | Enzyme System that assists recovery through reduction in oxidative stress of the medium. After 5 h of incubation, selective agents are added to the medium. When tested with ice cream and skimmed milk powder containing low levels of heat-injured S. typhirnurium, the SPRINT method was superior (61% confirmed positive samples) to the ISO (37% positive), BAX (36% positive), VIDAS (30% positive) and Tecra (25% positive) methods. Similar improvements have been advanced by Pritchard and Donnelly (1999) for recovery of injured listeria in dairy products, where continuing work on enrichment of dairy environmental samples at the University of Vermont (UVM) and listeria Repair Broth (LRB) has shown that combining these two primary enrichment media into a single tube of Fraser broth for secondary enrichment yields a significantly higher (p<0.05) percentage of listeria-positive samples than when either LRB or UVM is used alone. Altekruse et al. (1998) stated that 'Because of inherent problems of statistical sampling of foods for microbial pathogens (ICMSE 1986), end-point testing may not assure the safety of cheese. These problems are amplified when organisms are present in small numbers below the sensitivity of the test or when there is intermittent contamination and the tested specimens do not contain pathogens.' Raw ingredient testing, i.e., screening of the raw milk supply, may overcome these shortcomings. In recent years, cheese and cheese products have been recalled due to the presence of pathogenic bacteria
Growth and Survival of Microbial Pathogens in Cheese
such as salmonella, L. monocytogenes and E. coli. In some instances, cheeses, both domestic and imported, have been linked to outbreaks of human illness. In November 1998, the FDA issued the Domestic and Imported Cheese and Cheese Products Food Compliance Program (Anonymous, 1998). The objectives of this programme are for the FDA to conduct inspections of domestic cheese firms, to examine samples of imported and domestic cheese for microbiological contamination, the presence of phosphatase, and filth and to take appropriate regulatory action when violations are encountered. Target pathogens for analysis include L. monocytogenes, salmonella, E. coli (ETEC), enterohemorrhagic E. coli 0157:H7 and Staph. aureus. Under this initiative, direct reference seizure or detention of cheese based on the presence of L. monocytogenes is authorized. It should be noted that ETEC analysis is performed only if E. coli is present at > 104 cfu/g. A review of the FDALs Product Recalls, Alerts and Warnings Archive (http://www.fda.gov/oc/po/firmrecalls/archive.html) for the calendar years 1999, 2000 and 2001 revealed several recalls due to the presence of L. rnonocytogenes in cheese, one recall involving E. coli contamination of Blue and Gorgonzola cheeses, and one recall involving salmonella contamination of Mexican White cheese. The strain of E. coli identified was not 0157:H7. Listeriacontamination appears to be a function of post-process contamination. In no instance during this period were aged cheeses made from raw milk the subject of a recall.
Future Research and Conclusions A number of gaps in the scientific literature have been identified as a result of this review. Future research is suggested in a number of areas: 1. Fully explore the impact of pasteurization of milk on the microbial ecology of cheeses aged for more than 60 days. Does pasteurization increase the susceptibility of cheese to the growth of pathogens introduced via post-processing contamination? 2. Evaluate the potential for survival of S. typhimurium DT 104 intentionally added at low levels (10 and 100 cfu/ml) to raw milk destined for aged raw-milk cheesemaking. 3. Evaluate improved microbiological methods for rawmilk screening and aged raw-milk cheese analysis. 4. Understand the contributions of microbial injury to the interactive effects of salt, pH and mild heat in the suppression of growth of listeria, E. coli and salmonella. Do acid-adapted cultures of these microbial species show enhanced ability to persist in aged raw-milk cheese by withstanding salt, aw
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and mild heat conditions encountered during aged raw-milk cheesemaking? 5. Develop microbiological criteria for raw milk destined for aged cheesemaking by setting tolerance limits for coliforms, E. coli, ETEC, enterohemorrhagic E. coli 0157:H7, salmonella, L. monocytogenes and Staph. aureus. Explore the impact of utilization of raw milk with stringent microbiological standards on the safety of raw-milk cheese. 6. Explore the development of risk reduction procedures and practices at both the primary production level (milk screening) and the cheese production level to improve the safety of aged raw-milk cheese. Aged cheeses made from raw milk are microbiologically safe when manufactured under conditions that use milk-screening procedures, GMPs and HACCP. The raw and heat-treated aged cheese issue is not unlike the listeria and potential for survival during pasteurization issue, which confronted the dairy industry in the 1980s. There was a body of scientific evidence which indicated that listeria was able to survive the pasteurization process. Through careful research and analysis over a period of years, it was established that pasteurization, in fact, offered adequate public health protection and that the greatest risk from listeria posed to dairy products was the threat of post-processing contamination. Careful investigation of the safety of aged, raw-milk cheeses may indicate that raw milk provides protective effects from pathogens in milk and that environmental contamination poses a far greater threat to the safety of cheese. This issue deserves the benefit of full study, careful evaluation of published research information and new research to fully assess all potential risks and benefits.
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Toxins in Cheese N.M. O'Brien and T.P. O'Connor, Department of Food and Nutritional Sciences,
University College, Cork, Ireland J. O'Callaghan and A.D.W. Dobson, Department of Microbiology, University College, Cork, Ireland
Biogenic A m i n e s and M y c o t o x i n s In this chapter, we will discuss the formation of toxic compounds, such as biogenic amines and mycotoxins, in cheese. Both these classes of compounds have been reported to be present in cheese and are produced as a result of the activity of micro-organisms, both fungi and bacteria, either in the raw materials used in cheese manufacture or during the production and storage/ripening process. The factors that affect the formation of biogenic amines and mycotoxins will be discussed, together with their occurrence and potential toxic effects.
Biogenic A m i n e s Biogenic amines are non-volatile, low molecular mass aliphatic, alicyclic or heterocyclic organic bases which cause physiological effects (Davidek and Davidek, 1995). Typically, they originate in foods from the decarboxylation of specific amino acids. Decarboxylation can occur due to indigenous decarboxylases in foods or to decarboxylases produced by microorganisms in the food. Biogenic amines are found in a variety of foodstuffs, most commonly fish of the families Scombridae and Scombereoscidae, but also in cheese (Maga, 1978; Smith, 1981; Chang et al., 1985; McCabe, 1986;Joosten, 1988; kopez-Glaria et al., 2001; Innocente and D'Agostin, 2002). In cheese, biogenic amines are produced by decarboxylation of amino acids during ripening (see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1). Levels produced vary as a function of ripening period and microflora (Renner, 1987; Leuschner et al., 1998). High levels of biogenic amines are most likely to be detected in cheeses heavily contaminated with spoilage micro-organisms (Joosten, 1987). The principal biogenic amines detected in cheese are histamine, tyramine, tryptamine, putrescine, cadaverine and phenylethylamine (El Sayed, 1996; Roig Sagues et al., 1998; Vale and Gloria, 1998; Novella-Rodriguez et al., 2000; Finoli et al., 2001a). Roig Sagues et al. (1998) reviewed the literature on the concentrations of histamine and
tyramine and other biogenic amines reported in cheese (Table 1). The ingestion of biogenic amine-containing foods may cause adverse toxic reactions (Stratton etal., 1991). Some of the biogenic amines have vasoactive properties (e.g., histamine, tyramine, phenylethylamine, tryptamine) while others act primarily by inhibiting histamine-detoxifying enzymes, e.g., the putrefactive amines, putrescine and cadaverine (Hui and Taylor, 1985).
Histamine Histamine has been reported to exert a wide range of effects in the body (Taylor et al., 1984). It stimulates both the sensory and the motor nerves, modulates gastric secretion and stimulates both vascular and extravascular smooth muscle. Histamine toxicity can result in a wide variety of symptoms such as rash, urticaria, inflammation, nausea, vomiting, diarrhoea, abdominal cramping, hypotension, tingling sensations, flushing, palpitations and headache (Taylor, 1986; Bartholomew et al., 1987). In general, toxic symptoms are relatively mild and many patients may not need medical attention. Thus, the exact prevalence of histamine toxicity worldwide is unclear. The prevalence of cheese-related toxicity is also unclear although, as discussed below, several incidences have been reported in the literature. Taylor (1986) comprehensively reviewed the toxicological and clinical aspects of histamine toxicity. He noted that the most common effects of histamine are on the cardiovascular system, causing dilation of peripheral blood vessels, capillaries and arteries with resultant hypotension, headache and flushing. Abdominal cramping, vomiting and diarrhoea may be related to histamine effects on H1 receptors. Urticaria may also be related to the interaction of histamine with H1 receptors, resulting in sensory and motor neuron stimulation. However, for most individuals, ingestion of even large concentrations of biogenic amines, such as histamine, does not elicit symptoms of toxicity since they are rapidly converted to aldehydes by monoamine
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
562
Toxins in Cheese
Table 1
Concentration (mg/kg) of biogenic amines in different cheeses*
Cheese
Histamine
Tyramine
Tryptamine
Em mental Blue cheese Camembert Dutch (Edam and Gouda) Cheddar Parmesan
69-650 3-910 nd-480 nd-450
0-917 40-1100 < 10-210 <0.1-670
nd-1100 nd-60 nd-200
nd-2120 nd-293
nd-1530 85-280
nd-300
Phenylethylamine
Putrescine
Cadaverine
<0.1 10
<0.5 44
16 42
<0.1
7-20
17-48
nd-300
* Adapted from Roig Sagues et aL (1998). nd, not detected.
oxidase (MAO) and diamine oxidase (DAO) and then to carboxylic acids by oxidative deamination (Edwards and Sandine, 1981). These enzymes, present in the gastrointestinal tract, may prevent/reduce the absorption of unmetabolised histamine into the bloodstream (Taylor and kieber, 1979; Lyons et al., 1983; Hui and Taylor, 1985). However, if the activities of MAO and DAO are impaired due to a genetic defect or the presence of potentiators such as food-borne putrefactive amines (e.g., putrescine, cadaverine) or pharmacologic agents (e.g., isoniazid), adverse reactions may occur on ingestion of biogenic amines (Rice et al., 1976; Diamond et al., 1987; Joosten, 1988). Putrescine and cadaverine have been reported to inhibit two histamine-detoxifying enzymes, DAO and histamine N-methyhransferase (HMT) (Hui and Taylor, 1985). Taylor and Sumner (1986) noted that many bacteria, especially Enterobacteriaceae, are capable of producing putrescine and cadaverine as they possess ornithine decarboxylase and lysine decarboxylase. Stratton et al. (1991) noted that putrefactive amine potentiators of histamine toxicity are usually formed by bacteria other than those responsible for histamine production since only relatively few bacteria possess histidine decarboxylase. Tyramine, tryptamine and phenylethylamine can also act as potentiators. Tyramine inhibits MAO, tryptamine inhibits DAO and phenylethylamine inhibits both DAO and HMT. Joosten (1988) reported that tyramine is the only inhibitor, of MAO and DAO, present in significant quantities in cheese. The anti-tuberculosis drug, isoniazid, inhibits histamine-metabolising enzymes and has been reported to result in histamine poisoning in conjunction with cheese consumption (Smith and Durack, 1978; kejonc etal., 197'9; Uragoda and kodha, 197'9). Other drugs administered as antidepressants, antihistamines or antimalarials can sometimes inhibit histamine-metabolising enzymes (Stratton et al., 1991).
Histamine is a normal constituent of the body; it is formed from histidine by a pyridoxal phosphatedependent decarboxylase and modulates several important bodily functions (Douglas, 1980). The concentration of histamine in the blood is strictly regulated. Orally administered histamine causes poisoning only when regulatory mechanisms fail to counteract the ingested dose, i.e., caused by consumption of a very high dose or inhibition of histamine-metabolising enzymes. Oral ingestion of up to 1 mmol ('--100 mg) of histamine does not elicit toxic symptoms in normal individuals (Motil and Scrimshaw, 1979). However, vasodilation and increased heart rate result following intravenous administration of 0.07 ~mol histamine, demonstrate the important detoxifying role of intestinal histaminemetabolising enzymes. Factors influencing formation of histamine and other biogenic amines
The presence of histamine-producing bacteria in foods such as cheese is a key factor in histamine formation. Enterobacteriaceae is the main family implicated in histamine production. However, Clostridium, Lactobacillus and some strains of Klebsiella, Morganella and Hafnia have also been reported to possess histidine decarboxylase, and hence are potential histamine producers (Sakabe, 1973; Taylor et al., 1978, 1979; Taylor, 1986; Marino et al., 2000). Low concentrations of free histidine are present in milk. However, proteolysis during cheese ripening can liberate large amounts of histidine (Hinz et al., 1956). Histamine formation can be controlled primarily by good hygienic practices and by low storage temperatures. Joosten (1988) reported that lactobacilli play a significant role in histamine formation in Gouda cheese; he reported that ripening temperature, pH and salt concentration influence the ability of Lactobacillus to produce histamine in cheese. Ripening for one year at 21 ~ resulted in 6.8 mmol histamine/kg cheese compared to 2.2 mmol/kg cheese after 1 year at 9 ~
Toxins in Cheese
6.5 mmol histamine/kg cheese was detected after 2 weeks of ripening when the pH was 5.39 whereas only 3.4 mmol/kg was detected when the pH was 5.19. A high salt concentration in the Gouda (salt-in-moisture, 4.8%) resulted in 3.5 mmol histamine/kg cheese while a salt-in-moisture of 2.6% resulted in 2.1 mmol histamine/kg cheese. Chambers and Staruszkiewicz (1978) reported that higher levels of biogenic amines are formed in cheese made from pasteurised milk than in raw milk cheese. It appears that bacteria responsible for biogenic amine formation are present in milk prior to processing rather than as post-processing contaminants. Thus, adherence to high standards of cleanliness during milk production can play a role in reducing the formation of biogenic amines in cheese. Storage temperature also appears to play a role in histamine formation in cheese. Elevated storage temperature increases the potential for histamine formation in cheese, particularly if significant numbers of bacteria with decarboxylase activity are present (Sumner et al., 1985). As noted earlier, increasing the storage temperature for Gouda cheese from 9 to 21 ~ results in higher histamine levels (Joosten, 1988). Enhancing proteolysis during cheese ripening by addition of proteolytic enzymes has been reported to increase the concentration of biogenic amines in cheese (Leuschner et al., 1998; Fernandez-Garcia et al., 2000). Biogenic amines in cheese
Only a few cases of histamine poisoning due to cheese consumption have been reported in the literature. Gouda containing 85 mg histamineYl00 g cheese was implicated in an outbreak in Holland (Doeglas et al., 1967). Salt-tolerant lactobacilli, which contaminated the rennet, were considered the most likely factor responsible for the high levels of histamine (Stadhouders and Veringa, 1967). Cheese-related histamine poisoning has also been reported in the United States. In 1978, 38 people exhibited symptoms of toxicity following consumption of Swiss cheese containing more than 9 mmol/kg of histamine (Chambers and Staruszkiewicz, 1978), and in 1980, 6 people aboard a naval ship were poisoned by Swiss cheese containing 16.8 mmol/kg of histamine (Taylor et al., 1982). An individual in Canada being treated with isoniazid exhibited toxicity after consuming Cheddar containing 4 0 m g histamine/100 g (Kahana and Todd, 1981). Similar reactions to histamine-containing cheese by individuals taking isoniazid have been reported by Uragoda and Lodha (1979) and Taylor
(1986).
563
Swiss cheese was implicated in an outbreak of histamine poisoning reported by Sumner et al. (1985). A strain of Lactobacillus buchneri, which possessed histidine decarboxylase activity, was isolated from the cheese. However, other strains of Lb. buchneri did not possess this enzyme activity and were incapable of producing histamine. Recsei and Snell (1982) reported that a strain known as Lactobacillus 30a, which closely resembled Lactobacillus delbruechii, is capable of producing large amounts of histamine. Sumner et al. (1985) reported that the ability to produce histamine appears to be limited to a few strains of lactobacilli, making them difficult to characterise. Other organisms such as Enterococcus faecium, Streptococcus mitis, Lb. delbruechii subsp, bulgaricus, Lb. plantarum, Lb. casei, Lb. acidophilus and Lb. arabinose have been shown to possess histidine decarboxylase activity (Stratton et al., 1991). Joosten and Northolt (1989) isolated five histamineproducing strains similar to Lb. buchneri from Gouda cheese. Tham (1988) reported that enterococci are probably irrelevant in cheese-related histamine toxicity. However, Gardin et al. (2001) reported that Enterococcus faecalis produced 2-phenylethylamine and also substantial amounts of tyramine in skim milk. They noted that the main biological feature influencing the formation of biogenic amines was the extent of growth of micro-organisms, such as Ec. faecalis, characterised by decarboxylase activity. In traditional and artisanal cheeses produced from raw milk, enterococci often reach levels of 107 cfu/g. Gardin et al. (2001) cautioned that it is important that the presence of biogenic amines due to the activity of these micro-organisms is maintained within safe levels, without affecting the positive effects of enterococci on the final organoleptic characteristics of the cheese. In addition to histamine, tyramine in cheese has also been reported to induce adverse reactions, such as headache and hypertension, in patients taking MAO inhibitors (Blackwell, 1963; Smith and Durack, 1978; Lejonc et al., 1979). Tyramine is found at levels ranging from non-detectable to 70 mg/100 g in cheese (Voigt et al., 1974). These workers detected tyramine in 81 of 85 samples of Cheddar cheese tested. Ingles et al. (1985) reported high levels of tyramine (625 Ixg/g) as well as histamine (490 Ixg/g) in Danish Blue cheese. Voigt and Eitenmiller (1978) concluded that many organisms may be responsible for generating biogenic amines in cheese but that most are adventitious rather than part of the starter culture population. The build-up of amines is influenced by the availability of substrate, pH, salt concentration and temperature (Joosten and van Boekel, 1988).
564
Toxins in Cheese
Mycotoxins
Mycotoxins are a group of secondary metabolites produced by various filamentous fungi which can cause a toxic response, termed a mycotoxicosis, when ingested at low concentrations by higher vertebrates and other animals (Fig. 1). The biosynthetic pathways for many of these mycotoxins have been extensively characterised, particularly the aflatoxin biosynthetic pathway (Fig. 2). Ingestion of mycotoxins can lead to the deterioration of liver or kidney function. Some mycotoxins are neurotoxins, while others produce effects ranging from skin sensitivity or necrosis to extreme immunodeficiency. This, coupled with the fact that aflatoxin B1 (AFB1) is regarded as the most potent liver carcinogen known for a wide variety of animal species, makes contamination of the human food chain, including dairy produce, with mycotoxins a significant problem in global food safety. The presence of mycotoxins in cheese is fundamentally due to three main reasons: (1) the presence of aflatoxin M1 (AFM1) in fresh or reconstituted milk (Blanco et al., 1998) used in cheese production, as a consequence of feed contaminated with AFB1 eaten by dairy cattle (Lund et al., 1995), which is often termed indirect contamination, (2) synthesis of mycotoxins by fungi such as Penicillium and Aspergillus species, which grow on cheese, termed direct contamination and (3) the production of mycotoxins by fungi which are used in the manufacture of mould-ripened cheeses. Indirect contamination
It is now well-established that the intake by dairy cows of feedstuffs contaminated with either aflatoxin B1 (AFB1) or aflatoxin B2 (AFB2) results in the excretion of the monohydroxylated AFM1 and AFM2 (Fig. 1) derivatives in their milk within a few hours (Allcroft and Carnaghan, 1963). It has been calculated that if cows ingest AFB1 in their diet at a level of 300 ng/g feed, they will produce milk containing 1-3 ng/ml AFM1 24 h later (Smith et al., 1994). According to two other studies (Veldman et al., 1992; Chopra et al., 1999), normal carry-over is about 0.4-0.6% and a daily intake of AFB1 -->70 Ixg by cows results in greater than the regulatory limit (0.05 txg/1 of AFM1) in milk accepted in most countries. The amount of AFM1 formed depends on the individual cow, with the excretion of AFM1 in the milk decreasing markedly about 1 day after the feeding of AFB1 had ceased, although small amounts are found for a further 2-3 days. The conversion ratio of AFB1 to AFM1 varies from 1:100 to 1:300. There is some evidence to suggest seasonal variations in the level of AFM1 in milk, with higher levels being observed in Albanian farm milk in winter than
in summer (Panariti, 2001), while in a Greek study, no seasonal effects were observed on AFM1 levels in milk (Markaki and Melissari, 1997). While AFM1 is much less toxic, less mutagenic and less carcinogenic than AFB1, it is nonetheless classified as a possible human carcinogen (Group 2B) and as such its presence in milk-derived products, such as cheese, must be a cause for concern. In addition, it is important to note that the consumption of AFM1contaminated infant formula and other milk products by infants is to be avoided and very low limits have been set (0.01-0.05 txg/kg) for infant foods, owing to the relatively high consumption level of these products by infants, their low body weight and the possibly greater susceptibility of younger children to aflatoxins (Aksit et al., 1997). The indirect contamination of milk with other mycotoxins, such as sterigmatocystin, T-2 toxin (van Egmond and Paulsch, 1986), fumonisins (Maragos and Richard, 1994) or cyclopiazonic acid (CPA; Dorner et al., 1994), has been reported. However, it is widely believed that these toxins do not represent a significant public health risk (Prelusky et al., 1990; Charmley et al., 1993), even though CPA can potentially be carried over into processed milk products (Prasongsidh et al., 1997). There is some evidence that ochratoxin A (OTA) can be present in cows' milk. A Swedish study showed OTA in 14% of 36 cows' milk samples at a level ranging from 10 to 40 ng/ml (Breithohz-Emanuelsson et al. , 1993). The results of quantitative surveys of the level of AFM1 in milk and milk products carried out in the late 1960s and 1970s in a number of countries were summarised by Smith et al. (1994). When compared with the results of surveys undertaken in the 1980s, it appears that the incidence of AFMl-contaminated milk in general decreased but this trend did not occur in all countries surveyed. This lowering of the incidence of AFM1 contamination may be as a result of the effect of legislation implemented in many countries on the contamination of feedstuffs with aflatoxins. In a recent review by Pittet (1998), including data from the Czech Republic, Slovakia, Czechoslovakia, France, Greece, Germany, Iran, Japan, Switzerland, Syria, the USA and the Netherlands, the incidence of AFM1 in cheese appears to be very varied. In another study in the south of Spain in which 35 samples of local cheese were analysed, AFM1 was detected in 16 samples (44.7%) at a concentration between 20 and 200 Ixg/g cheese (Barrios et al., 1996). In a survey in the Bursa Province in Turkey, the level of AFM1 in 7 of 57 samples of full-fat white cheese analysed exceeded 250 ng/kg (Oruc and Sonal, 2001). In other studies, the level of AFM1 was low, with only 4 of 204 samples of pasteurised milk, powdered
T o x i n s in C h e e s e
COOH
O
OH
OH2 O
O
i~
~ OH3
, i
N
H
H
Cl
N
Ochratoxin A
~ H~~N
Roquefortine C O
O O
O
u,/ O
O
OCH3
Aflatoxin B2
Aflatoxin B 1
O O
I~,~o o
O
O
o~0.3
O
O
OCH3
Aflatoxin G 2
Aflatoxin G1
OH 3
oJ~~L-OH
O H~176176176176
H
O
,,~
CH3
NH Sterigmatocystin
Cyclopiazonic acid
OH
...CH3
& ~'H
~
0
"
CHO CH3CO ' ~ OH
OH 3
OH 3 Citrinin Figure 1
~"
O
COOH
~ O"
0
O
Structure of some toxins produced by fungi.
Patulin
PR Toxin
OH 3
OH 3
565
566
Toxins in Cheese
(a) ~ ~ -
Acetate
+
(b)
HO O HO O
Hexanoyl-X
~
MalonyI-CoA
(c)
O Norsolorinic acid
OH O OH
HO O HO OH
HO
QH
HO~,~
H O ~ ~ o H 0
OHMe
O
Averufanin
5-Hydroxyaverantin
OH O OH
OH O OH
O
O HO OH
Averantin
HO O OH
'~
H
H O @ ~ M e O HO O OH
V(e)
O
HO O OH
HO~oP-oJ
OH
(fl) ( f 2 ) , , , ~
"----
O Versicolorin A
OH~
Versicolorin B
ocOH o LoA,o
e
Versiconal acetate
l'-Hydroxyversicolorane
Averufin
O O
O
"~ l@OH ~o~o~S~4o'~~
(i~~/Demethylsterigmatocystin
~
HI~O
H
O Versiconal
~)
Dihydromethlysterigmatocystin
~~OH
O'LO
H
~o~o~/~o';~~ Dihydrosterigmatocystin
Sterigmatocystin
(J)
(J)
~~_~OMe
Me
%AO N/~ OM~e
~o~,o~o~ ~ O-methylsterigmatocystin
"
0
Dihydro-O-methylsterigmatocystin
• 0
0
~
Q'o Aflatoxin BI/G 1
0
o
Logo Aflatoxin B2/G2
Figure 2 Aflatoxin biosynthetic pathway. Enzymes involved: (a) fatty acid synthase, (b) polyketide synthase, (c) norsolorinic acid reductase, (d) versiconal hemiacetal reductase, (e) esterase, (fl) versicolorin B synthase, (f2) versiconal cyclase, (g) desaturase, (h) O-methyltransferase (MT-II), (i) O-methyl-transferase, (j) O-methyltransferase (MT-I) (compiled from Trail et aL, 1995; Bennet et aL, 1997; Minto and Townsend, 1997).
Toxins in Cheese
milk and cheese analysed in Campinas, Brazil, being positive (De Sylos et al., 1996) and only 2 of 50 cheese samples tested in Argentina being positive, with levels of 0.33 and 0.20 tzg/l (Lopez et al., 1998). Fate of AFM1 in cheese during manufacture and ripening
Initially, it was believed that the processing of milk reduced the level of AFM1 present. However, later it became clear that the AFM1 content of milk is not reduced by heat treatments such as pasteurisation or sterilisation (Yuosef and Marth, 1989). The fate of AFMz in milk during cheese manufacture is affected by the principal manufacturing steps. Contradictory data have been reported for the recovery of AFM1 after cheese production. Some early studies showed variable losses of AFM1 during cheese manufacture, e.g., Purchase et al. (1972) reported that Cottage cheese made by acid coagulation of naturally contaminated milk contained no AFM1, which was present in the whey. However, a number of other studies have indicated that AFMz in milk partitions between the curds and the whey in both acid-coagulated and rennetcoagulated cheeses. A number of studies have shown that AFMz is stable during cheesemaking, and that 40-57% of total AFM1 is found in the curd (Stubblefield and Shannon, 1974; Stubblefield et al., 1980). Considering the partition coefficient of AFM1 in water, it would be expected that most of the toxin should partition into the whey. However, a greater than expected proportion of the toxin ends up in the curd, possibly due to the fact that AFM1 binds to casein (Brackett and Marth, 1982). Thus, the presence of AFM1 in cheese may be due to the fact that, on the one hand, this toxin binds to casein and, on the other hand, that a part of the whey remains in the curd. An examination of different types of cheese showed high stability of AFM1 during maturation and storage (Applebaum and Marth, 1982; Yuosef and Marth, 1989) and that while fluctuations in the level can occur during cheese maturation and storage, it appears that little if any of the AFM1 is lost during the cheesemaking process. Therefore, the presence of AFM1 in cheese and indeed in other casein-containing products is to be expected if contaminated milk is used as the starting material. The best way to control the presence of AFM1 in milk and cheese is to restrict its presence in the feed. With this in mind, the European Union has established an acceptable limit for AFB1 in animal feed of 10 tzg/kg (Moss, 1998). Production of toxic metabolites in cheese
The moulds, Penicillium camemberti and P. roqueforti, have long been used in the manufacture of mould-
567
ripened cheeses which are eaten throughout the world. P. roqueforti is an essential component of the microflora of a number of cheeses such as Roquefort (France), Stilton (UK), Tulum (Turkey), Gorgonzola (Italy), Blauschimmelkase (Switzerland) and Danish Blue (Denmark). P. camemberti produces cyclopiazonic acid while P. roqueforti produces at least three toxins, PR toxin, roquefortine and patulin (Fig. 1), and some strains can also produce mycophenolic acid, penicillic acid, cyclopiazonic acid, penitrem A, isofumigaclavine A and B, festuclavine and chaetoglobosin A. Cyclopiazonic acid (CPA) is produced by all strains of P. camemberti, and screening of P. camemberti isolates has failed to identify an isolate incapable of producing toxin (Leistner and Eckardt, 1979; Fig. 1). Cyclopiazonic acid has been reported in samples of commercial Blue cheese, at a level ranging from 0.05 to 1.5 Ixg/g (Le Bars, 1979). It appears to be found predominantly in the rind of the cheese but has also been reported to migrate to the core in Taleggio-type cheese (Finoli et al., 1999). Cyclopiazonic acid is produced by P. camemberti in cheese usually after 5 days at 25 ~ but not during normal storage at refrigeration temperatures (Still et al., 1978). The low level of CPA found in cheese (Le Bars, 1979), coupled with the relative instability of the toxin (Noroozian et al., 1998) and its low toxicity make consumption of these cheeses safe for the consumer. Finoli et al. (2001b) reported the presence of roqueforine C in cheese ranging from 0.05 to 1.47 mg&g, but PR toxin was not found. In any case, PR toxin has been reported to be unstable in Blue cheese (Scott and Kanhere, 1979). Roquefortine C has also been reported to be present in Valdeon, a naturally ripened Blue cheese from Spain (Lopez-Diaz et al., 1996), while mycophenolic acid has been reported in Manchego cheese (Lopez-Diaz et al., 1996). Thus, while there are reports of mycotoxin contamination of mould-ripened cheese, the low levels present, coupled with the fact that large quantities are seldom eaten, suggest that they are not a hazard to human health. In any case, there is no evidence to date of human toxicity resulting from the consumption of mould-ripened cheeses. Direct contamination of cheese with mycotoxins
Cheese is very susceptible to mould growth and is normally kept under refrigeration conditions; many retail packs are either vacuum-packed or flushed with an inert gas. Therefore, spoilage generally results from psychrotolerant moulds that can grow at low oxygen tensions. Mould growth during ripening and storage often necessitates trimming. Moulds have been reported to cause spoilage of vacuum-packaged Cheddar cheese during maturation (Hocking and Faedo, 1992). This
568
Toxins in Cheese
defect occurs sporadically in Cheddar blocks which are matured for up to 9-12 months at 8-12 ~ and is caused by the growth of fungi in folds and wrinkles of the plastic film in which the Cheddar is packaged. In one study, 195 fungi were isolated from vacuumpackaged Cheddar, about 27% of which were Penicillium species, with P. commune and P. glabrum being dominant (Hocking and Faedo, 1992). Given that P. commune can produce CPA, the presence of this fungus must be a concern. Indeed, the potential for mycotoxin production by mycotoxigenic fungi which contaminate cheese is a constant concern for both the manufacturer and the consumer. The most important spoilage organisms in hard, semi-hard and semi-soft cheeses from several countries, made without added preservatives, are P. commune and P nalgiovense (Lund etal., 1995). Less-important species include P. verrucosum, P. solitum, P. roqueforti, P. discolor, P. crustosum, P. palitans and Aspergillus versicolor (Fihenborg et al., 1996; Kure et al., 2001). Cheese has been reported to contain mycotoxins that are teratogenic (OTA, AFB1), nephrotoxic (OTA, citrinin), neurotoxic (penitrem A, CPA) or carcinogenic (AFB1, AFG1, OTA, sterigmatocystin; Filtenborg et al., 1996; Creppy, 2002). Others, including patulin, penicillic acid and PR toxin have also been reported but are known not to persist in cheese (Stott and Bullerman, 1976). A number of other secondary metabolites produced by different Penicillium species have also been reported to be present in cheese. These include novel metabolites such as cyclopeptin, viridicatol, rugulovasine A, meleagrin, chaetoglobosin A, compactin, viridic acid, PC-2, verrucolone, diportinic acid, anacine, verrucine A and sclerotigenin, which had not previously been reported from cheese (Larsen etal., 2002). A known metabolite of Penicillium associated with blue-veined cheese is mycophenolic acid, which exhibits antibiotic properties. Since mycotoxin-producing moulds are obligate aerobes, the appropriate packaging of cheese is important. For example, growth of potential mycotoxigenic moulds in cheese can be prevented by modified atmosphere packaging (Taniwaki et al., 2001). In addition, it appears that the production of roquefortine C and CPA by E roqueforti and E commune can be prevented or at least reduced considerably in cheese if adequate modified atmosphere packaging is used; atmospheres of 20-40% CO2 and 1% 02 reduce CPA production to very low levels (Taniwaki et al., 2001). Work has also been undertaken on the incidence of mycotoxins in cheese contaminated with Aspergillus spp. The ability of toxigenic aspergilli to produce ariatoxin during growth on Cheddar cheese was first demonstrated by Lie and Marth (1967), who demonstrated that aflatoxin can penetrate into cheese to a
depth of up to 4 cm from the surface. Aflatoxin has also been shown to be produced in Manchego-type cheese, at a level up to 130 Ixg/g cheese, following ripening at 15 ~ for 60 days (Blanco et al., 1988). Aflatoxin was also detected in both the outer 10-mm layer and in the second 10-mm layer following incubation at 28 ~ for 30 days. Sterigmatocystin was found in Ras cheese inoculated with A. versicolor; toxin was detected after 45 days of ripening and reached a maxim u m after 90 days (Abde Alia et al., 1996). The presence of mould growth on the surface of the cheese does not automatically imply that mycotoxins are present in cheese, as the minimum water activity (aw) for growth and toxin production can be quite different in mycotoxigenic fungi (Moss, 1991; Sweeney and Dobson, 1998). Therefore, even if mould growth does occur on cheese, the level of mycotoxin contamination is likely to be low, based on research findings to date. In any case, it is recommended that if cheese is visually contaminated with mould growth, the contaminated portion of the cheese be removed to a depth of a least 2.5 cm. As previously stated, there is no direct evidence of human toxicity resulting from the consumption of cheese contaminated with mycotoxins. However, this might simply reflect a lack of suitable human-related assay techniques rather than the actual absence of toxins.
References Abde Alla, E.A., Metwally, M.M., Mehriz, A.M. and Abu Sree, Y.H. (1996). Sterigmatocystin: incidence, fate and production by Aspergillus versicolor in Ras cheese. Nahrung 40,310-313. Aksit, S., Caglayan, S., Yaprak, I. and Kansoy, S. (1997). Ariatoxin: Is it a neglected threat for formula-fed infants? Acta Paed. Jpn. 39, 34-36. Allcroft, R. and Carnaghan, R.B.A. (1963). Groundnut toxicity: an examination for toxin in human food products from animals fed toxic groundnut meal. Vet. Rec. 75, 259-263. Applebaum, R.S. and Marth, E.H. (1982). Fate of aflatoxin M1 in cottage cheese. J. Food Prot. 45,903-904. Barrios, M.J., Gualda, M.J., Cabanas, J.M., Medina, L.M. and Jordano, R. (1996). Occurrence of aflatoxin M1 in cheeses from the south of Spain. J. Food Prot. 59, 898-900. Bartholomew, B.A., Berry, RR., Rodhouse, J.C. and Gilbert, R.J. (1987). Scombrotoxic fish poisoning in Britain: features of over 250 suspected incidents from 1976 to 1986. Epidem. Inf. 99,775-782. Bennett, J.W., Chang, R-K. and Bhatnagar, D. (1997). One gerle to whole pathway: the role of norsolorinic acid in aflatoxin research, in, Advances in Applied Microbiology, Vol. 45, Neidleman, S.A. and Laskin, A.I., eds., Academic Press, London. pp. 1-15. Blackwell, B. (1963). Hypertensive crisis due to monoamine oxidase inhibitors. Lancet 2,849-851.
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Blanco, L.J., Dominquez, L., Gomez-Lucia, E., Garayzabal, J.E, Goyache, J. and Suarez, G. (1988). Experimental ariatoxin production in Manchego-type cheese. J. Appl. Bacteriol. 64, 17-26. Blanco, J.L., Domingues, L., Gomez-Lucia, E., Garayzabal, J.EE, Goyache, J. and Suarez, G. (1998). Behavior of ariatoxin during the manufacture, ripening and storage of Manchego-type cheese. J. Food. Sci. 53, 1373-1376. Brackett, R.E. and Marth, E.H. (1982). Association of aflatoxin M1 with casein. Z. Lebensm. Unters. Forsch. 174, 439-441. Breitholtz-Emanuelsson, A., Olsen, M., Oskarsson, A., Palminger, I. and Hult, K. (1993). Ochratoxin A in cow's milk and in human milk with corresponding human blood samples.J. Assoc. Off. Anal. Chem. 76,842-846. Chambers, T. and Staruszkiewicz, W.E (1978). Fluorometric determination of histamine in cheese. J. Assoc. Off. Anal. Chem. 61, 1092-1097. Chang, S.E, Ayers, J.E and Sandine, W.E. (1985). Analysis of cheese for histamine, tyramine, tryptamine, histidine, tyrosine and tryptophan. J. Dairy Sci. 68, 2840-2846. Charmley, E., Trenholm, H.K., Thompson, B.K., Vudathala, D., Nicholson, B., Prelusky, D.B. and Charmley, L.L. (1993). Influence of level of deoxynivalenol in the diet of dairy cows on feed intake, milk production and its composition. J. Dairy Sci. 76, 3580-3587. Chopra, R.C., Chabra, A., Prasad, K.S.N., Dudhe, A., Murthy, T.N. and Prasad, T. (1999). Carryover of aflatoxin M1 in milk of cows fed aflatoxin B1 contaminated ration. Indian J. Anita. Nutr. 16, 78-85. Creppy, E.E. (2002). Update of survey, regulation and toxic effects of mycotoxins in Europe. Toxicol. Lett. 127, 19-28. Davidek, T. and Davidek, J. (1995). Biogenic amines, in, Natural Toxic Compounds of Foods, Davidek, J., ed., CRC Press, Boca Raton, FL. pp. 108-123. De Sylos, C.M., Rodriguez-Amaya, D.B. and Carvalho, P.R.N. (1996). Occurrence of aflatoxin M1 in milk and dairy products commercialised in Campinas, Brazil. Food Addit. Contain. 13, 169-172. Diamond, S., Freitag, EG., Solomon, G.D. and Millstein, E. (1987). Migraine headache: working for the best outcome. Postgrad. Med. 81,174-176. Doeglas, M.H.G., Huisman, J. and Nater, J.P. (1967). Histamine intoxication after cheese. Lancet 2, 1361-1362. Dorner, J.W., Cole, R.J., Elrington, D.J., Suksupath, S., McDowell, G.H. and Bryden, W.L. (1994). Cyclopiazonic acid residues in milk and eggs. J. Agric. Food Chem. 42, 1516-1518. Douglas, W. (1980). Histamine and 5-hydroxytryptamine and their antagonists, in, The Pharmacological Basis of Therapeutics, Gilman, A.G., Goodman, L.S. and Gilman, A., eds., Macmillan, New York. pp. 609-646. Edwards, S.T. and Sandine, W.E. (1981). Public health significance of amines in cheese. J. Dairy Sci. 64, 2431-2438. E1 Sayed, M.M. (1996). Biogenic amines in processed cheese available in Egypt. Int. Dairy J. 6, 1079-1096. Fernandez-Garcia, E., Tomillo, J. and Nunez, M. (2000). Formation of biogenic amines in raw milk Hispanico cheese manufactured with proteinases and different levels of starter culture. J. Food Prot. 63, 1551-1555.
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Nutritional Aspects of Cheese N.M. O'Brien and T.P. O'Connor, Department of Food and Nutritional Sciences, University College, Cork, Ireland
Introduction
Milk and dairy products are important components of our food supply. On average, these foods contribute 4% of total energy intake worldwide and approximately 10% of total energy intake in Europe, North America and Australia (FAO Food Balance Sheets, 1995-1999). Cheese is a nutritious, versatile dairy food. A wide variety of cheese types are available to meet specific consumer requirements and allow convenience of use. Per caput consumption of cheese in the European Union has been reported to be 15.2 kg/year. Greece has the highest per caput consumption of 23.5 kg/year (Burrell, 1996). Cheese contains a high concentration of essential nutrients relative to its energy level. Its precise nutrient content is influenced by the type of milk used (species, stage of lactation, full-fat, low-fat, skim), the manner of manufacture and, to a lesser extent, the degree of ripening. As outlined in detail elsewhere in this book, the water-insoluble nutrients of milk (coagulated casein, colloidal minerals, fat, fat-soluble vitamins) are retained in the cheese curd whereas the water-soluble milk constituents (whey proteins, lactose, water-soluble vitamins and minerals) partition into the whey. However, loss of water-soluble B vitamins in the whey may be compensated to a certain extent by microbial synthesis during ripening. Milk and dairy products, including cheese, contain components which may increase the risk of certain chronic diseases but reduce the risk of others (Norat and Riboli, 2003). Cholesterol and saturated fat are potential risk factors for atherosclerosis. A recent paper (Moss and Freed, 2003) has suggested that non-fat constituents of milk, particularly the calciummagnesium ratio, lactose and milk fat globule membrane antigens, have specific coronary atherogenic effects. However, other components may reduce risks, e.g., conjugated linoleic acid (CLA) which may have antioxidant and anticancer properties, calcium which may protect against hypertension and osteoporosis, and folic acid, vitamin B6 and vitamin B12 which may exert beneficial effects on plasma homocysteine levels (an independent risk factor for atherosclerosis). The
epidemiological evidence for an association between dairy products, including cheese, and colorectal cancer has been reviewed by Norat and Riboli (2003); no significant association between cheese consumption and colorectal cancer was noted. Epidemiological studies which attempt to investigate the effect of a specific food item (e.g., cheese) on disease risk are fraught with difficulty in interpretation as it is more likely that it is the overall dietary profile, made up of a balance of a wide variety of different foods, that may influence risk of chronic disease. Protein
Cheese contains a high content of biologically valuable protein. As shown in Table 1 (Holland et al., 1989), the protein content of cheese ranges from approximately 4-40%, depending upon the variety. The protein content of different cheese varieties tends to vary inversely with the fat content. During traditional cheese manufacture, most of the whey proteins pass into the whey. Whey proteins represent only 2-3% of the total protein in cheese, the remainder being casein, which is slightly deficient in sulphur amino acids. Thus, the biological value of cheese protein is slightly less than that of total milk protein. If the essential amino acid index of total milk protein is given a value of 100, then the corresponding value of the proteins in cheese varieties ranges from 91 to 97 (Renner, 1987). Cheese protein is almost 100% digestible, as the ripening phase of cheese manufacture involves a progressive breakdown of casein to water-soluble peptides and free amino acids. Hence, a significant degree of breakdown of cheese protein has occurred before it is consumed and subjected to the effects of gastrointestinal proteolytic activity. Milk proteins are a key source of a range of bioactive peptides (BP) which can exert hormone-like regulatory effects in the human body (Meisel, 1998; Gobbetti et al., 2002; Pihlanto-Leppala, 2002; Fitzgerald and Meisel, 2003). These peptides may be released from their parent protein by proteolysis in products such as cheese. The production of BP is influenced by
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
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the starter culture and ripening conditions. An important class of BP are peptides that inhibit the activity of angiotensin I-converting enzyme (ACE), inhibition of which mainly gives rise to antihypertensive effects but may also modulate immuno-defense and nervous system activity (Meisel, 1993). Angiotensin I-converting enzyme-inhibitory peptides have been reported in several ripened cheeses (Stepaniak et al., 1995; Meisel et al., 1997; Smacchi and Gobbetti, 1998). It appears the BP liberated by starter proteolytic enzymes during cheese ripening can be degraded further to inactive fragments, as the ripening progresses. For example, an antihypertensive peptide derived from Otsl-casein was observed in 6-month-old Parmesan cheese but was not detected in 15-month-old cheese (Meisel et al., 1997). Anticancer effects have been reported for peptides derived from a slurry of cheese made using Lc. lactis subsp, lactis as a starter culture (Kim et al., 1995). Bioactive peptides have potential as ingredients in functional foods and pharmaceuticals.
Carbohydrate Most of the lactose, the principal carbohydrate in milk, is lost in whey during cheese manufacture and hence most cheeses contain only trace amounts of carbohydrate (Table 1). Furthermore, the residual lactose in cheese curd is usually fermented to lactic acid by the starter bacteria. Thus, cheeses can be consumed without ill-effects by lactose-intolerant individuals who are deficient in the intestinal enzyme, [~-galactosidase.
Fat and Cholesterol The fat content of cheese varies considerably, depending on the milk used and the method of manufacture (Table 1). Fat affects firmness, adhesiveness, mouthfeel and flavour of cheese (see 'Rheology and Texture of Cheese', "volume 1). In some varieties of cheese, free fatty acids and their catabolites are important flavour constituents (see 'Lipolysis and Catabolism of Fatty Acids in Cheese', Volume 1). From a nutritional point of view, the digestibility of the fat in different varieties of cheese is in the range 88-94% (Renner, 1987). Most cheeses are potentially significant dietary sources of fat. For example, a 50-g serving of Cheddar provides 17 g fat (Table 1) which is a significant amount when compared with typical intakes of fat in affluent Western societies. A typical Western diet providing 2000 kcal with 40% energy derived from fat contains approximately 88 g fat. Cheese fat generally contains - 6 6 % saturated, 30% monounsaturated and 4% polyunsaturated fatty acids. Thus, cheese represents a significant dietary source of
575
both total fat and saturated fatty acids. Of the many saturated fatty acids in milk, only C12:0, C14:0 and C16:0 have the property of raising blood cholesterol and palmitic acid, C16:0, is relatively ineffective (Hayes et al., 1991). Many sets of dietary guidelines issued by expert panels worldwide have recommended reductions in the intake of both total and saturated fat in Western societies. In large measure, these recommendations are based on evidence that increased intakes of some saturated fatty acids elevate both total and low-density lipoprotein cholesterol in blood, which is associated with an increased risk of coronary heart disease. While some nutritionists dispute this hypothesis, the overwhelming body of medical opinion worldwide supports the concept of dietary guidelines. Market forces and consumers have responded to these guidelines and the market for food products low in fat, cholesterol and sodium has expanded significantly. The cheese industry has responded by developing 'light' cheese products with a reduced fat content (Olson and Johnson, 1990). The cholesterol content of cheese is a function of its fat content (Table 1) and ranges from approximately 10-100 mg/100 g, depending on the variety. Despite considerable consumer confusion and the widespread prevalence of misinformation, dietary cholesterol has much less influence on blood cholesterol level than dietary saturated fat (Keys, 1984). Thus, the cholesterol content of cheese is of lesser importance than its saturated fat content. The majority of individuals show little or no response in blood cholesterol level to increased dietary cholesterol intake in the range 250-800 mg/day. However, a minority (approximately 20%) of adults do exhibit an increased level of blood cholesterol in response to increased dietary intake (McNamara, 1987). In recent years, there has been widespread interest in the potential role of oxidation products of cholesterol on the aetiology of atherosclerosis (Brown and Jessup, 1999; Leonarduzzi et al., 2002). However, cholesterol oxides are formed to a negligible extent in cheese under normal conditions of manufacture, ripening and storage (Stanton and Devery, 2002). Conjugated linoleic acid (CLA) is a potentially beneficial component of milk products, including cheese (MacDonald, 2000). Conjugated linoleic acid is a mixture of positional and geometric isomers of linoleic acid (C18:2) that contain conjugated unsaturated double bonds. The principal isomer is cis-9, trans-11-octadecadienoic acid which accounts for more than 82% of total CLA in dairy products (Chin etal., 1992). Conjugated linoleic acid has been reported to have antioxidant and anticarcinogenic
576
Nutritional Aspects of Cheese
properties in vitro and in animal models (Ha et al., 1987, 1990; Ip et al., 1991). However, these suggested anticarcinogenic properties of CLA could not be confirmed in a recently published epidemiological study on humans (see Voorrips et al., 2002). These authors noted that cheese contributed approximately 21% of total CLA intake in their study group. Conjugated linoleic acid may also be anticholesterolaemic and antiathrogenic (Lee et al., I994; Mougios et al., 2001). On average, the concentration of CLA in milk and dairy products ranges from 0.2 to 1.6 g/100 g fat (Lin et al., i995; Fritsche and Steinhart, i998). Fritsche and Steinhart (1998) have estimated that the intake of CLA in Germany is 0.35 g/d for women and 0.43 g/d for men. Zlatanos et al. ( 2 0 0 2 ) reported that Greek Feta and hard cheeses contain 1.9 (average of 0.8) g CLA/100 g fat. These authors reported higher levels of CLA in Greek cheese derived from sheep's and goats' milk than the level of CLA reported by others (Lin et al., 1995; Jiang et al., 1997; Ma et al., 1999) in cheese derived from cows' milk.
Vitamins The concentration of fat-soluble vitamins in cheese is influenced by the same factors that affect its fat content. Most of the fat-soluble vitamins in milk are retained in the cheese fat. The concentration of water-soluble vitamins in cheese is generally lower than in milk due to losses in the whey. The loss of some of the B vitamins is offset, to a certain extent, by microbial synthesis during cheese ripening. In particular, propionic acid bacteria synthesize significant levels of vitamin B12 in hard cheeses such as Emmental (Renner, 1987). In general, most cheeses are good sources of vitamin A, riboflavin, vitamin B12 and, to a lesser extent, folate. The vitamin content of a range of cheeses is shown in Table 2 (Holland et al., 1989). Cheese contains negligible levels of vitamin C.
Minerals Cheese is an important dietary source of several minerals, in particular calcium, phosphorus and magnesium (Table 3). A 100-g serving of hard cheese provides approximately 800mg calcium. However, acid-coagulated cheeses, e.g., Cottage, contain considerably less calcium than rennet-coagulated varieties (Renner, 1987). Bioavailability of the calcium from cheese is equivalent to that from milk. Recker et al. (1988) reported that 22.9, 26.7 and 25.4% of total calcium was absorbed from cream cheese, whole milk and yoghurt, respectively.
While the aetiology of osteoporosis is very complex, it appears that adequate calcium intake during childhood and in the teenage years is important in assuring the development of high-peak bone mass. Maximizing bone mass early in life is considered to be a major preventative factor against the development of osteoporosis in later years (Heaney, 1991). Cheese has a potential role in supplying extra, highly bioavailable, calcium. Dairy products, including cheese, contribute little dietary iron (Table 3). Iron deficiency is commonly observed in both developing and developed countries. Hence, there has been interest in fortifying dairy products with iron to enhance their nutritional value. Cheddar and processed cheese have been successfully fortified with iron (Zhang and Mahoney, 1989a,b, 1990, 1991). As discussed elsewhere in this book, NaC1 serves several important functions in natural and processed cheeses (see 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1). A wide range of sodium levels are found in cheese due to different amounts of salt added during cheesemaking (Table 3). In general, the salt content of natural cheeses tends to be lower than that of many processed cheeses. There is considerable evidence that high sodium intake contributes to hypertension in a susceptible minority (20%) of individuals who are genetically saltsensitive. Unfortunately, there is no simple diagnostic test to identify salt-sensitive individuals. Hence, dietary guidelines for the general public usually recommend that salt intake be restricted. However, it is important to note that even in countries with a high consumption, cheese contributes only about 5-8% of total sodium intake (Renner, 1987).
Cheese and Dental Caries The aetiology of dental caries involves metabolism of sugars by oral micro-organisms to acids which gradually dissolve tooth enamel. However, it is now recognized that a number of dietary factors and nutrient interactions can modify the expression of dental caries (Herod, 1991; Kashket and DePaola, 2002). The cariogenic potential of food is influenced by its composition, texture, solubility, retentiveness and ability to stimulate saliva flow (Morrissey et al., 1984). Dental caries has been acknowledged as a 'silent epidemic' that represents a serious threat to children and adults (Surgeon General, 2000). A considerable body of research has been published on the cariostatic effects of cheese (see reviews by O'Brien and O'Connor, 1993; Kashket and DePaola, 2002). Early work (Shaw et al., 1959; Dreizen et al.,
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Table 3
Mineral content of selected cheeses, mg/100 g (Holland et aL, 1989)
Cheese type Brie Caerphilly Camembert Cheddar (normal) Cheddar (reduced-fat) Cheshire Cottage cheese Cream cheese Danish blue Edam Emmental Feta Fromage frais Gouda Gruyere Mozzarella Parmesan Processed cheese* Ricotta Roquefort Stilton
Na
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Ca
Mg
P
Fe
Zn
700 480 650 670 670 550 380 300 1260 1020 450 1440 31 910 670 610 1090 1320 100 1670 930
100 91 100 77 110 87 89 160 89 97 89 95 110 91 99 75 110 130 110 91 130
540 550 350 720 840 560 73 98 500 770 970 360 89 740 950 590 1200 600 240 530 320
27 20 21 25 39 19 9 10 27 39 35 20
390 400 310 490 620 400 160 100 370 530 590 280 110 490 610 420 810 800 170 400 310
0.8 0.7 0.2 0.3 0.2 0.3 0.1 0.1 0.2 0.4 0.3 0.2 0.1 0.1 0.3 0.3 1.1 0.5 0.4 0.4 0.3
2.2 3.3 2.7 2.3 2.8 3.3 0.6 0.5 2.0 2.2 4.4 0.9 0.3 1.8 2.3 1.4 5.3 3.2 1.3 1.6 2.5
8 38 37 27 45 22 13 33 20
* Variety not specified.
1961) showed that the incorporation of dairy products in the diet greatly reduced the development of dental caries in rats. Reynolds and Johnson (1981) confirmed these findings. Later work (Jenkins and Ferguson, 1966; Weiss and Bibby, 1966) indicated that if enamel is treated with milk in vitro and subsequently washed, the solubility of the enamel is greatly reduced. This effect was attributed to the high levels of calcium and phosphate in milk (Jenkins and Ferguson, 1966) or to casein adsorption onto enamel surfaces (Weiss and Bibby, 1966). Reynolds and del Rio (1984) reported that both casein and whey proteins significantly reduced the extent of caries, with the former exerting the greater effect. Further evidence for the protective effect of casein was provided in a study on rats fed with caseinenriched chocolate (Reynolds and Black, 1987). Calcium and phosphate appear to become available under the acidic conditions of the plaque and reduce demineralization of enamel (Reynolds, 1997; Reynolds et al., 1999). Concentrates containing various levels of whey protein, calcium and phosphate but negligible amounts of casein, significantly reduced the incidence of dental caries in rats (Harper et al., 1987). Thus, there is evidence that milk proteins, calcium and phosphate all exert an anticariogenic effect. Guggenheim et al. (1999) reported that micellar casein inhibits oral colonization by the cariogenic Streptococcus sobrinus and dental caries in rats. Vacca-Smith et al. (1994) demonstrated that K-casein can reduce the adherence
of the cariogenic Sc. mutans to hydroxyapatite (the mineral of enamel). Rugg-Gunn et al. (1975) provided the first evidence that the consumption of cheese had an anticariogenic effect in humans. They showed that the consumption of Cheddar cheese after sweetened coffee or a sausage roll increased plaque pH, possibly due to increased salivary output. Similar effects were reported by Imfeld et al. (1978) who used a more sophisticated continuous wire telemetry procedure to monitor variations in plaque pH. The effect of eating patterns on dental caries in rats was investigated by Edgar et al. (1982). Rats fed additional meals of cheese while on a high-sucrose diet, developed fewer smooth surface carious lesions and exhibited increased salivary output (which buffers acid formed in plaque) and a reduction in the number of Sc. mutans. Harper et al. ( 1 9 8 3 ) suggested that the cariostatic effect of cheese in rats is due to its calcium phosphate and/or casein; the fat or lactose appeared to exert little influence. Further work by Rosen et al. (1984) on the effect of cheese, with or without sucrose, on dental caries and the recovery of inoculated Sc. mutans in rats indicated beneficial cariostatic effects of cheese consumption but little effect on Sc. mutans numbers. These data suggest that the cariostatic effects of cheese may not be directly related to effects on Sc. mutans. Work on the protective effects of four cheese varieties in an in vitro demineralization system suggested that most, but not all, of the protective
Nutritional Aspects of Cheese
effects of cheese could be explained by mass action effects of soluble ions, particularly calcium and phosphate (Jenkins and Harper, 1983). The effect of Cheddar cheese on experimental caries in humans was investigated by Silva et al. (1986) using an 'intraoral cariogenicity test' (ICT). Demineralization and consequent reduction in the hardness of enamel monitored in this test is assumed to be typical of the early stage of the development of caries. Enamel slabs were polished and their initial micro-hardness determined using a Knoop Indenter. The slabs were then wrapped in Dacron and fastened on a prosthetic applicance made specifically for each subject to replace a missing lower first permanent molar. The subjects chewed 5 g of cheese immediately after rinsing their mouths with 10% (w/v) sucrose. Chewing cheese immediately after sucrose rinses resulted in a 71% reduction in demineralization of the enamel slabs, raised plaque pH but caused no significant change in the microflora of plaque compared with controls. Silva et al. (1987) investigated the effects of the water-soluble components of cheese on human caries using the I CT procedure and an experimental protocol which avoided salivary stimulus caused by chewing cheese. An average reduction of 55.7% in the cariogenicity of sucrose was reported, indicating the presence of one or more water-soluble anticariogenic components in cheese. Further evidence that cheese may inhibit dental caries in the absence of saliva was provided by Krobicka et al. (1987); rats that had their saliva-secreting glands surgically removed developed fewer and less-severe lesions when fed with cheese in addition to a cariogenic diet when compared to appropriate controls. Trials on human subjects have confirmed that the consumption of hard cheese leads to significant rehardening of softened enamel surfaces (Jenkins and Hargreaves, 1989; Gedalia etal., 1991). Jensen and Wefel (1990) showed that processed cheese was both antiacidogenic and enamel-protective in human subjects fed with processed cheese four times a day for one month. Saliva flow is greatly reduced in individuals who receive head and neck irradiation for malignancies. These individuals are at high risk of developing dental caries. Sela et al. (1994) reported that hard cheese consumption by these individuals was effective in controlling caries. Moynihan et al. (1999) noted that the concentration of calcium in plaque was significantly higher in human subjects fed with cheese-containing meals than in control subjects fed with meals without cheese. The beneficial effects of cheese were observed even when it was incorporated into other foods, e.g., pasta with cheese sauce. Epidemiological studies (Pappas et al., 1995a,b) indi-
579
cate that high intake of cheese is negatively associated with root caries in elderly populations, many of whom are at high risk for such lesions. While more research is needed to define the precise mechanism(s) involved in the cariostatic effects of cheese, there is ample evidence to support the consumption of cheese as an anticaries measure (Herod, 1991; Kashket and DePaola, 2002). The most plausible mechanisms for the protective effect of cheese appear to be related to the mineralization potential of the casein-calcium phosphate of cheese, to the stimulation of saliva flow induced by its texture and/or flavour, the buffering effects of cheese proteins on acid formation in dental plaque and the inhibition of cariogenic bacteria.
References Brown, A.J. and Jessup, W. (1999). Oxysterols and atherosclerosis (review). Atherosclerosis 142, 1-28. Burrell, A. (1996). Economic Aspects of Milk Production in the EU. Eurostat Statistical Document, Eurostat, Luxembourg. Chin, S.E, Liu, W., Storkson, J.M., Ha, Y.L. and Pariza, M.W. (1992). Dietary sources of conjugated dienoic isomers of linoleic acid, a newly recognised class of anticarcinogens. J. Food Cornp. Anal. 5,185-197. Dreizen, S., Dreizen, J.G. and Stone, R.E. (1961). The effect of cow's milk on dental caries in the rat. J. Dent. Res. 40, 1025-1028. Edgar, W.M., Bowen, W.H., Amsbaugh, S., Monell-Torrens, E. and Brunelle, J. (1982). Effects of different eating patterns on dental caries in the rat. Caries Res. 16, 384-389. FAO Food Balance Sheets (1995-1999). http://apps.fao.org. Fitzgerald, R.J. and Meisel, H. (2003). Milk protein hydrolysates and bioactive peptides, in, Advanced Dairy Chemistry, Vol. 1, Proteins, Fox, RE and McSweeney, P.L.H., eds., Kluwer Academic/Plenum Publishers, New York. pp. 675-697. Fritsche, J. and Steinhart, H. (1998). Amounts of conjugated linoleic acid (CLA) in German foods and evaluation of daily intake. Z. Lebensm. Unters. Forsch. 206, 77-82. Gedalia, I., Ionat-Bendat, D., Ben-Mosheh, S. and Shapira, L. (1991). Tooth enamel softening with a cola type drink and rehardening with hard cheese or stimulated saliva. J. Oral. Rehabil. 18, 501-506. Gobbetti, M., Stepaniak, L., DeAngelis, M., Corsetti, A. and Di Cagno, R. (2002). Latent bioactive peptides in milk proteins: proteolytic activation and significance in dairy processing. Crit. Rev. Food Sci. Nutr. 42,223-239. Guggenheim, B., Schmid, R. and Aeschlimann, J.M. (1999). Powdered milk micellar casein prevents oral colonization by Streptococcus sobrinus and dental caries in rats: a basis for the caries-protective effect of dairy products. Caries Res. 33,446-454. Ha, Y.L., Grimm, N.K. and Pariza, M.W. (1987). Anticarcinogens from fried ground beef: heat-altered derivatives of linoleic acid. Carcinogenesis 8, 1881-1887.
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Nutritional Aspects of Cheese
Ha, Y.L., Storkson, J. and Pariza, M.W. (1990). Inhibition of benzo[alpyrene-induced mouse forestomach neoplasia by conjugated dienoic derivatives of linoleic acid. Cancer Res. 50, 1097-1101. Harper, D.S., Osborn, J.C. and Clayton, R. (1983). Cariostatic potential of four cheeses evaluated in a programmedfed rat model. J. Dent. Res. 62, 283 (abstr.). Harper, D.S., Osborn, J.C., Clayton, R. and Hefferren, J.J. (1987). Modification of food cariogenicity in rats by mineral-rich concentrates from milk. J. Dent. Res. 66, 42-45. Hayes, K.C., Pronczuk, A., Lindsey, S. and Diersen-Schade, D. (1991). Dietary saturated fatty acids differ in their impact on plasma cholesterol and lipoproteins in non-human primates. Am. J. Clin. Nutr. 53, 491-498. Heaney, R.P. (1991). Evaluation of Publically Available Scientific Evidence Regarding Nutrient-Disease Relationships. 3. Calcium and Osteoporosis. Life Sciences Research Office, Federation of American Societies for Experimental Biology, Rockville Pike, MD. Herod, E.L. (1991). The effect of cheese on dental caries. Aust. DentalJ. 36, 120-125. Holland, B., Unwin, I.D. and Buss, D.H. (1989). Milk Products and Eggs: The Fourth Supplement to McCance and Widdowson's The Composition of Foods, 4th edn, Royal Society of Chemistry/Ministry of Agriculture, Fisheries and Food, Cambridge, UK. Imfeld, T.H., Hirsch, R.S. and Muhlmann, H.R. (1978). Telemetric recordings of interdental plaque pH during different meal patterns. Br. Dent. J. 139,351-356. Ip, C., Chin, S.E, Scimeca, J.A. and Pariza, M.W. (1991). Mammary cancer prevention by conjugated dienoic derivatives of linoleic acid. Cancer Res. 51, 6118-6124. Jenkins, G.N. and Ferguson, D.B. (1966). Milk and dental caries. Br. Dent. J. 120, 472-477. Jenkins, G.N. and Hargreaves, J.A. (1989). Effect of eating cheese on Ca and P concentrations of whole mouth saliva and plaque. Caries Res. 23, 159-164. Jenkins, G.N. and Harper, D.S. (1983). Protective effect of different cheeses in an in vitro demineralization system. J. Dent. Res. 62,284 (abstr.). Jensen, M.E. and Wefel, J.S. (1990). Effects of processed cheese on human plaque pH and demineralization and remineralization. Am. J. Dent. 3,217-223. Jiang, J., Bjorck, L. and Fonden, R. (1997). Conjugated linoleic acid in Swedish dairy products with special reference to manufacture of hard cheeses. Int. Dairy J. 7, 863-867. Kashket, S. and DePaola, D.P. (2002). Cheese consumption and the development and progression of dental caries. Nutr. Rev. 60, 97-103. Keys, A. (1984). Serum cholesterol response to dietary cholesterol. Am. J. Clin. Nutr. 40,351-359. Kim, H.D., Lee, J.H., Shin, Z.I., Man, H.S. and Woo, H.J. (1995). Anticancer effects of hydrophobic peptides derived from a cheese slurry. Food Biotechnol. 4, 268-272. Krobicka, A., Bowen, W.H., Pearson, S. and Young, D.A. (1987). The effects of cheese snacks on caries in desalivated rats.J. Dent. Res. 66, 1116-1119.
Lee, K.N., Kritschevsky, D. and Pariza, M.W. (1994). Conjugated linoleic acid and atherosclerosis in rabbits. Atherosclerosis 118, 19-25. Leonarduzzi, G., Sottero, B. and Poli, G. (2002). Oxidized products of cholesterol: dietary and metabolic origin and proatherosclerotic effects (review). J. Nutr. Biochem. 13, 700-710. Lin, H., Boylston, T.D., Chang, M.L., Luedecke, L.O. and Shultz, T.D. (1995). Survey of the conjugated linoleic acid contents of dairy products. J. Dairy Sci. 78, 2358-2365. Ma, D.W.L., Wierzbicki, A.A., Field, C.J. and Clandinin, M.T. (1999). Conjugated linoleic acid in Canadian dairy and beef products. J. Agric. Food Chem. 47, 1956-1960. MacDonald, H.B. (2000). Conjugated linoleic acid and disease prevention: a review of current knowledge. J. Am. Coll. Nutr. 19, 111S-118S. McNamara, D.J. (1987). Effects of fat-modified diets on cholesterol and lipoprotein metabolism. Ann. Rev. Nutr. 7, 273-290. Meisel, H. (1993). Casokinins as inhibitors of angiotensinconverting-enzyme, in, New Perspectives in Infant Nutrition, Sawatzki, G. and Renner, B., eds., Thieme, Stuttgart. pp. 153-159. Meisel, H. (1998). Overview on milk protein-derived peptides. Int. Dairy J. 8,363-373. Meisel, H., Goepfert, A. and Gunther, S. (1997). ACE inhibitory activities in milk products. Milchwissenschaft 52,307-311. Morrissey, R.B., Burkholder, B.D. and Tarka, S.M. (1984). The cariogenic potential of several snack foods. J. Am. Dent. Assoc. 109,589-591. Moss, M. and Freed, D. (2003). The cow and the coronary: epidemiology, biochemistry and immunology. Int. J. Cardiol. 87,203-216. Mougios, V., Matsakas, A., Petridou, A., Ring, S., Sagredos, A., Melissopoulou, A., Tsigilis, N. and Nicolaidis, M. (2001). Effect of supplementation with conjugated linoleic acid on human serum lipids and body fat. J. Nutr. Biochem. I2, 585-594. Moynihan, P.J., Ferrier, S. and Jenkins, G.N. (1999). Carlostatic potential of cheese: cooked cheese-containing meals increase plaque calcium concentration. Br. Dent. J. 187, 664-667. Norat, T. and Riboli, E. (2003). Dairy products and colorectal cancer: a review of possible mechanism and epidemiological evidence. Eur. J. Clin. Nutr. 57, 1-17. O'Brierl, N.M. and O'Connor, T.P. (1993). Milk, cheese and dental caries. J. Soc. Dairy Technol. 46, 46-49. Olson, N.E and Johnson, M.E. (1990). Light cheese products: characteristics and economics. Food Technol. 44 (10), 93-96. Pappas, A.S., Joshi, A. and Palmer, C.A. (1995a). Relationship of diet to root caries. Am. J. Clin. Nutr. 61,423S-429S. Pappas, A.S., Joshi, A. and Belanger, A.J. (1995b). Dietary models for root caries. Am. J. Clin. Nutr. 61,417S-422S. Pihlanto-Leppala, A. (2002). Bioactive peptides, in, Encyclopedia of Dairy Sciences, Roginski, H., Fuquay, J.W. and Fox, P.F., eds., Academic Press, London. pp. 1960-1967.
Nutritional Aspects of Cheese
Recker, R.R., Bammi, A., Barger-Lux, M.J. and Heaney, R.R (1988). Calcium absorbability from milk products, an imitation milk and calcium carbonate. Am. J. Clin. Nutr. 47, 93-95. Renner, E. (1987). Nutritional aspects of cheese, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, General Aspects, Fox, RE, ed., Elsevier Applied Science, London. pp. 345-363. Reynolds, E.C. (1997). Remineralization of enamel subsurface lesions by casein phosphopeptide-stabilized calcium phosphate solutions. J. Dent. Res. 76, 1587-1595. Reynolds, E.C. and Black, C.L. (1987). Reduction of chocolate's cariogenicity by supplementation with sodium caseinate. Caries Res. 21,445-451. Reynolds, E.C. and del Rio, A. (1984). Effect of casein and whey protein solutions on caries experience and feeding patterns of the rat. Arch. Oral Biol. 29,927-933. Reynolds, E.C. and Johnson, I.H. (1981). Effect of milk on caries incidence and bacterial composition of dental plaque in the rat. Arch. Oral Biol. 26,445-451. Reynolds, E.C., Black, C.L. and Cai, E (1999). Advances in enamel remineralization: casein phosphopeptide-amorphous calcium phosphate. J. Clin. Dent. 10, 86-88. Rosen, S., Min, D.B., Harper, D.S., Harper, W.J., Beck, E.X. and Beck, EM. (1984). Effect of cheese, with or without sucrose, on dental caries and recovery of Streptococcus mutans in rats. J. Dent. Res. 63,894-896. Rugg-Gunn, A.J., Edgar, W.M., Geddes, D.A.M. and Jenkins, G.N. (1975). The effect of different meal patterns upon plaque pH in human subjects. Br. Dent. J. 139, 351-356. Sela, M., Gedalia, I. and Shah, L. (1994). Enamel rehardening with cheese in irradiated patients. Am. J. Dent. 7, 134-136. Shaw, J.H., Ensfield, B.J. and Vv~ollman, D.H. (1959). Studies on the relation of dairy products to dental caries in caries-susceptible rats. J. Nutr. 67, 253-273. Silva, M.D. de A., Jenkins, G.N., Burgess, R.C. and Sandham, H.J. (1986). Effect of cheese on experimental caries in human subjects. Caries Res. 20, 263-269. Silva, M.E de A., Burgess, R.C., Sandham, H.J. and Jenkins, G.N. (1987). Effects of water-soluble components of cheese on experimental caries in humans. J. Dent. Res. 66, 38-41. Smacchi, E. and Gobbetti, M. (1998). Peptides from several Italian cheeses inhibitory to proteolytic enzymes of lactic
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acid bacteria, Pseudomonas fluorescenes ATCC948 and to the angiotensin I-converting enzyme. Enzyme Microbiol. Technol. 22,687-694. Stanton, C. and Devery, R. (2002). Formation and content of cholesterol oxidation products in milk and dairy products, in, Cholesterol and Phytosterol Oxidation Products: Analysis, Occurrence and Biological Effects, Guardiola, E, Dutta, R C., Codony, R. and Savage, G.R, eds., AOCS Press, Champaign, IL. pp. 147-161. Stepaniak, L., Fox, RE, Sorhaug, T. and Grabska, J.J. (1995). Effect of peptides from the sequence 58-72 of [3-casein on the activity of endopeptidase, aminopeptidase and X-proplyl-dipeptidyl aminopeptidase from Lactococcus. J. Agric. Food Chem. 43,849-853. Surgeon General (2000). Oral Health in America: A Report of the Surgeon General. US Department of Health and Human Services, Rockville, MD. Vacca-Smith, A.M., Wuyckhuyse, B.C., Tabak, L.A. and Bowen, W.H. (1994). The effect of milk and casein proteins on the adherence of Streptococcus mutans to saliva-coated hydroxyapatite. Arch. Oral Biol. 39, 1063-1068. Voorrips, L.E., Brants, H.A.M., Kardinaal, A.EM., Hiddink, G.J., van den Brandt, RA. and Goldbohm, R.A. (2002). Intake of conjugated linoleic acid, fat, and other fatty acids in relation to postmenopausal breast cancer: the Netherlands Cohort Study on Diet and Cancer. Am. J. Clin. Nutr. 76, 873-882. Weiss, M.E. and Bibby, B.G. (1966). Effects of milk on enamel solubility. Arch. Oral Biol. 11, 49-57. Zhang, D. arid Mahoney, A.W. (1989a). Effect of iron fortification on quality of Cheddar cheese. J. Dairy Sci. 72, 322-332. Zhang, D. and Mahoney, A.W. (1989b). Bioavailability of iron-milk protein complexes and fortified Cheddar cheese. J. Dairy Sci. 72, 2845-2855. Zhang, D. and Mahoney, A.W. (1990). Effect of iron fortification on Cheddar cheese. J. Dairy Sci. 73, 2252-2258. Zhang, D. and Mahoney, A.W. (1991). Iron fortification of process Cheddar cheese. J. Dairy Sci. 74,353-358. Zlatanos, S., Laskaridis, K., Feist, C. and Zagredos, A. (2002). CLA content and fatty acid composition of Greek Feta and hard cheeses. Food Chem. 78,471-477.
Factors that Affect the Quality of Cheese P.F. Fox, Department of Food Science, Food Technology and Nutrition, University College, Ireland T.M. Cogan, Dairy Products Research Centre, Teagasc, Fermoy, Ireland
Introduction As discussed in 'Cheese: An Overview', Volume 1 and 'Diversity of Cheese Varieties: an Overview', Volume 2, the manufacture of cheese exploits either of two properties of the casein system: precipitation/coagulation at the isoelectric pH (4.6), which is exploited in the production of fresh, acid-coagulated cheeses ( - 2 5 % of total cheese production), or by limited proteolysis using rennets which specifically hydrolyse the micellestabilizing protein, K-casein, following which the rennetaltered micelles coagulate in the presence of Ca 2+ at a temperature > 2 0 ~ usually 3 0 - 3 5 ~ ( ' 7 5 % of cheese production). Most acid-coagulated cheeses are consumed fresh (unripened) whereas the vast majority of rennet-coagulated cheeses are ripened for a period ranging from - 3 weeks to > 2 years. Although there are recognizable differences between the unripened curds for different cheeses, mainly with respect to moisture content and texture, the characteristic differences between the 1000 or so varieties of cheese develop during ripening. The quality of acid-coagulated cheeses is subject to some variation but the fact that they are consumed fresh and that no modifications are required after manufacture, makes them relatively easy to produce with consistent quality (see 'Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1 and 'Acid- and Acid-Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties', Volume 2). In contrast, the characteristic quality of rennet-coagulated cheeses develops mainly during ripening and frequently depends on the growth of a secondary microflora, which are not readily reproducible. During ripening, a complex array of microbiological, biochemical and chemical reactions occur and therefore there are many opportunities for problems to develop. In this chapter, the quality aspects of rennet-coagulated cheeses will be considered. Some of the principal areas of cheese science through which cheese quality can be improved through research will be discussed. Cheese is the quintessential convenience f o o d - it can be consumed as it is without preparation, can be
used as a sandwich filler, grated or diced and used as a condiment or as a component of several cooked dishes. At least 50% of cheese is used, at home or in the factory, as an ingredient or component of other foods. The principal applications of cheese as an ingredient are discussed in 'Cheese as an Ingredient', Volume 2. The use of cheese as a food ingredient is increasing and for many of these applications, the principal criterion of quality depends on the functionality of the cheese, which depends mainly on the physico-chemical properties of the proteins. When used as an ingredient in food applications, cheese is expected to perform one or more functions and there is considerable commercial interest in producing cheese products with functional properties tailor-made for particular applications. Cheese may be used as an ingredient in several forms: 9 natural cheese: sliced, diced or grated; 9 processed cheese products; 9 dried cheese products: - dried, grated natural cheese (a traditional product); - cheese powders. 9 enzyme-modified cheese products, which may be produced from mild cheese or fresh cheese curd or from blends of enzyme-treated casein and fats and are used mainly as high-intensity cheese flavours. There are several aspects to the quality of cheese; some are applicable to all cheese products and applications, others are significant for specific cheeses. Probably the most important aspects of cheese are: 9 9 9 9 9 9
safety from a public health viewpoint nutritional flavour texture functionality appearance, e.g., - Cheese must conform to the expected characteristics of the variety. There are obvious differences between the principal families of cheese but it may not be so easy to differentiate between cheeses claimed to
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 1: General Aspects ISBN: 0-1226-3652-X Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
584
Factors that Affect the Quality of Cheese
belong to similar varieties, e.g., Gouda and Edam, Cheddar and Gloucester, Brie and Camembert. The borderlines are blurred and within each variety, a certain degree of variability is tolerated and acceptable. - Reproducibility/reliability - consumers expect that a product will be reproducible and consistent between batches and over time with respect to flavour, texture, appearance and functionality, especially for the principal, 'mass-produced' varieties; some variability is tolerated, perhaps even expected, in artisanal cheeses.
Milk Selection Pre-treatment Standardization
Cheesemilk Addition of: starter culture (acidification) colour (optional) CaCI2 (optional) Coagulation [rennet or acid (produced in situ or pre-formed) or heat/acid]
Production of Rennet-Coagulated Cheese The production of rennet-coagulated cheese can be divided into two phases:
Coagulum (gel) Cut coagulum Stir Heat Acidification (rennet-coagulated cheeses) Separation of curds from whey
9 Conversion of milk to curd 9 Conversion of curd to cheese The key operations are summarized in Fig. 1. The production of good-quality cheese depends on a good milk supply from the chemical and microbiological viewpoints. Raw milk is a rather variable commodity and is subjected to a range of processes aimed at modifying, standardizing and optimizing the cheesemaking properties of milk. Given a good milk supply, the first objective is to produce curd of the desired chemical composition with the desired microflora. Unless these criteria are met, the curd will not evolve into cheese with the characteristic flavour, texture and functionality during ripening. The ripening of cheese, and hence its quality, is due to the activity of micro-organisms and enzymes from four or five sources: 9 9 9 9 9
Milk Rennet Primary starter Secondary cultures Adventitious (non-starter) bacteria
It is reasonable to expect that it should be possible to produce premium-quality cheese consistently by controlling these agents; however, in spite of considerable research and quality control efforts, it is not yet possible to do so. A very wide and diverse range of factors interact to affect the composition of cheese curd and hence the quality of the final cheese; an attempt to summarize these is shown in Fig. 2, which follows the same sequence as Fig. 1. Some of these factors/agents can be manipulated easily and precisely while others are more difficult, or perhaps impossible, to control. Indeed, the precise influence of many of the factors included
Curds Acidification Special operations (e.g., cheddaring, stretching) Salting (some varieties) Moulding Pressing (some varieties)
Fresh cheese
~
Salting (most varieties) Ripening (most rennet-coagulated cheeses)
Mature cheese Figure 1 General protocol for cheese manufacture (from Fox et al., 2000).
in Fig. 2 on cheese ripening and quality are not known precisely and many of the factors are interactive. It is possible to apply the principles of Hazard Analysis Critical Control Point (HACCP) analysis to cheese production and it is hoped that this article may stimulate efforts to apply HACCP principles to cheesemaking. The principal items in Fig. 1 and 2 will be discussed individually in the following sections.
Milk Supply It is well recognized that the quality of the milk supply has a major impact on the quality and consistency of the resultant cheese. Three aspects of quality must be considered: microbiological, enzymatic and chemical.
Species Breed Stage of lactation Plane of nutrition Animal health
Composition cell c o u n t
\ RAW MILK I--~-[ Public health and safety ', ' ,
On-farm jr hygiene Transport
1temperature
Thermization I Standardization-~[-~Pasteurization
I CREESE MILK I
In-factory L time
natural creaming centrifugal milk powder UF
Selection criteria Acid production Phage sensitivity Ripening properties Rate of lysis
Colour CaCI2 GDL Starter culture Secondary/adjunct culture
Gel strength subjective/objective assessment I - cheese yield - curd ~omposition
I COA~~~~jn;t I ~Cut ~
~
I C U R D S /IW H_E Y
Cheese quality
-
Acidification-
~
~ - cheese yield - curd composition
. -
{- curd syneresis curd composition - acidification retention of coagulant
Cook~ - syneresis 1 curd composition I curd structure ~, retention of coagulantI solubilization of CCP .J
Composition - casein - fat - calcium - pH - enzymes
Agitate
~ c u r d syneresis curd composiiton
Whey I CUI I D S I - Acidification Dehydration Texturization? Salting? Moulding Pressing? i
I s ~ ~--Rennet Milk enzyme StarterenzYmes Secondary culture Adventitious ~__
I
I- Salting ~- Special secondary cultures -
Coating/packaging~
, ~RIPENING I ~ //~ I - Composition - Temperature - Humidity - Time
Proteolysis Lipolysis j - Glycolysis - Secondary changes J MATURE CHEESE I -
pH ~Fat
~
Cl
)
Flavour
Texture ~ "
Functional properties
Figure 2 Interaction of compositional and technological factors that affect the quality of cheese. 585
586
Factors that Affect the Quality of Cheese
Microbiological
Three aspects of the microbiology of cheese milk are of interest/concern: 9 Public health 9 Off-flavours and spoilage 9 Desirable bacteria
Public health aspects As a product of animal origin, milk may become contaminated with pathogenic micro-organisms, and this, clearly, is of great concern. Previously, the principal pathogens of concern in milk were Mycobacterium boris and Brucella abortus, but in developed dairying countries today, these pathogens have been largely or entirely eliminated from the dairy herd. Today, a wide range of pathogens are of concern, mainly Listeria monocytogenes, enterotoxigenic strains of E. coli, e.g., E. coli O157 H7, Shigella, Erwinia, Campylobacter, Staphlyococcus, Salmonella spp. and M. paratuberculosis. Many of these micro-organisms do not grow in milk which simply acts as a vector. In cheese, these pathogens die off under the rather hostile conditions in well-made cheese which has a relatively low pH (5.3), a relatively high salt content (5-10% sah-inmoisture; S/M) and perhaps bacteriocins. For this reason, Public Health Authorities in many counties require that cheese made from raw milk be aged for 60 days, although this practice may not be fully effective. Alternatively, cheese must be made from pasteurized milk or the cheese itself must be pasteurized, as in processed cheese. Cheese, the pH of which does not decrease at the desired rate or to the desired extent during manufacture (e.g., due to bacteriophage infection or contamination with antibiotics) or if the pH increases substantially during ripening, e.g., surface mould- or smear-ripened cheese, are most at risk. High-moisture, fast-ripening cheeses are at a greater risk of harbouring pathogens than low-moisture, slowripening varieties. A considerable amount of cheese is made from raw milk, especially in France, Germany and southern European countries, but there is increasing pressure in northern Europe and North America to produce all cheese from pasteurized milk. There have been very few reported outbreaks of food poisoning from the consumption of raw milk hard, long-ripened cheese varieties. In all outbreaks for which adequate data are available, mitigating circumstances, e.g., lack of a starter culture or poor starter activity, have also been involved. Clearly, raw milk cheese is safe if adequate precautions are taken. However, it should be remembered that most raw milk cheeses are high-cooked, hard
or extra-hard v a r i e t i e s - many of these cheeses, e.g., Parmigiano Reggiano, Grana Padano, Swiss Emmental and Gruyere de Comte, are cooked at --~55 ~ the cooked curds are transferred while hot to moulds with a capacity of 20-60 kg curd and consequently, the curds cool s l o w l y - most of these 'raw milk' cheeses are in fact pasteurized, as indicated by a negative alkaline phosphatase test. High-moisture, raw-milk cheeses are of more concern but most of these have a low initial pH (4.6) and appear to be safe. It is probably significant that raw-milk cheeses are made on a small/very small scale from very fresh milk from healthy cows. For further discussion on pathogens in cheese, see 'Growth and Survival of Microbial Pathogens in Cheese', Volume 1. It is unlikely that it will be possible to produce raw milk guaranteed free of pathogenic bacteria. However, milk with very low numbers of pathogens can be produced from healthy animals and any pathogens that do enter milk can be: 9 killed (pasteurization or novel alternatives); 9 removed (bactofugation or microfihration (MF); see 'Application of Membrane Separation Technology to Cheese Production', Volume 1); 9 prevented from growing or killed, e.g., by use of low pH, selected bacteriocin-producing starters. To date, efforts to remove pathogens from cheese milk have concentrated on adequate pasteurization. There is ongoing research on alternative methods and it is likely that work in this area will continue and probably expand. Off-flavours and spoilage A second beneficial effect of pasteurization is the killing of spoilage micro-organisms, e.g., coliforms, pseudomonads and yeasts. In countries with a developed dairy industry, the quality of the milk supply has improved markedly during the past 30 y e a r s - total bacterial counts (TBC) are now usually <20 000 cfu/ml ex-farm. The TBC probably increases during transport to and storage at the factory, but growth can be minimized by thermization (65 ~ 3< 15 s) of the milk on reception at the factory, which is a standard practice in some countries. The presence of Clostridium tyrobutyricum poses special problems. Although many cheeses are made from raw milk, quantitatively, most cheese is made from milk pasteurized at or close to 72 ~ X 15 s. If produced from goodquality raw milk and if subsequently handled under hygienic conditions, pasteurized milk should have a very low TBC (a few hundred cfu/ml) and therefore
Factors that Affect the Quality of Cheese
represents a very uniform raw material from a microbiological viewpoint. Some alternatives to pasteurization are likely to become industrially significant.
Desirable hTdigenous bacteria Some of the adventitious micro-organisms in raw milk, especially the non-starter lactic acid bacteria (NSLAB), probably contribute positively to cheese f l a v o u r - it is generally accepted that the flavour of raw-milk cheese is more intense, although more variable, than that of pasteurized milk cheese. Although the reason(s) for the differences in flavour between raw and pasteurized milk cheese has not been explained to everybody's satisfaction and is still under investigation, there is broad support for the view that adventitious NSLAB are mainly responsible. These indigenous LAB are killed by pasteurization; attempts are being made to replace them through the use of adjunct cultures (see also 'Secondary and Adjunct Cultures', 'The Microbiology of Cheese Ripening' and 'Raw Mild Cheeses', Volume 1). While raw milk may be acceptable for cheesemaking in small-scale, manually operated factories, the cheesemaking quality of even good-quality raw milk is too variable to be used successfully in very large, highly automated factories such as those involved in the manufacture of Cheddar, Gouda or Mozzarella (Pizza) cheese. In these cases, it is highly probable that pasteurized milk will continue to be used, with selected adjunct cultures added to simulate the superior quality of raw-milk cheese. Alternatives to pasteurization
There are a number of alternatives to pasteurization for the decontamination of cheese milk: 9 Thermization- heat treatment at a sub-pasteurization temperature, e.g., 65 ~ • 15 s; thermization is intended to reduce the microflora of raw milk and extend the period for which it may be held at the factory without a risk of spoilage. Although thermization does not meet the requirements for pasteurization from the public health viewpoint, it is fairly widely used for cheese milk and in combination with other hurdles, e.g., cooking of the cheese curd, low pH, high S/M, is probably adequate to render good-quality milk free of pathogens and foodpoisoning bacteria; 9 Microfiltration; 9 Bactofugation, which may be used as a general, quite efficient method for the removal of bacteria and spores from milk but which is not widely used;
587
9 The LPO-H202-SCN- system, which is not used commercially for cheese milk; 9 Addition of H202, which is not used in developed dairying countries; 9 Pre-ripening milk with bacteriocin-producing cultures. Microfiltration is a very efficient method for the removal of bacteria from m i l k - >99.9% of the bacteria can be removed, i.e., it is more efficient than pasteurization. Microfiltration has the added advantage over pasteurization that no heat damage is caused to the whey proteins. In addition to killing bacteria, MF removes somatic cells, which are significant sources of enzymes and are generally believed to have a negative effect on cheese quality. However, the quality of Cheddar (McSweeney et al., 1993) and Gruyere de Comte (Beuvier et al., 1997) cheese made from pasteurized or MF milk was similar and different from that of raw-milk cheese, suggesting that NSLAB, rather than other factors, the distinguishing factors. At present, MF is not used commercially for the general removal of bacteria from cheese milk and it is not acceptable as an alternative to pasteurization from a public health viewpoint because it cannot guarantee milk free from pathogens. However, MF is provisionally accepted in France as a suitable alternative to HTST pasteurization for the decontamination of beverage milk (see 'Application of Membrane Separation Technology to Cheese Production', Volume 1). If no problems are encountered, it is likely that MF will become an acceptable alternative to pasteurization of cheese milk. A serious microbiological problem in many/most cheeses arises from the growth of Clostridium tyrobutyricum in the cheese during ripening which catabolizes lactic acid to butyric acid and H2, with the production of off-flavours and late gas blowing. Cheddar-type cheese is an exception owing to the rapid decrease in pH and the rapid increase in S/M to an inhibitory level. The principal sources of CI. tyrobutyricurn are soil and silage; the feeding of silage to cows, the milk of which is to be used for cheesemaking, is prohibited in Switzerland and parts of France. However, in most countries, the outgrowth of Cl. tyrobutyricurn is prevented by the use of NaNO3 or lysozyme or the spores are removed by bactofugation or ME Indigenous enzymes
Milk contains about 60 indigenous enzymes (see Fox et al., 2003), the significance of which for cheese quality has not yet been researched adequately. Several indigenous enzymes have the potential to affect cheese quality, especially lipoprotein lipase (LPL), proteinase(s), acid
588
Factors that Affect the Quality of Cheese
and alkaline phosphatase, xanthine oxidase (XO) and perhaps sulphydryl oxidase (SO), lactoperoxidase and y-glutamyl transpeptidase. Some of these enzymes are active in milk prior to cheesemaking and adversely affect the yield and/or quality of cheese. Many of the indigenous milk enzymes survive HTST pasteurization (72 ~ X 15 s) and at least some, e.g., plasmin, acid phosphatase and XO, are active during cheese ripening. Lipoprotein lipase has the potential to cause significant lipolysis in milk and the resulting fatty acids are concentrated in the cheese curd where they may cause hydrolytic rancidity, especially in mild-flavoured cheese. Normally, LPL has low activity in milk where it is separated from its triglygeride substrates by the milk fat globule membrane (MFGM). However, the MFGM is quite susceptible to damage due to rough handling of milk, leading to activation of the LPL, and rancidity. Plasmin, the principal indigenous proteinase in milk, hydrolyses O t s l - , Ors2- and, especially, [3-casein, producing y- and k-caseins, some of the proteose peptones (PP) and other peptides. Plasmin activity reduces cheese yield because the PPs are not incorporated into the cheese curd and is reported to damage the quality of the rennet-induced coagulum. Plasmin activity increases with advancing lactation, age of cow and mastitis and its action may result in a weak coagulum with poor syneresis properties- the consequences are reduced yield of cheese and a high moisture content. The formation of y-caseins in cheese during ripening clearly indicates that plasmin is active in cheese - it is mainly responsible for the hydrolysis of [3-casein in lowcooked cheeses and for total primary proteolysis in highcooked varieties in which the rennet is extensively or totally inactivated (see 'Proteolysis in Cheese during Ripening', Volume 1,). Studies on the effect of the plasmin inhibitor, 6-amino hexanoic acid, have shown that plasmin makes a significant, but not essential, contribution to proteolysis in Cheddar cheese; addition of exogenous plasmin accelerates proteolysis. A study of the effect of plasmin inhibitors on the ripening of high-cooked cheeses should be interesting. Milk contains at least four times as much plasminogen as plasmin. The indigenous plasminogen may be activated by added plasminogen activators (there are some indigenous plasminogen activators in milk), which accelerate proteolysis in cheese (Barrett et al., 1999). Dephosphorylation by acid phosphatase may be responsible for some of the variability in the level of phosphorylation exhibited by caseins but incomplete phosphorylation may also be responsible. The significance of the variability in the level of phosphorylation in cheese quality is unknown but dephosphorylation of casein-derived peptides in cheese may be significant. It is claimed that alkaline phosphatase is active in Grana
Padano cheese during ripening and is responsible for the dephosphorylation of casein phosphopeptides, which is significant for proteolysis. Alkaline phosphatase is inactivated by HTST pasteurization. Acid phosphatase survives pasteurization and since it is concentrated in the MFGM, it is concentrated in cheese curd. Many of the small water-soluble peptides produced by primary proteolysis are phosphopeptides and are partially dephosphorylated during ripening, either by milk acid phosphatase or by bacterial phosphatases. Since phosphopeptides are resistant to the action of proteinases and peptidases, dephosphorylation by phosphatase action is an important pre-requisite for secondary proteolysis in cheese. However, objective studies on the significance of phosphatase activity in cheese ripening and quality have not been reported. Xanthine oxidase reduces nitrate to nitrite which is needed for anti-clostridial activity Eventually, all nitrate and nitrite are decomposed to N2, probably by XO. Degradation of nitrate is important since it may react with amino acids to form carcinogenic nitrosamines. Sulphydryl oxidase oxidizes sulphydryl groups to disulphides: 2RSH ~
RmSmS--R
Several small sulphydryl compounds, e.g., H2S, methanethiol, dimethyl sulphide and dimethyl disulphide, are important for cheese flavour. Sulphydryl oxidase oxidizes and protects the sulphydryl groups of proteins and this may affect the redox potential (Eh) of cheese and the stability of thiol compounds and hence the quality and stability of cheese. Somatic cells are an important source of enzymes, especially proteinases, in milk. Somatic cell count (SCC) is negatively correlated with cheese yield and quality; an SCC < 300 000 per ml is recommended. As discussed above, the somatic cells in milk can be removed by ME which should, therefore, improve cheese quality and reduce variability. Although precise information is lacking, it is not likely that indigenous enzymes in milk are a major cause of variability in cheese quality; some of these enzymes contribute to cheese ripening and may contribute to the superior quality of raw milk cheese, a possibility that warrants investigation. Chemical composition
The chemical composition of milk, especially the concentrations of casein, fat, calcium and pH, has a major influence on several aspects of cheese manufacture, especially rennet coagulability, gel strength, curd syneresis, and hence cheese composition and cheese yield. When
Factors that Affect the Quality of Cheese
seasonal milk production is practised, as in New Zealand, Ireland and Australia, milk composition varies widely but there is some variability even with random calving patterns mainly due to nutritional factors. The constituents of milk are influenced by several factors, including species, breed, individuality, nutritional status, health and stage of lactation of the producing animal. Owing to major compositional abnormalities, milk from cows in the very early or late stages of lactation and those suffering from mastitis should not be used for cheesemaking. Somatic cell (leucocyte) count is a useful index of quality. Some genetic polymorphs of the milk proteins improve cheese yield and quality and there is an increasing interest in breeding for these. The milk should be free of chemical taints and free fatty acids, which cause offflavours in the cheese, and antibiotics which inhibit bacterial cultures. There is considerable information on the effects of protein content, [Ca] and pH on the various renneting parameters of milk in model systems and quite an amount of information on their effects in cheesemaking experiments. However, there is less information on the effects on the simultaneous change in two or more of these factors, especially in actual cheesemaking experiments. Studies on the interactive effects of these and other compositional factors on the cheesemaking properties of milk and on the quality of the resulting cheese are warranted. It is possible to reduce, but not eliminate, the variability in the principal milk constituents by standardizing the concentrations of fat and casein, not just the ratio (protein content can be standardized by adding UF retentate), the pH (using gluconic acid-8-1actone) and calcium content (by adding CaC12). Standardization of milk composition
589
9 adding cream; 9 adding milk powder or uhrafihration retentate; such additions also increase the total solids content of the milk and hence cheese yield. Calcium
Calcium plays a critical role in the coagulation of milk and in the subsequent processing of the coagulum; it is common practice to add Cat12 (e.g., 0.01%) to cheese milk, i.e., 40 mg Ca/1 milk. This is small in comparison with the indigenous concentration of Ca in milk, 1200 mg/l. Addition of 40 mg/l Ca to milk increases the concentrations of soluble, colloidal and ionized Ca and reduces the pH of milk, all of which have positive effects on the various renneting parameters (see 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1).
pH The pH of milk is a critical factor in cheesemaking (see 'Rennet-induced Coagulation of Milk' and 'The Syneresis of Rennet-coagulated Curd', Volume 1). The addition of 1-2% starter culture to milk reduces the pH of the milk immediately by about 0.1 unit. Starter concentrates (direct-to-vat starters; DVS), which are now used widely, especially for small and medium factories, have no immediate, direct acidifying effect. Previously, it was standard practice to add the starter to the cheese milk 30-60 min before rennet addition. During this period, the starter began to grow and produce acid, a process, referred to as 'ripening', which served a number of functions: 9 It allowed the starter bacteria to enter the exponential phase of growth and hence to be highly active during cheesemaking; this is not necessary with modern high-quality starters. 9 The lower pH favoured rennet action and gel formation.
Fat and casein
Different cheese varieties have a defined fat-in-dry matter (FDM) content, in effect, a certain fat-to-protein ratio, and this situation has legal status in the 'Standards of Identity' for many varieties. While the moisture content of cheese, and hence the levels of fat and protein, is determined mainly by the manufacturing protocol (including size of curd particles, pH, cook temperature, agitation, pressing), the fat to protein ratio is determined mainly by the fat to casein ratio in the cheese milk. Depending on the ratio required, it can be modified by: 9 removing some fat by gravity creaming, as practised in the manufacture of Parmigiano Reggiano, or by centrifugation; 9 adding skim milk;
However, the practice increases the risk of bacteriophage infection of the starter; phage become distributed throughout liquid milk but after it has coagulated, the phage cannot move through the coagulum and hence can infect only those cells in the immediate vicinity of an infected cell. This practice has been discontinued for most cheese varieties. The pH of milk on reception at the dairy is higher today than it was previously, owing to improved hygiene during milking and the widespread use of refrigeration at the farm and factory. In the absence of acid production by contaminating bacteria, the pH of milk increases slightly during storage due to the loss of CO2 to the atmosphere. The natural pH of milk is ---6.7 but varies somewhat (e.g., it increases in late lactation and during mastitic infection).
590
Factors that Affect the Quality of Cheese
To off-set these variations in pH and to reduce it as an alternative to ripening, the pre-acidification of milk by 0.1-0.2 pH units is recommended, either through the use of the acidogen, gluconic acid-8-1actone, or by limited growth of a lactic acid starter, followed by pasteurization (referred to as pre-maturation). Pre-acidification improves the uniformity of rennet-coagulated milk gels, which is reflected in the production of cheese of more uniform quality. Pre-acidification through the growth of a starter culture, which is fairly widespread in France, would appear to pre-dispose the system to the growth of phage, which are not killed by pasteurization, and undesirable bacteria. O
O
ii
C
I
il
C~OH
~
I
HC---OH
HC~OH
I
HO--C--H
H20
I
HO~C~H
HC--OH
I H~OH
HC
HC--OH
I
I I
CH2OH Gluconic acid-&lactone
I
CH2OH Gluconic acid
In addition to variations in gross composition, there are numerous minor differences and variations which are not easily removed or standardized. Some of the more significant of these are due to inter-species differences. Although the vast majority of cheese, worldwide, is produced from cows' milk, sheep's and goats' milk are very significant for cheese in southern Europe and in the Middle E a s t - many world-famous cheeses are made from sheep's milk, e.g., Manchego, Feta, Roquefort and the Italian Pecorino varieties. Sheep's milk is used mainly for the production of cheese and yoghurt. Goats' milk or mixtures of sheep's and goats' milk are also used widely for cheese production (see 'Cheeses Made from Ewes' and Goats' Milk', Volume 2). Buffalo milk is used for the production of cheese in southern Italy (Mozzarella di Buffala) and especially in Egypt. Bovine, ovine, caprine and buffalo milk differ from each other in many respects: concentrations of fat, protein, many inorganic salts, enzymes, fatty acid profile, types and proportions of caseins. These differences cannot be changed and are reflected in the quality of the cheese produced from these milks. The most obvious difference arises from differences in fatty a c i d s - ovine and caprine milk-fat have considerably higher concentrations of hexanoic, octanoic and decanoic acids and branched, medium-chain fatty acids than bovine milkfat and these are readily apparent as differences in the
flavour of the cheese. Ovine and caprine caseins are considerably different from the bovine caseins. It is likely that there are differences in the peptide and amino acid profiles of cheese produced from bovine, ovine, caprine or buffalo milk and that these affect the flavour of the cheeses. A notable example of this is that the rennet from the thistle, Cynara cardunculus, produces very satisfactory cheese from sheep's milk, e.g., Sera de Estrala (see 'Cheeses Made from Ewes' and Goats' Milk', Volume 2), but this rennet produces very bitter cheese from cows' milk. Cows transfer high levels of carotenoids from their feed to their milk or meat whereas sheep, goats and buffalo do not. Consequently cheese, butter and other dairy products produced from cows' milk are much more yellow than those made from milk of the other species and may be unattractive to certain consumers. The yellow colour can be destroyed by bleaching (H202 or benzoyl peroxide) or masked (by chlorophyll or TiO2). The milk of all species contains the same range of enzymes but at different levels; the significance of these differences is not known. Several sapid compounds are transferred from the animal's feed to its milk and affect the flavour of cheese made therefrom. There is a widely held view that the milk of cows fed on unimproved pasture yields better and more distinctive cheese than that from cows fed a more homogeneous diet. Further work in this area is warranted.
Coagulant
(rennet)
The key and characteristic step in the manufacture of rennet-coagulated cheeses is the coagulation of milk through the limited proteolytic action of certain proteinases, called rennets. Several proteinases can coagulate milk but only a few are suitable for cheese production. Traditionally, rennets were extracts of the gastric tissue of calves, kids or lambs, in which the principal enzyme is chymosin. Owing to increased production of cheese, concomitant with a reduced supply of calfs' stomachs, the supply of calf rennet has been inadequate for many years. This led to a search for 'rennet substitutes', four of which are commercially successful: bovine pepsin and proteinases from the fungi, R. meihei, R. pusillus and C. parasitica (porcine pepsin was used previously to a limited extent). All successful rennet substitutes are aspartyl (acid) proteinases. The gene for calf chymosin has been cloned in several micro-organisms and the product (referred to as fermentation-produced chymosin; FPC) is now widely used for cheesemaking in many, but not all, countries. The extract of the thistle, Cynara cardunculus,
Factors that Affect the Quality of Cheese
is used in the manufacture of certain cheeses in Portugal and Spain. The active enzyme is cardosin, which is an acid proteinase (which are rare in plants). Thistle rennet is unsuitable for cheesemaking in general. The mechanism by which chymosin coagulates milk is well established at the molecular level (see Fox and McSweeney, 1997; Fox et al., 2000; Hyslop, 2003; 'Rennetinduced Coagulation of Milk', Volume 1). Chymosin specifically hydrolyses K-casein, the protein responsible for the stability of the casein micelles, at Phel05--Metl06, releasing the hydrophilic C-terminal peptide (referred to as the glyco- or caseino-macropeptide) and destabilizing the micelles. All commercial rennet substitutes hydrolyse the Phel05--Metl06 bond except C. parasitica proteinase, which hydrolyses Serl04--Phel05. The rennetaltered micelles coagulate in the presence of Ca 2+ at a temperature >20 ~ (in cheesemaking, at 30-35 ~ It has been proposed (Andreeva et al., 1992; Gustchina et al., 1996) that chymosin normally exists in an inactive conformation but is activated when the substrate binds in the active site cleft of the enzyme. It has been suggested that the sequence--H.P.H.P.HB (residues 98-102 of K-casein) is responsible for this conformational change. This sequence occurs in the K-casein of cow, goat, sheep and buffalo but not in the K-casein of the mare, camel, pig, rat or human, in which the corresponding sequence is ..HPRPH.., ..RPRPR.., ..RPRPH.., ..HPINR. and ..RPNLH.., respectively (Iametti et al., 2001; Martin etal., 2003). Therefore, one would expect that calf chymosin would not coagulate the milk of the mare, camel, pig, human or rat. There have been few studies on the coagulation of non-bovine milk by calf chymosin. The commercial use of calf rennet in cheesemaking from sheep, goat or buffalo milk indicates that calf chymosin can hydrolyse the K-casein in these milks, as expected from the above hypothesis. Calf chymosin can also coagulate porcine milk (Fox, 1975b); in fact, porcine milk is coagulated by calf rennet at 4 ~ whereas bovine milk is not, due to the nature of the non-enzymatic secondary phase. Some investigators have reported that camel milk is not coagulated by calf rennet but Farah (1993) reported that it is coagulated slowly to a weak gel. The status of mares' milk with respect to K-casein remained unclear until very recently. Ochirkhuyag et al. (2000) reported that equine milk does not contain K-casein and that the micelle-stabilizing function is played by [3-casein; however, Malacarne et al. (2002) reported that it contains a low level (<7%) of K-casein which has been isolated and sequenced (Egito et al., 2001, 2002; Iametti et al., 2001). Equine K-casein is hydrolysed at Phe97--Ile98 (Egito et al., 2001) (which correspond to Phel05--Metl06 of bovine K-casein). However, equine milk does not appear (Fox, unpublished) to
591
be coagulated by calf chymosin or Fromase (R. miehei proteinase) at pH 6.6 (normal pH --~7.0 or higher). Studies on the coagulability of equine milk by different rennets and under different conditions appears to be warranted. We are not aware of studies on the coagulation of human or rat milk by calf chymosin. Studies on the action of chymosins from various species on the caseins from a range of species would be interesting. For a proteinase to be successful as a rennet substitute, two characteristics are important: 9 Specific hydrolysis of K-casein at or close to Phel05BMetl06; if other bonds in any of the caseins are hydrolysed, the resulting peptides may be lost in the whey, causing a reduction in cheese yield. 9 Its general proteolytic specificity during cheese ripening must be low and similar to that of chymosin (see below). It is generally accepted that calf chymosin produces the best quality cheese. An adequate supply of chymosin from genetically engineered micro-organisms is now available (although its use is not permitted in all countries) and therefore rennet quality should not be a cause of variability in cheese quality. In the presence of Ca 2+, the rennet-altered micelles in bovine milk coagulate to form a gel at a temperature >20 ~ this is referred to as the secondary phase of rennet coagulation. Renneted bovine milk does not coagulate <---18 ~ above which coagulation has a Q10 of 16. The very high temperature dependence of the secondary phase of coagulation has not been explained fully. Presumably, hydrophobic interactions are involved; perhaps the temperature-dependent dissociation of [3-casein from the casein micelles is a contributory factor. The temperature dependence of the coagulation of rennet-altered micelles is reduced by reducing the pH and increasing the [Ca 2+ ] or casein concentration, e.g., by UE As mentioned above, porcine milk is coagulated by rennet at 4 ~ The reason(s) for the difference between bovine and porcine milk in this regard has not been explained. In spite of many studies on the mechanism of coagulation of rennet-altered casein micelles and kinetics thereof, a generally applicable model of the phenomenon has not been developed. The subject is comprehensively reviewed in 'Rennet-induced Coagulation of Milk', Volume 1. Further research on various aspects of the secondary phase of rennet coagulation of, and the effect of low temperatures on, bovine milk and that of other species appear warranted. Some of the added rennet is retained in cheese curd. The amount retained varies with rennet type, cook temperature and pH at draining; these variables
592
Factors that Affect the Quality of Cheese
should be standardized if cheese of consistent quality is to be produced. The proportion of rennet retained in the curd is proportional to its moisture content, reflecting the presence of rennet mainly in the aqueous phase of cheese. However, everything else being equal, more chymosin than other rennets is retained in the curd, suggesting that chymosin is adsorbed more strongly on the caseins. The amount of chymosin and pepsin retained in low-cooked cheeses increases strongly as the pH of the curds-whey is reduced. In the case of chymosin, this is due to increased adsorption, for unknown reasons, onto the casein; for pepsin, which is very pH-sensitive (irreversibly denatured at pH 7), greater stability at a lower pH is also a major factor. Surprisingly, pH has no effect on the retention of fungal rennets, a lower proportion of which is retained in the curd than chymosin (see Fox and McSweeney, 1997). Obviously, cook temperature has a major effect on the level of residual rennet in the c u r d - chymosin and bovine pepsin are extensively or totally denatured in high-cooked cheese, e.g., Parmigiano Reggiano or Emmental; porcine pepsin is extensively denatured even in low-cooked cheeses due to its sensitivity to pH > 6.5. Low-cooked, low-pH, highmoisture cheese, e.g., Camembert, retains ---30% of the added chymosin activity; Cheddar retains "--6% and Emmental "--0%. Everything else being equal, increased retention of the coagulant in cheese curd results in greater initial hydrolysis of C~sl-casein; however, the significance of this variable on the flavour and texture of cheese has not been studied thoroughly. It has been suggested that the activity of chymosin in cheese curd is the limiting factor in cheese ripening; however, excessive rennet activity leads to bitterness. Proteolysis in cheese during ripening is discussed later; there have been relatively few studies on the significance of chymosin activity to cheese quality, an aspect which appears to warrant further research. Considering the importance of proteolysis in the ripening and quality of cheese and the significance of the coagulant thereto, studies on various factors that affect the retention of the coagulant in cheese curd appear warranted, e.g., 9 the adsorption of chymosin on casein micelles and the apparent lack of adsorption of fungal proteinases; 9 stability of various rennets under various conditions of temperature, pH and other factors.
Starter The second key reaction in cheesemaking is acidificat i o n - the pH of all rennet-coagulated cheeses should decrease to a value in the range 4.6-5.2 within a few
days of manufacture, or in some varieties, at the end of curd manufacture (5-6 h). Acidification at the appropriate rate and time is an essential and characteristic feature of cheesemaking- it is, in fact, a sine qua non. Among the important consequences of acidification are: 9 activity of the coagulant; 9 survival and retention of coagulant in the curd; 9 firmness of the coagulum, which affects the loss of fat and protein in the whey on cutting and hence reduces the yield of cheese; 9 syneresis of the curds and hence the composition of the cheese; 9 solubilization of colloidal calcium phosphate (CCP), which has a major effect on the texture, meltability and stretchability of the cheese; 9 inhibition of the growth of undesirable bacteria, most importantly pathogenic and food poisoning bacteria; 9 the activity of various enzymes in the cheese during ripening and consequently the rate of ripening and the quality of the cheese. Originally, acidification was due to the production of lactic acid from lactose by adventitious LAB. Acidification of some cheese varieties still depends on the activity of the adventitious microflora but most cheeses now are acidified using selected LAB added to the cheesemilk as a culture (starter). The idea of using starter cultures was introduced in ---1870 in Denmark. The cultures used today in cheesemaking can be divided into two groups: 1. Mesophilic - with an optimum growth temperature of "- 28 ~ 2. Thermophilic- which grow optimally at --~42 ~ Mesophilic cultures are used for cheese curds which are cooked at a temperature <40 ~ while cheeses in which thermophilic cultures are used are cooked at 50-55 ~ Mesophilic cultures contain strains of Lactococcus lactis subsp, lactis and/or Lc. lactis subsp, cremoris. Starters used for some cheeses, e.g., Gouda, Edam, Danbo, also include citrate-utilising strains of Lc. lactis subsp, lactis and/or Leuconostoc subsp., the principal function of which is the production of CO2 and certain flavour compounds. Thermophilic cultures contain species of thermophilic lactobacilli, e.g., Lb. helveticus and Lb. delbreuckii subsp, bulgaricus or Lb. delbreuckii subsp, lactis, alone or with Streptococcus thermophilus. It is possible to simulate the acid-producing function of the starter LAB by using acid or acidogen (usually GDL). Fresh acid-curd cheese (e.g., Cottage,
Factors that Affect the Quality of Cheese
Quarg, Cream) of satisfactory quality may be produced by direct acidification and some is produced commercially. Some rennet-coagulated cheeses are also produced by direct acidification, usually when the flavour is very mild or masked by other components or is less important than physico-chemical functional properties; examples include Feta-type and Mozzarella-type cheeses. Chemically acidified Mozzarella has better, more consistent and stable functionality than the biologically acidified product. However, most ripened rennet-coagulated, chemically acidified cheese does not develop a flavour typical of the variety. Possible explanations for this situation are: 9 the high redox potential (Eh) of chemically acidified cheese (c. 150 mV compared with c. - 4 5 0 mV for biologically acidified cheese); 9 a high concentration of lactose which may result in a high count of NSLAB. Both mesophilic and thermophilic cultures may by mixed-strain or defined-strain. Mixed-strain cultures contain an unknown number of strains of the same or different species. Several such systems were in use 20-50 years ago - the cultures were selected based on cheesemaking characteristics and various propagation procedures were used. These cultures were capable of producing very good quality cheese but they were susceptible to phage infection because many of the strains in the culture were sensitive to the same phage. The maintenance and propogation of mixedstrain cultures is laborious and not very reproducible. With the objective of improving resistance to phage, work commenced in New Zealand in the 1930s on the development of defined-strain cultures. The principal criterion for selecting strains for these cultures was phage unrelatedness, i.e., phage which infects one strain does not affect other strains in the culture; while a phage infection may kill off one strain, the other strains grow normally. Other essential criteria are acid-producing ability and strain compatibility; the ability to produce good quality cheese was assessed from experience and undesirable strains were removed from the culture. Originally, blends of 5-6 strains were usually used but blends of 2-3 strains are more common today. The definedstrain approach was introduced initially for Cheddar cheese and is now very widely used in New Zealand, Australia, Ireland and the USA. Although a different approach was used in the Netherlands to select definedstrain cultures for Gouda cheese, the essential outcome was similar. Defined-strain thermophilic cultures are now used also but less widely than mesophilic cultures. The use of defined-strain, phage-unrelated cultures has greatly reduced the risk of phage infection but to
593
reduce the risk even further, various techniques have been introduced to improve starter activity and ensure cheese quality. For discussions on starter technology, see Cogan and Hill (1993), Cogan and Accolas (1996) and 'Starter Cultures: General Aspects', Volume 1. There have been very considerable advances in the genetics of lactococci during the last 10 years and the complete sequence of the genome is known (see 'Starter Cultures: General Aspects' and 'Starter Cultures: Genetics', Volume 1). The genes for many of the important cheesemaking characteristics of lactococci, e.g., lactose metabolism, proteolysis and phage resistance, are carried on plasmids and hence are easily manipulated. Many genetically engineered strains of Lactococcus have been constructed but are not used in practice. However, lactococci can be genetically modified by natural mating (conjugation) and such genetically modified strains are being used commercially. The principal limitation with engineering superior starters is the lack of knowledge on the key enzymes in cheese ripening. The availability of the complete chromosome sequence of Lc. lactis (see 'Starter Cultures: General Aspects' and 'Starter Cultures: Genetics', Volume 1) opens up new avenues for research on cheese starter cultures. For example, five potential or rudimentary prophages were identified, suggesting that starter cultures are the ultimate source of phage. Examination of the chromosome for putitive proteinases, peptidases and lipases, especially those with unique activities, should be useful. Since 1999, the chromosome of 20 other LAB and other cheese-related bacteria have been or are being sequenced. These include other strains of Lactococcus, Lb. delbruckii, Lb. helveticus, Sc. thermophilus and B. linens. Comparative genomics of these different bacteria should be useful in delineating the differences that occur between them. However, the gene sequences are of little value unless the protein products (enzymes) are produced. Identifying how to turn on those genes which encode enzymes with potential cheese ripening properties, but which are normally not expressed, could be rewarding in studies on flavour development in cheese. Defined-strain cultures give very reproducible results in terms of acid production and overall cheese quality. However, the flavour of the cheese is considered to be rather bland, probably because of a lack of microbial diversity, both in the starter and also in the modern milk supply, which, if pasteurized, is essentially sterile. Attempts to overcome the lack of flavour will be discussed later. Traditionally, cheese starters were produced at the cheese factory from mother-cultures obtained from a culture supplier; this is still the usual practice in larger factories. However, the proper maintenance of starters is
594
Factors that Affect the Quality of Cheese
technically demanding and expensive. Consequently, starter concentrates, referred to as direct-to-vat starter (DVS) or direct vat inoculum (DVI), produced by culture suppliers have become quite widespread among small to medium cheese factories or as a back-up starter system for larger manufacturers. Another starter system warrants mention, i.e., artisanal or natural cultures. These cultures are produced in-house by the cheesemaker, who incubates some warm whey under conditions that select bacteria with desirable cheesemaking characteristics. Today, such cultures are usually used for high-cooked cheeses- hot whey, perhaps at ---55 ~ is transferred to insulated containers in which it cools slowly; these conditions are selective for thermophilic bacteria and by the time the whey has cooled sufficiently to allow mesophilic bacteria to grow, the pH has become inhibitory. These cultures are very complex and their composition is not known, certainly at the strain level, and probably not at the species level. Although the primary function of the starter culture is to produce acid at the appropriate rate and time, the starter bacteria or their enzymes also play an essential role during cheese r i p e n i n g - a typical and desirable flavour does not develop in starter-free cheese and many flavour defects, e.g., bitterness and fruitiness, are related to characteristics of the starter. The microbiology and biochemistry of cheese ripening will be discussed in a later section. In view of the significance of the starter LAB, both for the acidification and ripening of cheese curd, it is not surprising that the starter LAB have been the subject of extensive research since the very early days of microbiology and consequently, LAB are now very well characterized at the cellular, molecular and genetic Cultures: genetics levels (see 'Starter Cultures: General Aspects', 'Starter Cultures: Genetics' and 'Starter Cultures: Bacteriophage', Volume 1). Research on these very industrially important bacteria will very probably continue for the immediate future. Among the areas likely to attract attention are: 9 Characterization of Lactobacillus and Streptococcus, which at present are less well characterized than
Lactococcus; 9 Further work on the protection of LAB against phage; 9 Selection and improvement of starter strains, through genetic engineering techniques with respect to acid production and especially ripening attributes; 9 Selection of LAB strains with probiotic properties for cheese production; 9 The existing trend towards DVI starters will probably continue; success will depend on economic factors;
It is likely that the lack of diversity caused by the use of such highly defined starter systems will be offset by the use of adjunct starters, mainly Lactobacillus spp., but possibly also Streptococcus spp., and perhaps Enterococcus, for some varieties.
Post-Coagulation Operations A rennet-coagulated milk gel is quite stable if left undisturbed but if cut or broken, it synereses strongly, thereby creating the possibility of removing water and concentrating fat and protein. When the coagulum has reached the desired degree of firmness, usually 30-60 min after the addition of rennet, the gel is ready for further processing. The firmness of the gel at cutting should be optimized so as to reduce the loss of fat and protein from the curd particles into the whey. If the coagulum is too soft, extensive shattering will occur with high losses of fat and protein in the whey. If the coagulum is too firm, the coagulum may be difficult to cut using the usual equipment; it may run before the cutting knives and shattering may occur. Excessively firm curd is particularly problematic when using UF retentate. A uniform gel firmness at cutting also results in curd particles of more uniform size, leading to a cheese curd of more uniform composition and ultimately in cheese of more uniform quality. Traditionally, the point at which the gel was considered to be ready for cutting was determined subjectively by the cheese-maker but several devices are now available which permit objective assessment of gel firmness (see Fox et al., 2000; 'General Aspects of Cheese Technology', Volume 2). Some of these devices can be used to activate the cutting knives. The size of the curd particles affects the extent of syneresis- the coagulum for low-moisture cheeses is cut into small pieces while the gel for high-moisture varieties is cut into large pieces or is not cut at all but is scooped directly into moulds. Fat globules are lost from the cut surfaces; hence, finely cutting the coagulum increases the fat loss. If it were possible to achieve the same degree of syneresis by other means, it may be possible to increase cheese yield by using a larger cut. Contrary to what one might first think, the fat lost from the cut surfaces is mainly in large globules because large globules are more exposed on the cut surface on cutting. Would a very low degree of homogenization improve fat retention? The curd can be sedimented from a rennet-induced milk gel by a low gravitational force. Would it be technically feasible to coagulate milk by some form of centrifuge and to prepare curd of the desired moisture content by centrifuging the coagulum at an appropriate centrifugal force? It might be possible to eliminate
Factors that Affect the Quality of Cheese
cooking of the curds and all variability associated with syneresis of the curds. Once the gel has been cut, the pieces begin to synerese and expel whey. In addition to the size of the curd pieces, the rate and extent of syneresis are affected by several factors through which the cheesemaker can control the composition of cheese. The syneresis of rennet-induced milk gels is discussed in 'The Syneresis of Rennet-coagulated Curd', Volume 1. As discussed below, the composition of cheese has a major influence on the microbiology and biochemistry of cheese ripening and ultimately on the quality of the cheese. Syneresis is promoted by: 9 9 9 9
increasing the temperature (cooking); reducing the pH; vigorous stirring during cooking; removing some or most of the whey and continuing to stir.
The relative importance of these factors depends on the v a r i e t y - syneresis of some varieties depends mainly on cook temperature, e.g., Emmental, Parmigiano Reggiano and Cheddar, while others depend mainly on pH, e.g., Camembert. The cook temperature ranges from ---30 ~ (no cooking) to 55 ~ the extent of syneresis is related directly to the cook temperature. For reproducible cheese composition and quality, it is critical to control the rate and extent of syneresis. The cook temperature, pH, curd particle size and the extent of agitation are characteristic of the variety and were probably introduced/applied emperically long ago by artisanal cheesemakers. It seems reasonable to suggest that the manufacture of many varieties could be improved by changing the combination of the above parameters; research in this area appears to be warranted. The composition of the curd affects syneresis and this is a major reason for standardizing the composition of the cheese milk. The most important compositional factors are: 9 Fat, which has a negative effect, i.e., a high fat content causes poor syneresis, because fat is essentially an inert filler in the gel. 9 Protein, increasing the protein content, up to a certain value, promotes syneresis, but if the protein content is too high, the gel is too firm and synereses poorly. 9 Calcium, like other aspects of renneting, the extent of syneresis is directly affected by the concentration of calcium. 9 pH, syneresis is promoted by decreasing pH. The syneresis of rennet-induced milk gels has not yet been fully described at the molecular level. While
595
the effects of processing parameters (cutting, cooking, stirring, etc.) on syneresis are fairly well described, the effects of compositional factors, such as amount and type of casein, genetic polymorphs, casein micelle structure and size, effect of plasmin and other proteinases, fat globule size and integrity, milk salts, pre-treatments of cheese milk (e.g., heat treatment, high pressure treatment), have not been studied in detail. The deficiency is explained partly by a lack of good and appropriate analytical methods for the measurement of syneresis (see 'The Syneresis of Rennetcoagulated Curd', Volume 1). When the moisture content (as assessed subjectively by the cheesemaker based on evaluation of the texture of the curd) and the pH of the curd have reached desired values, the curds are separated from the whey and subjected to one of several treatments designed to regulate the composition, and in some cases the texture, of the curd. These include: 9 washing of the curd to reduce its lactose content (and thereby control its final pH) and perhaps to increase its moisture content, which occurs on washing with cold water, e.g., Monterey Jack, washedcurd Cheddar, low-fat cheeses; 9 replacing some of the whey by warm water, e.g., Gouda; this practice was probably used initially as a means of cooking the curds on farms lacking jacketed cheese vats and the ability to generate steam, but it has become a standard method for reducing the lactose content and acidity of the curd for some varieties; 9 cheddaring the curd, e.g., Cheddar, Mozzarella (Pizza cheese), which affects the texture of the curd but its main effect is probably to allow the pH of the curds to fall and the CCP to dissolve, thereby affecting texture; 9 kneading and stretching, as used for pasta-filata varieties, mainly to give the cheese a fibrous texture which affects the meltability and stretchability, i.e., the functionality, of the cheese; 9 moulding, applied to all varieties to give a characteristic shape and size, which are not simply cosmetic but are significant for the ripening of the cheese, e.g., if smear-ripened cheeses are too large, the surface will become over-ripe while the core is still immature; on the other hand, Swiss-type cheeses must be large so as to retain a substantial portion of the CO2 necessary for eye development; some cheeses have a characteristic open texture, with many mechanical openings, e.g., Samsoe, Havarti and blue varieties; in the latter, the openings are necessary for good mould development throughout the cheese; 9 pressing, applied to semi-hard and hard cheeses with the objective of removing some moisture but mainly
596 Factorsthat Affect the Quality of Cheese to consolidate the cheese mass which is important for texture and the retention of gas for eye development; 9 salting, which is discussed further below. In large-scale factories, all the above operations are mechanized and/or automated which improves the consistency of the product if executed properly; however, it is not possible for the cheesemaker to make ad hoc adjustments if the process is not progressing as planned. Very large cheese vats (e.g., 30 000 1 capacity) are used in large modern factories producing Cheddar, Gouda or Mozzarella, and possibly other varieties. The use of such large vats eliminates certain causes of variation in cheese but introduces others. About 30 min is required to empty these large vats and separate the curds from the whey; as a result, the curds at the start of draining differ from those at the end in several respects, e.g., moisture content (due to extra syneresis), pH and calcium content. These differences are probably reflected in the quality of the cheese but definitive studies have not been reported.
Salting Salting, one of the classical methods for food preservation, operates by reducing the water activity, aw, of the product. Most, probably all, cheeses are salted by one of four methods: 9 mixing dry salt witti milled or chipped curd, e.g., for Cheddar-type cheese; 9 brine salting of the moulded/pressed cheese; NaC1 diffuses into the cheese in response to the difference in osmotic pressure between the brine and the aqueous phase of the cheese; 9 surface application of dry salt to the surface of pressed cheese, e.g., Blue cheeses; 9 salting of cheese m i l k - for a few varieties, e.g., Domiati, a substantial amount of salt is added to the milk before renneting, traditionally, to control the microflora of the milk. There is a substantial literature on the technology, physics and significance of salting, which has been reviewed by Guinee and Fox (1993), Fox et al. (2000) and in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. The principal effects of salt in cheese are: 9 A major inhibitory and selective effect on the microflora. 9 A significant effect on the activity of many enzymes. 9 Through its effects on the microflora and enzymes, salt has a major indirect effect on the ripening, flavour and quality of cheese.
9 A direct effect on flavour. 9 An excessive dietary intake of NaC1 has several undesirable effects, e.g., hypertension and osteoporosis. Although cheese makes a relatively small contribution to dietary NaC1 intake, there is an economic incentive to reduce the NaC1 content of cheese, which may adversely affect its quality, or partially replace it by KC1. The significance of salt, and especially the uniformity of salt concentration, on the quality of cheese is well recognized. The physics of salt diffusion in cheese, the effect on various micro-organisms and the technology of salting are well known. Thus, it should be possible to achieve a very reproducible level of salt in cheese. However, this is not always achieved in practice and variations in salt concentration are probably a significant but avoidable cause of variations in cheese quality.
Use of UF in Cheese Production Ultrafiltration (UF) has many applications in cheese technology, as discussed in 'Application of Membrane Separation Technology to Cheese Production', Volume 1. Some problems with cheese quality persist but the potential for UF in cheese technology is great and research in its application will continue.
Ripening Fresh rennet-coagulated cheese curd is suitable for consumption and a little is consumed, e.g., Burgos cheese, but most is ripened (matured) for a period ranging from "--3 weeks (e.g., Mozzarella/Pizza cheese) to 2 or more years (e.g., Parmigiano-Reggiano, extramature Cheddar). During ripening, the characteristic flavour, texture, appearance and functionality develop along lines pre-determined by the microbiology and composition of the curd, as established during the manufacturing stage. However, the cheesemaker can influence the rate and, to some extent, the pattern of ripening by controlling the temperature and, for some varieties, the humidity of the environment. Many cheeses develop a characteristic microflora (bacteria, yeasts, moulds) during ripening and this microflora has a major effect on the sensory qualities of the cheese. Traditionally, this secondary microflora was adventitious, acquired from the milk and/or environment, and the growth of certain, desirable, contaminating micro-organisms was promoted by selecting certain environmental conditions such as pH, temperature, humidity, oxygen concentration, salt concentration and moisture level. However, the adventitious microflora was likely to be variable, leading to inconsistencies in
Factors that Affect the Quality of Cheese
cheese quality. In modern cheese technology, the adventitious microflora is replaced by selected secondary cultures, although adventitious micro-organisms may still grow, and even dominate in some cases. The principal secondary micro-organisms are: 9 Mesophilic lactobacilli, probably in all varieties but especially in internal bacterially ripened varieties, e.g., Cheddar and Gouda. Traditionally, these NSLAB were adventitious, probably variable and uncontrolled; today, it is becoming increasingly common to inoculate cheese milk with selected NSLAB (see below and 'Secondary and Adjunct Cultures' and 'The Microbiology of Cheese Ripening', Volume 1). 9 Propionic acid bacteria, characteristic of Swiss-type cheese (see 'Metabolism of Residual Lactose and of Lactate and Citrate', Volume 1 and 'Cheese With Propionic Acid Fermentation', Volume 2). 9 Penicillium carnemberti and P. roqueforti in surfacemould and blue-mould varieties, respectively. The inoculation of some mould-ripened cheeses with mould spores is adventitious but increasingly, the cheeses are inoculated with selected strains. The metabolic activity of the mould dominates the ripening, and hence the quality, of these cheeses (see 'Surface Mould-ripened Cheeses' and 'Blue Cheese', Volume 2). Therefore, ensuring the optimum growth of the mould is paramount. 9 Coryneform bacteria, e.g., Brevibacterium, Arthrobacter and Corynebacterium spp. are the characteristic microflora of surface smear-ripened cheeses and are responsible for their characteristic appearance, aroma and taste. Traditionally, surface smear-ripened cheeses acquired their secondary microflora from the environment and from older cheeses via smearing. However, for hygienic and consistency reasons, it is becoming increasingly common to inoculate the surface of the cheeses with selected coryneform bacteria (see 'Secondary and Adjunct Cultures', Volume 1 and 'Bacterial Surface-ripened Cheeses', Volume 2). Several species of yeast, e.g., Debaryomycos hansenii and Yarrowia lipolytica, have been isolated from cheese. These yeasts are adventitious contaminants on many varieties; since they are aerobic and acid-tolerant, they grow mainly on the surface of all cheeses but their growth on many varieties is prevented through packaging or rind formation. The growth of yeasts is essential on surface smear-ripened cheeses because they catabolize lactic acid, increase the pH of the curd and enable the corynebacteria, which cannot grow at < p H 5.8, to grow. Apart from their significance in the deacidification of smear-ripened cheese, their precise contribution to ripening has not been quantified. However, since yeasts are metabolically active, it is likely that their
597
contribution is considerable. With the objective of improving the consistency of cheeses in which they are a significant part of the microflora, the inoculation of such cheeses with selected strains of yeasts is becoming increasingly common. Geotricurn candidum is part of the adventitious surface microflora of many cheeses. A further variable through which the cheesemaker can influence the pattern of ripening and the quality of the final cheese is by preventing the loss of moisture from the cheese surface by appropriate packaging (rindless cheese) or by controlling its loss to form a rind. Scientific work on the significance of cheese packaging on cheese quality is lacking. The main focus has been on the prevention of mould growth on the surface and the loss of cheese yield. Undoubtedly, the changing composition of cheese (through evaporation of moisture) and the loss of gases and probably other volatile compounds affect cheese microflora and enzyme activity and consequently cheese quality. Although the technological advantages accruing from the packaging of cheese are great and perhaps cannot be off-set by other factors, a scientific comparison of various aspects of rindless and rinded cheese, e.g., Cheddar, may be interesting. Cheese ripening involves a very complex set of biological, biochemical and chemical reactions which can be classified into four groups: 9 Glycolysis and the catabolism of lactic and citric acids. 9 Lipolysis and the catabolism and modification of fatty acids. 9 Proteolysis and catabolism of amino acids. 9 Interactions between the products of the previous reactions. These reactions are catalysed by living micro-organisms or enzymes derived from four or five sources: 9 9 9 9 9
Milk Coagulant Primary starter Secondary starter (for most varieties) Adventitious microflora
The biochemistry of cheese ripening has been studied quite intensely in recent years and an extensive literature has accumulated, which has been the subject of several reviews, including Fox and McSweeney (1997), Fox etal. (1996a, 2000), Fox and Wallace (1997), and 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1. The principal features of glycolysis, lipolysis and proteolysis are summarized in Figs 3, 4 and 5, respectively. The principal
598
Factors that Affect the Quality of Cheese
Lactose
phflus
Glu. + Gal
Lc. lactis Lc. cremoris Sc. thermop~il(Sct~ate Q.~wiss L-Lactate Mould and ~ Surface smear
/
Propionibacterium
Propionate, acetate, CO 2
Cheddar Dutch
002, H20 NSLAB D,L-Lactate
Pediococcus
= Acetate
(lactobacilli) Figure 3 Summaryof lactose metabolism in cheese.
products of the various reactions have been characterized and include numerous large, medium and small peptides, amino acids, amines, ammonia, fatty acids and partial glycerides, other organic acids, aldehydes and ketones, thiol compounds, CO2, H2, hydrocarbons, pyrazines and furanones. Several hundred sapid and aromatic compounds have been isolated from several cheese varieties and identified (see 'Sensory Character of Cheese and its Evaluation' and 'Instrumental Techniques', Volume 1). The spectrum of these compounds is generally similar between the varieties that have been studied in detail but the varieties differ with respect to their concentration and proportions. There are four aspects to the quality of cheese; the relative importance of these depends on the variety and application of the cheese: 9 9 9 9
Appearance Flavour (aroma and taste) Texture Functionality The appearance of cheese includes such features as"
9 Depth and uniformity of colour 9 Presence or absence of mechanical opening or eyes due to gas production 9 Presence or absence of mould
Triglycerides~
f
8-Hyaroxyacios
ct3S%cohos
n-Fatty acid~
kactones
Methylketones Thioesters ~ Esters Figure 4 Summaryof lipolysis in cheese.
Usually, the appearance of cheese is the only attribute by which the purchaser can assess the quality of cheese and hence is of the utmost importance. Today, it is unlikely that cheese produced by large manufacturers and sold through reputable outlets will be defective in appearance although the appearance of artisanal cheese may vary. For cheese consumed as a table cheese, flavour is probably its most important quality attribute although flavour and texture are strongly interactive. The flavour of cheese is due to a subtle balance between several hundred compounds. It has been the subject of research since the beginning of the twentieth century, especially since the development of gas chromatography (GC) in the 1950s and the interfacing
Factors that Affect the Quality of Cheese
Casein Rennet=
Ca-pard-casein
Rennet, Plasmin
599
= Large p e p t i d e s ~ Lactococcal CEP \
~Oligopeptidases
/ Aminopeptidases
Small p e p t i d e s / / [Aminopeptidases~
} Dipeptidases
Deaminases j Amino acids Carbonyls ~ / ] ~C--C and C--S '~ ~..~J | ~ Lyases Esters~ Acid~" .~.~/~ CO.~ Decarb~ Alcohols /k
~.,~ Amines "s ~o~-Ketoacid
Various products, including sulphur compounds
F Aminoacid o~-Ketoacid
Figure 5 Summary of proteolysisand amino acid catabolism in cheese. of GC with mass spectrometry (MS). Considerable progress has been made on the characterization of cheese flavour by instrumental methods (see 'Instrumental Techniques', Volume 1). However, commercially, cheese quality is usually assessed by subjective sensory evaluation (see 'Sensory Character of Cheese and its Evaluation', Volume 1). It is still not possible to describe completely the flavour of cheese, especially more highly flavoured varieties. More research is needed in this area and it is very likely that it will continue. An objective method for grading cheese would be very useful. Analysis of cheese volatiles by GC-MS is probably the best approach at present but the present instruments are not capable of handling large numbers of samples and are too expensive. The electronic nose appears promising but considerably more work is required. The texture of cheese is important, both directly and indirectly. It is important directly because such important functional attributes as sliceability, grateability, crumbliness and eye development are, in fact, related to texture. To the consumer, texture is an indirect index of cheese flavour and general quality. In spite of its undeniable importance, the texture of cheese has received much less research attention than cheese flavour although as described in 'Rheology and Texture of Cheese', Volume 1, the texture of cheese can be described quite accurately by certain rheological parameters. The influence of various compositional parameters and the changes that occur during ripening have been described in theological terms. It should be possible to develop some of the present rheometers based on the principle of compression, penetration or cutting to take whole cheese
samples and hence could be used in a factory enviro n m e n t - it would appear that research in this area is warranted. Further work on the molecular basis of cheese texture and rheological properties is also required. All cheeses are expected to exhibit certain physicochemical or functional properties when cold, e.g., sliceability or crumbliness or grateability or when heated, e.g., meltability or stretchability. Most cheese (~70% in the USA) is used as an ingredient in other foods, either domestically or in a factory context. The flexibility and ease of use of cheese as a food component or ingredient are among its main attributes and are discussed in detail in 'Cheese as an Ingredient', Volume 2. Being able to provide the user, especially the industrial user, of cheese with a product with the correct functionality is a challenge to the cheese manufacturer. Considerable progress has been made but further work is required. The quality of cheese is determined in the first instance by the composition of the curd both directly and indirectly by its influence on the various ripening agents. The significance of principal ripening agents is described in the following sections.
Indigenous Enzymes Milk contains 60 indigenous enzymes (see Fox et al., 2003). Some of these enzymes, including LPL, acid phosphatase, alkaline phosphatase and XO, are located on the fat globule membrane, some, including plasmin, are adsorbed on the casein micelles while others are in the serum (whey) phase. Since the fat globules and casein micelles are concentrated in the cheese
600
Factors that Affect the Quality of Cheese
curd, cheese is enriched with many enzymes. Several enzymes in milk are quite heat stable and survive HTST pasteurization. The most significant of the indigenous enzymes as far as cheese ripening is concerned are: 9 Plasmin, which fully survives HTST pasteurization (in fact, its activity is increased due to inactivation of inhibitors of plasmin and plasminogen activators) and makes a significant contribution to primary proteolysis, especially in high-cooked cheeses in which the coagulant is extensively or totally inactivated; it is mainly responsible for the hydrolysis of [3-casein in most cheese varieties. Although the level of plasmin activity in milk is variable, it is unlikely that this variability causes significant variations in cheese quality although it may affect cheese yield and composition (through retarded syneresis) and functionality which is strongly influenced by the integrity of the casein network. 9 Cathepsin D, an acid lysozomal proteinase with a specificity similar to chymosin, occurs mainly in the serum phase of milk and therefore most of it is lost in the whey; furthermore, it is relatively heat labile. Therefore, there is probably little cathepsin D activity in cheese and, in any case, it is probably overshadowed by the much greater activity of chymosin. 9 Lipoprotein lipase, which is extensively or totally inactivated by HTST pasteurization, has little or no impact on the quality of cheese made from pasteurized milk although it probably contributes to lipolysis in raw-milk cheese; it is associated with the casein micelles and is incorporated into cheese curd. 9 Acid phosphatase is probably active in cheese but its significance has not been established. Many of the small peptides produced from casein by chymosin or plasmin are phosphopeptides and are partially dephosphorylated during ripening, indicating the action of an acid phosphatase. Work is needed to establish the contributions and significance of the indigenous and bacterial acid phosphatases in cheeses. One of the important nutritional features of cheese is its anticariogenic property due to the Ca-binding properties of the caseins and casein phosphopeptides (see 'Nutritional Aspects of Cheese', Volume 1). In this regard, the activity of acid phosphatase may be negative but dephosphorylation is necessary to enable the further degradation of phosphopeptides which may be important for flavour and texture development. 9 Xanthine oxidase reduces nitrate to nitrite, which is the active agent against clostridia and coliforms in cheese and contributes to the eventual disappearance of NO3- and NO2-: this is important from a toxicological viewpoint since nitrate may lead to the formation of nitrosamines.
It is possible that other indigenous milk enzymes are active in cheese during ripening and affect its quality; their activity may contribute to the differences in flavour between raw and pasteurized milk cheese but definitive studies have not been reported. Research on the significance of indigenous milk enzymes in cheese quality is warranted. Coagulant
The coagulant is mainly responsible for primary proteolysis in low-cooked cheese and for the desirable textural changes during the early stages of ripening. The peptides normally produced by rennet are too large to affect flavour but they serve as substrates for microbial proteinases and peptidases which produce small peptides and amino acids which contribute to background flavour. Amino acids serve as substrates for various catabolic reactions, the products of which (amines, NH3, acids, carbonyls, sulphur compounds) are major sapid compounds in cheese (see 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). However, excessive rennet action or incorrect specificity may lead to bitterness. The C-terminal region of [3-casein is very hydrophobic and peptides released from this region, which contains the primary chymosin cleavage sites on [3-casein, are very bitter. The hydrolysis of [3-casein by chymosin is inhibited by NaC1 and it is not normally hydrolysed in Cheddar but is hydrolysed to some extent in surface-salted cheese, in which the concentration of NaC1 is sub-inhibitory for a considerable period. Chymosin is generally regarded as the best rennet; since there is now an unlimited supply of fermentationproduced chymosin, there is no excuse for rennetrelated problems in cheese. The natural function of chymosin is to coagulate milk in the stomach of the neonate, delay its discharge into the small intestine and thereby increase the efficiency of digestion. Chymosin is the most efficient milk coagulant known but it was not intended for cheesemaking although it is the best for this task also. However, it is likely that through genetic engineering, chymosin could be modified to improve its cheese-ripening properties, i.e., to increase its action on certain peptide bonds to yield desirable peptides or reduce it on other bonds to avoid defects such as bitterness. Some mutant chymosins have been produced (see 'Rennets: General and Molecular Aspects', Volume 1) but we are not aware of their use in cheesemaking trials. C. parasitica proteinase is much more active on [3-casein in cheese than chymosin, pepsins or Rhizomucor proteinases but it does not cause bitterness. Probably, it
Factors that Affect the Quality of Cheese
preferentially hydrolyses in the N-terminal region of [3-casein, which is hydrophilic. Characterization of the specificity of C. parasitica proteinase on caseins in cheese and in model systems is warranted. Perhaps a combination of chymosin and C. parasitica proteinase might produce cheese with interesting characteristics. The texture and functionality of cheese are affected strongly by even a low level of proteolysis, e.g., the stretchability of biologically acidified Mozzarella deteriorates after --~2 weeks at 4 ~ due to proteolysis. Thus, it is important to control the level and activity of rennet in cheese. As discussed earlier, the amount of rennet retained in cheese curd is affected by the moisture content of the cheese, the pH and temperature of cooking; activity during ripening is affected by pH, moisture, S/M and temperature. Starter
In addition to its essential role in the production of acid in the manufacture of cheese curd, the starter LAB also play a key role in cheese ripening. Experiments with chemically acidified Cheddar and Gouda cheese have shown that the starter is essential for normal flavour development. Even inoculation of chemically acidified cheese with NSLAB, which reached 108 cfu/g, did not produce good-flavoured cheese (Lynch et al., 1997). The starter LAB reduce the redox potential (Eh) of cheese curd to about - 2 5 0 mV and this may be of major significance in flavour development. There is very little information on the development and significance of Eh in cheese, possibly because it is very difficult to measure the Eh of cheese accurately; research in this area would appear to be highly desirable. The precise route and mechanism for flavour generation by the starter have not been elucidated fully but considerable progress has been made (see Fox and Wallace, 1997; McSweeney and Sousa, 2000; Yvon and Rijen, 2001; 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1, and Volume 2, on the principal families of cheese). The growth of the starter ceases at the end of the curd manufacturing stage and the cells die at a rate characteristic of the strain. Therefore, it seems reasonable to conclude that starter enzymes rather than viable cells are involved in ripening and that differences in the enzyme profile of starter strains affect cheese quality. Modern defined-strain starters produce acid very reproducibly and, if properly selected and managed, show good resistance to phage. Lactococcus strains
601
have been selected mainly on the basis of acid-producing ability, phage resistance and compatibility. Based on pilot-scale studies and commercial experience, strains that produce unsatisfactory, especially bitter, cheese have been identified and excluded from commercial usage. However, there are substantial and recognizable differences in flavour quality and intensity between cheeses made using different defined-strain cultures, which presumably reflect differences in the enzyme profile of the component strains; systematic studies on strains are lacking. This probably reflects the lack of information on precisely what attributes of a starter are desirable from a flavour-generating viewpoint. Studies on genetically engineered strains that superproduce proteinase and/or the general aminopeptidase, PepN, showed that, although proteolysis was accelerated, cheese quality was not improved. Lactococcus strains lacking one or more peptidases in various combinations are available; mutants lacking any one or two peptidases can grow in milk but strains lacking three or more peptidases cannot. Published studies on the use of these peptidase-deficient mutants in cheese are lacking. Since all lactococcal enzymes, except the cell wallassociated proteinase, are intracellular and since the cells do not grow in cheese, the cells must lyse before these enzymes can participate in ripening; therefore, the rate of lysis of Lactococcus strains is being studied with the objective of selecting strains with improved cheesemaking properties. A bacteriocin-producing strain of Lactococcus has been isolated which accelerates lysis of the starter and consequently accelerates cheese ripening (Morgan et al., 1995). The enzymes of the glycolytic and proteolytic systems of Lactococcus are very well studied at the molecular, biochemical and genetic levels (see 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening' and 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). Although less thoroughly studied, the phosphatase and lipase/esterase of a few strains have been isolated and characterized. During the past few years, there has been increasing awareness of the significance of the amino acid-catabolizing enzymes of the starter and a number of reports on lactococcal deaminases, transaminases, decarboxylases and lyases have been published (see McSweeney and Sousa, 2000; Yvon and Rijnen 2001; 'Catabolism of Amino Acids in Cheese During Ripening', Volume 1). It is very likely that work on the lipolytic and amino acid-catabolizing enzymes of Lactococcus and their significance in cheese ripening and quality will be intensified in the immediate future.
602
Factors that Affect the Quality of Cheese
The enzymes of Lactobacillus and Streptococcus strains have been studied less thoroughly than those of Lactococcus but the systems of the three genera appear to be generally similar. Thermophilic lactobacilli lyse very rapidly and are more proteolytic than lactococci. Although considerable information is available on the individual enzymes of Lactococcus and to lesser extent of Lactobacillus, especially on the glycolytic and proteolytic systems, there have been few comparative studies on the different enzyme activities in starter strains. There have been even fewer studies on the relationship between different starter enzyme profiles and cheese quality. It would appear to be highly desirable that studies should be undertaken to relate cheese quality to the enzyme profile of natural starter strains or genetically engineered cultures. The availability of starter strains deficient in or over-producing one or more enzymes will facilitate such studies. It is very likely that the desirable cheesemaking properties of starters are due to a balance between certain, perhaps secondary, enzymatic activities, which have not yet been identified.
Non-Starter Lactic Acid Bacteria In addition to starter bacteria, cheese curd contains adventitious bacteria acquired from the milk and environment. When raw milk was used widely, it was probably the principal source of bacteria in cheese curd, especially since it was heavily contaminated during milking and was not cooled; counts >106 cfu/ml were common and 90% of the bacteria in milk are retained in the cheese curd. However, in the modern dairy industry, the microbial quality of the raw milk is very high and the milk is usually pasteurized; typically, the milk entering the cheese vat contains < 1000 cfu/ml. In large factories, the cheese is made in enclosed vats, with very little contamination from the environment. In all ripened cheeses, a NSLAB flora, which varies within and between cheeses made in the same plant, develops (see 'The Microbiology of Cheese Ripening', Volume 1). Cheese is quite a hostile environment due to: 9
9 9 9 9
a low pH a relatively high S/M anaerobic conditions lack of a fermentable carbohydrate the presence of bacteriocins and other inhibitory substances produced by the starter.
Hence, relatively few species of bacteria can grow, or even survive, in the centre of a well-made cheese. Recent studies have shown that the non-starter
microflora of Cheddar cheese is dominated by mesophilic lactobacilli, especially Lb. casei, Lb. paracasei, Lb. plantarum and Lb. curvatus. In cheese produced from good quality pasteurized milk in a modern plant these NSLAB typically grow from a few hundred per gram at the end of manufacture to 107-108/g within 2-3 months. Thus, while the population of starter LAB declines, the number of NSLAB increases and dominates the viable microflora of long-ripened cheese after 2-3 months (see 'The Microbiology of Cheese Ripening', Volume 1). Although less well studied that Cheddar, the NSLAB in Gouda, Emmental and Grana-type cheeses are also predominantly mesophilic lactobacilli and this is probably the normal situation in long-ripened cheeses. The significance of NSLAB for Cheddar and Dutch cheese quality is controversial. Many researchers consider their contribution to be negative (in the Netherlands, a maximum of 2 x 106 NSLAB/g is specified for Gouda). Although there are several studies on cheese with a controlled microflora, the ripening and quality of NSLAB-free cheese do not appear to have been compared with 'control' cheeses containing 'wild' NSLAB. Several comparative studies on cheese made under aseptic or non-aseptic conditions using Lactococcus starter alone or with selected Lactobacillus adjuncts indicate that inoculation of cheesemilk with selected strains of Lactobacillus improves cheese flavour and possibly accelerates ripening. However, a typical but mild flavour develops in Cheddar, Gouda and Emmental free of NSLAB, i.e., NSLAB do not appear to be essential for cheese ripening although they do affect the ripening pattern and cheese quality. Since the numbers and strains of NSLAB in cheese are uncontrolled, it is likely that they contribute to variability in cheese quality. Therefore, it appears worthwhile to determine what factors affect their growth. The number of NSLAB in Cheddar is strongly influenced by the rate at which the curd is cooled and subsequently ripened. Rapid cooling of the curd after moulding and pressing is the most effective way of retarding the growth of NSLAB, although they will grow eventually to ---107 cfu/g in cheese ripened at 4 ~ The growth of NSLAB can be prevented by ripening at ---1 ~ but all ripening reactions are retarded to an unacceptably slow rate. The growth of NSLAB does not appear to be influenced by the composition of cheese (moisture, salt or pH) within the ranges normally found in commercial cheese. Non-starter lactic acid bacteria grow mainly after the lactose in the cheese curd has been metabolized by residual starter activity. Although the growth substrates in cheese for Lactobacillus are not known, they
Factors that Affect the Quality of Cheese
can derive energy from the sugars of glycoproteins of the MFGM (Diggin, 1999). It is likely that available, suitable substrates are limiting (NSLAB normally plateau at ---107-108 cfu/g) and hence it might be possible to out-compete wild NSLAB by adding selected strains of Lactobacillus to cheese milk, thereby offering better control of the ripening process. Non-starter lactic acid bacteria may also be controlled by including a broad spectrum bacteriocin-producing strain in the starter culture (Fenlon et al., 1999).
Lactobacillus Species as Adjunct Cultures Cheddar and Cheddar-type cheeses do not have an intentional secondary microflora but there has been considerable interest in recent years in the use of an adjunct secondary culture (usually mesophilic lactobacilli) for the following reasons: 9 to intensify cheese flavour which is considered to have become too mild owing to the improved microbial quality of the cheese milk, pasteurization of the milk, the use of enclosed vats and other equipment (which reduce contamination from the environment) and the use of defined-strain starters, i.e., the cheese microflora have become too narrow; 9 to accelerate cheese ripening; the ripening of cheese, especially low-moisture, highly flavoured varieties, is a slow, and consequently an expensive, process. Various approaches to accelerate ripening have been assessed, including the use of mesophilic lactobacilli (see Fox et al., 1996b); 9 to give identifiable flavour characteristics to cheese produced by a particular manufacturer or sold by a particular retailer; 9 to improve the flavour of reduced-fat cheese, which generally lacks flavour; 9 inoculation of cheese with mesophilic lactobacilli which suppresses the growth of adventitious lacto-
pH 4.85-5.20
603
bacilli (NSLAB). Since the NSLAB are uncontrolled (they are the only really uncontrolled component of cheese), they probably contribute at least to some extent to variability. In this case, the adjunct lactobacilli need not contribute to the biochemistry of ripening, just suppress the growth of adventitious NSLAB. A considerable amount of research on the significance of mesophilic lactobacilli in cheese has been reported during the past 10 years and the results seem promising. Further research in this area is warranted. Thermophilic Lactobacillus spp. are more effective as adjuncts than mesophilic lactobacilli (Tobin, 1999), probably because they die rapidly in cheese, lyse and release intracellular enzymes. Both mesophilic and thermophilic lactobacilli and Sc. thermophilus are being used commercially as adjunct cultures for Cheddar cheese, and possibly for other varieties. Sc. thermophilus is used mainly to improve the phage resistance of the culture (since it is resistant to lactococcal phage) and to permit the use of a higher cook temperature, facilitating better control over cheese composition and hence ripening and quality.
Cheese Composition The quality of cheese is influenced by its composition, especially moisture content, NaC1 concentration (preferably expressed as % S/M), pH, moisture-in-non-fat substances (MNFS; essentially the ratio of protein to moisture) and % fat-in-dry matter. At least five studies (O'Connor, 1971; Gilles and Lawrence, 1973; Fox, 1975a; Pearce and Gilles, 1979; Lelievre and Gilles, 1982) have attempted to relate the quality of Cheddar cheese to its composition. These authors agree that moisture content, % S/M and pH are the key determinants of cheese quality but they disagree as to the relative importance of these parameters (see Fig. 6).
FDM 52-55% pH 4.95-5.10 FDM 52-55%
pH 4.95-5.15
Salt > 1.4%
Premium quality
MNFS 52-56% MNFS 50-57%
S/M 4.0-6.0% S/M 4.0--6.0%
Gilles and Lawrence (1973) Composition of cheeses was determined at 14 days and related to quality of mature Cheddar cheese.
Moisture < 38%
pH < 5.4
l Fox (1975a) Relationship between the quality and composition ._o!10-week-old Cheddar cheese.
MNFS 52-54%
S/M 4.2-5.2%
Pearce and Gilles (1979) Composition of cheeses was determined at 14 days and related to quality of Cheddar cheese.
Figure 6 Relationships between composition (determined at various stages during ripening) and the quality of mature Cheddar cheese (moisture-in-non-fat substances (MNFS) fat-in-dry-matter (FDM), and salt-in-moisture (S/M)).
604
Factors that Affect the Quality of Cheese
O'Connor (1971) found that the flavour, texture and total score of Cheddar were significantly correlated with % NaC1 and particularly with pH; moisture content had less effect on cheese quality. Salt content and pH were strongly correlated with each other, as were salt and moisture. Based on the results of a study on experimental and commercial cheeses in New Zealand, Gilles and Lawrence (1973) proposed a grading (selection) scheme which has since been applied commercially in New Zealand to young (14 day) Cheddar cheese. The standards prescribed for Premium grade cheese were: pH: 4.95-5.10; % S/M: 4.0-6.0%; MNFS: 52-56%; FDM: 52-55%. The corresponding values for First Grade cheeses were: 4.85-5.20%, 2.5-6%, 50-57% and 50-56%; young cheeses with a composition outside these ranges were considered unlikely to yield goodquality mature cheese. Quite wide ranges of FDM are acceptable; Lawrence and Gilles (1980) suggested that since relatively little lipolysis occurs in Cheddar cheese, fat content plays a minor role in determining cheese quality but if FDM is below about 48%, the cheese is noticeably more firm and less attractive in flavour. Pearce and Gilles (1979) reported that the grade of young (14-day-old) cheeses produced at the New Zealand Dairy Research Institute was most highly correlated with moisture content; the optimum compositional ranges were: MNFS: 52-54%; S/M: 4.2-5.2%; pH: 4.95-5.15. Fox (1975a,b) reported a weak correlation between grade and moisture, salt and pH for Irish Cheddar cheeses but a high percentage of cheeses with compositional extremes was downgraded, especially those with low salt (<1.4%), high moisture (>38%) or high pH (>5.4). Salt concentration seemed to exercise the strongest influence on cheese quality and the lowest percentage of down-graded cheeses can be expected in the salt range 1.6-1.8% (S/M: 4.0-4.9%); apart from the upper extremes, pH and moisture had little influence on quality in the sample studied. High salt levels tend to cause a curdy texture, probably due to insufficient proteolysis; a pasty body, often accompanied by off-flavours, is associated with low salt and high moisture levels. In the same study, the composition of extra-mature Cheddar cheeses was found to vary less and the mean moisture content was 1% lower than that of regular cheeses. A very extensive study of the relationship between the composition and quality of nearly 10 000 cheeses produced at five commercial New Zealand factories was reported by Lelievre and Gilles (1982). As in previous studies, considerable compositional variation was evident but was less for some factories than others. While the precise relationship between quality
and composition varied between plants, certain generalizations emerged: 9 within the compositional range suggested by Gilles and Lawrence (1973) for 'premium' quality cheese, composition does not have a decisive influence on grade, which decreases outside this range; 9 composition alone does not provide an exclusive basis for grading; 9 MNFS was again found to be the principal factor affecting quality; 9 within the recommended compositional bands, grades declined marginally as MNFS increased from 51 to 55% and increased slightly as S/M decreased from 6 to 4; pH had no consistent effect within the range 4.9-5.2 and FDM had no influence in the range 50-57%. 9 there were specific intra-plant relationships between grade and composition; therefore, each plant should determine the optimum compositional parameters pertinent to it. The results of the foregoing investigations indicate that high values for moisture and pH and a low salt content lead to flavour and textural defects. The desired ranges suggested by Gilles and Lawrence (1973) appear to be reasonable, at least for New Zealand conditions, but within the prescribed zones, composition is not a good predictor of Cheddar cheese quality. Presumably, several other factors, e.g., starter, NSLAB, activity of indigenous milk enzymes, relatively small variations in cheese composition and probably other unknown factors, influence cheese quality but become dominant only under conditions where the principal determinants, moisture, salt and pH, are within appropriate limits. Although the role of calcium concentration in cheese quality has received occasional mention, its significance has been largely overlooked. Lawrence and Gilles (1980) pointed out that the concentration of calcium in cheese curd determines the cheese matrix and, together with pH, indicates whether proper procedures were used to manufacture a specific cheese variety. As the pH decreases during cheese manufacture, CCP dissolves and is removed in the whey. The whey removed after cooking comprises 90-95% of the total whey expressed during cheesemaking and under normal conditions contains ---85% of the calcium and "--90% of the phosphorus lost from the cheese curd. Thus, the calcium content of cheese reflects the pH of the curd at whey drainage; there are strong correlations between the calcium content of cheese and the pH at 1 or 14 days and the amount of starter used (see Lawrence et al., 1984). Since the pH of cheese increases during ripening, the pH of mature
Factors that Affect the Quality of Cheese 605 cheese may be a poor index of the pH of the young cheese. Therefore, calcium concentration is probably a better record of the history of a cheese with respect to the rate of acidification than the final pH. Reduction in calcium phosphate concentration by excessively rapid acid development also reduces the buffering capacity of cheese and hence the pH of the curd will fall to a lower value for any particular level of acid production. No recent work on the level and significance of calcium in Cheddar cheese appears to be available. The calcium content of cheese has a major effect on its meltability and stretchability, e.g., pasta-filata cheese does not stretch well, or not at all, until the pH falls below ---5.4. Biologically acidified Mozzarella has poor stretchability and meltability immediately after manufacture but these properties improve during the early stages of ripening and are optimal after about 2-3 weeks; functionality deteriorates on continued ripening due to proteolysis. In contrast, directly acidified cheese is functional immediately after manufacture. The difference in behaviour is due to the lower calcium concentration in the directly acidified cheese owing to the faster decline in pH to ---5.6. Under such conditions, much of the CCP dissolves and is removed in the whey at drainage; the concentration of calcium per unit of protein, which is very important for cheese functionality, in biologically and chemically acidified Mozzarella cheese was 27.7 and 21.8 mg/g, respectively (Guinee et al., 2002). There is little published information on the relationships between composition and quality for other cheese varieties. However, it is very likely that similar factors affect the quality of all cheeses more or less to the same extent.
Ripening T e m p e r a t u r e Ripening temperature has a major influence on the rate of ripening and quality of cheese. Traditionally, cheese was ripened in caves or cellars at a relatively constant temperature. This practice is still widespread for some varieties but artificially refrigerated rooms are now used by large-scale manufacture. The ripening temperature is fairly characteristic of the variety, e.g., Cheddar, 6-8 ~ Gouda, 12-14 ~ ParmigianoReggiano, 18-20 ~ Emmental, 6 ~ for ---2 weeks, then at 22 ~ for 4-6 weeks to allow the propionic acid bacteria to grow rapidly and produce adequate CO2 for good eye development, then at ---4 ~ for several months to complete ripening; Camembert, 14 ~ for --~2 weeks to induce the growth of P. camemberti, then at 4 ~ for 2-4 weeks.
Ripening can be accelerated by increasing the ripening temperature but all reactions, desirable and undesirable, are accelerated and an unbalanced flavour or off-flavour may develop. Ripening at an elevated temperature is normally considered with the objective of accelerating ripening (see Fox et al., 1996b). Cheese flavour can probably be modified by manipulating temperature; however, this is rarely practised except for Swiss-type cheeses. The rate at which the curd is cooled after moulding has a major effect on the growth of starter LAB and NSLAB. The curds for most cheeses are moulded immediately after cooking and acidification occurs mainly in the moulds. Hence, the rate at which the curd cools in the moulds has a major effect on starter growth and rate of acid development, and is strongly affected by the size of the cheese and ambient temperature. The effect of cooling on starter growth is particularly noticeable for high-cooked cheeses, e.g., Swiss and Grana types. The thermophilic starters used for these cheeses do not grow at the cook temperature but begin to grow as the curd cools in the moulds. For consistency, it is important to control the ambient temperature. For Cheddar-type cheeses, acidification is almost complete at moulding. Traditionally, the moulded cheeses were pressed overnight at ambient temperature and the cheeses cooled close to ambient during this period, although ambient temperature probably varied significantly with season. In modern practice, the cheeses exit the Wincanton tower at ---36 ~ and are packaged and stacked on pallets (5 • 10 cheeses ---1 tonne) and transferred to ripening rooms. The cheeses at the centre of the pallet do not decrease to ambient (store) temperature for about 4 weeks and this causes considerable variation in the number and probably the type of NSLAB, and hence in the quality of the cheese. Many factories now cool the packaged cheese in a cooling tunnel overnight before stacking on pallets. If the cheese is cooled to <1 ~ and ripened at this temperature, the cheese will be free of NSLAB but the rate of ripening will be very slow. The humidity of the environment must be controlled, at 85-90% RH, for the ripening of many varieties, mainly those with a surface microflora, which will not grow if the cheese develops a rind. Traditionally, rind development was encouraged on internal bacterially ripened cheeses by reducing the RH slowly. The rind serves to protect the cheese against undesirable surface growth and the loss of moisture (weight). Today, many varieties, e.g., Cheddar and Gouda, are coated or wrapped in plastic, i.e., rindless cheese, to prevent weight loss and to protect the surface of the cheese against undesirable bacterial growth.
606
Factors that Affect the Quality of Cheese
Conclusions Through increased knowledge of the chemistry, biochemistry and microbiology of cheese, it should be possible to produce cheese of a very high quality consistently, although this is not always achieved owing to failure to control one or more of the key parameters that affect cheese composition and ripening. Milk is a variable raw material and although it is possible to eliminate major variations in the principal milk constituents, some variations persist. Variability in milk composition can also be compensated by manipulating some process parameters in the cheesemaking process. Most large factories operate on a strict time schedule and hence subtle manipulation of the process on an individual vat basis may not be possible. Therefore, strict control of milk composition and starter activity is critical. From a microbiological viewpoint, the milk supply to modern cheese factories is of very high quality and after pasteurization contains only a few hundred bacteria per ml. In modern factories where enclosed vats and other equipment is used, the level of contamination from the environment is very low; cheese curd containing <103 NSLAB/g at 1 day is normal. However, these adventitious NSLAB grow to c. 107-108 cfu/g and dominate the microflora of cheese after about 3 months. Since the adventitious NSLAB grow slowly in cheese, they are most significant in long-ripened cheese. Although the significance of the adventitious NSLAB in long-ripened cheese is unclear, it would appear to be desirable to control them, either by eliminating them or standardizing their number and type. In industrial-scale manufacture of cheese, it is not possible to eliminate NSLAB. It is possible to prevent their growth by ripening at ---1 ~ but the overall ripening process is also reduced to an unacceptable rate. Outcompeting indigenous NSLAB by an adjunct Lactobacillus culture, which does not have to contribute to ripening, is a possibility but this approach has not been investigated. Although it is now possible to avoid major defects in cheese produced using modern technology, further research on the biochemistry of cheese ripening is required to enable the process of cheese manufacture and ripening to be refined to an extent that will allow the consistent production of premium quality cheese. The key to successful cheesemaking is a good reliable starter, both from the viewpoint of reproducible acid production and subsequent ripening. If properly managed, modern starters are generally satisfactory and their performance is being improved progressively.
The use of starter adjuncts, usually mesophilic lactobacilli, for some varieties, especially Cheddar, is increasing, with the objective of intensifying and modifying flavour, accelerating ripening and perhaps controlling adventitious NSLAB and thus standardizing quality. Basically, cheesemaking is a relatively simple process, consisting of two phases: conversion of milk to cheese curd and transformation of the curd to mature cheese; both phases involve a number of steps. The key steps in curd manufacture are: acidification, coagulation, syneresis/dehydration and salting. With the knowledge currently available on the mechanism of these processes and the scale and quality of the cheesemaking equipment, it should be possible to produce cheese curd of consistently premium quality from chemical and microbiological viewpoints. Unfortunately, this is not the case in practice. Undoubtedly, variability in the composition and microflora of the milk contribute to the variability of cheese curd but there is variability in curd produced during the course of a single day from a single large batch of bulked milk using the same rennet and starter. One factor likely to be responsible for this variability is the time-lag in performing certain cheesemaking operations, e.g., it requires ---30 min to separate the curds and whey in the very large (->30 000 1) vats now used for Cheddar, Gouda or Mozzarella. This time-lag continues during later operations, e.g., cheddaring, milling, salting and pressing. The solution to this problem is the development of a continuous curd production system, such as the ALPMA system, but this is not used for hard cheeses. Work in this area appears warranted. The objective of cheesemaking is to consistently manufacture cheese with the desired, characteristic flavour, texture and functionality in the highest yield possible, as cheaply and as quickly possible. The closest we have come to achieving that objective is the production of enzyme-modified cheeses, which do not resemble closely the flavour, texture or functionality of any natural cheese but are used successfully to replace natural cheese in some applications (see 'Sensory Character of Cheese and its Evaluation', Volume 2). With improved knowledge of the biochemistry of cheese ripening, it may be possible to produce some of the milder, less complex cheese using the EMC a p p r o a c h - research in this area is warranted. Cheese ripening is a very complex biological, biochemical and chemical process which is determined and directed by the composition and microflora of the cheese curd; if these are reproducible and consistent, it should be possible to produce cheese of excellent quality consistently.
Factors that Affect the Quality of Cheese
References Andreeva, N., Dill, J. and Gilliland, G.L. (1992). Can enzymes adopt a self-inhibited form? Results of X-ray crystallographic studies on chymosin. Biochem. Biophys. Res. Commun. 184, 1074-1081. Barrett, EE, Kelly, A.L., McSweeney, P.L.H. and Fox, P.E (1999). Use of exogenous urokinase to accelerate proteolysis in Cheddar cheese during ripening. Int. Dairy J. 9, 421-427. Beuvier, E., Berthaud, K., Cegarra, S., Dasen, A., Pochet, S., Buchin, S. and Duboz, G. (1997). Ripening and quality of Swiss-type cheese made from raw, pasteurized or microfiltered milk. Int. Dairy J. 7, 311-323. Cogan, T.M. and Accolas, J.-P. (1996). Dairy Starter Cultures, VCH Publishers, Cambridge. Cogan, T.M. and Hill, C. (1993). Cheese starter cultures, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 193-255. Diggin, M.B. (1999). Potential Growth Substrates for Mesophilic and Thermophilic Lactobacillus spp. in Cheddar Cheese During Ripening. MSc Thesis, National University of Ireland, Cork. Egito, A.S., Giradet, J.-M., Miclo, L., Moele, D., Humbert, G. and Gaillard, J.-L. (2001). Susceptibility of equine K- and ~-caseins to hydrolysis by chymosin. Int. Dairy J. 11, 885-893. Egito, A.S., Miclo, L., Lopez, C., Adam, A., Giradet and Gafflard, J.-L. (2002). Separation and characterization of mares' milk of Otsl- , ~ - and K-caseins, ~/-casein-like, and proteose peptone component 5-like peptides. J. Dairy Sci. 85,697-706. Fenlon, M.A., Ryan, M.P., Guinee, T.P., Ross, R.P., Rea, M.C., Hill, C. and Harrington, D. (1999). Elevated temperature ripening of reduced fat Cheddar, made with or without lacticin 3147-producing starter culture.J. Dairy Sci., 82, 10-22. Farah, Z. (1993). Composition and characteristics of camel milk. J. Dairy Res. 60,603-626. Fox, P.E (1975a). Influence of cheese composition on quality. It. J. Agric. Res. 14, 33-42. Fox, P.E (1975b). Some physico-chemical properties of porcine milk. J. Dairy Res. 42, 43-56. Fox, P.E and McSweeney, RL.H. (1997). Rennets: their role in milk coagulation and cheese ripening, in, Microbiology and Biochemistry of Cheese and Fermented Milk, 2nd edn, B.A. Law, ed., Blackie Academic and Professional, London. pp. 1-49. Fox, P.E and Wallace, J.M. (1997). Formation of flavour compounds in cheese. Adv. AppI. Microbiol. 45, 17-85. Fox, P.E, O'Connor, T.P., McSweeney, P.L.H., Guinee, T.P. and O'Brien, N.M. (1996a). Cheese: physical, biochemical and nutritional aspects. Adv. Food Nutr. Res. 39, 163-328. Fox, P.E, Wallace, J.M., Morgan, S., Lynch, C.M., Niland, E.J. and Tobin, J. (1996b). Acceleration of cheese ripening. Antonie van Leeuwenhoek 70, 271-297. Fox, P.E, Guinee, T.P., Cogan, T.M. and McSweeney, P.L.H. (2000). Fundamentals of Cheese Science, Aspen Publishers, Inc., Gaithersburg, MD.
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Fox, RE, Olivecrona, T., Vilaro, S., Bengtsson-Olivecrona, G., Kelly, A.L., McSweeney, PL.H., Shakeel-Ur-Rehman, Fleming, C.M., Stepaniak, L., Gobbetti, M., Corsetti, A., Pruitt, K.N. and Farkye, N.Y. (2003). Indigenous enzymes in milk, in, Advanced Dairy Chemistry, Vol. 1, Proteins, 3rd edn, P.E Fox and P.L.H. McSweeney, eds., Kluwer Academic/Plenum Publishers, New York. pp. 465-601. Gilles, J. and Lawrence, R.C. (1973). The assessment of cheese quality by compositional analysis. NZ J. Dairy Sci. Technol. 8, 148-151. Guinee, T.P. and Fox, P.E (1993). Salt in cheese; physical, chemical and biological aspects, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, General Aspects, 2nd edn, P. Fox, ed., Chapman & Hall, London. pp. 257-302. Guinee, T.P, Auty, M.A.E., Feeney, E.P. and Fox, P.E (2002). Effect of pH and calcium concentration on some textural and functional properties of Mozzarella cheese. J. Dairy Sci. 85, 1665-1669. Gustchina, E., Rumsh, L., Ginodinan, L., Majer, P. and Andreeva, N. (1996). Post X-ray crystallographic studies on chymosin: the existence of two structural forms and the regulation of activity by the interaction with the histidine-proline cluster of K-casein. FEBS Lett. 379, 60-62. Hyslop, D.B. (2003). Enzymatic coagulation of milk, in, Advanced Dairy Chemistry - Vol. 1 - Proteins, 3rd edn, P.E Fox and P.L.H. McSweeney, eds., Kluwer Academic/Plenum Publishers, New York. pp. 839-878. Iametti, S., Tedeshi, G., Oungre, E. and Bonomi, E (2001). Primary structure of K-casein isolated from mares' milk. J. Dairy Res. 68, 53-61. Lawrence, R.C. and Gilles, J. (1980). The assessment of the potential quality of young Cheddar cheese. NZ J. Dairy Sci. Technol. 15, 1-12. Lawrence, R.C., Heap, H.A. and Gilles, J. (1984). A controlled approach to cheese technology. J. Dairy Sci. 67, 1632-1645. Lelievre, J. and Gilles, J. (1982). The relationship between the grade (product value) and composition of young commercial Cheddar cheese. NZ J. Dairy Sci. Technol. 49, 1098-1101. Lynch, C.M., McSweeney, P.L.H., Fox, P.E, Cogan, T.M. and Drinan, ED. (1997). Contribution of starter lactococci and non-starter lactobacilli to proteolysis in Cheddar cheese with a controlled microflora. Lair 77,441-459. Malacarne, M., Martuzzi, E, Summer, A. and Mariani, P. (2002). Protein and fat composition of mare's milk: some nutritional remarks with reference to human and cows' milk. Int. Dairy J. 12,869-877. Martin, P., Ferranti, P., Leroux, C. and Addeo, E (2003). Non-bovine caseins: quantitation variability and molecular diversity, in, Advanced Dairy Chemistry - Vol. 1 - Proteins, 3rd edn, P.E Fox and P.L.H. McSweeney, eds., Kluwer Academic/Plenum Publishers, New York. pp. 277-317. McSweeney, P.L.H. and Sousa, M.J. (2000). Biochemical pathways for the production of flavour compounds in cheese during ripening. Lait 80,293-324.
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McSweeney, P.L.H., Fox, RE, Lucey, J.A., Jordan, K.N. and Cogan, T.M. (1993). Contribution of the indigenous microflora to the maturation of Cheddar cheese. Int. Dairy J. 3,613-634. Morgan, S.M., Ross, R.P. and Hill, C. (1995). Bacteriolytic activity due to the presence of novel plasmid-encoded lactococcins, A, B and M. Appl. Environ. Microbiol. 61, 2995-3001. Ochirkhuyag, B., Chobert, J.-M., Dalgalarrondo, M. and Haertle, T. (2000). Characterization of mare caseins. Identification of %1- and Ots2-caseins. Lait 80, 223-235.
O'Connor, C.B. (1971). Composition and quality of some commercial Cheddar cheese. It. Agric. Creamery Rev. 26 (10), 5-6. Pearce, K.N. and Gilles, J. (i979). Composition and grade of Cheddar cheese manufactured over three seasons. NZ J. Dairy Sci. Technol. 14, 63-71. Tobin, J. (1999). Effects of Adjunct Cultures and Starter Blends on the Quality of Cheddar Cheese. PhD Thesis, National University of Ireland, Cork. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. Dairy J. 11,185-201.
Index
Abondance, 199 Acid-coagulated milk gels, 6, 77-8, 105 casein micelles in, 105-106 effect of compositional/processing parameters on textural properties: fat content/homogenization, 118 heat treatment, 116-17 inoculation/gelation temperature, 115-16 pH/calcium content, 118-19 rennet addition, 117 solids non-fat (SNF) content, 117-18 mechanisms: physico-chemical aspects, 106-109 theoretical models, 106 physical properties: appearance, 113-14 microstructure, 112 permeability, 112-13 rheological, 109-11 texture/sensory, 111-12 whey separation/syneresis, 114-15 study by electron microscopy (EM)/confocal scanning laser microscopy (CSL), 112 syneresis, 114-15 see also Coagulation; Rennets Adjunct cultures see Secondary/adjunct cultures Amino acids, catabolism of see Catabolism of amino acids Appenzell, 199 Aroma, compounds: extraction methods, 491 dialysis, 492 headspace, 493 high-performance size-exclusion chromatography, 492-3 high-vacuum distillation, 491-2 solid-phase microextraction, 493 solvent, 492 steam distillation, 491 water-soluble extract (WSE), 493-4 identification using hyphenated GC techniques, 494-6 representativeness, 494 sample treatment, 491 see also Sensory characteristics of cheese; Flavour Arzua, 323 Aspartic proteinases see Chymosin/aspartic proteinases Autolysis, 126,289 Avenato, 323
Bacteriocins, 136, 153 Bacteriophage, 154, 163-70, 287,351,375 classification, 165 DNA homology, 167 host range, 165 morphology, 165 serology, 165-6 structural protein profiles, 166-7
control of, 164 engineered phage resistance systems, 179 antisense mRNA, 180 bacteriophage-triggered defence, 181-2 current status/future perspectives, 182 gene replacement/insertional mutagenesis, 180-1 phage-encoded resistance (Per), 179-80 recombinant superinfection exclusion/ immunity, 181 epidemiology, 167 Lactobacillus phage, 170-1 Sc thermophilus phage, 170 genome organisation/evolution, 171-6 lysogenic life cycle, 174 maintenance of lysogeny, 175-6 site-specific recombination, 174-5 superinfection exclusion, 176 lytic life cycle: bacteriophage lysis, 174 DNA packaging, 173 DNA replication, 172-3 lysogenic/lytic switch, 172 phage adsorption/DNA injection, 171-2 structural proteins, 173-4 multiplication, 163 natural resistance systems in lactic acid bacteria, 176-7 abortive infection, 178-9 adsorption inhibition, 177 injection blocking, 177 restriction/modification, 177-8 proteolytic enzymes, 131 raw milk cheeses, 321 resistance systems: engineered phage, 179-82 natural bacteriophage, 176-9 starter cultures, 129-38 Bavarian Blue, 193 Beaufort, 197 Bel Paese, 193, 195 Biogenic amines, 201,561-3 Bleu d'Auvergne, 193 Blue cheese, 123 contamination, 550 fatty acids, 378 mesophilic starters, 149 ultrafiltration, 269 use of salt, 211-12, 219 B r e v i b a c t e r i u m linens, 149, 192 Brie: flavour, 502 lipolytic agents, 376 moulds, 193 rheology/texture, 535 Brine-salted cheese see Salt Buffalo milk cheese, 5
610
Index
Cabrales, i93,306 Camembert, i23 contamination, 550 coryneform bacteria, 195,197 fatty acids, 377 flavour, 492,498,499, 500 lipolytic agents, 376 Listeria growth, 544 mesophilic starters, 149 microbial growth, 544-5 moulds, 193 raw milk, 321 rheology/texture, 528, 535 starter cultures, 126 uhrafiltration (UF), 271 use o f salt, 219,240 yeast flora, 306 Canestrato, 5,323 Casein, 7, 48-50, 55, 60, 71-2, 105-106,351,413, 415,417, 589,591 activity of cell envelope proteinase, 132 chemistry, 48 micelle assembly, 49 micelle properties, 49-50, 105-106 micelle stability, 50 self-assembly, 49 structures, 48-9 chymosin activity on, 52, 392-3 effect of NaC1, 212-13,214, 220-3 enrichment of cheese milk by ME 277-8 gel formation/properties of, 71-4, 78-81, 91, 94, 106-109, 111,115,116 hydration in cheese, 220-5 hydrolysis by cathepsin D, 396 mares' milk, 591 quality of cheese, 591-2 raw milk cheese, 324, 336, 339 use of capillary electrophoresis for analysis of casein, 420 Catabolism of amino acids, 152-3,201,302-303, 350-2,435,451 aromatic: phenylalanine, 444-7 tryptophan, 443 tyrosine, 443-4 branched-chain: deaminases, 449 decarboxylases, 449-51 production of volatile sulphur compounds: lyases involved in methionine catabolism, 442-3 transamination, 435-9 Catabolism of fatty acids, 376-80 Catabolism of lactate, 348-9 Cathepsins, 396, 399 Cauchy strain, 539 Cheddar, 5, 10, 12, 14 contamination, 545,546-9 dry-salted varieties, 245-6 fatty acids, 377 flavour, 335,337,492, 502, 605 lipolytic agents, 374,375 lysis, 136 mesophilic starters, 149 microbiology, 289,290, 296, 297, 301 moulds, 193 propionic acid bacteria, 200 quality, 595,596,604, 605 raw milk, 323, 327,330
reduced sodium, 226-7 rheology/texture, 516,517, 518-19,520, 527, 529, 530, 535 ripening, 348 sensory characteristics, 478-9 starter cultures, 126, 128 use of salt, 208-209,211,216-19,240 Cheddar curd: salt uptake: curd depth during holding, 238 degree of mixing, 238 level of salting, 237-8 mellowing period, 238 method, 237 moisture content of curd, 238-9 other factors, 239 temperature, 238 Cheese:
composition, 7-8, 603-605 fat-in-dry matter (FDM), 7, 589 moisture in non-fat substances (MNFS), 7 pH, 8 history of, 1-5,261,605 Cheshire, 5,208, 527 Chymosin/aspartic proteinases, 19-33,351,392, 600-601 active site, 23-7 catalytic mechanisms, 27-9 inhibitors, 33 natural sources, 19-20 physical properties/stability, 20-1 structure, 21-4 substrate-binding pockets/specificity, 30-3 zymogen activation, 29-30 crystals, 23 fermentation-produced chymosin, 51-2 milk clotting mechanism, 33-4 mutant chymosins, 32-3 physical properties/stability: enzyme solubility, 20-1 enzyme stability, 20 molecular weight/isoelectric point, 20 recombinant calf chymosin: eukaryotic expression, 35-6 prokaryotic expression, 34-5 ripening process, 351,356 stability (solubility), 20 structure: active site, 24-7 catalytic mechanisms, 27-9 gene sequences, 2i inhibitors, 33 primary, 21 secondary, 21, 23 substrate-binding pockets/specificity, 30-3 tertiary, 23-4 zymogen activation, 29-30 substrate specificity, 32 yield, 34-5 see also Pepsin Citrate metabolism, 130-1,151-2,367-8 Clostridia, 7, 153,202, 327, 328, 365-6, 562, 600 Clotting see Acid-coagulated milk gels; Coagulation; Rennets
Coagulation, 10-11, 47 Cynara cardunculus, enzymes from, 52 enzymes, 47, 391,392-3 influence of NaC1, 212-13
Index
physico-chemical mechanisms involved in gel formation from unheated milk, 106-109 post-coagulation operations, 11-12, 594-6 theoretical models, 106 visual, 11 see also Acid-coagulated milk gels; Rennets Comte cheese, 127 Conjugated linoleic acid, 575-6 Contamination see Pathogens; Safety; Toxins Cooking, 224-5 health/safety, 551 Coryneform bacteria, 195, 197, 597 antimicrobial activities, 198 form/use of adjunct culture, 198 lipolysis, 198 proteolysis, peptidolysis, amino acid catabolism, 198 selection as adjuncts, 197-8 useful properties in selecting surface bacteria, 197 Cottage cheese, 2, 9 acid milk gels, 105, 112, 116 addition of rennet, 117 contamination, 550 heat treatment, 116 reduced sodium, 227 ultrafiltration, 268 Cream cheese, 2 acid milk gels, 105, 112 compliance, 539 modulus, 539 whey removal, 114, 115 Cultures see Secondary/adjunct cultures; Starter cultures Curd, 12, 14 behaviour during processing: axial drainage, 95 compaction of curd column, 94-6 curd fusion, 93-4, 97 syneresis under pressure, 93 water content of cheese, 96-8 cooking temperature, 11 manufacturing process, 11-12 salt absorption/diffusion: direct mixing with milled curd, 229, 232 dry surface-salting of moulded pressed curd, 232 factors affecting uptake in Cheddar, 237-9 initial moisture content, 236-7 pH of curd/brine, 237 salt-in-moisture level/pre-salting, 208-11,235 temperature of curd/brine, 235 syneresis during curdmaking: effects of grain size, 86-7 methods of estimation, 85-8 rate equations, 85-6 stirring, 87-8 washing, 90 C y n a r a cardunculus proteinase, 3, 52 Danablu, Danish Blue, 193, 194, 306 Danbo: mould, 193 ultrafiltration, 268 use of salt, 220 yeast flora, 306 D e b a r y o m y c e s hansenii, 191,192, 196 Deformability modulus, 539 Dental caries, 576, 578-9 Domiati, 10, 219 Dry-sahed cheese see Salt
Dutch cheese, 128 lipolytic agents, 374 ripening, 348 see also Gouda; Edam Eastern European cheeses, 299 Edam:
fatty acids, 378 mesophilic starters, 149 starter cultures, 126 ultrafiltration, 268 Elastic material behaviour, 539 Elastoplastic material behaviour, 539 Emmental:
fatty acids, 378 flavour, 502 propionic acid bacteria, 200 starter cultures, 123, 126, 127 use of salt, 215 whey cultures, 127 see also Swiss cheese Enterococci, 290,295 Enzymes, 19, 133,288, 378, 448 coagulation, 47, 50-2, 391,392-3 indigenous, 587-8,600 microbial, 214-15 proteolytic, 19,413-15 ripening process, 352-7 secondary starter microorganisms, 195,413-15 sources: lyosomes, 19 micro-organisms, 19-20 plants, 19 stomach, 19 tissues, 19 see also Chymosin/aspartic proteinases; Lactic acid bacteria; Catabolism of amino acids; Catabolism of fatty acids; Lipolysis; Peptidases; Proteolysis; Ripening of cheese Ewe's milk cheese, 199,340 Exopolysaccharides, 137, 158 Fatty acids, 349,373-80 Feta, 5,268-9 contamination, 550 microbial growth, 545 microbiology, 290 ultrafiltration (UF), 271 use of salt, 219 Flavour, 3-4, 129, 289,306,332, 347, 466,489-91 acid milk, 112 contribution of lipolysis/catabolism of FFA, 379-80 dynamic methods for characterisation: model mouth systems, 501-502 release of non-volatiles in vivo, 501 release of volatiles in vivo, 499-501 fatty acids, 349 global/fast assessment, 502 electronic nose, 502-503 mass spectrometry-based systems, 503-504 peptides, 352 quality, 586-7, 599,603 raw milk, 335-8 sapid (non-volatile) compounds: extraction, separation, identification in relation to sensory properties, 496-9 water-soluble extracts (WSE), 496 smell/aroma, 466
611
612
Index
Flavour - contd. taste, 466 see also Sensory characteristics of cheese; Aroma, compounds Free-Choice Profiling, 477 Fungi, 36 Gammelost, 306 Gaziantep, 219-20 Gel formation see Acid-coagulated milk gels; Coagulation; Rennets; Syneresis of rennet-coagulated curd Genetic engineering, 155, 601 Geotrichum candidum, 191
Goat cheese, 1, 5, 14, 193,325,498 Gorgonzola, 193 Gouda, 14 fatty acids, 378 lysis, 136 mesophilic starters, 149 propionic acid bacteria, 199 quality, 595, 596 starter cultures, 126 use of salt, 223,237 Grana, 8, 126 microbiology, 289 whey cultures, 127 Gruy/~re: catabolism of fatty acids, 378 Coryneform bacteria in, 197 flavour, 492 rheology/texture, 529 starter cultures, 126, 127 whey cultures, 127 HACCP see Hazard Analysis and Critical Control Points
Havarti, 535 Hazard Analysis and Critical Control Points, 542, 543,584 see also Safety Health see Nutrition; Pathogens; Safety; Toxins Heterofermentative lactobacilli, 200 form/use of adjunct cultures, 202 species found in cheeses, 200-201, 291 useful properties to select as adjuncts: antagonistic activities, 201-202 formation of biogenic amines, 201 lipolytic activities, 201 probiotic properties, 202 proteolysis/amino acid catabolism, 201 Histamine, 561-3 Hygiene, 321-3 Illness see Pathogens; Safety; Toxins Italian cheeses, 298-9,338 Jarlsberg, 5 Kelvin element, 539 Kinematic viscosity, 539 Kluyveromyces, 195 Lactate: catabolism, 348-9 changes during ripening: metabolism by Clostridium tyrobutyricum, 365-6 metabolism by Propionibacterium, 366-7
oxidation, 364 oxidative metabolism in surface mould-ripened varieties, 364 racemization, 362-4 see also Lactose metabolism Lactic acid bacteria, 399-400 aminopeptidases, 411-12 carboxypeptidases, 403, 411 di- and tri-peptidases, 403 endopeptidases, 403 Lactobacillus delbrueckii, 290 Lactobacillus helveticus, 123 Lactococcus lactis, 123 peptidases, 400-403 proline-specific peptidases, 412-13 proteinases, 400 see also Starter cultures, Non-starter lactic acid bacteria, Bacteriophage Lactobacillus spp, 123,290 see also Non-starter lactic acid bacteria Lactococcus lactis, 123 chromosome, 149-50 genetic manipulation, 155 genetics of industrially important traits: bacteriocins, 153-4 bacteriophage, 154-5 lactose/citrate metabolism, 151-2 proteolysis/amino acid catabolism, 152-3 Lactose metabolism, 130, 151-2, 361-2 Leuconostoc, 155,290 Limburger, 195 Linear viscoelastic deformation, 539 Lipolysis, 198, 199-200, 201,303,349 agents, 373-6 contribution of FFA to flavour, 379-80 measurement of, 380,384-5 patterns of, 380 raw milk cheese, 325,327 Liquid pre-cheese (LPC), 269-73 Listeria monocytognes, 542-4, 550, 551,553-5 Livarot, 195 Loss modulus, 540 Low-concentrated retentates, 267-8 Lysis, 126, 289 see also Autolysis Lysogeny, 174 Maasdam, 5, 199,378 Mahon, 220 Manchego, 5,335 Membrane processing, 261 applications of: liquid pre-cheeses, 269-75 medium/intermediate concentrated retentates, 268-9 microfiltration, 276-8 milk protein concentrates, 278-9 on-farm concentration, 275-6 properties of UF retentates, 265-7 protein-standardized milk, 267-8 reverse osmosis, 275 UF in cheesemaking, 267-75 APV-sirocurd process: definitions, 262-5 design/configuration, 261 hollow fibre, 262-3 microfiltration (MF), 262 nanofiltration (NF), 262 plate and frame, 263
Index
reverse osmosis (RO), 262 spiral-wound, 263-4 tubular, 262 ultrafiltration (UF), 262 vibrating membrane system, 264-5 Mesophilic starters, 149-52, 597 Leuconostoc, 155-6 plasmids, 150-1 Mexican-style cheese, 553 Microbial pathogens see Pathogens Micrococcus, 197,304 Microfiltration: applications: casein enrichment of cheese milk, 277-8 microbial epuration of raw milk, 276-7 modifications, 278 selective fractionation of globular fat, 278 Milk: antiobiotics in, 7 casein chemistry, 48-50 chemical composition, 7, 588-9 clotting mechanism, 33-4, 47 composition, 91 fat, 47 gel formation, 106-109 heat treatment, 88 homogenization, 88 indigenous enzymes, 587-8 indigenous proteinases: others, 396-9 plasmin, 213-14, 393-6, 600 microbiology: desirable indigenous bacteria, 587 off-flavours/spoilage, 586-7 public health aspects, 586 pasteurized, 8,355 alternatives to pasteurization, 587 protein, 47-8, 573,575 protein-standardization, 267-8 quality, 584 rennet-induced coagulation, 50-65 safety: heat treatment, 543-4 pathogens, 541-3 quality, 543 standardization: calcium, 589 fat/casein, 589 pH, 589-90 syneresis of renneted-milk gel, 80-1 toxins in, 564 various additions to, 88-9 Milk gels see Acid-coagulated milk gels; Rennet coagulation of milk Milk protein concentrates, 278-9 Modulus of deformability, 540 Morbier, 195, 199,330 Moulds, 304-306, 395,597 contamination with mycotoxins, 567-8 form/use of adjunct culture, 194-5 species found in cheese, 193--4 useful properties in selecting as adjuncts: appearance on/in cheese, 194 de-acidification activity, 194 interactions with other microorganisms, 194 lipolytic activity, 194 production of aroma, 194 production of mycotoxins, 194
613
proteolytic activity, 194 Mozzarella, 9, 12 contamination, 553 flavour, 498 quality, 595,596 raw milk, 321 rheology/texture, 529,530 starter cultures, 123, 126 ultrafiltration (UF), 268, 272-3 use of salt, 222,240 MUnster, 195 Mycotoxins, 564, 567-8 Nitrogen metabolism in lactic acid bacteria, 131-2 amino acid degradation, 133-4 role of proteinase, 132 transport systems/peptidases, 132-3 see also Proteolysis; Peptidases; Lactic acid bacteria Non-starter lactic acid bacteria (NSLAB), 7, 289, 291,353 biochemical activities: amino acid catabolism, 302-303 citrate utilisation, 302 lipolysis, 303 proteolysis, 302 enterococci, 290, 295 growth/survival: environmental conditions, 296 interactions, 297 nutrient availability, 296-7 non-starter lactobacilli, 289-90 pediococci, 290 population dynamics: Cheddar, 297 Greek/eastern European cheeses, 299 Italian cheese varieties, 298-9 Portuguese cheese varieties, 298 Spanish artisanal cheeses, 297-8 Swiss cheeses, 297 quality, 602-603 ripening process, 356-7 significance: adjunct as probiotics, 301-302 influence on quality, 299, 301 use of other adjunct cultures, 301 source of, 295-6 see also Lactobacillus NSLAB see Non-starter lactic acid bacteria Nutrition, 573 carbohydrate, 575 cheese and dental caries, 576, 578-9 fat/cholestrol, 575-6 minerals, 576 protein, 573,575 vitamins, 576 Parmigiano-Reggiano, Parmesan: contamination, 545,550 fatty acids, 377-8 flavour, 492 raw milk, 322 sensory characteristics, 474 starter cultures, 123 whey cultures, 127 Pathogens, 7, 541 challenge studies, 549-52 Escherichia coli, 541,544, 545,548, 549-50, 551,555 growth/survival in soft/semi-soft cheeses, 552-3 reviews on safety of raw milk, 545-6
614
Index
Port Salut, 193
Quality of cheese, factors affecting: cheese composition, 603-605 coagulant (rennet), 590-2, 600-601 cultures, 592-4, 601-602 indigenous enzymes, 600 Lactobacillus species as adjunct cultures, 603 milk supply: alternatives to pasteurization, 584, 587 chemical composition, 588-9 indigenous enzymes, 587-8 microbiology, 586-7 standardization of composition, 589-90 non-starter lactic acid bacteria, 602-603 packaging, 597 post-coagulation operations, 594-6 production parameters, 584 ripening, 596-9,605-606 salting, 216-20, 596 starter, 592-4, 601-602 use of ultrafiltration (UF), 596 Quarg, 2, 5 acid milk gels, 105,112 addition of rennet, 117 ultrafiltration, 270 whey removal, 115 see also Acid-coagulated milk gels Queso Blanco, 5
Portuguese cheese, 298, 306 Processed cheese, 227 Prochymosin, 20, 30, 34-6 Propionibacterium, 303,449,597 see also Emmental; Swiss cheese Propionic acid bacteria, 198, 303,449,597 as adjunct cultures, 200 characteristics of species found in cheeses, 198-9 useful properties for selecting as adjuncts: lactate metabolism, 199 lipolysis, 199-200 probiotic properties, 200 proteolytic activities/amino acid catabolism, 199 Proteolysis, 152-3,156, 302,350-2 amino acids, 350-2 lactocepins, 400 monitoring: amino acid analysis, 421 capillary electrophoresis (CE), 420 chromatographic techniques, 420-1 fluorescent spectroscopy, 421 Fourier transform infrared spectroscopy (FTIR), 421 tryptophan, 421 ultrasonics, 421 urea-PAGE, 420 patterns, 415-19 primary, 323-4 raw milk cheese, 323-5 ripening, 391 coagulant, 391,392-3 exogenous proteinases/peptidases, 391-2 indigenous proteinases, 391,393-9 non-starter lactic acid bacteria, 200,391 secondary starter, 191,391,413-15 starter lactic acid bacteria, 391,399-413 secondary, 198, 199,201,324 water-soluble peptides, 416-19 Provolone, 545
Raclette, 323, 328, 335, 338 Raw milk cheese, 8, 319-20, 545-6 biochemical aspects: lipolysis, 325, 327 proteolysis, 323-5 volatile compounds, 327-35 safety aspects: diversity of microorganisms, 320-1 hygiene, 321-3 numbers of microorganisms, 320 sensory aspects: flavour/odour, 335-8 texture, 338-40 Reconstituted skim milk, 64, 139,208 Reduced-sodium cheese, 207,225-6 Cheddar, 226-7 Cottage cheese, 227 other cheeses, 227 Rennet coagulation of milk, 2, 3, 6, 8, 10-11, 19, 584 adhesive sphere models/viscosity, 55-6 development of theological properties, 56-7 effect of acidification, 117 fractal models/rearrangements, 62-3 heat treatment, 64-5 high pressure treatment, 64 kinetic models, 53-5 measurement of clotting time/curd-cutting time, 53 mechanisms of milk-clotting, 33-4 milk processing/gel formation, 63-5 modelling gel-firming kinetics, 60-2 post-coagulation operations, 594-6 preparation, 52 primary enzymatic phase, 11, 50-2 production, 584 quality, 590-2, 600-601 rennet, 354-5 ripening process, 354-5 secondary non-enzymatic phase, 11 substitutes, 10 theoretical basis of viscoelasticity, 57-60
Pathogens - contd. safety of cheese, 541 extrinsic/intrinsic parameters affecting microbial growth, 544-5 heat treatment of milk, 543-4 milk quality, 543 raw milk, 541-3,545 Salmonella, 542, 544, 546-8, 551,553,555 Salmonella enterica, 542,546, 548, 553 stress adaptation and impact on safety, 553-4 Pecorino, 5,124, 126, 127 Pediococcus, 290, 292 Penicillium camemberti, 193 Penicillium roqueforti, 193 Pepsin, 29, 31,354,393 Peptidases, 132-3,400,403,417 aminopeptidases, 411-12 carboxypeptidases, 403, 411 di- and tri-peptidases, 403 endopeptidases, 403 proline-specific, 412-13 Phage see Bacteriophage Pichia spp., 196 outbreaks involving Cheddar, 546-9 Poisson effect, 540 Pont l'Eveque, 535
Index
UF retentates, 266-7 see also Acid-coagulated milk gels; Coagulation; Chymosin/aspartic proteinases Rennets see Chymosin/aspartic proteinases; Pepsin Rheology, 511-33 cheese structure, 516-18 compliance, 539 creep/stress relaxation, 518-19 development of properties during rennet coagulation, 56-7 effect of NaC1, 223-4 empirical instrumental methods of measurement, 523 exopolysaccharides, use of, 158 gel formation, 75-7, 109-10, 113-14, 117-18 large strain deformation: bending tests, 530-1 definition/terminology, 520 effect of sample temperature, 532 fracture/work to fracture, 521 measurement using texture analyser, 520-1 shear measurements, 530 uniaxial compression, 527-30 wire-cutting, 532 mechanical models, 519-20 oscillatory rheometry for linear viscoelastic measurements: complex viscosity, 526-7 elastic shear modulus, 524-6 loss modulus, 524-6 overview, 511-12 sensoric methods, 521-3 terminology: bulk modulus/compressibility, 515-16 deformation and strain, 512 relationship between stress/strain, 515 shear/normal modes of stress/strain, 513-15 stress, 512-13 viscous deformation, 516 time-dependent measurement, 532 viscosity measurement, 532-3 see also Texture Rhizomucorprotease, 20 Ripening of cheese, 12, 14, 347,375,395 acceleration, 357 agents: cathepsin D, 355-6 NSLAB, 356-7 other indigenous enzymes, 356 plasmin, 355 rennet, 354-5 starter enzymes, 356 biochemical activities of NSLAB, 302-303 catabolism of amino acids, 350-2,435 aromatic, 443-7 branched-chain, 447-9 deaminases, 449 decarboxylases, 449-51 other, 451 transamination, 435-9 volatile sulphur compounds, 439-43 glycolysis of residual lactose/catabolism of lactate, 347-9 lipolysis/metabolism of fatty acids, 349 proteolysis, 350-2, 391-2 quality, 596-9,605-606 see also Proteolysis, Lipolysis; Catabolism of lactate; Catabolism of amino acids; Catabolism of fatty acids
Romano, 535,545 Roquefort, 5 lipolytic agents, 376 mould, 193, 194 rheology/texture, 535 yeast flora, 306 S a c c h a r o m y c e s cerevisiae, 196
Safety, 541 Cheddar, 546-9 improvements, 554-5 microbial growth, 544-5 milk: heat treatment, 543-4 quality, 543 raw, 541-3,545-9 soft/semi-soft cheeses, 552-3 stress adaptation and impact of pathogens, 553-4 St Nectaire, 193-4, 306 St Paulin, 136, 273,323 Salt, 10, 207-208,348, 576, 596 absorption/diffusion: brine- and surface dry-salted cheeses, 244-5 brine concentration/concentration gradient in brine-salted cheese, 232-3 brine-salted cheese, 228-9 Cheddar/dry-salted varieties, 245-6 cheese geometry, 233-4, 244 concentration gradient in dry-salted cheeses, 239-40 concentration of calcium in brine, 240 direct mixing of salt/milled curd, 229,232 dry surface-salting of moulded pressed cheese curd, 232 fat content of cheese, 243-4 initial moisture content of curd, 236-7 initial salt-in-moisture level of curd/pre-salting, 235 mechanisms, 228-32 method of brine-salting, 233 methods of salting, 228 moisture content of cheese, 98,241-3 pH of curd/brine, 237 salting time, 234-5 temperature of brine/cheese, 240 temperature of curd/brine, 235 uptake in Cheddar curd, 237-9 casein hydration/physical properties of cheese: cooking properties, 224-5 microstructure, 223 model systems, 220-3 rheology, 223-4 control of microbial growth, 208-12 effect on cheese composition: lactose content/pH, 249 moisture level, 247-9 salt content, 249 enzyme activity: coagulant, 212-13 microbial enzymes, 214-15 milk proteinase, 213-14 gel formation, 83-4 quality, 596 reduced-sodium cheese: Cheddar, 226-7 Cottage cheese, 227 other cheeses, 227
615
616
Index
Salt - contd. ripening/quality: Blue cheese, 219 Camembert, 219 Cheddar, 216-19 other cheeses, 219-20 salt/moisture equilibria in brine-salted cheese after salting, 244-7 salt/moisture equilibrium in Cheddar cheese, 246-7 water activity (aw), 215-16 Sbrinz, 127 Secondary/adjunct cultures: coryneform bacteria and staphylococci, 195,197-8 effect on quality, 603 heterofermentative lactobacilli, 200-202 moulds, 193-5 non-starter lactic acid bacteria, 7,289,291,353 propionic acid bacteria, 198-200 yeasts, 191-3 see also Starter cultures Semi-hard cheese, 273 Sensory characteristics of cheese, 455,463-5 cheese preferences, 455-6 consumer preferences, 14,480-1 definition, 455 evaluation methods, 467-8 consumer acceptability testing, 478 descriptive analysis, 475-7 discrimination tests, 475 grading/quality scoring, 468-75 time-intensity analyses, 477-8 human senses/sensory properties: cheese appearance, 462,466 cross-modal interactions, 466-7 flavour, 466 texture, 466 universal language, 480 variety, 456-62 see also Aroma, compounds; Flavour Shear modulus, 540 Sheep milk cheese, 1, 5, 14 Soft cheese, 270-3,552-3 Spanish artisanal cheeses, 297-8, 306 Staphylococcus, 195,197,304 antimicrobial activities, 198 form/use of adjunct culture, 198 lipolysis, 198 proteolysis, peptidolysis, amino acid catabolism, 198 selecting surface bacteria as adjuncts: effect on colour of cheese surface, 197-8 growth, 197 Starter cultures, 123, 149,287, 288-9,348 defined-strain, 164-5 genomics, 129-30, 158-9 mesophilic starter genetics: bacteriocins, 153-4 bacteriophage, 154-5 chromosome, 149-50 industrially important traits, 151-5 lactose/citrate metabolism, 151-2 Leuconostoc, 155-6 manipulation, 155 plasmids, 150-1 proteolysis/amino acid catabolism, 152-3 metabolism: autolysis, 136 bacteriocins, 136-7 citrate, 130-1
exopolysaccharide production, 137-8 growth, 134-5 lipases/esterases, 134 metabolic engineering, 135-6 nitrogen, 131-4 stress responses, 137 sugar, 130 mixed-strain mesophilic, 9-10, 164-5 pH control, 139-40 phage infection, 127, i39 preparation: preservation/distribution, 140-2 propagation, 138-40 time/temperature combination, 140 quality, 592-4 taxonomy, 123-4 types, 126, 128, 164 new sources, 129 primary, 123,124, 126, 191 secondary, 123, 191,195 see also Bacteriophage Stilton, 193, 194, 208 Streptococcus thermophilus, 123,157 Stress: relaxation modulus, 540 relaxation test, 540 Swiss cheese, 128 contamination, 545,552 flavour, 335,338,492 microbiology, 289,296,297 raw milk, 323,327,328 Syneresis of rennet-coagulated curd, 71, 114 during curdmaking, 84-5 effects of other process variables: acidity, 90 coagulation, 89 heat treatment of milk, 88 high-pressure treatment, 91 homogenization of milk, 88 temperature, 89-90 ultrafiltration, 90-1 various additions to milk, 88-9 washing of curd, 90 mechanisms, 78-9 methods for estimating: effects of curd grain size, 86-7 modelling process, 81-4 rate equations, 85-6 stirring, 87 renneted milk, 80-1 review of, 91-2 unified approaches to gel formation/syneresis: acid gels, 77-8 behaviour during processing, 92-3 compaction of curd column, 94-5 curd fusion, 93-4 effect of milk composition, 91 gel formation, 73-5 renneting, 72-3 rheological characteristics, 75-7 under pressure, 93 water content of cheese, 95-8 Texture: terminology, 533 evaluation: instrumental shear deformation, 535-6 texture profile analysis (TPA), 534 see also Rheology
Index
Thermophilic starters, 56, 126 Lactobacillus spp.: genetic manipulation, 157 important traits, 156-7 Streptococcus thermophilus: genetic manipulation, 158 important traits, 157-8 Tilsit, 306 Tomme, 193, 199 Torulospora delbrueckii, 196 Toughness, 540 Toxins: biogenic amines: formation, 562-3 histamine, 561-2 in cheese, 563 mycotoxins: direct contamination of cheese, 567-8 fate in cheese during manufacture/ripening, 567 indirect contamination, 564, 567 production of toxic metabolites in cheese, 567 Ultrafiltration (UF), 8-9, 90-1,265-75,596 cheese quality: functionality, 274-5 proteolysis/ripening characteristics, 274 texture, 273-4 liquid pre-cheeses: fresh unripened cheeses, 269-70 other applications, 273 semi-hard cheese, 273 soft cheese, 270-3 medium/intermediate concentrated retentates: APV-sirocurd process, 268 general considerations, 269 other cheeses, 269 structured Feta-like cheese, 268-9 properties of UF retentates: buffering capacity, 265-6 rennet coagulation, 266-7 rheological behaviour, 266
protein-standardized milk, 267-8 see also Membrane processing Uniaxal compression, 527-8 compressive strength, 540 effect of deformation rate, 529-30 effect of pre-test strain history, 529 effect of sample-machine interface conditions/sample dimensions, 529 influence of shape, 530 relationship between shear/normal stresses, 528 Viscoplastic material behaviour, 540 Viscosity/dynamic viscosity, 540 Volatile compounds, 327-8 alcohols, 331-2 carbonyl compounds, 330-1 esters, 332 lactones, hydrocarbons, 334-5 sulphur compounds, 332-4 volatile fatty acids (VFA), 328-30 Water-soluble extract (WSE), 493-4, 496 Whey, 105 heat treatment, 9 incubation, 9 preparation, 127 separation/syneresis, 114-15 Yeast, 36, 191,306-307, 597 forms/use as adjunct culture, 193 interactions with other microorganisms, 192-3 species found in cheeses, 191-2 useful properties in selecting adjuncts: effect on appearance of cheese surface, 192 lipolytic activity, 192 production of aroma, 192 proteolytic activity, 192 utilisation of residual sugars/lactate de-acidification activity, 192 Young's modulus, 540
617
Foreword
The art of cheesemaking has been augmented steadily by greater knowledge on the science of cheesemaking. This evolution has resulted from basic and applied research and from the increased need to understand and control the characteristics of milk, the microorganisms used in the manufacture and maturation of cheese, the manufacturing technologies, and the physical properties and flavour of cheese. Traditional methods of cheese manufacture have been modified by the need for greater efficiencies in the manufacture and maturation of cheese and by changes in the marketing channels for cheese. Accommodating these changes while maintaining the characteristics of a given cheese variety has been accomplished by the application of scientific principles. The need for greater understanding of the characteristics of cheese has also been driven by the increased use of cheese as an ingredient in other foods. This has required specific control of selected properties of cheese to impart the desired properties to the food, and to retain characteristics of the cheese during various food processing technologies. The successive editions of Cheese: Chemistry, Physics and Microbiology have documented the application of science to the art of cheesemaking. Certain characteristics are common in all editions: a thorough description and evaluation of scientific and technological advances, prodigious referencing to direct readers to more in-depth discussion of topics, and careful editing to impart consistency of discussion and a smooth transition between chapters. However, each edition has been revised to incorporate new information and to reflect recent trends in describing the science of cheesemaking and maturation and in the use of cheese as a food ingredient. Scientific principles emphasised in Volume 1 cover microbiological, chemical and physical attributes of cheese as in previous editions. Greater emphasis is given to the genetics and metabolic activity of lactic starters and on the secondary microflora in the third edition. Conversion of components (lactose, lactate, citrate, lipids, proteins) by microbial metabolism and enzymatic action is discussed in several chapters. Inclusion of modern sensory evaluation techniques and instrumental identification of flavour compounds recognises the relationship between these areas. A new chapter on acid gels provides the basic background for discussion in Volume 2 on cheese varieties made by acid or heat plus acid coagulation that are becoming more important as food ingredients. Volume 2, as in previous editions, focuses on various types of cheese, but the cheeses have been grouped into more logical categories based upon characteristics rather than geographical regions of production. The first chapter of Volume 2 provides an overview of the diversity of cheese varieties and systems of categorising varieties. A similar approach in the second chapter familiarises the reader with the general aspects of cheese technology to emphasise that there are common elements in cheesemaking and maturation and that cheese varieties result from specific deviations from or additions to these common elements. The last chapter is appropriately a discussion of cheese as an ingredient, which recognises recent trends in the science of cheese. A substantial bank of knowledge has been accumulated on cheese and this has been rigorously incorporated into the two volumes. It is inevitable that this bank of knowledge will be revised and expanded. The third edition of Cheese: Chemistry, Physics and Microbiology provides the base upon which these revisions and expansions can be undertaken objectively. N.E Olson Department of Food Science, University of Wisconsin, Madison
List of Contributors
Professor M.H. Abd E1-Salam
Dairy Department National Research Centre Dokki Cairo Egypt
Professor M. Carie University of Novi Sad Faculty of Technology Bulevar Cara Lazara 1 Novi Sad Serbia and Montenegro
Professor E. Alichanidis
Professor T.M. Cogan
Laboratory of Dairy Technology School of Agriculture Aristotle University of Thessaloniki 541 24 Thessaloniki Greece
Dairy Products Research Center Teagasc, Moorepark Fermoy Co. Cork Ireland
Professor Y. ArdO
The Royal Veterinary and Agricultural University Department of Dairy and Food Science Rolighedsvej 30 1958 Frederiksberg C Denmark
Dr L.K. Creamer
Fonterra Research Centre Private Bag 11 029 Dairy Farm Road Palmerston North New Zealand
Dr H.P. Bachmann
Agroscope kiebefeld-Posieux Swiss Federal Institute for Animal Production and Dairy Products Schwarzenburgstrasse 161 CH-3003 Bern Switzerland
Dr u L. Crow
Mr R.J. Bennett
Dr E.-M. D~sterh6ft
Institute of Food Nutrition and Human Health Massey University Palmerston North New Zealand
Fonterra Research Centre Private Bag 11 029 Dairy Farm Road Palmerston North New Zealand
NIZO Food Research PO Box 20 6710 BA Ede The Netherlands
Dr N.M. Brennan
Dairy Products Research Centre Teagasc, Moorepark Fermoy Co. Cork Ireland
Professor N.Y. Farkye
Dairy Produce Technology Center California Polytechnic State University San Luis Obispo CA 93407 USA
Dr M.D. Cantor
Danisco A/S Innovation Langebrogade 1 1001 Copenhagen K Denmark
Professor RE Fox
Department of Food and Nutritional Sciences University College Cork Ireland
x
List of Contributors
Dr M.T. Frbhlich-Wyder Agroscope Liebefeld-Posieux Swiss Federal Institute for Animal Production and Dairy Products Schwarzenburgstrasse 161 CH-3003 Bern Switzerland Dr J. Gilles Deceased 19 January 2003 (Retired from the New Zealand Dairy Research Institute.) Professor M. Gobbetti
Dipartimento di Protezione delIe Piante e Microbiologia Applicata Universita di Bari Via G. Amendola 165/a 70126 Bari Italy Dr J.-C. Gripon Unit4 de Biochimie et Structure des Prot4ines Instituto National de La Recherche Agronomique 78350 Jouy-en-Josas France Dr T.P. Guinee Dairy Products Research Centre Teagasc, Moorepark Fermoy Co. Cork Ireland Dr T.K. Hansen
The Royal Veterinary and Agricultural University Department of Dairy and Food Science Rolighedsvej 30 1958 Frederiksberg C Denmark Dr H.A. Heap Fonterra Research Centre Private Bag 11 029 Dairy Farm Road Palmerston North New Zealand Dr C.G. Honor4 Fonterra Research Centre Private Bag 11 029 Dairy Farm Road Palmerston North New Zealand
Dr M. Kalab Agriculture and Agri-Food Canada Food Research Program Guelph Ontario, K1A OC5 Canada Dr K.N. Kilcawley Dairy Products Research Centre Teagasc, Moorepark Fermoy Co. Cork Ireland Dr R Kindstedt Department of Nutrition and Food Sciences University of Vermont Burlington VT 05405-0044 USA Dr R.C. Lawrence 23 Pahiatua Street PaImerston North New Zealand (Retired from the New Zealand Dairy Research Institute.) Dr M. Loessner Technical University of Munich 21 EL, Abtilung Microbiologia Weihenstephan D-85354, Freising Germany Dr P.L.H. McSweeney Department of Food and Nutritional Sciences University College Cork Ireland Dr M. Medina
Instituto Nacional de Investigacion y Tecnologia Agraria y Alimentaria (INIA) Crta. de la Corufia km. 7,5 28040 Madrid Spain Dr W.C. Meijer NIZO Food Research PO Box 20 6710 BA Ede The Netherlands
Mr K.A. Johnston
Professor S. Milanovi¢
Fonterra Research Centre Private Bag 11 029 Dairy Farm Road Palmerston North New Zealand
University of Novi Sad Faculty of Technology Bulevar Cara Lazava 1 Novi Sad Serbia and Montenegro
List of Contributors
Dr M. Nufiez Instituto NacionaI de Investigacion y Tecnologia Agraria y Alimentaria (INIA) Crta. de la Corufia, km. 7,5 28040 Madrid Spain Professor G. Ottogalli Dipartimento di Scienze e Tecnologie Alimentari e Microbiologiche Sezione di Microbiologia Agraria Alimentare Ecologica Via G. Celoria 2 20133, Milano Italy
Dr B. Senge Technische Universit~t Berlin Faculty of Process Sciences Department of Food Rheology K~3nigin-.Luise-Str. 22 Sekr. KL-H 1 D- 14195 Berlin Germany Professor G. Smit NIZO Food Research PO Box 20 6710 BA Ede The Netherlands
Dr RK. Samal
Dr H.-E. Spinnler
Britannia Industries Limited Britannia Gardens Airport Road Bangalore 560 017 India (Formerly of Fonterra Research Centre, Private Bag 11 029, Dairy Form Road, Palmerston North, New Zealand.)
Laboratoire de Genie et Microbiologie des Procedes Alimentaires Instituto National de La Recherche Agronomique 78850 Thiverval-Grignon France
Professor S. Scherer Technical University of Munich 21EL, Abtilung Microbiologia Weihenstephan D-85354, Freising Germany Dr D. Schulz-Collins Arrabawn Co-Op. Nenagh Co. Tipperary Ireland
Dr G. van den Berg NIZO Food Research PO Box 20 6710 BA Ede The Netherlands Dr T. van den Tempel Chr. Hansen MS Cheese Culture Technology Boge Alle 10-12 2970 H~rshotm Denmark
xi
Preface to the First Edition
Cheese manufacture is one of the classical examples of food preservation, dating from 6000-7000 BC. Preservation of the most important constituents of milk (i.e. fat and protein) as cheese exploits two of the classical principles of food preservation, i.e.: lactic acid fermentation, and reduction of water activity through removal of water and addition of NaC1. Establishment of a low redox potential and secretion of antibiotics by starter microorganisms contribute to the storage stability of cheese. About 500 varieties of cheese are now produced throughout the world; present production is ---107 tonnes per annum and is increasing at a rate of ---4% per annum. Cheese manufacture essentially involves gelation of the casein via iso-electric (acid) or enzymatic (rennet) coagulation; a few cheeses are produced by a combination of heat and acid and still fewer by thermal evaporation. Developments in ultrafiltration facilitate the production of a new family of cheeses. Cheeses produced by acid or heat/acid coagulation are usually consumed flesh, and hence their production is relatively simple and they are not particularly interesting from the biochemical viewpoint although they may have interesting physico-chemical features. Rennet cheeses are almost always ripened (matured) before consumption through the action of a complex battery of enzymes. Consequently they are in a dynamic state and provide fascinating subjects for enzymologists and microbiologists, as well as physical chemists. Researchers on cheese have created a very substantial literature, including several texts dealing mainly with the technological aspects of cheese production. Although certain chemical, physical and microbiological aspects of cheese have been reviewed extensively, this is probably the first attempt to review comprehensively the scientific aspects of cheese manufacture and ripening. The topics applicable to most cheese varieties, i.e. rennets, starters, primary and secondary phases of rennet coagulation, gel formation, gel syneresis, salting, proteolysis, theology and nutrition, are reviewed in Volume 1. Volume 2 is devoted to the more specific aspects of the nine major cheese families: Cheddar, Dutch, Swiss, Iberian, Italian, Balkan, Middle Eastern, Mould-ripened and Smear-ripened. A chapter is devoted to non-European cheeses, many of which are ill-defined; it is hoped that the review will stimulate scientific interest in these minor, but locally important, varieties. The final chapter is devoted to processed cheeses. It is hoped that the book will provide an up-to-date reference on the scientific aspects of this fascinating group of ancient, yet ultramodern, foods; each chapter is extensively referenced. It will be clear that a considerably body of scientific knowledge on the manufacture and ripening of cheese is currently available but it will be apparent also that many major gaps exist in our knowledge; it is hoped that this book will serve to stimulate scientists to fill these gaps. I wish to thank sincerely the other 26 authors who contributed to the text and whose co-operation made my task as editor a pleasure. RE Fox
Preface to the Second Edition
The first edition of this book was very well received by the various groups (lecturers, students, researchers and industrialists) interested in the scientific and technological aspects of cheese. The initial printing was sold out faster than anticipated and created an opportunity to revise and extend the book. The second edition retains all 21 subjects from the first edition, generally revised by the same authors and in some cases expanded considerably. In addition, 10 new chapters have been added: Cheese: Methods of chemical analysis; Biochemistry of cheese ripening; Water activity and the composition of cheese; Growth and survival of pathogenic and other undesirable microorganisms in cheese; Membrane processes in cheese technology, in Volume 1 and North-European varieties; Cheeses of the former USSR; Mozzarella and Pizza cheese; Acid-coagulated cheeses and Cheeses from sheep's and goats' milk in Volume 2. These new chapters were included mainly to fill perceived deficiencies in the first edition. The book provides an in-depth coverage of the principal scientific and technological aspects of cheese. While it is intended primarily for lecturers, senior students and researchers, production management and quality control personnel should find it to be a very valuable reference book. Although cheese production has become increasingly scientific in recent years, the quality of the final product is still not totally predictable. It is not claimed that this book will provide all the answers for the cheese scientist/technologist but it does provide the most comprehensive compendium of scientific knowledge on cheese available. Each of the 31 chapters is extensively referenced to facilitate further exploration of the extensive literature on cheese. It will be apparent that while cheese manufacture is now firmly based on sound scientific principles, many questions remain unanswered. It is hoped that this book will serve to stimulate further scientific study on the chemical, physical and biological aspects of cheese. I wish to thank sincerely all the authors who contributed to the two volumes of this book and whose cooperation made my task as editor a pleasure.
RE Fox
Preface to the Third Edition
Very considerable progress has been made on the scientific aspects of cheese since the second edition of this book was published in 1993. This is especially true for the Microbiology of Cheese and the Biochemistry of Cheese Ripening; consequently those sections have been expanded very considerably. The general structure of the book is similar to that of the earlier editions, with the more general aspects being treated in Volume 1 and the more applied, variety-related aspects in Volume 2. The book contains 36 chapters. Reflecting the very extensive research on cheese starters in recent years, four chapters have been devoted to this topic in the third edition. Another new feature is the inclusion of two chapters on cheese flavour; one on sensory aspects, the other on instrumental methods. In Volume 2 of the second edition, cheese varieties were treated mainly on a geographical basis. While some elements of the geographical distribution remain, cheese varieties are now treated mainly based on the characteristic features of their ripening. Obviously, it is not possible to treat all 1000 or so cheese varieties, but the 10 variety-related chapters in Volume 2 cover at least 90% of world cheese production and it is very likely that your favourite cheese is included in one of those 10 chapters. Cheese is the quintessential convenience food and is widely used as an ingredient in other foods and in the USA approximately 70% of all cheese is used as a food ingredient. The use of cheese as a food ingredient is a major growth area; consequently, a ch~ipter has been devoted to the important features of cheese as an ingredient, including a section on Enzyme-modified Cheese. Each chapter is extensively referenced to facilitate further exploration of the extensive literature on cheese. While the book is intended for primarily lecturers, senior students and researchers, production management and quality control personnel should find it to be a very useful reference book. We wish to thank sincerely all authors who contributed to the two volumes of this book and whose co-operation made our task as editors a pleasure. Special thanks are due to Ms Anne Cahalane for very valuable assistance. P.E Fox P.L.H. McSweeney T.M. Cogan T.P. Guinee
Diversity of Cheese Varieties: An Overview P.L.H. McSweeney, Department of Food and Nutritional Sciences, University College, Cork, Ireland G. Ottogalli, Dipartimento di Scienze e Tecnologie Alimentari e Microbiologiche, Sezione di Microbiologia Agraria, Alimentare, Ecologica, Milano, Italy P.F. Fox, Department of Food and Nutritional Sciences, University College, Cork, Ireland
A great diversity of cheeses are produced from the same raw materials (usually bovine, ovine, caprine or buffalo milks, lactic acid bacteria (LAB), coagulant and NaC1); indeed it has been said that 'there is a cheese for every taste preference and a taste preference for every cheese' (Olson, 1990). Although cheesemaking is an ancient art (see 'Cheese: An Overview', Volume 1), modern cheese production relies on the application of much science and technology, including the use of industrial enzymes, complex fermentations, sophisticated engineering and a dynamic biochemistry during ripening. Indeed, if cheese was developed today, it would be hailed as a triumph of biotechnology! Cheese production has a long history (see 'Cheese: An Overview', Volume 1) which is reflected in the wide range of technologies used for their manufacture. The idea of protecting and preserving the traditional diversity of foods, including cheese, commenced at the Paris Convention of 1883 where the term Appellation d'Origine ContrOlee (AOC) was introduced to recognize the specific heritage of food products from particular regions, while guaranteeing product authenticity (Bertozzi and Panari, 1993). This concept became widespread in Europe and was replaced by the EU scheme, Protected Designations of Origin (PDO), which applies to foodstuffs which are produced, processed and prepared in a given geographical area using recognized technology. Foods with the designation 'Protected Geographical Indication' (PGI) have a geographical link with a particular region during at least one stage of production, processing or preparation while 'Foods with Tradition Speciality Guaranteed' (TSG) status have a traditional character, either in their composition or means of production. A number of cheeses have PDO status (e.g., Roquefort, Stilton, Manchego, Grana, Padano, Parmigiano Reggiano, Gruyere de Comt6). Unlike commercial trademarks, PDO denomination reflects a collective heritage and
may be used by all producers of a particular variety in a defined geographical area. PDO cheeses are protected by the European Union under various international agreements (Bertozzi and Panari, 1993). A list of cheeses with PDO status is shown in Table 1. Other varieties may be produced outside the country or region of origin, e.g., Cheddar, Emmental, Gouda, Gruyere and Camembert, but the name of the producing country is often included. The FAO/WHO has published standards for several major cheese varieties in various editions of Code of Quality Standards for Cheese forming part of the Joint FAO/WHO Codex Alimentarius (see www.codexalimentarius.net). The concept of a Codex Alimentarius evolved from a meeting of European Governments at the Italian city of Stresa in 1951 but the idea for such a Codex Alimentarius dates from the end of the nineteenth century; in the Austro-Hungarian Empire between 1897 and 1911, a collection of standards and product descriptions for a wide variety of foods was developed as the Codex Alimentarius Austriacus.
A considerable international trade exists in the principal varieties of cheese, many of which are produced in several countries but which may not be identical. To assist international trade, to provide nutritional information and perhaps for other reasons, e.g., research, a number of attempts have been made to develop classification schemes for cheeses. There is no definitive list of cheese varieties. Sandine and Elliker (1970) suggest that there are more than 1000 varieties. Jim Path (University of Wisconsin) has compiled a list of 1400 varieties of cheese (available at ww.cdr.wisc.edu). Walter and Hargrove (1972) described more than 400 varieties and listed the names of a further 400 varieties, while Burkhalter (1981) classified 510 varieties (although some are listed more than once).
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
2
Diversity of Cheese Varieties: An Overview
Cheeses with protected designations of origin (PDO) or protected geographical indication (PGI)
Country
Variety
PDO
Belgium
Fromage de herve
X
Denmark
Danablu Esrom
Germany
AIIg&uerBergk&se AIIg&uer Emmentaler Altenburger Ziegenk&se Odenw&lder Fr0hst(~cksk&se
X X X X
Anevato
X X
Greece
Batzos Feta Formaella Arachovas Parnassou Galotyri Graviera Agrafon Graviera Kritis Kalathakai Limnou Kasseri Katiki Domokou Kefalograviera Kopanisti Ladotyri Mytilinis Manouri Metsovone Pichtogalo Chanion San Michali Sfela Xynomyzithra Kritis
Spain
France
Cabrales Idiaz~bal Mah6n Pic6n Bejes-Tresviso Queso de Cantabria Queso de I'AIt Urgell y la Cerdanya Queso de La Serena Pic6n Bejes-Tresviso Queso de Murcia Queso de Murcia al vino Queso Majorero Queso Manchego Queso Palmero o Queso de la Palma Queso Tetilla Queso Zamorano Quesucos de Li~bana Roncal Abondance Beaufort Bleu d'Auvergne Bleu des Causses Bleu du Haut-jura,de Gex, de Septmoncel Bleu du Vercors Brie de Meaux Brie de Melun Brocciu Corse ou brocciu Cantal ou Forme de Cantal ou Cantalet Camembert de Normandie Chabichou du Poitou
PGI
Country
Variety
PDO
France
Chaource Comt~ Crottin de Chavignol ou Chavignol Emmental de Savoie Emmental fran~ais est-central Epoisses de Bourgogne Fourme d'Ambert ou fourme de montbrison Laguiole Langres Livarot Maroilles ou Marolles Mont d'or ou vacherin du Haut-Doubs Morbier Munster ou Munster-G~rom~ Neufch&tel Ossau-lraty P~lardon Picodon de I'Ardbche ou Picodon de la Dr6me Pont-I'Ev~que Pouligny-Saint-Pierre Reblochon ou reblochon de Savoie Rocamadour Roquefort Saint-Nectaire Sainte-Maure de Touraine Salers Selles-sur-Cher Tomme de Savoie Tomme des Pyrenees
X X X
Ireland
Imokilly Regato
X
Italy
Asiago Bitto Bra Caciocavallo Silano Canestrato Pugliese Casciotta d'Urbino Castelmagno Fiore Sardo Fontina Formai de Mut Dell'alta Valle Brembana Gorgonzola Grana Padano Montasio Monte Veronese Mozzarella di Bufala Campana Murazzano Parmigiano Reggiano Pecorino Romano Pecorino Sardo Pecorino Siciliano Pecorino Toscano Prouolone Valpadana Quartirolo Lombardo Ragusano
X X X X X X X X X X
X X X X
X X X X X
X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X
PGI
X X X X X X X X X X X X X X X
X X X X X X X X X X X
X X X X X X X X X X X X X X
Diversity of Cheese Varieties: An Overview
3
continued
Country
Variety
Italy
Raschera Robiola di Roccaverano Taleggio Toma Piemontese Valle d'Aosta Fromadzo Valtellina Casera
The Netherlands Boeren-Leidse met sleutels Kanterkaas,Kanternagelkaas, Kanterkimijnekaas Noord-Hollandse Edammer Noord-Hollandse Gouda Austria
Portugal
PDO
PGI
X X X X X X X X
X X X X
Queijo de Azeit&o Queijo de Cabra Transmontano Queijo de I~vora Queijo de Nisa Queijo do Pico
X X X X X
Variety
Portugal
Queijo Mestis de Tolosa Queijo Rabas Queijo S~.o Jorge Queijo Serpa Queijo Serra da Estrela Queijo Terrincho Queijos da Beira Baixa
Sweden
Svecia
United Kingdom
Beacon Fell Traditional Lancashire cheese Bonchester cheese Buxton Blue Dorset Blue cheese Dovedale cheese Exmoor Blue cheese Single Gloucester Swaledale cheese, Swaledale ewe's cheese Teviotdale cheese West Country Farmhouse Cheddar cheese White Stilton cheese, Blue Stilton cheese
X X
Gailtaler AlmkAse Tiroler Almk~ise/Tiroler Grauk&se Tiroler Bergk&se Tiroler Grauk&se Vorarlberger AlpkAse Vorarlberger Bergk&se
Country
X X
PDO
PGI
X X X X X X
X X X X X X
X X
Source: http://europa.eu.int/comm/agriculture/qual/en/pgi_01 en.html
However, many of these varieties are very similar and should be regarded as variants rather than varieties. Walter and Hargrove (1972) suggested that there are probably only about 18 distinct types of natural cheese, no two of which are made by the same method, i.e., they differ with respect to: setting the milk, cutting the coagulum, stirring, heating, draining, pressing and salting of the curds or ripening of the cheese. They listed the following varieties as typical examples of the 18 types: Brick, Camembert, Cheddar, Cottage, Cream, Edam, Gouda, Hand, Limburger, Neufchatel, Parmesan, Provolone, Romano, Roquefort, Sapsago, Swiss, Trappist and whey cheeses. The authors acknowledged the imperfection and incompleteness of such a classification scheme and indeed a cursory glance at the list of the examples highlights this, e.g., listing Edam and Gouda as clearly distinct families appears highly questionable while exclusion of Feta and Domiati and all heat-acid coagulated cheeses appears to be major omissions. Attempts to classify cheese varieties exploit a number of characteristics of the cheese: 9 texture, which is dependent mainly on moisture content; 9 method of coagulation as the primary criterion, coupled with other criteria; 9 ripening indices.
Classification schemes based on texture
The difficulties in classifying cheese varieties were discussed by Schulz (1952) who reviewed earlier attempts to do so. Schulz (1952) was critical of these earlier schemes because they relied excessively on knowledge of the manufacturing process. He proposed a modified scheme consisting primarily of five groups based essentially on moisture content (moisture in fat-free cheese, MFFC): dried (<40% MFFC), grated (40-49.9% MFFC), hard (50-59.9% MFFC), soft (60-69.9% MFFC) and fresh (70-82% MFFC). The fresh, soft, hard and grated groups were each sub-divided into two sub-groups (i.e., eight sub-groups) based on whether or not the cheeses were cooked and/or pressed. An interesting development was the sub-division of each of the eight sub-groups into six sub-sets (a-g) on the basis of the concentration of calcium in the fat-free, NaCl-free solids, which reflects the rate and extent of acidification: >2.5%, 2.1-2.5%, 1.6-2.0%, 1.1-1.5%, 0.6-1.0% and <0.6%. Davis (1965) discussed the problems encountered in attempting to classify cheese and suggested a number of possible schemes. One scheme (Table 2) was based on the rheological properties, or, more precisely, on the moisture content of the cheese. In fact, most schemes include a similar criterion. In a second scheme (Davis, 1965), cheeses were classified primarily into hard,
4
Diversity of Cheese Varieties: An Overview
Suggested classification of cheeses based on rheological propertiesa
Type
Moisture, %b
pV
pM
pS
Very hard Hard Semi-hard Soft
<25 25-36 36-40 >40
>9 8-9 7.4-8 <7.4
>6.3 5.8-6.3 <5.8 <5.8
>2.3 2-2.3 1.8-2 > 1.8
pV, viscosity factor, logarithmic scale; pM, elasticity factor, logarithmic scale; pS springiness factor, logarithmic scale. a From Davis (1965). b Suggested moisture levels appear to be very low.
semi-hard and soft (Table 3); varieties were listed within each category according to type of milk, method of coagulation, cutting of the coagulum, scalding of the curds, drainage of whey and method of salting and moulding. Walter and Hargrove (1972) classified cheese into eight families (Table 4). However, this scheme has a number of inconsistencies, e.g., traditionally, Brick and M~inster cheeses are smear-ripened varieties but are listed in category 3.1 and are thus separated from the other smear cheeses in category 3.2. Likewise, although Mysost and Primost are unripened (category 4.2), they are quite hard. The species from which the milk is obtained was not included. Burkhaher (1981) classified 510 varieties based essentially on three criteria (Table 5): species of dairy animal (cow, sheep, goat, buffalo), moisture content and characteristic ripening agent. Scott (1986) also classified cheeses primarily on the basis of moisture content, i.e., hard, semi-hard and soft, and sub-divided these groups on the basis of cooking (scalding) temperature and/or secondary microflora (Table 6). The mechanism of coagulation was not considered by Scott (1986) and rennet-, acid- or acid/heatcoagulated cheeses are included in some groups. An alternative classification scheme suggested by Prof P. Walstra is shown in Table VIII in Fox (1993). Innovations were the use of the water:protein ratio rather than moisture content as the primary criterion for classification and replacement of cooking temperature by starter type, i.e., mesophilic, thermophilic. Classification schemes based on method of coagulation
The fundamental event in cheese manufacture is the conversion of liquid milk to a visco-elastic gel (coagulum). In fact one of the three coagulating agents may be used: rennet, acid and acid/heat, which suggests a clear primary criterion for classification. Rather surprisingly, the mechanism of coagulation was not used as a
classification criterion until Fox (1993) suggested the classification of cheeses into super-families based on the coagulating agent: 9 Rennet cheeses: most major international varieties. 9 Acid cheeses: e.g., Cottage, Quarg, Queso Blanco, Cream cheese. 9 Heat/acid: e.g., Ricotta, Manouri, Sapsago, Ziger, Schottenziger, some forms of Queso Blanco. Rennet-coagulated cheeses represent ---75% of total cheese production and almost all ripened cheeses. Acid-curd cheeses ('Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1; 'Acid- and Acid/Rennet-Curd Cheeses', Volume 2) represent ---25% of total cheese production and are generally consumed fresh. Coagulation by a combination of heat and acid is used for a limited number of varieties, including Ricotta and Manouri. Traditionally, they were by-products produced from the whey obtained from rennet-coagulated cheeses although today they are also produced from mixtures of milk and whey or even milk alone (see 'Acid- and Acid/Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese, Part C Acid-heat Coagulated Cheeses', Volume 2). A minor group of cheeses are produced in Norway by the concentration of whey and crystallization of lactose, e.g., Mysost. Fox (1993) suggested that the classification schemes of Davis (1965), Walter and Hargrove (1972) and Burkhaher (1981) can be applied to rennet-coagulated cheeses, which form the most complex family, but are not really applicable to the other two super-families since most are high-moisture, soft cheeses and most, normally, are not ripened. The classification scheme of Fox (1993) was expanded and modified by Fox et al. (2000). Rennetcoagulated varieties were subdivided into relatively homogeneous groups based on the characteristic ripening agent(s) or manufacturing technology. The most diverse family of rennet-coagulated cheeses are the internal bacterially ripened varieties which include most hard and semi-hard cheeses. The term 'internal bacterially ripened' is somewhat misleading since indigenous milk enzymes and residual coagulant also play important roles in the ripening of these cheese varieties. This group may be subdivided based on moisture content (extra-hard, hard or semi-hard), the presence of eyes or a characteristic technology (e.g., cooking/stretching of pasta-filata varieties or ripening under brine). Many varieties in large-scale industrial production are included in this group. Grana-type cheeses (extra-hard), which are often used in grated form, are characterized by a high cooking temperature during their manufacture ('Extra-Hard Varieties',
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6
Diversity of Cheese Varieties: An Overview
Classification scheme for cheeses according to Walter and Hargrove (1972)
1.
Very hard (grating) 1.1 Ripened by bacteria: Asiago (old), Parmesan, Romano, Sapsago, Spalen
2.
Hard
2.1 2.2 3.
Ripened by bacteria, without eyes: Cheddar, Granular, Caciocavallo Ripened by bacteria, with eyes: Emmental, Gruyere
Semi-soft
3.1 3.2
Ripened principally by bacteria: Brick, MC~nster Ripened by bacteria and surface micro-organisms: Limburger, Port du Salut, Trappist 3.3 Ripenedprincipally by blue mould in the interior: Roquefort, Gorgonzola, Danablu, Stilton, Blue Wensleydale
4.
Soft
4.1 Ripened:Bel Paese, Brie, Camembert, Hand, Neufchatel 4.2 Unripened: Cottage, Pot, Baker's, Cream, Ricotta, Mysost, Primost
Volume 2). Cheddar and British territorial varieties (for which the curds are often textured and dry-salted) are classified as hard or semi-hard internal bacterially ripened cheeses ('Cheddar Cheese and Related Drysalted Cheese Varieties', Volume 2). Internal bacterially ripened cheeses with eyes are further sub-divided on the basis of moisture content into hard varieties (e.g., Emmental; 'Cheese with Propionic Acid Fermentation', Volume 2) in which the eyes are formed by CO2 produced on fermentation of lactate by Propionibacterium freudenreichii subsp, shermanii or semi-hard (e.g.,
Edam and Gouda; 'Gouda and Related Cheeses', Volume 2) in which a few small eyes develop due to the formation of CO2 by fermentation of citrate by the LAB. Pastafilata cheeses (e.g., Mozzarella; see 'Pasta-Filata Cheeses', Volume 2) are characterized by stretching in hot water which texturizes the curd. White-brined cheeses, including Feta and Domiati ('Cheese Varieties Ripened in Brine', Volume 2), are ripened under brine and have a high salt content and, consequently, they are grouped together as a separate category within the group of internal bacterially ripened cheeses. Soft cheese varieties are usually not included in the group of internal bacterially ripened cheeses because they have a characteristic secondary microflora which has a major effect on the characteristics of these cheeses. Mould-ripened cheeses are subdivided into surface mould-ripened varieties (e.g., Camembert or Brie; 'Surface Mould-ripened Cheeses', Volume 2) in which ripening is characterized by the growth of Penicillium camemberti on the surface, and internal mould-ripened cheeses ('Blue Cheese', Volume 2) in which P. roqueforti grows throughout the cheese. Smear-ripened cheeses ('Bacterial Surface-ripened Cheeses', Volume 2) are characterized by the development of a complex microflora consisting of yeasts and, later, bacteria (particularly coryneforms) on the cheese surface during ripening. The classification scheme of Fox et al. (2000) is not without inconsistencies. For example, cheeses made from the milk of different species are grouped together (e.g., Roquefort and Gorgonzola are both Blue cheeses
Classification of cheese according to source of milk, moisture content, texture and ripening agents* 1.
Cow's milk
1.1
Hard (<42% H20)
1.1.1 Grating cheese (extra-hard) 1.1.2 Large round openings 1.1.3 Medium round openings 1.1.4 Small round openings 1.1.5 Irregular openings 1.1.6 No openings 2.
Sheep's milk Hard; semi-hard; soft; blue-veined; fresh
3.
Goat's milk
4.
Buffalo's milk
1.2
Semi-hard/ semi-soft (43-55% H20) 1.2.1 Small round openings 1.2.2 Irregular openings 1.2.3 No openings 1.2.4 Blue veined
1.3
Soft (>55% H20)
1.4 Fresh, rennet
1.3.1 Blue veined 1.3.2 White surface mould 1.3.3 Bacterial surface smear 1.3.4 No rind
* Modified from (Burkhalter, 1981); unless otherwise stated, the cheeses are internal bacterially ripened.
1.5 Fresh, acid
1.6 Fresh
Diversity of Cheese Varieties: An Overview
7
Classification of cheese according to moisture content, cooking temperature and secondary microflora a Hard cheese (moisture content 20-42%) Low-scald Ns
Medium-scald Ns
High-scald Ns or Pr
Plastic curds Ns or Pr
Edam (NL) Gouda (NL) Cantal (F) Fontina (I) Cheshire (UK)
Cheddar (UK) Glouchester (UK) Derby (UK) Leicester (UK) Svecia (S) Dunlop (UK) Turunmaa (SF)
Grana (Parmesan; I) Emmental (CH) Gruyere (CH) Beaufort (F) Herrgardsost (S) Asiago (I) Sbrinz (CH)
Scamorza (!) Provolone (I) Caciocavallo (I) Mozzarella (I) Kaaseri (Gr) Kashkaval (YU) Perenica (Cz)
Semi-hard cheese (moisture content 44-55%; low-scald) Ns
Bs
Bv
St Paulin (F) Caerphilly (UK) Lancashire (UK) Trappist (Bill) Providence (F)
Herve (B) Limburg (B) Romadur (G) MOnster (F) Tilsit (G) Vacherin-Mont d'Or (S) Remoudou (B) Srainbuskerkase (G) Brick (USA)
Stilton (UK) Roquefort (F) Gorgonzola (i) Danablu (D) Mycella (D) Wensleydale (UK) Blue Vinny (UK) Gammelost (N) Adelost (S) Tiroler-GraukAse (D) EdelpitzkAse (A) Aura (ice) Cabrales (E)
Soft cheeses (moisture content >55%; very low or no scald) Bs or Sm
Bel Paese (I) Maroilles (F)
Sm
Ns
Un, Ac
Brie (F) Camembert (F) Carre d'est (F) Neufchatel (F) Chaource (F)
Colwich (UK) Lactic (UK) Bondon (F)
Coulommier (F) York (UK) Cambridge (UK) Cottage (UK) Quarg Petit Suisse (F) Cream (UK)
Pr, propionic acid bacteria; Ns, normal lactic acid starter of milk flora; Bs, smear coat (Brevibacterium linens and other organisms) Sm, surface mould (R camemberti); Bv, blue-veined internal mould (R roqueforti); Ac, acid-coagulated; Un, normally unripened, fresh cheese. a Modified from Scott (1986).
but the former is made from sheep's milk and the latter from cows' milk). Of course, the scheme can be readily modified by subdividing relevant categories to indicate the type of milk used. The subdivision between hard and semi-hard cheeses is somewhat arbitrary and overlaps. Most varieties lose moisture during ripening by evaporation from the surface, i.e., develop a rind. Several varieties, e.g., Pecorino Romano and Montasio, are consumed after various lengths of ripening and hence may be classified as semi-hard, hard or extra hard, depending on age of cheese at consumption. There is also some cross-over between categories. Gruyere is classified as an internal bacterially ripened
variety with eyes but it is also characterized by the growth of a surface microflora, while some cheeses classified as surface-ripened (e.g., Havarti and Port du Salut) are often produced without a surface microflora and thus are, in effect, soft, internal bacterially ripened varieties. Fox et al. (2000) considered pasta-filata and high-salt varieties as separate families because of their unique technologies (stretching and ripening under brine, respectively) but they are actually ripened by the same agents as other internal bacterially ripened cheeses. However, the scheme of Fox et al. (2000) is a useful basis for classification; the arrangement of topics within this volume largely follows this scheme.
8
D i v e r s i t y of C h e e s e Varieties: A n O v e r v i e w
Major omissions from the scheme of Fox et al. (2000) are processed cheeses, cheese-based products (cheese powders, enzyme-modified cheese), cheese analogues and cheese substitutes. Processed cheese products represent ---14% of world cheese production and thus surpass the production of most natural varieties except Cheddar, Gouda, Mozzarella and Camembert. None of the classification schemes referred to above includes processed cheeses - it would seem reasonable to include them as a separate category. From the discussion in 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2, it will be apparent that this is a very diverse group of products with respect to raw material, process technology and composition. One could also argue that each class of the other cheese-based products, which are described in 'Cheese as an Ingredient', Volume 2, warrants inclusion and of course this can be accommodated readily. It must be remembered that the dried and enzyme-modified cheeses are very heterogeneous groups. Although cheese analogues may not be considered to be authentic cheese products, there seems to be no
valid reason for their exclusion. They are usually based on dry rennet casein into which lipids and water are emulsified or absorbed, respectively. Their production involves many of the operations used for other types of cheese, e.g., rennet coagulation, cooking, syneresis (as for natural rennet-coagulated cheeses), heating and emulsification, packaging (as for processed cheese). Since they are not ripened, it seems reasonable to classify cheese analogues as 'processed unripened cheese'. The principal among such cheeses at present is analogue pizza cheese. A modified version of the classification scheme of Fox et al. (2000) is shown in Fig. 1, incorporating processed cheese, cheese-derived products and cheese analogues. Probably the most comprehensive classification scheme for cheese developed to date is that of Ottogalli (1998, 2000a,b, 2001) which organizes cheeses into three main groups (indicated by the Latin words: 'Lacticinia' (milk-like), 'Formatica' (shaped), 'Miscellanea' (miscellaneous; Table 7). The Lacticinia group includes products which are produced from milk, cream, whey or
Cheese Analogues
tt
"l
Enzyme-ModifiedCheese
~
~.
Acid-Coagulated
Ricotta
I
Cottage, Cream, Quarg
i
Dried Cheeses
Heat/Acid Coagulation
Cheese
Processed Cheese
Rennet-Coagulated
9
Concentration/CrystallizatiOnMysost
Most varieties of cheese may be processed
Natural Cheese
I Surface-ripened
Mould-ripened
Internal bacterially ripened
Havarti Limburger MOnster Port du Salut Trappist Taleggio Tilsit
I Surface mould
(usually P. camemberti ) Brie Camembert
Internal mould (P. roqueforti) Roquefort Danablu Stilton
Cheeses with eyes Hard Grana Padano Parmesan Asiago Sbrinz
Cheddar Cheshire Graviera Ras
Caerphilly Mahon Monterey Jack
Swiss-type (Lactate metabolism by Propionibacterium spp.) Emmental Gruyere Maasdam
High-salt varieties Domiati Feta
Dutch-type (Eyes caused by citrate metabolism)
Pasta-filata varieties Mozzarella Kashkaval Provolone
Edam Gouda
The diversity of cheese. Cheese varieties are classified into super-families based on the method of coagulation and further sub-divided based on the principal ripening agents and/or characteristic technology (modified from Fox et al., 2000).
Diversity of Cheese Varieties: An Overview
9
Classification of cheeses according to Ottogalli (1998, 2000a,b, 2001)
~5
Farn~
Class
Description
Examples
Yoghurt-like product, but with loss of some whey
Lebneh (Middle East); Fromage Blanc (Switzerland, France); Sauer-milchk&se, Quarg (Germany) Queso Blanco (Latin America); Cottage (UK, USA); Quarg (Germany); Tvorog (Poland) Whey cheese (UK); Ricotta (Italy); Manouri (Former Yugoslavia); Brunost, Getost (Norway) Whey cheese (UK); Ricotta (Italy); Ziger (Germany); Mysost (Norway) Mascarpone (Italy) Skyr (Iceland); Karish (Egypt); Buttermilk Quark (Germany); Aoules (Algeria); Kolostrumkase (Germany); Sa Casada (Italy), Armada (Spain)
Milk coagulated by addition of organic acid
c O. .m
Acid addition and heating of whey (goat or ewe) Acid addition and heating of whey (cow) Acid addition and heating of cream Acid addition and heating of buttermilk
o rL. LL
Acid addition and heating of colostrum or beestings Acid-rennet coagulation I
Rennet-acid coagulation c .m
c O.
I
I
~ c o II
Goat or sheep
~~Fresh-kneaded or plastic or stretched cheeses
r -g .~ gg O.
Coagulum cut into cubes and/or flakes cooked, drained, washed and water cooled Rindless, very short ripening phase Thin rind, short ripening (<1 month)
O c or) -~_ I
t-
(~
O
~r'-
c ~ II
m
Same as C1 or C2 but from goats' or ewe's milk
~ c Kneaded curds
oN "o c
gl i.. 0 .C or)
~ iI ::::3 ,,-0 .~,0 4-, X 9
-~
White-brined
Petit Suisse, Pates fraiches (France); Frischkase Quargel (Germany); Cream cheese (USA) Gervais T M (France); Jonchee, Caillebotte (France); Primo sale (Italy). Caprino (Italy); Goat cheese (UK); Cadiz, Soria, Villeria (Spain); Bruscion (Switzerland) Mozzarella di bufala, Fiordilatte (Italy); Oaxaca (Mexico); Pizza cheese (America) Cottage (UK, USA); Huttenkase (Germany); Farkost (Sweden) Crescenza (Italy); Butterkase (Austria); Cremoso (Argentina) Caciotta, Italico, Bel Paese T M (Italy); St. Paulin, Port Salut T M (France); Tetilla (Spain); Passendale (Belgium); Caerphilly (UK); Richelieu (Canada) Burgos, Azeitao, Puzol, Villalon (Spain); Capricorn goat (UK); Robiola di Roccaverano (Italy) Scamorza (Italy); Cascaval (Romania); Ostiepok (Czech Republic) Feta (Greece); Telemes (Romania); Domiati (Egypt); Brinza (Israel); Peynaz peynir (Turkey); Surati panir (India); Halloumi (Cyprus); Lightvan (Iran) continued
10
Diversity of Cheese Varieties: An Overview
continued
(5
Class
Family
Description
Examples
White-moulded rind
Camembert, Caprice de Dieux, Brie, Coulommiers, Chource, Carre de I'Est (France); Bouchester (UK); Tomme de Vadois (Switzerland); Casanova (Denmark); Scimudin (Italy) Romadour (Belgium); Brick, Liederkranz (USA); Havarti, Esrom (Denmark); Epoisses, Langres, Livarot, Maroilles, MOnster (France); Kernhem (The Netherlands); Ridder (Norway); Vacherin Mont d'Or (Switzerland); Limburger (Germany) Crottin, Chabichou, Bouche de Chevre, Pouligny, Saint Maure, Rocamadour (France); Altenburger (Germany); Capricorn goat (UK) Taleggio, Quartirolo, Robiola (Italy); Chaumes, Pont I'Eveque, Reblochon (France)
0 I c~ 0
II
Smear surface ~ Eu~
~=~_ "~-5 ~-
0
II ._I
E--
0.,~_ "~- 0
Same as D1 or D2 or D4 but goats' or ewes' milk
0
o~
Mould-ripened (white or blue) and smeary surface
I
u')
~
x: II
Cows' milk
L U ~ -o "r-
r"
m
~
White moulded rind
( D o 0 > ~'~ "~- L_"
Ewes' or goats'
~o~ N
9"~
m ~
~, ..=
~9 E I-r I
E
Untextured, usually semi-cooked and pressed
C 0 (I) "O
~ c(D • II c- ~
Washed curd (eyes caused by citrate metabolism or by heterolactic bacteria) Same as F1 but from goats' or ewes' milk
u~ E - ~ ~ 0 ._0 C~ ~.C_
c
c
9
0
Kneaded curds ('pasta filata') Propionic cheeses. Big round eyes
Textured (and dry salted) curd c- ~ .& E II
(0--
Smeared rind
Buxton Blue, Stilton, Dovedale (UK); Gorgonzola (Italy); Danablu, Mycella (Denmark); Bergader (Germany); Gammelost (Norway); Adelost (Sweden); Bleu d'Auvergne, Bleu de Causses, Bleu de Gex, Bleu de Laqueille, Fourme d'Aubert (France); Cashel Blue (Ireland) Bleu de Bresse (France); Cambozola (Germany) Roquefort (France); Cabrales (Spain); Kopanisti (Greece); Castelmagno, Murianengo (Italy) Montasio, Raschera, Bettelmatt (Italy); Pinzgauer (Austria); Beaumont, Laguiole, Murol (France); Raclette (Switzerland); Trappisten (Germany) Edam, Gouda (The Netherlands); Fontal (Italy); Mimolette (France); Blarney (Ireland) Serra (PR); Orduna, Mahon (Spain); Ossau-lraty (France); Pecorini: Pecorino Toscano, Canestrato (Italy); Altemburger (Germany) Caciocavallo (Italy); Ostwepock, Kasseri (Greece); Oaxaca (Mexico) Maasdamer (The Netherlands); Fol Epi (France); Jarlsberg (Norway); Samsoe (Denmark); Pategras, Colonia (Argentina) Lancashire, Colby (UK). Leiden (The Netherlands), Monterey (USA) Fontina (Italy); Tilsit (Germany); Appenzeller (Swtzerland); Stinking Bishop (UK)
Diversity of Cheese Varieties: An Overview
11
continued
Class
Fam~ c 0 if)
~ c-
c 9
I
9
0
.=
9r-- II E ~- -b- o
~~ -8=8 =o.
Description
Examples
Untextured, usually cooked and pressed
Asiago d'Allevo, Grana (Italy); Reggianito (Latin America); Sbrinz (Switzerland) Edam, Gouda (The Netherlands) Pecorino Romano, Pecorino Sardo (Italy); Kefalotiri (Greece); Manchego, Idiazabal (Spain); Ras (Egypt) Provolone (Italy); Parenica (Russia); Kashkaval (Bulgaria); Kasar peyniri (Turchia) Emmental (Switzerland, France); Svembo, Danbo (Denmark); Kefalograviera (Greece) Cantal (France); Cheddar, Cheshire, Derby, Single Gloucester, Double Gloucester (UK); Monterey (USA) Gruyere (Switzerland, France); Puzzone di Moena (Italy); Tete de Moine (Switzerland)
Washed curd, long ripened Same as G1 but goats' or ewes' milk Kneaded curds ('pasta filata')
0
~_o ii
Cheeses with eyes
e-, -d_J .~ x
-r--
m
I
I-
o x o
(D O') O 0 c cO 0 .@.., O) 0 ::t: "~
~-~
~. .-=
Textured (and dry salted) curd ('Cheddaring') Smeared rind The microbial coat causes the development of strong aroma Melted Smoked Grated or fractionated Mixed with other ingredients (fruit, vegetables, spices)
Ripened or kept under particular conditions, i.e., 'Pickled cheeses'
"0O
E 0 0 e-
o
Obtained using special technologies (i.e., ultrafiltration, sterilization or finished cheese) Products similar to cheese and with non dairy ingredients
Processed cheese, Spread cheese, Sottilette TM Oak-smoked Cheddar (United Kingdom) 'Grating cheeses' Friesan Clove cheese (NL); Sage Derby (UK); Kummelkas~, K&se mit Champignons (Germany); Sapsago (Switzerland); Ciboulette (France) Devon Garland (United Kingdom); Bruss (Italy); Kopanisti (Greece); Tupi (Spain); Fromage fort (France) PhiladelphiaTM (USA); BelgioiosoTM (Italy)
'Imitation cheeses', Filled cheeses
1Index of maturation (IM) = soluble N • 100/total N. 2Index of lipolysis (IL) = free fatty acids • 100/total fat.
buttermilk by coagulation with acid (lactic or citric), with or without a heating step. However, a small amount of rennet is often used to increase the firmness of the coagulum (e.g., Quarg and Cottage cheese). The Lacticinia group contains one class (A) comprised of seven families. Family A1 includes yoghurt-like products from which some whey is removed. Family A2 contains somewhat similar products but from which a large volume of whey is removed and acid is added. Families A3 and A4 are whey cheeses produced by the combination of heat and acid (e.g., Ricotta) while cheeses in Families A5, A6 and A7 are similar to other products in the Lacticinia group except that they are made from cream, buttermilk or colostrum, respectively.
The second group, Formatica (Table 7), contains most cheese varieties, all of which are coagulated by rennet. This is a large heterogeneous collection of varieties which are divided into 6 Classes (B-G), based essentially on the moisture content and the extent of ripening, and 31 families. Classes B and C include fresh cheeses and varieties with a short ripening period, respectively. The cheeses in Class D are soft surface-ripened varieties with a surface growth of moulds or smear bacteria. Blue cheeses are grouped in Class E while Classes F and G contain semi-hard and hard/extra-hard varieties, respectively. The third group of cheeses, Miscellanea (Table 7), is a heterogeneous collection of varieties and includes
12
Diversity of Cheese Varieties" An Overview
processed, smoked, grated and pickled cheeses, cheeses containing non-dairy ingredients (fruit, vegetables, spices), cheese analogues and cheeses made using ultrafiltration technology. The scheme of Ottogalli (1998, 2000a,b, 2001) takes into consideration the technological, chemical, microbiological and organoleptic characteristics of different cheese varieties, with the objective of a better classification of cheeses and related fermented dairy products into distinct categories. Chemical indices, which were given particular importance in the development of this classification scheme, included index of maturation (IM = soluble N • 100/total N, which can range from 1-2 to 60-70% although data for many cheeses are not available), lipolytic index (LI = free fatty acids • 100/total fat, which can range from 1-2 to 15-20%, although data for many cheeses are lacking) and fat:protein ratio (high fat = 2-5, medium fat = 1.2-1.5, low fat = <0.8). The organoleptic and microbiological characteristics of the families of cheeses in Table 7 are summarized in Table 8. According to this classification, cheeses and related products can be presented as in Table 7 or as in Fig. 2. An advantage of the system of Ottogalli (1998, 2000a,b, 2001) is that it allows the comparison of
cheeses from all over the world and the classification of products with similar characteristics. A disadvantage stems from the detailed and sharp sub-division of cheeses which necessitates exact knowledge of their technology. In addition, some products may move from one category to another during ripening (e.g., varieties which are consumed as semi-hard cheeses early in ripening but later become extra-hard varieties), and some varieties which are in fact quite different (e.g., white-mould cheeses and smear-ripened cheeses) are in the same class (D), although in different families. In addition, Quarg and Queso Blanco are placed in different families whether they are made with (B2) or without (A1) rennet. Finally, cheeses made from ultrafiltration retentate are grouped together in Family H6 although they may in fact be quite similar to cheeses in other families made using traditional technology. Classification based on ripening indices
Davis (1965) suggested the possibility of classifying cheese according to the extent of chemical breakdown during ripening and expressed the view that it might be possible within a few years (from 1965) to classify cheese on the basis of chemical fingerprints; nearly 40
Organoleptic and microbiological characteristics of the families of cheese described in Table 7 (Ottogalli, 1998, 2000a,b, 2001). See Table 7 for descriptions of the classes and families of cheese Cheeses character
Soft
Rind
Body Semi-hard and hard
Rind
Microflora
Rindless Rind with white surface mould Rind with smeared surface Rind with mould and smeared surface
No openings Blue-veined Brushed and cleaned during ripening Absence of cleaning operations
Body
No openings
Small openings
Large openings
Penicillium camemberti Geotrichum candidum Red-orange bacteria Penicillium spp. (or other moulds) and red-orange bacteria Lactic acid bacteria Penicillium roqueforti Microflora usually irrelevant
Relevant microflora (mainly moulds) Relevant microflora (mainly bacteria) Homofermentative lactococci and lactobacilli Heterofermentative lactococci and lactobacilli Propionic acid bacteria
Family~class
A,B D1, D3 D2, D3 D4
B-G El, E2, E3 F1, F2, F3, F5, F6 G1, G2, G3, G5, G6 F4, G4 F7, G7 F1, F3, F4, F6 G1, G3, G4, G6 F2, G2
F5, G5
Diversity of Cheese Varieties: An Overview
13
Examples of cheese from the principal groups of Ottogalli (1998, 2000a,b, 2001); see Table 7 for further details. (See
Colour plate 1.)
years later it is still not possible to do so reliably although some progress has been made in this area. An obvious problem encountered when attempting to fingerprint cheeses chemically arises from the fact that ripening cheese is a dynamic system and therefore the age at which the cheeses are fingerprinted creates a major problem of definition. Within any particular variety there is considerable variability with respect to any particular characteristic for several reasons, including the type (specificity) of the rennet, the activity and specificity of several enzymes from the primary starter, secondary starter or adventitious bacteria, the differences in composition, including zonal differences due to salt diffusion and/or the evaporation of water. At present, there is insufficient information, even on the major varieties, to permit such a chemical fingerprinting. However, it seems worthwhile to speculate on some possible methods and criteria that might be useful for the classification of cheese. The most effective analytical methods are:
9 Urea-polyacrylamide gel electrophoresis (PAGE) for resolving and identifying the large, water (or pH 4.6)-insoluble peptides. Sodium dodecyl sulphate (SDS)-PAGE or capillary electrophoresis should also be effective but to date have been used much less widely than urea-PAGE. 9 Reverse-phase (RP)-HPLC for resolving and perhaps identifying small, water (pH 4.6)-soluble peptides. Interfacing RP-HPLC and mass spectrometry (MS) should greatly facilitate the identification of small peptides. However, LC/MS is rarely used, possibly owing to cost. 9 The free amino acid profile of cheese may be a useful criterion for classification. While there is a considerable amount of information on the concentration of amino acids in a number of cheeses (see Fox and Wallace, 1997), we are not aware of its use as a criterion for cheese classification. 9 Profile of volatile compounds as determined by GC or GC-MS; attempts to classify cheeses based on their volatile flavour compounds are discussed in more
14
Diversity of Cheese Varieties: An Overview
detail in 'Cheese Flavor: Instrumental Techniques', Volume 1. Since many cheese varieties contain the same volatile compounds and many of the same proteolytic products, albeit at different levels (i.e., different varieties do not possess unique compounds), multivariate statistical approaches to data handling seem the most-promising. Most cheese classification schemes are based on, or include, an item for texture (and thus on moisture and fat content). Texture is usually assessed subjectively or indirectly by determination of moisture content. Classification schemes based on rheological measurements would be precise and sensitive. Davis (1965) recommended such a scheme (Table 2). A number of chemical or physico-chemical studies have been performed to compare different cheese varieties (e.g., Smith and Nakai, 1990; Martin-Hernandez et al., 1992; Fox, 1993; McGoldrick and Fox, 1995; Dewettinck et al., 1997; Dirinck and De Winne, 1999; Dufour et al., 2001; Manca et al., 2001) or to distinguish between cheeses of the same variety differing in age or quality attributes (e.g., Fritsch etal., 1992; Rohm, 1992; O'Shea et al., 1996; Garcia-Palmer et al., 1997; Frau et al., 1998; Contarini et al., 2001; Peres et al., 2002).
The objectives of Volume 2 of this book are to discuss the chemistry, physics and microbiology of the manufacture and the ripening of the major groups of cheese. Discussion of different cheese varieties generally follows the modified classification scheme of Fox et al. (2000; Fig. 1). In addition chapters are included on general aspects of cheese technology, processed cheese products, cheeses made from sheep's and/or goats' milk and uses of cheese as a food ingredient, including a brief discussion of enzyme-modified cheese. The remainder of this chapter will serve as an introduction to this volume by providing brief outlines of the science and technology of major groups of cheese. Most of these groups were reviewed in chapters in the second edition of this book, usually by authors from the same institution. Some groups of cheeses reviewed in the second edition have been omitted, e.g., Iberian cheeses, Italian cheeses, North European varieties, varieties produced in the Balkans and former USSR and non-European cheeses. However, these changes are due more to rearrangements than to omissions; the principal varieties from the above regions are covered under other headings, hopefully in a more objective way.
Extra-hard varieties
Extra-hard cheeses ('Extra-Hard Varieties', Volume 2) include a number of varieties which are ripened for a long period (usually 6-24 months). They are characterized by a hard granular texture, an aromatic flavour which can range from delicate to strong, very suitable for grating and are usually used as condiments for other foods, like pasta, as a topping or as a seasoning. Granatype cheeses, which have a brittle, grainy texture when mature, are made from raw cows' milk which is partially skimmed; the starters used are thermophilic lactobacilli (often as a whey culture) and the curds are scalded in the vat at 50-55 ~ for 20-30 min. During the long ripening period (c. 2 years), the temperature must not exceed 20 ~ (to avoid fat liquefaction or 'sweating' and a propionic acid fermentation) and the rind is brushed and oiled frequently. The best known extra-hard cheeses are the Italian 'Grana' types (Grana Padano, Granone Lodigiano, Parmigiano Reggiano), Asiago, Bagozzo, Bra, Formai de Mut; in addition, the 'Pecorino' cheeses (Pecorino Romano, Pecorino Sardo, Pecorino Siciliano, Pecorino Toscano, Pecorino Pepato, Fiore Sardo), which are made from ewes' milk, are included in this group, as are the Swiss varieties, "fete de Moine, Sbrinz, Sapsago, the Spanish cheeses, Cebrero, Pedroches and Manchego, the Greek cheeses, Kefalotiri and Gravera and Reggianito from South America. It must be emphasized that many of these cheeses may be consumed as hard or semi-hard cheeses at an earlier stage of ripening. Cheddar and related varieties
Cheddar cheese originated in England and is one of the most important cheese varieties made worldwide (see 'Cheddar Cheese and Related Dry-salted Cheese Varieties', Volume 2). It is a hard cheese, usually made from pasteurized, standardized cows' milk which is coagulated using calf rennet or a rennet substitute. A mesophilic starter (usually defined strains of Lactococcus) is used to acidify the milk, and the coagulum is cut and cooked to 37-39~ The drained curds are 'cheddared', which traditionally involves forming beds of drained curds along the sides of the vat, cutting the beds into blocks and inverting and piling the blocks of matted curds at regular intervals. The cheddaring process allows time for acidity to develop in the curds (pH decreases from c. 6.1 to 5.4) and places the curds under gentle pressure, which assists in whey drainage. The curd granules fuse during cheddaring and the texture of the curd mass becomes rubbery and pliable. When the pH has reached c. 5.4, the blocks of curd are milled into small chips and dry-salted. The salted curds are moulded and pressed overnight. Traditionally, Cheddar cheese was ripened in
Diversity of Cheese Varieties: An Overview
insulated rooms without temperature control. However, more recently, Cheddar is matured at 4-8 ~ (although a higher temperature, up to 14 ~ is used occasionally) for a period ranging from "-3 months to ->2 years, depending on the maturity desired. Although the traditional manufacturing procedure is still practised on a farmhouse level and in small factories, most Cheddar cheese is now manufactured in highly automated factories using multiple vats which provide a semi-continuous supply of cheese curd. Cheddaring is mechanized using a large tower in which the curds at the bottom are pressed gently by the weight of that above or using a belt system. Milling and salting are also mechanized. Pressing and moulding are done automatically using a 'block former' (a large tower in which the salted curds are compressed by their own weight and a close texture is ensured by applying a vacuum). Most Cheddar is now produced in block form, although traditional Cheddar cheeses were cylindrical, weighing 10-20 kg. Annatto or similar colorant may be added to the milk for Cheddar cheese; the resulting product is known as 'Red' Cheddar. The British Territorial varieties, Cheshire, Derby, Gloucester and Leicester, are dry-salted cheeses manufactured by a protocol similar to that for Cheddar cheese. Cheese with propionic acid fermentation
Cheeses with a propionic acid fermentation (see Volume 2) are characterized by the presence of many large (up to ---2 cm in diameter) round openings, called 'eyes', due to the metabolic activity of propionic acid bacteria which metabolize lactate, produced by LAB from lactose, to propionic acid, acetic acid, CO2 and H20; they also contribute to the development of the typical mild, nutty flavour of these varieties. For proper eye development, at least three conditions are necessary: 9 ripening of the cheese at 20-24 ~ for a period to permit the rapid growth of propionic acid bacteria and to soften the cheese for eye development; 9 a relatively low level of salt to which the propionic acid bacteria are very sensitive; 9 the physical properties of the curd, which must be sufficiently elastic and flexible to contain the gas and form the eyes. Emmental, which was first manufactured in the Emm valley in Switzerland, is traditionally made from raw milk acidified by thermophilic LAB but this cheese is now produced in Switzerland, France, Germany, USA, Finland and elsewhere. The curds are cooked at c. 54 ~ which denatures most of the rennet. Immediately after cooking, the curds are moulded and acidification
15
occurs mainly after whey drainage, leading to a high level of calcium in the cheese which, together with the low rennet activity caused by the high cooking temperature (which results in a low level of proteolysis), gives the cheese an elastic texture. Emmental cheese is ripened for at least 4 months, including "--3-6 weeks at c. 22 ~ for eye formation. Semi-hard cheeses with a propionic acid fermentation include Maasdamer, Leerdamer and Jarlsberg. Some other cheeses, e.g., Gruyere, may have eyes but they are not essential. Gouda and related varieties
Gouda cheese originated in The Netherlands but it, and similar varieties, is now produced worldwide from pasteurized cows' milk acidified by a mesophilic starter containing citrate-positive bacteria (see 'Gouda and Related Cheeses', Volume 2). The milk is coagulated using calf rennet or a rennet substitute and, after the coagulum has been cut, the curds and whey mixture is stirred for 20-30 min. Some (c. 30%) of the whey is then removed and replaced by hot water which has the effect of cooking the curds and removing some lactose (which helps to control the development of acidity after the curds are moulded). After cooking at 36-38 ~ and whey drainage, the curds are pressed under whey before being moulded, pressed and brine-salted. Traditionally, Gouda is coated with yellow wax and matured for 2-3 months at c. 15 ~ (although some are ripened much longer, e.g., up to 2 years). Gouda is an internal, bacterially ripened cheese, the ripening of which is also characterized by the catabolism of citrate to diacetyl, other volatile flavour compounds and CO2. The CO2 produced causes a few small eyes in the cheese. Edam is a Dutch variety similar to Gouda but is made from semi-skimmed milk (c. 2.5% fat). It has a characteristic spherical shape and, traditionally, is covered with red wax. Other Dutch-type varieties include Maribo and Danbo (Denmark), Colonia and Hollanda (Argentina), Norvegia (Norway) and Svecia (Sweden). Pasta-filata cheeses
Pasta-filata varieties (see Volume 2) are also known as 'kneaded' or 'plastic curd' cheeses, the curds for which are heated to c. 55-60 ~ kneaded and stretched. Pasta-filata cheeses are characterized by a unique texture which is malleable, smooth, fibrous and sliceable. These qualities arise mainly from the cooking/stretching step which is common to all these varieties, whether they are soft, semi-hard or hard. By far the most important pasta-filata cheese is Mozzarella which originated in southern Italy and was made originally from buffalo milk (Mozzarella di bufala).
16
Diversity of Cheese Varieties: An Overview
Mozzarella di bufala is still made on a small scale but most Mozzarella is made from pasteurized, partly skimmed cows' milk and is often referred to as Pizza cheese or, in the United States, low-moisture, partskimmed Mozzarella. The milk for this cheese is coagulated with calf rennet (or suitable substitute), acidified using Streptococcus thermophilus and a thermophilic Lactobacillus as starter; the coagulum is cut and the curds/whey mixture cooked to c. 41 ~ The whey is drained off and the curds are held to allow acidification (and may be cheddared). When the curd pH reaches 5.1-5.3, the curds are heated, kneaded and stretched in hot water or dilute brine (c. 78 ~ to a curd temperature of c. 58-60 ~ by hand, in the same fashion as a baker might knead dough, or mechanically, which is usually used in industry. Mozzarella cheese may be brine- or dry-salted and is usually consumed within a few weeks of manufacture; traditional Mozzarella is consumed as soon as possible after manufacture. Pasta-filata cheeses can be consumed fresh (often as a topping on pizzas) or ripened (semi-hard or hard) or smoked. Mozzarella is used mainly as a pizza topping for which its principal characteristics are its physicochemical functional properties, especially meltability and stretchability. The functionality of biologically acidified Mozzarella improves to a maximum after ripening for ---2 weeks at 6-8 ~ and then deteriorates due to excessive proteolysis. Chemically acidified Mozzarella is very functional immediately after manufacture. In addition to the use of Mozzarella cheese as a pizza topping, pasta-filata varieties include Mozzarella di Bufala (buffalo milk), Mozzarella di vacca (cows' milk; also called Fiordilatte, Scamorza or Provola), Caciocavallo, Cascaval, Kashkaval, Provolone, Kasseri and Kasar peyniri.
without cooking, into moulds to drain. When the curd is sufficiently cohesive, the moulds are removed and the cheese is cut into pieces and salted. The cheese pieces are then transferred to barrels or tin-plated cans, covered by a brine solution (c. 14% NaC1) and ripened at 14-16 ~ for c. 7 days until the pH has decreased to c. pH 4.5. The cheese-containing cans are then transferred to rooms at 3-4 ~ and stored for at least 2 months. Surface mould-ripened varieties
Surface mould-ripened varieties (e.g., Camembert and Brie) are soft cheeses characterized by the growth of Penicillium camemberti on the cheese surface. Mould spores may be added to the cheesemilk or sprayed onto the cheese after manufacture. Cheese milk is acidified using a mesophilic starter and coagulated using rennet extract. After the coagulum has formed, it is usually ladled directly, without cutting, into moulds, where drainage occurs. The cheeses are usually brine-salted and ripened at c. 12 ~ for 10-12 days for mould development. As discussed in 'Metabolism of Residual Lactose and of Lactate and Citrate', Volume 1 and 'Surface Mould-ripened Cheeses', Volume 2, the ripening of white-mould cheese is characterized by the extensive catabolism of lactate at the surface of the cheese by the mould, causing an increase in the pH of the surface zone (and thus creating a pH gradient from the surface to the core of the cheese) and the migration of lactate from the core. Calcium phosphate precipitates at the elevated pH of the surface and soluble calcium phosphate migrates through the cheese towards the surface. These changes, together with proteolysis, cause considerable softening of the cheese and mature whitemould varieties may flow under their own weight. Blue cheese
Cheeses ripened under brine
Feta, Domiati and related cheeses (e.g., Brinza, Beli Sir, Telemes, Kareish, Beyaz Peiniri; see 'Cheese Varieties Ripened in Brine', Volume 2), evolved in the eastern Mediterranean and Balkan regions; they are also known as 'pickled cheeses', so-called because they are ripened under brine. Feta is a Greek cheese made from sheep's milk with PDO status. However, similar whitebrined cheeses are also made from pasteurized cows' milk on a large industrial scale outside Greece, often using uhrafiltration technology (see 'Pasta-Filata Cheeses', Volume 1). Milk for Feta cheese is coagulated using rennet (which may also have lipase activity) and acidified using a thermophilic or mesophilic lactic starter. The coagulum is cut into small cubes and scooped,
Blue cheese varieties ('Blue Cheese', Volume 2) are characterized by blue/green veins throughout the cheese caused by the growth of Penicillium roqueforti. The milk for these varieties is coagulated by rennet extract; the curds are acidified using a mesophilic lactic culture and are cooked at a low temperature before being transferred to moulds. Some varieties of blue cheese are salted by repeated surface application of dry NaC1 while others are brine-sahed. The salted cheeses are ripened at a temperature and relative humidity which favour mould growth. Since P. roqueforti requires 02 for growth, the texture of Blue cheese must be open to allow the fungal spores and hyphae to germinate and grow. This open texture is achieved by encouraging mechanical openings during manufacture (by not pressing the curds after moulding) and by piercing the
Diversity of Cheese Varieties: An Overview
cheeses with needles (by hand or a special machine). The ripening of Blue cheese is characterized by extensive lipolysis. Blue cheeses have a soft texture and a strong flavour dominated by n-methyl ketones which are produced by the mould from fatty acids. Blue cheese varieties include Bleu d'Auvergne, Cabrales, Gorgonzola, Danablu (Danish Blue) and Stilton, all of which are made from cows' milk, and Roquefort which is made using sheep's milk. Bacterial surface-ripened cheese
Bacterial surface-ripened ('smear-ripened') cheeses are a diverse group of varieties characterized by the growth of a complex Gram-positive bacterial flora on the surface during ripening ('Bacterial Surface-ripened Cheeses', Volume 2). Soft smear cheeses usually are acidified using a mesophilic culture, are not cooked to a high temperature and are brine-salted. These cheeses have a high moisture content and are typically moulded as small cylinders (---200 g), with a high surface area:volume ratio which allows the surface smear to have an important influence on the characteristics of the mature cheese. During manufacture, the surface of the cheeses is washed periodically with a brine solution, a process referred to as 'smearing'. In many factories, old cheeses (which have fully developed surface microflora) are smeared first and the same smear liquid is used to smear young cheeses, which are thus inoculated. This practice, called 'old-young' smearing, assists in the development of the surface microflora, but has been criticized on the grounds of hygiene. Soon after manufacture, the surface microflora of smear cheeses is dominated by yeasts (e.g., Debaroymces hansenii) and Geotrichum candidum. Growth of these micro-organisms deacidifies the cheese surface and encourages the growth of coryneform bacteria (e.g.,
Corynebacterium, Arthrobacter, Brevibacterium), Micrococcacae and Staphylococcus. These bacteria gain access to the cheese from the milk (particularly for raw milk cheeses) or through post-pasteurization contamination. These cheeses are characterized by a strong aroma and high levels of proteolysis and lipolysis, mainly at their surface. Sheep's and goats' milk cheeses
Although sheep and goats are minor dairying species (each produces ~-2% of total world milk production compared with ---11% and ---85% for buffalo and cattle, respectively), they are quite significant in Mediterranean and Balkan countries, where most of their milk is used for cheese production. Many famous and popular cheeses are produced from sheep's milk, e.g., Roquefort, Feta, the various Pecorino varieties, Kashkaval and
17
Manchego. A more complete list of cheeses produced from sheepg and goats' milks is given by Kalantzopoulos (1993), and 'Cheeses Made from Ewes' and Goats Milk', Volume 2 is devoted to goats' and ewes' milk cheeses. These cheeses are considered together because the conditions of management of these relatively small animals are very similar and in many countries they are farmed in mixed flocks. In many cases, due also to the limited lactation period, cheeses are prepared from the mixed milk of these two species. Goats' and ewes' milk cheeses are produced mainly around the Mediterranean basin and in the Balkans. The gross composition of ewes' milk is markedly different from that of goats' and cows' milks, which have generally similar gross composition, although goats' and cows' milks differ in many respects, including their proteins and fatty acid profiles. These differences influence the characteristics of cheeses made from sheep's or goats' milk. Goats' milk cheeses are usually consumed fresh or ripened for a short period of time. Sheep's milk contains high levels of fat and protein, which are the main cheesemaking constituents. The coagulum is firm, the syneresis is rapid and the NaC1 diffusion is slow due to the low moisture content of these cheeses. By modifying the cheesemaking technology, it is possible to obtain a range of cheeses (fresh, short-, medium- and long-ripened) from ewes' milk. Acid-curd cheeses
Acid-coagulated cheeses are varieties for which milk or cream is coagulated on acidification to c. pH 4.6. Acidcurd cheeses were perhaps the first type of cheese produced since such products may arise from the souring of milk by the adventitious microflora. These cheese varieties are distinguished from yoghurt because their manufacture involves dehydration by removal of at least some whey. Acidification is usually achieved by the action of a mesophilic starter culture but direct acidification is also practised. A small amount of rennet may be used in certain varieties (e.g., Cottage or Quarg) to increase the firmness of the coagulum and to minimize casein loss in the whey but its use is not essential. The coagulum may or may not be cut or cooked during manufacture but it is not pressed. Acid-coagulated cheeses (e.g., Cream, Cottage, Quarg, some Queso Blanco) are characterized by a high moisture content and are usually consumed soon after manufacture. Acid-coagulated varieties represent ---25% of total cheese production (considerably higher in some countries, 'Cheese: An Overview', Volume 1). They are usually consumed when fresh although there are some minor varieties of ripened acid-curd cheese. The acid coagulation of milk is described in 'Formation, Structural Properties and Rheology of Acid-coagulated
18
Diversity of Cheese Varieties: An Overview
Milk Gels', Volume 1, and acid-coagulated cheeses are discussed in detail in 'Acid- and Acid/Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese' Part C Acid-heat Coagulated Cheeses', Volume 2. Cheeses coagulated by a combination of heat and acid
A small group of cheeses are produced by a combination of heat and acid. The best-known and perhaps the most important member of this group is Ricotta, an Italian cheese variety (the name derives from ricottura, 'reheating') which is produced from rennet cheese whey, perhaps with some milk added, by heatinduced coagulation (85-90 ~ and some acidifying agent (e.g., lemon juice or vinegar). Ricotta curd is transferred to moulds surrounded by ice where drainage occurred. Mascarpone is made by a process similar to that for Ricotta except that it is made from cream and a slightly higher cooking temperature is used. The resulting cheese is creamier than Ricotta and is usually salted at a low level and whipped and formed into a cylindrical shape. Other heat-/acid-coagulated varieties and their country of origin include Ricotta Forte (Italy), Brocciu (Corsica), Cacio-ricotta (Italy, Malta), Mizthra and Manouri (Greece) and Ziger (former Yugoslavia). Some of these varieties were described by Kalantzopoulos (1993) and some aspects are discussed in 'Acid- and Acid~ennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese, Part C Acid-heat Coagulated Cheeses', Volume 2. Processed cheese products
Processed cheeses differ from natural cheese by not being made directly from milk but from various ingredients such as natural cheese (usually), emulsifying salts, milk solids, butter oil, other dairy ingredients, vegetable oils or other ingredients (Fox et al., 2000; see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). Processed cheese is produced by blending shredded natural cheeses, varying in maturity, with emulsifying salts and often other ingredients, and heating the blend under vacuum with constant agitation until a homogeneous blend is obtained. Although connoisseurs of cheese often regard processed cheese as inferior to natural cheese, the former has a number of advantages, including stability and consistency and they provide an outlet for inferior quality cheese which might otherwise be difficult to sell. The nutritional value of processed cheese is generally similar to that of natural cheese; although it has usually a higher sodium
content than the latter, this can be reduced (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). Reducing the fat content of processed cheese has less undesirable consequences than for natural cheese. Since processed cheese can be produced in a wide range of flavours, shapes and consistencies, it is particularly popular for ingredient applications. About 2 • 106 tonnes of processed cheese are produced annually, i.e., ---14% of natural cheese. Cheeses made for use as food ingredients
In addition to processed cheese and cheese analogues (see below), most of which are used in ingredient applications, an increasing proportion of natural cheeses produced worldwide is consumed as an ingredient in other food products (see Guinee, 2003; 'Cheese as an Ingredient', Volume 2). While many traditional varieties have flavour or functional properties amenable to their use as ingredients (e.g., low-moisture Mozzarella for use as a pizza topping), it is likely that new 'varieties' of natural cheese will evolve in the future to meet requirements for cheese with tailor-made functional properties. Enzyme-modified cheeses (EMCs) are products with concentrated cheese flavours formed by the enzyme-catalysed hydrolysis of cheese curd or other ingredients by the action of exogenous proteinase, peptidase and/or lipase preparations (see Kilcawley et al., 1998; Wilkinson and Kilcawley, 2003; 'Cheese as an Ingredient', Volume 2). The advantages of EMCs over other sources of cheese flavours are their flavour intensity, range of flavours available, reduced production costs and shelf-life. Because of their high flavour intensity, EMCs are typically added as flavourings to foods at a very low level (c. 0.1%, w/w). Enzyme-modified cheeses are relatively new products, especially on a commercial scale. It seems very likely that their production will increase, made possible by the availability of purer and more specific enzymes and selected cultures. At present, Cheddarlike EMCs are the principal products but it is likely that the production of other varieties will increase. At present, EMCs are used only as ingredients; however, with increased knowledge of the biochemistry of cheese ripening in general, and of EMCs in particular, and of the flavour impact compounds in various cheese varieties, it seems conceivable that EMCs may evolve into table cheeses. Norwegian whey 'cheese'
A unique type of 'cheese' is produced in Norway by evaporation of water from whey by concentration to ---80% total solids and crystallization of the lactose. This
Diversity of Cheese Varieties: An Overview
type of cheese originated in Norway. Strictly speaking, it could be argued that such varieties are not cheeses in sensu stricto. These cheeses ('Brunost', brown cheese) are characterized by having a smooth but firm body, a sweet, caramel-like flavour and a long shelf-life. Sweet whey is the usual starting material although acid whey may be used for some brands. Sometimes, skim milk or cream is added to the whey to give a whiter, smoother product. Types of Brunost include Primost, Gjetost, Mysost, Niesost, Flmemyost and Gudbrandsdalost. The manufacture of these cheeses involves concentration of whey (or whey/cream mixture) by evaporation to high total solids to form a plastic mass. The Maillard reaction is encouraged and is important for the final colour and
19
flavour of the product. The concentrate is then cooled, kneaded and packaged. Crystallization of lactose is controlled so as to avoid sandiness in the product. Non-European cheeses
The majority of commercially important cheese varieties originated in Europe, and Europe and North America remain the most important regions for cheese production (see 'Cheese: An Overview', Volume 1). However, numerous minor cheeses are produced in Asia, Africa and Latin America, some of which are listed in Table 9 and were discussed by Phelan et al. (1993).
Some non-European cheese varieties (modified from Phelan et aL, 1993). Varieties discussed elsewhere in this volume are not listed
Country Asia Afghanistan
Bangladesh Bhutan
China India
Indonesia Iran Iraq Jordan Lebanon
Nepal
Pakistan Philippines Qatar Saudi Arabia Syria
Cheese
Remarks
Karut Kimish Panier Chhana Ponir Chhana Churtsi Durukhowa
Very hard cheese made from skim milk Semi-hard unripened cheese obtained by acid coagulation Acid coagulation of boiled milk Semi-hard ripened cheese (as above) Hard cheese made from yak and chauri milk Hard, rubbery cheese made from yaks' and chauris' milk (known as Chugga or Chhurpi in Nepal) Similar to Edam Acid-curd cheese from inner Mongolia Sour milk cheese made from cows' milk Soft heat-acid coagulated variety Fresh rennet cheese made from heated milk Sort cheese made from cows' and buffaloes' milk coagulated with vegetable rennet (bromelain) Variety ripened under brine similar to Feta Similar to Liqvan Hard brittle cheese with a sharp flavour Hard sun/air dried variety made from sheep's or goats' buttermilk Hard cheese made from sheep's and goats' milk Soft fresh cheese made from whole milk White cheese varieties
Long Giang Hurood Chhanna Paneer Panir Tahu Susu Atau Dadih Liqvan 'White cheese' Awshari Djamid Shankalish Akawieh Baladi/Baida/ Hamwi Chelal Karichee 'Fresh cheese' Umbris Chhana Chhurpi Shosim Langtrang Panir Peshawari Kesong Puti 'White cheese' Ekt Mesanarah Medaffarah Shankalish
Cheese in the form of strings or ropes Soft whey cheese Soft rennet-coagulated cheese Soft spreadable cheese made from raw goats' milk (as above) Similar to Durkhowa Soft cheese made from yaks' and chauris' milk Semi-hard cheese made from yaks' and chauris' milk Soft cheese variety Semi-hard cheese made from whole or partly skimmed cows' milk Soft fresh cheese made from carabao and cows' milk (as above) Sun-dried cheese made from sheep's buttermilk Sun-dried rennet-coagulated cheese made from sheep's milk Pasta-filata variety made from sheep's milk Rennet coagulated cheese made from partially skimmed milk continued
20
Diversity of Cheese Varieties: An Overview
continued
Country
Cheese
Remarks
Asia Turkey
Beyaz Peyneri
Yemen
Kasar Peyneri Mihalic Peyneri Tulum Peyneri Aomma Taizz
Semi-hard cheese ripened under brine made from sheep's milk or mixtures of milks Hard, pasta-filata variety Hard cheese made from raw sheep's milk and ripened under brine Hard cheese made from sheep's milk or mixtures of milks Pasta-filata variety No details available
Africa Algeria
Benin
Chad Dem.Rep.Congo Egypt
Ethiopia Kenya Madagascar Mali Niger Nigeria
Sudan
Latin America Argentina
Bolivia
Brazil
Chile Colombia Costa Rica Cuba Dominican Republic Ecuador Honduras
Takammart Aoules Takamart Woagachi/Wagashi Wagassirou/ Gassigue Pont Belie Mashanza Ras Karish/Kareish Daani Mish Ayib Mboreki Ya Iria 'Fromage' 'Fromage blanc' Wagashi Tchoukou Wara/Awara Chukumara Dakashi 'Country cheese' Karish Braided cheese Gibbna Mudafera 'White cheese' Goya Tafi Altiplano Quesillo Queso Benianco/ Quieso Chaqueno Queijo de Coalho Queiso de Manteiga Queijo Minas Queijo Prato Chanco 'Queso Blanco' Palmito Patagras Queso de Freir Queso Andino Quesillo de Honduras
Rennet-coagulated cheese made from goats' milk and air/sun-dried Heat/acid coagulated cheese made from buttermilk and air/sun-dried Rennet-coagulated cheese made from goats' milk and sun-dried Soft fresh cheese made from cows' milk coagulated using the sap of Calotropis procera Fresh cheese made from goats' or sheep's milk Soft fresh cheese made from cows' milk Hard, bacterially ripened variety Fresh, low salt acid-coagulated cheese variety Soft cheese made from sheep's or sheep's/goats' milk Karish cheese ripened in Mish (pickling solution) Heat/acid coagulated variety made from buttermilk Fresh soft cheese made from cows' or goats' milk Semi-hard cheese made from cows' milk Fresh soft cheese made from skimmed cows' milk (see above) Hard sun-dried cheese made from various milks Soft unripened variety similar to Wagashi Tough-textured cheese Heat-coagulated colostrum Hard cheese variety (see above) Semi-hard, braided cheese variety Similar to Feta or Domiati Semi-hard cheese made from cows' milk Soft white cheese ripened under brine Hard, ripened cheese made from cows' milk Semi-hard ripened cheese made from raw whole milk Soft fresh cheese made from raw whole cows' and sheep's milk Fresh, unripened soft cheese. Also known as Banela in Mexico, Paraguay cheese in Paraguay and Queso Blanco in Nicaragua Semi-hard ripened cheese made from whole cows' milk Semi-hard ripened cheese Processed cheese Semi-hard cheese made from raw cows' milk Semi-hard ripened cheese Semi-hard ripened cheese made from whole cow's milk Generic name for rennet- and acid-coagulated cheeses Pasta-filata cheese made from raw whole cows' milk Semi-hard, ripened cheese Type of Queso Blanco consumed after frying Soft, ripened cheese Pasta-filata cheese made from cows' milk
Diversity of Cheese Varieties: An Overview
21
continued
Country
Cheese
Remarks
Chihuahua Cotija Oaxaca Panela Queso Andino Requeson Colonia Yamandu De Mano Guayanes Llanero/Americano
Semi-hard, ripened cheese Hard, ripened cheese made from cows' or goats' milk Pasta-filata cheese variety Fresh, unripened cheese (see above) Heat/acid coagulated cheese similar to Ricotta Semi-hard, ripened cheese made from cows' milk Semi-hard, ripened cheese made from cows' milk Semi-hard unripened pasta-filata cheese Semi-hard unripened cheese Similar to Queso Blanco
Latin America
Mexico
Peru Uruguay Venezuela
Imitation and substitute cheese products
A wide range of imitation and substitute cheese products are produced worldwide, which may be classified into three broad categories: analogue cheese, filled cheeses and tofu-based products. Cheese analogues are cheese-like products produced by blending various oils/fats, proteins (usually rennet casein), flavours and other ingredients with water into a smooth homogeneous cheese-like blend with the aid of heat, shearing forces and emulsifying salts (Guinee, 2003). Analogues of low-moisture Mozzarella, Cheddar, Monterey Jack and processed (Cheddar) cheeses are produced and have the advantages of being cheaper and more easily manufactured than natural cheese; their functional properties may be tailor-made for specific applications. Developments in EMC technology should make it possible to improve and diversify the flavour of analogue cheese products. Filled cheeses differ from natural cheeses in that the milkfat is partially or totally replaced by vegetable oil which is dispersed using high-speed mixing and homogenization in skim milk or skim milk reconstituted from various dairy ingredients such as skim milk powder, whey and total milk protein dispersed in water. The filled milk is then used as the starting material for conventional in-vat cheesemaking (Fox et al., 2000). Tofu is a cheese-like product produced from soybeans which has been a staple food in the Orient for many centuries. Although the appearance resembles that of fresh cheese, and has similar culinary applications, its physico-chemical properties are clearly different from all the classes described in this chapter.
Bertozzi, L. and Panari, G. (1993). Cheeses with Appellation d'Origine ContrOl~e (AOC): factors that affect quality. Int. Dairy J. 3,297-312.
Burkhaher, G. (1981). Catalogue of Cheese. Document 141, International Dairy Federation, Brussels, Belgium. Contarini, G., Povolo, M., Toppino, P.M., Radovic, B., Lipp, M. and Anklam, E. (2001). Comparison of three different techniques for the discrimination of cheese: application to the ewe's cheese. Milchwissenshaft 56, 136-140. Davis, J.G. (1965). Cheese, Vol. 1, Basic Technology, Churchill Livingstone, London. Dewettinck, K., Dierckx, S., Eichwalder, P. and Huyghebaert, A. (1997). Comparison of SDS-PAGE profiles of four Belgian cheeses by multivariate statistics. Lait 77, 77-89. Dirinck, P. and De Winne, A. (1999). Flavour characterisation and classification of cheeses by gas chromatographic-mass spectrometric profiling. J. Chromatogr. 847, 203-208. Dufour, E., Devaux, M.E, Fortier, P. and Herbert, S. (2001). Delineation of the structure of soft cheeses at the molecular level by fluorescence spectroscopy- relationship with texture. Int. Dairy J. 11,465-473. Fox, P.E (1993). Cheese: an overview, in, Cheese: Chemistry, Physics and Microbiology, Vol. 1, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 1-36. Fox, P.E and Wallace, J.M. (1997). Formation of flavour compounds in cheese. Adv. Appl. Microbiol. 45, 17-85. Fox, P.E, Guinee, T.P., Cogan, T.M. and McSweeney, P.L.H. (2000). Fundamentals of Cheese Science, Aspen Publishers, Gaithersburg, MD. Frau, M., Simal, S., Femenia, A. and Rossello, C. (1998). Differentiation and grouping of chemical characteristics of Mahon cheese. Z. Lebensm. Unters. Forsch. 207, 164-169. Fritsch, R.J., Martens, E and Belitz, H.D. (1992). Monitoring Cheddar cheese ripening by chemical indexes of proteolysis. 1. Determination of free glutamic acid soluble nitrogen and liberated amino groups. Z. Lebensm. Unters. Forsch. 194, 330-336. Garcia-Palmer, EJ., Serra, N., Palou, A. and Gianotti, M. (1997). Free amino acids as indices of Mahon cheese ripening. J. Dairy Sci. 80, 1908-1917. Guinee, T.P. (2003). Cheese as a food ingredient, in, Encyclopedia of Dairy Sciences, Vol. 1, H. Rogenski, J.W. Fuquay and P.E Fox, eds, Academic Press, London. pp. 418-427. Kalantzopoulos, G.C. (1993). Cheese from ewes' and goats' milk, in, Cheese: Chemistry, Physics and Microbiology,
22
Diversity of Cheese Varieties: An Overview
Vol. 2, 2nd edn, RE Fox, ed., Chapman & Hall, London. pp. 507-553. Kilcawley, K.N., Wilkinson, M.G. and Fox, P.E (1998). Enzyme-modified cheese. Int. Dairy J. 8, 1-10. Manca, G., Camin, E, Coloru, G.C., Del Caro, A., Depentori, D., Franco, M.A. and Versini, G. (2001). Characterization of the geographical origin of Pecorino Sardo cheese by casein stable isotope (C-13/C-12 and N-15/N-14) ratios and free amino acid ratios. J. Agric. Food Chem. 49, 1404-1409. Martin-Hernandez, C., Amigo, L., Martinalvarez, P.J. and Juarez, M. (1992). Differentiation of milks and cheeses according to species based on the mineral content. Z. Lebensm. Unters. Forsch. 194, 541-544. McGoldrick, M. and Fox, RE (1995). Intervarietal comparison of proteolysis in commercial cheese. Z. Lebensm. Unters. Forsch. 208, 90-99. Olson, N.E (1990). The impact of lactic acid bacteria on cheese flavor. FEMS Microbiol. Lett. 87, 131-147. O'Shea, B.A., Uniacke Lowe, T. and Fox, RE (1996). Objective assessment of Cheddar cheese quality. Int. Dairy J. 6, 1135-1147. Ottogalli, G. (1998). A global comparative method for the classification of world cheeses (with special reference to microbiological criteria). Ann. Microbiol. Enzimol. 48, 31-58. Ottogalli, G. (2000a). A global comparative method for the classification of world cheeses (with special reference to microbiological criteria). Revised edition. Ann. Microbiol. 50, 151-155.
Ottogalli, G. (2000b). Proposta di aggiornamento nella classificazione dei formaggi con particolare riferimento agli aspetti microbiologici. Alimenta 8, 147-165. Ottogalli, G. (2001). Atlante dei Formaggi, Hoepli, Milan. Peres, C., Viallon, C. and Berdague, J.L. (2002). Curie point pyrolysis-mass spectrometry applied to rapid characterisation of cheeses.J. Anal. Appl. Pyrol. 62, 161-171. Phelan, J.A., Renaud, J. and Fox, RE (1993). Some nonEuropean cheese varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, Major Cheese Groups, 2nd edn, P.E Fox, ed., Chapman & Hall, London. pp. 421-466. Rohm, H. (1992). Regional classification of Swiss cheese based on its chemical composition. Z. Lebensm. Unters. Forsch. 194, 527-530. Sandine, W.E. and Elliker, P.R. (1970). Microbiologically induced flavors and fermented foods. Flavor in fermented dairy products. J. Agric. Food Chem. 18, 557-562. Schulz, M.E. (1952). Klassifizierung von Kase. Milchwissenshaft 7,292-299. Scott, R. (1986). Cheesemaking Practice, Elsevier Applied Science Publishers, London. Smith, A.M. and Nakai, S. (1990). Classification of cheese varieties by multivariate analysis of HPLC profiles. Can. Inst. Food Sci. Technol. J. 23, 53-58. Walter, H.E. and Hargrove, R.C. (1972). Cheeses of the World, Dover Publications, Inc., New York. Wilkinson, M.G. and Kilcawley, K.N. (2003). Enzyme modified cheese, in, Encyclopedia of Dairy Science, Vol. 2, H. Roginski, J.W. Fuguay and P.E Fox, eds, Academic Press, London. pp. 434-437.
Plate 1
Examples of cheese from the principal groups of Ottogalli (1998, 2000a,b, 2001)" see Table 7 for further details. (See page 13.)
Plate 2 APV Cheddarmaster belt system. Courtesy of NZMP Whareroa, New Zealand. (See page 33.)
General Aspects of Cheese Technology R.J. Bennett, Senior Lecturer in Dairy Technology, Institute of Food, Nutrition and Human Health, Massey University, Palmerston North, New Zealand K.A. Johnston, Principal Research Technologist, Fonterra Research Centre, Palmerston North, New Zealand
Cheesemaking involves the conversion of liquid milk (an unstable, bulky but highly nutritious raw material) into cheese (a stable, flavoursome, concentrated product that provides eating pleasure and has an extended shelf-life). Cheesemaking has been practised for many thousands of years, for most of the time as a cottage industry. Towards the end of the nineteenth century, as industrialisation progressed, cheese manufacture moved to the factory; since then, there has been a progressive development of the technology, especially equipment, to the situation today with large, highly automated, modern factories employing minimal staff. This move has been driven by several f a c t o r s - scale, cost and availability of labour, increased hygiene and need for product uniformity and consistency. This development has been at the cost of some individuality and variety; therefore, in parallel with the increased mechanisation of manufacture, there has been a resurgence of many small boutique cheesemakers. The impact of computers and automation on the cheesemaking process has been dramatic, with many of the previously manual-controlling, programming, analysis and data-logging operations being replaced by computers. Thus, greater uniformity of production has been made possible. This chapter aims to introduce the steps involved in the cheesemaking process, explaining their purpose and then describing the equipment and the processes that have been developed to facilitate large-scale manufacture. Not all equipment types are included in detail but rather the major types to illustrate their purpose. Cheeses may be classified in various ways. The diversity of cheese types arises from composition (the manufacturing process) and from the cultures or microflora involved (Johnson and Law, 1999). This chapter focuses on the manufacturing process. A useful primary classification from a manufacturing technology viewpoint is based on cheese firmness (effectively, moisture content) and the salting technology involved. This is illustrated in Table 1 and forms the basis of the discussion of the manufacturing processes for the major cheese varieties
outlined in Fig. 1. The initial focus is on common steps to the end of the vat stage of manufacture. This is followed by discussion of the technology used for hard, dry-salted varieties such as Cheddar, with that used for other types being discussed in later sections.
Milk preparation The milk used for cheesemaking comes from cows, sheep, goats and buffaloes. As the key ingredient, its quality and preparation are of vital importance. As the equipment and processes used are standard dairy operations, they are not described in detail. Excellent explanations are provided by Bylund (1995a) and Muir and Tamime (2001). Hygienic milk harvesting, refrigeration and gentle handling are essential features of milk harvesting and transport to the factory. The absence of inhibitory substances such as antibiotics is also necessary for satisfactory cheese manufacture. Removal of foreign matter is a necessary first step in factory processing, and this is achieved by filtration through an appropriate mesh or by centrifugal clarification. Compositional adjustment of the milk is often required to achieve the desired final product specifications. This commonly involves centrifugal separation of part of the milk stream into skim milk and cream, followed by blending of the skim milk with the whole milk to achieve the desired fat content. For some products, a higher fat level may be necessary and this is achieved by incorporating additional cream. More recently, it has become feasible to also adjust the protein content of the milk. This is normally achieved through the use of ultrafiltration technology (discussed in 'Application of Membrane Separation Technology to Cheese Production', Volume 1). Skim milk is concentrated and then blended with other components to achieve the desired final composition. Advantages include a more uniform starting material, more profitable use of a lactose stream and greater throughput of milk solids through the cheese vat, as the milk is effectively partially concentrated.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
24
General Aspects of Cheese Technology
Classification of cheese based on hardness and salting technology
Hardness
Salting technology
Examples
Hard/semi-hard Hard/semi-hard Soft/semi-soft
Dry Brine Brine
Cheddar, Cheshire Emmental, Gouda Camembert, Blue vein
Control of the microbiology of the cheese milk is a vital issue affecting the final product, and there is an ongoing vociferous debate on the merits of raw milk cheese versus cheese for which heat treatment, normally pasteurisation, has been used (Johnson and Law, 1999). Pasteurisation, through the use of a plate heat exchanger and holding tubes with typical time/temperature relations of 72 ~ s, is standard practice to
Milk preparation
VAT STAGE 9 Setting 9 Cutting 9 Cooking 9 Washing (some types)
Starter culture and coagulant addition
POST-VAT STAGES
Hard, dry- I~t" salted types
~
1
Hard~semihard types
Soft mouldripened types
T Dewheying
T Dewheying
Pre-pressing (some types)
Moulding
, Wheyto further ' processing ,
Dewheying
i
!
Drying Texturing (cheddaring) or stirring
Pasta-fila
Salting
Pressing
I
Coo ino stretc in I I
Milling
Brine-salted types
I
II
Moulding
I
rin,oo
I
Pressing
Acid development
Brining
Brining
Ripening
Ripening
-I Basic steps in cheese manufacture.
Despatch
I
I
I
Ripening
General Aspects of Cheese Technology
kill pathogenic organisms. If the raw milk is to be stored refrigerated for a long period before pasteurisation, thermisation (66 ~ s) is recommended to prevent the growth of psychrotrophic organisms and their associated production of lipases and proteinases. Alternative processes for the reduction of bacterial load include the use of specially designed centrifuges (bactofuges) and microfihration (Maubois, 2002). These avoid some of the perceived detrimental effects of thermal processes and are especially useful for the removal of spores, such as Clostridia, that survive pasteurisation and can cause problems in the final product. Following thermal or other treatments, the milk enters the cheese vat, typically at 32 ~ Starter culture preparation and addition
The use of cultures of micro-organisms, including bacteria, yeasts and moulds, is an integral component of cheese manufacture. 'Starter Cultures: Genetics', 'Starter Cultures: Bacteriophage', 'Secondary and Adjunct Cultures', of Volume 1 are devoted to detailed discussion of these cultures. The micro-organisms have two primary r o l e s - the reduction of the pH during manufacture due to the production of lactic acid from lactose, and the biochemical and physical changes during the curing or ripening phase after manufacture of the initial cheese curd. The cultures responsible for acid development are typically lactic acid bacteria and are commonly referred to as cheese starters, although they are also involved during ripening. Organisms, the primary role of which is post-initial manufacture, are known as starter adjuncts. Both groups of cultures are commonly incorporated into the milk in the cheese vat, although for some varieties, such as smear-ripened cheeses, the formed cheese may be inoculated with the culture. Cheese starters used for hard varieties such as Cheddar are commonly composed of Lactococcus lactis subsp, cremoris. The quantity of culture required for controlled, rapid acid development in the vat means that a substantial inoculation is necessary. This may be provided in a variety of ways, such as the direct addition of a powdered concentrated culture provided by a culture manufacturer. This may be frozen or freezedried and may need to be reconstituted before addition to the vat. The very successful system used in New Zealand, described by Heap (1998), depends on the use of frozen single-strain cultures, which are then grown in a heat-treated reconstituted skim milk in a pH-controlled environment, to produce a concentrated culture that is then metered into the milk at a level such as 0.3%, v/v, as the vat is being filled with milk. A simple fermentation vessel is used for bulk culture
25
production. The greatest hazard to the production of starter and satisfactory acid development in the vat is the presence of bacteriophage. Multiple vat filling throughout the day in large plants increases the potential for phage build-up. Stringent hygiene precautions, the use of several carefully selected phage-unrelated strains and the use of a phage-inhibitory growth medium for starter preparation are the techniques designed to minimise this risk. Starter adjunct cultures can be added directly to the vat, usually from 'potties' or suspensions of culture especially prepared by a culture manufacturer. As they are adjuncts, the quantities required are much smaller than the quantity of acid-producing starter. Coagulant addition
The most fundamental step in the cheesemaking process involves the conversion of the liquid milk into a semi-solid gel. Subsequent syneresis, or shrinkage and loss of whey from this gel, results in the formation of cheese curd. Detailed discussion of coagulants and syneresis is provided in 'Rennets: General and Molecular Aspects', 'Rennet-induced Coagulation of Milk', 'The Syneresis of Rennet-coagulated Curd', 'Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1. Coagulation involves the aggregation of the casein and is normally achieved by the addition of a coagulant to the milk in the vat stage of manufacture, although it can also be accomplished by pH reduction through acidification for some varieties, such as Cottage cheese. Traditionally, the coagulant of choice has been rennet, derived from the abomasum of young milk-fed calves, in which the principal active ingredient is chymosin. For reasons of supply, economy and ethics, alternatives are now also used frequently, derived from fungal sources such as Rhizomucor meihei or a natureidentical chymosin produced by genetic engineering technology. The coagulants are normally supplied by the manufacturer as stable liquid concentrates, which can be metered directly into the cheese vat at the appropriate stage via a distribution system. As the coagulant is a highly concentrated enzyme system, the quantity required is much lower than that of cheese starter, typically 0.01%, v/v, for calf rennet. As the enzymes are also involved in the ripening process, the level of addition and the enzyme characteristics are of vital importance to the cheese being produced. Vat stage
The cheese vat or cheese tank is the part of the cheesemaking equipment in which milk is converted from
26
General Aspects of Cheese Technology
a standardised liquid to a semi-solid gel. This part of the process concentrates the casein and the fat of the milk by removing moisture (whey). The first part of the process involves the addition of the coagulant to the milk, this being known as setting the vat. The coagulant is added and mixed in, as already described, and the vat contents are then left undisturbed. Determination of the appropriate coagulum strength for the next stage can be made by an experienced operator observing the curd or by using instruments such as the Stoelting Optiset | probe and others, discussed by Law (2001). Once a satisfactory coagulum has been formed, usually after about 40 min, the gel is cut into cubes of 6-10 mm size, to encourage moisture expulsion (syneresis). In most cheesemaking processes, the curds/whey mixture is then cooked to a higher temperature while lactose is fermented by the starter bacteria and acid is produced. Acid development is an important step in most cheesemaking processes and controls the rate and extent of syneresis, the composition, the final cheese pH and, perhaps of most importance, the degree of mineral solubilisation that occurs during the process. The cooking process has a fundamental role in controlling syneresis by influencing curd shrinkage and acid development. Following cooking, the curds/whey mixture is stirred until the drain pH target is reached and curds/whey separation (draining) or dewheying is initiated. For some varieties, a reduction in the lactose content of the curd and whey in the vat may be accomplished by partial removal of the whey followed by addition of water, which may be heated to also assist with cooking. This operation can be described as washing. Historically, cheese curd was produced in large, open, jacketed, square-ended, stainless steel vats. The cutting and stirring mechanisms were mounted above the vat and often both curd processing (e.g., cutting, cooking and stirring) and curd conditioning (e.g., cheddaring) were carried out in the vat. Labour costs were high and quality was often variable. Although this system is still used successfully in some small plants, more exacting hygiene standards, coupled with the demand for higher throughputs at reduced cost, resulted in the introduction of enclosed vat systems in the late 1960s. Since then, enclosed vat systems have been further refined to meet the needs of an increasingly mechanised and automated industry, an industry that in some countries is also having to deal with processing increasingly larger milk volumes because of extensive and rapid amalgamation of a number of smaller plants. This vat stage of cheese production is a batch process, and, for continuous throughput, a factory must have a number of vats, usually at least 6-8, to enable production to be sequenced to ensure a continuous output.
The majority of the enclosed vat systems available contain: 9 one or two revolving knife panels of various designs, which are used for both cutting and stirring operations, depending on their direction of rotation; 9 a fully or partially surrounding (steam or hot water) heating jacket; 9 whey removal systems for predraw and in-vat washing; 9 automated rennet addition, cleaning-in-place (CIP) and computer-controlled options for cutting/stirring speeds and cooking recipes (later models only). The choice of equipment for the vat stage of the cheesemaking process depends on many external factors, including the type of cheese to be made, downstream curd processing, flexibility, cost and throughput. Internal vat factors are also important. For example, the configuration of the vat and its cutting and stirring mechanisms, how the vat is heated and emptied, rennet addition and CIP configurations are also important. How the coagulum is cut is of particular significance. The cutting operation, together with the speed of stirring following cutting, influences how large the particles will be at draining and how much of the milk components (fat and casein) are lost to the whey. Johnston et al. (1991) showed that the speed and the duration of cutting in Damrow vats determined the curd particle size at draining and hence the moisture content in the final cheese, and that whey fat losses could be minimised depending on the cutting programme used. They also proposed a model for cutting that explains how variation in cutting speed and duration of cutting, followed by a constant stirring speed, determines the curd particle size distribution in a Damrow cheese vat. A similar study (Johnston et al., 1998) using Ost vats (30 000 1) gave similar trends. However, the study on Ost vats also showed that, although similar, the trends were sufficiently different from those for Damrow vats, to warrant characterisation of each vat type as to the effect of the speed and the duration of cutting on cheesemaking efficiency,before implementing a specific cutting regime. A number of vat types are available, including OST, Damrow, Scherping and APV CurdMaster. These are discussed in turn. There is a similar discussion of vats and their design in Law (2001). The O S T vat
One of the first and the most popular choices of enclosed cheesemaking vat was the Tetra Tebel OST (Ost Sanitary Tank) vat. To date, five models have been produced (OST I, II, III, IV and V) and there are two versions for each m o d e l - with or without predraw capability.
General Aspects of Cheese Technology
Both the OST I and the OST II vats were upright, single silo-shaped tanks with one (OST I) or two or more (OST II) vertically mounted knife panels. The tank volume ranged from 2000 to 20 000 L and these two models were first made in 1969. Manual, semi-automatic and fully automatic versions were available; however, in all cases, an operator was still required to add the coagulant. The last delivery of these models was made in 1977. The OST III vat was the first horizontally mounted vat of the OST series and its design was driven by a need to process larger (>20 000 L) volumes of milk. The operating principles of the design are illustrated in Fig. 2. Switching from the vertical to the horizontally mounted vats simplified the construction required to process the larger milk volumes. The essential difference between the three horizontal OST models (III, IV and V) is in the design of the cutting/stirring mechanisms. The knife in the OST III vat is thicker and its cutting/stirring speed is
27
limited to 6 rev/min. In comparison, the knife in the OST IV vat is thinner and has 'stay-sharp' qualities that reputedly reduce fat and fines losses to the whey. The construction and design of the OST V knife frames was revised to meet the latest hygiene requirements and to improve cheesemaking performance. In early 2002, Tetra Tebel delivered the thousandth vat of the series (OST III-OST V). OST vats have been installed in 35 countries and this vat type is used to make a range of cheese types, including semi-hard (Edam, Gouda, St Paulin, Havarti), hard (Cheddar, Emmental, Romano, Monterey Jack, Egmont, etc.) and low-moisture Mozzarella (Pizza type). The Damrow double-O vat
The vertical Damrow vat was developed in 1972 and has had two updates (Fig. 3). This vertical design was to become Damrow's 'proven standard', and to date
OST IV cheese vat. 1. Combined cutting and stirring tools, 2. Strainer for whey drainage, 3. Frequency-controlled motor drive, 4. Jacket for heating, 5. Manhole, 6. CIP nozzle. Courtesy of Tetra Pak, Sweden.
28
General Aspects of Cheese Technology
Damrow Double-O cheese vat. Courtesy of Damrow Inc., USA.
900 are in use worldwide. Although used to make a range of cheese types, the vertical Damrow vats were used almost exclusively in the New Zealand cheese industry in the early days of mechanisation to produce Cheddar and other dry-salt cheeses. Easily recognised with its 'double OO' configuration, the vertical Damrow vat has two vertical knife arrangements that were used both to cut and stir the curd. Capacity ranges between ~ 1000 and 22 700 1. The Damrow horizontal vat
The horizontal double OO Damrow (DOH) was Damrow's second-generation vat. The design was patented in 1994 and improved upon in 1997, 1999 and 2000 (Fig. 4). Superior draining capability, improved yield and a hot water or steam dimple jacket are characteristics of this vat type. To date, 49 DOH vats are in service in Canada, USA and New Zealand. Three vat sizes are available: ~ 1 6 000 1, ~ 1 8 000 1 and ~ 3 0 000 1. The Scherping horizontal cheese vat
(HCV)
The first dual-barrelled horizontal cheese vat was developed by Scherping Systems in 1988. Of interest are the unique design of the vat's 'counter-rotation', dual agitator, the cutting and stirring system and the
staggered design of the knife arrangement of the thirdgeneration model (see Fig. 5). The unique 'interlocking' action and the lower speed required by the two counter-rotating agitators in both cutting and stirring modes are claimed to reduce losses and to give a more uniform curd particle size distribution. A study on cutting similar to that of Johnston et al. (1991) was undertaken on the Scherping HCV by McLeavey (1995). Since 1998, 328 of the patented HCVs have been built mainly for US customers; HCVs have been installed in one plant in New Zealand. The most popular capacities are 25 000 and 30 000 1. As would be expected in a mostly American market, consumer cheeses made using HCVs are Americanstyle Cheddar, Colby, Swiss, Co-jack and Monterey Jack cheeses and the Italian-style Mozzarella, Asiago and Parmesan cheeses. Cheeses for further processing, such as the fat-free, reduced-fat or low-moisture barrel Cheddar and Swiss barrel cheeses are also made in HCVs. Scherping Systems, now a Carlisle company, has now developed and is producing the fully automated thirdgeneration HCV incorporating new counter-rotating agitators, dual curd outlets for more effective emptying and changes to the knife configuration of previous HCVs.
General Aspects of Cheese Technology
29
Damrow DOH horizontal cheese vat. Courtesy of Damrow Inc., USA.
The A P V CurdMaster
The first APV CurdMaster was produced in 1993 and its design is based on the Protech CurdMaster and the Damrow Double-O vat design, as shown in Fig. 6. As with the Damrow Double-O vat, each of the two knife panels of the APV CurdMaster is hung-off centrally located axes within each 'barrel'. However, the light stainless steel knives are mounted vertically in a stag-
gered formation across each panel, and the stirring blades are made of polypropylene. APV Denmark decided to concentrate on the DoubleO design because there were several advantages. The Double-O design allows: 9 for variable degrees of filling from 40 to 100%; 9 all shaft seals to be located above product level;
Scherping horizontal cheese vat. Courtesy of Scherping Systems, USA.
30
General Aspects of Cheese Technology
APV CurdMaster cheese vat. Courtesy of Invensys APV, UK.
9 efficient horizontal and vertical mixing; 9 minimal air entrapment after predraw or reduced fill levels. In addition, APV modified the attachment of the bottom of the vat to its support frame (floating bottom) to avoid welds cracking during heating and cooling. A 5 ~ incline and two outlets instead of one for more rapid and efficient emptying, staggered stay-sharp knives, polypropylene agitators and whey predraw during agitation are other modifications made by APV. Since 1993, APV Denmark, now part of the Invensys APV group of companies, has sold 146 APV CurdMaster vats to 56 customers throughout Europe and Latin America. The capacity ranges from 6000 to 30 000 1. Cheese types made using the APV CurdMaster include Danbo, Raclette, Mozzarella, Gouda, Edam,
Emmental, Tilsit, Blue, Feta, Maasdam, Cagliata, Provolone, Norvegia, Manchego, Camembert, Pecorino, Grana, Cheddar, Havarti, Port Salut and Parmesan. It is interesting to note that many of the cheeses listed are curd-washed varieties. Continuous processes
There have been various attempts to replace the batch vat process by continuous systems. Two systems warrant brief mention. An innovative system using uhrafihration technology and a sequential coagulation system was developed jointly by the CSIRO in Australia and APV, the process being named Sirocurd. Two commercial plants were developed and these successfully produced Cheddar-types cheese, with the benefits of increased yield from the uhrafihration stage (Jameson, 1987); however, the Sirocurd equipment is not now in operation.
General Aspects of Cheese Technology
The other system, which is still widely used, is the Alpma continuous coagulator. A diagram of this equipment is shown in Fig. 7. The system incorporates the use of a continuous belt, which is formed into a trough to hold the milk. This trough is then subdivided by a series of plates to effectively form mini-vats. As the belt moves, the vats also move along and the same processes that occur in a batch vessel are carried out on the belt, via the use of cutting tools, stirrers and other tools that are incorporated along the length of the belt. Partial whey drainage and water addition can also be incorporated, with the main curd/whey separation occurring at the end of the belt. Cooking is difficult with this system, which is therefore more suitable for the production of soft to semi-hard cheese types. Gentle treatment of the curd and evenness of particle size result in uniformity and continuity of output. These coagulators are in use worldwide, producing a wide range of cheese varieties from fresh curd to Havarti. Post vat stages - dry-salted types
Processing options here depend largely on whether the curd undergoes further development and handling as curd particles, followed by dry-salting and block formation, or whether the final cheese block is formed immediately, followed by subsequent brining for salt uptake. As shown in Fig. 1, distinctive processes are involved. The processes described here apply to hard cheese varieties such as Cheddar, Colby, Egmont and stirredcurd cheeses.
Oewheying The vats are emptied by pumping out their contents of curds and whey. This process is commonly described as running or draining the vat. Correct pump selection
31
is of vital importance as the curd can potentially be damaged, generating large quantities of fine particles that are lost into the whey stream. Large, slowly revolving, positive rotary lobe pumps are a common option, with the Sine | pump, which uses a specially formed impeller, becoming increasingly popular because of its gentle operation and low curd damage. During emptying of the vats, the stirrers remain in operation to ensure mixing of the vat contents. For the whole cheesemaking process to be effectively continuous, despite the batch vat stage, it is necessary for there to be a number of vats, e.g., eight vats operating and emptying in sequence to provide a continuous flow of curd. Even with this system, there is variation in acidity and composition between the curds that first leave the vat and those that leave towards the end. This effect can be minimised on multi-vat plants by overlapping vat emptying using dual pumps. The ratio of curd to whey also varies as the vat is emptied, with a higher proportion of curd at the start. The pump speed is controlled to increase during vat emptying to provide a uniform flow of curd to the next stage of the process. Primary separation of the curds and whey is achieved by pumping the curds/whey mixture from the cheese vat over a specially designed dewheying screen. This is normally parabolic in shape, fitted with horizontally oriented wedge wires, to maximise the efficiency of the separation process with minimal curd damage. The whey passes through the screen and the curd is transported to the next stage. The feed to the screen is designed to provide an even, gentle flow across its width; this is often achieved by the use of a weir feed arrangement. An example of the system used is illustrated at the top of Fig. 8, the Alfomatic cheesemaker. The whey that is removed through the screen is
Alpma coagulator. 1. Belt infeed, 2. Spacing plate insertion station, 3. Milk infeed, 4. Spacing plate in the coagulator, 5. Spacing plate transport, 6. Spacing plate extraction, 7. Curd-releasing station, 8. Curd cutter, longitudinal, 9. Curd cutter, crosswise, 10. Open syneresis sector, 11. Belt discharge, 12. Spacer plate cleaning. Courtesy of Alpma, Germany.
32
General Aspects of Cheese Technology
Alfomatic cheesemaker. 1. Whey screen, 2. Whey sump, 3. Agitator, 4. Conveyors (variable speed), 5. Agitators (optional) for stirred curd, 6. Chip mill. 7. Dry-salting system. Courtesy of Tetra Pak, Sweden.
collected and pumped to a tank prior to separate processing operations to produce a wide range of products. Initial processing operations include clarification to remove casein fines, centrifugal separation to recover fat and pasteurisation or thermisation to reduce the microbiological activity.
Drying (draining) the curd Commercial plants almost universally use a belt system for this next part of the process. Specially designed slotted plastic or stainless steel conveyor belts are used. These are usually fitted with peg-stirring devices mounted above the belts to agitate the curds in order to facilitate whey drainage and to prevent clumping of the curds. Residence times of 10 min are common. This belt often forms the first part of a cheese-texturing belt system. An example of these is the Alfomatic shown in Fig. 8.
Texturing (cheddaring) or stirring For varieties such as Cheddar, a traditional step in manufacturing protocol is the cheddaring stage, during which the curd is allowed to knit together, to flow and stretch and to develop a cooked chicken meat-type of structure. In the small open-vat process, cheddaring is achieved by heaping the drained curd along the sides of the vat and allowing it to fuse together. The fused mass is then cut into blocks of 10-20 cm and these are turned every 15-40 min over a period of 90-120 min to encourage flow and stretch to develop the desired
structure. There have been numerous attempts to replace this highly manual, labour-intensive process by a fully mechanised system. One such system is the cheddaring tower, a version of which was developed in New Zealand and is still available from Invensys APV. An example of this system is shown in Fig. 9. Essentially, the towers are cylindrical holding tubes, changing to a rectangular discharge section. Incorporated into their structure is a whey drainage system. Holding times of 1-2 h can be achieved with a capacity of up to 5000 kg curd/h. Large blocks of curd are guillotined from the column of curd as it exits from the base of the tower and fed into a curd mill. In the newer plants, a belt system has become very popular, typically with two belts running at different speeds to provide stretch, flow and inversion of the curd mass, and also to provide the desired holding time. Capacities of 12 000 kg of curd/h are possible. Examples of such equipments are the Alfomatic (Fig. 8), the Cheddarmaster (Fig. 10) and the Scherping draining conveyor (Fig. 11). These belt systems are totally enclosed in stainless steel housings. This provides a hygienic environment, and also the facility for in-place cleaning and maintenance of temperature. The belts are made of plastic or stainless steel and are generally not perforated, unlike the draining belts described earlier. The belts that are available for the cheddaring/holding stage can also be fitted with peg stirrers mounted
General Aspects of Cheese Technology
33
above the belt to facilitate the manufacture of stirred curd varieties, e.g., Cheshire and Egmont, on the same equipment. Similarly, the speed of the conveyors can be adjusted to provide the desired residence times.
Milling (size reduction) Following the texturing or cheddaring stage, the curd mass has fused into a solid structure. For the incorporation of salt in the next stage, it is necessary to reduce the solid mass to curd fingers (chips) of approximately 1.5 • 1.5 • 8 cm. This is achieved by the use of curd mills, of which there are a number of types. Most operate by using a rotating cutting tool, which cuts the curd mass in two directions using a blade and a comb. Prevention of fine particle generation is an important feature of the design. For stirred curd varieties, where little curd fusion has occurred, the mill still operates to break up any lumps that have formed. The mill is located at the base of the tower in a cheddaring tower system, or at the end of a conveyor belt in the more common belt systems.
Dry-salting and mellowing
APV cheddaring tower, with guillotine and mill at base. Courtesy of Invensys APV, UK.
Salting the curds is a vital part of the cheesemaking process. Salt has very important roles in flavour enhancement and in the control of microbiology, final cheese pH and moisture content. A detailed discussion on salting is given in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. Critical factors include the application of the correct ratio of salt to
APV Cheddarmaster belt system. Courtesy of NZMP Whareroa, New Zealand. (See Colour plate 2.)
34
General Aspects of Cheese Technology
Scherping cheese curd draining conveyor. Courtesy of Scherping Systems, USA.
curd, even uptake of the salt and controlled loss of moisture. The level of salt required will vary according to the type of cheese being manufactured. There are two components to the salting p r o c e s s - the application of the salt (salting) and the subsequent mixing, uptake and associated moisture loss (mellowing). There has been a range of equipment designs to achieve satisfactory salting, with variable success. Simpler styles have included belt systems in which the quantity of curd being conveyed is measured by means of a fork sensing curd depth, with dry salt then being air-conveyed and distributed across the belt by a reciprocating boom. The quantity of salt is varied in proportion to the curd flow and is metered by a funnel and salt wheel device in a dry area of the plant. Better control can be achieved by using load cells on the belt to weigh the curd flow. Twin-salting booms are another alternative, each applying a proportion of the salt. A widely used system is the trommel or drum salter, in which the curd flow is directed over a weighing belt and then into a rotating drum into which the salt stream is directed. This provides accurate measurement and good mixing. However, if this system is to be used in conjunction with a belt plant, the curds must be conveyed from the belt to the salter and returned to the next belt. An example of such a system is shown in Fig. 12. A variation on this concept involves the use of an auger conveyor instead of the rotating drum to provide mixing of the salt and curds, as they are conveyed back onto the mellowing belt.
The mellowing belt provides a holding time of 10-20 min to allow the applied dry salt to be mixed, dissolved and absorbed by the curd, at the same time as moisture is expelled. The belts are equipped with peg stirrers to encourage mixing and moisture loss, and they are also enclosed to maintain temperature. An alternative to the belt system is the use of finishing/sahing vats or tables, which are suitable for stirredcurd varieties. In these, the curds/whey mixture is pumped from the vat into these batch tanks, which allow whey drainage, holding time and pH drop, salt addition and mellowing, all in one vessel. An example is the Damrow enclosed finishing vat shown in Fig. 13.
Pressing~block formation- general discussion This process is common to most cheese varieties, exceptions being particulate cheeses such as Cottage cheese. Block formation involves the conversion of granular, particulate curd into a solid block of cheese. The degree of compression required and the techniques used vary according to the cheese type. For example, close-textured hard cheeses such as Cheddar require the application of considerable pressure and air removal to form appropriate blocks. Other varieties, such as Blue cheese, require little compression and pressure in order to produce an open texture enabling air penetration and mould growth. Varieties such as Gouda and Edam require preliminary block formation while submerged in the whey prior to further compression. A vital component of block formation during the history of cheesemaking has been the cheese hoop or
General Aspects of Cheese Technology 35
Figure 12 Trommel salting system. Courtesy of NZMP Edendale, New Zealand. (See Colour plate 3.) mould. Although its use has been superseded by blockformers in the large-scale production of dry-salted cheese, it is still a vital component of many other plants and also small-scale dry-salt plants. The cheese hoop or mould is a specialised container designed to hold and form the curd into the desired shape, permitting the further loss of whey and the application of pressure and vacuum, if so desired. The moulds were made originally of wood, with the inner shape being that of the final cheese. They were cylindrical or rectangular and had holes drilled through the sides, base and lid to permit whey drainage. They were often lined with cloth (hence the term cheesecloth) to provide a porous barrier between the curd and the walls to allow whey drainage. An early option was the use of metal, especially for rectangular blocks, and the use of telescopic lids and bases to permit compression of the blocks under applied external pressure. This system is still in use for small-scale operations, with stainless-steel moulds and synthetic cloths providing improved hygiene. A major technological development has been the introduction of plastic moulds. These may range from a simple plastic or metal tube with appropriate perforations, for a variety such as Camembert, to which no external pressure is applied, to a highly sophisticated micro-perforated, grooved, muhi-mould for Gouda. This technology has eliminated the need for cheesecloths, as drainage is via the grooves and the micro-porous holes. Hygiene is
maintained through an appropriate cleaning process, which may include ultrasonics. The desired cheese surface effect may be achieved by selecting an appropriate surface grooving. A major recent advance has been the introduction of welded plastic moulds, eliminating the use of metal screws as in earlier types. The Dutch company, Laude bv, has been at the forefront of developments in this field, and examples of its products are shown in Fig. 14. The appropriate pressing regime to be applied to the curd contained in the mould depends on the cheese type and is discussed separately. There is a risk in the application of too much pressure initially, which results in surface closure and poor subsequent whey removal.
Pressing/blockforming of dry-salted cheese For dry-salted cheeses, the next stage of the process is the conversion of the salted chips of curd into a solid block. The traditional process involved the use of hoops or moulds into which the curd was weighed and then compressed, often overnight, by externally applied pressure using hydraulic rams, commonly in horizontal gang presses. This system is still in use in small-scale plants, and developments in this area are discussed in more detail under brine-salted cheeses. The universal system adopted in large-scale dry-sah plants involves the use of blockformers, of which there are a number of varieties. Wincanton Engineering in the UK patented the original development over 25 years ago.
36
General Aspects of Cheese Technology
Damrow enclosed finishing vat. Courtesy of Damrow Inc., USA.
Plant capacity requirements usually mean that several blockformers are necessary and it is therefore important for reasons of product uniformity that an even feed is supplied to each blockformer. This may be achieved by using devices such as curd distribution tanks, which provide mixing of the curd from the mellowing belt and even distribution of the curd to the suction tubes feeding the blockformers. An example of these is shown in Fig. 15. All blockforming towers operate on a similar principle of using vacuum to draw curd into the top of the tower. The curd column is then subjected to further vacuum as it progresses down the tower. The internal side walls are perforated to facilitate whey and air removal, and the height of the towers (6-9.5 m) provides compression by gravity. As the curd travels down the tower, it is converted from individual curd par-
ticles into a fused column. This is discharged at the base via a guillotine arrangement, which produces blocks of cheese of a uniform shape and weight, typically 18-20 kg. The operation of the tower is illustrated in Fig. 16. The typical residence time in the towers is 30 min. Weight control is effected by adjustments to the platform height in the guillotine section. All the major equipment suppliers produce blockformers with variations in detail. Some of the more recent developments include extending the height to increase capacity and the provision of two different vacuum stages, as in the Tetra TwinVac Blockformer | This permits the use of a higher vacuum in the lower column, which is effectively separated from the upper column by a plug of curd, permiting the use of a lower transport vacuum in the upper section and a higher throughput.
General Aspects of Cheese Technology
37
Laude block mould. Courtesy of Laude by, The Netherlands. (See Colour plate 4.)
There are a number of variations of blockformers, producing differently shaped and sized blocks from 10-kg cylinders to 290-kg blocks. The type used depends on the product's end-use. A recent innovation by Cryovac | has been the introduction of bag loaders at the base of the towers, which automatically fit cheese bags to the discharge channels to receive the cheese blocks from the tower. The same company also supplies gusset stretchers to help present the bagged cheese in the appropriate form to the vacuum-sealing device. This equipment has removed another repetitive manual operation from the process. An example of blockformers fitted with bag presenters is shown in Fig. 17. The packing of the cheese is important as it plays a role during curing and storage, in the final cheese shape and appearance and in protection from the environment. The formed cheese blocks are discharged from the pressing towers into muhi-layered plastic bags. These are conveyed to a vacuum-sealing chamber where air is removed from the bag which is heatsealed. The gas and water permeability properties of the bag and the level of vacuum applied vary according to the cheese type. Prevention of moisture loss and prevention of mould growth are key factors for Cheddartype cheeses. The curd is still warm (typically 33 ~ as it exits the blockformers and is quite plastic. Therefore, the vacuum-sealed block requires the support of a carton
while cooling to maintain its desired shape and finish. Cartoning operations are normally fully automated with a variety of carton styles in use, ranging from a shoebox style with a separate base and lid to a wraparound one-piece type.
Ripening and storage This is a highly complex topic, which is the subject of several other chapters in this book (see 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese during Ripening', 'Sensory Character of Cheese and its Evaluation' and 'Instrumental Techniques', Volume 1). Cheese is essentially a complex matrix of protein, fat and carbohydrate, containing a range of enzymes and microorganisms. Their activities produce the changes that convert the young or green cheese into the desired final product, primarily through proteolysis, lipolysis and glycolysis. The primary objective of the cheesemaking process is to produce a material with the desired characteristics for ongoing changes during curing and storage. Factors such as salt content, pH and moisture content are of critical importance. The primary controllable factors after the young cheese has been made are the time and the temperature of storage. During ripening, changes in flavour and texture
38
General Aspects of Cheese Technology
which 40 or more blocks are stacked and shrinkwrapped. This format is suitable if the cheese is to be used for manufacture into processed cheese. Alternatively, the cheeses in cartons may be stacked on a pallet, or the cheeses in carton bases may be placed in bulk bins. These are strapped and tension is applied to help maintain shape and finish. This format is suitable for cheese intended for the precutting trade, where the large blocks are cut and repacked into consumer packs. Robots are normally used for these assembly operations. A typical assembly is shown in Fig. 19.
Ripening (curing). This involves the transfer of the palletised product to controlled-temperature storage rooms where the pallets are assembled onto racks. Typical temperatures are 8-10 ~ for a period of 35 days or so. Temperature and time after this stage will depend on the desired end-use for the product. For example, if a more rapid maturation is required, the temperature may be elevated to 15 ~ for 1 month. If a slower rate is required, a temperature of 2 ~ may be used. Once the desired degree of ripening has been achieved, the product is transferred to reducedtemperature storage to reduce the rate of further change. Storage. In this stage, the objective is for minimal change in product characteristics with time. This is achieved primarily through controlling the temperature. Freezing of the product is an option if the enduse for the product is processed cheese. Curd distribution tank. Courtesy of NZMP Stirling, New Zealand. (See Colour plate 5.)
occur. From a technological point of view, several stages can be identified- initial cooling, curing or ripening and controlled storage. The particular regime used depends on the cheese type and its intended use. Initial cooling of dry-salted cheese. This serves two
purposes. Firstly, a reduction in the temperature of the cheese curd causes the fat to solidify and the cheese to become firm and maintain its shape. Secondly, a sharp drop in temperature prevents the rapid growth of undesirable non-starter lactic acid bacteria, which could otherwise use residual lactose and produce undesirable gas and flavour defects. A reduction in temperature to 16 ~ within 12-16 h of manufacture is achieved by the use of open-rack stacking of the cheese blocks, which are then conveyed into a blast chiller, using air at 2-8 ~ Openrack stacking is necessary to permit good air flow and heat transfer. The rapid chillers operate on a first-in/firstout basis. An example is shown in Fig. 18. Following the rapid cooling operation, the cheeses are stacked into the form required for their long-term curing and storage. This may be a cartonless pallet on
Despatch The process described thus far is for the production of bulk blocks of cheese, typically weighing 20 kg. This product has many end-uses, such as an ingredient for many food products that contain cheese, conversion to grated cheese or processed cheese or cutting as natural cheese into consumer-size blocks. The uses of cheese as a food ingredient and as processed cheese are the subject of separate chapters ('Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', 'Cheese as an Ingredient', Volume 2). The preparation and packaging of cheese for domestic consumers involves the use of a wide range of sophisticated equipment and packaging technologies, the detail of which is beyond the scope of this chapter. Typical steps involve cutting the cheese blocks into the appropriately sized smaller blocks, followed by packaging in appropriate laminated material, under either vacuum or a modified atmosphere. Post vat stages - hard/semi-hard brine-salted types
Post vat processing of the cheese curd differs considerably for cheeses that are essentially formed into their final block shape on leaving the vat, as these generally require
General Aspects of Cheese Technology
Blockformer operating principles. Courtesy of Tetra Pak, Sweden.
Blockformers with bag presenters. Courtesy of NZMP Edendale, New Zealand. (See Colour plate 6.)
39
40
General Aspects of Cheese Technology
Dewheying For many varieties, partial whey removal occurs during the vat stage of processing, when the agitators are stopped for a period, allowing the curds to sink, and a whey-removal screen is lowered into the vat and the required amount of whey is drawn off. This is replaced by hot water, which serves to cook the vat contents and also to dilute the lactose and lactic acid content of the remaining whey. Further whey may be removed in the same way before the curds/whey mixture is pumped from the vat.
Pre-pressing
Rapid cooling tunnel. Courtesy of NZMP Hautapu, New Zealand. (See Colour plate 7.)
immersion in brine to achieve salt uptake. There are also processing differences depending on whether the cheeses are hard/semi-hard or soft and possibly mould-ripened. These differences are summarised in Fig. 1.
The presence of eyes or holes in the cheese is an important characteristic of several major cheese types, such as Gouda, Edam and Emmental. An important feature of the curd block formed for such cheese is the absence of air from within the block, and instead the presence of microscopic wheyfilled cavities in which micro-organisms can grow and produce gas, in particular CO2, which can ultimately form the characteristic round eyes (Martley and Crow, 1996; Kosikowski and Mistry, 1997). For the appropriate curd characteristics, the curds are formed into blocks below the surface of the whey prior to curds/whey separation, in contrast to the procedure with dry-sahed cheeses such as Cheddar. This process is known as pre-pressing. As block formation occurs prior to salting, an alternative salting technique, brine salting, also becomes necessary. To reduce the volume of material to be handled during block formation, some whey is removed using the vat sieve or strainer prior to pumping out the curds/whey
Robot stacking of cheese blocks. Courtesy of NZMP Hautapu, New Zealand. (See Colour plate 8.)
General Aspects of Cheese Technology
mixture to the pressing stage. An early development of a mechanised system to achieve the objective of pressing under the whey involved the use of prepressing vats, as illustrated in Fig. 20. The curds/whey mixture is pumped into a rectangular vat, and perforated metal or plastic plates are placed above the vat contents, and then lowered below the whey to the curd layer, which is supported by a woven plastic belt at the base of the vat. This layer is then compressed by the application of hydraulic pressure to the plates and a solid curd mass is formed. The whey is then removed, and the curd layer is conveyed from the base of the vat through the now-open end and is cut into appropriately sized curd blocks by cutting tools prior to being placed in moulds for further pressing and formation. More advanced systems use a semi-continuous prepressing blockforming system of which the Casomatic | equipment produced by Tetra Pak Tebel is a widely used example. A diagram illustrating the working principles is shown in Fig. 21. Buffer tanks are used to store the curds/whey mixture pumped from the cheese vat; they are essential to provide an evenly mixed feed to the pressing system. The curds/whey mixture in the ratio of about 1:4 is then pumped to the top of the column, which is about 3 m in height, with a total unit height of 5.5 m. The column is filled and the curds settle below the whey to a height of about 2 m. Whey is removed from the column via three whey drainage bands; a controlled rate of removal is
41
critical for the formation of a block of the correct density at the base of the column. The curd block is formed in a dosing chamber and is cut from the column above by means of a guillotine. The dosing chamber then moves forward and discharges the formed block into a mould or hoop for further pressing and formation. Several variations using the same operating principle are available to produce blocks of various shapes and sizes from 1 to 20 kg, with discharge of multiple blocks from one column being possible. Exchangeable perforated drainage columns within a common jacket can be used, as in the Casomatic | MC model. Cheese types with irregular holes or eyes, also known as granular, e.g., Parmesan, can also be handled using equipment such as the Casomatic | Pressing under the whey is not required, and curds/whey separation can be achieved by the use of rotating sieves or strainers placed above the columns, discharging curd into the column for initial block formation.
Pressing Having formed the curd into the final cheese block by moulding in the pre-pressing stage, further pressing of the block is necessary. This provides a further period for ongoing acid development and pH and texture change, and assists final whey expulsion, shape formation and also surface texture for subsequent rind formation, where appropriate. Simple vertical pressing systems are suitable for small-scale operation, where the cheese moulds are loaded into
Pre-pressing vat. 1. Pre-pressing vat, 2. Curd distributors or CIP nozzle (2a), 3. Unloading device, 4. Conveyor. Courtesy of Tetra Pak, Sweden.
42
General Aspects of Cheese Technology
programme. Again, simultaneous loading and unloading of the pressing bays are practised. An example of a conveyor pressing system is shown in Fig. 23. Pressing times and pressures vary with the cheese variety and block size. It is important that there is a gradual increase in pressure, as the application of too much pressure at the start can cause closure of the surface and prevent whey removal. A typical programme for 10 kg Gouda cheese is 1 bar (0.1 MPa) for 20 min, followed by 2 bar for 40 min. For cheeses such as Emmental where blocks of 30-100 kg are common, a specialised system has been developed by Tetra Pak Tebel; it incorporates a specialised mould-filling system that can also incorporate pressing, with a further external press equipped with inverting facilities to help improve cheese quality and uniformity. Another automated system for blocks up to 700 kg is available. Once the required pressing operation has been completed and the desired pH drop has been achieved, the cheese blocks are removed from the moulds and are conveyed to the next stage of brining. The used moulds and lids are returned to the system via a cleaning process.
Brining
Casomatic operating principles. 1. Curd/whey mixture inlet, 2. Column with sight glass, 3. Perforated whey discharge, 4. Interceptor, 5. Whey balance tank, 6. Cutting and discharge system, 7. Mould, 8. Pawl conveyor, 9. Whey collecting chute. Courtesy of Tetra Pak, Sweden.
the press and the appropriate pressure regime is applied by lowering hydraulic rams. For larger-scale operations, trolley presses, tunnel presses or conveyor presses are used. With trolley presses, the cheese moulds are placed on a trolley, which is then fed into a tunnel equipped with a series of individual vertical rams. These are subsequently lowered to apply the appropriate pressure to the batch of cheese. Automatically fed tunnel presses operate by automatically loading cheese into the tunnel, followed by the pressing programme for the whole batch. Simultaneous loading and unloading is possible. An example is the APV SaniPress system shown in Fig. 22. The conveyor press is another option, with the cheese moulds being loaded onto a conveyor system, where the blocks are assembled into groups. Each block or pair of blocks has an individual hydraulic ram and each group has its own individual pressing
Cheeses that have been formed into blocks under the whey cannot be salted prior to moulding and pressing. The application of dry salt to the cheese surface is one technique that is used for some cheeses, such as Blue, but for many cheeses brine-salting is simpler, provides greater uniformity and is less labour-intensive. Many cheeses that have traditionally been made using brinesalting can in fact be made using the simpler and cheaper dry-salting technology described already for Cheddar-type cheeses. However, eye development is not usually attempted, with the major objective being to produce the appropriate typical flavour and texture. As already mentioned, there is a detailed discussion of salting in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. Brine-salting basically involves the immersion of the cheese block into a brine bath. The brine is a solution about 19-21%, w/w, of NaC1. It should also contain an appropriate level of CaC12, e.g., 0.2%, w/w, to prevent leaching of calcium from the cheese. Its pH should be close to the cheese pH (typically 5.2-5.3) and its temperature should be 10-14 ~ As the brine is used, its salt concentration must be maintained as salt moves into the cheese and water/whey moves out, causing dilution. Also, the brine will become contaminated with cheese particles, whey proteins and undesirable bacteria. Filtration (including membrane filtration), centrifugal clarification and pasteurisation can be used to maintain brine quality. If properly cared
General Aspects of Cheese Technology
43
APV SaniPress tunnel pressing system. Courtesy of Invensys APV, UK. (See Colour plate 9.)
for, the same brine can be used for many years (Bylund, 1995b; Kristensen, 1999). The time required for adequate salt uptake in the brine depends on the size of the cheese block and the
desired final salt level. For example, a small 250 g Camembert may require only a few hours, whereas a 10 kg Gouda may require 2 days. Brining systems can be a simple tank in which the cheese is placed once it has
Conveyor pressing system, with Casomatics in foreground. Courtesy of NZMP Lichfield, New Zealand. (See Colour plate 10.)
44
General Aspects of Cheese Technology
been removed from its mould. Alternatively, a more continuous system, known as the serpentine or surface brining system, may be used, where the cheeses are floated in brine channels to holding pens for the required period. As the surface of the cheese is above the brine, periodic spraying of the surface with brine or forced dipping of the cheese below the surface is required to achieve even salt uptake. Another option for brine application is the TrayBrine System from APV (Fig. 24). Here, the cheeses are placed on plastic trays, which are stacked and connected to a brine distribution system. The brine flows down over the cheese surface, is recirculated for the required period and is then recovered. A common method of brining for large-scale operations is the deep brining technique, where the cheeses are floated onto shelves on racks which are then progressively submerged below the brine surface. Ideally, the racks should be emptied and the loading sequence reversed midway through the brining process to ensure the first-in/firstout principle for consistent salt uptake. An example of a deep brining system is shown in Fig. 25. In addition to the vital effect of providing salt uptake for control of the microbiology and flavour of the cheese, brining also provides a rapid cooling effect,
reducing the cheese temperature to a value close to that of the brine within several hours. This helps control the growth of undesirable bacteria in a similar fashion to the rapid cooling step used in Cheddar production.
Ripening Once the cheese has been brined for the required period, it is floated to the discharge point and removed from the brine via a conveyor. Its surface may be rinsed with a brine solution to remove any foreign matter and is then air-dried with a blower or air knife. Thereafter, packing and curing depend on the intended market. Rindless cheeses, which are very commonly produced for bulk markets, especially if they are to be used subsequently as ingredients, are packed into appropriate laminated plastics bags under vacuum. They are then put into cartons and are stacked on pallets and transported to the appropriate curing and storage conditions. If eye development is required, several stages of temperature change will be used, e.g., for Emmental, 3-4 weeks at 10 ~ followed by 6-7 weeks at 22-25 ~ for eye development, and storage/curing at 8 ~ for several months. For Gouda, conditions may be several weeks at 10-12 ~ followed
APV tray brining system. Courtesy of Invensys APV, UK. (See Colour plate 11 .)
General Aspects of Cheese Technology
45
Deep brining system. Courtesy of NZMP Lichfield, New Zealand. (See Colour plate 12.)
by 3-4 weeks at 12-18 ~ followed by several months at 10-12 ~ (Bylund, 1995b). If eye development is desired, as gas production is necessary, appropriately permeable laminated bags must be used to permit gas transport. If rinded cheeses are being produced, control of the humidity in the curing rooms is important (usually about 85-90%) to prevent undue moisture loss. Coloured wax coatings may also be applied to provide protection for the cheese. Some varieties, such as Parmesan and Emmental, require frequent turning during curing to maintain the desired shape. Mechanised systems, such as revolving shelf rails, are available for all the material-handling operations such as inversion of the final cheeses. As already discussed under Cheddar types, curing and maturation are a combination of time and temperature conditions, with the additional influence of humidity for cheeses that are not packed in plastic film.
Despatch The cheeses have the same multiple end-uses as already described for dry-salted varieties. However, as the brinesalting system tends to be more expensive, these products are more typically directed at the retail consumer market, requiring appropriate cutting and packaging. Post vat stages - brine-salted, soft mould-ripened
Cheeses such as Camembert and Blue fall into this category. Technological advances and automation have been applied to these varieties and ultrafiltration has had a major impact, as numerous advantages, includ-
ing yield improvement, can be obtained. The use of ultrafiltration is discussed in detail in 'Application of Membrane Separation Technology to Cheese Production', Volume 1. Discussion of these cheeses commences at the vat stage in Fig. 1. Uniformity of milk, starter and coagulant activity are of critical importance for the uniformity of syneresis, which is essential for these varieties (Pointurier and Law, 2001). The normal operations of coagulation, cutting, stirring and acid development occur in the vat. The milk entering the vat may have been pre-ripened with starter culture and is likely to include the mould spores for later development. However, because of the high moisture content, which changes rapidly with time due to syneresis, it is not practical or desirable to use large vats for the production of Camembert types, in particular, as the curd composition of the material first being discharged would be very different from that discharged 30 min later. Hence, curd formation in small vats of up to 300 1 is necessary, so that the contents may be discharged rapidly into multi-moulds where curds/whey separation (dewheying) occurs. This is combined with moulding and may be done by tipping the vats directly into the moulds or by using a specialised portioning system such as the APV Contifiller, illustrated in Fig. 26. Also illustrated here is the use of multiple small vats on a semi-automated line and handling systems for the filled moulds. The batch-continuous production system is necessary to obtain a uniform fill of curds/whey mixture into the moulds, as this is the determinant of the final cheese size and weight.
46
General Aspects of Cheese Technology
1. Curdmaking 2. Curd draining and filling 3. Stacking of mould batteries (A) and trays (B) 4. Turning of mould stacks
5. Acidification lines 6. Destacking 7. Transfer/turning of cheese from mould batteries to trays
8. Transport to climate room (A) and from brining (B) 9. Turning/emptying 10. Washing of mould batteries (A) and trays (B)
Process line for soft cheese with Contifiller. Courtesy of Invensys APV, UK.
The development of various systems, such as the ~11Pril'l,.., ,.,,..~.l~ nar"s ruP' 'c' ~c l~ i~ APcrrihPA i n m n r ~ , ,..,,..,.,.,.rlPtailhyu R p r l r a n r - ] (1987) and Pointurier and Law (2001). Some earlier systems include the use of micro-pans, which produce just enough curd for one mould. The Alpma continuous coagulator, already described in the vat stage section under continuous processes, has special application for these soft cheeses, being effectively a continuous series of small vats. The multi-moulds used to form the cheese may be in two sections to provide sufficient volume for the initial fill. The upper layer can be removed once initial block formation has occurred. The filled moulds can be stacked automatically and conveyed to the initial ripening rooms for further acid development, followed by brining in tanks for about 30 min, and then ripening for about 10 days in high humidity rooms for mould development. Frequent turning of the cheese is necessary during the first few days to ensure even block formation. This can be automated in larger plants. Final wrapping is done in air-permeable material and despatch follows. Variations such as dry-salting the cheese by surface application, may be used for Blue cheese. A feature of these mould-ripened cheeses is that a very open texture may be necessary to allow oxygen penetration for mould growth. Hence the cheeses are
not pressed by the application of any external pressurei11~t
J ""
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ir
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internal mould growth is desired, the passage of air is facilitated by spiking holes through the cheese with special needles. Smear-ripened cheeses are another type within both the semi-hard and the soft categories. The key process is the application and growth of a smear culture, predominantly Brevibacterium linens, on the surface of the cheese during ripening. Various mechanised brushing systems are available for smear application, which is usually repeated several times during ripening, where control of humidity and temperature is critical. Post vat stages - fresh cheeses
Cottage cheese falls into the soft/fresh category but is unusual in that the final product consists of curd particles packed in the final container with the appropriate dressing. Specialised equipment has been developed to mechanise and automate the production of this highly popular product. An example of this equipment is the O-vat by Tetra Pak Tebel. Quark, cream cheese and similar products also fit here but their manufacture is very different and is not described in detail (see 'Acid- and Acid/Rennet
General Aspects of Cheese Technology
Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese, Part C Acidheat Coagulated Cheeses', Volume 2). Following the formation of the coagulum in special ripening vats, the whey is separated using a specially designed centrifugal separator. The product is then blended with appropriate additional components, e.g., cream, and then filled directly into the final container. Post vat stages- pasta filata
Pasta-filata
cheeses are those varieties for which the curd has been worked or stretched and moulded at an elevated temperature before cooling. This process imparts a unique and characteristic fibrous structure that influences both the ripening and the functional profiles of the final cheese. Mozzarella is probably the best known of the Pastafilata cheeses, which are mainly Italian in origin. However, the category also includes cheeses such as Provolone, Scamorza, Caciocavallo, Kashkaval and Pizza cheese. Composition, particularly moisture level, and fresh versus ripened textures are characteristics that define the various varieties. The increase in popularity of the pizza in its various forms (from the thin-based traditional Italian pizza, with few or no toppings except Mozzarella and cooked in a wood-fired oven, to the American-style thick pan-based pizza, with a myriad of toppings and cooked rapidly in an impinge> type oven) has focussed attention on low-moisture Mozzarella or Pizza cheese (see 'Pasta-Filata Cheeses', Volume 2). del Prato (2001) discusses the various varieties of Pasta-filata cheeses and the traditional processes and purpose-built equipment to make them. However, another manufacturing option is to use existing equipment and to add on a cooker/stretcher and a cooling operation at the end of the curdmaking stage of the existing process. This has been the case in the development of New Zealand's Mozzarella industry. New Zealand produces only low-moisture part-skim (LMPS) Mozzarella and has adapted its Mozzarella-make procedure so that the existing Cheddar vats and curd-handling and cheddaring systems can be used to produce Mozzarella curd for stretching and subsequent cooling. Hence, the Pasta-filata process is included as a branch of the dry-salt Cheddar-type process in Fig. 1. Dry-salting can also partially or completely replace brining. Equipment designed to perform the stretching operation incorporates two essential components: cooking and stretching (the mechanical treatment of the curd following cooking). The cooking phase is where the Pasta-filata curd is transferred to the hot water section of a cooker/stretcher.
47
At this point, the curd is immersed, heated and worked by single- or twin-screw augers. The temperature of the water is determined by the temperature of the curd entering the stretcher, the curd flow rate and the target temperature of the cooked curd. Typical water temperature varies between 60 and 75 ~ with the cooked curd temperature varying between 55 and 65 ~ The mechanical treatment of the cooked curd influences the final cheese structure, composition and functionality. Moisture can be expelled or further incorporated. Salt and other ingredients can also be added at this point. Mechanical treatment or mechanical conditioning of the cooked curd is usually achieved by further working by single- or twin-screw augers or by 'dipping' arms in a relatively moisturefree environment. Following mechanical working, the curd may be extruded into a mould and immersed in chilled brine for cooling and salt uptake. Packaging and despatch follow, with shredding being a common option for pizza use. Almac s.r.l., Modena, Italy, Stainless Steel Fabricating, Wisconsin, USA and Construzioni Meccaniche E Technologia S.p.A (CMT), Italy, are examples of companies that manufacture a range of Pasta-filata processing equipment, including cooker/stretchers. Their equipment is described in the following sections. A l m a c s.r.L
Almac s.r.1, has been producing systems for making Pasta-filata cheese since the 1980s. They manufacture essentially three standard systems: for the production of high-moisture Mozzarella, for the production of Pizza cheese (low-moisture Mozzarella) and for the production of the ripened Pasta-filata cheeses (Provolone, Kashkaval and Kasseri). Turnkey design starts at curd draining and each system includes cheddaring (curd ripening), cooking/stretching, moulding and cooling (including pre-hardening and hardening), brining and packaging. Almac s.r.1, has an extensive range of cooker/stretchers with various capacities, built to handle a range of curd textures, depending on the type of Pasta-filata cheese to be made. An example is shown in Fig. 27. All the larger capacity cooker/stretchers use twin screws to convey the cut curd through the cooking section and all use the 'dipping arm' technology to condition the curd following cooking. All product contact surfaces are coated with a non-stick agent. A minimum quantity of water is used during the cooking phase to ensure high yields. Almac s.r.1, supplies Mozzarella cooker/stretchers to customers throughout Italy, other European countries and to Australia, Canada, Iran, Ecuador, Argentina, Brazil, the USA, Venezuela and Eygpt.
48
General Aspects of Cheese Technology
Almac cooker/stretcher. Courtesy of Almac, Italy. (See Colour plate 13.)
Stainless Steel Fabricating, Inc. qt.inloqq
qtool Fnhrirntino
(qqF)
is characterised by the fibrous nature of its texture and ,lqn
rn~Inllf~IrtllrOq
equipment for producing mainly low-moisture Mozzarella (American Pizza cheese) and Provolone. Stainless Steel Fabricating can provide cooker/stretchers, moulders and chilling-brining systems. It is a family-owned business, operating for the last 35 years and supplying Mozzarella equipment to Mozzarella manufacturers in North America, South America, Europe, Asia, Africa, Australia and New Zealand. Five models, ranging in capacity from <113 k g ~ (<250 lbs/h) to 9080 kg/h (20000 lbs/h) make up SSF's SUPREME cooker/stretcher range. An example is shown in Fig. 28. In contrast to the Almac design, SSF cooker/stretcher models use inclined twin augers to cook and condition the Pasta-filata curd. At the base of the incline, curd is cooked in circulating hot water. Curd conditioning takes place at the top of the incline, where the cooking water is encouraged to drain back to the base of the incline. Stainless Steel Fabricating also manufactures a range of moulders with capacities up to 1816 kg/h (4000 lbs/h) depending on the size of the mould. In addition, SSF produces an extruder for String cheese production. String cheese, which is essentially a thin stick of Mozzarella, is a popular snack food in the US and is used by some pizza makers, such as Pizza Hut, to fill the crusts of their 'stuffed-crust' pizzas. Each stick
m,~ro .......
r
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)'
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fibres. Using the SSF extruder, a ropes of Mozzarella is formed. The varied by adjusting the location which is activated by an electronic models of the automatic string ropes up to 3 m in length.
nf
thP nrntt~in t
series of continuous length of stick can be of the string cutter, sensing device. Other cutters can produce
Construzioni Meccaniche E Technologia S.p.A. (CMT) Construzioni Meccaniche E Technologia S.p.A., like Almac, is an Italian-based company and also produces a range of Mozzarella equipment including cooker/stretchers for customers similar to those supplied by Almac. As with SSF, CMT also produces equipment to make String cheese (Fig. 29). However, in the CMT machine, the String cheese is moulded rather than extruded. Construzioni Meccaniche E Technologia S.p.A. claims certain advantages, including the same fibrous structures as those obtained by extrusion but also more consistent weight and dimension control.
Cheesemaking is a centuries-old process that has developed from an art to a science as the demand for the product and the scale of production have increased. Conversion from a cottage industry to the
General Aspects of Cheese Technology
49
SSF cooker/stretcher. Courtesy of Stainless Steel Fabricating, Inc., USA. (See Colour plate 14.)
highly complex automated factories in use today has demanded major developments in technology. There have been many ingenious approaches to the technology requirements and the consumer has benefited from having very consistent, safe, nutritious and palat-
able products. Further technological developments will occur as our understanding of cheese increases and our ability to fractionate milk to its various components and reassemble them into desired products increases.
CMT String cheese moulder. Courtesy of Construzioni Meccaniche E Technologia, Italy. (See Colour plate 15.)
50
General Aspects of Cheese Technology
The authors are grateful to Tetra Pak AB, Sweden, for permission to use illustrations from the Dairy Processing Handbook and other sales literature. The following are also gratefully thanked for the supply and the use of technical sales information: Almac s.r.l., Italy; Alpma GmbH, Germany; Construzioni Meccaniche E Technologia S.p.A., Italy; Damrow Inc., USA; Hivolt Services Ltd, New Zealand; Invensys APV Ltd, Denmark, UK and New Zealand; Laude bv, The Netherlands; Scherping Systems, USA; Stainless Steel Fabricating, Inc., USA; Stoelting Inc., USA; Tetra Pak (New Zealand) Ltd; Tetra Pak Tebel bv, The Netherlands. Permission to use photographs from numerous sites of NZMP Ltd, New Zealand, is gratefully acknowledged, as is the assistance given by E Jeffery from Massey University, Palmeston North, New Zealand, with the preparation of the figures.
Bertrand, F. (1987). The main steps in manufacture, in, Cheesemaking, Science and Technology, 2nd edn, Eck, A., ed., Technique et Documentation-Lavoisier, France. pp. 413-443. Bylund, G. (1995a). Collection and reception of milk, in, Dairy Processing Handbook, Tetra Pak Processing Systems, Sweden. pp. 65-71. Byiund, G. (1995b). Cheese, in, Dairy Processing Handbook, Tetra Pak Processing Systems, Sweden. pp. 287-329. del Prato, O.S. (2001). Pasta Filata cheeses, in, Mechanisation and Automation in Dairy Technology, Tamime, A.Y. and Law, B.A., eds, Sheffield Academic Press, Sheffield. pp. 266-295. Heap, H.A. (1998). Optimising starter culture performance in New Zealand cheese plants. Aust. J. Dairy Technol. 53, 74-78. Jameson, G.W. (1987). Manufacture of Cheddar cheese from milk concentrated by ultrafiltration: the develop-
ment and evaluation of a process. Food Technol. Aust. 39, 560-564. Johnson, M. and Law, B.A. (1999). The origins, development and basic operations of cheesemaking technology, in, Technology of Cheesemaking, Law, B.A., ed., Sheffield Academic Press, Sheffield. pp. 1-32. Johnston, K.A., Dunlop, EE and Lawson, M.E (1991). Effects of speed and duration of cutting in mechanized Cheddar cheesemaking on curd particle size and yield. J. Dairy Res. 58, 345-354. Johnston, K.A., Luckman, M.S., Lilley, H.G. and Smale, B.M. (1998). Effect of various cutting and stirring conditions on curd particle size and losses of fat to the whey during Cheddar cheese manufacture in Ost vats. Int. Dairy J. 8, 281-288. Kosikowski, EV. and Mistry, V.V. (1997). Cheese with eyes, in, Cheese and Fermented Milk Foods, 3rd edn, EV. Kosikowski, LLC, Westport, CT. pp. 226-251. Kristensen, J.M.B. (1999). Salting of the cheese, in, Cheese Technology- A Northern European Approach, International Dairy Books, Aarhus, Denmark. pp. 137-139. Law, B.A. (2001). Cheddar cheese production, in, Mechanisation and Automation in Dairy Technology, Tamime, A.Y. and Law, B.A., eds, Sheffield Academic Press, Sheffield. pp. 204-224. Martley, EG. and Crow, V.L. (1996). Open texture in cheese: the contributions of gas production by microorganisms and cheese manufacturing practices. J. Dairy Res. 63, 489-507. Maubois, J.L. (2002). Membrane microfiltration: a tool for a new approach in dairy technology. Aust. J. Dairy Technol. 57, 92-96. McLeavey, L.J. (1995). Setting and Cutting of Curd in Scherping Cheese Vats. Diploma in Dairy Science Technology Thesis, Massey University, Palmerston North, New Zealand. Muir, D.D. and Tamime, A.Y. (2001). Liquid milk, in, Mechanisation and Automation in Dairy Technology, Tamime, A.Y. and Law, B.A., eds, Sheffield Academic Press, Sheffield. pp. 53-93. Pointurier, H. and Law, B.A. (2001). Soft fresh cheese and soft ripened cheese, in, Mechanisation and Automation in Dairy Technology, Tamime, A.Y. and Law, B.A., eds, Sheffield Academic Press, Sheffield. pp. 250-265.
Plate 1
Examples of cheese from the principal groups of Ottogalli (1998, 2000a,b, 2001)" see Table 7 for further details. (See page 13.)
Plate 2 APV Cheddarmaster belt system. Courtesy of NZMP Whareroa, New Zealand. (See page 33.)
Plate 3 Trommel salting system. Courtesy of NZMP Edendale, New Zealand. (See page 35.)
Plate 4
Laude block mould. Courtesy of Laude bv, The Netherlands. (See page 37.)
Plate 5
Curd distribution tank. Courtesy of NZMP Stirling, New Zealand. (See page 38.)
Plate 6
Blockformers with bag presenters. Courtesy of NZMP Edendale, New Zealand. (See page 39.)
Plate 7
Rapid cooling tunnel. Courtesy of NZMP Hautapu, New Zealand. (See page 40.)
Plate 8
Robot stacking of cheese blocks. Courtesy of NZMP Hautapu, New Zealand. (See page 40.)
Plate 10 Conveyor pressing system, with Casomatics in foreground. Courtesy of NZMP Lichfield, New Zealand. (See page 43.)
Plate 11 APV tray brining system. Courtesy of Invensys APV, UK. (See page 44.)
Plate 12 Deep brining system. Courtesy of NZMP Lichfield, New Zealand. (See page 45.)
Plate 13 Almac cooker/stretcher. Courtesy of Almac, Italy. (See page 48.)
Plate 14 SSF cooker/stretcher. Courtesy of Stainless Steel Fabricating, Inc., USA. (See page 49.)
Plate 15
CMT String cheese moulder. Courtesy of Construzioni Meccaniche E Technologia, Italy. (See page 49.)
Extra-Hard Varieties M. Gobbetti, Dipartimento di Protezione delle Piante e Microbiologia Applicata, Universit& di Bari, Bari, Italy
The various schemes proposed for the classification of cheeses (see 'Diversity of Cheese Varieties: an Overview', Volume 2) indicate that the description of extra-hard varieties is not always unequivocal. The FAO/WHO Codex Alimentarius defines as hard and extra-hard, those cheeses having values of moisture on fat-free basis (MFFB) and fat in dry matter (FDM) lower than 56% and higher than 45%, respectively. Davis (1965) proposed a classification of cheeses based primarily on moisture content and assigned values of 25-36% and <25% to hard and very-hard cheeses, respectively. Burkhalter (1981) used the same primary criterion but did not separate hard and extra-hard varieties, and characterised as hard cheeses those with a moisture content lower than 42%, further dividing them in subgroups based on the source of milk (e.g., cows', sheep's or goats' milk), texture and ripening agents. The temperature of cooking, low to high scald, the type of secondary microflora and the extent of chemical breakdown during ripening are other standards which have been used to differentiate cheeses within the hard and the extra-hard group (Walter and Hargrove, 1972). Davis (1965) proposed values for the classification of cheeses as hard, semi-hard and soft, based on viscosity, elasticity and springiness. A few preliminary considerations may, therefore, emerge: (i) the moisture content is probably the primary criterion by which extra-hard cheeses are differentiated; (ii) although based on the use of several standards, the distinction between hard and extra-hard varieties is not always well defined; (iii) extra-hard varieties are manufactured from cows', sheep's or goats' milk or their mixtures; and (iv) different names for the same or very similar cheeses are used in countries which are large producers of these types of cheese. The selection of extra-hard varieties is further complicated since a particular cheese may be consumed as an extra-hard variety but also after a shorter period of ripening, when the cheese is soft. This chapter will describe cheeses which, although sometimes consumed as a different category, are manufactured mainly as extra-hard varieties.
Most of the extra-hard varieties are produced in Italy. Some of them, like Parmigiano Reggiano, Grana Padano and Pecorino Romano, rank amongst the most famous international cheeses and have maintained their traditional features over time in spite of great changes in cheesemaking technology. Parmigiano Reggiano, Grana Padano, Asiago and Pecorino Romano are used traditionally as grated cheeses as flavouring for Italian 'pasta'. Swiss, Spanish, Russian, Balkan and nonEuropean extra-hard cheese varieties are also well known. Most of the European extra-hard varieties are produced under Protected Denominations of Origin (PDO). For instance, of the 979 060 tonnes of cheese produced in Italy in 2001, 441 360 tonnes were of cheeses which are legally designed by a PDO. Of the latter, 343 838 tonnes (c. 78%) were hard or extra-hard cheeses (Industria Lattiero-Casearia Italiana, 2002). Table 1 s h o w s the production of the more important hard and extra-hard Italian cheeses. Except for Fossa (pit) cheese, all other extra-hard Italian cheeses have PDO status. All these cheeses, with the exception of Grana Padano, Parmigiano Reggiano, Asiago, Montasio, Provolone and Ragusano, are, or may be, produced from ewes' milk alone or mixed with cows' milk. Most of the Italian cheeses made from ewes' milk are identified by the name 'Pecorino'.
The main chemical and technological features of the more representative extra-hard cheeses are shown in Tables 2 and 3, respectively. Nevertheless, the characterisation of some varieties is very poor and the related technological features are incomplete. Long-ripened pasta-filata cheeses, like Provolone and Ragusano, are described in 'Pasta-Filata Cheeses', Volume 2. The use of raw milk and natural thermophilic starters, cooking of the curd to a high temperature, long ripening, a very low moisture content and, generally, an ancient tradition are features common to most of the extrahard cheeses. Some of the main relevant technological traits of the more famous extra-hard varieties are described below.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
52
Extra-Hard Varieties
Production of the principal extra-hard Italian cheeses, 2001
Milk quantity,
Cheese production,
Cheese yield,
Cheese variety
Animal species
tonnes
tonnes
kg milk/kg cheese
Grana Padano Parmigiano Reggiano Asiago Montasio Pecorino Romano Pecorino Siciliano Pecorino Sardo Fiore Sardo Canestrato Pugliese Castelmagno
Cow Cow
2 057 054 1 554 793
138 080 108 425
14.90 14.34
Provolone Valpadana Ragusano Fossa
Cow Cow Sheep Sheep Sheep Sheep Sheep Cow/sheep and Goat Cow Cow Sheep/cow
2 16 051 8 66 865 2 22 458 38 340 3 708 5 040 1 001 690
22 91 35 7
611 578 310 100 600 700 180 65
9.56 9.47 6.30 5.40 6.18 7.20 5.56 10.55
2 23 000 90 975
21 400 10 150
10.42 9.0 6.50
Source: Industria Lattiero-Casearia Italiana 2002.
Italian cheeses
Parmigiano Reggiano Parmigiano Reggiano, also internationally known as Parmesan, is, together with Grana Padano, a 'Grana' cheese due to the granular texture of the ripened cheese. In addition to these, there are Grana Bagozzo and Grana Lodigiano which, because of their limited production, have practically disappeared from the market. Parmigiano Reggiano cheese is produced according
to a traditional and well-defined technology in a restricted area of the Pianura Padana. For the manufacture of Parmigiano Reggiano, feeding of the cows is regulated carefully: (i) the ratio between forage and other feeds must be -> 1 to limit the dry matter (DM) derived from feeds which are rich in starch and proteins" (ii) ->25% of the DM of the forage used must be produced on the same farm where the cheese is manufactured; ->75% of the DM of the forage used must be produced
Gross chemical composition of the principal extra-hard cheese varieties (average data)
Cheese
Moisture (%)
Total protein (Nx6.38) (%)
Fat(%)
Ash(%)
Soluble N/Total N (%)
Grana Padano Parmigiano Reggiano Asiago Montasio Pecorino Romano Pecorino Siciliano Pecorino Sardo Fiore Sardo Canestrato Pugliese Castel mag no Fossa Sbrinz Mah6n Manchego Roncal Idiazabal Kefalotyri
32.0 30.8 34.0 32.0 31.0 31.5 31.0 26.5 34.5 35.0 32.0 31.0 31.7 35.5 29.4 33.2 35.0
33.0 33.0 29.0 26.0 28.5 32.5 27.2 30.0 26.5 26.0 27.0 31.0 26.9 24.0 24.7 23.3 26.6
27.0 28.4 31.0 34.0 29.0 28.0 35.0 32.5 30.0 33.0 35.0 32.0 32.6 33.6 38.8 37.8 28.7
4.9 4.6 5.0 n.a. 8.5 n.a. n.a. n.a. n.a. 5.0 n.a. 5.0 6.8 4.6 4.8 4.0 3.9
34.0 32.0 28.5 26.5 22.5 26.5 24.0 25.5 30.0 26.5 32.0 31.5 31.1 25.9 26.2 29.0 24.5
n.a., data not available; From various sources.
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Extra-Hard Varieties
within the district where Parmigiano Reggiano is legally produced; -<25% of the DM of the forage used may be produced in territories adjacent to the district; (iii) the feeding of silage as fodder is not allowed to minimise the number of spore-forming, gas-producing, bacteria in the milk; also, the storage of silage on the same farm is prohibited. The use of additives, other than rennet and NaC1, for cheesemaking is prohibited. A mixture of milk from two consecutive milkings is used; evening milk is partially skimmed after overnight creaming at c. 20 ~ in special tanks, 'bacinelle' (capacity, 10-50 hi), which contain a shallow body of milk. A slight microbial acidification occurs during creaming. After that, the partially skimmed milk is mixed in a ratio 1:1 with the whole milk from the following morning's milking. The fat content of the milk for Parmigiano Reggiano is c. 2.4-2.5%. The natural whey cultures used as starters for Parmigiano Reggiano and Grana Padano are prepared from the whey from the previous cheesemaking, which is held in a temperature gradient (from c. 50 to c. 35 ~ for 24 h. The microbial composition of the natural starter is very complex, subject to environmental factors and dominated by thermophilic lactic acid bacteria (c. 109 cfu/ml) such as Lactobacillus helveticus, Lb. delbrueckii subsp, lactis, Lb. delbrueckii subsp, bulgaricus and Lb. fermentum. The ratio of obligately homofermentative to heterofermentative species is c. 10:1 or higher. A large amount of the natural whey culture, c. 3% (v/v), is added to the milk. The calf rennet used for Parmigiano Reggiano contains less than 3-4% pepsin, based on clotting activity. The curd cooking temperature ranges between 53 and 55 ~ and the time from rennet addition at 32-34 ~ to the end of cooking is 22-23 min. The vats used for the manufacture of Parmigiano Reggiano and Grana Padano cheeses have a capacity of 10-12 hl and, traditionally, have the shape of an inverted bell. From each vat, two cheeses, each weighing 35-37 kg after ripening, are produced. Parmigiano Reggiano is ripened for 20-24 months at c. 18 ~ and an environmental humidity of c. 85%. Parmigiano Reggiano and Grana Padano have a cylindrical shape with a diameter of 33-45 cm and a height of 18-25 cm. The cheeses have a very low moisture content (c. 30%), a typical compact texture, with or without many very small eyes, and melt in the mouth with a sweet flavour, which is the result of very slow ripening, during which proteolysis is the main biochemical event (Bottazzi, 1962; Consorzio del Formaggio Parmigiano Reggiano, 1989; Gobbetti and Di Cagno, 2002). Grana Padano Grana Padano cheese is manufactured in several provinces of the Pianura Padana. Several major features distinguish it from Parmigiano Reggiano. For
55
Grana Padano, the feeding of high-quality silage fodder is allowed, and the cheese is produced from two consecutive milkings which are stored at 8 ~ on the farm. The milk is skimmed by creaming in 'bacinelle' or very large tanks (300-500 hi) for c. 12 h at 12-15 ~ The total microbial count of the milk after holding in the 'bacinelle' is low, c. 103-104 cfu/ml compared to c. 106 cfu/ml for milk for Parmigiano Reggiano, also due to the lower temperature of creaming (Bottazzi, 1979). The fat content of the milk for Grana Padano is c. 2.1-2.2% and ripening lasts 14-16 months (Bottazzi, 1962; Consorzio per la Tutela del Formaggio Grana Padano, 1990; Gobbetti and Di Cagno, 2002). Asiago Several types of Asiago cheese are manufactured which differ mainly in the duration of ripening. Asiago d'Allevo is a hard or extra-hard cheese variety, ripened for c. 12 months, and typically produced in the Veneto region. Previously, the cheese was manufactured from ewes' milk, but only cows' milk is used now. Raw milk from one or two consecutive milkings is partly skimmed by a creaming protocol similar to that described for Parmigiano Reggiano cheese. The natural whey culture used as starter is dominated by thermophilic lactic acid bacteria. The cooking of the curds is generally for 20-30 min and is divided into two steps. After cutting, the curds are heated to 40-42 ~ and held for 5-7 min; then, the temperature is increased to 46 ~ and held for 15-25 min. After moulding, the curds are pressed for c. 12 h. Generally, the cheeses are ripened for 1 year, exceptionally for 2 years. The cheeses are cylindrical in shape, 9-12 cm high and 30-35 cm in diameter and weigh 8-12 kg. The texture is rather compact and the flavour is slightly sweet (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002; Innocente et al., 2000). Montasio The cheese derives its name from the homonymous place located in the Julian Alps. Currently, its manufacture has been extended to the Friuli region and to several provinces of the Veneto region. A mixture of cows' milk from two consecutive milkings is used; the milk from the evening milking is partially skimmed after overnight creaming. The natural whey culture used as starter is added to the milk at 31-35 ~ and coagulation by calf rennet takes place in 30-40 min. After cutting to the dimensions of rice grains, the curds are cooked at 48-50 ~ for several minutes, pressed for 24 h and dry salted or immersed in saturated brine. Ripening of extra-hard Montasio cheese lasts 12 months at c. 18 ~ and an environmental
56
Extra-Hard Varieties
humidity of c. 80%. Cheeses have a cylindrical shape with a diameter of 30-40 cm, height of 8-10 cm and weigh 5-9 kg. The mature cheese has a brown rind, a granular texture with very small eyes and a pronounced and moderately piquant flavour (Battistotti et al., 1983; Ottogalli, 2001). Pecorino Romano
Pecorino Romano cheese is manufactured in the regions around Rome and in Sardinia. It is the best-known extrahard ewes' milk cheese. Pecorino Romano is usually made from raw or thermised milk which is inoculated with a natural culture, 'scotta fermento', which is produced by acidifying the 'scotta', the whey obtained from the manufacture of Ricotta. Thermophilic lactic acid bacteria, such as Streptococcus thermophilus, Lb. delbrueckii subsp, lactis and Lb. helveticus, dominate the microflora of this natural starter. The milk is coagulated at 37-39 ~ using lamb rennet paste and after cutting, the curds are cooked at 45-46 ~ After removal from the vat, the curds are placed in moulds, pressed manually and pierced with the fingers or a stick to increase whey drainage. The cheese is ripened for 8-12 months at 10-14 ~ to develop the characteristic flavour. The cheese is cylindrical in shape, 25-32 cm high and 25-30 cm in diameter and weighs 22-32 kg. The sensory characteristics of Pecorino Romano cheese depend mainly on lipolysis by enzymes (pre-gastric esterase) in the lamb rennet paste, and flavour intensity is relater-] tn t h e
cnntpnt
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octanoic acids. Proteolysis may show wide variations but the soluble nitrogen is always less than 30% of the total nitrogen (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002). Pecorino Siciliano
This variety of Pecorino cheese is manufactured only in Sicily, between October and June, when whole ewes' milk is available. Only natural whey cultures, containing mainly thermophilic lactic acid bacteria, are used as starter. Lamb paste rennet is used for coagulation, which occurs within 40-60 min. The coagulum is broken into pieces the dimensions of a pea using a traditional wooden tool, known as a 'rotella'. The curds are partially cooked at 40 ~ for c. 10 min by adding hot water (c. 70-80 ~ and moulded in a circular vessel, traditionally called 'canestro', where the curds are pressed slightly. The cheeses are ripened for at least 6-8 months to develop the moderate piquant flavour. The cheese has a cylindrical shape, 12-18 cm high and 35 cm in diameter, and weighs 4-15 kg. Pepato (peppery) is a variant of Pecorino Siciliano cheese which differs by the addition of black pepper to the curds during moulding (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002).
Pecorino Sardo
This is a variety of Pecorino cheese, the manufacture of which is limited to several provinces of Sardinia. Raw or thermised whole ewes' milk, natural whey or milk cultures and calf rennet paste are used in cheesemaking, which does not differ substantially from that of Pecorino Siciliano cheese. The ripening of this hard variety may last for 12 months. The shape of the cheeses is cylindrical, 10-13 cm high, 15-20 cm in diameter and weigh 1.7-4 kg. The straw-yellow rind is smooth and springy initially, but later it becomes darker and harder. The mature cheese has a pleasant pungent flavour and a firm, hard, fairly granular texture (Battistotti etal., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002). Fiore Sardo
The production of Fiore Sardo cheese is strictly limited to some provinces of Sardinia. Traditionally, it was produced by the shepherds in their cottages. Raw whole ewes' milk from a single milking is used. A large part of the milk is produced by an indigenous breed of sheep. Starters are not deliberately added and lamb rennet paste is used to coagulate the milk. The curds are not cooked and are pressed slightly during moulding. Treatment of the curds with hot water is necessary to make the rind thick and resistant. The cheeses are ripened for c. 6 months or more, and during the early phase of ripening, they may be smoked slightly by ex-nnqina them
tn ~ mnl c e f r n r n t h e w n n c ] n f M e c ] i t e r -
ranean scrub trees. During ripening, the cheeses are often rubbed with a mixture of olive oil and sheep fat. The cheeses have a cylindrical or wheel shape with curved sides, are 13-15 cm high and weigh 1.5-5 kg. The flavour of Fiore Sardo is pronounced, aromatic, moderately spicy and the rind varies from deep gold to dark brown with a sour smell (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002). Canestrato Pugliese
Canestrato Pugliese is manufactured only in the Apulia region. The cheese derived its name and traditional shape from the rush basket, 'canestro', in which the curds are ripened. Raw, whole ewes' milk of one or two daily milkings is generally used, but thermised or pasteurised milk may be processed also. A natural whey culture, composed mainly of thermophilic lactic acid bacteria, may be added, and liquid or powdered calf rennet, or, exceptionally, lamb paste rennet, is used. After cutting, the curds-whey mixture is heated to 45 ~ and held for 5-10 min. This treatment is generally not considered as 'cooking'. The cheeses are drysalted for c. 2 days and, during ripening (4-12 months) in the 'canestro', are turned regularly and rubbed with a mixture of oil and vinegar. Ripening in the 'canestro'
Extra-Hard Varieties
is limited to a few days for industrial production. Colonisation of the surface by moulds from the environment frequently becomes evident during ripening, which are removed by brushing after few months. The cheeses have a cylindrical shape, 10-14 cm high, 25-34 cm in diameter and weigh 7-14 kg. The rind is brown to pale yellow, and the interior is compact with small eyes. The flavour is pronounced and tends to be moderately piquant (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002). Castelmagno This cheese has been manufactured in the Grana valley, near Cuneo (Piedmont), since the twelfth century. Raw cows' milk is partly skimmed according to a protocol similar to that described for Parmigiano Reggiano cheese. Rarely, a mixture of cows', ewes' and goats' milks is used. The traditional technology does not involve the use of a natural starter, and acidification is due to the indigenous lactic acid bacteria. Liquid or powdered calf rennet, which may be combined with a small amount of lamb rennet paste, is used for coagulation. After cutting the coagulum and removal of most of the whey, the curds are traditionally harvested in cloth bags which are hung for 10-12 h at room temperature, allowing the removal of further whey The cheese is ripened in natural caves at 10-12 ~ and 85-90% relative humidity for more than 6 months. The cheeses have a cylindrical shape, are c. 20 cm high, 20-25 cm in diameter and weigh 4-6 kg. Penicillium spp. from the environment colonise the cheese surface, and occasionally the interior of the cheese. Castelmagno cheese may be considered as a hard Blue cheese variety with a compact but friable texture and a moderately piquant flavour (Battistotti et al., 1983; Ottogalli, 2001; Gobbetti and Di Cagno, 2002). Fossa The tradition of Fossa (pit) cheese originated in the Emilia-Romagna region (north of Italy) in the Middle Ages. The typical feature of this cheese involves ripening in flask-shaped pits which are dug in the tufa ground of this region. Cheesemaking is typically from raw ewes' milk but in some cases, mixed ovine-bovine milk is used. Traditionally, the cheese is produced only during a defined period of the year. Natural thermophilic starters in milk, comprised of indigenous lactic acid bacteria, are added to the cheese milk. The curds are not cooked and after moulding are held at c. 28 ~ for 4-8 h. Curds are generally ready for ripening in pits after a period (up to about 3 months) of maturation in rooms, which is necessary to achieve a certain degree of consistency and to eliminate the risk of whey losses when the cheeses are pressed into the pits.
57
Before they are placed and pressed in the pits, the cheeses are wrapped individually in cloths. The sides of the flask-shaped pits are covered with straw which is fixed by canes, horizontally linked by wooden rings. The pits are open during August and when completely filled with cheeses, they are hermetically sealed. The humidity inside the pits is close to saturation and the temperature ranges from 17 to 25 ~ Traditionally, the pits are opened on 28th November; at this time, the cheeses have been ripened for at least 6 months, including maturation in rooms. Due to the pressure inside the pits, the shape of the cheeses varies from cylindrical to very irregular and the weight ranges from 1.0 to 1.5 kg. The flavour is generally full, sharp, balanced and moderately piquant (Gobbetti and Di Cagno, 2002). Extra-hard Swiss cheeses
Most of the Swiss cheeses classified as hard or extrahard varieties are discussed in 'Cheese With Propionic Acid Fermentation', Volume 2, which deals with cheeses with the propionic acid fermentation. A few others are described below. Sbrinz The cheese derived its name from the locality of Brienz in Switzerland but now its manufacture has been extended to France, Germany and Italy. Raw, whole cows' milk of one day's milking is used. The milk is warmed to 34-38 ~ and a natural whey culture, containing mainly thermophilic lactic acid bacteria, is added. Liquid or powdered calf rennet is used to give coagulation in 15-20 min. During heating and mixing at 45-48 ~ the coagulum is cut to the dimensions of wheat grains. Cooking is at 54-56 ~ for a few minutes. After harvesting, the curds are pressed for 24 h, salted in brine for 18-22 days and ripened for 6-12 months at c. 18 ~ and an environmental humidity of c. 80%. The cheeses have a cylindrical shape, are 1 0 - 1 4 c m high, 4 0 - 5 0 c m in diameter and weigh 20-25 kg. The rind is yellow to brown at the end of ripening, and the interior is compact with a Grana-like texture. The moisture content is less than 35% and the flavour is pronounced (Battistotti et al., 1983; Fessler et al. , 1999). Saanenkiise This cheese is made from cows' milk of two consecutive milkings which is coagulated at 32 ~ by addition of calf rennet. After cutting, the curds are cooked at 50-52 ~ and pressed. Ripening lasts from 2 to 5 years and the moisture content is c. 25%. The cheeses have a cylindrical shape, are 10-14 cm high, 40-60 cm in diameter and weigh 20-40 kg. The interior and taste
58
Extra-Hard Varieties
are similar to those of Parmigiano Reggiano and Sbrinz cheeses (Battistotti et al., 1983).
compact with small eyes. The extra-hard variety has a moisture content of c. 35% and its flavour is pronounced (Marcos and Esteban, 1993).
Spanish extra-hard cheeses Roncal
All the Spanish cheeses listed below have a PDO status as established by national and European rules. Mahdn The cheese takes its name from the capital of Minorca (Balearic Islands), where it is produced. Raw or pasteurised cows' milk, containing 5% of indigenous ewes' milk, is used for cheesemaking. Natural whey cultures may be used as starters; the milk is coagulated at 30 ~ and, after cutting, the curds are pressed and salted in brine. Several variants are produced, including an extrahard cheese which is ripened for at least 10 months. The cheeses have a parallelepipedal shape, weigh 2-4 kg, the rind is white to yellow, oily due to treatment with olive oil, and the interior is compact with small eyes. The extra-hard variant has a moisture content less than 32% and its flavour is pronounced (Alcal~i et al., 1982; Esteban et al., 1982; Marcos et al., 1983). Manchego Manchego takes its name from the La Mancha region where the cheese was traditionally made from raw sheep's milk by shepherds. Because of increasing market popularity, its manufacture has spread throughout Spain. u s e s ewes' ,-,-,i11. bllli....lt~.,...~....IlLOthlll8 at a n lected over two consecutive days from herds in a demarcated area. The milk is pasteurised and a mesophilic starter culture (Lactococcus lactis subsp, lactis and Lc. lactis subsp, cremoris, mainly) and calf rennet or microbial rennet from Rhizornucor miehei are added. After c. 35 min at 30 ~ the coagulum is cut into pea-sized grains. The curd particles are heated to 37 ~ for 20 min and then stirred for another 30 min. After removal of the whey, the grains are transferred to a curd strainer and the beds of drained curd are cut into cube-shaped blocks, each of which is placed in a cylindrical PVC hoop, lined with a smooth cloth, in which the curds are moulded and pressed pneumatically at 0.3 MPa for 5 h. The cloths are removed and the curd pressed again at the same pressure for 17 h, after which it is immersed in a circulating brine bath at 14 ~ for 36 h. The blocks of curd are then placed in a drying room at c. 14 ~ and 85% environmental humidity where they are stored, with periodic turning, for 10 days, after which they are transferred to a curing chamber at c. 9 ~ and 95% environmental humidity. After 12 months, the cured cheeses are brushed and, in some cases, coated with a polyvinyl acetate emulsion containing an anti-fungal agent. The cheeses have a cylindrical shape, c. 20 cm in diameter and weigh 2.5-3 kg. The rind is green to black and the interior is ILLI,..Li..tLOLLL~ILL
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This cheese takes the name from the Navarrese valley where it is produced from December to July. It is manufactured from ewes' milk and the main technological traits are similar to those for Manchego cheese, except for the smaller dimensions of the ripened cheeses. A typical microflora composed of deliberately added mesophilic starter lactococci and adventitious lactobacilli persists during ripening (Ord6emz et al., 1980; Marcos and Esteban, 1993). Idiazabal This is another extra-hard variety made from whole ewes' milk in mountain caves of the Basque country. Raw milk from the 'latxa' breed of sheep is coagulated at 25-35 ~ in 30-45 min by addition of lamb rennet. The coagulum is cut to rice-sized grains, heated to and maintained at 40-45 ~ for several minutes, before being placed in moulds where the curds may be seasoned before pressing. Salting is performed by rubbing the rind with dry salt or by immersion of the cheese in brine for 24 h. The cheese is ripened for several months until a moisture content of c. 33% is reached. The cheeses have a cylindrical shape and weigh 1-2 kg. The rind of artisanal cheeses is engraved with drawings or symbols characteristic of the Basque culture. An optional smoking may be performed at the end of ripening by using smoke of wood from beech, birch, cherry or white pine trees. The taste is strong and pronounced, slightly acidic and piquant with a characteristic sheep milk flavour (Marcos and Esteban, 1993; Arizcun et al., 1997a,b). Other extra-hard cheeses
Russian cheeses SovetskiT, AltaiskiT and BriskiT are hard or extra-hard varieties made from cows' milk and are similar to Swiss-type extra-hard cheeses. The use of a mixed starter culture composed of 5c. thermophilus and Lb. helveticus, cooking of the curds at 50-55 ~ pressing for 4-8 h and ripening for at least 6 months are the main technological traits. Generally, cheeses have a moisture content of 32-36%, weigh 10-18 kg and have a rectangular shape (Gudkov, 1993). Balkan cheeses Kefalotyri is an extra-hard, salty Greek cheese, made exclusively from ewes' or goats' milk with the use of thermophilic and propionic starters. After coagulation by calf rennet at 35 ~ the coagulum is broken to dimensions of c. 6 mm and pressed for 5-10 h. Salting
Extra-Hard Varieties
is performed by rubbing the rind with dry sah and the cheeses are ripened for more than 3 months. The cheeses have a flat cylindrical shape, are c. 30 cm in diameter and weigh 5-10 kg. The flavour is strong, piquant and salty (Peji4, 1956; Scott, 1981). Manura is a Greek traditional farmhouse hard cheese variety manufactured on Sifnos island in the Aegean sea from raw ewes' milk or from a mixture of raw ewes' and goats' milks of local herds. Typically, after 3--4 months of ripening in straw beds, the cheeses are held for several days in red wine to soften them and then for a few days in wine residues. Cheeses are small and weigh c. 600 g. Par cheese means cheese from Pag, which is the name of the Adriatic island (Greece) where it is produced. It is a very-hard cheese made from ewes' milk which is ripened for at least 6 months. The cheeses have a high DM content, a firm compact texture, with no holes, and the flavour tends to be strong and piquant (PejiC 1956). Other extra-hard cheeses
Very-hard and hard varieties are produced in several non-European countries. Most of them are manufactured from ewes' and/or goats' milk, a starter culture is not always used, pressing of the curds is a very common feature and the cheeses are ripened for at least 6 months. Typical examples are Djamid from Jordan (Phelan et al., 1993), Ras from Egypt (Hofi et al., 1970) and Paphitico and Graviera from Cyprus (Phelan et al., 1993).
Although most of the extra-hard varieties considered above have high market popularity and are of great economic relevance, only a few of them have been characterised extensively. In addition, since the same cheese may be produced in a number of hard or extra-hard variants which differ with respect to the type of milk, season of milking, technology and ripening, the results available on cheese characterisation may differ markedly. Owing to the large size and the prolonged brine and/or dry salting, most extra-hard cheeses are commonly characterised by a decreasing NaC1 gradient from the surface to the centre and by an opposite moisture gradient, which is reflected in the water activity (aw) values. These gradients persist for a very considerable period after salting, and consequently, ripening in these cheeses shows variations which depend on the cheese zone. Changes in microflora during ripening
The lack of fermentable carbohydrates, low pH, aw (mainly due to NaC1) and temperature, and the presence of bacteriocins make the environmental conditions in extra-hard cheeses very hostile during ripening.
59
Generally, this favours a sharp decline of the number of thermophilic starter bacteria which are gradually replaced by mesophilic bacteria. For the extra-hard varieties, mesophilic bacteria are derived mainly from the raw milk used but environmental contamination is not excluded, as well as survival of bacteria following sub-pasteurisation or thermisation for those cheeses for which heat-treated milk is used. The composition of this population may vary but non-starter lactic acid bacteria (NSLAB) constitute the major part. Pediococcus spp., Lb. casei, Lb. casei subsp, pseudoplantarurn and Lb. rharnnosus are the predominant bacteria in Parmigiano Reggiano and Grana Padano cheeses (Bottazzi, 1979, 1993; Gobbetti and Di Cagno, 2002). Pediococci seem to be fundamental for maintaining the equilibrium within the cheese-related microbial community, probably also interfering negatively with the growth of clostridia, while Lb. casei, as the major part of the NSLAB, is very important for its peptidase activity (Gobbetti et al., 1999a,b). In Parimigiano Reggiano cheese, NSLAB decrease from c. 108 cfu/g at 5 months to 104 cfu/g after 24 months of ripening (Coppola et al., 1997). Lb. plantarum, Lb. casei and Enterococcus faecium prevail in Manchego cheese after 1 month of ripening (Nt~fiez et al., 1989). Lb. plantarurn and Lb. curvatus were the species isolated most frequently from Fossa cheese, with fewer numbers of Lb. paracasei subsp, paracasei (Gobbetti et al., 1999c). A more heterogeneous microflora, consisting of Lb. plantarum, Lb. pentosus, Lb. curvatus, Lb. brevis, Lb. paracasei subsp, paracasei and Leuconostoc spp., was found in Canestrato Pugliese cheese (Albenzio et al., 2001; Corbo et al., 2001). Lb. curvatus and Lb. paracasei subsp, paracasei were also found in Fiore Sardo at the end of ripening (Mannu et al., 2000). Together with components of the NSLAB microflora such as Lb. curvatus, Lb. plantarum and Lb. fermentum, and with a heterogeneous population of enterococci, the thermophilic Lb. dekbrueckii subsp, lactis was found occasionally in ripened Pecorino Romano (Di Cagno et al., 2003). Lb. casei, Lb. plantarum and Ln. mesenteroides subsp, mesenteorides and Ln. mesenteroides subsp, dextranicum were the bacteria found in aged Roncal and Idiazabal cheeses (Arizcun et al., 1997a). In most extrahard and hard cheeses, NSLAB reach c. 107-108 cfu/g after few months, which is generally maintained for a long time during ripening (McSweeney et al., 1993; Gobbetti et al., 1999c; Mannu et al., 2000; Albenzio et al., 2001). All these differences and changes in the microbial population are considered relevant factors which affect the cheese during subsequent ripening, especially regarding the extensive secondary proteolysis, which leads to an elevated concentration of small peptides
60
Extra-Hard Varieties
and amino acids, which is undoubtedly related to the peptidase activity of mesophilic bacteria.
-6.5
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Lactose metabolism
f
The lactic acid fermentation has been studied extensively in Parmigiano Reggiano cheese during the first 48 h after manufacture (Mora et al., 1984) (Figs 1 and 2). There are no comparable data for other extra-hard cheeses but the fermentation is generally similar in those varieties which are cooked to a high temperature and have a rather large size. The growth of the starter thermophilic lactic acid bacteria and the hydrolysis of lactose depend mainly on the rate at which the curds cool after removal from the cheese vat. Depending on the weight of the cheese, the temperature at the centre of the curd remains relatively high, e.g., >50 ~ for 12-16 h for Parmigiano Reggiano, while the exterior of the cheese cools rather suddenly (c. 2 h) to c. 42 ~ Consequently, bacterial growth starts earlier and is more intense in the external zone. While the residual lactose is consumed throughout the cheese within 8-10 h, bacterial numbers, pH and lactic acid concentration do not attain equal values in the centre and exterior of the cheese for a longer time. The concentration of lactic acid also may vary during ripening. For Manchego cheese, the concentration of lactic acid was c. 1.2 and 1.0% in the exterior and interior of the cheese during 2 weeks, then decreased to 1.0 and 0.8% ~tlttEt
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11
12
Time (hours) Changes in the concentrations of lactose (0), glucose (aa) and galactose (A)in the external (- -) and internal (--) zones of Parmigiano Reggiano cheese (Mora et al., 1984).
g g
~11 ...41
~ f"'t-Ji
....
r
10-
T -5.5 O_
/ /
0 0 -..~
o
-6.0
5-
_J
-5.0 r 2r , 4, r 6r , ~
r 10 , , 12 , . . . . . 2 r4
418
Time (hours) Changes in pH (O) and lactic acid concentration (aa) in the external (- -) and internal (--) parts of Parmigiano Reggiano cheese (Mora et aL, 1984).
Lipolysis
The ripening of most cheeses is accompanied by a low level of lipolysis but extensive lipolysis occurs in several extra-hard varieties. The length of ripening strongly influences lipolysis and since ripening varies markedly within the same variety, cheeses ready for the market may differ greatly. Lipolysis may be due to the action of the indigenous lipase in cheese made from raw milk, to the action of microbial lipases, PvPn
thn+lah
thP
lactic
~,'-irt h a c t P r i c i
in
~t~rt~,r ,"111_
tures have only weak lipolytic activity, or to the action of the lipases present in rennet paste used in cheesemaking for certain varieties. Several extra-hard Italian cheeses are probably unique in that rennet paste is used commonly. The desirable flavour which characterises the Pecorino cheeses (Romano, Siciliano and Sardo) and Fiore Sardo is due mainly to the action of pre-gastric esterase (PGE) in rennet paste, which is used as the source of both coagulant and lipolytic agents in cheese manufacture. Rennet pastes are prepared by grinding the engorged stomachs, including curdled milk, of young calves, kid goats or lambs which are slaughtered immediately after suckling or pail-feeding. The stomachs and contents are generally held for c. 60 days prior to grinding. Pregastric esterase, the physiological role of which is to aid in the digestion of fat by the young animals which have limited pancreatic lipase activity, is secreted during suckling and is carried into the stomach with ingested milk. The strong, balanced piquant flavour which characterises Pecorino cheeses and Fiore Sardo is due primarily to the relatively high levels of short-chain free fatty acids (FFAs), especially butanoic, hexanoic and octanoic acids. Although there are some inter-species differences, lamb,
Extra-HardVarieties
calf and kid PGEs preferentially hydrolyse fatty acids esterified at the sn-3 position of glycerol (Woo and Lindsay, 1984), which explains the relatively high rate of release of butanoic acid from milk fat, in which 90% of the butanoic acid is attached at the sn-3 position. Calf PGE does not hydrolyse monobutyrin and hydrolyses dibutyrin very slowly compared to tributyrin (Richardson and Nelson, 1967). The moderate accumulation of short-chain FFAs characterises the ripening of Parmigiano Reggiano, Canestrato Pugliese and Fossa cheeses, for which rennet paste is not used (Woo and Lindsay, 1984; Carboni et al., 1988; Gobbetti et al., 1999c; Albenzio et al., 2001). Table 4 shows the FFA profile of some extra-hard cheeses. The average values which are reported refer to ripened cheeses, with a high popularity on the market, but in general there is no standard flavour for such extra-hard Italian cheeses which is acceptable to all segments of the population. For Pecorino Romano cheese, there is a direct relationship between the flavour intensity and the concentration of butanoic acid (Richardson and Nelson, 1967) but the relationship between flavour desirability and butanoic acid concentration is more variable. Flavour desirability is influenced mainly by the relative proportions of the various FFAs. A strong, balanced, piquant Pecorino Romano cheese may be characterised by c. 10 500mg/kg total FFAs, principally butanoic (Car:0), together with hexanoic (C6:0), tetradecanoic (C14:0), hexadecanoic (C16:0) and octadecenoic (C18:1) acids (Table 4). It was shown that among these compounds, butanoic and hexanoic acids are the most important components of the aroma quality of Pecorino Romano cheese. The total FFA content of Parmigiano Reggiano approaches 20% of that generally found in Pecorino
61
cheeses, with variations in the proportions of FFAs. Congeners of C18 fatty acids dominate the FFA profile at the end of ripening (Carboni et al., 1988). The crude vacuum distillate of Grana Padano cheese contains large amounts of butanoic and hexanoic acids, which represent 50 and 35% of the total FFAs, respectively. These two FFAs may be important for the background aroma of Grana Padano cheese. A small change in the relative proportions of butanoic and hexanoic acids was found between 12 and 24 months of ripening (Moio and Addeo, 1998). Canestrato Pugliese and Fossa cheeses show very similar FFA profiles, although the former has a higher total concentration of FFAs (Gobbetti et al., 1999c; Albenzio et al., 2001). Butanoic acid, which occurs at the highest concentration, hexanoic, decanoic (C10:0), hexadecanoic and congeners of C18 acids dominate. Probably due to the lipolytic activity of moulds which colonise the cheese surface during the early period of ripening, Canestrato Pugliese also shows a rather high proportion of octadecenoic (C18:1) and octadecadienoic (C18:2) acids. A qualitative and semi-quantitative comparison of the FFA profiles of other extra-hard varieties produced from ewes' milk showed that butanoic, hexanoic, octanoic (C8:0) and decanoic acids were the dominant FFAs in Roncal, Pecorino Sardo and Fiore Sardo; levels were highest in the last cheese (Larr~iyoz et al., 2001; Di Cagno et al., 2003). Of 14 samples of Manchego cheese analysed, all contained high levels of short-chain FFAs, butanoic acid being the most abundant (Villasel~or et al., 2000). Extra-hard cheeses produced without the use of rennet paste may vary greatly in the concentration of FFAs depending on whether raw or pasteurised milk is used. Several studies have shown a higher level of
Concentration of individual and total free fatty acids (mg/kg cheese) in Parmigiano Reggiano, Pecorino Romano, Canestrato Pugliese and Fossa cheeses
Fatty acid
Parmigiano Reggiano
Pecorino Romano
Canestrato Pugliese
Fossa
Butanoic (C4:0) Hexanoic (C6:0) Octanoic (C8:0) Decanoic (C10:0) Dodecanoic (C12:0) Tetradecanoic (C14:0) Hexadecanoic (C16:0) C 18 congeners Total free fatty acids
172 48 44 107 107 225 565 1033 2301
3 043 1 428 429 1 009 690 778 1 306 1 843 10 526
425 178 42 98 46 85 172 322 1368
247 123 55 84 35 62 137 251 994
C18 congeners refer to octadecanoic (C18:0), octadecenoic (C18:1), octadecdienoic (C18:2) and octadectrienoic (C18:3) acids. The values indicated represent the average of several determinations made by different authors on cheeses which had a slightly different ripening time: Parmigiano Reggiano, 16-18 months; Pecorino Romano, 10-12 months; Canestrato Pugliese, 6-10 months; Fossa, 6-8 months. Source: Woo and Lindsay (1984); Carboni et aL (1988); Gobbetti et aL (1999c); Albenzio et aL (2001).
62
Extra-Hard Varieties
FFAs in cheese made from raw milk than in that made from pasteurised or thermised milk. Such differences are attributed mainly to heat-induced changes to the indigenous lipoprotein lipase of milk and to the lipase and esterase activities of the milk microflora, especially NSLAB, and become greater as the time of ripening increases. Studies on NSLAB (Gobbetti et al., 1996, 1997) showed that Lb. plantarum contains lipase and esterase which show a substrate specificity comparable to PGE and pancreatic lipase and since there is a very large population of NSLAB in cheese during ripening, their contribution to lipolysis has been suggested. Proteolysis
Proteolysis in extra-hard varieties does not differ substantially from that in other hard/semi-hard internal bacterially ripened cheeses. The low moisture and high salt content, which cause the persistence of gradients of moisture and NaC1 in the cheese, and the absence of a fungal microflora, which is evident only on the surface of Canestrato Pugliese and Castelmagno, are all factors which influence proteolysis during ripening. The principal proteolytic agents in the curd are the coagulant, depending on the intensity of the cooking treatment, starter and NSLAB proteinases and peptidases and indigenous milk proteinases (particularly plasmin) (Fox et al., 1996). Proteolysis in Parmigiano Reggiano and Grana
during the first month of ripening. The latter, together with the very low levels of 6-CN f1-192 and 6-CN f1-189, the primary products of [3-CN hydrolysis by chymosin, indicates considerable plasmin activity. Hydrolysis of [3-CN by chymosin during ripening is inhibited by 5% NaC1 and, in general, during curd cooking most of the chymosin activity is destroyed. The same pattern for [3-CN hydrolysis was found in Pecorino Romano cheese. Overall, [3-CN is rapidly and almost totally hydrolysed during the ripening of Parmigiano Reggiano, Grana Padano and Pecorino Romano cheeses, while Otsl-CN undergoes relatively less proteolysis (Fig. 3). One-year-old cheeses generally do not contain [3-CN, while at the end of ripening Parmigiano Reggiano cheese still contains unhydrolysed Otsl-CN. These findings confirm that chymosin, which is the primary proteolytic agent acting on Otsl-CN, is not very active in these cheeses. Addeo et al. (1988) proposed the ratio y-CNs/[3-CN as an index of proteolysis in Parmigiano Reggiano during ripening. During the first year, the y-CNs represent c. 20% of the oligopeptides, yl-CN being c. 30% of the total y-CNs. After this period, the percentage of yl-CN decreased, while that of Y2- and y3-CNs increased due to hydrolysis of the former by plasmin. SDS-PAGE and a specific anti-[3-CN monoclonal antibody identified ~/1- and "Y2-CNs in Grana Padano cheese during ripening which showed a correlation with the extent of
Paclano . . . . cheeqeq . . . . haq . . h e. e n. q. t l l.c l i.p d. 11qing . . . rnnnv,, ctiff~,r~,nt
rinPnino
analytical methods. Polyacrylamide gel electrophoresis and isolectric focusing in a polyacrylamide gel (Addeo et al., 1988) showed the rapid hydrolysis of C~sl-casein (CN) to the primary degradation product, OLsl-CN (f24-199) and the formation of y-CNs from [3-CN
same authors found that the area of cheesemaking, season of production, length of ripening and type of dairy are all factors which may influence proteolysis. The urea-PAGE profiles of pH 4.6-insoluble fraction of ewes' milk Fossa cheeses vary (Fig. 4). Nevertheless,
(l~.ni~r
~,t al
9DDI)
Nl~,,zorthol~,r162 t h o
Urea-polyacrylamide gel electrophoretograms of pH 4.6-insoluble nitrogen fraction of Parmigiano Reggiano cheeses at different times of ripening. C, whole casein (Addeo et al., 1988). PL, refers to Otsl-casein fragments with different electrophoretic mobility.
Extra-Hard
Urea-polyacrylamide gel electrophoretograms of pH 4.6-insoluble nitrogen fraction of Fossa cheeses. Lanes: Sb, bovine Na-caseinate; So, ovine Na-caseinate standard; 1-7 Fossa cheeses (Gobbetti et aL, 1999c).
the profiles are commonly characterised by the complete degradation of Otsl-CN after 6 months of ripening, while much of the [3-CN persists unhydrolysed (Gobbetti et al., 1999c). Fossa cheese is produced without cooking the curd and chymosin may remain active during ripening. The same was found for Manchego (Ordd~ez et al., 1978) and Canestrato Pugliese (Albenzio et al., 2001; Corbo et al., 2001) cheeses. In the last case, since the cheese may be produced from raw, thermised or pasteurised ewes' milk, RP-FPLC analysis of the water-soluble fraction showed a more complex peptide pattern in raw milk cheese which was positively linked to more intense proteolysis. The hydrolysis of the caseins leads to an increased proportion of water-soluble N which has been used as a ripening index for Parmigiano Reggiano (Panari et al., 1988). Fig. 5 shows the changes in the percentage ratio, soluble N/total N for Parmigiano Reggiano during ripening. The increase is very fast during the first 8-10 months, after which hydrolysis proceeds very slowly. At the end of ripening, the water-soluble N is c. 34% of the total N. Similar values (c. 32%) are found in Grana Padano cheese (Addeo and Chianese, 1990; Toppino et al., 1990). Since the pH of many extra-hard cheeses is in the range 5.0-5.5, the values of water-soluble and pH 4.6-soluble N do not differ significantly. Values of pH 4.6-soluble N/total N ranging from 19 to 29% were found in Romano-type cheese which
Varieties
63
coincided approximately with those for the 12% TCAsoluble N (Guinee and Fox, 1984; Guinee, 1985). Since pH 4.6-soluble N is produced principally by rennet, while starter and non-starter bacterial enzymes are principally responsible for the formation of 12% TCAsoluble N, these data support the view that rennet is not very active in this cheese and that once it produces soluble peptides, bacterial peptidases hydrolyse them relatively rapidly. Contradictory results were reported for proteolysis in Pecorino Romano which varied with the zones of the cheese. At the beginning of ripening, some authors found greater proteolysis in the interior of the cheese, which from 40 days onward was more extensive in the surface zone due to the inward diffusion of NaC1. Other authors (Guinee and Fox, 1984; Guinee, 1985) did not find differences in the level of water- and pH 4.6-soluble N at various locations in the Romano-type cheese throughout ripening. The level of pH 4.6-soluble N is very high also in Fossa cheese, ranging from 30 to 39% of the total N. The water-soluble N may range from 13 to 30% of the total N in Canestrato Pugliese cheese, depending on several factors including NSLAB activity. The extrahard Spanish varieties may be divided into two groups: Mahon and Idiazabal, with a content of soluble N of c. 30%, and Manchego and Roncal with slightly lower values of c. 25% of total N (Ord6fiez et al., 1980; Marcos and Esteban, 1993). Variations in the concentration of free amino acids during ripening may be considered as another index by which some extra-hard varieties can be compared (Table 5). Free amino acids accumulate in
40-
30-
OI
z
z
20-
10-
0
t
0
6
t
12 Months
!
t
18
24
Increase (%) in the level of water-soluble nitrogen (SN)/total nitrogen (TN) in Parmigiano Reggiano cheese during ripening. Open circles are the average of several cheeses, of the same age, at the end of ripening (Panari et aL, 1988).
64
Extra-Hard Varieties
Concentration individual free amino acids (mg/g cheese) in Parmigiano Reggiano, Canestrato Pugliese and Fossa cheeses
Amino acids Histidine Arginine Serine Aspartic acid + asparagine Glutamic acid + glutamine Threonine Glycine Alanine Tyrosine Proline Methionine Valine Phenylalanine Isoleucine Leucine Cysteine Ornithine Lysine Tryptophan Total free amino acids
Parmigiano Reggiano 8.20 2.50 13.60
Canestrato Pugfiese 3.82 5.01 8.85
25o4 .,,_, o 2013_ .,,._, 0
Fossa
~_ 1 5 < < 10-
2.44 0.25 3.09
~_ 5 -
18.60
2.99
4.09
45.50 12.30 6.40 6.90 6.30 n.d. 7.20 18.40 13.20 15.90 22.20 n.d. 3.80 30.80 n.d. 231.80
15.34 3.23 2.55 2.87 1.66 8.65 3.25 8.33 5.88 6.54 10.99 1.57 n.d. 13.31 0.03 104.87
19.19 2.07 1.8 5.83 2.02 5.6 3.97 9.56 5.42 6.24 13.83 5.00 n.d. 13.09 n.d. 103.49
The values indicated represent the average of several determinations made by different authors in cheeses which had a slightly different ripening time: Parmigiano Reggiano, 16-18 months; Canestrato Pugliese, 6-10 months; Fossa, 6-8 months. n.d., not determined. Source: Resmini et aL (1988); Gobbetti et aL (1999c); Albenzio et al. (2001); Corbo et al. (2001).
Parmigiano Reggiano until i5 months of ripening, after which their concentration remains relatively constant (Fig. 6) (Resmini et al., 1988). At the end of ripening, the average concentration of total free amino acids is c. 230 mg/g protein, which corresponds to c. 23% of the total protein content; therefore, Parmigiano Reggiano is one of the richest cheese in free amino acids. The same trend, with similar values, was found for Grana Padano, showing that the extension of ripening to more than 18 months did not produce a significant increase in free amino acids (Resmini et al., 1990). Nevertheless, large variability was found for the amino acid profile of cheeses of the same age. This variability is reduced by expressing the amino acid content as a relative percentage. A chemometric model was proposed to estimate the age and the organoleptic quality of Parmigiano Reggiano based on the level of serine, glutamine, arginine and ornitine which were used as markers (Resmini et al., 1988).
080
(D
r2 = 0 . 9 2 2
DSt = 1.231 I
0'
0
4 6 8 ,'0 ,'2 ;4,6 Months
Changes in the total concentration of free amino acids in Parmigiano Reggiano cheese during ripening (Resmini et al., 1988).
Long-ripened Mahon cheese may be differentiated from young cheese by the content of glutamic acid, glycine, serine and threonine, while cheese produced from raw or pasteurised milk can be differentiated by the concentration of asparagine and glutamine (Frau et al., 1997). The total concentration of free amino acids in Fossa cheese varies greatly between samples (Gobbetti et al., 1999c), which is relatively high compared to Cheddar cheese (Lynch et al., 1996) and even to internally mould-ripened cheeses such as Gorgonzola (Gobbetti et al., 1998). Canestrato Pugilese cheese manufactured from raw ewes' milk also has a high level of free amino acids (Albenzio et al., 2001). Apart from the high concentrations of threonine, isoleucine and phenylalanine in Parmigiano Reggiano cheese, glutamic acid, proline, valine, leucine and lysine are the amino acids commonly present at high concentrations in Parmigiano Reggiano, Pecorino Romano, Canestrato Pugliese, Fossa, Mahon and Manchego cheeses (Ordol~ez et al., 1980; Resmini et al., 1988; Frau et al., 1997; Gobbetti et al., 1999c; Albenzio et al., 2001; Di Cagno et al., 2003). Volatile compounds
Cheese flavour is the result of several non-enzymatic and many enzymatic reactions. Decarboxylation, deamination, transamination, desulphuration and cleavage of side chains convert amino acid to aldehydes, alcohols and acids which together with other compounds, derived by other routes (e.g., lipolysis and catabolism of fatty acids), compose the volatile profile of extra-hard cheeses. Based on High Resolution Gas Chromatography (HRGC)-Mass Spectrometry (MS) and different methods of extraction, volatile compounds in some longripened cheeses have been characterised (Moio and Addeo, 1998; Izco and Torre, 2000; Villasel~or et al., 2000; Larrayoz et al., 2001; Di Cagno et al., 2003) (Table 6). Overall, large variations for the same cheese
Extra-Hard Varieties
65
Several volatile compounds (~g/kg) found in Grana Padano, Canestrato Pugliese, Fiore Sardo, Pecorino Romano and Manchego cheeses
Compounds
Grana Padano
Canestrato Pugliese
Fiore Sardo
Pecorino Romano
Manchego
Esters Methyl butanoate Ethyl butanoate Methyl hexanoate Ethyl hexanoate 3-Methylbutyl butanoate Methyl octanoate Ethyl octanoate Ethyl decanoate
2 223 4.5 737 8 5 229 24
n.d. n.d. n.d. 4.17 n.d. n.d. 3.53 3.47
n.d. n.d. n.d. 3.68 n.d. n.d. 3.30 3.28
n.d. n.d. n.d. 3.69 n.d. n.d. 3.29 3.12
41 289 37 115 21 4 64 n.d.
Ketones 2-Pentanone 3-Hydroxy-2-butanone 2-H exanone 2-H eptanone 8- N onen-2-on e 2-Nonanone 2-U ndecanon e 2-Tridecanone
143 70 4 320 20 172 38 3
3.64 7.49 1.65 4.95 0.54 4.31 3.45 3.68
3.58 8.88 2.31 5.67 1.93 4.46 3.54 3.87
3.69 6.02 1.55 4.63 0.0 4.17 3.61 3.79
737 n.d. n.d. 368 n.d. 44 n.d. n.d.
37 47 430 290 8.6 20 94 25 6 n.d. n.d. n.d.
7.88 3.83 2.55 3.09 2.67 4.80 3.58 3.08 2.92 2.34 2.55 1.82
2.17 3.36 2.27 2.49 2.08 2.19 2.74 1.87 1.57 1.62 2.24 2.03
4.12 2.24 2.34 3.07 2.24 2.87 2.37 2.03 2.23 1.81 2.38 1.98
167 307 n.d. 180 n.d. n.d. 25 n.d. n.d. n.d. n.d. n.d.
3-Methyl-butanal 3-Methyl-thiopropanal Benzaldehyde Nonanal Hexadecanal Octadecanal 2- Fu rancarboxaldehyde Benzaldehyde
8 3 7 n.d. n.d. n.d. n.d. n.d.
n.d. n.d. n.d. 3.43 3.43 3.15 2.17 1.65
n.d. n.d. n.d. 2.90 3.32 3.13 2.27 1.71
n.d. n.d. n.d. 2.83 3.62 3.10 2.03 1.85
n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d.
Lactones ,,/-Hexanolactone $-Octanolactone ,y-Decalactone 5-Decalactone ~/-Dodecalactone 5- Dodecanolactone "y-Dodecenolactone ~-Tetradecanolactone 5- Hexad eca n ol acton e
n.d. n.d. 2 5 n.d. n.d. n.d. n.d. n.d.
1.99 2.11 2.70 4.15 3.95 4.02 2.99 3.20 2.29
2.78 1.94 2.44 4.07 3.63 4.02 2.62 3.10 2.21
2.39 3.74 4.43 5.53 4.15 3.12 3.30 2.24
n .d. n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d.
Alcohols 1-Butanol 2-Pentanol 3- M ethyl-3-buten- 1-ol 3-Methyl- 1 -butanol 3- Met hyl- 2- bute n- 1-ol 1-Hexanol 2-Heptanol 1-Octa no I 2-Nonanol 1-Decanol Furanmethanol Phenethyl alcohol
Aldehydes
continued
66
Extra-Hard Varieties
continued
Compounds
Grana Padano
Canestrato Pugliese
Fiore Sardo
Pecorino Romano
Manchego
Miscellaneous Phytene A Phytene B P hytad ie n e Phytanol Phytol 4-Methyl phenol 3-Methyl phenol Dimethyl disulphide Dimethyl trisulphide Methional Limonene
n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d. n.d.
2.87 3.22 1.43 1.96 3.00 2.37 2.10 1.55 1.67 4.17 1.08
4.16 2.99 3.24 2.34 2.33 1.62 0.61 1.51 1.70 4.19 0.55
2.89 3.19 1.89 2.09 1.99 1.48 1.44 1.57 1.71 3.76 1.38
n.d n.d n.d n.d n.d n.d n.d 4 n.d. n.d. 11
The values indicated represent the average of several determinations made by different authors in cheeses of different manufacture. n.d., not determined. Source: Moio and Addeo (1998); VillaseSor et al. (2000) Di Cagno et al. (2003).
variety were found to be related to cheesemaking practices, season of manufacture, duration of ripening and type of secondary microflora. Esters were the main neutral constituents in the aqueous distillate of Grana Padano cheese, constituting c. 41% of the total neutral volatiles (Moio and Addeo, 1998). Esters with a few carbon atoms have a perception threshold 10-fold lower than their alcohol precursors. Ethyl esters of butanoic, hexanoic, octanoic and decanoic acids represent c. 95% k}l
till
tO t~tl
E~LEL
D.
LtllJl
llCAdllOdtg,
WLLLI
a
~IID tlll~,
t
aroma of unripe apples, is present in the greatest quantity, c. 60% of the total esters. In 12-month-old Grana Padano cheese, this odorant is 10-fold the level found in fresh bovine milk (Moio et al., 1993). Ethyl butanoate is the second most important ester. Esters are the main volatile components of Canestrato Pugliese cheese (Di Cagno et al., 2003) and ethyl esters are the predominant esters in Manchego, Roncal, Mahon, Fiore Sardo and Pecorino Romano cheeses (Martinez-Castro et al., 1991 Moio et al., 1993; Izco and Torre 2000; Villasefior et al., 2000; Larr~iyozet al., 2001 Di Cagno et al., 2003). Ketones represent the second largest class of volatile compounds in Grana Padano cheese, accounting for c. 33% of neutral volatiles, similar to the amount found in Parmigiano Reggiano cheese, where they are the most abundant volatiles, representing c. 26% of total headspace chromatographic area (Barbieri et al., 1994; Moio and Addeo, 1998). The total concentration of methyl ketones in Parmigiano Reggiano (0.075 ~mol/g fat) is quite low compared to Blue cheese (5.18 b~mol/g fat for Roquefort) (Arnold et al., 1975; Piergiovanni and Volonterio, 1977; Gallois and Langlois, 1990). Ketones were also found to be the dominant volatile flavour compounds in Fiore Sardo (Di Cagno et al., 2003) and the second most abundant group of volatiles
in Roncal cheese (Izco and Torre, 2000) and were considered to be one of the major classes of volatiles which varied in Mahon cheese during ripening (Mulet et al., 1999). The major representatives of the 2-alkanones with odd numbers of carbon atoms in Grana Padano cheese were 2-pentanone, 2-heptanone, 2-nonanone and 2-undecanone. 2-Pentanone and 2-heptanone are the most abundant methyl ketones in aged Manchego cheese (Villasefior et al., 2000), while 2-heptanone and ,I.IIK 1 . . . . LWU l l l ~ t l i y l 2-tlVllaLLUttC ketones r. . . . a at .-,..~ highest level in Canestrato Pugliese, Fiore Sardo and Pecorino Romano cheeses (Di Cagno et al., 2003). All the methyl ketones with an odd number of carbons (C3mC9) were detected in Roncal, Pecorino Sardo, Manchego and Fiore Sardo cheeses at higher levels than those with an even number of carbons (C4mC12) (Izco and Torre, 2000; Villasefior et al., 2000; Larr~iyoz et al., 2001 Di Cagno et al., 2003). In Pecorino Sardo cheese, the concentration of methyl ketones generally increases during ripening. It was also presumed that the FFAs liberated through lipolysis are catabolised to methyl ketones by microbial activity (Izco and Torre, 2000). Alcohols represent the third class of volatiles in Grana Padano cheese, accounting for c. 23% of the total neutral volatiles. Those present in greatest quantity are 2-pentanol, 3-methyl-3-buten-l-ol, 3-methyl-l-butanol and 2-heptanol. 1-Octen-3-ol is a key aroma compound of mushrooms and has long been recognised as an important flavour compound produced by Penicillium roqueforti in Blue cheeses (Shimp and Kinsella, 1977). Alcohols are the predominant group of volatile compounds in Roncal and Pecorino Romano cheeses (Izco and Torte, 2000; Di Cagno et al., 2003). Butan-2-ol and propan-l-ol have been detected in the largest quantities VVCLC
,- . . . . . .
,-1....1
lOLIllg,
tll~
Extra-Hard Varieties
in the Spanish cheese, while 1-butanol and 1-hexanol characterised the Italian variety. Parmigiano Reggiano cheese contains at least 16 different chiral alcohols, the most abundant secondary alcohols found being 2butanol, 2-pentanol, 2-heptanol, 2-nonanol and 1octen-3-ol (Mariaca et al., 2001). Aldehydes and lactones contribute c. 0.6 and 0.1%, respectively, of the total neutral volatiles of Grana Padano cheese (Moio and Addeo, 1998). Low levels of aldehydes indicated a normal maturation; at higher levels, they were found to cause off-flavour. Lactones are the second largest class of volatiles in several Italian ewes' milk cheeses like Canestrato Pugliese, Fiore Sardo and Pecorino Romano, 8-dodecalactone and 8-dodecanolactone being found at the highest levels (Di Cagno et al., 2003). Eleven lactones were detected in the Parmigiano Reggiano cheese; 8-decalactone and 8-dodecalactone were found most commonly (Mariaca et al., 2001).
Some of the most famous Italian extra-hard varieties have also been characterised from the point of view of nutrition (Table 7). Compared to other varieties, Parmigiano Reggiano and Grana Padano are described as those cheeses with the highest content of protein and a low content of lipids and cholesterol (Turchetto, 1988; Berra and Ottina, 1990; Califfi and Mazzali, 2000). These cheeses have an energy value of c. 374-384 kcal/100 g which is similar to that of Pecorino Romano. One hundred grams of Parmigiano Reggiano cheese add c. 33 g
67
of protein to the diet. The protein content of these Italian varieties is of high quality since a great part is already digested to peptides of various size and amino acids which either facilitate digestion or stimulate the gastric secretions. A large part of the total free amino acids are essential amino acids (e.g., leucine, lysine, isoleucine and valine) and also the level of non-essential amino acids is very high which effectively reduces the metabolic energy expended on biosynthetic reactions. Except for cysteine + methionine, c. 50 g of Parmigiano Reggiano and Grana Padano cheeses are enough to meet the daily requirements of the other essential amino acids. Parmigiano Reggiano and Grana Padano cheeses contain c. 28% lipids, triacylglycerols being the main component. Cholesterol is present at a concentration less than 80-85 mg/100 g of cheese (Marchetti, 1988). The high content of calcium, c. 1.2%, and, especially, the optimum calcium/phosphorus ratio, is another important nutritional feature of these cheeses. Besides, the ratio of calcium/lipids is very high compared to other cheeses, which means that ingestion of an optimum intake of calcium (e.g., 800 mg/day) is not negatively correlated with an energetic surplus due to an elevated intake of lipids. Parmigiano Reggiano and Grana Padano cheeses are also very rich in other mineral constituents, e.g., 63 mg of potassium and 18 mg of iodine per 50 g of cheese which represent c. 20% of the human daily requirement (Ferri, 1990; Marchetti, 1990). Parmigiano Reggiano and Grana Padano cheeses have considerable levels of fat-soluble vitamins, A and D, and especially are highly appreciated for the elevated amount of vitamin B12 (Marchetti, 1990).
Average value of nutritional compounds for 100 g of Grana Padano cheese
Compound
Concentration
Moisture Protein Soluble peptides Free amino acids Lipids Carbohydrates Calcium Phosphorus Ratio calcium/phosphorus NaCI K+, Mg2+, Zn 2+, Fe2+, Cu 2+, Se 2+, IVitamin A, D3 and E Vitamin B1, B2, B6 Vitamin B12 Pantothenic acid Choline Biotin
32 g 33 g 1.5 g 6g 28 g absent 1165 mg 692 mg 1.7 1.4 g 881.5 #g 227.5 i~g 494 I~g 3 i~g 246 #g 20 i~g 6 i~g
The energy value of 100 g of Grana Padano cheese is 384 kcal (252 kcal from lipids and 132 kcal from proteins). Source: Califfi and Mazzali (2000).
Mazco Gobbetti wishes to thank Prof. Bruno Battistotti for the friendly and skilled revision of this chapter.
Addeo, E and Chianese, L. (1990). Cinetica di degradazione delle frazioni caseiniche nel formaggio Grana Padano, in, Grana Padano un Formaggio di Qualita: Studi e Ricerche Progetto di Qualitd, Consorzio per la Tutela del Formaggio
Grana Padano, Italy. pp. 97-130. Addeo, E, Moio, L. and Stingo, C. (1988). Caratteri tipici della proteolisi nel formaggio Parmigiano Reggiano. Composizione della frazione caseinica, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, ed., Reggio Emilia. pp. 21-40. Albenzio, M., Corbo, M.R., Shekeel-Ur-Rehman, Fox, RE, De Angelis, M., Corsetti, A., Sevi, A. and Gobbetti, M. (2001). Microbiological and biochemical characteristics of Canestrato Pugliese cheese made from raw milk, pasteurised milk or by heating the curd in hot whey. Int. J. Food Microbiol. 67, 35-48.
68
Extra-Hard Varieties
Alcala, M., Beltr~in de Hredia, EH., Esteban, M.A. and Marcos, A. (1982). Distribucion del nitrogeno soluble del queso de Mahon. Arch. Zootecn. 31,257-267. Arizcun, C., Barcina, Y. and Torre, P. (1997a). Identification of lactic acid bacteria isolated from Roncal and Idiazabal cheese. Lait 77, 729-732. Arizcun, C., Barcina, Y. and Torre, P. (1997b). Identification and characterization of proteolytic activity of Enterococcus species isolated from milk and Roncal and Idiazabal cheese. J. Food Microbiol. 38, 17-24. Arnold, R.G., Shahani, K.M. and Dwivedi, B.K. (1975). Application of lipolytic enzymes to flavor development in dairy products.J. Dairy Sci. 58, 1127-1143. Barbieri, G., Bolzoni, L., Careri, M., Mangia, A., Parolai, G., Spagnoli, S. and Virgili, R. (1994). Study of the volatile fraction of Parmesan cheese. J. Agric. Food Chem. 42, 1170-1176. Battistotti, B., Bottazzi, V., Piccinardi, A. and Volpato, G. (1983). Formaggi nel Mondo, Arnoldo Mondatori Editore, Milano. Berra, B. and Ottina, V. (1990). Analisi degli acidi grassi trans della frazione lipidica totale in formaggio Grana Padano, in, Grana Padano un Forrnaggio di Qualita: Studi e Ricerche Progetto di Qualita, Consorzio per la Tutela del Formaggio Grana Padano, Italy. pp. 367-395. Bottazzi, V. (1962). Ricerche sulla microbiologia del formaggio grana. Nota III: Studio della microflora del sierofermento usato nella fabbricazione del formaggio grana tipico. Ann. Microbiol. Enzimol. 12, 59-72. Bottazzi, V. (1979). Aspetti microbiologici della produzione del formaggio grana, in, II Formaggio Grana Tomo 1, Latteria Didattica P. Marconi, Thiene. pp. 31-47. Bottazzi, V. (1993). Biotecnologia Lattiero-casearia, Edagricole, Bologna. Burkhaher, G. (1981). Catalogue of Cheese. Bulletin 141, International Dairy Federation, Brussels. pp. 15-33. Califfi, A. and Mazzali, E. (2000). Accadde rnolti secoli fa ... Grana Padano, Editoriale Sometti, Mantova. Carboni, M.E, Zannoni, M. and Lercker, G. (1988). Lipolisi del grasso del Parmigiano Reggiano, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, Reggio Emilia. pp. 113-121. Consorzio del Formaggio Parmigiano Reggiano (1989). Regolamento per la Produzione del Latte, AGE Graficoeditoriale, Reggio Emilia. Consorzio per la Tutela del Formaggio Grana Padano (1990). Grana Padano un Formaggio di Qualitd: Studi e Ricerche Progctto di Qualita, Consorzio per la Tutela del Formaggio Grana Padano, Italy. Coppola, R., Nanni, M., Iorizzo, M., Sorrentino, A., Sorrentino, E. and Grazia, L. (1997). Survey of lactic acid bacteria isolated during the advanced stages of the ripening of Parmigiano Reggiano cheese. J. Dairy Res. 64, 305-310. Corbo, M.R., Albenzio, M., De Angelis, M., Sevi, A. and Gobbetti, M. (2001). Microbiological and biochemical properties of Canestrato Pugliese hard cheese supplemented with bifidobacteria. J. Dairy Sci. 84, 551-560. Davis, J.C. (1965). Cheese, Churchill Livingstone, London. Di Cagno, R., Banks, J., Sheehan, L., Fox, P.E, Corsetti, A. and Gobbetti, M. (2003). Comparison of the microbio-
logical, compositional, biochemical, volatile profile and sensory characteristics of three Italian PDO ewes' milk cheeses. Int. DairyJ. 13,961-972. Esteban, M.A., Marcos, A., Alcal~i, M. and Beltr~in de Hredia, EH. (1982). Caseinas y polipeptidos insolubles del queso de Mahon. Arch. Zootecn. 31,305-315. Ferri, G. (1990). La composizione minerale del formaggio Grana Padano, in, Grana Padano un Formaggio di Qualita: Studi e Ricerche Progetto di Qualita, Consorzio per la Tutela del Formaggio Grana Padano, Italy. pp. 413-432. Fessler, D., Casey, M.G. and Puhan, Z. (1999). Identification of propionibacteria isolated from brown spots of Swiss hard and semi-hard cheeses. Lait 79,211-216. Fox, P.E, Wallace, J.M., Morgan, S., Lynch, C.M., Niland, E.G. and Tobin, J. (1996). Acceleration of cheese ripening. Antonie van Leeuwenhoek 70,271-297. Frau, M., Massanet, J., Rossello, C., Simal, S. and Ca~ellas, J. (1997). Evolution of free amino acid content during ripening of Mahon cheese. Food Chem. 60, 651-657. Gaiaschi, A., Beretta, B., Ponesi, C., Conti, A., Giuffrida, M.G., Galli, C.L. and Restani, P. (2001). Proteolysis of [3-casein as a marker of Grana Padano cheese ripening. J. Dairy Sci. 84, 60-65. Gallois, A. and Langlois, D. (1990). New results in the volatile odorous compounds of French blue cheeses. Lait 70, 89-106. Gobbetti, M. and Di Cagno, R. (2002). Hard Italian cheeses, in, Encyclopedia of Dairy Sciences, Vol. 2, Roginski, H., Fox, P.E and Fuquay, J.W., eds, Academic Press, London. pp. 378-385. Gobbetti, M., Fox, P.E, Smacchi, E., Stepaniak, L. and Damiani, P. (1996). Purification and characterization of a lipase from Lactobacillus plantarum 2739.J. Food Biochem. 220, 227-246. Gobbetti, M., Fox, P.E and Stepaniak, L. (1997). Isolation and characterization of a tributyrin esterase from Lactobacillus plantarurn 2739.J. Dairy Sci. 80, 1110-1117. Gobbetti, M., Burzigotti, R., Smacchi, E., Corsetti, A. and De Angelis, M. (1998). Microbiology and biochemistry of Gorgonzola cheese during ripening. Int. Dairy J. 7, 519-529. Gobbetti, M., Lanciotti, R., De Angelis, M., Corbo, M.R., Massini, R. and Fox, P.E (1999a). Study of the effects of temperature, pH, NaC1 and aw on the proteolytic and lipolytic activities of cheese-related lactic acid bacteria by quadratic response surface methodology. Enzyme Microbiol. Technol. 25,795-809. Gobbetti, M., Lanciotti, R., De Angelis, M., Corbo, M.R., Massini, R. and Fox, P.E (1999b). Study of the effects of temperature, pH and NaC1 on the peptidase activities of non-starter lactic acid bacteria (NSLAB) by quadratic response surface methodology. Int. Dairy J. 9,865-875. Gobbetti, M., Folkerstema, B., Fox, P.E, Corsetti, A., Smacchi, E., De Angelis, M., Rossi, J., Kilcawley, K. and Cortini, M. (1999c). Microbiology and biochemistry of Fossa (pit) cheese. Int. Dairy J. 9,763-773. Gudkov, A.V. (1993). Cheeses of the former USSR, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, 2nd edn, Fox, P.E, ed., Chapman & Hall, London. pp. 281-299.
Extra-Hard Varieties
Guinee, T.P. (1985). Studies on the Movements of Sodium Chloride and Water in Cheese and the Effects thereof on Cheese Ripening. PhD Thesis, National University of Ireland, Cork. Guinee, T.R arid Fox, RE (1984). Studies on Romano-type cheese, general proteolysis. Ir. J. Food Sci. Technol. 8, 105-114. Hofi, A.A., Youssef, E.H., Ghoneim, M.A. and Tawab, G.A. (1970). Ripening changes in Cephalotyre 'RAS' cheese manufactured from raw and pasteurized milk with special reference to flavor. J. Dairy Sci. 53, 1207-1211. Industria Lattiero-Casearia Italiana (2002). Rapporto 2001, Milano 18 June 2002, Editoriale il Mondo del Latte. Innocente, N., Pittia, P., Stefanuto, O. and Corradini, C. (2000). Texture profile of Montasio cheese. Milchwissenschaft 55,507-510. Izco, J.M. arid Torte, P. (2000). Characterisatiorl of volatile flavour compounds in Roncal cheese extracted by the 'purge and trap' method and analysed by GC-MS. Food Chem. 70,409-417. Larr~iyoz, P., Addis, M., Gauch, R. and Bosset, J.O. (2001). Comparison of dynamic headspace and simultaneous distillation extraction techniques used for the analysis of the volatile components in three European PDO ewes' milk cheeses. Int. DairyJ. 11,911-926. Lynch, C.M., McSweeney, RL.H., Fox, RE, Cogan, T.M. and Drinan, EB. (1996). Manufacture of Cheddar cheese with and without adjunct lactobacilli under controlled microbiological conditions. Int. DairyJ. 6,851-867. Mannu, L., Comunian, R. and Scintu, M.F. (2000). Mesophilic lactobacilli in Fiore Sardo cheese: PCR-identification and evolution during cheese ripening. Int. Dairy J. 10, 383-389. Marchetti, M. (1988). Le vitamine nel formaggio Parmigiano Reggiano, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, Reggio Emilia. pp. 107-112. Marchetti, M. (1990). Composizione e valore nutritivo del Grana Padano: le vitamine e lo Iodio, in, Grana Padano un Formaggio di Qualita: Studi e Ricerche Progetto di Qualita, Consorzio per la Tutela del Formaggio Grana Padano, Italy. pp. 433-444. Marcos, A. and Esteban, M.A. (1993). Iberian cheeses, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, 2nd edn, Fox, RE, ed., Chapman & Hall, London. pp. 173-219. Marcos, M., Esteban, M.A., Alcal~i, M. and Beltr~in de Hredia, EH. (1983). Actividad del agua, pH y principales minerales del queso de Mahon. Arch. Zootecn. 32, 1731. Mariaca, R.G., Imhof, M.I. and Bosset, J.O. (2001). Occurrence of volatile chiral compounds in dairy products, especially cheese - a review. Eur. Food Res. Technol. 212, 253-261. Martinez-Castro, I., Sanz, J., Amigo, L., Ramos, M. and Martin Alvarez, P. (1991). Volatile components of Manchego cheese. J. Dairy Res. 58, 239. McSweeney, P.L.H., Fox, RE, Lucey, J.A., Jordan, K.N. and Cogan, T.M. (1993). Contribution of the indigenous microflora to the maturation of Cheddar cheese. Int. Dairy J. 3, 613-634.
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Moio, L. and Addeo, E (1998). Grana Padano cheese aroma. J. Dairy Res. 65, 317-333. Moio, L., Dekimpe, J., Etievant, P.X. and Addeo, E (1993). Neutral volatile compounds in the raw milks from different species. J. Dairy Res. 60, 199-213. Mora, R., Nanni, M. and Panari, G. (1984). Physical, microbiological and chemical changes in Parmigiano Reggiano cheese during the first 48 hours. Scienza e Tecnica Lattiero-Casearia 35, 20-32. Mulet, A., Escriche, I., Rossello, C. and Tarrazo, J. (1999). Changes in the volatile fraction during ripening of Mahon cheese. Food Chem. 65,219-225. Nlifiez, M., Medina, M. and Gaya, P. (1989). Ewes' milk cheese: technology, microbiology and chemistry. J. Dairy Res. 56,303-321. Ordofiez, J.A., Barneto, R. and Ramos, M. (1978). Studies on Manchego cheese ripened in olive oil. Milchwissenschaft 33, 609-613. Ordofiez, J.A., Masso, J.A., M~irmol, M.P. and Ramos, M. (1980). Contribution /t l'etude du fromage ~Roncal~. Lait 60, 283-294. Ottogalli, G. (2001). Atlante dei Formaggi, Hoepli, Milan. Panari, G., Mongardi, M. and Nanni, M. (1988). Determinazione con metodi chimici delle frazioni azotate del formaggio Parmigiano Reggiano, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, Reggio Emilia. pp. 85-96. Peji6, O.M. (1956). Technology of Milk Products, Nau~naknjiga, Beograd. Phelan, J.A., Renaud, J. and Fox, RE (1993). Some non-European cheese varieties, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, 2nd edn, Fox, RE, ed., Chapman & Hall, London. pp. 421-465. Piergiovanni, L. and Volonterio, G. (1977). Studio delle sostanze responsabili della formazione dell'aroma nel formaggio 'Grana'. 12Industria del Latte 13, 31-46. Resmini, R, Pellegrino, L., Hogenboom, J. and Bertuccioli, M. (1988). Gli aminoacidi liberi nel formaggio Parmigiano Reggiano stagionato, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, Reggio Emilia. pp. 41-58. Resmini, P., Hogenboom, J., Pellegrino, L. and Pazzaglia, C. (1990). Evoluzione del contenuto quali-quantitativo di aminoacidi liberi nel formaggio Grana Padano, in, Grana Padano un Formaggio di Qualita: Studi e Ricerche Progetto di Qualita, Consorzio per la Tutela del Formaggio Grana Padano, Italy. pp. 193-213. Richardson, G.H. and Nelson, J.H. (1967). Assay and characterization of pregastric esterase. J. Dairy Res. 50, 1061-1065. Scott, R. (1981). Cheesemaking Practice, Elsevier Applied Science Publishers, London. Shimp, J.L. and Kinsella, J.E. (1977). Lipids of Penicillium roqueforti. Influence of culture temperature and age on unsaturated fatty acids. J. Agric. Food Chem. 25, 793-799. Toppino, P.M., Rampilli, M., Francani, R. and Pellegrini, N. (1990). Valutazione quali-quantitativa dei macrocomponenti, delle frazioni proteiche e degli acidi organici in formaggio Grana Padano, in, Grana Padano un Formaggio di Qualit& Studi e Ricerche Progetto di Qualitil,
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Extra-Hard Varieties
Consorzio per la Tutela del Formaggio Grana Padano, Italy. pp. 71-95. Turchetto, E. (1988). I1 Parmigiano Reggiano: aspetti nutrizionali, in, Atti Giornata di Studio, Consorzio del Formaggio Parmigiano Reggiano, Reggio Emilia. pp. 123-132. Villasel~or, M.J., Valero, E., Sanz, J. and Mart*nez Castro, I. (2000). Analysis of volatile components of Manchego
cheese by dynamic headspace followed by automatic thermal desorption-GC-MS. Milchwissenschafi 55, 378-382. Walter, H.E. and Hargrove, R.C. (1972). Cheeses of the World, Dover Publications, Inc, New York. Woo, A.H. and Lindsay, R.C. (1984). Concentration of major free fatty acids and flavour development in Italian cheese varieties. J. Dairy Sci. 67,960-968.
Cheddar Cheese and Related Dry-salted Cheese Varieties R.C. Lawrence, J. Gilles* L.K. Creamer, V.L. Crow, H.A. Heap, C.G. HonorS, K.A. Johnston and P.K. Samal, Fonterra Research Centre, Palmerston North, New Zealand
In the warm climates in which cheesemaking was first practised, cheeses would have tended to have a low pH as a result of the acid-producing activity of the lactic acid bacteria and coliforms in the raw milk. In colder climates, it would have been logical either to add warm water to the curds and whey to encourage acid production (the prototype of Gouda-type cheeses) or to drain off the whey and pile the curds into heaps to prevent the temperature falling. In the latter case, the piles became known as 'Cheddars', after the village in Somerset, England, where the technique is said to have been first used about the middle of the nineteenth century. The concept of cheddaring was quickly adopted elsewhere. The first Cheddar cheese factory, as opposed to farmhouse cheesemaking, was in operation in the United States (NY State) in 1861, followed by Canada (Ontario) in 1864 and by New Zealand and England in 1871. Development of cheddaring Cheddar cheese was apparently made originally by a stirred curd process without matting, but poor sanitary conditions led to many gassy cheeses with unclean flavours (Kosikowski and Mistry, 1997). Cheddaring was found to improve the quality of the cheese, presumably as a result of the faster and greater extent of acid production. As the pH fell below about 5.4, the growth of undesirable, gas-forming organisms, such as coliforms, would have been increasingly inhibited. The piling and repiling of blocks of warm curd in the cheese vat for about 2 h also squeezed out any pockets of gas that formed during manufacture. Cheesemakers came to believe that the characteristic texture of Cheddar cheese was a direct result of the cheddaring process. It is now clear that recently developed methods of manufacturing Cheddar cheese do not involve a traditional cheddaring step but the cheese obtained has a texture identical to that of traditionally made Cheddar.
* Deceased 19 January 2003.
The development of the fibrous structure in the curd of traditionally made Cheddar does not commence until the curd has reached a pH of 5.8 or less (Czulak, 1959). The changes that occur are a consequence of the development of acid in the curd and the consequent loss of calcium and phosphate from the protein matrix. Therefore, it is important to recognize that 'cheddaring' is not confined only to Cheddar cheese. All cheeses are 'cheddared' in the sense that all go through this same process of chemical change. The only difference is one of degree, i.e., the extent of flow varies due to differences in calcium level, pH and moisture (Lawrence et al., 1983, 1984). In addition, with brine-salted cheeses, flow is normally restricted at an early stage in manufacture by placing the curd in a hoop. However, if Gouda curd is removed from a hoop, it flows in the same way as Cheddar curd. Similarly, the stretching induced in Mozzarella by kneading in hot water is best viewed as a very exaggerated form of 'cheddaring'. All young cheese, regardless of the presence of salt, can be stretched in the same way as Mozzarella, provided that the calcium content and pH are within the required range (Lawrence et al., 1993). Development of dry-salting In the early days of cheesemaking, the surface of the curd mass was presumably covered with dry salt in an attempt to preserve the cheese curd for a longer period. In localities where the salt was obtained by the evaporation of seawater, it would have been a rational step to consider using the concentrated brine rather than wait for all the liquid to evaporate. The technique of dry-salting, i.e., salting relatively small pieces of curd before pressing, appears to have evolved in England, probably in the county of Cheshire, where rock salt is abundant. Cheshire has been manufactured for at least 1000 years and is thus a more ancient cheese than Cheddar. Variants of Cheshire and Cheddar were developed in specific localities of Britain and have come to be known as British Territorial cheeses. Blueveined cheeses such as Stilton, Wensleydale and Dorset are also dry-salted.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
72
Cheddar Cheese and Related Dry-salted Cheese Varieties
Dry-salting overcomes the major disadvantage of brine-salting, i.e., the 'blowing' of the cheese due to the growth of such bacteria as coliforms and clostridia, but introduces new difficulties because the starter organisms and lactic acid formation are also inhibited by the salt. This inhibition is not a problem when the pH of the curd granules is allowed to reach a relatively low value prior to the application of salt, as in Cheshire and Stilton manufacture. However, the manufacture of a dry-salted cheese in the medium pH range (5.0-5.4), such as Cheddar, is more difficult than that of the Gouda-type cheeses in which the pH is controlled by limiting the lactose content of the curd by the addition of water to the curds/whey mixture in the vat. At the time of salt addition, a relatively large amount of lactose is still present in Cheddar curd (Turner and Thomas, 1980). However, this is not detrimental to the quality of the cheese provided that the salt-in-moisture (S/M) level is greater than 4.5% and the cheese is allowed to cool after pressing (Fryer, 1982). Differences obviously exist in the procedures used for the manufacture of dry- and brine-salted cheeses but these have relatively little effect on the finished cheeses; the production of dry-salted cheeses is similar in principle to that of brine-salted cheeses. Clearly, the rate of solubilization of the casein micelles and the activity of the residual rennet and plasmin in the curd 9. ,. , .i .l l.
ku~~,-
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uttvvtku
,-n . . . . .- u. l J - ~i ,. t. l- ,j ,v -,-,,.,-k
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brining but only during the first few weeks of ripening. There is no evidence to suggest that the mechanisms by which the protein is degraded are affected by the changes in salt concentration as the salt diffuses into the curd. Any differences between dry- and brinesalted cheeses of the same overall chemical composition will therefore decrease as the cheeses age. Traditional Cheddar cheese is visually different from the common brine-salted cheeses such as the Goudaand Swiss-type cheeses, which are more plastic in texture and have 'eyes'. However, both these characteristics are a result of the relatively high pH and moisture of these cheeses and not of brine-salting itself. The texture of a brine-salted cheese is less open than that of traditionally-made Cheddar cheese because the curd is pressed under the whey to remove pockets of air before brining. As a close texture is a pre-requisite for the formation of 'eyes', it has come to be generally believed that 'eyes' can be obtained only in brine-salted cheese. The technique of vacuum pressing allows the removal of air from between the particles of dry-salted curd. This can result in a closeness of texture similar to that of Gouda-type cheeses. Therefore, it is now possible to manufacture dry-salted cheese with 'eyes' provided that the chemical composition is similar to that of tradi-
tional brine-salted cheeses and if the starter contains gas-producing strains (Lawrence et al., 1993). Present and future role of Cheddar-like cheeses
Traditionally, Cheddar was a so-called 'table cheese' and was purchased by the consumer shortly before consumption. In line with the global changes in the dairy and food industries (Creamer etal., 2002), cheese, Cheddar in particular, is commonly purchased from the manufacturer, repackaged, often in vacuum packs, and sold on to supermarkets or food wholesalers. It is also used as the base material for a range of processed cheeses ('Pasteurized Processed Cheese and Substitute/ Imitation Cheese Products', Volume 2) and 'cheesefood' products ('Cheese as an Ingredient', Volume 2). Because of our understanding of the factors controlling the development of Cheddar cheese flavour and texture during maturation, it is possible to produce cheeses with a range of pre-determined characteristics using semi-automated mechanized manufacture ('General Aspects of Cheese Technology', Volume 2). Cheese, as a major ingredient in a food, needs to fulfil certain requirements, such as retention of the flavour and textural characteristics it confers on the food over a substantial storage period. This is coupled with strict composition and price criteria. A good example of meeting this challenge is outlined in detail by Chen and Johnson (2001) in producing a dry-salted cheese using a mesophilic starter suitable for hot-melt products, such as Pizza pies, without using the pastafilata (Mozzarella) process.
During the latter half of the twentieth century, there were a number of significant changes to the way in which Cheddar cheese is manufactured. The single most important factor supporting those changes has been the availability of reliable starter cultures. The successful development of continuous mechanized systems for Cheddar manufacture has depended upon the ability of the cheesemaker to control precisely both the expulsion of moisture and the increase in acidity required in a given time. This in turn has led to the recognition that the quality of cheese, now being made on a very large scale in modern cheese plants, can be guaranteed only if its chemical composition falls within pre-determined ranges. Nevertheless, Cheddar cheese is still a relatively difficult variety to manufacture because the long ripening period necessary for the development of the required mature flavour can also be conducive to the formation of off-flavours. In addition, its texture can vary considerably. The intermediate position of
C h e d d a r C h e e s e and Related Dry-salted C h e e s e Varieties
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73
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---
Classification of traditionally manufactured cheese varieties by their characteristic ranges of the ratio of calcium to solids-not-fat and pH.
Cheddar cheese in the total cheese spectrum (Lawrence et al., 1984) (Fig. 1) is particularly exemplified by its textural properties, which lie between the crumbly nature of Cheshire and the plastic texture of Gouda. The traditional manufacture of Cheddar cheese consists of: (a) coagulating milk, containing a starter culture, with rennet; (b) cutting the resulting coagulum into small cubes; (c) heating and stirring the cubes with the concomitant production of a required amount of acid; ( d ) w h e y removal; (e) fusing the cubes of curd into slabs by cheddaring; (f) cutting (milling) the cheddared curd; (g) salting; (h) pressing; (i) packaging and ripening (Fig. 2). Although it is impossible to separate the combined effects of some of these operations on the final quality of the cheese, they will, as far as possible, be considered individually. Effect of milk composition and starter culture
Cheesemaking basically involves the removal of moisture from a rennet-induced coagulum (Fig. 3). The four major factors involved are the proportion of fat in the curd, the curd particle size, the cooking (scalding) temperature and the rate and extent of acid production
o
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A typical manufacturing schedule for Cheddar cheese.
_
(Whitehead and Harkness, 1954; Lawrence et al., 1983; Johnston et al., 1991). In order to achieve uniform cheese quality in large commercial plants, the manufacturing procedures must be as consistent as possible. The first requirement is uniformity of the raw milk. This is achieved by bulking the milk in a silo to even out differences in milk composition from the various districts supplying milk to the cheese plant. Preferably, the milk should be bulked before use so that its fat content can be standardized accurately. For Cheddar cheese varieties, the milk is normally standardized to a casein/fat ratio between 0.67 and 0.72. The more fat present in the cheese milk, and therefore in the rennet coagulum, the more difficult it is to remove moisture under the same manufacturing conditions because the presence of fat interferes mechanically with the syneresis process. Standardization has traditionally involved manipulation of the fat content of the cheese milk to give a specific casein/fat ratio. This is usually achieved either by partially removing the fat from the whole milk stream or by removing all the fat from the whole milk and adding back a portion to the skim milk stream. However, recent developments in membrane
35-40 min 2 h 20 min-2 h 45 min
__
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The main factors in the expulsion of moisture from a rennet-induced milk coagulum.
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Dimensions of curd
<5
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74
Cheddar Cheese and Related Dry-salted Cheese Varieties
processing technologies have meant that the protein component of the whole milk can now be standardized also. There are a number of options by which the protein content of cheese milk can be standardized. An example is concentrating the level of protein in a skim milk stream by uhrafihration and adding the retentate back to the whole milk stream to boost the protein concentration in the whole milk to the target level, which is typically between 3.5 and 4%. The manufacture of Cheddar cheese is more dependent on uniform starter activity than that of washed curd cheeses, such as Gouda. The proper rate of acid development, particularly before the whey is drained from the curd, is essential if the required chemical composition of the cheese is to be obtained (Whitehead and Harkness, 1954; Lawrence etal., 1984). However, the curd is 'cooked' to expel moisture at a temperature that normally adversely affects the starter bacteria. The cheesemaker must therefore exert judgement to ensure that the desired acid development in the curd is reached at about the same time as the required moisture content. The starter system used in New Zealand cheese plants is based on the continuous use of a single triplet starter comprising three defined strains of Lactococcus lactis subsp, cremoris selected primarily on the basis of their acid production, phage resistance and flavour development (Heap, 1998). Defined starter systems are now widely used in the United States (Richardson 9-,~- ,-,1
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and Australia (Heap and Lawrence, 1988" Limsowtin et al., 1996) and have replaced the undefined commercial mixed-strain cultures of the type still used exclusively for the manufacture of Gouda-type cheeses in The Netherlands (Stadhouders and Leenders, 1984). If the cooking temperature is kept constant (for instance at 38 ~ throughout the cheesemaking year and standardized milk is used, by far the most important factor in producing Cheddar cheese of uniform quality is the extent of acid production in the vats. In New Zealand, this is managed successfully in two ways: (a) the use of reconstituted skim milk or suppliers' milk of good quality for the preparation of bulk cheese starter; (b) the ability of the cheese industry to produce neutralized bulk cheese starter and to control the ratios of the starter strains added to the cheese milk (Heap, 1998). To compensate for seasonal changes in milk composition, it is normally necessary only to vary the percentage inoculum of starter to achieve the required acidity at draining. Effect of coagulant
The amount of rennet added should be the minimum necessary to give a firm coagulum in the set-to-cut time
(time between rennet addition and cutting) required. In Cheddar cheese manufacture, the set-to-cut time is usually in the range 35-45 min. There is a range of animal, microbial and recombinant rennets to choose from and their advantages and disadvantages are discussed in 'Rennets: General and Molecular Aspects', Volume 1. Calf rennet, high in chymosin, has been used traditionally for Cheddar cheese production. The advantage of using a high chymosin content calf rennet is that the flavour and the texture of aged Cheddar are more predictable, with less bitterness. The same could be said for the recombinant chymosins. However, some customers have strong aversions to the use of genetically engineered ingredients in cheese. Some cheese manufacturers are now investigating the use of microbial rennets, which provide the added advantage of being suitable for Kosher, Halal and some vegetarian products. In addition, use of microbial rennets in Cheddar cheese production opens up the options for downstream whey products (whey protein concentrates, milk protein concentrates, etc.). Changes in the volume of rennet added, an increase or decrease in the setting temperature, addition of calcium chloride and/or pH adjustment may be required to avoid any seasonal changes in milk composition and functionality. The rennet-induced coagulum consists of a continuous network of protein that entraps both water and fat ~LUUULL~...~.
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units of protein held together by various forces. Several reports (Eino et al., 1976; Green et al., 1981, 1983) have concluded that the microstructure of the coagulum produced by different types of milk coagulant is a major factor determining the structure and texture of Cheddar cheese. It has been suggested (Green et al., 1981) that 'the structure of the protein network is laid down during the initial curd-forming process and is not fundamentally altered during the later stages of cheesemaking and that the fibrous and more open framework of curd formed by bovine and porcine pepsins might be a reason for the softer curd associated with their use' (Eino et al., 1976). This implies that different milk coagulants significantly affect the initial arrangement of the network of protein structural units. However, it is more likely that the proportion of minerals lost from the coagulum, as a result of the change in pH throughout the entire process, largely determines the texture of a cheese. As one would expect, the type of rennet used and the amount retained in the cheese curd affect the degree of proteolysis as the cheese ripens (Stanley and Emmons, 1977; Creamer etal., 1985) (cf. 'Rennetinduced Coagulation of Milk', 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis
Cheddar Cheese and Related Dry-salted Cheese Varieties
and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', and 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1). The early stages of Cheddar cheese manufacture, specifically gel assembly and curd syneresis, have been reviewed (Fox, 1984; Green, 1984) ('Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1). Electron microscopy studies (Kimber et al., 1974; Kalab, 1977; Stanley and Emmons, 1977) have shown that the casein micelles, which are separate initially, aggregate, coalesce and finally form a multi-branched casein network. The fat globules, also separate at first, are gradually forced together as a result of shrinkage of the casein network. After the coagulum is cut, the surface fat globules are exposed and washed away as the curd is stirred. This leaves a thin layer depleted of fat at the curd granule surface. During matting, the layers of adjacent curd granules fuse, leading to the formation of fat-depleted junctions (Lowrie et al., 1982). Starter bacteria are trapped in the casein network near the fat-casein interface, which has been shown to be the region of highest water content in the mature cheese (Kimber et al., 1974). In all cheese varieties, the outline of the original particles of curd formed when the rennet-induced coagulum is cut can be readily distinguished by scanning electron microscopy (Kalab et al., 1982). In addition, in traditionally-made Cheddar cheese, the boundaries of the milled curd pieces can be seen (Lowrie et al., 1982). These curd granules and milled curd junctions in Cheddar cheese are permanent features, which can still be distinguished in aged cheese. Effect of cutting
The objective of cutting the coagulum, and indeed the objective of the heating and stirring stages that follow cutting, is to facilitate syneresis ('The Syneresis of Rennet-coagulated Curd', Volume 1). However, the cutting operation, together with the speed of stirring following cutting, also influence how large the particles will be at draining and how much of the original milk components (fat and protein) are lost to the whey. The size distribution of the particles at draining is one of the key factors for controlling the moisture content of cheese. The larger the particles, the more moisture that is retained (Whitehead and Harkness, 1954). Maximizing moisture (or moisture in the nonfat substance (MNFS)) and minimizing losses (fat and cheese fines) to the whey will ensure the highest possible yield and profitability (Lawrence and Johnston, 1993). Therefore, cutting is a key operation in cheesemaking and influences not only the composition but also the yield of the finished cheese.
75
Johnston et al. (1991) showed that the speed and duration of cutting in 20 000 1 Damrow cheese vats during commercial Cheddar cheese production determines the curd particle size distribution at draining and hence the moisture content of the final cheese. The whey fat losses could be minimized by the choice of the cutting protocol used. They concluded that, as cutting proceeded, the particle size distribution increasingly favoured smaller particles and that there were two different effects (Fig. 4). In region I, where the cutting cycle is too short, large curd particles remaining after cutting will be reduced in size by smashing during the subsequent stirring phase. Smashing results in small curd particles and fines at draining and high whey fat losses. Between regions I and II, the curd particle size following cutting is small enough to avoid smashing during subsequent stirring and therefore the curd particle size is at a maximum and whey fat losses are at a minimum. In region II, continued cutting gives rise to a greater proportion of smaller curd particles and, in the absence of smashing, whey fat losses remain low. Based on this explanation, Johnston et al. (1991) proposed a model (Fig. 5) for cutting that explains how variations in cutting speed and duration of cutting, followed by a constant stirring speed, determine the curd particle size distribution in a Damrow cheese vat. Each of the five curves (Fig. 5) represents the variations in curd particle size distribution with the duration of cutting, for a constant speed of cutting. Each curve depends on the duration of cutting and is characterized by a specific duration of cutting at which the curd particle size is at a maximum. As the cutting speed is reduced and the duration of cutting is increased to avoid shattering during stirring, the maximum curd particle size increases. Cutting beyond a certain duration, irrespective of the speed of cutting, does not further reduce the curd particle size. A similar study (Johnston et al., 1998) using Ost vats (30 000 1) showed similar trends. However, the Ost vat study also showed that, although similar, the trends were sufficiently different to warrant the characterization of each vat type as to the effect of the speed and duration of cutting, before implementing a specific cutting regime. Effect of heating (cooking) the curd
During cooking, the curds are heated to facilitate syneresis and aid in the control of acid development. The moisture content of the curds is normally reduced from approximately 87% in the initial gel to below 39% in the finished Cheddar cheese. The expulsion of whey is aided by the continued action of rennet as
76
Cheddar
Cheese
and Related
Dry-salted
Cheese
Varieties
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I
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Effect of the speed and duration of cutting on the proportion of curd particles <7.5 mm at draining and the fat content of the whey at running.
well as the combined influence of heat and acid. The temperature should be raised to 38-39 ~ over a period of about 35 min. The curds shrink in size and become firmer during cooking.
801 o4 E 70
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,
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Curves showing the effect of the speed and duration of cutting on the proportion of particles <7.5 mm. Cutting speeds were: (9 2 rev/min; (A), 4 rev/min; (A), 5 rev/min; (I-1), 6 rev/min; ( i ) , 8 rev/min. The continuous lines show the data of Johnston et al. (1991) and the dotted lines are the anticipated trends.
at t h e v a t s t a g e
The single most important factor in the control of Cheddar cheese quality is the extent of acid production in the vat (Fig. 6) because this largely determines its final pH (Lawrence and Gilles, 1982; Creamer et al., 1988) and the basic structure of the cheese (Lawrence et al., 1983). As the pH of the curds decreases, there is a concomitant loss of colloidal calcium phosphate from the casein sub-micelles and, below about pH 5.5, the sub-micelles dissociate into smaller aggregates (Roefs et al., 1985). As the amount of rennet added and the temperature profile are normally constant in the manufacture of Cheddar cheese, the pH change in the curd becomes the important factor in regulating the rate of whey expulsion (Van Slyke and Price, 1952; Lawrence et al., 1984). In mechanized cheesemaking systems, the cheese is usually made to a fixed time schedule. In New Zealand, the time between 'setting' (addition of milk coagulant) and 'running' (draining of whey from the curds; also called 'pump out') is normally 2 h 40 min +_ 10 min. The percentage of starter added determines the increase in titratable acidity or
Cheddar Cheese and Related Dry-salted Cheese Varieties
Acid production in vat
%>
Decrease in pH of curd
Loss of calcium and phosphate
pH and mineral content of curd at draining
Basic structure of cheese
%> Breakdown of casein network during ripening
Cheddar texture and flavour Relationship between the extent of acid production up to the draining stage and the production of Cheddar cheese flavour and texture.
decrease in pH between 'cutting' and 'running'. The extent of acidity increase at this stage is particularly important because it also controls the increase in acidity from 'drying' (when most of the whey has been removed) onwards (Dolby, 1941). The actual increase in acidity may need to be adjusted at intervals throughout the year to achieve the required pH in the cheese at 1 day. This depends upon changes in the chemical composition of the milk, which, in turn, are determined by both the feed of the cow and the lactational cycle. The pH at draining also determines the proportions of residual chymosin (calf rennet) and plasmin in the cheese (Holmes et al., 1977; Lawrence et al., 1984; Creamer et al., 1985). Chymosin plays a major role in the degradation of the caseins during ripening and in the consequent development of characteristic cheese flavour and texture. While curds remain in the whey, there is a continual transfer of lactose to the curds. The whey thus provides a reserve of lactose which prevents any great decrease in lactose concentration in the curd. After the whey has been removed, this reserve is no longer available and the lactose content of the curd falls rapidly as the fermentation proceeds. Curd that has been left in contact with the whey for a longer period has a
77
higher lactose content than curd of the same pH value from which the whey has been removed earlier (Dolby, 1941; Czulak et al., 1969). Acid production can be under complete control only if defined starter systems, such as the single triplet starter, where the individual strains have been selected based on their sensitivity to the manufacturing temperature profile, are used (Lawrence and Heap, 1986; Heap, 1998). Use of this culture has allowed New Zealand cheesemakers to reduce the time from 'set' to 'salt' to about 4 h 30 min. Even shorter times are potentially possible but these are limited by the rate at which moisture can be expelled from the curds in the traditional Cheddar process. Experience has shown that it is preferable to produce lactic acid relatively slowly during the early stages of curd formation and cooking, followed by an increasing rate after draining the whey from the curds. This procedure retains more of the calcium and phosphate in the curd. A recent trend in Europe has been to include a thermophilic strain in starter blends comprising mesophilic strains used for making pressed cheeses (Beresford and Cogan, 1997), as well as soft-ripened cheeses. The rationale for the inclusion of this strain would appear to be in terms of providing a relatively slow rate of acid production at a low temperature of manufacture (high-pH, white-mould cheeses). However, phage attack of the mesophilic strains in these starter blends has led to variable rates of acid production in the cheese vats and problems controlling the final moisture content of the cheese (Heap, personal observation). Effect of cheddaring
The series of operations consisting of packing, turning, piling and re-piling the slabs of matted curd is known as cheddaring. The curd granules fuse under gravity into solid blocks. Under the combined effect of heat and acid, matting of the curd particles proceeds rapidly. The original rubber-like texture gradually changes into a close-knit texture, with the matted curd particles becoming fibrous. The importance attached to flow in the past varied markedly from country to country. In Britain, it was common for each Cheddar block to be made to spread into a thin, hide-like sheet covering an area of about a square metre, whereas in New Zealand only moderate flow was induced, the final Cheddar block being little different in dimensions from when first cut. Czulak and his colleagues (Czulak and Hammond, 1956; Czulak, 1958, 1959; King and Czulak, 1958) initially concluded that extensive deformation and flow were essential in Cheddar cheesemaking. However, further research in Australia
78
Cheddar Cheese and Related Dry-salted Cheese Varieties
(Czulak, 1962), New Zealand (Harkness et al., 1968) and Canada (Lowrie et al., 1982) slowly led to the view that 'cheddaring' is not an essential step and serves no purpose other than to provide a holding period during which the necessary acidity develops and further whey can be released from the curds. This loss of whey is controlled by the acidity and temperature of the curd. The temperature is important, both directly and indirectly, because the rate of acid development is also influenced by temperature. In general, a higher temperature during cheddaring increases the expulsion of whey from the curds. In the traditional process, manipulations of the curd, i.e., the cutting of the matted curd into different sized blocks, the height of piling and the frequency of turning the curd blocks, also aid in moisture control. Mechanical forces- pressure and f l o w - have been shown (Czulak and Hammond, 1956; Czulak, 1959) to be an important factor in the development of the fibrous structure in the curd. This is clearly seen in the arrangement of the fibres, which follow the direction of the flow. However, a fibrous structure cannot be brought about by pressure and deformation unless the curds have reached a pH of 5.8 or less (Czulak, 1959). This suggested that pressure and flow serve to knit, join, stretch and orientate the network of casein fibres already partly formed in response to rising acidity. The readiness to flow, the type of fibres and the density of
resulting in a change in the conformation of the caseins. The concomitant loss of moisture from the casein micelles may also possibly contribute to the conformational change. Czulak (1962) concluded that the characteristic close texture of Cheddar cheese could be obtained without cheddaring. However, he suggested that in mechanizing the cheesemaking process it was probably most convenient, while holding the curd for acidity to develop, to allow the particles to mat together 'but to apply no labour or equipment for its fusing beyond that necessary for ready handling'. Almost all modern mechanized Cheddar cheesemaking systems are based upon these conclusions and involve little or no flow of the curd mass. This development was supported by the success achieved in the manufacture of cheese of normal Cheddar characteristics, particularly in the United States, by 'the stirred curd' process. This strongly indicates that flow and the cheddaring process itself are of little or no significance in the Cheddar cheesemaking process. Similar conclusions were also reached by research workers (Harkness et al., 1968) in New Zealand.
tL .hL pl ~ i4 r .L t
(,~'~ ~4[~]
nl .L~,-p t ~LxYzVn~_P r bl
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and
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moisture. The warmer the curd and the higher its moisture content, the more readily it flows and the finer, longer and denser are the fibres. Czulak (1959) also concluded that it is possible to influence curd structure by manipulating pH, pressure and temperature and that a direct relationship exists between the structure and the water-holding capacity of the curd. This was confirmed by Olson and Price (1970), who showed that extension and rapid flow of curd during cheddaring produced a higher moisture content in the resulting cheese. Fluorescence microscopy has demonstrated the change of the casein from spherical granular particles to a fibrous network (King and Czulak, 1958). Whereas some granular structure was evident in curd grains, the conversion to the fibrous form was complete in cheddared curd. The fibrous shreds of cheddared curd consist of flattened, elongated curd particles that overlap each other, forming a networktype structure with the protein as a continuous phase. The exact mechanism responsible for these observed changes in cheddared curd is not known with certainty but the loss of minerals from the casein micelles in the curd is likely to be the major factor. The loss of calcium phosphate will destabilize the casein micelles,
Effect of milling
The milling operation consists of mechanically cutting the cheddared curd into small pieces in order to: iL .L .t.1 ~. ... .t . q ~ . . G A O %.. tL Lh t%... . . . .O
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more uniform salt distribution into the curd; (b) encourage whey drainage from the curd; (c) assemble the curd in a convenient form for hooping or block-forming. There is a practical upper limit to the cross-section of milled curd before salting for two reasons: (a) there is inadequate whey drainage after salting with large particles; (b) the larger the curd particles, the smaller is the surface/volume ratio. With larger particles, a higher salting rate is therefore required to achieve a given final level of S/M in the cheese. This increases the chance of seaminess (Conochie and Sutherland, 1965a) and gives higher salt losses in the whey (Gilles, 1976). The longer time required for salt penetration allows a greater development of acid in the centre of large curd particles than in smaller particles and this may result in a 'mottled' appearance of the final cheese. Gilbert (1979) pointed out that ideally the curd should be cut into spheres to obtain a uniform mass/surface area profile. However, the best that can be achieved (Breene et al., 1965; Gilbert, 1979) is to use a curd mill that produces a shredded curd, flakes of curd or tinge>like pieces of curd. The curd mill speed can be increased or decreased to change the curd particle size and shape, which in turn affect the
Cheddar Cheese and Related Dry-salted Cheese Varieties
cheese S/M ratio (Samal, personal observation). The more uniform the ratio of surface area to curd mass after milling, the more uniform will be the rate of salt diffusion into the milled curd particles and more consistent will be the amount of salt retained. It is worth noting that these conditions are more closely satisfied if the curd is not cheddared but is kept in the granular state prior to salting. Milling has little role in granular curd cheesemaking; see 'Stirred curd or granular cheese'.
79
Salt (and more specifically S/M) plays a number of roles in the quality of Cheddar cheese by controlling: (a) the final pH of the cheese (Thomas and Pearce, 1981; Lawrence and Gilles, 1982), (b) the growth of microorganisms, specifically starter bacteria and undesirable species such as coliforms, staphylococci and clostridia, and (c) the overall flavour and texture of the cheese. The S/M level controls the rate of proteolysis of the caseins by the rennet, plasmin and bacterial proteases. Proteolysis, and thus the incidence of bitterness and other off-flavours, decreases with an increase in salt concentration (Thomas and Pearce, 1981; Pearce, 1982). At S/M levels >5.0%, bitter flavours are rarely encountered (Lawrence and Gilles, 1969); below this level there is more or less an inverse linear relationship between S/M and the incidence of bitterness. General aspects of salt in cheese are considered in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1; some specific aspects in relation to Cheddar are considered below.
thereby released to dissolve more salt. The proportion of moisture in the curd and the amount of salt added both affect the rate of solution of the salt. The high salt content of the surface of the milled curd particles reduces the tendency of the particles to fuse together. The difference between dry-salting and brine-salting is, in effect, the availability of water at the surface of the curd. With brine-salting, salt absorption begins immediately; release of whey occurs, as in dry-salting, but is not a pre-requisite for salt absorption. In modern cheese plants, it is essential that the curd particles prior to salting are consistent from day to day with respect to moisture content, particle size and shape, acidity level and temperature, and that the application of salt is uniform. This gives the cheesemaker control over both the mean salt content and, equally important, variations (standard deviation) within a day's manufacture. Cheese specifications normally require both moisture and S/M to be within specified ranges. This means that in practice variations in the moisture content of the curd prior to salting must not be greater than ___1%. It has been suggested (Sutherland, 1974; Gilbert, 1979) that the size of the salt crystals used is important for both salt uptake and moisture control. In practice, however, the major requirement in mechanized cheese plants is that the size range of the salt crystals should be narrow. If the range is variable, the delivery of salt from the equipment is erratic. The presence of large amounts of very fine crystals also results in excessive salt dust within the plant environment. Although salt promotes syneresis, it should not be used in mechanized Cheddar cheesemaking as a means of making a significant adjustment to the moisture content of the curd. However, in practice, because of variations in milk buffering capacity, starter activity and plant breakdowns, day-to-day variations in the curd pH and moisture are not uncommon. Therefore, slight adjustments are made to the quantity of added salt to attain consistency in the salt and moisture contents in the curd. The salting techniques commonly used in mechanized cheesemaking are: boom-salting, in one or two stages, and trommel salting. The former uses salt addition to the curd on a mass/volume ratio whereas the latter uses a mass/mass ratio. More details on salting systems are included in 'General Aspects of Cheese Technology', Volume 2.
Salting of milled curd The salt crystals dissolve on the moist surfaces of the milled curd particles and form a brine. This diffuses into the curd matrix through the aqueous phase, causing the curd to shrink in volume, and more whey is
Mellowing after salting Sufficient time must be allowed after salting (the mellowing time) to ensure the required absorption of salt on the curd surface and continued free drainage of whey. It was suggested earlier that the curd could be
Mellowing prior to salting In the traditional procedure for Cheddar cheese manufacture, the milled 'chips' were left until the newly cut surfaces glistened as a mixture of whey and fat exuded from them. The mellowing period provided time to produce sufficient surface moisture to dissolve the salt crystals when they were applied and gave rise to better salt retention. The purpose of the traditional mellowing period ('dwell time') was to allow for further moisture release and acidity increase. In modern mechanized Cheddar cheese plants, salt is added to the curd pieces immediately after milling, and continuous agitation of the milled particles is used to encourage whey flow and salt absorption. Effect of salting
80
Cheddar Cheese and Related Dry-salted Cheese Varieties
hooped as soon as it had been salted. However, this led to problems in cheese made by these shorter processes (Czulak, 1963), specifically to the entrapment of whey and consequently to excessive moisture and uneven colour in the cheese. As a result, a number of investigations have been carried out to determine the factors that influence the amount of salt absorbed and the speed of its absorption (Breene et al., 1965" Sutherland, 1974; Gilles, 1976; Gilbert, 1979). The amount of salt absorbed by the curd and the rate of subsequent whey drainage are related to the availability of dissolved salt on the curd particle surfaces, and to the physical characteristics of the curd, e.g., fat-free curd allows faster diffusion (Sutherland, 1977). Even when a mellowing time of more than 30 min is maintained and the level of salt addition is uniform, large variations may still occur in the salt content of cheeses because other conditions that affect salt absorption are not controlled. For instance, the curd temperature, the depth of curd, the extent of stirring after salt addition and the degree of structure development in the curd are also significant factors in the control of salt absorption and subsequent whey drainage (Sutherland, 1974; Gilles, 1976). Therefore, it is not surprising that there have been conflicting reports as to how long the mellowing time after salting should be. It is clear that holding for at least 15 rain is necessary to minimize the loss of salt during pressing (Rreene at a l 1065"1 Other renort.~ ,~lltJ~e.qt that the pressing of the salted curd should be delayed for at least 30 min (Gilles, 1976) and preferably for 45-60 min (Breene et al., 1965). Some loss of salt occurs even when the mellowing time is extended to 60 min. However, an increase in the mellowing time substantially reduces the proportion of whey expelled during pressing and greatly improves the degree of salt absorption (Sutherland, 1974). Mechanized cheese plants nowadays have a mellowing time of 20-40 min, which is usually adequate for satisfactory salt uptake and whey removal (C.G. Honor~ and P.K. Samal, unpublished results). The irregular effect of curd temperature on the extent of salt absorption was thought (Breene et al., 1965) to be caused by a protective layer of fat exuding from the surface of curd particles. Less fat was present on curd surfaces at 26 ~ than at 32 ~ Above 38 ~ such fat was melted and dispersed in the brine solution that was present on the surface. In general, however, a decrease in the curd temperature at salting increases the S/M of the final cheese (Sutherland, 1974). Curd salted at a high pH retains more salt (Dolby, 1941) and is more plastic than curd salted at a low pH. Similarly, for a given salting level, the S/M is high when the titratable acidity is low (Gilles, 1976). x
. . . . . .
,
.
o
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-
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Salting the curd under the most favourable conditions for salt absorption reduces the proportion of salt required and reduces salt losses (Gilles, 1976) and also helps to overcome the defect of seaminess (Czulak, 1963; Czulak et al., 1964). Equilibration of salt within a cheese
The rate of penetration of salt into cheese curd is very slow (McDowall and Dolby, 1936" Guerts et al., 1974; Sutherland, 1977; Morris et al., 1985) and a mean diffusion rate of 0.126 cm2/day for salt in the water of Cheddar cheese has been reported (Sutherland, 1977). This corresponds well with salt migration values for Gouda cheese of the same moisture content (Guerts et al., 1974), suggesting that the matrix structures of the two cheese types are similar. Despite the low rate of salt diffusion, it was nevertheless believed that the S/M concentration in Cheddar cheese was essentially uniform within a few days (McDowall and Dolby, 1936). Reports (Morris, 1961" Fox, 1974; Sutherland, 1977; Thomas and Pearce, 1981) suggested that wide variations occurred in salt content between blocks from the same vat and even within a block. Also, there was appreciable variation in the salt and moisture contents of small plug samples taken from different cheeses from the same vat (Sutherland, 1977; Thomas and Pearce, 1981). With increased plant mechanization and automation, better designed cheese vats and improved salting devices, the S/M variation within a block of cheese and between blocks of cheese from the same vat is reasonably well controlled. As the consistency of cheese flavour is directly related to the extent of variability in S/M, the need to produce a curd mass consisting of particles of uniform cross-section at the time of salting cannot be over-emphasized (Fig. 7).
Acidity development Curd particle Curd acidity/pH cross-section at salting at salting
Moisture
,,'
content of curd
. . . . . 1~> Salt uptake <~
Salt-in-moisture
Salting rate
I
The main factors that affect the salt uptake and S/M level in Cheddar cheese.
Cheddar Cheese and Related Dry-salted Cheese Varieties
Seaminess and fusion
When curd particles are dry-salted, discrete boundaries are set up between the individual particles, in contrast to brine-salted cheeses where there is only one boundary, i.e., the cheese rind or exterior. The addition of dry salt causes shrinkage of the curd and a rapid rate of release of whey containing calcium and phosphate, particularly in the first few minutes of pressing. It has been suggested that the salted surface of the curd particle acts as a selective permeable membrane, thereby concentrating calcium and phosphate at the surface of the curd particle (McDowall and Dolby, 1936). It is possible that this calcium gradient is also accentuated, under some circumstances, by the variations in pH between the surface and the interior of the salted curd particle owing to inhibition of starter activity by the high salt concentration at each curd boundary. The establishment of a pH gradient leads, in turn, to a shallow calcium gradient (Le Graet et al., 1983), the magnitude of which will depend on the size of the curd particle and the proportion of salt added. In its most extreme form, the deposition of calcium phosphate crystals results in the phenomenon of seaminess in Cheddar cheese (Czulak, 1963; Conochie and Sutherland, 1965a; A1-Dahhan and Crawford, 1982), a condition in which the junctions of the milled curd particles are visible after pressing. Seaminess is more frequent and more marked with cheese of low moisture and high salt content and in some cases persists after the cheese has matured (Czulak et al., 1964). The binding between curd particles is usually weak, due to incomplete fusion. This often leads to crumbling when the cheese is sliced or cut into small blocks for packing. Photomicrographs show that, in both seamy and non-seamy Cheddar cheese, crystals of calcium orthophosphate dihydrate are dispersed throughout the cheese mass (Conochie and Sutherland, 1965a), but in seamy cheese they are concentrated in the vicinity of the surfaces of the milled curd particles to which salt was applied. To a depth of about 20 b~m below these surfaces, the protein appears to be denser than elsewhere, suggesting that severe dehydration of the surface occurs on contact with dry salt. The observation (Van Slyke and Price, 1952; Czulak, 1963) that seaminess is reduced by washing the curd after milling and before salting can be explained by the removal of calcium and/or phosphate from the surface layer. In addition, the provision of more water will lessen the dehydrating and contracting effect of salt on the surface layer. Seaminess and poor bonding between the curd particles occur together and treatment with warm water corrects both defects. Poor fusion of the curd as a con-
81
sequence of heavy salting results from changes in the protein at the surface, from poor contact between the hardened surfaces, from the physical separation brought about by the presence of salt crystals and, when these have disappeared, from the growth of the calcium ortho-phosphate crystals (Conochie and Sutherland, 1965a). Fusion of the particles is improved by an increase in the pH, temperature or moisture content of the curd. Effect of pressing
Traditionally, Cheddar cheese was pressed overnight using a batch method. The development of the 'blockformer' system (Wegner, 1979; Brockwell, 1981; Tamime and Law, 2001; 'General Aspects of Cheese Technology', Volume 2) offered two major advantages for modern cheesemaking plants: firstly it is a continuous process and secondly the residence time is reduced to about 30-45 min. The curd is fed continuously into an extended hoop (tower) under a partial vacuum, and mechanical pressure is applied at the base of the tower for a very short period, usually for about 1 min. In traditionally made Cheddar, the two common types of textural defect are mechanical- and slitopenness. Mechanical-openness (occurrence of irregularly shaped holes) is evident in very young cheese but decreases markedly during the first or second week after manufacture and changes little thereafter (Czulak et al., 1962; Irvine and Burnett, 1962; Price et al., 1963). However, in Cheddar cheese blocks from block-formers, mechanical-openness is barely visible immediately after manufacture and becomes prominent at about 4 weeks after manufacture (Samal, personal observation). Slitopenness is usually absent in freshly made cheese (Robertson, 1965a) but develops during maturation (Hoglund et al., 1972a). The extreme expression of this defect, known as fractured texture, is found only in mature cheese. A comprehensive survey of commercial Cheddar cheese on the United Kingdom market carried out during 1958-1961 showed that mechanically open cheese was usually almost free of fractures and conversely that badly fractured cheese usually had few mechanical openings (Robertson, 1965b). The term 'fracture' is normally used to describe long slits, i.e., slits longer than about 3.5 cm. As a result of the growth of the cheese pre-packaging trade, the importance attached to fractures in cheese has greatly increased because fractures can result in the break-up of cheese during prepackaging. The basic mechanisms for the formation of openness in Cheddar cheese depend firstly on mechanical-openness, i.e., microscopic nuclei or larger air spaces in the cheese structure, and secondly on gas production by microorganisms (Martley and Crow, 1996).
82
Cheddar Cheese and Related Dry-salted Cheese Varieties
From the observation (Walter etal., 1953) that cheese hooped under whey had a completely close texture and from their own studies of curd behaviour, Czulak and Hammond (1956) concluded that air entrapped during compression of curd was responsible for mechanically open texture. They considered that during compression of the salted, granular curd, the spaces between the granules diminish until they form a complex of narrow channels filled with air. Under further pressure, some of the air is forced out, the escape of the remainder being blocked by closure of the channels at various points and the high surface tension developed by traces of whey in the remaining narrowed outlets. The isolated pockets of trapped air form numerous small irregular holes in the cheese. Conventionally-made Cheddar cheese has a significantly closer texture than Granular cheese. The effect of cheddaring on texture appears to be due to the presence of milled strips of curd (fingers) compared with the relatively small granules of uncheddared curd present in Granular cheese. The larger the fingers of curd, the fewer are the pockets of trapped air and the closer is the texture of the cheese. As mentioned previously, however, there is a practical limit to the size of milled curd because large curd fingers may result in inadequate whey drainage after salting. During the last 50 years, there has been a marked reduction in the incidence of both texture defects by: (,-,'~
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,,c,.
,-,f
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(Whitehead and Jones, 1946)" (b) the change from the manufacture of 36 kg rinded cheese to smaller 20 kg rindless cheese" (c) the introduction of vacuum pressing; (d) the use of defined single-strain cultures from which gas-producing strains have been omitted. The beneficial effects of these modifications are undoubtedly associated with a reduction in the gas content of the cheese. The production of carbon dioxide during ripening by non-starter bacteria has been associated with the development of slit-openness (Hoglund et al., 1972a) but gas production is considered to be of secondary importance compared with manufacturing conditions (Hoglund et al., 1972b). It is the relatively insoluble and biologically inactive nitrogen in the entrapped air that contributes to the ultimate openness of the cheese because the oxygen is rapidly metabolized during ripening.
Vacuum pressing It was a logical step to prevent the entrapment of air between the curd particles by pressing the curd under vacuum, a procedure first patented in Canada by Smith etal. (1959). A moderately high vacuum, approximately 33 kPa pressure, is required. Vacuumtreated cheese is free, or almost so, of mechanical-
openness when 2 weeks old and remains free throughout maturation (Robertson, 1965a). There was some disagreement among the various research groups as to the optimum conditions for vacuum pressing (Robertson, 1965b). Initially, the cheddared and salted curd was pre-pressed under vacuum for 30 min before d r e s s i n g - or trimming, followed by normal pressing (Czulak et al., 1962). Later work suggested that pressures greater than 180 kPa appeared to be required during and after vacuum pressing to achieve a close texture (Robertson, 1965b). An important development in Australia was the hooping of granular, salted curd and pressing under vacuum (Czulak, 1962). It was found that the use of vacuum pressing ensured the characteristic close texture of Cheddar cheese and thus eliminated the need for cheddaring. This observation was particularly significant for the complete mechanization of Cheddar cheese manufacture. Trials in New Zealand (Robertson, 1965a) quickly confirmed the Australian conclusions. Maximum reduction in openness was achieved with the combined use of vacuum pressing of granular curd and a homofermentative starter (Hoglund etal., 1972a). Presumably, air can be removed more readily by vacuum from granular curd than from the closer textured cheddared curd. The technique used in the 'block-former' system of filling hoops under a partial vacuum is particularly effective in achieving a close tL1~.x~ o v t ,Ll ~rto-
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Mechanical-openness is rarely found in cheese made by the 'block-former' system, if the recommended operating procedures are practised in the blockformer, e.g., filling time, residence time, pressing time and appropriate vacuum. However, slit-openness does develop if gas-producing organisms are present. A factor that formerly restricted the size of Cheddar cheese blocks was the tendency for large cheeses to show severe mechanical-openness. With the aid of vacuum pressing, it has been found quite practicable to form curd into very large blocks (Robertson, 1967) which by extrusion into cutting equipment can be subdivided into 20 kg blocks.
Rapid cooling An unwelcome side effect of large blocks is that a temperature gradient is set up within the block because of the relatively slow cooling of the block interior. This, and the demands of the marketplace for evenly ripened blocks of cheese, has necessitated the introduction of rapid cooling of blocks by placing them in open stacks in well-ventilated areas of the cool room or in especially designed cooling devices. Generally, the core temperature of each block is cooled to below 18 ~ in 24 h to keep the growth of the non-starter
Cheddar Cheese and Related Dry-salted Cheese Varieties
lactic acid bacteria to a minimum (Fryer, 1982). Further details on the rapid cooling process and equipment are provided in 'General Aspects of Cheese Technology', Volume 2.
Developments in cheese marketing, coupled with increasing consumer standards, have resulted in a demand for cheese of greater uniformity of composition than in the past. Such uniformity is best achieved by a grading system based on compositional analysis, because the relationship between the composition and the quality of Cheddar cheese is now well established (Robertson, 1966; Lyall, 1968; O'Connor, 1971; Gilles and Lawrence, 1973; Fox, 1975; Pearce and Gilles, 1979). Lyall (1968) briefly reported on a procedure for evaluating chemical analyses of cheese, points being assigned on the basis of composition. However, the only scheme in commercial use for assessing Cheddar cheese quality by compositional analysis appears to be that proposed by Gilles and Lawrence (1973). Suggested ranges of MNFS, S/M, fat-in-dry matter (FDM) and pH for both first and second grade cheeses are given in Fig. 8. All New Zealand export Cheddar cheese is subject to compositional grading to ensure that it meets the appropriate specification. In addition, a sensory flavour assessment is carried out to ensure that the cheese is free from flavour defects (Lawrence and Gilles, 1980). Burton (1989) concluded that grad-
83
ing on the basis of composition may be a satisfactory method for deciding which cheese should be allowed to mature for the British market and which should be sold more quickly. Any grading system based on compositional analysis will be relatively complex because a further factor, the rate and extent of acid production at the vat stage, must also be considered (Lawrence etal., 1984; Lawrence and Gilles, 1986). The point in the process at which the curd is drained from the whey is the key stage in the manufacture of Cheddar cheese because it controls to a large extent its mineral content, the amount of residual chymosin in the cheese, the final pH and the moisture/casein ratio (Lawrence et al., 1984). All these factors influence the rate of proteolysis in the cheese. A relationship has also been found between the calcium content of the cheese, the concentration of residual chymosin and protein breakdown during ripening (Lawrence et al., 1983) and between the rate of acid development in the early stages of manufacture and proteolysis in the cheese (O'Keeffe et al., 1975). The calcium level is therefore an index of the extent of acid production up to the draining stage and also offers a rough indication of the rate of proteolysis that is likely to occur during ripening. Significant differences in the calcium content of Cheddar cheese would suggest differences in the proportions of residual chymosin in the cheese and thus differences in the rate of proteolysis and the development of flavour. However, variations in calcium content have a much smaller effect on Cheddar cheese quality than MNFS, S/M and pH. It is important to recognize that these three parameters are interrelated (Lawrence and Gilles, 1986) and must be controlled as a group to ensure first-grade cheese. Nevertheless, the effect of each of these factors will, as far as possible, be examined separately.
Effect of MNFS
Suggested ranges of salt-in-moisture (S/M), moisture in the non-fat substance (MNFS), fat-in-dry matter (FDM) and pH for first grade (shaded) and second grade Cheddar cheese. Analyses 14 days after manufacture.
There is considerable circumstantial evidence that the main factor in the production of the characteristic flavour of hard and semi-hard cheese varieties is the breakdown of casein. This is supported by the finding that the ratios of moisture to casein and of salt to moisture are critical factors in cheese quality (Gilles and Lawrence, 1973; Lawrence and Gilles, 1986) because both parameters affect the rate of proteolysis in cheese (Thomas and Pearce, 1981). Traditionally, cheesemakers describe cheese in terms of its absolute moisture content but the ratio of moisture to casein is much more important because it is the relative hydration of the casein in the cheese that influences the
84
Cheddar Cheese and Related Dry-salted Cheese Varieties
course of the ripening process (Lawrence and Gilles, 1980). However, it is difficult to measure the casein content of cheese accurately and most commercial plants analyse for only fat and moisture. Therefore, a practical compromise is to determine the ratio of moisture to non-fat substance rather than measure the moisture/casein ratio. The non-fat substance is not the same as the casein in the cheese but is equal to the moisture plus the solids-not-fat. Approximately 85% of the solids-not-fat consist of casein. Therefore, there is a relationship between the moisture/casein ratio and the MNFS. The level of MNFS in cheese gives a much better indication of potential cheese quality than the moisture content of the cheese in the same way as the S/M ratio is a more reliable guide to potential cheese quality than is the salt content of the cheese per se (Lawrence and Gilles, 1980). In large mechanized cheese plants, a significant relationship exists between the FDM and MNFS values for a cheese (Lawrence and Gilles, 1986), probably as a result of the relative inflexibility of the procedures available for the control of moisture. This is of commercial interest because changing the FDM is an effective way of controlling the MNFS in the cheese as the composition of the milk changes throughout the season. The actual MNFS percentage for which a cheesemaker should aim depends on the storage temperature used and
a key factor in determining the pH of dry-salted cheese (Fig. 9). However, the salting pH/titratable acidity is to a large extent controlled, in turn, by the pH/titratable acidity developed at draining (Lawrence and Gilles, 1982). The potential for a further decrease in pH after salting depends upon the residual lactose in the curd and its buffering capacity. The residual lactose will be determined by the rate at which an inhibitory level of NaC1 is absorbed by the cheese curd and the salt tolerance of the starter strains used. The buffering capacity is largely determined by the concentrations of protein and phosphate present, and to a much lesser extent by ions such as calcium. The concentrations of phosphate and calcium retained in the cheese are influenced mainly by the rate of acidification prior to the separation of the whey from the curd. The buffering capacity is also influenced by seasonal, regional and lactational factors. Given reliable starter activity at the vat stage, the actual pH reached in dry-salted cheeses is determined by the S/M value because this controls the extent of starter activity after salting, the rate of lactose utilization in the salted curd and thus the pH reached. An S/M concentration of 6% will inhibit the activity of all Lactococcus lactis subsp, crernoris strains, the starter organisms of choice for Cheddar manufacture (Lawrence and Heap, 1986). The proportion of residual lactose that remains unmetabolized in such
Experience has shown that if C h e d d a r cheese is to be stored at 10 ~ and the cheese is to be consumed after 6-7 months, then the MNFS of the cheese should be about 53%. The higher the MNFS percentage, the faster is the rate of breakdown. Thus, if one anticipates that the cheese will be consumed after 3-4 months, the MNFS percentage can be increased to about 56%. However, the higher the MNFS, the more rapidly Cheddar cheese will deteriorate in quality after reaching its optimum. The same is true for a Cheddar cheese with a relatively low S/M, i.e., less than 4%, or with a high acid content. Such cheeses tend to develop gas and sulphide-type off-flavours after they have reached maturity.
Thomas, 1980). However, in a cheese with S/M of 4.5%, the starter will not be inhibited completely and the lactose will be metabolized rapidly. This explains why the pH of 1-day Cheddar cheese may range from 5.3 (which is about the pH of the curd at salting) to pH 4.9. In general, the higher the pH, the greater
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Casein and mineral content of curd
Effect of pH
Every cheese variety has a characteristic pH range (Lawrence et al., 1984), within which the quality of the cheese is dependent upon both its composition and the way in which it is manufactured (Lawrence et al., 1983). The pH value is important in that it provides an indication of the extent of acid production throughout the cheesemaking process. In normal manufacture, the curd pH/titratable acidity at salting is
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Curd acidity/pH at draining
,,,. . . . . . . . . , ",[ . . . . . . . .
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---~
activity
Residual lactose in salted curd The main factors that d e t e r m i n e the pH of Cheddar
cheese.
Cheddar Cheese and Related Dry-salted Cheese Varieties
is the amount of lactose left unmetabolized. Under normal circumstances, this residual lactose does not affect the quality of Cheddar cheese at maturity (Gilles and Lawrence, unpublished results). The importance of measuring the pH at day 1 has been generally overlooked in the past, probably because it is relatively difficult to measure the pH of cheese accurately. This has led to a lack of appreciation of the significance of relatively small changes in pH. In addition, a pH value per se is sometimes difficult to interpret unless considered in conjunction with the calcium level in the cheese (Lawrence and Gilles, 1980), as well as the pH/titratable acidity at draining. Effect of S/M
The main factors that determine the S/M percentage of Cheddar cheese are summarized in Fig. 7. In young Cheddar cheese, the S/M ratio is the major influence controlling water activity. This in turn determines the rate of bacterial growth and enzyme activity in the cheese, specifically the proteolytic activity of chymosin (Fox and Walley, 1971; Pearce, 1982; Fox, 1987), plasmin (Richardson and Pearce, 1981) and starter proteinases (Martley and Lawrence, 1972). If the S/M value is low (<4.5%), the starter numbers will reach a high level in the cheese and the chance of off-flavours due to the starter bacteria is greatly increased (Lowrie and Lawrence, 1972; Breheny et al., 1975). For this reason, cheesemakers normally aim for an S/M value in Cheddar cheese between 4.5 and 5.5% (Lawrence and Gilles, 1980, 1982). Within this S/M range, the rate of metabolism of the lactose is controlled by a second factor, the temperature of the cheese during the first few days of ripening, because this controls the rate of growth of non-starter bacteria such as lactobacilli and pediococci (Fryer, 1982). Although nonstarter bacteria grow on energy sources other than lactose in cheese, undoubtedly the presence of lactose encourages their rapid growth. This tends to result in a more heterolactic metabolism of lactose, usually with the production of acetate, ethanol and carbon dioxide, and may lead to flavour and textural defects. Clearly, the initial number of non-starter bacteria in the salted curd should be controlled by hygiene during manufacture. Thereafter, their rate of growth, particularly after the first few days of ripening, should be kept to a minimum and this is largely controlled by the temperature of the cheese (Fryer, 1982). For this reason, large mechanized Cheddar cheese plants in New Zealand and Australia have incorporated rapid cooling systems, which reduce the core temperature of the 20 kg cheese blocks to less than 18 ~ within 24 h of manufacture.
85
Compositional ranges were introduced into the grading system to reduce variability within a day's manufacture, especially with respect to S/M. This measure has helped to reduce the previous variability. The rate of ripening will differ but all of the cheese is likely to be acceptable as long as its composition is within the required compositional range. For instance, variations in the moisture content and acidity of the curd before salting, in the accuracy of salt delivery by salting equipment and in the dimensions and structure of the milled curd will all result in considerable variation in salt uptake (Lawrence and Gilles, 1982). Despite improved understanding of salt diffusion (Baldwin and Wiles, 1996; Wiles and Baldwin, 1996) in large mechanized Cheddar cheese plants, as well as new improved ideas and equipment for salting cheese curds, inherent variation of S/M still exists. The effect of manufacturing Cheddar cheese with reduced sodium and S/M levels, on cheese quality, is discussed in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. Effect of FDM
The FDM in Cheddar cheese is less important than MNFS, S/M or pH, in that it normally influences cheese quality only indirectly through its effect on MNFS (Whitehead, 1948). Nevertheless, the FDM has more relevance to the cheesemaker than the fat content per se because moisture is volatile and legal limits for fat are usually specified in terms of FDM. Use of FDM has the further advantage that it can be controlled directly by altering the casein/fat ratio of the milk.
Most consumers of Cheddar cheese consider texture and flavour to be its most important attributes (McEwan et al., 1989; Jack et al., 1993). On the other hand, Cheddar purchased for repackaging also needs to withstand cutting, slicing and moulding. Hence the rheological properties are important (Gunasekaran and Ak, 2003). Cheddar destined to be used as a functional ingredient has the rather different requirements to give particular textural (and flavour) characteristics to the final product ('Rheology and Texture of Cheese', Volume 1). The desirable textural characteristics of a Cheddar cheese are different for different consumers, and this usually involves personal assessments of breakdown in the mouth, evenness of dissolution (melting), amount of chewing required, gritty remnants, etc. Traditionally, the textural properties of cheese sold for immediate
86
Cheddar Cheese and Related Dry-salted Cheese Varieties
human consumption are determined by trained graders. For texture research, such assessments are often made by consumer panels, and there have been many studies using either rheological parameters or the results from specific texture-measuring devices. Such studies have shown that perceived texture correlates moderately well with the indices investigated and developed by Szczesniak (1968, 1987) and discussed by Fox et al. (2000) and Gunasekaran and Ak (2003), and less well with the traditional rheological measures (Breuil and Meullenet, 2001). Nevertheless, there is still no clear method for discerning instrumentally which blocks of Cheddar cheese have acceptable textural properties. The complex interrelationships between the parameters that affect cheese texture make it almost impossible to design simple experiments in which the effect of a single parameter, such as fat content, can be examined in isolation. The wide-ranging experiments carried out by the New Zealand group in the 1970s and 1980s laid the basis for a good understanding of the factors underlying the production of Cheddar cheese of appropriate texture and flavour throughout the maturation cycle (Lawrence et al., 1993). Nevertheless, some recent studies demonstrate that fat content (Fenelon and Guinee, 2000) and pH (Pastorino et al., 2003) can affect the rheological properties of Cheddar cheese. However, by using modern statistical approaches, it is now possible to segregate the effects of several parameters, although each experiment needs to be very large and use many cheese samples (C.J. Coker, T.M. Dodds, S.P Gregory, K.A. Johnston and L.K. Creamer, unpublished results, 2000). Cheddar cheese has a texture that is intermediate (Fig. 10) between those of the relatively high pH cheeses, which flow readily when a force is applied, and the low pH cheeses which tend to deform, by shattering, only at their yield point. Scanning electron
microscopy has established that cheese consists of a continuous protein matrix but that this matrix is clearly different in the various cheese types (Hall and Creamer, 1972). The structural units in the protein matrix of Gouda are essentially in the same globular form (10-15 nm in diameter) as in the original milk. In contrast, the protein aggregates in Cheshire are much smaller (3-4 nm) and are apparently in the form of strands or chains, i.e., the original sub-micellar protein aggregates appear to have lost much of their identity. Cheddar is intermediate between Gouda and Cheshire, i.e., much of the protein in Cheddar is in the form of smaller particles than in Gouda (Fig. 10). As the pH decreases towards that of the isoelectric point of para-casein (approximately 4.5), the protein assumes an increasingly compact conformation and the cheese becomes shorter in texture and fractures at a smaller deformation (Creamer and Olson, 1982; Walstra and van Vliet, 1982). The texture of Cheddar cheese has a wider range of consumer acceptability than the texture of other varieties as a consequence of the intermediate position of Cheddar in the cheese spectrum. The high moisture and relatively high pH (5.2) of American Cheddar resulted traditionally in a more cohesive and waxy texture (Kosikowski and Mistry, 1997) than that of traditional English and New Zealand Cheddar. In North America, a relatively low 1.... 1 ,,r ~,.~A ..... developed ~,, ,~,. . . . . ~ up ,,- ,~,o ~1,_ ing stage (less than 0.65% titratable acidity). In contrast, English cheesemakers strove for a high salting acidity (about 0.85%) with consequently a low final pH (about 4.9). New Zealand cheesemakers aimed for a final pH of 5.0 and a moisture content of about 35%, in contrast to the 38-39% moisture level found in both American and English Cheddar. In recent times, however, most Cheddar-producing countries have tended
Diagrammatic representation of the effect of the pH on the microstructure and texture of cheese.
Cheddar Cheese and Related Dry-salted Cheese Varieties
towards the American style of 'sweet' Cheddar cheese with a final pH between 5.1 and 5.3 now being common. Effect of pH, calcium and salt
Although the mineral content plays an important role in establishing the characteristic structure (Lawrence et al., 1983, 1984), the texture of Cheddar cheese appears to be more dependent upon pH than on any other factor (Lawrence et al., 1987). For the same calcium content, the texture at 35 days can vary from curdy (pH >5.3) to waxy (pH 5.3-5.1) to mealy (pH <5.1). Trials in New Zealand have shown that, for any given pH value, the concentration of calcium in Cheddar can vary over a range of ___15 mmoles/kg with only a slight effect on the texture (Lawrence et al., 1993), although there is a general tendency for the cheese to become less firm as the calcium content decreases. However, the dominant effect of pH on texture can be modified by other compositional factors, particularly the levels of moisture, salt and calcium. Between pH 5.5 and 5.1, much of the colloidal calcium phosphate and a considerable part of the casein are dissociated from the sub-micelles (Roefs et al., 1985). These changes in the size and characteristics of the sub-micelles significantly increase their ability to absorb water (Tarodo de la Fuente and Alais, 1975; Snoeren et al., 1984; Creamer, 1985; Roefs et al., 1985), casein hydration reaching a m a x i m u m at about pH 5.35. More relevantly, Creamer (1985) found that casein hydration in renneted milk increased greatly in the presence of NaC1 between pH 5.0 and 5.4. Furthermore, at any given pH, the extent of solubilization of the micelles by the NaC1 decreased as the calcium concentration in the solution increased. This finding is in agreement with the effects of calcium in brine on the solubilization of the rind of Gouda-type cheese (Guerts et al., 1972). It also explains the observations that a higher Ca2+/Na + ratio results in a firmer cheese (Walstra and van Vliet, 1982), and that Cheddar cheese made from milk to which calcium has been added has a reduced protein breakdown and is of poorer quality (Babel, 1948; Ernstrom et al., 1958). The high level of calcium in buffalo milk (Rajput et al., 1983) may also account for the difficulty in manufacturing Cheddar cheese from buffalo milk. The extent of proteolysis is low (Neogi and Jude, 1978), presumably because the degree of solubilization of the casein micelles by the NaC1 is reduced. As a result, Cheddar cheese needs to be stored for a long period before its characteristic texture and flavour develop.
87
Therefore, it is not surprising that the texture of Cheddar cheese changes markedly as the pH varies between 5.4 and 4.9. A wide range of casein aggregates is present and differences in the sodium and calcium ion concentrations, as well as the proportion of water to casein, markedly affect the extent of swelling of the sub-micelles (Fig. 10). Salt also has a more direct effect on the texture of Cheddar cheese; excessive salting (i.e., an S/M > ~6%) produces a firm-textured cheese which is drier and ripens at a slow rate (Van Slyke and Price, 1952), whereas under-salting (i.e., an S/M < ~4%) results in a pasty cheese with abnormal ripening and flavour characteristics. Such factors as enzyme activity and the conformation of ors1- and [3-caseins in salt solutions (Fox and Walley, 1971), solubility of protein breakdown products, hydration of the protein network (Guerts et al., 1974) and interactions of calcium with the para-caseinate complex in cheese (Guerts et al., 1972) are all influenced by salt concentration. Effect of protein, fat and moisture
In dry-salted cheeses, water, fat and casein are present in roughly equal proportions by weight, together with small amounts of NaC1 and lactic acid. As protein is considerably more dense than either water or fat, it occupies only about one-sixth of the total volume. Nevertheless, the protein matrix is largely responsible for the rigid form of the cheese. Any modification of the nature or the amount of the protein in the cheese will modify its texture. Thus, reduced-fat Cheddar (17% fat) is considerably more firm and more elastic than full-fat Cheddar (35% fat), even when the level of MNFS in the cheese are the same (Emmons et al., 1980). This difference was explained by the presence in the reduced-fat cheese of about 30% more protein matrix, which must be cut or deformed in texture assessments, but such a large reduction in fat must also affect the texture of the cheese. Fat in cheese exists as physically distinct globules, dispersed in the aqueous protein matrix (Kimber et al., 1974). In general, increasing the fat content results in a slightly softer cheese (Bryant et al., 1995), as does an increase in moisture content, because the protein framework is weakened as the volume fraction of protein molecules decreases. However, relatively large variations in the fat content are necessary before the texture of the cheese is affected significantly (Lawrence and Gilles, 1980). Commercial cheese with a high FDM usually has a high MNFS (Lawrence and Gilles, 1986) and this causes a decrease in firmness. An inverse relationship between the fat content and cheese hardness has been reported (Whitehead, 1948; Baron, 1949; Fenelon and Guinee, 2000).
88
Cheddar Cheese and Related Dry-salted Cheese Varieties
Effect of ripening
Considerable changes in texture occur during ripening as a consequence of proteolysis (Hort and Le Grys, 2000, 2001). The rubbery texture of 'green' cheese changes relatively rapidly as the framework of Otsl-casein molecules is cleaved by the residual coagulant (Creamer and Olson, 1982; Johnston et al., 1994; Watkinson et al., 2001). A group of Cheddar cheeses examined over a period of nearly a year increased in hardness and decreased in elasticity with the age of the cheese, the greatest changes occurring during the first 30 days (Baron, 1949). Watkinson et al. (1997) measured proteolysis of ors1- and [3-caseins, and the strain at fracture (a measure of shortness (Gunasekaran and Ak, 2003)) as a function of ripening time. These results showed that the strain at fracture increased initially, probably as curd fusion continued, and then decreased continuously for the 400 days of the experiment. In part, this latter rheological (or textural) change is caused by the loss of structural elements, but another feature of proteolysis is probably important (Creamer and Olson, 1982): as each peptide bond is cleaved a molecule of water is incorporated into the resulting polypeptides and, in addition, two new ionic groups are generated and each of which will compete for the available water in the system. Thus, the water previously available for solvation of the protein chains becomes tied up by the new ionic groups, making the cheese more firm and less easily deformed. This change, in combination with the loss of an extensive protein network, gives the observed effect. Clearly, the change in texture during ripening depends upon the extent of proteolysis, which, for any individual cheese, is determined by the duration and temperature of maturation. The main factor that influences the rate of proteolysis appears to be S/M (Fox and Walley, 1971; Pearce, 1982; Fox, 1987). A direct relationship between S/M and residual protein was established whereas the correlation between moisture and residual protein was relatively weak. A cheese with a low S/M value has a higher rate of proteolysis and is correspondingly softer in texture than a cheese with a high S/M. The concentrations of residual rennet and plasmin in the cheese, together with the starter and non-starter proteinases present, are the important factors that determine the rate of proteolysis (Lawrence etal., 1983; C.J. Coker, T.M. Dodds, S.P. Gregory, K.A. Johnston and L.K. Creamer, unpublished results, 2000).
Cheese ripening is essentially the slow controlled decomposition of a rennet-induced coagulum of the constituents of milk to produce flavour (taste and aroma)
and textural changes. The final targeted flavour profiles and textures of ripened Cheddar and related dry-salted cheese varieties are variable as defined by different endcustomer requirements and traditional cultural flavour expectations. At the young end of the age range is cheese used solely as a source of intact casein for processed cheese, which has minimal flavour and textural change from the fresh curd. A low coagulant concentration, a low storage temperature, high S/M, short storage time or combinations of these are the main parameters used to achieve this end-use. At the other extreme are the strong flavoured Cheddar cheeses ripened for 12-24 months or more. During ripening, there are many changes and the ripening processes responsible are understood in general terms but many of the details are still being investigated. A vocabulary of sensory attributes has been developed to describe Cheddar (Muir and Hunter, 1992), and has been modified to include five odour, ten flavour and five textural attributes (Muir et al., 1995). Using this vocabulary with an experienced panel in combination with data analysis, the similarities and differences between Cheddar and 13 other hard cheeses popular in the United Kingdom have been described (Muir et al., 1995). The medium and vintage Cheddars stand out in a number of respects. In a similar analysis of 34 different Cheddars, a diversity of flavours was shown (Muir e t a l . , 1997). Cheddars made from raw milk were more intensely flavoured ,,,,,a ~,,,4 ,,t,,~,,,~l n . . . . . . . . . . ., ~,~ farmhouse cheeses It showing wide variations in composition and being associated with atypical flavour and texture. There is a significant correlation between the levels of proteolysis products and the extent of flavour development. Hydrolysis of the casein network, specifically e~sl-casein, by the coagulant appears to be responsible for the initial changes in the coagulum matrix (Creamer and Olson, 1982). The level of chymosin retained in the curd is pH dependent (Lawrence et al., 1983; Creamer et al., 1985). In fresh milk, plasmin, the indigenous alkaline milk proteinase, is associated with the casein micelles but it dissociates at low pH (Richardson and Pearce, 1981" Farkye and Fox, 1990). The activity of plasmin in cheese is reported to be dependent on cooking temperature (Farkye and Fox, 1990) as well as on pH and the salt and moisture contents of the cheese (Richardson and Pearce, 1981" Farkye and Fox, 1990). The role of plasmin in Cheddar cheese flavour has yet to be elucidated but it has been reported that the rate and extent of characteristic flavour development in Cheddar cheese slurries appeared to be related directly only to the degradation of [g-casein (Harper et al., 1971). Therefore, plasmin may well prove to be an enzyme of considerable importance in the development of cheese flavour. . . . . . .
Cheddar Cheese and Related Dry-salted Cheese Varieties
As the original casein network is broken down, ideally a desired balance of flavour and aroma compounds is formed. However, the precise nature of the reactions that produce flavour compounds and the way in which their relative rates are controlled are poorly understood. This has been due firstly to the lack of knowledge of compounds that impart typical flavour to Cheddar cheese, and secondly to the complexity of the cheese microflora as the potential producers of flavour compounds. Any organism that grows in the cheese, whether starter, adventitious non-starter lactic acid bacteria (NSLAB) or adjunct culture and any active enzyme that may be present, such as chymosin or plasmin, will have an influence on the subsequent cheese flavour (Fig. 11). Research in New Zealand has shown that if the growth of starter and NSLAB is limited (Fryer, 1982; Lawrence et al., 1983) and if as little chymosin as possible is used (Lawrence and Gilles, 1971; Lawrence et al., 1972), the flavour that develops in Cheddar cheese is likely to be acceptable to most consumers. This section is an attempt by the present authors to summarize what they consider to be relevant to flavour development in Cheddar. Since the last version of this section (Lawrence et al., 1993), more details have been published; however, the last word on the flavour of Cheddar cheese is still to come. For more
Basic structure for Cheddar (pH and mineral content)
Ripening conditions within cheese (Moisture-in-casein; salt-in-moisture; lactose; temperature)
Residual rennet, plasmin and starter activity
Non-starter activity " " " " " ,,
~ SSSSS
s
89
details on the biochemistry of cheese ripening, refer to 'Biochemistry of Cheese Ripening: Introduction and Overview', 'Metabolism of Residual Lactose and of Lactate and Citrate', 'Lipolysis and Catabolism of Fatty Acids in Cheese', 'Proteolysis in Cheese during Ripening', 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1. Effect of milk-fat
It is well accepted that Cheddar cheese made from skim milk does not develop a characteristic flavour. Cheese with an FDM greater than 50% developed a typical flavour whereas cheese with an FDM less than 50% did not (Ohren and Tuckey, 1969). In this study, when a series of batches of cheese were made from milk of increasing fat content (from 0 to 4.5%), the quality of the flavour improved as the fat content increased. However, if the fat content was increased above a certain limit, the flavour was not further improved. Substituting vegetable or mineral oil for milk-fat still resulted in a degree of Cheddar flavour (Foda et al., 1974). This suggests that the water-fat interface in cheese is important and that the flavour components are dissolved and retained in the fat. Clearly, although milk proteins and lactose are the most likely sources of many of the flavour precursors in Cheddar cheese, the fat plays an important but not yet defined role; in part, the lack of understanding is due to the more limited fat modifications. The extent of lipolysis has been calculated to vary between 0.5 and 1.6% over time in good quality Cheddar (Perret, 1978). A number of fatty acids, keto acids, methyl ketones, esters and lactones in Cheddar are likely to have been derived from milk-fat; some are at concentrations to impact on flavour, but others contribute only to a background flavour (Urbach, 1995; McSweeney and Sousa, 2000). The residual activity after pasteurization of the indigenous milk lipase and the relatively low lipase/esterase activities of the starter and NSLAB are likely to be important in the hydrolysis of milk-fat to free fatty acids because of their flavour potency. The quality of the milk is probably a factor in excessive lipolysis in off-flavoured Cheddar (Perret, 1978). The catabolism of free fatty acids to other flavour compounds, by implication of their presence, occurs but the mechanisms are ill-defined.
i
Effect of proteolysis Acceptable Cheddar flavour
Off-flavours
The main factors that determine the development of flavour in Cheddar cheese.
As described earlier, the consequence of proteolysis of casein represents the most important biochemical ripening event in Cheddar, causing major texture changes and in addition making important contributions to both aroma and taste (Fox, 1989; Fox and
90
Cheddar Cheese and Related Dry-salted Cheese Varieties
McSweeney, 1996). A further consequence of proteolysis may be the release of flavour components that were previously bound to the protein (McGugan et al., 1979). The products of proteolysis include small- and intermediate-sized peptides and free amino acids and contribute at least to a background flavour (McSweeney and Sousa, 2000), or make a significant contribution to flavour intensity. It has been suggested (McGugan et al., 1979; Aston and Creamer, 1986) that the importance of low levels of such non-volatile compounds as peptides, amino acids and salts has been under-rated in the past. This view is supported by the highly significant correlations found between the levels of proteolysis products and the extent of flavour development (Aston et al., 1983). The level of phosphotungstic acid-soluble amino nitrogen was found to be a reliable indicator of flavour development. Above certain limits, however, the level of peptides results in bitterness. Cheddar cheeses made using temperatureinsensitive starter strains were found to become bitter because large numbers of starter cells contributed excessive levels of proteinases. These released bittertasting peptides from high molecular weight peptides that had been produced mainly as a result of chymosin action (Lowrie and Lawrence, 1972). The subject of bitterness, the single most common defect in Cheddar cheese, has been extensively reviewed (Crawford, 1977; Fox, 1989).
quality of the cheese decreased. Some amino acids such as phenylalanine and the branched amino acids yield Strecker degradation products, which in excess cause unclean flavour defects in Cheddar (Dunn and Lindsay, 1985).
for reactions that produce a range of flavour compounds (McSweeney and Sousa, 2000). Recent studies using gas chromatography-olfactometry and related techniques have identified key aroma components of Cheddar cheese (O'Riordan and Delahunty, 2001; Zehentbauer and Reineccius, 2002). Some of these (dimethyl sulphide, methional, dimethyl trisulphide and 3-methylbutanal) are likely to originate from amino acids (Urbach, 1995). Several reports strongly implicate the volatile sulphur compounds, specifically methanethiol, in Cheddar cheese flavour (Green and Manning, 1982; Lindsay and Rippe, 1986), but an Australian report (Aston and Douglas, 1983) concluded that none of these sulphur compounds is a reliable indicator of flavour development. However, it is conceivable that, although the volatiles do not make a measurable contribution to the intensity of Cheddar flavour, they may still be an essential factor in the quality of the flavour (McGugan et al., 1979). This is supported by the finding (Manning et al., 1983) that the quality of blocks of Cheddar cheese decreased, and off-flavours increased, with a decrease in block size. Headspace analysis showed that the concentrations of HzS and CH3SH, compounds that are extremely susceptible to oxidation, decreased as the
bitterness, which mask or detract from cheese flavour, are produced. A reduction in unpleasant flavour is associated with improved perception of the Cheddar flavour (Lowrie and Lawrence, 1972; Lowrie et al., 1974). The increase in the use of direct vat inoculum (DVI) cultures in Europe for the manufacture of cheese has led to greater usage of Lc. lactis subsp. lactis strains of starter. Because these strains have a greater tendency than Lc. lactis subsp, cremoris strains to produce bitterness in cheese, bitterness is more common with the use of DVI cultures than with bulk cheese starter (Heap, personal observation). During, or soon after, the manufacture of Cheddar curd, the starter viability decreases and is <1% by 3 months (Martley and Lawrence, 1972). The decrease in starter viability is generally an indication of starter autolysis, which is considered to have important consequences for the control of bitterness, as discussed in 'Effect of proteolysis', and for other ripening developments in Cheddar (Wilkinson et al., 1994a,b; Crow et al., 1995). Starter autolysis in Cheddar is influenced by the choice of starter strains (Martley and Lawrence, 1972), and the extent and the rapidity of autolysis are modified by manufacturing conditions, particularly
Role of starter
The absence of any Cheddar flavour in glucono lactoneacidified cheese and the development of typical, balanced Cheddar flavour in starter-only cheese (Reiter et al., 1966) established that Cheddar starter, normally Lactococcus lactis subsp, cremoris as discussed in 'Effect of milk composition and starter culture', has a role in the development of cheese flavour. However, the exact role has been much more difficult to determine. An important indirect role of the starter is considered to be providing a suitable environment that allows the development of characteristic cheese flavour (Lowrie et al., 1974). Starter activity results in the required redox potential, pH and moisture content in the cheese that allows enzyme activity to proceed favourably. In addition, the temperature during manufacture and the S/M must be controlled to ensure that the net metabolic activity of the starter organisms is low (Lawrence et al., 1972; Lowrie et al., 1974) but nevertheless adequate to allow the required pH at day 1 to be reached. Should the starter reach too high a | ~ t l . . . . . . . . . . i.ro L a U ~ V O t L ~ L L U I L U A ~tJtL V L V l , . .
. . . . .
tL~U ~ . . n lLr~,. .~P i,l ~~,
n . . . . . . . LLOtVIJL.~L
rlo~ont
. . . . .
h
~lc
q.at~.L~.~.1.00t.X'~Li CLO
Cheddar Cheese and Related Dry-salted Cheese Varieties
cook temperature, pH and salting, and the composition of the final cheese. A balance between intact and autolysed starter cells is important for good quality Cheddar flavour. Sufficient intact cells are needed for lactose removal and potentially for other physiological reactions such as oxygen removal (Crow etal., 1995). There is indirect evidence that starter autolysis results in higher concentrations of small peptides and free amino acids (Wilkinson et al., 1994a,b). The intracellular peptidases are released by autolysis before they can be very active in cheese as the peptide transport systems are probably inactive in the stressed starter cells (Crow et al., 1993). Role of s t a r t e r e n z y m e s
It is likely that a number of starter enzymes have a direct role in flavour development (Lawrence and Thomas, 1979; Law and Wigmore, 1983; Farkye et al., 1990). The starter proteinase is a cell-associated endopeptidase (lactocepin), which has been studied extensively, biochemically and genetically (Reid and Coolbear, 1998) and makes important contributions to proteolysis in cheese ripening (see reviews, Pritchard and Coolbear, 1993 and Kunji et al., 1996). Proteinasenegative starters have been used in different ratios with normal starter strains to demonstrate that a lower level of this enzyme during Cheddar ripening can reduce the development of bitter flavours (Mills and Thomas, 1980). Using proteinase-negative starters, Lane and Fox (1997) have shown that the absence of starter proteinase during cheese ripening gives rise to decreased levels of small peptides and amino acids, and a poorer quality Cheddar. Therefore, a balance of proteinase activity is often important to Cheddar flavour. There are also different starter proteinases (mainly types I and III), and their specificity differs (Broadbent et al., 1998) and/or their stability in cheese differs (Reid and Coolbear, 1999), factors that contribute to the starters' influence on proteolysis and bitterness. The other proteolytic activities of starters that are important for proteolysis in Cheddar are the peptidases (see reviews, Pritchard and Coolbear, 1993 and Kunji et al., 1996). The early appearance of free amino acids in Cheddar is due mainly to the starter peptidases (O'Keeffe et al., 1976). The mesophilic starters have about 15 peptidases with different specificities (McSweeney and Sousa, 2000); a number have been shown to be intracellularly located and the activities vary between strains (Crow et al., 1994). Although the collective importance of the peptidases in Cheddar proteolysis is reasonably well established, the individual roles of the peptidases are not clear. Genetic modi-
91
fication of the peptidase expression in the starter may clarify their roles (Kok and Venema, 1995). For example, Cheddar flavour was not accelerated using a starter that overproduced the general aminopeptidase, PepN (McGarry et al., 1994). This may not be surprising if the suggestion by Fox and Wallace (1997) is correct, that production of amino acids in cheese ripening is not rate limiting. To date, there is no strong evidence to suggest that the lactococcal starters have a true lipase that is capable of hydrolysing the milk triglycerides. However, they have esterase activity that acts on milk monoand di-glycerides, with the short chain fatty acids being released preferentially (Holland et al., 2002). There is evidence that the starter esterase can also produce short-chain fatty acid esters (Nardi etal., 2002). Starter strains have a range of esterase activity with a significant proportion located on the cell surface (Crow et al., 1994). Both the hydrolysis and ester synthesis reactions of the starter esterase probably play a role in Cheddar flavour but more investigations are needed to define the extent to which this impacts on Cheddar flavour. Role of other starter activities
In the young Cheddar curd, starters ferment the remaining lactose to lactic acid and possibly to other minor fermentation products. Some starters will also ferment citric acid to products including diacetyl, acetate and carbon dioxide. These products can contribute to flavour (Lawrence and Thomas, 1979) and the fermentations are dependent on intact viable cells (Crow et al., 1993). Other ripening reactions by starter that may be important in cheese are the modifications of amino acids and fatty acids (McSweeney and Sousa, 2000). It has been suggested that the enzymatic or chemical modification of amino acids is a rate-limiting factor in cheese ripening (Fox and McSweeney, 1996). Starters have a wide range of abilities to metabolize amino acids. This includes converting arginine to ornithine (Crow and Thomas, 1982), leucine, methionine and phenylalanine to their corresponding aldehydes (MacLeod and Morgan, 1958) and a range of amino acids to their corresponding organic acids (Nakae and Elliot, 1965). Many of the amino acid conversions by starters and other dairy bacteria rely on transamination reactions that are believed to be rate limited by the availability of the ot-ketoglutarate (Tanous et al., 2002). Enhancement of amino acid metabolism increased the aroma (Banks et al., 2001) and the flavour maturity (Shakeel-Ur-Rehman and Fox, 2002) in Cheddar made with added ot-ketoglutarate. Despite all this information, it is still not clear what constitutes a proper balance of amino acid transformations
92
Cheddar Cheese and Related Dry-salted Cheese Varieties
by starter with respect to a balanced Cheddar flavour. In mature commercial Cheddar, the availability of amino acids increases with time when the adventitious microflora are likely to contribute. In addition, at this later stage of ripening in good quality Cheddar, there is normally significant starter autolysis, which could affect the ability and the way the starters metabolize amino acids. It is clear that starters, because of the initial high biomass in young curd and associated ripening enzymes and fermentative abilities, will contribute to Cheddar flavour. In the past and currently, the choice of starter has been dictated more by its importance to commercial curd manufacture (particularly reliable acid production and associated phage resistance) than by its ripening properties, which have been focused mainly on minimizing flavour defects, such as bitterness. With the increasing understanding of Cheddar ripening and the role of the starter, it will be possible to use more lactococcal strains with specialized ripening attributes. Such strains can be used either as starters or as flavour adjuncts if their starter properties are compromised. Role of non-starter lactic acid bacteria
Cheddar contains a heterogeneous adventitious microflora originating from the milk and/or the manufacturing environment (Peterson and Marshall, 1990; Martiey and Crow, i993), in Cheddar, the main microflora identified are mesophilic lactobacilli and occasionally pediococci (Jordan and Cogan, 1993" Crow et al., 2001), commonly referred to as NSLAB. The most common species are Lactobacillus paracasei, Lb. casei, Lb. rhamnosus, Lb. plantarum and Lb. curvatus. Strains of heterofermentative lactobacilli (Lb. brevis and Lb. fermentum) are identified occasionally. The common species vary between countries (Fox et al., 1998) and the species and strains can vary between factories, within a factory and within a block of cheese during ripening (Crow et al., 2002). Cheddar cheese made under controlled bacteriological conditions and containing only starter streptococci develops balanced, typical flavour (Reiter et al., 1966) but it is intriguing that cheeses made in open vats develop such flavour more rapidly (Reiter et al., 1967 Law etal., 1976, 1979). This suggests that NSLAB present as a result of post-pasteurization contamination are beneficial. Nevertheless, there have been reports that conclude that NSLAB have little effect on normal Cheddar cheese flavour development (Law and Sharpe, 1977, 1978). The role of NSLAB in contributing positively to Cheddar cheese flavour has yet to be elucidated (Peterson and Marshall, 1990; Martley and Crow,
1993). In general terms, the numbers and types of dominant NSLAB are important (Crow et al., 2002). These factors are influenced by milk quality, factory hygiene, the rate of cooling of the cheese, the ripening temperature and the cheese composition (Lane et al., 1997; Fox et al., 1998). The inherent variability of the initial NSLAB strains makes consistent control of ripening by NSLAB a challenge. The rate of cooling of the cheese, after pressing the curd, appears to be a significant factor in controlling the cheese flora (Fryer, 1982) and appears to offer the easiest method of controlling cheese flavour (Miah et al., 1974). Recent evidence suggests that selected NSLAB can be used as adjunct cultures to provide an important additional tool in controlling Cheddar flavour (see 'Role of adjuncts'). The NSLAB have a diversity of metabolic and enzyme activities. Different NSLAB strains have a wide range of proteinase (Broome et al., 1991a), peptidase (Broome et al., 1991b) and esterase (Williams and Banks, 1997) activities and types, can catabolise a range of amino acids (Christensen et al., 1999) and can produce esters (Liu et al., 1998). Different NSLAB are likely to grow on different energy sources in cheese (Fox et al., 1998) and influence the redox potential in different ways (Thomas et al., 1985). The balance of all these activities is probably important to good quality Cheddar ripening. The prolonged presence of high numbers of some NSLAB species in Cheddar has been associated with lilJc,titt ~ ucL~+t~ ~u~+l, a~ un-LLavuuL~, ~.t~ atlu ~+ty~tal~ (Crow et al., 2001). Off-flavours can be produced by Lb. brevis and Lb. plantarum (Puchades et al., 1989). Slits have been attributed to heterofermentative lactobacilli (Laleye et al., 1987) and the formation of white spots of calcium lactate pentahydrate crystals has been associated with the racemizing activity of certain NSLAB (Thomas and Crow, 1983; Johnson et al., 1986, 1989; Dybing et al., 1988 Bhowmik et al., 1990). In Cheddar, the total lactate (usually the L(+) isomer) is at a concentration close to crystallizing out. Crystallization of calcium lactate on the surface of Cheddar cheese is a common and troublesome defect (Pearce et al., 1973). A number of lactobacilli isolates and all pediococci isolates can convert the L(+) isomer of lactate to the D(--) isomer in Cheddar such that an equilibrium is eventually reached where there is an equal mixture (a racemic mixture) of both isomers. As the racemic mixture of lactate is more insoluble than the separate isomers, there is a higher possibility of lactate crystallization in Cheddar containing a racemic mixture of lactate. Role of adjuncts
Cheddar-type varieties traditionally have starter cultures as the only dairy microorganisms deliberately added to the milk. Adjuncts, cultures that are added deliberately
Cheddar Cheese and Related Dry-salted Cheese Varieties
for features other than for acid production, and used in some other cheese types (e.g., propionibacteria in Swisstype cheese), have generally not been used for Cheddar. There has been an increasing interest in the use of adjuncts for Cheddar, usually for flavour acceleration but also for flavour consistency or for contributing to unique flavour profiles (Fox et al., 1998). A number of cultures with putative health attributes are also being investigated as adjuncts to produce probiotic cheese, including Cheddar (Ross et al., 2002). Much of the published work has concentrated on the use of NSLAB as adjuncts. Other adjuncts studied include attenuated thermophilic lactobacilli to accelerate ripening (Wilkinson, 1993). Addition of non-attenuated thermophilic lactobacilli, particularly Lb. helveticus, has been shown to accelerate ripening, reduce bitterness and provide a different flavour profile (Fox et al., 1998). Some other adjuncts studied in less detail include smear bacteria, Enterococcus, Pseudomonas and yeast (Crow et al., 2002). There is some commercial use of NSLAB adjuncts, but time and economics will determine if their use is sustained (Crow et al., 2002). Earlier work (Lane and Hammer, 1935; Reiter et al., 1967) has been followed by a recent increased effort in studying their use (Puchades et al., 1989; Broome et al., 1990; McSweeney et al., 1994; Lynch et al., 1996; Muir et al., 1996; Crow et al., 2001). In these studies, the NSLAB adjuncts often improved the flavour intensity. Although the desirable ripening mechanisms for suitable adjuncts are not known, some analysis shows that flavour improvement is associated with an increase in the concentration of amino acids and small peptides and that the volatiles are produced in a different ratio (Fox et al., 1998). Some strains tested produced flavour defects (e.g., Lee et al., 1990). The dynamics of the interactions between adventitious and adjunct NSLAB growing in Cheddar are not fully understood (Fox et al., 1998). For use in New Zealand Cheddar, successful NSLAB adjuncts are carefully selected from good quality cheese; to achieve competition against the range of adventitious NSLAB and to provide a balance of cheese ripening attributes, an adjunct is made up from more than one strain (Crow et al., 2002). Provided that the milk quality and the factory hygiene are high (i.e., a low level of adventitious NSLAB), the adjunct strains can overgrow the adventitious NSLAB and be the main population of NSLAB throughout ripening, thus providing consistency to mature Cheddar flavour development.
There is no one standard for measuring cheese quality. Young Cheddar cheese is judged on the basis of whether it has properties characteristic of its variety.
93
Compositional analysis provides an objective method for detecting atypical cheese and is to be preferred to subjective grading methods. In the case of mature cheese, quality assessment is largely a matter of specific market preference, with consumers in different countries differing considerably in their requirements with respect to cheese flavour. Cheddar cheese flavour requirements is specific to country, ethnicity and endapplication. Whereas sensory profiling of cheese provides a powerful tool for quality assurance and new product development, grading is a highly efficient method of identifying out-of-specification cheese early in the ripening period (Muir, 2002). Grading of cheese encompasses sensory evaluation and functionality tests on the finished product, and is carried out in tandem with chemical and microbiological analyses as part of the manufacturer's quality assurance programme. Grading is carried out as a series of checks during ripening to determine whether or not the manufacturer has achieved what he initially set out to achieve (S.P. Gregory, personal communication). Although the assignment of a grade to a consignment of cheese may be improperly influenced by the sample because differences may exist between blocks of cheese made from the same vat of milk, it has thus far been the most practical way of grading. Flavour defects, such as fruitiness and sulphide off-flavours, have sometimes been located in particular areas within a cheese (Gilles and Lawrence, unpublished results). Such lack of uniform flavour usually results from variations in S/M (Lawrence and Gilles, 1982). Differences between cheeses have also been attributed to an uneven cooling of cheese blocks stacked closely on pallets while the cheese is still warm (Conochie and Sutherland, 1965b). It is therefore possible that a grade score is highly biased if the assessment of a whole vat depends on a single randomly drawn sample (Sutherland, 1977). The texture of Cheddar cheese changes dramatically during the first few days of ripening. The simplest explanation for this observation is that the cheese microstructure consists of an extensive network of otsl-casein and that cleavage by chymosin (or rennet substitute) of just a few peptide bonds of otsl-casein greatly weakens this network (Creamer and Olson, 1982). This results in a relatively large change in the force necessary for deformation. It is differences in this force that a grader attempts to assess when he rubs down a plug of cheese between his thumb and forefinger. From this assessment of the texture, after the cheese has been allowed to ripen for about 30 days, the grader proceeds to predict what the quality of the cheese will be after it has matured (Lawrence et al., 1983).
94
Cheddar Cheese and Related Dry-salted Cheese Varieties
Based on the grade or quality attributes, the cheese is identified as one with potential for long-hold (mature Cheddar), medium-hold or short-hold (mild Cheddar). Bitterness is the most common flavour defect detected in Cheddar cheese. Therefore, the sensory method of prediction traditionally used by graders has some validity because the rate of change in cheese texture during the first few days of ripening is determined by the same factors, i.e., the pH at day 1, the salt/moisture ratio and the moisture/casein ratio, that also influence the quality of the cheese at maturity (Fig. 12). Experience has long shown that a Cheddar cheese with an atypical texture seldom, if ever, develops a characteristic flavour but unfortunately the reverse is not true. A good-textured cheese does not always develop an acceptable flavour, because off-flavours can still be produced if unsuitable manufacturing and ripening procedures are used (Lawrence et al., 1983). Detection of atypical cheese can be achieved more directly and objectively by compositional analysis.
Low-fat Cheddar cheese
Although a relatively minor product, low-fat Cheddar e]~ooco ~s
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i m n n r t ~ n t LILL~/UI tRILL
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tLU~.~L(,~k~ n , , - l , ' J , r ~ c~.~ hl l W o al , ]. ~t h( ~_k el t nJ knl -c- et .i. .nU,Ll lC~ J ~ . ~ l U
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ety, where consumers have become more concerned about the amount of fat in their diet. However, it has been difficult to produce a low-fat Cheddar cheese with the same flavour and texture characteristics as
Acid production at draining
those of a full-fat cheese (Guinee and Law, 2002). The flavour and acceptability at 3 months decrease with decreasing fat content (Banks et al., 1989). Cheddar cheeses containing only 15-30% fat are noticeably more firm and less smooth, when young, than full-fat cheese. The differences in texture, although marked in the early stages of ripening, apparently narrow after the cheese has matured for 1 or 2 months (Olson, 1984a). There has been some success at improving the quality of low-fat Cheddar cheese (Guinee and Law, 2002), but there is still a poor consumer perception of lower fat cheeses, judging by their relatively low consumption. The approaches taken to improve both the flavour and the texture have been reviewed (Guinee and Law, 2002). A novel idea for improving the body and texture of low-fat Cheddar cheese was through the use of sweet ultrafiltered buttermilk (Mistry et al., 1996). However, the differences in texture, seen at 4 weeks, between cheeses made with and without buttermilk, were smaller after 24 weeks. By using a combination of manufacturing changes and novel starter and starter adjuncts, Johnson et al. (1998) claim to have achieved a cheese with more acceptable texture, but with a flavour, although improved, that is not identical to that of Cheddar. Guinee et al. (1999) claim to have developed a halfity by modification of the cheesemaking procedure, including increasing the pasteurization temperature, and using selected starter cultures and bacterial culture adjuncts. The addition of fat mimetics to the milk is
pH change and mineral los
s~
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Proteinase activity (salt-in-moisture moisture-in-casein)
i
/" t____
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st
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An explanation for the general validity of traditional sensory testing of Cheddar cheese.
C h e d d a r Cheese and Related Dry-salted C h e e s e Varieties
also a method that is claimed to improve the quality of reduced fat cheese (Guinee and Law, 2002).
95
style and other washed-curd cheese types using a method similar to that outlined for traditional Colby and Monterey.
Stirred curd or granular cheese
As discussed earlier, Granular cheese preceded, historically, the manufacture of traditional Cheddar cheese. It is made as for normal Cheddar cheese except that the curd fusion or cheddaring step is omitted. Therefore, more acid has to be developed at the vat stage to compensate for the shorter total manufacturing time. Starter systems are available that allow very acceptable Granular cheese to be made. Maintaining curd in the granular form, without the need for milling prior to salting, has obvious attractions. However, there is a tendency for the curd to mat after drying unless it is agitated, and continued stirring may lead to higher fat losses. Moisture expulsion is also faster than during cheddaring. The salted curd particles take some time to fuse together, the rate of bonding depending largely upon the pH of the curds at salting. However, there are advantages in mechanized cheesemaking systems in having the curds in a granular form. The salt readily mixes with the curd, and the salted granules flow and can be hooped easily. Stirred curd cheesemaking is now widely used in the manufacture of 'barrel' (bulk pressed) cheese, although variations in moisture level may occur as a consequence of different temperatures within the block (Olson, 1984b; Reinbold and Ernstrom, 1988). The pressing of granular curd gives rise to opentextured cheese as a result of air being entrapped within the cheese (Czulak and Hammond, 1956). However, this has been overcome by the development and widespread use of methods of pressing the curd under vacuum (Brockwell, 1981; Tamime and Law, 2001). Granular cheese resembles Cheddar cheese in composition but it matures somewhat differently because of the relatively low acidity at which the curds are salted. Curds hooped in the granular form give a texture at 14 days which, although completely close, is just perceptibly different from that of normal Cheddar cheese (Czulak, 1962). However, this difference in texture diminishes as the cheese matures. Washed curd varieties
There has been a substantial increase in recent years in the consumption of washed-curd varieties of Cheddar cheese (Olson, 1981). Varieties such as Colby and Monterey are milder in flavour and have a more plastic texture than Cheddar. They are relatively high-moisture cheeses (39-40%) and ripen rapidly. It has also become popular in New Zealand and Australia to manufacture dry-salted Gouda-style, Edam-
Colby and Monterey The recent improvements in the production of granular Cheddar for processing are also indirectly responsible for the production of Colby and Monterey because these varieties are in fact washed-curd, granular cheeses. Traditionally, whey is drained off until the curds on the bottom of the vat are just breaking the surface and cold water is added to reduce the temperature of the curds/whey to about 27 ~ (Fig. 13). The moisture content of the cheese can be controlled by the temperature of the curds/whey/water mix. The moisture content decreases as the temperature is increased between 26 and 34 ~ The pH of the cheese is determined by the proportions of both whey removed and water added. The length of time the water is in contact with the curd is also important because this determines the level of residual lactose. As salt penetration into the interior of the granular curd particles is rapid, no pH gradient occurs and seaminess is not a problem.
Manufacture as for Cheddar up to running stage
Proportion of whey removed and water added
Contact time
Temperature of curd/whey/water mixture Residual lactose
pH
Moisture content
Typical texture of Colby
The main factors that determine the characteristic texture of Colby cheese.
96
Cheddar Cheese and Related Dry-salted Cheese Varieties
The calcium content of Colby tends to be slightly lower than that of Cheddar because of the higher percentage of starter used and a further small loss of calcium at the washing stage. However, as discussed previously, it is the pH that determines to a large extent the texture of a cheese. The addition of water results in a small increase (about 0.1-0.2 units) in the pH of the finished cheese but this is sufficient to give the cheese a more plastic texture than Cheddar. Recent trials (Creamer et al., 1988) have shown that the calcium content of Colby cheese can vary between 120 and 180 mmoles/kg cheese without influencing significantly the texture of the cheese as long as the pH is greater than about 5.2. The characteristic texture of Colby cheese is thus influenced almost entirely by its pH and moisture level (Fig. 13). Traditionally, Colby had a mechanically open texture but the use of shorttime pressing systems (Wegner, 1979; Brockwell, 1981; Tamime and Law, 2001), in which the curd is transported to be pressed under a partial vacuum, results in a texture that is as close as that of Goudatype cheese varieties. Monterey cheese has many similarities to Colby but is usually softer (Kosikowski and Mistry, 1997).
The editorial assistance of Ms Claire Woodhall and the advice of bar Philip X,u are gratefully acknowledged.
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Gouda and Related Cheeses G. van den Berg, W.C. Meijer, E.-M. DDsterh6ft and G. Smit, NIZO Food Research, Ede, The Netherlands
Gouda and related cheeses are the main representatives of the class of semi-hard cheeses and can be characterised by: (a) the use of fresh pasteurised cow's milk, the milk normally being partly skimmed (generally leading to at least 40% fat in the dry matter of the cheese); (b) milk clotting by means of rennet (usually extracted from calves' stomachs); (c) the use of, preferably, mixed-strain starters consisting of mesophilic lactococci and usually leuconostocs, that generally produce CO2; (d) a water content in the fat-free cheese below 63% (ratio of water to solids-not-fat < 1.70); (e) pressing the cheese to obtain a closed rind; (D acidification mainly in the curd block after separation of the whey during pressing, holding and the first hours of brining; (g) salting after pressing, usually in brine; (h) absence of an essential surface flora; (i) being at least somewhat matured (for 4 weeks) and thus having undergone significant proteolysis. Consequently, the cheese normally has a semi-hard consistency and a smooth texture, usually with small holes; the flavour intensity varies widely. After prolonged natural ripening, the consistency will be hard and short and the formation of amino acid crystals is common. Variation within cheese type and ripening time is considerable: (a) loaf size may be between 0.2 and 20 kg; (b) loaf shape may be a sphere (Edam), a flat cylinder with bulging sides (Gouda), a block, like a loaf of bread, etc.; (c) fat content in the dry matter ranges from 40 to over 50%; (d) water content in the fat-free cheese ranges from 53 to 63%; (e) salt content in the cheese water ranges from 2 to 7%; (f) pH may be anywhere from 4.9 to 5.6 (brittle Edam or old Gouda); (g) maturation may take from 2 weeks to 2 years under drying conditions, although foil-ripening of
block-form cheeses at a rather low temperature is applied now in large volumes. Recently, several companies have begun to produce cheese with a reduced fat content. In order to avoid too tough a consistency and too fiat a flavour, modified technology is used. The introduction of adjunct starters, often of thermophilic nature, to enhance flavour development, has also given more opportunities to achieve the desired texture. Besides calf rennet, the use of fermentation-produced chymosin and some microbial rennets is also practised nowadays in various countries. Generally, a larger loaf is likely to have a lower water content (initially) and is matured for a longer time than a smaller one. To this end, Baby Gouda (0.2-1.0 kg) is manufactured with a higher water content than the larger normal Gouda cheese. Smaller loaves, with a relatively large surface through which more moisture evaporates, are used for shorter ripening under natural conditions. Herbs or spices are sometimes added, particularly cumin (i.e., the seeds of Cuminum cyminum). Traditionally, two main types of cheese were made in The Netherlands: Gouda and Edam. Gouda cheese was made in fairly large loaves of flat cylindrical shape (mostly 4-14 kg) from flesh whole milk and was matured for a variable period (6-60 weeks) under natural conditions; it is still made on some farms from raw milk in much the same way ('Goudse boerenkaas'). Edam, a sphere of 1 or 2 kg, was made from a mixture of skimmed evening milk and flesh morning milk, leading to about 40% fat-in-dry-matter (FDM); the cheese had a somewhat shorter texture than Gouda and was usually matured for 6 months or more. Mimolette ('Commissiekaas'), a high-coloured sphere of 4 kg, is also related to this type. Later, a greater range of cheeses, differing in shape, body and taste, evolved from these types. Most modern types have a somewhat higher pH and moisture content than the cheeses had previously; one reason for this change was to obtain better sliceability of the matured cheese. It is good to be aware of the industrial scale on which production occurs. The past 45 years especially have witnessed drastic changes in the cheese industry. Refrigeration of the milk at the farm (--'4 ~ and collection of this milk every second or third day have
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
104
Gouda and Related Cheeses
become the accepted system in many countries. Rigorous control of the hygienic quality of the milk leads to far smaller variation in composition, thus facilitating the introduction of systems for process control. Cheese factories have been modernised and merged into plants with high capacity. Plants with an annual production of 30 000 tonnes of cheese, manufactured in a 6-day working week, are more or less standard now for Gouda-type cheesemaking. These plants are highly mechanised, automated and computerised, producing cheese of the desired quality at relatively low labour costs but with very costly equipment. Individual plants are often specialised in the manufacture of a single cheese variety. They process about 50 000 1 milk/h divided among three cheese vats (batches). Improved insights into cheese technology gained by much research made these developments possible.
Process principles
The milk for cheesemaking is stored and prepared by standardisation to produce a product of the desired composition. After pasteurisation, the milk is cooled to renneting temperature and starter, rennet and possibly other ingredients are added. The milk coagulates and forms a gel that is cut rather soon in order to be ahle to divide the r l l r d w i t h a l 1 / t a n m i l c h qtreqq on the still-fragile particles. The increased surface of the curd particles and gradually stirring more vigorously facilitates the expulsion of whey (syneresis). After some time, sufficient whey has been liberated and a significant part of this first (non-diluted whey) whey is removed to enhance the forces on the curd grains and to make room for the addition of curd-washing water. This water serves to dilute the whey to reduce the lactose content of the curd. Moreover, this water is heated to increase the temperature of the curds and whey mixture, which enhances syneresis to further reduce the moisture content of the curd. To this end, stirring is also intensified somewhat. This step takes approximately 30 min (>90% of lactose diffusion is reached) before the curd particles are allowed to settle. After 'matting', the whey is drained off at a limited speed, especially after the whey surface reaches the top of the curd mass. Particularly in this stage, inclusion of air between curd particles must be avoided carefully because it impairs later eye formation in the cheese. When the drainage is nearly complete, the curd particles have started to fuse and the bed is compacted, it is possible to cut the mass into blocks. These blocks are transferred to cheese moulds, with a liner, in which the mass still flows for a while to fill the mould entirely.
Then, the moulds with curd are transported to the press, where all cheeses from one batch are pressed at the same time. In the meantime, whey leaks from the blocks of curd, until pressing closes the surface. During pressing, pressure on the cheese surface is increased gradually to approximately 25 kPa in three or four steps. The cheese acquires its desired shape and a thin rind is formed, facilitated by the liner, to protect the loaf against the forces during subsequent process steps and greatly inhibits moisture loss until salting. After demoulding, the loaves are still held for further acidification upside down in a mould, without a liner when possible, for some time, depending on the cheese type. Then, the cheeses are salted, usually by immersion in brine. After brining, the cheeses are dried somewhat and coated, and curing starts. During ripening, the loaves are kept in an air-conditioned room to protect the integrity of the rind, control water evaporation from the cheese and prevent visible microbiological growth on the cheese surface. These essential process steps largely determine cheese composition and the efficiency of production. Important aims are to obtain maximum yield, to control cheese composition (and hence quality), and to keep the process as short as possible, while following a fixed time schedule. The main points to be considered in relation to cheese composition are: final fat and water content, pH of the cheese, quantity of calcium phosphate remaining in the cheese, and the quantity of rennet retained in the curd. To regulate the process, the rate of syneresis is of paramount importance. Several process parameters are important in this respect and have their impact on the water content of the cheese, its MNFS (moisture in the non-fat substances) in particular. An increase in the fat content of the milk, the heat load by pasteurisation and thermisation (see 'Milk quality'), of the curd cube size, the amount of curd wash water, and a decrease in scalding temperature, will diminish syneresis. Syneresis is enhanced by adding CaC12, adding more starter or using a more active starter, which causes a faster pH drop in the curd during the process. It is also enhanced by increasing the (scalding) temperature, the stirring intensity and time, the amount of whey removed before curd drainage and the time from filling the moulds until pressing. Increasing the moisture content by such process parameters also increases the inclusion of lactose, resulting in a lower pH of the cheese, unless there is a concomitant increase in the amount of curd wash water. Pre-acidification of cheese milk (which is not advisable), increasing the quantity of starter added, the rate of growth of starter bacteria and the time needed until the curd is separated from the whey, all reduce the pH of the curd before the rind is closed during pressing and,
Gouda and Related Cheeses
consequently, reduce the concentrations of calcium and inorganic phosphate retained in the cheese. Lower concentrations of these give a somewhat lower cheese yield, a lower buffering capacity and consequently a slightly lower pH, and may affect cheese texture somewhat, the consistency becoming slightly softer and shorter. During normal cheesemaking, acidification by lactose fermentation hardly occurs before filling the cheese moulds. Thereafter, pH should decrease considerably and acidification will be complete after approximately six hours in brine. A flow sheet for the production of Gouda cheese is shown in Fig. 1 to give an example of the steps in a practical process. The manufacturing process is discussed in more detail in the following sections. If more detailed information about the process equipment is desired, the reader is referred to van den Berg (2001). Milk treatment
The aim of treatment of the milk is to improve or maintain the quality of the milk for cheesemaking, with respect to cheese quality and composition, yield and ease of manufacture. Milk quafity Milk quality may be defined so as to include composition. The fat and the casein contents of the milk naturally affect cheese yield and fat content; lactose content affects cheese acidity (see 'Control of pH and water content'). Off-flavours, particularly if associated with the fat, may be carried over into the cheese. Although in a well-ripened Gouda-type cheese very limited lipolysis occurs, it is never enhanced to avoid any soapy off-flavour. Physical dirt should be absent as it shows up in the cheese. It can be removed easily by filtering or centrifugation. Such issues are among the official quality properties in the payment scheme for farm milk in The Netherlands, as mentioned in a survey on this subject by IDF (1995). The bacteriological quality of cheese milk is of great importance. Pathogenic organisms may survive in cheese, which may be a problem in raw milk cheese. Pathogenic Enterobacteriaceae and staphylococci might grow in cheese. However, proper manufacturing procedures, e.g., the use of an active lactic starter, ensure that throughout the cheese, either the sugar is fully and rapidly converted into acid by the starter organisms (van Schouwenburg-van Foeken et al., 1979), or that the salt content is already high enough to prevent the growth of pathogens. This is an important reason why there are no incidents with pathogens in well-made Gouda cheese. For more details on pathogens in cheese, the reader is referred to 'Growth and Survival of Microbial Pathogens in Cheese', Volume 1. Several bacteria present can cause
105
defects in the cheese: coliforms, Lactobacillus spp., Streptococcus thermophilus, faecal streptococci, propionic acid bacteria, Clostridium tyrobutyricurn (see 'Butyric acid fermentation'). The growth of psychrotrophic bacteria in the raw milk may lead to the production of sufficient thermostable lipolytic enzymes to cause undesired lipolysis in the cheese (Driessen, 1983); bacterial proteinases do not seem to cause undesirable effects but may break down casein prematurely and reduce cheese yield. Nowadays, milk is stored at the farm for some days so that the growth of psychrotrophs may have started already. Temperature control and good cleaning procedures are necessary and stimulated by quality demands on the total microbiological count of farm milk (IDE 1995). However, such milk is usually thermised (e.g., 10 s at 66 ~ upon reception at the cheese factory, sufficient to kill several types of bacteria, including most psychrotrophs, but not to greatly alter the milk otherwise (Stadhouders, 1982; van den Berg, 1984). Pasteurisation The milk is pasteurised, usually high temperature-short time (HTST) e.g., 15 s at 73-74 ~ just before cheesemaking. However, it is noteworthy that such an indication of pasteurisation intensity is not sufficient to indicate the total heat load to which the milk is exposed. Therefore, it is necessary to be aware of temperature changes with time when passing through the heat exchanger, including a large regeneration section (de Jong, 1996). Figure 2 gives time-temperature relations for effects that are important for cheesemaking; it should be realised that these are only examples since there is considerable variation in the thermolability of micro-organisms, etc. Pasteurisation serves the following functions:
(a) Killing of pathogens, including Listeria monocytogenes, which means that heating may be slightly more intensive than that needed to inactivate alkaline phosphatase only. (b) Killing of spoilage organisms. Spores of Clostridium tyrobutyricum survive but Enterobacteriaceae, propionic acid bacteria and most lactic acid bacteria are killed. Some species of Lactobacillus and Streptococcus may survive, but they are seldom present at high numbers in the milk. However, Streptococcus thermophilus may grow on the metal surface downstream of the large regeneration section of a modern heat exchanger (Bouman et al., 1982) and thus attain high numbers if pasteurisation is continued for a long time (e.g., 10 h). This may lead to undesirable flavour and texture in the cheese (see 'Thermo-resistant streptococci'). (c) Inactivation of milk enzymes. This is probably important only with regard to lipoprotein lipase (EC 3.1.1.34), but even the usefulness of this is variable.
106
G o u d a and R e l a t e d C h e e s e s
Thermisation 15s 66~ lr
Thermisation 15 s 66 ~
Separation Pasteurisation 10 min 95 ~
Standardisation e.g., 3.5% fat
Coating with latex
Jl,
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f
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Drying
Cream
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Mixing
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80 rain
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,
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Example of a modern flow sheet for the manufacture of 12 kg Gouda cheese (until curing). Time from start of cutting to start of moulding - 60 min. A curd-filling machine with vertical columns and plastic moulds with a nylon gauze lining is used. NaCI content of brine- 18%, brine temperature- 14 ~ brine pH -4.5. If bactofugation is omitted, about 0.015% NaNO3 is added.
Gouda and Related Cheeses
30-
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Effect of heat treatments of various severity of the of serum proteins, the inactivation of some enzymes and the killing of some micro-organisms, important for the cheese quality or safety. The figures indicate the fraction left unchanged in the milk after the treatment. Approximate average results from various sources (from Cheese: Chemistry, Physics and Microbiology, 2nd edn, Fox, P.F., ed., Volume 2, Chapter 2, Chapman & Hall, London, with kind permission from Kluwer Academic Publishers). denaturation
Several lipases and proteinases produced by psychrotrophic bacteria are not inactivated (Driessen, 1983). (d) Because the milk should be pasteurised shortly before renneting, it also serves to undo, more or less, the adverse effects of cold storage on the casein micelles and on the salt equilibrium (which in turn affects renneting properties; 'Rennet-induced Coagulation of Milk', Volume 1), to melt the fat in the globules and to bring the milk to renneting temperature. Heat treatment can also have undesirable effects, particularly if its intensity is distinctly higher than that needed to inactivate alkaline phosphatase: (a) Considerable denaturation of serum proteins by more intense pasteurisation leads to slow renneting, a weak curd and poor syneresis ('Rennet-induced Coagulation of Milk', 'The Syneresis of Rennet-coagulated Curd', Volume 1). It may also cause a cheese of poorer quality, particularly the development of bitterness and sulphide flavour (van den Berg et al., 1996b). The first defect is probably caused by stronger binding of chymosin and the second by breakdown of denatured (more heat-sensitive) sulphur-containing whey proteins. A small amount of denatured whey proteins, which is mainly precipitated on caseins, has little adverse effect on the renneting process or cheese quality, e.g., when denaturation occurs during sterilisation of small vol-
107
umes, such as bactofugate or starter milk which are then blended into a large volume of milk. Since heat denaturation also causes a profitable increase in cheese yield, fairly rigorous control is exerted in some countries, e.g., via the nitrogen content of the whey (which, for example, should be at least 95% of that of the whey made from raw milk). As sampling of the original raw milk has become increasingly difficult when (sometimes days later) the whey from the cheese vat is sampled for this goal, a new and more sensitive method has been introduced in The Netherlands. This is based on the different kinetics of denaturation of the individual whey proteins, e.g., bovine serum albumin and immunoglobulin G are denatured more rapidly between 70 and 100 ~ than [3-1actoglobulin. A small increase in pasteurisation temperature causes a distinct change in the relation between the contents of these native heat-sensitive proteins and that of native [3-1actoglobulin in the whey (van den Bedem and Leenheer, 1988). (b) Useful milk enzymes may be inactivated, especially xanthine oxidase (EC 1.2.3.2). This enzyme is needed to slowly convert (added) NO3 to NO2, which is essential for the desired action of nitrate against clostridia (see 'Butyric acid fermentation'). Although pasteurisation of cheese milk is widespread and has certainly helped to considerably improve average cheese quality, it is often held to be responsible for a certain lack of flavour, especially in well-matured varieties. This may be due to inactivation of lipoprotein lipase and killing of bacteria that may contribute to raw milk cheese flavour, which usually is more variable than the flavour of cheese made from pasteurised milk. Less-severe heat treatment may improve flavour. An old-fashioned way of improving milk quality is to let the fresh milk cream at a low temperature (5-10 ~ in this way, most bacteria accompany the cream because of agglutination (Stadhouders and Hup, 1970). By heat-treating the cream, but not the skimmilk, most bacteria are killed without greatly affecting milk enzymes. Bactofugation Another way to enhance bacteriological quality is bactofugation. This may be applied when cheese is made from raw milk. However, the main purpose is the removal of spores of Clostridium tyrobutyricum. As said before, these spores survive pasteurisation and will pass into the cheese, where they may cause butyric acid fermentation (BAF). This defect is often called 'late-blowing' and is a well-known risk for Gouda and related cheeses (see 'Butyric acid fermentation'). The addition of nitrate is effective against this defect but not desired in various markets. The use of a bactofuge, in particular the
108
Gouda and Related Cheeses
self-desludging type, is a successful answer to this question. The bactofuge is a kind of centrifuge for milk with special properties to remove the heavy sludge via nozzles mounted at the outside of the separator bowl. Bacterial spores have a rather high density in comparison with the bacteria themselves. The original idea of using a separation technique to improve the bacteriological quality of milk, in that case for liquid milk, came from Simonart and Debeer (1953). The bactofuge is mounted in line with the milk pasteuriser or the thermiser and is fed from the regeneration section because the best efficiency of the process is obtained at approximately 60 ~ This treatment reduces the number of spores drastically, even to about 2-3% of the number in raw milk (van den Berg et al., 1980, 1988). The sediment obtained contains the spores but also more casein than the original milk and its removal would cause a significant reduction in cheese yield (about 6%). Consequently, the sediment is commonly ultrahigh temperature (UHT) heated to kill the spores and added back to the milk; the concomitant denaturation of serum proteins is acceptable (see 'Pasteurisation'). Double bactofugation increases the efficacy of spore removal, but is more costly. Nevertheless, this treatment is necessary when no nitrate addition is allowed. In such a modern line, the continuously discharged heavy phase from the second separator is fed back into the milk supply to the first h~r-tnfllaP
hPr'a11cP thPrP
ir n n t
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spore load of the two liquids. On the other hand, the heavy phase from the first bactofuge, mixed with the intermittent discharges (by the self-desludging mechanism) from both machines, is the total volume to be sterilised. For further details of this technique, the reader is referred to van den Berg (2001). The technique of microfihration of the skimmed milk fraction is an alternative to bactofugation. The effect on the removal of spores might be similar to double bactofugation but the investments are higher. Moreover, the cream and the milk retentate must be sterilised, which is a considerably larger volume than in the case of bactofugation. Standardisation and additives In most cases, after thermisation, the milk is standardised so as to yield the desired FDM of the cheese (see 'Standardisation'). This generally implies some skimming of the milk. Usually, part of the milk is passed through a separator (which also removes dirt particles) and sufficient cream is removed. Skimmed milk, and often some sterilised whey cream, is added to whole milk shortly after reception. This standardised milk is stored until further processing. However, nowadays automatic in-line standardisation systems are receiving some interest in
large cheese factories because of possibilities to minimise storage tank volume. Substances added to the milk after pasteurisation and before renneting may include: (a) CaC12 to speed up, and particularly to reduce variability in, renneting and syneresis. (b) Nitrate, to prevent early blowing by coliforms and the growth of C. tyrobutyricum. Nowadays, nitrate is often added later, i.e., to the curds-whey mixture after the first whey has been removed. This serves both to save on nitrate and to avoid producing large quantities of whey that contains nitrate. (c) Colouring, either 13-carotene or annatto (an extract of the fruits of Bixa orellana), for obvious reasons. Its use appears to be waning and is often omitted, although some types are highly coloured, e.g., Mimolette. Spices, if any, are commonly added to the curds and whey mixture before draining, e.g., in the buffer tank. Cheesemaking
Curdmaking Renneting is usually done at 30-31 ~ and cutting starts 20-25 min afterwards. About 20 ml of rennet with a specific activity of 150 IMCU (International Milk Clotting Units) and 10-20 g CaC12 are usually arlrlpd
tn
l NN1 nf rhppep
milb
Thp
nil
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somewhat reduced by the addition of CaC12 and starter; 6.50-6.55 is the usual value. The aim is to produce a coagulum (gel) that can be cut easily and stirred without excessive loss of 'fines' in the whey and which shows rapid syneresis. If the milk is drawn from a very large quantity, and moreover if the calving pattern of the cows is fairly evenly spread throughout the year, milk composition is generally sufficiently constant to give good results with fixed quantities of rennet and CaC12 always. The coagulum is cut, usually into pieces of any given form, some 8-15 mm size, initially. When the coagulum pieces already have been cut sufficiently but still some time is required for syneresis, the mass is stirred (by turning the knives in the opposite direction) until the desired amount of whey can be drained off. This stirring should be carried out very gently to minimise loss of fines and fat. Curd fines are usually defined as the fraction < 1 mm size and can easily be lost in the separated whey. After a while, the curds are allowed to settle and part of the whey is removed so that stirring becomes more effective, i.e., the forces acting on the curd grains are higher and thus promote syneresis. After removing the first whey, stirring is immediately restarted to avoid too much curd fusion, as curd lumps may persist during
Gouda and Related Cheeses
the rest of the process. The temperature is increased (scalding), also to speed up syneresis, but not to a temperature high enough to harm the (mesophilic) starter organisms, which usually implies keeping below 38 ~ The curd wash water must be carefully spread over the cheese vat in order to prevent local overheating. During scalding, agitation should be more vigorous, again to avoid local curd fusion. Inside such curd lumps, whey expelled by individual curd particles cannot be removed and the washing of lactose is inhibited, resulting in acid, soft and 'nesty' spots (clusters of small irregular openings) in the cheese. Scalding can be done by indirect heating or by adding heated whey or hot water. The latter practice is the most common, since water usually has to be added anyway to regulate pH (see 'Control of the pH'). Initially, an increase in the size of the cheese vats became possible with the separation of the process steps of curdmaking, separation of curds and whey (curd drainage) and moulding. The time schedule for successive batches (vats) is programmed in such a way that (nearly) finished curds-whey mixtures can be pumped separately at constant time intervals into a buffer tank before being introduced into the continuously working curd drainage and moulding machine. The open cheese vats of the past have been developed into large enclosed tanks with integral cutting and stirring devices, built-in filling, emptying and dosing (of rennet and starter) pipework and metering devices (for sucking whey) and control and automation modules. Recently, the increased need for process control has also led to the successful introduction of a laser optical fibre device built into each cheese vat to control the renneting process. It indicates the beginning of aggregation, the increasing firmness of the coagulum and may warn when the desired gel firmness has been reached (ten Grotenhuis, 1999). All milk takes part in the renneting process and will contribute to cheese yield. However, during curdmaking and successive processing steps some loss of curd fines and fat is inevitable because of mechanical stress by the processing equipment. The cheesemaker has to perform the optimal process in relation to the equipment used and the curd properties desired at final drainage (curd size, water content, temperature, etc.). The losses in the whey of fat and, in particular, curd fines, should be minimal. Most of the fat in whey is already liberated when cutting the coagulum because cutting initiates the loss of the fat globules from the newly created surfaces. The amount of whey expelled during the first cuts has a very high fat content that decreases during syneresis and expulsion of whey at the end of cutting to <9% of the fat percentage of the cheese milk. Some further curd damage by mechanical stress during the process creates
109
new curd surfaces and also results in losses of fat and curd fines. This is particularly at risk when curd is allowed to settle before sucking the first whey and starting stirring and adding the washing water. Then, extra force is needed to avoid curd lumps during the next stage of curdmaking. The design of the cheese tank (vat) is important with respect to such losses and most types of vat have been thoroughly tested, as demonstrated by de Vries and van Ginkel (1984). The difference between the fat content of the whey at the end of curdmaking and after dilution with the wash water (calculated from the first whey) should be no more than 0.02. Curd fines, expressed as dry curd solids, in the first whey should be <150 mg/1 whey. This level may increase somewhat in the whey outside the curd particles during further processing, including the holding time in the buffer tank before drainage. However, it must be realised that during drainage, especially in the vertical draining cylinders, most of these fines are still entrapped between the larger curd particles.
Draining and moulding In the past, after the curds had lost enough moisture (the water content being ---68% in the case of Gouda cheese and the pH 6.45), stirring was stopped and the curd grains were allowed to settle. Partial fusion of deforming curd grains now occurs, whey is separated, and a continuous mass of curd is formed that can be cut into blocks. Considerable loss of whey from the curds occurs during these stages (Walstra et al., 1985). This was often promoted by applying some pressure (e.g., 400 Pa) by placing perforated metal plates on top of the bed of curd or later by the curd layer itself being deep enough; pressure also promotes curd fusion. The lower the fat content, the less easy curd fusion becomes, because of the lower scalding temperature and reduced ability of the curd grains to deform. As a consequence, more whey may be left between the curd grains after drainage, finally resulting in a more open texture. If a very low water content is desired, the drained curds may be stirred or worked; this causes considerable additional syneresis, but also loss of fines and fat and a cheese with an open texture (many irregular, small holes). The blocks of curd are transferred to cheese moulds. The traditional square block of curd is allowed to spread and fill the round mould after some time. Between the corners, it flows out and at the corners it may even be compressed, causing in the cheese locally a higher and a lower water content, respectively (Arentzen, 1972). So certain flow properties of the curd block are necessary. At these stages until brining, the temperature of the curd blocks should be maintained high enough for good curd flow, to continue acidification and achieve good rind formation during pressing.
110
Gouda and Related Cheeses
To this end, moulds are still warm after cleaning and the room temperature should be approximately 20 ~ and often the presses are practically closed. Forcing the flow of the curd block, e.g., by the premature start of pressing, should be avoided because it may locally destroy curd fusion and in such places more whey collects between the curd particles. This turns into 'nesty', soft and acid spots in the final cheese because this whey (with lactose) is resorbed, while the distance between these stronger acidifying curd grains remains too large and these spaces are filled later with gas. Essentially, the mechanism is similar to what may happen in the case of curd lumps (see 'Curdmaking'). The introduction of specific curd-sedimentation or pre-pressing vats, with a moving, perforated belt, was the first step in mechanisation of the Gouda cheesemaking process. At one end of this vat, the settled and drained curd layer is mechanically cut into pieces of the desired dimensions, which are transferred to moulds to be pressed. Such curd blocks are still square and require time to deform and fill the round Gouda cheese moulds. Furthermore, greater variation of water content in the cheese will occur. The water content of the curd blocks also deviates within a batch due to differences in drainage time before the transfer to the moulds. Although this system is still applied with improved equipment, in many cases it has been superseded by the following technique. The curds-whey mixture is fed from the buffer tank into continuously working machines that separate the whey from the curds, shape the curd blocks and fill them into moulds. The most common machine is the Casomatic | which operates with a downward curd stream. It has draining columns for cylindrical or rectangular cheeses. Technologically, these machines have the advantage that the weight of the loaves can be controlled accurately, the relative standard deviation being 0.5-1.5% this is especially important for small loaves, e.g., Edam cheese. These machines were less flexible than the pre-pressing vats for the production of cheeses of different shapes and sizes. However, modern models have been improved in this regard. During the mould-filling process, syneresis of the curd proceeds and would cause the water content of cheese to decrease if no precautions were taken. Therefore, syneresis during the moulding operation is slowed down by stirring the curds-whey mixture in the buffer tank only gently, but sufficiently to keep the mixture homogeneous, and by gradually reducing the temperature by, e.g., 1 ~ when the time between batches is more than 15-20 min. Because the first curd blocks of a batch contain more moisture and will loose more moisture before pressing than the others, the height of the curd block can be adapted during drainage of the batch. In this way, the moisture
content and the weight of the individual final cheeses can be controlled fairly accurately in combination with the time between filling the mould and start of pressing (de Vries and Staal, 1974). Nowadays, two buffer tanks are often used, alternately filled with the next batch, in order to let any fine air bubbles entrapped during stirring and pumping to escape. These could later disturb the eye pattern in the cheese, as they are entrapped during drainage. Consequently, the stirring time in the cheese vat is shortened. Figure 3 shows a section through a draining column of the Casomatic | The process in the draining columns was investigated thoroughly by Akkerman et al. (1996). During 'free' drainage, there is still considerable ongoing syneresis because whey is separated and the hydrostatic pressure has disappeared. At the same time, compaction, deformation of the curd particles and curd fusion take place, blocking the pores between the curd particles, and drainage decreases (Akkerman et al., 1994). This also slows down the compaction rate. In the draining column, the liquid pressure gradient between the centre and the wall of the drainage equipment is the important driving force. The column is divided into three sections in which this gradient increases in each section downwards in parallel with the compaction rate. To this end, the control of the outflow of the whey through the perforated wall has always been a very important feature of this machine. It is managed in relation to variables like the geometry of the drainage column, the softness (moisture content) of the curd grains and their size, especially the amount of curd fines. At the outlet, below the draining column, curd blocks are cut off (for round moulds, circular blocks), often pre-pressed slightly (without deformation of the block) to prevent loosening of curd during successive handling and transferred to the moulds. The filled moulds are moved to the press and on their way, a cover is put on top. The whey obtained at various stages may be collected separately, because it differs in pH, added water and added nitrate. The whey is usually separated and the cream obtained is pasteurised, e.g., 30 min at 95 ~ to destroy fully any bacteriophage that may be present. The whey cream is used to adjust the fat content of the next lot of cheese milk. Curd fines are usually separated from the whey by means of hydrocyclones or filters, but are not recycled to the curd because of the danger of contamination (bacteria and phage). They are pressed and often used for processed cheese.
Pressing The blocks of curd are pressed in moulds to obtain the typical shape of the cheese and a closed rind. The latter is necessary to avoid further loss of moisture until
Gouda and Related Cheeses
111
Cut-away view of the Casomatic CSC, the single column continuous whey drainage and portioning machine (reproduced with permission of Tetrapak Tebel B.V., Leeuwarden, The Netherlands). 1, Curds and whey supply; 2A-C, Whey drainage sections with pressure indicators; 3, Whey collection tube; 4, Whey collection vessel; 5, Pneumatically operated cylinder for opening and closing the curd knife; 6, Pneumatically operated cylinder for removing the curd block to fill the cheese mould.
112
G o u d a and Related C h e e s e s
brining, to achieve an even salt penetration through the cheese surface, to withstand the tension during brining and to serve as a barrier for micro-organisms during brining and ripening. Originally, wooden moulds were used, and the blocks of curd were wrapped in cloth; a pressure of 50-100 kPa was applied for several hours and the cheese developed a very distinct, firm rind. Nowadays, cheese loaves are formed in finely perforated metal or plastic moulds, or plastic moulds lined with a gauze or some kind of cloth to promote drainage and rind formation. The pressure is usually much lower and is applied for a shorter time. Consequently, only a weak rind is formed; although the rind should be fully 'closed', i.e., free of visible openings, it is not a fully effective barrier against the high numbers of micro-organisms during brining (Wilbrink e t a l . , 1981). In order to have an undisturbed process, sticking of the cheese to the liner of the mould must be avoided. This is achieved by the correct combination of a gradual increase of pressure over time and the firmness of the curds. Closing of the rind is due to complete fusion of the outermost layer of curd grains, promoted by local deformation of the surface around threads of the liner or corners of the perforations of the mould (Mulder e t a l . , 1966) and good drainage of the liberated whey. Essentially, it is a locally intensified syneresis process with a rearrangement of casein strands. Pressing, as it is applied nowadays, is generally 1.~, ,USlOnr " ,1., . . . . . 1.,,-,,,, +1.,,~ ;9ttau,,,~.,~.,tt . . . . m..;,..., to cause .... ,_,_,mp,~.te t,,,_,,.,~,,,_,,.,~ t,,,.. mass of the freshly pressed loaf. This implies that some moisture can still move fairly freely via small interstitial openings left between the curd particles through the cheese mass, possibly leading to uneven moisture distribution. During brining, the temperature decreases and the remaining whey is resorbed, while the interstitial openings practically disappear. Within 1-2 days, curd fusion is nearly complete and the cheese has a closed texture. The cheese looses considerable moisture during pressing, but moisture loss is slight once a closed rind has formed (Straatsma and Heijnekamp, 1988). This implies that starting the pressing earlier and applying a higher pressure lead to less moisture loss, and hence to a cheese with a higher water content. By varying the time between mould-filling and the start of pressing, water content can thus be regulated to some extent, especially to ensure the same water content in cheese loaves of the same batch. During stirring in the whey, syneresis proceeds. Consequently, the blocks from a batch formed last in a continuously operating draining and moulding machine have the lowest water content, and pressure should be applied to those loaves soon to 'keep in the moisture', while the blocks formed earlier should be left for a longer time before pressing (see
also 'Draining and moulding' and 'Control of water content'). In traditional cheesemaking, the freshly pressed loaves were turned in the moulds with a flat cover and left there until the next day for 'shaping' (Dutch: omlopen), i.e., to attain a symmetrical shape. After removing the cloths and before turning, the pressing rind created between the cover and the mould was trimmed off, which caused some risk of tearing open during brining. The main change occurring was, however, the complete conversion of lactose to lactic acid. This is important because during brining, fermentation by the starter bacteria is slowed down and even effectively stopped in the rind, owing to the combined effects of low temperature and high salt content. Nowadays, a somewhat greater quantity of a fastergrowing starter is usually added, which implies that much more lactic acid has already been produced a few hours after adding starter. The course of acidification in the core of the cheese is illustrated in Fig. 4. The short holding between pressing and brining is facilitated by a better design of the modern cheese moulds so that 'trimming' and 'shaping' are not really necessary any more. The shape of the curd block also approaches that of the mould better and the time necessary for curd flow before pressing diminishes. So the modern mould has made it possible to speed up the process to a great extent, thanks to improved starter ,~,.hnu,ugy. Instead of pressing cheese loaves in stacks, it has become common to press them in a single layer by individual pressing cylinders or one cushion for a great number of cheeses. Pressing a pile of cheeses in a column
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Pressing Time after adding starter (h) Wash water In brine Acid production during Gouda cheese manufacture (conditions comparable to those in Fig. 1). Quantity of lactose and lactic acid, and the pH of curd and cheese (core) as a function of the time after starter addition to the cheese milk.
G o u d a and Related C h e e s e s
under one pressing head, as in the past, started pressing of the first, more moist cheeses of the batch earlier instead of later (see 'Draining and moulding'). Nowadays, presses are filled and emptied continuously. Continuous pressing, however, is not applied because differences in water content still exist between loaves of a batch at the beginning and the end of moulding, due to differences in the extent of syneresis of the curd. When time between batches is not too long, say 20 min, the whole batch is pressed for the same length of time and pressuring programme. With respect to demoulding, mechanical systems have been designed which prevent damage to the relatively weak cheese rind. The lid is lifted perpendicularly, the mould is emptied after rolling on the side or the cheese is blown out of the linerless rectangular mould. When held for further acidification, the cheeses are kept in normal moulds. Then, the cheeses are weighed on their way to the brine as part of the system to control composition and yield. Brining
Nowadays, the cheese is put into brine within 1 h after pressing when some residual lactose is still present in the curd. (Incidentally, this means that even in a 2-week-old cheese, the outermost layer may contain about 0.2% lactose in the cheese moisture and also that the brine contains lactose.) The use of pasteurised milk, strict hygiene
113
and adequate rind treatment are needed to prevent the growth of undesirable micro-organisms, which might profit from the presence of lactose. Another requirement is a sufficient decrease in pH; after pressing, ---5.9 and, when it occurs, after 1.5 h holding, 5.4-5.5. Moreover, the modern curing room provides better drying conditions for the rind of the cheese. Otherwise, such cheeses will easily develop a slimy surface which is hard to repair. Brining is done primarily to provide the cheese with the necessary salt. Moreover, it serves to cool the loaves rapidly to below 15 ~ (to stop further syneresis, and prevent or slow down the growth of undesirable bacteria), and to give them a certain rigidity (due to the high salt content in the find) during the necessary handling shortly after brining. Brining causes a considerable loss of water (2-3 times the quantity of salt taken up) and loss of a little soluble matter (<0.2% of the cheese mass). Factors affecting these processes are discussed in 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1. Figure 5 indicates the effect of different salt concentrations in the brine on salt uptake and water loss during the process of manufacturing normal Gouda cheese. The brining process of Gouda and related cheeses was investigated extensively by Geurts et al. (1980). An increased fat content in the cheese hinders the process. Conversely, an increased water content before brining enhances salt uptake, relatively more than the
Salt content of dry matter (SDM)
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Changes (idealised) in water content (W) and salt content of dry matter (SDM) of Gouda cheese during brining for a normal process and for a longer brining time at a lower water content and weaker brine (dotted lines), according to van den Berg et ai. (1975).
114
Gouda and Related Cheeses
water loss. The shape and the size of the cheese have considerable impact on local diffusion processes. It may be expected that increased temperature and brine concentration speed up the process. However, in practice, strong dewatering of the rind zone hinders salt uptake and the net effect hardly increases above 20% salt or 18 ~ These phenomena are better described by the Maxwell-Stefan equation than by Fick's law, which Geurts et al. (1980) applied originally, as discussed by Payne and Morison (1999). The average salt content of the young Gouda cheese is generally 4-5 g/100 g water in the cheese; of course, it takes considerable time (up to 2 months in a large load for the salt to become more or less evenly distributed throughout the cheese. The brine usually contains 17-18% NaC1, but weaker brines might sometimes be used to allow brining the loaves for exactly 1 week. This poses the risk of growth of salt-tolerant lactobacilli in the brine that may even penetrate the cheese to some extent and cause flavour defects (Stadhouders et al., 1974; Wilbrink et al., 1981). Regular cleaning of the equipment and basin walls around and above the brine level is desirable (Stadhouders et al., 1985). Chemical disinfection of brine has negative effects on cheese flavour and, certainly in case of chlorine, forms toxic compounds. For similar reasons, irradiation of brine was not successful. Filtration techniques may be reason.~l,,
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application. The brine should contain enough Ca2+(0.2% at 17% NaC1) and acid (pH 4.5) to prevent dissolution of cheese protein, which would cause a slimy rind (Geurts et al., 1972). A weak brine has a similar effect but may contain more Ca 2+ (van den Berg et al., 1975). Brine is used for years, with daily removal of the surplus brine and adjusting the salt concentration. A certain balance exists in the non-sah components in the brine and the moisture of the cheese. These solids also serve to buffer the pH so that only a limited amount of HC1 is needed to control it. The lactose concentration in brine is higher when the cheese is salted at a higher pH, e.g., in case of rectangular blocks designated for foil-ripening. A consequence of brining is the loss of moisture, resulting in the dimensions of the cheese shrinking by a comparable percentage. Loaves with corners and edges shrink more at these places than elsewhere. The cheeses are transported by floating in the brine that is circulated continuously through the whole brining bath. The density of the cheese is approximately 1.07 while that of the brine is >1.10 g m1-1, depending on salt concentration. A bypass flow is used for cooling (the brine temperature is maintained at 13 ~
and for the uptake of salt from a silo. The daily amount of salt necessary to maintain a constant salt concentration is calculated from salt uptake by the cheese plus the increase of the brine volume by moisture from the cheese liberated by pseudo-osmosis. Two brining systems are in use. One uses stainless steel racks with horizontally tightened nylon nets to form several horizontal compartments; the racks can be moved up and down in a deep brine basin (2-3 m). Filling and, after brining, emptying of successive compartments is realised by opening gates, consisting of a frame with bars, at the front or the rear that do not hinder brine flow through the basin when closed. This circulation also serves to maintain an even salt concentration around all cheeses in order to control salt uptake by the cheese. Stronger agitation is, however, not necessary because salt uptake is, in effect, controlled by (slow) diffusion in the cheese when brine concentration is maintained. Moreover, increasing agitation by air injection through pipes with small openings at the bottom of the basin is not advised because precipitated calcium phosphates may block the openings. The air bubbles become smaller and yeast growth is enhanced (van den Berg et al., 1975). A high yeast count in the brine must be avoided because high counts on the cheese surface will inactivate natamycin (see 'Rind treatment and curing'). In the other brining system, the loaves are salted while floating in a shallow layer of circulating brine l~.,p,
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odically immerse the loaves take care of salting of the top of the loaves. The latter system is nowadays rarely installed in new factories because of the very large ground surface needed. The brine volume increases by about 2.5% of the cheese mass that is brined. The resulting surplus is often simply mixed with the effluent of the whole cheese plant. However, demands on the quality of the effluent and the (still threatening or already existing) financial consequences of discharging will make this solution less acceptable in many areas. Several techniques have been studied; concentration by evaporation under vacuum seems to be the most attractive one (Zoon et al., 1991). Rind treatment and curing
For Gouda and related cheese varieties, development of micro-organisms on the cheese surface is undesirable, because they may negatively affect cheese quality. In particular, the growth of moulds must be prevented, since they adversely affect the appearance of the cheese and some species may produce mycotoxins, e.g., sterigmatocystin by AspergiUus versicolor (Veringa et al., 1989). In former days, cheese was pressed in such a way as to obtain a thick and very tough rind; mould development
Gouda and Related Cheeses
was reduced by regular rubbing of the cheese rind with a dry cloth and unboiled linseed oil. After hardening, the coat formed also reduced water evaporation from the cheese rind, thus permitting it to remain relatively supple and springy. This practice was abandoned after the introduction of special plastic dispersions, which offer superior protection and permit the production of cheese with a weaker rind. This is one of the improvements that allowed mechanisation and a marked speeding up of cheesemaking. These plastic dispersions form, on drying, a coherent plastic film of hydrophilic nature that offers a protective coating against mechanical damage. When compared with oil treatment, it reduces the evaporation of water by ---50%. After the first week, water evaporation slows down steadily because diffusion inside the cheese is the limiting factor, while the relative humidity of the air is constant (Bouman, 1977). The film mechanically hinders mould growth, but it may also contain fungicides, e.g., natamycin (pimaricin), an antibiotic produced by Streptomyces natalensis, which is active only against moulds and yeasts, or calcium or sodium sorbate. In many countries, like The Netherlands, only natamycin is allowed while in some other countries only sorbates are permitted. Compared to sorbates, natamycin has the advantages that its migration into the cheese is generally limited to the outer 1 mm of the rind, it inhibits most of the microorganisms found on the surface of the cheese and it does not adversely affect the appearance, taste and flavour of the cheese (de Ruig and van den Berg, 1985). Moreover, natamycin is much more effective than sorbates; for comparable protection from mould growth, the amount of sorbate needed is about 200 times that of natamycin. Recently, growth of Penicillium discolor, which appeared to be less sensitive to natamycin, caused some trouble with Gouda cheese but adequate hygiene measures can prevent this when using this fungicide (van Rijn et al., 1997). With respect to public health, an acceptable daily intake of 0.3 mg natamycin~g body weight has been established. The EU cheese regulations limit the quantity to 1 mg/dm 2 of cheese surface when the cheese is sold. Recently, alternatives for plastic coatings, based on milk proteins, have been introduced. Generally, the cheese is cured at 12-15 ~ and 85-88% RH. The conditions must allow the coating to dry rather quickly, otherwise undesirable micro-organisms like yeasts, and successively coryneform bacteria or moulds, may develop and cause off-flavours and a sticky and dirty surface. However, if the coating layer dries too quickly, cracks may form in the plastic film, allowing mould growth in the cheese rind because natamycin penetrates into the cheese only to a very limited extent. Some residual moisture is necessary to keep this film sufficiently flexible. Particularly at the beginning of ripen-
115
ing, the cheese inevitably expels a little moisture, causing a high humidity between the loaf and the shelf, which favours bacterial growth. To prevent this and to allow the cheese to retain a good shape, loaves are turned frequently during this period. Upon prolonged ripening, this frequency is reduced. Other measures to maintain shape are sufficient evaporation of moisture to replace, to some extent, the 'framework' created during salting that wanes by salt diffusing to the core, and to maintain not too high a temperature. In this respect, 17 ~ is a practical hurdle. Above this temperature, most milk fat is liquid and the cheese exudes fat ('sweating'), while the consistency of the cheese may become greasy. If a higher temperature is desired to accelerate ripening, then a paper banderole is sometimes used around the cheese. A higher temperature increases the risk of 'late blowing' and more attention to the cheese surface is required to keep it clean. After brining, the cheeses are often dried slightly at room temperature, firstly removing the excess of brine. It is preferable to do this by means of a suction mouth just above the surface of the cheese. At this stage, the rind is under stress because of the brining process, and forced drying by heated air must be avoided. Cheese, just after removal from the brine and after application of the first coating, exudes extra moisture that will remain between the cheese and the shelf. The cheese will stick to the shelf, which hampers the following treatments of the cheese and destroys the plastic coating. (Even by pressing a finger on such quickly dried cheese, some moisture will appear immediately.) When the cheese is free of visible liquid, the first coating layer is applied on the top and most of the sides. Then, the cheese is conveyed in the same position to the store and automatically fed on to shelves to dry quietly for 1 or 2 days. The plastic coating is applied two or three times during the first 2 weeks and, during longer curing, repeated with gradually diminishing frequency. Care is taken that the cheese surface is sufficiently dry before each treatment. The cheese is turned and a coating machine with turning flexible flaps spreads the plastic dispersion evenly over the cheese. This treatment is combined with cleaning the upper surface of the shelf, and the cheeses are positioned on their dry and still clean other side. The drying of the cheese surface (and the shelves) is controlled by the climatic conditions of the curing room and, consequently, the decrease of the water content of the cheese or its weight loss. Treatments in curing rooms also have been highly mechanised: transport, coating and turning of cheese, cleaning of shelves, etc. Much progress has been made in controlling the temperature, relative humidity and velocity of air, in order to approximate the ideal situation in which each loaf is stored under
116
Gouda and Related Cheeses
identical conditions. Good insulation of the curing rooms is very important to prevent the condensation of water on the walls at the desired high humidity of the air, resulting in mould growth. Wooden shelves are normally used because they have the advantage of absorbing some moisture from the (young) cheese. However, they require special attention from a hygienic point of view. A strict maintenance programme of cleaning and drying combined with the treatment of the cheeses may guarantee sufficient safety. New wooden shelves need more attention because considerable quantities of fermentable sugars are still present in the wood. Thorough leaching in water, cleaning, disinfection and drying are necessary. Also, suitable glues must be used for the construction of these shelves (see 'Natural ripening'). Smaller cheeses, like baby types and Edam, are sometimes ripened hanging in coarse plastic nets or placed in perforated holes of a stainless steel plate where they can dry on all sides. The relative humidity of the air should be slightly higher to prevent excessive evaporation. Because such cheeses are coated on all sides, it is difficult to avoid the pattern of the net being imprinted on the surface. However, these cheeses are usually waxed before distribution. Just before they are put on the market, cheeses may be treated with paraffin (cheese wax), generally after they have been treated with latex. Before waxing, the loaves must have had, during the whole ripening pro-
also 'Foil-ripening'). A starter with low CO2-producing capacity is used to prevent loosening of the wrapping and too open a texture.
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vious bacterial growth on the cheese and a high humidity between the cheese and the wax layer favours bacterial growth, causing off-flavours and gas formation. In such cases, washing and drying of the cheese before waxing does not prevent these defects. Consequently, wax is applied predominantly to a matured cheese, mainly to prevent weight loss during transport. In some cases, especially for Baby Gouda or Baby Edam, often red wax is applied when the cheese has dried briefly after brining (so-called peel-off wax). Wax layers must be closed and cracks and pinholes must be avoided. Such cheese is stored under sufficiently cool conditions to maintain its shape in the cartons on pallets, consequently avoiding cracks due to bulging. Some cheeses are made in rectangular or square loaves for curing while wrapped in plastic foil. Treatment of the cheese, as mentioned above, is unnecessary. This type of cheese is particularly suitable for the processed cheese industry. However, it is also of increasing interest for customers who sell this type of cheese in prepacked portions or slices. Prolonged curing at the usual temperature, e.g., 14 ~ however, tends to produce cheese of poor flavour and consistency. Therefore, the cheese is kept at a low temperature ( < 8 ~ the resulting flavour is rather fiat (see
Milk standardisation and cheese yield
Cheese yield is usually defined as the mass of cheese obtained from a certain quantity of milk. When making cheese, individual milk components, including water, are converted to varying extents into the final cheese. During the process, salt is added. The conversion factors of the milk components are related to the process carried out and may differ slightly among cheese factories. The final cheese must have a certain composition because of legal and quality requirements. This primarily concerns water content and FDM but the actual parameter is the ratio of protein (para-casein) to water in the cheese. During the process, the conversion of protein from milk to cheese is of primary importance. This is why it has been advocated to calculate yield/kg para-casein in the milk (van den Berg et al., 1996a). This approach has also a close relation to the common practice of filling a cheese vat with such an amount of milk that a constant amount of cheese is obtained and that down-stream equipment is in full use. The cheese milk composition qtnndnrctiqPd
tn
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composition. To this end, the fat content is adjusted in a ratio to the protein content, as determined by infrared analysis at the plant. However, this protein content serves as a parameter for the para-casein content that is converted to cheese and may be obtained by the difference in protein content between milk and (undiluted) whey. It is important to calculate precisely the desired fat content of the cheese milk. The yield of cheese should also be predictable. Comparison with the ultimate analytical results may enhance understanding of the cheesemaking process. Usually, all cheese made from one vat of milk is weighed before brining, and again later. If this is always performed in much the same way it may be a valuable help, since it gives a first indication of cheese composition when milk composition and conversion factors of the main components are known. Standardisation
Under practical cheesemaking conditions, establishing the correct fat content of the milk causes specific problems. Firstly, the cheese mass is always inhomogeneous, causing difficulties in determining its real FDM. For this reason, borer samples may give considerable bias and therefore the whole loaf, a sector from it, or a quarter from a square-shaped cheese, is ground.
Gouda and Related Cheeses
was reduced by regular rubbing of the cheese rind with a dry cloth and unboiled linseed oil. After hardening, the coat formed also reduced water evaporation from the cheese rind, thus permitting it to remain relatively supple and springy. This practice was abandoned after the introduction of special plastic dispersions, which offer superior protection and permit the production of cheese with a weaker rind. This is one of the improvements that allowed mechanisation and a marked speeding up of cheesemaking. These plastic dispersions form, on drying, a coherent plastic film of hydrophilic nature that offers a protective coating against mechanical damage. When compared with oil treatment, it reduces the evaporation of water by ---50%. After the first week, water evaporation slows down steadily because diffusion inside the cheese is the limiting factor, while the relative humidity of the air is constant (Bouman, 1977). The film mechanically hinders mould growth, but it may also contain fungicides, e.g., natamycin (pimaricin), an antibiotic produced by Streptomyces natalensis, which is active only against moulds and yeasts, or calcium or sodium sorbate. In many countries, like The Netherlands, only natamycin is allowed while in some other countries only sorbates are permitted. Compared to sorbates, natamycin has the advantages that its migration into the cheese is generally limited to the outer 1 mm of the rind, it inhibits most of the microorganisms found on the surface of the cheese and it does not adversely affect the appearance, taste and flavour of the cheese (de Ruig and van den Berg, 1985). Moreover, natamycin is much more effective than sorbates; for comparable protection from mould growth, the amount of sorbate needed is about 200 times that of natamycin. Recently, growth of Penicillium discolor, which appeared to be less sensitive to natamycin, caused some trouble with Gouda cheese but adequate hygiene measures can prevent this when using this fungicide (van Rijn et al., 1997). With respect to public health, an acceptable daily intake of 0.3 mg natamycin~g body weight has been established. The EU cheese regulations limit the quantity to 1 mg/dm 2 of cheese surface when the cheese is sold. Recently, alternatives for plastic coatings, based on milk proteins, have been introduced. Generally, the cheese is cured at 12-15 ~ and 85-88% RH. The conditions must allow the coating to dry rather quickly, otherwise undesirable micro-organisms like yeasts, and successively coryneform bacteria or moulds, may develop and cause off-flavours and a sticky and dirty surface. However, if the coating layer dries too quickly, cracks may form in the plastic film, allowing mould growth in the cheese rind because natamycin penetrates into the cheese only to a very limited extent. Some residual moisture is necessary to keep this film sufficiently flexible. Particularly at the beginning of ripen-
115
ing, the cheese inevitably expels a little moisture, causing a high humidity between the loaf and the shelf, which favours bacterial growth. To prevent this and to allow the cheese to retain a good shape, loaves are turned frequently during this period. Upon prolonged ripening, this frequency is reduced. Other measures to maintain shape are sufficient evaporation of moisture to replace, to some extent, the 'framework' created during salting that wanes by salt diffusing to the core, and to maintain not too high a temperature. In this respect, 17 ~ is a practical hurdle. Above this temperature, most milk fat is liquid and the cheese exudes fat ('sweating'), while the consistency of the cheese may become greasy. If a higher temperature is desired to accelerate ripening, then a paper banderole is sometimes used around the cheese. A higher temperature increases the risk of 'late blowing' and more attention to the cheese surface is required to keep it clean. After brining, the cheeses are often dried slightly at room temperature, firstly removing the excess of brine. It is preferable to do this by means of a suction mouth just above the surface of the cheese. At this stage, the rind is under stress because of the brining process, and forced drying by heated air must be avoided. Cheese, just after removal from the brine and after application of the first coating, exudes extra moisture that will remain between the cheese and the shelf. The cheese will stick to the shelf, which hampers the following treatments of the cheese and destroys the plastic coating. (Even by pressing a finger on such quickly dried cheese, some moisture will appear immediately.) When the cheese is free of visible liquid, the first coating layer is applied on the top and most of the sides. Then, the cheese is conveyed in the same position to the store and automatically fed on to shelves to dry quietly for 1 or 2 days. The plastic coating is applied two or three times during the first 2 weeks and, during longer curing, repeated with gradually diminishing frequency. Care is taken that the cheese surface is sufficiently dry before each treatment. The cheese is turned and a coating machine with turning flexible flaps spreads the plastic dispersion evenly over the cheese. This treatment is combined with cleaning the upper surface of the shelf, and the cheeses are positioned on their dry and still clean other side. The drying of the cheese surface (and the shelves) is controlled by the climatic conditions of the curing room and, consequently, the decrease of the water content of the cheese or its weight loss. Treatments in curing rooms also have been highly mechanised: transport, coating and turning of cheese, cleaning of shelves, etc. Much progress has been made in controlling the temperature, relative humidity and velocity of air, in order to approximate the ideal situation in which each loaf is stored under
118
Gouda and Related Cheeses
composition and conversion of various components can be affected in various ways, determining yield. Milk protein content and composition are of primary importance because the conversion of many other SnF components is more or less related to para-casein. There are different factors that may affect protein composition, in particular para-casein content of the milk (Walstra, 2000). Natural variations in milk composition and processing affect the amount of protein converted to cheese but there is also the risk of premature proteolysis resulting in the loss of peptides in the whey. In practice, modern infrared techniques are used successfully for milk analysis in the cheese plant. Season. Under Dutch conditions, yield is relatively high in autumn and low in spring, the discrepancy amounting to over 10%. This is due to the variation of the protein content, more precisely the para-casein content, because the ratio of casein/total (or true) protein is also not constant. The variation in non-protein-nitrogen (NPN) content greatly contributes to this phenomenon. The different types of milk protein and their analysis, para-casein in particular, in relation to cheesemaking, are discussed by van den Berg et al. (1996a). However, other SnF components that are converted into cheese (calcium, phosphate, citrate) also do not have a constant level in milk; even their ratio to casein is variable. Genetic variants of milk proteins. These may affect cheese yield (vnn don Rpro et al 1QQ')"Jnl~nh nncl Pl,hnn 1995). The presence of the B variant of [3-1actoglobulin correlates with a higher ratio of casein to total protein (TP) than the A variant. The B variant of K-casein is correlated with a higher (K-)casein content and better coagulation properties than the A variant. This results in a somewhat better protein recovery in spite of the loss of more caseinomacropeptide. Bulk milk does not have the ideal composition as regards these genetic variants, but improvement will cost much time and much logistic effort.
Mastitis. Severe mastitis leads to the production of milk with a reduced casein content and a reduced casein/total N ratio (Barbano, 2000). Actually, since large quantities of bulk milk are used, real problems are seldom encountered but control of somatic cell count (SCC) is still important with respect to cheese yield. Cold storage of the milk. The indigeneous milk enzyme, plasmin, is continuously active, even at low storage temperature. It slowly decomposes [3-casein into y-caseins and proteose-peptones (PP) and also Ots2-casein is hydrolysed; some of the PPs are lost into the whey. van den Berg et al. (1998) found in good quality milk (low SCC) during 3 days storage at 4 ~ an increase of TP in whey by 0.018%. This increase
holds for raw as well as for thermised milk and the rate of proteolysis is constant with time. Such loss may increase when SCCs or the psychrotrophic counts are considerably increased. Pasteurisation of the milk. Increased intensity of pasteurisation will increase yield (see 'Pasteurisation').
Rennet type. Proteolysis, other than the hydrolysis of K-casein, during cheesemaking will reduce yield, but the loss is usually negligible, unless some older types of microbial rennets are used. Starter. A change in the amount of starter added introduces several other changes. Firstly, the incorporation into the curd of denatured serum proteins will increase with the quantity of starter. Banks and Muir (1985) reported such an effect for Cheddar cheese and such could be confirmed by the authors with Gouda cheese. The casein from the acid starter liquid behaves during renneting like normal milk casein but a very small amount of casein is decomposed during propagation of the starter bacteria. This amount is, however, practically negligible in comparison with the amount of denatured whey proteins. So, the higher yield is caused by the increased the retention of serum proteins from the starter, since it is prepared from severely-heated milk. Secondly, when more starter is used to increase the acidification it inevitably requires, in Gouda-type cheese manufacture, more curd wash water (see 'Control of pH and water control'), which increasingly dilutes the whey and hence reduces the yield. The net result of both factors may be almost nil. Increasing the rate of acidification, by more active starter in particular, reduces the pH of milk and curd, dissolving more calcium and inorganic phosphate. Probably, the subsequent loss in y is small, say 30 g for 10 kg cheese produced if the pH at the separation of curds from whey is as low as 6.25 instead of 6.5. Moreover, somewhat more PP will leave the micelles at a lower pH and will be lost in the whey. A lower yield (a higher protein content in the whey) might be expected but the findings of van den Berg and de Vries (1975) do not point to such an effect in normal cheesemaking. At an extremely high acidification rate, a slight increase in the protein content of the whey during pressing was observed. Bactofugation. The severe heat treatment of the sludge that is added back to the milk (see 'Bactofugation') means an increase in yield because of the denatured whey proteins. Practically all whey proteins are denatured, just as is the case with the starter milk. For the amounts used in practice, it does not harm cheese quality. By increasing the pasteurisation temperature of the cheese milk by only 4-8 ~ a similar increase in yield may be obtained. However, in that case the more
Gouda and Related Cheeses
heat-sensitive whey proteins are primarily involved and, as mentioned in 'Pasteurisation', they may even cause deterioration of cheese flavour (van den Berg et al., 1996b). CaCl2. Addition of CaC12 to the milk causes some increase of colloidal calcium phosphate in the micelles (Walstra and Jenness, 1984). When 1 mmolA CaC12 is added to enhance the clotting, it will presumably increase cheese yield by - 3 0 g/100 kg of milk. Inclusion of native whey proteins. An appreciable increase in cheese yield may be obtained by accumulation of serum proteins in the curd when ultrafihration and renneting of the milk is followed by no, or very short, curdmaking and quick pressing (Buijsse, 1999). However, this technique is hardly practised in Gouda cheesemaking. In standard Gouda cheese, no more than approximately 1% of the protein in the cheese consists of native whey proteins (de Koning et al., 1981). In view of the results of van Boekel and Walstra (1989), on steric exclusion of serum proteins with respect to (para)-casein micelles, it is likely that Goudatype (and many other types of) cheese produced in the usual manner (no ultrafihration) contains insignificant quantities of native serum proteins. Curd washing. The dilution of whey with water at scalding affects y. Increasing the quantity of added water, e.g., from 30 to 40% (expressed per mass of curd and whey after the first whey has been sucked off) reduces cheese yield by approximately 0.5%. The effect is illustrated in Fig. 6. In the calculation of cheese yield, the efficiency of reducing the concentration in the curd particles by the washing was taken to be 90% for lactose and other low molecular weight substances, and 50% for the serum proteins. Lolkema (1991) found a similar relation between wash water and cheese yield at a higher yield level. Salting. Absorption of NaC1 obviously causes a gain in weight of the cheese. Against this profit there is usually a greater loss of moisture (see 'Brining'), and hence a net loss of weight. This moisture also contains dissolved components from the cheese. The quantity of salt absorbed varies, e.g., from 1 to 3%, and the net weight loss may vary from, say, 0.02-0.06 kg/kg cheese produced. The loss of solids-not-sah ranges from 1 to 3 g/kg; this may include losses caused by mechanical damage during salting (such as slight amounts of curd pressed between the cover and the mould). Mechanical losses. During curdmaking and handling there are risks of mechanical damage to the curd that causes losses of fat and fines, as discussed in 'Curd-
119
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10.3
1213
10.2
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=
=
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0 2'0 4'0 6'0 ' 80 Water added to curds + whey (kg/100 kg) Yield of Gouda cheese (12 day-old, 41% water) as a function of the quantity of 'curd wash' water used. Water content and pH of the cheese are assumed to remain constant (recalculated from Posthumus et aL, 1963; from Cheese: Chemistry, Physics and Microbiology, 2nd edn, Fox, P.E, ed., Volume 2, Chapter 2, Chapman & Hall, London, with kind permission from Kluwer Academic Publishers).
making'. Moreover, during cutting of the drained and fused curd mass to be moulded, pieces of curd may be lost, but with modern draining and moulding machines such losses are normally rather limited. Strictly speaking, yield refers to the ultimate product, excluding curd remnants, fines and any rind trimmings which have to be discarded; y includes the (dried) latex coating. Clearly, yield cannot be predicted very precisely, the cheesemaking process being too complex. Even the random variation in water content makes exact prediction difficult. To predict the yield of cheese from a given vat of standardised milk one obviously will proceed on its protein content. When taking into account a standard process and the usual conversion factors, the weight of the cheese before brining already gives an indication of the water content at an early stage. Calculations of the conversion of many milk components into the final cheese are given by van den Berg et al. (1996a), including various practical complications of analytical methods and methods to set up a moisture control system. Control of pH and water content
Very few quantitative data have been published on this subject. Process control has made considerable progress during recent decades because most variables have been identified and can be controlled (Straatsma and Heijnekamp, 1988). Besides the control of the curdmaking
120
Gouda and Related Cheeses
process, a very important factor is the degree of acidification of the curd and the freshly made cheese. The control of starter activity is a key factor and will be discussed separately in 'Starters: composition and handling'. However, certain m i n i m u m variations will still exist because of practical analytical uncertainties and imperfections. For example, the use of a continuous draining and moulding machine makes the demarcation of batches somewhat arbitrary. When weighing batches of cheese to get an idea of the expected water content of the final cheese, one will only decide about adjustment of process parameters after a number of batches have passed into the brine. It is not easy to adjust the water content and pH of cheese independently of each other. In 'Interrelations', interrelationships under varying conditions are considered. On the other hand, nowadays modelling of such a complex process is desired in order to be able to adjust the process immediately, but reliably. This has been done for Gouda cheesemaking and maturation by de Jong et al. (2002). In addition, the need to have an in-line measuring method for the moisture content of the individual cheeses before brining still exists and the recent approach of this problem by Frankhuizen et al. (2002) is interesting. Control of water content
The basic information with respect to this subject is outlined in 'The Syneresis of Rennet-coagulated Curd', Volume 1. In fact, we have to deal here with MNFS, rather than with the absolute water content of the cheese, which, within one cheese type, decreases fairly proportionally with increasing fat content. Besides FDM, MNFS is characteristic of the type of cheese and affects textural properties. As a matter of fact, numerous factors affect the water content, as discussed in 'Cheesemaking'. How they turn out under practical conditions was investigated by Straatsma and Heijnekamp (1988). The effects of some process parameters are illustrated in Fig. 7. Under normal manufacturing conditions, however, the number of process parameters available in practice that can actually adjust MNFS turns out to be restricted. Important are: (a) Cutting of the coagulum. The smaller the grains, the higher the syneresis rate, causing a lower water content. Cutting the coagulum very finely, however, seems to increase MNFS, and it causes a greater loss of fines and fat into the whey. An inhomogeneous cheese mass may result if the initial size of the grains differs widely. (b) Stirring of the curds-whey mixture. This concerns the intensity of stirring, which increases with the stirring rate and on any removal of part of the whey, the
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The effect of some variables in the treatment of milk and in curdmaking on the water content of unsalted Gouda-type cheese, 5.5 h after renneting, other conditions being equal; time means time after cutting. The water content under standard conditions was about 46% (from Straatsma and Heijnekamp, 1988; from Cheese: Chemistry, Physics and Microbiology, 2nd edn, Fox, P.F., ed., Volume 1, Chapter 5, Chapman & Hall, London, with kind permission from Kluwer Academic Publishers).
duration of stirring and (scalding) temperature which is, in practice, the first factor used to adjust water content. Extended stirring causes a lower ultimate water content. If the temperature of the curd mass is kept constant after separation of the whey, then the time of separation should affect the final water content only slightly. This indicates that in practical cheesemaking, lowering of the temperature after whey drainage rapidly restrains syneresis. (c) The above process steps also play a part in the acidification rate, since the temperature affects the activity of the starter bacteria, and since stirring can be stopped earlier at a higher syneresis rate, hence at a higher pH. Other variables occurring at renneting, pressing, shaping and salting have effects also but they are less suitable process parameters through which to adjust the water content from one batch to another. However, it is necessary for optimising the process that all effects of different steps, in particular when starting a new production line, are analysed. In this respect, it is important to study the variability of the water content within the cheese, between the cheeses of one batch, between batches and between production days. This gives insight into possible systematic deviations caused in different stages of the process, so that related process parameters can be found that must be adjusted (Straatsma et al., 1984). To these measures also belongs the cooling programme in the buffer tank to slow down further syneresis (see 'Draining and moulding'). This provides a means to control moisture content during
Gouda and Related Cheeses
final drainage of the curd and filling the successive moulds of the batch by inhibiting syneresis until closing the rind during pressing. This should be done in relation to batch time, and time between the mould filling and the start of pressing (see 'Pressing'). Differences in water content, size and shape of the cheese types made on the same line have to be considered also because of differences in moisture loss before brining (Geurts, 1978). In this way, the most profitable cheesemaking process, with low losses, a good yield and a good quality cheese of the right composition, can be found. If the process has been established in this way, then the cheesemaker will adjust the water content primarily with small variations in the scalding temperature. To give an idea of the increase in the dry matter content (DM) at different stages of a modern process for normal Gouda cheese, the following values may be mentioned: milk, 12.8%; end of curd preparation, 32%; at mould filling, 42%; after pressing, 53%; after brining, 57%. Control of the pH Here, we deal with the pH at one or a few days after making the cheese; after this, the pH gradually but slowly increases as a result of citrate fermentation, loss of CO2 and proteolysis. The course of pH and lactose content in the core of normal Gouda cheese is illustrated in Fig. 4. During brining, the pH of the outer rind zone will decrease further because of the low pH of the brine. During ripening under well-controlled conditions, the pH of the outer rind soon increases to a level slightly higher than in the core. Any (undesired) visible microbial growth on the surface will increase the rind pH considerably. The lactose in the rind after brining (see 'Brining') will disappear within a few weeks. The pH of the cheese results mainly from the amount of lactic acid, on the one hand, and that of the buffering compounds on the other. The acid is produced by the starter bacteria metabolising the available lactose. The main buffeting substance in curd and cheese is the calcium para-casein-calcium phosphate complex, of which calcium phosphate contributes to roughly one-third of the buffering capacity. Lactic acid itself is a buffer in cheese at low pH (pK = 3.9). The other salts in the curd moisture presumably play a minor part; after about 2 weeks, citrate to a large extent has been fermented by starter organisms (DL-type). During cheesemaking, acidification should be under control. If Gouda cheese is brined shortly after pressing, some lactose is usually left in the outer rind portion, but it disappears under normal ripening conditions within a few weeks. In the core of Gouda cheese, all lactose is metabolised within 12 h, mainly to lactic acid. If we presume that the water content of the MNFS is adjusted to its desired value, important compositional characteristics of the milk in relation to the final pH are:
121
(a) The lactose content of the milk serum (rather than the lactose to casein ratio in the milk). (b) The quantity (and composition) of calcium phosphate in the casein micelles; a changed buffering capacity of the curd is due predominantly to a different calcium phosphate concentration. As soon as the cheese milk has been collected and bulked, these variables (a and b) are fixed. To make the desired type of cheese from this milk, the important process parameters involved are: (a) Factors affecting the water content of the cheese. The higher the water content, the more lactose, or its equivalent as lactic acid, that is present in the cheese, and the lower the pH will be. In other words, from the moment the cheese loaf is formed, the ratio between incorporated lactose and buffering substances controls the pH. It has been observed that, other things being equal, increasing the water content of Gouda cheese by 1% decreases the pH by 0.1 unit. (b) The decrease in pH during curdmaking, and the ensuing loss of calcium and phosphate into the whey, may play a role too. These phenomena depend on the buffering capacity of the curd, on the amount of added calcium chloride (which reduces the pH slightly), and on the degree of acid production, which is, in turn, affected by the amount and type of starter added, the temperature, any pre-acidification, infection with bacteriophage and the presence of inhibitory c o m p o n e n t s - antibiotics and disinfectants, agglutinins (active in milk but not in curd and cheese) and the peroxidase-H202-thiocyanate system. These factors should be under control. Stronger acidification will reduce the pH by only - 0 . 2 units at moulding; this causes dissolution of little calcium phosphate and hence it would have only a minor effect on the final pH, but it may affect texture. On the other hand, a decrease in pH increases the syneresis rate, which affects the water content and hence the pH (via point (a)). If the water content is kept constant by other means, a small effect still remains, since now a slightly smaller quantity of the buffering calcium phosphate is incorporated into the curd, causing a lower final pH and a lower cheese yield (see 'Yield'). So a well-controlled process is necessary to maintain a constant buffering capacity in the cheese. (c) If this is under control, then the best process parameter to adjust the pH is washing. After the addition of water to the curds-whey mixture, lactose diffuses from the grains into the whey to equalise the lactose concentrations inside and outside the particles, although equilibrium is rarely reached. When the size distribution of the particles is normal and the contact time with the wash water is 25 min, the efficiency of reducing the lactose concentration in
122
Gouda and Related Cheeses
the curd is at least 90% (van den Berg and de Vries, 1974). More water causes a lower yield (see 'Yield'), as well as a less-valuable whey. Traditionally, curd washing is a one-stage process but recently it has been proposed to reduce the total a m o u n t of washing water by a two-stage process. After removal of the first whey, a small a m o u n t of water is added and --~20 min later some whey is removed, followed by the addition of another small a m o u n t of water. This might reduce water usage by 10-20%, while still giving the same washing effect (Verschueren et al., 2002). Figure 8 illustrates the quantities of water to be added under conditions related to normal Gouda cheese manufacture. The apparent lactose content in the fat-free dry matter represents the ratio between lac-
35
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tose and buffering substances (see point (a)). The adjective 'apparent' means the lactose still present plus the lactose already fermented into lactic acid before salting; these values are combined in order to be able to make calculations. Note that increasing the water content of the cheese before salting from 45 to 47% increases the amount of water to be added by 15%. A 0.2% higher lactose content of the milk necessitates 5% more added water. Interrelations
If a cheese with a high water content is desired, e.g., 47% after salting, and a normal pH of 5.15, then in addition to gentle cutting and stirring, much water at a relatively low temperature must be added. To obtain a normal content and a high pH, whey drainage and water addition may be repeated. If the water content is to be normal and the pH low (4.9-5.0), addition of water should be omitted. Then, scalding can preferably be achieved by means of hot water in the vat jacket, or by adding heated whey (which formerly was a common practice in Edam cheese manufacture). If an extremely low pH is desired, giving a typical short consistency, the milk may be preacidified. When making a very brittle type of Edam cheese, even the addition of lactose to the milk has been practised. To obtain a low water content and a normal pH, the coagulum should be cut rather finely and, after removal of part of the whey, it should be stirred vigorously at a rather high scalding temperature. Heating should, again, be indirect and slow to prevent the formation of curd particles with a 'skin'. It will be obvious that such a process approaches that for hard cheese and it explains why in Emmental and Parmesan cheesemaking, the curd is never washed. Normally, the water content of the cheese is considered but concerning the control of pH, MNFS is primarily involved. Sometimes, FDM may be changed (see 'Standarisation'), which means that MNFS is changed also. It has been calculated for Gouda cheese that increasing FDM by 2% at a constant water content requires an increase of washing water by 7%. Starters-composition and handling
42
44
46
Water in cheese (%) Amount of curd wash water to be used in relation to the lactose content of the milk (A) and the water content of the cheese before brining (B). Figures near the curves indicate (apparent) lactose (%) in the fat-free dry matter of the finished cheese (A) and lactose (%) in the milk (B). In A, the water content of the cheese is 46%; in B, the (apparent) lactose content in the fat-free dry cheese is 4.85% (from van den Berg and de Vries, 1976).
Industrial cheese starters are usually composed of acidforming lactococci, Lactococcus lactis subsp, lactis and Lc. lactis subsp, cremoris, possibly in combination with citrate-positive strains of Lc. lactis subsp, lactis and/or Leuconostoc spp. Cheese starters are categorised into O, L and D type of starters. The L refers to the presence of Leuconostoc spp. in the starter, the D to citrate-positive strains in the starter. DL-Starters contain both types of citrate-utilising organisms, while o-starters lack both
Gouda and Related Cheeses
types of organisms. Selection of the type of starter is strongly dependent on the suitable properties of the starter, such as flavour formation, phage resistance and eye formation. Detailed information on these organisms, for example on their taxonomy, physiology, biochemical characteristics, phages and phage resistance, and on the composition of starters and their propagation can be found in 'Starter Cultures: General Aspects', Volume 1. Specific information on Dutch starters for cheesemaking was published by Stadhouders (1974) and Stadhouders and Leenders (1984). Industrial cheese starters can be divided into two groups, undefined and defined starters. Artisanal starter cultures, derived from raw milk production practice, are traditional undefined mixtures of strains. These spontaneously developed starters are still used in traditional, small-scale factories, located in various parts of the world, e.g., in Southern Europe. Their composition is complex, relatively variable and often poorly defined. The artisanal starters are phage-carrying and partly phage-resistant. Therefore, these starters can be used in cheese farms/factories without any controlled protection against air-borne bacteriophages. They do not suffer complete failure of acid production when they become contaminated with disturbing phages, but the strain composition of the starter is greatly affected and the rate of acidification may vary considerably (Cogan, 1996; Limsowtin et al., 1996; M~yr~-Makinen and Bigret, 1998). Modern large-scale cheese factories require the use of starters with consistent activity. Acid production in cheese must proceed fairly quickly and at a constant rate, the latter being essential for the control of syneresis and the water content of the cheese. Therefore, mixedstrain starters, originally derived from artisanal production practice, are propagated under controlled conditions. This ensures a more uniform bacterial composition of starters and controls their rate of acidification when they are propagated under complete protection from phage. In The Netherlands, the mixed-strain starters currently used were selected originally from artisanal practice, according to their taste and flavour formation properties, rate of acidification, capability to induce eye formation and phage resistance. They are kept as inoculated milk in a frozen condition. Sub-culturing is minimised, which preserves their functional properties, population and phage resistance. These so-called mother starters serve for the production of concentrates for bulk starter preparation. The concentrates are distributed to the cheese factories in a frozen state (Stadhouders and keenders, 1984). The most common procedure for the manufacture of bulk starter is as follows. Bulk starter milk is pasteurised, e.g., for 30 min at 95 ~ or 1 rain at 110 ~
123
The intensity of the heat treatment is aimed at the destruction of thermo-resistant phages in the milk. Specially designed bulk starter equipment offers an effective barrier against air-borne phages. Generally, the room above the milk in these tanks is provided with an over-pressure of phage-free air made up by passing a (high efficiency particulate air) HEPA filter. Moreover, a special device is mounted on top, enabling decontamination of the outer side of boxes of starter concentrate with hypochlorite solution before the starter is introduced into the tank (Stadhouders et al., 1976; Lankveld, 1984). Additional precautions should be taken to avoid accumulation of disturbing phages in the factory, which especially could affect the rate of acidification of the curd in the vat. These measures include: the manufacture of bulk starters in separate rooms, use of closed equipment, cheese vats in particular, frequent cleaning and disinfection of all installations. Cheese whey is a specially dangerous source of phage contamination, and its processing equipment, the self-desludging separators in particular, is also separated from the cheesemaking room. Starters are propagated for 18-24 h at 20 ~ In almost all modern factories, the starter is automatically metered and added to the cheese vat. Starters may be kept for a limited time (e.g., 24 h) below 5 ~ without loss of activity. The activity of the bulk starter should be the same on successive days of manufacture. Activity is usually assessed by an IDF-standardised activity test (Stadhouders and Hassing, 1980) performed with a standard, pasteurised, reconstituted, high-quality skim-milk powder, and also with the pasteurised cheese milk, which ought to be skimmed. The activity of the starter in either of these milks should be constant. Any change in activity can be an indication of (i) a contamination of the starter with disturbing bacteriophages, (ii) a reduced activity of the starter (e.g., if it had been kept too long at a low temperature), (iii) the presence of antibiotics and/or disinfecting agents in the cheese milk or (iv) variations in the composition of the milk. To a certain extent, variations in activity may be corrected by adjusting the quantity of starter added to the cheese milk, or by adjusting other conditions during curdmaking, e.g., the scalding temperature. It must be remarked that results of the activity test and the acidification rate of cheese are not always precisely related because of different conditions in milk and fresh cheese, notably phage concentration, but this should be under control. According to practical standards for the Dutch cheese industry, the pH of cheese should be 5.8-5.9 after 4 h from the start of manufacture, and 5.4-5.5 after 5.5 h (Northolt and Stadhouders, 1985), as indicated in Fig. 4.
124
G o u d a and Related C h e e s e s
Nowadays, most commercial suppliers market undefined mixed-strain starters for direct vat inoculation (DVI) as well. This requires a much higher concentration of the micro-organisms in the deep-frozen concentrate to obtain similar acidification rates compared with bulk starters. The technology of DVI eliminates unnecessary sub-culturing within the factory and reduces many difficulties associated with it (Sandine, 1996). Defined-strain starters are blends of two or more strains. They are frequently used nowadays instead of the former undefined mixed-strain starters. Since the risk of phage attack is greater here than with the use of undefined mixed-strain cultures, cultures with different phage-sensitivity profiles are used in rotation. Definedstrain starters are less common for Gouda-type cheese than, for example, for Cheddar cheese production (Pearce, 1969; Heap and Lawrence, 1976; Limsowtin et al., 1977; Heap, 1998). However, the use of single strains as an adjunct starter in combination with a DVI (undefined or defined) starter is increasingly popular in semi-hard cheeses, such as Gouda-type. The single-strain adjunct starters are highly flexible in generating various cheese features, such as eye size and cheese flavour.
the cheese is unequal, primarily concerning salt and water, as shown in Fig. 9. The more concentrated the brine and/or the greater the weight loss by evaporation in the curing room, the higher the water content before brining should be to obtain an equal water content after 2 weeks when cheese composition is officially checked in The Netherlands. This results in a higher water content in the core after brining and this will affect consistency and ripening processes (de Vries, 1978). The water content in the core of the cheese during the first weeks of ripening has practically already been established during pressing. As far as salt has diffused during brining, the water content has decreased by pseudo-osmosis and this reduction will continue during ripening. At the surface of the cheese, the salt concentration in the cheese moisture (Sw) is similar to that of the brine, and the stronger the brine, the lower the water content is in the outer rind zone. This is a totally different condition compared to cheese made from dry-salted curd, like Cheddar cheese. Further, the calcium and the Salt concentration in the cheese moisture (Sw) (%)
Water content (W) (%)
18
Maturation is the result of numerous changes occurring in the cheese. The structure and composition and organompuc properties of cneese . . . alter . .greatly. Development of cheese properties is due particularly to the conversion of lactose, protein, fat and, in Gouda-type cheeses, of citric acid. Cheese technology and composition greatly affect cheese consistency and performance, both directly and indirectly, as discussed by Lawrence and Gilles (1986). 1
16
W
..
Cheese composition during ripening
During ripening, enzymes such as residual chymosin or other clotting enzymes, residual plasmin and proteolytic enzymes from the starter bacteria are still active (see 'Proteolysis in Cheese during Ripening', Volume 1). Environmental factors in the cheese, e.g., available water (aw), salt concentration, lactate concentration, pH and lack of oxygen, as well as curing room conditions, are important for their activity. The degree of lysis of the starter bacteria, liberating their enzymes, is also affected by these conditions. In this respect, the composition of the cheese and the method of producing it are key factors for ripening, as discussed by van den Berg and Exterkate (1993).
Composition after brining After brining, when ripening has started, the cheese contains all components but the composition within
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Distance from surface (cm) Gradients (idealised) of water content (W) and salt concentration in cheese moisture (Sw) in a zone of 6 cm below the rind of Gouda cheese, just after brining, for a normal process (4 days) and for a longer brining time (7 days) at a lower water content and weaker brine (dotted lines), according to van den Berg et aL (1975).
G o u d a and Related C h e e s e s
phosphate contents have also been established before brining, mainly by the acidification rate. Control of the pH has been discussed (see 'Control of the pH'). During normal Gouda cheesemaking, "-7% of the chymosin added to the cheese milk is retained in the curd (Zoon et al., 1994). It is mainly adsorbed by the protein and not inactivated during processing because the scalding temperature is mild, in contrast to the high cooking temperature in hard cheesemaking. The amount of residual active chymosin will be increased by (for a-d see Stadhouders and Hup, 1975): (a) (b) (c) (d)
using more of this coagulant; lower pH at curd drainage; probably by low scalding temperature; probably by increased moisture content of the cheese (at least enhances activity); (e) more intensive milk pasteurisation (van den Berg et al., 1996b).
Some plasmin is present in the fresh Gouda cheese but not as much as can be expected in hard cheese from high-cooked curd (Fox and Stepaniak, 1993). Another essential variable is the bacterial population in the fresh cheese as it greatly affects ripening and the possible development of defects (see 'Possible microbial defects'). This concerns starter bacteria and contaminating organisms, respectively. Concerning the latter, strictly enforced hygienic measures must be taken to prevent the growth of, e.g., mesophilic lactobacilli (Stadhouders et al., 1983c). The viable count of lactic starter bacteria (LAB) in the standard process is practically constant, at 1 • 109/g cheese (Stadhouders, 1974). This number has been reached after 3-4 generations at normal inoculation; the pH is then 5.7, which is the case shortly after pressing. This count will soon start to decrease due to cell death, usually followed by lysis during ripening.
Natural ripening During ripening, normal Gouda cheese loses water by evaporation. The decrease in the overall water content of the cheese during the first 10 days is ---1.5% but the rate decreases steadily with time. Within a year, the water content will have decreased by - 1 0 % . The air humidity is the driving factor to maintain a water gradient in the cheese, and water diffusion within the cheese is the limiting factor in weight loss, except during the first 10 days, when increasing air velocity also enhances evaporation (Bouman, 1977). Certainly during the first month, ripening in the core of the cheese is practically not hindered by the increasing salt concentration or the decreasing water content. This and the higher curing temperature of at least 12 ~ favours the ripening process in comparison with, for example,
125
Cheddar cheese. So Gouda cheese is ready for consumption at 4 weeks after manufacture, when it has a mild flavour. However, salt diffusion into the core continues during further curing and in the meantime the water content decreases. The water content in the rind zone of 0.5 cm decreases to <30% within 3 months. It has been found that proteolysis has practically stopped in that area, as shown in Fig. 10. This drying and lack of proteolysis gives the rind of a mature cheese its tough and hard consistency and a horny appearance. It is clear that the lack of proteolysis in the cheese rind reduces the values for N fractions, e.g., SN, pH 4.6-SN, PTA-SN (or AN) of the usual representative cheese samples. In the outer rind zone, another phenomenon is worth mentioning, although all its consequences are not well understood. Inside the cheese, the redox potential (Eh) is approximately-140 mV, caused by lactic acid fermentation, which means that the core of the cheese is anaerobic. This implies that in the rind zone a certain redox potential gradient must be present because outside the cheese, normal oxygen pressure exists. This explains why slowly growing microaerophilic moulds can grow under the plastic coating of cheese contaminated by long-time contact with contaminated shelves (Stadhouders and Labots, 1962). Slight lipolytic activity from moulds and yeasts on the TN(%) 50
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126
Gouda and Related Cheeses
surface has been found in the rind zone of cheese (Stadhouders and Mulder, 1959). It may be expected that their growth, although practically invisible, cannot be fully prevented and the rind zone will acquire a slightly higher fat acidity (see also 'Proteolysis and lipolysis'). Further investigations are desirable on whether more micro-organisms can grow under such conditions. Moreover, it would not be surprising if other chemical or enzymatic reactions in this zone produce relevant flavour compounds (see also 'Foil-ripening'). It will be obvious that because of the direct contact between the cheese and the shelf, adequate hygienic measures must also be part of the treatment scheme for the shelves, but transfer of off-flavours of, e.g., chlorophenolic compounds into the cheese must be avoided also. In this respect, glues with phenolic components used for the construction of the shelves are dangerous, because disinfection by hypochlorite will easily result in the formation of these compounds.
Foil-ripening Nowadays, a considerable amount of Gouda or Edam cheese is packed after brining in a plastic foil with very low permeability for water and gases to avoid weight loss, mould growth and all the effort needed to keep the naturally ripening cheese in the curing room (see 'Rind treatment and curing'). Such cheeses are made in a rectangular shape and piled in palletised cases to keep their shape. After ripening, they can easily be cut into consumer-size packages without losses. However, there are clear differences when foil-ripening cheese is compared with naturally ripened cheese (see 'Yield'):
(a) A constant average water content during curing. (b) Before brining, the water content is lower by 2-3%; otherwise the cheese will be too soft after the usual (rather short) ripening time. (c) The ripening temperature is lower, namely 5-6 ~ (d) There is no oxygen available at the surface of the cheese. (e) Brining time is longer because of the lower water content. (t3 The cheeses are brined immediately after pressing, which means that the lactose content in the outer rind zone is still higher during the first weeks. At the start of brining, the pH is still so high that the final growth of the starter bacteria might be hindered by cooling in the brine. (g) Diffusion of salt and water after brining is still slow due to the lower curing temperature, the lower water content and the weaker water gradient in the cheese, because no water evaporation occurs. (h) Eventually, the physical rind zone disappears and is gradually subjected to normal proteolysis.
The majority of foil-ripened cheese is ripened for a short period of 1 month. After a longer time, when the proteolytic ripening parameters like the soluble nitrogen (SN) and the amino acid nitrogen fraction of total nitrogen (AN) are comparable with those of naturally ripened cheese, flavour formation is, however, generally poorer and consistency is softer and tends to be sticky. The differences in consistency may be caused to a large extent by the water content, at that time being higher than that of naturally ripened cheese. The influence of the absence of oxygen at the surface of the cheese is not well understood and warrants further investigation. An advantage seems to be that the lowripening temperature prevents the cheese from 'lateblowing'. However, if, after ripening, the temperature is not controlled during transport and storage, this risk still exists. Fermentation of lactose and citric acid
The formation of lactic acid by the starter bacteria is paramount for the preservation of cheese. By their action they: (a) ferment lactose quickly and almost completely; consequently, the cheese soon lacks available carbohydrate. (b) produce lactic (and a little acetic) acid and reduce the pH of the cheese to 5.1-5.2. At the end of fermentation (after about 10 h), the lactic acid concentration in the cheese moisture is about 3%. Part (usually 4-7%) of the lactic acid is present in its undissociated (i.e., bacteriostatic) form, the more so if the pH is lower. (c) reduce the redox potential of the cheese to about - 1 4 0 to - 1 5 0 mV at approximately pH 5.2, as measured with a normal hydrogen electrode (kangeveld and Galesloot, 1971; Northolt and Stadhouders, 1985). All these changes aid in inhibiting the growth of undesired micro-organisms; salt uptake by the cheese, the presence of a protective cheese rind and the adequate treatment of this rind also contribute (see 'Rind treatment and curing'). Microbial defects should always be prevented (see 'Possible microbial defects'). Individual strains in a mixed-strain starter may differ greatly as to growth rate, the maximum number to which they grow in cheese and the rate at which they lose viability and subsequently lyse during cheese ripening. Cheese milk is commonly inoculated at a level of 5 X 106-107 starter bacteria/ml of milk. Mechanical inclusion in the curd leads to 5 • 107-108 cfu/g of curd, where the bacteria grow to, at most, --~109 cfu/g; this implies that starter bacteria generate (divide) only a few times in the fresh cheese. After growth, fermentation
Gouda and Related Cheeses
is far from complete (pH of cheese - 5 . 7 ) , and during further conversion of lactose, growth and fermentation are uncoupled. Fermentation of citric acid is of particular importance to eye formation in Dutch-type cheese. The D L and L-starters used in the manufacture of Dutch-type varieties ferment citric acid, but DL-starters do so more rapidly and produce more CO2; they are, therefore, used if more extensive eye formation is desired. The rate of decrease of the citric acid content in the young cheese may be used as an indication of the capability to induce eye formation (Northoh and Stadhouders, 1985); the rate of citric acid fermentation is, however, not the only factor involved in eye formation (see 'Texture'). Proteolysis and lipolysis
Proteolysis Protein breakdown in Gouda-type cheese is due mainly to the remaining action of coagulating enzymes, enzymes of starter bacteria and, to a much lesser extent, milk proteinases. Basic information about these proteolytic systems is given in 'Proteolysis in Cheese during Ripening', Volume 1. The separate and combined action of these systems in Gouda cheese has been studied intensively by making use of aseptic milking and cheesemaking techniques (Kleter and de Vries, 1974; Kleter, 1975, 1976, 1977; Visser and de Groot-Mostert, 1977; Visser, 1977a-d). Effectively, the action of calf rennet is determined predominantly by the amount remaining in the curd. Gouda-type cheese contains approximately 0.2 ml rennet (strength 150 IMCU)/kg of cheese (see 'Composition after brining'). The action of the coagulant enzymes, predominantly chymosin, is characterised by the rapid degradation of Otsl-casein at the onset of maturation, about 70-80% being hydrolysed within 2 months in standard cheese. [3-Casein is degraded far more slowly, about 40-50% remaining even after 6 months (van den Berg and de Koning, 1990). When using more calf rennet and a lower scalding temperature, the degradation of Otsl-casein is even more rapid (Visser, 1977d). Rapid breakdown of Otsl-casein is particularly favoured by the pH of the cheese being near to the optimum (about 5) for rennet action, and a still low NaC1 content in the cheese moisture of the core (see 'Composition after brining'). [3-Casein degradation is slowed down considerably, even at this low NaC1 content (Noomen, 1978b). Calf rennet appears to be responsible for the formation of most of the SN and the liberation of high and low molecular weight (MW) peptides, but only very low amounts of amino acids. After the primary proteolysis of the casein, the caseinderived peptides are hydrolysed to small peptides and
127
amino acids in the secondary proteolysis due to the action of the complex proteolytic system of the starter bacteria. The proteolytic system of dairy LAB has been studied extensively (Pritchard and Coolbear, 1993; Poolman et al., 1995; Christensen et al., 1999). The proteolytic system can be divided roughly into three main components with specific modes of action, as follows: (a) The first step in the degradation of the caseinderived peptides is catalysed by an extracellular proteinase, which is a member of the serine proteases of the subtilisin family. The proteinase is anchored to the cell membrane and is located extracellularly. The proteinase hydrolyses the casein-derived peptides to oligopeptides (Hugenhohz et al., 1984; Exterkate et al., 1993; Kok, 1993). (b) Subsequent degradation of the oligopeptides is catalysed by intracellularly localised peptidases. Therefore, peptide transport systems are crucial. Various transport systems with different specificities have been characterised. Amino acid transport systems, two ditripeptide carriers and an oligopeptide transport system have been characterised in dairy lactococcal cells (Kunji et al., 1995). All these transport systems are active, energy-driven processes. (c) The oligopeptides transported into the cells by the transport systems are subsequently hydrolysed by various peptidases into small peptides and amino acids. Approximately 13 different peptidases have been characterised with different specificities (Kok and de Vos, 1994). During cheese manufacture, the carbon source is depleted, which de-energises the microbial starter. Active transport of the oligopeptides into the cell is, for this reason, reduced. Starvation of the starter during cheese ripening and, subsequently, permeabilisation of the starter cells is essential for the ongoing amino acid production in cheese. Starters may vary greatly in their sensitivity to lysis (W.C. Meijer, E Kingma, A. van Boven and J. Hugenhohz, unpublished results). Bacterial lysis is of great importance for the final cheese flavour, since amino acids are the main substrate for the final cheese flavour (Wilkinson et al., 1994; Crow et al., 1995; Morgan et al., 1995). When acting alone in cheese, milk proteinases may hydrolyse Ors1-, o%2- and [3-caseins to some extent during prolonged ripening, due to which small amounts of low-MW peptides and amino acids are liberated (Visser, 1977c). The pH and the NaC1 content sof mature Gouda-type varieties are not very favourable for the activity of most enzymes; in particular, plasmin activity is reduced greatly (Noomen, 1978a). In normal cheeses, where all enzyme systems act together, no clear mutual stimulation or inhibition of
128
Gouda and Related Cheeses
the systems in the formation of soluble N components is observed. The action of rennet clearly stimulates the starter bacteria to produce amino acids and low-MW peptides, which is most likely due to the progressive degradation by starter peptidases of the higher-MW products of rennet action. Contents of soluble N compounds (Visser, 1977c) reflect the 'width' of ripening. The 'depth' of ripening is defined as the ratio between the amount of degradation products of low MW, e.g., amino acids or peptides with MW <1400, and the total amount of soluble breakdown products. In that sense, the 'width' of ripening of Gouda-type cheese is predominantly determined by rennet action, and the 'depth' by the action of starter bacteria. Serum proteins seem to be hardly degraded in cheese; an exemption might be made for denatured, heat-sensitive whey proteins (see 'Pasteurisation'). Many selections of starter bacteria have been made on the basis of proteolytic activity and/or lysis sensitivity. Use of these bacterial starters has demonstrated the huge impact of these parameters on flavour intensity and flavour diversification. However, shortening the ripening time of Gouda cheese with organoleptic characteristics exactly corresponding to those of the normal cheese is still a challenge. The application of specific, highly proteolytic, thermophilic starter bacteria has resulted in cheese which ripens more quickly and
scarcely noticeable (Kleter, 1976, 1977). One may question to what extent variations in the earlier results were caused by differences in susceptibility of the milk to lipolysis, e.g., due to mechanical damage of the fat globules. Under well-controlled conditions during the making and the curing of cheese made from pasteurised milk, lipolysis in cheese will result predominantly from the action of starter bacteria, residual milk lipase and, possibly, heat-stable lipases of psychrotrophic organisms. Such conditions, in particular, imply a good bacteriological quality of the milk prior to thermisation or pasteurisation (especially, psychrotrophs should be virtually absent), and the absence of visible microbial growth on the cheese surface during maturation. Enzymes of the starter bacteria have very low activity on triglycerides, but are able to produce free fatty acids (FFAs) from mono- and di-glycerides formed by milk lipase and/or other microbial lipases (Stadhouders and Veringa, 1973). The latter might originate from NSLAB. The activity of milk lipase is reduced by NaC1 in the cheese. The action of milk lipase is also affected by the pH of cheese. Although this action has been found to decrease markedly with decreasing pH when assayed on substrates greatly different from cheese, the acidity of cheese fat has been reported to increase faster in cheese of low pH (Raadsveld and Mulder, 1949a). The explanation is unclear, though it should be noted that at a lower pH a
An example of this is the Proosdij-type cheese, which has been successfully introduced in The Netherlands under various brand names such as Parrano | In addition to mesophilic starter bacteria, a mixture of thermophilic lactobacilli and streptococci is used in its production, which otherwise follows the normal process for Gouda cheesemaking (van den Berg and Exterkate, 1993). These kind of adjunct starters are also used for low-fat cheeses (see 'Origin and characteristics').
will be in the fat phase (Veringa et al., 1976). Lipase activity in cheese increases markedly with temperature (Raadsveld and Mulder, 1949b). In cheese made from milk containing high numbers of psychrotrophic bacteria (or their heat-stable lipases), lipolysis may be increased to undesirable levels. Also, growth of organisms on the cheese surface, e.g., moulds, coryneform bacteria and yeasts, may contribute to increased acidity of the fat. Growth of such organisms, however, is usually minimised but cannot be fully prevented; consequently, the rind portion of the cheese generally acquires a somewhat higher fat acidity. Homogenisation of the cheese milk greatly enhances lipolysis in cheese, but is seldom practised. The FFA of cheese milk normally amounts to, say, "-~0.5 mmol/100 g of isolated fat. In a 6-week-old Gouda cheese made from HTST-pasteurised milk, this value averages about 1.3 mmol, which increases to about 1.6 after 6 months and to about 1.8 after 1 year. Cheese made from raw milk usually shows a higher FFA level.
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Lipolysis In Gouda-type varieties, some lipolysis usually occurs and is even desirable, but it should be limited, otherwise the cheese has a soapy flavour. Factors that affect lipolysis have been studied intensively by Stadhouders and Mulder (1960) and Stadhouders and Veringa (1973). Cheese made from raw milk shows the distinct action of milk lipase; if made from aseptically drawn milk containing a negligible number of lipolytic bacteria, fat acidity increases gradually (Stadhouders and Mulder, 1957). The HTST-treatment of milk, e.g., 15 s at 72 ~ largely, but not completely, inactivates milk lipase. Cheese made from aseptically drawn, low-temperature pasteurised milk still shows an increase in fat acidity during maturation, although this increase is slight or even
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During the last decade, it became clear that flavour development in cheese results from a series of
Gouda and Related Cheeses
(bio)chemical processes for which the starter cultures provide the enzymes. The balance between proteolysis and peptidolysis is very important in order to prevent a bitter off-flavour and also results in the release of FAAs. In particular, the enzymes which catabolise these FAAs play a major role. Various enzymatic and chemical reactions have been identified in the conversion of amino acids to volatile flavour compounds, and a good balance between all the flavour components is essential for the desired sensory quality of Gouda or related cheeses. Apart from flavour components derived from the caseins, in Gouda-type cheeses some flavour components derived from carbohydrate metabolism should also be mentioned. The main conversion of lactose obviously leads to the formation of lactate by LAB, which affects the flavour, giving a mild fresh acid taste. However, a fraction of the intermediate pyruvate can alternatively be converted to various flavour compounds such as small amounts of diacetyl, acetoin, acetaldehyde or acetic acid, some of which contribute to typical yoghurt flavours. Moreover, citrate serves as the main source for diacetyl due to the presence of citrate-fermenting strains in the starters used for Gouda preparation. In young cheese, citrate-fermenting strains in the starters used for Gouda cheese manufacture. In young cheese, diacetyl flavour can be easily distinguished but after 3 months this flavour has disappeared to a great extent because diacetyl is converted to acetoin during further ripening. Nevertheless, the conversion of caseins is undoubtedly the most important biochemical pathway for flavour formation in Gouda and related cheeses (van Kranenburg et al., 2002). Degradation of caseins by the activities of rennet enzymes and the cell-envelope proteinase and peptidases from LAB yields small peptides and FAAs. The balance between the formation of peptides and their subsequent degradation to FAAs is very important, since the accumulation of peptides might lead to a bitter off-flavour in cheese (Visser et al., 1983; Stadhouders et al., 1983b; Smit et al., 1996, 1998). Various bitter-tasting peptides have been identified in Gouda cheese and especially these peptides should be degraded rapidly in order to prevent bitterness (Visser etal., 1983; Stadhouders etal., 1983b; Smit etal., 1998). Specific cultures have been selected with good ability to degrade bitter-tasting peptides (Smit et al., 1998) and such cultures are nowadays used frequently in the preparation of various varieties of Gouda cheese. For specific flavour development, further conversion of amino acids is required to produce various alcohols, aldehydes, acids, esters and sulphur compounds involved in the flavour perception of Gouda cheese. Amino acids can be converted in many different ways by enzymes such as deaminases, decarboxylases, transamin-
129
ases (aminotransferases) and lyases. Transamination of amino acids results in the formation of ot-keto acids that can be converted to aldehydes by decarboxylation and, subsequently, to alcohols or carboxylic acids by dehydrogenation. Many of these components are odouractive and contribute to the overall flavour of the cheese (Fig. 11). Using biochemical and genetic tools, the various flavour-forming routes from amino acids and the enzymes involved have recently been identified, mostly in Lc. lactis (Ahing et al., 1995; Gao et al., 1997; Yvon et al., 1997, 1998, 2000; Engels et al., 2000; Smit et al., 2000; Yvon and Rijnen, 2001; van Kranenburg et al.,
2002). Aromatic amino acids, branched-chain amino acids and methionine are the most relevant substrates for flavour development in Gouda cheese. Volatile sulphur compounds derived from methionine, such as methanethiol, dimethyl sulphide and dimethyl trisulphide, are regarded as essential components in Gouda cheese varieties (Urbach, 1995). In fact, a Gouda cheeselike flavour can be generated by incubation of methionine with cell-free extracts of Lc. lactis (Engels and Visser, 1996). Conversion of methionine can occur via an aminotransferase-initiated pathway by branched-chain or aromatic aminotransferases, or via an or,y- elimination of methionine by the lyase activities of cystathionine [3lyase (CBL), cystathionine y-lyase (CGL) or methionine y-lyase (MGL) (Alting et al., 1995; Bruinenberg et al., 1997; Yvon et al., 1997; Gao and Steele, 1998; Rijnen et al., 1999; Engels et al., 2000; Fernandez et al., 2000, 2002; van Kranenburg et al., 2002). It has already been mentioned that various LAB strains differ in their amino acid-converting abilities and that these activities are in fact linked to the ability to synthesise amino acids. Ayad et al. (1999, 2000) focused on the ability of Lactococcus strains isolated from various natural sources, the so-called 'wild lactococci'. These strains originated from dairy and nondairy environments and had unique flavour-forming properties, when compared to commercially available starter strains. Using combinations of these strains makes it possible to develop tailor-made starter cultures for Gouda and related cheeses, a development with strong application possibilities. Texture Structure
Cheese consistency is discussed in 'Rheology and Texture of Cheese', Volume 1 of this book. For Gouda and Edam cheeses, a detailed study has been carried out by Luyten (1988). The main factors affecting the consistency in the core of these cheese varieties are moisture content, extent of proteolysis, pH, NaC1 and fat level,
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any inhomogeneity of these variables throughout the cheese mass and, of course, temperature. Levels of calcium and phosphate are fairly constant under normal cheesemaking conditions but they are somewhat lower than in Emmental and higher than in other cheese types (e.g., Cheddar and Camembert). The influence of most of these parameters in Gouda cheese has been discussed by Visser (1991). During natural ripening, several changes occur that may be important to texture: (a) Structure and composition become more uniform, particularly during the early stages, due to further fusion of curd grains and reduction of salt and pH gradients. The moisture gradient persists for a long time. (b) The cheese looses water by evaporation and ongoing syneresis, especially near the rind. (c) Maturation primarily implies breakdown of the para-caseinate network, OLs:-casein quickly, followed by [3-casein more slowly (remaining after 6 months, - 2 0 % and 40-50% respectively, as reported by Visser (1977b), van den Berg and de Koning (1990)); it also causes a slight increase in pH (formation of alkaline groups by proteolysis, degradation of lactic acid). (d) Gas is formed. The common result is that during maturation, the apparent elastic modulus of the cheese increases, the deformation at which fracture occurs decreases and the fracture stress at first decreases and subsequently increases again (Luyten, 1988; Zoon, 1993). This is shown in Fig. 12. During maturation, proteolysis dimin-
131
ishes the strain, and the stress increases mainly because of the lower water content and to a lesser extent by the increased salt concentration (salt/water). The modulus seems, for the same pH and NaC1 content, to depend on the water content in the fat-free matter only. The only rheological parameter that appears to correlate well with the degree of maturation of the cheese is the deformation at fracture, as was, for instance, found in a study of several, widely different cheeses ranging in age from 4 to 20 weeks (H. Oortwijn, unpublished results). The relative deformation (Hencky strain) at fracture is, say, 1.6 for unsyneresed curd, higher than 1 shortly after salting and about 0.5 after 3 months of maturation (Luyten, 1988). The complete fusion of the curd within few days, the still low salt concentration and the rapid start of casein degradation in the core soon give the cheese a smooth texture, while its 'longness' disappears gradually with ripening and tan 6 increases. These changing viscoelastic properties of curd and cheese are very important. During cheese formation, the curd deforms during pressing and fusion but, after a relatively short time, it remains deformed because casein bonds are broken and new ones are formed, within the curd particles as well as between caseins of neighbouring curd particles. After complete curd fusion, the cheese should still be able to flow slowly during the first month, which is a prerequisite for the creation of spherical holes. A cylindrical sample (obtained with a trier) of young Gouda cheese can be bent extensively before it breaks; during maturation of the cheese this flexibility is increasingly smaller. The rind zone of Gouda cheese shows a different development from the interior of the cheese. After
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132
Gouda and Related Cheeses
brining, this zone is white ('salted out'), short and brittle. Some weeks later, when the salt concentration declines below 7.5%, these properties have disappeared. In this zone, casein degradation is hindered by the high salt concentration and later even inhibited by the low moisture content. Then, the rind becomes gradually more tough and springy and is still distinguishable as a somewhat darker and translucent zone in the older cheese. This zone slowly increases in thickness; 3-4 mm after i year, depending on the degree of water evaporation (see also 'Natural ripening'). This is not the case with foil-ripening (see 'Foil-ripening') because no water evaporates. In the end, the high water content and proteolysis throughout the whole cheese give a soft and sticky consistent body without a rind zone.
In Gouda and related cheeses, the number, the size and the shape of holes are considered an important texture characteristic. Figure 13 shows a section of a typical Gouda cheese. Conditions allowing hole formation have been studied in some detail by Akkerman etal. (1989). Holes can be formed if gas pressure exceeds saturation and if sufficient nuclei are present. The gas is commonly N2 already present in the milk because this is saturated with air at 4 ~ when received at the cheese plant. During cheese manufacture, any 02 present is
tribute to the formation of the holes. The supersaturation needed for hole formation (by approximately 0.3 bar) can be achieved when the rate of CO2 production is relatively fast (which depends on temperature, type and number of bacteria and citrate content), its rate of diffusion (D = 3 • 10 -1~ m 2 s -1) out of the cheese is slow (mainly depending on loaf size and shape) and if the partial pressure of N2 is high (usually ---0.9 bar). Quantitative relations have been given by Akkerman et al. (1989). Nuclei are usually small air bubbles, either incorporated as such between the curd particles when the curd mass is 'worked' after draining off all whey, or already present in the milk and incorporated within the curd particles. The latter nuclei presumably exist as tiny air bubbles adhering to dirt particles and very small granules or partially coalesced fat globules; they can remain only if the milk is (almost) saturated with air. After normal pasteurisation of, usually, cold-stored milk, the time in the cheese vat before renneting allows sufficient deaeration by gentle stirring; otherwise, many pinholes will be formed in the cheese. Incomplete fusion of the curd, local inclusion of whey (curd lumps and disturbance of the curd b l o c k - see 'Curdmaking' and 'Draining and moulding') and inclusion of air at drainage may also serve as nuclei or may even disturb regular eye formation ('nesty' spots). Nucleation predominantly determines the number of holes, and their shape depends on cheese consistency, while
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next few weeks, CO2 is produced by starter organisms. This CO2, and possibly H2 produced by undesirable bacteria (see 'Possible microbial defects'), can also con-
Section through a normal Gouda cheese of 12 kg.
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production. If the latter is not too fast and the cheese consistency allows for viscous flow of the cheese body, eyes (i.e., spherical holes) develop. If the consistency is
Gouda and Related Cheeses
short, or, more precisely, if the fracture stress of the material at slow deformation is low, slits may develop because the cheese mass fractures in the vicinity of the holes. Such may be the case for a cheese of low pH, low calcium phosphate content and considerable proteolysis at the time of gas production, but quantitative relations cannot be given yet. The problem is that most variables causing the fracture stress to be low (implying easy slit formation) also cause the elongational viscosity of the cheese to be low (implying a low overpressure in the hole and thus less possibility of fracture; see Akkerman et al., 1989). Possible microbial defects
Butyric acid fermentation Butyric acid fermentation (BAF) is characterised by the catabolism of lactic acid principally to butyric acid, CO2 and H2: 2CH3CHOHCOOH --+ CH3CH2CH2COOH + 2CO2 + 2H2 Consequently, the growth of anaerobic, spore-forming, lactate-fermenting butyric acid bacteria (BAB), especially of Clostridium tyrobutyricum, may cause the 'late blowing' of cheese due to excessive production of CO2 and H2, and a very bad off-flavour. Grass silage, used as a feed in winter, but sometimes also as a part of the ration in summer, represents the main source of contamination of the milk with spores of BAB, especially when it is insufficiently preserved. Such silage contains large numbers of BAB spores, which survive passage through the digestive tract of the cow and are concentrated in dung. The degree of contamination of the milk with spores therefore strongly depends on hygienic conditions during milking (de Vries and Stadhouders, 1977), but even with modern methods of milking, slight contamination with faeces present on the udder cannot be prevented. This problem is more serious since the spores fully survive the HTST-treatment normally applied to cheese milk. The spores do not germinate in milk but in the cheese, where they can grow at > 7 ~ under anaerobic conditions with lactate as C-source. The redox potential will then be reduced from - - 1 3 0 mV to < - 2 0 0 mV, which may be used as an indicator for BAE Gouda cheese, as a brined cheese, is especially vulnerable to BAE the more so for larger cheese loaves. The normal eye formation is limited and too large holes are easily detected as a defect. Because of the serious nature of the defect, much research has been undertaken to find ways to reduce the number of spores in milk and to prevent their germination and growth in cheese. Factors studied include: bactofugation of the milk, addition to
133
the milk of nitrate, hydrogen peroxide or other oxidising substances, or lysozyme, the use of a nisin-producing starter, the salt content and pH of the cheese, cheese ripening temperature and amount of (undissociated) lactic acid (for relevant literature information, see van den Berg et al., 1980, 1988; Stadhouders et al., 1983c). The technique of microfihration is practically not used for Gouda cheese (see 'Bactofugation'). Nitrate may be used effectively to prevent BAF and has been used for this purpose for about 170 years. The mechanism of inhibition requires the presence of xanthine oxidase (EC 1.2.3.2), which reduces nitrate to nitrite (Galesloot, 1961). Nitrite is considered to delay the germination of spores for a certain period after brining (but the actual mechanism may well be more complicated, according to Stadhouders et al., 1983a). Later on, the inhibitory action is taken over by NaC1 when it has become evenly distributed throughout the cheese and if it is present at a sufficient concentration. If nitrite is the only factor involved in the initial inhibition, it must be very effective since it is present at only a very low concentration. The formation of nitrite was a reason to investigate the presence of nitrosamines in Gouda cheese. From the results of Goodhead et al. (1976), the existence of this danger appears to be not likely. Since xanthine oxidase is a milk enzyme, its inactivation by pasteurisation will increase between 72 and 82 ~ (see Fig. 2). In this way the effectiveness of nitrate declines. High numbers of coliform bacteria and some strains of mesophilic lactobacilli will degrade nitrate to nitrite during the first weeks, increasing the risk of BAE In cheese, nitrite is supposed to be degraded slowly eventually to NO and N2 that may diffuse outside the cheese. At a given curing temperature, usually about 14 ~ the combined effect of several factors determines whether growth of BAB is possible or not. Important factors promoting growth are a large number of spores in the cheese milk, a low content of undissociated lactic acid (hence usually a high pH), a low nitrate content in the cheese and a low level of NaC1 in the cheese moisture. The rate at which salt becomes homogeneously distributed throughout the cheese mass, its final concentration and the initial nitrate content of the cheese are, therefore, crucial. For example, a cheese with a high pH requires a higher than normal final salt concentration to inhibit growth. Since the pH of the cheese is increased by BAE growth conditions for the organism then become more favourable and consequently the rate of fermentation is accelerated. It is the experience of the authors that germination of the first spores may occur in cheese very soon. Therefore, the presence of nitrate on the first day is necessary and even a later start of brining by some
134
Gouda and Related Cheeses
hours will increase the incidence of BAE An L- or Otype starter makes the cheese somewhat less-sensitive to BAF in comparison with the use of the DL-type starter, probably because of the difference in production of acetate (Stadhouders, 1990). Low numbers of spores in the cheese milk, which also can be achieved by bactofugation, permit the amount of nitrate to be reduced considerably. If one wishes to produce cheese without nitrate addition, the critical number of spores in milk capable of causing the BAF is extremely low, ---5 spores/1 milk as found by van den Berg et al. (1988). To this end, effective double bactofugation of the milk is certainly necessary when making standard 12 kg Gouda cheese. Critical numbers of spores at different nitrate concentrations are also given in this study, e.g., ---250 spores/1 need 2.5 g nitrate/100 1 milk and ---10 000 spores/l need 15 g nitrate/100 1 milk. The latter number of spores may occur in the winter season. If then, only 2.5 g nitrate/100 1 milk may be used, single bactofugation with sludge sterilisation will be necessary under north-west European conditions. Lysozyme has often been proposed as an alternative to nitrate. Its use is somewhat more expensive than bactofugation for a similar protective effect. At the amount recommended (e.g., 500 IU/ml of cheese milk), it is usually less effective than nitrate, according to experience with Gouda cheese (Stadhouders et al., 1986). In comhinalion with qinale harlnfllg~fiem thiq amount may be used. Some spores are quite resistant to lysozyme, whereas others are readily inhibited or are even more sensitive to lysozyme than to nitrate (Lindblad, 1990). Nisin shows antimicrobial activity against a broad spectrum of Gram-positive bacteria, such as Bacillus, Clostridium, Listeria and Staphylococcus spp. Currently, it is used in a wide range of foods and beverages, such as processed cheeses. However, for normal cheese manufacturing it cannot be used because it is lost in the whey and inhibits many starter bacteria. Recently, defined nisin-producing starter cultures were selected and have begun to be marketed; these could be used to manufacture good-quality Gouda-type cheese. Starters which produce nisin in situ during cheese manufacture give a very strong protection against spores of Clostridium tyrobutyricum and Staphylococcus aureus bacteria (Meijer et al., 1998). Lactobacilli Growth of mesophilic normal or salt-tolerant lactobacilli may cause flavour and texture defects, especially in mature cheese. Even when initially present at small numbers, e.g., 10/ml of cheese milk, some strains of common lactobacilli (Lb. plantarum, Lb. casei, Lb. brevis) may grow slowly in cheese to more than
2 • 107/g in 4-6 weeks (Stadhouders et al., 1983c), causing gassy and putrid flavours and an excessively open texture. Probably, amino acids are used as a carbon source. The organisms are killed by adequate pasteurisation of milk, e.g., 15 s at 72 ~ In industrial practice, continuously working curd-drainage machines were often an important source of contamination but improved designs, minimising 'dead spots', make longer standing times possible. However, growth on surfaces of tanks should also be considered. Especially when the salting of cheese is carried out in brine of reduced strength, there is a risk of defects caused by salt-tolerant lactobacilli, some strains being able to survive even in the presence of >15% NaC1. Furthermore, they differ from normal lactobacilli by their continuing growth in cheese and their active amino acid metabolism, causing phenolic, putrid, mealy and H2S-like flavours in 4-6-month-old cheeses. Some strains also produce excessive quantities of CO2, causing the formation of holes, either eyes or cracks according to the consistency of the cheese (Stadhouders et al., 1974). More than 103 of these gas-forming lactobacilli per ml of brine is considered to be dangerous. The lactobacilli may enter the cheese by penetrating the rind during brining, this being facilitated if the cheese is insufficiently pressed and the rind not wellclosed (Hup et al., 1982). Of course, contamination of the cheese milk with these bacteria must be prevented. If ...... 1. k ~ ; . . (e.g., . . . . . . . . . j . . . . ~,. . . . . . . . . . . . . y acid (pH <4.6) and cold (13 ~ growth of the organisms usually does not occur and they die gradually. However, increased numbers in brine originate from their growth in deposits, which are often present on the walls of basins just above the brine level, on racks and other equipment, and so contaminate the brine. Growth conditions for the lactobacilli are more favourable in these deposits as a result of the action of salt-tolerant yeasts increasing the pH, a lower NaC1 concentration (due to absorption of water) and a somewhat higher temperature than that of the brine. Measures to keep the number of lactobacilli low in brine include good hygiene in the brining room with removal of deposits, and adjustment of the NaC1 content of the brine to at least 16% and of its pH to <4.5 (Stadhouders et al., 1985). Thermo-resistant streptococci These bacteria are normally present in raw milk. In particular, strains of Sc. thermophilus may be responsible for cheese of inferior quality. In contrast to the mesophilic streptococci, they can grow at 45 ~ and survive thermisation (e.g., 10 s at 66 ~ and, to some extent, pasteurisation (e.g., 15 s at 72 ~ of milk. During such heat treatments, after some time a few organisms may become attached to the walls of the
Gouda and Related Cheeses
regeneration section of the heat exchanger and may then start to multiply very rapidly (minimum generation time, 15 min); this may depend on their initial number in the milk. Continuous use of heat exchangers for too long a period without cleaning may cause heavy contamination of the cheese milk (about 106/ml). Cleaning of the thermiser and the pasteuriser within 8 h is normally necessary. As a result of their high number in curd and growth during the early stage of cheesemaking, their number may increase to more than 108/g of cheese. They render the flavour of cheese 'unclean' and 'yeasty'. Moreover, CO2 production by these bacteria may yield cheese with an excessively open texture after approximately 5 weeks, especially if a starter with high CO2-producing capacity is used for cheesemaking (Hup et al., 1979; Bouman et al., 1982). Propionic acid bacteria Very considerable growth of these organisms in cheese results in the development of a sweet taste and a very open texture, due to excessive gas formation. Propionic acid bacteria can convert lactate into propionic acid, acetic acid, CO2 and H20 according to:
3CH3CHOHCOOH --~ 2CH3CH2COOH + CH3COOH + CO2 + H20
Consequently, the pH of the cheese does not change significantly. Because the bacteria develop very slowly in cheese at the commonly applied ripening temperature and salt content, any serious defects occur only after prolonged ripening. Several conditions determine their growth in cheese. The pH is decisive, significant growth starting only from 5.1 and increasing at higher values. Increasing the concentration of NaC1 retards their growth. So higher salt concentrations near the rind of the cheese may be inhibitory. A higher storage temperature favours the growth of propionic acid bacteria. Nitrate hinders their growth. When conditions allow growth of these bacteria in cheese, the development of BAB (if present) may also be expected, provided that growth of the latter is not otherwise prevented. Propionic acid bacteria are killed by normal pasteurisation of milk, e.g., 15 s at 73 ~ Therefore, they are predominantly of interest in the manufacture of cheese made from raw milk, farm-made cheese in particular. However, in factories also making Maasdam cheese, cross-contamination must be prevented. Yeasts and coryneform bacteria Abundant growth of yeasts and coryneform bacteria (and in extreme cases of B. linens) on the cheese surface may lead to a somewhat slimy rind and various
135
discolourations or pink appearance. Growth of these organisms is favoured by insufficient acidification of the cheese, leading to a significant lactose content in the rind, salting of cheese in brine with a low NaC1 content and a high pH, inadequate drying of the cheese rind after brining (this is the main factor in practice) and the use of insufficiently cleaned shelves. Inadequate drying is the main factor in practice because when the other items are under control, it still may happen. Consequences for cheeses waxed after maturation have been discussed (see 'Rind treatment and curing'). Growth of moulds causes discolouration and may under extreme conditions pose a health hazard because of mycotoxin formation. To prevent their development, special attention must be paid to the treatment of the cheese rind, the drying of the cheese surface and the hygienic conditions in curing rooms (see 'Rind treatment and curing').
As this text is an adapted version of the chapter on Dutch-type varieties by Walstra, Noomen and Geurts in the previous edition, the authors are grateful for their kind permission.
Akkerman, J.C., Walstra, P. and van Dijk, HJ.M. (1989). Holes in Dutch cheese. 1. Conditions allowing eye formation. Neth. Milk Dairy J. 43,453-476. Akkerman, J.C., Fox, EH.J. and XNalstra, P. (1994). Drainage of curd; expression of single curd grains. Neth. Milk Dairy J. 48, 1-17. Akkerman, J.C., Buijsse, C.A.P., Schenk, J. and Walstra, R (1996). Drainage of curd; role of drainage equipment in relation to curd properties. Neth. Milk Dairy J. 50, 371-406. Ahing, A.C., Engels, WJ.M., van Schalkwijk, S. and Exterkate, EA. (1995). Purification and characterization of cystathionine [~-lyase from Lactococcus lactis subsp. cremoris B78 and its possible role in flavour development in cheese. Appl. Environ. Microbiol. 61, 4037-4042. Arentzen, A.GJ. (1972). Gerichte bemonstering bij de vochtbepaling in kaas (Special sampling for the determination of water content in cheese). Off. Orgaan FNZ 64, I003-1006. Ayad, E.H.E., Verheul, A., de Jong, C., Wouters, J.T.M. and Smit, G. (1999). Flavour forming abilities and amino acid requirements of Lactococcus lactis strains isolated from artisanal and non-dairy origin. Int. Dairy J. 9,725-735. Ayad, E.H.E., Verheul, A., Wouters, J.T.M. and Smit, G. (2000). Application of wild starter cultures for flavour development in pilot plant cheese making. Int. Dairy J. 10, 169-179.
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Gouda and Related Cheeses
Banks, J.M. and Muir, D.D. (1985). Incorporation of the protein from starter growth medium in curd during manufacture of Cheddar cheese. Milchwissenschaft 40, 209-212. Barbano, D.M. (2000). Influence of mastitis on cheese manufacture, in, Practical Guide for Control of Cheese Yield, S.I. 0001, International Dairy Federation, Brussels, pp. 19-27. Bouman, S. (1977). Condities in kaaspakhuizen (conditions in cheese stores). Zuivelzicht 69, 1130-1133. Bouman, S., Lund, D.B., Driessen, EM. and Schmidt, D.G. (1982). Growth of thermoresistant streptococci and deposition of milk constituents on plates of heat exchangers during long operating times. J. Food Prot. 45,806-812. Bruinenberg, P.G., De Roo, G. and Limsowtin, G.K.Y. (1997). Purification and characterization of cystathionine y-lyase from Lactococcus lactis subsp, cremoris SKll: possible role in flavour compound formation during cheese maturation. Appl. Environ. Microbiol. 63,561-566. Buijsse, C.A.P. (1999). Cheese from Ultrafiltered Milk; Whey Proteins and Chymosin Activity. Doctoral Thesis, Agricultural University, Wageningen. Christensen, J.E., Dudley, E.G., Pederson, J.A. and Steele, J.L. (1999). Peptidases and amino acid catabolism in lactic acid bacteria. Antonie van Leeuwenhoek 76, 217-246. Cogan, T.M. (1996). History and taxonomy of starter cultures, in, Dairy Starter Cultures, Cogan, T.M. and Accolas, J.-P. eds, VCH Publishers, Inc., New York. pp. 1-20. Crow, V.L., Martley, EG., Coolbear, T. and Roundhill, S.J. (1995). The influence of phage-assisted lysis of Lactococcus lactis subsp, lactis ML8 on Cheddar cheese ripening. Int. DairyJ. 5,451-472. de Jong, P. (1996). Modelling and Optimization of Thermal Processes in the Dairy Industry. Doctoral Thesis, University of Technology Delft, Montfoort, The Netherlands. de Jong, P., Verschueren, M., Vissers, M.M.M., Straatsma, J. and Smit, E. (2002). Hybrid modelling for development and optimisation of food production chains including costs and food quality. Proceedings of the 2nd International Conference on Simulation and Modelling in Food and BioIndustry, SCS Europe/University College, Cork, Blarney, Ireland. pp. 13-17. de Koning, P.J., de Boer, R., Both, P. and Nooy, REC. (1981). Comparison of proteolysis in a low-fat semi-hard type of cheese manufactured by standard and by uhrafihration techniques. Neth. Milk Dairy J. 35, 35-46. de Ruig, W.G. and van den Berg, G. (1985). Influence of the fungicides sorbate and natamycin in cheese coatings on the quality of the cheese. Neth. Milk Dairy J. 39, 165-172. de Vries, E. (1978). Relatie tussen het vochtgehalte en de kwaliteit van kaas (relation between water content and quality of cheese). Zuivelzicht 70,554-557. de Vries, E. and Staal, H.J. (1974). Aspekte des kontinuierlichen Formens van Ktisebruch mit dem durch NIZO entwickelten Bruchportionierungsautomat (aspects of continuous shaping of cheese curd in an automatic curd portioning system developed by NIZO). Milchwissenschaft 29,651-655. de Vries, Tj. and Stadhouders, J. (1977). Boterzuurbacterien in melk. Zuivelzicht 69, 196-199.
de Vries, E. and van Ginkel, W. (1984). Test of a curd-making tank, Type Ost IV, with a capacity of 10 000 litres, manufactured by Tebel B.V. NIZO-report R120, Ede, The Netherlands. Driessen, EM. (1983). Lipases and Proteinases in Milk. Occurrence, Heat Inactivation, and their Importance for Keeping Quality of Milk Products. Doctoral Thesis, Agricultural University, Wageningen. Engels, W.J.M. and Visser, S. (1996). Development of cheese flavour from peptides and amino acids by cell-free extracts of Lactococcus lactis subsp, cremoris B78 and its possible role in flavour development in cheese. Neth. Milk Dairy J. 50, 3-17. Engels, W.J.M., Alting, A.C., Arntz, M.M.T.G., Gruppen, J., Voragen, A.G.J., Smit, G. and Visser, S. (2000). Partial purification and characterization of two aminotransferases from Lactococcus lactis subsp, cremoris B78 involved in catabolism of methionine and branched-chain amino acids. Intern. Dairy J. 10,443-452. Exterkate, EA., Alting, A.C. and Bruinenberg, P.G. (1993). Diversity of cell envelope proteinase specificity among strains of Lactococcus lactis and its relationship to charge characteristics of the substrate-binding region. Appl. Environ. Microbiol. 59, 3640-3647. Fern~indez, M., Van Doesburg, W., Rutten, G.A., Marugg, J.D., Ahing, A.C., van Kranenburg, R. and Kuipers, O.P. (2000). Molecular and functional analyses of the metC gene of Lactococcus lactis, encoding cystathionine [~lyase. Appl. Environ. Microbiol. 66, 42-48. Fernandez, M., Kleerebezem, M., Kuipers, O.P., Siezen, R.J. and van Kranenburg, R. (2002). Regulation of the metCcysK operon involved in sulfur metabolism in Lactococcus lactis. J. Bacteriol. 184, 82-90. Fox, P.E and Stepaniak, L. (1993). Enzymes in cheese technology. Int. Dairy J. 3, 509-530. Frankhuizen, R., Bastiaans, J.A.H.P., van Arem, E.J.E and Cruijsen, J.M.M. (2002). Eyes on cheese. Meetsysteem voor sturing van kaasbereiding. Voedingsmiddelentechnologie 35(23), 14-16. Galesloot, T.E. (1961). Concerning the action of nitrate in preventing butyric acid fermentation in cheese. Neth. Milk Dairy J. 15,395-410. Gao, S. and Steele, J.L. (1998). Purification and characterization of oligomeric species of an aromatic amino acid aminotransferase from Lactococcus lactis subsp, lactis $3. J. Food Biochem. 22, 197-211. Gao, S., Oh, D.H., Broadbent, J.R., Johnson, M.E., Weimer, B.C. and Steele, J.L. (1997). Aromatic amino acid catabolism by lactococci. Lait 77,371-181. Geurts, T.J. (1978). Some factors which affect the moisture content of cheese before brining. Neth. Milk Dairy J. 32, 112-124. Geurts, T.J., Walstra, P. and Mulder, H. (1972). Brine composition and the prevention of the defect "soft rind" in cheese. Neth. Milk DairyJ. 26, 168-179. Geurts, T.J., Walstra, P. and Mulder, H. (1980). Transport of salt and water during salting of cheese. 2. Quantities of salt taken up and of moisture lost. Neth. Milk Dairy J. 34, 229-254.
Gouda and Related Cheeses
Goodhead, K., Gough, T.A., Webb, K.S., Stadhouders, J. and Elgersma, R.H.C. (1976). The use of nitrate in the manufacture of Gouda cheese. Lack of evidence of nitrosamine formation. Neth. Milk Dairy J. 30, 207-221. Heap, H.A. (1998). Optimising starter culture performance in NZ cheese plants. Aust. J. Dairy Technol. 53, 74-78. Heap, H.A. and Lawrence, R.C. (1976). The selection of starter strains cheesemaking. NZ J. Dairy Sci. Technol. 11, 16-20. Hugenholtz, J., Exterkate, EA. and Konings, W.N. (1984). The proteolytic systems of Streptococcus cremoris: an immunological analysis. Appl. Environ. Microbiol. 48, 1105-1110. Hup, G., Bangma, A., Stadhouders, J. and Bouman, S. (1979). Groei van thermoresistente streptokokken in kaasmelkpasteurs. 1. Enkele waarnemingen in kaasbedrijven (Growth of thermoresistant streptococci in cheesemilk pasteurizers. 1. Some observations in cheese factories. Zuivelzicht. 71, 1014-1016. Hup, G., Stadhouders, J., de Vries, E. and van den Berg, G. (1982). Lactobacillen in "slappe" pekel en de kwaliteit van kaas (Lactobacilli in "weak" cheese brine and the quality of cheese). Zuivelzicht 74, 270-273. IDF (1995). Milk Payment Systems for Ex-farm Milk. Bulletin 305, International Dairy Federation, Brussels. pp. 2-17. Jakob, E. and Puhan, Z. (1995). Implications of Genetic Polymorphism of Milk Proteins on Production and Processing of Milk. Bulletin 304, International Dairy Federation, Brussels. pp. 2-25. Kleter, G. (1975). Apparatus for making cheese under strict aseptic conditions. Neth. Milk Dairy J. 29,295-302. Kleter, G. (1976). The ripening of Gouda cheese made under strict aseptic conditions. 1. Cheese with no other bacterial enzymes than those from a starter Streptococcus. Neth. Milk Dairy J. 30, 254-270. Kleter, G. (1977). The ripening of Gouda cheese made under strictly aseptic conditions. 2. The comparison of the activity of different starters and the influence of certain Lactobacillus strains. Neth. Milk DairyJ. 31,177-187. Kleter, G. and de Vries, Tj. (1974). Aseptic milking of cows. Neth. Milk Dairy J. 28,212-219. Kok, J. (1993). Genetics of proteolytic enzymes of lactococci and their role in cheese flavour development. J. Dairy Sci. 76, 2056-2064. Kok, J. and de Vos, W.M. (1994). The proteolytic system of lactic acid bacteria, in, Genetics and Biotechnology of Lactic Acid Bacteria, Gasson, M.J. and de Vos, W.M. eds, Chapman & Hall Ltd., London. pp. 169-210. Kunji, E.R.S., Hagting, A., de Vries, C.J., Juillard, V., Haandrikman, A.J., Poolman, B. and Konings, W.N. (1995). Transport of [3-casein-derived peptides by the oligopeptide transport system is a crucial step in the proteolytic pathway of Lactococcus lactis. J. Biol. Chem. 270, 1569-1574. Langeveld, L.P.M. and Galesloot, T.E. (1971). Estimation of the oxidation-reduction potential as an aid in tracing the cause of excessive openness in cheese. Neth. Milk Dairy J. 25, 15-23. Lankveld, J.M.G. (1984). Hygienic processing- GMP in de zuivel. Voedingsmidellentechnologie 17(2), 33-36.
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Lawrence, R.C. and Gilles, J. (1986). Cheese composition and quality, in, Milk, the Vital Force: Proceedings of the XXII International Dairy Congress (The Hague), Vol. D, pp. 111-121. Limsowtin, G.K.Y., Heap, H.A. and Lawrence, R.C. (1977). A multiple starter concept for cheese making. NZ J. Dairy Sci. Technol. 12, 101-106. Limsowtin, G.K.Y., Powell, I.B. and Parente, E. (1996). Types of starters, in, Dairy Starter Cultures, Cogan, T.M. and Accolas, J.-p. eds, VCH Publishers, Inc., New York. pp. 101-129. Lindblad, O.T. (1990). Use of lysozyme for the prevention of butyric acid fermentation in Swedish round-eyed cheese. Brief Commun. Abstr. Posters, XXIII Int. Dairy Congr., Montreal, Canada. P. 483. Lolkema, H. (1991). Cheese yield used as an instrument for process c o n t r o l - Experience in Friesland, The Netherlands, in, Factors Affecting the Yield of Cheese, Special Issue No. 9301, International Dairy Federation, Brussels. pp. 156-197. Luyten, H. (1988). The Rheological and Fracture Properties of Gouda Cheese. Doctoral Thesis, Agricultural University, Wageningen. M~iyra-Makinen, A. and Bigret, M. (1998). Industrial use and production of lactic acid bacteria, in, Lactic Acid BacteriaMicrobiology and Functional Aspects, Salminen, S. and Wright, A. eds, Marcel Dekker, New York. pp. 73-102. Meijer, W.C., Verheul, A., Hugenholtz, J., Twigt, M. and Smit G. (1998). Prevention of spoilage and pathogenic microorganisms in raw milk cheeses, in, Proceedings of the Symposium on Quality and Microbiology of Traditional and Raw Milk Cheeses. p. 319. Morgan, S., Ross, R.P. and Hill, C. (1995). Bacteriolytic activity caused by the presence of a novel lactoccocal plasmid encoding lactococcins A, B and M. Appl. Environ. Microbiol. 61, 2995-3001. Mulder, H., de Graaf, J.J. and Walstra, P. (1966). Microscopical observations on the structure of curd and cheese. Proc. XII Int. Dairy Congr., Section D (Cheese), M~nchen. pp. 413-420. Noomen, A. (1978a). Activity of proteolytic enzymes in simulated soft cheeses (Meshanger type). 1. Activity of milk protease. Neth. Milk Dairy J. 32, 26-48. Noomen, A. (1978b). Activity of proteolytic enzymes in simulated soft cheeses (Meshanger type). 2. Activity of calf rennet. Neth. Milk Dairy J. 32, 49-68. Northolt, M.D. and Stadhouders, J. (1985). Microbiologische en biochemische normen voor de bereiding van Nederlandse kaassoorten (1 and 2). Zuivelzicht 77,324-327, 488-490. Payne, M.R. and Morison, K.R. (1999). A multi-component approach to salt and water diffusion in cheese. Int. Dairy J. 12,887-894. Pearce, L.E. (1969). Activity tests for cheese starter cultures. NZJ. Dairy Technol. 4, 246-247. Poolman, B., Kunji, E.R., Hagting, A., Juillard, V and Konings, W.N. (1995). The proteolytic pathway of Lactococcus lactis. J. Appl. Bact. Syrup. Suppl. 79, 65S-75S. Posthumus, G., Booy, C.J. and Klijn, C.J. (1963). Verband tussen eiwitgehalte van melk en kaasopbrengst. Off. Orgaan FNZ 55,986-990.
138
Gouda and Related Cheeses
Posthumus, G., Klijn, C.J. and Booy, CJ. (1967). Verband tussen eiwitgehalte van kaasmelk en opbrengst aan kaas en aan te houden vetgehalte in de kaasmelk. Off. Orgaan FNZ 59, 712-714, 740-742, 749, 769-772. Pritchard, G.G. and Coolbear, T. (1993). The physiology and biochemistry of proteolytic system in lactic acid bacteria. FEMS Microbiol. Rev. 12, 179-206. Raadsveld, C.W. and Mulder, H. (1949a). The influence of the temperature on the ripening of Edam cheese. Neth. Milk Dairy J. 3, 117-141. Raadsveld, C.W. and Mulder, H. (1949b). The influence of pH on the ripening of Edam cheese. Neth. Milk Dairy J. 3, 222-230. Rijnen, L., Bonneau, S. and Yvon, M. (1999). Genetic characterization of the major lactococcal aromatic aminotransferase and its involvement in conversion of amino acids to aroma compounds. Appl. Environ. Microbiol. 65, 4873-4880. Sandine, W.E. (1996). Commercial production of dairy starter cultures, in, Dairy Starter Cultures, Cogan, T.M. and Accolas, J.-P. eds, VCH Publishers, Inc., New York. pp. 191-204.. Simonart, P. and Debeer, G. (1953). Recherches en vue d'amr la qualitr microbiologique des laits par ultracentrifugation (Researches concerning improvement of the micribiological of milk by uhra-centrifugation). Neth. Milk DairyJ. 7, 117-128. Smit, G., Kruyswijk, Z., Weerkamp, A.H., de Jong, C. and Neeter, R. (1996). Screening for and control of debittering properties of cheese cultures, in, Flavour Science: Recent Developments, Taylor, A.J. and Mottram, D.S. eds, Royal Society of Chemistry, London. pp. 25-31. Smit, G., Kruyswijk, Z. and van Boven, A. (1998). Control of debittering activity of cheese starters. Aust. J. Dairy Technol. 53, 113 (1 page). Smit, G., Verheul, A., van Kranenburg, R., Ayad, E., Siezen, R. and Engels, W. (2000). Cheese flavour development by enzymatic conversions of peptides and amino acids. Food Res. Int. 33, 153-160. Stadhouders, J. (1974). Dairy starter cultures. Milchwissenschaft 29,329-337. Stadhouders, J. (1982). Cooling and thermization as a means of extending the keeping quality of raw milk. Kieler Milchwirtsch. Berichte 34, 19-28. Stadhouders, J. (1990). The Manufacturing Method for Cheese and the Sensitivity to Butyric Acid Fermentation. Bulletin 251, International Dairy Federation, Brussels. pp. 37-39. Stadhouders, J. and Hassing, E (1980). Description of a method for determining the activity of cheese starters, in, Starters in the Manufacture of Cheese. Bulletin 129, International Dairy Federation, Brussels. pp. 9-10. Stadhouders, J. and Hup, G. (1970). Complexity and specificity of euglobulin in relation to inhibition of bacteria and to cream rising. Neth. Milk Dairy J. 24, 79-95. Stadhouders, J. and Hup, G. (1975). Factors affecting bitter flavour in Gouda cheese. Neth. Milk Dairy J. 29, 335-353. Stadhouders, J. and Labots, H. (1962). Abnormale verkleuring van de kaaskorst bij gebruik van plastic bedekkingsmiddelen. I. Off. Orgaan FNZ 54, 35-37.
Stadhouders, J. and Leenders, G.J.M. (1984). Spontaneously developed mixed-strain cheese starters. Their behaviour towards phages and their use in the Dutch cheese industry. Neth. Milk DairyJ. 38, 157-181. Stadhouders, J. and Mulder, H. (1957). Fat hydrolysis and cheese flavour. I. The enzymes effecting the hydrolysis of fat in cheese. Neth. Milk Dairy J. 11,164-183. Stadhouders, J. and Mulder, H. (1959). Fat hydrolysis and cheese flavour. III. Surface organisms associated with fat hydrolysis in cheese. Neth. Milk Dairy J. 13, 291-299. Stadhouders, J. and Mulder, H. (1960). Fat hydrolysis and cheese flavour. IV. Fat hydrolysis in cheese from pasteurised milk. Neth. Milk Dairy J. 14, 141-148. Stadhouders, J. and Veringa, H.A. (1973). Fat hydrolysis by lactic acid bacteria in cheese. Neth. Milk Dairy J. 27, 77-91. Stadhouders, J., Hup, G. and Hassing, E (1974). Lactobacillen in "slappe" kaaspekel (Lactobacilli in brine of reduced strength). Off. Orgaan FNZ 49, 1170-1173. Stadhouders, J., Bangma, A. and Driessen, EM. (1976). Beheersing van de zuurvorming bij de kaasbereiding (2) Zuivelzicht 68, 180-184. Stadhouders, J., Hup, G. and Nieuwenhof, EEJ. (1983a). Silage and cheese quality. NIZO-mededeling M19A, Ede, The Netherlands. Stadhouders, J., Hup, G., Exterkate, EA. and Visser, S. (1983b). Bitter formation in cheese. 1. Mechanism of the formation of the bitter flavour defect in cheese. Neth. Milk DairyJ. 37, 157-167. Stadhouders, J., Kleter, G., Lammers, W.L. and Tuinte, J.H.M. (1983c). Groei van lactobacillen in Goudse kaas (growth of lactobacilli in Gouda cheese). Zuivelzicht 75, 1118-1121. Stadhouders, J., Leenders, G.J.M., Maessen-Damsma, G., de Vries, E. and Eilert, J.G. (1985). Vermindering van de besmetting van slappe pekel met zoutresistente lactobacillen door een betere hygiene in het pekellokaal (reduction in the contamination of weak brine with saltresistant lactobacilli by improving the hygienic conditions in the brining room). Zuivelzicht 77,892-894. Stadhouders, J., Stegink, H. and van den Berg, G. (1986). The use of lysozyme for the prevention of butyric acid fermentation in Gouda cheese. The limited effect of the enzyme. Meijeritieteellinen Aikakauskrja XLIV(1), 23-25. Straatsma, J. and Heijnekamp, A. (1988). Kwantitatieve invloed van diverse factoren op het kaasbereidingsproces (quantitative influence of several factors on the cheesemaking process). NIZO-mededeling M21, Ede, The Netherlands. Straatsma, J., de Vries, E., Heijnekamp, A. and Kloosterman, L. (1984). Beheersing van het vochtgehahe bij de kaasbereiding (control of the moisture content during cheese making). Zuivelzicht 76,956-959. ten Grotenhuis, E. (1999). Prediction of cutting time during cheese production. Eur. Dairy Mag., Feb., 40-41. Urbach, G. (1995). Contribution of lactic acid bacteria to flavour compound formation in dairy products. Int. Dairy J. 5,877-903. van Boekel, M.A.J.S. and Walstra, P. (1989). Steric exclusion of serum proteins with respect to (para)casein micelles. Neth. Milk Dairy J. 43,437-446.
Gouda and Related Cheeses
van den Bedem, J.W. and Leenheer, J. (1988). Heat treatment classification of low heat and extra low heat skimmilk powder by HPLC. Neth. Milk Dairy J. 43, 311-326. van den Berg, M.G. (1984). The Thermization of Milk. Bulletin 182, International Dairy Federation, Brussels. pp. 3-11. van den Berg, G. (2001). Semi-hard cheeses, in, Mechanisation and Automation in Dairy Technology, Tamime, A.Y. and Law, B.A. eds, Sheffield Academic Press Ltd., Sheffield. pp. 225-249. van den Berg, G. and de Koning, P.J. (1990). Gouda cheesemaking with purified calf chymosin and microbially produced chymosin. Neth. Milk Dairy J. 44, 189-205. van den Berg, G. and de Vries, E. (1974). Der Zusammenhang zwischen den Faktoren, die den pH van K~se beeinflussen (relation between factors influencing the pH of cheese). Milchwissenschaft 29,214-218. van den Berg, G. and de Vries, E. (1975). Whey composition during the course of cheese manufacture, as affected by the amount of starter and curd washing water. Neth. Milk DairyJ. 29, 181-197. van den Berg, G. and de Vries, E. (1976). Het gebruik van wrongelwaswater (the use of curd washing water). Zuivelzicht 68,878-879,924-926. van den Berg, G. and Exterkate, EA. (1993). Technological parameters involved in cheese ripening. Int. Dairy J. 3, 485-507. van den Berg, G., Stadhouders, J., Smale, E.J.W.L. and de Vries, E. (1975). Voor- en nadelen van "slappe" kaaspekel (merits and demerits of lower brine concentrations). Zuivelzicht 67, 984-988. van den Berg, G., Hup, G., Stadhouders, J. and de Vries, E. (1980). Application of the "Bactotherm" process (selfdesludging bactofuge, type MRPX 314 SGV, in combination with bactofugate sterilizer) in the manufacture of Gouda cheese. Technological effects on manufacture of Gouda cheese. NIZO-Report Rl12, Ede, The Netherlands. van den Berg, G., Daamen, C.B.G., de Vries, E., van Ginkel, W. and Stadhouders, J. (1988). Test of the bacteriaremoving separators, manufactured by Westfalia Separator AG, for the manufacture of Gouda cheese. NIZO-Report R127, Ede, The Netherlands. van den Berg, G., Escher, J.T.M., de Koning, P.J. and Bovenhuis, H. (1992). Genetic polymorphism of K-casein and [3-1actoglobulin in relation to milk composition and processing properties. Neth. Milk DairyJ. 46, 145-168. van den Berg, M.G., van den Berg, G. and van Boekel, M.J.S. (1996a). Mass transfer processes involved in Gouda cheese manufacture, in relation to casein and yield. Neth. Milk Dairy J. 50, 501-540. van den Berg, G., Neeter, R., Allersma, D. and de Jong, C. (1996b). Ripening of Cheese Made from Milk with Different Heat Treatments. Bulletin 317, International Dairy Federation, Brussels. p. 40. van den Berg, G., Boer, E and Allersma, D. (1998). Koel bewaren van melk van invloed op kaasopbrengst (consequences of coldstorage of milk for cheese yield). Voedingsmiddelentechnologie 31 (4), 101-104. van Kranenburg, R., Kleerebezem, M., Van Hylckama Vlieg, J.E.T., Ursing, B.M., Boekhorst, J., Smit, B.A., Ayad, E.H.E., Smit, G. and Siezen, R.J. (2002). Flavour forma-
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tion from amino acids: predictions from genome sequence analysis. Int. DairyJ. 12, 111-121. van Rijn, ET.J., Hoekstra, E.S., van der Horst, M.I., Samson, R.A. and Stark, J. (1997). Penicillium discolor in de Nederlandse kaasindustrie. Aanwezigheid leidt meestal niet tot problemen. Voedingsmiddelentechnologie 30(20), 19-23. van Schouwenburg-van Foeken, A.W.J., Stadhouders, J. and Witsenburg, W.W. (1979). The number of enterotoxigenic Staphylococcus aureus reached in Gouda cheese made under normal acidification conditions and the amount of enterotoxin produced. Neth. Milk Dairy J. 33, 49-59. Veringa, H.A., van den Berg, G. and Stadhouders, J. (1976). An alternative method for the production of cultured butter. Milchwissenschaft 31,658-662. Veringa, H.A., van den Berg, G. and Daamen, C.B.G. (1989). Factors affecting the growth of Aspergillus versicolor and the production of sterigmatocystin on cheese. Neth. Milk Dairy J. 43, 311-326. Verschueren, M., van den Hoven, G.A. and de Jong, P. (2002). Enhancement of curd washing efficiency: a twostage extraction process. Aust. J. Dairy Technol. 57, 144. Visser, EM.W. (1977a). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 1. Description of cheese and aseptic cheesemaking techniques. Neth. Milk Dairy J. 31,120-133. Visser, EM.W. (1977b). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 2. Development of bitterness and cheese flavour. Neth. Milk Dairy J. 31,188-209. Visser, EM.W. (1977c). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 4. Protein breakdown: a gel electrophoretical study. Neth. Milk Dairy J. 31, 247-264. Visser, EM.W. (1977d). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 5. Some observations on bitter extracts from aseptically made cheese. Neth. Milk DairyJ. 31,265-276. Visser, J. (1991). Factors affecting the rheological and fracture properties of hard and semi-hard cheese, in, Rheological and Fracture Properties of Cheese. Bulletin 268, International Dairy Federation, Brussels. pp. 49-61. Visser, EM.W. and de Groot-Mostert, A.E.A. (1977). Contribution of enzymes from rennet, starter bacteria and milk to proteolysis and flavour development in Gouda cheese. 3. Protein breakdown: analysis of the soluble nitrogen and amino acid nitrogen fractions. Neth. Milk Dairy J. 31, 210-239. Visser, S., Slangen, C.J., Hup, G. and Stadhouders, J. (1983). Bitter flavour in cheese. 3. Comparative gel-chromatographic analysis of hydrophobic peptide fractions from twelve Gouda-type cheeses and identification of bitter peptides isolated from a cheese made with Streptococcus cremoris HP. Neth. Milk DairyJ. 37, 181-192. Walstra, P. (2000). General principles, in, Practical Guide for Control of Cheese Yield, Special Issue 0001, International Dairy Federation, Brussels. pp. 6-13.
140
Gouda and Related Cheeses
Walstra, P. and Jenness, R. (1984). Dairy Chemistry and Physics, John Wiley, New York. Walstra, P., van Dijk, H.J.M. and Geurts, T.J. (1985). The syneresis of curd. 1. General considerations and literature review. Neth. Milk Dairy J. 39, 209-246. Wilbrink, A., Spoelstra, T. and Strampel, J. (1981). Scheurvorming in kaas bij gebruik van slappe kaaspekel. Zuivelzicht 73, 16-19. Wilkinson, M.G., Guinee, T.P., O'Callaghan, D.M. and Fox, P.E (1994). Autolysis and proteolysis in different strains of starter bacteria during cheese ripening. J. Dairy Res. 61,249-262. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. Dairy J. 11,185-201. Yvon, M., Thirouin, S., Rijnen, L., Fromentier, D. and Gripon, J.C. (1997). An aminotransferase from Lactococcus lactis initiates conversion of amino acids to cheese flavour compounds. Appl. Environ. Microbiol. 63,414-419. Yvon, M., Berthelot, S. and Gripon, J.C. (1998). Adding ot-ketoglutarate to semi-hard cheese curd highly enhances
the conversion of amino acids to aroma compounds. Int. Dairy J. 8, 889-898. Yvon, M., Chambellon, E., Bolotin, A. and Roudot-Algaron, E (2000). Characterization and role of the branchedchain aminotransferase (BcaT) isolated from Lactococcus lactis subsp, cremoris NCDO 763. Appl. Environ. Microbiol. 66,571-577. Zoon, P. (1993). Physical properties of cheese, in, Proceedings of the Cheese Research & Technology Conference, April 13-14, 1993, Center of Dairy Research, Madison, WI. pp. 55-61. Zoon, R, Straatsma, J. and Allersma, D. (1991). Indampen van kaaspekel en de gevolgen voor de kaaskwaliteit (Concentration of cheese brine by evaporation and its effect on cheese quality). Voedingsmiddelentechnologie 24(11), 13-16. Zoon, P., Ansems, C. and Faber, E.J. (1994). Measurement procedure for the concentration of active rennet in cheese. Neth. Milk DairyJ. 48, 141-150.
Cheeses with Propionic Acid Fermentation M.T. Fr6hlich-Wyder and H.P. Bachmann, Agroscope Liebefeld-Posieux, Swiss Federal Institute for Animal Production and Dairy Products, Switzerland
The propionic acid fermentation leads to characteristic eyes and nutty flavour and can either occur spontaneously or can be achieved by a culture of selected propionibacteria. A spontaneous fermentation leads to irregular eye formation, because strain diversity of the natural propionibacterial flora is great. The number and size of eyes vary markedly, and cracks or splits are quite common. Comte and Beaufort are typical examples of cheese varieties with a spontaneous propionic acid fermentation. The application of a culture of selected propionibacteria allows a more regular eye formation as a result of a propionic acid fermentation which is under control. Such cheese varieties are often called Swiss-type cheeses. The body and texture correspond to those of hard or semi-hard cheeses. They were manufactured originally in the Emmental (Emmen valley) in Switzerland. Emmental is probably the best-known Swiss-type cheese and is frequently referred to simply as 'Swiss cheese'. There is no internationally recognised definition of Swiss-type cheeses that differentiates them from other varieties. Swiss-type cheeses have round regular eyes which vary in size from medium to large. The characteristics of Swiss Emmental are: 9 9 9 9
cylindrical shape; firm dry rind; w e i g h t - 60-130 kg; 1000-2000 round eyes per loaf of diameter 1-4 cm, caused by propionic acid fermentation; 9 f l a v o u r - mild, slightly sweet, becoming more aromatic with increasing age; 9 cheese b o d y - ivory to light-yellow, slightly elastic.
Today, Emmental-type cheese (Fig. 1) is produced in many countries and a great variety of other Swisstype cheeses is also available on the market, including Jarlsberg, Maasdamer, Leerdamer and generally many other products denoted as Swiss cheese. Their body and texture correspond to those of hard and semi-hard cheeses. They are manufactured by methods differing
from traditional Swiss procedures. Thus, the treatment of milk, the extent of mechanisation, the starters used, the weight, shape, ripening time and shelf life are often different from the original. Descriptions and analytical values presented in this chapter focus on Swiss Emmental cheese but most of the information is applicable to other cheese varieties with a propionic acid fermentation.
Lactic acid fermentation
Especially in the production of hard Swiss cheese varieties, mainly thermophilic lactic acid bacteria are used as starters, often as mixed cultures of lactobacilli (Lactobacillus helveticus, Lb. delbrueckii subsp, lactis) and streptococci (Streptococcus salivarius subsp, thermophilus). They guarantee the homofermentative catabolism of lactose to >90% lactate. The streptococci produce only L-lactic acid, whereas Lb. delbrueckii subsp. lactis converts lactose entirely to D-lactate. Both isomers are produced by Lb. helveticus. Lactose is fully hydrolysed within 4-6 h after addition of the lactic starters, and the lactic acid fermentation is completed after 24 h. Galactose from lactose breakdown is not utilised by the streptococci, but is metabolised by the lactobacilli. To avoid undesired fermentations, no residual galactose should remain after the lactic fermentation. During cheese ripening, the proteinases and peptidases of lactobacilli play a major role in the breakdown of casein. Some decades ago, Lb. helveticus was a major component of starter cultures in the manufacture of Swiss Emmental. Due to its intensive peptidolytic activity, which promotes late fermentation, it has been replaced by Lb. delbrueckii subsp, lactis. Streptococci play a minor role in proteolysis. In areas where the cheese milk is collected twice daily, it is quite common to add a mesophilic culture of lactococci (Lactococcus lactis) to the evening milk to pre-ripen it. In the production of semi-hard cheeses with a propionic acid fermentation, mesophilic species are also used.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
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142
Cheeses with Propionic Acid Fermentation
Traditional Swiss Emmental cheese. (See Colour plate 16.)
Facultatively heterofermentative non-starter lactobacilli are purposely used in the Swiss artisanal cheese industry to slow down the propionic acid fermentation. They ferment hexoses almost exclusively to lactic acid. This group of micro-organisms contains, among others, Lb. casei and Lb. rhamnosus which are indigenous to raw milk. During cheese ripening, they grow by utilising citrate which is found in the fresh unripened cheese. Starting from 9 mmol/kg citrate in the cheese curd, native facultatively heterofermentative lactobacilli utilise approximately 3 mmol and those added as adjunct cultures metabolise all available citrate to formic acid, acetic acid and CO2 (Table 4).
about 1000 1 of milk). Propionic acid fermentation begins about 30 days after the start of manufacture at about 20-24 ~ for roughly 7 weeks and then continues at a slower rate at 10-13 ~ In cheeses ready for consumption, about 108-109 cfu/g of propionic acid bacteria are present. Propionibacteria are Gram-positive, non-motile, non-sporulating and appear under the microscope as short rods which grow at low oxygen concentrations only (anaerobic to aerotolerant), and occur naturally in the rumen and intestine of ruminants, in soil and in silage (Fig. 2). Strain diversity of the natural propionibacterium flora is great which, fortunately, has not been influenced by the wide use of commercially available cultures (Fessler, 1997). They are sensitive to salt and grow optimally at a pH between 6 and 7 (maximum 8.5, minimum 4.6). The optimal growth temperature is 30 ~ but growth occurs also at 14 ~ They develop well in cheese from low numbers, but do not grow in milk (Piveteau et al., 2000). The propionibacterial metabolism in cheese is rather complex and not yet fully understood (Crow et al., 1988" FrOhlich-Wyder et al., 2002). Three different metabolic pathways (Fig. 3) have been described for the utilisation of lactate as an energy source and aspartate as an electron acceptor, both of which are available in cheese (Brendehaug and Langsrud, 1985; Crow and Turner, 1986; Crow, 1986b). In the presence nf a~partale, the [ermentntinn of lnrtnto i~ rn,,plocl with the fermentation of aspartate to succinate and no propionate is produced. Consequently, more lactate is fermented to acetate and CO2 than to propionate. The role of pathway B (formation of succinate by fixation
Propionic acid fermentation
Nowadays, selected propionibacteria of the species P. freudenreichii are used in the manufacture of cheeses with propionic acid fermentation in order to achieve the characteristic eyes and nutty flavour. For Emmental cheeses, the inoculum size is very small (only a few hundred colony forming units (cfu) per vat containing
Scanning electron micrograph of a culture of Propionibacterium freudenreichfi (Source: Swiss Federal Dairy Research Station, CH-3003 Berne).
Cheeses with Propionic Acid Fermentation
143
(A) Classical propionic acid fermentation: 3 mol lactate ~
2 mol propionate + 1 mol acetate + 1 mol CO 2 + l m o l A T P
(B) Formation of succinate during propionic acid fermentation by CO2-fixation: 3 mol lactate ~
(2 - x) mol propionate + 1 mol acetate + (1 - x) mol CO 2 + x mol succinate
Wood-Werkman pathway
(C) Fermentation of aspartate to succinate during propionic acid fermentation: 3 mol lactate + 6 mol aspartate ~
3 mol acetate + 3 mol CO 2 + 6 mol succinate + 6 mol NH 3 + 3 mol A T P
Metabolic pathways for the utilisation of lactate by propionic acid bacteria according to Crow and Turner (1986) and Sebastiani and Tschager (1993).
of CO2) is certainly of minor importance, but it has not yet been clarified (Sebastiani and Tschager, 1993). Propionibacterial strains can differ markedly in their aspartase activity (Richoux and Kerjean, 1995). In the manufacture of Emmental cheese, the use of cultures with differing aspartase activity leads to different products (Wyder et al., 2001). Tables 1 and 2 show clearly the characteristics of Emmental cheeses made with propionibacteria with either strong or weak aspartase activity. Propionibacteria with weak aspartase activity are able to metabolise not more than 100 nmol aspartate per minute in vitro (Fr0hlich-Wyder et al., 2002). These strains metabolise lactate mainly by the classical pathway (A) and deaminate only little aspartate (Fig. 3). Strains with high aspartase activity are able to metabolise up to 8 0 0 n m o l aspartate per minute in vitro. During the ripening of Swiss-type cheese, aspartate is metabolised rapidly and L-lactate is used preferentially (Crow, 1986a; Piveteau et al., 1995). As an effect, usually all available aspartate is metabolised to succinate (Fig. 4) and lactate, preferentially the isomer L, is metabolised to propionate, acetate and CO2 (Tables 1 and 4). A comparison with other traditional cheese varieties from Switzerland, which do not undergo a propionic acid fermentation, reveals that the content of aspartate is always much lower and that of succinate much higher in Emmental cheeses (Sieber et al., 1988). A strong aspartase activity is generally coupled with a stronger growth rate of propionibacteria, leading to higher counts and higher concentrations of propionate, acetate and CO2 (Table 1). Piveteau et al. (1995) showed that the growth rate and yield of propionibacteria in whey can be enhanced by the addition of aspartate. Yet it is not possible to answer the question whether aspartase activity is the cause or just an indicator. The appearance of Emmental cheese is greatly affected by the aspartase activity of the propionibacteria used. Figure 5 shows clearly the outer appearance
of different Emmental cheeses. The number and size of eyes and the height of loaves are greater for cheeses made with a culture with strong aspartase activity (Table 2) as a result of increased CO2 release (Table 1). The storage time for the cheeses in the warm room may be shortened by up to 10 days (Fr0hlich-Wyder et al., 2002). Such cheeses are more prone to late fermentation which is not desired when the cheeses are ripened for a longer time (Bachmann, 1998a). Late fermentation is a resumption of the propionic acid fermentation during maturation. The intensity of taste, odour and aroma is also more pronounced compared to cheeses made with propionibacteria of low aspartase activity (Table 2). The main reason appears to be the higher concentrations of free short chain acids produced through fermentation as well as the free fatty acids, n-butyric and n-caproic acids, released by lipolytic activity of propionibacteria (Table 1). Thus, propionibacteria with strong aspartase activity accelerate the ripening process. This is a 15'I
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Asp + Asn (mmol/kg) Linear regression, with a 95% confidence interval, of succinate and sum of aspartate (Asp) and asparagine (Asn) in 6-month-old Emmental cheese (T, propionibacteria with high aspartase activity; A, propionibacteria with weak aspartase activity) (Wyder et al., 2001).
144
Cheeses with Propionic Acid Fermentation
Mean values of metabolites, proteolytic parameters and propionibacterial counts in Emmental cheese (6 and 12 months) made with propionibacteria with weak or strong a s p a r t a s e activity (Wyder et aL, 2001 )
Emmental cheeses at 6 months Parameter
Weak (N = 10)
Lactate a L(+)-Lactate a pH Free S C A a Acetate a Propionate a n-Butyrate a n-Caproate a Succinate a 002 a Propionibacteriab Total nitrogenc WSN a TCASN a Free a m i n o acids a Aspartate a Asparagine a
57.4 31.1 5.75 114.4 48.4 60.1 1.1 0.4 4.0 27.6
_ 10.5 _ 9.3 _ 0.02 +_ 5.2 ___ 1.3 ___4.4 _+ 0.2 +_ 0.1 _+ 0.6 _ 1.6 nd 3.17 _ 0.06 693.4 _ 33.5 469.2 _ 46.6 169.02 _ 23.72 2.219 +_ 0.861 2.863 +_ 1.100
Strong (N = 8) 45.3 17.0 5.79 126.0 53.1 67.1 1.2 0.5 11.9 33.6 3.20 720.4 470.4 165.58 0 0.125
_+ 17.4 _+ 8.9 +_ 0.02 _+ 5.2 _+ 5.1 _ 10.2 _+ 0.1 _+ 0.1 _+ 1.7 +_ 2.0 nd __ 0.07 _ 26.1 _+ 40.1 +_ 30.20 +_ 0 _ 0.237
Emmental cheeses at 12 months t-test
Weak (N = 10)
ns ** ** ns * ns ns * *** *** ns ns ns ns *** ***
47.0 25.4 5.63 117.4 47.6 63.2 1.7 0.5 5.1 6.7 3.16 901.0 682.6 266.92 4.834 1.886
+_ 8.5 _+ 8.1 _+ 0.06 +_ 5.9 _+ 0.6 _ 4.2 _+ 0.9 _+ 0.1 ___2.8 nd _ 0.9 _ 0.08 _ 28.3 _+ 50.3 +_ 34.51 +_ 0.585 _ 0.494
Strong (N = 8) 11.3 2.9 5.73 148.1 58.7 83.6 1.7 0.7 17.7 8.4 3.21 926.3 687.3 246.86 0.588 0.054
_+ 6.7 _+ 2.4 _ 0.02 _+ 5.0 _+ 1.7 _ 3.6 _+ 0.1 +_ 0.1 +_ 2.5 nd _ 0.3 __ 0.06 _ 28.7 _+ 46.8 +_ 22.95 _+ 0.097 _+ 0.154
t-test *** *** *** *** *** *** ns ** *** *** ns ns ns ns *** ***
a mmol/kg. b log CFU/g. c mol/kg. SCA, Short Chain Acids; WSN, Water-soluble N; T C A S N , 12% TCA-soluble N; nd, not determined; ns, not significant. *p < 0.05; **p < 0.01; ***p < 0.001.
combined effect of aspartate metabolism and of the lncreaseu numt)er of proplonlDacterla." - :' ....... " For the application of propionibacterial cultures in cheese production, their ability to utilise aspartate must be taken into consideration. Excessive aspartase activity has hidden dangers, such as late fermentation, as mentioned above; a moderate activity, however, may influence the quality of Emmental cheese positively, e.g., improving openness, increasing the intensity of flavour and reducing the maturation time. _9
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
1
.
.
.
Interactions
.
In Emmental cheese, interactions between propionibacteria and factors such as the type of lactic acid bacteria, season of milk production (feeding) and proteolysis have a major impact on the propionic acid fermentation. Nowadays, it is easy to control the propionic acid fermentation during the ripening of Emmental cheese. Since the introduction of starter lactic acid bacteria in the 1970s, of facultatively heterofermentative lactobacilli in 1989 and of propionibacteria cultures with weak aspartase activity in 1996, the defect of late fermentation has been practically eliminated in Switzerland. Nevertheless, it is still possible to produce Emmental cheese with eyes made to measure (Fig. 6) - large eyes are achievable with the use of Lb. helveticus together with a strongly aspartase-positive propionibacteria culture. Small eyes are obtained through the use of facultatively heterofermentative lactobacilli together with a weakly aspartase-positive propionibacteria culture. Feeding season
E m m e n t a l c h e e s e (12 m o n t h s old) m a d e with prop i o n i b a c t e r i a with strong (no. 2 6 - 2 7 ) or w e a k (no. 25) aspartase activity ( W y d e r et al., 2001).
Cheeses made from milk produced during the hayfeeding season (winter) are, from experience, more prone to the defect of late fermentation during ripening than cheeses made from milk produced during the grass-feeding season (summer). Cheese producers
Cheeses with Propionic Acid Fermentation
145
Sensory and quality parameters of Emmental cheese (6 and 12 months) made with propionibacteria with weak or strong aspartase activity (mean values and t-test)
Emmental cheeses of 12 months
Emmental cheeses of 6 months Parameter (Index)
Weak (N = 10)
Strong (N = 8)
t-test
Weak (N = 10)
Strong (N = 8)
t-test
Openness (1-6) Number of eyes (0-5) Size of eyes (1-5) Texture (1-6) Firmness (2-8) Maturity (2-8) Intensity of taste (1-6) Intensity of odour (0-7) Intensity of aroma (0-7) Sweetness (0-7) Saltiness (0-7) Sourness (0-7) Bitterness (0-7) Height of cheese (cm)
5.3 4.7 4.9 5.4 4.9 4.4 4.3 3.0 3.1 2.3 1.9 2.0 1.8 19.1
4.6 5.3 5.8 5.5 4.6 5.3 4.7 3.3 3.5 2.2 2.3 2.2 1.7 21.3
* * ** ns ns * ns ns *** ns ** ns ns *
4.6 4.4 4.5 5.3 4.6 6.5 4.5 3.6 3.7 2.5 2.3 2.6 1.8 18.1
4.6 5.4 5.8 5.0 4.7 6.8 4.4 3.5 3.8 2.4 2.5 2.8 1.9 20.6
ns *** *** ns ns ns ns ns ns ns ns ns ns **
+_ 0.6 _ 0.6 _ 0.3 +_ 0.4 _ 0.4 _+ 0.8 _ 0.5 _+ 0.3 _+ 0.2 _ 0.2 + 0.3 _+ 0.2 +_ 0.4 _ 1.5
+_ 0.6 _ 0.4 +_ 0.6 +_ 0.3 _ 0.5 _+ 0.6 _+ 0.3 ___0.3 _+ 0.2 _+ 0.1 _ 0.2 _ 0.2 + 0.4 +_ 1.7
_+ 0.6 _+ 0.6 _ 0.5 _+ 0.7 _+ 0.6 _+ 0.5 _+ 0.6 _ 0.3 _+ 0.4 _+ 0.3 _+ 0.2 _+ 0.3 _+ 0.4 _+ 1.8
_ 0.8 _ 0.3 _ 0.6 _+ 0.6 _+ 0.4 ___0.4 _+ 0.5 _+ 0.3 _ 0.3 _+ 0.2 _+ 0.3 _ 0.4 _+ 0.2 _+ 1.0
ns, not significant. *p < 0.05. **p < 0.01. ***p < 0.001: index indicate the range of appreciation (lowest number = lowest possible score; highest number = highest possible score).
generally observe a slightly slower rate of acidification of the winter milk, resulting in a higher content of water and thus a higher content of lactate in the cheese after 24 h and consequently a lower pH (Table 3). A low pH leads to a slower propionic acid fermentation, since the optimum pH range for propionibacteria is 6-7. Only with proteolysis, a change in pH can be anticipated. Thus, a higher number of propionibacteria is needed in order to start the propionic acid fermentation under this disadvantageous pH. This may be the cause for higher propionibacteria counts which lead to more lactate consumption and therefore more
propionic acid and CO2 production (Table 4). Due to a higher water content, proteolysis is also enhanced. As mentioned above, this is advantageous for the pH but also for the liberation of amino acids, such as asparagine and aspartate, which are substrates for the metabolism of aspartase-positive propionibacteria (Fr6hlich-Wyder et al., 2002). Facultatively heterofermentive lactic acid bacteria Facultatively heterofermentative non-starter lactobacilli are used in the Swiss artisanal cheese industry to slow down the propionic acid fermentation (Sollberger and
X-rays of 180-day-old Emmental cheese produced with strong aspartase-positive propionibacteria and Lb. helveticus (left) or with weak aspartase-positive propionibacteria and facultatively heterofermentative lactobacilli (right) (from Fr6hlich-Wyder et aL, 2002).
146
Cheeses with Propionic Acid Fermentation
Water, lactate, pH and proteolytic parameters for Emmental cheese (Fr6hlich-Wyder et al., 2002)
Factor
Feeding Grass Hay Propionibacteria Weak Strong
Water
Lactate
(g/kg)
(mmol/kg)
TN
WSN
NPN
Free AA
pH
(g/kg)
(% TN)
(% WSN)
(mmol/kg)
N
1d
180 d
1d
180 d
180 d
180 d
180 d
180 d
180 d
16 16
372.5 373.9
326.2 331.4
125.6 131.3
26.9 25.5
5.83 5.72
46.5 44.7
23.2 25.0
61.9 64.6
175.5 199.1
16 16
372.9 373.5
328.2 329.4
128.3 128.6
34.5 17.9
5.77 5.78
45.5 45.6
24.6 23.6
63.1 63.2
196.8 177.8
16 16
372.9 373.5
328.9 328.7
128.9 127.9
51.2 1.2
5.76 5.79
45.6 45.6
24.5 23.7
63.3 63.0
191.9 182.7
16 16
372.8 373.6
328.5 329.1
127.9 129.0
25.4 26.9
5.78 5.77
45.6 45.6
24.0 24.2
64.5 61.8
196.0 178.5
-
. . . . . . . . . *** *. . . . . -
Lb. casei
Added Not added Lb. helveticus
Added Not added ANOVA Feeding Propionibacteria
. -
Lb. casei Lb. helveticus
.
.
.
.
.
.
-
.
.
.
.
**
-
** * -
-, not significant. * p < 0.05. **p < 0.01. ***p < 0.001. TN, total N; WSN, water soluble N; NPN, non-protein N; AA, amino acids.
Free short-chain acids (FSCA), succinate and citrate in mmol/kg, as well as propionibacteria (PAB) and facultatively heterofermentative lactobacilli (FHL) in log cfu/g in 180-day-old Emmental cheese (n = 16 for each factor level) (Fr6hlich-Wyder et aL, 2002) Factor
Feeding Grass Hay Propionibacteria Weak Strong
C1
C2
C3
C4
C6
FSCA
Succinate
Citrate
FHL
PAB
1.7 2.4
41.5 51.6
75.8 88.7
0.87 1.17
0.32 0.36
120.4 144.4
9.8 10.4
4.2 3.3
7.24 7.23
8.12 8.03
2.3 1.8
43.3 49.8
76.6 87.9
1.03 1.02
0.32 0.36
123.8 141.0
4.2 15.9
3.8 3.7
7.30 7.17
7.56 8.59
3.5 0.6
47.3 45.8
68.6 95.9
1.05 0.99
0.33 0.35
121.1 143.7
9.3 10.8
0.2 7.4
7.53 6.94
7.95 8.20
2.2 1.9
47.3 45.9
82.0 82.5
1.02 1.02
0.34 0.34
133.0 131.8
10.2 9.9
3.6 3.9
7.30 7.17
7.97 8.18
Lb. casei
Added Not added Lb. helveticus
Added Not added ANOVA Feeding Propionibacteria
. .
Lb. casei Lb. helveticus
*** .
. . . . . . . . . . . .
. ***
.
.
m
-
.
.
-
.
-, not significant. *p < 0.05. **p < 0.01. ***p < 0.001. C1, formate; C2, acetate; C3, propionate; C4, butyrate; C6, caproate.
m
a
m
B
m
C h e e s e s with P r o p i o n i c A c i d F e r m e n t a t i o n
Wyder, 2000). Jimeno et al. (1995) found growth inhibition of propionibacteria in cheese of up to 80% compared to the control without facuhatively heterofermentative lactobacilli (Lb. casei and Lb. rhamnosus). As a consequence, less propionic acid is produced. The observed inhibition could not be reproduced in co-cultures, suggesting that bacteriocin production is not responsible for this effect. Citrate metabolism most probably plays the key role, since citrate-negative mutants were shown to inhibit propionibacteria much less than the corresponding citrate-positive strains (Jimeno, 1997). Lb. rhamnosus also produces small but appreciable amounts of diacetyl which has a lethal effect on propionibacteria. Acetate and formate seem to have an inhibitory effect on the growth of propionibacteria. In addition, the metabolism of citrate, which takes place before the propionic acid fermentation, leads to the release of the complexed copper. The ratio of citrate and copper plays an important role in the observed inhibition (Perez et al., 1987). However, the mechanism of inhibition is not yet conclusively clarified. Since the introduction of cultures of facuhatively heterofermentative non-starter lactobacilli in Switzerland in 1989, the defect of late fermentation has decreased considerably. Propionibacteria with differing aspartase activity are not inhibited in the same way, a fact already known by cheesemakers. A weak aspartase-positive culture together with Lb. casei requires a prolonged period in the warm room for Emmental cheese while a strong aspartase-positive culture without the addition of facuhatively heterofermentative lactobacilli leads to a shorter stay. Thus, propionibacteria with weak aspartase activity are inhibited much more than propionibacteria with strong aspartase activity. The question arises as to whether the weakly aspartase-positive propionibacteria are more sensitive to formate and acetate. The interaction in Fig. 7 shows that both cultures produce approximately the same amount of propionic acid after 180 days of maturation, but with the addition of Lb. casei, the propionibacteria with weak aspartase activity produce much less propionic acid. This is why propionibacteria with strong aspartase activity are generally more prone to provoke late fermentation. Lb. helveticus
Proteolysis is very important for the development of the texture and flavour characteristics of Emmental cheese. Intensified proteolysis generally leads to accelerated ripening of the product which is desired as long as no adverse effect on the storage quality is encountered. In Emmental cheese production, strong proteolysis, together with intense propionic acid fermentation, may,
147
100 -
Icn
90 -
m O
E 80E c-
70-
-"
Prop96
---1- Prop90
O .m O
a_ 6 0 50-
no
yes
I
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Addition of Lb. casei Two-way interaction between propionibacteria with different aspartase activity and Lb. casei for propionate in 180day-old Emmental cheese (Prop96, weak aspartase activity; Prop90, strong aspartase activity) (Fr6hlich-Wyder et al., 2002).
however, be the primary cause of late fermentation (Bachmann, 1998a; Baer and Ryba, 1999). The texture which becomes shorter and crumbly during proteolysis shows a loss of elasticity and the cheese can develop cracks because of excessive CO2 production. Several investigations have shown that thermophilic lactic acid bacteria, especially Lb. delbruechii and Lb. helveticus, can stimulate the growth of propionibacteria (Perez et al., 1987; Piveteau et al., 1995; Chamba, 2000; Kerjean et al., 2000). Baer (1995) found poor growth of propionibacteria in milk alone or with added rennet, but good growth in the presence of lactic acid bacteria alone or with added rennet. It was concluded that the growth of propionibacteria depends on the presence of free amino acids or small peptides. In later work, Baer and Ryba (1999) found that propionibacteria clearly prefer free amino acids to peptides. They concluded that the growth of propionibacteria, and thus the intensity of propionic acid fermentation and the risk of late fermentation, is correlated with the amount of free amino acids. In fact, Lb. helveticus is responsible for the liberation of a larger quantity of small peptides in Emmental cheese (Table 3, NPN, % of WSN). Piveteau et al. (1995) described the liberation of a heat-resistant stimulatory compound by Lb. helveticus which might be an aspartate or a peptide containing it. In contrast, the absence of nutrients is not the reason why propionibacteria fail to grow in milk when inoculated at <105 cfu/ml - i The same authors presented evidence for an inhibitory substance in milk, which is heat-stable and has a low molecular mass (Piveteau et al., 2000). It is removed by Lb. helveticus strains as a result of proteolysis, but not by Lb. delbrueckii or Lb. lactis strains. Consequently, the activation of propionibacterial growth may be the result of stimulation by the proteolytic activity of lactobacilli-liberating peptides and
148
Cheeses with Propionic Acid Fermentation
free amino acids and/or the removal of an inhibitory substance by the action of Lb. helveticus (Kerjean et al., 2000).
At this temperature, the curd dries and most of the undesirable micro-organisms are eliminated. This is not only important for the hygienic safety, but also for avoiding too intensive proteolysis in depth (peptidolysis), which leads to a 'shorter', i.e., more crumbly texture of the cheese, and increases the risk of splits and cracks during ripening. The high cooking temperature also causes the complete inactivation of the chymosin. A temperature above 54 ~ impairs the propionibacteria too strongly. Swiss-type cheeses are often manufactured in copper vats (Fig. 9) and pressed in cylindrical moulds (Fig. 10). The copper content should not be too high, because copper inhibits the formation of lactic and propionic acids. On the other hand, copper forms complexes with sulphur compounds originating from the catabolism of amino acids, and thus has a positive impact on the flavour and aroma of the cheese. A copper content between 120 and 200 Ixmol~g is optimal; it comes mainly from the vat surface. Because propionibacteria are sensitive to salt, brining is less intensive than for other cheese varieties. The average salt content in Swiss Emmental cheese is between 3 and 5 g/kg. Brining leads to a firm and dry rind, which reduces the loss of CO2 during the propionic acid fermentation and thus supports eye formation. The rind is also responsible for the sturdy shape of the cheeses during ripening.
The milk used for cheese manufacture should contain as few bacteria as possible so that the added starter cultures can have an optimum effect. If raw milk is used, the bacteriological requirements are particularly stringent. The microbial and hygienic state of farm milk, of course, also depends on the duration and temperature of storage, and secondary contamination before or after processing must be avoided. In Switzerland, Emmental cheese must be manufactured from raw milk from cows receiving no silage feeds. The whole technological sequence of operations is geared to creating optimum conditions for the propionic acid fermentation. A fundamental step is the addition of water (12-18%) to the milk or to the curd. This leads to a relatively high pH after the lactic fermentation (5.20-5.30), which consequently accelerates the propionic acid fermentation. Furthermore, this step leads to a soft and elastic texture and is also the explanation for the high calcium content of the cheese. A soft and elastic texture is crucial for regular eye formation. To avoid undesired fermentations, no residual sugar (galactose) should remain after the lactic fermentation. ]~/lnct q,~rlcc_t,rno
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ing or scalding temperature. Emmental curd is heated to 52-54 ~ after cutting. During pressing, the temperature remains at around 50 ~ for many hours (Fig. 8).
50
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42 40 38 36 34 32 30
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countries by technologies differing from the traditional Swiss procedure. Considering the techno]ogica| aspects,
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9 10 11 12 13 14 15 16 17 18 19 20 Pressing hours
Temperature profile of Emmental cheese during pressing (Steffen and Schnider, 1978).
Cheeses with Propionic Acid Fermentation
149
General aspects
Cutting of the curd. (See Colour plate 17.)
other hand, the treatment of milk, the extent of mechanisation, the weight and shape, the average composition (hard or semi-hard varieties both with different fat contents), ripening time and shelf life are frequently very different. Quite often, Swiss-type cheeses are manufactured in the form of blocks and ripened in plastic bags for large-scale production.
To initiate the typical propionic acid fermentation, the ripening temperature for the cheese must be raised to approximately 20-24 ~ for a certain period of time. As soon as the development of sufficient eyes has been accomplished, the propionic acid fermentation is retarded by storing the cheese at a lower temperature (10-13 ~ In the case of Swiss Emmental cheese, the period of the eye formation is between 40 and 60 days. By tapping the cheeses, the cheesemaker determines the right time for the transfer from the warm to the ripening room. The relative humidity in the ripening room is rather low (70-80%). This, and also the brining as mentioned above, leads to a firm and dry rind, which reduces the loss of CO2 and leads to the sturdy shape of the cheeses. Furthermore, the low humidity accelerates the sweating of the cheeses (secretion of fat) and reduces the growth of moulds on the surface of the cheeses and, therefore, the time needed for manual cleaning. The ripening period varies widely; some cheese varieties are sold directly after the propionic acid fermentation while others are ripened for more than i year. Lately in Switzerland, ripening under humid conditions (in rock caves) has gained more importance. By the action of specific moulds, the cheese surface becomes black and proteolysis is further affected, although the proteolytic enzymes of the surface flora do not penetrate into the cheese mass. An indirect, but strong proteolytic, effect arises from the accelerated increase in pH of the outer zones of the cheeses due to deacidification of the surface by the moulds. Moreover, soluble substances produced by the surface flora diffuse into the cheese mass. Flavour formation
Filling of the curd into the cheese moulds. (See Colour plate 18.)
Flavour development in cheese is very strongly dependent of the microbial flora of milk. Whilst the indigenous flora of milk is generally composed of unwanted microorganisms, which can influence the flavour directly by their fermentative activities or indirectly by other enzymatic reactions, the desired lactic acid bacteria must be added to the cheese milk as starter or adjunct cultures. The addition of rennet and the different operations involved in cheesemaking and cheese ripening influence flavour development. In Switzerland, Emmental cheese is made from raw milk. Certain flavour compounds in milk are in fact lost and others are produced when it is subjected to thermisation or pasteurisation before processing. The high temperatures applied during the early stages of manufacture and pressing of Emmental cheese are essential for flavour development. Other important factors are the fermentation and ripening processes.
150
Cheeses with Propionic Acid Fermentation
During ripening for 3-12 months, the intensity of odour, aroma, saltiness and sourness increase (Table 5). Sweetness and bitterness decrease slightly. Due to the propionic acid fermentation, the sweet taste is about 1-1.5 units higher than in other hard cheese varieties without the propionic acid fermentation. Warmke etal. (1996) evaluated the following substances as potent taste compounds: acetic, propionic, lactic, succinic and glutamic acids, each in free form and/or as ammonium, sodium, potassium, magnesium or calcium salts, as well as the corresponding chlorides and phosphates. Magnesium and calcium propionate mainly caused the sweetish note in the taste profile of Emmental. Although bitter-tasting amino acids and peptides occurred in the cheese, they were not detected in the taste profile. For analytical reasons, the flavour components are generally divided into two major groups: volatile and non-volatile compounds. The volatile compounds derive from glycolysis, proteolysis and lipolysis during ripening and include volatile short chain acids (Table 4), primary and secondary alcohols, methyl ketones, aldehydes, esters, lactones, alkanes, aromatic hydrocarbons and different sulphur- and nitrogen-containing compounds (Table 6). Methional and acetic and propionic acids are the most important volatile compounds for typical Emmental flavour. Ethyl butanoate, ethyl 3-methylbutanoate and ethyl hexanoate contribute to the fruity odour note. The two fllranone~ are responsible for the caramel-like flavour in Emmental cheese. Proteolysis is considered to be essential to the ripening process, contributing to flavour formation by the liberation of free amino acids. Recent results, however, showed that an increase of free amino acids in cheese could not be correlated with flavour formation. It is concluded that the rate-limiting factor in the formation of flavour is the degradation of amino acids by the micro-organisms present in cheese rather than their release (Yvon and Rijnen, 2001). Lactic acid bacteria are the main contributors, but propionibacteria
Flavour description of Emmental cheese (Mean values _+ standard deviation for n = 10) (taken from the work by Wyder et al., 2001)
Cheese age (months) Parameter
Scale
3
Odour intensity Aroma intensity Sweetness Saltiness Sourness Bitterness
0-7 0-7 0-7 0-7 0-7 0-7
3.0 2.5 2.5 1.9 2.1 2.0
6 -+ 0.3 _+ 0.3 _ 0.1 _ 0.2 +_ 0.3 _+ 0.3
3.1 3.1 2.3 1.9 2.0 1.8
12 -+ 0.2 _+ 0.2 _+ 0.2 _+ 0.3 +_ 0.2 +_ 0.4
3.6 3.7 2.5 2.3 2.6
_ 0.3 _+ 0.4 _ 0.3 ___0.2 ___0.3 1.8 _+ 0.4
Concentration of odorants (i~g/kg dry matter, except ammonia) in Emmental cheese (Mean values _+ standard deviation for n = 4) (unpublished results from the work by Wyder et aL, 2001)
Cheese age (months) Odorant
3
6
2,3-Butandione 2-Methylbutanal 3-Methylbutanal Ethylbutanoate Ethyl 3-methylbutanoate 2-Heptanone Dimethyltrisulfide Methional Ethylhexanoate 1-Octen-3-one 4-Hydroxy-2, 5-dimethyl3(2H)-furanone 5-Ethyl-4-hydroxy2-methyl-3(2H)furanone 2-sec-Butyl-3methoxy-pyrazine Skatole 8-Decalactone 3-Methylbutyric acid Ammonia, mg/kg
431 _ 147 181 _ 4 0 145 +__22 27-+ 17 0.40 _+ 0.16
605 _+ 354 251 _+43 167 +_ 16 73_+23 0.78 +_ 0.21
531 _+ 470 372 + 8 8 152 -+ 15 148_+72 2.48 _ 1.25
522 _+ 60 0.11 +_ 0.10 67__33 51 ___21 0.06 _+ 0.02 1186_+276
770 _+ 57 0.16 _+ 0.08 68_+22 164 _+ 63 0.05 _+ 0.02 658_297
2783 _+ 1517 0.21 _+ 0.16 50_+6 351 _+ 156 0.06_+ 0.02 1002_+387
253 _ 72
255 _ 86
547-_ + 232
0.07 _ 0.03
0.05 +_ 0.03
0.04_+ 0.01
4 7 _ 15 3751 _ 1216 2 0 _ 10
34_6 1 6 8 0 _ 97 3 0 _ 10
37_+ 10 1171 + 132 30+_ 10
560 -+ 150
12
720 _+ 160
970 _ 190
also have a high ability to convert branched-chain amino acids to acids. Isoleucine/Leucine is converted mainly to isovaleric acid (Thierry and Maillard, 2002). The cause of lipolysis in Emmental cheese can be bacterial lipase and the indigenous lipoprotein lipase in milk which is, however, thermolabile and therefore its activity is reduced by cooking to a temperature over 50 ~ Lactic acid bacteria have only limited lipolytic activity, with Sc. thermophilus having the highest (Gobbetti et al., 1996). Propionibacteria, in contrast, have high strain-dependent lipolytic activity, 10-100 times more than lactic acid bacteria (Dupuis, 1994). Lipolysis in Emmental is caused mainly by propionibacteria and is generally recognised as necessary to produce typical Emmental cheese flavour. The amount of free fatty acids present varies from 2 to 7 g/kg (Isolini et al., 2001). Nevertheless, higher contents give flavour defects (Bachmann, 1998b). The release of free fatty acids starts in the warm room simultaneously with the growth of propionibacteria (Chamba and Perreard, 2002). Long-chain free fatty acids, which have a minor influence on cheese flavour, accumulate during ripening, whereas short- and medium-chain free fatty acids are most probably transformed by ]3-oxidation and esterification to volatile flavour compounds (Bosset
Cheeses with Propionic Acid Fermentation
et al., 1995; Chamba and Perreard, 2002). Since propionibacteria have very strain-dependent lipolytic activity and also are the main lipolytic agents in Emmental, it is important to include the potential for lipolysis in the selection of new propionibacterial cultures. The non-volatile flavour compounds include peptides, free amino acids, amines (Table 1), free fatty acids, salt and minerals (Table 7). The peptides and free amino acids contribute to the background flavour. Free glutamic acid is mainly responsible for the umami taste. Salt (NaC1) and other minerals directly influence the saltiness and indirectly the total aroma intensity. Cheese off-flavour depends quite often on the properties of the cheese milk. Certain plants and feeds such as bulbous plants, leeks, vegetable wastes, herb mixtures and different mineral salt mixtures fed to dairy cows can influence the taste of milk and produce offflavours. Certain milk enzymes also can induce offflavours, e.g., rancidity induced by lipase. Today, Swiss-type cheese can be found on the market over a wide range of maturity from very young, elastic cheese with the typical sour lactic aroma and sweet taste up to cheese ripened for a very long period in humid caves (Fig. 11) with a more intensive flavour and a nutty and spicy note. Texture formation
Cheese body and texture are very important qualities for both traders and consumers. Variations from what is considered normal in body and texture within the same cheese variety are not tolerated because there is a close relationship between the body and texture and other qualities, such as eye formation, taste and shelf life. Texture denotes the structure and the consistency of the cheese body. A soft and elastic texture is crucial for regular eye formation. The high calcium content, which is the result of the high pH after the lactic fermentation (5.20-5.30), is very important for a 'long', elastic texture. Table 8 shows the development of the Concentration of non-volatile components (g/kg dry matter) in Emmental cheese (mean values _+ standard deviation for n = 4) (unpublished results from the work by Wyder et aL, 2001)
Cheese age (months) Taste component
3
Glutamic acid Sodiuma Potassium a Magnesiuma Calcium a Phosphate a
5.4 5.2 1.3 0.7 6.6 10.6
6 +_ 0.6 _+ 0.6 +_ 0.1 _+ 0.1 _+ 0.8 _+ 1.2
8.1 4.5 1.0 0.6 6.5 13.9
a Concentration in the aqueous extract.
Emmental, about 12-months-old, matured in a cave with a high relative humidity.
rheological parameters and penetrometry data during ripening from 3 to 12 months. The texture of Swiss Emmental changes during ripening from elastic and relatively soft to less elastic, more friable and more firm. Figure 12 shows the typical texture profile of 6-month-old Emmental cheese. Because of the low water content, Swiss-type cheese melts at a relatively high temperature. The average softening point measured with an automatic dropping point apparatus is 74 ~ The sum of free amino acids measured 1 day after manufacture by the Cadmium-ninhydrin method and the trichloroacetic acid-soluble nitrogen after 20 days allow an early prediction of flavour and texture development in Emmental cheese (Bachmann et al., 1999). Emmental cheese is characterised by a higher ratio of Otsl-:[3-casein than in cheeses which are not cooked at 50-55 ~ This is due to the specificity of primary proteolysis: Otsl-casein is hydrolysed at a slower rate and [3-casein at a faster rate. The slower proteolysis of Otsl-casein is due to inactivation of the coagulant, either chymosin or microbial enzymes, during cooking. The faster rate of primary proteolysis of [3-casein is due to the activity of plasmin. The high ratio of Otsl-:13-casein Results of penetrometry and uniaxial compression test on Emmental cheese during ripening (mean values __+standard deviation for n = 10) (adapted from Bachmann et aL, 1999)
12 _+ 0.3 _+ 0.2 __ 0.1 _+ 0.1 +_ 0.6 __+ 1.5
11.6 4.5 1.2 1.0 10.6 13.2
151
Cheese age (months) _ 1.2 _+ 0.7 _+ 0.1 _+ 0.1 _+ 0.7 __ 0.6
Parameter
Unit
3
Penetrometry Strain at fracture Stress at fracture Stress at 33% deformation
mm % kN/m2 kN/m 2
3.7 68.9 614 147
6 _+ 1.0 2.5 _+ 0.3 _+ 3.2 63.7 _ 2.5 +_ 121 437 +_ 58 _+ 16 157 +_ 20
12 4.6 46.5 319 244
___0.6 _+ 5.4 + 48 +_ 30
152
Cheeses with Propionic Acid Fermentation
Texture profile of 6-month-old Emmental cheese (adapted from Lavanchy and Betikofer, 1999).
is jointly responsible for the soft and elastic texture (Kerjean et al., 2001). The proteolytic activity of propionibacteria is insignificant. The course of proteolysis in Swiss Emmental cheese is shown in Table 9. Insufficient proteolysis may cause different cheese defects. If the level of protein breakdown is too low, the taste is fiat and the body consistency too 'long', i.e., rubbery. Sometimes, uneven openings also appear. Excessive proteolysis results in an overripe and sharp taste and a shorter body. Frequently, the extent of proteolysis in a cheese loaf varies from one zone to the other, a phenomenon that is due to a changing temperature profile in the cheese loaf during the lactic acid fermentation. Since the outer zone cools faster, it often develops a bacterial flora which is proteolytically more active than the flora of the centre of the loaf. This usually leads to cheese defects such as a short and firm body, or a sharp taste, or the development of white colour under the rind.
diversity of the indigenous propionibacterial flora is great. The number and size of eyes vary markedly, and cracks or splits are quite common. The application of a culture of selected propionibacteria allows a more regular eye formation as a result of a propionic acid fermentation which is under control. Small quantities of CO2 are already produced during the lactic acid fermentation and the degradation of citrate. The fermentation of citrate leads to a higher number of eyes in the initial stage of the propionic acid fermentation and to a lower number of eyes in the mature cheese (Fig. 13). To initiate the typical propionic acid fermentation, the ripening temperature for the cheese must be raised to approximately 20-24 ~ As soon as the development of sufficient eyes is accomplished, the propionic acid fermentation is retarded by storing the cheese at a lower temperature (10-13 ~ The different stages of CO2 production and eye formation may be summarised schematically as follows: CO2 production and CO2 diffusion (starts at the beginning of the lactic acid fermentation)
Accumulation of CO2 in the cheese body (degradation of citrate and propionic acid fermentation)
Over-saturation at the centres of future eye formation (propionic acid fermentation)
Onset of eye formation at these centres (after approximately 20-30 days) The propionic acid fermentation leads to the formation of characteristic eyes and a nutty flavour and can occur either spontaneously or be achieved by a culture of selected propionibacteria. A spontaneous fermentation leads to irregular eye formation, because strain
Increase in the number of eyes and their enlargement (propionic acid fermentation + decarboxylation of amino acids)
Proteolysis in Swiss Emmental cheese (mean values _+ standard deviation for n = 10) (adapted from Bachmann et aL, 1999)
Cheese age (months) Parameter
Unit
2/3
3
6
12
Water-soluble nitrogen 12% trichloroacetic acid-soluble nitrogen Sum of free amino acids
mmol/kg mmol/kg
218 +_ 17 90 _+ 9
610 _+ 31 386 _+ 39
693 +_ 33 469 _+ 47
901 _+ 28 683 _+ 60
mmol/kg
16 _+ 4
120 +_ 32
169 _ 24
267 _+ 35
Cheeses with Propionic Acid Fermentation
153
150
100 >,, 0 ..(3
E
z
sei
50
d,//
~
40 days
without Lb. casei
180 days Stage of ripening
Influence of the citrate metabolism on the number of eyes in Emmental cheese (adapted from the work by Fr6hlichWyder et al., 2002).
The development of eye formation depends mainly on: 9 9 9 9
time, quantity and intensity of CO2 production; number and size of the areas of future eye formation; CO2 pressure and diffusion rate; body texture and temperature.
At the beginning of eye formation, i.e., about 30 days after manufacture, only a few eyes appear; thereafter, the number of new holes increases progressively. The maximum rate is attained after about 50 days, which is also the time of rapid eye enlargement. The appearance of new eyes declines with decreasing CO2 production and simultaneous hardening of the cheese body. The quantity and distribution of the eyes also depend on other factors such as those mentioned above. The number of eyes is increased by the nonhomogeneity of the curd, physical openness and the content of gas. Centrifugation and heat treatment of the milk or application of vacuum after filling of the curds and during pressing of the cheese are performed in order to obtain a lower number of eyes. In cheeses produced from microfihered milk, the number of eyes is generally much lower, even when the retentate is added. This indicates that air bubbles are important areas of future eye formation. As regards eye formation, proper dip filling of the moulds is imperative since air inclusions can lead to undesirable openness. Figure 14 shows the deformation of the granules around eyes. In a cheese loaf of approximately 80 kg, total CO2 production is about 120 1 before the cheese is sufficiently aged for consumption. About 60 1 remain dissolved in the cheese body, - 2 0 1 are found in the eyes and - 4 0 1 diffuse out of the loaf (Flackiger et al., 1978).
The development of CO2 pressure shows two major phases (Fig. 15). The first covers the period of proper eye formation in the ripening room. During this period, the CO2 pressure remains relatively low, between 1500 and 2500 Pa, because of the low resistance of the soft cheese mass to gas compression at 22-24 ~ During storage, i.e., the second stage, the CO2 pressure increases to 4000-8000 Pa. The difference in pressure between various loaves is higher in the second stage than in the first. The pressure increase in the second stage is explained by the higher resistance to gas compression of the cheese mass, which is due to the decrease in temperature from 22 to 12 ~ and by continued gas production. During the first stage there is a marked pressure increase within the eyes. These observations go back to a period where it was common to use propionibacteria
Deformation of curd granules around eyes (L) in Emmentaler cheese (ROegg and Moor, 1987).
154
Cheeses with Propionic Acid Fermentation
40
:30 8..
~3 (D
(D
E 20 _=
or) or) (3. (D >
,-2
LU
o 10
!
i
1
5
Weeks:
!
7
|
i
11
9
Ripening room 4
,
13
i
15
,
17
~
19
i
21
23
Cold room ~.-,tl
Eye volume (IC]) and 002 overpressure (~)in Emmental cheese (adapted from FILickiger, 1980).
with high aspartase activity (Fl{ickiger, 1980). More recent results are not available. Excessive proteolysis becomes particularly evident when a large amount of casein is degraded to lowmolecular compounds (high non-protein nitrogen level). Additional CO2 production by decarboxylation of amino acids clearly reduces the keeping quality of the cheese and leads to oversized eye formation. In addition, the propionibacteria are stimulated which increases the production of CO2 (aspartate metabolism). The cheese body often cannot withstand the pressure of the gas and cracks or splits appear. This defect is referred to as late or secondary fermentation.
In Switzerland, Emmental cheese must be manufactured from raw milk. Despite intense hygienic efforts, contamination of raw milk by pathogenic microorganisms cannot be completely excluded. Infectious diseases in dairy cows or contamination of milk during milking, storage, transport or processing present potential hazards. This has led to discussions on their hygienic safety of raw-milk cheeses. Bachmann and Spahr (1995) and Spahr and Schafroth (2001) examined the ability of potentially pathogenic bacteria to grow and to survive during the manufacture and ripening of Swiss Emmental cheese made from raw milk (Figs 16 and 17). They concluded that the hygienic safety of Swiss Emmental cheese is comparable to cheese produced from pasteurised milk.
The decrease of the number of pathogens can be explained by the so-called hurdle technology, which implies the synergistic effects of a high milk quality, short milk storage (effect of active antimicrobial enzyme systems of fresh raw milk), antagonistic starter culture flora, rapid acidification, antimicrobial effect of lactic acid, high curd cooking temperature, brining, and ripening at an elevated temperature for at least 4 months. All these factors are also important determinants of flavour and texture quality.
8 7 6
"~ 4 g, 3 ~ 2 1
0
Milk
Curd after cooking
Cheese Cheese Cheese 1d 7d 30 d
Behaviour of Aeromonas hydrophila (~), CampyIobacter jejuni (~), Escherichia coil ( A), Listeria monocytogenes (A), Pseudomonas aeruginosa (0), Salmonella typhimurium (I), Staphylococcus aureus ([-7) and Yersinia enterocolitica (11) during manufacture and ripening of Swiss Emmental cheese made from raw milk (only data for batches with longest survival are shown); detection l i m i t , - - - - (Bachmann and Spahr, 1995).
Cheeses with Propionic Acid Fermentation 6~
i
i
i
0
i
i
i
30
60
90
i
o
0
\
., 120
150
Ripening days Inactivation curves for Mycobacterium avium subsp. paratuberculosis in Swiss Emmental cheese during 120 days of ripening (Spahr and Schafroth, 2001).
Bachmann, H.P. (1998a). Die Verg/irung von Aspartat durch Propions/mrebakterien steigert das Risiko von Nachg/irung beim Emmentaler K/ise, Agrarforschung 5, 161-164. Bachmann, H.P. (1998b). Lipolyse im K/ise: nicht zu viel, nicht zu wenig. Agrarforschung 5,293-295. Bachmann, H.P. and Spahr, U. (1995). The fate of potentially pathogenic bacteria in Swiss hard and semihard cheeses made from raw milk. J. Dairy Sci. 78,476-483. Bachmann, H.P., B1)tikofer, U. and Meyer, J. (1999). Prediction of flavour and texture development in Swiss-type cheeses. Food Sci. Technol. -Lebensm. -Wiss. Technol. 32, 284-289. Baer, A. (1995). Influence of casein proteolysis by starter bacteria, rennet and plasmin on the growth of propionibacteria in Swiss-type cheese. Lait 75,391-400. Baer, A. and Ryba, I. (1999). Interactions between propionic acid bacteria and thermophilic lactic acid bacteria. Lait 79, 79-92. Bosset, J.O., Gauch, R. and Mariaca, R. (1995). Comparison of various sample treatments for the analysis of volatile compounds by GC-MS. Application to the Swiss Emmental cheese. Mit. Gebiete Lebensm. Hyg. 86, 672-698. Brendehaug, J. and Langsrud, T. (1985). Amino acid metabolism in propionibacteria: resting cell experiments with four strains. J. Dairy Sci. 68, 281-289. Chamba, J.E (2000). Emmental cheese: a complex microbial ecosystem. Consequences on selection and use of starters. Sci. Alim. 20, 37-54. Chamba, J.E and Perreard, E. (2002). Contributrion of propionic acid bacteria to lipolysis of Emmental cheese. Lait 82, 33-44. Crow, V.L. (1986a). Utilization of lactate isomers by Propionibacterium freudenreichii subsp, shermanii: regulatory role for intracellular pyruvate. Appl. Environ. Microbiol. 52,352-358. Crow, V.L. (1986b). Metabolism of aspartate by Propionibacterium freudenreichii subsp, shermanii: effect on lactate fermentation. Appl. Environ. Microbiol. 52,359-365.
155
Crow, Vi. and Turner, K.W. (1986). The effect of succinate production on other fermentation products in Swiss-type cheese. NZ J. Dairy Sci. Technol. 21,217-227. Crow, V.L., Martley, EG. and Delacroix, A. (1988). Isolation and properties of aspartase-deficient variants of Propionibacterium freudenreichii subsp, shermanii and their use in the manufacture of Swiss-type cheese. NZ J. Dairy Sci. Technol. 23, 75-85. Dupuis, C. (1994). Activitr prot~olytiques et lipolytiques des bact~ries propioniques laiti~res. Th~se ENSA, Rennes. Fessler, D. (1997). Characterisation of Propionibacteria in Swiss Raw Milk by Biochemical and Molecular-biological Methods, Thesis No. 12328, ETH Zf~rich. Fh)ckiger, E. (1980). CO2- und Lochbildung im Emmentalerk/ise. Schweiz. Milchzeitung 106, 473-480. Fl(ickiger, E., Montagne, D.H. and Steffen, C. (1978). Beitrag zur Kenntnis der CO2-Bildung im Emmentalerk/ise vor Beginn der Propions/mreg/irung. Schweiz. Milchwirt. Forsch. 7, 73-78. Frohlich-Wyder, M.T., Bachmann, H.P. and Casey, M.G. (2002). Interaction between propionibacteria and starter/ non-starter lactic acid bacteria in Swiss-type cheeses. Lait 82, 1-15. Gobbetti, M., Fox, EE and Stepaniak, L. (1996). Esterolytic and lipolytic activities of mesophilic and thermophylic lactobacilli. Ital. J. Food Sci. 2, 127-135. Isolini, D., Casey, M.G., FrOhlich-Wyder, M.T., Meyer, J., Sollberger, H. and Collomb, M. (2001). Propions/mrebakterien und ihre lipolytische Aktivit/it: eine mOgliche Screening-Methode. FAM Intern. Bericht 35, 1-9. Jimeno, J. (1997). Lactobacillus casei et Lactobacillus rhamnosus citrate (+) et citrate ( - ) des MK 3007 et 3008: Croissance et antagonisme dans l'emmental module. FAM Intern. Ber. Biochem. 14, 1-18. Jimeno, J., Lazaro, M.J. and Sollberger, H. (1995). Antagonistic interactions between propionic acid bacteria and nonstarter lactic acid bacteria. Lait 75,401-413. Kerjean, J.R., Condon, S., Lodi, R., Kalantzopoulos, G., Chamba, J.E, Suomalainen, T., Cogan, T. and Moreau, D. (2000). Improving the quality of European hard-cheeses by controlling of interactions between lactic acid bacteria and propionibacteria. Food Res. Int. 33, 281-287. Kerjean, J.R., Bachmann, H.E and Cogan, T. (2001). Technical note: Cooking temperature of whey and curd during Emmental cheesemaking. Milchwissenschaft 56, 556-556. Lavanchy, E and Bfitikofer, U. (1999). Caract~risation sensorielle de fromages/t pate dure ou mi-dure fabriqu4s en Suisse. Mitt. Lebensm. Hyg. 90, 670-683. Perez Chaia, A., Pesce de Ruiz Holgado, A. and Oliver, G. (1987). Interaction between Lactobacillus helveticus and Propionibacterium freudenreichii subsp, shermanii. Microbiol. Aliment. Nutr. 5,325-331. Piveteau, P.G., Condon, S. and Cogan, T.M. (1995). Interactions between lactic and propionic acid bacteria. Lait 75, 331-343. Piveteau, P., Condon, S. and Cogan, T.M. (2000). Inability of dairy propionibacteria to grow in milk from low inocula. J. Dairy Res. 67, 65-71.
156
Cheeses with Propionic Acid Fermentation
Richoux, R. and Kerjean, J.R. (1995). Technological properties of pure propionibacteria strains: test in small scale Swiss-type cheese. Lait 75, 45-59. Ruegg, M. and Moor, U. (1987). The size distribution and shape of curd granules in traditional Swiss hard and semi-hard cheeses. Food Microstruct. 6, 35-46. Sebastiani, H. and Tschager, E. (1993). Succinatbildung durch Propions~urebakterien- Eine Ursache der Nachgarung yon Emmentaler? Dt. Molk.-Ztg. 114, 76-80. Sieber, R., Collomb, M., Lavanchy, P. and Steiger, G. (1988). Beitrag zur Kenntnis der Zusammensetzung schweizerischer konsumreifer Emmentaler, Greyerzer, Sbrinz, Appenzeller und Tilsiter. Schweiz. Milchwirt. Forsch. 17, 9-16. Sollberger, H. and Wyder, M.T. (2000). Propions~iurebakterien und fakultativ heterofermentative Laktobazillen. Schweiz. Milchzeitung 126, 5. Spahr, U. and Schafroth, K. (2001). Fate of Mycobacterium avium subsp, paratuberculosis in Swiss hard and semihard
cheese manufactured from raw milk. Appl. Environ. Microbiol. 67, 4199-4205. Steffen, C. and Schnider, J. (1978). Erhebungen t~ber den Temperaturverlauf im Emmentalerk~se. Schweiz. Milchzeitung 104, 383. Thierry, A. and Maillard, M.-B. (2002). Production of cheese flavour compounds derived from amino acid catabolism by Propionibacterium freudenreichii. Lait 82, 17-32. Warmke, R., Belitz, H.D. and Grosch, W. (1996). Evaluation of taste compounds of Swiss cheese (Emmentaler). Z. Lebensm. Untersuch.-Forsch. 203,230-235. Wyder, M.T., Bosset, J.O., Casey, M.G., Isolini, D. and Sollberger, H. (2001). Influence of two different propionibacterial cultures on the characteristics of Swisstype cheese with regard to aspartate metabolism. Milk Sci. Int. 56, 78-81. Yvon, M. and Rijnen, L. (2001). Cheese flavour formation by amino acid catabolism. Int. Dairy J. 11,185-201.
Plate 16 Traditional Swiss Emmental cheese. (See page 142.)
Plate 17
Cutting of the curd. (See page 149.)
Plate 18
Filling of the curd into the cheese moulds. (See page 149.)
Surface Mould-ripened Cheeses H.-E. Spinnler, Laboratoire de Genie et Microbiologie des Procedes Alimentaires, INA-PG, ThivervaI-Grignon, France J.-C. Gripon, Unite de Biochimie et Structure des Proteines, INRA, Jouy-en-Josas, France
Surface mould-ripened soft cheeses are characterised by the presence of a felt-like coating of white mycelia due to the growth of Penicillium camemberti on the surface. The presence of this mould gives these cheeses a characteristic appearance, as well as a typical aroma and taste. It also leads to more complex ripening patterns than in other varieties of cheese with more simple microflora. These cheeses are becoming increasingly popular with consumers, and the demand for them increases. In the present chapter, after reviewing briefly the different methods of production and technologies of these cheeses, the microflora, the various biochemical changes that occur during their ripening, their aroma and textural properties and the control of their ripening will be considered.
A typical example of surface mould-ripened cheeses is Camembert, which is a cheese with a soft consistency and a flat cylindrical form, approximately 11 cm in diameter and 2.5 cm thick. Camembert originated in the Normandy region of France. It is believed by some to date from about 1790 and has been attributed to a farmer's wife, called Marie Harel, from the small village of Camembert. Though first made on farms, Camembert has been made by industrial companies since the beginning of the twentieth century. The manufacture of surface mould-ripened cheeses became progressively widespread in France, followed by other European countries. Camembert manufactured in Normandy and meeting certain manufacturing norms benefits from a protected designation of origin (PDO; Camembert de Normandie). Conversely, the name 'Camembert' is not protected and is used for cheeses manufactured elsewhere in France or in other countries. The other principal cheeses with a surface mould are Brie, Coulommier and CaGe de l'Est (a mild fermented cheese). Products also exist which are marketed with a trade name. Brie from Meaux or from Melun are characterised by their large diameter (35 and 27 cm, respectively) and also
possess a PDO. France produced aproximately 300 000 tonnes of Camembert, Brie, Coulommier and Carre de l'Est in 2000 (CNIEL, 2002). Total production of surface mould-ripened cheeses is a little greater, as products marketed under trade names should be included. Germany produces 18 000 and 2000 tonnes of Camembert and Brie, respectively (again, these figures are under-estimates as they do not include products manufactured under other names). Denmark also produces significant quantities of surface mould-ripened cheeses. Many other countries around the world, including USA, Australia, Argentina, New Zealand and several European countries produce cheeses with a surface mould, but in limited amounts. In the absence of precise figures, it can reasonably be estimated that in 1999, surface mould-ripened cheeses represented 7-8% of the total production of cheese in the 15 countries of the European Union and 2-3% of the world production. (Reprinted from Encyclopedia of Dairy Sciences, Gripon, J.-C., pp. 401-403, 2 paragraphs only, with permission from Elsevier.)
Traditional Camembert is made from raw milk with the addition of a mesophilic starter. The pH at renneting is approximately 6.4 and the coagulation time is 30-45 min. Transfer of the coagulum to the moulds is by means of a ladle (5 ladles/mould), either manually or using an automated system. Draining takes place spontaneously through the perforated sides of the moulds during the first hours at 26-28 ~ then at a progressive reduction in temperature approaching approximately 20 ~ by the end of draining. A curd with a low mineral content is thus obtained, with a pH of 4.6-4.7 at the end of draining. The cheese is drysalted and maturated for a minimum period of 21 days in cellars at 11-13 ~ and 90% relative humidity. Camembert, without designation of origin, is manufactured from raw or pasteurised milk. Coagulation generally takes place continuously in an Alpma-type production system. The coagulum is cut into cubes of 2-2.5 cm/side and the curds are moulded (manually or automated, in multi-moulds) 30-50 min after cutting.
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
158
Surface Mould-ripened Cheeses
Curds are salted in brine. Distribution requirements, as well as market demands, have led to modifications in existing technology and have created new types of surface mould-ripened cheeses. The latter, called solubilised or stabilised cheeses, are often sold under trade names, Pasteurised milk is renneted after a very short maturation period. The coagulum is cut into cubes, 0.7-1 cm i n size, and the curds are stirred and washed. Part of the whey is drawn off before moulding. The starter used consists of thermophilic streptococci or a mixture of streptococci and lactococci. The curd obtained is much less acidic than that of Camembert. These cheeses rapidly acquire a soft texture, giving them a mature appearance; their taste is milder than that of traditional Camembert, and their storage properties are improved. (Reprinted from Encyclopedia of Dairy Sciences, Gripon, J.-C., pp. 401-403, 2 paragraphs only, with permission from Elsevier.)
Packaged 4 ~
14 ~ RH = 85%
~ o D ou_ ~ v_o to ~_ ~o e8 N o
10 2 ~ RH = 95t/, 9
8
[]
9 _T ~ { ~ i ~ ~
7 6 '
5 4 3 2
-8 1 .-~ > 0
D~
~7~
i
I
I
5
10
I
0
I I i l , l l l l l
I
I
I
,
l
l
l
l
l
l
15 20 25 30 Ripening time (days)
l
l
l
l
l
l
35
l
l
l
l
l
l
40
45
Changes in the number of D. hansen# (0), G. can(A) and B. linens (r-l) in Camembert ripening (Leclercq-Perlat et al., 2003). didum
The composition and the evolution of the flora of surface mould-ripened cheeses are complex, particularly when raw milk is used. Traditional Camembert is a good example of this complexity. In changing different parameters (salt, water activity, pH), cheese technologists hinder most of the microbial growth but the fungal and the bacterial flora of mould-ripened cheeses remain v e t ) / U I V C F b C I l l F~IW [ I l l l K C[ICCbC, LIIC pnyblco-clicnncal treatments select the 'technological' flora but in pasteurised milk cheese, most of the flora are nowadays added to the milk as starters. These micro-organisms (yeast, Geotrichum candidum, coryneform bacteria) generate different compounds responsible for different functions change in texture, taste, flavour, colour, antimicrobial activity and organoleptic qualities are tailormade by exploiting the properties of these different micro-organisms. The succession of micro-organisms is determined by the changes in the chemical environment. First, the lactic acid bacteria (mainly Lactococcus lactis subsp, lactis and Lc. lactis subsp, cremoris), by reducing the pH, will select acidophilic micro-organisms such as yeasts and filamentous fungi. On growing on the surface, stimulated by the oxygen, they will permit the development of ripening bacteria (mainly coryneform bacteria) which are adapted to the curd composition and ripening environment (Fig. 1). One can consider that the pH 5.8 is a barrier pH (Fig. 2) below which ripening bacteria cannot grow. _1- . . . . . . .
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Very soon after manufacture, yeasts grow on the surface (Leclercq-Perlat et al., 1999) forming a dense layer
about 200 ixm thick; Kluyveromyces lactis, Saccharomyces cerevisiae and Debaryomyces hansenii are the most common yeast species (Baroiller and Schmidt, 1990). The mould, Geotrichum candidum, appears at the same time as the yeasts but its growth is limited by salting. These fungi and Penicillium camemberti, by consuming lactate for their growth (Fig. 3), raise the pH (Fig. 2) and permit the growth of bacteria adapted to the water activity of the cheese such as staphylococci or coryneform bacteria. Debaryomyces hansenii and Kluyveromyces marxianus are usually added because their substrate consumption profiles are quite different. Indeed, Kluyverornyces consumes first lactose and only then lactate, but D. hansenii is able to consume both at the same time. In the past, Geotrichum candidum caused concern to cheese technologists because of its proteolytic activity and by causing a 'toad skin'-like surface on the cheese. But by its enzymatic properties, it plays a major role in taste and flavour formation. Now, the selection of strains which do not cause 'toad skin', and better control of their use, has led to the widespread use of this species. Nowadays, in order to improve the organoleptic quality of Camembert made from pasteurised milk, selected strains of Geotrichurn candidum, yeast and coryneform bacteria are generally added to the cheese milk, giving a product closer to traditional Camembert, and closer to the expectations of most consumers. Geotrichum is very sensitive to salt and therefore drysalting may stop its growth for a while. These yeasts, in starting to hydrolyse proteins and fat, will prepare the curd and help the growth of Penicilliurn. After 6 or 7 days of ripening, the growth
Surface Mould-ripened Cheeses
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Changes in pH at the surface (A) and in the core (A) in Camembert ripening (Leclercq-Perlat et al., 2003).
of E carnemberti is observed and a white felt covers the entire surface of the cheese. The growth of P. carnemberti is extremely fast compared to that of the other members of the ripening flora. In 2 or 3 days, its growth is completed and changes surface pH, exhausts lactate at the surface and produces a large amount of CO2 which may change the gaseous environment of the ripening cellar. It is clear that P. camemberti plays a major role and imparts its characteristics to the cheese. However, the secondary flora plays an essential complementary role in the development of the organoleptic quality of traditional products.
Initially, two species of Penicillum were distinguished, P. caseicolum and E camemberti. E caseicolum is now considered to be a white mutant of P. camemberti. Different forms of E camemberti can be distinguished (Moreau, 1979): 9 a form with a fluffy mycelium, white at first becoming grey-green; 9 a form with 'short hair', rapid growth, white, closenapped mycelium; 9 a form with 'long hair', rapid growth, white, loose, tall mycelium;
Changes in lactate (OO) and in residual lactose (AA) at the surface (closed symbols) and at the core (open symbols) during the ripening of Camembert cheese (Leclercq-Perlat et al., 2003).
160
Surface Mould-ripened Cheeses
'Neuchatel f o r m ' - vigorous, rapid growth, giving a thick white-yellow mycelium. Only the white forms are used for cheesemaking. Commercial strains differ mainly in the rapidity of their growth on cheese and the density of their mycelium. Penicilliurn spores are produced by specialised companies after culturing in a fermentor or in 'Roux flasks'. They can be added to the cheese milk, added to the surface in the form of a powder after curdmaking or mixed with the salt (when dry-salting is used). Bacteria
After 15-20 days, when the Penicillium has catabolised the lactic acid and deacidified the cheese, an aerophilic acid-sensitive bacterial flora becomes established on the surface. When the pH increases above 5.8, many bacteria grow again at the surface. Until recent work on taxonomy, most of the species involved in the ripening of white-mould cheese were described as belonging to Micrococcaceae and coryneform bacteria. Recent phylogenetic analysis of DNA changed the taxonomy of these groups (Irlinger etal., 1997; Stackebrandt et al., 1997; Irlinger and Bergere, 1999). Most of them belong to the huge coryneform bacteria group and others to Staphylococcus group and coliforms (e.g., Hafnia alvei). The most commonly found of these bacteria is Brevibacterium linens but a large diversity of coryneform bacteria such as Arthrobacter, Micrococcus, Corynebacterium and Brachybacterium, is also present on these cheeses. They play a major role in flavour generation and on the appearance of the cheese. Interactions between micro-organisms
Microbiologists are not at ease with complex ecosystems like that of cheese, but it is clear that the ripening flora should be considered as a whole. Many strains of the bacteria mentioned above are able to produce a specific flavour when alone in a medium (even a cheese curd medium), but when associated to the other microorganisms, the results are completely different and most of the time the interesting flavour detected in pure culture is, for several reasons, lost when the organism grows in the cheese ecosystem. The first reason is that bacteria may not grow because of competition or inhibition but it is also possible that the metabolic pathways are not expressed because of chemical changes to the environment. Inside the cheese, lactococci are clearly predominant; the yeast population remains much lower than on the surface (about 106 cells g-1 instead of 108 cells g-Z; Leclercq-Perlat et al., 2003). In the production of cheeses from pasteurised milk, the microflora
is less diverse, containing mostly micro-organisms added as starters, e.g., Lactococcus and P. camemberti. The populations of other micro-organisms are reduced and the cheese obtained has a more neutral aroma.
The lactic starters used to make Camembert are homofermentative mesophilic lactococci, and lactose breakdown leads essentially to the production of lactic acid by the hexose diphosphate pathway. For traditional Camembert, rennet is added to the milk after ripening when the pH is about 6.4. Intense acidification occurs mainly during draining, and the pH of the curd when taken from the mould is about 4.6. After the end of curdmaking, the surface fungal flora (i.e., yeast, Geotrichum and Penicillium in particular) use lactic acid for their growth. There is, as a result, a marked increase in the external pH and an internal migration of lactate towards the surface of the cheese. The surface pH increases steadily to about 7.0 at the end of maturation; the increase is slower in the interior, where the final pH is about 6.0 (Fig. 2). This neutralisation in cheese plays at least four different roles in the ripening process: As previously mentioned, acid-sensitive bacteria, including micrococci and coryneform bacteria ,..,1.,1i...h ,.,A on tl.,. . . . . r. . . . r moul d 1.. .
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ripened soft cheese and contribute to their traditional flavour qualities. Neutralisation also favours the activity of ripening enzymes, the pH optimum of which is often close to neutrality. Neutralisation also causes migration of minerals in the curd. Le Graet et al. (1983) showed considerable migration of calcium and phosphate towards the exterior of Camembert during mould growth on the surface. The rind of surface mould-ripened cheese attains high concentrations of calcium and inorganic phosphorus (17 and 9 g kg -1, respectively) while the concentrations of these decrease at the centre. Le Graet et al. (1983) observed that the high pH of the surface causes the formation of insoluble calcium phosphate, immobilising this salt at the rind. Electron microscopic studies of the rind showed the presence of crystals which were identified tentatively as calcium phosphate. This is of nutritional interest as far as the mineral supply in surface mould-ripened cheese is concerned, depending on whether the rind is eaten or not, since at the end of ripening, the rind contains about 80% of the calcium and 55% of the phosphorus of the cheese.
Surface Mould-ripened Cheeses
4. As discussed below, the increase in pH markedly modifies the rheological properties and gives rise to a softer curd.
Although less important than in Blue cheeses, proteolysis in surface mould-ripened cheeses is quite significant. In the outer part of a ripe raw-milk Camembert, pH 4.6-soluble nitrogen represents about 35% of total nitrogen; within the cheese, there is less breakdown and only 25% of the nitrogen is soluble at pH 4.6. The soluble nitrogen fraction contains mainly small peptides (nitrogen soluble in 12% trichloracetic acid is about 20% of total nitrogen). In ripe traditional Camembert cheese, ammonia, resulting from the deamination of amino acids, is also present. Electrophoretic studies reveal strong degradation of Otsl-casein in the whole cheese while [3-casein is highly degraded in the outer part but clearly less in the centre. This high level of proteolysis is due to the presence of three agents: rennet, plasmin and microbial proteinases, among which enzymes synthesised by P. camemberti are dominant. Camembert retains more rennet in the curd than other cheese varieties because acidification occurs during draining. It has been observed that about 50% of the rennet added remains in the curd while about 15% is retained in pressed cheese (Vassal and Gripon, 1984). A degradation product of Otsl-casein by rennet, %1-1 casein (%l-CN f24-199), is detected by electrophoresis in Camembert after 6 h of draining and the concentration of this peptide increases during ripening. However, the pH of the outer part of Camembert increases quickly, reaching 6 or more after 2 weeks and can reach 7.0 after 3-4 weeks (Fig. 2). Under these conditions, one may suppose that the action of rennet (the pH optimum of which on caseins is about 5.5) decreases at the end of ripening when the pH has increased. An increase in the level of the y-caseins, resulting from the degradation of [3-casein by plasmin, is observed at the end of ripening. This increased activity is not surprising since the pH of the outer region of Camembert at the end of ripening is not far from the optimum for plasmin (about 8.5). At the end of ripening, in the outer part of Camembert, this enzyme is probably more active than in semi-hard cheeses where the pH remains at about 5.2. Studies on aseptic curds (Desmazeaud et al., 1976), in which P. camemberti developed alone with no other micro-organism, have shown an extensive production of high and low molecular weight peptides, as well as of free amino acids. Thus, this mould has a high proteolytic potential due to the production of extracel-
161
lular endo- and exo-peptidases. It synthesises appreciable quantities of a metalloproteinase and an aspartate proteinase (Lenoir, 1984), which are optimally active at pH 5.5-6.0 and 4.0, respectively. Strains of P. camemberti have very similar enzyme profiles, with a variability of about 2-fold. The evolution of the proteolytic activity in curd has been studied in Camembert during ripening (Lenoir, 1970). At the centre of the cheese, this activity is very low. However, in the outer region it increases abruptly after 6-7 days of ripening, i.e., when the Penicillium begins to grow. Aspartyl proteinase and metalloproteinase are both synthesised in cheese and their concentrations are maximal after about 15 days and then decrease slowly. These two enzymes are thus fairly stable in cheese. Lenoir (1970) noted that the difference in the degree of proteolysis between the centre and the surface of Camembert was proportionally lower than the difference in proteolytic activity and suggested that the peptides migrate towards the centre of the cheese. Scanning electron microscopic studies of Camembert cheese show some lysis of the mycelium. However, electrophoregrams of cheese do not show the appearance of new hydrolytic products, indicating that intracellular proteinases play a much more limited role than the extracellular proteinases. P. camemberti produces large amounts of amino acids in cheese (Desmazeaud etal., 1976) due to the synthesis of extracellular exopeptidases. Ahiko et al. (1981) described an acid carboxypeptidase produced by P. camemberti, which is a serine enzyme with an optimum pH of 3.5, able to reduce the bitterness of a casein hydrolysate by releasing hydrophobic amino acids. An alkaline aminopeptidase, with a pH optimum of 8.5, has also been characterised (Matsuoka et al., 1991). Geotrichum candidum synthesises intra- and extracellular proteinases (pH optima near 6.0; Gueguen and Lenoir, 1976), but enzyme-production varies significantly from one strain to another (Gueguen and Lenoir, 1975). It is considered that its proteolytic action in cheese is clearly lower than that of P. camemberti since the proteolytic activity of the outer region of Camembert does not increase during the growth of Geotrichum but only during that of Penicillium (Lenoir, 1984). Also, Geotrichum alone seeded on the surface of the curds causes less proteolysis than P. camemberti alone (Vassal, personal communication). The proteolytic role of yeast is considered to be low. Schmidt (1982) observed an intracellular caseinolytic activity with an optimum pH of about 6.0 in 165 strains isolated from Camembert cheese. B. linens secretes extracellular proteolytic enzymes; several proteinases have been demonstrated (Foissy, 1974; Hayashi etal., 1990) and Rattray etal. (1995,
162
Surface Mould-ripened Cheeses
1996) purified and characterised an extracellular proteinase with pH and temperature optima of 8.5 and 50 ~ respectively. Extra- and intra-cellular aminopeptidases have been isolated and characterised (Foissy, 1978; Hayashi and Law, 1989; Rattray and Fox, 1997). These enzymes could participate in proteolysis of Camemberttype cheeses during late ripening but probably to a low extent. Rattray and Fox (1999) reviewed in detail the properties of the proteolytic system of B. linens. The presence and the action of lactic acid bacteria should not be forgotten. The cell-wall proteinase and the various peptidases contribute, as in other type of cheeses, to the hydrolysis of peptides produced by rennet, plasmin and microbial proteinases. The increase of pH in the outer part of Camembert could favour the action of the various peptidases since their optimum pH is generally near neutrality. Most of these enzymes have been isolated and characterised in the case of Lc. lactis, and their genes have been sequenced (see Christensen etal., 1999; Bolotin et al., 2001).
The intense degradation of fat is a common characteristic of mould-ripened cheeses. Moulds and yeasts are able to secrete a large diversity of lipases. These enzymes are active at the interface between fat globules and the continuous serum phase. Lipases (EC 3.1.1.3) L__..1__I
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cerides and free fatty acids. They are not very specific but can hydrolyse triglycerides more or less rapidly according to their molecular weight, with preferential liberation for fatty acids at positions Snl and Sn3. However, stricter specificities depending on the nature of the fatty acid can be observed. G. candidum synthesises two lipases, one of which preferentially liberates oleic acid and the other unsaturated C18 fatty acids at the Sn2 position of triglycerides (Veeraragavan et al., 1990; Bertolini et al., 1995). P. camemberti produces large quantities of an extracellular alkaline lipase (pH o p t i m u m - 9.0). At pH 6.0, this enzyme retains 50% of its maximal activity and remains very active at the temperature of ripening (Lamberet and Lenoir, 1976). It is the main lipolytic agent in Camembert cheese. It is more active on triglycerides composed of low molecular weight fatty acids. Other acids, such as C1-C4 or branched-chain C4 and C5 acids result from the action of micro-organisms on amino acids. The degradation of lactose by the same micro-organisms leads to acetic acid and propionic acid. For Camembert cheese, Kuzdzal-Savoie and Kuzdzal (1966) estimated that 5% of total free acids are not produced by lipolysis. From the organoleptic point of view, fat in cheese plays three main functions:
1. it is a component involved in the determination of the texture; 2. it is a solvent of the flavours molecules" 3. it constitutes a major precursor for the development of flavours. The role of fat in texture is as a lubricant, which gives the cheese a soft sensation in the mouth. The monoglycerides are very efficient emulsifiers and may reduce the size of fat globules in the cheese which may help to get a smoother mouth-feel and may also change flavour release (Wendin et al., 1999; Miettinen et al., 2002). Lipolysis is not homogeneous throughout the cheese and occurs mainly under the rind. Hassouna and Guizani (1995) reported that lipolysis is twice as intense just under the rind than in the interior of the cheese. The association of this phenomenon with proteolysis, and particularly the relatively high pH, gives the characteristic texture of the soft part of the cheese under a Camembert rind after a long ripening. As most of the flavour compounds are hydrophobic, most are more soluble in fat than in the serum. It is common to get ten times more flavour in the fat than in the water phase for flavour compounds with more than six carbon atoms (Overbosch et al., 1991). Free fatty acids are linear and have an even number of carbons. These compounds have quite high olfactive thresholds from a few mg kg -1 to several hundreds mg kg-1. But usually in this type of cheese the level of lipolysis is high. Blue cheeses undergo more intense lipolysis, reaching up to 50 meq/100 g of fat in a Danish Blue cheese while it is much less in surface mouldripened cheeses. In Camembert, lipolysis is usually less than 25 meq/100 g of fat and as low as 11 meq/100 g of fat in Brie (Vanbelle et al., 1978).
Flavours provided by fat catabolism
Fatty acids Long-chain free fatty acids (more than 12 carbon atoms) play a minor role in flavour, given their high perception thresholds. Short- and intermediate-chain even-numbered fatty acids (4-12 carbons) have much lower perception thresholds and each has a characteristic note (Molimard and Spinnler, 1996). Butyric acid has a rancid, cheesy odour. Octanoic, 4-methyloctanoic and, especially, 4-ethyloctanoic acids have odorous notes like that of goats. In goat cheeses, branched-chain fatty acids have much lower thresholds than the linear fatty acids. 4-Ethyl octanoic acid, has an olfactive threshold about 500 times lower than that of decanoic acid, which is linear with the same number of carbons. These fatty acids play a major role in the 'goaty' characteristics of these
Surface Mould-ripened Cheeses
cheeses. The young unlipolysed cheeses are much less goaty than the more ripened one. These branchedchain fatty acids are also present in ewes' milk cheeses (Ha and Lindsay, 1991) but not in cows' milk cheeses. According to their concentration and perception thresholds, volatile fatty acids can contribute to the aroma of the cheese or even, for some, give a rancidity defect. It is, in fact, the undissociated form of these acids which is aromatic. This form is found in the fat phase of the cheese, while the aqueous phase contains both forms, undissociated and ionised. Low pH reduces ionisation and increases volatility of the acids.
Compounds produced by partial/3-oxidation A homologous series of methyl ketones with an odd number of carbon atoms, from C3 to C15, is one of the most important aroma compounds in the aroma of Blue and surface mould-ripened cheeses (Gallois and Langlois, 1990). The longer chain ketones, probably, are much less important than the intermediate ones because of their lipophilicity, which probably limit their volatility in a fatty matrix, like cheese. Several studies have established the pathway for the formation of these products in cheese (Dartey and Kinsella, 1973; Okumura and Kinsella, 1985). In Camembert, methyl ketones are by far the most abundant volatile flavour compounds, in the order of 25-60mmol/100 g of fat, the two major compounds being nonan-2-one and heptan-2-one. All methyl ketones found in Camembert are also present in Blue cheese (Gallois and Langlois, 1990). Concentrations of heptan2-one and nonan-2-one in white-mould cheeses are very high and out of proportion considering the quantity of octanoic and decanoic acids present in milk fat, where the main fatty acid is palmitic acid (C16:0). We can therefore suppose that the corresponding fatty acids are not the only precursors of methyl ketones. Thus, the study of the oxidation of 14C-labelled palmitic and lauric acids by P. roqueforti spores has permitted elucidation of the formation of methyl ketones from long-chain fatty acids by successive cycles of [3-oxidation. Furthermore, addition of oleic acid (C18) in a milk-based medium causes an increase in the production of heptan-2-one and nonan-2one by P. camemberti, but the addition of lauric acid (C12) does not increase the production of undecan-2-one. Dumont etal. (1974a,b) isolated the aroma compounds of 11 samples of Norman Camembert by vacuum distillation and found 11 methyl ketones, all alkan-2-ones from C4 to C13, as well as octan-3-one (trace). The authors also identified 3-methylpentan-2one, 4-methylpentan-2-one, methylhexan-2-one (trace), nonan-2-one and undecan-2-one in larger amounts. The amounts of nonan-2-one, heptan-2-one and undecan-2one increased steadily during ripening.
163
In Camembert and Brie, most of the methyl ketones are present from the eighth day of ripening onwards but Moinas et al. (1973) identified butan-2-one and pentan2-one in young Camembert only (1-5% of the methyl ketones). These methyl ketones seemed to disappear during ripening. On the other hand, they observed an increase in the concentration of nonan-2-one during cheese ripening (1-5% of the methyl ketones in young Camembert compared with 20-40% of the methyl ketones in ripe Camembert) while the amount of heptan2-one remained constant (1-5% of the methyl ketones). From their odour notes typical of Camembert cheeses and from the amounts present in these cheeses, we are able to understand the important role played by ketones and methyl ketones in the aroma of these products. These volatile compounds are not only found in Camembert-type cheese, they are abundant in blue-veined cheeses in which heptan-2-one is the methyl ketone present in the largest quantity. Nonan-2-one, decan-2-one, undecan-2-one and tridecan-2-one are described as having fruity, floral and musty notes while heptan-2-one has a Blue Cheese note (Rothe et al., 1982). Oct-l-en-3-one has a mushroom note in aqueous media and a metallic note in lipid-rich media (Teranishi et al., 1981). Octa-l,5-dien-3-one is described as having a soil-like odour, octan-3-one a mushroom note and damascenone a woody note (Karahadian et al., 1985a). The principal agents in the formation of methyl ketones in mould-ripened cheeses are moulds, and the precursors are fatty acids. Methyl ketones are formed in a metabolic pathway which is connected to the [3-oxidation pathway. P. camemberti, P. roqueforti and Geotrichum candidum possess an enzymatic system which permits a diversion from the normal [3-oxidation pathway. The free fatty acid is oxidised to [3-ketoacylCoA. The action of a thiolase yields a [3-ketoacid which is rapidly decarboxylated by a [3-keto-acyl-decarboxylase to give a methyl ketone with one less carbon than the initial fatty acid; this metabolism has been extensively studied in yeasts (Fig. 4). For the micro-organism, this metabolic pathway represents a method for detoxifying fatty acids in the media. It needs only one molecule of coenzyme A, while complete degradation needs two. This mechanism allows faster recycling of the co-factor (Kinsella and Hwang, 1976). At low concentrations, fatty acids are oxidised completely to CO2 and H20, and very low amounts of methyl ketones are formed (Margalith, 1981). [3-Oxidation is a particularly important metabolic pathway since 60% of the carbonyl compounds produced by P. camemberti on a milk-based medium are methyl ketones (Okumura and Kinsella, 1985). The mycelium of P. camemberti
164 Surface Mould-ripened Cheeses
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Intra-cham oxidation of unsaturated fatty acids Linoleic and linolenic acid are precursors of 8C aroma compounds, particularly oct-l-en-3-ol, oct-2-en-l-ol, octa-l,5-dien-3-ol and octa- 1,5-dien- 1-ol and ketones such as octan-2-one, oct-l-en-3-one and octa-l,5dien-3-one. Oct-l-en-3-ol is well known for its raw mushroom odour. Considering its low perception threshold (0.01 mg kg-]), it gives Camembert cheese aroma a characteristic note. This compound is, without a doubt, one of the key compounds in the overall aroma UI
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work on the production of methyl ketones by moulds, especially E roqueforti (Creuly et al., 1992). The production of heptan-2-one continues to attract attention because it is preponderant in Blue-type cheeses. New flavourings with high aromatic power appeared on the market to flavour sauces, crackers, etc. Secondary alcohols found in mould-ripened cheeses are mainly heptan-2-ol and nonan-2-ol, which represent, together with the methyl ketones from which they are derived, 10-20% and 5-10%, respectively, of all aroma compounds found in Camembert (Moinas et al., 1973). Dumont et al. (1974b) also isolated significant quantities of pentan-2-ol from ripe Camembert. However, Moinas et al. (1973) did not report this alcohol in mature Camembert and have identified this alcohol in young samples only.
Decarboxylase j
O Fatty acid catabolism to methyl ketones by yeasts (from Ratledge, 1984). is more sensitive to inhibition by fatty acids than that of E roqueforti in spite of the fact that it uses fatty acids more rapidly. Mycelium and spores, but not germinating spores of Penicillium, are able to metabolise fatty acids to methyl ketones. The latter seem to be more sensitive to the inhibitory effect of fatty acids (Fan et al., 1976). G. candidum produces methyl ketones, including pentan-2-one, heptan-2one, nonan-2-one and undecan-2-one. It also produces pentan-3-one, which was found for the first time by Jollivet et al. (1994) in cultures of eight strains of G. candidum. The increasing demands for Blue cheese aroma compounds from the food industry gave rise to much
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(1975) on a neutral cheese base have shown that it is possible to mask partially the blue note of methyl ketones by oct-l-ene-3-ol. At concentrations of 5-10 mg kg -] in the cheese base, these authors obtained a flavour close to mature Camembert. If it is present in too large amounts, it is responsible for an aroma defect. Oct-l-en-3-ol represents 5-10% of the volatile compounds in Camembert. On the other hand, it is present in only very small amounts in young Camembert. Furthermore, its production is bound to P. camemberti metabolism, appears only late in cheese ripening and is a result of the secondary metabolism (Spinnler et al., 1992). Even-chain methyl ketones, except for butan-2-one, are probably produced by intra-chain oxidation. They are never present in large amounts, except in very ripe cheese. Camembert made from raw milk contains more even-chain methyl ketones and branched-chain methyl ketones. It was suspected by Karahadian et al. (1985a,b) that P. camemberti is capable of intra-chain oxidation of linoleic and linolenic acids, as are basidiomycetes (Chen and Wu, 1984). The principal enzymes believed to be involved are a lipoxygenase and a hydroperoxide-lyase, which are commonly present in moulds. Recently, Perraud and Kermasha (2000)
Surface Mould-ripened Cheeses
demonstrated that P. camemberti has lipoxygenase activity able to produce 9-, 10- and 13-hydroperoxy acids from polyunsaturated fatty acids. Perraud et al. (1999) also demonstrated lipoxygenase activity in G. candidum. Some aldehydes found in Camembert cheese, such as hexanal, heptanal and nonanal, are due to fat oxidation. Hexanal and (E)-hex-2-enal are known to give the green note of immature fruit. Their perception threshold in water is 9 and 24 txg kg-1, respectively (Ahmed et al., 1978). Octanal, nonanal, decanal and dodecanal are described by these authors as having an aromatic note, resembling orange. Their perception threshold in water is 1.4, 2.5, 2 and 0.5 Ixg kg-1, respectively.
Lactones Lactones found in Camembert are y-decalactone, 8-decalactone, y-dodecalactone and 8-dodecalactone. These compounds have also been identified in Blue cheeses (Gallois and Langlois, 1990). From an organoleptic point of view, lactones are generally characterised by very pronounced fruity notes (peach, apricot, coconut). 8-Lactones have a generally higher detection threshold than those of y-lactones. These thresholds are relatively low for y-octalactone, 7-decalactone and y-dodecalactone (7-11 Ixg kg -1 in water) and are lower for shorterchain lactones (Dufosse et al., 1994). Lactone precursors are hydroxylated fatty acids. The intra-molecular esterification happens under the action of pH and/or micro-organisms. The action of micro-organisms in the production of lactones has never been clearly demonstrated in cheese. Hydroxyacids, which are direct precursors of lactones, are present in triglycerides in milk. Lipases can liberate them and they are then cyclised to form lactones. Nevertheless, hydroxylated fatty acids can come from the normal catabolism of fatty acids and can be generated from unsaturated fatty acids by the action of lipoxygenases or hydratases. P. roqueforti spores can form 12-carbon lactones from long-chain saturated fatty acids (C18:1, C18:2). Chalier and Crouzet (1992) performed the bioconversion with spores of P. roqueforti using soya and copra oils as substrates. Flavour compounds produced from amino acid catabolism
The most common pathway, used by micro-organisms for amino acid breakdown, is Erhlich's pathway which leads to the production of branched-chain aldehydes, branched-chain alcohols or branched-chain acids from the branched-chain amino acids. Primary and secondary alcohols, along with ketones, are considered to be very important compounds in the
165
aroma of soft, mould-ripened cheeses. Regarding primary alcohols, 3-methylbutan-l-ol is present in relatively large quantities in Camembert and has an alcoholic, floral note. Phenyl-2-ethanol, with a perception threshold in a cheese base of 9 mg kg -1 and a characteristic rose floral note (Roger et al., 1988) and its ester, phenylethylacetate, play an important role in raw-milk Camembert where they are always present in important amounts (Dumont etal., 1974b). This alcohol is one of the major compounds in Camembert after 7 days of ripening, at a concentration of 1.15 mg kg -1. Its concentration stabilises at approximately 1 mg kg-1 at the end of ripening. It is lower than the detection threshold (9 mg kg -1) but is close to the detection threshold of the most sensitive panelist of the panel used in the study of Roger et al. (1988). In fact, these authors thought that phenylethanol and its esters have cumulative effects to give the perceptible floral note in certain Camembert cheeses. This alcohol is produced mainly during the first week of ripening, because it is, mainly, a metabolic product of yeasts (Lee and Richard, 1984). Ethanol, propan-2-ol, butan-2-ol, octan-2-ol and nonan-2-ol are also encountered in most soft cheeses. Eleven alcohols have been identified and quantified in two types of Brie. Ethanol and short-chain linear alcohols only have a limited aromatic role in cheese but are the precursors of several esters. By way of oxidative deamination or transamination, amino acids can be transformed to ot-ketoacids which can then be decarboxylated to aldehydes. The aldehydes can then be reduced to the corresponding primary alcohols or oxidised to acids. It has been shown in many models that the deamination/transamination step is very often a rate-limiting step in amino acid catabolism. Products arising from the reduction of aldehydes include 2-methylpropanol, 3-methylbutanol, 2-methylbutanol, 3-methylpropanol and phenylethanol. Production of phenylethanol from phenylalanine seems to be mainly performed by yeasts (Lee and Richard, 1984). In the same way, P. camernberti catabolises valine to 2-methylpropanol and leucine to 3-methylbutanol. The eight strains of G. candidum studied by Jollivet et al. (1994) produced isobutanol.
Aldehydes The main aldehydes found in Camembert are 2methylbutanal, 3-methylbutanal and benzaldehyde. These compounds, mostly at trace levels, are present as early as the first week of ripening in surface mouldripened cheeses like Brie and Camembert. Benzaldehyde is described as having an aromatic note reminicent bitter almond. Its detection threshold in water is 350 txg kg -1 (Buttery et al., 1988). With
166
Surface Mould-ripened Cheeses
detection thresholds in malt culture media of 0.1, 0.13 and 0.06 mg kg-1, respectively, 2-methylpropanal, 2-methylbutanal and 3-methylbutanal are also encountered in cheeses, including mould-ripened cheeses (Margalith, 1981). These compounds, can be oxidised to isobutyric, 2-methyl butyric and isovaleric acids. These acids are described as having a mild odour, reminicent of sweat. Aldehydes originate from amino acids either by transamination, leading to an cx-ketoacid which can be decarboxylated, or by chemical degradation. This last reaction is simple and can occur without enzymatic catalysis during ripening. Aldehydes are transitory compounds in cheese since they are transformed rapidly to alcohols or corresponding acids. Yeasts can contribute to the production of ethanal when alcohol dehydrogenase is less active than pyruvate decarboxylase. The biosynthesis pathway for benzaldehyde was determined recently by Nierop-Groot and de Bont (1999). It was shown that a chemical breakdown of phenylpyruvic acid is catalysed by divalent cations such as Mn 2+. This pathway seems also to be used for other amino acids, such as methionine, producing 2-methyl thioethanal which has a green-apple flavour (Yvon et al., 2001). Amines For some micro-organisms, the breakdown of amino acids starts by decarboxylation, with the production of (f.~LLIIIIL%.-O.
s
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in Camembert cheese, including methylamine, ethylamine, n-propylamine, isopropylamine, n-butylamine, 1-methylpropylamine, n-amylamine, iso-amylamine, anteiso-amylamine, n-hexylamine, ethanolamine, dimethylamine, diethylamine, dipropylamine and dibutylamine (Adda and Dumont, 1974). Dimethylamine has been detected in Camembert and in Blue cheeses at 0.811-1.623 mg kg-1 Nitrosamine have also been described in Camembert at a level of 25 nmol/10 g but has not been identified in Blue cheeses. We should keep in mind that ammonia, derived from amino acid deamination, is also an important element of Camembert aroma. P. camemberti, G. candidum and B. linens play major roles in ammonia production by deamination of amino acids (Karahadian and Lindsay, 1987). Many volatile amines are described as having fruity, alcoholic or varnish-like aroma notes. Ethylamine and butylamine have perception thresholds in water from 0.83 to 3.63 m g k g -1 and 0.24 to 13.9 m g k g -1 of free base, respectively (Laivg et al., 1978). Methylamine, dimethylamine and propylamine have perception thresholds in water of 182, 34.4 and 62.4 mg kg -1 of free base, respectively. Tertiary amines have much lower perception thresholds. Triethylamine,
with a fishy odour, is perceived at a concentration of 0.47 b~g kg -1 of free base in water. Some people have a specific anosmia for this amine which is a widespread pheromone in mammalian species. Amine biosynthesis Decarboxylation of amino acids leads to the production of CO2 and amines. This reaction needs the presence of pyridoxal-phosphate and co-enzyme. Decarboxylation of leucine gives isobutylamine, phenylalanine gives phenylethylamine and tyrosine gives tyramine. A low oxygen pressure favours these reactions. Amines are not final products but are subjected to oxidative deamination to form aldehydes. They can also be the starting point of compounds like N-isobutylacetamide encountered in Camembert, presumably by reaction with acetic acid. Catabolism of amino acid side chains
Indole ring Degradation of the side chains of tyrosine and of tryptophan by tyrosine-phenollyase and by tryptophan-indole lyase, respectively, leads to the formation of phenol and indole. Parliment etal. (1982) considered that phenol found in Limburger results from degradation of tyrosine by B. linens. The catabolism of tryptophan by B. linens has been recently studied by Ummadi and Weimer (2001). In model media, tryptophan was broken down to anthraniiic acid at a high rate. However, the physicochemical environment of ripening cheese is quite far from optimal conditions and these authors concluded that it is unlikely that B. linens could be responsible for faecal, putrid or meaty-brothy defects in Cheddar cheese. Sulfur compounds During their work on the identification of minor components present in aromatic extracts of Camembert, Dumont etal. (1976a,b) isolated four sulfur compounds from a fraction with a garlic flavour note: 2,4-dithiapentane, diethyldisulfide, 2,4,5-trithiahexane and 3-methylthio-2,4-dithiapentane. These authors also identified traces of a sulfur-containing alcohol, 3-methyhhiopropanol (or methionol), and ethyldisulfide. Other sulfur compounds are also found in Camembert cheese. Disulfides are generally absent from young cheeses. In these cheeses, a low level of proteolysis yields only a low level of sulfur amino acids, precursors of disulfides. In late ripening, sulfur compounds are quantitatively reduced and even disappear in some products. This can be explained by their high volatility. Nevertheless, in Brie cheese, Karaha(1985a) found sulfur compounds dian etal. (dimethyldisulfide, dimethyhrisulfide and methionol) only in aged Camembert cheeses with a growth of
Surface Mould-ripened Cheeses
Brevibacterium linens and other coryneform bacteria. Sulfur compounds found in cheeses are described as having a strong garlic or 'very ripe cheese' odour. Furthermore, these compounds have a very low detection threshold in water, from 0.02 Ixg kg -1 for methanethiol to 0.3 txg kg-1 for dimethylsulfide (Shankaranarayana et al., 1974). Sulfur compounds originate principally from methionine degradation, resulting from a carbon-sulfur bond cleavage by a methionine-y-demethiolase. This amino acid is a precursor of methanethiol which is itself the starting point for some other compounds, including dimethyldisulfide and dimethyltrisulfide. Many microorganisms are able to produce methanethiol from methionine. Among the ripening fungi many have this potential, such as P. camemberti, G. candidum and Y. lipolytica (Bonnarme etal., 2001; Spinnler etal., 2001). Molimard et al. (1997) have shown that some strains of G. candidum, although its growth was quite early in the ripening process, were able to change the characteristics of a Camembert cheese irrespective of which of the four strains of P. camemberti were used (Fig. 5). One strain of G. candidum caused the development of cabbage and cowshed notes. It was then shown that G. candidum growing in a curd medium enriched with methionine was able to accumulate a large variety of sulfur compounds, including various thioesters such as methyhhioacetate, methylthiopropionate, methyhhiobutyrate, methyhhioisobutyrate, methylthioisovalerate (MTIV) and methyhhiohexanoate (MTH; Berger et al., 1999a). These thioesters have various flavour notes, from cheesy (MTIV) to fruity (MTH; Berger etal., 1999b). Recently, the metabolism of G. candidum was explored and it was shown that this species, unlike B. linens, was able to accumulate 2-keto-4-methyhhiobutanoic acid as an intermediate in catabolism
167
(Bonnarme et al., 2001). The origins of different sulfurflavour compounds are summarised in Fig. 6. Smear bacteria have also been studied but mainly B. linens or Arthrobacter spp. (Bonnarme et al., 2000). Among these micro-organisms, coryneform bacteria, especially B. linens, are considered as the key agents in the production of sulfur compounds in cheeses in which they grow. The production of sulfur compounds by pure cultures of B. linens has been studied by Tokita and Hosono (1968) and Law and Sharpe (1978). Jollivet etal. (1994) studied the production of dimethyldisulfide by six out of eight strains of G. candidum in a cheese-based model system. It was recently shown that dimethylsulfide is produced by G. candidum using a separate pathway than methanethiol production from methionine (Demarigny et al., 2000).
Styrene Styrene has a very strong plastic-like odour. Its perception threshold in cream is 5 b~g kg -1. This compound has been described as a trace component in several cheeses, including Camembert (Dumont et al., 1974c). Adda et al. (1989) found an abnormally high quantity of styrene (5 m g k g -1) in Camembert with a pronounced celluloid taste. These authors demonstrated the role played by E camemberti in the production of this hydrocarbon. Spinnler et al. (1992) observed a correlation between the production of styrene and oct-l-en-3-ol in a minimal medium. These two compounds were produced after 15 days of culture, when there is no more glucose in the growth medium. Oct-l-en-3-ol is produced 2-3 days before styrene. 13C-styrene is produced from 13C-phenylalanine (Spinnler, unpublished data) suggesting that this amino acid is the precursor of styrene. Miscellaneous compounds
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Changes in the flavour profile of Camembert cheese made with a pure culture of R camemberti (strains P1-P4) or in association with G. candidum (strains G1-G3). Results where obtained with a trained panel (Molimard et aL, 1997).
Esters There is a great diversity of esters in cheese. Esters have been identified to the corresponding acids and alcohols present in Camembert. 2-Phenylethylacetate and 2-phenylethylpropanoate are qualitatively important in the flavour of Camembert cheese. On the seventh day of ripening, 2-phenylethylacetate is the principal compound in the aromatic profile, at a concentration of 4.6 mg kg -1 This concentration then decreases and stabilises around 1 mg kg -1 (Roger et al., 1988). Methylcinnamate, identified in Camembert by Moinas et al. (1975), seems to be particularly important in the aroma of this cheese. When varying the concentration of this compound in a neutral cheese base, to which heptan-2-one, heptan-2-ol, oct-l-en-3-ol,
168
Surface Mould-ripened Cheeses
L-Methionine (CH3S-CH2-CH2-CH(NH2)-COOH)
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Pathways for the catabolism of methionine by B. linens (left), in G. candidum the pathway using a transaminase and demethiolation of the KMBA (right) has been demonstrated but the existence of a methionine-y-lyase (left) cannot be excluded at the moment. ~, v~_ ~,_u,-,,,.,,-,~,,,.,...,,.,v~A,:,^ ~,_~.e,o_y_,~,,-.,~,y~thio butyric ~"~'~ H~,~^ o_~,,,4...... a_m..~,,,~,;,,_h,,~on,-,~,,o,-~..~_u'~a .~_u..t,, butyrate; AA, amino acids; FFA, free fatty acids; DMDS, dimethyl disulphide; DMTS, dimethyl trisulphide; GDH, glutamate dehydrogenase, ~I~-|~I~4~
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nonan-2-ol, phenol and butyric acid had been added, these authors developed a characteristic Camembert note. Most of the esters found in cheeses are described as having fruity, floral notes. The most-cited aromatic notes of these compounds are pineapple, banana, apricot, pear, floral, rose, honey and wine. Some of these esters have a very low perception threshold, e.g., isoamylacetate which is detectable in water to a concentration of 2 txg kg-1 (Piendl and Geiger, 1980). Low carbon number esters have a perception threshold approximately ten times lower than the corresponding alcohol. Esterification reactions occur between alcohols derived from lactose fermentation (ethanol) or from amino acid catabolism, and short- to medium-chain carboxylic acids. For example, acetates come from transesterification of alcohols with acetyl-CoA. These reactions are well-known detoxification reactions in media, enabling the elimination of toxic alcohols and carboxylic acids. A wide variety of enzymes are involved in esterification reactions, including carboxylesterases, which have a very wide range of substrates, and arylesterases, present in most of the micro-organisms which con-
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tribute to cheese ripening. Ester formation has been studied widely in fermented beverages in which they play an important aromatic role. Their production is due to yeast activity. In all cheeses, micro-organisms involved in ester production seem to be mainly yeasts. Production of esters occurs early during ripening. G. candidum is capable of producing numerous esters, some of which have a very pronounced melon odour. However, Latrasse et al. (1987) observed ester production by only one strain of G. candidum.
Terpenes Terpene alcohols such as 2-methylisoborneol (2-MIB) are produced by P. camemberti. 2-Methylisoborneol having a musty flavour but a very low detection threshold (0.1 lxg kg -1) is the reason for its role in the soft and the mould-ripened cheeses (Karahadian et al., 1985a,b).
Pyrazines Dimethylpyrazine and trimethylpyrazine were identified in Camembert by Dumont et al. (1976a,b). 2,5Dimethylpyrazine, which has a 'toasted hazel nut note', can be produced from threonine. 2-Methoxy-3-iso-
Surface Mould-ripened Cheeses
propylpyrazine comes from the degradation of L-valine, as demonstrated in Pseudomonas taetrolens (Gallois, 1984). This pyrazine is responsible for an aroma defect in Camembert, in which it causes a rotten soil, raw potato note. Its perception threshold is very low (0.002 Ixg kg -1 in a milk medium) and therefore it is important when present, even in very low amounts. Volatile contaminants
Many chlorinated compounds, present at trace levels, have been found in Camembert including chloroform, carbon tetrachloride, dichloroethane, trichloroethane, tetrachloroethylene, dichlorobenzene and trichlorobenzene. For those compounds, an external origin is likely: pesticide, cleaning agents, pollution or artefacts due to solvent extraction during analysis. Likewise, benzene and its derivatives have been identified, e.g., ethylbenzene, dimethylbenzene, trimethylbenzene, and the one derivative of toluene. Most of the studies demonstrating the presence of traces of these compounds have been done on extracts obtained by the use of solvents, where the origin of these compounds is likely to be impurities in the solvent used. But the recent intensive use of dynamic headspace confirms the occurrence of these compounds in cheeses, the fat of which is a good trap for these volatiles (Spinnler, 2003). Among the large number of compounds present in the volatile fraction of Camembert, methyl ketones and alcohols (oct-l-en-3-ol, 2-phenylethanol, etc.), as well as 2-phenylethanol acetate, are quantitatively the most important. These products, along with sulfur compounds, play an important role in the aromatic note of this cheese. On the other hand, we have very little knowledge at this time on the aromatic importance of most of the molecules often present at trace levels in this cheese. At present, it is not possible to say which compounds determine the organoleptic quality of these cheeses. The aroma of soft and mouldripened cheeses is, in fact, the result of a subtle and fragile equilibrium between all the numerous volatile compounds they contain.
The outer part of Camembert undergoes considerable modification of texture, and the curd which is firm and brittle at the beginning of ripening, later becomes soft. Softening is visible in a cross-section of the cheese and gradually extends towards the centre. The water content of Camembert is about 55% and, if it is too high, the outer part tends to flow when the ripe cheese is cut. These changes were previously attributed to the high level of proteolysis created by P. camemberti.
169
However, the diffusion of fungal proteases is limited and can affect only the outer few millimetres. The most important change caused by P camemberti and the surface flora is the establishment of a pH gradient from the surface to the centre due to the consumption of lactic acid and the production of ammonia (Fig. 7). This pH gradient can be simulated by incubating young Camembert (3 days of ripening without inoculation with Penicillium) in an ammoniacal atmosphere. The ammonia dissolves in the curd and, after equilibration, the pH gradient established is expressed by cheese softening; this process is more evident near the surface where the pH is highest (Vassal et al., 1984). Increasing the pH, therefore, plays an important role causing the cheese to soften. This may be explained by the fact that the increase in pH augments the net charge on caseins and modifies protein-protein and protein-water interactions. It also changes the water absorption capacity and the solubility of the caseins. According to Noomen (1983), the physico-chemical conditions (water content and pH) in Camembert alone cannot explain softening, which could also be related to rennet action. Indeed, experimental cheeses, containing no rennet and incubated in an ammoniacal atmosphere, do not soften but become hard and springy, while cheese with rennet activity softens. The softening of Camembert could thus be explained by three processes: breakdown of %l-casein by rennet, increase in pH caused by the surface flora and to the outward migration of Ca 2+ in response to the pH gradient (see Fig. 7).
The choice of the P. camemberti strain is important in the production of soft surface mould-ripened cheeses. However, the proteolytic activity of the different strains does not vary as much as their lipolytic and [3-oxidative activities (Lenoir and Choisy, 1970; Lamberet et al., 1982). The choice of a P. camemberti strain is also guided by the growth rate, colour, density and height of the mycelium, which contribute to the appearance and attractiveness of surface mould cheeses. Salting has a selective effect on the mould in soft cheeses. Too much salting limits the growth of G. candidum, while the growth of P. camemberti is much less affected. In whey culture, the growth of P. camemberti is slowed down when 10-15% salt is present. Conversely, too little salt, combined with insufficient draining, causes excessive growth of G. candidum and hinders the implantation of Penicillium, giving defective cheese; this defect is called 'toad skin'. Under-salting may also favour the surface implantation of Rhizomucor, altering
170
Surface Mould-ripened Cheeses
Inner cheese mass = 8-14 mm; sub-rind = 0-6 mm and cheese rind = 1-3 mm
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the appearance of the cheese; this defect is called 'cat hair'. Reducing the water activity by higher salting and using a Penicillium strain that implants quickly helps to correct this defect (Choisy et al., 1984). Salting also influences the activity of Penicillium enzymes, and at 4% it reduces the degree of proteolysis in Camembert V~
unsalted control). The effects of humidity and temperature in the ripening room on the growth of P. camemberti and the quality of Camembert-type cheese have been described by von Weissenfluh and Puhan (1987). The production of soft surface mould-ripened cheeses using milk highly contaminated with psychotrophic bacteria leads to organoleptic defects. The lipolytic activity of these bacteria is expressed by increased lipolysis and a rancid taste; bitterness has also been reported (Dumont et al., 1977). Listeria monocytogenes is able to survive the Camembert cheesemaking process and grow during ripening of the cheese. Control of L. monocytogenes (not detectable in 25 g of cheese) is obtained by the selection of good quality milk, adequate heat treatment and avoiding contamination during cheesemaking through good hygienic practices (good equipment design and appropriate cleaning and disinfection). Bacteriocin-producing lactic acid bacteria can also be used for cheesemaking. The number of L. monocytogenes in curd can be reduced very much by using strains of Lc. lactis that produce nisin (Maisnier-Patin et al., 1992). As mentioned above, uncontrolled development of G. candidum causes defects in the appearance and the taste of cheese, even though this mould probably contributes
significantly to the taste qualities of Camembert. Some strains of G. candidum clearly improve the taste and the aroma of Camembert cheese made from pasteurised milk. Their controlled growth results in a more typical Camembert flavour, close to that of traditional Camembert (Molimard et al., 1997). As in all cheeses, acidifi~..; ..,...,,~ . . . . f L~t, L L U L L UL
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by controlling syneresis and the degree of mineralisation. When acidification is too high, the Camembert curd is too dry and brittle and enzyme activities are limited; insufficient acidification results in a cheese, the moisture content of which is too high at the end of ripening. The last 20 years have witnessed an increasing interest in 'stabilised' cheeses. Washing the curd permits a higher pH to be obtained at the end of draining. This gives a less demineralised cheese that seems more ripe than a traditional cheese of the same age. These cheeses made from pasteurised milk have a milder taste and keep better than Camembert made using the traditional technology. This could be due to more limited activity of P. camemberti, perhaps because of the lower levels of available lactose and lactate. Due to their higher pH, these products are more sensitive to coliform bacteria. An investigation in France by Pelissier etal. (1974) showed that mould-ripened cheeses are more sensitive to bitterness than other varieties and the intensity of this defect may cause considerable damage to cheese quality. More recently, Molimard et al. (1994) have shown that G. candidum is able to ameliorate this defect, possibly due to its very efficient peptidase system compared to P. camemberti, which is more proteolytic than peptidolytic. P. camem-
Surface Mould-ripened Cheeses
berti plays a crucial role in the appearance of bitterness
in Camembert. Excessive growth of the mycelium can lead to the defect; if Penicillium growth is limited by the presence of G. candidum or by incubating the cheese in an ammoniacal atmosphere, proteolysis is reduced and the defect does not occur. Therefore, this defect could occur when there is too much proteolysis by Penicillium proteases (Vassal and Gripon, 1984). The level of rennet used and its augmentation does not seem to cause bitterness, perhaps because the pH of Camembert does not favour the action of rennet proteinases at the end of ripening. Lactic acid bacteria and their proteinases have also been reported to affect the occurrence of bitterness. The defect appears when a high population of lactic acid bacteria is present in the curd; on the other hand, if these populations are reduced (for example, by infection with bacteriophage), bitterness does not occur (Martley, 1975). This seems to be related to the degree of curd acidification, since the probability of bitterness is increased if the pH is low at the end of draining (Vassal, personal communication). Bitterness might not result directly from high amounts of lactic acid bacteria but could be related to Penicillium, the growth of which, and protease production, might be higher in very acid curds. In Camembert cheese, another very important point is mass transfer in the curd, from the core of the cheese to the surface or in reverse from the surface to the core. Due to different parameters such as relative humidity, lactate concentration gradient, moisture gradient, pH gradient and microbial activity, lactate migrates from the core to the surface leading to deacidification from the surface towards the core (Fig. 7). This deacidification changes the texture under the rind and even inside the curd. The faster the migration, the quicker is the ripening of Camembert. The stimulation of the microflora activity may lead to an exhaustion of their usual substrates, lactose and lactate. In that case, proteins and lipids are broken down, and is one of the possible reasons for the production, by P. camemberti, of styrene or 1-octen-3-ol. This risk increases when the ripening temperature is abnormally high or when the curds have been washed (stabilised curd technology; Spinnler et al., 1992).
The particular characteristics of P. camemberti are expressed in surface mould-ripened cheeses, giving the cheeses their characteristic appearance and contributing to the development of the rheological and sensory qualities. However, the secondary micro-flora contribute to the attainment of the traditional quality
171
of this variety. Great progress has been made during the last 20 years in our knowledge of the mechanisms of ripening in surface mould-ripened cheeses. However, the processes are very complex and no close relationship can yet be seen between the composition and the quality of mould-ripened cheese. While studies on traditional mould-ripened cheeses should not be abandoned, it should be remembered that more cheeses are now being produced in large, automated factories. The good quality of these products must be maintained, taking into account consumer taste, which often favours rather mild products. Improving the storage life of surface mould-ripened soft cheese should also make it easier to distribute and to expand its production.
Adda, J. and Dumont, J.P. (1974). Les substances responsables de l'arOme des fromages a pate molle. Lait 54, 1-21. Adda, J., Dekimpe, J., Vassal, L. and Spinnler, H.E. (1989). Production de styrene par Penicillium camemberti Thom. Lait 69, 115-120. Ahiko, K., Iwasawa, S., Ulda, M. and Nigata, N. (1981). Studies on acid carboxypeptidase from Penicilium caseicolum: II. Hydrolysis of bitter peptides by acid carboxypeptidases and large scale preparation of the enzyme. Report of Research Laboratory, Snow Brand Milk Products Co. 77, 135-140.
Ahmed, E.M, Dennison, R.A., Dougherty, R.H. and Shaw, P.E. (1978). Flavor and odor thresholds in water of selected orange juice components. J. Agric. Food Chem. 26, 187-191. Baroiller, C. and Schmidt, J.-L. (1990). Contribution a l'~tude de l'origine des levures du fromage de Camembert. Lait 70, 67-84. Berger, C., Khan, J.A., Molimard, P., Martin, N. and Spinnler, H.E. (1999a). Production of sulfur flavors by 10 strains of G. candidum. Appl. Environ. Microbiol. 65, 5510-5514. Berger, C., Martin, N., Collin, S., Gijs, L., Khan, J.A., Piraprez, G., Spinnler, H.E. and Vulfson, E.N. (1999b). Combinatorial approach to flavor analysis: II. Olfactory investigation of a library of S-methyl thioesters and sensory evaluation of selected components. J. Agric. Food Chem. 47, 3274-3279. Bertolini, M.C., Schrag, J.P., Cygler, M., Ziomek, E., Thomas, D.Y. and Vernet, T. (1995). Expression and characterization of Geotrichum candidum lipase I gene. Comparison of specificity profile with lipase II. Eur.J. Biochem. 228,863-869. Bolotin, A., Wincker, P., Mauger, S., Jaillon, O., Malarme, K., Weissenbach, J., Ehrlich, D. and Sorokin, A. (2001). The complete genome sequence of the lactic acid bacterium Lactococcus lactis ssp. lactis IL1403. Genome Res. 11, 731-753. Bonnarme, P., Psoni, L. and Spinnler, H.E. (2000). Diversity of L-methionine catabolism pathways in cheese-ripening bacteria. Appl. Environ. Microbiol. 66, 5514-5517.
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Surface Mould-ripened Cheeses
Bonnarme, P., Arfi, K., Dury, C., Helinck, S., Yvon, M. and Spinnler, H.E. (2001). Sulfur compound production by G. candidum from methionine: importance of the transamination step. FEMS Microbiol. Lett. 205,247-252. Buttery, R.G., Turnbaugh, J.G. and Ling, L.C. (1988). Contribution of volatiles to rice aroma. J. Agric. Food Chem. 36, 1006-1009. Chalier, P. and Crouzet, J. (1992). Production of lactones by P. roqueforti. Biotechnol. Lett. 14, 275-280. Chen, C.C. and Wu, C.M. (1984). Studies on the enzymatic reduction of 1-octen-3-one in mushroom (Agaricus bisporus). J. Agric. Food Chem. 32, 1342-1344. Choisy, C., Desmazeaud, M., Gueguen, M., Lenoir, J., Schmidt, J.-L. and Tourneur, C. (1984). Cheese ripening: microbial phenomena, in, Cheesemaking: From Science to Quality Assurance, A. Eck and J.C. Gillis, eds, Lavoisier, Paris. pp. 353-411. Christensen, J.E., Dudley, E.G., Pederson, J.A. and Steele, J. (1999). Peptidases and amino acid catabolism in lactic acid bacteria. Antonie van Leeuwenhoek 7,217-246. CNIEL (2002). EEconomie Laiti~.re en Chiffre, CNIEL Ed., Paris. Creuly, C., Larroche, C. and Gros, J.B. (1992). Bioconversion of fatty acids into methyl ketones by spores of Penicillium roqueforti in a water-organic solvent, two-phase system. Enzyme Microb. Technol. 14, 669-678. Dartey, C.K. and Kinsella, J.E. (1973). Metabolism of [U-14C]lauric acid to methyl ketones by the spores of Penicillium roqueforti. J. Agric. Food Chem. 21, 933-936. Demarigny, Y., Berger, C., Desmazures, N., Gueguen, M. and Spinnler, H.E. (2000). Flavour sulphides produced from methionine by two different pathways by G. candidum. J. Dairy Res. 67,371-380. Desmazeaud, M., Gripon, J.C., Le Bars, D. and Bergere, J.L. (1976). Etude du r~31e des microorganismes et des enzymes au cours de la maturation des fromages. III. Influence des microorganisms. Lait 56,379-396. Dufosse, L., Latrasse, A. and Spinnler, H.E. (1994). Importance des lactones dans les arOmes alimentaires: structures, distribution, propriet~s sensorielles et biosynthese. Sci. Alim. 14, 17-50. Dumont, J.P., Roger, S. and Adda, J. (1974a). Etude des composes volatils neutres presents dans les fromages /~ pate molle et crot?te lavee. Lait 54, 31-43. Dumont, J.P., Roger, S., Cerf, P. and Adda, J. (1974b). Etude des composes neutres volatils presents dans le Camembert. Lair 54, 501-516. Dumont, J.P., Roger, S., Cerf, P. and Adda, J. (1974c). Etude des composes volatils neutres presents dans le Vacherin. Lait 54, 243-251. Dumont, J.P., Degas, C. and Adda, J. (1976a). EAr~Sme du Pont l'Eveque. Mise en evidence de constituants volatils quantitativement mineurs. Lait 56, 177-180. Dumont, J.P., Roger, S. and Adda, J. (1976b). EArOme du camembert: autres composes mineurs mis en evidence. Lait 56, 595-599. Dumont, J.P., Delespaul, G. Miguot, B. and Adda, J. (1977). Influence des bacteries psychrotrophes sur les qualities organoleptiques des fromages /t pate molle. Lait 57, 619-630.
Fan, T.Y., Hwang, D.H. and Kinsella, J.E. (1976). Methyl ketone formation during germination of Penicillium roqueforti. J. Agric. Food Chem. 24, 443-448. Foissy, H. (1974). Examination of Brevibacterium linens by an electrophoretic zymogram technique. J. Gen. Microbiol. 80, 197-207. Foissy, H. (1978). Aminopeptidase from Brevibacterium linens. Production and purification. Milchwissenchaft 33, 221-223. Gallois, A. (1984). Biosynthi~se de la M~.thoxy-2-Isopropyl3-Pyrazine par Pseudomonas taetrolens. Doctoral Thesis, INRA. Paris-Grignon, France. Gallois, A. and Langlois, D. (1990). New results in the volatile odorous compounds of French cheese. Lait 70, 89-106. Gueguen, M. and Lenoir, J. (1975). Suitability of Geotrichurn candidum for production of proteolytic enzymes. Lait 55, 621-629. Gueguen, M. and Lenoir, J. (1976). Caracteres du systeme proteolytic de Geotrichum candidum. Lait 56,439-448. Ha, J.K. and Lindsay, R.C. (1991). Contribution of cow, sheep and goat milks to characterizing branched chain fatty acids and phenolic flavors to varietal cheeses. J. Dairy Sci. 74, 3267-3274. Hassouna, M. and Guizani, N. (1995). Evolution de la flore microbienne et des caracteristiques physico-chimiques au cours de la maturation du fromage Tunisien de type camembert fabrique avec du lait pasteurise. Microbiol. Hyg. Alim. 18, 14-23. Hayashi, K. and Law, B. (1989). Purification and characterization of two aminopeptidases produced by Brevibacterium linens. J. Gen. Microbiol. 135, 2027-2034. Hayashi, K., Cliffe, A.J. and Law, B. (1990). Purification and characterization of five serine proteinases produced by Brevibacterium linens. Int. J. Food Sci. Technol. 25,180-187. Irlinger, E and Bergere, J.L. (1999). Use of conventional biochemical tests and analyses of ribotype patterns for classification of micrococci isolated from dairy products. J. Dairy Res. 66, 91-103. Irlinger, E, Morvan, A., El Sohl, N., Bergere, J.L. (1997). Taxonomic characterization of coagulase-negative staphylococci in ripening flora from traditional French cheeses. Syst. Appl. Microbiol. 20, 319-328. Jollivet, N., Chateaud, J., Vayssier, Y., Bensoussan, M. and Belin, J.M. (1994). Production of volatile compounds in model milk and cheese media by eight strains of Geotrichum candidum Link. J. Dairy Res. 61,241-248. Karahadian, C. and Lindsay, R.C. (1987). Integrated roles of lactate, ammonia and calcium in texture development of mold surface-ripened cheese. J. Dairy Sci. 70, 909-918. Karahadian, C., Josephson, D.B. and Lindsay, R.C. (1985a). Volatile compounds from Penicillium sp. contribiting musty-earthy notes to Brie and Camembert cheese flavors. J. Agric. Food Chem. 33,339-343. Karahadian, C., Josephsorl, D.B. and Lindsay R.C. (1985b). Contribution of Penicillium sp. to the flavors of Brie and Camembert cheese. J. Dairy Sci. 68, 1865-1877. Kinsella, J.E. and Hwang, D.H. (1976). Biosynthesis of flavors by Penicilliurn roqueforti. Biotechnol. Bioeng. 18, 927-938. Kuzdzal-Savoie, S. arid Kuzdzal, N. (1966). Etude comparee des acides gras non volatils libres et esterifies dans les
Surface Mould-ripened Cheeses
fromages. Proc. XVII Int. Dairy Cong., Munich, Vol. D2. pp. 335-349. Laivg, D.G., Panhuber, H. and Baxter, R.I. (1978). Olfactory properties of amines and n-butanol. Chem. Sens. Flavour 3, 149-166. Lamberet, G. and Lenoir, J. (1976). Les caracteres du systeme lipolytique de l'espece Penicillium caseicolum: purification et propri4t4 de la lipase majeure. Lait 56, 622-644. Lamberet, G., Auberger, B., Canteri, C. and Lenoir, J. (1982). EAptitude de Penicillium caseicolum it la degradation oxidative des acides gras. Revue Laitiere Fran~aise 406, 13-19. Latrasse, A., Dameron, P., Hassani, H. and Staron, T. (1987). Production d'un arOme fruit~ par Geotrichum candidum (Staron). Sci. Alim. 7,637-645. Law, B.A. and Sharpe, M.E. (1978). Formation of methanethiol by bacteria isolated from raw milk and Cheddar cheese. J. Dairy Res. 45,267-275. Leclercq-Perlat, M.N., Oumer, A., Bergere, J.L., Spinnler, H.E. and Corrieu, G. (1999). Growth of Debaryomyces hansenii on a bacterial surface-ripened cheese. J. Dairy Res. 66, 271-281. Leclercq-Perlat, M.N., Buono, E, Lambert, D., Latrille, E., Spinnler, H.E. and Corrieu, G. (2003). Controlled production of Camembert-type cheeses. Part I: Microbiological and physicochemical evolutions. J. Dairy Res., submitted for publication. Lee, C.W. and Richard, J. (1984). Catabolism of L-phenyalanine by some microorganisms of cheese origin. J. Dairy Res. 51, 461-469. Le Graet, Y., Lepienne, A., Brul4, G. and Ducruet, P. (1983). Migration du calcium et des phosphates inorganiques dans les fromages/l pittes molles de type Camembert au cours de l'affinage. Lait 63,317-332. Lenoir, J. (1970). Eactivite proteasique dans les fromages it pitte molle de type Camembert. Revue Laitiere Fran~aise 275, 231-236. Lenoir, J. (1984). The Surface Flora and its Role in the Ripening of Cheese. Bulletin 171, International Dairy Federation, Brussels. pp. 3-20. Lenoir, J. and Choisy, C. (1970). Aptitude de l'espece Penicillium caseicolum it la production d'enzymes prot4olytiques. Lait 51,138-157. Maisnier-Patin, S., Deschamps, N., Tatini, S.R. and Richard, J. (1992). Inhibition de Listeria monocytogenes dans du Camembert fabriqu4 avec un levain producteur de nisine. Lait 72,249-263. Margalith, P.Z. (1981). Dairy products, in, Flavor Microbiology, R.A. Magalitz, ed., C.C. Thomas Publisher, Springfield, Illinois, USA. pp. 32-118. Martley, E (1975). Comportement et r01e des streptocoques lactiques du levain en fabrication de Camembert. Lait 55, 310-323. Matsuoka, H., Fuka, Y., Kaminogawa, S. and Yamauchi, K. (1991). Purification and debittering effect of aminopeptidase II from Penicillium caseicolum. J. Agric. Food Chem. 39, 1392-1395. Miettinen, S.M., Tuorila, H., Piironen, V., Vehkalahti, K., Hyvonen, L. (2002). Effect of emulsion characteristics on the release of aroma as detected by sensory evaluation,
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static headspace gas chromatography, and electronic nose. J. Agric. Food Chem. 50, 4232-4239. Moinas, M., Groux, M. and Horman, I. (1973). La flaveur des fromages. I.- Une methodologie nouvelle d'isolement de constituants volatils. Application au Roquefort et au Camembert. Lait 53,601-609. Moinas, M., Groux, M. and Horman, I. (1975). La flaveur des fromages. III.- Mise en evidence de quelques constituants mineurs de l'ar0me du Camembert. Lait 55, 414-417. Molimard, P. and Spinnler, H.E. (1996). Review: Compounds involved in the flavor surface mold ripened cheeses: Origins and properties. J. Dairy Sci. 79, 169-184. Molimard, P., Lesschaeve, I., Bouvier, I., Vassal, L., Schlich, P., Issanchou, S. and Spinnler, H.E. (1994). Amertume et fractions azot~es de fromages/~ pitte molle de type Camembert: r01e de l'association de Penicillium camemberti avec Geotrichum candidum. Lait 74, 361-374. Molimard, P., Lesschaeve, I., Issanchou, S., Brousse, M. and Spinnler, H.E. (1997). Effect of the association of surface flora on the sensory properties of mould ripened cheese. Lait 77, 181-187. Moreau, C. (1979). Nomenclature des Penicillium utiles/t la preparation du Camembert. Lait 59, 219-233. Nierop-Groot, M.N. and de BontJ.A.M. (1999). Involvement of manganese in conversion of phenylalanine to benzaldehyde by lactic acid bacteria. Appl. Environ. Microbiol. 65, 5590-5593. Noomen, A. (1983). The role of the surface flora in the softening of cheeses with a low initial pH. Neth. Milk Dairy J. 37, 229-232. Okumura, J. and Kinsella, J.E. (1985). Methyl ketone formation by Penicillium camemberti in model systems. J. Dairy Sci. 68, 11-15. Overbosch, P., Afterof, G.M. and Haring, P.G.M. (1991). Flavour release in the mouth. Food Rev. Int. 7, 137-184. Parliment, T.H., Kolo, M.J. and Rizzo, D.J. (1982). Volatile components of Limburger cheese. J. Agric. Food Chem. 30, 1006-1008. Pelissier, J.P., Mercier, J.C. and Ribadeau-Dumas, B. (1974). Problem of bitter flavor in cheese. Revue Laiti~re Fran~aise 325,817-821. Perraud, X. and Kermasha, S. (2000). Characterization of lipoxygenase extracts from Penicillium sp. J. Am. Oil. Chem. Soc. 77,335-342. Perraud, X., Kermasha, S. and Bisakowski, B. (1999). Characterization of lipoxygenase extract from G. candidum. Process Biochem. 34, 819-827. Piendl, A. and Geiger, E. (1980). Technological factors in the formation of esters during fermentation. Brewers' Digest 55, 26-38. Ratledge (1984). Microbial conversions of alkanes and fatty acids. J. Am. Oil Chem. Soc. 61,447-453. Rattray, EP. and Fox, P.E (1997). Purification and characterisation of an intracellular aminopeptidase from Brevibacterium linens ATCC 9174. Lait 77, 169-180. Rattray, EP. and Fox, P.E (1999). Aspects of enzymology and biochemical properties of Brevibacterium linens relevant to cheese ripening: a review. J. Dairy Sci. 82, 891-909.
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Rattray, EP., Bockelmann, W. and Fox, RE (1995). Purification and characterisation of an extracellular proteinase from Brevibacterium linens ATCC 9174. Appl. Environ. Microbiol. 61, 3454-3456. Rattray, RE, Fox, RE and Healy, A. (1996). Specificity of an extracellular proteinase from Brevibacterium linens ATCC 9174 on bovine Otsl-casein. Appl. Environ. Microbiol. 62, 501-506. Roger, S., Degas, C. and Gripon, J.C. (1988). Production of phenyl ethyl alcohol and its esters during ripening of traditional Camembert. Food Chem. 28, 129-140. Rothe, M., Engst, W. and Erhardt, V. (1982). Studies on characterization of blue cheese flavour. Nahrung 26, 591-602. Schmidt, J.L. (1982). Proteolytic activity of yeast isolated from Camembert. Proc. XXI Intern. Dairy Congr. (Moscow), Vol. 1, p. 365. Shankaranarayana, M.L., Raghavan, B. Abraham, K.O. and Natarajan, C.P. (1974). Volatile sulfur compounds in food flavours. CRC Crit. Rev. Sci. Technol. 4,395-435. Spinnler, H.E. (2003). Off flavours due to interactions between food components, in, Taint and Off-flavours in Food, B. Baigrie, ed., Woodhead Publish. Ltd, Cambridge. pp. 176-186. Spinnler, H.E., Grosjean, O. and Bouvier, I. (1992). Effect of culture parameters on the production of styrene (vinyl benzene) and 1-octene-3-ol by Penicillium caseicolum. J. Dairy Res. 59,533-541. Spinnler, H.E., Berger, C., Lapadatescu, C. and Bonnarme, P. (2001). Production of sulfur compounds by several yeasts of technological interest for cheese ripening. Int. Dairy J. 11,245-252. Stackebrandt, E., Rainey, EA. and War-Rainey, N.L. (1997). Proposal for a new hierarchic classification system Actinobacteria classis nov. Int. J. Syst. Bacteriol. 47, 479-491. Teranishi, R., Buttery, R.G. and Guadagni, D.G. (1981). Some properties of odoriferous molecules, in, Flavour 81,
P. Schreir, ed., Walter-de-Gruyter, Berlin, Germany. pp. 133-143. Tokita, E and Hosono, A. (1968). Studies on and behaviour of the amines produced by Brevibacterium linens. Milchwissenchaft 23, 690-693. Ummadi, M. and Weimer, B.C. (2001). Tryptophan catabolism in Brevibacterium linens as a potential cheese flavor adjunct. J. Dairy Sci. 84, 1773-1782. Vanbelle, M., Vervack, W. and Foulon, M. (1978). Composition en acides gras superieurs de quelques types de fromages consommes en Belgique. Lait 58,246-260. Vassal, L. and Gripon, J.-C. (1984). EAmertume des fromages a pate molle de type Camembert: r01e de la presure et de Penicillium caseicolum, moyens de la contr61er. Lait 64, 397-417. Vassal, L., Monnet, V., Roux, C., Le Bars, D. and Gripon, J.C. (1984). Relation entre le pH, la composition chimique et la texture des fromages de type Camembert. Lait 66, 341-351. Veeraragavan, K., Colpitts, T. and Gibbs, B.E (1990). Purification and characterisation of two distinct lipases from Geotrichum candidum. Biochim. Biophys. Acta 1044, 26-33. von Weissenfluh, A. and Puhan, Z. (1987). The effect of environmental conditions in the ripening room on the growth of Penicillium camemberti and the quality of Camembert cheese. Schweiz. Milchwitschaft Forsch. 16, 37-44. Wendin, K., Risberg Ellekjaer, M., Solheim, R. (1999). Fat content and homogeneisation effects on flavour and texture of Mayonnaise with added aroma. Lebensm. Wiss. Technol. 32,377-383. Yvon, M., Bonnarme, P., Chambellon, E., Semon, E., Spinnler, H.E. (2001). Transamination reactions initiates the methionine conversion to methylacetaldehyde by Lc. lactis. Proceedings of NIZO Dairy Conference on Food Microbes, Ede, p. 36.
Blue Cheese M.D. Cantor, Danisco A/S, Innovation, Denmark T. van den Tempel, Chr. Hansen A/S, Cheese Culture Technology, Denmark T.K. Hansen Leo Pharma A/S, Microbiological Research Laboratory, Denmark Y. Ard6, The Royal Veterinary and Agricultural University, Department of Dairy and Food Science, Frederiksberg, Denmark
Blue cheeses are characterised by the growth of the mould Penicillium roqueforti, giving them their typical appearance and flavour. Many countries have developed their own types of Blue cheese, each with different characteristics (Table 1) and involving different manufacturing methods (Fig. 1). The bestknown varieties today, worldwide, are considered to be Gorgonzola, Roquefort, Stilton and Danablu, all of which have been granted the status of Protected Designation of Origin/Protected Geographical Indication (PDO/PGI), together with a number of other European Blue cheeses. Blue cheeses have probably been produced for a long time, either deliberately or by accident, before they were described in writing. Gorgonzola was the first Blue-veined cheese to be mentioned in the literature, in 879, while Roquefort was described in customs papers in 1070; however, already in the eighth century chronicles from monasteries mention the transport of Roquefort across the Alps (Kloster, 1980). Stilton was not mentioned until the seventeenth century. In Denmark, the production of Danablu and Mycella, Blue cheeses from cow's milk, started in the 1870s. In 1916, a method for homogenising the cream was developed and used for the production of Danablu, making the cheese as white as the traditional Roquefort made from sheep's milk. Additionally, homogenisation influences ripening by accelerating lipolysis. As Blue cheeses are becoming more and more popular, there has been increased interest in the scientific characterisation of the various types. This chapter aims to review the present knowledge of different aspects of Blue cheese ripening, emphasising changes in the microenvironment, micro-organisms that contribute to ripening and various biochemical changes, i.e., lipolysis, proteolysis and aroma formation. Finally, recommendations for the selection of appropriate starter and mould cultures, as well as new, possible adjunct cultures, will be discussed.
The microenvironment in Blue cheese is, in general, heterogeneous with pronounced gradients of pH, salt, water activity (aw), etc. The ripening temperature is typically 8-15 ~ depending on the variety. Furthermore, there are considerable structural differences within these cheeses, which influence the level and distribution of 02 and CO2. These parameters and their changes during the course of ripening have a great impact on the growth and biochemical activity of the various micro-organisms present in the cheese and thereby the quality of the final product. Therefore, knowledge of the levels encountered at different ripening times is important in order to construct realistic model systems. The minimum pH of Blue cheese ranges from approximately 4.6-4.7 in Danablu (Hansen, 2001), Mycella (Hansen et al., 2001) and Stilton (Madkor et al., 1987a) to 5.15-5.30 in Gorgonzola (Gobbetti etal., 1997), Picon Bejes-Tresviso (Prieto et al., 1999, 2000) and Cabrales (Alonso et al., 1987). The conversion of lactose to lactic acid by the lactic acid bacteria (LAB) of the primary starter culture is facilitated by the manufacturing procedure; the curd is very moist when placed in hoops and no pressure is applied during whey drainage (2-3 days), giving the LAB access to large amounts of lactose. The amount of residual lactose decreases very quickly. In 15-day-old Gamonedo Blue cheese, the lactose content was only 0.15% of total solids (Gonzalez de Llano et al., 1992) whereas 0.9% lactose was found in 1-day-old Picon Bejes-Tresviso cheese, after which it was no longer detectable (Prieto et al., 2000). During ripening, the pH of Mycella increases to 6.5 in the core and to 5.9 in the surface layer (Hansen et al., 2001). Similar values were found in Danablu, as depicted in the partial least squares (PLS) plot in Fig. 2 (Hansen, 2001), and for other varieties of Blue cheeses (Zarmpoutis et al., 1997). However, higher pH values have been reported as well (Gonz/tlez de Llano et al., 1992; Zarmpoutis et al., 1996, 1997; Gobbetti et al., 1997). The pH of the interior rises more rapidly than
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
176
Blue Cheese
A few examples of Blue cheeses and the range in reported gross composition
Name
Origin
Cabrales x Chetwynd Danablu x Gamonedoa
Spain Ireland Denmark Spain
Gorgonzola x Kopanisti x
Italy Greece
Kvibille ,~,del Pic6n Bejes-Tresviso x
Sweden Spain
Roquefort x Stiltonx
France Great Britain
Type of milk used for production Raw cows' milk Pasteurised cows' milk Thermised cows' milk Raw cows', goats' and ewes' milk Pasteurised cows' milk Raw cows', goats' or ewes' milk or a mixture of these Pasteurised cows' milk Raw cows' milk or raw cows' and raw ewes' milk Raw ewes' milk Pasteurised cows' milk
% moisture
% fat
% protein
% NaCl
Reference
35.4-41.6 49.2-50.2 42.7-47.3 33-40.4
33.8-38.2 26 29-31 29.2-32.3
20.4-23.6 19.3-20.8 18.5-23.9 23.3-27.5
1.8-3.4 3.2-3.8 3-3.9 3.1-4.9
2 4 1,4,9,11 3
42.2-49.6 44.6-69.4
29.6-31 13-30
19-22.9 14.2-27
1.6-2.9 1-4.7
4,5,9 12
43 36.9-41.5 40.4-45.1 42-44 37-41.6
29 36.7-40.4 30.6-34.1 29 32-35.2
21 20.3-23.1 20.8-23.8 20 21-28.7
3-4 1.8-2.1 3.2-4.4 4.1 2.2-2.7
6 7,8 10,11 1,4,9
x Cheeses with PDO/PGI. a Gamonedo cheeses are smoked for 3-4 weeks. 1" Madkor et al. (1987a); 2: Marcos et aL (1983); 3: Gonz&lez de Llano et al. (1992); 4: Zarmpoutis et aL (1997)" 5" Gobbetti et al. (1997); 6: Palmquist and Brelin (1993)" 7: Prieto et al. (1999)" 8: Prieto et al. (2000); 9: Muir et al. (1995); 10: Matsui and Yamada (1996); 11" de Boer and Kuik (1987); 12" Kaminarides (1986).
that of the surface (Gobbetti et al., 1997; Hansen et al., cheeses (Marcos, 1993). Furthermore, the fat content 2001), as the level of NaC1 is lower, and therefore influences cheese structure and thereby the diffusion allows a faster and earlier growth of the mould cul- coefficient of NaC1 and the equilibration of aw throughtures. The increase in pH is due to the metabolism of out the cheese (cf. 'Salt in Cheese: Physical, Chemical lactic acid to CO2 by yeasts and moulds and the and Biological Aspects', Volume 1). In Danablu, the increased proteolysis, leading to production of NH3 highest aw, c. 0.98, is found in the interior after 1 week from amino acid~ (Godinho and Fox, l OR2; Zarmpollti~ nf rinenino while the vnl~e far the e:eterinr reoinn et al., 1996, 1997). ranges from 0.85 to 0.90 (Fig. 2). After 5 weeks, aw for Salting, done by immersing the cheeses in brine or both the interior and the exterior regions of Danablu is applying dry salt to the cheese surface, is an important usually in the range 0.91-0.94 (Fig. 2). Similar values step in the manufacture of most Blue cheeses. Both have been found for Mycella (Hansen et al., 2001) and methods create a NaC1 gradient from the surface of the Pic6n Bejes-Tresviso cheese (Prieto et al., 1999, 2000). cheese to the core, which equilibrates slowly during It is well known that the growth of fungi is affected ripening (Fig. 2) (Godinho and Fox, 1981b; Gobbetti by the gaseous composition in cheese, i.e., the conet al., 1997; Hansen et al., 2001). centrations of 02 and CO2. The level of 02 has been The overall NaC1 content in ripe Blue cheese ranges shown to decrease rapidly throughout the cheese; in from 2 to 5% (Madkor et al., 1987a; Zarmpoutis et al., Danablu, after 1 week of ripening, a 50% decrease was 1996, 1997; Gobbetti et al., 1997; Prieto et al., 2000). found 4 mm under the rind, whereas after 13 weeks, The high salt content is due to a fairly long salting 02 was completely absent, except in the outer 0.25 mm period for these cheeses (e.g., 2 days brine-salting for (van den Tempel et al., 2002). This anaerobic enviDanablu), the high moisture content and the loose ronment was evident already after 3 weeks of ripenstructure of the cheese matrix. The diffusion of NaC1 ing, except from small areas in the cheese, probably into the cheese core is faster in the piercing channels in fissures. The results are in accordance with obserand in areas with fissures creating an even more uneven vations in white-mould cheese (Boddy and Wimsalt distribution. The NaC1 concentration measured in penny, 1992), but are lower than values found in Danablu cheeses after 8 weeks of maturation was Roquefort (Thom and Currie, 1913), where oxygen approximately 2.0% (w/w) in the core and 4.0% (w/w) was measured in the gas phase of the cheese. P. roquein the surface layer, corresponding to a NaC1 in mois- forti is well adapted to growth inside Blue cheese ture of 7.5 and 10.0%, respectively (Hansen, 2001). where a low level of 02 is combined with a high level The concentration of NaC1, lipolysis and proteolysis, of CO2 (20-40%), as this does not significantly affect especially the increase in low molecular weight peptides, its growth (van den Tempel and Nielsen, 2000; Taniwaki influence the water activity, aw, significantly in Blue et al., 2001). l"
O
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9
Blue Cheese
177
Ax
Cows', goats' or ewes' milk or a mixture of 2 or 3 milk types $
$
Raw milk, thermisation (c. 62 ~ x 15 s) or pasteurisation (c. 72 ~
Pasteurised cows' milk (c. 73 ~ x 40 s)
15s)
Inoculation with starter (mesophilic + thermophilic starter culture, c. 106 cfu/ml of cheese milk)
4,
$
Addition of rennet
Inoculation with Penicillium roqueforti
Addition of starter (optional) Addition of Penicillium roqueforti (optional)
Addition of liquid calf rennet
4,
$
Coagulation, cutting and stirring
Coagulation at 30-34 ~
4,
4,
Moulding
Cutting of the coagulum (size of curd: c. 2.0-2.5 cm)
4,
4,
Whey drainage for c. 10-48 h. No pressure applied, but
Stirring
moulds are inverted frequently
$
4,
Moulding
Brine salting or dry salting for 24-48 h
$
4,
Whey drainage, no pressure applied, held at 18 ~ for 10 h
Piercing of the cheeses (optional)
with 4 turns
4, Ripening (in general at c. 10 ~
c. 85-95% relative
Salting (c. 200 g of salt spread over each cheese), 22 ~ for 40 h
humidity, for some varieties in caves) Ripening at 4-6 ~ for 83 days, 85-90% relative humidity
x Times, temperatures, etc. depend on the variety being produced.
Cheeses are pierced after 12 and 20 days
An outline of general steps in the manufacture of different varieties of Blue cheese (A) and the steps involved in the production of Gorgonzola (B).
Several micro-organisms make up the complex microbiota of Blue cheeses, contributing at different levels to ripening. The primary and secondary starter cultures, LAB and P. roqueJorti, respectively, are the most import-
ant, but yeast and non-starter lactic acid bacteria (NSLAB), even though they are not added deliberately to the cheese milk, most probably also influence ripening. It should also be noted that some varieties of Blue cheeses are ripened naturally, i.e., cultures are not
Partial least squares (PLS) contour plots of pH, NaCI and aw in Danablu 50+ after 1 and 5 weeks of ripening. The contour plots show the gradients from the core to the surface of the cheese, corresponding to the grey area on the cheese depicted. (Data were visualised by PLS regression using SIMCA-P, ver. 3.01 (UMETRI AB, Sweden)). 178
Blue Cheese
added during manufacturing. However, the abovementioned groups of micro-organisms are present in both naturally ripened Blue cheeses and Blue cheeses with added cultures, and these groups, and their characteristics, will be described in the following sections. Lactic acid bacteria
Mesophilic and thermophilic LAB are used as the primary starter culture for the production of different varieties of Blue cheese. A mesophilic, undefined mixed culture will typically contain lactic acid-producing Lactococcus lactis (Lc. lactis subsp, lactis and Lc. lactis subsp, cremoris) and sometimes also citrate-positive strains of Lc. lactis subsp, lactis and Leuconostoc species, which produce CO2 and open up the structure to facilitate the penetration of air and development of the mould. The thermophilic starters used in Blue cheese usually contain Streptococcus thermophilus and Lactobacillus delbrueckii subsp, bulgaricus. The most important role of the LAB starter culture is to acidify the milk by metabolising lactose to lactate. In general, the numbers of LAB (lactococci and lactobacilli) in the core decrease slowly from about 109 cfu/g after salting to 107-108 cfu/g at the end of maturation. The number on the surface after brining is 108-1010 cfu/g and remains almost stable to the end of maturation (Devoyod et al., 1968; Nufiez, 1978; Ordonez et al., 1980; GonzMez de Llano et al., 1992; Gobbetti et al., 1997; Hansen et al., 2001). Investigations of the LAB in the core and on the surface of Danablu, for which
179
only a mesophilic starter is used, immediately after brining to 4 weeks of ripening indicated that the number of lactococci decrease markedly in the surface layer during the first weeks of ripening. At the same time, an increase of a new microbiota dominated by Lactobacillus spp. was observed. For the whole period, the population in the core was dominated by lactococci (Hansen, unpublished results).
Penicillium roqueforti
Penicillium roqueforti has previously been known under other names, but several species, including P. stilton, P. italicum, P. gorgonzola, P. glaucum, P. bioruge, P. suavolens and P. aromaticum, were found to belong to the same species and collected under the taxon P. roqueforti (Pitt, 1979; Stolk et al., 1990). Taxonomically, P. roqueforti is classified under the genus Penicillium Link, the subgenus Penicillium and the species roqueforti Thom (Pitt and Hocking, 1997). The taxonomy of the fungi is based on phenotypic analysis though genotypic methods are becoming more and more common. Different methods.used to determine the taxonomy of P. roqueforti are shown in Table 2. Conidia of P. roqueforti may be added directly to the cheese milk, sprayed on the curd or colonise the cheeses naturally. The addition of conidia is crucial for the quality of Blue cheese varieties made from pasteurised milk. P. roqueforti can assimilate all the main carbohydrates that occur in cheese, i.e., lactose, glucose and galactose, utilise lactate and citrate and grow without
Methods used for the taxonomical classification of Penicillium roqueforti Methods
Analysis
Reference
Classical methods based on phenotypic classification
Micro- and macromorphology, growth rate on specific media, assimilation of carbohydrates and acids, growth on different nitrogen sources, resistance to preservatives and chemicals Production of secondary metabolites under specific and controlled conditions (assayed by TLC, HPLC and GC) Production of aroma compounds and their specific profile (assayed by GC and MS) RAPD ITS-PCR rDNA-RFLP AFLP Based on the same criteria as the classical methods, but instead of visual analysis of the macromorphology, digital image analysis and multivariate data analyses are used
Samson et aL (1977, 1995) Pitt (1979) Pitt and Hocking (1997)
Profiles of secondary metabolites Aroma profiles PCR-based methods
Image analysis
Frisvad (1982) Lund et al. (1995) Boysen et aL (1996) Larsen and Frisvad (1995a,b) Geisen et aL (2001) Boysen et aL (1996, 2000) Boysen (1999) D6rge et aL (2000)
TLC, Thin layer chromatography; HPLC, High performance liquid chromatography; GC, Gas chromatography; MS, Mass spectroscopy; RAPD, Random amplified polymorphic DNA; ITS-PCR, Internal transcribed spacer-Polymerase chain reaction; RFLP, Restriction fragment length polymorphism; AFLP, Amplified fragment length polymorphism.
180
Blue Cheese
difficulty at the pH and temperatures encountered during ripening of Blue cheese (Cerning et al., 1987; Vivier et al., 1992). P. roqueforti is the Penicillium species with the highest tolerance to low levels of 02 (Pitt and Hocking, 1997). It has been demonstrated that the rate of growth of P. roqueforti is not significantly affected in the range 4-21% 02 (Thom and Currie, 1913 van den Tempel and Nielsen, 2000; Taniwaki et al., 2001), but growth seems to be affected by interactions between the levels of 02 and CO2. P. roqueforti grows in the presence of 25% CO2 (van den Tempel and Nielsen, 2000) and 02 in the range 0.3-21%. Taniwaki (1995) found that growth and sporulation of P. roqueforti occur at 20% CO2 in an atmosphere with 0.5% 02. P. roqueforti grows in fissures and piercing channels in the cheese. The colour of the mould varies from white through several shades of green to brownish, depending on the strain and its age. The growth rate of P. roqueforti is strongly affected by increasing concentration of NaC1. The influence of aw on growth, sporulation and germination of four strains of P. roqueforti was investigated in laboratory media containing added NaC1 at concentrations corresponding to aw in the range 0.99-0.92 (0-13%, w/w, NaC1). The growth of most strains was stimulated by 3.5% NaC1, corresponding to aw 0.98 (Hansen and Jakobsen, 2003). Similar results have been reported by other authors (Godinho ~,,u~'a Fox, ,9ola; ,_.uv~-~,,,~ ~ . . ~ u u , ,,~,,,, et al., 1998). Higher concentrations of NaC1 cause a decrease in the growth rate, e.g., a 92% reduction at aw 0.92 compared to the optimum growth rate at aw 0.98 (Hansen and Jakobsen, 2003). Concerning sporulation, an optimum was observed at aw 0.98 for three of the four strains of P. roqueforti examined" the fourth strain showed an optimum at aw 0.96. Sporulation was strongly inhibited at aw 0.94 for the three salt-sensitive strains whereas the NaCl-tolerant strain still showed a pronounced sporulation at aw 0.94, but not at aw 0.92 (Hansen and Jakobsen, 2003). Germination of P roqueforti conidia is stimulated by 1-3% NaC1 for most strains, but differences in NaC1 tolerance have been observed (Godinho and Fox, 1981a Lopez-Diaz et al., 1996b). Below aw 0.96, the rate of germination decreases with decreasing aw (Hansen and Jakobsen, 2003) and it was observed that NaC1 inhibits the rate of swelling of the conidia as well as the further development of the germ tube. Germination rate was also influenced by the microenvironment in which the conidia were produced, i.e., conidia produced and harvested at aw 0.92 germinated faster at aw 0.99 than conidia produced at a higher aw (Hansen and Jakobsen, 2003).
The aw in the core of Blue cheeses after brining is optimal for germination and growth, and the concentration of NaC1 is in the range where P. roqueforti is stimulated (Godinho and Fox, 1981a). During the first 3 weeks of ripening, the NaC1 concentration in the core increases to a level that induces sporulation and reduces the germination rate and growth of mycelia. These changes influence the appearance of the cheese as the blue-green colour is due to the conidia and also prevents the growth of a thick mycelium in fissures and piercing channels. A thick mycelium feels like rubber in the mouth and is therefore undesirable in Blue cheese. Due to the NaC1 gradient, the development of P. roqueforti occurs from the interior to the exterior part of the cheese. The conidia in the exterior part of the cheese will germinate with a significantly prolonged lag-phase and a slow development of hyphae, compared to conidia in the interior. This difference in the rate of germination will persist only until the concentration of NaC1 in the exterior part is close to the concentration in the interior. Concerning the further growth of P. roqueforti, the aw values determined in the surface layer of, e.g., Danablu and Mycella, indicate that mycelial growth will not occur in the surface layer, which might be of importance with regard to the possible differences in enzymatic activity of conidia and mycelium. Yeast
It is not widely appreciated that yeasts can be an important component of the microbiota of many cheese varieties. However, yeasts form a substantial part of the microbiota in surface-ripened cheeses (Eliskases-Lechner and Ginzinger, 1995; Bockelmann and Hoppe-Seyler, 2001), white-mould cheeses (Schmidt and Lenoir, 1980a,b) and Blue cheeses (de Boer and Kuik, 1987; Gonzalez de Llano et al., 1992; Roostita and Fleet, 1996a; Gobbetti et al., 1997; van den Tempel and Jakobsen, 1998). Yeasts occur spontaneously in almost all types of cheese, and it is not unusual to find yeast counts as high as 107-108 cfu/g (Fleet, 1990; Viljoen and Greyling, 1995; Tzanetakis et al., 1998). Yeasts seem to originate from the raw milk and, for brine-salted cheeses, from the brine. Investigations have shown that yeasts can be found only at low numbers (<10 cfu/g) in Danablu cheese before brine-salting (van den Tempel, 2000). Changes in the sensory properties of cheese do not become apparent until the yeasts have grown to a population of 105-106 cfu/g (Fleet, 1992), but despite the frequent occurrence of yeasts in Blue cheeses, they seem
Blue Cheese
generally not to cause defects except brown spots (Weichhold et al., 1988; Nichol and Harden, 1993). Origin of yeasts in Blue cheese Raw milk. The predominant yeasts found in raw milk
from four Danablu dairies in Denmark included Debaryomyces hansenii (Candida famata), C. catenulata, C. lipolytica, C. krusei and Trichosporon cutaneum. Yeast populations exceeded 101-104 cfu/ml and a total of 37 isolates were identified (van den Tempel and Jakobsen, 1998). Other authors have also described the presence of D. hansenii (C. famata) in raw milk in Australia (Fleet and Mian, 1987; Fleet, 1990) and a German investigator (Engel, 1986) demonstrated the occurrence of other yeast species, including C. curvata and Saccharomyces spp. Pasteurisation (72 ~ • 15 s) or thermisation (61 ~ • 15 s) generally does not kill yeasts (Vadillo et al., 1987). Fleet and Mian (1987) reported 103 cfu/ml of pasteurised milk, with C. famata as the predominant species, followed by Kluyveromyces marxianus. Brine and the dairy environment. Salting, especially brine-salting, is a source of yeasts (Devoyod and Sponem, 1970; Kaminarides and Laskos, 1992; Eliskases-Lechner and Ginzinger, 1995; van den Tempel and Jakobsen, 1998). The composition and environmental conditions of the brine vary from country to country and from dairy to dairy. In France, for example, the brines used for Blue cheese production are typically 19-20% NaC1 (w/v), pH 4-6 and 13-16 ~ (Seiler and Busse, 1990), whereas brines used in Denmark have a higher NaC1 content (22-23%), a higher temperature (19 ~ and a pH of 4.5 (van den Tempel and Jakobsen, 1998). The environmental conditions in cheese brines select for salt-tolerant yeast species originating mainly from the dairy environment, the brine and the cheeses (Tudor and Board, 1993). Brines used for Danablu production may have a yeast population ranging from 104 to 106 cfu/ml, depending on the dairy (van den Tempel and Jakobsen, 1998). In spire of distinct differences in the composition of the yeast flora among the dairies, D. hansenii (C. famata) was the predominant species in the brines, except from one dairy, where C. globosa predominated. Several brines used for the production of soft surfaceripened cheeses have shown the occurrence of 104-105 cfu/ml, with C. famata as the predominant yeast species (Seller and Busse, 1990). The frequent occurrence of C. famata in brines used for cheesemaking is explained by its high tolerance to salt (Devoyod and Sponem, 1970; Kaminarides and Laskos, 1992; Eliskases-Lechner and Ginzinger, 1995). Other species
181
found were C. catenulata, C. lipolytica, Zygosaccharomyces spp., T. cutaneum and Cryptococcus laurentii. Occurrence and growth of yeasts in Blue cheeses
Yeasts develop spontaneously during the manufacturing, ripening and storage of Blue cheeses. Their occurrence is not unexpected because of their tolerance to low pH, elevated salt concentrations and low storage temperatures (Fleet, 1990). Furthermore, high concentrations of lactate, residual unfermented carbohydrates and small amounts of citric and acetic acids will assist the growth and prevalence of particular species of yeast. Blue cheese like Roquefort, made traditionally from raw milk, may reach a population of 107-108 and 105-106 cfu/g on the surface and in the interior, respectively, before brine-salting (Besancon et al., 1992). The same investigators showed that the yeast population on the surface decreases significantly (99%) after brinesalting, causing changes in the yeast population towards asporogenous yeast forms, C. famata in particular. These results confirm earlier investigations, which also showed a 90% reduction in the yeast flora and changes in yeast population, selecting for very salt-tolerant species, especially Candida spp. (Devoyod and Sponem, 1970; Galzin et al., 1970). The yeast flora in the interior of the cheese remains unaffected by salting during the early period of ripening, due to the slow diffusion of the salt from the surface to the interior of the cheese (Galzin et al., 1970; Hansen et al., 2001). Yeasts start to multiply on the surface of the cheese after a short adaptation period. There is an almost parallel development of the yeast population in the interior of the cheese, but with numbers 100-fold lower (Hansen et al., 2001). This can be explained by the low level of available oxygen and the high level of CO2, which reduce the growth of yeasts (van den Tempel and Nielsen, 2000). All investigators seem to show the predominance of D. hansenii (C. famata) in Blue cheese, except the Greek variety, Kopanisti, in which T. cutaneum seems to dominate over D. hansenii (C. famata) (Kaminarides and Anifantakis, 1989). A survey of the literature on yeasts isolated from Blue cheeses demonstrates the great diversity of the yeast flora (Table 3). In Blue cheeses such as Danablu, the yeast flora develops from a heterogeneous population towards a more homogeneous population as ripening progresses. On day 1 after salting, Danablu contains different species of yeasts, including C. famata, C. lipolytica, Zygosaccharomyces spp., C. rugosa and C. sphaerica. After 28 days of ripening at 10 ~ C. famata was the predominant yeast, reaching 6.2 • 106 and 1.4 • 108 cfu/g in the
182
Blue Cheese
Species of yeast isolated from Blue cheeses
Isolated species
Type of Blue cheese
Debaryomyces hansenii ( Candida famata)
Roquefort 1, 3, 4, Cabrales 2, Gorgonzola 3, 9, Danablu 3, 10, Bleu d'Auvergne 3, Bleu de Bresse 3, Gamonedo 5, Kopanisti 6, Valde6n 7, Australian Blue 8, unknown brand of Blue cheese 8 Roquefort 1, 3, 4, Cabrales 2, Gorgonzola 3, Danablu 3, 10, Bleu d'Auvergne 3, Bleu de Bresse 3, Kopanisti6, Valde6n 7, unknown brand of Blue cheese 8 Roquefort3, Gorgonzola 3, Danablu 3, 10, Bleu d'Auvergne 3, Bleu de Bresse 3, Valde6n 7, Australian Blue 8, unknown brand of Blue cheese 8 Roquefort 1, Cabrales 2, Gorgonzola 9 Danablu 10, Gamonedo 5, Valde6n 7 Kopanisti6, Valde6n 7 Australian Blue 8, unknown brand of Blue cheese8, DanablulO Valde6n7, unknown brand of Blue cheese8 Roquefort 3, Gorgonzola 3, Danablu 3, 10, Bleu d'Auvergne 3, Bleu de Bresse 3 Cabrales 2, Danablu 10 Roquefort 3, Gorgonzola 3, Danablu 3, Bleu d'Auvergne 3, Bleu de Bresse 3, Valde6n 7 Roquefort 3, Gorgonzola 3, Danablu 3, Bleu d'Auvergne 3, Bleu de Bresse 3, Valde6n 7 Roquefort 1, unknown brand of Blue cheese8 Roquefort 3, Gorgonzola 3, Danablu 3, Bleu d'Auvergne 3, Bleu de Bresse 3, Kopanisti6 Kopanisti6, Danablu 10 Australian Blue 8, unknown brand of Blue cheese8 Unknown brand of Blue cheese 8 DanablulO Valde6n 7 Unknown brand of Blue cheese 8 Danablu 10
Kluyveromyces marxianus ( Candida sphaerica) Yarrowia lipolytica ( Candida lipolytica) Pichia spp. Cryptococcus laurentii Rhodotorula spp. Candida catenulata Candida colliculosa Candida lambica Candida rugosa Candida zeylonoides Geotrichum candidum Kluyveromyces marxianus ( C. kefyr) Saccharomyces cerevisiae Trichosporon cutaneum Cryptococcus albidus Candida intermedia Candida norvegensis Candida parapsilosis Candida tropicalis Zygosaccharomyces spp.
1" Devoyod and Sponem (1970) 2 Nufiez et al. (1981) 3: de Boer and Kuik (1987); 4: Besancon et al. (1992); 5 Gonz&lez de Llano et al. (1992); 6: Kaminaride and Anifantakis (1989); 7: L6pez-Dfaz et al. (1995)" 8: Roostita and Fleet (1996a); 9: Gobbetti et al. (1997) 10: van den Tempel and Jakobsen (1998).
interior and on the surface of the cheese, respectively (van den Tempel and Jakobsen, 1998). Examination of Blue cheeses of different origin and age (> 12 weeks) showed that D. hansenii, or its asporogenous form C. famata, dominated in all cheeses examined (Table 4). Strong growth in the presence of salt, growth at a low temperature and the ability to utilise lactate and citrate are likely the key determinants that encourage the predominance of D. hansenii (C. farnata) in cheeses (van den Tempel and Jakobsen, 2000). Another yeast frequently found in Blue cheese produced from raw milk is Kluyverornyces rnarxianus (C. sphaerica). It assimilates and ferments lactose and, due to gas production, could play an important role in the formation of the characteristic open texture of Blue cheese (Lenoir, 1984; Fox and Law, 1991; Roostita and Fleet, 1996a). Furthermore, strains of K. marxianus (C. sphaerica) are able to assimilate lactic and citric acids, and have weak proteolytic and lipolytic properties (Lenoir, 1984; Fleet and Mian, 1987; Besancon et al., 1992; Roostita and Fleet, 1996b). They have, however, been shown to exhibit a pronounced inhibitory effect
on the growth of P. roqueforti (Kaminarides et al., 1992; Hansen and Jakobsen, 1998). A yeast species less frequently found in Blue cheese is Yarrowia lipolytica (C. lipolytica) which is characterised by the inability to ferment carbohydrates or assimilate nitrate and has strong lipolytic and proteolytic properties (Roostita and Fleet, 1996a; Freitas et al., 1999; van den Tempel and Jakobsen, 2000). Non-starter lactic acid bacteria
Non-starter lactic acid bacteria (NSLAB) are found in several cheese varieties during ripening, including Blue cheeses. As in many other cheeses, they are commonly facultatively heterofermentative strains of Lactobacillus, i.e., mainly of the Lb. paracaseilcasei complex and Lb. plantarum. Other NSLAB found in Blue cheese are Lb. fermentum, Lb. brevis, Pediococcus spp. and Leuconostoc spp. (Gonz/dez de Llano et al., 1992; Martley and Crow, 1993; Fox et al., 1996; Gobbetti et al., 1997; LOpez-Diaz et al., 2000). Nonstarter lactic acid bacteria grow in Blue cheese from
Blue Cheese
Occurrence of Debaryomyces hansenfi in selected Blue cheeses
Cheese
Surface, yeast/g cheese
Interior, yeast/g cheese
D. hansenii (%)
Roquefort Petite Fourme Bleu d'Auvergne Cambozola Saint Agur Gorgonzola Fourme d'Ambert
1.7 2.1 1.7 2.7 2.0 3.6 2.1
4.4 2.0 5.5 2.6 1.9 7.3 1.4
74 66 64 70 75 62 70
x • • • • • x
107 107 107 105 107 106 107
x • • • • • x
106 105 106 104 105 103 106
183
Another contaminant frequently found in Blue cheese is Geotrichum candidum (de Boer and Kuik, 1987; Lope> Diaz et al., 1995), which can cause considerable inhibition of the growth of Penicillium spp. (Nielsen et al., 1998; van den Tempel and Nielsen, 2000). G. candidurn has been isolated from Danablu at levels of 102-103 cfu/g, mainly from the interior of the cheese, as G. candidurn is sensitive to salt at concentrations above 1% (Philip, 1985; Lecocq and Gueguen, 1994; van den Tempel and Nielsen, 2000).
Modified from van den Tempel (2000).
10-100 cfu/g after brining to about 107 cfu/g at the end of maturation and are assumed to originate from the raw milk and the dairy plant environment (Nu~ez and Medina, 1979; Gonzalez de Llano et al., 1992; Gobbetti et al., 1997). In Blue cheeses made from raw milk, a high number of Enterococcus spp. have been isolated (Devoyod and Desmazeaud, 1971; Gonzalez de Llano et al., 1992; L6pez-D~az et al., 2000). However, it is not known how normal variations in the composition of the NSLAB flora influence ripening and flavour of Blue cheese. Contaminants
Micro-organisms other than P. roqueforti and LAB starter cultures can colonise and grow well on Blue cheeses, especially on the surface. Spoilage of cheese due to fungal growth is caused by the formation of off-flavours (Sensidoni et al., 1994), mycotoxins and possible discoloration of the cheese (Lund et al., 1998). The most important spoilage fungi of semi-soft cheeses are Penicillium spp., including P. commune and P. nalgiovense (Lund et al., 1995). Species of less importance are P. verrucosum, P. solitum and P. discolor, which were also found in Valdeon, an artisanal Spanish Blue cheese made from raw milk (L6pez-Diaz et al., 1995; Lund et al., 1995; Filtenborg et al., 1996). Of special interest for Blue cheese is the newly discovered species, Penicillium caseifulvum, which is frequently found on Blue cheeses (Lund et al., 1998). P. caseifulvum has to date been found in various Blue cheese dairies in Denmark and France (Lund et al., 1998), where it was isolated from cheese curd (102 conidia/g), brine (101-5 x 102 conidia/g) and from the surface of Danablu (102-103 conidia/g). P. caseifulvum is sensitive to CO2 (van den Tempel and Nielsen, 2000), and therefore grows only on the surface of the cheese, where it can cause discoloration in the form of brown spots.
During the production and ripening of Blue cheese, interactions between the primary starter culture, P. roqueforti, and the mould and yeast contaminants determine the maturation time, aroma, texture and appearance of the final cheese. The mechanisms behind these interactions can be broadly divided into two groups: Antagonism, representing negative interactions caused by antimicrobial metabolites, competition for nutrients or unfavourable changes to the microenvironment. Synergism, representing positive interactions as mutual use and production of nutrients, changes to a more favourable microenvironment and atmosphere composition, degradation of antimicrobial compounds, physical attachments between microorganisms and changes in microstructure. Microbial interactions have been deduced from examinations of Blue cheeses (Kaminarides et al., 1992; Hansen and Jakobsen, 1997; van den Tempel and Jakobsen, 2000; van den Tempel and Nielsen, 2000; Hansen et al., 2001), but there have been only a few detailed studies in this area. In the following, microbial interactions involving P. roqueforti will be described.
Penicillium roqueforti and lactic acid bacteria Positive and negative interactions between LAB and Penicillium spp. have been described (Salvadori et al., 1974; Gripon et al., 1977; Suzuki et al., 1991; Gourama and Bullerman, 1995; Roy etal., 1996; Gourama, 1997; Hansen and Jakobsen, 1997; Hansen, 2001). However, only a limited number of investigations have been carried out to examine how several strains of LAB, both starter and non-starter cultures, affect the growth and sporulation of different strains of P. roqueforti in model cheese systems. The results shown in Table 5 are based on screening of 20 strains of P. roqueforti and 15 strains of LAB in a model cheese system and a
184
Blue Cheese
laboratory substrate (Hansen and Jakobsen, 1997). As shown in Table 5, both negative and positive interactions were demonstrated. Furthermore, the type of interactions observed was related to the composition of the medium used. Positive interactions were stronger and found more frequently in the cheese agar compared to the laboratory medium. The interactions were found to be strain-specific for P roqueforti as well as for the LAB. The positive interactions were seen as faster growth and more pronounced sporulation of P. roqueforti. Further, P roqueforti developed a thicker and more velvet-like mycelium. Negative interactions were seen as a reduction in, or the absence of, the growth of P roqueforti. A synergistic effect on casein breakdown between P roqueforti and LAB has also been observed, indicated by the production of significantly higher amounts of non-protein nitrogen and phosphotungstic acid-soluble nitrogen when the enzymes of the two types of organisms were incubated together compared to the amounts produced by only one of them (Ottogalli et al., 1974). The benefits obtainable by selecting the right combination of cultures are emphasised by results showing that stimulation of the growth and sporulation of P roqueforti was stronger at higher levels of NaC1. The levels of NaC1 investigated corresponded to the concentration found in the surface layer of Blue cheese where the growth of P roqueforti can be limited or even absent. The stimulation 9~ f
.....
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,~,-,~,,,tb,
~,~A
th . . . . . .
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obviously enhance maturation, because both the conidia and the mycelium contribute to proteolysis and lipolysis in the cheese during ripening.
Penicillium roqueforti and yeasts
As for LAB and P roqueforti, selecting the right combinations of yeast and P. roqueforti cultures may stimulate the growth and sporulation of P. roqueforti and thereby enhance ripening and improve the appearance of the cheese in general.
Positive and negative interactions regarding the growth of Penicillium roqueforti in laboratory medium and cheese agar for 300 combinations of strains of P. roqueforti and lactic acid bacteria
Positive interaction Negative interaction No sign of interaction
Cheese agar
Laboratory media
136 49 115
22 195 83
Modified from Hansen and Jakobsen (1997).
Interaction experiments carried out under environmental conditions similar to those in Blue cheese production have demonstrated radial growth of P. roqueforti to be stimulated by selected strains of D. hansenii (van den Tempel, 2000). The mechanism behind the observed positive interactions might be explained by the stimulation of P. roqueforti by D. hansenii caused by the release of nutrients on autolysis due to low survival rates of yeasts at high levels of CO2 (Lumsden etal., 1986; Ison and Gutteridge, 1987; Dixon and Kell, 1989; van den Tempel and Nielsen, 2000). Positive interactions between a strain of Saccharomyces cerevisiae (FB7) and strains of P roqueforti have also been demonstrated (Hansen and Jakobsen, 2001" Hansen et al., 2001). Measurement of radial growth and visual observations of sporulation showed that whole cell inocula of S. cerevisiae promoted faster growth, thicker and more velvet-like mycelia and a more intense blue colour of the conidia. No interactions were seen when the supernatant or the disrupted cells of S. cerevisiae were examined. The mechanism behind the positive fungal-yeast interaction was found to be correlated to a synergistic effect in the breakdown of casein, as shown by capillary electrophoresis. S. cerevisiae FB7 degraded casein, and co-culturing with P roqueforti resulted in a higher number and different patterns of peptides. These findings have been confirmed in a large-scale production ,
oLxv
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FB7 to Mycella gave rise to faster growth and sporulation of P roqueforti, a softer cheese texture and a significantly higher relative concentration of aroma compounds (Hansen et al., 2001). Inhibition of P roqueforti by Y lipolytica has been observed in laboratory trials (van den Tempel and Jakobsen, 2000). The interactions were strain-specific for Y lipolytica as well as for P roqueforti. However, all strains of Y. lipolytica investigated were inhibitory to mycelial growth and sporulation of P roqueforti (van den Tempel, 2000). Competition for nutrients seems to be the most frequently occurring mechanism of interaction between yeasts and moulds in laboratory systems, but this does not exclude co-existence in more natural situations (Boddy and Wimpenny, 1992). The belief that competition for nutrients is the main interspecies mechanism between yeasts (e.g., Y. lipolytica and D. hansenii) and P. roqueforti is based mainly on investigations showing: (i) no inhibition of P roqueforti when using culture supernatant or disrupted cells, (ii) the quick colonisation of yeasts, e.g., Y lipolytica and D. hansenii, on cheese agar, (iii) the quantitative relationship between the numbers of yeasts and inhibition of P roqueforti, (iv) the inhibitory effect of Y lipolytica and D. hansenii being
Blue Cheese
185
Total concentration of fatty acids (FA) in different cheese
absent or reduced by addition of nutrients (van den Tempel, 2000; van den Tempel and Jakobsen, 2000).
varieties
Penicillium roqueforti and contaminants
Variety
FA, mg/kg
Variety
FA, mg/kg
Geotrichum candidum has shown a growth potential similar to P. roqueforti in the absence of salt, indicating a possible overlap between the two species in the interior of the cheese during the initial ripening stage. Contamination of Blue cheese by G. candidurn can cause inhibition of growth and sporulation of P. roqueforti resulting in 'blind spots', which affect the quality of the cheese significantly. This emphasises the importance of good manufacturing practice in the production of Blue cheese to prevent contamination by G. candidum. Studies by Tariq and Campell (1991) showed that G. candidum might compete by antibiosis, as volatile metabolites from arthrospore suspensions of G. candidum were found to inhibit conidial germination and reduce the rate of hyphal extension in different species of fungi, including P. roqueforti. Recent studies by Dieuleveux et al. (1998) demonstrated that G. candidum produces and excretes 2-hydroxy-3phenylpropanoic acid with a broad-spectrum antibacterial effect. Colonisation of the mould contaminant, P. caseifulvum, can occur on the surface of Blue cheese without major inhibition by any of the species investigated, thus causing colour defects on the cheese (Lund et al., 1998). The occurrence of P. caseifulvurn is unlikely to affect the growth and sporulation of P. roqueforti due to their different growth niches in Blue cheese.
Gamonedo c Blue (US) Cab rales b Danablu a Roquefort Parmesan
75685 35230 33153 32639 32453 4993
Provolone Gruyere Brie Cheddar Camembert Mozzarella
2118 1481 1314 1028 681 363
Lipolysis
Lipolysis in Blue cheeses, like proteolysis, is very intense compared to other cheeses. As seen from Table 6, high amounts of free fatty acids are found during the ripening of various kinds of Blue cheeses. In other varieties, this extensive lipolysis would cause a rancid taste, but in Blue cheeses, the free fatty acids are neutralised when the pH increases. In general, the total level of free fatty acids increases with ripening time, especially after the mould has sporulated (Alonso et al., 1987; Madkor et al., 1987b; Contarini and Toppino, 1995; Gobbetti et al., 1997), but a decrease at the end of ripening has also been observed (Prieto et al., 2000). This decrease could be caused by conversion of the fatty acids to methyl ketones. Due to the higher NaC1 concentration in the rind, which inhibits mould growth and thereby lipase production, a lower level of free fatty acids has been observed in the outer part
Adapted from Woo et aL (1984) except: a Unpublished results (Cantor). b Alonso et aL (1987). c Gonz&lez de Llano et aL (1992).
of the cheese compared to the core (Godinho and Fox, 1981c; Gobbetti et al., 1997). This effect can be altered to some degree by selecting more NaCl-tolerant strains of P. roqueforti. Generally, the levels of both saturated and unsaturated long-chained fatty acids (C12:0mC18:3) in Blue cheese is higher than the levels of shortchained fatty acids (C4:0--C10:0), which correspond to results obtained for P. roqueforti grown in butterfat emulsions (Larsen and Jensen, 1999). However, considerable differences in the levels of individual free fatty acids can be found between various types of Blue cheeses (Alonso et al., 1987; Madkor et al., 1987b; Prieto et al., 2000). Degradation of lipids in Blue cheeses is caused mainly by enzymes from P. roqueforti (Kinsella and Hwang, 1976; Coghill, 1979; Gobbetti et al., 1997). The lipolytic activity of commercial strains of P. roqueforti differs significantly, resulting in the release of different amounts of free fatty acids (Farahat et al., 1990; Larsen and Jensen, 1999) and thereby different flavour profiles of the cheeses produced (Farahat et al., 1990; Gallois and Langlois, 1990). P. roqueforti produces two extracellular lipases, an acidic and an alkaline lipase (Menassa and Lamberet, 1982; Lamberet and Menassa, 1983b; Mase et al., 1995). Intracellular lipase activity has also been reported (Niki et al., 1966; Stepaniak et al., 1980), but further research in this area is required. The acidic lipase has a pH optimum at 6.0 and a lesspronounced optimum at 2.8, with maximum stability between 3.7 and 6.0 (Lamberet and Menassa, 1983b). The optimum temperature is 35-40 ~ but it retains 37% of maximum activity at 5 ~ Optimum pH for the alkaline lipase is 8.8-9.0 at 30 ~ and 9.0-10.0 at 20 ~ but activity is retained between 4.5 and 11.0 (Lamberet and Menassa, 1983b), e.g., 15 and 20% of maximum activity is retained at pH 4.5 and 6.0, respectively. The relative importance of the acidic and the alkaline
186
Blue Cheese
lipases in cheese has not been determined fully. However, Lamberet and Menassa (1983a) investigated the lipolytic activity at pH 5.5 on tricaproin (acid lipase) and at pH 8.0 on tributyrin (alkaline lipase) in suspensions of seven French Blue cheeses. Activity at pH 5.5 dominated and only two samples showed measurable activity at pH 8.0. Even though the pH of Blue cheeses in general favours activity of the acid lipase, it should be noted that the alkaline lipase has the higher activity on milk fat (Eitenmiller etal., 1970; Lamberet and Menassa, 1983a,b). P.. roqueforti dominates the overall lipid degradation in Blue cheeses, but other lipolytic agents are also present. The native milk lipoprotein lipase contributes at the beginning of the ripening period, most significantly in Blue cheeses produced from homogenised milk, like Danablu and Stilton (Gripon, 1993). As lipoprotein lipase is almost completely inactivated by pasteurisation, its effect will be the most pronounced in cheeses produced from raw or thermised milk. The LAB, whether they are part of the starter culture or the non-starter microbiota, have very low lipolytic activity and are not likely to influence lipolysis in Blue cheese (El Soda et al., 1986; Meyers et al., 1996). Yeasts probably affect lipolysis, which could be positive (]akobsen and Narvhus, 1996), but this is very dependent upon the yeast species present. Almost all yqr.,..a3L,.~
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S. cerevisiae, Y. lipolytica, C. catenulata and Galactomyces geotrichum) have at least esterase activity, being able to hydrolyse short-chained fatty acids from triglycerides (Fleet and Mian, 1987; Roostita and Fleet, 1996a; Hansen and Jakobsen, 1998; van den Tempel and Jakobsen, 1998). Lipolysis of long-chained fatty acids has been demonstrated for Y. lipolytica, C. catenulata and G. geotrichum and the activity seems to be at the same level for these three yeasts (Roostita and Fleet, 1996b" van den Tempel, 2000). Regarding the release of free fatty acids, an increase has been observed when strains of S. cerevisiae grow in co-culture with P. roqueforti, whereas no effect was observed with strains of D. hansenii (Cantor, unpublished results). Strains of Y. lipolytica have strong lipolytic activity, which could be desirable in Blue cheese, but they also, in general, affect the growth of P. roqueforti negatively. However, these interactions are very strain-specific (Hansen and Jakobsen, 1998; van den Tempel and Nielsen, 2000). Recently, preliminary results indicated a positive effect of lipases from Y. lipolytica on the development of free fatty acids when interacting with P. roqueforti, both in Danablu and in milk (Cantor, unpublished results). This could be used to enhance the quality of Blue cheeses made from pasteurised milk, where lipolysis
and aroma formation are delayed and often weaker, unless the ripening period is prolonged. Proteolysis and amino acid catabolism
Several studies have revealed extensive proteolysis in Blue cheese compared to other cheeses (Marcos et al., 1979; Gonz~lez de Llano etal., 1995; Zarmpoutis et al., 1997). Casein is hydrolysed at more sites and at a considerably higher rate, and there are no intact caseins or primary breakdown products left in the ripened cheese (Marcos et al., 1979; Trieu-Cuot and Gripon, 1983; Fernandez-Salguero et al., 1989; Gonz~lez de Llano et al., 1992; Zarmpoutis et al., 1997). A larger number of different peptides are produced than in semi-hard cheeses (Fig. 3), and a high concentration of amino acids are released as a result of the peptidases, especially from mould and LAB working in concert (Ismail and Hansen, 1972; Gripon et al., 1977; Coghill, 1979; Zarmpoutis et al., 1997). The enzymes contributing to the complicated proteolysis in Blue cheese originate from the milk, rennet, starter and non-starter bacteria, moulds and yeasts, with the main contribution from the mould culture, P. roqueforti (Coghill, 1979). A significant increase in proteolysis has been observed when the mould has become visible in the cheese, typically after 2-5 weeks of maturation, depending on the cheese variety (Trieu-Cuot ~ZLIb.JL
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P. roqueforti is growing out, breakdown of the caseins is performed mainly by rennet (Hewedi and Fox, 1984). The main activity of rennet in cheese is on C~sl-casein to produce Otsl-CN (f24-199) and the peptide O~sl-CN (fl-23) (Table 7) whereas the milk protease, plasmin, hydrolyses [3-casein to ~/-caseins and proteose-peptones mainly during the first day. The cell envelope-associated proteinase of the Lactococcus or Lactobacillus starter culture hydrolyses the peptides produced from casein by rennet and plasmin. A limited release of amino acids by the starter aminopeptidases occurs during these first weeks of ripening. After a couple of weeks, P. roqueforti dominates proteolysis, liberating both peptides and amino acids using a variety of enzymes (Table 7) (Madkor et al., 1987a; Zarmpoutis etal., 1996, 1997). P. roqueforti expresses two extracellular proteases: a metalloprotease and an aspartic protease. The activity of these enzymes is maximal in Blue cheese at the stage when P. roqueforti has grown out and begins to sporulate. Both proteases are rather stable in cheese. The metalloprotease is active at pH 4.5-8.5 and it has an optimum for casein hydrolysis at 5.5, which corresponds to the pH often found in Blue cheese during ripening. The metalloprotease has a broad specificity
Blue Cheese
1.0
187
Otsl-CN (f1-13)
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Proteose-peptones
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55
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Retention time (min) Peptide profiles analysed by RP-HPLC of A: Danablu and B: Semi-hard yellow cheese of similar age (about 3 months). o~-LA: o~-Iactalbumin; 13-LG: 13-1actoglobulin; proteose-peptones: breakdown products from plasmin activity on 13-casein; O~sl-CN (f1-13): breakdown product from Lactococcus protease activity on the rennet-derived peptide otsl-CN (fl-23).
and hydrolyses both Ors1- and [3-caseins. Hydrolysis of Otsl-casein leads to eight peptides with molecular weights ranging from 7000 to 21 000 Da (Trieu-Cuot et al., 1982b). Hydrolysis of [3-casein in buffer gives nine peptides with molecular weights between 13 100 and 21 100 Da (Trieu-Cuot etal., 1982b), of which one has been shown to accumulate in Blue cheese (Le
Bars and Gripon, 1981 Trieu-Cuot and Gripon, 1983). Of special interest is that the metalloprotease cleaves [3-casein at Prog0--Glu91, which is not often hydrolysed by proteases because of the proline residue and that, like plasmin, it cleaves a bond close to Lys28 Lys29 (Le Bars and Gripon, 1981; Trieu-Cuot et al., 1982b; Trieu-Cuot and Gripon, 1983).
Main enzymes involved in proteolysis and amino acid release during ripening of Blue cheese with scrubbed surfaces to prevent the development of slime microflora (Gripon, 1993; Ard6, 2001) Enzyme
Specificity in cheese
Plasmin
13-CN and Ots2-CN after basic amino acids (Lys, Arg) Hydrolyses 13-CN to y-CN and proteose-peptones; preferred cleavage sites: 13-CN (28-29, 105-106, 107-108) Hydrolyses OLsl-CN to OLsl-CN (f24-199) and otsl-CN (fl-23)
Chymosin and other coagulants Lactococcal lactocepin Lactococcal peptidases NSLAB, peptidases R roqueforti aspartic protease R roqueforti metalloprotease R roqueforti serine carboxypeptidase (extracellular, acid) R roqueforti metalloaminopeptidase (extracellular, alkaline) Yeast CN, casein.
Hydrolyses peptides produced from casein by the action of plasmin, rennet or R roqueforti Produces different peptides from OLsl-CN (fl-23) depending on the lactococcal strain Releases amino acids from smaller peptides Broad-specificity aminopeptidase (e.g., PepN), PepC, PepX and dipeptidase specificity Contribute to the release of amino acid Hydrolyses 13-CN preferentially to produce 13-CN (98-209, 30-209, 1-29, 100-209, 1-97/99) Hydrolyses Otsl-CN Broad specificity Releases acidic, basic and hydrophobic amino acids Releases apolar amino acids (not next to Gly) Large variation between strains from no to excessive proteolytic activity
188
Blue Cheese
The aspartic protease is stable at pH 3.5-6.0 and has two optimal pH values for hydrolysis of casein, 3.5 and 5.5, which may be explained by conformation changes in the substrate. Casein is hydrolysed into mainly high molecular weight peptides and it does not hydrolyse di- or tri-peptides (Modler et al., 1974; Le Bars and Gripon, 1981). The first peptide released by the aspartic protease from %l-casein in solution corresponds in isoelectric point and molecular weight to Otsl-CN (f24-199), indicating specificity similar to chymosin (Trieu-Cuot etal., 1982a; Larsen etal., 1998). Later, this peptide is further hydrolysed to 4-5 new peptides. The aspartic protease hydrolyses [3-casein into five peptides; initially the peptides ~-CN (D8-209), (f30-209) and (fl-29) are released and then the peptides [3-CN (f100-209) and (fl-97/99) (Le Bars and Gripon, 1981; Trieu-Cuot et al., 1982a). In Blue cheese, [3-CN (f98-209) has been shown to accumulate (Houmard and Raymond, 1979" Le Bars and Gripon, 1981" Trieu-Cuot and Gripon, 1983). Le Bars and Gripon (1981), who compared electrophotograms of commercial Blue cheeses with those of sterile curds inoculated with either E roqueforti or purified aspartic protease, found that the patterns were very similar, indicating the great importance of P. roqueforti, and especially of its aspartic protease, for proteolysis in Blue cheese during ripening. A relationship has been established between the .-1 . . . . 1. . . . . U~V ElOplll~lll.
,.
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protease and the release of bitter peptides (Gripon, 1993). TO break down these bitter peptides, as we]] as other peptides, P roqueforti possesses several exopeptidases. An extrace]]u]ar acid carboxypeptidase, with a broad specificity, releases acidic, basic and hydrophobic amino acids and may be important in the debittering process. It is a serine enzyme with a pH optimum for hydrolysing an artificial substrate at pH 3.5, and it is stable at pH 5.0-5.5. P. roqueforti also produces an extracellular alkaline metalloaminopeptidase with a pH optimum of 8.0. It is specific for hydrophobic amino acids, and consequently, the debittering activity of P. roqueforti may increase with pH in Blue cheese. Several intracellular peptidases have also been detected, among them are alkaline carboxy- and amino-peptidases (Gripon, 1993), but their contribution to ripening is not known. The proteolytic activity, as well as the level of proteases and peptidases produced by P. roqueforti, varies greatly between strains (Larsen et al., 1998). The growth of mould within a pierced Blue cheese leads to an increase in pH that stimulates other proteolytic activities in the cheese, such as the LAB cell wall protease (lactocepin) and the milk protease, plasmin. At this later stage of ripening, hardly any [3-casein
remains in Blue cheese and plasmin activity is limited to any remaining peptides containing its specific cleavage sites. Salt inhibits the development P. roqueJorti and therefore also its proteolytic activity, which explains the hard and rather tasteless zone close to the rind of Blue cheese (Godinho and Fox, 1982). Yeasts in Blue cheeses belong mainly to the genus Candida (Table 3). Proteolytic activity, mainly intracellular, has been detected for a few Candida strains, but this property is poorly documented for larger number of strains within the same species (Pereira-Dias et al., 2000" Klein et al., 2002). Activity on casein at 10 ~ was not shown by any of six tested strains of D. hansenii originating from Blue cheese (van den Tempel and Jakobsen, 2000). However, in the same experiment, five of six strains of Y. lipolytica isolated from Blue cheese digested all the caseins at 10 ~ showing that yeast may contribute to proteolysis, e.g., a specific strain of S. cerevisiae used as an adjunct culture in Mycella was shown to enhance proteolysis and texture in the cheese (Hansen et al., 2001). However, an excessive contribution to proteolysis may cause a detrimental effect on the cheese. Aminopeptidase activity on branched-chain amino acids was shown for all strains of both D. hansenii and Y. lipolytica, and because yeasts grow to large numbers in many Blue cheeses, this activity may contribute to the release of amino acids during ripening (Klein et al., 2002). l~T
liglLttL
r
Uc:lLt[llr
LIIalVE
IL_J~LL
I ~ U I O . LI~.U
from Blue cheese and could, as in other cheeses, be expected to take advantage of the large amount of small peptides produced by the other micro-organisms present and produce mainly similar aroma compounds from amino acids as the starter bacteria. Amino acids, which are released at high amounts in Blue cheeses (Zarmpoutis et al., 1997), contribute to a background flavour, but further catabolism is needed to produce several aroma compounds characteristic of cheese (Hemme et aI., 1982" Yvon and Rijnen, 2001). However, the specific characteristic flavours of Blue cheese originate not from amino acids, but from lipolysis and a significant production of methyl ketones. Cheese flavour compounds are produced by LAB and moulds through amino acid catabolism (Hemme et al., 1982; Yvon and Rijnen, 2001). The free amino acids found most commonly in Blue cheese are glutamic acid, leucine, valine and lysine (Madkor et al., 1987b" Zarmpoutis et al., 1996, 1997). The metabolic pathways of LAB, starting with aminotransferase activity, dominate in hard and semi-hard cheeses, all of which have a low redox potential (ArdO et al., 2002). These activities are not very well studied in Blue cheese, but they are present. Oxidative deamination of amino acids may be performed by P. roqueforti within
Blue Cheese
the cheese and microbial flora on the cheese surfaces (cf. 'Bacterial Surface-Ripened Cheese', Volume 2). This activity produces ammonia in amounts that contributes to the flavour of Blue cheeses. Compounds resulting from different pathways of amino acid catabolism have been found in Blue cheese (as reviewed by Gripon, 1993). Glutamic acid is decarboxylated to y-aminobutyric acid (GABA) and CO2, and other amino acids are decarboxylated to amines and CO2 by P. roqueforti as well as by adventitious micro-organisms in and on Blue cheese. The concentrations of amines vary greatly and tyramine is usually observed in higher amounts than tryptamine and histamine (de Boer and Kuik, 1987). Catabolism of arginine to ornithine and citrulline has been shown in Blue cheese. The complex amino acid catabolism in Blue cheese varieties still needs much research to be understood fully. Formation of aroma c o m p o u n d s
A wide range of volatile and non-volatile aroma compounds are produced in Blue cheese during ripening, primarily by P. roqueforti, infuencing both the taste and the aroma of the final product. The varying proportions of these compounds determine the specific flavour profiles of the different Blue cheeses (Gallois and Langlois, 1990). A general overview of the different aroma compounds produced, their concentrations and characteristics will be given here. For more detailed information, excellent reviews have been published in recent years (Molimard and Spinnler, 1996; Sable and Cottenceau, 1999; McSweeney and Sousa, 2000). The characteristic favour and taste of Blue cheeses stems mainly from lipid degradation. Free fatty acids contribute both to the taste and the aroma, but even more important are the compounds produced from
189
them, e.g., the methyl ketones, which are essential for the sensory quality of Blue cheeses (Kinsella and Hwang, 1976; Rothe et al., 1994; Moio et al., 2000). As mentioned previously, the lipolytic activity of commercial strains of P. roqueforti differs significantly, resulting in different amounts of free fatty acids produced (Lopez-Diaz et al., 1996b; Larsen and Jensen, 1999) and thus leading to the different flavour profiles of the cheeses (Table 8) (Farahat et al., 1990; Gallois and Langlois, 1990). Most volatile fatty acids (C4:0-C12:0) have fairly low threshold values, rather pungent or rancid flavour notes, and are usually present at fairly high concentrations in Blue cheeses, but because of the high pH of Blue cheese, these acids are neutralised and hence contribute to the aroma of the cheese and not to a rancid defect (Molimard and Spinnler, 1996). Hexanoic and octanoic acids are especially important favour compounds (Rothe et al., 1994; Molimard and Spinnler, 1996; Sable and Cottenceau, 1999). Methyl ketones are the major aroma compounds in Blue cheeses (Table 8) (Day and Anderson, 1965; Dartey and Kinsella, 1971; Ney and Wirotama, 1972; Gallois and Langlois, 1990; Gonz/tlez de Llano et al., 1990; de Frutos et al., 1991; Moio et al., 2000). They have been reported to constitute 50-75% of the total volatile flavour compounds in Blue cheeses (Madkor et al., 1987b; Gallois and Langlois, 1990; de Frutos et al., 1991; Moio et al., 2000; Hansen et al., 2001), and their concentration in the cheese can be correlated to the intensity of a 'Blue cheese' note (Rothe et al., 1982, 1986, 1994). The methyl ketones found at the highest concentrations are 2-heptanone and 2-nonanone, but 2-pentanone and 2-undecanone are also important (Madkor etal., 1987b; Gallois and Langlois, 1990; Gonz/tlez de Llano et al., 1990; de Frutos et al., 1991; Contarini and Toppino, 1995). The total concentration
Total concentration (~g/kg cheese) of major groups of aroma compounds in Blue cheeses produced with different strains of R roqueforti Aroma
compounds Ketones Alcohols
Esters Lactones Aldehydes
Roquefort strain PF a
strain PO b
Roquefort
Roquefort strain PG c
Bleu de Causses d strain PG c
Bleu d'Auvergne e unknown strain
11 095 4 025 1 390 50 5
14 350 3 305 2 985 255 10
34 940 7 670 3 835 325 15
9345 3795 3155 425 0
9780 8110 2950 2230 250
Modified from Gallois and Langlois (1990). a b c d e
Low proteolytic/Iow lipolytic activity; 210 days ripening. High proteolytic/high lipolytic activity; 210 days ripening. Medium proteolytic/medium lipolytic activity; 210 days ripening. 100 days ripening. Approximately 45 days ripening.
190
Blue Cheese
of methyl ketones in Blue cheese depends on manufacturing procedure, ripening time and the strain of E roqueforti used (Table 8), whereas the proportions of the individual methyl ketones in the cheese depend mainly on the strain of P. roqueforti used (Gallois and Langlois, 1990). The odour impressions of the methyl ketones are, in general, fruity, floral and musty and, specifically for 2-heptanone, spicy and 'Blue cheese' (Molimard and Spinnler, 1996; Sable and Cottenceau, 1999). As increasing concentrations of free fatty acids have been shown to inhibit the growth of E roqueforti and thereby retard lipolysis, the formation of methyl ketones from free fatty acids has been proposed to be a detoxifying mechanism (Kinsella and Hwang, 1976). Methyl ketones with one less carbon atom are produced via part of the 6-oxidation pathway from the corresponding fatty acids. The first intermediate is a ]3-keto acyl-CoA which is converted to a [3-keto acid by a thiohydrolase and then decarboxylated to a methyl ketone and CO2. However, at low concentrations, the fatty acids enter the Kreb's cycle and are completely oxidised to CO2 (Molimard and Spinnler, 1996). Both conidia and mycelia are capable of producing methyl ketones (Fan etal., 1976). The majority of methyl ketones are derived directly from their fatty acid precursor, but the concentration of certain methyl ketones, e.g., 2-heptanone and 2-nonanone, is generO.11~
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precursors, C8:0 and C10:0 (Dartey and Kinsella, 1973a; Madkor et al., 1987b). Dartey and Kinsella (1973a,b) showed that these methyl ketones can also be produced from longer-chain fatty acids. Alcohols have been reported to represent between 15 and 30% of the total volatile flavour compounds in Blue cheese (Table 8) (Gallois and Langlois, 1990; Moio et al., 2000). Methyl ketones can be reduced to secondary alcohols, under anaerobic conditions, and these alcohols are generally more abundant in Blue cheese than primary alcohols. The main secondary alcohols are 2-heptanol, 2-nonanol and 2-pentanol, depending on the cheese type and strain of E roqueforti used (Gallois and Langlois, 1990; GonzMez de Llano et al., 1990). Their flavour is more or less similar to the corresponding methyl ketones, but at higher concentrations they can give a musty or mouldy impression (Kinsella and Hwang, 1976). Primary alcohols are also present, with 3-methyl-l-butanol being the most abundant (Gallois and Langlois, 1990; Moio et al., 2000). Other aroma compounds with fruity and floral notes are esters and lactones; the latter are usually found at low concetrations (Table 8) (Gallois and Langlois, 1990; Gonzalez de Llano etal., 1990). The higher
amount of lactones detected in Bleu d'Auvergne (Table 8) could be due to the use of pasteurised milk, as pasteurisation of milk has been shown to increase the level of lactones. Esters are believed to be formed in the cheese by microbial esterification of free fatty acids with alcohols. Apart from influencing the overall aroma profile of Blue cheese, the main contribution of esters is possibly by minimising the sharpness and bitterness arising from fatty acids and amines (Anderson and Day, 1966). Peptides and amino acids from proteolysis yield compounds which are important for the background flavour of the cheese and furthermore contribute with their own flavour, e.g., sweet, bitter, brothy (Nishimura and Kato, 1988; Yvon and Rijnen, 2001). Aldehydes are found at low levels (Anderson and Day, 1966; Ney and Wirotama, 1972; Gallois and Langlois, 1990; Table 8), but their impact on flavour is not known. The same is true for the volatile and non-volatile amines (Ney and Wirotama, 1972; Adda and Dumont, 1974), but it is believed that amines have an influence on the overall flavour sensation. The impact of sulphurcontaining compounds on Blue cheese flavour has not been investigated in detail, but they are presumed to make an important contribution (Kinsella and Hwang, 1976; Gallois and Langlois, 1990). Apart from P. roqueforti, yeasts also might contribute to the formation of aroma compounds, either directly, U~
1-/t U U LI ~.. l t l ~
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encing, e.g., growth, and thereby enzyme production of E roqueforti. The use of S. cerevisiae FB7 as an adjunct culture in Mycella cheese leads to an increase in the concentration of aroma compounds in the experimental cheeses compared to the reference cheeses without added yeast (Hansen et al., 2001). Positive effects on aroma production with certain strains of Y. lipolytica growing together with E roqueforti in a model cheese system has also been indicated, but this effect is very strain-specific regarding both the yeast and the mould (Cantor, unpublished results). Production and occurrence of mycotoxins
Penicillium roqueforti produces a range of secondary metabolites, or mycotoxins, like PR-toxin (Penicillium roqueforti-toxin) and its precursors, eremofortin A, B and C, the alkaloids roquefortine A, B and C and the isofumigaclavines, the marcfortines and mycophenolic acid (Scott, 1981; see 'Toxins in Cheese', Volume 1, for further discussion of mycotoxins). The occurrence of these metabolites in Blue cheese is shown in Table 9. The sesquiterpene PR-toxin is the most toxic of the secondary metabolites, inhibiting nucleic acid and protein syntheses, being cytotoxic in human and
Blue Cheese
191
Mycotoxins, produced by R roqueforti, detected in commercial Blue cheeses
Mycotoxin PR-toxin
PR-imine Roquefortine
Isofumigaclavine A Isofumigaclavine B Mycophenolic acid
No. of cheeses examined
No. of positive samples
13 60 30 60 10 16 12 13 30 16 16 32 100 10
0 0 0 50 1 16 12 13 30 13 6 4 38 0
Concentration ranges ( mg/kg)
0.019-0.042 nr a 0.05-6.8 0.16-0.65 0.2-2.29 0.05-1.47 traces-4.7 traces 0.25-5 nra-14.3
Detection limit reported ( mg/kg )
Reference
0.2 0.0015 nra 0.001 0.03 0.03-0.05 0.016 0.05 nr a 0.015-0.025 nra 0.075 0.02 0.02
1 2 9 2 3 4 5 6 9 4 4 7 8 3
a Not reported. 1: Engel and Prokopek (1979); 2: Siemens and Zawistowski (1993); 3: L6pez-Dfaz et aL (1996a); 4: Scott and Kennedy (1976); 5: Ware et aL (1980); 6: Schoch et al. (1984); 7: Engel et al. (1982); 8: Lafont et aL (1979); 9: Finoli et al. (2001).
porcine cell lines and in rat liver, in addition to being mutagenic (cited by Scott, 1981). Many strains of P. roqueforti used commercially as starter cultures or isolated from Blue cheeses have the ability to produce PR-toxin (Orth, 1976; Wei and Liu, 1978; Engel and Prokopek, 1979; Medina etal., 1985; Chang etal., 1991; Boysen et al., 1996; Geisen et al., 2001) or one or more of its precursors, eremofortin A, B or C (Moreau et al., 1980; Chang et al., 1991; Geisen et al., 2001) in synthetic media. Fortunately, PR-toxin is unstable in the cheese environment and is converted to the less-toxic PR-imine, which is also unstable, and PR-amide in the presence of basic and neutral amino acids (Scott and Kanhere, 1979; Chang et al., 1993). Furthermore, the optimum conditions for PR-toxin production, a high sugar content in the medium, a pH close to 4.5 and aeration, are far from the conditions prevailing in Blue cheese. PR-toxin has never been detected in commercial Blue cheeses or in experimental Blue cheeses made with known toxin-producing strains (Engel and Prokopek, 1979; Scott and Kanhere, 1979). Roquefortine C is a typical metabolite of P. roqueforti and P. carneum (Medina et al., 1985; Boysen et al., 1996; Lopez-Diaz et al., 1996a), found very often in Blue cheese. Isofumigaclavine A and its stereoisomer, fumigaclavine A, is also a characteristic secondary metabolite for P. roqueforti (Scott et al., 1976; Boysen et al., 1996; Geisen et al., 2001). Data on the biological activity of these alkaloids are scarce; the only reported toxicity values are a LDs0-value of 169-189 mg roquefortine/kg body weight and 340 mg isofumigaclavine A/kg body weight after intraperitoneal administration to mice (Ohmomo et al., 1975; Arnold et al., 1978).
Mycophenolic acid is not always produced by strains of P. roqueforti. Boysen et al. (1996) and Geisen et al. (2001) found that c. 50% of the strains investigated produced this metabolite, Engel etal. (1982) found it for 25% of the strains and LOpez-Diaz et al. (1996a) detected mycophenolic acid from only one strain out of nine. In contrast, Lafont et al. (1979) reported that all 16 strains of P. roqueforti investigated produced mycophenolic acid. The LDs0-values determined for mycophenolic acid is high, 2500 and 700 mg/kg for mouse and rat, respectively, but subacute toxic effects have been observed for monkeys and rats (Carter et al., 1969; Scott, 1981). However, taking into account the very low levels and the relatively low toxicity of the various mycotoxins present in the cheese, even large consumption of Blue cheese does not pose a risk to the health of the consumer.
Blue cheese is a very complex food ecosystem, with marked pH and NaC1 gradients and variable, but generally, low levels of 02 and CO2. This heterogeneous microenvironment creates different habitats on the surface and in the core of the cheese, which select for specific micropopulations. The technological characteristics of the LAB of the starter culture and the P. roqueforti culture have significant influences on the quality of the cheese. The primary LAB culture must be able to reduce the pH and survive phage attack, as acidification of the cheese milk is essential for the renneting of the milk and syneresis of the curd, and thereby the fundamental part of the
192
Blue Cheese
cheesemaking process. The secondary culture, P. roqueforti, is often chosen with regard to its proteolytic and lipolytic activities, depending on the type of Blue cheese, the targeted market and the desired shelf-life. The proteolytic activity of the strain of P. roqueforti used is extremely important for texture development, while the lipolytic activity determines the flavour profile. Next, the culture is chosen for its tolerance to NaC1, its growth rate and sporulation capacity. The right combination of these activities and characteristics is crucial for the development of a high quality product. It could, however, also be beneficial to include the interaction with the LAB as a factor and it should be considered whether to make use of the possible synergies in practice and to avoid antagonistic effects. Yeasts should also be considered as potential adjunct cultures as they are present in the cheese and have interesting technological characteristics. There are two major objectives in using yeasts as adjunct cultures in the production of Blue cheese: i) to secure the microenvironment by assimilating residual carbohydrates and organic acids, thereby promoting the growth of desired cultures and inhibiting the growth of spoilage and pathogenic micro-organisms, ii) to contribute directly to the desired cheese quality by their enzymatic activity and by stimulating P. roqueforti. But very careful selection is crucial to avoid undesirable antagonistic interactions between the different cmtuie~ anu to avotu tn~ p~oduction of pigm~ttt~, undesirable aroma compounds and uncontrolled enzymatic activity. A few selected yeasts will be described as potential adjunct cultures for Blue cheese. However, it is important to remember that several of their technological characteristics are strain-specific and cannot be seen as a general characteristic of the yeast species. Although D. hansenii is the yeast species most frequently isolated from Blue cheese (Tables 3 and 4), it is rarely used as an adjunct culture and only a few applications have been reported, e.g., as a surface culture in the production of Roquefort (Besancon et al., 1992). D. hansenii is very weakly proteolytic and has low lipolytic activity. The strains do not enhance proteolysis, but they might alter the aroma profile slightly without changing it significantly. The potential use of D. hansenii as an adjunct culture seems to be linked with its osmo-tolerance and good growth in Blue cheese. Furthermore, it can create a stable microenvironment which protects against undesired microbial growth by assimilation of residual carbohydrates and organic acids (van den Tempel and Jakobsen, 2000; van den Tempel and Nielsen, 2000). The potential of Y lipolytica as a ripening culture in cheese has been evaluated by Guerzoni etal. ___1
. . . . . . . . .
J
. . . . . .
" ..I
.L
(1998). It was demonstrated that Y lipolytica possesses some of the essential properties for use as an adjunct culture" i) ability to grow and compete with other naturally occurring yeasts, such as D. hansenii and S. cerevisiae, even though it assimilates only galactose and lactate, ii) compatibility with and possible stimulation of LAB when co-inoculated, and iii) its remarkable lipolytic and proteolytic activities. Y lipolytica is relatively salt-tolerant and its potential role as an adjunct culture in Blue cheese is linked mainly with early lipolysis at a time when the lipases from P. roqueforti are not present in significant amounts, but it may also contribute to proteolysis (van den Tempel and Jakobsen, 2000). Y lipolytica could be a potential adjunct culture, but should be controlled very carefully because of its strong enzymatic activity, its inhibitory effect towards P. roqueforti and its ability to discolour the cheese (Weichhold etal., 1988; Nichol and Harden, 1993). However, unpublished results (Cantor) indicate that the addition of lipase from Y lipolytica to the cheese milk could aid lipolysis in Blue cheeses made from pasteurised milk by assuming the role of the indigenous milk lipase. Strains of S. cerevisiae can stimulate the release of fatty acids by P. roqueforti, and a synergistic effect between P. roqueforti and S. cerevisiae has been demonstrated in the degradation of casein and the formation of aroma compounds (Hansen and Jakobsen, 2001; nm.t~,~c.t+t e~ uL., ~.uul . S. cerevisiae ~ . m L a~,,~,,~t~ ,csidual glucose, galactose and lactate. It has a relatively low tolerance to NaC1 and would be a suitable yeast culture only for the production of Blue cheese with a low level of NaC1, such as Gorgonzola or Mycella. The purpose of using S. cerevisiae as an adjunct culture would be to make a controlled contribution to aroma formation and proteolysis, as well as creating a stable microenvironment. For all cultures, whether they are already in use or under consideration as adjunct cultures, a thorough screening of their technological characteristics is extremely important. Only a few selected characteristics have been investigated and described to date, but with the new knowledge, especially on microbial interactions, new possibilities for applying and combining cultures in different ways have become available.
A number of aspects of Blue cheese ripening have been discussed in this chapter, but with the space available not all issues could be addressed. The importance of P. roqueforti for the quality of Blue cheese is indisputable, but newly gained knowledge on the microbial interactions and the importance of the adventitious
Blue Cheese
microbiota point at new possibilities for improving existing Blue cheeses or developing new varieties. Adding yeast as adjunct cultures would be an obvious opportunity for diversifying the product range, but there is a strong need for further study of interactions with the other cultures present, not only concerning growth, but also on enzymatic activity. Progress has also been made in understanding the complex mechanisms of ripening, but further research is required, especially concerning proteolysis, e.g., on patterns of casein breakdown caused by P. roqueforti proteases in vitro and in different Blue cheeses. Furthermore, the amino acid metabolism in Blue cheeses still needs research to be fully understood. This could be useful for clarifying the effect of individual cultures on proteolysis and thereby on structure development and taste. Research on texture development and its relationship with the proteolytic activity of P. roqueforti together with texture analysis of Blue cheese is very limited. It would, however, be a valuable tool for further characterisation of the cheese itself and the effect thereon of the microbiota, especially the strain of P. roqueforti.
Adda, J. and Dumont, J.P. (1974). Les substances responsables de l'ar6me des fromages /t p~te molle. Lait 54, 1-21. Alonso, L., Juarez, J., Ramos, M. and Martin-Alvarez, P.J. (1987). Overall composition, nitrogen fractions and fat characteristics of Cabrales cheese during ripening. Z. Lebensm. Unters. Forsch. 185,481-486. Anderson, D.E and Day, E.A. (1966). Quantitation, evaluation and effect of certain microorganisms on flavor components of blue cheese. J. Agric. Food Chem. 14, 241-245. Ard6, Y. (2001). Cheese Ripening: General Mechanisms and Specific Cheese Varieties. Bulletin 369. International Dairy Federation, Brussels. pp. 7-12. Ard6, Y., Thage, B.V. arid Madsen, J.S. (2002). Dynamics of free amino acid composition in cheese ripening. Aust. J. Dairy Technol. 57, 109-115. Arnold, D.L., Scott, RM., McGuire, RE, Harwig, J. and Nera, E.A. (1978). Acute toxicity studies on roquefortine and PR toxin, metabolites of Penicillium roqueforti, in the mouse. Food Cosrn. Toxicol. 16,369-371. Besancon, X., Smet, C., Chabalier, C., Rivemale, M., Reverbel, J.R, Ratomahenina, R. and Galzy, R (1992). Study of surface yeast flora of Roquefort cheese. Int. J. Food Microbiol. 17, 9-18. Bockelmann, W. and Hoppe-Seyler, T. (2001). The surface flora of bacterial smear-ripened cheeses from cow's and goat's milk. Int. Dairy J. 11,307-314. Boddy, L. and Wimpenny, J.W.T. (1992). Ecological concepts in food microbiology. J. AppI. Bacteriol. 73, 23S-38S.
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og Aspergillus). Licentiatafhandling. Laboratoriet for Levnedsmiddelindustri, DTH, Kobenhavn. Gallois, A. and Langlois, D. (1990). New results in the volatile odorous compounds of French cheeses. Lait 70, 89-106. Galzin, M., Galzy, P. and Bret, G. (1970). Etude de la flore de levure dans le fromage de Roquefort. Lait 50, 1-37. Geisen, R., Larsen, M.D., Hansen, T.K., Holzapfel, W.H. and Jakobsen, M. (2001). Characterization of Penicillium roqueforti strains used as cheese starter cultures by RAPD typing. Int. J. Food Microbiol. 65, 183-191. Gobbetti, M., Burzigotti, R., Smacchi, E., Corsetti, A. and De Angelis, M. (1997). Microbiology and biochemistry of Gorgonzola cheese during ripening. Int. DairyJ. 7, 519-529. Godinho, M. and Fox, P.E (1981a). Effect of NaC1 on the germination and growth of Penicillium roqueforti. Milchwissenschaft 36, 205-208. Godinho, M. and Fox, P.E (1981b). Ripening of Blue cheese: salt diffusion rate and mould growth. Milchwissenschaft 36,329-333. Godinho, M. and Fox, P.E (1981c). Ripening of Blue cheese: influence of salting rate on lipolysis and carbonyl formation. Milchwissenschaft 36,476-478. Godinho, M. and Fox, P.E (1982). Ripening of Blue cheese: influence of salting rate on proteolysis. Milchwissenschaft 37, 72-75. Gonz/dez de Llano, D., Ramos, M., Polo, C., Sanz, J. and Martinez-Castro, I. (1990). Evolution of the volatile components of an artisanal blue cheese during ripening. J. Dairy Sci. 73, 1676-1683. Gonz/tlez de Llano, D., Ramos, M., Rodriguez, A., Montilla, A. and Juarez, M. (1992). Microbiological and physicochemical characteristics of Gamonedo blue cheese during ripening. Int. Dairy J. 2, 121-135. Gonz~lez de Llano, D., Polo, C.M. and Ramos, M. (1995). Study of proteolysis in artisanal cheeses: high performance liquid chromatography of peptides. J. Dairy Sci. 78, 1018-1024. Gourama, H. (1997). Inhibition of growth and mycotoxin production of Penicillium by Lactobacillus species. Food Sci. Technol. 30, 279-283. Gourama, H. and Bullerman, L.B. (1995). Antimycotic and antiaflatoxigenic effect of lactic acid bacteria: a review. J. Food Prot. 57, 1275-1280. Gripon, J.C. (1993). Mould-ripened cheeses, in, Cheese: Chemistry, Physics and Microbiology. Vol. 2. Major Cheese Groups, 2nd edn, Fox, P.E, ed., Chapman & Hall, London. pp. 111-136. Gripon, J.C., Desmazeaud, M.J., le Bars, D. and Bergere, J.L. (1977). Role of proteolytic enzymes of Streptococcus lactis, Penicillium roqueforti and Penicillium caseicolum during cheese ripening. J. Dairy Sci. 60, 1532-1538. Guerzoni, M.E., Gobbetti, M., Lanciotii, R., Vannini, L. and Chaves LOpez, C. (1998). Yarrowia lipolytica as potential ripening agent in milk products. Yeasts in the Dairy Industry: Positive and Negative Aspects, Proceedings of IDF Symposium, Copenhagen, 1996. pp. 23-33. Hansen, T.K. (2001). Microbial Interactions in Blue Veined Cheeses. PhD Thesis, The Royal Veterinary and Agricultural University, Frederiksberg, Denmark.
Blue Cheese
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Bacterial Surface-ripened Cheeses N.M. Brennan and T.M. Cogan, Teagasc, Moorepark, Fermoy, Co. Cork, Ireland M. Loessner and S. Soberer, Abteilung Mikrobiologic, ZIEL, Technical University of Munich, Germany
Many cheeses are characterized by the development of microbial growth on their surfaces during ripening. These are called surface-ripened cheeses and are subdivided into mould-ripened and bacterial-ripened cheeses, depending on the major micro-organisms involved. Mould surface-ripened cheeses include the well-known varieties, Brie and Camembert. Bacterial surface-ripened cheeses are less well-known and include Beaufort, Brick, Butterk/~se, Comte, Epoisse, Esrom, Gruyere, Havarti, Italico, Limburger, Livarot, Mont d'Or, MOnster, Pont l'Eveque, Port du Salut, Reblochon, Serra da Estrela, Taleggio, Tetilla, Tilsit and Trappist. Bacterial surface-ripened cheeses are also called smear-ripened cheeses, because of the glistening appearance of the cheese surface, washed-rind cheeses, because their rind is washed several times with brine during ripening or red-smear cheeses, because of the red colour which characteristically develops on the surface of these cheeses. Bacterial-ripened cheeses are produced extensively in Austria, Belgium, Germany and France, but they are much less important in English-speaking countries. While these cheeses are made using lactic acid bacteria (LAB) as starters, their flavour is determined primarily by the growth of the surface microflora. The biochemical activity of these microflora results in the development of a cabbagy, garlicky or putrid flavour during ripening, due mainly to the production of sulphur compounds from methionine, particularly methanthiol (Adda etal., 1978; Hemme etal., 1982; Ferchichi et al., 1985; Manning and Nursten, 1985). Sulphur compounds have been identified in many cheese varieties and their importance in smear-ripened cheeses appears to be accentuated by their high concentration at the surface; interactions between the sulphur compounds generate the typical cheese flavour (Ferchichi et al., 1985; Gripon et al., 1991). The microbial composition of the smear of these cheeses is dominated by salt-tolerant yeast and Gram-positive bacteria, particularly coryneforms and staphylococci. Bacterial counts during ripening can exceed 109/cm 2 while those of yeasts are generally -107/cm 2. The pH of the surface also increases during ripening due to the catabolism of
lactate and the production of NH3 through deamination of amino acids by the surface micro-organisms. The last review of these cheeses was that of Reps (1993) who evaluated their chemistry, biochemistry and microbiology. Since then, there has been little additional information on the first two aspects, except for the studies of Leclercq-Perlat et al. (2000a,b) (see 'Brevibacterium linens'). The microbiology of the surface microflora of these cheeses is poorly understood and in this chapter we will review what is known about it, how it develops and is controlled during ripening, and the potential of the cheese surface to promote the growth of pathogens.
Manufacture
Typically, mesophilic mixed-strain cultures are used as starters for smear-ripened cheese, and the curds are cooked to a low temperature (<35 ~ are lightly pressed and are usually brine-salted after moulding. Consequently, these cheeses have high moisture contents and are either soft, e.g., Reblochon and Limburger, or semi-hard, e.g., Tilsit and Pont l'Eveque. Beaufort, Comte and Gruyere cheeses are exceptions to this general rule; they are made with thermophilic cultures, are heated to a high temperature, are pressed at a high pressure and, consequently, have low moisture contents. Smear cheeses are normally salted by brining for 4-18 h, depending on the size of the cheese, with smaller cheeses being brined for shorter periods, after which the cheeses are drained for some hours to remove excess brine. Again, Beaufort, Comte and Gruyere cheeses are an exception to this rule as their surfaces are rubbed with dry salt several times throughout ripening. After brining, smear cheeses are either deliberately inoculated with commercial preparations containing different combinations of Brevibacterium linens, Debaryomyces hansenii and/or Geotrichum candidum (Busse, 1989; Hahn and Hammer, 1990) or, in some countries, particularly Germany, young cheeses are smeared or washed with smears from older cheeses. This so-called
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
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Bacterial Surface-ripened Cheeses
'old-young' smearing ensures that all the organisms required for surface ripening are transferred to the young cheeses (Kammerlehner, 1995). The main disadvantage of this approach is that undesirable contaminants, such as Listeria, if they are present on the surface of the old cheeses, will contaminate all the young cheeses (Hahn and Hammer, 1990, 1993). In Austria, B. linens is the only micro-organism deliberately inoculated on the surface of the cheese; all other organisms on the surface of Austrian smear cheeses are adventitious contaminants. The cheeses are ripened at a high relative humidity (RH) and temperature in the range 10-15 ~ for a period ranging from 14 to 63 days (Table 1) and are washed frequently with a brine solution during the early stages of ripening. Sometimes, the cheese surface is inoculated a second time with the desired culture(s). Environmental factors
Environmental parameters like RH, ripening temperature, ripening time, microflora of the cheesemaking equipment, brine, etc. and the frequency of washing of the cheese all influence the development of the cheese microflora and dictate the surface characteristics of the final cheese. It is also likely that interactions occur between these parameters but this has not been studied. The high RH prevents the surface of the cheese from drying out while the relatively high temperature and the duration of ripening promote the growth of micro-organisms present while the wasmng' ensures a uniform distribution of micro-organisms on the cheese surface. Generally, one can see visible growth on the cheese surface within a few days of the beginning of ripening. The range of ripening temperature is relatively narrow and is part of the tradition used to make each cheese. A higher ripening temperature is used for
Gruyere and Comte, to promote the growth of propionic acid bacteria (PAB) in these cheeses. There does not appear to be an obvious correlation between the time, the temperature of ripening and the salt and moisture contents of the different cheeses (Table 1). It has been suggested that the microflora of the brine influence the microflora of the immature cheese (Siewert, 1986) but Eliskases-Lechner and Ginzinger (1995b) could not confirm this. Distribution of the smear is vital, as rapid spreading of the micro-organisms from cheese to cheese ensures uniform ripening and reduces the risk of unwanted contaminants, like moulds, colonizing the cheese surface. Washing the cheese disrupts the micro-habitat and the moulds are brought into direct competition with other microorganisms and are out-competed due to their slow growth rates. As a result, a uniform bacterial smear develops. After 2-3 weeks, the desired microflora has developed, and soft and semi-soft cheeses are then wrapped or transferred to another ripening room at a lower temperature for further maturation. The development of the surface microflora is also influenced by the presence or absence of oxygen. If the shelves on which the cheese is ripened are solid, the cheeses must be turned frequently; infrequent turning will limit the amount of oxygen that reaches the surface of the cheese in contact with the shelf, thereby limiting microbial activity to the upper surface and the ~,ori~notor
~ f t]~o r - h o o r
Physical and chemical characteristics of the cheese
pH, salt and moisture also affect the composition of the surface microflora. Variations in these factors, together with different treatments of the milk (pasteurized or raw), type of starter (indigeneous microflora or
Composition of, and ripening conditions for, some bacterial smear-ripened cheeses
Ripening conditions
Composition Cheese
Moisture %
MOnster Port du Salut Reblochon Taleggio Pont I'Ev~que Limburger
56 56 55 48-50 45-50 45-48 (50% max) 45-55 40-42 (44% max) 38-40 31
Tilsit Brick Beaufort Gruyere
From Robinson (1995).
Salt%
Typical aw
%RH
Temperature (~
Time (days)
-90 -90 -90
18-20 12-18 15 3-4 12-13 10-15 4-10 15 8-12
14-21 42-56 35-42 42-56 28-42 14-21 42-56 3O 14 56-89 120 14-21 21-90
1.1-1.3 2.0 1.8-3.0
0.98 0.98 0.97
80-85 -90
2.5 1.8-2.5
0.96 0.98
90 -90
1.1-1.3
-0.97
-92
8-12 10 15-18
Bacterial Surface-ripened Cheeses
commercial preparations), degree of cooking, pressing and salting of the curd before moulding and frequency of washing during ripening, ripening temperature and RH, and the length of the ripening period, have led to the development of the many different varieties of smear cheeses, few of which have been studied in detail. The pH of a young cheese, after acidification of the cheese curd by the LAB, is about 5.0. Yeasts and moulds can develop at this pH but it is generally felt that the salt-tolerant bacterial flora cannot grow at pH values less than 5.6, or even 6.0. Thus, the yeasts grow during the initial stages of ripening, de-acidifying the cheese surface. The consequent increase in pH allows the subsequent development of the sah-tolerant bacterial flora (see 'Staphylococci and micrococci' and 'Coryneforms'). However, recent data show that many bacterial isolates from the cheese surface can grow at pH 4.9, in the presence of 8% salt (Brennan et al., 2002). Generally, smear cheeses are brine-salted and the salt diffuses into the cheese relatively slowly, resulting in a salt gradient with the highest concentration on the surface (see 'Salt in Cheese: Physical, Chemical and Biological Aspects', Volume 1). The surfaces of some cheeses are dry-salted, e.g., Comte. The salt level, in turn, will reflect the method and the length of brining. The longer the cheese is salted, the higher will be the level of salt on the surface. Both the salt and the moisture levels directly affect the water activity (aw). The moisture content of surface-ripened cheeses varies from 38 to 56 g/100 g and the salt level from 1.1 to 2.5 g/100 g (Table 1). The contribution of other solutes besides salt (e.g., other ions, like Ca, phosphate, etc., and amino acids) to aw is very low, so the aw of cheese calculated from the salt and the moisture contents should be an accurate indicator of how quickly the surface flora will grow. The calculated aw values, based on salt and moisture levels (Table 1), vary from 0.95 for Comte, which is a hard cheese, containing <40% moisture, to 0.98 for M~inster, a soft cheese containing 56% moisture. Smear cheeses generally have a high surface area:volume (SA:V) ratio. The smaller the cheese, the higher will be the SA:V ratio and the larger will be the effect of biochemical changes produced by microorganisms present in the smear. The SA:V ratio also affects the salt level, as smaller cheeses will have more rapid salt diffusion.
201
content on the cheese surface. Little information is available on the initial number of yeast on the cheese surface. In an Austrian study (Eliskases-Lechner and Ginzinger, 1995b), where deliberate inoculation of the cheese surface with yeast is not practised, the number of yeast in cheese from 14 Tilsit cheese plants, 3 days after manufacture, ranged from <100 to >3 • 106/cm 2, with an average of 104/cm 2. There is some evidence that the initial number of yeast also determines the final level. For example, cheese with initial levels of < 10 or 1000 yeast/cm 2 reached final levels of 105 and 8 • 107/cm 2 after 2-3 weeks of ripening, respectively (Eliskases-Lechner and Ginzinger, 1995b). In contrast, in another plant in which an unspecified soft cheese was made, the maximum number of yeast was 107-108/cm 2 despite considerable variation in their initial number. The species of yeast found in several different redsmear cheeses are summarized in Table 2. Generally, D. hansenii and G. candidum are the most important species, with Trichosporon beigelii and Yarrowia lipolytica being important in some cheeses. Considerable variation occurred in the species present on Romadour, and to some extent on Limburger, produced in different factories. The significance of this is unclear. A succession of different species has also been noted at different stages of ripening (Wyder and Puhan, 1999). G. candidium has characteristics of both a yeast and a mould. In the past, it was often called the dairy mould but for the purpose of this review it is considered to be a yeast. During the past 50 years, it has gone through several name changes. In the older literature it is sometimes called Oospora lactis or Oidium lactis. Those strains isolated from soft cheeses grow more rapidly and have higher proteolytic activity than those isolated from hard cheeses. Therefore, two main biotypes can be distinguished based on growth rate and proteolytic activity: the first biotype has a rapid growth rate and a strong proteolytic activity, while the second biotype grows weakly and is only slightly proteolytic (Lenoir, 1984). There is considerable genetic diversity in G. candidum isolates from different French mould- and bacterial-ripened cheeses, including Chevre, Camembert, Livarot, Mont d'Or, Reblochon, Tomme de Savoie, Epoisses, St Nectaire, Pont l'Eveque, Brie, Morbier and some unknown cheeses (Marcellino et al., 2001; Gente et al., 2002). De-acidification
Yeast
The growth of yeast on the surface of cheese is not surprising because of the low pH, relatively low moisture content, low temperature of storage and high salt
The yeasts on the surface of smear-ripened cheese have two major functions: de-acidification and production of compounds which stimulate the growth of the smear bacteria. They metabolize the lactic acid produced by the starter bacteria to CO2 and H20, and deaminate amino acids, producing NH3, both of which
202
Bacterial Surface-ripened
Cheeses
Species of yeast found on the surface of different smear-ripened cheeses a
Teleomorph Candida catenulata Candida intermedia Candida rugosa Candida zeylanoides Cryptococcus laurentii Debaryomyces hansenfi Galactomyces geotrichum Saccharomyces dairenensis Torulaspora delbrueckii Trichosporon beigelii Trichosporon ovoides Willopsis california Yarrowia lipolytica Reference
Anamorph
Weinkase
Romadour
Limburger
German
German
German
Factory
Factory
Factory
A
C
A
B 2 2
Candida famata Geotrichum candidum
86 4
95 1
D
A
C
3
Swiss
Tilsit
Reblochon
Austrian
French
12 10
69 6
3
Candida colliculosa
55 21
64 17
85 2
22 52
79 5
2 59 6 28
24 3
22
Candida lipolytica
3
87
1
1
1
1
19
1
1
1
1 4 20
7
2
3
1" Valdes-Stauber et al., 1997; 2: Wyder and Puhan, 1999; 3: Eliskases-Lechner et al., 1995b" 4: B&rtschi et al., 1994. a Results from references 1 and 2 are given as a percentage of the surface yeast microflora; other results are given as a percentage of the number of strains isolated and/or identified.
result in an increase of the pH of the cheese surface from its initial value of---5.0 to >6.5. Thus, a pH gradient is set up with the core being more acid than the SRI l~LIC. Ill turn, tl,la Ill permits t i l t ; growth of the salt-tolerant bacterial flora. De-acidification not only enables the desirable bacteria to grow but also enhances the action of enzymes, important in ripening, the optimum pH of which is often close to neutrality (Gripon, 1997). The increase in pH modifies the rheological properties of the cheese, resulting in a soft body, which is typical of this type of cheese. Eliskases-Lechner and Ginzinger (1995b) examined the de-acidification properties of 305 strains of yeast in a medium containing 1% yeast-nitrogen-base solution and 3% lactate at pH 4.8. The strains differed in the final pH value attained and in the rate of pH increase: 23% of the strains neutralized (pH 7.0) the medium within 72 h, 33% within 94 h and 38% within 120 h. The inter-strain differences indicated that an unsuitable yeast flora can cause a delay in de-acidification. In such cases, the addition of rapidly de-acidifying yeast may be necessary. Differences in the rate of de-acidification by isolates of different origins were observed, especially in isolates from the brine, which showed very low de-acidification activity. This suggests that brine is not a major source of yeast. These workers also reported no correlation between the change in pH and the composition of the yeast flora on the cheese surface. In spite of low numbers of yeast, de-acidification on the cheese surface was
not delayed, indicating that de-acidification depends not only on the number of yeast present but also on the strain. Production of stimulatory compounds Yeasts on the surface of these cheeses also produce stimulatory growth substances, which appear to be necessary for the growth of B. linens. A study by Purko et al. (1951a) on the associative action between some yeast and B. linens showed that the latter did not grow on a vitamin-free agar medium but when the same medium was inoculated with yeast, B. linens grew around the yeast colonies. These workers also showed that strains of yeast isolated from the surface of Limburger cheese produced significant amounts of pantothenic acid, niacin and riboflavin. Purko et al. (1951b) demonstrated that B. linens grown on a semi-synthetic medium containing either pantothenic acid or p-aminobenzoic acid did not require biotin for growth and that the rate and the amount of growth of B. linens increased greatly in the presence of pantothenic or p-aminobenzoic acid. Lubert and Frazier (1955) demonstrated that the autolysates of yeast isolated from the smear of Brick cheese contained substances that stimulated the growth of Micrococcus caseolyticus, Mc. freudenreichii and Mc. varians. Two of these species, Mc. caseolyticus and Mc. varians have subsequently been reclassified as Staphylococcus caseolyticus (Schleifer et al., 1982), which has been reclassified again as Mc. caseolyticus (Kloos et al., 1998).
Bacterial Surface-ripened
Yeasts also contribute to the ripening process through their proteolytic and lipolytic activities which, although slight, would be active during several weeks of ripening. In addition, they prevent the surface of the cheese from drying out and influence flavour formation by producing volatile acids and carbonyl compounds (Siewert, 1986). Staphylococci
Cheeses
203
while Staphylococcus spp. have a low GC content and are included in the clostridial branch. Although they appear similar (clusters of cocci) under the microscope, they are easily separated from each other. Micrococci are resistant to furazolidone and lysostaphin and, when they produce acid from glucose, do so only under aerobic conditions, while staphylococci are sensitive to furazolidone and lysostaphin and produce acid from glucose anaerobically. Phylogenetic and chemotaxonomic analyses have shown that the genus Micrococcus is very heterogeneous and more closely related to Arthrobacter than to Staphylococcus. Recently, it has been separated into five genera, Micrococcus sensu stricto, Kocuria, Nesterenkonia, Kytococcus and Dermacoccus, and these genera, together with others such as Arthrobacter and Stomatococcus, belong to the family Micrococcaceae (Stackebrandt et al., 1995, 1997). The species of Staphylococcus and Micrococcus found on the surface of several cheeses are summarized in Table 3. Whether Casar de Caceres should be considered a smear cheese is not clear. It is included because
and micrococci
Although coryneform bacteria play the most important role in the ripening of smear- cheese, recent studies have indicated that large numbers of micrococci and staphylococci are also found on the surface of these cheeses (Cacares etal., 1997; Irlinger etal., 1997; Vald~s-Stauber et al., 1997; Carnio et al., 1999; Irlinger and Berg~re, 1999; Bockelmann and Hoppe-Seyler, 2001; Brennan et al., 2002). Micrococcus and Staphylococcus have been placed in the same family, but they are not related phylogenetically. Micrococcus spp. have a high GC content and are included in the actinomycetes branch of the eubacteria,
Species of Staphylococcus and Micrococcus (number of isolates) isolated from different smear-ripened cheese
Pont I'Eveque
Livarot
Munster
Maroilles
Several French cheeses a
Casar de Caceres b
Staphylococci S. aureus S. capitis S. caprae S. caseolyticus S. cohnii S. epidermidis S. equorum S. gallinarum S. hominis S. intermedius S. lentus S. saprophyticus S. sciuri S. vitulis S. xylosus Unidentified Total number of strains
2
2
9 1
3
2 3
1
1
1
6 1 1 36 5
89 3
2
1
1 1 6
2
9 3 18
1 6 23
1 3 15
5 2 8
7 7 3 2O 16 1 145
1 3 10 3 115 183
Micrococci Micrococcus luteus Kocuria varians K. roseus K. kristinae Unidentified Total number of strains Raw milk Reference
22
3 3
7
+/1
5 5 +/1
1 1 +/1
1" Michaux (1983); 2: Irlinger et al. (1997); 3: C~.cares et aL (1997). a Mostly from the surface. b 1 cm below the surface. c Brachybacterium species.
1 1 8
3c +/1
10 2
+ 3
204
Bacterial Surface-ripened Cheeses
dry salt is spread on the surface a few times during ripening which may help it to develop a surface flora. Staphylococci are more important than micrococci with
Staph. equorum, Staph. saprophyticus, Staph. caseolyticus and Staph. xylosus being the most prominent species. Staph. caseolyticus has been reclassified as Macrococcus caseolyticus (Kloos et al., 1998). Staph. equorum was more or less the dominant bacterium on the surface of different French and German cheeses in the studies of Carnio et al. (1999) and Bockelmann and Hoppe-Seyler (2001). Recently, two new species of staphylococci, Staph. fleuretti and Staph. succinus subsp, casei, have also been isolated from smear-ripened cheeses (VernozyRozand et al., 2000; Place et al., 2002). Recent data show that a progression of bacteria occurs in the smear; staphylococci are the major organisms found early in ripening and are replaced by coryneform bacteria some days later (Brennan et al., 2002). In addition, low numbers of coagulase-positive pathogenic species, e.g., Staph. aureus, Staph. intermedius and Staph. hyicus have been isolated from a few cheeses. The cheeses from which they were isolated are all raw-milk cheeses which may imply that they originated in the raw milk. The dominant micrococci appear to be Kocuria varians and Mc. luteus. Most strains of staphylococci and micrococci can grow in the presence of 10% salt, which means that a general-purpose medium containing sufficient salt to inhibit the starter bacteria would be a very good selective medium. Staphylococci are also inhibited by furazolidone, implying that furazolidone-containing media should be selective for micrococci. Plate Count Agar containing 5% NaC1 was used by Eliskases-Lechner and Ginzinger (1995a) and Brennan et al. (2002) to isolate the bacteria from the smear of Tilsit and Gubbeen cheeses, respectively. At each stage of ripening (4, 16, 23 and 37 days) of Gubbeen, the predominant organisms were coryneforms, and very few staphylococci and no micrococci were found (the staphylococci were found mainly on day 4 of ripening). Significant numbers of non-pigmented micrococci (whether they were staphylococci or micrococci was not determined) have been found on the surface of Comte and Beaufort cheeses during ripening, and the flora was dominated by coryneforms (Piton-Malleret and Gorrieri, 1992). Coryneforms Coryneform bacteria (Arthrobacter, Brachybacterium, Brevibacterium, Corynebacterium, Microbacterium and Rhodococcus spp.) and related taxa occur almost everywhere on living and non-living matter in the environment. They are especially important on the surface of smeared cheeses, and numerous species have been
found in different cheeses, particularly Tilsit (Table 4). The classification of coryneform bacteria is very confusing. The methods used in recent years include chemotaxonomic techniques, e.g., polyamine patterns (Altenburger et al., 1997; Busse und Schumann, 1999), fatty acids (Kampfer und Kroppenstedt, 1996), numerical taxonomic analysis (Kampfer etal., 1993) and assessment of the heterogeneity of partial 16S rRNA sequences by temperature-gradient gel electrophoresis (TGGE; Felske et al., 1999). Other methods, which place more emphasis on the identification of coryneform genera, have also been reported, e.g., analysis of physiological characteristics by the BIOLOG Identification System (Lindenmann etal., 1995) or the API (RAPID) Coryne database (Funke et al., 1997) or the RapiD CB Plus system (Funke et al., 1998), comparative 16S rDNA sequence analysis (Bockelmann et al., 1997b), the use of genus-specific oligonucleotide probes (Koll6ffel etal., 1997), fluorescence in-situ hybridization (FISH) and colony hybridization (Koll6ffel et al., 1999), as well as Fourier-transform infrared spectroscopy (Oberreuter et al., 2002). The latter is receiving more attention, since an extensive database for the identification of bacteria from the two suborders Micrococcineae and Corynebacterineae, is now available (Oberreuter et al., 2002). Such studies have shown that many of the coryneform bacteria isolated from cheese have been misclassifled. For example, Microbacterium flavurn, which was isolated from an unspecified variety of cheese, has been redesignated as Corynebacterium flavescens (Barksdale et al., 1979), Caseobacter polymorphus, originally isolated from Limburger and Meshanger cheese, as C. variabilis (Collins et al., 1989), B. ammoniagenes as C. ammoniagenes (Collins, 1987) and methanethiol-producing coryneforms, isolated from Cheddar cheese and milk, as B. casei (Collins et al., 1983). In addition, the genus Aureobacterium has been amalgamated with Microbacterium (Takeuchi and Hatano, 1998). Such data suggest that many of the bacteria in Table 4 may be misidentified. New results from molecular bacterial taxonomy revealed that there is no taxon 'coryneform bacteria' (Stackebrandt etal., 1997). Today, the family names Micrococcaceae, Brevibacteriaceae and Corynebacteriaceae should be used with the corresponding genera (Table 5). For practical reasons, the expression, coryneform bacteria, is still widely used to group Arthrobacter, Brevibacterium, Corynebacterium and Microbacterium spp., and will be used in this paper, too. Brevibacterium linens
B. linens is a major micro-organism in the smear of surface-ripened cheeses. Its enzymes, especially its proteolytic and lipolytic ones, and biochemical characteristics
Bacterial Surface-ripened Cheeses
205
Different species (as number of isolates) of coryneforms found in smear-ripened cheeses
Limburger Species Arthrobacter citreus A. globiformis A. nicotianae A. variabilis Arthrobacter spp. Brachybacterium alimentarium Br. tyrofermentans Brevibacterium fermentans B. fuscum B. helvolum B. linens B. oxydans Brevibacterium sp. Corynebacterium ammoniagenes C. casei C. mooreparkense C. variabilis C. flavescens Corynebacterium sp. Curtobacterium insidiosum Curto. poinsettiae Curto. betae Microbacterium imperiale Microbacterium gubbeenense Total number Reference
a
b
Romadour
Weinkase
Harzer
Taleggio
1 5
1
5
2
5
1
2
7
2
Tilsit
Gubbeen
Gruyere
Beaufort
+ +
+ +
5
5
19 102 10 14 43
1 2
1 3
4
5
2
2
77 3
4 8
3
3
16
1
53 115 44
1
1 +
4
3
1
2
6
5 25
8 12 4
33 27
11
13
33
13
1
1
1
1
1
385 2
3
4
1" Valdes-Stauber et al. (1997); 2: Piantanida et al. (1996); 3: Eliskases-Lechner and Ginzinger (1995a); 4: Brennan et al. (2002); 5: Schubert et aL (1996). a Includes Weinkase. b Includes Romadour cheese.
influence the ripening and final characteristics of smear surface-ripened cheeses (for review, see Rattray and Fox, 1999). Because of its ubiquitous presence on the surface of a variety of cheeses, such as Limburger, Manster, Brick, Tilsiter and Appenzeller, it has long been recognized as an important dairy micro-organism. B. linens is strictly aerobic, halotolerant, with a rod-coccus growth cycle, temperature growth optimum of 20-30~ and optimum growth at pH 6.5-8.5. The growth of B. linens on the cheese surface is stimulated by vitamins produced by the yeasts (Purko et al., 1951). Extracellular, cell wall-associated and intracellular proteinases have been reported for B. linens, as well as
the ability to produce different bacteriocins and pigments for colour development on the cheeses (see 'Cheese pigmentation and colour development'). The early literature suggests that the only organism in the smear was Bacterium linens (Wolff, 1910), which was later reclassified as Brevibacterium linens (Breed, 1953). More recently, B. linens has been reported to represent only 30% of the bacteria on the surface of smear-ripened cheese (Brandl, 1980; Busse, 1989), 22% of the total microflora of Limburger cheese (E1-Erian, 1969) and 15% of the total microflora of Tilsit cheese (Bockelmann, 1997). Recent studies have indicated that several other coryneform bacteria, besides B. linens, including
206
Bacterial Surface-ripened Cheeses
Current hierarchic classification of bacterial families and genera with relevance for smear cheeses
Actinobacteria Micrococcineae Micrococcaceae
Arthrobacter, Micrococcus, Kocuria, Renibacterium Brevibacteriaceae
Brevibacterium Microbacteriaceae
Microbacterium/Aureobacterium, Clavibacter, Curtobacterium Dermabacteriaceae
Brachybacterium, Dermabacter Corynebacterinea Corynebacteriaceae
Corynebacterium, Turicella Nocardiaceae
Rhodococcus, Nocardia Firmicutes with low GC content of DNA
Staphylococcus, Enterococcus, Listeria, Bacillus From Bockelmann and Hoppe-Seyler (2001).
Arthrobacter citreus, A. globiformis, A. nicotianae, B. imperiale, B. fuscurn, B. oxidans, B. helvolum, Brachybacterium alimentariurn, Br. tyro-fermentans, Corynebacterium arnrnoniagenes, C. betae, C. casei, C. mooreparkense, C. insidiosum, C. variabilis, Curtobacterium pointsettiae, Microbacterium imperiale and Mc. gubbeenense, are also found on the surface of various cheeses (Table 4; Seiler, 1986; Busse, 1989; Eliskases-Lechner and Ginzinger, 1995a; Schubert et al., 1996; Irlinger et al., 1997; ValdesStauber etal., 1997; Carnio etal., 1999; Irlinger and Bergere, 1999; Bockelmann and Hoppe-Seyler, 2001; Brennan et al., 2002). The importance of each of the species listed in Tables 3 and 4, in the development of the flavour of smear-ripened cheese, has not been determined. However, Leclercq-Perlat et al. (2000a,b) carried out an extensive study of the growth of D. hansenii and B. linens, the utilization of lactate and the production of acid-soluble nitrogen and NPN, in aseptically made, model soft-cheese during ripening. D. hansenii grew rapidly during the first 2 days and then slowed down but it continued to grow exponentially (generation time - 7 0 h) until day 10 (pH of rind ---6), after which growth stopped. In contrast, B. linens did not begin to grow until about day 15 when the pH was --7 but it then grew exponentially until day 70 (generation time 70 h). Total cell numbers of each micro-organism were 10-100-fold higher than their respective viable counts. The pH of the rind increased linearly during the first 23 days at a rate of 0.12 pH units/day while the lactate level in the rind decreased linearly at a rate of 12.5 mmol/kg of dry matter per day up to day 25, then more slowly until day 35 when it was essentially zero. The lactate level in the inner mass of the cheese also
decreased linearly until day 41. Acid-soluble nitrogen increased exponentially throughout ripening, and the rate was faster when the cheese was stored at 4 ~ (day 43-day 76) than when the cheese was held at 13 ~ from day 2 to day 43. The most rapid increase in NPN was between day 22 and day 42 when the cheese was held at 13 ~ although it also increased during storage at 4 ~ The NH3 concentration in the rind remained low during the first 24 days of ripening after which it increased linearly to a level of 2 g/kg DM on day 76. The changes in NPN correlated positively with the growth of B. linens.
Corynebacterium Corynebacteriurn spp. are facultatively anaerobic, Grampositive chemo-organotrophs, which are widely distributed in soil, plants and waste water (Crombach, 1972) and may occur in various foods. Some species of the genus Corynebacterium are major components of the smear microflora of bacterial smear surface-ripened cheeses, e.g., C. ammoniagenes (Table 4). Many Corynebacterium and Arthrobacter isolates in Table 4 have not been identified to soecies level and recently two new species, C. casei and C. mooreparkense, were found in large numbers, especially at the later stages of ripening on the surface of an Irish smear-ripened cheese (Brennan etal., 2001a). Methanethiol is considered to be an important compound in flavour determination of these cheeses and all ten isolates of C. mooreparkense and three of ten isolates of C. casei were able to produce it. In addition, C. rnooreparkense and C. casei had esterase and leucine arylamidase activitities, and C. mooreparkense had lipase activity which probably play some role in cheese ripening (Brennan et al., 2001a). Other new species have also been isolated including Brachybacterium tyroferrnentans and Br. alimentariurn from the surface of Gruyere and Beaufort cheese (Schubert et al., 1996) and Microbacterium gubbeenense from Gubbeen cheese (Brennan et al., 2001b). It is probable that the surface of red-smear cheeses will be a source of further new species. Arthrobacteria
Arthrobacter spp. are Gram-positive, chemo-organotrophs which have a respiratory metabolism, never fermentative, are widely distributed among the bacterial population of soil, and are major components of the smear microflora of some surface-ripened cheeses (Mulder et al., 1966; E1Erian, 1969; Eliskases-Lechner and Ginzinger, 1995a; Valdes-Stauber et al., 1997, Table 4-). Mulder et al. (1966) isolated 22 strains of Arthrobacter, which formed grey-white colonies, from the surface of many types of cheese. In the presence of NaC1, they could develop at pH 5.5, i.e., considerably earlier than other coryneforms. E1-Erian (1969) isolated 173 strains
Bacterial Surface-ripened Cheeses
of Arthrobacter from Limburger cheese and classified them into four groups according to the colour of the colonies formed during growth. The studies of Seiler (1986) indicated the importance of yellow-pigmented Arthrobacter species for ripening of Tilsit cheeses. Coryneform bacteria on 21 brick cheeses were isolated and identified by Valdes-Stauber et al. (1997). Of 148 isolates differentiated in microtiter plates by comparison to reference strains, 21 Arthrobacter sp. and 14 A. nicotianae strains could be identified; A. citreus appeared only sporadically. Bockelmann et al. (1997a) found that the development of red colour could be promoted by mixed-cultures of yellow Arthrobacter strains and B. linens. The importance of yellowpigmented A. nicotianeae for the development of the typical reddish-brown colour of semi-hard cheese has been confirmed (Bockelmann et al., 1997a). Despite their presence at high cell numbers on the surface of several cheeses, only a few studies on the enzymology of dairy Arthrobacter spp. have been reported (see 'Flavour development'). Some Arthrobacter strains isolated from the surface of red-smear cheeses are known to produce bacteriocins or bacteriocin-like substances. Hug-Michel et al. (1989) isolated 80 bacterial strains from the surface of Vacherin Mont d'Or cheese, including seven A. protophormiae and one A. uratoxydans strains. A wide taxonomical distribution of the lin gene, responsible for production of Linocin M18 within coryneform bacteria, has been demonstrated by Valdes-Stauber and Scherer (1996); five out of six Arthrobacter strains tested possessed the gene necessary for the production of Linocin M18. From a total of 2613 individual colonies, eleven Arthrobacter strains were shown to produce clear zones of inhibition on solid media against six or more strains of Listeria monocytogenes (Carnio et al., 1999). The secondary flora Enterococci
Enterococci are ubiquitous bacteria which frequently occur in large numbers in dairy and other food products. Although they share a number of biotechnological traits (e.g., bacteriocin production, probiotic characteristics, usefulness in dairy technology) there is no consensus on whether enterococci pose a threat as food-borne pathogens (Giraffa et al., 1997). The presence of enterococci in dairy products has long been considered as an indication of poor hygiene during the production and processing of milk. On the contrary, many authors suggest that enterococci may have a potential desirable role in some cheeses because they occur in large numbers (up to 107-108 cfu/g) in the indigeneous microflora of many cheeses. For example, enterococci were found to be present in more than 96% of 48 Italian fresh, soft and semi-
207
hard cheeses examined, ranging from 101 to 106 cfu/g. In hard and semi-hard cheeses, the counts of Enterococcus spp. were greater, and the organisms persisted longer, than the other microflora (Gatti et al., 1993). Numerous strains of enterococci associated with food systems are capable of producing a variety of antibacterial proteins (enterococcins) with activity against food-borne pathogens, such as Listeria monocytogenes, pathogenic clostridia or Staphylococcus aureus (for review, see Giraffa, 1995). An overview of the potential of enterococcal bacteriocins in model cheese systems is given in 'Enterococcal bacteriocins'. Non-starter lactic acid bacteria
Non-starter lactic acid bacteria (NSLAB) are mesophilic lactobacilli and pediococci, which form a significant portion of the microbial flora of most cheese varieties during ripening (Beresford et al., 2001). They are not part of the normal starter flora and, generally, they do not grow well in milk (Cogan et al., 1997). Lactobacilli are either (i) obligatory homofermentative, (ii) facultatively heterofermentative or (iii) obligatory heterofermentative (Kandler and Weiss, 1986). Many species of mesophilic lactobacilli have been isolated from surface-ripened cheese, but the most frequently encountered are Lactobacillus caseilLb, paracasei, Lb. plantarum, Lb. rhamnosus and Lb. curvatus (Ennahar et al., 1996; Coppola et al., 1997). As NSLAB are found in cheeses made from raw or pasteurized milk, the major source of these microorganisms may be the raw milk itself, or in case of cheese made from pasteurized milk, either post-process contamination or failure of pasteurization to fully inactivate them (Beresford et al., 2001). Non-starter lactic acid bacteria may have some effect on the maturation of cheeses. Pediococci, which develop in Comte cheeses, have proteolytic, lipolytic and esterolytic activities (Bhowmik and Marth, 1990) and therefore could play a beneficial role during cheese ripening. In the same way, facultatively heterofermentative lactobacilli are potentially highly proteolytic (Khalid and Marth, 1990). Bouton etal. (1998) suggested that the high number of lactobacilli present at the end of ripening indicated that these bacteria could have an effect on flavour development. Only a few authors report significant numbers of NSLAB in red-smear cheeses, most of them in lowmoisture hard cheeses, whereas in other extensive studies (Carnio etal., 1999; Brennan etal., 2002), no information about the incidence of NSLAB is reported. Coppola etal. (1997) isolated lactobacilli (mainly Lb. paracasei subsp, paracasei and Lb. rhamnosus) and pediococci (Pediococcus acidilactici) from MRS agar during the later stages of Parmiggiano Reggiano cheesemaking. In the study of Bouton et al. (1998), the number of propionibacteria, facultative heterofermentative lactobacilli
208
Bacterial Surface-ripened Cheeses
and enterococci increased during the ripening of Comt~ cheese. On the other hand, Lb. plantarum WIlE 92 was found at high levels (108cfu/g cheese) among 1962 bacterial isolates from the surface of a soft smear cheese (Mfinster) and had anti-listerial activity (Ennahar et al., 1996; see 'Bacteriocins of lactic acid bacteria'). Propionic acid bacteria Propionic acid bacteria (PAB) grow in many cheese varieties and are the characteristic microflora associated with surface-ripened Swiss-type cheeses such as Gruyere, Appenzeller, or Comte. In cheese manufactured from raw milk, sufficient 'wild' PAB are present. However, with the advent of pasteurization, PAB are now added to the cheese milk at the beginning of manufacture to ensure that they are present in sufficiently high numbers (Vorobjeva, 1999). The cheeses undergo a propionic acid fermentation, and the propionic and acetic acids produced contribute to the development of characteristic flavours of the cheese. Flavour development
Sulphur amino acids Sulphur compounds are particularly important in the flavour of probably all cheeses, particularly smearripened varieties. Metabolism of sulphur amino acids by bacteria associated with cheese has been reviewed by Weimer et al. (1999) but was treated mainly from the involvement of lactococci and lactobacilli in Cheddar cheese. It was originally thought that methanethiol (CH3SH) was the major sulphur compound produced and that B. linens was the main organism responsible. Recent evidence suggests that other micro-organisms on the cheese surface, including Mc. luteus, S. equorurn, B. acetobutylicum (but not B. flavurn), C. glutamicum, Arthrobacter spp., several unidentified coryneforms, G. candidurn and the starters, Lc. lactis and Lb. helveticus, also produce CH3SH (Bloes-Breton and Bergere, 1997; Dias and Weimer, 1998a; Berger et al., 1999; Bonnarme et al., 2000). These studies have also shown that other sulphur compounds, including dimethyl sulphide (DMS), dimethyl disulphide (DMDS), dimethyltrisulphide (DMTS), thiols (2-propanethiol, 2methylpentanethiol), thioesters (methyhhioacetate, methylthiobutanoate, methyl thiopentanoate), are also involved. These are termed the volatile sulphur compounds (VSC) and quantitatively are produced in very small amounts but as they have very low flavour thresholds, small amounts (Ixg~g) are important in flavour perception. CH3SH is produced enzymatically from methionine and the other compounds, particularly DMS, DMDS and DMTS are formed from it by chemical (non-enzymatic) means (see 'Catabolism of Amino Acids in Cheese during Ripening', Volume 1).
The most studied VSC is CH3SH, which is produced by two pathways. One involves its direct production from methionine by L-methionine-y-lyase in an oty elimination reaction in which NH3 and ot-ketobutarate are also produced (Fig. 1). The second mechanism involves a two-step reaction involving an amino transferase or transaminase, which produces ot-keto-y-methyl-thiobutyric acid (KMBA) and glutamate from methionine and ot-ketoglutarate, respectively, cx-Keto-y-methyl-thiobutyric acid is subsequently transformed to CH3SH. Both pathways appear to be present in many of the organisms examined but which is more important has not been examined. The enzyme activities are very low but so are the flavour thresholds of these compounds. In addition, these enzymes must be active at the relatively high salt (5-10%) concentrations in these cheeses. The k-methionine-3,-lyase (EC 4.4.4.11) from B. linens has been purified (Dias and Weimer, 1998b). It consists of four identical 43-kDa sub-units. Its optimum temperature is 25 ~ and its optimum pH 7.5. The enzyme is inhibited by carbonyl reagents and NaC1 but not by metal-chelating agents; 5% NaC1 reduces the activity to 10% implying that the enzyme may not be active in the cheese matrix. Dias and Weimer (1998a) found significant production of CH3SH by six of the seven strains of B. linens; however, a commercial strain, B. linens BLI, produced only insignificant amounts. B. acetylicurn produced almost as much as the best strain of B. linens, and B. flavum (seven strains) produced none. Micrococci (four strains) were poor producers, but Lc. crernoris S1 and Lb. helveticus CNRZ 32 produced significant amounts. Production of CH3SH from methionine and KMBA by growing cells by five strains of bacteria, commonly found on the surface of cheese, was compared by Bonnarme et al. (2000). Very small amounts of CH3SH were produced, but significant amounts of DMDS and DMTS were produced by B. linens ATCC 9175, Mc. luteus 790 and C. glutarnicurn D13. Resting cells of B. linens 9175 were also efficient, with Mc. luteus 790 and an Arthrobacter sp. producing 50% of that produced by B. linens, while Staph. equorurn 1265 and C. glutamicum D 13 only produced 35 and 27%, respectively. Cell-free extracts produced very little CH3SH from KMBA except for C. glutamicum, while B. linens, C. glutarnicum and the Arthrobacter sp. produced significant amounts of it from methionine; production by Staph. equorum and Mc. luteus was poor. Four of the ten strains of G. candidurn have also been shown to produce significant amounts of CH3SH, DMS DMTS, S-methyl thioacetate, S-methyl thiopropionate, S-methyl thioisobutanoate, S-methyl thioisovalerate and S-methyl thiohexanate (Berger et al., 1999). Except for CH3SH, the exact pathways involved in the production
Bacterial Surface-ripened Cheeses
209
Two pathways for the production of methanthiol. Reprinted from Bonnarme etal. (2000) with permission. Met ATase, methionine aminotransferase; KMBA, oL-keto-h,-methyl thio butyric acid DMDS, dimethyl disulphide; DMTS, dimethyl trisulphide; oL-KG, o~-ketoglutarate; MTL, methanethiol.
of these compounds have not been determined but the redox potential (Eh) is thought to be important. Proteinases and lipases The smear bacteria also contribute to the ripening process through their proteolytic and lipolytic activities. Hosono and Tokita (1970) studied the lipolytic properties of C. mycoderma and D. kloekeri isolated from the surface of Limburger cheese. Both yeasts produced extracellular lipases with a pH optimum of 4.5, and optimum temperatures of 35 and 30 ~ for the lipases of C. mycoderma and D. kloeckeri, respectively. These workers also reported that the lipase of C. mycoderma released considerably more lauric, myristic and palmitic acids and less stearic acid from milk fat than the lipases of D. kloekeri. Three esterases, which were active on aliphatic and nitrophenyl esters, were isolated from Brevibacteriurn strain R312 (Lambrechts et al., 1995); they had an optimum pH of 6-8, 7.6 and 8, and optimum temperatures of 43, 36 and 30 ~ respectively. Two of them appeared to be sulphydryl enzymes. An extracellular proteinese and an intracellular aminopeptidase have been purified from B. linens ATCC 9174 (Rattray etal., 1995; Rattray and Fox,
1997). The proteinase is a dimer of molecular mass 126 kDa. Its optimum pH is 8.5, its optimum temperature 50 ~ and it is activated by Mg 2+ and Ca2+; Hg 2+, Fe 2+ and Zna+ strongly inhibited the enzyme. NaC1 also stimulated the enzyme which appeared to be a serine proteinase. The aminopeptidase was a thiol enzyme with a mass of 59 kDa, had an optimum pH of 8.5, an optimum temperature of 35 ~ and was inhibited by Co 2+ and Zn 2+. Some of the putative extracellular enzymes from A. nicontianae, which may be important in cheese ripening, including two serine proteinases, a proline iminopeptidase and an esterase, have been purified by Smacchi et al. (1999a,b, 2000). The proteinases had molecular masses of 54 and 71 kDa and pH optima at 9-9.5; they also had considerable activity at pH 6 on Ors1- and [3-caseins. The proline iminopeptidase hydrolysed proline-containing peptides under the pH, temperature and salt concentration of surface-ripened cheese. An extracellular proline iminopeptidase has also been purified from C. variabilis (Gobbetti et al., 2001). It is a serine enzyme with a pH optimum of 8.5 however, significant activity also occurred at pH 6 and in the presence of 7.5% NaC1, implying that it would also be active on the cheese surface during ripening.
210
Bacterial Surface-ripened Cheeses
G. candidum produces several intracellular and extracellular proteinases (Lenoir, 1984; Hannan and Gueguen, 1985) and lipases (Alifax, 1979; Sidebottom et al., 1991). Cheese pigmentation and colour development
The smear bacteria are also thought to be responsible for the development of the surface pigmentation characteristic of red-smear cheese. Considering the low percentage of B. linens in the smear reported by E1-Erian (1969) and more recently by Bockelmann (1997), it is unlikely that this organism is solely responsible for the colour of the smear. Seiler (1986) demonstrated the importance of yellow-pigmented Arthrobacter species in the ripening of Tilsiter cheese, and Bockelmann et al. (1997a) reported that the development of the redorange colour in the cheese could be promoted by a combination of a yellow Arthrobacter spp. and B. linens. A more intense colour was observed on addition of casein hydrolysate to the growth medium, indicating that the strong proteolytic activity of B. linens may promote colour development. Lee et al. (1985) reported that the metabolism of phenylalanine and tyrosine is essential for the development of colour by coryneform bacteria isolated from cheese, while Ferchichi et al. (1986) reported that methionine is essential for the development of orange pigments by B. linens. These findings were confirmed by Bockelmann et al. (1997a), who observed that the development of the red-orange pigmentation was not achieved on addition of single amino acids to the growth medium. Tyrosine was reported to be the only amino acid which influenced colour, but the characteristic red-orange colour of smear-ripened cheese was not produced. Addition of combinations of tyrosine, phenylalanine and methionine, which have been reported to be responsible for colour development by coryneform bacteria, did not result in the development of pigmentation, indicating that the development of red-orange pigmentation is more complex. Piantanida et al. (1996) showed that the smear micro-organisms influence the surface colour of Taleggio cheese. A white surface indicated the presence of G. candidum, a yellow colour C. flavescens, yellow-green patches the presence of A. globiformis and A. citreus, while a uniform pink-red surface indicated the presence of B. linens.
Origin of the surface microflora
Bacterial smear-ripened cheeses have a long tradition. Without the knowledge of the bacterial nature of the surface flora, a large variety of smear cheeses was pro-
duced long before 1900 (Fox, 1993). Numerous species of yeast and bacteria have been isolated from the surface of smear cheese (Tables 2, 4 and 5). This raises the question 'where do these micro-organisms originate from?' Deliberate inoculation of the cheese surface is generally confined to commercially available cultures of D. hansenii, G. candidum and/or B. linens. Many cheese producers do not rely solely on these cultures (see 'Secondary and Adjunct Cultures', Volume 1). Traditionally, the surface flora of mature cheeses is used as the source of micro-organisms for smearing young cheeses; the necessary micro-organisms are transferred from the mature cheese to the brine before smearing of the young cheeses is begun. However, commercially available surface starters do not reflect the microbial composition of the cheese surface. Thus, cheese milk, brine, air, utensils and shelves are all possible sources of the surface microflora. Since the introduction of pasteurization, which has considerably improved food safety, the cheese milk flora has less influence on the surface microflora of cheeses (Holsinger et al., 1997), the dependance on an intact 'house microflora' and starter cultures has increased considerably. For cheeses made from raw milk, the evolution of the microflora of Comte cheeses made in duplicates from different sources was followed during ripening (Bouton et al., 1998). Comparison of the cheeses revealed no significant difference in the development of the microflora. Most of the micro-organisms found on the cheese surface are very salt tolerant, so brines could also be a source (Bockelmann and Hoppe-Seyler, 2001). However, Eliskases-Lechner and Ginzinger (1995b) found pure cultures of D. hansenii on the surface of Tilsiter cheese at all stages of ripening, even when other species, e.g., Kluyveromyces marxianus and Trichosporon beigelii, were the dominant organisms in the brine. In another study (Eliskases-Lechner and Ginzinger, 1995a), Austrian bacterial surface-ripened cheeses were examined for changes in microbial composition of the smear. The bacterial flora was a mixed population. B. linens, which had been deliberately smeared on the cheese surface, comprised 30% of the total bacterial count, and A. globiformis and C. ammoniagenes were also dominant, although they were not added to the smear. All other species found occurred only sporadically or were found in the smear from a single plant. Thus, one can conclude that all bacteria which grow on the surface and which have not been added deliberately are probably adventitious contaminants, which grow well in the presence of the high salt concentrations and relatively high pH of the cheese surface. It is likely that the major sources are the brine and the wooden shelves on which the cheese rests during ripening (Beresford et al., 2001).
Bacterial Surface-ripened Cheeses
Galli et al. (1996) investigated several Taleggio cheese samples at the end of ripening. The bacteria on the surface layer (109-10 l~ cfu/g smear) were either Gram-positive cocci (Mc. sedenterius, Staph. xylosus, Staph. sciuri) or were Gram-positive irregular asporogeneous rods (Microbacterium lacticum, B. linens, B. casei). Mb. lacticum and B. linens, together with some Micrococcus and Staphylococcus isolates were found to be mainly responsible for the typical orange pigmentation of the ripe cheeses. Bockelmann and Hoppe-Seyler (2001) analysed the surface flora of semi-hard Tilsit, soft Chaumes and semihard goat's milk cheese. D. hansenii was the predominant yeast at all stages of ripening, and 75-95% of the bacteria were coryneforms. Yellow-pigmented coryneform isolates (1-30%) were A. nicotianae, whereas B. linens was only 0-15%. Non-pathogenic staphylococci, mainly Staph. equorum, comprised 5-15% of the total flora. An extensive study of Danbo, a smear-ripened Danish cheese, showed that D. hansenii was the dominant yeast (Petersen et al., 2002). Using restriction analysis of mitochondrial DNA, these workers showed that none of the four strains in the brine were detected on the cheese surface when it was removed from the brine. Furthermore, there was a progression of strains, since another dominant strain of D. hansenii, which was different from those detected on the cheese early in ripening, developed later in ripening. This strain was able to grow better than the other strains at the pH and salt levels on the cheese surface. Recently, another extensive study was conducted (Brennan et al., 2002) of the bacteria on the surface of a farmhouse smear-ripened cheese at different stages of ripening. Of 400 isolates, 390 were lactate-utilizing coryneforms and 10 were coagulase-negative staphylococci. The cheeses were dominated by single clones of novel species of C. casei (50.2%), C. mooreparkense (26%) and Mb. gubbeenense (12.8%). B. linens BL2 was not found in the surface flora of the cheese, even though it had been deliberately inoculated on to the cheese surface; in fact, it was inhibited by all the Staphylococcus and many of the coryneform isolates. The source of C. casei, C. mooreparkense and Mb. gubbeenense on the cheese surface was not determined. Defined cultures
Deliberate inoculation of the cheese surface is generally confined to commercially available cultures of D. hansenii, G. candidum and/or B. linens. However, these micro-organisms do not reflect the microbial composition of the cheese surface. So far, there is little knowledge about the influence of different strains on colour development of red-smear cheese. Because B. linens produces orange (or red)-coloured colonies, several
211
groups of workers have distinguished between the colour of the colonies in the smear cheese, e.g., orange, yellow or non-pigmented (Seiler, 1986; Piton-Malleret and Gorrieri, 1992; Eliskases-Lechner and Ginzinger, 1995a; Hoppe-Seyler et al., 2000). The orange-coloured colonies are considered to be B. linens and the yellow-coloured ones, Arthrobacter spp. (Hoppe-Seyler et al., 2000). However, in the study of Piton-Malleret and Gorrieri (1992), the orange- and yellow-coloured colonies comprised 82 and 68% Micrococcaceae (whether they were micrococci or staphylococci was not determined), respectively; the remainder were coryneforrns (genus also not designated). In the study of Eliskases-Lechner and Ginzinger (1995a), the cream- and yellow-coloured isolates were predominantly A. globiformis and C. ammoniagenes, respectively. Understanding the microbial ecology of the cheese surface is a prerequisite for the development of defined surface cultures for control of surface ripening (Bockelmann, 1997). Because of the numerous organisms found in smear cheeses, the development of defined-strain smear cultures is being investigated with promising results. Carminati et al. (1999) screened surface-smear organisms isolated from Taleggio cheese for their ability to inhibit different pathogens. Most of the isolates showing anti-listerial activity (19% of the total) were coryneform bacteria, mainly Mb. lacticum. Two bacterial mixtures (containing orange-pigmented strains and strains that inhibited Listeria) were studied as smear cultures for Taleggio cheese. However, the cheese did not undergo normal ripening, due to a delay in the growth of the smear bacteria. The successful use of a defined five-strain culture (D. hansenii, B. linens, A. nicotianae, C. ammoniagenes and Staph. sciuri) for Tilsit cheese was demonstrated by Bockelmann and Hoppe-Seyler (2001) on a pilot scale. No problems with yeast growth were observed, but ripening appeared to be slightly slower compared to another batch in which a commercial smear culture had been used. Nevertheless, after 6 weeks of ripening, cheese quality was good. However, commercially available surface starters do not reflect the diversity of the microbial composition of the cheese surface. Too much emphasis is put on B. linens because of the orange pigmentation. New results from Bockelmann and Hoppe-Seyler (2001) showed that the red-brown and orange pigments are most likely due to the growth of yellow-pigmented Arthrobacter spp. The mechanisms of developing the different shades of red are not yet understood. The presence of a rich and complex microflora on the surface of Taleggio cheese might help to control Listeria contamination. The role of the surface microflora, which develops during ripening, could exert a
212
Bacterial Surface-ripened Cheeses
'self-protecting activity' on the hygienic quality of the product (Carminati et al., 1999). Pathogens
Some cheeses, especially red-smear cheeses, may be risk products for bacterial contamination since they constitute a suitable medium for the growth of pathogens like Listeria monocytogenes (Terplan et al., 1986) and some other food-borne pathogens. This is partly due to the traditional 'old-young' smearing method, where unripe cheeses are inoculated with a complex, undefined microflora washed from the surface of ripened cheeses. A disadvantage of this approach is that undesirable contaminants will be transferred to the smear bath and will be spread throughout the factory. Smearing machines were found to be an important source of Listeria contamination (Hahn and Hammer, 1993).
Listeria monocytogenes Listeria monocytogenes is a food-borne pathogen, the control of which in food is made difficult by its ubiquity in the environment, its ability to grow at refrigeration temperature and its tolerance to low pH (
Schopfer, 1988; Pini and Gilbert, 1988; Weber et al., 1988; Eppert et al., 1995; Loncarevic et al., 1995, 1998; Rudolf and Scherer, 2000, 2001). While Listeria was the emerging food-borne pathogen of the 1980s, it has faded somewhat from public attention. Recent systematic investigations on the hygienic status of red-smear cheese are rarely available. It is therefore unknown whether the lack of outbreaks in recent years caused by red-smear cheese is due to an improved hygienic status of these cheeses. Investigations of Terplan et al. (1986), Comi et al. (1990), and Rudolf and Scherer (2001) have shown that L. rnonocytogenes was isolated from none of the 99 Italian hard cheeses (0%), 2 of the 48 (4.2%) German hard cheeses and 2 of the 45 (4.4%) other European hard cheeses. These results generally agree with those from other surveys in which L. monocytogenes was found more frequently in high-moisture than in lowmoisture cheese (Ryser, 1999). As a consequence of recontamination, L. monocytogenes and other species of Listeria may still appear frequently in red-smear cheese, even when pasteurized milk has been used for cheesemaking. Beckers et al. (1987) reported that 9 of the 14 mould-ripened cheeses made from raw milk, but none of the 36 soft cheeses made from pasteurized milk, were positive for L. rnonocytogenes. Eight years later, Eppert et al. (1995) and Loncarevic et al. (1995) also found a higher incidence of L. monocytogenes in soft and semi-soft cheese made from raw milk (33 and 42%, respectively) than in cheese made from pasteurized milk (9 and 2%, respectively). In contrast, Breer and Schopfer (1988) found that the incidence of L. rnonocytogenes in cheeses made from raw or pasteurized milk was similar (13.9 and 12.2%, respectively). However, more recently Rudolf and Scherer (2001) reported that more pasteurized milk cheeses (8%) were positive for L. monocytogenes than those made from raw milk (4.8%). Surface counts of Listeria seem to increase throughout cold storage because, generally, higher numbers were found close to the end of the shelf-life of the cheese (Rudolf and Scherer, 2001). Contamination with and multiplication of organisms may also occur in the retail chain and in the domestic refrigerator (Greenwood etal., 1991). Therefore, the consumer can be exposed to a potentially large number of pathogens even if the initial level of contamination is low. The ability of L. monocytogenes to grow at low temperatures, the length of time needed for maturation of ripened cheeses and the prolonged or unspecified shelf-life assigned to many products make the complete exclusion of L. monocytogenes of great importance.
Bacterial Surface-ripened Cheeses
The incidence of L. rnonocytogenes in soft and semisoft cheese in different investigations ranges from 1.1 to 22%, whereas other species of Listeria have been found in 0.5-24% of the cheese samples examined. The surveys published throughout the last 14 years (Table 6) involved quite different sample sizes and detection methods, as well as different cheese types. Therefore, a direct comparison of the incidence of L. monocytogenes in these studies is not possible. However, there is no indication that the incidence of L. monocytogenes in European red-smear cheeses has decreased sufficiently during this time period and, therefore, it still presents a considerable public health risk. Other species besides L. monocytogenes, predominantly L. innocua, are frequently found on cheese, sometimes in combination with the pathogen. Obviously, similar occurrences in the environment and the identical conditions of growth of both species may therefore be considered as an argument for considering L. innocua as a marker organism for contaminated dairy plants (Hahn and Hammer, 1990). In any case, the presence of non-pathogenic Listeria in a product indicates an unsatisfactory process, at risk of contamination with L. rnonocytogenes. It is therefore recommended that food samples in general should be tested for the occurrence of the genus Listeria. Staphylococcus aureus
Many of the food poisoning outbreaks of bacterial origin and of known aetiology are caused by the ingestion of foods containing Staph. aureus enterotoxins. Rawmilk cheeses have been repeatedly involved in staphylococcal outbreaks (Table 7; De Buyser et al.,
213
1985) and enterotoxin A (SEA) is commonly implicated (De Buyser etal., 1996). The incidence and growth of Staph. aureus and, in some cases, the production of enterotoxins during manufacture and ripening of red-smear cheeses, have been studied by several researchers (Gomez-Lucia et al., 1992; Otero et al., 1993; Bachmann and Spahr, 1995; De Luca et al., 1997). In Italy, De Luca et al. (1997) found 16.3% of all cheese samples made from pasteurized milk to be positive for S. aureus, with cell numbers ranging from 10 to 315 000 cfu/g. E. coli 0 1 5 7 : H 7
Since its identification as a human pathogen, E. coli O157:H7 has become a major concern for the food and dairy industries because of its ability to cause severe illness. Many outbreaks of E. coli O157:H7 have been linked with the consumption of contaminated meat and other foodstuffs, such as water, lettuce, alfalfa sprouts and apple juice (Buchanan and Doyle, 1997). The consumption of unpasteurized milk and dairy products manufactured from raw milk has also been associated with the transmission of E. coli O157:H7. In 1999, over 11% of the total number of reported cases of infection caused by E.coli O157:H7 in England and Wales were due to dairy products (CDSC, 2000). So far, little information is available about the incidence and behaviour of E. coli O157:H7 in surfaceripened cheeses (Table 8). Manufacturing cheese on a laboratory scale from milk inoculated with E. coli O157:H7, Maher etal. (2001) demonstrated that the manufacturing procedure promoted substantial
Incidence of Listeria spp. in red-smear cheeses from different countries since 1986 Origin of cheese
Type of cheese
No. of samples
L. monocytogenes (%)
Other Listeria spp.(%)
Authors~Year
D, other countries F A, DK, FIN, F, D, GR, NL, I, N, P, S, CH n.d. F F, UK, I, CY, D, DK, RL D, other countries I Other countries F, D A, DK, UK, F, D, GR, I, NL, N, RO, E, S A, DK, F, D, I, CH
Soft, semi-soft, hard Soft
420 69
3.3 14.5
3.3 n.d.
Terplan et aL (1986) Beckers et aL (1987)
Soft and semi-soft Red-smear cheese Soft and semi-soft Soft Soft, semi-soft, hard Soft Soft Soft
187 343 619 222 509 121 90 91
1.1 9.6 2.1 10.4 5.7 1.6 11.0 22.0
0.5 9.6 1.5 8.6 6.1 1.6 n.d. 24.2
Farber et aL (1987) Breer and Schopfer (1988) Gledel (1988) Pini and Gilbert (1988) Weber et aL (1988) Massa et aL (1990) Rorvik and Yndestad (1991 ) Eppert et aL (1995)
Soft and semi-soft Soft, semi-soft, hard
333 374
6.0 6.4
n.d. 11.8
Loncarevic et aL (1995) Rudolf and Scherer (2001)
A, Austria; CH, Switzerland; CY, Cyprus; D, Germany; DK, Denmark; E, Spain; F, France; FIN, Finland; GR, Greece; I, Italy; N, Norway; NL, The Netherlands; P, Portugal; RL, Lebanon; RO, Romania; S, Sweden; UK, England.
214
Bacterial Surface-ripened Cheeses
Examples of S. aureus outbreaks in cheese in different countries Country
Year
No. of cases
Food implicated
Type of milk
Reference
Canada USA France England Scotland England Brazil
1980 1981 1983 1983 1984 1988 1994
62 16 20 2 27 155 7
Cheese curd Cheese Farm ewe cheese Cheese Ewe cheese Stilton cheese Cheese
Unspecified Pasteurized Raw Pasteurized Raw Unpasteurized Unspecified
Todd et al. (1981 ) Altekruse et al. (1998) De Buyser et aL (1985) Barrett (1986) Bone et al. (1989) Maguire et aL (1991) Pereira et aL (1996)
growth of E. coli O157:H7 to levels that permitted survival during ripening and extended storage. The authors concluded that the presence of low numbers of E.coli O157:H7 in milk, destined for manufacture of raw-milk cheese, could constitute a threat to the consumer.
of bacteriocin-producing cultures as biocontrol microorganisms, as starter cultures for fermented foods, as bacteriocin-containing microbial fermentates or as partially purified bacteriocins added directly to foods (Muriana, 1996). Bacteriocms of lactic acid bacteria
Bacteriocins
The most likely biological way to control pathogens in cheese is probably with bacteriocins. These are peptides, generally of low molecular mass, which are produced by many bacteria and inhibit the growth of other, generally closely related, species. They vary in their spectrum of activity, mode of action, molecular weight, genetic origin and biochemical properties. Klaenhammer (1993) defined four distinct classes of bacteriocins: class I, antibiotics; class II, small (<10 kDa), relatively heat-stable, non-lanthionine-containing membrane-active peptides, subdivided into Listeria-active peptides with the N-terminal consensus sequence,-Tyr-Gly-Asn-GlyVal-Xaa-Cys- (class IIa), poration complexes requiring two different peptides for activity (class lib) and thiolactivated peptides requiring reduced cysteine residues for activity (class IIc); class III, large (>30 kDa), heatlabile proteins and class IV, complex bacteriocins that contain essential lipid or carbohydrate moieties in addition to protein. Bacteriocin-producing strains can be used in numerous applications as protective cultures, including the use
A large number of bacteriocins produced by LAB have been characterized in recent years, most of them class II bacteriocins. While most bacteriocin producers synthesize only one bacteriocin, several LAB produce multiple bacteriocins (Quadri etal., 1994; Bhugaloo-Vial etal., 1996; Casaus et al., 1997). The classic example of a commercially successful naturally produced inhibitory agent is nisin. Known since the work of Rogers (1928), it is produced by some strains of kc. lactis and has been structurally characterized as a lanthionine-containing peptide by Gross and Morell (1971); nisin and nisinproducing strains have had a long history of application in food preservation, especially of dairy products (Molitor and Sahl, 1991). Lactic acid bacteria have been examined extensively for bacteriocin production because of their widespread use as food starter cultures (Nettles and Barefoot, 1993). Bacteriocins produced by LAB, however, are active mainly against Gram-positive bacteria and, therefore, many exploratory applications have been directed towards tisteria monocytogenes, which is likely to appear in red-smear cheese varieties.
Pathogenic E. coil outbreaks in cheese in different countries Country
Year
No. of cases
Food implicated
USA
1983
170
Denmark
1983
The Netherlands
1983
69
Sweden
1983
66
Scotland
1994
22
Brie and Camembert cheeses Brie from the same plant as for USA, 1983 Brie from the same plant as for USA, 1983 Brie from the same plant as for USA, 1983 Farm cheese
Type of milk
Reference
Pasteurized
MacDonald et al. (1985)
Pasteurized
Nooitgetagt and Hartog (1988)
Pasteurized
Nooitgetagt and Hartog (1988)
Pasteurized Raw
Nooitgetagt and Hartog (1988) Rampling (1996); Ammon (1997)
Bacterial Surface-ripened Cheeses
Sulzer and Busse (1991) examined 14 bacteriocinogenic strains of Enterococcus Jaecalis, Lb. paracasei and Lc. lactis isolated from cheese or raw milk for their ability to control L. monocytogenes during the manufacture of Camembert cheese. Complete inhibition occurred when the inhibitory strain was used as a starter culture and there was a low level of contamination with Listeria sp. during the early stage of ripening. Very little inhibition occurred if the inhibitory strain was added together with the starter culture. Of 1962 bacterial isolates from a bacterial surfaceripened soft cheese (M1)nster) screened for activity against L. monocytogenes, six produced anti-listerial compounds other than organic acids (Ennahar et al., 1996). The strain which displayed the strongest antilisterial effect was Lb. plantarum WHE 92, which produced pediocin AcH, which is normally produced by Pediococcus acidilactici (Henderson et al., 1992). The activity spectrum included all ten Listeria strains tested, Enterococcus, Micrococcus, Staphylococcus and Bacillus spp. Gram-negative bacteria tested were not affected. The anti-listerial effect of the strain was investigated in MOnster cheese (Ennahar et al., 1998). A cell suspension of Lb. plantarum WHE 92, sprayed on the cheese surface at the beginning of the ripening period, prevented the growth of L. monocytogenes. Moreover, the addition of Lb. plantarum WIlE 92 did not adversely affect the ripening process. The anti-listerial potential of Lb. plantarum WHE 92, which is commercially available as ALC 01 (anti-listerial culture, Danisco, Germany), was investigated in more detail by Loessner et al. (2003). Growth of L. monocytogenes WSLC 1364, which was isolated from a cheeseborne outbreak of listeriosis, on red-smear cheese was examined in the presence and the absence of the pediocin AcH-producing Lb. plantarum ALC01. An initial level of 102 cfu of L. monocytogenes/ml of brine was nearly completely inhibited (Fig. 2A), while a pediocin-resistant mutant of L. monocytogenes grew to high cell numbers on the cheese surface (Fig. 2B). The inhibition was due to the production of pediocin AcH by Lb. plantarum during growth before it was added to the brine solution, rather than bacteriocin production in situ on the cheese. Pediocin resistance developed in vitro at different frequencies in all L. monocytogenes strains investigated, and a resistant mutant remained stable and multiplied easily in smear cheese over a 4-month production period in the absence of selection pressure. Therefore, it was concluded that the addition of a pediocin AcH-producing Lb. plantarum culture is a potent measure for combating Listeria in a contaminated production line but, due to easy development of resistance, its use should be restricted to emergency situations.
215
Bacteriocins of coryneform bacteria Smear cheeses are characterized by the development of a relatively high pH (>6.5) at the surface during ripening. This, together with a relatively high ripening temperature, allows the growth of salt-tolerant pathogenic micro-organisms on the surface of the cheese, particularly L. monocytogenes. The undefined microflora from the surface of ripe cheeses which are used for the ripening of commercial red-smear cheeses were shown to have a strong impact on the growth of Listeria spp. (Eppert et al., 1997). Therefore, several workers (HugMichel etal., 1989; Valdes-Stauber etal., 1991; Ryser et al., 1994; Martin et al., 1995; Carnio et al., 1999, 2001; Motta and Brandelli, 2002) have evaluated smear bacteria for their ability to prevent the growth of Listeria and other pathogens. Hug-Michel et al. (1989) tested 80 strains of microorganisms which had been isolated from the rind of Vacherin Mont d'Or cheese for antagonistic activity against Listeria; 9 of the 80 strains (identified as Arthrobacter protophormiae, A. uratoxydans or Serratia marcescens) showed an inhibitory effect against all serotypes of Listeria monocytogenes tested; the identity of the inhibitor was not identified. Valdes-Stauber et al. (1991) showed that small numbers of B. linens (16 strains), A. nicotianae (4 strains) and A. nucleogenes (3 strains) inhibited 26-87% of the 91 strains of Listeria tested; B. linens M18 was particularly effective. The strain produces a substance (named linocin MIS) that inhibits the growth of Listeria spp. and several coryneforms and other Gram-positive bacteria (Valdes-Stauber and Scherer, 1994). The structural gene for linocin M18 has been detected in several strains of B. linens, five Arthrobacter spp. and four Corynebacterium spp. (Valdes-Stauber and Scherer, 1996), suggesting that the ability to produce this bacteriocin is widely distributed in coryneform bacteria. Ryser et al. (1994) found that less than 0.1% of 125 000 isolates from 105 French smear cheeses showed visible zones of inhibition against L. monocytogenes. Isolates possessed anti-listerial activity against various strains of Enterococcus faecalis, Staph. xylosus, Staph. warneri and coryneform bacteria; one strain, B. linens OC2, which was isolated from Comte cheese, was particularly effective. These data suggest that the number of smear isolates which can inhibit Listeria is low. In crude extracts of both organisms, the inhibitory properties were associated with molecules of high molecular mass but the purified bacteriocins, linenscin OC2 and linocin M18, have molecular masses of 1.2 and 31 kDa, respectively, and had broad spectra of activity inhibiting Staph. aureus, several Listeria, Bacillus, Arthrobacter, Brevibacterium and Corynebacterium spp. and LAB. Neither bacteriocin showed activity against
216
Bacterial
Surface-ripened
Cheeses
1.0E + 06 A A
1.0E + 05
v
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04
E o 1.0E + 03
I
O
1.0E + 02 plantarum ALC 01 1.0E + 01 I~I
ml~l Imlml
1.0E + 00" 1
3
5
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7
9
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I i
11
L'I P!la~talu~ ATCC 14917 l i i i i i 23 25 27 29 31 33 35
l i i i i
13
15
17 19 21 Days of ripening
37
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1.0E + 01 1.0E + 00i 1
3
5
7
9
11
13
17 19 21 Days of ripening
15
23
25
27
29
31
33
35
(A) Inhibition of growth of L. monocytogenes WSLC 1364 by Lb. plantarum ALC 01. Control cheeses were ripened with the non-pediocin AcH-producing type strain Lb. plantarum ATCC 14917. The cheeses were contaminated with 2 • 102 cfu/ml Listeria on day 1. (B) Inhibition of growth of L. monocytogenes WSLC 1364 by Lb. plantarum ALC 01 (open symbols). The contamination levels were 102 cfu/ml (squares) or 103 cfu/ml brine solution (circles). Control cheeses were contaminated with a bacteriocinresistant mutant of L. monocytogenes WSLC 1364 a (closed symbols). Ripening experiments were performed on soft cheese using a commercial, undefined multi-species microbial consortium (From Loessner et al., 2003).
Gram-negative bacteria. Linenscin OC2 lost no activity on heating at 100 ~ for 10 min, while linocin M18 was inactivated on heating to 80 ~ for 5 min but withstood heating to 50 ~ for 30 min (Valdes-Stauber and Scherer, 1994; Maisnier-Patin and Richard, 1995). The ability of linocin M18-producing strains of B. linens and undefined microbial consortia from the surface of smear cheeses to inhibit L. rnonocytogenes on deliberately inoculated cheese, was compared by Eppert etal. (1997). The results showed that the linocin-producing strains reduced the number of L. monocytogenes by only 1-2 log
cycles, while some of the microbial consortia caused complete inhibition of the Listeria. This finding implies that linocin M18 only partly inhibits the development of L. monocytogenes in smear cheeses and that other factors are also important. Martin et al. (1995) isolated three strains of B. linens from the brine used for a red-smear cheese that produced anti-listerial activity. The anti-listerial compound was stable between pH 4 and 9 and remained active after heating (80 ~ 30 min) at acid pH. No data of its use in cheese ripening were given.
Bacterial S u r f a c e - r i p e n e d C h e e s e s
The anti-listerial potential of 19 consortia of bacteria isolated from different French smear-cheese was analysed by Carnio et al. (1999). Forty-eight of 2613 isolates caused clear inhibition of one or more strains of L. monocytog,enes. In a study of 299 strains isolated from German dairy products, 30 strains inhibited at least one strain of L. monocytog,enes. Bacteria with antilisterial potential were members of the genera Arthrobacter, Brevibacterium, Corynebacterium, Enterococcus, Micrococcus, Microbacteriurn and Staphylococcus. The highly inhibitory Staph. equorurn WS 2733 was isolated from the surface of a French Raclette cheese (Carnio et al., 2000). This strain was shown to produce the antibiotic, micrococcin P1, which exhibited a bacteriostatic effect on a variety of Gram-positive bacteria. The anti-listerial potential of this strain as a protective starter culture was evaluated in in situ application in cheese-ripening experiments. A remarkable growth reduction of L. rnonocytog,enes was achieved compared to control cheese ripened with a non-bacteriocin producing strain (Fig. 3). Carminati et al. (1999) screened surface-smear organisms isolated from Taleggio cheese for their ability to inhibit L. rnonocytog,enes, Staph. aureus, E. coli and Hafnia alvei. Most of the isolates which showed anti-listerial activity (19% of the total) were coryneform bacteria, mainly Mb. lacticum. Two bacterial mixtures (containing orange-pigmented strains and strains inhibiting Listeria) were examined as surface-smear starter on commercial Taleggio cheese production; they partially but not c o r n -
217
pletely inhibited Listeria monocytogenes Ohio. However, the cheese did not ripen normally, due to a delay in growth of the surface-smear bacteria. Recently, Motta and Brandelli (2002) identified a bacteriocin produced by the red-smear cheese bacterium, B. linens ATCC 9175. A crude bacteriocin obtained from the culture supernatant fluid was inhibitory to some indicator strains, including L. monocytog,enes, but was inactive against the Gram-negative bacteria and yeasts tested. Enterococcal bacteriocms
Numerous strains of enterococci associated with food systems are capable of producing a variety of antibacterial proteins, called enterococcins, with activity against food-borne pathogens, such as L. monocytogenes, pathogenic clostridia or Staph. aureus (see Giraffa, 1995, for a review). In addition, several enterococcins have been assessed for their ability to inhibit Listeria spp. in dairy systems, where enterococci are often isolated as desirable microflora. Among nonlactic species, bacteriocins from Enterococcus spp., especially Ec. faeciurn and Ec. faecalis, are the most widely produced and characterized. Enterococcins share a number of common characteristics: (i) generally high heat stability; (ii) stability over a wide range of pH, but most often under acidic conditions; and (iii) broad spectra of activity on Gram-positive pathogenic bacteria, including L. monocytog, enes. Although enterococci are generally considered to be harmless,
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1.0E + 02
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Days of ripening Inhibition of growth of Listeria monocytogenes WSLC 1364 during ripening of cheese smeared with a bacteriocin-producing strain of S. equorum WS 2733 (open symbols) and a non-bacteriocin producing strain, DSMZ 20674 (closed symbols) after contamination at day 1 with 102 (circles) and 104 (squares) Listeria monocytogenes/ml brine (from Carnio et al., 2000).
218
Bacterial Surface-ripened Cheeses
the absence of haemolytic activity by enterococcinproducing strains should always be demonstrated. Only a few enterococcins have been assessed for their ability to prevent the growth of pathogens in model cheese systems. In preliminary experiments on Taleggio cheese, it was shown that Ec. faeciurn 7C5 bacteriocin was produced regularly in cheese during whey drainage and its activity was maintained at detectable levels until the end of ripening (Giraffa et al., 1995); an anti-listerial effect could also be observed on the surface of cheeses contaminated with 102 cfu/cm 2 L. rnonocytogenes Ohio (Giraffa and Carminati, 1997). Nu~ez et al. (1997) investigated the inhibitory effect of enterocin 4, a bacteriocin produced by Ec. faecalis INIA 4, on L. monocytogenes Ohio and Scott A during the manufacture and ripening of Manchego cheese. Counts of L. rnonocytogenes Ohio decreased significantly (3-6 log units during the first 7 days of ripening) in cheese made from milk inoculated with Ec. faecalis INIA 4, whereas L. monocytogenes Scott A was inhibited only slightly, when Ec. faecalis INIA 4 was used in combination with a commercial starter. In two different studies (Ennahar et al., 1998; Ennahar and Deschamps, 2000), the isolation of two bacteriocinproducing Ec. faecium strains from the cheese surface was reported. Both enterocin 81, produced by Ec. faeciurn WIlE 81, and enterocin A, produced by Ec. faeciurn EFM01, displayed a narrow spectrum of activity, which is directed mainly against Listeria sp. The activity of both bacteriocins was shown to be equally active at pH values ranging from 4.0 to 8.0, which is of considerable interest with regard to possible use in fermented foods. Some preliminary experiments on soft cheese have shown that enterocin 81 offers good protection against L. monocytogenes during cheese ripening (Ennahar et al., 1998).
Limitations of application of bacteriocins
The potential of bacteriocins as food preservatives is well-demonstrated. They are not only effective, but are also safe for use in food (Cleveland et al., 2001). Application studies have, however, shown that there are limitations to the usefulness of bacteriocins as antimicrobial agents. For example, nisin is unstable at pH > 5, and although bacteriocins of the pediocin family are able to extend the shelf-life of food products, full suppression of the spoilage microflora is rarely achieved. Moreover, one of the major concerns regarding the use of bacteriocins is the development of highly tolerant and/or resistant strains (Rasch and Knochel, 1998). It has been observed that Listeria develop tolerance to nisin and pediocin-like bacteriocins at a relatively high frequency in both the laboratory media and the model food systems (Ming and Daeschel, 1993; Rekhif et al., 1994; Gravesen et al., 2002; Loessner et al., 2003). Carnio et al. (1999) observed that the sensitivity of L. rnonocytogenes strains to the inhibitory activity of coryneform bacteria was quite different. On average, isolates from red-smear cheese were less sensitive to the inhibitory effects of red-smear bacteria than to animal or other food isolates. This observation indicates that selective pressure on the cheese surface might have resulted in the development of resistance mechanisms by micro-evolutionary adaption. From an applied point of view, the combined use of different bacteriocins is likely to be better than using one bacteriocin alone to prevent the growth of pathogenic bacteria. However, although bacteriocins in foods generally exhibit moderate anti-microbial activity, they are not suitable for use as a primary means of food preservation. However, they can be integrated into appropriate multi-hurdle preservation systems.
Anti-Listeria compounds of Geotrichum and Penicillium
Effects of complex smear cheese ripening consortia
As already outlined, yeasts contribute to the proper development and ripening of surface-ripened cheeses. It would be desirable if these organisms would also contribute to the inhibition of pathogenic micro-organisms during ripening. Only a few studies have discussed the possibility of using Penicillium spp. to inhibit the growth of undesirable micro-organisms in cheese (Larsen and Knochel, 1997). In that study, ten foodrelated strains of P. camemberti inhibited pathogens like L. monocytogenes. The inhibition was due to the production of acetaldehyde, benzaldehyde, 3-methylbutanal and 1-octen-3-ol. Dieuleveux and Gueguen (1998) showed that G. candidum produced compounds that inhibited L. monocytogenes, which were identified as D-3-phenyllactic acid and D-3-indollactic acid.
The undefined microbial flora derived from the surface of ripe red-smear cheeses show a strong impact on the growth of Listeria spp. This antagonistic behaviour is a stable feature of these microbial consortia, since the inhibitory effects could be reproduced with the smear of cheese produced over a period of several months to 1 year (Eppert et al., 1997). Ripening of cheeses with different undefined starters led to similar developments of pH and cell counts of yeast and bacteria, whereas development of deliberately inoculated Listeria on the cheese surface was dependent on the culture used for ripening (Eppert et al., 1997; Rudolf, 2001). In some cases, the microbial consortia inhibit Listeria almost completely (Fig. 4; Eppert et al., 1997; Maoz et al., 2002).
Bacterial Surface-ripened
Cheeses
219
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19 22 25 28 Days of ripening
MB KS WE Raclette
IIIII: III 31
34
37
40
: 43
Growth inhibition of Listeria monocytogenes by a complex consortium of soft red-smear micro-organisms from cheeses. Cheeses were artificially contaminated with 2-3 • 102 cfu Listeria monocytogenes WSLC 1364/ml brine solution at day 1 of ripening. Cheeses were obtained from German soft (MB, KS, WE) and semi-soft French (Raclette) cheese. The graph shows Listeria cells per cm 2 of cheese surface. Ripening experiments were repeated twice over a period of several months. Note that different cheese microbial consortia display very different inhibitory activity against Listeria monocytogenes (from Loessner et aL, 2003).
Nevertheless, the molecular basis of these effects is unknown. Bacteriocin production contributes to the inhibition of Listeria during the ripening of red-smear cheese, but the striking inhibitory effects observed with the industrial wash-off flora are not explained completely by bacteriocin production. Additional factors must be responsible for the inhibition of Listeria, e.g., the production of other inhibitory substances (Walstead et al., 1974) or u n k n o w n ecological interactions within the complex smear flora, such as competition and symbiotic relationships. A project partly funded by the EU is currently u n d e r w a y with two major objectives, viz., to obtain a clearer u n d e r s t a n d i n g of the surface microflora of five different cheeses, Limburger, Reblochon, Livarot, Tilsit and Gubbeeen, and to identify strains of yeast which have anti-listerial activity. Preliminary results show that such yeasts exist (http://www.teagasc.ie/ research/dprc/smearcheese.htm).
The surface of a smear-ripened cheese is a very complex microbial ecosystem and this review has discussed the ripening of such cheeses in terms of the microflora, paying particular attention to Gram-positive, catalase-positive, salt-tolerant bacteria and the problems associated with the development of pathogenic bacteria, particularly L. monocytogenes. It is likely that on all bacterial smear-ripened cheese, yeasts dominate during the early stages of
ripening, where they metabolize the lactic acid produced by the starter bacteria and produce an increase in the pH of the cheese surface. The most c o m m o n yeast is D. hansenii, followed by Kluyveromyces lactis, Geotrichum candidum and Yarrowia lipolytica. The bacteria on the surface of smear-ripened cheeses are Gram-positive, catalase-positive, salt-tolerant bacteria, which can be divided into two categories, coryneforms and staphylococci. The major difficulty in identifying these micro-organisms is that coryneform bacteria, as a whole, are not well defined taxonomically. Only after resolving their taxonomy can in-depth studies on the bacteria present in the smear and how these organisms interact with each other and their contribution to ripening be undertaken.
Financial support from the EU under contract QLK1CT-2001-02228 is gratefully acknowledged.
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220
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Motta, A.S. and Brandelli, A. (2002). Characterization of an antibacterial peptide produced by Brevibacterium linens. J. Appl. Microbiol. 92, 63-70. Mulder, E., Adamse, A., Autheunisse, J., Deinema, M., Woldendorp, J. and Zevenhuizen, L. (1966). The relationship between Brevibacterium linens and bacteria of the genus Arthrobacter. J. Appl. Bacteriol. 29, 44-71. Muriana, P.M. (1996). Bacteriocins for control of Listeria spp. in foods. J. Food Protect. Suppl. 54-63. Nettles, C.G. and Barefoot, S.E (1993). Biochemical and genetic characteristics of bacteriocins of food-associated lactic acid bacteria. J. Food Prot. 56,338-356. Nooitgetagt, A.J. and Hartog, B.J. (1988). A survey of the microbiological quality of Brie and Camembert cheese. Neth. Milk Dairy J. 42, 57-72. Nu hez, M., Rodriguez, J.L., Garcia, E., Gaya, P. and Medina, M. (1997). Inhibition of Listeria monocytogenes by enterocin 4 during the manufacture and ripening of Manchego cheese. J. Appl. Microbiol. 83,671-677. Oberreuter, H., Seiler, H. and Scherer, S. (2002). Identification of coryneform bacteria and related taxa by Fouriertransform infrared (FT-IR) spectroscopy. Int. J. Syst. Evol. Microbiol. 52, 91-100. Otero, A., Garcia, M.C., Garcia, M.L., Santos, J.A. and Moreno, B. (1993). Behaviour of Staphylococcus aureus strains FRI 137 and FRI 361 during the manufacture and ripening of Manchego cheese. Int. Dairy J. 33, 85-86. Pereira, M.L., Do Carmo, L.S., Dos Santos, E.J., Pereira, J.L. and Bergdoll, M.S. (1996). Enterotoxin H in staphylococcal food poisoning. J. Food Prot. 59, 559-561. Petersen, K.M., Westhall, S. and Jespersen, L. (2002). Microbial succession of Debaryomyces hansenii strains during production of Danish surface-ripened cheeses. J. Dairy Sci. 85,478-486. Piantanida, L., Vallone, L. and Cantoni, C. (1996). Colorazioni superficiali del formaggio Taleggio. Industrie Alimentari 35,147-148. Pini, P.N. and Gilbert, R.J. (1988). The occurence in the UK of Listeria species in raw chickens and soft cheeses. Int. J. Food Microbiol. 6, 317-326. Piton-Malleret, C. and Gorrieri, M. (1992). Nature et variabilite de la flore microbienne dans la morge des fromages de Comte et de Beaufort. Lait 72, 143-164. Place, R.B., Hiestand, D., Burri, S. and Teuber, M. (2002). Staphyloccus succinus subsp, casei subsp, nov., a dominant isolate from a surface ripened cheese. Syst. Appl. Microbiol. 25,353-359. Purko, M., Nelson, W.O. and Wood, W.A. (1951a). The associative action between certain yeast and Bacterium linens. J. Dairy Sci. 34, 699-705. Purko, M., Nelson, W.O. and Wood, W.A. (1951b). The equivalence of pantothenic acid and p-aminobenzoic acid for growth of Bacterium linens. J. Dairy Sci. 34, 874-878. Quadri, L.E.N., Sailer, M., Roy, K.L., Vederas, J.C. and Stiles, M.E. (1994). Chemical and genetic characterization of bacteriocins produced by Carnobacterium piscicola LV17B. J. Biol. Chem. 269, 12204-12211. Rampling, A. (1996). Raw milk cheese and Salmonella. Br. Med. J. 312, 67-68.
Rasch, M. and Knochel, S. (1998). Variations in tolerance of Listeria monocytogenes to nisin, pediocin PA-1 and bavaricin A. Lett. Appl. Microbiol. 27, 275-278. Rattray, EP. and Fox, P.E (1997). Purification and characterization of an intracellular aminopeptidase from Brevibacterium linens ATCC 9174. Lait 77, 169-180. Rattray, EP. and Fox, RE (1999). Aspects of enzymology and biochemical properties of Brevibacterium linens relevant to cheese ripening: a review. J. Dairy Sci. 82, 891-909. Rattray, EP., Bockelmann, W. and Fox, RE (1995). Purification and characterization of an extracellular proteinase from Brevibacterium linens ATCC 9174. Appl. Environ. Microbiol. 61, 3454-3456. Rekhif, N., Atrih, A. and Levebre, G. (1994). Selection and spontaneous mutants of Listeria monocytogenes ATCC 15313 resistant to different bacteriocins produced by lactic acid bacteria strains. Curt. Microbiol. 28,237-241. Reps, A. (1993). Bacterial surface-ripenend cheesese, in, Cheese: Chemistry, Physics and Microbiology, 2nd edn, Fox, P.E, ed., Vol. 2, Chapman & Hall, London. pp. 37-172. Robinson, R.K., ed. (1995). A Colour Guide to Cheese and Fermented Milks. Chapman & Hall, London. Rocourt, J. (1994). Listeria monocytogenes: the state of the science. Dairy, Food Environ. Sanit. 14, 70-82. Rogers, L.A. (1928). The inhibiting effect of Streptococcus lactis on Lactobacillus bulgaricus. J. Bacteriol. 16, 321-325. Rorvik, L.M. and Yndestad, M. (1991). Listeria monocytogenes in foods in Norway. Int. J. Food Microbiol. 13, 97-104. Rudolf, M. (2001). Listeria monocytogenes: Vorkommen in oberfldchengereiften Weichkdsen und Entwicklung antagonistischer Reifungskulturen. Thesis, Technical University, Munich. Rudolf, M. and Scherer, S. (2000). Incidence of Listeria and Listeria monocytogenes in acid curd cheese. Arch. Lebens. 51,118-120. Rudolf, M. and Scherer, S. (2001). High incidence of Listeria monocytogenes in European red smear cheese. Int. J. Food Microbiol. 63, 91-98. Ryser, E.T. (1999). Incidence and behaviour of Listeria monocytogenes in cheese and other fermented dairy products in, Listeria, Listeriosis, and Food Safety, Ryser, E.T. and Marth, E.H., eds, Vol. 2, Marcel Dekker, Inc., New York. pp. 411-503. Ryser, E.T., Maisnier-Patin, S., Gratadoux, J.J. and Richard, J. (1994). Isolation and identification of cheese-smear bacteria inhibitory to Listeria spp. Int. J. Food Microbiol. 21, 237-246. Schleifer, K.H., Kilpper-Baelz, R., Fischer, U., Faller, A. and Endl, J. (1982). Identification of Micrococcus candidus ATCC 14852 as a strain of Staphylococcus epidermidis and of Micrococcus caseolyticus ATCC 13548 and Micrococcus varians ATCC 29750 as Staphylococcus caseolyticus new species. Int. J. Syst. Bact. 32, 15-20. Schubert, K., Ludwig, W., Springer, N., Kroppenstedt, R.M., Accolas, J.P. and Fiedler, E (1996). Two coryneform bacteria isolated from the surface of French Gruyere and Beaufort cheese are new species of the genus Brachybacterium; Brachybacterium alimentarium sp. nov. and
Bacterial Surface-ripened Cheeses
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Todd, E., Szabo, R., Gardiner, M.A., Aktar, M., Delorme, L., Tourillon, P., Rochefort, J., Roy, D., Loit, T., Lamontagne, Y., Gosselin, L., Martineau, G. and Breton, J.P. (1981). Intoxication staphylococciqu liee a du caille de fromagerie- Quebec. Rapport Hebdomadaire des Maladies au Canada 7, 171-172. Valdes-Stauber, N. and Scherer, S. (1994). Isolation and characterization of Linocin M18, a bacteriocin produced by Brevibacterium linens. Appl. Environ. Microbiol. 60, 3809-3814. Valdes-Stauber, N. and Scherer, S. (1996). Nucleotide sequence and taxonomical distribution of the bacteriocine gene lin cloned from Brevibacterium linens M18. Appl. Environ. Microbiol. 62, 1283-1286. Valdes-Stauber, N., GOtz, H. and Busse, M. (1991). Antagonistic effects of coryneform bacteria from red smear cheese against Listeria. Int. J. Food. Microbiol. 13, 119-130. Valdes-Stauber, N., Scherer, S. and Seller, H. (1997). Identification of yeast and coryneform bacteria from the surface microflora of Brick cheese. Int. J. Food. Microbiol. 34, 115-129. Vernozy-Rozand, C., Mazuy, C., Meugnier, H., Bes, M., Lasne, Y., Fiedler, E, Etienne, J. and Freney, J. (2000). Staphylococcus fleuretti sp. nov., isolated from goat's milk cheeses. Int. J. Syst. Evol. Microbiol. 50, 1521-1527. Vorobjeva, L.I. (1999). Economic and medical applications, in, Propionibacteria, Vorobjewa, L.I., ed., Kluwer Academic Publishers, The Netherlands. pp. 209-243. Waisted, D.L., Reitz, R.C. and Sparling, RE (1974). Growth inhibition among strains of Neisseria gonorrhoeae due to production of inhibitory free fatty acids and lysophosphatidylethanolamine: absence of bacteriocin. Infect. Immunol. 10,481-488. Weber, A., Baumann, C., Potel, J. and Friess, H. (1988). Incidence of Listeria monocytogenes and Listeria innocua in cheese. Berl. MRnch. Tiergirztl. Wschr. 101,373-375. Weimer, B., Seefeldt, K. and Dias, B. (1999). Sulfur metabolism in bacteria associated with cheese. Antonie. van Leeuwenhoek 76,247-261. Wolff, A. (1910). Milchwirtschaftliche Bakteriologie. Cent. f. Bakt. Abt II 28,417. Wyder, M.T. and Puhan, Z. (1999). Investigation of the yeast flora in smear ripened cheeses. Milchwissenschaft 54, 330-333.
Cheese Varieties Ripened in Brine M.H. Abd EI-Salam, Dairy Department, National Research Centre, Dokki, Cairo, Egypt E. Alichanidis, Laboratory of Dairy Technology, School of Agriculture, Aristotle University of Thessaloniki, Greece
Cheeses ripened in brine are the oldest known group of cheeses (Scott, 1986). Traditionally, the manufacture of these cheeses was limited to the Mediterranean basin and the Balkans. However, their production has been extended to several parts of the world as a result of their popularity and increased demand in the international market (Mann, 1999). The manufacture of cheeses ripened in brine was carried out for centuries on a small scale, which is difficult to standardize. However, the last decades of the twentieth century have witnessed the development of large-scale, mechanized and standardized production of cheeses ripened in brine. Advanced technologies have been adopted for their production, including ultrafiltration (UF) techniques. It has been estimated that UF-Feta cheese represented ~56% of the total UF cheeses produced throughout the world (Jensen et al., 1988). These developments improved and better defined the characteristics of cheeses ripened in brine. Cheeses ripened in brine can be defined as those preserved in brine (pickle) from manufacture until they reach the consumer. They are characterized by the following: 9 Rindless, manufactured in various shapes and sizes but usually in pieces of less than 1 kg. 9 Clean, acid and salty taste when fresh; the ripened cheese has a sharp piquant flavour. 9 The cheese and brine have a high salt content which bestows good keeping quality in hot climates. 9 White colour arising from the use of sheep, goat or buffalo milk in their manufacture. When cows' milk is used to make cheese ripened in brine, methods are used to decolourize cows' milk fat in order to obtain the desired white colour. 9 Changes in the composition and properties of cheese during ripening and those of the brine used are interrelated. 9 Most varieties in this group are stored in sealed containers but some are stored in gas-permeable containers, which affect the biochemical changes which occur during ripening.
In this chapter, we will describe different cheeses ripened in brine, but special emphasis will be placed on Domiati and Feta cheeses, which are the most important members of this group and are recognized in international markets. Besides, more information about Domiati and Feta cheeses is available in the literature than other varieties ripened in brine.
Most cheeses ripened in brine are not well defined, which usually create problems in their classification. In many cases, cheese is described as 'white pickled cheese', a generic name that can apply to all cheeses ripened in brine. In addition, wide variations are found in the composition and texture of cheeses ripened in brine. Therefore, classification of these cheeses is necessary. The general systems used to classify cheese can be adapted for the classification of cheeses ripened in brine, as follows (country of origin is given in parentheses): 1. Soft cheeses (moisture content, 55-65%) 1.1. Acid-coagulated: Mish (Egypt). 1.2. Rennet-coagulated: 1.2.1. Salting of cheese curd (Feta type): Feta (Greece), Teleme (Romania), Brinza (Russia, Israel), Bli-sir-U-kriskama (Serbia), Bjalo or Belo Samureno sirene (Bulgaria), Chanakh (Russia), Beyaz peynir (Turkey), Akawi (Syria), Baida (Lebanon), Iranian white cheese (Iran). 1.2.2. Salting of cheese milk (Domiati type): Domiati (Egypt), Dani (Egypt; a variant of Domiati cheese made from sheep's milk), Gibna bayda (Sudan). 2. Semi-hard cheeses (moisture content, 45-55%): Halloumi (Cyprus), Braided Meddafara and Magdula (Syria, Sudan), Nabulsi (Jordan).
Domiati cheese can be considered as the most important cheese ripened in brine in the Middle East in terms of the quantity of cheese produced or available
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
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228
Cheese Varieties Ripened in Brine
information. It is unique among cheeses ripened in brine in the addition of a large quantity of NaC1 (8-15%) to the milk before renneting. This results in: 9 Partial solubilization of the colloidal calcium phosphate (Puri and Parkash, 1965). Addition of NaC1 up to 6% to cows' milk causes a significant increase in the level of soluble calcium (P < 0.001) (Elzeny, 1991). 9 An increase in the acidity of milk (Abd E1-Hamid et al., 1981) and a decrease in its pH (Elzeny, 1991). This has been attributed to a cation exchange reaction of Na + for H+. 9 The rennet coagulation time of cows', buffaloes', goats' and sheep's milk increases with the amount of NaC1 added up to 7.5-10% but decreases slightly at a higher level of added salt (Abd E1-Hamid et al., 1981). Aggregation of casein micelles is enhanced at a high NaC1 concentration, being dependent on the size of the micelles and the time of exposure to salt (Elzeny, 1991). 9 Addition of NaC1 (up to 1 M) to milk or casein micelles of variable sizes dispersed in simulated milk ultrafiltrate (SMUF) (Saito and Hirose, 1972; Abd E1-Salam et al., 1978) reduces the turbidity of the system due to a decrease in the average micellar size and increased non-preferential solubilization of casein fractions. 9 Casein micelles in salted milk have an irregular shape rather than the spherical shape characteristic of normal micelles (Elzeny, 1991). 9 The extent of hydrolysis of K-casein by rennet decreases by 43 and 61% on addition of 5 and 10% NaC1 to cows' milk, respectively (Elzeny, 1991). 9 Addition of NaC1 reduces the action of the coagulant; chymosin is affected less than Rhizomucor rneihei protease (Ibrahim et al., 1973). The overall effect of adding NaC1 to milk before renneting is the need for more rennet and a longer coagulation time for Domiati cheese compared to other cheeses. In addition, the coagulum formed is usually weak and therefore is ladled into moulds without cutting, and whey is permitted to drain for a long time (24 h). The cheese is consumed either fresh or after ripening in sealed tins under salted whey from the same cheese. Ripening usually occurs at room temperature (20 _+ 5 ~ Details of the manufacture of Domiati cheese have been described (Fahmi and Sharara, 1950; Abd E1-Salam et al., 1976; Abou Donia, 1991).
acterized by a relatively high pH (6.0-6.5), and high levels of moisture (60-65%) and NaC1 (5-8%). Changes in the gross composition of Domiati during storage are summarized in Table 1. The developed acidity strongly determines the changes in the gross composition of Domiati during storage. Acidification brings the pH of cheese close to the isoelectric point of casein and partially solubilizes colloidal calcium phosphate, which causes shrinkage of the cheese matrix and exudation of cheese serum into the brine (Hamed, 1955). The pH of ripened Domiati reaches as low as 3.3 as a result of two factors: the high lactose content of fresh cheese and the continuous supply of lactose from the salted whey used as brine for bacterial fermentation (Ahmed et al., 1972; Tawab et al., 1975). The use of salted whey diluted with aqueous NaC1 solution as brine reduces acid development in Domiati (E1-Abd et al., 1975). The available lactose (in cheese and brine) is more than that of which the cheese microflora can utilize, which explains the high level of residual lactose in ripened Domiati (Table 2). Lactose and galactose are found in Domiati even after 6 months of storage, but glucose is not detected (Abd E1-Salam, unpublished). It seems that the pathway for lactose fermentation by starter organisms in Domiati is similar to that used by yoghurt starters (Dellaglio, 1988). Several interacting variables affect the changes in the general composition and acid development in Domiati during storage. These can be summarized as follows. Type milk ever, goat, have et al.,
of milk. Domiati is made mainly from buffalo's or mixtures of buffalos' and cows' milks. Howthe use of reconstituted or recombined milks, sheep and even camel milk for Domiati cheese been described (Abou Donia, 1991; Kandeel 1991; Mehaia, 1993).
Summary of changes that occur in Domiati cheese during ripening
Constituent
Changes d u r i n g storage
Responsible factor(s)
Moisture
Decrease (about 2-3%)
Fat-in-drymatter
Increase (3-6%)
Changes during ripening
Acidity
Increase (1.0-1.5%)
General composition Extensive data are found in the literature concerning the moisture, fat, salt, pH and acidity of Domiati cheese during storage in brine. Fresh Domiati is char-
pH
Decrease (2-2.5)
Lactose
Decrease (1.5-2.0%)
Exudation of cheese serum Decrease in solidsnot-fat Lactic acid fermentation Lactic acid fermentation Lactic acid fermentation
C h e e s e Varieties R i p e n e d in Brine
Changes in the carbohydrate content of Domiati cheese during ripening (%, as lactose) Storage period (days) Fresh
15
30
120
180
Reference
3.5 ND
3.40 2.09
2.85 1.84
1.65 ND
0.54
Ahmed et al. (1972) Tawab et al. (1975)
ND, not determined.
Domiati from buffalo milk (unstandardized) contains more fat in dry matter (FDM), less moisture and lower developed acidity than cheese made from cow or goat milk. The use of reconstituted or recombined milk reduces the moisture content of Domiati (E1-Safty, 1969; Hagrass, 1971). However, raising the reconstitution ratio (i.e., higher total solids in cheese milk) increases the moisture content of the cheese (Moneib et al., 1981). Ripening temperature. Ripening at a low temperature reduces the rate of biochemical and microbiological changes in Domiati as apparent from the slow rate of acid development compared to cheese stored at room temperature (Abou Dawood, 1964; Teama, 1967). The moisture content of Domiati increases during early storage at a low temperature. This has been attributed to the relatively high pH of fresh cheese, which increases the hydration of the caseins at low temperature.
R i p e n i n g period. There is no standard period for the ripening of Domiati cheese. However, 3-4 months storage in brine at room temperature gives a good quality product. The composition of Domiati changes continuously during storage with the highest rate during the first month, which coincides with the growth of the cheese microflora (Abou Dawood, 1964; E1-Koussy, 1966; Ahmed et al., 1972; Naguib et al., 1974). Method of ripening. Storage in pouches or cans without brine has been suggested for Domiati, during which the acidity develops faster than cheese stored in brine (Abd E1-Salam et al., 1981; A1-Khamy, 1988; Gomaa, 1990).
229
Salt content. Variable levels of NaC1 are added to the milk for Domiati cheesemaking depending on season, quality of the milk and duration and temperature of ripening. The higher the percentage of salt added to the milk, the higher the moisture and the lower the extent of acid development in the cheese during ripening (Table 3). Heat treatment of milk.
Pasteurization of the cheese
milk has little effect on the gross composition of Domiati (Sharara, 1962; Teama, 1967; Naguib et al., 1974); a slight increase in moisture content and a slight decrease in acid development are apparent. Oltrafiltration. The manufacture of UF-Domiati has been described (Abd E1-Salam et al., 1981, 1982; Abd E1Salam, 1988; Gomaa, 1990; Hofi et al., 2001). The moisture content of UF-Domiati is usually higher and the fat content lower than those of traditional Domiati (Abd E1Salam et al., 1981; A1-Khamy, 1988; Gomaa, 1990) due to the poor syneresis and the high water-holding capacity of whey proteins retained in UF cheeses (Table 4).
Additives. Addition of lecithin to cheese milk increases the moisture content and acid development in Domiati (E1-Abbassy et al., 1991). The partial replacement of NaC1 by KC1 has no significant effect on the composition or pH of Domiati cheese (Ramadan, 1995). Oroteolysis
Domiati cheese undergoes continuous proteolysis during ripening in brine. Generally, the total nitrogen (TN) content of cheese decreases gradually due to the transfer of degradation products to the brine by diffusion, while the soluble nitrogen fractions of cheese increase continuously, indicating continuous proteolysis. Several factors affect proteolysis in Domiati cheese, as summarized in Table 5. The rennet contributes much to proteolysis in Domiati. This is due to the high concentration of rennet needed to coagulate salted milk (compared to most cheese varieties), the high level of rennet retained in cheese curd and to the storage in salted whey, which contains rennet. In Domiati, Otsl-casein is hydrolysed rapidly, while [3-casein is resistant to hydrolysis (Abd E1-Salam and E1-Shibiny, 1972; E1-Shibiny and Abd
Gross composition of Domiati cheese as affected by the level of NaCI in milk (Zaki et al., 1974) 8% NaCI
Moisture, % FDM, % Acidity, %
10% NaCI
Fresh
3 months
Fresh
58.6 34.6 0.27
51.4 49.7 2.24
59.2 35.0 0.24
FDM, fat in dry matter.
12% NaCI 3 months
52.2 48.2 2.02
15% NaCI
Fresh
3 months
Fresh
3 months
60.9 32.8 0.21
54.5 48.7 1.42
61.7 31.8 0.11
55.8 45.5 1.00
230
C h e e s e Varieties R i p e n e d in Brine
Gross composition of 30-day-old Domiati cheese made from cows' or buffaloes' milk by conventional or ultrafiltration techniques (Abd EI-Salam et aL, 1981) Conventional
Moisture, % FDM, % pH
Ultrafiltration
Cow
Buffalo
Cow
Buffalo
55.77 45.35 4.55
54.82 49.71 4.70
58.72 42.88 5.15
57.29 46.82 4.91
FDM, fat in dry matter.
E1-Salam, 1974; Abd E1-Salam et al., 1983; Mehanna et al., 1983). This pattern of changes arises from the action of rennet on cheese as affected by salt content (Fox and Walley, 1971). The high ionic strength and high ripening temperature seem to enhance the polymerization of [3-casein in Domiati via hydrophobic interactions and render it less susceptible to rennet action. The ]3/Otsl-casein ratio in Domiati increases continuously during ripening (Abd E1-Salam et al., 1983) and, after extended ripening, the water-insoluble proteins are mainly ]3-caseins which explain partially the soft body and texture of ripened Domiati, as reported for Cheddar cheese by Creamer and Olson (1982). A number of degradation products with high or low electrophoretic mobility are apparent in the electrophoretic pattern of the proteins and polypeptides of Domiati, including e~s]-casein (f24-199) (Ramos et al., 1988) produced from e~s]-casein by the action of chymosin, and the y-caseins produced from [3-casein by the action of plasmin (Eigel, 1977). The use of milk clotting enzymes other than calf rennet alters the pattern of proteolysis in Domiati (Abdou et al., 1976), but the use of different starters has only a slight effect (Abd E1-Salam et al., 1983). Analysis of the soluble nitrogenous compounds by gel permeation chromatography (Abd E1-Salam and E1-Shibiny, 1972)
Factors that affect proteolysis in Domiati cheese Increases proteolysis
Retards proteolysis
Cow milk > buffalo milk Homogenization Addition of denatured whey proteins, phosphate, citrate, capsicum tincture, cheese slurry Ultrafiltration
Low temperature storage Heat treatment of cheese milk H202-catalase treatment of milk
Direct acidification Salt-tolerant starters Storage in pouches
Use of reconstituted/recombined milk Increase in NaCI content
showed that this fraction consists mainly of low molecular weight components (amino acids and small peptides). Comparison of the free amino acid pattern in Domiati (E1-Erian et al., 1974) with the amino acid profile of cow and buffalo caseins reveals a marked reduction in the concentration of glutamic acid and the formation of y-amino butyric acid through deamination reactions. Also, arginine is almost absent, having been converted to ornithine. The ripened cheese has a high concentration of ammonia, which indicates the significance of deamination reactions in Domiati and which contributes to flavour development in this type of cheese. The concentration of biogenic amines in Domiati is very low (Mehanna et al., 1989). Tyramine is the principal biogenic amine found in Domiati, together with low concentrations of histamine, tryptamine, phenylethylamine and putrescine. Proteins of Domiati cheese seem to undergo three levels of proteolysis, as illustrated in Fig 1. The key point is that the soluble products diffuse into the brine to attain equilibrium with their concentration in the cheese. Lipolysis
Data on the volatile acids in Domiati cheese have been recalculated as acetic acid (Table 6) which is the principal volatile acid in Domiati (E1-Shibinyet al., 1974). Most of the changes in the volatile acids occur during the first month of ripening, which coincides with maximum bacterial growth (Naguib et al., 1974; Shehata et al., 1984). The pattern of free fatty acids in Domiati is comparable to the fatty acid profile of triglycerides in milk fat (Table 7), suggesting non-specific lipolysis. Analysis of glycerides from ripened Domiati cheese also indicates lipolysis (Precht and Abd E1-Salam, 1985). However, the origin of lipases responsible for fat hydrolysis in Domiati is not clear. The contribution of free fatty acids to flavour development in Domiati has been confirmed from the analysis of cheese of different fat contents (E1-Shibiny et al., 1974). Measurements of peroxide and thiobarbituric acid values indicate that fat oxidation occurs in Domiati cheese during storage (Hamed et al., 1987). Vitamin content
Almost all the vitamin A in milk is retained in Domiati and remains stable during ripening (Sabry and Guerrant, 1958). On the other hand, variable percentages of thiamine, riboflavin, niacin (Sabry and Guerrant, 1958), biotin, vitamin B12 and folic acid (Khattab and Zaki, 1986) are retained in fresh cheese. According to Sabry and Guerrant (1958), the level of biotin, vitamin B12 and folic acid remain unchanged
Cheese Varieties Ripened in Brine
First level
Fresh cheese proteins (%1, O~s2,~, par&K-casein)
Salted whey (brine)
231
Proteinases -mainly residual rennet -milk proteinase (plasmin)
Diffusion
Equilibrium =
Water-soluble components (mainly peptides) Insoluble cheese proteins (O~sl , O~s2, ~,
par&K-casein, large peptides)
Second level
Bacterial enzymes -peptidases -carboxypeptidases -aminopeptidases
Diffusion Equilibrium
Small peptides
Diffusion Equilibrium
Amino acids
Bacterial enzymes -deaminases (mainly) -decarboxylases
Diffusion
Third level
Ammonia, carboxylic acids, amines, C O 2
Equilibrium Schematic representation of proteolysis in Domiati cheese.
during storage while changes in riboflavin and niacin depend on storage conditions. Volatile flavour compounds In addition to the volatile fatty acids, the concentrations of acidic and neutral carbonyls increase in Domiati dur-
ing storage (Magdoub et al., 1983). Several aldehydes, ketones, alcohols, esters, sulphur compounds and hydrocarbons are found in the volatiles of Domiati cheese. Forty-four of these compounds have been identified using a dynamic headspace GC-MS technique (Collin et al., 1993). Most of these volatiles are formed
232
Cheese Varieties Ripened in Brine
Production of volatile fatty acids in Domiati cheese made from buffaloes' milk during ripening (expressed as acetic acid, %)
Ripening period (days) Coagulant
Fresh
15
30
60
90
Rennet a
0.073 0.073 0.034 0.044 0.052 0.029
0.150 0.121 0.089 0.092 0.084 0.078
0.158 0.142 0.107 0.097 0.105 0.107
0.173 0.184 0.109 0.107 0.108 0.118
0.179 0.219 0.111 0.109 0.111 0.120
R. pusillus protease a Calf rennet b Bovine pepsin b R. meihei protease b C. parasitica protease b
a EI-Safty and EI-Shibiny, 1980. b Abdou et aL, 1976.
after 2 months of maturation. Acrolein, butan-2-one, propan-l-ol, butan-2-ol, ethyl propionate, propyl acetate, ethyl butyrate, propyl propionate and propyl butyrate are found in good quality Domiati cheese. Various sulphur compounds are also found at low concentrations in good quality ripened Domiati cheese, but high concentrations of these compounds are associated with inferior quality cheese (Collin et al., 1993). Changes M the concentration of brine
The composition of salted whey used for the ripening of Domiati cheese changes continuously during maturation. This is attributed to the chemical and biochemical changes that occur in cheese and the diffusion of soluble constituents to attain equilibrium in their partition between cheese and brine. The following factors control the changes in the composition of brine: 9 Composition of the fresh cheese and brine. 9 Rate of the biochemical changes in Domiati, which are controlled by several factors. 9 Ratio of cheese to brine (usually 5-6:1). The volume of brine surrounding Domiati stored at room temperature increases (12.5%), and about 70% of the solids lost from the cheese during the first month of storage appear in the brine (Hamed, 1955). A further 5.9% of cheese solids are lost during the
Average proportion* of free fatty acids in Domiati cheese (Ramos et al., 1988)
C4:0
C6:0 C8:0 C10:0 C12:0 C14:0 C16:0 C18:0 C18:1
3.80
8.72
5.83
3.32
Total free fatty acids (mg/kg) * % of total free fatty acids.
4.03
12.55 31.53 2308
8.34
21.66
subsequent 2 months of ripening due to partial exudation of cheese serum into brine as a result of acid production and shrinkage of the cheese matrix. On the other hand, the volume of brine decreases during early ripening of Domiati cheese at a low temperature (Teama, 1967) through the hydration of the caseins. However, further ripening at low temperature is accompanied by an increase in the volume of brine and changes in its composition. The TN content of brine increases continuously during storage. However, the rate and extent of this increase is affected by the salt content and storage temperature (Teama, 1967) and homogenization (Ahmed et al., 1972). The concentrations of Ca and PO4 in the brine also increase initially but remain almost constant after 2 months of storage coinciding with changes in pH and acidity. About 25-30% of the Ca and PO4 in cheese are released into the brine (Ahmed et al., 1972). The salted whey used as a brine for Domiati cheese contains a small amount of fat, the level of which increases slightly with increasing salt content and heat treatment of the milk used for cheesemaking. Both factors weaken the cheese matrix and increase the loss of fat in the whey (Teama, 1967). However, the fat content of the brine changes very little during storage. The NaC1 content of the brine changes during early storage to attain an equilibrium between brine and cheese. Equilibration also occurs in the distribution of lactose and lactate. The brine used for Domiati usually contains a significant amount of lactose even after 4 months of storage (Ahmed et al., 1972). Texture and microstructure
The combined effect of decreasing pH and adding NaC1 to milk reduces significantly all textural parameters (elasticity, hardness, brittleness, adhesiveness, chewiness and gumminess) of Domiati cheese and increases its water retention (Elzeny, 1991). However, the textural parameters increase significantly with increasing rennet concentration, renneting temperature and addition of CaC12 to the milk (Elzeny, 1991). Maximum textural parameters (elasticity modulus, 1.1 x 10 N/m2; hardness, 0.9 kg; brittleness, 0.6 kg; elasticity, 30.9%; cohesiveness, 59.5; chewiness, 0.4 and gumminess, 1.2) were obtained at a milk pH of 6.6, a clotting temperature of 39 ~ a rennet concentration of 0.09% (15 000 SU) and a CaC12 level of 0.02% (Elzeny, 1991). The effect of composition and pH on textural parameters are in the following descending order: pH > NaC1 > protein > fat > moisture (Zaki, 1990). The textural characteristics of fresh Domiati (UF or traditional) cheese are significantly different. Ultrafiltration-Domiati is harder and more adhesive than the traditional cheese, while the latter is more chewy
Cheese Varieties Ripened in Brine
and gummy (Gomaa, 1990). Both types of cheese increase in hardness, adhesiveness and gumminess during the early stages of ripening, followed by a decrease in these parameters after 3 months of ripening in brine. However, traditional Domiati is more elastic than UFDomiati throughout ripening (Gomaa, 1990). It seems that the increase in the textural parameters during early ripening is related to the decrease in moisture and pH, leading to a firmer texture. During the latter stages, changes in texture are related more to changes in the protein matrix, due to proteolysis, particularly of Otsl-casein, and the loss of Ca. The textural parameters of Domiati are also related to the method of storage, i.e., in pouches without brine or in brine in cans. Cheese stored in pouches is significantly harder, more cohesive and gummy than cheese stored in brine (Gomaa, 1990). Also, the hardness of Domiati made from milk supplemented with whey protein concentrate (WPC) decreases as the level of WPC is increased (Gomaa, 1990). The hardness of flesh UF-Domiati can be controlled by changing the homogenization pressure, heat treatment and pH of the pre-cheese (A1-Khamy, 1988). Increasing the homogenization pressure and heat treatment, and reducing the pH of the pre-cheese increase the hardness of flesh UF-Domiati cheese (A1-Khamy, 1988). Electron microscopy of ultra-thin sections of Domiati (Abd E1-Salam and E1-Shibiny, 1973; Hofi et al., 2001) indicates that the internal structure of fresh cheese is a framework of spherical casein aggregates held together by bridges and occluding fat. On storage in brine, the casein aggregates dissociate into smaller spherical particles, forming looser structure. Differences have been observed in the microstructure of traditional and UF-Domiati (Hofi et al., 2001). The protein matrix of UF-Domiati is characterized by denser and bigger protein aggregates in which whey proteins are included with casein in the protein matrix. Additional proof that changes occur in the microstructure of Domiati cheese during storage was provided by scanning electron microscopy (Kerr et al., 1981; Zaki, 1990). The high salt content has little effect on the morphological characteristics of the surface of the cheese and fat globules per se are unlikely to be changed during storage. Most of the changes occur in the protein matrix. In fresh Domiati, hydrophobic interactions between casein molecules seem to be dominant and overcome the repulsive forces from the negatively charged protein matrix due to the relatively high pH (>5.8) of the cheese. The partial exchange of Na + for Ca 2+ weakens the strong interactions in the casein aggregates.
233
Microbiology Micro-organisms present Lactic acid bacteria are predominant in Domiati; lactococci grow during early storage and later lactobacilli (Naguib et al., 1974; Shehata et al., 1984). Salt-tolerant enterococci are the predominant cocci (94.5% of isolated cocci) in ripened Domiati (Hemati et al., 1998). Enterococcus faecalis, E. faecium, Lc. lactis subsp, lactis, Lc. lactis subsp, cremoris, Lb. casei, Lb. plantarum, Lb. brevis, Lb. fermentum, Lb. delbruekii subsp, lactis, Lb. alimentarius, Leuconostoc mesenteroides subsp, cremoris, Brevibacterium linens and Propionibacterium jensenii have been found in Domiati cheese (Naguib, 1965; Shehata et al., 1984; E1Zayat et al., 1995). Yeasts of the genera Trichosporon,
Saccharomyces, Pichia, Debaryomyces, Hansenula, Torulopsis, Endomycopsis and Cryptococcus are also found in Domiati (Ghoniem, 1968; Seham et al., 1982). Effect of manufacturing and ripening on cheese micoflora Raw milk Domiati generally has a higher bacterial count than cheese made from pasteurized milk during the first month of ripening, but cheeses made from both milks have similar counts thereafter (Naguib etal., 1974). The total microbial count increases rapidly to a maximum after a week of storage and then declines. Lactococci behave similarly, but disappear after 2-3 months of ripening. Lactobacilli reach a maximum after 2-4 weeks and then decrease gradually (Helmy, 1960; Naguib et al., 1974). The high salt content of the cheese milk reduces the total microbial and groups counts in Domiati (Shehata etal., 1984). Micrococci and lactobacilli are equally important in Domiati with a high salt content (Helmy, 1960). Starters Traditionally, starters are not used in the manufacture of Domiati cheese. Several attempts have been made to isolate salt-tolerant organisms from ripened Domiati for use as starters. These include Enterococcus faecalis, Pedicoccus spp., Lb. mesenteroides and Lb. casei (E1Gendy etal., 1983). The enterococci isolated from Domiati cheese have high esterolytic and autolytic activities and they can grow well in a medium with 9.5-10.0% NaC1 (Hemati et al., 1997). They are considered to be suitable starters for Domiati made from pasteurized milk. Survival of harmful organisms The presence of coliforms in Domiati is related to the level of salt added to the cheese milk. Not less than 9.5% NaC1 should be added to milk to suppress the growth of coliforms in Domiati made from raw milk (E1-Sadek and Eissa, 1956; Hegazi, 1972).
234
Cheese Varieties Ripened in Brine
Campylobacter spp. are present in Domiati, but C. jejuni has not been detected (E1-Nokrashy et al., 1998). However, added C. jejuni can survive for 21 days in Domiati made with or without Lb. casei as starter. Listeria monocytogenes remains viable in Domiati depending on the pH, NaC1 content and storage temperature. Storage in brine for 60 days at 20-25 ~ is recommended to ensure product safety (Tawfik, 1993). Aeromonas spp. (A. caviae, A. hydrophila, A. sobria) are found in Domiati (El-Prince, 1998). Clostridium spp. are found in Domiati made from pasteurized milk without the addition of starters. The species isolated are predominantly CI. tyrobutyricum and CI. perfringens (Naguib and Shauman, 1973). Bacillus cereus has been isolated from Domiati (E1Nawawy et al., 1981). Staphylococcus aureus can tolerate up to 15% NaC1 in Domiati but its enterotoxin has not been detected in this cheese (Ahmed et al., 1983). Salmonella typhi can survive for up to 16 days in Domiati made from milk containing 10% NaC1 (Naguib et al., 1979). Defects Early blowing is the principal defect in Domiati cheese, particularly that made from raw milk. It is characterized by the formation of gas holes in the cheese, a spongy texture and blowing of the tins. This defect arises from two factors: gas-forming yeasts or coliforms (Hegazi, 1972; E1-Shibiny etal., 1988) or electrolytic corrosion of tins by NaC1 and developed acidity (Abo Elnaga, 1971).
Introduction
One of the most famous cheeses ripened in brine is, undoubtedly, Feta, which has been produced in Greece since Homeric time (Anifantakis, 1991). Feta is the principal cheese produced in Greece and, in most cases, 'Feta' is synonymous with cheese in Greece. Feta represents over 50% of the total cheese consumed in Greece. The name Feta, which means 'slice' in Greek, has probably come from the original shape of the cheese or from the property which allowed it to be sliced without falling apart. Over the past 30-40 years, the name Feta has acquired an important trade value and, nowadays, it is used to designate many cheeses ripened in brine, which are made from different kinds of milk, using various technologies, even uhrafihrated cows' milk. Of course, the flavour and other sensory qualities of these cheeses does not equate to those of the original Feta cheese.
Manufacture
Milk The most suitable milk for the manufacture of Feta is sheep's milk, but also mixtures of sheep's milk with not more than 30% goats' milk are used. Milk is filtered and standardized to about 6% fat. The ratio of casein to fat is usually 0.7-0.8:1. The pH of the milk should be >-6.5. Heat treatment The majority of cheese milk for Feta is pasteurized (72 ~ 2 1 5 15-20s or 6 5 ~ However, in small enterprises and on farms, the cheese milk is either processed raw or receives a thermal treatment lower than pasteurization. Following heat treatment, the milk is cooled to 32-34 ~ and, if pasteurized, a 40% solution of CaC12 is added at a level of 200 ml/100 kg milk. Starter culture Starters used are a combination of lactic acid bacteria. A yoghurt culture (Streptococcus thermophilus and Lactobacillus delbrueckii subsp, bulgaricus, 1:1) or 24 h-old yoghurt was used traditionally, but have been gradually replaced partly by other commercial cultures capable of a higher acidification rate, e.g., Lactococcus lactis subsp, lactis and Lb. delbrueckii subsp, bulgaricus (1:3), Lc. lactis subsp, lactis and Lc. lactis subsp. cremoris. The culture is added to the cheese milk at a level of 0.5-1.0% (v/v) and incubated for 20-30 min before the addition of rennet. Coagulation Coagulation is performed at 32-34 ~ The quantity of the coagulant is regulated so that the coagulum is ready for cutting in 45-50 min. In large- and mediumsized factories, commercial calf rennet is used. In small enterprises and in mountainous areas, the traditional rennet (rennet paste) made from the abomasa of unweaned lambs and kids is used commonly alone or in combination with commercial calf rennet. Cutting and draining The coagulum is cut crossways into cubes of 2-3 cm and left for about 10 min for partial whey exudation. Then, the curds are ladled into perforated moulds, gradually in order to assist draining. The gradual transfer of the curds leads to the formation of small, almond-shaped openings in the cheese mass, which is a characteristic of the structure of Feta cheese. Moulds are cylindrical of various dimensions when the cheese is to be packed in barrels and rectangular (23 • 23 • 20-25 cm) when it is to be packed in tinplated cans (tin cans). The curds are left to drain in the moulds at 14-16 ~ without pressing for 2-3 h
Cheese Varieties Ripened in Brine
and the moulds are then inverted and left for another 2-3 h to complete draining.
Salting When the curd is firm enough, the mould is removed and the curd is cut into two (23 • 11.5 cm) or four (11.5 • 11.5 cm) pieces, which are placed close together on a salting table, the surface of which has already been sprinkled with coarse cooking salt (particles of the size of rice grains). The upper surface of the pieces is also sprinkled with salt which penetrates slowly into the curd mass. Every 12 h, the cheese pieces are inverted and the surface is dry-salted again. This procedure is repeated until the cheese contains about 3.0-3.5% salt. Following salting, the cheese blocks remain on the table for a few more days until a slime of bacteria, yeast and some moulds starts to develop on the surface. Dry salting and slime formation are essential for the development of characteristic Feta flavour during ripening. Before packaging, the slime is washed off from the surface of the cheese using a soft brush and water or brine. Nowadays, in large factories, moulding, draining and salting are performed mechanically. The curds are transferred by gravity to the moulds. The moulds on a belt conveyor pass under a special outlet of the cheese vat and are filled automatically by gravity (no pumps are used). After about 2 h, the palettes supporting the moulds are inverted to complete draining. Then, the curd is cut to the dimensions of the final cheese and dry-salted. Next morning, the cheese pieces are layered in tin-plated cans. The bottom of the can and the surface of each layer of cheese are sprinkled with coarse salt (rice grain size). After about 2 days, the cheese pieces are packed in the final container (tin-plated can).
Packaging Wooden barrels (kegs) were the traditional containers for Feta. However, handling a filled barrel (--~50 kg) is difficult. Nowadays, Feta is packaged mostly in tinplated cans weighting "--19 kg (net weight of cheese: ---16 kg), making the transportation easier and more economical. The cost of the barrels is also higher than that of tin-plated cans but the cheese develops a stronger and spicier flavour than when packed in tin-plated cans.
Ripening Cheese pieces are tightly packed in the tin-plated cans, allowing little space between them. Brine (6-8% NaC1 in water) is added to the container to fill the space between pieces and to cover the surface of the cheese. Usually, the ratio of brine to cheese is 1:8 (v/w). Cheeses are kept at 16-18 ~ until the pH reaches 4.4-4.6 and the moisture decreases to less than 56% (pre-ripening period, usually 2-3 weeks). From time to time, the lid of the container is untightened to per-
235
mit escape of the gases produced by fermentation and inspection of the level of brine, which must always cover the cheese surface. This is a usual practice with cheese ripened in barrels. If not covered by brine, the surface of the cheese becomes dry, its colour changes (from snow white to ivory or even light yellow) and the growth of yeasts and moulds is possible. After the pre-ripening period, the cans of cheese are transferred to a cold room (4-5 ~ to complete ripening. Feta is permitted to be sold at not less than 2 months postmanufacture (Greek Food Code, 1998). A good quality Feta cheese may be stored, always in brine, for up to 1 year at 2-4 ~ Yield and gross composition
The average dry matter of sheep's milk is 18-20% (Alichanidis and Polychroniadou, 1996) and a cheese yield of about 25% is expected for Feta cheese (Anifantakis, 1991; Mallatou etal., 1994). However, the yield varies with the percentage of goats' milk added to sheep's milk and, also, with the season, because the composition of the milk varies with season. The compositional provisions of the Greek Food Code (1998) for Feta cheese are: maximum moisture, 56% and minimum FDM, 43%. Analyses of 60 market samples (60-180-day-old) produced throughout the cheesemaking period in four major factories showed that the average composition (g/100 g) of Feta cheese is: moisture, 54.2; FDM, 50.82; protein, 17.23; salt-in-cheese moisture, 6.27. The average pH is 4.58 (Michaelidou, 1997). Biochemistry of Feta cheese ripening
The breakdown of the main cheese constituents (protein, fat and lactose) by the action of many enzymes involved in cheese ripening is of importance, since it greatly influences the texture and flavour of the mature cheese.
Proteolysis The most complicated event during cheese ripening is, undoubtedly, proteolysis. Proteolysis in cheese is mediated by the concerted action of many proteolytic enzymes, derived from various sources. The contribution of each enzyme depends, amongst other factors, on their relative concentration and on the environment of each cheese. One of the key points for the successful manufacture of Feta cheese is the high acidification rate exerted by starter cultures and the consequent significant drop in pH from about 6.5 to 5.0 in 6-8 h during coagulation and draining, and to about 4.8 after 18-20 h from the beginning of manufacture. This ensures that more rennet is retained in Feta than in some other cheeses
236
Cheese Varieties Ripened in Brine
(Samal et al., 1993; van den Berg and Exterkate, 1993). Furthermore, the pH of Feta (about 4.5) is favourable for the proteolytic activity of chymosin and, also, is close to the pH optimum of the indigenous milk acid proteinase, cathepsin D. However, only a small part ("-8%) of the activity of this enzyme survives pasteurization (Larsen et al., 2000), and its role is expected to be of some importance only in Feta made from raw milk. Even so, since this enzyme has many of the same cleavage sites in Ors1- and [~-caseins as chymosin (Larsen et al., 1996), its activity would be overshadowed by the far higher activity of chymosin in Feta cheese. The activity of the dominant indigenous milk proteinase, plasmin, differs substantially between cheese varieties (Sousa et al., 2001). No data are available for plasmin activity in Feta. The absence of a curd-cooking step during Feta cheese manufacture, the relatively low pH and the high salt content are conditions which do not favour either the conversion of plasminogen to plasmin or the activity of the enzyme itself. Bands in the y-casein region on the electrophoretograms of Feta cheese, indicating some plasmin activity, are in most cases not strong and their intensity does not change during ripening. Proteolysis is not very intense in Feta cheese. Only about 15-18% of the TN of the cheese is soluble in water (WSN) after 60 days of ripening, reaching a value of up to 20-25% in well-ripened cheese in 120-180 days post-manufacture (Fig. 2). The main reason for this relatively low proteolysis is the short ripening period (2-3 weeks) at 16-18 ~ after which the cheese is transferred to a cold room (---4 ~ where
all biochemical reactions, including proteolysis, are slowed down. Additionally, the activity of many proteolytic enzymes, other than chymosin, is not favoured by the low pH of Feta cheese. It is worth noting that the water-soluble fraction of Feta (and other similar cheeses) contains not only the hydrolytic products of caseins (peptides and amino acids), which are soluble in water, but also some whey proteins (mainly [3-1actoglobulin and ot-lactalbumin), which remain in the curd after draining. On the other hand, as the cheese matures in brine, some of the peptides and amino acids, as well as some of the whey proteins, diffuse into the brine. Consequently, the level of WSN measured (e.g., by the Kjeldahl method) is either overestimated at the beginning of the ripening period, due to the presence of the whey proteins, or underestimated later on, due to diffusion (Katsiari et al., 2000a). Because of the diffusion process, the TN of the cheese decreases continuously during ripening and storage (Alichanidis et al., 1984; Katsiari and Voutsinas, 1994; Katsiari et al., 2000a). The rate of proteolysis in Feta cheese is high during the first 15-20 days, when the cheese is in the warm room (Fig. 2) but slows down when the cheese is transferred to the cold room (4 ~ Large amounts of low molecular weight nitrogenous compounds are produced during ripening in the warm room; at the end of this period about 60% of the WSN is soluble in 12% trichloroacetic acid (TCA-SN). The composition of this fraction changes continuously; during further ripening, it is enriched in very small peptides (<600 Da) and free amino acids soluble in 5% phosphotungstic acid (PTA-SN).
25
__-------O
2O
g
15
10
5
0 0
20
40
60
80
100
120
Ripening time (days) Changes in the level of nitrogen soluble in water (9 12% (w/v) trichloroacetic acid (O) or 5% (w/v) phosphotungstic acid (A) as percentages of the total nitrogen during ripening of Feta cheese.
C h e e s e Varieties Ripened in Brine
The amino acid (AA) content of mature Feta varies from 2 to 7 g/kg cheese, depending on the culture used and on the age of the cheese. Leucine, valine, lysine and phenylalanine are the major AAs. Feta also contains significant amounts of non-casein AAs, such as y-aminobutyric acid and ornithine, while citrulline and ot-aminobutyric acid are present in very small amounts (Alichanidis et al., 1984; Valsamaki et al., 2000; Katsiari et al., 2000a). Biogenic amines are generated by the decarboxylation of amino acids, mainly by adventitious micro-organisms (Joosten and Stadhouders, 1987). Investigations have shown that the average amine content of Feta is 400 mg/kg cheese (Valsamaki et al., 2000). Market samples (15) analysed for their amine content had somewhat higher values (---480 mg/kg) (Alichanidis, unpublished results). In both investigations, tyramine constituted about 40% of the total amines, followed by putrescine, histamine and cadaverine. Electrophoresis in polyacrylamide gels containing urea has shown that the rates and extents of degradation of %l- and [3-caseins in Feta cheese are different. During the first 20 days, about 50% of the Otsl-casein is
237
hydrolysed, while more than 80% of the [3-casein remains intact. In well-ripened cheeses (120-240-day-old), only ---20% of the initial content of Otsl-casein remains intact compared to ---65% of [3-casein (Katsiari et al., 2000a). The extensive hydrolysis of Otsl-casein early during ripening is probably due to the residual rennet, which is much higher in Feta than in other cheese varieties (Samal et al., 1993), and due to the low pH, which favours chymosin activity. [3-Casein is also a good substrate for chymosin, but its degradation is strongly retarded by salt (Fox and Walley, 1971), the concentration of which is about 6% in Feta. Later in ripening, the degradation of large peptides and their parent caseins could be attributed to the synergistic action of chymosin, the cell-bound proteinases of starter bacteria, and, possibly, the proteolytic enzymes of the non-starter lactic acid bacteria (NSLAB). The important role of residual rennet in proteolysis and its high activity on Otsl-casein are confirmed from the identification of the major peptides found in the water-soluble fraction of Feta (Michaelidou etal., 1998). The majority of the peptides identified (Fig. 3)
100
0.4
80
0.3 7 60
E c
z Ckl
<
/ 6
0.2
1
2
3
1
4o 9
0.1
0 0
10
20
30
40
50
60
70
80
90
Elution time (min) Reversed-phase HPLC profile of the water-soluble fraction of 6-month-old Feta showing the peaks collected and identified. Eluent A was 1 ml of trifluoroacetic acid (TFA)/I of deionized water. Eluent B was 0.9 ml of TFA, 399.1 ml of deionized water and 600 ml of acetonitrile/I. Gradient: 0-10 min, eluent A; 10-90 min, 0-80% eluent B; 90-100 min, 100% eluent B. The flow rate was 0.8 ml/min. The absorbance of the eluate was monitored at 214 nm. Peak numbers correspond to the following compounds: 1, Tyr; 2, Phe; 3, OLslCN (f4-14) and o%I-CN (f40-49); 4, o%I-CN (f1-14); 5, 13-CN (f164-180), oLsl-CN (f102-109) and oLsl-CN (f24-30); 5A, K-ON (f96-105) and OLsl-CN (f91-98); 6, OLs~-CN (f24-32); 7, 13-CN (f191-205); 8, oL-LA; 9, 13-LG (f16-?); 10, 13-LG (from Michaelidou et aL, 1998, courtesy of the Journal of Dairy Science).
238
Cheese Varieties Ripened in Brine
originated from the N-terminal half of Otsl-casein. Cleavage of Phe23mVa124, Phe32~Arg33, Leu98mLeu99, Leul01~Lysl02 and LeUl09~Glull0 can be attributed to chymosin action. The two peptides identified as originating from the C-terminal half of [3-casein resulted from the cleavage of Leu190~Tyr191 and Ile205mLeu206 by chymosin. One peptide, Ala96~Phez05, originated from the C-terminal part of para-K-casein resulting from the cleavage of Met95mAla96 and Phelos~Metl06. The second cleavage site is a bond well-known to be cleaved by chymosin during renneting. The bond Met95~Ala96 could be a cleavage site of chymosin (Reid et al., 1997) or lactococcal proteinase (Reid et al., 1994).
Lipolysis The flavour of Feta cheese is critically affected by the high levels of short-chain carboxylic acids. All reports agree that acetic acid is the major free volatile acid (FVA) (Vafopoulou et al., 1989; Katsiari et al., 2000b; Kandarakis et al., 2001; Kondyli et al., 2002). It is worth noting that acetic acid is not produced from triglycerides by lipase activity. In Feta, acetic acid can be produced in high amounts during the early stage of ripening mainly from lactose and, perhaps, from the catabolism of citrate (Sarantinopoulos et al., 2002) and from amino acids (Kondyli et al., 2002). The concentration of free fatty acid (FFA) plus acetic acid in mature Feta usually ranges between 2 and 4 g/kg cheese. The accumulation of the FFAs varies with the heat treatment of the milk, the rennet used (home-made rennets from kid and lamb abomasa are rich in lipases), the starter culture, the kind of microbial contaminants and, also, the temperature at draining. Higher draining and warm room temperatures (21 ~ versus 15 ~ favour the formation of all short-chain (C2mC8) volatile acids. Most of the difference (90%) is due to the higher amount of acetic acid produced mainly during the early lactate fermentation (Kandarakis et al., 2001). Free volatile acid constitutes 30-50% of the total acids (except lactic) in mature cheese, acetic acid being the dominant (40-75%) FVA (Alichanidis etal., 1984; Georgala et al., 1999; Katsiari et al., 2000b; Kandarakis et al., 2001; Kondyli et al., 2002). Butyric and higher volatile fatty acids are vital for the development of the characteristic, slightly rancid, flavour of Feta cheese (Vafopoulou et al., 1989). Volatiles
While data on the concentration of acetic and other volatile acids have been provided by a number of studies, data on other volatile compounds are limited. From the data available (Horwood etal., 1981; Kondyli et al., 2002; Sarantinopoulos et al., 2002), it seems that ethanol, followed by butan-2-ol, are the
main volatiles in mature Feta cheese. Also, volatiles such as 3-hydroxy-butan-2-one, diethyl ether, 3methyl-butan-l-ol, acetone, pentan-2-one, propanal, ethyl acetate and acetaldehyde are present in appreciable amounts. Rheological and sensory properties
Data on the rheological properties of Feta cheese are limited, since this cheese easily breaks into pieces when compressed. From the data available, it seems that hardness (kg) varies from 2.7 to 7.0, force to fracture (kg) from 1.5 to 2.4 and compression to fracture (%) from 18.7 to 21.5 (Katsiari and Voutsinas, 1994; Katsiari et al., 1997; Kandarakis et al., 2001). Feta has a short, firm and smooth texture, snow-white colour, a moist surface without rind, and is sliceable. Irregular mechanical openings, distributed throughout the cheese mass, are desirable but the presence of small round holes is regarded as a defect. The flavour (taste and aroma) of Feta can be generally described as slightly acid, salty and mildly rancid. Although the flavour of Feta has not been studied extensively, from the data available it seems that the medium- and, especially, the short-chain volatile acids contribute to its flavour (Vafopoulou et al., 1989; Georgala et al., 1999). Besides these, several other volatile compounds are found in Feta cheese (Horwood et al., 1981; Kondyli et al., 2002; Sarantinopoulos et al., 2002), some at relatively high concentrations, which may contribute to the aroma of this cheese. Some of these compounds are produced solely from the catabolism of proteins or lipids or lactose and citrate, but several of them are common end products of metabolism of more than one of the above constituents. Experiments have shown that besides glycolysis and citrate catabolism, proteolysis should be accompanied by a certain amount of lipolysis and vice versa for a balanced flavour development (Vafopoulou et al., 1989; Katsiari et al., 2000b; Michaelidou et al., 2003). Microbiology
The microbiological quality of Feta cheese can be influenced by various factors, the most important of which are: the quality of the raw milk, the thermal treatment of the milk (no treatment, thermization, pasteurization) and the extent of microbial contamination during processing, especially during dry salting. As mentioned earlier (see 'Manufacture'), the early acidification of the curd is a crucial step in Feta cheese manufacture. This, together with the rate of salt absorption and its final concentration in the cheese moisture, are the most important features of the manufacture of high quality and safe cheese.
Cheese Varieties Ripened in Brine
Several starters are used for Feta cheese, which are mostly combinations of mesophilic cocci, thermophilic cocci and thermophilic rods (Vafopoulou et al., 1989; Litopoulou-Tzanetaki et al., 1993; Katsiari et al., 1997; Pappa and Anifantakis, 2001). Their counts increase rapidly during the first days, remain relatively high during ripening in the warm room and, later on, decline significantly, especially those of the mesophilic cocci. This is probably due to the low pH and high salt-inmoisture content of the cheese (Litopoulou-Tzanetaki et al., 1993; Sarantinopoulos et al., 2002; Manolopoulou et al., 2003). The enzymes of the starter culture are probably responsible for the high rate of production of small peptides and amino acids during the early stage of ripening (Butikofer and Fuchs, 1997). However, the environment of Feta seems to favour the growth of NSLAB, especially lactobacilli, which in a 30-day-old cheese represent about 90% of lactic acid bacterial isolates (Tzanetakis and Litopoulou-Tzanetaki, 1992). Among them, Lactobacillus plantarum is the predominant species, followed by Lb. paracasei subsp. paracasei and Lb. brevis. The dominant group of bacteria found in the brine throughout the maturation of Feta cheese are also NSLAB, and the principal species identified are Lb. paracasei subsp, paracasei and Lb. plantarum (Bintsis et al., 2000). Enterococci (Ec. faecalis and Ec. durans) and pediococci are also found in mature Feta cheese but at low numbers (Tzanetakis and Litopoulou-Tzanetaki, 1992). Investigations have shown that some strains of Ec. durans (LitopoulouTzanetaki et al., 1993) or Ec. faecium (Sarantinopoulos et al., 2002) improve the sensory properties of Feta when used as an adjunct culture. P. pentosaseus, used as adjunct in Feta cheese manufacture, also improves cheese quality and shortens the ripening time by 1 month (Vafopoulou-Mastrojiannaki et al., 1990). Salt-resistant yeasts grow to high numbers (6-8 log cfu/g) on the surface of Feta during dry salting but their number decreases significantly with ripening time (Tzanetakis etal., 1998). Among the species found, Saccharomyces cerevisiae is predominant, followed by Debaryomyces hansenii and Pichia farinosa. Defects
Early blowing This defect appears mainly during drainage but also during curd salting. It is characterized by the presence of small and/or large gas holes in the cheese mass, which gives it a spongy texture. This defect is due to the excessive growth of coliforms and/or yeasts. Coliforms can multiply very rapidly in the curd during the first few hours, when the pH and temperature are favourable. However, the problem is rare in modern dairies, provided that efficient pasteurization and good
239
manufacturing practices are followed. Furthermore, the activity of the starter culture is crucial for the control of coliforms by reducing the pH and the amount of lactose in the curd (Bintsis and Papademas, 2002). Late blowing This defect, which is not very common, causes blowing of the containers, and is attributed mostly to heterofermentative lactic acid bacteria and very rarely to some species of clostridia. Usually, this defect occurs when the containers are sealed before the completion of the intense fermentation in the warm room and before the pH drops to the normal values (<4.8). Mouldiness When the cheeses are not completely immersed in the brine, various species of mould grow on the cheese surface, causing visible defects and reduced quality. Softening of the cheese body In cheeses with normal pH and moisture, softening of the body is very rare; it occurs only when the concentration of salt in the brine in the final containers is lower than the salt-in-moisture content of the cheese. The problem is more frequent when cheeses with insufficient acidity are stored at a low temperature and when the salt concentration of the brine in the package is low. Ropiness of the brine This is actually a defect of the brine, which makes the appearance of the cheese unsightly; the cheese itself is edible and, in most cases, its flavour is normal but the brine is ropy. This defect is caused mainly by some strains of Lb. plantarum, but also by Lb. casei subsp. casei and Lb. casei subsp, rhamnosus and is due to the production of exopolysaccharides (Samaras, 1994).
Gibna bayda is the Arabic name for 'white cheese'. It is produced in Sudan following a method similar to that for Domiati cheese (Tannous, 1991; Abdelgadir et al., 1998) by adding salt to milk before renneting and the cheese is brined in salted whey for at least a month. It is made from cows' milk or variable mixtures of cows' and sheep's or goats' milks (Ahmed and Abdel-Razig, 1998). Gibna bayda can also be made from recombined milk (Ahmed and Khalifa, 1989).
Mish is one of the oldest known cheeses in Egypt (Abou Donia, 1991). It is made from naturally
240
Cheese Varieties Ripened in Brine
fermented, partially skimmed milk remaining after the separation of sour cream by gravity. Salt is sprinkled on the curd ladled onto cheese mats for whey drainage and then cut into suitable pieces. The flesh cheese (Kariesh) is either consumed directly or brined in concentrated salted buttermilk (laban zier) in earthenware containers for more than 1 year to obtain Mish (E1-Gendy, 1983; Abou Donia, 1991). Usually, morta (the heat-coagulated protein-rich precipitate left after the manufacture of butter oil (ghee/samna) by the boiling-off method), red pepper and paprika are added to buttermilk used as brine for Mish cheese. The Mish cheese and brine are served together for consumption. Ripened Mish has a yellowish-brown colour with a distinctly salty, sharp and pungent flavour. Commercially, Mish-like products are made from pieces of different Egyptian cheese varieties (Domiati/Ras) of variable degree of maturity. They are mixed in a barrel with water, NaC1 and emulsifying salts, spices and ripened Mish (about 2%) as a starter. The water and the different additives do not exceed 25% of the mixture. The container is kept sealed for 1 year and its contents are then heated to 70 ~ with agitation to give a homogeneous, spreadable mass, which is then packaged into retail packages (0.5-1 kg). No specifications have been issued for Mish. Therefore, wide variations are found in the composition of market samples of this cheese (Nassib and E1-Gendy, 1974; Abou Donia and ElSoda, 1986; Zaki and Shokry, 1988), as shown in Table 8. Marked proteolysis and lipolysis occur in Mish during ripening. Amino acid nitrogen represents a major part of the total N (E1-Erian et al., 1975). Also, the levels of total volatile fatty acids and butyric acid increase as Mish cheese ripens (Taha and Abdel-Samie, 1961). Bacillus spp., Clostridium mishii, CI. mishami, micrococci, arthrobacteria are found in Mish (Taha and Abdel-Samie, 1961; E1-Erian and E1-Gendy, 1975). Coliforms have not been detected in Mish.
Chemical composition of Mish cheese (Abou Donia and El-Soda, 1986; Zaki and Shokry, 1988) Constituent
Minimum %
Maximum %
Moisture Fat Protein Ash Calcium Phosphorus NaCI
54.76 0.5 6.95 11.13 0.229 0.180 10.0
75.68 4.60 13.13 19.79 0.403 0.215 15.20
Mudaffara cheese is a braided, semi-haM cheese originating in Middle Eastern Countries and in Sudan. In Syria, it is named 'Medafara' or 'Magdula'. Both Mudaffara and Magdula are Arabic names, which denote 'braided'. The technique of making Mudaffara cheese in Sudan (Ahmed, 1987) differs slightly from that for Magdula cheese made in Syria (Abou Donia and Abdel Kader, 1979). In Sudan, Mudaffara is usually made from raw cows' milk, but mixtures of cows' and sheep's or goats' milk are also used. Mudaffara has been made from cows', goats' and buffaloes' milk supplemented with skim milk powder or from reconstituted milk (Ahmed, 1987). Raw milk is renneted and left for 30-60 min after coagulation to ripen. After cutting, whey is partially removed and the curd is cut into small cubes. The curd cubes are left in whey for another 40-60 min to develop the proper acidity. The acidified curds are then cooked (5-10 min) in hot water (75 ~ Black cumin (Nigella sativa) is added to the hot paste, which is kneaded and pulled quickly while hot to form cords (2 m long). Three cords are braided to form a tress, cut into suitable pieces and immersed in brine or salted whey for 2 days. The cheese is packaged in brine or salted whey in sealed containers until consumed. Table 9 shows the composition of Mudaffara cheese made from different milks (Ahmed, 1987). Salt concentration and storage temperature affect the quality of Mudaffara cheese. The hardness of the cheese decreases significantly with continued storage and is more pronounced in cheese stored at 39 2 2 ~ than in cheese stored at a lower temperature (19 + 2 ~ Storage of Mudaffara in 10% salted whey gives a product of superior quality than cheese stored in whey containing 15 or 20% NaC1 (Abdel Razig et al., 2001). Syrian Magdula cheese differs from Mudaffara in that it is made from sheep's milk and the cheese is brined for 1 week, sun-dried for 2-3 days and then kept in tight containers until consumed. It is eaten after soaking in water for 24 h (Abou Donia and Abdel Kader, 1979). Composition of Mudaffara cheese from milk of different species (Ahmed, 1987)
Cows' milk
Reconstituted Goats' Buffaloes' cows' milk milk milk (20% TS)
Total solids, % 47.22 46.96 Fat, % 9.20 9.88 5.14 5.47 pH Total N (TN), % 3.76 3.83 0.448 0.27 Soluble N (SN), % SN/TN 11.9 7.05
49.0 10.6 5.1 4.1 0.48 11.8
48.0 5.8 5.4 4.2 0.3 7.2
Cheese Varieties Ripened in Brine
Nabulsi cheese is one of the most popular cheeses produced in Jordan. It is usually made in springtime when enough sheep's and goats' milk are available. However, the method of cheese preservation allows for its consumption throughout the year. Traditionally, Nabulsi is made without the intentional addition of a starter (Tannous, 1991). Fresh sheep's milk or mixture of sheep's and goats' milks is warmed to about 35 ~ and coagulated with rennet. The coagulum is pressed, cut into pieces (about 4 X 8 cm) and sprinkled with salt. The cheese pieces are then boiled in brine and flavoured with the spices mastic (Pistacia lentiscus) and mahlab (Prunus mahlab) during boiling. Boiling imparts the characteristic texture of the cheese and improves its shelf-life. Boiling usually continues for 5-15 min, after which the cheese pieces become soft and float to the surface of the brine. The cheese pieces are taken from the brine, re-shaped by slight pressing and packaged in tightly closed cans and covered with brine in which the cheese was boiled. Based on its moisture content, Nabulsi is considered a semi-hard cheese. Jordanian Standards (1991) stipulate a moisture content for Nabulsi of <50%. Typical market samples of Nabulsi have a moisture content in the range 36.1-51% (Humeid and Tukan, 1986, 1991). This variation has been attributed partly to the variable casein/fat (C/F) ratio of the cheese milk. The C/F ratio in the milk of Awassi sheep in Jordan varies from 0.7:1 to 1.1:1 with an average of 0.9:1 (Haddadin etal., 1995), which changes the chemical composition and sensory properties of the final cheese. Nabulsi cheese from milk with a C/F ratio of 0.7:1 is preferred, while cheese made from milk with a C/F of 0.5:1 or 1.0:1 is of poor quality. Attempts to manufacture Nabulsi cheese from pasteurized milk (Haddadin et al., 1995) with the use of commercial starter cultures yielded a cheese with strong, sharp flavour, which was not appreciated by the consumer. The use of salt-tolerant Lb. paracasei, Lb. rhamnosus, Lc. lactis subsp, lactis, Ec. faecalis, Ec. faecium and Ec. durans isolated from sheep's and cows' milks gives Nabulsi cheese made from pasteurized milk sensory properties as acceptable as the traditional product (Yamani et al., 1998). Staphylococcus aureus, E. coli, Bacillus cereus and Proteus vulgaris have been detected in retail Nabulsi cheese, but Listeria rnonocytogenes has not been detected (E1-Sukhon, 1993).
Akawi is a popular cheese in several middle eastern countries, especially in Lebanon and Syria. It is made from cows', sheep's or goats' milk. Traditionally, Akawi
241
is made from flash-heated (70-75 ~ milk, cooled to about 35 ~ and renneted. After 1 h, the coagulum is cut, the whey is drained and the curd pieces are removed and quickly wrapped in cheese cloth in small portions (12 • 12 x 3 cm), layered on the top of each other and pressed. Care is taken with respect to the temperature of the curd before pressing (24-26 ~ to avoid excessive fat losses or poor cheese texture. The curd is then brined (10% NaC1). The cheese is sometime used as a filler in traditional sweets after desalting for several hours. Akawi cheese has a close texture with no gas holes and can be sliced. The typical composition of Akawi is 49.1% total solids, 22.5% protein, 21.6% fat and 5% ash (Tannous, 1991). The manufacture of an Akawi-type cheese in Denmark has been described (Kristensen, 1983). The cheese was made from pasteurized cows' milk. A mixture of yoghurt starter and Cheddar cheese starter was used; 3 0 - 4 0 m l rennet, 10 g KNO3 and 10 g CaC12 were used per 100 1 milk. The cheese is sold in brine-filled casks or cans or, alternatively, wrapped in aluminium foil or plastic films. The manufacture of Akawi has also been mechanized (Olsansky etal., 1979), with no appreciable effects on the yield, composition or quality.
This cheese originated in Romania from where its manufacture spread to other Balkan countries and Turkey. Traditionally, it was made from sheep's milk, but for many years now it is made also from cows', buffaloes' or, even, goats' milk or mixtures thereof. In this case, milk with a high fat or total solids content (sheep's or buffaloes') is usually blended with cows' or goats' milk. The colour of the cheese is very white when made from sheep's, buffaloes' or goats' milk, and yellowish when cows' milk is used. It has no rind and its texture is smooth when sheep's milk is used but harder when goats' milk is used alone. Cows' milk sometimes gives a crumbly cheese. The flavour of Telemes can be described as slightly salty and acid; when this cheese is made from goats' milk (alone or mixed with sheep's milk) it has a piquant flavour, especially when it is very ripe. The manufacturing procedure (Table 10) varies from country to country to adapt to the local climate and to the type of milk used (Anifantakis, 1991; Mallatou et al., 2003). The technology has some similarities with that used for Feta, but differs considerably in the procedure of salting and of curd draining. In Feta, whey drains under gravity and by the action of coarse salt spread on the surface of the curd, while the moulded curd of Telemes is subjected to pressure to expel whey. Concerning salting,
242
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C h e e s e Varieties Ripened in Brine
Feta pieces are dry-salted for several days before being placed in the final container filled with brine containing 7-8% salt. Thus, the salt penetration into Feta blocks is slow. In contrast, after draining, the curd of Telemes is cut into pieces (usually 11 • 11 • 8-10 cm but sometimes smaller 7 • 7 • 7 cm), which are placed immediately in a brine containing ---18% salt for 20 h or even 22-24% salt for ---16 h. By this practice, salt quickly penetrates into the curd and, evidently, interrupts the biochemical activities in the ripening cheese and, primarily, the utilization of lactic acid, which accumulates in the curd following the initial fermentation of lactose by the starter culture. Consequently, the acidity of Telemes remains high for a long time, especially if it is refrigerated soon after manufacture (Efthymiou, 1967). The gross composition of Telemes cheese varies as, in different countries, milk of various species is used for cheesemaking. Additionally, in many cases, the C/F ratio is not standardized, a fact which, among others, affects the fat content of the final product. When Telemes is made from sheep's milk, its gross composition is comparable to that of Feta cheese. Electrophoresis of samples of Telemes made from sheep's milk (Alichanidis et al., 1981) or cows' milk (Kalogridou-Vassiliadou and Alichanidis, 1984) shows that the hydrolysis of %l-casein is much more extensive than that of [3-casein. From the analysis of 56 Feta and 120 Telemes samples obtained from the Greek market (Alichanidis, unpublished results), it was concluded that proteoly-
243
sis, as indicated by %WSN/TN, is lower in Telemes than in Feta cheese (13.8 and 19.9%, respectively). Also, other indices of proteolysis, e.g., %TCA-SN/TN and %PTA-SN/TN, show similar trends. Results from several experiments (Polychroniadou and Vlachos, 1979; Alichanidis et al., 1981; Kalogridou-Vassiliadou and Alichanidis, 1984; Zerfiridis et al., 1989) showed that all the above-mentioned indices and the FAA content were lower in Telemes aged for less than 90 days than in Feta cheese, but in older Telemes (> 120 days), their levels became comparable to those of Feta cheese. However, the rate of formation of products of casein degradation differs between the two cheeses. In Feta, the rate is high during the early ripening period, slowing down later (Fig. 2). In contrast, in Telemes, the initial rate is much slower but it continues nearly unchanged throughout ageing (Fig. 4), probably because of the differences in the cheesemaking procedure described above. The free fatty acid (FFA) content of Telemes is lower than that of Feta, ranging from 1 to 2.5 g/kg cheese. Although acetic acid is not a product of lipolysis it is, by far, the principal volatile acid, ranging from 55 to 86% of the total (Efthymiou, 1967; Alichanidis et al., 1981; Buruiana and E1-Senaity, 1986). In a recent study (Mallatou et al., 2003), batches of Telemes were produced using the same procedure but different kinds of milk, sheep's, cows', goats' or a 1:1 mixture of sheep's and goats' milk. The outcome of this study was that, irrespective of the milk used, acetic acid accounted for
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244
Cheese Varieties Ripened in Brine
more than 70% of the total volatile acids. In ripe cheese (60- and 180-day-old), the acid degree value was significantly higher in cows' milk cheese, as also was the sum of FFA produced by lipolysis.
Beyaz peynir is the most popular cheese made and consumed in Turkey. Originally, it was made from sheep's and/or goats' milk, but cows' milk is now widely used for its production. It is a typical cheese ripened in brine with a salty and acid taste. Its colour is very white when sheep's and/or goats' milk is used. It has no rind and its texture varies from soft to semi-hard, depending on the milk used and on the stage of maturity. The shape of the cheese is cubic, 7 • 7 • 7 cm, or rectangular, 7 • 7 • 10 cm. It can be consumed while fresh, but mostly is consumed after ripening in brine. In modern factories, the cheesemilk is pasteurized and starters are used for curd acidification. However, artisanal production is still very large and significant amounts of cheese are made from raw milk without starter addition (Erkmen, 2000). The technology of Beyaz peynir is given briefly in Table 10. Details of the manufacture and the microbiological and biochemical properties of this cheese are given in the review by Hayaloglu et al. (2002). It is difficult to give a reliable average gross composition for this cheese, because the reported data vary widely (Tekinsen, 1983; Turantas et al., 1989; Yildiz et al., 1989; Hayaloglu et al., 2002). These differences can be attributed to the lack of standardization of the C_Az ratio in the cheese milk and to the significant variations in the manufacturing procedure, concerning the heat treatment of the milk, the use of starters, the clotting time, the pressure applied to the curd during draining, the salting level, etc. (Tekinsen, 1983; Turantas et al., 1989; Yildiz et al., 1989). Besides composition, pH also varies substantially in mature cheese, ranging from 4.11 to 5.65 (Turantas et al., 1989) or even higher (Yildiz et al., 1989; Erkmen, 2000). For this type of cheese, a pH value higher than 5.0 could be detrimental for its keeping quality, when the salt-in-brine content is not very high. Proteolysis in Beyaz peynir has not been studied in detail. As with other cheeses ripened in brine, data from the electrophoresis of cheese samples show that Otslcasein is hydrolysed more extensively than [3-casein (Saldamli and Kaytanli, 1998). In mature cheese, the ripening index (WSN/TN) varies from 13 to 22.7%, with an average value of 19.5% (Hayaloglu et al., 2002). Free amino acid (FAA) development was studied by Oc~nc~ (1981), who found that mature cheese (120day-old) made from sheep's milk contained 853 mg FAA/100 g cheese, while the same cheese made from cows' milk contained 698 mg FAM100 g cheese.
The total biogenic amine content of commercial Beyaz peynir (22 samples) was found to be 179 mg/kg in cheeses made with starters and 442 mg/kg in cheeses made without the deliberate use of starter. In both groups, tyramine, putrescine and cadaverine were the predominant amines (Durlu-Ozkaya et al., 1999). The FFA content in cows' milk Beyaz peynir has been studied by Akin et al. (2002). It was found that in 30-day-old cheeses, the total FFA content was 638 mg/kg cheese and, as in other brine cheeses, acetic acid was the dominant volatile acid, accounting for 58.6% of the total volatile acids (C2-C8).
Bjalo salamureno sirene (Belo salamureno sirene or Bjalo sirene or, simply, Sirene) is the traditional and the most popular cheese in Bulgaria. It is a white, semi-hard sheep's milk cheese with a slightly salty and acid taste, and a smooth texture with no rind. Its shape is rectangular (12 • 12 • 10 cm) or cubic with a side of 10 cm. A variant of this cheese is made from pasteurized cows' milk or a mixture of cows' and sheep's milks. The manufacturing technology, in brief, is given in Table 10 (Dimov et al., 1975). As a result of the high fat content (7.5-8.5%) of sheep's milk, when cheese is made from unstandardized milk, it contains FDM ranging from 56 to 59% and protein from 14 to 16.2%. Usually, the C/F ratio in cheese milk is adjusted to 0.65-0.68:1 and the gross composition of the resulting mature cheese (>60 days) is 49-51% moisture, 50-53% FDM and > 17% total protein. The salt content varies between 3.5 and 4.5% and the pH between 4.35 and 4.7. Depending on the age of cheese and other factors, the ripening index (WSN/TN) ranges from 18 to 25% (Peichevski and Iliev, 1986; Mikov et al., 1996; Kafedjiev et al., 1998; Stankov et al., 1998).
Beli sir u kriskama means 'white cheese in pieces' in Serbo-Croatian. This type of cheese is produced in the countries of the former Yugoslavia under specific names, e.g., Bel Sprski, Travnin~ki, Sjeni&i, Sarplaninski, Homoljski, etc. (Zivkovie, 1963). Most of the cheeses were, traditionally, made from sheep's milk but nowadays some of them are also made from cows' milk or mixtures of milk. The manufacturing technology (Table 10) of all these cheeses is similar, with very few differences (Zivkovi~, 1971). All have the typical characteristics of white cheeses ripened in brine: sour-salty taste and tender but firm texture. Their surface is moist with no rind, although some of them have a very thin,
Cheese Varieties Ripened in Brine
greasy rind. Their shape is, usually, rectangular with typical dimensions of 10 x 10 x 10-12 cm or smaller.
Halloumi is the traditional cheese of Cyprus. For hundreds of years, it has been produced from raw sheep's milk or mixtures of raw sheep's and goats' milks; nowadays, large factories use also pasteurized cows' milk for its manufacture. Normally, the colour of the cheese is white, but that made from cows' milk is yellowish. It is a semi-hard cheese with no rind and no gas holes, and its texture is elastic and compact. The specific characteristic of its manufacturing procedure (Anifantakis and Kaminarides, 1983) is that the blocks of pressed curd (--~10 X 10 • 3 cm) are heated at 90-95 ~ in heat-deproteinated whey for at least 30 min. After cooling on a table, the curd blocks are salted with dry salt, often mixed with dry chopped leaves of mint (Mentha viriclis). Halloumi is sold fresh (immediately after production) or is stored at 4 ~ in the whey previously used to heat-treat the curd, containing ---120 g/1 salt. The severe heat treatment, together with the use of salted whey, makes this cheese suitable for storage without refrigeration for a short period of time. The average gross composition of Halloumi from the Cyprus market is: 42-53% moisture, 44.52% FDM, 24.46% protein (TN • 6.38), 3.54% NaC1 (Anifantakis and Kaminarides, 1983). The severe heating of the curd reduces substantially the microbial population in the cheese (Papademas and Robinson, 2000). Also, the residual rennet is probably inactivated under these conditions. Consequently, proteolysis is limited. In fresh ovine and ovine/caprine market samples, the WSN/TN is about 4.0% (Anifantakis and Kaminarides, 1983; Kaminarides et al., 2000). According to Papademas and Robinson (2000), in both ovine and bovine Halloumi, acetic acid is the dominant volatile acid in fresh and mature cheese, accounting for about 40% and over 80% of the total, respectively.
Prof. E. Alichanidis wishes to thank Prof. Ivan Stankov and Prof. Todor Dimitrov for providing literature on Bjalo Salamureno Sirene.
Abdelgadir, W.S., Ahmed, T.K. and Dirar, H.A. (1998). The traditional fermented milk products of the Sudan. Int. J. Food Microbiol. 44, 1-13.
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Teama, Z.Y.A. (1967). Studies on Some Factors Affecting the Yield and Ripening of Domiati Cheese. PhD Thesis, Ain-Shams University, Cairo. Tekinsen, O.C. (1983). Comparative studies on manufacturing methods of white pickled cheese. Ankara Universitesi Veteriner Facultesi Dergisi 30,449-466. Turantas, E, Onl(it(irk, A. and G6ktan, D. (1989). Microbiological and compositional status of Turkish white cheese. Int. J. Food Microbiol. 8, 19-24. Tzanetakis, N. and Litopoulou-Tzanetaki, E. (1992). Changes in numbers and kinds of lactic acid bacteria in Feta and Teleme, two Greek cheeses from ewes' milk. J. Dairy Sci. 75, 1389-1393. Tzanetakis, N., Hatzikamari, M. and Litopoulou-Tzanetaki, E. (1998). Yeasts of the surface microflora of Feta cheese, in, Yeasts in the Dairy Industry: Positive and Negative Aspects, Jacobsen, M., Narvhus, J. and Viljoen, B.C., eds, Special Issue 9801, International Dairy Federation, Brussels. pp. 34-43. Oc(inc(i, M. (1981). Untersuchungen fiber freie Aminostturen w/~rend des Reifens von t(irkischem Weisskttse (Feta-Kase) aus Kuh- und Schafmilch. Molkerei-Z. Welt der Milch 35, 634-638. Vafopoulou, A., Alichanidis, E. and Zerfiridis, G. (1989). Accelerated ripening of Feta cheese, with heat-shocked cultures or microbial proteinases. J. Dairy Res. 56, 285-296. Vafopoulou-Mastrojiannaki, A., Litopoulou-Tzanetaki, E. and Tzanetakis, N. (1990). Effect of Pediococcus pentosaceus on ripening changes of Feta cheese. Microbiol.Aliments-Nutr. 8, 53-62. Valsamaki, K., Michaelidou, A. and Polychroniadou, A. (2000). Biogenic amine production in Feta cheese. Food Chem. 71,259-266. van den Berg, G. and Exterkate, EA. (1993). Technological parameters involved in cheese ripening. Int. DairyJ. 3,485-507. Yamani, M.I., A1-Nabulsi, A.A., Haddadin, M.S. and Robinson, R.K. (1998). The isolation of salt-tolerant lactic acid bacteria from ovine and bovine milks for the production of Nabulsi cheese. J. Soc. Dairy Technol. 51, 86-89. Yildiz, E, Kocak, C., Karacabey, A. and G(irsel, A. (1989). Technological description of a standard quality pickled white cheese in Turkey. Doga Turk Veteriner ve Hayvancilik Dergisi 13,384-392. Zaki, N. (1990). Relationship between chemical composition, texture characteristics and microstructure of some soft cheese varieties. Egypt. J. Dairy Sci. 18, 293-302. Zaki, N. and Shokry, Y.M. (1988). Chemical and microbiological changes in Mish cheese and Mish during ripening. Egypt. J. Dairy Sci. 16, 119-129. Zaki, M.H., Metwally, N.H., Gewaily, E.M. and E1-Koussy, L.A. (1974). Domiati cheese stored at room temperature as affected by heat treatment of milk and different salting levels. Agric. Res. Rev. 52,217-231. Zerfiridis, G.K., Alichanidis, E. and Tzanetakis, N. (1989). Effect of processing parameters on the ripening of Teleme cheese. Lebensm.-Wiss. u.-Technol. 22, 169-174. Zivkovie, Z. (1963). Chemical changes in brine during the ripening of soft white cheese. J. Sci. Agric. Res. 16, 92-100. Zivkovie, Z.. (1971). Technology of White Serbian cheese manufacture. Mljekarstvo 21, 8-16.
Pasta-Filata Cheeses P. Kindstedt, Department of Nutrition and Food Sciences, University of Vermont, Burlington, VT, USA M. Carie and S. Milanovie University of Novi Sad, Faculty of Technology, Bulevar Cara Lazara 1, Serbia and Montenegro
The pasta-filata cheeses are a diverse group that originated primarily in the greater northern Mediterranean region, encompassing Italy, Greece, the Balkans, Turkey and eastern Europe. Traditionally, pasta-filata cheeses have been produced from the milks of the cow, goat, sheep or water buffalo. Some are soft or semi-soft cheeses that are, typically, consumed fresh or after only a brief period of ageing (e.g., fresh Mozzarella, low-moisture Mozzarella, Scamorza). Others are hard or semi-hard ripened cheeses that may undergo considerable ageing before being consumed (e.g., Caciocavallo, Kashkaval, Provolone, Ragusano). The term pasta-filata, which is derived from an Italian phrase that literally means 'spun paste' or 'stretched curd', refers to a unique plasticization and stretching process that is shared by all pasta-filata cheeses and which gives this diverse group their common identity. This chapter is divided into two major sections. The first section is dedicated specifically to low-moisture Mozzarella cheese (LMMC), often referred to as Pizza cheese, which is consumed fresh or after only a brief period of ageing, and which is the most economically important of the pasta-filata cheeses. The second section focuses on Kashkaval, a pasta-filata cheese that is aged extensively.
Global production of LMMC has experienced unprecedented growth during the last two decades and now exceeds that of all other pasta-filata cheeses because of its premier status as a pizza topping. Rapid market growth and keen competitive pressures have given rise to impressive increases in the production capacity of cheese plants that produce LMMC. Consequently, it is not unusual now to find cheese plants that routinely produce 100 000 kg or more of LMMC cheese per day. Cheesemaking on this scale requires precise control over all aspects of the manufacturing process, which has created a pressing need for a better scientific understanding of key manufacturing parameters and their influence on cheese composition, structure, function and yield. It is within this context that LMMC has
attracted considerable interest among cheese scientists. Indeed, the past decade has seen a remarkable increase in research aimed at understanding the effects of manufacturing parameters on LMMC and at elucidating the chemical, physico-chemical and microbiological factors that influence structure and functional properties. This section will focus primarily on the literature and scientific advances that have accrued during the past 10-15 years. Earlier research on LMMC was reviewed by Fox and Guinee (1987), Kindstedt (1991, 1993a,b) and McMahon et al. (1993). Overview of manufacturing technology
The basic manufacturing scheme and equipment lines that are commonly used in the industrial production of LMMC are very similar to those used for Cheddar cheese as far as the milling stage (Bylund, 1995; Kosikowski and Mistry, 1997a; Johnson and Law, 1999). The fat-in-dry matter (FDM) content of LMMC typically falls in the range of 30-45% (w/w). Therefore, the cheese milk is normally standardized to a higher casein to fat ratio by adding non-fat milk solids (e.g., non-fat dry milk, condensed skim milk or ultrafiltered milk protein concentrate) or, less often, by removal of cream (Barbano, 1996; Wendorff, 1996). The standardized milk is pasteurized and then inoculated with starter culture as the milk is pumped into horizontal or vertical enclosed vats. Low-moisture Mozzarella cheese can be manufactured using mesophilic (e.g., Lactococcus lactis subsp. lactis, cremoris) or thermophilic (e.g., Streptococcus thermophilus, Lactobacillus delbrueckii subsp, bulgaricus, Lb. helveticus) lactic acid bacteria. In either case, the principal role of the starter culture is to produce lactic acid in sufficient quantity to transform the curd into one that will plasticize and stretch in hot water. This is accomplished by attaining a suitable combination of pH and calcium content in the curd at the time of stretching. Furthermore, in order to obtain the correct moisture content in the final cheese, generally between 45 and 52% (w/w), the starter must produce acid much more rapidly than in the making of Cheddar cheese. Rapid acidification allows the total manufacturing time to be shortened, which reduces the total
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amount of syneresis during cheesemaking and enables a higher moisture content to be achieved in the final cheese (Barbano et al., 1994). Thus, the typical manufacturing time for LMMC is much shorter than that for Cheddar, averaging about 2.5 h or less from coagulant addition to the start of stretching (McCoy, 1997). In general, thermophilic starters are used much more widely throughout the world than mesophilic starters for LMMC cheese, although there are some noteworthy exceptions. The inoculated cheese milk is coagulated with rennet, the coagulum is cut and then cooked to a temperature of about 41 ~ if a thermophillic starter is used, after which part of the whey is drained off. The remaining whey and curds are then pumped to a large enclosed conveyor belt system where draining, matting and cheddaring of the curds proceed until the proper level of acidity is developed. By the time the cheddared curd reaches the end of conveyor belt, it should have attained an optimum pH value, usually between 5.3 and 5.1 if the curd is to be milled and then stretched immediately. Alternatively, the curd may be milled at a slightly higher pH and then dry-salted to incorporate a portion or all of the salt in the final cheese. The milled curds, salted or unsalted, are then plasticized and stretched mechanically in hot brine or hot water. The hot plastic curd is forced under pressure into a chilled mould which gives the cheese its shape and which precools the block sufficiently so that it will retain its shape when removed from the mould. The block may then undergo further cooling and salting by immersion in cold brine, although salting by brining is increasingly being replaced in part, and in some cases totally, by direct salting. Many variations of the basic process for making LMMC cheese are found in commercial practice but the underlying principles are common to all make procedures. A more detailed discussion of the manufacturing technology of LMMC can be found in a recent review by Kindstedt et al. (1999). Plasticization and stretching
In the industrial manufacture of LMMC, plasticization and stretching are usually performed using continuous single or twin screw mechanical mixers that recirculate hot water at a temperature that is precisely controlled by steam injection. An example of a commercial mixer for LMMC is shown in Fig. 1. Stretching is a two-stage process. During the first stage, the milled curd enters a reservoir of hot water at the front of the mixer, where it is warmed as it settles to the bottom of the mixer (1A). When the curd temperature increases to approximately 50-55 ~ the curd is transformed into a plastic and workable consistency. In the second stage, the
An example of a commercial mixer that is used to plasticize and stretch low-moisture Mozzarella cheese. (A) milled curd enters a reservoir of hot water at the front of the mixer; (B) plasticized curd is kneaded and stretched by counter-rotating augers; (C) hot (c. 60 ~ plastic curd exits the mixer under pressure and proceeds to the moulding machine.
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plasticized curd is kneaded and stretched by either a single pair of counter-rotating augers housed in an inclined barrel or a series of horizontal and inclined single or twin augers (1B). The action of the augers reorients the amorphous curd structure into a unidirectional fibrous ribbon of hot plastic curd that exits the mixer under pressure (1C). Physico-chemical characteristics of the curd
The ability of cheese curd to plasticize in hot water and reorganize into a unidirectional fibrous structure is presumed to be governed primarily by the amount of casein-associated calcium (more correctly calcium phosphate) that is available to crosslink the amorphous para-casein matrix at the time that heat is applied to the curd (Lawrence et al., 1987; Kimura et al., 1992; Lucey and Fox, 1993; Kosikowski and Mistry, 1997a). Furthermore, the hydration of paracasein increases as the level of casein-associated calcium decreases (Sood et al., 1979), which probably contributes strongly to the ability of the curd to plasticize. Curd that contains too much casein-associated calcium fails to attain a smooth, stretchable consistency upon heating and tears during stretching. Curd with too little casein-associated calcium becomes excessively soft and fluid-like during stretching. Two parameters determine the amount of casein-associated calcium in the curd at the time of stretching: (1) the total calcium content of the curd and (2) the distribution of total calcium between the soluble and the insoluble (i.e., casein-associated) states. The total calcium content of the curd is determined by the amount of calcium that is lost to the whey up to the time of stretching. It is well established that caseinbound calcium dissociates from the para-casein matrix to the water phase of cheese curd as the curd pH decreases, and is subsequently released from the curd along with the whey during syneresis (Lucey and Fox, 1993). Consequently, the ratio of total calcium to total protein in Mozzarella curd decreases progressively during cheesemaking as the pH decreases and syneresis progresses (Kindstedt, 1985; Kiely et al., 1992; Kimura et al., 1992). The amount of calcium lost depends on the timing of acidification relative to syneresis. When the pH decreases (and thus casein-associated calcium is solubilized) during the early stages of syneresis (i.e., up to draining), more calcium is lost than when the pH decreases during cheddaring, after most of the syneresis has already occurred (Kindstedt, 1985; Kiely et al., 1992; Kimura et al., 1992). Calcium losses are greatest when acidification occurs before the onset of syneresis (i.e., before coagulation and cutting), as in the making of preacidified and directly acidified Mozzarella. Therefore, directly acidified Mozzarella cheese characteristic-
258
ally contains a very low level of calcium relative to total protein (Kindstedt and Guo, 1997; Paulson et al., 1998; Metzger et al., 2000; Guinee et al., 2002). Thus, the total calcium content of Mozzarella curd may vary substantially at the time of stretching, depending on the conditions of acidification. Furthermore, the distribution of total calcium between the insoluble (i.e., casein-associated) and the soluble states may also vary substantially and, indeed, it is the combination of the total calcium content and its distribution that determine the level of casein-associated calcium and thus the capacity of the curd to plasticize and stretch. The distribution of calcium in Mozzarella curd at stretching is determined primarily by the pH of the curd, as evidenced by the strong pH-dependence of calcium distribution in the final cheese (Lucey and Fox, 1993; Guinee et al., 2000b; Kindstedt et al., 2001; Watkinson et al., 2001; Metzger et al., 2001b; Ge et al., 2002). Declining cheese pH favours a shift in calcium distribution from the casein-associated to the soluble state. Consequently, curd that contains a high total calcium content at stretching (e.g., c. 30 mg/g protein, as in the making of conventional cultured LMMC (Kiely et al., 1992)), must have a low pH in the range of c. 5.1-5.3, in order to attain a casein-associated calcium level that is low enough to allow the curd to plasticize and stretch. In contrast, curd with a low total calcium content (e.g., c. 22 mg/g protein, as in the making of directly acidified Mozzarella (Kindstedt and Guo, 1997)), is optimally stretched at a higher pH value (e.g., pH 5.6-5.7), the curd becoming excessively soft and fluid-like when stretched at a lower pH due to insufficient casein-associated calcium (Larson etal., 1967; Keller etal., 1974). Indeed, by demineralizing skim milk by electrodialysis before renneting, Kimura et al. (1992) demonstrated that curd with a very low calcium content (c. 19 mg/g protein) and very high pH (pH = 6.15) can be plasticized and stretched to produce string cheese. Mozzarella cheese analogues made from rennet casein, which combine very low calcium content (c. 18.5 mg/g protein) with a very high pH (c. 6.3), plus the addition of calciumsequestering salts, presumably are based on this same principle (Guinee et al., 2000b; O'Sullivan and Mulvihill, 2001). Thus, plasticization and stretching can be achieved over an extraordinarily broad range of combinations of total curd calcium content and pH. Thermo-mechanical treatment of the curd
Stretching is a thermo-mechanical treatment that involves the application of mechanical energy in the form of shear stress as the plasticized curd moves down the barrel of the stretcher and its temperature increases. Mulvaney et al. (1997) studied the effects of two key operating parameters of a twin-screw stretcher
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(i.e., the temperature of the stretching water and the speed of the augers (screw speed)) on the thermomechanical treatment of the curd and the chemical and functional characteristics of the final cheese (Yun et al., 1994a; Renda et al., 1997). Increasing the screw speed from 5 to 19 rpm at a constant and relatively low stretching water temperature of 57 ~ resulted in a shorter residence time in the stretcher and a lower curd temperature at the exit. Thus, the intensity of the heat treatment of the curd (in terms of both time and temperature) decreased with increasing screw speed. Furthermore, a higher screw speed resulted in a higher specific mechanical energy (a measure of the mechanical energy that was consumed during stretching), indicative of a more intense thermomechanical treatment. At the highest screw speed (i.e., 19 rpm), the curd temperature did not increase quickly enough in the 57 ~ stretching water to completely plasticize the curd before it was subjected to the shearing forces of the screws. Consequently, the curd underwent extensive tearing which resulted in higher fat loss in the stretching water and substantially lower fat and moisture levels in the final cheese (Mulvaney et al., 1997; Renda etal., 1997). The cheeses stretched at 19 rpm also had higher initial shear modulus (Go) in stress relaxation, which indicated a more extensive elastic network structure that probably resulted from their lower levels of moisture and fat. Increasing the stretching water temperature from 57 to 74 ~ at a constant mid-range screw speed of 12 rpm resulted in a shorter residence time in the stretcher, a higher curd temperature at the exit (ranging from 54.4 ~ (57 ~ water) to 66.5 ~ (74 ~ water)), a lower specific mechanical energy during stretching, a lower fat loss in the stretching water and cheese with higher FDM content and a higher Go immediately after manufacture. Also, during the 50 days of ageing at 4 ~ cheeses stretched at the highest temperature had much higher apparent viscosity and TPA-hardness and lower meltability values (Yun et al., 1994a). Thus, the temperature of the stretching water had a major impact on the time-temperature profile of the curd and the intensity of the mechanical treatment during stretching, and on the rheological and functional properties of the final cheese. The authors did not attempt to explain why a higher stretching water temperature resulted in the formation of a much more elastic network structure (in spite of a higher FDM in the cheese), as indicated by a substantially higher Go value in the final cheese immediately after manufacture. However, it seems reasonable to postulate that a higher stretching temperature may have favoured more extensive hydrophobic-mediated aggregation and contraction of para-casein into stronger, more elastic fibers. If this
were the case, then one might also expect to find greater phase separation of protein and water within the cheese structure (Kindstedt and Guo, 1998; Pastorino etal., 2002). The investigators did not specifically evaluate changes in the water phase of the cheese but they did observe that the highest stretching temperature produced cheese that released an unusually large amount of serum upon melting throughout the 51 days of ageing (Kindstedt et al., 1995b). In a different study, Kindstedt et al. (1995b) varied the screw speed from 5 to 19 rpm at a constant, relatively high, stretching water temperature of 74 ~ Stretching at a slow screw speed resulted in a longer residence time and a higher curd temperature at exit, ranging from 62 ~ at 19 rpm to 66 ~ at 5 rpm screw speed. Cheeses that were stretched at a slow screw speed and which, therefore, attained a higher temperature during stretching had a higher apparent viscosity and TPA hardness value throughout the 112 days of storage at 4 ~ indicative of a more elastic network structure. Furthermore, the amount of serum that was expressed from the cheeses upon centrifugation (12 500 • g for 45 min at 25~ during the first 12 days after manufacture increased, and the concentrations of intact caseins and calcium in the expressible serum decreased with increasing curd temperature during stretching. These results suggested that a higher stretching temperature may have favoured increased hydrophobically mediated aggregation of para-casein and a shift in calcium distribution to the casein-associated state, resulting in a more highly calcium-crosslinked, elastic, fibrous structure and a greater phase separation of protein and water. However, in this and the other studies cited, it is impossible to separate the effect of stretching temperature on the initial network structure that was established during stretching from other effects that occurred concurrently, such as on the rate of proteolysis and microbiological activity, as discussed below. Thus, further study is needed to differentiate and elucidate the multiple effects of stretching temperature on the structure and functional properties of the final cheese. Thermal effects on starter bacteria and coagulant
The heat treatment of the curd during stretching presumably influences the viability and activity of the starter culture bacteria in the final cheese. Yun et al. (1995a) reported that both Streptococcus thermophilus and Lactobacillus delbrueckii subsp, bulgaricus survived and remained metabolically active when stretching was performed at the low end of the stretching temperature range (e.g., 55 ~ curd temperature), as measured directly by plate count enumeration and indirectly by
Pasta-Filata Cheeses
increases in titratable acidity and in the level of N soluble in 12% (w/v) trichloroacetic acid in the cheese during ageing. Petersen etal. (2000) also enumerated starter Sc. thermophilus and Lb. helveticus in LMMC before and after stretching (water temperature, 83 ~ curd temperature unknown) and reported little or no change in the number of viable starter bacteria. However, starter activity appeared to be reduced substantially at higher stretching temperatures (e.g., 62-66 ~ exit temperature), as evidenced indirectly by a steep decline in titratable acidity and 12% TCA-soluble N in the final cheese (Yun et al., 1994a; Kindstedt et al., 1995b). Thus, the survival of metabolically active thermophilic starter bacteria appears to be highly temperature dependent within the normal range of stretching temperature employed in commercial manufacture. Residual coagulant activity in LMMC also may vary depending on the extent of heat inactivation during stretching (Gangopadhyay and Thakar, 1991). Indirect evidence of chymosin activity in LMMC during ageing, observed as either the breakdown of OLsl-casein by electrophoresis or the accumulation of N soluble in water at pH 4.6, has been reported in numerous pilot-scale cheesemaking experiments (Yun et al., 1993a,c,e, 1995a,b, 1998; Barbano et al., 1994; Kindstedt et al., 1995a,b; Renda et al., 1997; Guinee et al., 1998, 2000a, 2002; Hong et al., 1998; Walsh et al., 1998; Chaves et al., 1999; Feeney et al., 2002; Somerset al., 2002) In these studies, the curd temperature during stretching did not exceed c. 55-60 ~ i.e., the low end of the normal stretching temperature range. Microbial coagulants derived from Rhizomucor miehei (formerly Mucor miehei) and Cuophonectria parasitica (formerly Endothia parasitica) also remained active in LMMC stretched at 55 ~ (Yun et al., 1993c). However, chymosin activity appeared to be reduced substantially at higher stretching temperatures (e.g., 62-66 ~ exit temperature), as evidenced indirectly by a steep decline in the level of pH 4.6-soluble N in the final cheese (Yun et al., 1994a; Kindstedt et al., 1995b). More recently, Feeney et al. (2001) demonstrated conclusively that residual chymosin activity in LMMC decreased progressively when the curd temperature during stretching was increased from 55 to 66 ~ with the largest decrease occurring between 62 and 66 ~ From their results, one can conclude that stretching at a temperature higher than 66 ~ would have little effect on residual chymosin activity since very little activity remained after stretching at 66 ~ This was confirmed by Mayes and Sutherland (2002), who reported that the rate of proteolysis (measured as increases in pH 4.6- and 12% TCA-soluble N during ageing) decreased in LMMC when the stretching temperature was increased from 60 to 67 ~ However, increases from 67' to 75 ~ had little further effect
255
on proteolysis. The impact of curd pH at stretching has not been specifically investigated, but it is possible that a higher curd pH at a given stretching temperature may result in greater inactivation of chymosin and less residual chymosin activity in the final cheese (Guinee et al. 2002). Reorganization of curd structure
Several different microscopy techniques have been used to elucidate the changes in curd structure that occur during stretching. Using scanning electron microscopy (SEM), Oberg et al. (1993) and McMahon et al. (1999) observed that the amorphous curd structure before stretching was completely disrupted by the shearing forces of the screws, resulting in a reorganization of the aggregated para-casein matrix into roughly parallel aligned para-casein fibers. Furthermore, fat globules and starter bacteria became concentrated in longitudinal columns that separated the fibers. This striking reorganization is illustrated in Figs 2-4. Immediately after stretching and while the cheese was still hot, the para-casein had the appearance of smoothwalled fibers and there was little evidence of the fat, which had been removed during sample preparation for SEM (Fig. 3). However, after the cheese had cooled overnight, the walls of the fibers showed extensive spherical imprints left by the fat droplets as they solidified and acted as a template around which the pliable para-casein fibers moulded (Fig. 4). A similar transformation of curd structure during stretching was observed by Auty et al. (1998, 2001) using confocal scanning laser microscopy (CSLM). Furthermore, it was possible to directly observe both the protein and the fat phases of the curd, as well as non-fat, non-protein (presumably serum) regions. The CSLM images confirmed that fat globules became redistributed and concentrated in the channels that separated the para-casein fibers (Auty etal., 1998, 2001; Guinee et al., 1999). This striking reorganization of curd structure was also readily observed at much lower magnification by Taneya etal. (1992) using light microscopy and differential staining of the fat and protein phases of the cheese. The same researchers demonstrated, using cryo-SEM, that bulk phase water (serum) as well as fat occupied the columns that separated the protein fibers in newly stretched cheese. Functional properties
Cheese that is used as an ingredient in prepared foods must satisfy certain performance requirements that are determined by the function of the cheese in the particular food application in which it is used. As
256
Pasta-Filata Cheeses
Scanning electron micrograph of low-moisture, part-skim Mozzarella curd taken prior to dry salting and stretching. Scale bar equals 10 l~m (reproduced with permission from Oberg et al., 1993).
noted earlier, LMMC is used mostly as an ingredient in pizza and other prepared foods that contain melted cheese. Therefore, functional properties are essential determinants of the quality and acceptability of LMMC, and considerable research has been directed towards developing and applying new methods to measure functional characteristics and fundamental rheological
properties that determine and affect functional behaviour. A summary of recent developments relating to analytical testing for functional and rheological properties is presented here. For a more complete overview of the topic of LMMC functionality, the reader is directed to the recent comprehensive reviews by Rowney et al. (1999), Fox et al. (2000) and Guinee (2002b).
Scanning electron micrograph of low-moisture, part-skim Mozzarella curd taken immediately after stretching, longitudinal view. Scale bar equals 10 i~m (reproduced with permission from Oberg et al., 1993).
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257
Scanning electron micrograph of low-moisture, part-skim Mozzarella curd taken after stretching and following 1 day of storage, longitudinal view. Scale bar equals 10 #m (reproduced with permission from Oberg et aL, 1993).
Functional properties before heating LMMC is usually produced in block form, ranging in weight from c. 2.3 to 9.5 kg, and must therefore be comminuted (shredded or diced) before it can be used as an ingredient in prepared foods such as pizza. In the industry, the term 'shreddability' is used in reference to several important functional characteristics, including: the ease with which the cheese block is processed through a shredding machine (also referred to as 'machinability'); the geometry and integrity of the shreds (i.e., the extent to which shreds of uniform dimensions with cleanly cut edges are obtained); the susceptibility of the cheese to shatter and form fines during shredding; and the ability of the shreds to resist matting and remain free-flowing. Problems related to shreddability may occur when the body of the cheese is soft and pasty or wet, causing the shredding machine to become clogged with cheese and resulting in shreds with ragged edges and deformed geometry, along with the formation of fines and gummy balls of cheese. Such cheese is also likely to undergo excessive matting after shredding, which makes it difficult to handle, store and apply uniformly on the product in which it is used with portioncontrolled precision. At the opposite extreme, cheese that is excessively firm and dry, as is often the case with low-fat Mozzarella, may take longer to process through the shredding machine and fracture excessively to produce shattered shreds and fines, which also make handling and portion control more difficult (Kindstedt, 1995).
Only a few attempts to quantify aspects of shreddability directly by empirical and imitative tests have been reported. Apostolopoulos and Marshall (1994) used quantitative image analysis data to calculate a shreddability index as a function of the size, shape and number of shredded fragments obtained upon shredding. The shreddability index values obtained by image analysis were highly correlated with sensory panel visual assessments made on the basis of the length of the shreds, amount of fragments present and degree of stickiness between the shreds. An empirical test to measure matting behaviour was proposed based on the ability of cheese particles to penetrate down though a stack of vibrating sieves of decreasing mesh size (Kindstedt, 1995). Sticky cheese that mats excessively is retained by the larger sieves, whereas cheese that remains free-flowing may penetrate to the bottom of the stack. The aggregation index value of Mozzarella cheese, calculated as a weighted average of sieve size • mass of cheese retained by each sieve, increased during storage and with higher fat content, indicating increased susceptibility to matting (Kindstedt, 1995). Many researchers have used texture profile analysis (TPA) and similar uniaxial compression tests at a temperature ranging from c. 10 to 25 ~ to characterize the hardness or firmness of Mozzarella cheese. Generally, these studies showed that Mozzarella became significantly softer or showed a trend towards softening with increasing age and level of proteolysis (e.g., Tunick et al., 1993, 1995; Yun et al., 1993b,d,e, 1995a,b, 1998; Barbano et al., 1994; Kindstedt et al., 1995a,b; Renda
258
Pasta-Filata C h e e s e s
etal., 1997; Guinee et al., 1998, 2000a, 2001, 2002; Hong et al., 1998; Walsh et al., 1998), with increasing fat and/or moisture content (e.g., Tunick et al., 1991, 1993, 1995; Yun et al., 1993e; Rudan et al., 1999) and with decreasing calcium content (Yun etal., 1995b; Guinee et al., 2002) and pH (Guinee et al., 2002). Fundamental rheological testing methods, such as stress relaxation (Diefes et al., 1993; Yun et al., 1994b) and small amplitude oscillatory shear (dynamic) tests (Diefes et al., 1993; Tunick et al., 1993, 1995; Ak and Gunasekaran, 1996), have also been used to characterize the softening of LMMC during refrigerated storage. Testing has been performed in the temperature range of c. 10-26 ~ Of particular interest are the results of Tunick et al. (1995) and Ak and Gunasekaran (1996), who used dynamic testing to measure changes in G' (the elastic or storage modulus) and G" (the viscous or loss modulus) of Mozzarella cheese during storage. The elastic modulus (G') decreased during storage, as expected, indicating a softening of the cheese caused by a weakening of the para-casein matrix by proteolysis. However, the viscous modulus (G") did not increase as expected but, instead, decreased, indicating a reduction in viscous dissipation as the cheese aged. Ak and Gunasekaran (1996) suggested that the decrease in the viscous modulus (G") may have been caused by increased binding of water resulting from proteolysis. Changes in the state of water in Mozzarella cheese during ageing have been the focus of considerable study, as will be discussed later. The impact of such changes on rheological and functional properties as differentiated from the direct effect of proteolysis on the network structure of the para-casein fibers is not completely understood and warrants further investigation.
Heat-induced functional properties (melting) Heat-induced functional properties are essential determinants of the quality and acceptability of LMMC that is used as an ingredient in cooking applications such as for pizza. Important heat-induced characteristics include: meltability (more correctly, flowability, i.e., the extent to which melted cheese flows and spreads upon heating); stretchability (the ability of the molten cheese to stretch and form strings when extended); elasticity (the ability of the cheese strings to resist deformation during extension, which is related to chewiness); oiling-off (the release of free oil); and blistering and browning (the formation of dark-coloured patches of varying size and colour intensity). In general, LMMC for ingredient use in pizza should, upon melting, flow readily to form a continuous melt with complete loss of shred identity, possess a stretchable and slightly to moderately elastic, chewy consist-
ency, and display limited blister formation, limited intensity of browning and a glistening, but not greasy, surface.
Meltability. The meltability of LMMC has been evaluated extensively by empirical tests such as the Schreiber (Kosikowski and Mistry, 1997b) and Arnott (Arnott et al., 1957) tests, which measure the increase in diameter or decrease in height of a cylinder of cheese upon melting under standard conditions. Muthukumarappan et al. (1999a) proposed several modifications to improve the efficacy of the Schreiber test. More recently, Wang and Sun (2002a,b) applied computer vision image analysis to quantify the increase in the area of cheese samples upon melting as an index of meltability. Other widely used empirical approaches to measure flow properties or melted consistency include the method described by Olson and Price (1958), which measures the distance melted cheese flows in a horizontal glass tube, and helical viscometry (Kindstedt et al., 1989; Kindstedt and Kiely, 1992). The latter method measures the resistance on a rotating t-bar spindle as the spindle is drawn through a column of molten cheese, referred to as apparent viscosity. A high apparent viscosity generally corresponds to a fibrous, elastic, chewy melted consistency whereas a low apparent viscosity indicates a viscous fluid-like consistency. A more direct empirical method for measuring post-meh chewiness was described by Metzger and Barbano (1999). Post-meh chewiness was determined by blending melted cheese, that had partially cooled, with water in a stomacher, passing the contents through a series of sieves of decreasing mesh size, and determining the percentage of cheese solids retained in the largest mesh sieve (4.75 mm). Results of this empirical test were highly correlated with sensory ranking of chewiness. Guinee et al. (1998) described an empirical test for melt time, defined as the time required for a fixed weight of shredded cheese to melt and fuse into a molten mass, free of shred identity, on heating at 280 ~ Numerous researchers, who have used one or more of these empirical methods to study Mozzarella cheese, have generally reported that the melt time and apparent viscosity decreased and the meltability (flowability) increased with increasing age and extent of proteolysis (e.g., Oberg et al., I991, 1992; Tunick et al., 1993, 1995; Yun etal., 1993b,d,e, 1995a,b, 1998; Barbano etal., 1994; Kindstedt et al., 1995a,b; Fife et al., 1996; Renda et al., 1997; Guinee et al., 1998, 2000a, 2001, 2002; Hong et al., 1998; Madsen and Qvist, 1998; Walsh et al., 1998), with higher fat and moisture contents (Tunick et al., 1991, 1993, 1995; Yun et al., 1993e; Perry et al., 1997; Rudan et al., 1999; Petersen et al., 2000), with
Pasta-Filata Cheeses
lower calcium content (Yun et al., 1995b; Metzger et al., 200 la; Guinee et al., 2002) and with lower pH (Guinee et al., 2002). Reducing the calcium content of low-fat Mozzarella resulted in lower values for post-meh chewiness (Metzger et al., 2001b). Several different fundamental rheological tests have been used to study the melting process of LMMC. Guinee et al. (1999, 2002) used dynamic testing to characterize changes in the viscoelasticity of LMMC on heating from 20 to 80 ~ They reported that G' (the elastic or storage modulus) remained relatively constant from c. 20 to 25 ~ but then increased rapidly with increasing temperature to 45 ~ indicating a softening of the cheese which the authors have attributed, in part, to liquefaction of the fat phase. At temperatures above 45 ~ G' decreased more slowly because the fat is fully liquid at c. 40 ~ Diefes et al. (1993) also reported substantially lower G' values for LMMC at 60 ~ than at 20 ~ indicative of thermal softening. Furthermore, Guinee etal. (1999, 2002) showed that the phase angle (~) increased gradually when the temperature was raised from 20~ to between 45 and 60 ~ and then increased steeply with increasing temperature to c. 80 ~ These results indicated that the cheese underwent a phase transition from largely elastic to largely viscous in nature when the temperature exceeded the range of c. 45-60 ~ Consistent with these results, Taneya etal. (1992) reported that thermal softening occurred in string cheese over the temperature range 5-45 ~ as measured by compression and stress relaxation tests. The same investigators reported a strong temperature dependency of flow properties over the range of 45-75 ~ as measured by capillary rheometry. In summary, melting of LMMC is characterized by an initial thermal softening, resulting from the liquefaction of fat, followed by a phase change from solid-like to liquid-like as the para-casein matrix collapses, liquid fat globules coalesce and flow, and adjacent planes of para-casein are displaced (Guinee, 2002b). Much interest has developed around lubricated squeezing flow as an approach to profiling melting behaviour. Ak and Gunasekaran (1995b) used a lubricated squeezing flow test to characterize the thermal softening of LMMC over the temperature range 30-60 ~ and softening during ageing. Later, this group (Wang et al., 1998) developed a test device based on lubricated squeezing flow, named the UW Meltmeter, to objectively measure the melt/flow behaviour of cheese at different temperatures. They reported that the meltability of Mozzarella cheese, as profiled by several fundamental rheological parameters measured by the Meltmeter, increased with higher fat content in the cheese and higher melting temperature. Kuo et al.
259
(2001a) used the UW Mehmeter to characterize the flow behaviour of LMMC as a function of cheese age and holding time at 60 ~ for up to 20 min. They reported that the meltability of 1-week-old LMMC was not affected by holding at 60 ~ for up to 20 min. However, the meltability of older cheeses (6 and 12 weeks) decreased sharply with longer holding time at 60 ~ which they attributed to an apparent redistribution of moisture in the cheese caused by increased hydrophobic interactions in the para-casein structure. A different test device, called the UW Melt Profiler, which is also based on the principles of squeeze flow rheometry, was developed by Muthukumarappan et al. (1999b) and later modified by Gunasekaran etal. (2002). This device is used to measure the softening point of cheese, which is defined as the temperature at which cheese begins to flow under constant force. Using the UW Melt Profiler, Muthukumarappan et al. (1999b) demonstrated that the softening point of Mozzarella cheese decreased with increasing age and fat content of the cheese.
Stretchability. Both empirical and fundamental test methods have been proposed to evaluate the stretchability or elongational properties of Mozzarella cheese. Apostolopoulos (1994) and Guinee and O'Callaghan (1997) developed empirical tests to measure the distance to which the melted cheese could be stretched vertically or horizontally, respectively, before complete strand breakage. Authors who used the method of Guinee and O'Callaghan (1997) have generally found that the stretchability of molten LMMC increases with storage time at 4 ~ up to c. 15-20 days and thereafter remains relatively constant up to 50-75 days (Guinee et al., 1998, 2000a, 2001, 2002; Walsh et al., 1998). However, the stretchability deterioriates fairly rapidly as the level of pH 4.6-soluble N (as % of total N) exceeds c. 14% (Feeney etal., 2001; Guinee etal., 2001), as, for example, occurs on prolonged holding of cheese at 4 ~ (e.g., >130 days) or holding for a shorter time (e.g., 70 days) at higher storage temperature (e.g., 10-15 ~ (Guinee, 2002a). A more fundamental approach was described by Apostolopoulos (1994), who used lubricated squeezing flow to determine the elongational viscosity of melted LMMC at 65 ~ which can be used as a measure of the ability of the cheese to stretch and form strings. Cavella et al. (1992) used a spinning test method to objectively evaluate the stretchability of Mozzarella cheese. Horizontal (Ak etal., 1993) and vertical (Ak and Gunasekaran, 1995a) uniaxial extension methods have also been used to measure the elongational properties of LMMC. From the data presented in these reports, it appears that the horizontal method is more sensitive
260
Pasta-Filata Cheeses
than the vertical method to changes in the stretching behaviour of the cheese during 1 month of ageing.
Oiling-off. Oiling-off is caused by the release of free oil from the body of melted cheese. Excessive oilingoff results in pools of liquid fat at the surface and throughout the body of the melted cheese, giving the cheese a greasy appearance and mouthfeel that are generally regarded as undesirable. However, a moderate release of free oil contributes to desirable melting characteristics by creating a hydrophobic film on the cheese surface during baking, giving the surface a desirable sheen and, more importantly, slowing down evaporative loss of moisture. Excessive dehydration during melting, as occurs when insufficient free oil is released, results in the formation of a tough skin on the cheese surface that inhibits flow and scorches readily (Rudan and Barbano, 1998; Rudan et al., 1999). Free oil has been measured empirically by two different approaches: melting a disk of cheese on a filter paper and then measuring the area of the oil ring that diffuses into the filter paper; or melting and centrifuging the cheese to recover the free oil (Kindstedt and Rippe, 1990; Kindstedt and Fox, 1991). In general, oiling-off of Mozzarella cheese has been shown to increase with increasing fat content (Kindstedt and Rippe, 1990; Rudan et al., 1999), decreasing salt content (Rippe and Kindstedt, 1989; Kindstedt et al., 1992) and increasing time of storage and level of proteolysis (e.g., Tunick et al., 1993, 1995; Yun et al., 1993b,d,e, 1995a, 1998; Barbano et al., 1994; Renda et al., 1997; Hong et al., 1998; Poduval and Mistry, 1999). Furthermore, the release of free oil from Mozzarella cheese was reduced substantially when the milk or the cream fraction of the milk was homogenized before cheesemaking (Tunick, 1994; Rudan et al., 1998; Poduval and Mistry, 1999). Homogenization results in a much finer dispersion of fat within the cheese structure, as observed by SEM, which limits the ability of fat globules to coalesce and flow on melting. The use of a twin-screw extruder to stretch Mozzarella cheese also reduced oiling-off to a negligible level, presumably because the high shear mixing of the extruder produces a finer dispersion of the fat within the cheese structure (Apostolopoulos et al., 1994). Free oil was reduced by the addition of buttermilk solids to the cheese milk, presumably due to phospholipid-mediated enhancement of emulsification (Poduval and Mistry, 1999). Browning. Mozzarella cheese that contains both reducing sugars (i.e., lactose and galactose) and proteolysis products is susceptible to non-enzymatic (Maillard) browning reactions at high temperatures, such as that which occur during pizza baking. The browning potential of Mozzarella cheese has been evaluated
objectively by reflectance colourimetry after heating the cheese under various conditions (Johnson and Olson, 1985; Oberg et al., 1992; Barbano et al., 1994; Mukherjee and Hutkins, 1994). After heating and cooling, the cheese may be analysed for three colour indices, L '~ (light to dark), a ~ (red to green) and b '~ (yellow to blue), from which an evaluation of the intensity of browness can be made. Reduced browning potential in LMMC has been associated with lower galactose levels and the use of galactose-fermenting starter cultures (Johnson and Olson, 1985; Matzdorf etal., 1994; Mukherjee and Hutkins, 1994). Conversely, LMMC made from milk fortified with non-fat dry milk solids showed increased browning, presumably due to higher levels of lactose and galactose in the cheese (Yun et al., 1998). Directly acidified Mozzarella shows very little browning, presumably due to the absence of proteolysis products of starter culture origin (Oberg et al., 1992). Cultured Mozzarella cheese has generally been reported to increase in browning potential during ageing (Oberg et al., 1991; Barbano et al., 1994; Merrill et al., 1994; Yun et al., 1998). Presumably, increased browning is caused by the accumulation of proteolysis products and/or galactose released by non-galactose fermenting starter bacteria during ageing. Age-related changes in structure and function
Newly manufactured cultured LMMC generally melts to a tough, fibrous, chewy consistency that has limited ability to stretch and flow. Typically, it takes several weeks of storage at refrigerated temperatures before cultured LMMC attains its optimum melting characteristics (Kindstedt, 1995). Therefore, much research has been aimed at elucidating the age-related changes in the structure and function of Mozzarella cheese. However, it is important to recognize that the initial structure and functional properties of Mozzarella may vary substantially depending on the chemical composition of the cheese. Fat plays a particularly important role in the initial structure and function because the amount of fat determines the extent to which the paracasein fibers are interrupted by fat-serum columns (see Fig. 4). As the fat content of Mozzarella decreases, the volume fraction of the casein matrix increases and the para-casein strands become thicker with fewer inclusions of fat-serum channels between them (Merrill et al., 1996; McMahon et al., 1999). The abundance and size of the fat-serum channels influence the melting characteristics of the cheese because the channels act as a low viscosity lubricant which facilitates the displacement of adjacent planes of para-casein during heating (Guinee, 2002b). Consequently, cultured Mozzarella cheese with a reduced fat content initially
Pasta-Filata Cheeses
melts to a tougher, more chewy (higher apparent viscosity) and less flowable (lower meltability) consistency than Mozzarella made by the same process but with a higher fat content (Rudan et al., 1999). Furthermore, the distance separating the fat-serum channels from one another increases with decreasing fat content (Merrill et al., 1996), which restricts the ability of liquid fat globules in adjacent channels to flow and coalesce with one another to form pools of free oil. Consequently, the fat remains more finely dispersed on melting and the proportion of total fat that is released as free oil decreases with decreasing fat content (Rudan et al., 1999). The level of casein-associated calcium in the newly made cheese also plays a critical role in the initial structure and function of the cheese, as demonstrated by several recent studies in which different strategies to vary casein-associated calcium were used. Metzger et al. (2000, 2001a,b) used pre-acidification to vary the total calcium content of low-fat Mozzarella while holding other aspects of composition nearly constant. They reported that the level of water-insoluble (i.e., casein-associated) calcium decreased as the total calcium content decreased, which resulted in para-casein fibers that were less highly crosslinked with calcium and more highly solvated, the latter being evidenced by less serum expressed on centrifugation. Consequently, cheeses with less total calcium (and therefore less casein-associated calcium) had lower hardness, apparent viscosity and post-meh chewiness values immediately after manufacture, indicative of a softer cheese before heating and a less fibrous and chewy melted consistency. Several researchers (Kindstedt et al., 2001; Cortez et al., 2002; Ge et al., 2002) used a post-manufacture method to change the pH of cultured LMMC while holding other aspects of composition nearly constant. Increasing the cheese pH in the range of c. 5.0-6.5 caused a progressive increase in the amount of waterinsoluble (i.e., casein-associated) calcium and in the apparent viscosity of the cheese. Furthermore, changes in both calcium distribution and apparent viscosity were reversible when the pH of the cheese was reversed (Ge et al., 2002). These results, in combination with those reported by Metzger et al. (2001a,b), indicate that the initial cheese pH and the total calcium content independently affect the level of casein-associated calcium and, therefore, the initial structure and functional properties of Mozzarella cheese. Guinee et al. (2002) came to a similar conclusion by using direct acidification to simultaneously vary the pH and total calcium content of Mozzarella cheese. They observed that when the calcium level was typical, i.e., 28-30 mg/g protein, higher cheese pH, in the range 5.3-5.8, resulted in higher apparent viscosity, longer melt time,
261
and reduced flowability and stretchability. However, at a relatively low calcium level (e.g., 21 mg/g protein), LMMC with a high pH (i.e., 5.8) had functionality flow, stretch and apparent viscosity, at 1 day, similar to that of the control LMMC after storage at 4 ~ for 12-20 days. Furthermore, a lower total calcium content resulted in less serum expressed on centrifugation and a high degree of swelling of the para-casein fibers at the microstructural level immediately after manufacture, as observed by CSLM. From the results of the above studies, it may be concluded that initial cheese pH, in combination with the total calcium content, largely determines the amount of casein-associated calcium in the initial cheese structure. Casein-associated calcium, in turn, influences the amount of calcium crosslinking and solvation of the para-casein fibers and thus the initial cheese structure and functional characteristics. Less calcium crosslinking and greater solvation enable adjacent planes of para-casein to be displaced more readily during melting, resulting in greater meltability and stretchability and lower apparent viscosity and chewiness. Thus, the initial melting characteristics of Mozzarella cheese can vary widely, depending on the amount of caseinassociated calcium present in the cheese immediately after manufacture. During the first few weeks after the manufacture of cultured LMMC, it is well documented that meltability, stretchability and oiling-off increase, and the apparent viscosity, melt time and hardness decrease, as discussed earlier. These fairly dramatic functional changes are influenced by proteolysis that occurs concurrently during ageing, and proteolysis is clearly one of the driving forces behind the age-related changes in structure and function. For example, when proteolysis in LMMC was reduced by stretching at high temperature (i.e., cheese temperature at exit = 66 ~ the usual changes in hardness, meltabilty and apparent viscosity occurred more slowly (Yun et al., 1994a; Kindstedt et al., 1995b). Conversely, increasing the rate of proteolysis by using a more proteolytic coagulant or by storing LMMC at a higher temperature resulted in a faster decrease in the melt time and/or apparent viscosity and a faster increase in meltability (flowability) during ageing (Yun et al., 1993c,d; Guinee et al., 2002). However, proteolysis is not solely responsible for functional changes during ageing. Considerable interest has also been directed towards changes in the serum phase of Mozzarella cheese and elucidating their effects on structure and function (Kindstedt and Guo, 1998; McMahon etal., 1999). Several investigators have reported that the amount of serum expressed from cultured LMMC by centrifugation or pressing decreased from levels equivalent to c. 20-40% of the total cheese moisture immediately after manufacture
262
Pasta-Filata Cheeses
to no expressible serum after 2-3 weeks of ageing (Guo and Kindstedt, 1995; Kindstedt, 1995; Kindstedt et al., 1995b; Guo et al., 1997; Guinee et al., 2001, 2002; Kuo etal., 2001b). Thus, the water-holding capacity of cultured LMMC increases steeply during the first weeks after manufacture. Consistent with these results, data obtained using pulsed nuclear magnetic resonance suggest that a redistribution of water from a more- to less-mobile state occurs in cultured LMMC during the first 10 days of storage (Kuo et al., 2001b). McMahon et al. (1999) further demonstrated that the redistribution of water and the resulting increase in the water-holding capacity of Mozzarella cheese involved entrapped bulk water, whereas the amount of unfreezable (i.e., chemically bound) water did not change. The mechanism by which bulk water is redistributed has been elucidated using a couple of different approaches. Several studies have shown that intact caseins, especially [3-casein, and calcium are present in the expressible serum from cultured LMMC, and that their concentrations increase as the amount of serum decreases during storage (Guo and Kindstedt, 1995; Kindstedt et al., 1995b; Guo et al., 1997). These data suggested that a progressive dissociation of calcium and caseins from, and association of water with, the para-casein matrix occur over time. Guo et al. (1997) also observed that the solvation and solubilization of the para-casein matrix occurs much more slowly when
cultured LMMC contains no added salt (NaCI), as evidenced by higher amounts of expressible serum and lower concentrations of intact caseins in the serum obtained from the unsalted cheese. These investigators postulated that age-related changes in the water-holding capacity of cultured LMMC result in part from a NaCl-mediated process of swelling and solubilization of the para-casein matrix at the microstructural level. Furthermore, they suggested that the presumed microstructural swelling may be analogous to the swelling phenomenon known as 'soft rind defect' that occurs at the macrostructural level (Guo and Kindstedt, 1995; Guo et al., 1997). 'Soft rind defect' occurs when cheese is exposed to dilute salt brine (i.e., <6%, w/w, NaC1) with a low calcium content (Geurts et al., 1972). Further evidence of microstructural swelling was obtained using several different microscopy techniques. McMahon (1995) and McMahon et al. (1999) confirmed using SEM that the microstructure of LMMC changes substantially during the first weeks after manufacture, as seen in Figs 5-7. Initially, the fatserum channels appear to be very open, as evidenced by shallow imprints of fat globules on the walls of the para-casein fibers (Fig. 5). However, by day 7 the fat globules appear to be partly engulfed by the para-casein matrix (Fig. 6), and by day 21 they appear to be completely encased by swollen protein (Fig. 7). A similar process of microstructural swelling was observed by Auty et al. (1998, 2001) using CSLM. Also, Cooke et al.
Scanning electron micrograph of low-moisture, part-skim Mozzarella cheese 1 day after cooling and brining. Fat-serum channel walls show indentations formed by solidified fat globules of varying size and starter bacteria. Bacterial cells and residual fat globule membrane material adhere to the fat-serum channel walls. Scale bar equals 10 i~m (reproduced with permission from McMahon et aL, 1999).
Pasta-Filata Cheeses
263
Scanning electron micrograph of low-moisture, part-skim Mozzarella cheese after 7 days of storage at 4 ~ Fat globule indentations are more pronounced than at day 1, indicating that the cheese protein matrix has expanded into the fat-serum channels. Scale bar equals 10 l~m (reproduced with permission from McMahon et al., 1999).
(1995) reported that the average size and space between electron-dense clusters shown by transmission electron microscopy increased in Mozzarella cheese during ageing. The change in spacing of the electron-dense clusters, which corresponds to the sub-aggregates of the
para-casein matrix, is consistent with the swelling phenomenon that has been observed by SEM and CSLM (McMahon et al., 1999). Furthermore, Paulson et al. (1998) demonstrated that NaCI has a striking effect on the microstructure of non-fat directly acidified
Scanning electron micrograph of low-moisture, part-skim Mozzarella cheese after 21 days of storage at 4 ~ The hydrated cheese protein matrix fills the spaces between the solidified fat globules. Impressions of discrete fat globules attest to the completeness of the cheese protein matrix hydration and subsequent expansion into the fat-serum channels. Starter bacterial cells embedded in the matrix are evident. Scale bar equals 10 i~m (reproduced with permission from McMahon et aL, 1999).
264
Pasta-Filata Cheeses
Mozzarella cheese; salted cheese had a more homogeneous protein matrix that was free of serum pockets, whereas unsalted cheese contained pockets of free serum throughout the para-casein matrix and more widely spaced protein sub-aggregates. In summary, the above results strongly suggest that a NaCl-mediated redistribution of water, characterized at the microstructural level by swelling of the para-casein fibers, occurs in cultured Mozzarella cheese during the first few weeks after manufacture. The increase in solvation and decrease in calcium crosslinking of the swollen para-casein fibers during the first few weeks of ageing enable adjacent planes of para-casein to displace more readily and fat globules to coalesce and flow more freely upon melting. Consequently, meltability (flowability), stretchability and oiling-off characteristically increase, and the apparent viscosity, melt time and chewiness decrease as cultured LMMC ages. However, as noted earlier, it is possible to pre-empt many of the age-related changes in structure and functional properties by substantially reducing the initial level of casein-associated calcium in the cheese. This can be accomplished by directly acidifying the cheese milk, so as to attain a more highly solvated and less highly crosslinked para-casein matrix in the cheese immediately after manufacture (Kindstedt and Guo, 1997; Metzger et al., 2001a; Guinee et al., 2002). Such cheese may have functional properties immediately after manufacture that are largely similar to those attained by cultured LMMC after several weeks of ageing (Kindstedt and Guo, 1997; Guinee et al., 2002).
General characteristics
Kashkaval is one of the most popular hard cheeses in many Mediterranean countries, its production dating back to the eleventh and twelfth centuries. However, historical references suggest that Kashkaval has an even older tradition. According to the Roman writer Columella, a cheese named 'manurn pressurn' was produced in the Roman Empire by a method similar to that for Kashkaval. It has been assumed that Kashkaval was brought to the Mediterranean by nomadic tribes from the East during the second century BC through the seventh century. During Roman times, this technology was brought from Italy to Great Britain, adapted to the English conditions, modified, and resulted far later in a new type of cheese, named Cheddar, one of the most popular cheeses worldwide today. While in ancient times Kashkaval production was limited to the Greek and Roman empires, as well as their colonies, today it is produced in an area extending
from Crimea, South Ukraine, the Caucasus and Turkey, through Greece, Bulgaria, Romania, Yugoslavia, Albania and Hungary to Italy, Algeria, Tunisia, Egypt and Morocco. This entire area is characterized by a relatively hot and dry climate, a hilly terrain, with welldeveloped sheep breeding. International trade and globalization have led to the expansion of Kashkaval production to other parts of the world. The following Kashkaval-type cheese varieties, which differ in name and various aspects of manufacture, are produced in the Mediterranean region: Kashkaval Balkan, Kashkaval Preslav, Kashkaval Vitosha (Bulgaria), Kachkavalj (Yugoslavia), Kachkaval, Kachekavalo (USSR), Kasseri (Greece), Kasar (Turkey, Albania) and Cascaval Dobrogen (Romania). Kashkaval has also been given different commercial names according to the production district, e.g., Pirdop in Bulgaria, Epir in Greece, or Sarplaninski and Pirotski Kaskaval in Yugoslavia (Peji, 1956). The Italian version of Kashkaval is called Caciocavallo and in Egypt the name Romy is commonly used. Kashkaval is manufactured from cow, sheep, goat or mixed milk, which may be raw or pasteurized. For example, in Bulgaria, Kashkaval Preslav is produced from mixed milk, Kashkaval Balkan is produced from sheep's milk, while Kashkaval Vitosha is produced from cows' milk; in Romania, Cascaval Dobrogen is produced from sheep's milk only. The typical form of Kashkaval is flat, cylindrical, with a smooth, amber-coloured rind, 30 cm in diameter, 10-13 cm in height and 7-8 kg in weight. However, sausage-like or pear-like shapes are also produced (Carie, 1993; Carie and Milanovi~:, 1994). The typical composition of Kashkaval produced in several countries is shown in Table 1. The European Economic Community (1990) specified the characteristics of Kashkaval as follows: 'Kashkaval cheese of sheep's milk, matured for at least 2 months, of a minimum fat content of 45% by weight in the dry matter, and a dry matter of at least 58%, in whole cheeses of a net maximum weight of 10 kg, whether or not wrapped in plastic' (Carir 1993). The National Committee for Standardization in Yugoslavia has defined the National Standard for Kashkaval cheese (Yugoslav Standard, 1997). The Standard takes into account traditional manufacturing practices, as well as modern trends in the industrial production of the cheese. According to the Standard, 'Kashkaval is a semi-hard or hard, pastafilata cheese which is available in two types: Kashkaval (weigh 5-10 kg, minimum 56% dry matter, minimum 45% fat in dry matter and minimum 8 weeks ripening period) and Kashkaval Krstag (weigh up to 3 kg, minimum 54% dry matter, minimum 45% fat in dry matter and minimum 4 weeks ripening period)'. Both cheese
Pasta-Filata Cheeses
265
Composition of various types of Kashkaval cheese
Type of Kashkaval
Fat (%)
Dry matter (%)
Total protein (%)
Salt (%)
Ash (%)
pH
Author
Bulgaria
30.0
60.14
19.60
4.0
5.69
5.0
Greece
33.88
66.36
25.14
2.2
4.38
5.1
25-29 25.5-31.4 27-32 20.5-21.2 14.5 21.1-26.3
58-65 48.8-60.1 60-65 47.9-49.4 49.5-51.7 49.9-61.2
26.0 19.0-22.2 22.0-23.1 30.3-33.5 21.4-25.2
2.6-3.2 1.6-2.3 2.0-3.5 1.2-1.5 2.5-2.7 -
2.8-3.4 5.0-5.7 -
4.9-5.0 5.5-5.6 5.5-5.6 5.2-5.6
Kosikowski and Mistry (1997) Kosikowski and Mistry (1997) Robinson (1995) Kocak et aL(1996) Peji(; (1956) Alrubai (1979) Milanovi6 (1993) Omar and EI-Zayat (1986)
Turkey Yugoslavia
E gypt
types can be produced from cows', sheep's, goats' or mixed milk, which may be raw or pasteurized. Kashkaval, together with Mozzarella and Provolone, belongs to the pasta-filata group of cheeses. Kashkaval undergoes a texturization process that involves soaking the acidified curd in hot brine until a plastic consistency is achieved. The hot plastic curd is then kneaded and stretched to produce a homogeneous cheese with a fibre-like structure. The specific technology in the production of Kashkaval results in the characteristic structure of the final cheese: laminar, elastic, very close with visible layers and random slits, but no gas holes.
Manufacturing technology The manufacture of Kashkaval cheese consists of two independent stages: 1. production of the curd and its acidification (cheddaring); 2. texturizing of the acidified curd which involves heating and mechanical kneading and stretching by soaking in hot water or brine. The steps in the manufacturing process are shown in Fig. 8. Traditionally, Kashkaval cheese is produced from raw milk, which is generally of poor quality, without the addition of a starter culture. Heat treatment of the curd during texturizing has a preservative effect on the final cheese, enabling raw milk with a higher acidity, i.e., poor microbiological quality, to be processed. During the last two decades the use of pasteurized milk and starter cultures has been introduced gradually into commercial practice to standardize Kashkaval cheese quality (Carie, 1993; CariC and Milanovie, 1994; Milanovie and Carie, 1998; Pudja and Milanovie, 2000). Starter cultures for Kashkaval cheese usually consist Str. thermophilus, Lc. lactis subsp, diacetylactis (cit + Lc. lactis subsp lactis), Leuc. mesenteroides subsp, dextranicus, Lb. delbrueckii
subsp, bulgaricus, Lb. helveticus, Lb. casei, used in various combinations at a level ranging from 0.1 to 0.5%, w/w (Cari~, 1993; Cari~ and Milanovi~, 1994). Rennet is added in sufficient quantity to coagulate milk within 30-40 min. In addition to calf rennet, coagulating enzymes of various origins are now used. Recent studies comparing the effects of calf rennet, recombinant chymosin and protease from Rhizornucor miehei on the microstructure of Kashkaval curd demonstrated that recombinant chymosin as well as microbial coagulant may be used successfully in the manufacture of Kashkaval cheese from milk or UF retentate (Milanovi~, 1993, 1996; Milanovi~ and Cari~, 1998; Milanovi~ etal., 1998). The protein matrias of curds obtained by coagulating milk using calf rennet, recombinant chymosin or microbial protease are shown in Figs 9 and 10. Milk coagulated with standard calf rennet contained smaller casein particles compared to those obtained using recombinant chymosin or microbial rennet, the latter showing more advanced fusion of casein micelles into chains and clusters (Fig. 9). The microstructure of the Kashkaval curds obtained by coagulating UF retentate differs from those made from milk (Fig. 10). Chains of casein particles predominated over clusters in all UF curds, while clusters predominated in gels from non-ultrafiltered milk. The curd matrix obtained using recombinant chymosin or microbial rennet was considerably finer than the matrix obtained using standard calf rennet. The microstructure of conventional and UF Kashkaval curds differed from each other to an extent depending on their water and fat contents and the origin of enzymes used. The coagulum is usually cut finely into particles, 6-8 mm, stirred at 32 ~ for 5 min (Peji~, 1956; Scott, 1981), and then scalded at 42 ~ for 35 min in the making of Russian or Italian Kashkaval; in contrast, no scalding is used in the making of Balkan Kashkaval.
266
Pasta-Filata C h e e s e s
Milk
Pasterurization 75 ~
Starters Rennet
15-20 s
Cooling 32 ~ =~, Inoculation ~ Coagulation 32 ~ 30-40 min
Cutting 32 ~ 5 min Stirring 32 ~ 5 min Scalding 42 ~ 35 min = Whey tI Pressing 30-40 min I -~ Whey t "Fresh curd
Cutting in blocks Curd acidification 1-4 days, 20 ~
Salt
Ripe curd =~
Texturing 72-75 ~ 1 min Salt =~ Dry salting
1
Moulding
Cooling 20 ~ 24 h Pre-ripening 15-18 ~ RH 80-85~ 15 days Foils
=~ Packaging
10-12 ~
Ripening RH 80-85%, 2-3 months Storage 2-4 ~ 1 year Kashkaval
Manufacturing procedure for Kashkaval (Cari~ and Milanovi~, 1994).
cheese
The curds are then ladled into moulds and allowed to drain and self-press for 30 min. Alternatively, the whey may be drained from the vat and the curds allowed to fuse in the vat for 30--40 min. The bed of fused curds is then sliced into blocks and cheddared to allow the fermentation of lactose to continue. The length of the cheddaring process depends on the bacterial activity and curd acidity. During the warm season, cheddaring is usually completed in 1 day, while during winter, it may last 4 or 5 days, in both commercial and home-made procedures. The introduction of pasteurization and the use of starter cultures have improved the cheddaring process (Carie, 1993; Carie and Milanovik, 1994; Pudja and Milanovik, 2000). Proteolysis commences during cheddaring of the curd, which constitutes the first stage of Kashkaval ripening (Peji~, 1956; Djordjevi~, 1962; Cari~, 1993). Proteolysis as measured by the Van Slyke method (Djordjevid, 1962), during cheddaring is 25% of the total proteolysis during ripening in the Balkan procedure, 33% in the Russian and even 46% in the Italian procedure. During cheddaring, lactic acid fermentation takes place, with a concomitant increase in acidity to pH 5.4-5.5 when cows' milk is used, or pH 5.2-5.3 when sheep's milk is used. The difference in acidity can be attributed to the relative differences in the proportion of individual caseins between sheep's and cows' milk. Acidification causes an increase in the concentration of soluble calcium (the curd after cheddaring contains 53% more soluble calcium than the unacidified fresh curd) and results in the formation of monocalcium para-caseinate (Cari~, 1993). Acidification results in the characteristic fibre-like structure of the finished product. Additionally, the growth of lactic acid bacteria and the production of lactic acid inhibits the growth of many species of microorganisms (gas-forming, proteolytic, lipolytic) that can cause defects in the cheese. The ripened curd is then texturized, which is accomplished by soaking the blocks of curd (20-25 cm length; 5 - 1 0 c m width; 0.5-1 cm high) in a hot (72-75 ~ brine (5% NaC1) for 1 min (Peji~, 1956; Cari~ and Milanovie, 1994) or 12-18% NaC1 for 35-50 s (Cari~, 1993), in either the traditional or mechanized production technique. The traditional method for Kashkaval production required substantial manual labour. After forming and cheddaring the blocks by hand, the ripened blocks were placed into metal or wooden perforated baskets which were immersed in 5% NaC1 solution at 72-75 ~ The curd mass was then agitated with a strong, wooden stick in order to obtain a compact structure. The hot curd was then transferred to a table and hand-kneaded like a dough. At this stage, the curd has become plasticized and elastic.
Pasta-Filata Cheeses
Protein matrices (dark areas) of Kashkaval curds obtained by coagulating milk using: (a) rennet (Ha-Bo, Chr.Hansen's Lab. A/s, Denmark- CHR; (b) fermentation chymosin (Kluyveromyces lactis, Maxiren 15 I, Gist brocades, The Netherlands- GENC); (c) microbial protease (R. mieheL Rennilase 501, Novo Industri A/S, D e n m a r k - REN) (reprinted from Milanovi6 et aL, 1998, with permission from Elsevier Science).
267
Protein matrices of Kashkaval curds obtained by coagulating UF milk retentate using: (a) rennet (Ha-Bo, Chr.Hansen's Lab. A/s, Denmark- CHR; (b) recombinant chymosin (Kluyveromyces lactis, Maxiren 15 I, Gist brocades, The Netherlands - GENC); (c) microbial protease (R. mieheL Rennilase 501, Novo Industri A/S, Denmark- REN). Small arrows point to casein particle chains, large arrows point to clusters (reprinted from Milanovi6 etaL, 1998, with permission from Elsevier Science).
268
Pasta-Filata Cheeses
Texturizing has an additional advantage, i.e., a pasteurizing effect which suppresses undesirable microbial growth and encourages desirable fermentation and ripening, resulting in high-quality cheese. Microbiological evaluation of Kashkaval curd before and after texturizing showed that Escherichia coli and other coliform bacteria, which were present in the curd at the end of cheddaring, were absent from the final cheese due to heat inactivation during texturizing. Thus, texturizing enables the manufacture of Kashkaval in hot climates and the use of milk with high acidity in its production ( Carie, 1993). In traditional manufacture, Kashkaval cheese is partially salted with dry salt during kneading of the texturized curd. After moulding ( 2 4 h in metal or wooden hoops), a small amount of salt is applied 4-5 times to the cheese during the first 2-3 weeks of ripening. However, salting of Kashkaval is also performed by brining (18-20% NaC1, 10-12 ~ 5-6 days) (Pejie, 1956; Scott, 1981). In general, salt concentration depends on the specific variety of Kashkaval cheese (Table 1). Kashkaval is ripened at 15-18 ~ and at a relative humidity (RH) of 80-85% for 15 days and then at 12-16 ~ and 85% RH for 2-3 months. The shelf-life of Kashkaval is 10-18 months at 2-4 ~ During the past 20 years, the manufacturing process has been mechanized, replacing the manual labourintensive operations of slicing, heat treatment with agitation, salting and moulding (Carl(: and Milanovi~:, 1994; Tomatis, 1996). An example of processing equipment designed not only for Kashkaval but also for other pasta-
filata cheeses is shown in Fig. 11. The incorporation of mechanized texturing, milk pasteurization and starter cultures in the manufacture of Kashkaval has resulted in a more controlled process and better and more uniformquality cheeses. The development of Kashkaval structure at different stages of a mechanized process line is shown in Fig. 12 (Cari~:, 1993). It is evident that the para-casein curd is changed from an amorphous structure (Fig. 12a) to a fibrous material (Fig. 12b) after texturizing. At the end of the process, casein fibres form a compact, characteristic, laminar texture. Scanning electron microscopy micrographs of Kashkaval and other cheese varieties showed distinct differences in the microstructure of the cheeses, which helped to explain their textural properties (Hassan, 1988). Cheese hardness was highly correlated (R = 0.764) with its chemical composition: increased protein and NaC1 resulted in higher cheese hardness, while higher contents of water and fat and pH, as expected, reduced hardness. Kashkaval was ranked fourth according to its hardness, after Provolone, Ras and Gouda (Hassan, 1988). Although the manufacturing protocol for Kashkaval and Cheddar share many features, they differ in two fundamental aspects: 1 The main difference in the manufacture of these two hard cheeses is that Kashkaval has a specific operation: plasticization (heat treatment of cheddared curd with agitation in hot brine), resulting in a plasticized, homogeneous mass, which is afterwards formed into
Continuous texturing and moulding machine used in Kashkaval manufacture (Courtesy IMLEK Dairy, Sid, Yugoslavia).
Pasta-Filata Cheeses
269
Structure of Kashkaval cheese at different production steps: (a) acidified curd showing bacteria aggregated in nests; (b) textured curd with protein matrix having uniform orientation; (c) final product; (d) final product from another plant (Cari(~, 1993).
cheese, with no pressing. During the manufacture of Cheddar there is no plasticization, and moulding is followed by pressing (Milanovie and Tamime, 1990). 2 Traditionally, Kashkaval is produced from raw milk, without starter, while in Cheddar is usually produced from pasteurized milk, which is inoculated with a starter. The use of a starter increases the rate of acid production which affects the cheddaring time and, consequently, the time necessary for the complete manufacturing process. However, the use of pasteurized milk has been introduced recently for the manufacture of Kashkaval. Quality characteristics
The ripening process continues in the formed and salted cheese. During ripening, the distribution pattern of free amino acids (FAA) and free fatty acids (FFA) changes due to the complexity of the maturation process, resulting in the formation of the characteristic flavour of Kashkaval cheese (Omar and E1-Zayat, 1986). The concentrations of glutamic acid, serine, aspartic
acid, threonine, proline, alanine and lysine were higher in 4-month-old Kashkaval than in young cheese but the concentrations of valine, methionine, isoleucine, leucine and tyrosine were lower (Table 2). The increasing amount of total FAA in mature cheese, as well as the presence of particular FAAs, especially glutamic acid, leucine, valine and tyrosine at high concentrations, may be correlated with the typical flavour of Kashkaval. The concentration of FFAs increases c. 3-fold after 2 months and 6.5 times after 4 months of ripening. The main FFA are in the following order: C16, C18:1, C14 and C16. The volatile fatty acids, C4uC10, as well as C2 which contribute to cheese aroma, are present in low concentrations. Differences in the quality attributes of the numerous Kashkaval variants arise from the fact that its technology is subject to many variations with respect to curd composition, added cultures, degree of ripening and intensity of heat treatments. The chemical, rheological and sensory characteristics of Kashkaval cheese manufactured with different
270
Pasta-Filata Cheeses
Concentrations of amino acids in Kashkaval cheese (Omar and EI-Zayat, 1986)
Ripening period Young
Amino acid Lysi ne Histidine Arginine Aspartic acid Th reonine Serine Glutamic acid Proline Glycine Alanine Vali ne Methionine Isoleucine Leucine Tyrosi ne Phenylalanine Total
mg/100 g cheese 2.92 3.25 1.76 1.01 8.94 3.48 1.39 3.53 6.48 3.27 3.76 8.19 4.21 7.17 59.40
2 months Per cent of total free amino acids 4.92 5.48 2.96 1.70 15.10 5.86 2.34 5.94 10.92 5.51 6.33 13.80 7.11 12.10
mg/100 g cheese 5.91 1.79 2.12 8.68 4.93 2.73 26.4 9.16 3.07 6.53 9.92 4.53 6.36 13.20 8.15 16.20 130.00
coagulating enzymes and ripened for up to i year have been investigated in detail (Milanovie, 1993, 1995, 1996; Milanovie and Carir 1993, 1994a, 1995a,b, 1998). A progressive increase in non-protein nitrogen (NPN) is evident in all samples of Kashkaval during ripening, but the rate of increase varies depending on the type of coagulant used. The level of NPN in Kashkaval produced with fermentation chymosin is similar to that in control cheese made with calf rennet up to 150 days, but the values differ by about 25% in advanced ripening. Lower values for NPN were observed in samples made with R. miehei protease compared to cheese with standard rennet (i.e., 20% lower at the start and 10% after 1 year). These results are possibly related to the lower retention of microbial rennet in the curd and consequently in the cheese. In the same study, PAGE was used to evaluate protein degradation throughout ripening. Otsl-Casein was degraded more rapidly than [3-casein, which agrees with numerous earlier published data that residual rennet causes more intense hydrolysis of Otsl- than ]3-caseins, the latter being hydrolysed primarily by plasmin (Hassan and E1 Deeb, 1988; Carie and Milanovir 1994). Calf chymosin and fermentation chymosin caused a very similar pattern proteolysis of casein, with more intense degradation of ~XsX-than [3-casein, as has also been reported for Cheddar (Bines et al., 1989). Similar results were also obtained for Kashkaval made with Rennilase, which contrast with previous reports
4 months Per cent of total free amino acids 4.66 1.38 1.63 6.69 3.80 2.10 20.40 7.06 2.37 5.03 7.65 3.49 4.90 10.20 6.28 12.50
mg/100 g cheese 12.61 6.22 8.03 18.25 10.94 4.17 40.10 17.37 6.77 19.11 10.43 6.65 8.15 26.00 13.09 29.50
Per cent of total free amino acids 5.31 2.62 3.38 7.69 4.60 1.76 16.90 7.31 2.85 8.05 4.39 2.80 3.43 11.00 5.52 12.40
238.00
of higher breakdown of ]3-casein by Rennilase than by chymosin in Cheddar cheese (Creamer et al., 1988; Carie and Milanovie, 1994). The production of volatile aroma components in Kashkaval during ripening was evaluated by Milanovie (1993) and Carie and Milanovir (1994) using capillary gas chromatography of samples by a simultaneous distillation/extraction (SDE) method (De Frutos etal., 1988) The volatile components identified in 360-day-old Kashkaval are shown in Fig. 13. Based on retention times and mass spectrum, seven aroma components were identified: caproic, caprylic, capric and lauric acids and the ethyl esters of caproic, caprylic and capric acids. The presence of volatile fatty acids of the homologous series, CsmC12, and their role in Kashkaval aroma was reported by Hassan and E1 Deeb (1988) and is typical for semi-hard and hard cheese varieties (Scott, 1981). Caprylic and capric acids dominate the fatty acid profile in all Kashkaval samples throughout ripening (Milanovie, 1993; Cari~ and Milanovie, 1994), which agrees with the findings of Omar and E1-Zayat (1986). The distribution of volatile aroma components is influenced by the type of coagulant used in cheesemaking. The content of volatile fatty acids varied throughout the investigation, emphasizing the complexity of Kashkaval ripening. Differences in the formation of fatty acid ethyl esters show that they are formed in various ways during the degradation of cheese proteins and lipids (Gonz/dez de Llano et al., 1990;
Pasta-Filata C h e e s e s
CHR IS
271
GENC
4
IS
7
Time (min)
Time (min)
REN IS
5
6
7
I'L L
.4
Time (min) Chromatogram of the volatile aroma components of 1-year-old Kashkaval cheeses: (a) CHR - cheese produced with standard rennet; (b) GENC - cheese produced with fermentation chymosin; (c) REN - cheese produced with R. miehei protease. Volatile components are: 1-ethyl caproate; 2-ethyl caproate; 3-ethyl caproate; 4-caproic acid; 5-caprilic acid; 6-capric acid; 7-1auric acid (Milanovi6,1993).
Martinez-Castro et al., 1991). The use of fermentation chymosin (Maxiren) or microbial protease (Rennilase) resulted in different aroma profiles from that of control cheese made with standard calf rennet. Kashkaval cheeses produced from 1.8-fold concentrated retentate differed markedly from the conventional cheese in chemical composition, profile of proteolytic
degradation products, pattern of volatile aroma components and sensory characteristics (Milanovir and Carie, 1994b,c). In general, it may be concluded that conventional or UF Kashkaval made using fermentation chymosin is not significantly different from that made using calf rennet, confirming numerous published data that
272
Pasta-Filata Cheeses
recombinant chymosin is a satisfactory alternative to calf rennet in cheese manufacture. However, significant differences were noted in the proteolytic pattern of Kashkaval made using R. miehei protease compared to that made with standard calf rennet. Addition of an enzyme 'cocktail', containing protease (Acelase AHC 100) and lipase (Palatase M 1000 1), to the curd after 75% of the whey had been drained off to accelerate the ripening of conventional and UF Kashkaval cheeses has been assessed. Accelerated ripening by the added proteolytic and lipolytic enzymes was most evident during the early stages of ripening of both UF and traditional Kashkaval cheeses (Milanovie, 1993; Carie, and Milanovie, 1994; Milanovie and Carie, 1995c). Fungal lipase (R. miehei-Palatase M 200 1) added at a concentration of 5 or 15 ml/1001 milk before renneting, accelerated the ripening of Kasar cheese (a Kashkavallike cheese manufactured in Turkey) (Kocak et al., 1996). Titratable acidity, water soluble N and total volatile fatty acids level were significantly higher in lipase-treated cheese than in control cheese during 90 days of ripening. Cheeses with added enzymes had a stronger flavour during the first month of ripening, but developed excessive rancidity at higher amounts of added enzyme. The flavour of low-fat Kashkaval cheese (23% fat) can be enhanced by adding heat- or freeze-shocked Lb delbruecki var. helveticus cultures at a level of 2% to cheese milk prior to renneting. Incorporation of heat- or freezeshocked culture greatly enhanced proteolysis and slightly increased the content of FFAs in low-fat Kashkaval cheese during 6 months of ripening. Low-fat cheese without the added cultures did not develop typical Kashkaval flavour and had poor body and texture (Aly, 1995). The relationship between the level of biogenic amines and the level of hygiene during the production of Caciocavallo and other typical Sicilian cheeses were studied by Lanza et al. (1994). The content of biogenic amines, determined using HPLC, in Caciocavallo cheese was generally high and for histamine, tyramine and putrescine amounted to 2.8-119.1, 3.8-110.6 and 0.6-37.4 mg/kg, respectively. Differences were attributed to variations in the hygienic quality of the original milk and in the manufacturing procedure, including storage. Other relevant changes during Kashkaval cheese ripening were described by Carie (1993) and will not be discussed here. Many of the quality defects encountered by Kashkaval cheese are of microbial origin (see Carie, 1993).
Ak, M.M. and Gunasekaran, S. (1995a). Measuring elongational properties of Mozzarella cheese. J. Texture Stud. 26, 147-160.
Ak, M.M. and Gunasekaran, S. (1995b). Evaluating rheological properties of Mozzarella cheese by the squeezing flow method. J. Texture Stud. 26,695-711. Ak, M.M. and Gunasekaran, S. (1996). Dynamic and rheological properties of Mozzarella cheese during refrigerated storage. J. Food Sci. 61,566-568, 584. Ak, M.M., Bogenrief, D., Gunasekaran, S. and Olson, N.E (1993). Rheological evaluation of Mozzarella cheese by uniaxial horizontal extension. J. Texture Stud. 24, 437-453. Alrubai, A. (1979). Changes of Proteins During Ripening of Kashkaval Produced by Using Various Proteolytic Enzymes. PhD Thesis, Faculty of Agriculture, Beograd University, Beograd. p. 169. Aly, M . E . (1995). Flavour-enhancement of low-fat Kashkaval cheese using heat- or freeze-shocked Lactobacillus delbrueckii var. helveticus cultures. Nahrung 38, 504-510. Apostolopoulos, C. (1994). Simple empirical and fundamental methods to determine objectively the stretchability of Mozzarella cheese. J. Dairy Res. 61,405-413. Apostolopoulos, C. and Marshall, R.J. (1994). A quantitative method for the determination of shreddability of cheese. J. Food Qual. 17, 115-128. Apostolopoulos, C., Bines, V.E. and Marschall, R.J. (1994). Effect of post-cheddaring manufacturing parameters on the meltability and free oil of Mozzarella cheese. J. Soc. Dairy Technol. 47, 84-87. Arnott, D.R., Morris, H.A. and Combs, W.B. (1957). Effect of certain chemical factors on the melting quality of process cheese. J. Dairy Sci. 40,957-963. Auty, M.A.E., Guinee, T.P., Fenelon, M.A., Twomey, M. and Mulvihill, D.M. (1998). Confocal microscopy methods for studying the microstructure of dairy products. Scanning 20, 202-204. Auty, M.A.E., Twomey, M., Guinee, T.P. and Mulvihill, D.M. (2001). Development and application of confocal scanning laser microscopy methods for studying the distribution of fat and protein in selected dairy products. J. Dairy Res. 68, 417-427. Barbano, D.M. (1996). Mozzarella cheese yield: factors to consider. Proceedings of the Seminar on Maximizing Cheese Yield, Center for Dairy Research, Madison. pp. 29-38. Barbano, D.M., Yun, J.J. and Kindstedt, P.S. (1994). Mozzarella cheese making by a stirred-curd, no-brine procedure. J. Dairy Sci. 77, 2687-2694. Bines, V.E., Young, P. and Law, B.A. (1989). Comparison of Cheddar cheese made with a recombinant calf chymosin and with standard rennet. J. Dairy Res. 56,657-664. Bylund, G. (1995). Cheese, in, Dairy Processing Handbook, Tetra Pak Processing Systems AB, Lund. pp. 287-330. Cari~, M. (1993). Ripened cheese varieties native to the Balkan countries, in, Cheese: Chemistry, Physics and Microbiology, Vol. 2, 2nd edn, Fox, P.E, ed., Champan & Hall, London. pp. 263-279. Cari~, M. and Milanovi~, S. (1994). Recent advances in Kashkaval cheese technology, Proceedings of the Third California Cheese Symposium, University of California, Davis. pp. 1-17.
Pasta-Filata Cheeses
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on chemical composition, proteolysis, and functional characteristics. J. Dairy Sci. 78, 751-760. Yun, J.J., Barbano, D.M., Kindstedt, P.S. and Larose, K.L. (1995b). Mozzarella cheese: impact of whey pH at draining on chemical composition, proteolysis, and functional properties. J. Dairy Sci. 78, 1-7. Yun, J.J., Barbano, D.M., Larose, K.L. and Kindstedt, P.S. (1998). Mozzarella cheese: impact of nonfat dry milk fortification on composition, proteolysis, and functional properties. J. Dairy Sci. 81, 1-8.
Cheeses Made from Ewes' and Goats' Milk M. Medina and M. Nufiez, Instituto Nacional de Investigaci6n y Tecnologfa Agraria y Alimentaria (INIA) Madrid, Spain
Southern European countries account for most of the production of ewes' and goats' milk cheeses. Traditional cheesemaking procedures are strictly followed in some cases and there are also examples of cheese varieties in which they co-exist with modern industrial technology. The manufacture of many ewes' and goats' milk cheeses is regulated by a Protected Designation of Origin (PDO) at the national level, established mainly in Mediterranean countries to define and protect highquality traditional products against imitations (Nuftez et al., 1989). The European Union adopted this system in 1992 to promote and protect food products. A PDO (Europa, 2002) covers the term used to describe foodstuffs which are produced, processed and prepared in a given geographical area using recognized know-how. Most ewes' and goats' milk cheeses with PDO are named after the region in which they are produced. Ewes' and goats' milk cheeses have special tastes and flavours, very distinct from those of cheeses made from cows' milk. Compositional differences of ewes' and goats' milk with respect to cows' milk, mainly in proteins and fat, account for differences in the sensory characteristics of the cheeses. Genetic, physiological and environmental factors are responsible for variations in milk composition within a single species. Thus, the influence of breed, lactation stage, feeding regime, breeding conditions and milking system on the composition of ewes' and goats' milk has been dealt with in numerous studies. For reviews on the chemical composition of ewes' and goats' milk see Anifantakis (1986) and Juarez and Ramos (1986), respectively.
General aspects of ewes' milk cheeses
The production of ewes' milk in the European Union was 2 181 382 tonnes in 2001. Italy, Greece, Spain and France account for 95% of that production (FAOsTAT, 2002). The technology, microbiology and chemistry of ewes' milk cheeses were reviewed by Nufmz et al. (1989). Six main ewes' milk cheese families were con-
sidered: white or fresh, brined or pickled, hard and semi-hard, blue-veined, stretched curd and whey cheeses. The seasonal nature of ewes' milk production results in large variations in cheese production. Cheeses in European Mediterranean countries are produced mainly between December and June, from a milk production that increases sharply in the spring and decreases from July to November. Different procedures to regulate milk supply, including freezing of unconcentrated ewes' milk (Anifantakis et al., 1980), concentration of milk by ultrafiltration (Voutsinas et al., 1995), freezing of pressed curds (Fontecha et al., 1994; Sendra et al., 1999) and freezing of fully ripened cheeses (Tejada et al., 2002) have been investigated. Genetic polymorphism of ovine milk proteins and their relationships with the technological properties of milk have been reviewed by Amigo et al. (2000). Although there is considerable information on the effects of the genetic polymorphism of caseins in cows' or goats' milk on their composition and cheesemaking potential, the results obtained in ewes' milk are still preliminary. Technological consequences in the final product are not as important as for goats' milk, due to the higher casein content of ewes' milk. The effects of Otsl-casein CC, CD and DD genotypes on cheesemaking properties were investigated by Pirisi et al. (1999b). The CC milk had a higher casein content than CD or DD milk, a higher protein:fat ratio and a smaller casein micelle diameter. Cheesemaking trials with CC milk demonstrated its better renneting properties and cheesemaking characteristics than DD milk, while CD milk was intermediate. Three genetic variants of [3-1actoglobulin ([3-LG; A-C) have been described. The AA phenotype of [3-LG seems to be more efficient than other [3-LG phenotypes for cheese manufacture (Amigo et al., 2000). Some ewes' and goats' milk cheese varieties are manufactured with specific rennets. Pecorino Romano and Fiore Sardo are traditionally made with rennet paste prepared from macerated stomachs of lambs slaughtered immediately after suckling, which also contain pregastric esterases (PGEs). These cheese varieties
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
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C h e e s e s Made from Ewes' and Goats' Milk
have a sharp 'picante' flavour due to the high levels of short-chain fatty acids produced by PGE activity. Thus, these rennets play an important role in the development of cheese aroma and flavour. Vegetable rennet from Cynara cardunculus is used in the manufacture of many Portuguese and some Spanish cheeses made from ewes' milk. C. cardunculus is a thistle that grows wild and abundantly in dry, stony and uncultivated areas in Mediterranean regions. Aqueous extracts are prepared from flowers that are picked and dried in the shade in the open air. Proteinases present in the flowers of C. cardunculus were initially termed cynarases or cyprosins, and currently cardosins. Three acid proteinases have been partly characterized (Campos et al., 1990; Heimgartner et al., 1990; Faro et al., 1992). An acid proteinase was first isolated and shown to induce milk clotting via cleavage of the Phel05--Metl06 bond in bovine K-casein (Faro et al., 1992). Two new aspartic proteinases, cardosins A and B, isolated from fresh stigmas of C. cardunculus have been reported to be similar to chymosin and pepsin, respectively (Verissimo et al., 1995, 1996). Extracts from C. hurnilis are also used in the manufacture of ewes' milk cheeses (Fern~indez-Salguero and Sanjuan, 1999; Vioque et al., 2000). A powdered coagulant from crude aqueous extracts of C. cardunculus has been patented (Fernandez-Salguero etal., 2000) and used in cheese manufacture with similar results (Fern~indez-Salguero etal., 2002). Experiments on the use of C. cardunculus for cows' milk coagulation showed that cheeses tended to be bitter and to have textural defects (Vieira de S~i and Barbosa, 1972). Cardosin exhibits a preference for bonds between hydrophobic amino acids of bovine Otsl-casein (ala163--Va1167) and [3-casein (Ala189--Tyr193), which are less susceptible to attack by chymosin. Several bitter peptides were identified in the digests (QueirozMacedo et al., 1996).
Roquefort, the most important ewes' milk Blue cheese, is of very ancient origin and has been protected by a PDO since 1925. It is manufactured from raw ewes' milk in southern France and Corsica. Milk at 28-32 ~ is usually inoculated with a mesophilic lactic starter. Spores of Penicillium roqueforti are added to the milk or sprinkled, as a suspension, on to the curds when they are put into the moulds. After draining and salting, the cheeses are transported to the natural damp, aired caves of Roquefort-sur-Soulzon, where ripening must take place. Cheeses with a veined body are cylindrical in shape, around 10 cm high and weigh between 2.5 and 2.9 kg (see 'Blue Cheese', Volume 2). Ossau-Iraty is manufactured in south-western France from raw or pasteurized ewes' milk. After renneting, curds are heated at 36-44 ~ Cheeses are ripened for at least 3 months. Ossau-Iraty is similar to Roncal cheese made south of the Pyrenees, although produced in two different forms, 2-3 and 4-7 kg. The effects of lipolytic (L1, Lipomod) and proteolytic (PE Promod) enzyme preparations on proteolysis and the sensory characteristics of Ossau-Iraty cheese have been investigated (Izco et al., 2000). A bitter after-taste was detected in cheeses made with the PP preparation, with higher levels of free amino acids (FAAs) than in control cheese. Cheeses made with the L1 preparation had a more pungent flavour. Broccio is a whey cheese produced in Corsica and received a PDO status in 1988. Fresh whey is mixed with ewes' milk and heated to 80-90 ~ The resulting mass is placed into moulds and allowed to drain. The cheese, in the form of a ball of curd that has been flattened and drained, is presented in returnable wicker baskets known as 'canestres'. Broccio is usually eaten fresh, within 48 h of manufacture, and has a mild flavour. If drained and salted it can be ripened for at least 15 days. Greek ewe cheeses
French ewe cheeses
About 250 000 tonnes of ewes' milk were produced in France in 2001. Out of a total of 37 PDO cheeses made in France, only three varieties, Roquefort, Ossau-Iraty and Broccio, are made from ewes' milk. Their production in 2000 was 18 135, 2610 and 466 tonnes, respectively, representing approximately 40% of all cheeses produced in France from ewes' milk. In the same year, PDO cheeses made from goats' milk cheeses accounted for only 5%, and PDO cheeses made from cows' milk for 9.8%, of total cheese produced from milk of the respective species (CNIEL, 2002).
Greece has a very long tradition in breeding small ruminants, and consequently in cheese production. Of the total milk produced in Greece, 39% is cows' milk, 36% is ewes' milk and 25% is goats' milk (Zerfiridis, 1999). About 670 000 tonnes of ewes' milk were produced in Greece in 2001, and approximately 88% of Greek cheese production is from ewes' and goats' milk. Twenty-three of the twenty-six traditional PDO cheeses are made from ewes' milk mixed with goats' milk (http ://www.greece. org/hellas/cheese.html). Soft cheese production in 2000 was 84 240 tonnes, including 77 894 tonnes of Feta cheese. Semi-hard Kasseri cheese represented 4886 tonnes. Hard cheeses
Cheeses Made from Ewes' and Goats' Milk
accounted for 15 786 tonnes, including Graviera (8188 tonnes), Kefalograviera (3346 tonnes) and Kefalotyri (2753 tonnes). Whey cheese production was 13 245 tonnes (Greek National Dairy Committee, personal communication). Cheese consumption in Greece is 22 kg per caput, 8 kg of Feta and the remainder of Kasseri, Kefalograviera and different types of Graviera and Mizithra. Feta is the most famous traditional Greek cheese. It is a white soft cheese, ripened and kept in brine (10-12% NaC1) for at least 2 months. Feta is manufactured from pure ewes' milk or a mixture with up to 30% of goats' milk. Traditionally, Feta cheese was manufactured from raw milk in small family dairies. Nowadays, the greater part is produced from pasteurized milk with commercial mesophilic and thermophilic starter cultures. Feta has a salty, slightly acid taste, natural white colour, with a firm and smooth texture and pleasant organoleptic characteristics. It is marketed in barrels, in tinned boxes or as plastic-wrapped pieces. For further information on Feta and other cheese varieties ripened under brine see 'Cheese Varieties Ripened in Brine', Volume 2. Galotyri is a soft variety, with a creamy and spreadable texture, produced from ewes' or goats' milk or their mixture. The milk is heated to boiling point and left in containers at room temperature for 24 h. NaC1 (3-4%) is added and the milk is left for another 2-3 days at room temperature with occasional stirring. Rennet may be added to favour coagulation. The curds are put into containers which are held at 8 ~ for not less than 2 months when raw milk has been used. Kopanisti is a soft cheese produced from cows', ewes' or goats' milk or their mixtures. The milk is coagulated at 28-30 ~ in about 2 h. The coagulum is left to stand in the vat for 20-24 h, broken up and put into cloth sacks for draining. The drained curd is mixed with salt, put into containers and placed in a cool place with a high relative humidity to promote the growth of an abundant surface mould. Afterwards, it is mixed every 10 days for 30-40 days to facilitate even distribution of the mould. Kopanisti has a soft, spreadable texture and a salty and piquant flavour. High numbers of yeasts and moulds are found during ripening, with P. c o m m u n e identified in 90% samples (Tzanetakis et al., 1987). W h e n combinations of yeasts and Penicillium spp. were used to accelerate ripening, higher proteolysis was detected in cheeses containing Penicilliurn spp., (FFAs) and organoleptic characteristics were not affected by inoculation with selected cultures (Kaminarides et al., 1992). Pichtogalo Chanion is a soft cheese with a creamy texture, made from goats' or ewes' milk or their mixture. The milk is coagulated at 18-25 ~ within 2 h.
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The coagulum is left to acidify for 24 h and placed in cheese cloths to drain. Salt is added to 1%. Kasseri is a semi-hard cheese made from ewes' milk, to which up to 20% goats' milk may be added. Raw or pasteurized milk is used for manufacture (Moatsu et al., 2001). The coagulum is broken up and allowed to stand for 5-10 min. The curds are heated to 38-40 ~ under constant stirring and left to drain until the pH falls to about 5.2. The block of curd is cut into thin slices, which are stretched in water at 70-80~ for 15min, and put into moulds for 2-3 days. The cheese is dry-salted 12-14 times during ripening at 18 ~ for not less than 3 months. Formaella Arachovas Parnassou is a semi-hard variety made from ewes' or goats' milks or a mixture. The milk is coagulated at about 32 ~ for about 2 h. The coagulum is broken up and heated to 40 ~ for 10 min. The curds are left to settle and then divided into large pieces which fit in special moulds (hoops or wicker containers). The moulds are immersed in whey at 60 ~ for 1 h. Afterwards, the cheeses are inverted and re-immersed in whey at 75-80 ~ for 1 h. Cheeses are salted and left to dry for 24 h. Then, they are placed on shelves for 4 days to dry. Formaella cheese can be consumed fresh or ripened for not less than 3 months. Graviera Agrafon is a hard cheese produced traditionally from ewes' milk or from a mixture of ewes' and goats' milk. The milk is coagulated at 34-36 ~ with rennet. The coagulum is broken up after 25-35 min and the curds heated to 48-52 ~ Cheeses are pressed for several hours, left to dry on wooden shelves for up to 2 days and then placed in brine for 2-4 days. The cheeses are ripened initially at 12-15 ~ continued at 16-18 ~ and completed at 12-15 ~ The m i n i m u m ripening time is 3 months. Graviera Kritis is a hard cheese made in Crete from ewes' milk to which a low percentage of goats' milk may be added. It is a Gruyere-type cheese which undergoes a limited propionic acid fermentation that gives the cheese a slightly sweet taste. Milk is heated up to 68-70 ~ The coagulum is cut and the curds are scalded at 5 0 - 5 2 ~ Cheese wheels, with a diameter of 40 cm and a weight of 14-16 kg, are salted in 16-20% brine for 4 - 5 days and ripened for 90 days at 15-16 ~ Its composition and microbiological characteristics were described by Kandarakis et al. (1998). Inoculation of milk with starter cultures resulted in a faster increase of m e d i u m and small molecular mass nitrogeneous fractions (Moatsou et al., 1999). Kefalograviera is a traditional hard variety manufactured from ewes' milk or a mixture of ewes' and goats' milk, mainly in Western Macedonia. The coagulum is broken up, heated to about 48 ~ transferred to
282
Cheeses Made from Ewes' and Goats' Milk
moulds and pressed. The cheese is held at 14-16 ~ for 24 h, and then brine-salted for 2 days. Ripening begins at 14-16 ~ and during this period the surface of the cheese is dry-salted about 10 times. Afterwards, cheeses are held at less than 6 ~ for at least 3 months. Kefalograviera is circular in shape, with numerous holes, a pleasant salty flavour and a rich aroma. Lowfat Kefalograviera cheese, with the same body, texture and flavour as control cheeses made from full-fat milk (6%), was produced from milk containing 3% fat (Katsiari and Voutsinas, 1994). Cold storage of milk accelerated flavour development of full-fat cheese and enhanced flavour of low-fat cheese (Lalos and Roussis, 2000). Partial replacement of NaC1 by KC1 did not affect proteolysis or lipolysis of cheeses (Katsiari et al., 2001). Kefalotyri is a hard, heavily salted cheese, with a strong flavour and small irregular eyes. It is manufactured from ewes' milk, mixed ewes' and goats' milk or from cows' milk, without a starter culture. Kefalotyri is considered to be the ancestor of many hard Greek cheeses. It has a salty and piquant taste and a rich aroma after ripening for at least 3 months. Lactobacilli and enterococci counts are high, with Enterococcus faecium, Lactobacillus plantarum and Lb. casei as the predominant species. Leuconostocs and Streptococcus thermophilus disappear early in ripening (LitopoulouTzanetaki, 1990). Ladotyri Mytilinis is a hard cheese manufactured from ewes' milk or from a mixture of ewes' and goats' milk on the island of Lesvos. The coagulum is broken up and heated to 45 ~ The curds are pressed in the bottom of the vat, cut to their final cheese size and placed in special moulds. Cheeses are salted and ripened for not less than 3 months. After ripening, cheeses are immersed in olive oil or paraffined. Manouri is a soft whey cheese manufactured from whey obtained from ewes' or goats' milk or mixtures thereof. The mixture is heated to 88-90~ over 40-45 min with constant stirring. At 70-75 ~ salt is added together with 25% ewes' or goats' milk or cream. When the temperature reaches 88-90 ~ the curds are left for 15-30 min and then transferred to cloth sacks for draining for 4-5 h. After this, the cheese is kept at 4-5 ~ until consumed. Xynomyzithra Kritis is another soft whey cheese, with a sharp to sweetish taste and a granular to creamy texture, produced in Crete. The whey is filtered and heated to 90~ over 3 0 m i n while stirring. At 68-70 ~ a small quantity of full cream is usually added. The curds are left to stand for 30 min and then transferred to moulds for draining for 3-5 h. Salt is added and the cheese is put into cloth sacks. The
cheeses are pressed for 1 week before being placed at 10 ~ for at least 2 months. Italian ewe cheeses
Production of ewes' milk in Italy was 850 000 tonnes in 2001 and ewes' milk cheese varieties have great economic significance, particularly in central and southern Italy and in Sardinia. Varieties with PDO status are Pecorino Romano (33 650 tonnes in 2000), Pecorino Siciliano (735 tonnes), Pecorino Toscano (1328 tonnes), Pecorino Sardo (600 tonnes), Fiore Sardo (380 tonnes), Canestrato Pugliese (60 tonnes), Casciotta d'Urbino (230 tonnes) and Murazzano (62 tonnes). Cheese consumption per caput in Italy in 2001 was 19.8 kg. Pecorino Romano, the best-known Italian hard ewes' milk cheese, is produced in regions around Rome and in Sardinia. Milk, raw or thermized, at less than 68 ~ for not more than 15 s, is inoculated with a natural starter culture (scotta-fermento or scotta-innesto) obtained from the residual whey from Ricotta cheese manufacture. Starters consisting of Sc. thermophilus, Lactococcus lactis subsp, lactis and Lb. delbrueckii subsp, bulgaricus are also used for Pecorino Romano manufacture. Coagulation with lamb rennet paste takes place at 37-39 ~ in 14-16 min. The coagulum is cut, left to settle for 2-3 min and cooked at 45-46 ~ After 30 min, the curds are moulded, pressed and trenched to facilitate whey drainage. Cheeses are dry-salted periodically for 30-60 days and ripened at 10-14 ~ for 5-8 months (Battistotti and Corradini, 1993). Cheeses are cylindrical in shape, 25-32 cm high and 25-35 cm in diameter, and weigh 20-35 kg. Flavour is slightly piquant for cheeses ripened for 5 months, and piquant and very strong for older cheeses. The average composition is: dry matter (DM), 68-70%; fat, 28-30%; protein, 28.0-29.5%; NaC1, 3.2-4.5% (Battistotti and Corradini, 1993). Changes in the main microbial groups during ripening have been studied (Deiana et al., 1984). Staphylococcus, Micrococcus and yeasts are the main secondary microflora of traditional cheeses, with Debaryomyces hansenii and Kluyveromyces marxianus as the dominant yeasts (Deiana et al., 1997). Cheese pH 2 4 h after manufacture is 4.9-5.0 and DM, 58.6-59.6%; after 8 months, the pH is 5.6-5.9 and DM is 63.7-67.6%. Proteolysis proceeds slowly due to its high NaC1 content and its low moisture, with 23% pH 4.6-soluble N and 18% TCA-soluble N as a percentage of total N in 8-month-old cheeses. Sensorial characteristics of Pecorino Romano depend mainly on the lipolysis caused by the PGE in the lamb rennet paste. Free fatty acids range from 467 mg/kg (C8) to 1181 mg/kg (C6), distributed in the order C 6 > C 4 > C 1 0 > C 8 . Butanoic and hexanoic acids provide
Cheeses Made from Ewes' and Goats' Milk
intensity to the fatty acid flavour, 2-ethyl butanoic provides the butyric acid flavour notes and 3-methyl butanoic acid the sweat-like and fatty-acid like flavour notes. 4-Methyl octanoic and 4-ethyl octanoic acids, together with p-cresol, m-cresol and 3,3-dimethyl phenol, appear to be responsible for ewe notes in Pecorino Romano cheese (Ha and Lindsay, 1991b). Pecorino Sardo is a semi-cooked cheese produced in Sardinia from ewes' milk inoculated with a commercial or natural whey starter culture. Calf rennet is used to coagulate milk. The curds are heated to 41-42 ~ and held at this temperature for approximately 10min. Cheeses are brine-salted for 48 h. Mild Pecorino Sardo is ripened for 20-60 days, weighs from 1 to 2.3 kg and has an aromatic and slightly acid flavour. The mature type, which is ripened for at least 4 months, acquires a consistent structure and a strong and piquant flavour during ripening. Its weight varies from 1.7 to 4 kg. Thermophilic lactic acid bacteria (LAB) (Lb. delbrueckii subsp, bulgaricus, Lb. helveticus and Sc. thermophilus) predominate in industrial Pecorino Sardo manufactured from thermized milk with natural starter cultures (Mannu et al., 2002). Enterococci and lactococci, the main microbial groups in farm-made raw-milk Pecorino Sardo (Mannu et al., 1999), show a high genetic diversity (Mannu and Paba, 2002). The volatile components of Pecorino Sardo were described by Larrayoz et al. (2001). Pecorino Siciliano is a hard cheese, cylindrical in shape, with plane or slightly concave faces and a weight of 4-12 kg. It is manufactured from ewes' milk to which lamb rennet paste is added. The cheese surface is dry-salted twice in 10 days. Pecorino Siciliano is consumed at different stages of ripening, either fresh, dry-salted for 1 week or ripened for up to 4 months. The mature cheese has a pungent aroma and a characteristic sharp taste. The composition and physico-chemical properties of Pecorino Siciliano cheese were reported by Gattuso et al. (1995), and its microbiological characteristics by Giudici et al. (1997) and Migliorisi et al. (1997). Fiore Sardo is a hard cheese manufactured from raw ewes' milk in Sardinia. Coagulation takes place at 35-37 ~ in 20-30 min with lamb rennet paste. After 30 min, the coagulum is cut into rice-grain sized particles and left to settle. Cheeses are brined or dry-salted. After brining, the cheeses may also be slightly smoked and ripened for 6-12 months. Cheeses weigh around 1.5-4 kg. The flavour is flowery and fragrant, and the mature type is more piquant. Lc. lactis subsp, lactis predominates during most of the ripening period, but E..faecium and occasionally E..faecalis are the dominant species in 4-month-old
283
cheeses (Ledda, 1996). Lb. plantarum, Lb. casei and Lb. paracasei are the main mesophilic lactobacilli (Mannu et al., 2000). Cheeses produced from thermized milk and inoculated with Lc. lactis subsp, lactis and E. faecium had sensory characteristics similar to cheeses made from raw milk without starters (Ledda et al., 1994). Milk thermization did not influence secondary proteolysis, but resulted in changes in rheological characteristics (Pirisi et al., 1999a). Short- and medium-chain FFAs were significantly higher in rawmilk cheese than in cheese made from thermized milk, whereas long-chain FFAs, C18:1 and C18:2, were not affected by milk thermization (Pinna etal., 1999). Volatile components of 8-month-old Fiore Sardo were described by Larrayoz et al. (2001). Canestrato Pugliese is a hard cheese produced in Foggia and Bari. Its name derives from the reed baskets (canestri) used as moulds. It is cylindrical in shape, 25-34 cm in diameter, 10-14 cm high and weighs 7-14 kg. Milk is coagulated at 38-45 ~ with animal rennet for 15-25 min and placed in moulds. Cheeses are dry- or brine-salted and ripened for 2-10 months. Its flavour is strong, salty and piquant. Ripening has been characterized by Santoro and Faccia (1998). Raw-milk Canestrato Pugliese cheese has higher values of water-soluble and pH 4.6-soluble N, total FAAs (40mg/g), FFAs (1673mg/kg) and a greater diversity of NSLAB than pasteurized milk cheese (Albenzio et al., 2001). Pecorino Toscano is a soft or semi-hard cheese produced mainly in Toscany. Ewes' milk is usually inoculated with starter cultures and sometimes lipolytic enzymes are added. Coagulation with calf rennet takes place at 35-38 ~ in 20-25 min. The curds are heated to 40-42 ~ for 10-15 min. The cheeses are brine-salted for 24 h. The cheeses are cylindrical and weigh 1-3 kg. The m i n i m u m ripening period is 20 days for soft Pecorino Toscano and at least 4 months for the semi-hard variety. The taste is flagrant and slightly spicy. The technological and microbiological characteristics of pasteurized milk Pecorino Toscano cheese are described by Neviani et al. (1998). A wide diversity of LAB was described by Bizzarro et al. (2000) in raw and pasteurized milk Pecorino Toscano cheeses. Caciotta D'Urbino is a soft cheese manufactured from a mixture of 70-80% ewes' milk and 20-30% cows' milk. It is cylindrical in shape and weighs 0.8-1.5 kg. Milk is coagulated at 35-38 ~ with liquid or powdered lamb rennet. Cheeses are usually drysalted and ripened for 20-30 days at 10-14 ~ and 80-90% RH. The taste is sweet. Murazzano is a soft cheese variety manufactured from ewes' milk or mixtures of ewes' (60% minimum) and
284
Cheeses Made from Ewes' and Goats' Milk
cows' milk. Milk is coagulated at 37 ~ with animal rennet. The cheese, cylindrical in shape, is dry-salted and ripened for 4-10 days. Its weight varies from 0.3 to 0.4 kg. The body is soft and finely grained. Ricotta is a well-known whey cheese. The whey, usually from Pecorino cheese manufacture, is heated to 80 ~ The curd rises to the surface and is collected in shallow conical baskets where it drains for 12-14 h (Coni et al., 1999). Portuguese ewe cheeses
Most Portuguese cheeses are manufactured following traditional methods, the majority from raw milk without addition of a starter culture. The best-known Portuguese cheeses are Serra da Estrela, Serpa, Azeitao and Castelo Branco. These varieties, together with Evora, Nisa and Terrincho, have PDO status. The main characteristic that distinguishes them from other ewes' milk cheeses is their soft or semi-soft texture, due not only to the milk or the technology used, but also the highly proteolytic vegetable rennet used as coagulant. In 2001, ewes' milk production in Portugal was 98 000 tonnes, and 16 602 tonnes of ewes' milk cheeses were produced. Azeitao is a buttery, semi-soft cheese, with few or no holes, made near Lisbon. Coagulation of salted milk by vegetable rennet takes place at 30-35 ~ The cheese weighs 0.1-0.25 kg and is ripened in two stages. Initially, the cheese is held at room temperature for 10 days at 90-95% RH. During the second stage, the cheese is kept at 10-15 ~ and 85-90% RH for 2-3 weeks (Freitas et al., 2000). Castelo Branco is a semi-soft variety manufactured in central western Portugal (Freitas et al., 2000). It is related to Serra da Estrela cheese, with a stronger and slightly piquant flavour and a more compact rind. The cheese is obtained by slowly draining the curd after milk coagulation by vegetable rennet at 20-30 ~ Cheeses, 1 kg in weight, are ripened for 40-50 days at 8-14 ~ and 80-90% RH. Evora, a semi-hard to hard variety with a strong acidic and slightly piquant flavour is produced in the Alentejo region of southern Portugal from raw ewes' milk. Cheeses, 0.06-0.3 kg in weight, are ripened for 30 days in the case of the semi-hard type and a minimum of 90 days for the hard type (Freitas et al.,
2000). Nisa is a ripened cheese produced in the middle region of Alentejo. It is manufactured in two sizes, 0.2 and 1.3 kg, and has a semi-hard consistency, with a white-yellow colour and small holes. It is ripened for at least 45 days at 8-14 ~ and has an intense and slightly acidic flavour (Freitas et al., 2000).
Serpa is a buttery, semi-soft cheese with few or no holes, manufactured in the region of Serpa from Merino ewes' milk (Freitas et al., 2000). Cheeses are produced in four sizes, 0.2-2.5 kg in weight and have a strong, slightly hot and spicy flavour. Ripening takes place in two stages, at 6-10 ~ and 95-100% RH and at 7-11 ~ and 75-90% RH for 30-40 days. Serra da Estrela is the most traditional Portuguese cheese, produced in the Serra da Estrela mountains. It has a strong aroma, a slightly acidic flavour and a soft buttery texture with few eyes. Cheese is made twice daily from raw ewes' milk coagulated at 27-30 ~ for 1-2 h with vegetable rennet. The coagulum is cut manually and usually stirred by hand. The curds are poured into moulds and are slightly pressed, either by hand or mechanically. Cheeses are dry-salted and ripened for 30-45 days, at 6-12 ~ and 85-90% RH. They have a flat cylindrical shape, a diameter of 15-20 cm and weigh 1-1.7 kg. Changes in the microbiological and physico-chemical characteristics of the cheese have been reported by Macedo et al. (1993). A lower level of primary proteolysis occurs in cheeses made from milk coagulated with vegetable rather than animal rennet (Sousa and Malcata, 1997). [3-Casein is less susceptible to proteolysis than e~s-casein, and animal rennet is more proteolytic on both fractions than vegetable rennet. Higher levels of water-soluble N were observed in cheeses made with vegetable rennet, although levels of TCA- and PTAsoluble N were lower. Different patterns of peptides were detected at all stages of ripening (Sousa and Malcata, 1998). The main volatile compounds in Serra da Estrela cheese are derived from the degradation of sugars, FAAs and glycerides (Dahl etal., 2000). The short-chain carboxylic acids detected were acetic, propionic, iso-butyric and iso-valeric acids. High levels of 2,3-butanediol were attributed to the activity of spoilage bacteria, and high concentrations of ethyl octanoate and ethyl decanoate to yeast activity. Volatile short-chain fatty acids increased throughout ripening, with maximum levels of octanoic and decanoic acids detected at 150 days. The profile of volatiles in cheese was more complex if refrigerated milk was used instead of fresh milk, with higher concentrations of ethyl esters. Lactic acid bacteria and Enterobacteriaceae are the predominant microbial groups in Serra da Estrela cheese (Macedo et al., 1995; Tavaria and Malcata, 1998). Numbers of Enterobacteriaceae decrease whereas those of lactobacilli, lactococci and enteroccoci increase throughout ripening. Yeasts and staphylococci were 101-105 cfu/g and 104-107 cfu/g, respectively. Lc. lactis subsp, lactis, Lb. paracasei subsp.
Cheeses Made from Ewes' and Goats' Milk
paracasei, Leuc. lactis, Leuc. mesenteroides and Lb. plantarurn were the most frequently isolated LAB. A broad spectrum of yeasts are found in Serra da Estrela cheese. Terrincho is a semi-hard variety similar to other Portuguese ewes' milk cheeses, except that milk is coagulated with animal rennet (Freitas et al., 2000). Milk is coagulated at 35 ~ and the coagulum is cut to rice-grain size. Cheeses are pressed manually, drysalted and ripened at 5-12 ~ and 80-85% RH for 30 days. Terrincho cheese weighs 0.8-1.2 kg and has a slightly oily texture with small eyes. Spanish ewe cheeses
Production of ewes' milk in Spain was 306 000 tonnes in 2001. Six PDO ewes' milk cheeses are made: Manchego (6122 tonnes in 2000), Roncal (380 tonnes), Idiazabal (1131 tonnes) and Zamorano (448 tonnes) are hard, uncooked cheeses; La Serena (186 tonnes) and Torta del Casar are semi-hard cheeses manufactured from milk coagulated with vegetable rennet. Manchego cheese is made in La Mancha (central Spain) from raw or pasteurized milk of Manchega ewes. Cheeses weigh 2.5-3.5 kg and are cylindrical in shape. The rind is imprinted with a design recalling the woven esparto grass bands used traditionally as moulds. Rawmilk cheese is manufactured with or without addition of starter cultures, whereas mesophilic lactic cultures are used in the production of pasteurized milk cheese. Coagulation by animal rennet takes place at 30-32 ~ in 30-40 min. The coagulum is cut into 4-6 mm cubes, and scalded at 36-38 ~ for 15 min while stirring. Cheeses, 20-22 cm in diameter and 8-10 cm high, are pressed for 6-18 h, brine-salted for 24-48 h and held at 10-15 ~ for at least 2 months. Occasionally, Manchego cheese is immersed in olive oil during the later stages of ripening. Minimum pH (4.9-5.0) is generally reached in raw-milk Manchego cheese within 24 h of manufacture, after which the pH increases to 5.5-5.7 on day 90. In pasteurized milk Manchego cheese, the pH decreases to 5.1-5.3 during the first week and subsequently rises to 5.3-5.5 after 90 days. Dry matter is 40-50% in fresh curd and increases to 60-65% in 90day-old cheese. The salt-in-moisture is 5-7% on day 90. Greater degradation of Ors-casein than [3-casein occurs during ripening. Mean levels for pH 4.6-soluble N, TCA-soluble N and PTA-soluble N in 4-month-old raw-milk cheese were 23.6, 16.9 and 10.4% of total N, respectively, whereas levels of 21.1, 14.7 and 7.1% were found in pasteurized milk cheese (Gaya et al., 1990). Free amino acids accumulated during the l 1-month ripening period (Ordoflez and Burgos, 1980).
285
However, other workers (Marcos and Mora, 1982) reported a maximum level of FAAs after 4 months followed by a subsequent decrease. Lipolysis occurs only to a limited degree in Manchego cheese (Ramos and Martfnez-Castro, 1976). Lower levels of FFAs are found in pasteurized milk than in raw-milk cheese, due to the inactivation of indigenous milk lipase by pasteurization (Gaya et al., 1990). The majority of volatile compounds are more abundant in raw-milk Manchego cheese than in pasteurized milk cheese. Alcohols and esters predominate in raw-milk cheese, while methyl ketones and 2,3-butanedione (diacetyl) are quantitatively important in pasteurized milk cheese. Branched-chain alcohols were much more abundant in the raw-milk cheese. Aroma intensity is correlated with esters, branched-chain aldehydes and branched-chain alcohols in raw-milk cheese, and with esters, branched-chain aldehydes, 2-methyl ketones and 2-alkanols in pasteurized milk cheese. Diacetyl was positively correlated with the aroma attribute 'toasted' and negatively correlated with aroma quality in pasteurized milk cheeses (Fernandez-Garcfa et al., 2002). Lower concentrations of residual caseins were observed in pasteurized milk cheese made, with a commercial mixed-strain culture, than in pasteurized milk cheese made with a defined-strain culture made up of Lactococcus isolates from raw-milk Manchego cheese, or in raw-milk cheese made with any of the two cultures. The use of a commercial mixed-strain culture or a defined-strain culture did not affect flavour quality and intensity of raw- or pasteurized-milk Manchego cheeses (Gomez et al., 1999). Acceleration of the ripening of Manchego cheese by ripening at an elevated temperature (Gaya etal., 1990), addition of different enzymes to milk in liquid or solid form (Nufiez et al., 1991b; Fernandez-Garcfa et al., 1994) or encapsulation in liposomes (Picon et al., 1994, 1995, 1996) has been investigated, with increases in proteolysis and reduction of ripening period without impairment of cheese flavour. Flavour quality was improved and flavour intensity enhanced by the cysteine proteinase from Micrococcus INIA 528 (Mohedano et al., 1998). Increased proteolysis enhanced the formation of volatile compounds derived from amino acids, such as acetaldehyde, 2-methyl-2-butanal and 3-methyl-l-butanal (Mariaca et al., 2001). The microbial flora of Manchego cheese made from raw ewes' milk is well known (Nuflez et al., 1989). Lactococci, mainly Lc. lactis subsp, lactis, predominate during the first month of ripening. Thereafter, they are outnumbered by lactobacilli, mainly Lb. plantarum and Lb. casei. Enterococci, mainly E. faecium, leuconostocs, mainly Leuc. mesenteroides subsp, dextranicum
286
Cheeses Made from Ewes' and Goats' Milk
and Leuc. paramesenteroides, and pediococci, mainly Pediococcus pentosaceus, are found at lower numbers during ripening. Micrococci are commonly found in curd and 1-day-old cheese, and then decrease gradually during ripening. In pasteurized-milk Manchego cheese, starter lactococci predominate during the first month, but lactobacilli may reach 108 cfu/g in 30-day-old cheese. Idiazabal is a semi-hard or hard variety produced in the Basque country and Navarra from raw milk of Latxa ewes. Industrial production based on traditional methods and traditional production by small artisanal producers co-exist. Homofermentative starter cultures may be added to the milk before coagulation. Raw milk is coagulated with commercial bovine rennet or rennet paste at 30 ~ The coagulum is cut into 5-10-mm grains, stirred and heated to 37 ~ The curds are pressed in the vat, placed into moulds, pressed for 6 h and dry-salted or brined for 24-48 h. Cheeses are ripened at 10 ~ and 80% RH for 2-12 months. Smoking of cheeses during the third month of ripening by combustion of Alnus glutinosa wood for 24 h at 15 ~ is optional. Mean values of pH 4.6- and TCA-soluble N in Idiazabal cheeses were 11.5 and 14.4% of total N, respectively, indicating low levels of proteolysis. Glu, Leu, Val, Lys and Phe were the major FAAs detected (Orddflez et al., 1998). Butanoic acid was the main FFA, accounting for 33% of the total over the ripening period. The other common fatty acids (C6:0-C18:1) were also present (Najera et al., 1994). Differences in the amounts of short-chain FFAs were detected between winter and summer cheeses (Ch~ivarri et al., 1999). Effects of brining time and smoking on the microbiological (Perez-Elortondo et al., 1993), physicochemical (Iba~ez et al., 1995), FFA profile (Najera et al., 1994) and sensory characteristics (PerezElortondo et al., 2002) of Idiazabal cheese have been investigated. Smoking caused a decrease in the numbers of LAB and Micrococcaceae (P~rez-Elortondo et al., 1999a). Smoking lowered the aw and increased the pH, proteolysis and release of amino acids. Brining and smoking led to increases in FFAs (N~ijera etal., 1994). However, butanoic acid levels were lower in the smoked than in unsmoked cheeses. Brining had little effect on the sensory properties of Idiazabal cheese and smoking had a positive influence on the acceptability of rind, colour of the interior, aroma and texture. Cheeses made with rennet paste had higher contents of total and short-chain FFAs (Bustamante et al., 2000). Changes in LAB, Micrococcaceae, Enterobacteriaceae and psychrotrophic bacteria during ripening were
studied by Perez-Elortondo et al. (1998, 1999b), with citrate-utilizing (Cit +) strains of Lc. lactis and Lb. casei subsp, casei as the dominant LAB throughout ripening. Idiazabal cheese made from raw ewes' milk with the addition of a mesophilic starter culture had higher numbers of LAB during pressing, although no differences were observed during ripening. Flavour was typical of ripened ewes' milk cheese. Starter cultures also increased the levels of FAAs (Vicente et al., 2001), which reached higher levels in raw-milk cheese made with or without starter culture than in pasteurized milk cheese (Mendia et al., 2000). Roncal is a hard cheese manufactured in Navarra from raw ewes' milk. Its production is similar to that of Manchego, except for a higher renneting temperature (32-37 ~ and a smaller size (1.8-2.0 kg) and a ripening time of at least 4 months. The composition, biochemical and microbiological characteristics of Roncal cheese have been published (Orddfiez et al., 1980; Millan et al., 1992; Arizcun et al., 1997). The use of commercial calf rennet and aqueous extracts of dried, sliced and salted lambs' stomachs in Roncal cheese manufacture has been compared (Irigoyen et al., 2002). Physico-chemical parameters were not affected by the type of rennet, whereas cheese manufactured with lamb rennet showed higher levels of pH 4.6- and TCA-soluble-N and greater proteolytic activity on [3- but mainly on %~-casein. These changes did not result in any sensory differences. Alcohols are the predominant volatile compounds in 4-month-old Roncal cheese, with ethanol, 2-butanol and 1-propanol at high concentrations. Ketones were the next most prominent group, most of them being methyl ketones. 3-Hydroxybutan-2-one (acetoin) was present at high levels and influenced Roncal cheese aroma. Acetic and butanoic acids were the most abundant acids and ethyl esters were the predominant esters (Izco and Torre, 2000; Larrayoz et al., 2001). Lc. lactis subsp, lactis, Lb. casei, Lb. plantarum, Leuc. mesenteroides subsp, mesenteroides and Leuc. mesenteroides subsp, dextranicum were the predominant LAB in Roncal cheese (Arizcun et al., 1997). Starter cultures added to milk affected cheese flavour, with greater intensity for refreshing, astringent and sweet attributes and lower scores on bitterness. More homogeneous texture and higher elasticity were also observed in cheeses made with starter cultures (Ortigosa et al., 1999). Zamorano is a hard cheese produced in Zamora from raw milk of Churra and Castellana ewes. Milk is coagulated with rennet extract at 28-32 ~ for 30-45 min. The coagulum is cut by hand or mechanically into small pieces of 5-10 mm and the curds are heated to 38-40 ~ before moulding and pressing. Cheeses are dry-salted or
Cheeses Made from Ewes' and Goats' Milk
brined for 36 h and ripened for at least 100 days. Zamorano cheese has a firm texture and a dark grey rind, a cylindrical shape, 8-12 cm high and 18-22 cm in diameter, and weighs 3.5-4 kg. Castellano cheese, which is not protected by a PDO, is another ewes' milk hard variety made with similar technology (Roman-Blanco et al., 1999). La Serena is a semi-hard variety made from Merino ewes' milk in La Serena (Southern Extremadura). Raw milk at 25-32 ~ is coagulated in 50-75 min with vegetable rennet prepared by soaking dried flowers of C. cardunculus in tap water at room temperature for 24 h. The coagulum is cut into pieces of 10-20 m m in size and stirred for 2-3 min without scalding. After 10 min, the whey is removed. In traditional processing, the curds are transferred to woven esparto moulds where they are pressed by hand. Moulds are turned repeatedly for 1-2 h to assist whey drainage and the cheeses are dry-salted for 10-24 h or brined for 24 h. In modern dairies, plastic moulds, mechanical pressing and brine salting are used. Cheeses are ripened for at least 60 days at 8-12 ~ and 85-95% RH. La Serena is a flat round cheese, 18-20 cm in diameter and 4-8 cm high,-which weighs 0.8-1.5 kg. The rind is brownish in colour, with convex sides due to the softening of the cheese texture during ripening by the proteolytic action of the vegetable rennet. The cheese has a creamy to semi-hard texture with small eyes and a pronounced, sometimes slightly bitter, flavour. Chemical changes, pH and moisture content during the ripening of artisanal La Serena cheese were described by Fernandez del Pozo et al. (1988b). In fully ripened cheese, pH 4.6-soluble N was 38.5% of total N, and TCA-soluble N 10.3-14.6% (Fernandez-Salguero et al., 1978; Fernandez del Pozo et al., 1988b). Degradation of Ors-casein was faster than that of [~-casein. During the first month of ripening the texture of the cheese softens, due to hydrolysis of the casein, developing a more consistent body gradually as ripening progressed (Fernandez del Pozo et al., 1988b). Levels of FFAs increase gradually during ripening. Cheeses produced with animal rennet had a higher moisture content and a lower pH than cheeses made with vegetable rennet (Nufiez et al., 1991a). Proteolysis was more rapid in cheeses made with vegetable rennet, but there was less lipolysis. Softening of cheese texture was more pronounced in cheeses made with vegetable rennet, which received higher scores for flavour quality and intensity. Lc. lactis, atypical lactococci, Lb. casei, Lb. plantarum, Leuc. mesenteroides and E. faecium predominated in the interior of La Serena cheese (Fernandez del Pozo et al., 1988a). High yeast and mould counts
287
were found on the cheese surface from 30 days onwards. These were mainly lactic acid-utilizing species. Cheese flavour quality and intensity were significantly impaired in cheeses made with a strain of Lc. lactis subsp, lactis as a starter culture; the cheese had a firmer texture, which was attributed to retarded proteolysis and a lower pH (Medina et al., 1991). Alcohols were the major volatile compounds, with ethanol, propanol, 2-propenol, 2-propanol, 2-butanol, 2-pentanol and branched-chain 2-methyl propanol and 3-methyl butanol being the most abundant (Carbonell et al., 2002). Ethyl esters of acetic, butanoic, hexanoic and octanoic acids and 3-methyl-l-butanol acetate were the main esters. The concentrations of most esters increased dramatically during ripening and, because of their low perception thresholds, may be considered as key constituents of the aroma of this cheese variety. Torta del Casar is a semi-hard cheese made in Caceres (northern Extremadura) from raw milk of Merino ewes, which is coagulated with vegetable rennet at 25-30 ~ Manufacturing and ripening conditions are very similar to those for La Serena cheese. Torta del Casar has a PDO status since 2002. Chemical composition of cheese ripened for 60 days is 53.6% DM, 26.1% fat, 24.3% protein, 34.1% pH 4.6-soluble N and 13.0% TCA-soluble N as percentages of total N, and pH 5.21 (Mas Mayoral et al., 1991). The microbiology of Torta del Casar has been investigated (Poullet et al., 1991). Maximum counts of lactococci, lactobacilli, leuconostocs and enterococci are reached during the first 15 days of ripening. Coliform counts are 105-106 cfu/g during the first month and decrease to 102-104 cfu/g on day 60, whereas numbers of coagulasepositive staphylococci are 102-103 cfu/g during the first month and decrease to 10 cfu/g on day 60. The predominant LAB species during ripening were Lc. lactis subsp, lactis, Leuc. mesenteroides subsp, dextranicum, Leuc. mesenteroides subsp, mesenteroides, Lb. curvatus, Lb. plantarum and E. faecalis (Poullet et al., 1993). Another non-PDO Spanish ewes' milk cheese also made with vegetable rennet is Los Pedroches (Fernandez-Salguero and Sanjuan, 1999).
Technology and flavour of goats' milk cheeses
Goats' milk production in the European Union was 1 443 782 tonnes in 2001. Except for minor local production of goats' milk yoghurt or pasteurized goats' milk, all the milk is transformed into cheese, alone or mixed with cows' and/or ewes' milks. The textural characteristics of goats' milk curd are distinct from those of cows' milk curd produced under
288
Cheeses Made from Ewes' and Goats' Milk
the same conditions. A coagulum strength of 15.0-18.5 g was reported for goats' milk with a casein content of 29.5-30.8 g/kg versus a coagulum strength of 18.2-45.8 g for cows' milk with a casein content of 23.8-24.7 g/kg (Storry et al., 1983). The weaker mechanical properties of goats' milk curd constrain the manufacturing procedures used in goats' milk cheesemaking and limit the diversity of cheese types. Although there is some local production of goats' Blue cheeses, most cheeses made from goats' milk fall within the following groups: 9 Fresh or white unripened cheeses, with a low DM content, usually less than 25%. 9 Soft cheeses, traditionally made from predominantly lactic curd, of small size, cylindrical or pyramidal in shape, and generally with mould growth or ash on the surface. 9 Semi-hard or hard cheeses, made from predominantly rennet-coagulated curd, of larger size than the soft cheeses, fiat cylindrical shape (wheel) and dry rind. The composition of goats' milk casein is the main factor responsible for its technological limitations. Caprine casein contains a lower proportion of C~s-casein, especially OLsl-casein, and a higher proportion of [3-casein than bovine casein. The polymorphism of caprine Otsl-casein plays a role in these compositional differences. The A, B and C alleles are associated with high levels of O~sl-casein synthesis, while the E allele is with a medium level, the D and F alleles with a low level and the O allele with a null level of Otsl-casein synthesis (Grosclaude et al., 1994). Cheesemaking from goats' milk with a low Oql-casein content results in a less firm curd (Ambrosoli et al., 1988) and lower protein retention and cheese yield (Pirisi et al., 1994; Vassal et al., 1994) than when milk of a high OLsl-casein content is used. On the other hand, cheese made from A allele milk with high C~sl-casein content has a weaker goaty flavour than those from E or F allele milks, due to lower production of aroma compounds or due to the firmer texture of the A allele curd, which impairs the release and perception of volatile aroma compounds (Vassal etal., 1994). Pierre etal. (1998) found a weaker flavour in cheese made from A allele milk than in cheese from O allele milk, which was attributed to 50% lower levels of hexanoic, octanoic, nonanoic, decanoic, 4-methyl octanoic and 4-ethyl octanoic acids in the former cheese. The characteristic flavour of goats' milk cheeses is mostly due to volatile compounds. For a long time octanoic acid was considered to be the main 'goaty' compound in dairy products but, according to Ha and
Lindsay (1991a), its aroma and flavour lack the highly characteristic goatiness found in goats' milk cheese. Instead, 4-ethyl-octanoic acid was found by systematic assessment of the aroma of individual FA to be principally responsible for the goaty-type aromatic notes in goat-milk cheese (Ha and Lindsay, 1991a). Among medium-size FAs, the lowest perception threshold in water and in oil is that of 4-ethyl-octanoic acid (Brennand etal., 1989). Seven volatile compounds present in goat cheeses (hexanoic, octanoic, nonanoic, decanoic, 4-methyl-octanoic, 4-ethyl-octanoic, plus an unidentified compound co-eluting with decanoic acid) were characterized by olfactometry as having a specific goat cheese aroma (Le Qu~r~ et al., 1998). Salles et al. (2002) also concluded that 4-ethyl-octanoic acid is the most potent medium-chain FFA in typical goat cheese flavour. The concentration of 4-ethyl-octanoic acid in goat-milk cheese is 0.1 mg/kg versus 0.8 mg/kg for 4-methyl-octanoic acid and higher values for the other medium-chain FFAs. However, the threshold value for perception of 4-ethyl-octanoic acid in a cheese model was 0.0039 mg/kg versus 0.322 mg/kg for 4-methyloctanoic acid and considerably higher values for other medium-chain FFAs. Technological treatments influence the typical flavour of goats' milk (Morgan and Gaborit, 2001). Thus, skimmed goats' milk had a very mild flavour (0.78 points on a 10-point scale) compared with full-fat raw milk (4.14 points on the same scale). Heating milk at 65 ~ for 1 min led to a slight reduction in goaty flavour (3.06 points versus 4.06 points for control raw milk), accompanied by a decrease in the level of lipolysis. On the other hand, cold storage (4.68 points for milk stored 3 days at 6 ~ versus 2.96 points for control milk) and homogenization (4.90points versus 4.06 points for control milk) of milk increased goat flavour. The total content of FFAs was 40 p~g/ml fat in control milk, and 100 or 120 i~g/ml fat after cold storage or homogenization, respectively. Fresh cheeses made from goats' milk with high levels of lipolysis showed high levels of lipolysis and an increase in organoleptic defects (Morgan et al., 2001). However, no relationship was found between the level of lipolysis and the sensory characteristics of the ripened cheeses. The water-soluble extract of goats' milk cheese had an umami taste, although it was also regarded as salty, astringent and bitter, whereas the water-soluble extract from cows' milk cheese was described as showing mainly salty, umami and sour tastes, while that of ewes' milk cheese exhibited a strong umami taste, followed by a salty taste (Molina et al., 1999). Small peptides and FAAs in fractions of water-soluble extracts of goat cheeses had no direct impact on their taste, which was
Cheeses Made from Ewes' and Goats' Milk
influenced mainly by mineral salts and lactic acid (Salles et al., 2000). Also, when small peptides (MW < 1000 Da) or FAAs from the water-soluble extract of goat cheese were evaluated sensorially by incorporation or omission in a cheese model, no effects of those compounds on the taste descriptors, salty, bitter, sour, umami or astringent, were found (Salles et al., 2002). Saltiness of the water-soluble extract of goat cheese was explained by an additive contribution of sodium, potassium, calcium and magnesium ions, whereas sourness was mainly due to the synergistic effect of sodium chloride, phosphates and lactic acid, and bitterness to calcium and magnesium chlorides, partially masked by sodium chloride (Engel et al., 2000). The hydrophobic peptides present in the water-soluble extract of goat-milk cheese were not perceived as being bitter by panellists, probably due to their low concentrations (Sommerer et al., 2001). French goat cheeses
France produces more than 50 goats' cheese varieties. Goats' milk production was 460 000 tonnes in 2001. Total annual production of goat cheeses is close to 75 000 tonnes, of which 23% are farm-made cheeses. The nine varieties produced under a PDO are Chabichou du Poitou, Crottin de Chavignol, Picodon de la Dr0me or Picodon de l'Ardeche, Pelardon, Pouligny Saint-Pierre, Rocamadour, Sainte-Maure de Touraine, Selles-sur-Cher and Valengay, which account for a combined production of over 5000 tonnes per year. Detailed cheesemaking procedures for French goat cheeses have been reviewed by Le Jaouen and Mouillot (1990). Most French goat cheeses can be made from pasteurized or raw milks, but some PDO varieties, such as Pouligny Saint-Pierre, Rocamadour and Valencay must be made exclusively from raw milk. Many French goat-milk cheeses are soft varieties. In their manufacture, milk coagulation is due mostly to lactic acid production by the starter, with small doses of rennet, a coagulation temperature of 18-24 ~ and clotting times ranging from 16 to 48 h. One exception of considerable economic importance is Camemberttype goat cheese, made in the Poitou region. Pasteurized milk heated at 32-33 ~ undergoes a lactic-rennet type coagulation, with a rennet dose 2-3 times higher than that for soft cheeses, and a coagulation time of 45-50 min. Other goat cheeses with a lactic-rennet type coagulation are Blue des Aravis and artisanal Chevrotin, both traditionally made in the Alps. Some general microbiological studies have been carried out on varieties such as Crottin de Chavignol (Hosono and Shirota, 1994), Valenq.ay (Hosono and Sawada, 1995) and Sainte-Maure (Masuda et al., 2000).
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Nahabieh and Schmidt (1990) found that D. hansenii was the dominant yeast species in the main goat cheeses. However, detailed scientific and technical information on the microbiota of most French goat-milk cheeses is relatively scarce. The microbiology of a Camembert-type goat cheese made from raw milk was investigated by Sable et al. (1997b), who found similarities between its microbiota and the microbiota of Camembert cheese made from raw cows' milk (Lenoir, 1963). Lc. lactis was the dominant Gram-positive species, Hafnia alvei the dominant Gram-negative species and Staphylococcus the dominant salt-tolerant micro-organism throughout ripening. Chemical changes during ripening (31 days at 13 ~ and 90% RH) of raw-milk Sainte Maure-type goat cheese have been investigated by Le Quere et al. (1998). Cheese DM increased from 32.7% on day 2 to 53.6% on day 31. Cheese pH rose from 4.4 on day 2 to 5.1 on day 31 at the surface, but only from 4.3 on day 2 to 4.4 on day 31 in the centre, giving rise to a pH gradient. Proteolysis was slight, with 92% of the casein intact on day 2 and 87% on day 31, with none of the individual caseins being preferentially hydrolysed. Small peptides increased from 5% of total N on day 2 to 8.5% on day 31. This pattern of casein breakdown corresponded to the proteolytic activity of Geotrichum candidum, the surface mould. FFAs accounted for 1% of total FFAs on day 2, rose to 2% on day 18, and afterwards increased more rapidly, up to 6% on day 31. Lipolysis apparently occurred in a two-step process. A specific rise of saturated C6-C10 FFAs was observed in 2-day-old cheeses, which was attributed to the lipoprotein lipase of goat milk or the lipolytic activity of somatic cells. Afterwards, an increase in C18:1, and to a lesser extent in C16:1 and C18:2, was observed. Unsaturated FFAs were 35.7% of FFAs, and this specific activity was attributed to the Geotrichum lipase. The typical goat cheese aroma was attributed to mediumchain linear and branched-chain FFAs. From day 2 to day 31, 4-ethyl-octanoic acid increased from 0.001 to 0.027mg/kg, 4-methyl-octanoic acid from 0.012 to 0.139 mg/~g, hexanoic acid from 2.77 to 23.38 mg/kg, octanoic acid from 7.45 to 32.96 mg/kg and decanoic acid from 3.04 to 19.87 mg/kg. Those increases in FFAs might explain why fresh goat cheeses when submitted to sensory analysis are perceived as different from ripened goat cheeses. Fifty-one volatile compounds were identified and quantified during the ripening of Camembert-type goat cheese (Sabl~ et al., 1997a). Ethanol, 3-methyl butanol, 2-methyl butanol, ethyl acetate and 2-methyl propanol were the most abundant volatile compounds in 2-day-old cheese, whereas the major compounds in ripe cheese were ethanol, 2-heptanone, 2-nonanone,
290
Cheeses Made from Ewes' and Goats' Milk
2-heptanol, 3-methyl butanal, acetaldehyde, 2-propanol and acetone. The volatile profile of the cheese resembled that of Camembert cheese made from cows' milk and other surface mould-ripened cheeses (Molimard and Spinnler, 1996), but compounds such as limonene, 3-hexanone, 4-heptanone, 3-methyl 2-heptanone, 4-nonanone, 2-methyl butanol and acetaldehyde were considered by the authors to be characteristic of goat cheese. Yeast and mould strains used for ripening of French goat-milk cheeses have a remarkable influence on the flavour of both soft cheeses and Camembert-type cheeses (Gaborit et al., 2001). In soft cheeses, the use of G. candidum GC1, alone or associated with D. hansenii DH1 or Rhodosporidium infirmominiatum RI, resulted in the lowest levels of lipolysis and the highest scores for goat odour and goat flavour intensity. Goat flavour intensity increased when GC1 was used in conjunction with DH1 or RI. The use of Penicillium candidum PC1, alone or associated with DH1 or RI, was detrimental to the sensorial quality of the cheeses. In Camembert-type cheeses, lipolysis and scores obtained for most descriptors were lower than those found for soft cheeses. Lipolysis levels were higher for cheeses made using STRAIN GC1 with STRAINS PC1, or PC1 and DH1. The best sensorial quality cheeses were made with STRAIN GC1. Greek goat cheeses
Goats' milk production in Greece was 450 000 tonnes in 2001. There are no PDO cheeses in Greece made exclusively from goats' milk, which is generally added to ewes' milk for the production of ewes' milk cheese varieties. Feta cheese made from 100% goats' milk, mixtures of goats' and ewes' milks, or 100% ewes' milk have been compared (Mallatou et al., 1994). No clear relationship between milk used for manufacture and proteolysis was found, but significantly higher levels of lipolysis were found in cheese made from 100 or 75% goats' milk. The microbiology of white-brined cheese made from raw goats' milk has been studied (Litopoulou-Tzanetaki and Tzanetakis, 1992). Most microbial groups were at their highest levels in 15-day-old cheese, when the pH was 5.45. Coliforms, staphylococci and LAB declined by 4.0, 3.0 and 1.5 log cycles, respectively, from day 15 to day 90, when the pH was 4.50; in contrast, yeasts increased by 1.8 log cycles in the meantime and enterococci did not vary. Specific starters have been designed for the manufacture of white-brined cheese from pasteurized goats' milk (Tzanetakis et al., 1995). Anevato cheese is made from raw goats' milk which undergoes a lactic-rennet coagulation at 18-20 ~ for 12 h. The coagulum is cut, left to raise to the surface of the whey for 4-5 h and drained in cheese cloths for
24 h. Salt is added and, after thorough mixing, the curds are packed in plastic containers which are held at 4 ~ In Anevato cheese, the highest counts of most microbial groups were reached in curd after draining, when the pH was 4.28 (Hatzikamari et al., 1999). During cold storage for 60 days, the pH of the cheese did not change and counts of most microbial groups declined, but yeast counts increased by 1.2 log units. Anevato cheeses made from raw, pasteurized or thermized goats' milk inoculated with 0.5% of a Lc. lactis subsp, lactis culture were compared (Xanthopoulos et al., 2000). All microbial groups, except yeasts, were present at higher levels in raw-milk curd and declined during cold storage. Different patterns of hydrolysis of C~sl- and B-caseins during cheese ripening were recorded, with reduced proteolysis in cheeses made from pasteurized milk. Flavour scores were higher for raw-milk cheeses, but aroma and texture were not influenced by heat treatment of the milk. Italian goat cheeses
Production of goats' milk in Italy was 140 000 tonnes in 2001. There are no PDO goat cheeses in Italy, although some PDO cheeses (Bitto, Bra, Castelmagno, Raschera, Valle d'Aosta Fromadzo) are made from cows' milk to which small amounts of goats' milk are added. In the manufacture of PDO Robiola di Roccaverano cheese, a minimum of 15% goats' and/or ewes' milk must be included together with cows' milk, although Robiola 'classica' cheese is exclusively made from goats' milk. Technological aspects of Italian goatmilk cheeses have been reviewed (Emaldi, 1987). Studies on the microbiology and the biochemistry of Italian goat cheeses are scarce. Caprino tradizionale is a soft cheese made from raw goats' milk, to which a whey culture is added. Coagulation takes place after 18-24 h at 20-22 ~ The microbiology of this cheese variety has been studied, with maximum microbial counts in fresh curd, which had a mean pH of 4.35 (Foschino et al., 1999). After 10 days at 4 ~ the pH had declined to 4.32, and counts of lactococci, enterococci, S. aureus, coliforms and yeasts had decreased by 0.7, 3.7, 2.9, 5.3 and 1.5 log cycles, respectively. Bastelicaccia is a soft cheese made in Corsica by coagulating goats' or ewes' milks at 24-28 ~ for 60-90 min, cutting the coagulum to rice-grain size, draining part of the whey, stirring the curds, draining the rest of the whey, dry-salting the curds and ripening for 30 days. Ripe goats' milk cheese had a pH of 5.5-5.7, a high population of leuconostocs (>108 cfu/g) and a high coliform count (105 cfu/g). Soluble N of 30-day-old cheese was 18.2-28.4% of total N, and FAAs reached 3.7-4.5 g/kg (Casaha et al., 2001).
Cheeses Made from Ewes' and Goats' Milk
Cacioricotta cheese is made traditionally by heating goats' milk at 95 ~ cooling it to 40 ~ and adding a Sc. thermophilus culture. Use of lower doses of rennet and variable amounts of mesophilic lactic cultures increased the yield of 15-day-old cheese from 7.39 to 7.88% on a DM basis, probably due to reduced proteolysis (0.38% NPN instead of 0.47%; Caponio et al., 2001). Lipolysis was also retarded by the modified technology, which improved the palatability of the cheese. The use of thermized milk in the manufacture of farm-made goat-milk cheese has been studied in order to improve its microbiological quality (Clementi et al., 1998). Reduced proteolysis was found in thermized milk cheese compared with raw-milk cheese. Thermization of milk reduced the 'goaty' taste and led to a slightly more bitter and salty flavour, a harder texture and a more intense white colour. High-pressure homogenization (HPH) of goats' milk at 1000 bar (100 MPa) has been compared with pasteurization and thermization in the manufacture of soft cheese (Guerzoni et al., 1999). High-pressure homogenization of milk reduced counts of most microbial groups by at least 2 log cycles. Fresh curd yields were 16.0% for raw milk, 20.7% for thermized milk, 20.3% for pasteurized milk and 32.0% for HPH milk. Lipolysis was favoured in cheeses from HPH milk, with 6.89 mg FFAs/kg compared to 5.25 mg FFAs/kg in raw-milk cheese. Proteolysis was also enhanced in cheeses made from HPH milk, which received the highest overall score from panellists. Portuguese goat cheeses
Goats' milk production in Portugal was 35 000 tonnes in 2001. The only PDO cheese in Portugal made exclusively from goats' milk is Cabra Transmontano, although other PDO cheeses such as Picante da Beira Baixa, Amarelo da Beira Baixa and Rabacal are manufactured from a mixture of goats' and ewes' milks. The production of goats' milk cheese was 1295 tonnes in 2001, and the production of cheese from mixed ewes' and goats' milks, 4791 tonnes. Cabra Transmontano is a hard cheese made from raw Serrana goats' milk, which is coagulated at 35 ~ with animal rennet. The coagulum is cut manually into irregular pieces and pressed by hand. Cheeses (fiat cylinders) are dry-salted and ripened at 5-18 ~ and 70-85% RH for a minimum of 60 days. Ripe cheese weighs 0.6-0.9 kg. No scientific information is available on this cheese variety (Freitas et al., 2000). Raba~;al cheese is manufactured with variable proportions of ewes' and goats' raw milks, although a 2:1 ratio is considered to be optimal (Delgado, 1993). Milk is coagulated at 30 ~ with animal rennet in
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45-60 min and the coagulum is cut by hand to irregular grains. Cheeses (fiat cylinders) are pressed manually, dry-salted and ripened at 10-15 ~ and 7 0 - 8 5 % RH for 20 days. Ripe cheese weighs 0.3-0.5 kg. Sensory studies of this cheese variety describe its peculiar aroma and flavour as milky, floral and acid (Freitas et al., 2000). Picante da Beira Baixa may be manufactured from goats' or ewes' raw milk or their mixture, a 2:3 ratio being common. Milk at 28-30 ~ is coagulated with animal rennet in 40-50 min. The coagulum is cut into 1-1.5 cm cubes and pressed by hand. Cheeses (fiat cylinders) are dry-salted, stacked in groups of two or three and turned frequently. Ripening takes place at 10-18 ~ and 70-80% RH for 120-180 days. Ripe cheese weighs 0.4-1.0 kg. Picante cheese has high counts of staphylococci, up to 106 cfu/g, and coliforms, up to 108 cfu/g during the first week. Coliform counts decreased by 5-6 log cycles, and staphylococci counts by 3-4 log cycles, after 180 days in spite of an increase in pH from 4.5 to 5.2 in 9-day-old cheeses to 5.8-5.9 in ripe cheeses (Freitas et al., 1995). The predominant microbial species were identified by Freitas et al. (1996). Water-soluble N in ripe cheeses was 25-29% of total N, and NPN was 87-92% of soluble N. Residual Ors- and [~-caseins in ripe cheeses were 7-64% and 44-81%, respectively. The proportion of goats' to ewes' milk had no significant effect on cheese sensory characteristics (Freitas et al., 1997). Free amino acids of Picante cheese manufactured from different proportions of goats' and ewes' milks, animal or thistle rennets and salting once or twice were investigated by Freitas et al. (1999). The highest amount of FAAs was in cheese made using a mixture of goats' and ewes' milk (ratio of 1:4), animal rennet and salted once. Amarelo da Beira Baixa is a cheese variety similar to Picante, weighing 0.6-1.3 kg, with a straw to dark yellow rind (Freitas et al., 2000). Spanish goat cheeses
Spain is the third largest producer of goats' milk in the European Union, with 320 000 tonnes in 2001. Most of it is mixed with cows' and/or ewes' milks for the production o f - 2 0 non-PDO traditional cheese varieties, or new varieties such as Iberico cheese, manufactured from a mixture of milks of the three species with a minimum of 30% goats' milk. Technological aspects of Spanish goat cheeses have been reviewed (Franco et al., 2001). Twenty-eight varieties are made exclusively from goats' milk, although only four are PDO cheeses. In 2001, the production of PDO Majorero cheese was 352 tonnes, the production of PDO Ibores cheese began that year with 45 tonnes, and
292
Cheeses Made from Ewes' and Goats' Milk
the production of PDO Murcia and Palmero cheeses began in 2002. Majorero cheese is made in Fuerteventura, one of the Canary islands, from raw or pasteurized goats' milk. Coagulation with animal rennet takes place at 28-32 ~ in 60 min, after which the coagulum is cut to 1-cm-size grains and the whey is drained out. Cheeses are pressed, dry- or brine-salted, and ripened for 20-90 days at 12-18 ~ and a low RH. The surface is rubbed with oil, paprika or both during ripening. The shape is fiat cylindrical, and the weight 1-6 kg. In 90-day-old raw-milk cheese the DM was 83% and pH 5.44 (Fontecha et al., 1990). Two days after manufacture, coliforms and staphylococci reached 106-107 and 104-105 cfu/g, respectively, and after 90 days were less than 101 cfu/g. In 60-day-old cheese, residual Ors- and [3-caseins were 27% and 76%, respectively, and NPN was 19.0% of total N. Total FFAs reached 32.0 g/kg in 90-day-old cheese. Pasteurized milk cheese had a DM content of 61% and a pH of 5.46 on day 90 (Martin-Hern~indez et al., 1992). Residual %- and [3-caseins on day 60 were reduced to 47 and 81%, respectively, and NPN was 16.6% of total N. Total FFAs reached 6.11 g/kg in 90-day-old cheese, a much lower value than that of raw-milk cheese. Palmero, Tenerife and Conejero are traditional goat cheeses similar to Majorero made from raw milk, to which a Lc. lactis starter may be added, in different Canary islands. Tenerife cheese is a farm-house variety made from raw milk coagulated with animal rennet at 28-32 ~ in 30-60 min, of fiat cylindrical shape and weighing 0.9-1.2 kg, with an annual production close to 1500 tonnes. The DM increases slightly during ripening (46% after 2 days to 49% after 60 days) and the pH declines from 4.93 on day 2 to 4.64 on day 30, and remains constant during the second month of ripening. Coliform counts decreased from 107 cfu/g in 2-day-old cheese to 103-104 cfu/g in 60-day-old cheese, while S. aureus counts in 2-day-old cheese were 103 cfu/g and less than 10 cfu/g in 60-day-old cheese (Z~irate et al., 1997). Ibores cheese is made in Extremadura from raw milk, to which a Lc. lactis starter may be added. Milk is coagulated at 28-32 ~ in 60-90 min, generally with animal rennet. The coagulum is cut to medium-size (1-2 cm) grains. Cheeses of fiat cylindrical shape, weighing 0.7-1.2 kg, are pressed for 3-8 h, dry- or brine-salted and ripened for a minimum of 60 days. Seasonal differences have been recorded for pH, with higher values for cheeses made in winter than for those made in spring (Mas and Gonz~ilez Crespo, 1993). Cheese ripened for 60 days had a pH of 5.18, a DM of 59%, ---21% pH 4.6-soluble N as % of total N and ---10%
TCA-soluble N. In 60-day-old cheese, coliforms were 103-104 cfu/g, and coagulase-positive staphylococci less than 10 cfu/g. Lc. lactis subsp, lactis, E. faecium, Leuc. mesenteroides subsp, dextranicum and Lb. casei were the most abundant species within their respective genera (Mas et al., 2002). A total of 29 volatile compounds have been identified in Ibores cheese, including five ketones, five alcohols, two aromatic hydrocarbons, ten esters, four terpenes and one aldehyde (Sabio and Vidal AragOn, 1996). Murcia cheese is made from pasteurized milk. It may be fresh, ripened or 'al vino' (wine-cured). In fresh cheese manufacture, the milk is coagulated at 35-38 ~ in 30-60 min, the coagulum is cut and stirred, and cheeses are pressed for 2-4 h. After brinesalting, cheeses (fiat cylinders weighing 0.3-1.5 kg) are held at 4 ~ For ripened cheese manufacture, milk is coagulated at 32-33 ~ in 45-60 min with animal rennet. The coagulum is cut, stirred and heated to 35-37 ~ Cheeses (fiat cylinders weighing 1-2 kg) are pressed, brine-salted for 12h and ripened at 12-14~ and 75-85% RH for at least 21 days. Murcia cheese 'al vino' is made from washed curd. Cheeses are immersed in red wine for 30 min at the beginning of ripening, for 15-30 min on day 7, for 15-30 min on day 14, and on day 21 for a time depending on rind characteristics (Franco et al., 2001). There is no scientific information available on Murcia cheese. Gredos cheese, also called Tietar or La Vera, is farm-made from raw milk, coagulated with animal rennet at 25-30 ~ in 1.5-2.5 h. The coagulum is cut to rice-grain or smaller size, left to settle, scooped into moulds and pressed by hand. Cheeses, of flat cylindrical shape and weighing 0.8-1.2 kg, are dry-salted and ripened for 15 days at 8-10 ~ and 80-90% RH. If not consumed as fresh cheese, they are immersed in olive oil and held for 45-60 days at 8-10 ~ The pH declines from 6.27 on day 4 to 4.64 on day 45, while DM increases from 38% on day 4 to 45% on day 60. Most microbial groups reach maximum numbers after 15 days of ripening, with coliform counts of 105-106 cfu/g and coagulase-positive staphylococci counts of 102-103 cfu/g at that time. In 60-day-old cheese, coliform counts had decreased by 4 log cycles and coagulase-positive staphylococci by 2 log cycles. Residual ors- and [3-caseins were 22% and 40%, respectively, and NPN was 14.9% of total N in 60-day-old cheese (Medina et al., 1992). Cendrat del Montsec is made from raw milk inoculated with 3% Lc. lactis starter, coagulated at 15-20 ~ in 20 h using animal rennet. The coagulum is not cut, but scooped into cylindrical moulds where whey drains spontaneously for 6 - 7 h , and afterwards, cheeses weighing 1.5 kg are slightly pressed for 24 h.
Cheeses Made from Ewes' and Goats' Milk
Cheeses are dry-salted, and after 5 days are covered with oak ash. Ripening takes place at 10-15 ~ and 90-95% RH for 9 weeks. The pH increases from 4.02 in 1-day-old cheese to 4.40 in 63-day-old cheese, and the DM increases during this time from 46 to 53%. In ripe cheese, Ors-casein is almost completely degraded, but 50% [3-casein remains unaltered (Carretero et al., 1994). Due to the low pH value, coliforms and S. aureus were at low numbers (101-102 cfu/g) at the end of the ripening period (Mor-Mur et al., 1992). Valdeteja is farm-made from raw milk coagulated at 35 ~ with animal rennet in 105-120 min. The coagulum is cut to 1-cm-size grains, moulded and pressed for 12 h. Cheeses, fiat cylinders weighing 0.8-1.2 kg are dry-salted and ripened at 10-15 ~ and 70-80% RH for 30 days. During ripening, the pH declines to 5.1 on day 2 and 4.5 on day 10, and remains unchanged until day 30, while the DM is 48% on day 2 and increases to 62% on day 30. The acidity index of the fat increased from 0.89 on day 2 to 1.46 on day 30. Only 4-5% NPN of total N was found in 30-day-old cheese (Carballo et al., 1994). Armada cheese is farm-made from raw milk, to which a small amount of whey from the previous day is added, coagulated with animal rennet at 30 ~ in 60 min. The coagulum is cut, left to settle, cut again to a smaller size and scooped into cloths which are hung for 48 h. Afterwards, the curds are kneaded intensely by hand, transferred to new cloths, hung for a further 72 h and salt is added. The curds are kneaded again and moulded to cheeses, 20 cm in diameter and 20 cm high, which are wrapped in cloths and hung to ripen at 10-15 ~ and 70-85% RH for 60-120 days. During ripening, the pH declines to a minimum of 4.31-4.68 on day 7, increasing later to 4.89-5.25 on day 120, while the DM increases from 49-57% on day 7 to 75-82% on day 120 (Tornadijo et al., 1993). The NPN is 5.0% of total N on day 7 and increases to only 7.3% by day 120, whereas residual Ors- and [3-caseins were 93 and 98%, respectively, on day 120. Total FAAs increased from 2.1 g/kg on day 7 to 3.6 g/kg on day 120, and total FFAs increased in the meantime from 5.9 g/kg to 44.5 g/kg (Fresno et al., 1997). Cameros cheese is made from raw or pasteurized milk, coagulated at 32 ~ in 60 min with animal rennet. The coagulum is cut by hand, moulded in plastic baskets and slightly pressed for 8-12 h. Cheeses are dry-salted and ripened for up to 60 days at 12-14 ~ and 70-80% RH. Raw- and pasteurized-milk cheeses have been studied. A pH of 4.52-4.89 was reached on day 5, decreasing to 4.49-4.65 on day 30, followed by an increase to 4.70-4.98 on day 60. The DM was 51-56% on day 5 and increased to 79-83% on day 60. Proteolysis was slight, with only 5.0-7.7% NPN
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of total N on day 60. In raw-milk cheese, coliform counts were less than 10 cfu/g on day 60, but numbers of S. aureus were close to 106 cfu/g on days 5-15 and still over 103 cfu/g on day 30 (Olarte etal.,
2000). Recently, extensive studies on the effects of highpressure treatment on the microbiological (Capellas etal., 1996; Buffa etal., 2001b), physico-chemical (Trujillo et al., 1999; Capellas et al., 2001; Buffa et al., 2001a; Saldo et al., 2002) and textural (Saldo et al., 2000; Buffa et al., 2001c) characteristics of goats' milk cheeses have been carried out. High-pressure treatments of cheeses at 400-500 MPa improved microbiological quality, enhanced proteolysis and resulted in a more fluid-like texture. Lipolysis in cheeses made from high-pressure-treated milk was similar to that in raw-milk cheeses, and higher than lipolysis in pasteurized-milk cheeses. Cheeses made from high-pressure-treated milk were, like raw-milk cheeses, firmer and less fracturable than pasteurizedmilk cheeses.
More than 100 cheese varieties, many of them protected by a Designation of Origin, are made from ewes' or goats' milk in Europe. This rich heritage, dating in some cases from the Middle Ages, should be maintained for cultural and socio-economic reasons. Farming of ewes and goats and transformation of their milks into cheeses contribute to the sustainable development of many regions, mostly in Mediterranean countries. The peculiar flavour and texture typical of ewes' or goats' milk cheeses can be explained partly by compositional differences in caseins and fat, distinct from those of cows' milk. In raw-milk cheeses, a diverse microbiota composed of adventitious LAB (Cogan et al., 1997), but also of bacteria other than LAB, yeasts and moulds, contribute to their distinct sensory characteristics. In order to maintain the traditional characteristics of these cheese varieties, there is a need to preserve the biological diversity involved in the ripening process of ewes' and goats' milk cheeses, by the use of authoctonous lactic starters and mould cultures in their manufacture. Recent studies on ewes' and goats' milk cheeses have considerably enlarged our knowledge of their microbiology, chemistry and texture. However, current scientific information on many varieties, some of major economic importance, is still scarce and research for the better understanding and improving of their manufacture and ripening is needed.
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Cheeses Made from Ewes' and Goats' Milk
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Picon, A., Gaya, P., Medina, M. and Nufiez, M. (1995). The effect of liposome-encapsulated Bacillus subtilis neutral proteinase on Manchego cheese ripening. J. Dairy Sci. 78, 1238-1247. Picon, A., Serrano, C., Gaya, P., Medina, M. and Nuflez, M. (1996). The effect of liposome-encapsulated cyprosins on Manchego cheese ripening. J. Dairy Sci. 79, 1699-1705 Pierre, A., Le QuOre, J.-L., Famelart, M.-H., Riaublanc, A. and Rousseau, E (1998). Composition, yield, texture and aroma compounds of goat cheeses as related to the A and O variants of Otsl-casein in milk. Lait 78, 291-301. Pinna, G., Pirisi, A., Piredda, G., Addis, M. and Di Salvo, R. (1999). Effect of milk thermisation on Fiore Sardo DOP cheese. 2. The lipolysis progress during ripening. Sci. Tecn. Latt.-Cas. 50,366-377. Pirisi, A., Colin, O., Laurent, E, Scher, J. and Parmentier, M. (1994). Comparison of milk composition, cheesemaking properties and textural characteristics of the cheese from two groups of goats with a high or low rate of Otsl-casein synthesis. Int. Dairy J. 4, 329-345. Pirisi, G., Pinna, G. and Papoff, C.M. (1999a). Effect of milk thermisation on Fiore Sardo DOP cheese. 1. Physicochemical characteristics. Sci. Tecn. Latt.-Cas. 50,353-366. Pirisi, A., Piredda, G., Papoff, C.M., Di Salvo, R., Pintus, S., Garro, G., Ferranti, P. and Chianese, L. (1999b). Effects of sheep CCsl-casein CC, CD and DD genotypes on milk composition and cheesemaking properties. J. Dairy Res. 66,409-419. Poullet, B., Huertas, M., S~inchez, A., Caceres, P. and Larriba, G. (1991). Microbial study of Casar de C~iceres cheese throughout ripening. J. Dairy Res. 58, 231-238. Poullet, B., Huertas, M., S~inchez, A., C~iceres, P. and Larriba, G. (1993). Main lactic acid bacteria isolated during ripening of Casar de C~iceres cheese. J. Dairy Res. 60, 123-127. Queiroz-Macedo, I., Faro, C.J. and Pires, E. (1996). Caseinolytic specificity of cardosin, an aspartic protease from the cardoon Cynara cardunculus L.: action on bovine Ors- and [3-casein and comparison with chymosin. J. Agric. Food Chem. 44, 42-47. Ramos, M. and Martinez-Castro, I. (1976). Etude de la proteolyse du fromage type "Manchego" au cours de l'affinage. Lait 56, 164-176. Roman-Blanco, C., Santos-Buelga, J., Moreno-Garcia, B. and Garcia-Lopez, M.L. (1999). Composition and microbiology of Castellano cheese (Spanish hard cheese variety made from ewes' milk). Milchwissenschaft 54, 255-257. Sabio, E. and Vidal Aragon, M.C. (1996). Analysis of the volatile fraction of Ibores cheese. Alimentaria 278, 101-103. Sable, S., Letellier, E and Cottenceau, G. (1997a). An analysis of the volatile flavour compounds in a soft raw goat milk cheese. Biotechnol. Lett. 19, 143-145. Sable, S., Portrait, V., Gautier, V., Letellier, E and Cottenceau, G. (1997b). Microbiological changes in a soft raw goat's milk cheese during ripening. Enzyme Microb. Technol. 21, 212-220. Saldo, J., Sendra, E. and Guamis, B. (2000). High hydrostatic pressure for accelerating ripening of goat's milk cheese: proteolysis and texture. J. Food Sci. 65,636-640.
Saldo, J., McSweeney, P.L.H., Sen&a, E., Kelly, A.L. and Guamis, B. (2002). Proteolysis in caprine milk cheese treated by high pressure to accelerate cheese ripening. Int. Dairy J. 12, 35-44. Salles, C., HervO, C., Septier, C., Demaizieres, D., Lesschaeve, I., Issanchou, S. and Le QuOrO, J.-L. (2000). Evaluation of taste compounds in water-soluble extract of goat cheeses. Food Chem. 68,429-435. Salles, C., Sommerer, N., Septier, C., Issanchou, S., Chabanet, C., Garem, A. and Le Quere, J.-L. (2002). Goat cheese flavor: sensory evaluation of branched-chain fatty acids and small peptides. J. Food Sci. 67,835-841. Santoro, M. and Faccia, M. (1998). Influence of mould size and rennet on proteolysis and composition of Canestrato Pugliese cheese. Ital. J. Food Sci. 10,217-228. Sendra, E., Mor-Mur, M., Pla, R. and Guamis, B. (1999). Evaluation of freezing pressed curd for delayed ripening of semi-hard ovine cheese. Milchwissenschaft 54, 550-553. Sommerer, N., Salles, C., Prome, D., Prome, J.C. and Le Quere, J.L. (2001). Isolation of oligopeptides from the water-soluble extract of goat cheese and their identification by mass-spectrometry. J. Agric. Food Chem. 49,402-408. Sousa, M.J. and Malcata, EX. (1997). Comparison of plant and animal rennets in terms of microbiological, chemical, and proteolysis characteristics of ovine cheese. J. Agric. Food Chem. 45, 74-81. Sousa, M.J. and Malcata, EX. (1998). Identification of peptides from ovine milk cheese manufactured with animal rennet or extracts of Cynara cardunculus as coagulant. J. Agric. Food Chem. 46, 4034-4041. Storry, J.E., Grandison, A.S., Millard, D., Owen, A.J. and Ford, G.D. (1983). Chemical composition and coagulation properties of renneted milks from different breeds and species of ruminants. J. Dairy Res. 50, 215-229. Tavaria, EK. and Malcata, EX. (1998). Microbiological characterization of Serra da Estrela cheese throughout its Appellation d'Origine Protegee Region. J. Food Prot. 61,601-607. Tejada, L., Sanchez, E., Gomez, R., Vioque, M. and Fern~indezSalguero, J. (2002). Effect of freezing and frozen storage on chemical and microbiological characteristics in sheep milk cheese.J. Food Sci. 67, 126-129. The Greek Cheese page (1994). http://www.greece.org/hellas/cheese.html. Tornadijo, E., Fresno, J.M., Carballo, J. and Martfn-Sarmiento, R. (1993). Study of Enterobacteriaceae throughout the manufacturing and ripening of hard goats' cheese. J. Appl. Bacteriol. 75,240-246. Trujillo, A.J., Royo, C., Ferragut, V. and Guamis, B. (1999). Ripening profiles of goat cheese produced from milk treated with high pressure. J. Food Sci. 64,833-837. Tzanetakis, N., Litopoulou-Tzanetaki, E. and Manolkidis, K. (1987). Microbiology of Kopanisti, a traditional Greek cheese. Food Microbiol. 4, 251-256. Tzanetakis, N., Vafopoulou-Mastrojiannaki, A. and LitopoulouTzanetaki, E. (1995). The quality of white-brined cheese made with different starters. Food Microbiol. 12, 55-63. Vassal, L., Delacroix-Buchet, A. and Bouillon, J. (1994). Influence des variants AA, EE et FF de la caseine Otslcaprine sur le rendement fromager et les characteristiques
Cheeses Made from Ewes' and Goats' Milk
sensorielles de fromages traditionnels: premieres observations. Lait 74, 89-103. Ver~ssimo, P., Esteves, C., Faro, C. and Pires, E. (1995). The vegetable rennet of Cynara cardunculus L. contains two proteinases with chymosin and pepsin-like specifities. Biotechnol. Lett. 17, 621-626. Verissimo, P., Faro, C., Moir, A.J.M., Lin, Y., Tang, J. and Pires, E. (1996). Purification, characterization and partial amino acid sequencing of two new aspartic proteinases from fresh flowers of Cynara cardunculus L. Eur. J. Biochem. 235, 762-768. Vicente, M.S., Ib~il~ez, E C., Barcina, Y. and Barr6n, L.J.R. (2001). Changes in the free amino acid content during ripening of Idiaz~ibal cheese: influence of starter and rennet type. Food Chem. 72,309-317. Vieira de Sa, E and Barbosa, M. (1972) Cheesemaking with a vegetable rennet from cardo (Cynara cardunculus L.). J. Dairy Res. 39,335-343. Vioque, M., Gomez, R., S~inchez, E., Mata, C., Tejada, L. and Fern~indez-Salguero, J. (2000). Chemical and microbio-
299
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Acid- and Acid/Rennet-curd Cheeses Part A: Quark, Cream Cheese and Related Varieties D. Schulz-Collins, Arrabawn Co-op, Nenagh, Co. Tipperary, Ireland B. Senge, Technische Universit&t Berlin, Faculty of Process Sciences, Department of Food Rheology, Berlin, Germany
Fresh cheeses are unripened cheeses, which are manufactured by the coagulation of milk, cream or whey using acid, a combination of acid and rennet or a combination of acid and heat. Fresh cheeses are ready for consumption immediately after production. In most countries and cultures, there is some traditional form of flesh cheese. With increased globalisation and tourism, the various regional types of fresh cheese have begun to spread outside their regions of origin. Cream cheese, Cottage cheese, Quark or Tvorog, Fromage frais and Ricotta are among the better-known types. Quark (in German-speaking countries) or Tvorog (in Eastern European countries) is essentially a milk protein paste. It is milky white to faintly yellowish in colour; smooth, homogeneously soft, mildly supple and elastic in body; mildly acidic and clean in flavour. Due to the high moisture content (--~82%, w/w), the shelf-life is limited to 2-4 weeks at < 8 ~ There should be no appearance of whey, dryness or graininess, bacteriological deterioration, over-acidification or bitter flavour during storage (Kroger, 1980; Siggelkow, 1984; Guinee et al., 1993). Hot-pack Cream cheese ('Soft Cheese' in the UK; 'Fresh Cheese' in Germany) is a creamy-white, slightly acid-tasting product with a mild diacetyl flavour; its consistency ranges from brittle, especially for double Cream cheese (DCC), to spreadable for single Cream cheese (SCC). Cream cheese, which is very popular in North America, has a shelf-life of "-3 months < 8 ~ (Guinee et al., 1993). Hard and brittle structures can be obtained only in high-fat Cream cheese (55-60%, w/w, fat-in-dry matter (FDM); Walenta et al., 1988). Quark and Cream cheeses can be consumed plain or in sweet or savoury dishes. Most fresh cheeses are very versatile and particularly suitable for processing into fresh cheese preparations or various dishes (e.g., cheesecakes, sauces, desserts).
Fresh cheeses can be divided into various categories, e.g., by the method of coagulation- acid, acidrennet, acid-heat, etc., their consistency- paste, grainy or gel-like, or raw m a t e r i a l - milk or whey (Fig. 1). In comparison to most ripened cheeses, fresh cheeses are generally low in dry matter (DM) and, hence, low in fat and protein and high in lactose/lactate (Table 1). As most of the calcium is solubilised during the acid coagulation and removed with the whey, fresh cheeses are much lower in calcium than rennet-curd cheeses. Classification and definition of cheeses are, in most countries, controlled by a codex or law, as done in Germany (Table 2) with the Kaseverordnung (Cheese order; Anon, 1986). German Quark is defined as containing at least 18%, w/w, DM, at least 12%, w/w, protein and a maximum 18.5%, w/w, whey protein in the total nitrogen content; products with a DM < 18%, w/w, are to be labelled as Frischktise (Fresh Cheese; Anon, 1986). In other countries, definitions can be less stringent or nonexistent. Often, only total moisture and protein contents are specified, as for, e.g., Kwark or Verse kaas (Quark or Fresh cheese) in The Netherlands, i.e., moisture maximum 87%, w/w, and protein minimum 60%, w/w, of non-fat DM (Anon, 1994b). American Cream cheese (>33%, w/w, fat, 45%, w/w, DM), Neufchatel (20-33%, w/w, fat, 35%, w/w, DM) and German Double Cream (fresh) cheese (26.4-38.3%, w/w, fat, 44%, w/w, DM) are similar in composition and comparable to Petit Suisse or Fromage frais/t la cr~me cheeses of France (Anon, 1986; Kosikowski and Mistry, 1997). World cheese production experienced a low of --~14 million tonnes in 1992/1993 due to the crisis in the former USSR. In 1995-1996 an upward trend started again and world production increased to 15.4 million tonnes in 1999. When cheese production was analysed for 26 countries that accounted for ---80% of the world production in 2001 (Table 3), the most distinct tendency is the remarkable upward trend for fresh cheese, which increased by 38% (from 2 660 000 tonnes in
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
302
Quark,
Cream
Cheese
and
Related
Varieties
and a c i d - c u r d
Acid/rennet-
cheese
varieties
I
I Fresh c h e e s e s
I I
Standard varieties
[
I
-- Paste-like consistency --Quark and quark-related
-
[
Mainly acid coagulated varieties
Baker's cheese - Topfen -Tvorog, Tvarog, Twarogow - Fromage Frais -- Labneh, Labaneh - Buttermilkquark - Petit Suisse - Neufchatel --Ymer -- Chakka, Shirkhand -- Skyr - - Queso Blanco - Cream cheese -Double Cream cheese -
Other varieties
Ripened
acid-curd
cheeses
Harzer Mainzer Olmuetzer Quargel Topfkaese
~ Cottage cheese Acid-heat coagulated t Ricotta, Ricottone Mascarpone Queso Blanco, Queso Fresco
Gel-like consistency
L Layered white cheese (Schichtkaese) Fresh cheese varieties.
1990 to 3 662 000 tonnes in 1999). In i999, 32% of the total cheese production was fresh cheese, compared to 30% 10 years ago (Sorensen, 2001). One reason for the steady increase in output of fresh cheese is that the ingredient sector is becoming more and more important. Major producers are the US (with a large ingredient sector) and the E U - in which Germany, France and Italy produce the highest levels, although Spain and Denmark have also experienced a large increase. Neither The Netherlands nor New Zealand and Australia have a fresh cheese output of importance on the world market (Anon, 1994a; Sorensen, 2001). Of the total production of fresh cheeses in the EU, approximately 47% is produced in Germany, 35% in France and 13% in Italy. In Germany and France, fresh cheese constitutes 47% and 33% of total cheese production, respectively. In Europe, the per capita consumption of fresh cheese is highest in Germany (8.7 kg/year in 1999), followed by France, Poland and Iceland. Almost half of the fresh cheese consumed in Germany is Quark (4.0 kg/year); the balance is Cream, Cottage and other fresh cheeses. Especially high growth rates have been observed for fresh cheese preparations con-
taining fruit or herbs (Richarts, 2001). Fresh cheese consumption is also very high in the Middle-East (e.g., in Israel, 12.3 kg/year in 1998). In Eastern European markets, particularly in Russia and Poland, Tvorog-type cheeses represent up to two-thirds of total cheese consumption (Rouyer, 1997). Poland and Russia are amongst the biggest Tvorog producers in Europe. Mann (1978a,b, 1982, 1984, 1987, 1994, 1997, 2000) has been following and reviewing the world literature on the manufacture, composition and utilisation of Quark and related products for almost the last three decades. The production of fresh acid- or acid/rennet-curd cheeses typically involves the addition of a starter culture and a relatively small amount of rennet to skim milk. Under these conditions, the milk undergoes slow quiescent acidification resulting in the formation of a gel at a pH value near the isoelectric pH of casein (typically 4.8-4.6). The gel is then stirred and concentrated by one of the several techniques, such as centrifugation or ultrafiltration (UF), which involve removal of whey or permeate. The resulting product might be cooled and packaged directly (e.g., Speisequark) or further processed (e.g., heat-treated Quark desserts, Fig. 2).
Quark, Cream C h e e s e and Related Varieties
303
Approximate composition (%, w/w) of various fresh cheeses
Variety (German) Skim Quark (German) Single Cream cheese (German) Double Cream cheese American Cream cheese Neufchatel Labneh Skyr Ymer Lactofil Buttermilk Quark Whole milk Ricotta Part skim milk Ricotta Mascarpone Cottage cheese Baker's cheese Cebreiro cheese
Dry matter
Fat
Protein
Lactose and lactate
pH
> 18
<1.8
> 12
3-4
4.6
39
19.5
n.a.
3.5
4.6
44
26.4-38.3
n.a.
2-3
4.6
>45 >35 22-26 18.5-20.5 14.5 16 15 28-41
>33 20-33 7-10 0.2-0.4 3.5 5 0.75-0.95 13-17
n.a. n.a. 7-10 12.5-16.0 5-6 5-6 9-10 11.3-1 8
2-3 2-3 --~4.2 3.6-3.8 n.a. n.a. 3.5-3.6 3.0
4.6 4.6 4.0-4.2 4.6 4.6 4.6 4.5-4.7 5.7-5.8
25
8
12
3.6
5.8
45-55 21 26 30-35
45-55 4.5 0.2 15-17
7-8 12.5 19 --~12
n.a. 2.6 3-4 n.a.
5.8 n.a. 4.6 4.55
Compiled from Anon, 1986; Tamime and Robinson, 1988; Jelen and Renz-Schauen, 1989; Modler and Emmons, 1989; Lehmann et aL, 1991; Guinee et aL, 1993; Kessler, 1996; Kosikowski and Mistry, 1997; Ozer et aL, 1999; Boone, 2001a,b; Fernandez-Albalat et aL, 2001.
Compositional specification of fresh cheeses according to German regulations
Fat category (Fettstufe)
German Quark Dry matter (%) Protein (%) Fat in dry matter (%) Fat, absolute (%)
Skim
Quarterfat a
Halffat
Threequarter fat
Fat
Fullfat
Cream
Double Cream
>18.0 b >12.0 c <10 <1.8
19.0 11.3 10.0 1.9
20.0 10.5 20.0 4.0
22.0 9.7 30.0 6.6
24.0 8.7 40.0 9.6
25.0 8.2 45.0 11.3
27.0 8.0 50.0 13.5
30.0 6.8 60-maximum 87 18.0-26.1
German Fresh Cream cheese d (Rahmfrischkiise) Dry matter (%) Fat in dry matter (%) Fat, absolute (%) German Fresh Double Cream cheese d (Doppelrahmfrischkiise) Dry matter (%) Fat in dry matter (%) Fat, absolute (%) a Layered cheese (SchichtkAse) is defined as quarter-fat cheese. b Products with DM <18% are to be labelled as Fresh cheese (Frischk&se). c German Quark: whey protein must not exceed 18.5% of total protein. d Compositional specification varies greatly with country. Data from K&severordnung (German Cheese regulations, Anon, 1986).
39.0 50.0 19.5 44.0 60-maximum 87 26.4-38.3
304
Quark, Cream Cheese and Related Varieties
Annual Fresh Cheese Production and Consumption (Approximate values based on data available for period 1990-1999)
Region~Country
Production 1990
Production 1999
Major types a
('000 tonnes)
('000 tonnes)
Per capita consumption 1999 (kg/head)
Mainly Quark
637in 1991 465 n.a. 307 in 1992 56in 1992
748 558 264 380 44.8 b
8.7 7.7 6.7 5.7 in 1992 3.6in 1992
424 48 31 37 32 24 12 n.a. 13 4.0 n.a. 1.6 1 n.a. n.a.
n.a. 85 36 52 24 42 14-20 d 18 in 1998 4.8 11 13.1 5.3 1.8 1 12.1 7.0
4.5in -1990 2.1 0.6 c 1.0 in 1996 n.a. 4.3 4.1 n.a. 2.5in 1996 2.2 0.2in 1998 <0.5 6.4 0.2 n.a. 4.7
60.2
75.3in 1998
12.3 in 1998
Europe Germany France Poland Italy Czech and Slovak Republics Russia Spain UK Denmark Austria Hungary Belgium Greece Finland The Netherlands Switzerland Ireland Iceland Norway Sweden Estonia
Asia Israel
Topfen (Quark) only
Quark only
Excluding whey cheese Fresh and soft cheese Quark only Including Quark, Cottage cheese and salted cheeses
Oceania Australia New Zealand America Canada USA
Includes Mozzarella, Ricotta, Cream and Cottage cheese
South Africa
17
48
1.2
n.a.
n.a.
n.a.
51 1069
54 1585
0.7 5.4in 1998
1.7
3.4
0.08
a If not otherwise stated, mainly Quark/'lvorog, Cream cheese, Cottage cheese and Mozzarella. b Czech Republic only. c Based on estimated production and population figures. d In 1999, output has been affected downwards due to contamination with dioxin. n.a., Data not available. Compiled from Guinee et al., 1993; Anon, 1994a; Serensen, 1995, 2001; Richarts, 2001.
Many manufacturers produce Cream cheese and similar products without rennet. In some acid-curd cheeses rennet may be added, but in much smaller quantities (2-20 ml of standard strength rennet/1000 1 of milk) than for rennet-curd cheeses ( - 2 0 0 m l of standard strength rennet/1000 1 of milk). The weaker acid gel in
comparison to an acid-rennet gel requires modifications of, for example, agitators and pumps. The process of acid gelation will be covered in 'Formation, Structural Properties and Rheology of Acid-coagulated Milk Gels', Volume 1. The present chapter will focus on the combined acid-rennet gelation. Despite its importance in the technology of fresh cheeses, gel formation upon combined continuous
Quark, Cream Cheese and Related Varieties
305
~ Standardisedmilk) I Pasteurisationand homogenisationI ._1._1 Acidificationand pre-ripening I _~_ =', Renneting ~
"~ ~ Culture J [' Rennet
Acidification and coagulation Stirring _~_ Thermisation
)
_"-k,,. f Whey/permeate
Curd Cooling
. . . . . .Cooling-{. ........
.......
i .......
-I
.......
1- .......
.a
Mixing with cream, fruit, vegetables
M,x,n0 w,th cream, fruit, vegetables, stabilisers
) [
l
I M,x,ng w,th sa,t, I I M,x,n0 w,th sa't I stabilisers 1
I Pasteurisation I I Heattreatment I I
Cooling
1
Packing
@
I I .......
Cooting
I
HomogenisationI I Homogenisation I
ve0i'aes i ve0etaes
_~_ . . . . . . . . . . . . . . . .
_t ................
_! ........
,____Whippip_g.... 2 ', Mixingwith fruit,' ' Mixingwith fruit,' . . . . . . . . . . . . . . . . . . . . . .
I
I
Packing
-~- . . . . . . .
Cooling
I
l
Packing
II
Packing
I
uark, Topfen,~ aker's cheese,] (Quark dessert) f Hot-pack ~ f Cold-pack vorog, SkyrJ ~Cream cheeseJ LCream cheeseJ
Generalised flow-chart for the manufactureof fresh cheese. Optional processing steps (---) (from Guinee et aL, 1993; Ottosen, 1996). acidification and renneting has been relatively underresearched until recently. A few studies were dedicated to the subject around 10 years ago (kehembre, 1986; Noel, 1989; Dalgleish and Horne, 1991; Noel et al., 1991). Observations remotely related to acid-rennet coagulation or acid-rennet gels have been reported (Roefs, 1986; van Hooydonk et al., 1986a; Zoon et al., 1989; Roefs et al., 1990; Attia et al., 1993; Walstra, 1993; Gastaldi et al., 1996; Herbert et al., 1999; Kelly and O'Kennedy, 2001). Recently, there has been a renewed interest in the study of milk coagulation after
combined acidification and renneting using more sensitive rheological instruments (Schulz et al., 1999; Lucey et al., 2000; Schulz, 2000; Tranchant, 2000; Tranchant et al., 2001).
Physico-chemical changes Acidification promotes two major physico-chemical changes: a reduction of the negative surface charge on the casein micelles and solubilisation of micellar calcium phosphate. These changes (which influence other related
306
Quark,
Cream
Cheese
and
Related
Varieties
physico-chemical properties) confer metastability on the casein system, which, through structural rearrangements, reaches a new stable state in the form of a gel network. Physico-chemical changes induced by acidification (and limited renneting) have been discussed comprehensively by Guinee et al. (1993). Physico-chemical changes in combined acid-rennet gelation are to a large extent similar to acid gelation. However, there are differences that are discussed briefly below. The dissociation of calcium phosphate upon acidification is not altered by the addition of a small amount of rennet (van Hooydonk et al., 1986b). The dissociation of casein from the micelles (mainly [3-casein) is at a maximum at pH 5.6 and 30 ~ This maximum is less pronounced during the acidification of renneted milk and is caused more by non-specific rennet-induced proteolysis of [3-casein (van Hooydonk et al., 1986b). Both voluminosity and solvation are reduced slightly between pH 6.7 and 4.6 during combined acidification and renneting (Fig. 3). Maximum voluminosity and solvation are at pH 5.3 during acidification. This maximum is less pronounced for renneted milk and is shifted to pH 5.6. In contrast to pure acidification, renneting reduces the solvation and voluminosity by 27% and 37% at pH 6.7 and 5.3, respectively (van Hooydonk et al., 1986b). Creamer (1985) measured a weak maximum at pH 5.1 using different renneting conditions (e.g., renneting at 6 ~
.c_
Mechanism
Slow acidification leads to two 'adverse' reactions. On one hand, the casein micelles tend to aggregate due to the reduced negative surface charge and therefore reduced hydration and, hence, increased hydrophobic interactions; on the other hand, casein micelles disintegrate as a result of the solubilisation of colloidal calcium phosphate, which is completely in solution at pH 5.2 at 20 ~ (Walstra and Jennes, 1984; Heertje et al., 1985; Roefs, 1986; van Hooydonket al., 1986b; Gastaldi et al., 1996). As long as the pH is above the clotting pH (e.g., 5.3 at 30 ~ the disintegration processes dominate, i.e., no gel is formed. At a pH below 5.3, the aggregation forces are greater than the disaggregation forces (solubilisation of colloidal calcium phosphate), i.e., a gel is formed (Guinee et al., 1993). The mechanism during a combined acid-rennet gelation is even more complex. The effects of combined acidification and renneting are synergistic, with acidification potentiating the aggregating tendency of the renneted casein particles. The presence of renneted sites, i.e., supplementary reactive sites on the acid-modified casein particles, may mitigate the adverse effects of on-going casein demineralisation on gel cohesiveness and, ultimately, contribute to the structure of what may be regarded as a rennet-reinforced acid milk gel (Tranchant et al., 2001). A local maximum in complex viscosity (7/*) or storage modulus (G') around pH 5.6 has been reported by
4.0
4.0
3.0
3.0
E
O
~_
//../-"
"1"
---" ~ "-- -E..
. . ... .. . . . .-..-.. -o
_ ...--;or "
2.0
2.0 -
1.0
...-.E5
..
--
OS...
_ ..-IE]
I
I
I
I
I
I
4.6
5.0
5.4
5.8
6.2
6.6
pH
1.0
I
i
i
i
i
i
4.6
5.0
5.4
5.8
6.2
6.6
pH
Solvation (A) and voluminosity (B) of casein in three milk samples at 30 ~ during acidification (--) or combined renneting and acidification (---) (reproduced from van Hooydonk et aL, 1986a).
Quark, Cream Cheese and Related Varieties
several authors during combined acidification and renneting of milk, indicating a local maximum in gel strength or firmness (van Hooydonk et al., 1986a; Noel, 1989; Noel etal., 1991; Walstra, 1993; Schulz etal., 1999; Lucey et al., 2000; Schulz, 2000; Tranchant et al., 2001). On lowering the pH below 5.6, the firmness diminishes until pH 5.3-5.0 and, thereafter, increases again on further acidification towards the isoelectric pH (Fig. 4). Depending on experimental conditions, the local maximum and minimum have been found at different pH values; pH 6.0-5.5 and 5.5-5.0 at 40 ~ (Tranchant et al., 2001); pH 5.60-5.00 and 5.00-4.95 at 30 ~ (Schulz, 2000); pH 5.60 and 5.00 at 30 ~ (Noel, 1989); pH 5.6 and 5.3 at 25 ~ (van Hooydonk et al., 1986a), respectively. A local maximum has been reported at pH 5.3 at 30 ~ (Dalgleish and Horne, 1991) and a local minimum at pH 5.10-5.20 at 30 ~ (Lucey et al., 2000). The local maximum is most pronounced if the rennet concentration is high, the heat treatment is low and the pH at renneting is high. Addition of CaC12 does not markedly influence the presence of the local maximum (Luceyet al., 2000; Schulz, 2000; Tranchant et al., 2001). The local maximum occurs only if the acid coagulation sets in at an advanced stage of rennet-induced coagulation (Schulz, 2000). Similar to Noel (1989) and Tranchant et al. (2001), Schulz (2000) divided the coagulation process into several distinct stages, to which the following fermentation processes can be related: (i) adaptation of the starter and acidification until the desired pH of renneting;
307
(ii) primary phase of rennet coagulation (enzymatic hydrolysis of K-casein); (iii) onset of the secondary phase of rennet coagulation (aggregation and gel formation), i.e., complex viscosity increases; (iv) transition from rennet-type to acid-type gel and concominant microsyneresis (occurs if the gel is constrained and cannot shrink); segregation into dense and less dense gel network on a local scale, leading to wider pores on average (Walstra, 1993), i.e., complex viscosity decreases; (v) predomination of acid coagulation, formation of the final acid-rennet gel, i.e., a second increase in complex viscosity; (vi) syneresis; shrinking of casein strands, causes microsyneresis (no visible whey expression), followed by macrosyneresis (visible whey expression), i.e., complex viscosity decreases again. It is assumed that the decrease in firmness after the local maximum in the viscosity/time curve is due to demineralisation of the forming rennet gel, which is almost completed at pH 5.3-5.1 (Heertje et al., 1985; van Hooydonk et al., 1986b; Noel, 1989; Zoon et al., 1989; Gastaldi et al., 1996). Rheological properties of acid-rennet gels formed at pH values >---5.2 are essentially similar to those of rennet-induced gels, while at pH values <--5.2, the properties are similar to those of acid casein gels. At pH ---5.2, rennet-induced gels have a very high permeability coefficient and tan ~ (loss tangent) which indicates increased relaxation behaviour (shorter lifetime)
7.0 "1" Q.
6.0 5.0 4.0 180
"~" 160 a_ 140 E 120 O o
.-~ > x o_ E 0 o
Max1
IP1
IP3
Max2
4.0 3.5 3.0 2.5 2.0
100
1.5
80
1.0 0.5
60 40 20 ........................ ..........A 0 100 300
.n
8 "E" o FE ~ "~
x
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~g o ~ '~
000 ~ ~ -.5 ~ IP2
J I
500
Min I
I
I
700
900
1100
-1.0 rr -1.5 1300
Time (min)
Figure 4 Typical curves for complex viscosity (mA-) and rate of viscosity increase (m) during combined acid-rennet coagulation of skim milk. RA, rennet addition; A, aggregation; IP1, IP2 and IP3, inflection points 1, 2 and 3 of the complex viscosity/time curve (i.e., rate of complex viscosity increase is at a maximum or minimum); Max1 and Max2 donate the local (primary) and final maximum of viscosity/time curve (i.e., rate of complex viscosity increase is 0); Min donates a local minimum in the complex viscosity/time curve corresponding to a temporary reduction between the Max1 and Max2 (redrawn from Schulz et aL, 1999).
308
Quark, Cream Cheese and Related Varieties
of protein-protein bonds (Roefs et al., 1990; Lucey et al., 2000). In acid-induced gels, most bonds presumably are protein-protein salt bridges, and these are most abundant at pH 4.6, implying that the number of bonds keeping the gel together decreases on increasing the pH. At pH 6.7, the bonds may be mostly of the colloidal phosphate type, and lowering the pH leads to dissolution of colloidal calcium phosphate and, hence, to a reduced number (or strength) of bonds. At pH ---5.2, the resulting number of bonds presumably is at a minimum (Roefs, 1986; Roefs et al., 1990; Walstra, 1993; Lucey et al., 2000). The process of combined acidification and renneting marks a gradual transition from a rennet-type casein gel to an acid-rennet-type gel with a local minimum in complex viscosity or gel modulus due to microsyneresis which leads to a coarsening of the gel network (Lucey et al., 2000; Schulz, 2000). During microsyneresis, the gel network becomes more dense at some sites on a local scale and less dense at others. The surface-weighed average pore size and permeability increase (Walstra, 1993). Figure 5 shows that the permeability increases strongly with decreasing pH; the rate of change in the permeability over time is a measure of the tendency of a gel to exhibit syneresis (Walstra, 1993). The maximum in tan 8 at the local minimum during acid-rennet gelation (e.g., Noel, 1989; Noel et al., 1991; Lucey et al., 2000; Tranchant et al., 2001) is an indicator of the increased susceptibility of the gel to rearrangements and (micro-) syneresis (van Vliet et al., 1991; Lucey et al., 2000). Figure 6 shows the tendency of rennet gels to synerese as a function of pH and temperature (Roefs et al., 1990). There is a very sharp transition from the region of rapid syneresis to that of no syneresis around
4O
oG
Rapid syneresis
v
(D
3o
No
syneresis
!--
20 I
4.5
I
/
5.5 pH
6.5
Tendency of rennet-induced gels to synerese as a function of pH and temperature (redrawn from Roefs et aL, 1990).
pH 5.15, a transition that is hardly temperature dependent. Factors that influence the combined acidification and renneting process
The most important characteristics of acid gels (e.g., yoghurt) and acid-rennet gels (e.g., curd for Quark) are their gel strength and tendency to expel whey. Syneresis is desirable to a degree during Quark production at the separation step; however, spontaneous syneresis is undesirable in the finished product. Spontaneous syneresis is understood as the contraction of a gel without the application of any external force (e.g., separator or UF) and is related to instability of the gel network, i.e., large-scale rearrangements resulting in the loss of the ability to entrap all the serum phase (Walstra, 1993; Lucey et al., 2001). The acid (-rennet) gel structure determines quality aspects such as mouthfeel (i.e., smoothness and creaminess), appearance (coarseness) and physico-chemical stability (wheying-off) during processing and storage. Factors that influence the acidrennet gelation will be discussed below. Rennet concentration
pH 5.35 ~E
5.75
9~->' 1.0 c,
5.97
(1)
E
a_ 0.5
pH 6.33
0
~
p
I 0
1
H
I
6.68
I
2 3 Time (h)
Permeability of rennet-induced skim milk gels as a function of time after renneting at 30 ~ and various pH values (redrawn from Walstra, 1993).
German-type Quark and East European Tvorog are usually produced using small amounts of rennet in order to improve the draining characteristics of the curd, to reduce casein fines and increase curd firmness (Jelen and Renz-Schauen, 1989). Rennet is also known to produce bitter peptides by its proteolytic activity; therefore, a high rennet concentration can lead to bitterness in Quark (B~iurle et al., 1984; Sohal et al., 1988; Shah et al., 1990). The typical rennet concentration used in commercial Quark manufacture, depending on rennet type and strength, is 2-20 ml of standard strength rennet per 1000 1 of milk (Table 4). The rennet action enhances the destabilisation and aggregation of the casein micelles during acidification, i.e., the ratio between aggregation and disaggregation
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309
310
Quark, Cream Cheese and Related Varieties
forces during the early stages of acidification is increased (Guinee et al., 1993). If Quark is produced using acidification only, the coagulum is cut at pH 4.7-4.5 whereas the acid-rennet gel can be cut at a higher pH (4.8-4.9). The shift of the maximum storage modulus of a pure acid-induced gel from pH 4.5 to 4.7-4.8 for an acid-rennet gel is explained by the higher isoelectric point of the para-K-casein in comparison to the K-casein (Roefs et al., 1990). Therefore, over-acidification can be prevented by rennet addition. If the heat treatment is severe (i.e., 95 ~ for 5 min), there are no perceptible differences in UF Quark made with or without rennet (Sachdeva et al., 1993) as the casein is less susceptible to rennet hydrolysis when complexed with denatured whey protein. Ultrafiltration- or Thermoquarks are usually heated in the region 88-95 ~ for 3-6 min. If rennet is used in the process to obtain a firmer product, a lower heat treatment is used, i.e., 88 ~ for 3 min. Much firmer gels are produced when a small amount of rennet is added at the beginning of acidification as the enzymatic reaction is accelerated by lowering the pH (Fig. 7; Lehmann et al., 1991; Schkoda, 1998; Herbert et al., 1999; Schulz et al., 1999; Lucey et al., 2000; Schulz, 2000; Tranchant et al., 2001). The addition of rennet at the beginning of acidification induces a coarser network (Bishop et al., 1983; Roefs et al., 1990; Schkoda, 1998; Lucey et al., 2000; Schkoda et al., 2001a). Particle strands of stirred acid-rennet gels are thicker than in stirred acid gels, i.e., casein micelles partially fuse together (Roefs, 1986; Roefs et al., 1990; Schkoda, 1998). Casein particles in acidset curd are smaller than from enzyme-acid-set curd throughout various stages of Cottage cheese produc-
tion, i.e., after cutting, cooking and draining (Bishop et al., 1983). Rennet gels at pH 6.7 (tan 6 = 0.60) are more viscous-like than acid gels at pH 4.6 (tan ~ = 0.27) or acid-rennet gels at pH 4.6 (tan 6 = 0.26). As tan 6 is related to the relaxation of bonds in the gel during its deformation, rennet-induced gels are more prone to syneresis (Roefs, 1986; Roefs et al., 1990; Walstra, 1993). Therefore, syneresis of combined gels increases strongly with increasing rennet concentration (Roefs, 1986; Walstra, 1993; Schkoda, 1998; Schkoda et al., 2001a). However, Lucey et al. (2001) found more syneresis in low-rennet-GDL gels (10 ml of a double strength calf rennet/1000 1 of milk) than in high-rennet-GDL gels (150 ml/1000 1) for heated and unheated milks. Various parameters of rennet gels, acid gels and acid-rennet gels are compared in Table 5. In addition to the milk coagulation initiated by acidification alone, two other distinct types of coagulation profiles (Fig. 7) were identified, depending on the relative contribution of acidification versus renneting to initial gel formation (Dalgleish and Home, 1991; Schulz et al., 1999; Schulz, 2000; Tranchant, 2000; Kelly and O'Kennedy, 2001; Tranchant et al., 2001). Up to a certain, i.e., 'critical', rennet concentration, gel formation and firming due to acidification and renneting occur simultaneously, i.e., truly combined acidification and renneting (Schulz, 2000; Tranchant et al., 2001). This 'critical' rennet concentration was found to be 1.7-2.2 ml rennet per 1000 1 of milk (see Table 4 for rennet strength) at 30-40 ~ and a renneting pH of 6.4-6.6 (Dalgleish and Horne, 1991; Schulz et al., 1999; Tranchant et al., 2001). The highest gel firming rate and final complex viscosity of acid-rennet gels were found at this critical rennet concentration (Schulz etal.,
c
200
6.5
180 160 EL
6.0
E 140 v
120 g
~00
~"
80
~. 8
"r
5.5
6o
b
40 20 0 200
a 400
600
800
1000
5.0 4.5 1200
Time (min) Time-related change in complex viscosity (m) and pH ( ) of skim milk treated with a mesophilic starter culture and rennet (Fromase 220TL, DSM Food Specialties B.V., Dortmund) at different levels (ml rennet/1000 I milk: a, 0; b, 0.5; c, 2; d, 9; e, 20) during slow and quiescent acidification at 31 ~ (redrawn from Schulz, 2000).
Quark,
Properties of skim milk gels obtained by renneting (aged for about 1 h), by acidification (aged for 6-16 h) or by combined renneting and acidification. All gels were formed by slow quiescent acidification using GDL at 30 ~
pH Elastic modulus, G' at = 0.01 rad s -1 (Pa) Loss tangent, tan 8 at ~o = 0.01 rad s -1 Fracture stress (Pa) Fracture strain ( - ) Permeability B (l~m2)
Rennet gel
Acid gel
Combined gel
6.65 32
4.6 20
4.6 800
0.55
0.27
0.27
10 3.0 0.25
100 1.1-1.5 0.15
300 0.7 0.28
Data from Roefs et aL, 1990; Walstra, 1993; Lucey et al., 2000.
1999). Rennet concentrations higher than the 'critical' value lead to a distinct local maximum in gel consistency followed by a local minimum, i.e., sequential formation of rennet gel and acidification (Schulz, 2000; Tranchant et al., 2001). Rennet addition shortens the clotting time, and gelation occurs at a higher pH (Noel, 1989; Noel et al., 1991; Schkoda, 1998; Lucey et al., 2000; Schulz, 2000). There is a linear relationship between the inverse of rennet concentration and the clotting time as well as the time to reach the local viscosity maximum for the combined acidification-renneting method (Schulz, 2000). On increasing the rennet concentration in the range 0-20 ml/1000 1, the pH at aggregation and the local maximum of the complex viscosity increased
Cream
Cheese
and Related Varieties
311
from pH 5.44 to 6.31 and 5.05 to 5.38, respectively (Fig. 8; Schulz et al., 1999; Schulz, 2000; Fromase 220TL, DSM Food Specialties B.V., Dortmund). However, the local viscosity minimum and final viscosity maximum occured at the same pH, i.e., pH 4.95 and 4.45, respectively, when rennet was added at pH 6.45 and 30 ~ The complex viscosity of the local maximum is constant, i.e., does not change with rennet concentration. After the local maximum, the complex viscosity at all points, e.g., inflection points, local minimum and absolute (final) maximum in the viscosity curve (Fig. 4), decreases at rennet concentrations above the critical rennet concentration (Schulz, 2000). Noel et al. (1991) observed an initial increase of the storage modulus at the local maximum and then a slight decrease. Not only are acid-rennet gels firmer, but also the apparent viscosity of stirred products like Quark is higher than in those made by acidification alone. Syneresis of Quark produced by acid-rennet coagulation is also higher than in purely acid-fermented Quarks (Shah et al., 1990; Schkoda et al., 2001a). Heat treatment
Heat treatment of milk has very different effects on acid, rennet and acid-rennet coagulation and gels. Heat treatment of milk at > 70 ~ causes denaturation of the whey proteins, ot-lactalbumin and [3-1actoglobulin, some of which may complex with micellar K-casein by hydrophobic and disulphide intermolecular interactions (Smits and van Brouwershaven, 1980; Law et al., 1994; Lucey 1995; Singh, 1995). The yield of Quark can be increased by heat denaturation of the whey proteins (Puhan and Pltieler, 1974; RA
6.5 6.3
Enzymatic hydrolysis
.---------
6.1
A
5.9 5.7
Initial aggregation
IP1
-r{3. 5.5 5.3 5.1 4.9
Max1 /
~
4.7 4.5
I 2
Microsyneresis
Acid gel formation I I I 4 6 8 Rennet concentration (ml/1000 I)
IP3
I 10
Phases during combined acid-rennet coagulation of skim milk as a function of rennet concentration. The skim milk was heat-treated at 72 ~ for 30 s; gelation at 31 ~ was initiated by a mesophilic starter culture and rennet (Fromase 220TL, DSM Food Specialties B.V., Dortmund) at pH 6.45. The pH was measured at various points obtained from the complex viscosity/time curve (as in Fig. 4). RA, rennet addition; A, aggregation (initial increase of complex viscosity); IP1 and IP3, inflection points 1 and 3; Max1, local maximum (redrawn from Schulz, 2000).
312
Quark, Cream Cheese and Related Varieties
Sheth et al., 1988; Shah et al., 1990; Kelly and O'Donnell, 1998; Mara and Kelly, 1998) as exploited in the Thermoprocess. However, in the Thermoprocess, a higher level of rennet and a secondary heating prior to whey separation are necessary to enhance whey expulsion to give the desired DM content. The resulting Quark is softer and creamier than the traditional separator-type Quark (Dolle, 1977, 1981; Ott, 1977). In particular, when rennet is used in Quark production, the heat treatment must be lower than in yoghurt production. The degree of hydration and apparent viscosity of stirred acid-rennet gels (7%, w/w, protein) increase markedly up to a degree of whey protein denaturation of 30% when heated to 80 ~ with only a slight further increase at higher levels of whey protein denaturation (Schkoda, 1998). The optimum degree of whey protein denaturation for fresh cheese is 75-80%. If it is too low, the consistency of the product will be too soft, and not creamy; however, over-denaturation, i.e., at a temperature >120 ~ leads to protein aggregation which causes sandiness in the fresh cheese (B~urle et al., 1984; Schkoda and Kessler, 1997a,b). Depending on the manufacturing method used, the heat treatment is usually in the range 88-95 ~ for 3-6 min for Thermo- or UF Quarks (e.g., B/iurle et al., 1984; ROckseisen, 1987; Sachdeva et al., 1993; Rogenhofer et al., 1994). Several authors have observed spontaneous syneresis in combined gels made from unheated milk (Schulz, 2000; Lucey et al., 2001; Tranchant et al., 2001). Confocal scanning laser micrographs of acid-rennet gels made from unheated milk showed much larger pores than acid-rennet gels made from heated milk. This was
6.5
confirmed by permeability measurements (Lucey et al., 2001). Acid-rennet gels made from unheated milk are extremely prone to spontaneous whey separation, possibly due to considerable rearrangements of aggregated particles at an early stage of the gelation process (Schulz, 2000; Lucey et al., 2001). In pure acid coagulation, gelation occurs more rapidly and at a higher pH with increasing heat treatment (Heertje et al., 1985; Banon and Hardy, 1992). During combined acidification and renneting of low-heated milk (74 ~ for 30 s) or high-heated milk (86 ~ for 6 min), the pH at which aggregation begins remained constant at 6.3 but the pH for the local maximum (Maxl in Fig. 4) decreased from 5.6 to 5.0 (Fig. 9; Schulz, 2000). The initial increase in complex viscosity of acid-rennet gels is reduced by the heat treatment of milk (Lucey et al., 2000; Schulz, 2000). As this stage relates to the secondary phase of rennet coagulation (Schulz, 2000), this confirms the findings that this phase is more adversely affected by heat treatment than the enzymatic phase of rennet coagulation. Acid-rennet gels made from heated milk are firmer than those from unheated milks because the casein is crosslinked by denatured whey proteins and the local maximum/minimum are less pronounced due to reduced (micro-) syneresis (Lucey et al., 2000; Schulz, 2000). The maximum tan is smaller in gels from heated milks compared to unheated milks (---0.43 and 0.51, respectively), indicating that the proteins undergo fewer large-scale rearrangements (Lucey et al., 2000). Confocal micrographs indicate that the pores are much smaller and
RA A
Enzymatic hydrolysis
6.3 6.1
Initial aggregation
5.9 5.7 "T" T 5.5
IP1
~Maxl
Q.
5.3 5.1
Micro~ s y n e r e s i s ~
Rennet gel formation IP3
4.9 Acid gel formation
4.7 4.5
1:0
1 "1 Ratio Low-heatedhigh-heated skim milk
0:1
Phases during combined acid-rennet coagulation of skim milk as a function of the ratio of low-heat-treated skim milk (74 ~ for 30 s) and high-heat-treated skim milk (86 ~ for 6 min) in the milk blend used for gelation; gelation was initiated at 31 ~ by a mesophilic starter culture and 9 ml/1000 I rennet (Fromase 220TL, DSM Food Specialties B.V., Dortmund) at pH 6.45. The pH was measured at various points obtained from the complex viscosity/time curve (as in Fig. 4). RA, rennet addition; A, aggregation (initial increase of complex viscosity); IP1 and IP3, inflection points 1 and 3; Max1, local maximum (redrawn from Schulz, 2000).
Quark, Cream Cheese and Related Varieties
there appears to be more interconnectivity of the network in acid-rennet gels made from heated milk than those from unheated milk (Lucey et al., 2000).
313
The clotting time is also reduced at lower pH values during combined acidification and renneting (van Hooydonk et al., 1986a; Noel et al., 1991; Schulz et al., 1999; Schulz, 2000). There are discrepancies over the following stages of the coagulation process. Nod et al. (1991) investigated the effect of renneting pH in the range 5.98-6.62 up to the local minimum. At low rennet concentrations, the clotting time decreases markedly with decreasing pH whereas at high rennet concentrations the clotting time is independent of the renneting pH. The complex viscosity of acid-rennet gels at the local maximum (Maxl in Fig. 4) increases with decreasing pH for all rennet levels. Schulz et al. (1999) and Schulz (2000) found no difference in the final viscosity for renneting pH between 6.6 and 5.8. However, the initial aggregation reactions, i.e., due mainly to rennet, are affected by the renneting pH. If the rennet is added at a pH below 6.0, the typical local maximum and minimum are less pronounced as the two processes of acidification and renneting occur simultaneously. The pH values for clotting (pH 6.40-5.63), inflection point 1 (pH 5.65-5.17) and local maximum (pH 5.16-5.02) are directly related to the renneting pH (pH 6.6-5.8) whereas the pH values for the local minimum (pH 5.0), inflection point 3 (pH 4.80--4.85) and the final maximum (pH 4.45--4.50) are influenced solely by the acidification and not by the pH at renneting (Fig. 10). At pH values >5.9, the pH at which the rennet is added does not affect the magnitude of the complex viscosity ~/* of acid-rennet gels at the local maximum, local minimum and final maximum (Schulz, 2000). No information is
pH at renneting In Quark manufacture, rennet is rarely added simultaneously with the culture, but after 60-90 min when the pH is around 6.3. The correct moment of rennet addition and the effect on structural properties is based mainly on empirical experience. The pH value at which rennet is added (Table 4) varies from the natural pH to 6.00, and is mainly around 6.30-6.45. During rennet coagulation alone, the clotting time is markedly reduced at lower pH values as the pH is very important for the enzymatic activity of the rennet, with an optimum at pH 6.0 (Mehaia and Cheryan, 1983; van Hooydonk et al., 1986a; Zoon et al., 1989; Fox and Mulvihill, 1990; Dalgleish, 1992). With decreasing pH, the aggregation of micelles starts at a lower conversion of K-casein to para-K-casein (70% at pH 6.7 compared to 30% at pH 5.6) and the rate of aggregation and gel formation increases (van Hooydonk et al., 1986a). This is due mainly to the higher calcium ion activity at low pH values; the rate of aggregation is doubled by reducing the pH from 6.8 to 6.3 (Dalgleish, 1992). A lower pH possibly also leads to a faster rearrangement of strands and fusion of micelles, resulting in a faster increase in the storage modulus (G') directly after the onset of gelation and the earlier attainment of a plateau value of the storage modulus (Zoon et al., 1989).
RA 6.5
A
6.0 Initial aggregation -r
IP1
5.5
O.
~ 5,0
~
Rennet gel formation ~
Max1 Microsyneresis
-
IP3
Acid gel formation 4.5
5.8
, 6.0
I
I
I
6.2
6.4
6.6
pH at rennet addition Phases during combined acid-rennet coagulation of skim milk as a function of pH at rennet addition. The skim milk was heat-treated at 72 ~ for 30 s; gelation was initiated by a mesophilic starter culture and 9 ml/1000 I rennet (Fromase 220TL, DSM Food Specialties B.V., Dortmund) at 31 ~ The pH was measured at various points obtained from the complex viscosity/time curve (as in Fig. 4). RA, rennet addition; A, aggregation (initial increase of complex viscosity); IP1 and IP3, inflection points 1 and 3; Max1, local maximum (redrawn from Schulz, 2000).
314
Quark, Cream Cheese and Related Varieties
available on how the renneting pH affects the rheological and syneretic properties of the final product. Rate of gelation Culture addition and acidification profile are normally such that the milk has reached pH 6.3 after 1.5 h (pH for rennet addition) and pH 4.5-4.6 after about 16 h (German-type Quark). American-style Cream cheese or Quark is fermented in a shorter period of time, i.e., 5-6 h (Kosikowski and Mistry, 1997) or 8-9 h (Sohal et al., 1988). High rates of acid gelation lead to coarser networks with a greater tendency to syneresis. The rate of gelation increases with increasing rate of acidification, increasing temperature and increasing casein concentration (Heertje et al., 1985; Hammelehle, 1994). Incubation temperature For Quark-type products, either the cold method (22-24 ~ or warm method (28-31 ~ can be used. The amount of starter added is normally adjusted so that Quark can be separated the following morning, i.e., 16 h coagulation with an optional rennet addition after 60-90 min. The higher the temperature for acid gelation, the higher is the pH at which clotting and gelation begins during acidification (Heertje et al., 1985; Kim and Kinsella, 1989; Banon and Hardy, 1992). Increasing temperature also causes an increase in the maximum rate of coagulation due to an increase in the frequency of thermal collision between casein micelles (Kim and Kinsella, 1989). The coagulation rate of casein has a Q10 of 2-5 under various conditions (Walstra and Jennes, 1984). In acid gels, higher gelation temperatures result in a greater permeability coefficient, indicating the presence of larger pores and, therefore, increased susceptibility to syneresis (Lucey et al., 1997). Microscopic investigations show a coarser network at higher temperatures (Heertje et al., 1985; Rods, 1986). These effects at increased incubation temperatures may be attributed to a higher ratio of aggregation to dissaggregation forces during the early stages of acidification owing to decreased casein dissociation from the micelles, a reduction in repulsive forces due to increased hydrophobicity and a faster rate of acidification which is subject to the type of bacterial culture (Guinee et al., 1993). There is no information available on the effect of incubation temperature on the acid-rennet coagulation. Level and type of gel-forming protein Fermented milk gels and rennet curds are particle gels, networks built up of casein micelles or marginally modified micelles (Roefs, 1986; Home, 1998). The level and nature of proteins in the fresh cheese milk mainly determine the structure of the product. The manufacture of fresh cheeses involves a step to increase protein concentration (e.g., 12%, w/w, protein for Quark). Quark pro-
duced using the standard separator method incorporates a maximum of 15%, w/w, whey proteins; this type of Quark is generally described as firm, dry and sour. Thermoquark or UF Quark may contain all the whey proteins present in milk and is creamier, smoother, softer and often milder (Lehmann etal., 1991; Ottosen, 1996; Schkoda and Kessler, 1996; Hinrichs, 2001). The level of whey proteins in Quark is also regulated by law in Germany (> 12%, w/w, protein of which a maximum of 18.5%, w/w, is whey protein; Anon, 1986). For a gel with a given protein concentration, the final gel strength at 30 ~ and pH 4.6 increases up to a ratio of 1.5/10.5 whey protein/casein and decreases at a ratio 2.0/10 (Kelly and O'Kennedy, 2001). The proportion of pre-denatured whey protein required to give the desired synergism is substantially lower in the fresh cheese model compared to 2.5/10 in the model yoghurt system studied by O'Kennedy and Kelly (2000). The firmness of fresh cheeses increases with increasing total protein content (Korolczuk and Mahaut, 1991a; Mahaut and Korolczuk, 1992; Ozer et al., 1999). For a given protein type and degree of gel fineness, high levels of gel-forming protein result in a denser (i.e., greater number of strands of equal thickness per unit volume), more highly branched network which has a greater degree of overlapping of strands and a narrower pore size (Harwalker and Kalab, 1980; Modler and Kalab, 1983; Modler et al., 1983; Ozer et al., 1999). Increasing the protein concentration in skim milk by nanofihration from 3.5 to 7.0%, w/w, increases gel firmness, apparent viscosity, serum-holding capacity, solvation and fineness of the gel network; the rate of increase of the apparent viscosity over the protein range is slightly higher for acid-rennet gels than for acid gels (Schkoda, 1998; Schkoda et al., 2001a). Undenatured whey proteins do not participate in texture formation in acid-type fresh cheese (Korolczuk and Mahaut, 1991a,b; Mahaut and Korolczuk, 1992). For milk heated at 72 ~ for 15 s, increasing the whey protein content (from 19.6 to 25.6%, 32.9% and 41.4%, w/w, of total protein), by the addition of spraydried UF protein concentrate, reduced cheese viscosity substantially. However, as the heat treatment of the milk was increased to 92 ~ for 15 s or 92 ~ for 60 s, starting at a higher initial viscosity (i.e. at 19.6%, w/w, whey protein of total protein) increasing the whey protein content caused smaller decreases in cheese viscosity (Mahaut and Korolczuk, 1992). Factors which lead to an increase in the effective protein concentration include: (i) fortification with proteins, as often practised in the production of Fromage frais or Cream cheese by the addition of protein powders to either the milk or Cream cheese after separation;
Quark, Cream Cheese and Related Varieties
(ii) high heat treatment which causes the co-precipitation of denatured whey proteins onto the casein micelles and which therefore participate in gel formation; (iii) combining high-temperature heating and membrane technology to retain the denatured and aggregated whey proteins; (iv) homogenising of the fat-containing milk, as practised in Cream cheese production, which results in the incorporation of proteins in the fat globule membrane. Calcium chloride
Progressive solubilisation of salts bound to the casein leads to almost complete demineralisation at pH 5.00 (Heertje etal., 1985; van Hooydonk et al., 1986b; Dalgleish and Law, 1989). This suggests that the addition of CaCI2 to milk during flesh cheese production is not justified. If milk has been subjected to a high heat treatment, 500-800 ml of a liquid CaC12 solution (33%, ww) per 1000 1 milk can be added to improve its rennet coagulation properties (Spreer, 1998). The effect of CaC12 on the process of combined acidification and renneting is difficult to establish as it decreases the pH and, therefore, accelerates the rennet action (Walstra, 1993; Schkoda, 1998; Schulz, 2000). The viscosity of stirred acid-rennet gels is higher when CaCI2 is added (Schkoda, 1998). Schulz (2000) did not observe an effect of CaC12 on acid-rennet coagulation when the rennet was added at pH 6.45. Gastaldi et al. (1994) established the effect of calcium on combined acidification and renneting in the range of 10-30 ml rennet/1000 1 (for rennet specification see Table 4). No difference was found between calcium-free and calcium-enriched milk (6.25 mM) at 10 ml rennet/1000 1. At a rennet concentration >20 ml rennet/1000 1, the clotting time and pH were reduced by calcium, i.e., calcium affects the acid-rennet gelation only when >10 ml rennet/1000 1 are added and the gelation becomes more like rennet coagulation. Noel (1989) also found that the clotting time remained constant for various calcium concentrations (0-400 mg/hg). The storage modulus of the local maximum decreased with increasing calcium concentration (40-400 mg/hg), whereas storage modulus of the local minimum increased slightly (0-160 mg/~g) and then decreased (Noel, 1989).
The majority of acid- and acid/rennet-curd flesh cheeses are produced by acid (and rennet) coagulation, separation of the curd from the whey, various heating and homogenising steps. Fresh cheese preparations are blended with different ingredients (Fig. 2).
315
Q u a r k - traditional batch methods
Batch separation of curd from whey was done originally by draining and pressing the curd in filter bags. This process produces a granular textured Quark with a smooth mouthfeel and is still used for Farmhouse cheeses or Quarks with very high DM, up to 27-33%, w/w (Kroger, 1980; Dolle, 1991; Kessler, 1996). Semiautomated processes are the Berge-process (an oscillating suspended cloth method; Ramet, 1990; Kosikowski and Mistry, 1997) and the 'Schulenberg processor' (specially constructed double bottom Quark vat; Jelen and Renz-Schauen, 1989). Q u a r k - original (standard) separator process
Skim milk is pasteurised (72 ~ for 40 s), cooled to 28-30 ~ and coagulated with a mesophilic culture and a small amount of rennet within ---16 h. Rennet (--2-20 ml standard strength rennet/1000 1 of milk) is usually added approximately 90 min after culture addition at a pH around 6.3. The coagulated skim milk is then stirred for ---10-15 min and passed through a tubular strainer to remove larger particles. After separation (34-40 ~ the Quark is cooled, optionally blended with cream or other condiments and packed. The whey discharged from the separator still contains nearly all, i.e., -0.65%, w/w, whey proteins and 0.2%, w/w, NPN (Siggelkow, 1984; Ramet, 1990; Dolle, 1991; Lehmann et al., 1991; Senge, 2002a). Whey proteins in the native, undenatured state do not gel under the heating and acidification conditions used in standard separator Quark production. Various methods have been developed to increase the whey protein content of Quark and reduce losses in the whey. Early methods recovered the whey proteins from the whey and incorporated them either into the Quark or the following day's cheese milk (Centriwhey and Lactal processes, uhrafihration of whey). In the Centriwhey Process, the Quark whey is heated to 95 ~ to precipitate the whey proteins which are concentrated to 12%, w/w, DM by centrifugation and then added back to the cheese milk for the next batch of Quark (Dolle, 1977, 1981; Kroger, 1980; Jelen and RenzSchauen, 1989). In the Westfalia Lactal process, the heat-precipitated whey proteins are allowed to settle, and by partial decanting of the supernatant, a whey concentrate of 7-8%, w/w, solids is obtained. This is further concentrated in a Quark separator into whey Quark (17-18%, w/w, solids) which is added to regular Quark at a level of 20%, w/w (Dolle, 1977; Kroger, 1980; Jelen and Renz-Schauen, 1989). Uhrafiltration can also be used to concentrate whey instead of separators (Herbertz, 1982; Kn~pfer, 1982; Kreuder and Liebermann, 1983).
316
Quark, Cream Cheese and Related Varieties
Q u a r k - Thermo process (Westfalia)
The milk is pasteurised at 95-96 ~ for 2-3 min to denature and co-precipitate the whey proteins onto the caseins. The resulting finer milk coagulum after fermentation requires a further heat treatment at --~60 ~ for 3 min (so-called thermisation) in order to enhance aggregation and improve sedimentation characteristics. The stirred curd is then cooled to separation temperature (Dolle, 1977; Ott, 1977; Kroger, 1980; Siggelkow, 1984; Jelen and Renz-Schauen, 1989; Ramet, 1990; Lehmann et al., 1991). The majority of Quark in Germany is produced by this process. Q u a r k - filtration methods
Filtration technology can be used at different stages during the manufacture of Quark-type products, e.g., filtration of the acid whey, (partial) filtration of the sweet milk or filtration of (partially) acidified milk. The yield is higher than for Thermoquark as all whey proteins are incorporated. However, the structure is different from conventional Quark as UF Quark is generally softer, smoother and creamier. This can be an advantage if consumed as such; however, for cheese-cakes or desserts, the higher firmness of conventional Quark and Cream cheese is more desirable. When full filtration to final cheese solids was carried out before acidification, the sensory attributes of the resulting products were described as impaired due to bitterness contributed by the slower rate of acidification, failure to reach the desired pH and the high calcium content (Dolle, 1977; Kroger, 1980; Kreuder and Liebermann, 1983; Btturle et al., 1984; Mann, 1984; Patel et al., 1986). Labneh produced by culturing UF milk retentate was also not satisfactory (Tamime et al., 1989b). This problem has been overcome by UF of partially (pH 5.7-5.95) or fully (pH 4.8-4.6) acidified milk. Low-protein fresh cheeses, like Ymer and Lactofil (--6%, w/w, protein), are easily produced by ultrafiltering milk (Tamime and Robinson, 1988; Nakazawa et al., 1991; Kosikowski and Mistry, 1997). To produce UF Quark, acidified skim milk (pH 4.6) is heated to around 40 ~ and ultra- or micro-filtered to the desired DM content, cooled, optionally homogenised and packed (e.g., Btturle etal., 1984; Siggelkow, 1984; Dieu etal., 1990; Korolczuk and Mahaut, 1991a,b; Rogenhofer etal., 1994; Ottosen, 1996). The UF method gives complete recovery of whey proteins (native or denatured); however, NPN in the milk (-0.2%, w/w), is lost in the permeate. As native whey proteins are not retained during microfiltration, the curd is usually heat-treated (thermisation) before separating the curd form the whey (Dieu et al., 1990). Thermisation of the curd (60 ~ for 5 min)
before ultrafiltration also considerably reduces the development of stale, bitter and metallic flavours (Sachdeva et al., 1993; Rogenhofer et al., 1994). Ultrafiltration is carried out around 40-45 ~ in order to maintain good calcium solubility so as to remove calcium in the permeate (Ottosen, 1996). Quark and Labneh, ultrafiltered at higher temperatures, are described as gritty, granular and coarse (B~urle et al., 1984; Tamime et al., 1991a,b; Sachdeva et al., 1993). The viscosity of fresh cheeses produced by filtration is lower than of those manufactured by traditional technologies. In Germany, UF Quark is used only for Speisequarkzubereitungen (Quark preparations), as the possible slightly bitter flavour at the end of the shelf-life in plain Speisequark is not satisfactory. Several studies have been conducted to investigate the effect of the following during the manufacture of Quark using filtration methods: milk heat treatment, full (pH 4.6) or partial (pH 6.0) acidification of skim milk and type and configuration of membranes (Sachdeva etal., 1992a,b; Sharma etal., 1992a,b; Sharma and Reuter, 1993). Ultrafiltration using mineral membranes was found to be best for making Quark by UF from fully acidified skim milk (Sharma et al., 1992a; Sharma and Reuter, 1993). Recently, pilot-scale filtration methods have been developed by partially pre-concentrating the acidified milk in order to reduce the amount of acid whey. In the FML process (Forschungszentrum for Milch und Lebensmittel, Weihenstephan), skim milk is nanofiltered 2fold to 7%, w/w, protein and then fermented. The coagulum is stirred and concentrated by either ultrafiltration or separation. A separator needs to be adapted to the higher viscosity of the retentate coagulum in comparison to unconcentrated fermented skim milk. The texture of the final product is between that of conventional UF fresh cheese and of Thermoquark (Schkoda and Kessler, 1996, 1997a,b). Mucchetti et al. (2000) confirmed the findings of Schkoda and Kessler by nanofiltering milk 2.1-fold. In another method (Aubios process, Hannover), the skim milk is pre-concentrated 1.7-fold to 5.4%, w/w, protein (or up to 2.2-fold without causing bitterness) using microfiltration, producing a product which is similar to Thermoquark (Hulsen, 2002). A special combination of starter cultures is needed for the fermentation of retentates as more lactic acid must be formed than in unconcentrated milk. Pfalzer and Jelen (1994) enriched cheese milk with 25% sweet whey UF retentate containing 12%, w/w, DM and 4%, w/w, protein for an experimental Thermoquark-type fresh cheese produced using cheesecloth bags without significantly affecting the quality of the final product.
Quark, Cream Cheese and Related Varieties
Table 6 summarises the yield and whey protein recovery for the various methods. Q u a r k - recombination technology
Recombination technology is used to only a limited extent for the manufacture of Quark and related types. Fresh cheeses low in DM, like Frornage frais, can be produced by a method similar to yoghurt, i.e., skim milk is fortified with various milk proteins to approximately 14%, w/w, DM and then fermented. Labneh (a concentrated yoghurt with 23%, w/w, DM) can also be produced by direct recombination; fermentation at 23%, w/w, DM takes about 5-6 h in comparison with 3.5 h at 16%, w/w, DM (Ozer et al., 1999). Further treatments of the acid or acid/rennet gel
After fermentation, the gel is broken up by agitators and pumped through a sieve to the separators. Stirring the gel leads to breakage of the matrix strands, with the extent of breakage depending on the severity of the agitation. This non-Newtonian shear-thinning dispersion can be described rheologically by the Power-law model (Senge, 2002a). Increasing the temperature (25-50 ~ lowers the activation energy for aggregate interaction within the broken strands and facilitates the process of subsequent whey separation. A high pH (>4.6) at whey separation results in large losses of nitrogenous compounds in the whey (more casein fines) owing to greater physical damage to the softer gel. Any
317
factors which increase gel firmness at separation (e.g., rennet addition, higher level of gel-forming protein), will make it less susceptible to breakage for a given degree of shear and, therefore, reduce the amount of casein fines. Cooling of the gel to a temperature of <20 ~ to retard further acidification, may result in more destruction of the gel for a given degree of agitation (Guinee et al., 1993). Separation is generally carried out at a temperature between 34 and 40 ~ (Senge, 2002a). Whey separation causes concentration and aggregation of the broken gel pieces. Collision during concentration may be expected to result in the formation of large irregularly shaped conglomerates of varying thickness and length, which are forced into close proximity. The moisture content of the curd is closely related to the degree of aggregation. All factors which enhance aggregation (coarser gel structure, higher separation temperature) reduce the water content and increase the coarseness and firmness of the resulting curd (Guinee et al., 1993; Senge, 2002a). Increasing coarseness of the gel structure before separation results in a product with a coarser/rougher appearance and grainier mouthfeel (separator-produced Quark versus Thermoquark). This is particularly important for products that are packed at this stage (cold-pack Cream cheese, Fromagefrais, Quark). After leaving the separator, the Quark is subjected to further shearing (pumping, cooling, storing, optionally mixing with cream and condiments and packing). Such treatments will influence the structural, rheological
Yield of Quark and whey protein recovery using various production methods for Quark
Method
Principle
Westfalia Standard separator process Westfalia Thermoprocess Centriwhey/ Westfalia-Lactal/ Meggle-Aicor Ultrafiltration Ultrafiltration Weihenstephan (FMLa) process
Separation of acidified milk Separation of acidified milk Separation/Decanting/ Ultrafiltration (UF) of whey Full UF of milk Full UF of acidified milk Nanofiltration of milk to a volume concentration factor (VCR) of 2. UF or separation of acidified retentate Microfiltration of milk (VCR = 1.7-2.2). Separation of acidified retentate.
Hannover (Aubios) process
Typical yield (kg skim milk/kg Quark)
% Whey protein recovery in Quark
Flavour and texture
4.50-4.70
--~15
Firm and sour
4.08-4.30
50-70
Firm, smooth and mild
3.98
50-100
Whey taste possible
---3.8 3.60-3.98 -3.4
--- 100 --~100 <_100
Bitter taste Smooth Smooth, sweet mild flavour
4.00
<_60
As Thermoquark
a Forschungsinstitut fL~r Milch und Lebensmittel (Research institute for dairy and food), Weihenstephan, Germany. Data from Dolle, 1981" Anon, 1984; B&urle et aL, 1984; Lehmann et aL, 1991 Schkoda and Kessler, 1997a; Hinrichs, 2001" H(~lsen, 2002.
318
Quark, Cream Cheese and Related Varieties
and syneretic properties of the final product. The texture of Quark as measured by the yield value (r0, using the Bingham model) correlates with the extent of syneresis of the final product. The yield value (r0) of Quark leaving the separator decreases gradually during further processing (Senge, 2002a). Syneresis of the final product increases as the temperature at which the Quark is pumped increases. Below 15 ~ the Brownian motion of the serum is restricted; the high viscosity of the product also inhibits reincorporation of the serum (Senge, 2002a). After packing, the yield value increases during storage for 30-40 days (Hawel and Heikal, 1994; Senge et al., 1998; Senge, 2002a). In fresh cheese products where the stirred gel is concentrated to obtain the correct level of DM, the application of a relatively high pressure has already led to large-scale syneresis, which is necessary for whey separation. However, once the stirred gel has been concentrated to the correct DM, syneresis may continue due to delayed network arrangements, which in this situation is undesirable. The level of syneresis will depend on several conditions (i.e., composition and further treatments of the concentrated gel), which affect structure and porosity, and on the absence/presence of hydrocolloids that bind the moisture phase (Guinee et al., 1993).
(r0) and viscosity of the Quark decrease during this phase. During the second phase, the cream becomes gradually immobilised within the protein matrix and the yield value increases (Senge, 2002a). The addition of cream to Quark reduces the yield value and viscosity, especially in Quark with a high FDM (40%, w/w). This is due to a number of reasons: (i) the fat causes lubrication; (ii) adding cream up to 40%, w/w, FDM leads to an overall reduction in protein; (iii) the fat globules (0.5-10 Ixm) further interrupt gel particle interactions (Senge, 2002a). In Quark concentrated by filtration, the fat can be added either before or after fermentation and whey separation. When full-fat milk is homogenised at 15 MPa prior to fermentation, fat globules react with the protein matrix and the serum-holding capacity and apparent viscosity of stirred fermented milks (7%, w/w, protein) increase with increasing fat content. The addition of cream to the fermented milk, however, does not lead to an increase in serum-holding capacity and even results in a slight decrease in viscosity as the fat globules do not serve a structure-building function but are present in the fermented milk structure only as a filling substance (Schkoda, 1998; Schkoda et al., 2001b).
Addition of cream
A second heat treatment of either the curd before whey separation (60 ~ for 3 min) or the Quark-type product after separation (55-75 ~ for 30-60 s) is called thermisation. In the case of Thermoquark, thermisation of the curd is necessary to ensure sufficient whey separation from the finer curd structure due to the co-precipitated whey proteins. The thermisation of Quark after separation greatly increases shelf-life stability, particularly by preventing off-flavour developments such as bitterness, stale or acidic. The production of lactic acid is stopped and the proteolytic activity contributed by rennet and starter bacterial enzymes is reduced (B~iurle et al., 1984; Zakrzewski et al., 1991; Sachdeva et al., 1993; Rogenhofer et al., 1994; Mara and Kelly, 1998). The firmness of the rather soft UF fresh cheeses can be increased by a heat treatment (75 ~ for 2-3 min) after acid coagulation and whey removal if the heat treatment is carried out in the presence of undenatured whey protein. Native whey proteins are retained in the UF retentate, but not in microfihration or separatorproduced Quark (Bodor et al., 1996). The firmness of kabneh is higher when UF is carried out at 50-55 ~ instead of 35 ~ (Tamime et al., 1991a,b). For Quark containing no stabilisers with up to 40%, w/w, FDM, the limits for thermisation are pH <4.2 and a heating temperature <60 ~ otherwise the protein coagulum
Thermisation of curd or fresh cheese
In the manufacture of Quark using a separator, cream is added to the concentrated curd in order to reduce fat losses in the whey during separation. In some separator types, cream dosing takes place in the separator immediately after the Quark has left the separator bowl. Fat standardisation in Thermoquark, which is less sensitive to shearing, is usually done by continuous online mixing of the separated curd and cream using a dosing pump. Other additives, such as fruit, herbs, etc., can be incorporated simultaneously (Spreer, 1998; Senge, 2002a). Homogeneous mixing of Quark and cream is difficult due to a density difference of---40 kg/m 3. Sufficient mixing is necessary to fully incorporate the cream; however, if mixing takes too long, the fragile Quark structure can be damaged. Batch mixing of separator-produced Quark is obtained by a combination of a vertical screw pump and a scraped surface agitator. The latter ensures that all products are transported to the screw pump and cavities are created into which the cream can flow to achieve localised mixing. Two phases are described during batch mixing, which takes approximately 15 min: a dilution phase and a structuring phase. During the first phase, all ingredients are mixed homogeneously, so that the chemical composition is the same throughout the tank. The yield value
Quark, Cream Cheese and Related Varieties
would become too firm and sandiness/grittiness would develop (Spreer, 1998). This problem occurs particularly in low-fat cheeses, i.e., less than 10%, w/w, FDM (Bodor et al., 1996). Stabilisers can be added during thermisation. Thermisation can be followed by hot filling or aseptic cold filling. Starch is sometimes used in low-fat systems to build body and replace fat in Quark-based desserts. Instead of adding cream to skim milk Quark, microparticulated whey proteins (5-7.5%, w/w) can be used to obtain a creamier texture in flavoured Quark preparations (Hoffmann, 1994; Hoffmann and Buchheim, 1994). The milk can also be fermented with ropy culture strains, which produce exopolysaccharides (e.g., Desachy and Parmantier, 1998; Sebastiani et al., 1998). The combined use of acidifying strains and texturising strains is necessary to prevent the density of the acid gel being too close to that of the whey which would impair the separation process. The gel strength decreases significantly with increasing amount of texturising cultures (Sebastiani et al., 1998). Varieties directly related to Quark
Tvorog and Tvarog (Eastern Europe), Topfen (Austria) and Baker's cheese (Germany, US) Tvorog/Tvarog/Twarog are Slavic translations for Quark. Topfen and Baker's cheese with 22-24%, w/w, DM also belong to this group (> 18%, w/w, DM). For these high DM cheeses small amounts of rennet are necessary for good whey separation. Fromage Frais (France and UK) Fromage frais is very similar to Quark, but has a lower DM content (--~14%, w/w). Because of the lower DM, Fromage frais is produced increasingly by a recombination method similar to yoghurt fortification. Rennet is used only in a few cases. Buttermilkquark Because of its high lecithin content, Buttermilkquark is used as a baking emulsifier and for nutritional reasons. It can be produced from unacidified (sweet cream) buttermilk in the same way as normal Quark (Spreer, 1998; Boone, 2001b). If produced from acidified buttermilk, the buttermilk is heat treated (65-70 ~ for 40 s), held at 45-50 ~ for 1-3 h under agitation, to facilitate deaeration and protein clotting, and then separated (Spreer, 1998; Boone, 2001a). Approximately 20%, w/w, of the fat is phospholipids of which ---30%, w/w, is lecithin (Boone, 2001a).
Labneh (or Labaneh, Leben), tan (or than) and tulum (Middle East and Balkan regions) Labneh, a concentrated yoghurt (>22%, w/w, DM), is produced from full-fat milk acidified with a yoghurt
319
culture (optionally coagulated with rennet) at 42-45 ~ for 3.5-4.0 h. It is then concentrated. Similar to Quark, the traditional method (cheesecloth bags for straining the cold yoghurt) has been replaced by mechanised processes (mechanical separation or ultrafihration of the warm yoghurt immediately after fermentation) (Tamime et al., 1989a,b, 1991a,b; Lehmann et al., 1991; Ozer et al., 1998, 1999). If a Quark separator is used, cream is added to the concentrate after separation. Rennet addition increases the throughput of a separator by ---30% (Lehmann et al., 1991). Salt and other additives (e.g., dried herbs) are blended in after separation. Labneh can be stored in olive oil for several months. Traditionally, cows', sheep's and goats' milks have been used for the manufacture of Labneh. Labneh made from cows' milk has a more uniform structure and greater firmness than that made from goats' or sheep's milk. Homogenisation of Labneh markedly reduces the firmness of products from goats' or sheep's milk. The firmness of cows' milk Labneh is less affected by homogenisation (Tamime et al., 1991b,c). The milk for goats' milk Labneh can also be fermented with a mesophilic starter culture at 22 ~ for 16-18 h (Mehaia and E1-Khadragy, 1999). With increasing rennet level, the yield of Labneh and its DM content increase gradually. However, above a certain rennet concentration (depending on the milk type), an undesirable cheesy flavour was detected (E1-Tahra et al., 1999). The effect of different salt levels on Labneh has been investigated by Ammar et al. (1999) and Mehaia and E1-Khadragy (1999). Increasing the UF temperature from 35 to 55 ~ doubles the firmness of Labneh and halves the processing time (Tamime etal., 1991a,b). Labneh produced by UF at 5 0 - 5 5 ~ is very firm, similar to the traditional product. The increase in firmness has been attributed to enhanced formation of casein chains, as observed by transmission electron microscopy, at a temperature above 45 ~ similar to what happens to yoghurt when heated after fermentation (Tamime et al., 1991a,b). Uhrafihration Labneh (50-55 ~ which is not homogenised is very granular and has a rough texture. Chakka and Shirkhand (India) Chakka is produced from buffaloes' milk and is very similar to Labneh. Mixed cultures of mesophilic and thermophilic starter bacteria are used. Shirkhand is produced by blending Chakka with cream, sugar and cardamom (Tamime and Robinson, 1988).
Skyr (Iceland) Skyr is a concentrated fermented milk product (thermophilic bacteria in combination with lactosefermenting yeasts, optionally rennet) having a composition very similar to that of skim milk Quark. The
320
Quark, Cream Cheese and Related Varieties
concentrated Skyr normally undergoes a further heat treatment, i.e., thermisation (Tamime and Robinson, 1988).
Ymer (Denmark), Lactoffi (Sweden) The most common flesh cheese in Denmark, Ymer (14.5%, w/w, DM, 5-6%, w/w, protein, 3.5%, w/w, fat) is made from skim milk fermented with a mesophilic starter culture. As with Quark, cream is added after separation (Tamime and Robinson, 1988; Kosikowski and Mistry, 1997). As the protein is concentrated only to 5-6%, w/w, Ymer and Lactofil can easily be produced by fermenting a sweet UF retentate. Swedish Lactofil is similar to Ymer, the only evident difference being a higher fat content. Rheological and syneretic aspects of Quark-type cheeses
Rheological and microscopical investigations have shown that fresh cheeses can be described as dispersions or pastes of hydrated acid casein gel particles in whey (Korolczuk, 1993; Tscheuschner and Nimbs, 1993; Ozer et al., 1998; Senge et al., 1998; Senge, 2002a). Scanning electron microscopy (SEM) shows that acid-type cheeses and stirred yoghurts have similar structures. They are composed of irregular protein particles of varying dimensions, which consist of open, loose networks of casein micelles aggregated in branched chains and coarse clusters (Allan-Woitas and Kalab, 1984; Ozer et al., 1999). Traditional set-type Labnehs show a continuous structure with the voids and protein matrix evenly distributed, whereas stirred-type Labnehs have a disrupted discontinuous structure with thicker casein clusters. Small thread-like structures are visible between strands in UF Labneh (Ozer et al., 1999). Ozer et al. (1998) described Labneh (DM 22.5%, w/w, 6.4-9.2%, w/w, protein, 6.1-9.2%, w/w, fat) as a weak visco-elastic gel with the storage modulus higher than the loss modulus over the amplitude range measured (0.015-0.150 mNm at 25 Hz). Fromagefrais, as produced in France (DM 15-20%, w/w, protein 7-12%, w/w, FDM 0-58%, w/w), has a very soft consistency and is regarded as a visco-elastic liquid rather than a solid (Korolczuk and Mahaut, 1989; Korolczuk, 1996). Applying a frequency sweep, Senge et al. (1998) described Quark (DM 18%, w/w, protein 12%, w/w, FDM 0-40%, w/w) as a material with distinct solid-like properties. Fresh acid-curd cheeses of the Fromage frais and Quark type show shear thinning behaviour. The effect of shearing time shows that the material is thixotropic. The cheeses exhibit plastic flow which can be described very well by the Bingham model (Korolczuk and Mahaut, 1989;
Mahaut and Korolczuk, 1992a; Korolczuk, 1993; Hawel and Heikal, 1994; Senge et al., 1998; Senge, 2002a). With increasing shear rate, the structure progressively breaks down and at a sufficiently high shear, viscous flow can be observed. The stress decrease during shearing can be explained by a decrease in the extent of aggregation of the protein particles. The aggregates of casein gels are also capable of assuming some structural reformation by flocculation. The thixotropic behaviour suggests that under shear there is a continuous process of destruction and restoration, which is a function of the shearing time and shear rate (Korolczuk and Mahaut, 1989; Korolczuk, 1993; Senge, 2002a). Senge (2002a) described the rheological behaviour of Separator and Thermoquark during various stages of manufacturing. Of the various standard rheological models, the Bingham (linear, 2-dimensional) and Herschel-Bulkley (non-linear, 3-dimensional) are the most suitable models for separator-produced Quark and Thermoquark, respectively (Table 7). The rheological parameters, yield value and effective viscosity, are more temperature dependent for Thermoquark than separatorproduced Quark in the temperature range studied (5-30 ~ These differences are explained by the different microstructures and are reflected in different sensory properties of these two Quark types (Senge, 2002a). Proteolysis and bitterness in Quark
Bitterness may develop in Quark for a number of reasons and also depends on the production method. Schkoda and Kessler (1997a) attribute bitterness in UF Quark primarily to the composition of the retentate (mainly calcium) and the enzymes of the starter culture and rennet. The pH-sensitive solubility of calcium is the main cause of bitterness in Quark made from ultrafiltered sweet milk (Jelen and Renz-Schauen, 1989). In both UF and non-UF Quarks, enzymes responsible for proteolysis are mainly from rennet (Sohal et al., 1988; Mara and Kelly, 1998), but also enzymes from lactic acid starter bacteria, and milk enzymes like plasmin and the acid proteinase, cathepsin D (Mara and Kelly, 1998; Hurley et al., 2000). Significantly higher proteolysis during storage was observed in Quark produced with rennet (Sohal et al., 1988; Zakrzewski et al., 1991; Mara and Kelly, 1998). Starter proteinases contribute little to primary proteolysis and bitterness (Sohal et al., 1988; Mara and Kelly, 1998), probably due to the fact that lactic acid bacteria are generally weakly proteolytic (Fox et al., 1996). In Thermoquark, starter numbers are also considerably reduced by the thermisation step (Mara and Kelly, 1998).
Quark, Cream Cheese and Related Varieties
321
Rheological parameters of Thermo- and Separatorquark (Rheometer M C I temperature 10 ~ Profile: (i) pre-shear 100 s - l , 60 s; (ii) rest 0 s -1, 60 s (ii) shear rate sweep 0.1-100 s -1, 60 s; (iv) holding shear rate 100 s -1, 60 s; (v) shear rate sweep 100-0.1 s - 1, 60 s (used for regression)
Mode/
Equation
Separatorquark
Thermoquark
.g.
..,-... el.f)
r = f(4/)in Pa
E'
ffJ
n ~ n v
"T" v
"i" v
a_
Z
v
g
~_ m
v
-> Bingham (BH)
r-
1"0 4- 1 7 B H 5,
115
3.39
1.0
0.974
21.06
135
2.37
1.0
0.998
81
1.35
0.5
0.998
6.13
102
0.73
0.5
0.984
83
17.87
0.64
0.999
3.57
131
3.12
0.94
0.998
4.59
linear plastic, 2-dimensional Casson (CA)
Herschel-Bulkley
(HB)
r = ",Jroro+ ~/r/CA + 5'0 non-linear plastic, 2-dimensional r = 1"0 + K 5'n non-linear plastic, 3-dimensional
r, shear stress (Pa); r0, yield value (Pa) 5', shear rate s-l" r/, viscosity (Pa s)" K, consistency factor (Pa sion coefficient; s, standard deviation of shear stress (Pa) (Data from Senge, 2002a).
Cream cheese is produced from standardised (Double Cream Cheese (DCC), 8-12%, w/w, fat; Single Cream Cheese (SCC) 3.0-5.0%, w/w, fat), homogenised, pasteurised (72-75 ~ for 15-90s) milk or cream. Homogenisation is important for the following reasons: (i) it reduces fat loss on subsequent whey separation; (ii) it brings about, via coating of fat with casein and whey protein, the conversion of naturally emulsified fat globules into pseudo-protein particles which participate in gel formation on subsequent acidification. The incorporation of fat by this means into the gel structure gives a smoother and firmer curd (similar to yoghurt manufacture) and therefore is especially important for the quality of cold-pack Cream cheese for which the curd is not further treated (Guinee et al., 1993). Following pasteurisation, the milk is cooled (20-30 ~ inoculated at a level of 0.8-1.2%, with a D-type starter culture (Lactococcus lactis subsp, lactis, Lc. lactis subsp, cremoris and citrate-positive Lc. lactis subsp, lactis) and held at this temperature until the desired pH of 4.5-4.8 is reached. The resulting gel is agitated gently, optionally cooled to 10-12 ~ in order to prevent over-acidification, heated (80 ~ for up to 20 min) and deaerated. The curd is then concentrated by methods similar to those used for Quark, i.e., traditional method using bags, separator methods or UF methods. The acidified high-fat curd for DCC is obtained by centrifugal separ-
ation at 70-85 ~ 1996b).
12.7
5.11
sn); n, flow index; r, regres-
or UF at 50-55 ~
(Sanchez et al.,
Whey separation using separators
For separator-produced SCC, milk is standardised to 3.0-5.0%, w/w, fat. The specific weight of the cheese mass is greater than that of the whey and is separated outwards in the centrifuge during separation. The whey contains 0.2-0.5%, w/w, fat which can be reduced subsequently to ~-0.1%, w/w, by separation in a milk separator designed for this purpose (Lehmann et al., 1991). For separator-produced DCC, the milk is standardised to 8-12%, w/w, fat, giving a fat-protein mixture which has a lower specific density than that of the whey. At a fat content of 7%, w/w, the specific weights are too close to be separated by centrifugation (Dolle, 1991; Lehmann et al., 1991; Spreer, 1998). Whey separation using UF
Owing to the thick, viscous consistency of Cream cheese, concentration by UF necessitates a two-stage process (stage one: standard modules with centrifugal/positive displacement pumps; stage two: high-flow modules with positive displacement pumps) in order to maintain satisfactory flux rates and to obtain the correct DM level (Guinee etal., 1993). For fresh cheese, UF is normally carried out around 40-45 ~ for Cream cheese, 50-55 ~ can be used to improve throughput and reduce viscosity during concentration (Ottosen, 1996).
322
Quark, Cream Cheese and Related Varieties
Recombination technology
Recombination methods for experimental Cream cheesetype products include steps of combining a cheese base (e.g., dry Cottage cheese, Bakers cheese curd or fermented skim milk concentrate at pH 4.8-5.0) with emulsifying salts, bulking agents (e.g., buttermilk powder, corn syrup solids) and various gums (e.g., carrageenan or guar gum), followed by various heating, mixing and homogenisation steps (e.g., Baker, 198i; Crane, 1992). The advantage of these methods is that Cream cheese products can be formulated precisely to meet legal requirements without excess solids or butterfat. Another type of all-dairy Cream-type cheese is made by blending Ricotta cheese or Queso Blanco with a high-fat (58%, w/w) sour cream. The most critical aspect is proper dispersion of the large pieces of curd with the liquid components. The blend is standardised with cultured buttermilk, if necessary, pasteurised, homogenised and hot-packed. The final product has ---59%, w/w, moisture, 30%, w/w, fat and a pH of 5.29-5.55, depending on the cheese base used (Modler et al., 1985; Kakib and Modler, 1985a,b). Further treatments of curd after separation
In most cases, the curds are heat-treated (70-95 ~ mixed with salt (0.5-2.0%, w/w) and stabilisers (mainly hydrocolloids), homogenised (two-stage at 15-25 MPa at 65-85 ~ and either hot-packed or cold-packed after cooling to 10-20 ~ in a scraped-surface heat exchanger (Walenta etal., 1988; Sanchez etal., 1996b). Locust bean gum (0.30-0.35%, w/w), carrageenan (0.15%, w/w), xanthan gum, tara gum and sodium alginate are the most widely used stabilisers for hot-pack Cream cheese (Hunt and Maynes, 1997; Kosikowski and Mistry, 1997). Guar gum on its own gives a high processing viscosity, a soft body and undesirable texture. A synergistic effect of n-carrageenan on the gelling properties of tara gum was observed in Cream cheese (Hunt and Maynes, 1997). The extent of 'creaming' (emulsification and thickening) is influenced by the degree of heat and shear and the duration of cooking and has a major influence on the consistency of the final product. Increasing the holding time and shear during cooking generally results in a firmer product with an increasingly brittle texture (Walenta et al., 1988; Guinee et al., 1993). Static cooling of hot-pack cheeses gives a firmer texture than dynamic cooling (cold-pack cheeses; Jaupert and Vesperini, 1989; Mahaut, 1990; Sanchez et al., 1994b). The cheese firmness is already reduced by lowering the filling temperature from 85 to 75 ~ (Walenta et al., 1988). Cold-pack Cream cheese has a somewhat spongy, aerated consistency and a coarse appearance (Guinee et al., 1993).
The main particles structuring DCC, i.e., milk fat globules and milk proteins, undergo several thermal treatments, and therefore large temperature fluctuations and shear stresses during processing. Such technological treatments change the structure of particles (size, shape, state of aggregation) and physico-chemical properties (charge density and hydration of milk proteins, solid/liquid milk fat ratio and milk fat globule stability). The resulting micro- and macro-structural arrangements of particles, as well as the nature of interactions, mainly determine the texture and stability of DCC (Sanchez et al., 1996b). Jaupert and Vesperini (1989), Mahaut (1990), Sanchez et al. (1994a,b, 1996a,b,c), Sanchez and Hardy (1997) investigated the effects of processing parameters on the structure and stability of DCC. Cream cheese becomes firmer and more elastic after heating and homogenisation, and softer and more viscous after mixing and cooling. TEM and SEM show that the rheological changes during manufacture are correlated with aggregation (during heating and homogenisation) and disruption (during cooling) of milk fat globule/casein complexes. Dispersion of the fat globule clusters, formed on homogenisation, after cooling and aggregation of milk fat globules during storage causes structural instability to occur in Cream cheese. The following stages for structuring and destructuring processes occurred during the manufacture of experimental DCC (Sanchez et al., 1996c; Sanchez and Hardy, 1997): 9 Starting curd after centrifugal separation: Casein-fat
globule aggregates are first produced during curd formation. 9 Blending with water, salt and heat-denatured whey proteins: The casein-fat globule aggregates are destroyed
during blending of curd with ingredients. Fat globule destabilisation (e.g., coalescence) occurs during this stage. 9 Heat treatment: The broken aggregates reaggregate on heat treatment, but with extensive fat globule aggregation and coalescence. Leakage of oil and creaming can occur at the outlet of the heat exchanger. 9 Homogenisation: Emulsification of the system occurs during high-pressure homogenisation with strong clustering of fat globules, caused by a 'polymerbridging' mechanism. When homogenisation pressure is increased from 0 to 50 MPa, the firmness of DCC increases due to a stronger structural organisation within the cheese (Sanchez et al., 1994a). 9 Cooling: Homogenisation clusters are destroyed by high shear stresses developed in the heat exchanger during cooling to 20 ~ This effect is even more pronounced w h e n the final curd temperature is
Quark, Cream Cheese and Related Varieties
below 20 ~ (Sanchez et al., 1994b). The cooling rate and final temperature are the main factors for instability. An increase in curd cooling rate leads to a softer cheese with weaker structural organisation (reduced storage and loss moduli). Rheological and syneretic aspects of Cream cheese
TEM and cryo-SEM studies showed that DCC is structured mainly by compact casein/milk fat globule aggregates occluding large whey-containing areas, as well as partly coalesced milk fat globules. No rigid protein matrix was observed because of stirring and homogenisation of the curd during manufacture (Kahib et al., 1981; Kal~ib and Modler, 1985a,b; Sanchez et al., 1996b). The corpuscular structure seems to be responsible for good spreadability with a high moisture content facilitating the mobility of the corpuscular constituents during spreading (Kahib and Modler, 1985a,b). Double Cream cheese exhibits viscoelastic-plastic rheological behaviour with an unusual flow curve; the shear stress in the ascending shear rate curve shows, depending on the manufacturing stages, two or three peaks. The first peak is commonly referred to as the static yield value (Sanchez et al., 1994b, 1996c). The complex rheological behaviour of DCC indicates a 3-dimensional gel-like structure (Sanchez et al., 1994a). Double Cream cheese shows timedependent flow behaviour (partially thixotropic) and dynamic viscoelastic properties similar to those of non-chemically cross-linked polymers or pharmaceutical creams (Sanchez et al., 1994a,b, 1996c). Senge (2002b) also measured various cream cheese types in the oscillation and rotation mode.
Fresh cheese preparations (Frischk~isezubereitungen) are blends of Quark, Cream cheese or Cottage cheese with cream and up to 30%, w/w, fruit or vegetable preparations or up to 15%, w/w, of fruits, spices, herbs or other seasoning (KOseverordnung, Cheese order; Anon, 1986). A foamy consistency can be obtained by admixing nitrogen. Fresh cheese preparations can be heat-treated to increase shelf-life and may contain stabilisers. The components can be blended by either continuous in-line mixing or batch mixing (Lehmann et al., 1991; Kosikowski and Mistry, 1997; Spreer, 1998).
Acid-curd cheeses (Sauermilchkase), typical examples of which are Harzer, Mainzer or Olmatzer Quargel cheese, have a very strong flavour and odour, a white
323
to slightly yellow colour and a slightly brittle texture (Spreer, 1998). There are mould-ripened cheeses and yellow cheeses which have been treated with a 'smear' of red culture (Brevibacterium linens). Ripened acidcurd cheeses are generally produced in specialised plants which buy the acid Quark from dairies. The acid Quark used for these cheeses is produced by acid coagulation (cold: 1-2% mesophilic starter at 22-27 ~ in 15-20 h or warm: 2-5%, thermophilic culture at 40-45 ~ in 1.5-3.0 h). The coagulum is cut and cooked at 35-45 ~ while stirring until the granules are 2-4 cm in size. Whey is drained using filter bags or decanters. Acid Quark has a DM content >32%, w/w (pH --~4.6) and is granulated in a Quark mill and chilled below 10 ~ (Kessler, 1996; Bruckert, 1998; Spreer, 1998). In the manufacture of the cheese, 2-3%, w/w, of salt and caraway seeds are added, as well as NaHCO3 and CaCO3 (0.5-1.0%, w/w) to influence ripening (acceleration, neutralisation). The mass is mixed, milled, moulded into bars and spread on racks and then subjected to the following processes: drying at 18 ~ for 15 h; sweating at 20-25 ~ and 90% relative humidity for 2-3 days, ripening at 12-16 ~ and 90% relative humidity for 3 days and further ripening at 10-15 ~ After sweating, the cheeses are washed with salt water plus a culture of B. linens or sprayed with a culture consisting of Penicillium candidum and P. camemberti. The cheese ripens from the outside to the centre and is ready for distribution when up to 25% of the cheese mass is ripened, i.e., when the outside has a translucent, yellow appearance, even though the interior (75% of the cheese mass) is still white, dry, hard and crumbly and unripened. Cooked cheese (Kochk~ise, Topfk~ise), also manufactured from Quark, is a different type of cheese, usually with 20%, w/w, FDM. During ripening at 18-22 ~ for 3-6 days, the surface turns greasy and the pH increases to 5.5-6.0. Water, butterfat, salt, NaHCO3 and CaCO3 and caraway seeds are added to the cheese blend which is heated in a jacketed vessel at 70-110 ~ for 10-20 min. The hot cheese is filled into cups or pots (Kessler, 1996; Spreer, 1998).
Layered cheese (Schichtkiise)
German Layered cheese has a firm coagulated (gel-like) consistency with a middle layer which is higher in fat and therefore darker in colour. One-third of the cheese milk can be standardised to a higher fat level and/or colouring may be added. Standardisation of fat content must be carried out in the cheese milk, as it cannot be done in the drained curd without destroying the firm
324
Quark, Cream Cheese and Related Varieties
coagulated structure. Layered cheese is classified as a quarter-fat cheese (10%, w/w, FDM, Table 2), even though the middle layer has a higher fat content. The fermentation temperature is about 25 ~ the amount of rennet added is slightly higher than for Quark in order to shorten the gelation time by 3-4 h. The strong gel is cut into cubes (approximately 2 • 2 cm) and the curd then transferred into moulds starting with a lowfat white layer, followed by the yellow high-fat layer and finished with a low-fat white layer (Spreer, 1998).
Mascarpone Mascarpone, a high-fat ('--50%, w/w, fat) firm, spreadable fresh cheese with a mild buttery, slightly tangy flavour, is produced by direct acidification with an organic acid, instead of lactic acid bacteria, to a pH of about 5.0-5.8. Cream with 30%, w/w, fat is heated to 80-95 ~ organic acid added slowly and stirred for 10 min. Whey drainage takes about 16-24 h. To increase shelf-life, Mascarpone is usually heat-treated. No stabilisers are necessary due to the high fat content (Kessler, 1996).
The authors wish to thank Tim Guinee (Dairy Products Research Centre, Fermoy, Ireland) and Liam Gallagher (Dairygold Cooperative Society, Mitchelstown, Ireland) for useful comments on the manuscript.
Allan-Woitas, P. and Kal~ib, M. (1984). A simple procedure for the preparation of stirred yoghurt for scanning electron microscopy. Food Microstruct. 3, 197-198. Ammar, E.T.M.A., E1-Shazly, A.A., Nasr, M.M. and Omar, I.M.I. (1999). Comparative study of recombined Labneh, with buffalo and cow milk Labneh. II. Effect of different levels of rennet. Egypt. J. Dairy Sci. 27, 301-315. Anon (1984). Quark from uhrafiltration concentrates. Dtsch. Milchwirtschaft 35, 1000, 1002-1004. Anon (1986). German Cheese order (Kaseverordnung), 14 April 1986 BGB1. I S.412, in, Lebensmittelrecht, Vol. 1, Zipfel, W. and Rathke, K.-D. (2001). Verlag C.H. Beck, Munich. Anon (1994a). Consumption statistics for milk and milk products 1992. Bulletin 295. International Dairy Federation, Brussels. pp. 1-6. Anon (1994b). Dutch cheese order (Warenwet Decree on Dairy Products), 25 October 1994, Art. 13. Attia, H., Bennasar, M., Lagaude, A., Hugodot, B., Rouviere, J. and Tarodo de la Fuente, B. (1993). Ultrafiltration with a microfiltration membrane of acid skimmed and fatenriched milk coagula: hydrodynamic, microscopic and rheological approaches. J. Dairy Res. 60, 161-174.
Baker, D.B. (1981). Preparation of low fat imitation cream cheese. Pro Mark Companies, assignee. US Pat. No. 4, 244,983. Banon, S. and Hardy, J. (1992). A colloidal approach of milk acidification by glucono-delta-lactone. J. Dairy Sci. 75, 935-941. B~turle, H.W., Walenta, W. and Kessler, H.G. (1984). Herstellung von Magerquark mit Hilfe der Ultrafiltration. DMZ Deutsche Molkereizeitung 105,356-363. Bishop, J.R., Bodine, A.B. and Janzen, J.J. (1983). Electron microscopic comparison of curd microstructures of Cottage cheese coagulated with and without microbial rennin. Cult. Dairy Prod. J. 8 (1), 14-16. Bodor, J., Koning, M.M., Schmidt, M. and Stratmann, W. (1996). Process for preparing fresh cheese and fresh cheese obtainable thereby. Unilever NV, assignee. WO Pat. No. 9,637,114. Boone, M. (2001a). Cheese composition of the Quark type, and method for preparing fresh low-fat cheese. Marc Boone NV, assignee. WO Pat. No. 0,115,541. Boone, M. (2001b). New composition and method for preparing basic Quark and further processing of the basic Quark. Mark Boone NV, assignee. WO Pat. No. 0,178,518. Bruckert, W. (1998). Sauermilchk~se. Dtsch. Milchwirtschaft 49,493-494. Crane, L.A. (1992). Method of manufacture of a non-fat cream cheese product. Gen Foods, Inc., assignee. US Pat. No. 5,079,027. Creamer, L.K. (1985). Water absorption by renneted casein micelles. Milchwissenschaft 40, 589-591. Dalgleish, D.G. (1992). The enzymatic coagulation of milk, in, Advanced Dairy Chemistry - 1. Proteins, Fox, P.E, ed., Elsevier Applied Science Publishers, London. pp. 157-187. Dalgleish, D.G. and Law, A.J.R. (1989). pH-induced dissociation of bovine casein micelles, II. Mineral solubilization and its relation to casein release. J. Dairy Res. 56, 727-735. Dalgleish, D.G. and Horne, D.S. (1991). Studies of gelation of acidified and renneted milks using diffusing wave spectroscopy. Milchwissenschaft 46, 417-422. Desachy, P. and Parmantier, C. (1998). Fresh cheese. Nestl~ SA, assignee. WO Pat. No. 9,827,825. Dieu, B., Cuq, J., Tarodo de la Fuente, B., Bennesar, M. and Desroches, J.M. (1990). Method for producing cheese by means of microfiltration. Valmont SA, assignee. WO Pat. No. 8,804,141. Dolle, E. (1977). Technik des Therm~ Dtsch. Milchwirtschaft 22,709-712. Dolle, E. (1981). Erkenntnisse tiber das Westfalia-ThermoSpeisequark-Verfahren. Molkereizeitung-Welt der Milch 35,628-629,632-633. Dolle, E. (1991). Developments in Quarg processing. Dairy Ind. Int. 56 (9), 27-29. E1-Tahra, M.A.A., E1-Shazly, A.A., Nasr, M.M. and Omar, I.M.I. (1999). Comparative study on recombined Labneh, with buffalo and cow milk labneh. I. Effect of salt level on consumer acceptability. Egypt. J. Dairy Sci. 27, 127-139. Fem~indez-Albalat, M.P., Fernandez, M.A., Mendez, J. and Cobos,/it. (2001). Studies on the application of ultrafiltration for the manufacture of Cebreiro cheese. Milchwissenschaft 56, 392-394.
Quark, Cream Cheese and Related Varieties
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Acid- and Acid/Rennet-curd Cheeses Part B: Cottage Cheese N.Y. Farkye, Dairy Products Technology Center, California Polytechnic State University, San Luis Obispo, CA 93407
Cottage cheese is a soft, unripened, mild acid cheese with discrete curd particles of relatively uniform size. Creamed Cottage cheese is dry-curd Cottage cheese covered with a cream dressing. The specific origin of Cottage cheese is unknown. However, as the name implies, it was produced originally in homes (cottages) but industrial Cottage cheese production began in the USA in --1916 (Reidy and Hedrick, 1970). Cottage cheese is classified into different groups, subgroups, types, classes and styles (Table 1).
By definition, Cottage cheese and dry-curd Cottage cheese shall comply with the US Food and Drug Administration's Standards of Identity 21 CFR Part 122.128 for Cottage cheese or 21 CFR Part 133.129 for dry-curd Cottage cheese (see Table 2). Reducedfat, light and fat-free Cottage cheese or dry-curd Cottage cheese shall comply with 21 CFR Part 101.62 for nutrient claims for fat. Codex Alimentarius official standard (Codex Stan C-16) for Cottage cheese and creamed Cottage cheese (Codex Alimentarius, 1968) lists the raw material for manufacture as pasteurized bovine skim milk, and the following authorized ingredients: harmless lactic acid and aroma-producing bacteria, rennet or other suitable coagulating agent, CaC12 (maximum of 200mg/kg milk), NaC1 and water. Dairy ingredients allowed in cream dressing (creaming mixture) are: cream, skim milk, condensed milk, non-fat dry milk and dry milk protein. Other permitted ingredients in the cream dressing are: harmless lactic acid- or aroma-producing bacteria, chymosin or other suitable milk-clotting enzyme, NaC1, lactic acid, citric acid, phosphoric acid, hydrochloric acid, glucono-8-1actone (maximum level, 10 g/kg), sodium caseinate, ammonium caseinate, calcium caseinate, potassium caseinate. In addition, the following stabilizing agents are permitted: carob bean gum, guar gum, calcium sulphate, carrageenan or its salts, furcelleran or its salts, gelatine, lecithin, alginic acid or its salt, propylene glycol ester of alginic acid, sodium
carboxymethyl cellulose. Permitted carriers for stabilizers are sugar, dextrose, corn syrup solids, dextrine, glycerine and 1,2-propylene glycol. The limitations for ingredient use are as follows: (1) the weight of solids (including caseinates) added singly or in combination should not exceed 3% (w/w) of the cream dressing mixture and (2) the stabilizing solids, including carrier shall not exceed 0.5% (w/w) of creaming mixture.
Cottage cheese is produced by acid coagulation of pasteurized skimmilk or reconstituted extra low-heat skimmilk powder (RSM). The minimum heat treatment given to skimmilk or RSM for Cottage cheese manufacture is the minimum allowable pasteurization temperature • time of 62.8 ~ • 30 min or 71.7 ~ • 15 s. In a survey of seven Cottage cheese plants in California, Rosenberg et al. (1994) found that the average milk pasteurization temperature used for manufacture is 74-75 ~ Excessive heat treatment of milk (i.e., higher pasteurization temperature and/or longer time) results in a soft coagulum from which it is difficult to expel whey. The skimmilk or RSM used for Cottage cheese manufacture must be of good microbial quality and have a high dry matter (DM) content to ensure good quality and yield of cheese. The differences in DM content of milk from different breeds influence the yield and quality of Cottage cheese. Cottage cheese curds made from Friesian skimmilk (8.7% DM) are more fragile than curds made from Jersey skimmilk (9.8% DM) (Mutzelburg et al., 1982). According to Mutzelburg etal. (1982), when the DM content of Friesian skimmilk was increased to at least 9%, by the addition of Na citrate (0.1%, w/w) or Na caseinate (0.25-0.55%, w/w), curd formation improved during Cottage cheese manufacture. Reconstituted extra low-heat skimmilk powder can be used for Cottage cheese manufacture immediately after reconstitution without holding (Flanagan et al., 1978; White and Ryan, 1983). Increasing DM (8-20%) in RSM increases the moisture-adjusted (80%) Cottage cheese yield by 17.1-31.2%. However, using RSM containing >10.5% DM is not economical because the
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
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Cottage C h e e s e
Groups, types, classes and styles of Cottage cheese
Groups A B Sub-groups 1 2 Types I II III Classes 1 2 Style A B
Culture acidified Chemically acidified Normal shelf-life (14 days and over) Extended shelf-life (21 days and over) Dry-curd Cottage cheese Low-fat Cottage cheese Cottage cheese Unflavoured Flavoured (with nuts, fruit condiments) Small curd (0.635 cm) Large curd (0.953-1.27 cm)
additional yield advantage is offset by the extra cost of ingredients (White and Ryan, 1983), suggesting that 10.5% DM in skimmilk or RSM is optimal for Cottage cheesemaking. Also, cheese manufacturing time is increased when skimmilk containing >10.5% DM content is used because of its high buffering capacity. Emmons and Beckett (1984a) reported that it takes longer than 75 min (normal cooking time) to reduce the pH of skimmilk with a high DM content from 6.6 to 4.8 or lower when conventional bulk starter is used at a level of 5% (w/w). There are conflicting reports on the use of lactosehydrolysed skimmilk for Cottage cheese manufacture. Gyuricsek and Thompson (1976) reported that when >90% of the lactose in skimmilk is hydrolysed before Cottage cheesemaking, the manufacturing time is reduced by 135min because the starter bacteria ferment glucose better than lactose. The shortened manufacturing time results in reduced curd shattering and consequently increase in yields. However, Fedrick and Houliman (1981) found that the use of lactosehydrolysed skimmilk did not affect setting time, yield or quality of Cottage cheese.
The mode of setting (incubation) or acidifying milk for Cottage cheese manufacture depends on whether cultured or direct-acid Cottage cheese is being made. For cultured Cottage cheese, acidification is done by harmTable 2
Standards of Identity for Cottage cheese variants
Cheese type
Fat (%)
Moisture(%)
pH
Dry-curd Cottage cheese Cottage cheese
<0.5 <4.0
<80 <80
<5.2 <5.2
less mesophilic lactic acid bacteria while for direct-set (or direct acid) Cottage cheese, acidification is done using a combination of organic acid, mineral acid or acidogen. Cultured Cottage cheese may be manufactured by three methods that are based on the length of time it takes from the addition of starter to cutting the coagulum. The three methods are designated short-, long- or intermediate-set methods (Emmons, 1963a,b; Emmons and Tuckey, 1967; Kosikowski, i982; Scott, 1986). The temperature • time combinations for the method are given in Table 3. Regardless of the method used, the main principle behind Cottage cheesemaking is the coagulation of caseins at, or near, their isoelectric pH (4.6) and cooking of the curds obtained at a similar pH value. Also, the choice of method depends on the schedule of plant personnel. It is important to ensure that the incubation temperature remains constant and uniform throughout the entire mass for proper and uniform acid development. Sandine (1975) suggests that in the case of the long-set method, if the room temperature is above 22 ~ the incubation temperature should be 21 ~ and if room temperature is less than 21 ~ then the incubation temperature should be 22 ~ As a precautionary measure, and to ensure proper acid development, Reidy and Hedrick (1971) suggested that the titratable acidity of the skimmilk after incubation for 1.5 h should increase by 0.05--0.06% for the short-set method, and by 0.04-0.05% after 3.5 h for the long-set method. Another starter may be added if less acid has developed at that time.
Strains of Lactococcus lactis subsp, lactis or subsp. cremoris, which are least susceptible to agglutination, are used as cultures for acid production during Cottage cheese manufacture. The culture may be an active bulk culture or a frozen concentrated culture. The level of bulk culture used is usually in the range of 1-8%, depending on the method used for manufacture (Table 3), although 0.25-1.0% for the long-set method has also been recommended (Watrous, 1997) to prevent over acidification. Agglutination of starter bacteria in Cottage cheese vats has been reviewed (Salih and Sandine, 1980). When starter bacteria agglutinate, they form clumps and settle to the bottom of the vat during manufacture (Emmons et al., 1966). This results in localized production of lactic acid to give a pH difference of about 0.5 between skimmilk at the bottom and the top of the vat after approximately 4 h of incubation (Salih and Sandine, 1984; Milton et al., 1990). Consequently, precipitation of caseins occurs and sludge is formed at the bottom of the vat.
Cottage Cheese
331
Typical parameters used for short-, intermediate- and long-set methods for Cottage cheese
Method
Incubation temperature (~
Setting time (h)
Starter level (%)
Single strength calf rennet level (ml/454 kg skimmilk)
Short Intermediate Long
30-32.2 28.3 21.1-22.2
4-6 8-9 12-16
5-8 2-2.5 1-2
1.0-1.5 1.0-1.5 0.5-1.0
Brooker (1986) showed that starter agglutination causes minor sludge formation while major sludge, which results in total loss of the vat contents, is caused by slow acid production due to the destruction of starter bacteria by bacteriophage. This view is supported by electron micrographs of samples taken from the bottom of failed vats that show compacted casein micelles, starter bacteria at various stages of lysis and bacteriophage (Brooker, 1986). Minor sludge formation results in yield losses of 4-8% (Grandison et al., 1986). Agglutination can be prevented by homogenizing the skimmilk at 15.2 MPa (Emmons and Elliot, 1967) or bulk culture at 17.2 MPa (Milton et al., 1990) or the addition of de-oiled lecithin (0.5%) to the bulk culture (Milton et al., 1990). Homogenization of skimmilk destroys milk agglutinins while homogenization or addition of lecithin to the starter culture causes fragmentation of starter chains without affecting starter cell density or acid production. Low CO2-producing strains of citrate-positive Lc. lactis subsp, lactis (formerly Lactococcus lactis subsp. lactis biovar, diacetylactis) or Leuconostoc spp. are added for the production of diacetyl, which is important for flavour. However, most of the diacetyl produced (<3.2 mg/kg) is lost in the whey at cutting (Mather and Babel, 1959). Therefore, some processors prefer to add diacetyl to the creaming mixture or culture the creaming mixture with diacetyl-producing organisms (Gilliland, 1972). The production of diacetyl and other flavour compounds in Cottage cheese is discussed later in this review. The use of strains that produce excessive amounts of CO2 (through citrate metabolism) causes the curds to float during cooking. Also, the production of CO2 leads to erroneous determination of titratable acidity of the whey due to the formation of H2CO3 but this can be corrected by boiling whey before measuring its acidity (Emmons and Beckett, 1984b).
The use of food-grade acids or acidogen instead of starter bacteria is an alternate method for manufacturing Cottage cheese. The method of acidification is
based on patents issued to Hammond and Deane (1961), Corbin (1971) and Loter et al. (1975). Essentially, direct acidification is a two-step process in which a less-expensive acid (e.g., lactic or phosphoric acid) is added to cold (2-12 ~ skimmilk to give a pH of approximately 5.2. The cold skimmilk is warmed slowly to 32 ~ Then, glucono-8-1actone (GDL) is added to the warm skimmilk to slowly reduce the pH to about 4.6 in an hour. In solution, GDL hydrolyses slowly to gluconic acid, thereby reducing the pH of the skimmilk (Deane and Hammond, 1960). Skimmilk at pH 5.2 and 26.7 ~ requires between 4.8 and 5.4 g GDL per liter to reduce its pH to 4.7 in an hour (Satterness et al., 1978). The slow acidification of milk by GDL causes casein micelles to aggregate into a network with fewer links compared to clustered casein micelles observed (by electron microscopy) during rapid acidification with HC1 or lactic acid (Harwalkar and Kalab, 1980, 1981). During acidification of milk, casein micelle coagulation does not start until pH 5.1 (Bringe and Kinsella, 1990) when virtually all the colloidal calcium phosphate is solubilized (Gastaldi et al., 1996). The obvious advantage of direct acidification is efficiency of cheesemaking and the elimination of possible problems associated with starter performance in cheese vats (i.e., agglutination, bacteriophage and antibiotics (Sharma et al., 1980)). The total processing time from raw skimmilk to the end of washing during continuous Cottage cheese manufacture by direct acidification with HC1 is about 35 min (Ernstrom and Kale, 1975). However, Cottage cheese made by direct acidification using a continuous process has poor texture (Ernstrom and Kale, 1975), while direct-set Cottage cheese made by conventional methods usually has good texture (Geilman, 1981). Pre-culturing milk to pH 5.5 prior to direct acidification significantly improves the texture and body of the finished cheese (Ernstrom and Kale, 1975). A method for making Cottage cheese using a combination of starter bacteria and direct acidification has been patented (Reddy et al., 1990). Other patented methods for Cottage cheesemaking by direct acidification use HC1 (Ernstrom, 1963), an aliphatic dione (C2mC8 glyoxal) or H202 (Metz, 1980) as acidifying agents.
332
Cottage Cheese
A very low level of milk-clotting enzyme (e.g., chymosin) is required for Cottage cheese manufacture. Suggested levels of single-strength rennet (chymosin) used for short-, intermediate- or long-set cultured Cottage cheesemaking are given in Table 3. The milk-clotting enzyme is added to skimmilk within 1 h of starter addition for cultured Cottage cheese. Some manufacturers prefer to add the milk-clotting enzyme along with the starter. Because the level of chymosin added is small, adequate dilution and stirring is necessary to ensure proper distribution in the skimmilk. After the milk-clotting enzyme is stirred in, the skimmilk is left quiescent for gel formation. The pH of coagulation increases with the amount of rennet used. For directset Cottage cheese, rennet is added simultaneously with GDL. Emmons et al. (1959) recommended using 0.2 ml single strength rennet/454 kg skimmilk for cultured Cottage cheese manufacture in order to achieve a satisfactory coagulum ready to cut at pH 4.8. For direct-acid Cottage cheese, more rennet is necess a r y - about 2.9 ml single strength/454 kg skimmilk, and attempts to manufacture direct-acid Cottage cheese without rennet have been unsuccessful because the coagulum is very weak and the curds shatter extensively on agitation. This is consistent with findings by Kim and Kinsella (1989) who reported that acid-induced gelation with GDL did not occur for 3 h at 35 ~ Bishop et al. (1983) observed that the average size of casein micelles in cultured Cottage cheese curd made with microbial rennet is twice as large as that made without rennet, indicating that rennet promotes aggregation of casein micelles and shortens coagulation time. The United States standards permit the addition of <0.02% CaC12 to skimmilk to improve curd firmness at cutting during Cottage cheesemaking. However, Emmons et al. (1959) reported that the addition of CaC12 has no effect on curd strength or the quality of Cottage cheese, indicating that CaC12 does not play a significant role in the coagulation of casein micelles during Cottage cheesemaking because at pH values <5, most if not all, of the colloidal calcium phosphate in milk is dissolved from the casein micelles (Pyne and McGann, 1960) and the caseins are liberated into the serum phase (Roefs et al., 1985).
(Tuckey, 1964; Emmons and Beckett, 1984a). The size of wire knives used to cut the coagulum determines the size of Cottage cheese curd. Coagulum cut with 0.95 cm or larger wire knives produces large-curd Cottage cheese, while cutting with 0.64 cm knives gives small-curd Cottage cheese. At a cooking temperature in the range 46-60 ~ the firmness and cohesiveness of dry-curd Cottage cheese and its DM content increase with the pH at cutting in the range 4.6-4.9 (Perry and Carroad, 1980; Emmons and Beckett, 1984a). However, when the coagulum is cut at a high pH (e.g., 4.9), the curds have a tendency to matt during cooking (Emmons and Beckett, 1984a). Cutting at a pH lower than 4.6 results in curds that are soft and mushy, and that shatter during cooking. A soft coagulum (Emmons et al., 1959) that holds a high level of moisture after cutting and cooking (White and Ray, 1977) is obtained when heat treatment of milk prior to cheesemaking is more severe than normal pasteurization (72 ~ • 15 s). To obtain a firm coagulum that is easy to cut from milk that has been severely heated (e.g., 80 ~ • 30 min), more single strength rennet ( 1 5 - 2 0 m l / 4 5 4 k g ) is used (Emmons etal., 1959). Consequently, the pH at cutting is high (5.1-5.2) and the quality of the cheese is reduced (Emmons et al., 1959; Durrant et al., 1961). Some cheesemakers use time to indicate when the coagulum is ready to cut. However, this is not reliable. Other than pH measurement, titratable acidity measurement on the whey may be used. This is done by straining or centrifuging curd to obtain clear whey and titrating it with 0.1 N NaOH. The optimum titratable acidity at cutting ranges from 0.42 to 0.60% lactic acid or higher, depending on the DM content of the skimmilk (Table 4). Alternately, the A-C (acid coagulation) test (Emmons and Tuckey, 1967) is used to determine when the coagulum is ready for cutting. In the A-C test, a well-mixed sample of milk is taken from the vat after starter addition but before rennet or coagulant is added. The sample, contained in a stainless steel cup, is suspended in the vat so that it maintains the same Effect of dry matter in skimmilk on titratable acidity at cutting during Cottage cheese manufacture
Dry matter content of skimmilk (%)
7.8 8.7 The pH at which the coagulum is cut is perhaps the most critical step in Cottage cheese manufacture. The desired cutting and cooking pH during Cottage cheese manufacture are 4.75-4.8 and 4.55-4.6, respectively
9.6
10.5 12.4
14.3
Titratable acidity at cutting (%) 0.44 0.50 0.55 0.62 0.74 0.86
Cottage Cheese
temperature as the cultured and rennet-treated skimmilk in the vat. When whey appears in the sample as a knife is drawn through the coagulum in the A-C cup, then the coagulum in the vat is ready to cut. After cutting, the curds are left undisturbed in the whey for about 15 min to 'heal' (i.e., contract and expel some whey) before commencing agitation and heating (cooking) to 52-60 ~ over 1.5-2 h. Collins (1961) recommended cooking to a minimum temperature of 55 ~ and holding at this temperature for at least 18 min to kill coliforms and psychrotrophic bacteria since D-values for E. coli, Pseudomonas fragi, Lc. lactis subsp, cremoris and Lc. lactis subsp, lactis in whey (pH 4.6) at 55 ~ are 4.3, 1.88, 0.64 and 4.57 min, respectively. A high cooking temperature also increases the firmness and DM content of the curds (Chua and Dunkley, 1979; Emmons and Beckett, 1984a). However, at a constant cooking temperature in the range 46.1-60 ~ the DM in curd increases with cooking pH (4.5-4.8) (Emmons and Beckett, 1984a). When rennet is used to aid coagulation and the pH at cooking is <4.5, partial proteolysis of the caseins results in a soft curd even when cooked to a high temperature, e.g., 60~ (Tuckey, 1964; Emmons and Beckett, 1984a). Provided that agitation is not too rapid to shatter the curd, the optimum heating rate is the fastest rate at which no matting occurs (Emmons and Tuckey, 1967). An increase in heating rate from 0.11 ~ at the start to 0.3 ~ at the end of cooking, so that a temperature of 51.6-54.4 ~ is reached within 2 h, was suggested by Tuckey (1964) and Emmons and Tuckey (1967) for the production of high-quality Cottage cheese. The firmness and DM content of Cottage cheese curd increase with heating rate in the range 0.18-0.50 ~ (Chua and Dunkley, 1979). Tuckey (1964) proposed that when the heating rate is too rapid, a surface protein film, which acts as a semipermeable membrane surrounding each cube of Cottage cheese curd becomes denatured, causing whey to be trapped in the curd. However, scanning electron microscopy (SEM) of Cottage cheese (Glaser et al., 1979; Kalab, 1979) failed to demonstrate such a protein film but showed that casein particles on the surface of curds are densely packed and unevenly distributed with pores between them to allow for free outward movement of whey. Similarly, SEM of the interior of a dehydrated curd granule shows clustered and unevenly distributed casein particles. By transmission electron microscopy (TEM), Glaser et al. (1979) showed a distinct difference between the surface and interior of Cottage cheese curd and observed that a surface skin appeared only after severe heat treatment (70 ~ • 1 h), which is unusual for Cottage cheese manufacture.
333
After cooking, the whey is drained and the curds are washed 2-3 times with water to remove excess lactose and lactic acid, thereby stabilizing curd pH, and to cool the curd. It is important to drain hot water from the vat jacket during whey drainage so that curd temperature does not rise during washing. Washing also cools the curds and retards bacterial growth. To achieve a final curd temperature < 4 ~ wash water at 30, 16 and 7-4 ~ or 10 and < 4 ~ for 3 or 2 successive washings, respectively, is used. The volume of wash water varies (4.7-15.2 1/kg curd, i.e., 30-100% of the skimmilk volume, depending on the equipment used) among manufacturers (Dunkley and Patterson, 1977). A typical value is 80% of the original volume of skimmilk. The water is added slowly down the sides of the vat or by sprinkling, and the curds are stirred gently during washing. After adding the required volume of water, stirring is continued for 10 min before draining. In an industry survey, Rosenberg et al. (1994) reported that washing time in the vat varied from 20 to 45 min. Cottage cheese whey and waste wash water are acidic (pH, 4.5-4.6) and contain proteins, lactose and salts at levels that create disposal problems. Nilson and LaClair (1975) reported BOD levels ranging from 34 500 to 42 167 mg/1 and COD levels of 64 188- 67 213 mg/1 during Cottage cheese manufacture from 550 to 600 kg skimmilk. In addition to protein and lactose, most of the minerals in milk, both colloidal and soluble, are lost in the whey and wash water; 87, 72 and 87% of Ca, P and Mg, respectively, are lost (Wong et al., 1976, 1977). To reduce the pollution load of effluent from Cottage cheese plants, a reduction in the volume and number of washings has been suggested (Nilson and LaClair, 1975; Emmons et al., 1978). Cross et al. (1977) reported an average loss of 4% of the curd as fines in whey and wash water. Curd solids are lost into wash water by diffusion, the rate of which increases with temperature (Emmons etal., 1978; Bressan et al., 1981) according to the equation: Deft = (0.0658T + 1.72) • 10 - 6
where, Deft is the effective diffusion coefficient in cm2/s and T is in ~ (Bressan et al., 1981). Knowledge of Deft is useful for engineering calculations in designing equipment to optimize curd washing during Cottage cheese manufacture. The isothermal diffusion of whey components from dry small-curd Cottage cheese granules during washing is similar to that of a spherical geometric model (Bressan et al., 1981, 1982), suggesting that small-curd
334
Cottage Cheese
Cottage cheese can be modelled as spheres for mass transfer studies. The wash water obtained after the first 20 min of washing contains about 87 and 93%, respectively, of the DM and lactose present after 60 min of washing (Bressan et al., 1982). This suggests that diffusion of lactose from curds to wash water is more rapid than the diffusion of other soluble constituents like whey proteins, salts and lactic acid. Therefore, washing for <20 min may be economically and nutritionally advantageous. The quality of water used to wash curds affects the keeping quality of Cottage cheese. Washing curds with high pH water dissolves the casein on the surface of the curd particles, making them slick and slimy in appearance. Therefore, wash water is chlorinated (5-8 mg/kg), and then acidified (pH 5.5-6.0) before use (Angevine, 1959). Acid wash water would probably also cause less loss of protein due to solubilization. Wash water may also be pasteurized.
Cream dressing is added and mixed with dry curds after washing. A typical formula for cream dressing is 10.4% fat, 7.8% milk solids non-fat, 2.0% whey, 2.5% salt and 0.35% stabilizer (Morley, 1981); a typical curd to dressing ratio is 60/40 or 56/44 when some of the non-fat milk solids is replaced with whey solids (Morley, 1981). Methods for preparing cream dressing (Manus, 1957) and the ratio of dressing to curds needed to control the fat content of Cottage cheese have been described (Kemp and Schuhz, 1979; Lundstedt, 1980). Essentially, the dressing is prepared by blending desired quantities of the ingredients, pasteurization at 74 ~ • 30 min or at least 82.2 ~ • 30 s, homogenization (double stage - 13.8 MPa first stage plus 3.4 MPa second stage) and then cooling to 3.3-4.4 ~ Single-stage homogenization of the dressing at 17.2 MPa results in increased viscosity due to fat clumping but whether this treatment leads to improved absorption of the dressing is questionable (Morley, 1981). Alternately, after pasteurization and homogenization, the cream dressing is cooled to 22 ~ inoculated with 2% of a culture containing citrate-positive (cit +) Lc. lactis subsp, lactis, incubated for 6 h, and then rapidly cooled to 5 ~ before use (Sandine, 1975). Patented procedures have been developed (Sing, 1976) for adding concentrated cells of cit + Lc. lactis subsp, lactis to non-cultured chilled cream dressing just before mixing with dry-curd Cottage cheese for the purpose of flavour enhancement and to control the growth of psychrotrophic bacteria during storage. At the time of adding the cream dressing to Cottage cheese curds, flavour materials may be added. The desired final pH
of creamed Cottage cheese is ---5.1. This results from blending the dressing, which has pH of 6.4-6.6, with dry-curd Cottage cheese with a pH of 4.6. Whey separation and the appearance of whey in the package occur when the pH of creamed Cottage cheese is <5.0. On the other hand, creamed Cottage cheese with a pH >5.2 has a reduced shelf-life. Instead of adding cold cream dressing, Overcast and Mackens (1973) suggested the use of hot ( - 8 8 ~ cream dressing to improve shelf-life. Addition of ascorbic acid to a cream dressing as a preservative has been suggested (Custer, 1977). The cream dressing has several functions in finished Cottage cheese. Morley (1981) lists the functions of cream dressing as: 9 source of flavour in creamed Cottage cheese; 9 lubrication of curd to make the product easier to handle during pumping and packaging; 9 modifies perceived texture and improves palatability; 9 adds nutritive value to Cottage cheese; 9 helps to control the fat and moisture levels in creamed Cottage cheese to meet regulatory standards.
The microstructure of direct set and cultured Cottage cheese are similar except for slight differences observed during the early stages of coagulation (Glaser et al., 1980). During Cottage cheesemaking, the numberaverage diameter of the casein particles increases from ---88 nm in milk to ---182 nm during early gelation, ---185 nm at the end of healing, ---206 nm during cooking and finally to 207 nm at the end of cooking (Glaser et al., 1980). However, the average diameter of the micelles is larger in cheese made with rennet than in that made without rennet (Bishop et al., 1983), suggesting that rennet aids in the fusion of the micelles. Typical electron micrographs of Cottage cheese curds show a porous mass of casein particles in the form of clusters and short chains.
The typical yields (kg cheese at 80% moisture per 100 kg skim milk) of dry-curd (uncreamed) Cottage cheese made from HTST-pasteurized skimmilk is 15-17%, depending on the protein (casein) content of the skimmilk. Except for the results of White and Ray (1977), yields reported for direct-set Cottage cheese are generally slightly higher (Satterness et al., 1978;
Cottage Cheese
Sharma et al., 1980; Geilman, 1981) than for cultured Cottage cheese. This is attributable, in part, to loss of soluble peptides produced from casein on proteolysis by starter bacteria. The use of proteinase-negative ( p r t - ) starters minimizes yield losses resulting from the proteolytic activity of starter bacteria (Stoddard and Richardson, 1986). Other methods reported to increase the yield of Cottage cheese include: 1. heating of skimmilk to a temperature higher than minimum HTST (Emmons et al., 1959; Durrant et al., 1961; White and Ray, 1977); 2. thermization (74 ~ • 10 s), followed by storage at 3 ~ for 7 days, then HTST treatment (Dzurec and Zall, 1982); 3. addition of sodium hexametaphosphate (SHMP) (Dybing et al., 1982); 4. addition of iota-carrageenan + SHMP (Manning, 1985; Manning et al., 1985); 5. ultrafiltration (UF) of skimmilk to 6.4% (Mathews et al., 1976), 9% (Ocampo and Ernstrom, 1987) or 15% (Covacevich and Kosikowski, 1978) protein. Also, Kosikowski et al. (1985) described the use of retentate-supplemented skimmilk for Cottage cheese manufacture. It is not known whether the methods listed above have been adapted for the commercial production of Cottage cheese. The use of highly heated skimmilk, gums, polysaccharides and UF techniques is aimed at trapping more whey proteins in Cottage cheese.
While the commercial production of some high-moisture, acid-coagulated cheeses (e.g., Quarg) from UF milk is promising, commercial production of Cottage cheese from UF skimmilk (UF Cottage cheese) is currently unattractive partially because of the difficulty in making good UF Cottage cheese with 20% DM retentate (Ocampo-Garcia, 1987). Ultrafiltration Cottage
335
cheese contains higher DM (24%) than conventional cheese (20% DM), which results in a higher (2%) moisture-adjusted yield in the former. However, the high DM in the UF cheese is not accompanied by increased firmness, suggesting the need for research to make a better quality UF Cottage cheese containing 20% DM. The most acceptable firmness of conventional Cottage cheese by a consumer panel is 25-35 g/cm (Mackie et al., 1989), as measured by the resistance to the movement of a wire through the curds (Voisey and Emmons, 1966). Cottage cheese made from UF skimmilk (pH 6.6) absorbs cream dressing poorly, giving it a gelatinous appearance (Covacevich and Kosikowski, 1978). However, this problem can be corrected by acidifying the skimmilk to pH 5.8 prior to UF (Ocampo and Ernstrom, 1987). Another problem encountered during the manufacture of Cottage cheese from UF skimmilk is that the coagulum is tough to cut with conventional cheese knives. Heat treatment (71.7-82.2 ~ for 7 s) of the UF skimmilk (Raynes et al., 1988) or the addition of 0.3% sodium citrate (Geilman, 1988) to it prior to cheesemaking decreases coagulum firmness at cutting.
Nutritionally, Cottage cheese is a wholesome low-calorie food that supplies less than 110 kcal/100 g (Table 5). Cottage cheese contains less Ca (about 30 mg/100 g for dry-curd, 60-100mg/100 g for creamed curd and 68 mg/100 g for low-fat creamed curd) than rennetcoagulated cheeses (700-900mg/100 g). These values suggest that approximately 50% of the Ca in Cottage cheese comes from the cream dressing. The concentrations of Ca, Mg, K and Na in Cottage cheese vary seasonally (Bruhn and Franke, 1988), probably as a result of seasonal variations in their concentrations in milk. Increasing Ca and reducing Na content of Cottage cheese are major nutritional concerns for the dairy industry. Wong et al. (1976) reported a 5-fold increase in Ca and a nutritionally favourable P:Ca ratio of 1.5
Proximate composition of Cottage cheese varieties
Cottage cheese variety Component
Creamed (large- or small-curd)
Low-fat (2% milk fat)
Low-fat (1% milk fat)
Dry-curd (large or small curd)
Moisture (g/100 g) Protein (g/100 g) Fat (g/100 g) Ash (g/100 g) Carbohydrate (g/100 g) Energy (kcal/100 g)
79.0 12.5 4.5 1.4 2.6 103.0
79.0 14.0 1.9 1.4 3.6 90.0
82.5 12.4 1.0 1.4 2.7 72.0
79.5 17.3 0.4 0.7 1.85 85.0
336
Cottage Cheese
in Cottage cheese when 0.2% of either sodium pyrophosphate, sodium tripolyphosphate or SHMP was added to skimmilk prior to cheesemaking. Addition of CaC12 to milk does not affect the Ca content of Cottage cheese but the Ca content of large-curd Cottage cheese is about 60% higher than that of smallcurd Cottage cheese. The exposed surface area to water during washing for large-curd Cottage cheese is smaller than that of small-curd Cottage cheese. Consequently, more minerals leach out of the latter into the wash water during manufacture (Wong et al., 1976). Cottage cheese can be fortified with Ca (to 2 • normal levels) through the addition of calcium salts (chloride, lactate or phosphate) to the cream dressing without adverse effects on sensory and microbiological qualities (Shelef and Ryan, 1988). The use of UF skimmilk retentate or addition of carrageenan to skimmilk did not affect Ca content of Cottage cheese (Craddock and Morr, 1988). The concentration of Na in Cottage cheese is about 4 mg/g (Demott et al., 1984; Bruhn and Franke, 1988), most of which is added with the cream dressing because the recovery of milk Na (approximately 0.5 mg/g) in curd is only about 3% (approximately 0.11 mg/g) after three washings during Cottage cheese manufacture (Wong et al., 1976). A 25% reduction of the sodium content of Cottage cheese dressing (Wyatt, 1983) or replacement of up to 50% of the NaC1 by KC1 (Demott etal., 1984) results in low-sodium Cottage cheese with sensory qualities similar to regular Cottage cheese. Generally, dairy products are poor sources of dietary iron. The concentration of Fe in Cottage cheese is ---174.1 Ixg/100 g (Wong et al., 1977). Addition of Fe in the form of ferric ammonium citrate to skimmilk (to give 20 ixg Fe/ml milk) resulted in 58% Fe recovery in washed curds without adverse effects on cheese quality (Sadler et al., 1973). The concentrations of Zn, Cu and Mn in Cottage cheese are 482.6, 2.6 and 3.7 Ixg/100 g, respectively (Wong et al., 1977). Fortification of Cottage cheese with vitamins A and C has been reported to produce satisfactory results (Sweeney and Ashoor, 1989).
An earlier review on the microbial quality of Cottage cheese was published by Emmons (1963). Cottage cheese has limited shelf-life (time from manufacture to unacceptability). Surveys of the shelf-life of Cottage cheese (Table 6) in three countries show that it starts to deteriorate within 2 weeks of storage at 5-7 ~ and is dependent on temperature (Schmidt and Bouma, 1992).
Reported shelf-life of Cottage cheese stored at refrigerated temperatures in various countries Country
Shelf-life (days)
Reference
Canada USA UK
<16 17.8 9-15
Roth et aL (1971) Hankin et al. (1975) Brocklehurst and Lund (1988)
The most frequently found spoilage organisms in Cottage cheese are psychrotrophic bacteria (Pseudomonas, Achromobacter, Flavobacterium, Alcaligenes, Escherichia, Enterobacter), yeasts and moulds (Witter, 1961; Cousin, 1982). However, Pseudomonas fluorescens, Ps. putida and Enterobacter agglomerans are the principal cause of spoilage (Brocklehurst and Lund, 1985). Bishop and White (1985) found no correlation (r = -0.61) between bacterial numbers and Cottage cheese shelf-life but reported that proteolysis was inversely related to potential shelf-life. Psychrotrophic bacteria (Marth, 1970) and their proteases (White and Marshall, 1973) cause defects like surface discolouration, off-odours and off-flavours in Cottage cheese. Bitterness, resulting from increased proteolysis by psychrotrophic bacteria (Stone and Naff, 1967), occurs in Cottage cheese. The shelf-life of Cottage cheese can be extended by >75% by adding sorbic acid or potassium sorbate (0.075%, w/w) to the cream dressing to inhibit psychrotrophic bacteria (Bradley et al., 1962; Collins and Moustafa, 1969; Bodyfelt, 1979; Brocklehurst and Lund, 1985) and moulds without producing objectionable flavours. Sorbic acid is most effective as an anti-microbial agent in its undissociated form, which represents about 59-31% of the concentration used in Cottage cheese at pH 4.6-5.1 (Brocklehurst and Lund, 1985). Chen and Hotchkins (1991) found that dissolving CO2 in Cottage cheese prior to packaging in airtight containers inhibits the growth of gram-negative bacteria and extends shelf-life up to 60 days at 4 ~ Mannheim and Softer (1996) also reported that modified atmospheric packaging by headspace flushing with CO2 extends the shelf-life of Cottage cheese stored at 8 ~ by 150%. Other 'natural' ways of extending shelf-life are by the addition of bifidobacteria to inhibit Staphylococci (Brisolva, 1987) or a pre-cultured skim milk product, MicroGARD TM (Salih et al., 1990). The inhibitory effect of MicroGARD TM is due to a heat-stable, low-molecular weight (---700 daltons) peptide. It is claimed (Boudreaux et al., 1988) that the addition of 106-107 cfu/g Propionibacterium shermanii NRRL-B-18074 plus 106-107 cfu/g of either cit + Lc. lactis subsp, lactis (formerly, S. lactis
Cottage Cheese
subsp, diacetylactis) NRRL-B-15005, NRRL-B-15006, NRRL-B-15018 or ATCC 15346 to Cottage cheese dressing inhibits psychrotrophic bacteria and moulds by producing propionic and acetic acids which act as antimicrobial agents. Mather and Babel (1959) showed that the addition of acetic or propionic acid to Cottage cheese dressing retards slime formation. Some lactic acid bacteria produce anti-microbial substances that inhibit bacteria of other genera (Branen etal., 1975). The patented (Gonzalez, 1986) strains of citrate-positive (cit +) Lc. lactis subsp, lactis exert their preservative effect without metabolizing lactose or citrate because they are lac-, cit-; they lack a 41 MDa plasmid and a 5.5 MDa plasmid which control lactose and citrate utilization, respectively, in those organisms. The survival of Listeria monocytogenes (strains Scott A or V7) during the manufacture and storage of cultured Cottage cheese was studied by Ryser et al. (1985) who found that small numbers (<100 cfu/g) of the organism survived the cheesemaking process. However, Listeria-free direct-acid Cottage cheese was made using GDL but not HC1 because undissociated organic acids are more soluble in the bacterial cell membrane and are more bacteriostatic than dissociated acids (E1-Shenawy and Marth, 1990).
The acidic taste of Cottage cheese is due largely to lactic acid, which is present at a concentration in the range 124-452 mg/kg; other acids present include formic (23-306 mg/kg) and acetic (11-292 mg/kg), while the concentrations of propionic and butyric acids are <1 mg/kg (Brocklehurst and Lund, 1985). Formic, acetic, propionic and butyric acids are volatile, thus contributing to the aroma of Cottage cheese. The most distinct flavour compound in Cottage cheese is diacetyl which is produced by oxidative decarboxylation of oL-acetolactic acid, an intermediate compound formed during citrate metabolism by microorganisms that contain citrate permease and citritase (Seitz et al., 1963a), or by condensation of acetyl CoA (from acetic acid) and acetaldehyde, as a C2wthiamine pyrophosphate (TPP) complex (Collins, 1972). Diacetyl production is pH depedent, occurring at pH values <5.5 (Collins, 1972). Acceptable levels of diacetyl in Cottage cheese are estimated to be about 2 mg/kg (Hempenius etal., 1965) but a diacetyl:acetaldehyde ratio of 3-5 is desirable for good flavour (Lindsay et al., 1965). A ratio of diacetyl:acetaldehyde >5 or <3 results in harsh or green flavour defects, respectively. The lack of diacetyl flavour can be attributed partially to the oxidation
337
of diacetyl to acetoin by some starter or contaminating bacteria (e.g., coliforms, Pseudomanas and Alcaligenes) that contain diacetyl reductase (Seitz et al., 1963b). Since oxidation increases with temperature (Pack et al., 1968), storage of Cottage cheese at refrigeration temperatures is important for the retention of diacetyl flavour. The pathway for the conversion of citrate to diacetyl is very well understood. Further, the accumulating evidence on the central role of pyruvate in diacetyl synthesis, the diacetyl destructive enzymes, and procedures developed for selective isolation of mutants that favour the synthesis of the key intermediate, ot-acetolactate, have offered immense possibilities of 'engineering' high flavour-producing lactococci (Hugenholtz, 1993; Hugenholtz et al., 1994). Metabolism of citrate by citrate-fermenting lactic acid bacteria is dependent on the transport of citrate into the cell via a permease system, which functions optimally below pH 6.0. Genetic coding for the permease enzyme is found on a plasmid. Fermentation of citrate by citrate-fermenting lactococci starters also results in the generation of CO2. However, excessive gas production within Cottage cheese curds leads to floating curd cubes during cooking and causes improper, inadequate and non-uniform syneresis, resulting in defective texture and at times matting of individual curd particles, which is undesirable. The citrate-fermenting lactococci produce significant amounts of CO2 (some strains produce excessive amounts) and relatively high concentrations of acetaldehyde, which results in a 'yogurt-like green apple flavour'.
The following are common defects in Cottage cheese and their possible causes (Emmons and Tuckey, 1967; Sandine, 1975). 1. Mealy curd a. Cooling too fast b. Curd particles contacting hot surface during cooking (possibly due to inadequate stirring) 2. Matted curd a. pH too high, i.e., not enough acid at cutting 3. Shattered curd a. Excessive heat treatment of skimmilk b. Too much acid at cutting c. Rough handling of the curd, especially at cutting d. Too low solids e. Too much rennet 4. Rubbery curd a. Cooking temperature too high
338
Cottage Cheese
5. Weak pasty curd a. Excessive heat treatment of skimmilk b. Cooking temperature too low c. Low pH at cutting d. Too much acidity before and during cooking 6. Acid and unclean flavour a. Excess acid at cutting b. Cooking too rapid, especially during early stages c. Contamination during and after manufacture d. Poor quality skimmilk and/or starter 7. Gelatinous curd a. Spoilage bacteria b. Alkaline wash water 8. Poor shelf-life a. Unclean equipment b. Failure to keep cream, dry curd and creamed Cottage cheese cold ( < 5 ~ 9. Bitterness a. Contamination by psychrotrophic bacteria such as Ps. putrefaciens b. Cooking too fast 10. Gassiness a. Contaminated milk b. Use of starters containing high gas-producing cit + Lc. lactis subsp, lactis 11. Sediment in cheese vat at cutting a. Clumping of starter bacteria by agglutinins in milk; most c o m m o n with mastitic and early lactation milk 12. Medicinal flavour a. Use of chlorinated wash water high in organic matter.
Angevine, N.C. (1959). Keeping quality of Cottage cheese. J. Dairy Sci. 42, 2015-2019. Bishop, J.R. and White, C.H. (1985). Estimation of potential shelf life of Cottage cheese utilizing bacterial numbers and metabolites.J. Food Prot. 48, 1054-1057. Bishop, J.R., Bodine, A.B. and Janzen, J.J. (1983). Electron microscopic comparison of curd microstructures of Cottage cheese coagulated with and without microbial rennin. Cult. Dairy ProdJ. I8, 4-16. Bodyfeh, EW. (1979). Sensory, shelf life, microbial and chemical evaluation of creamed Cottage cheese treated with sorbates. J. Food Prot. 42,836 (abstr.). Boudreaux, D.P., Lingle, M.W., Vedamuthu, E.R. and Gonzalez, C.E (1988). Method for preservation of creamed Cottage cheese. US Patent 4,728,516. Bradley, R.L., Harmon, L.G. and Stine, C.M. (1962). Effect of potassium sorbate on some organisms associated with Cottage cheese spoilage. J. Milk Food Technol. 25, 318-323. Branen, A.L., Go, H.C. and Genske, R.P. (1975). Purification and properties of antimicrobial substances produced by
Streptococcus diacetylactis and Leuconostoc citrovorum. J. Food Sci. 40,446-450. Bressan, J.A., Carroad, RA., Merson, R.L. and Dunkley, W.L. (1981). Temperature dependence of effective diffusion coefficient for dry matter during washing of cheese curd. J. Food Sci. 46, 1958-1959. Bressan, J.A., Carroad, RA., Merson, R.L. and Dunkley, W.L. (1982). Modeling of isothermal diffusion of whey components from small curd Cottage cheese during washing. J. Food Sci. 41, 84-88. Bringe, N.A. and Kinsella, J.E. (1990). Acidic coagulation of casein micelles: mechanisms inferred from spectrophotometric studies. J. Dairy Res. 57,365-375. Brivosa, G.V. (1987). Izvestiya, Vyssnvikh Uchebnykh Zavedenii Pishchevaya Technologiya 3, 61-63 (cited from Dairy Sci. Abstr. 1988;50;584). Brocklehurst, T.E and Lund, B.M. (1985). Microbiological changes in Cottage cheese varieties during storage at 7 ~ Food Microbiol. 2,207-233. Brocklehurst, T.E and Lund, B.M. (1988). The effect of pH on the initiation of growth in Cottage cheese spoilage bacteria. Int. J. Food Microbiol. 6, 43-49. Brooker, B.E. (1986). Electron microscopy of normal and defective Cottage cheese curd. J. Soc. Dairy Technol. 39, 85-88. Bruhn, J.C. and Franke, A.A. (1988). Protein and major cations in California Cottage cheese and yogurt. J. Dairy Sci. 71, 2885-2890. Chen, J.H. and Hotchkins, J.H. (1991). Effect of dissolved carbon dioxide on the growth of psychrotrophic organisms in Cottage cheese. J. Dairy Sci. 74, 2941-2945. Chua, T.E.H. and Dunkley, W.L. (1979). Influence of cooking procedures on properties of Cottage cheese curd. J. Dairy Sci. 62, 1216-1226. Codex Alimentarius (1968). Codex international individual standard for Cottage cheese including creamed Cottage cheese. Codex Stan C- 16-1968. FAO/WHO, Rome, Italy. Collins, E.B. (1961). Resistance of certain bacteria to Cottage cheese cooking temperatures. J. Dairy Sci. 44, 1989-1995. Collins, E.B. (1972). Biosynthesis of flavour compounds by microorganisms. J. Dairy Sci. 55, 1022-1028. Collins, E.B. and Moustafa, H.H. (1969). Sensory and shelflife evaluation of Cottage cheese treated with potassium sorbate. J. Dairy Sci. 52,439-444. Corbin, E.A., Jr. (1971). Cheese manufacture. US Patent 3620768. Cousin, M.A. (1982). Presence and activity of psychrotrophic microorganisms in milk and dairy products: a review. J. Food Prot. 45, 172-207. Covacevich, H.R. and Kosikowski, EV. (1978). Cottage cheese by ultrafiltration. J. Dairy Sci. 61,529. Craddock, M.A. and Mort, C.V. (1988). Evaluation of alternative methods to increase calcium retention in Cottage cheese curd. J. Food Sci. 53, 1680-1683. Cross, S.D., Henderson, J.M. and Dunkley, W.L. (1977). Losses and recovery of curd fines in Cottage cheese manufacture. J. Dairy Sci. 60, 1820-1823. Custer, E.W. (1977). Manufacturing top-quality Cottage cheese. Cult. Dairy Prod. J. 12 (4), 18-20.
Cottage Cheese Deane, D.D. and Hammond, E.G. (1960). Coagulation of milk for cheesemaking by ester hydrolysis. J. Dairy Sci. 43, 1421-1429. Demott, B.J., Hitchcock, J.P. and Sanders, O.G. (1984). Sodium concentration of selected dairy products and acceptability of sodium substitute in Cottage cheese. J. Dairy Sci. 67, 1539-1543. Dunkley, W.L. and Patterson, D.R. (1977). Relations among manufacturing procedures and properties of Cottage cheese. J. Dairy Sci. 60, 1824-1840. Durrant, N.W., Stone, W.K. and Large, RM. (1961). The effect of increasing serum protein content of Cottage cheese curd on yield and quality. J. Dairy Sci. 44, 1171 (abstr.). Dybing, S.T., Parson, J.G., Martin, J.H. and Spurgeon, K.R. (1982). Effect of sodium hexametaphosphate on Cottage cheese yield. J. Dairy Sci. 65,544-551. Dzurec, D.J. and Zall, R.R. (1982). Effect of on-farm heating and storage of milk on Cottage cheese yield. J. Dairy Sci. 65, 2296-2300. E1-Shenawy, M.A. and Marth, E.H. (1990). Behavior of Listeria monocytogenes in the presence of gluconic acid and during preparation of Cottage cheese curd using gluconic acid.J. Dairy Sci. 73, 1429-1438. Emmons, D.B. (1963a). Recent research in the manufacture of Cottage cheese- Part I. Dairy Sci. Abstr. 25, 129-137. Emmons, D.B. (1963b). Recent research in the manufacture of Cottage cheese- Part II. Dairy Sci. Abstr. 25, 175-182. Emmons, D.B. and Beckett, D.C. (1984a). Effect of gas-producing cultures on titratable acidity and pH in making Cottage cheese. J. Dairy Sci. 67, 2192-2199. Emmons, D.B. and Beckett, D.C. (1984b). Effect of pH at cutting and during cooking on Cottage cheese. J. Dairy Sci. 67, 2200-2209. Emmons, D.B. and Elliot, J.A. (1967). Effect of homogenization of skimmilk on rate of acid development, sedimentation and quality of Cottage cheese made with agglutinating cultures. J. Dairy Sci. 50, 957 (abstr.). Emmons, D.B. and Tuckey, S.L. (1967). Cottage Cheese and Other Cultured Milk Products. Pfizer Cheese Monographs. Vol. 3. Chas. Pfizer and Co., Inc., New York. Emmons, D.B., Swanson, A.M. and Price, W.V. (1959). Effect of skimmilk heat treatment and methods of acidification on manufacture and properties of Cottage cheese. J. Dairy Sci. 42, 1020-1031. Emmons, D.B., Elliot, J.A. and Beckett, D.C. (1966). Effect of lactic streptococci agglutinins on curd formation and manufacture of Cottage cheese. J. Dairy Sci. 49, 1357. Emmons, D.B., Beckett, D.C., Campbell, N.J. and Humbert, E.S. (1978). Reducing washing of Cottage cheese and increased recovery of whey solids. Cult. Dairy Prod. J. 13 (2), 13-17, 22-24, 26-29. Ernstrom, C.A. (1963). Process for preparing cheese curd. US Patent 3089776. Ernstrom, C.A. and Kale, C.G. (1975). Continuous manufacture of Cottage cheese and other uncured cheese varieties. J. Dairy Sci. 58, 1008. Fedrick, I.A. and Houliman, D.B. (1981). The effect of lactose hydrolysis on the yield of Cottage cheese curd. Aust. J. Dairy Technol. 36 (3), 104-106.
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Flanagan, J.E, Thompson, M.P., Breower, D.P. and Gyuricsek, D.M. (1978). Manufacture of Mozzarella, Muenster and Cottage cheese from nonfat milk powder. Cult. Dairy Prod. J. 13 (4), 24-28. Gastaldi, E., Laguade, A. and Tarodo de la Fuente (1996). Micellar transition state in casein between pH 5.5 and 5.0. J. Food Sci. 61, 59-64. Geilman, W.G. (1981). Comparison of Skimilk Starter, Wheybased Starter and a Direct-set Method on Yield, Quality and Economics of Cottage Cheese Production. MS Thesis, Utah State University, Logan, UT. Geilman, W.G. (1988). Effect of milk quality and composition on the production of retentate made using ultrafiltration and a soft and semi-soft cheese made from retentate. Ph.D. Thesis. Mississippi State University, MS. Gilliland, S.E. (1972). Flavor intensification with concentrated cuhures.J. Dairy Sci. 55, 1028-1031. Glaser, J., Carroad, RA. and Dunkley, W.L. (1979). Surface structure of Cottage cheese curd by electron microscopy. J. Dairy Sci. 62, 1058-1068. Glaser, J., Carroad, P.A. and Dunkley, W.L. (1980). Electron microscopic studies of casein micelles and curd microstructure in Cottage cheese. J. Dairy Sci. 63, 37-48. Gonzalez, C.E (1986). Preservation of foods with rlonlactose fermenting Streptococcus lactis subspecies diacetilactis. US Patent 4,599,313. Grandison, A.S., Brooker, B.E., Young, P. and Wingmore, A.S. (1986). Yield loss of Cottage cheese curd due to the formation of minor sludge: the beneficial effect of homogenizationJ. Soc. Dairy Technol. 39, 123-126. Gyuricsek, D.M. and Thompson, M.P. (1976). Hydrolyzed lactose cultured dairy products. II. Manufacture of yogurt, buttermilk and Cottage cheese. Cult. Dairy Prod. J. 11 (3), 12-14. Hammond, E.G. and Dearie, D.D. (1961). Cheesemaking process. US Patent 2982654. Hankin, L., Stephens, G.R. and Dillman, W.E (1975). Quality control significance of special media for enumeration of microbial groups in Cottage-type cheese. J. Milk Food Technol. 38, 738-744. Harwalkar, "
340
Cottage Cheese
Kemp, A.R. and Schuhz, J.R. (1979). Increasing Cottage cheese profitability. Cult. Dairy Prod.J. 14 (1), 15-18. Kim, B.Y. and Kinsella, J.E. (1989). Effect of temperature and pH on the coagulation of casein. Milchwissenschaft. 44, 622-625. Kosikowski, EV. (1982). Cheese and Fermented Milk Foods. 2nd edn, Edward Bros, Inc., Ann Arbor, MI. Kosikowski, F.V., Masters, A.R. and Mistry, V.V. (1985). Cottage cheese from retentate-supplemented skimmilk. J. Dairy Sci. 68, 541-547. Lindsay, R.C., Day, E.A. and Sandine, W.E. (1965). Green flavor defect in lactic starter cultures. J. Dairy Sci. 48,863-869. Loter, I., Dissly, H.G. and Schafer, R.E. (1975). Preparation of cheese. US Patent 3,882,250. Lundstedt, E. (1980). The techniques involved in the creaming of Cottage cheese. Cult. Dairy Prod. J. 15 (2), 8-13. Mackie, D.A., Emmons, D.B., Beckett, D.C. and Elsaesser, J.L. (1989). Sensory and instrumental analyses of Cottage cheese firmness. Can. Inst. Food Sci. Technol. J. 22,456-459. Manning, D.W., Jr. (1985). Increasing cheese yields with carrageenan. Proc. 22nd Marschall Invitational Cheese Seminar, Madison, WI. pp. 49-54. Manning, D., Jr., Witt, H. and Ames, J. (1985). Increasing cheese yields with carrageenan, in, Gums and Stabilizers for the Food Industry 3, Phillips, G.O., Wedlock, D.J. and Williams, RA., eds, Elsevier Applied Science Publishers, London. pp. 379-385. Mannheim, C.H. and Softer, T. (1996). Shelf life extension of Cottage cheese by modified atmosphere packaging. Lebensm.-Wiss.u.-Technol. 29,767-771. Manus, L.J. (1957). High viscosity Cottage cheese dressing. Milk Prod. J. 48 (10), 56-58. Marth, E.H. (1970). Spoilage of Cottage cheese by psychrophilic organisms. Cult. Dairy Prod. J. 5 (1), 14-17. Mather, D.W. and Babel, EJ. (1959). Studies on the flavor of creamed Cottage cheese. J. Dairy Sci. 42,809-815. Mathews, M.E., So, S.E., Amundson, C.H. and Hill, C.G., Jr. (1976). Cottage cheese from uhrafiltered skimmilk. J. Food Sci. 41,619-623. Metz, EL. (1980). Method for preparing cheese. US Patent 4,199,609. Milton, K., Hicks, C.L., O'Leary, J. and Langlois, B.E. (1990). Effect of lecithin addition and homogenization of bulk starter on agglutination. J. Dairy Sci. 73, 2259-2268. Morley, R.G. (1981). Suggestions for the preparation of cream dressing for Cottage cheese, in, Proceedings of the 2nd Biennial Marschall International Cheese Conference. Dane County Exposition Center, Madison, WI. Mutzelburg, I.D., Dennien, G.J., Fedrick, I.A. and Deeth, H.C. (1982). An investigation of some factors involved in curd shattering during Cottage cheese manufacture. Aust. J. Dairy Technol 37, 107-112. Nilson, K.M. and LaClair, EA. (1975). Pollution load of Cottage cheese whey and wash waters. J. Milk Food Technol. 38, 532-536. Ocampo, J.R. and Ernstrom, C.A. (1987). Cottage cheese from ultrafiltered skimmilk. J. Dairy Sci. 70 (Suppl. 1), 67 (abstr).
Ocampo-Garcia, J.R. (1987). Cottage Cheese Made from Ultrafiltered Skimmilk by Direct Acidification. MS Thesis, Utah State University, Logan, UT. Overcast, W.W. and Mackens, D. (1973). The use of hot cream as dressing for Cottage cheese. Cult. Milk Prod. J. 8 (1), 6-7, 31. Pack, M.Y., Vedamuthu, E.R., Sandine, W.E., Elliker, P.R. and Lessment, H. (1968). Effect of temperature on growth and diacetyl production by aroma bacteria in single and mixed strain lactic cultures. J. Dairy Sci. 51,339-344. Perry, C.A. and Carroad, P.A. (1980). Influence of acid related manufacturing practices on the properties of Cottage cheese curd. J. Food Sci. 45,794-797. Pyne, G.T. and McGann, T.C.A. (1960). The colloidal phosphate of milk. II. Influence of citrate. J. Dairy Res. 27, 9-17. Raynes, R., Ernstrom, C.A. and Hicks, C.L. (1988). Sensory and curd characteristics of Cottage cheese manufactured from 16% dry matter retentate.J. Dairy Sci. 71 (Suppl. 1), 81 (abstr). Reddy, M.S., Mullen, J., Washman, C.J., Brown, C.G. and Hunt, C.C. (1990). Cheese manufacture. US Patent 4,959,229. Roefs, S.P.EM., Walstra, P., Dalgleish, D.G., and Horne, D.S. (1985). Preliminary note on the change in casein micelles caused by acidification. Neth. Milk Dairy J. 39, 119-122. Rosenberg, M., Tong, ES., Sulzer, G., Gendre, S. and Ferris, D. (1994). California Cottage cheese technology and product quality: an in-plant survey. 1. Manufacturing process. Cult. Dairy Prod. J. 29 (1), 4-11. Roth, L.A., Clegg, L.EL. and Stiles, M.E. (1971). Coliforms and shelf life of commercially produced Cottage cheese. Can. Inst. Food Sci. Technol. J. 4, 107-111. Reidy, G. and Hedrick, T.I. (1970). Highlights of Cottage cheese industry in the USA. Cult. Dairy Prod. J. 5 (3), 18-20. Reidy, G. and Hedrick, T.I. (1971). Highlights of Cottage cheese industry in the USA. Cult. Dairy Prod. J. 6 (1), 21-24. Ryser, E.T., Marth, E.H. and Doyle, M.P. (1985). Survival of Listeria monocytogenes during manufacture and storage of Cottage cheese. J. Food Prot. 48, 746-750. Sadler, A.M., Lacroix, D.E. and Alford, J.A. (1973). Iron content of Bakers and Cottage cheese made from fortified skimmilk. J. Dairy Sci. 56, 1267-1270. Salih, M.A. and Sandine, W.E. (1980). Lactic streptococci agglutinins: a review. J. Food Prot. 43,856-858. Salih, M.A. and Sandine, W.E. (1984). Rapid test for detecting lactic streptococci agglutinins in cheese milk. J. Dairy Sci. 67, 7-23. Salih, M.A., Sandine, W.E. and Ayres, J.W. (1990). Inhibitory effects of Microgard TM on yogurt and Cottage cheese spoilage organisms. J. Dairy Sci. 73,887-893. Sandine, W.E. (1975). Quality Cottage cheese. Cult. Dairy Prod.J. l0 (2), 12-16. Satterness, D.E., Parson, J.G., Martin, J.H. and Spurgeon, K.R. (1978). Yields of Cottage cheese made with cultures and direct acidification. Cult. Dairy Prod. J. 13 (1), 8-13.
Cottage Cheese Schmidt, K. and Bouma, J. (1992). Estimating shelf life of Cottage cheese using hazard analysis. J. Dairy Sci. 75, 2922-2927. Scott, R. (1986). Cheesemaking Practice, 2nd edn, Elsevier Applied Science Publishers, London. Seitz, E.W., Sandine, W.E., Elliker, P.R. and Day, E.A. (1963a). Studies on diacetyl biosynthesis by Streptococcus diacetilactis. Can. J. Microbiol. 9, 431-441. Seitz, E.W., Sandine, W.E., Elliker, P.R. and Day, E.A. (1963b). Distribution of diacetyl reductase among bacteria.J. Dairy Sci. 46, 186-189. Sharma, H.S., Bassette, R., Metha, R.S. and Dayton, D. (1980). Yield and curd characteristic of cottage cheese made by culture and direct-acid set methods. J. Food Prot. 43,441-446. Shelef, L.A. and Ryan, R.J. (1988). Calcium supplementation of Cottage cheese.J. Dairy Sci. 71, 2618-2621. Sing, E.L. (1976). Preparation of Cottage cheese. US Patent 3,968,256. Stoddard, G.W. and Richardson, G.H. (1986). Effect of proteolytic activity of Streptococcus cremoris in Cottage cheese yields. J. Dairy 5ci. 69, 9-14. Stone, W.K. and Naff, D.M. (1967). Increases in soluble nitrogen and bitter flavor development in Cottage cheese. J. Dairy 5ci. 15, 1497-1501. Sweeney, M.A. and Ashoor, S.H. (1989). Fortification of Cottage cheese with vitamins A and C.J. Dairy Sci. 72,587-590. Tuckey, S.L. (1964). Properties of casein important in making Cottage cheese. J. Dairy Sci. 47,324.
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United States Department of Agriculture (1978). Cheese Varieties and Descriptions. Agric. Handbook 54. Washington, DC. pp. 99-100. Voisey, EW. and Emmons, D.B. (1966). Modification of curd firmness test for Cottage cheese. J. Dairy Sci. 49, 93-96. Watrous, B. (1997). Lactic cultures in Cottage cheese, in, Cultures for the Manufacture of Dairy Products. Chr. Hansen, Inc., Milwaukee, WI. pp. 101-107. White, C.H. and Marshall, R.T. (1973). Reduction of shelf life of dairy products by a heat-stable protease from Pseudomonas fluorescence P26. J. Dairy 5ci. 56, 849-853. White, C.H. and Ray, B.W. (1977). Influence of heat treatments and methods of acidification of milk on manufacture and properties of Cottage cheese. J. Dairy Sci. 60, 1236-1243. White, C.H. and Ryan, J.M. (1983). Defining optimal conditions for making Cottage cheese from reconstituted milk powder. J. Food Prot. 46, 686-689. Witter, L.D. (1961). Psychrophilic bacteria - a review. J. Dairy 5ci. 44, 983-1015. Wong, N.P., LaCroix, D.E., Mattingly, W.A., Vestal, J.H. and Alford, J.A. (1976). The effect of manufacturing variables on the mineral content of Cottage cheese. J. Dairy Sci. 59, 41-44. Wong, N.P., LaCroix, D.E. and Vestal, J.H. (1977). Trace minerals in Cottage cheese. J. Dairy Sci. 60, 1650-1652. Wyatt, C.J. (1983). Acceptability of reduced sodium in breads, Cottage cheese and pickles. J. Food Sci. 48, 1300-1302.
Acid- and Acid/Rennet-curd Cheeses
Part C: Acid-heat Coagulated Cheeses N.Y. Farkye, Dairy Products Technology Center, California Polytechnic State University, San Luis Obispo, CA 93407
Several cheeses are manufactured throughout the world by a combination of acid and heat coagulation of milk. Notable are Queso Blanco (Central and South America), Paneer (India) and Ricotta (Italy), which are reviewed herein. Unlike Cottage cheese in which coagulation is induced by acidification, coagulation and curd formation in this group of cheeses is by a combination of acid and heat (Kosikowski, 1982). The high-heat treatment (>70 ~ • 20 min) given to the milk causes denaturation of whey proteins which form a complex with K-casein (Sawyer, 1969) via disulfide linkages and subsequently co-precipitate on acidification of the heated milk to pH <5.5. During acidification of the heated milk, there is a progressive removal of calcium phosphate from the casein micelles to form a soluble calcium salt (Rao et al., 1992) and at pH 5.2, most, if not all, of the calcium is solubilized (Pyne and McGann, 1960; Bringe and Kinsella, 1990; Gastaldi et al., 1996). Acid-heat coagulated cheeses are generally fresh, soft, unripened varieties manufactured from whole milk (e.g., Queso Blanco, Paneer), cream (e.g., Marscapone) or whey or whey blends (e.g., Ricotta, Ricottone).
Queso Blanco (White Cheese) is a soft mildly acid variety that is popular in Latin America and in Caribbean countries, where it is known by different names depending on the country of origin (USDA, 1978). Cheeses similar to Queso Blanco are also manufactured in other parts of the world, e.g., Paneer, a popular cheese in India and Pakistan. Queso Blanco (Queso del Pias or cheese of Puerto Rico) was first introduced in the USA by Weigold (1958). Since then, researchers in the USA and Canada have worked to standardize the manufacturing methods and elucidate the properties of Queso Blanco as made in North America.
Queso Blanco can be manufactured from whole, low-fat, skim or recombined milk by methods described by Chandan et al. (1979), Hill et al. (1982) and Kosikowski (1982). A continuous method for making Queso Blanco is described by Modler (1984, 1988) and Modler and Emmons (1989a,b). The main principle of Queso Blanco manufacture is heat-acid co-precipitation of milk proteins. When whole milk is used, there is a large variation (60-85%) in fat recovery (Hill et al., 1982; ParnellClunies et al., 1985a), resulting in a yield of 11.5-22% for milk containing 3-6% fat (Siapantas and Kosikowski, 1965, 1967; Hill et al., 1982). This suggests mechanical occlusion of fat in heat-acid coagulated milk protein and indicates an upper limit of 4.5% fat or a protein:fat ratio of 1:1.2 for the production of acceptable Queso Blanco with high yields (Hill et al., 1982). However, in India, Paneer is manufactured traditionally from buffalo milk standardized to 6% fat (see Torres and Chandan, 1981a,b; Kalab et al., 1988). Fat recovery increases to >93% when the cheese milk is homogenized (13.7 MPa) but a high-moisture (Parnell-Clunies etal., 1985a) soft cheese, lacking desirable slicing properties (Siapantas and Kosikowski, 1967), results.
In the traditional methods for making Queso Blanco or Paneer, milk is heated to boiling and acid (sour) whey is added, with continuous stirring, until coagulation is completed. In industrial processes, several heat treatments have been r e p o r t e d - mostly 82-90 ~ for 0-30 min (Weigold, 1958; Siapantas and Kosikowski, 1973; Chandan et al., 1979; Hill et al., 1982; Rao et al., 1992; Farkye et al., 1995). However, it appears that 85 ~ for 5 rain is the best heat treatment for the production of Queso Blanco with the most desirable qualities (Parnell-Clunies et al., 1985a).
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
344
Acid-heat Coagulated Cheeses
For the manufacture of Paneer, buffalo milk is heated to 90 ~ without holding (Kalab et al., 1988) or to 82 ~ for 5 min (Rao et al., 1992), then cooled to 70 ~ before acidification, to reduce curd firmness (see Kalab et al., 1988).
The hot milk is acidified using food-grade acids, e.g., HC1 (Chandan etal., 1979), H3PO4 (Siapantas and Kosikowski, 1973), lactic, tartaric, citric or glacial acetic acid (Siapantas and Kosikowski, 1973; Chandan et al., 1979; Farkye et al., 1995), fruit juices (Kosikowski, 1982) or acid whey concentrate (Hirschl and Kosikowski, 1975). However, citric or glacial acetic acid is used most frequently. The amount of acid required for coagulation depends on the buffering capacity of the milk (Siapantas and Kosikowski, 1973; Hill et al., 1982). To achieve a final pH of 5.2-5.3 in Queso Blanco, 120 ml glacial acetic acict/45.5 kg milk (Siapantas and Kosikowski, 1967) or 0.34% (w/w) citric acid monohydrate (Hill et al., 1982) is added to the milk. Prior to addition to the milk, the acid is diluted with nine parts of water (Siapantas and Kosikowski, 1967; Chandan et al., 1979) but Parnell-Clunies et al. (1985b) indicate that dilution of the acid to 1-2% before adding to milk produces more cohesive curd and cheese with improved body and texture. Rao et al. (1992) suggested that 1.5-3 g citric or lactic acid per kg milk is needed for the manufacture of Paneer.
After acidification, the curds are allowed to settle, then trenched in the vat to facilitate whey drainage. For Paneer, whey is drained off above 63 ~ (Mistry et al., 1992). Following whey removal, salt (2-2.5%, w/w) is added to Queso Blanco curd, which is then hooped and pressed for a few hours. After removal from the press, Queso Blanco is stored at < 8 ~ On the other hand, Paneer curd is not salted but hooped and pressed for 15-20 min. After removal from the press, Paneer is cut into small cubes that are immersed in chilled water (4-6 ~ for 2-3 h. Then, the cubes are removed from the water and allowed to drain or wiped with a dry cloth before cold storage and marketing (Vishweshwaraiah and Anantakrishnan, 1985; Rao et al., 1992). Fresh Queso Blanco has an average composition of 15-20% fat, 21-25% protein, 50-56% moisture, 2 - 2 . 5 % NaC1, 2.5-2.7% lactose and a pH in the range 5.2-5.5. It contains approximately 341,357 and 665 mg Ca, P and Na, respectively, per 100g (Torres and Chandan,
1981b). The chemical composition of Paneer varies depending on whether it is made from bovine, buffalo or mixed milk. The typical composition of Paneer from milk containing 3.5% fat is "-55% moisture, 19% fat, 21% protein, 2% lactose, 1.6% ash and pH 6.0 (Mistry et al., 1992). The typical composition of Paneer made from buffalo milk is ---51% moisture, 18% protein, 27% fat, 2% lactose and 1.8% ash (Chandan, 1991; Rao et al., 1992).
The microstructure of Queso Blanco is affected by the severity of heat treatment of the milk. Increasing heating/coagulation temperature in the range 62.8-98 ~ increases compactness of the curd and results in cheese with a smoother mouth-feel (Kalab and Modler, 1985). Unlike curd from rennet-treated milk, which consists of distinguishable casein particles fused together in chains and clusters, the microstructure of fresh Queso Blanco shows relatively large protein particles composed of transformed and indistinguishable casein particles (Kalab and Modler, 1985). According to Harwalkar and Kalab (1980, 1981), curds obtained by acidification of hot milk to pH --5.5 possess a so-called 'core-and-lining' structure in which a solid casein micelle core (>300 nm in diameter) is surrounded by an outer lining, 30-50 nm thick with a void space 50-80 nm wide that separates the lining and the core. Harwalkar and Kalab (1988) suggest that a pH of 5.2-5.5 is critical for the development of the core-and-lining structure because in this pH range, casein micelles have optimal voluminosity or hydrodynamic volume, a high percentage of non-sedimantable casein and little or no colloidal calcium phosphate. They suggest that the heat-induced interaction between [3-1actoglobulin and K-casein, enhanced by the presence of calcium ions, results in the development of filamentous appendages. Caseins, particularly [3-casein, which dissociate from the micelles during heat treatment, precipitate on the filamentous appendages to form a lining and leave an annular space between the casein core and the lining formed. Dissociation of caseins occurs on heating milk to high temperatures (Fox et al., 1967). The intensity of the core-and-lining structure in Queso Blanco increases with heat treatment of the cheese milk. The average diameter of casein particles in Queso Blanco made from milk coagulated at 62.8~ is 0.1 bLm compared to 0.5-5 b~m when coagulation is at 96-98 ~ (Kalab and Modler, 1985). Kalab et al. (1988) also observed coreand-lining structures in Paneer made from cow and buffalo milks.
Acid-heat Coagulated Cheeses
Queso Blanco made without rennet has a unique functionality- it has good slicing properties (Siapantas and Kosikowski, 1967) and resists melting when fried (Chandan et al., 1979). However, Queso Blanco made with rennet has excellent melting properties (Siapantas and Kosikowski, 1973). The small indistinguishable casein particles in Queso Blanco permits its use as an ingredient in the manufacture of cheese spreads free of grittiness (Modler et al., 1985, 1989). The texture, and hence the sliceability, of Queso Blanco is influenced by the moisture content of the cheese (Chandan etal., 1979) and the age of the cheese (Torres and Chandan, 1981b). Parnell-Clunies et al. (1985b,c) reported that the hardness of Queso Blanco increased linearly over time (17 days at 5 ~ but decreased with increasing moisture in the range 50-54%. Farkye et al. (1995) studied the textural properties of Queso Blanco made with acetic, citric or lactic acid and reported that texture profile analysis (TPA) hardness, fracturability, chewiness and gumminess were highest for cheese made with acetic acid and lowest for that made with lactic acid. They also found that TPA springiness and cohesiveness of Queso Blanco were independent of acid type, and that all the textural parameters except cohesiveness increased with age of cheese up to 7 weeks at 5 ~ Traditionally, Queso Blanco is consumed fresh because the nature of the processing conditions allows for very little biochemical changes during storage. However, Torres and Chandan (1981b) reported that lactobacilli or exogenous lipases can be added to the dry curd before salting and pressing to improve the flavour of the cheese during ripening (12 weeks at 10 ~ The rate of increase in non-protein nitrogen during the 12 weeks ripening period was slight (0.23%) but greater in cheese containing added lactobacilli than in cheese without (0.17%). Treatment with lipase increases the concentration of free fatty acids in cheese >300-fold. Major volatile compounds contributing to the flavour and aroma of Queso Blanco include acetaldehyde, acetone, ethyl, isopropyl and butyl alcohols and formic, acetic, propionic and butyric acids (Siapantas, 1967). Unlike most cheese varieties, the pH of Queso Blanco decreases from approximately 5.2 to 4.9 during ripening. The fermentation of residual lactose by heat-stable indigenous bacteria in milk that survive cheesemaking or by post-manufacture contaminating bacteria (Torres and Chandan, 1981b), or perhaps the dissociation of residual coagulating acid may account for the decrease in the pH of Queso Blanco during storage.
345
Information on the microbiological quality of Queso Blanco made in the US or Canada by methods described above is limited, even though poor keeping qualities of such cheeses made by different methods have been reported (Arispe and Westhoff, 1984a,b). In commercial Venezuelan Queso Blanco made without exogenous acids or starter bacteria, micro-organisms enumerated include Salmonella, Escherichia coli, Staphylococcus aureus, Bacillus cereus, Clostridium perfringes, Lactobacillus plantarum, Lb. casei, yeasts and moulds (Arispe and Westhoff, 1984b). Those cheeses were made under poor sanitary conditions and had a pH > 5.3. The high heat-acid treatment of milk, together with the low pH of the cheese and the presence of undissociated coagulating acid prevent the growth of spoilage organisms during refrigerated storage of Queso Blanco made in North America. Glass et al. (1995) reported differences in the efficacy of different organic acids and a bacteriocin-type product in the control of L. monocytogenes in Queso Blanco-type cheese. Siapantas (1967) reported that storage of Queso Blanco at a high temperature (>26 ~ results in butyric acid fermentation due to the growth of spore-forming bacteria in the milk used for manufacture.
Ricotta is an unripened soft cheese that originated from Italy. In Latin American and the Hispanic communities in North America, Ricotta is known as Requeson. The USDA specifies three types of Ricotta cheese: 1. Whole milk R i c o t t a - manufactured from whole milk, and the finished product shall contain not more than 80.0% moisture and not less than 11.0% milk fat. 2. Part-skim Ricotta - manufactured from milk with a reduced fat content, and the finished product shall contain not more 80.0% moisture and less than 11.0% but not less than 6.0% milk fat. 3. Ricotta (Ricottone) from whey or s k i m m i l k manufactured from skimmilk, whey or a blend of these products and the finished product shall contain not more than 82.5% moisture and less than 1.0% milk fat. Whole milk or part-skim Ricotta is a soft creamy cheese and has a pleasant and slightly sweet or caramel flavour whereas Ricottone has a slightly sweet, bland flavour. Typically, Ricotta is made from whey containing
346
Acid-heat Coagulated Cheeses
5-20% whole milk, skimmilk or non-fat dry milk (NFDM; Shahani, 1979). However, to produce Ricotta with desirable curd handling characteristics, it is necessary to add at least 5 parts of whole milk to 95 parts of whey, or 1 part NFDM to 99 parts of whey (Shahani, 1979). Traditionally, the starting material used for the manufacture of Ricotta cheese is whey resulting from Mozzarella cheese production. At present, Ricotta can be made from almost any type of sweet whey, provided the initial titratable acidity of the whey is -<0.16% lactic acid and its pH -->6.0. The best initial titratable acidity of whey for Ricotta cheese manufacture is 0.13-0.14% lactic acid (True, 1973). The use of whey concentrates containing up to 36% DM as starting material for Ricotta cheese manufacture has been reported (Nilson and Streiff, 1978). In the traditional method, whey or whey and milk blends are heated to 40-45 ~ and NaC1 is added. The mixture is heated continuously in large open kettles to 80-85 ~ A slow heating rate produces a better coagulum than rapid heating (True, 1973). Then, a suitable food-grade acid is added to reduce the pH to 6.0, thereby inducing coagulation. The coagulated curds float to the surface and are scooped off and placed in perforated hoops to drain and cool. In industrial methods, the whey is first neutralized to pH >6.5 (6.9-7.1) with a 25% (w/v) solution of NaOH. pH manipulation minimizes protein aggregation and produces a more cohesive coagulum (Modler and Emmons, 1989b). The neutralized whey is heated to 65-70 ~ then, whole milk or skimmilk equal to 5-25% of the whey volume is added and heating of the whey/milk mixture is continued to 75-80 ~ Cream may be added at this stage. Next, NaC1 (0.5%, w/v) is added and heating continued to 85-95 ~ Alternately, CaC12 may be added. NaC1 dehydrates the whey proteins and has a destabilizing effect on bovine serum albumin. Similarly, calcium destabilizes the whey proteins. Then, dilute food-grade acetic or citric acid is added for coagulation and curd formation. Typically, --1.5% (v/v) of dilute (---3.85%) acetic acid is needed to clot the whey/milk mixture. The curds are left in the hot whey for about an hour to increase in firmness and enhance whey drainage. The curds, which float on the surface of the whey, are ladled off. Alternately, the whey may be drained from the bottom, leaving the curds in the vat or kettle. Optimal coagulation occurs at pH 5.6-5.8 to give maximum yield (Weatherup, 1986). Approximately 5 kg of fresh Ricotta is obtained from 100 kg whey to which 5 kg of whole milk has been added. True (1973) obtained 30-39 g Ricotta cheese from 750 ml of whey; the highest yield was from whey heated to - 8 8 ~
Table 1 cheese
Proximate composition of different types of Ricotta
Ricotta cheese varieties
Component Moisture (g/100 g) Fat (g/100 g) Protein (g/100 g) Carbohydrate (g/100 g) Ash (g/100 g) Energy (kcal/100 g)
Part-skim
Whey (Ricottone)
72 13 11 3
74.5 8 11.5 5
77 2.5 16 3.5
1 174
1 138
1.0 100
Whole milk
Kosikowski (1967) describes the following procedure for the manufacture of whole milk Ricotta. Whole milk is adjusted to pH 6.0 or titratable acidity of 0.30-0.31% lactic acid, preferably with lactic starter, before heating. During heating, NaC1 (1.86 g/kg milk) is added. Also, stabilizer (0.23 g ~ g milk) is added to prevent foaming of the milk during heating. When the temperature of the milk reaches "-76 ~ a wideblade spatula is passed through the milk to observe the initiation of curd formation. Heating is continued to 80 ~ The floating curd is left undisturbed for about 10 min. Then, the curd is moved gently away from the wall of the vat or kettle towards the centre. This is continued for about 15 min and the curd is ladled from the top. The remaining whey is subjected to a second precipitation by heating to 85 ~ and adding granular citric acid (0.12 g&g milk) to give a pH of 5.4. The curd is ladled off. The curds from the primary and secondary precipitations are cooled and packaged. The use of ultrafiltration techniques to improve the yield of Ricotta cheese has been demonstrated (Maubois and Kosikowski, 1978). Also, a continuous manufacturing process for whole milk Ricotta cheese, with yields of 14.45-15.11kg/100kg milk, was reported (Modler, 1984, 1988; Modler and Emmons, 1989b). The typical composition of whole milk and partskim Ricotta, and Ricottone are given in Table 1.
Shelf-Life of Ricotta Ricotta has a relatively short shelf-life- about 3 weeks if properly packaged and stored at 4 ~ or lower (True, 1973), although Kosikowski (1967) reported a shelf-life of 70 days for whole milk. Ricotta cheese is packaged under vacuum, gas flushed and stored at "--4 ~
Acid-heat Coagulated Cheeses
Arispe, I. and Westhoff, D. (1984a). Manufacture and quality of Venezuelan white cheese. J. Food Sci. 49, 1005-1010. Arispe, I. and Westhoff, D. (1984b). Venezuelan white cheese: composition and quality. J. Food Protect. 47, 27-35. Bringe, N.A. and Kinsella, J.E. (1990). Acidic coagulation of casein micelles: mechanisms inferred from spectrophotometric studies. J. Dairy Res. 57,365-375. Chandan, R.C. (1991). Cheeses made by direct acidification, in, Feta and Related Cheeses, Robinson, R.K. and Tamine, A.Y., eds, Ellis Horwood, New York. pp. 229-252. Chandan, R.C., Marin, H., Nakrani, K.R. and Zehner, M.D. (1979). Production and consumer acceptance of Latin American white cheese. J. Dairy Sci. 62, 691-696. Farkye, N.Y., Prasad, B.B., Rossi, R. and Noyes, O.R. (1995). Sensory and textural properties of Queso Blanco-type cheese influenced by acid type. J. Dairy Sci. 78, 1649-1656. Fox, K.K., Harper, M.K., Holsinger, V.H. and Pallansch, M.J. (1967). Effect of high-heat treatment on stability of calcium casein aggregates in milk. J. Dairy Sci. 50,443-450. Gastaldi, E., Laguade, A. and Tarodo de la Fuente (1996). Micellar transition state in casein between pH 5.5 and 5.0. J. Food Sci. 61, 59-64. Glass, K.A., Bhanu Prasad, B., Schlyter, J.M., Uljas, H.E., Farkye, N.Y. and Luchansky, J.B. (1995). Effects of acid type and Aha TM 2341 on Listeria monocytogenes in Queso Blanco type of cheese. J. Food Prot. 58, 737-741. Harwalkar, V.R. and Kalab, M. (1980). Milk gel structure. XI. Electron microscopy of glucono-8-1actone-induced skim milk gels. J. Texture Stud. 11, 35-49. Harwalkar, VR. and Kalab, M. (1981). Effect of acidulants and temperature on microstructure, firmness, and susceptibility to syneresis of skimmilk gels. Scanning Electron Microsc. III, 503-513. Harwalkar, V.R. and Kalab, M. (1988). The role of [3-1actoglobulin in the development of the core-and-lining structure of casein particles in acid-heat induced milk gels. Food Microstruct. 7, 173-179. Hill, A.R., Bullock, D.H. and Irvine, D.M. (1982). Manufacturing parameters of Queso Blanco made from milk and recombined milk. Can. Inst. Food Sci. Technol. J. 15, 47-53. Hirschl, R. and Kosikowski, EV. (1975). Manufacture of Queso Blanco using whey concentrates. J. Dairy Sci. 58, 793 (abstr.). Kalab, M. and Modler, H.W. (1985). Development of microstructure in a cream cheese based on Queso Blanco cheese. Food Microstruct. 4, 89-98. Kalab, M., Gupta, S.K., Desai, H.K. and Patil, G.R. (1988). Development of microstructure in raw, fried, and fried and cooked Paneer made from buffalo, cow and mixed milks. Food Microstruct. 7, 83-91. Kosikowski, EV. (1967). The making of Ricotta cheese. Proc. 4th Annual Marschall Invitational Italian Cheese Seminar, Madison, WI. pp. 1-7. Kosikowski, EV. (1982). Cheese and Fermented Milk Foods, 2nd edn, Edward Bros, Inc., Ann Arbor, MI.
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Maubois, J.L. and Kosikowski, EV. (1978). Making Ricotta Cheese by ultrafiltration principles. J. Dairy Sci. 61, 881-884. Mistry, C.D., Singh, S. and Sharma, R.S. (1992). Physicochemical characteristics of Paneer from cow milk by altering salt balance. Aust. J. Dairy Technol. 47, 23-27. Modler, H.W. (1984). Continuous Ricotta manufacture. Mod. Dairy 63 (4), 10-12. Modler, H.W. (1988). Development of a continuous process for the production of Ricotta cheese. J. Dairy Sci. 71, 2003-2009. Modler, H.W. and Emmons, D.B. (1989a). Production and yield of whole milk Ricotta manufacture by a continuous process. I. Materials and methods. Milchwissenschaft 44, 673-676. Modler, H.W. and Emmons, D.B. (1989b). Production and yield of whole milk Ricotta manufactured by a continuous process. II. Results and discussion. Milchwissenschaft 44, 753-757. Modler, H.W., Poste, L.M. and Butler, G. (1985). Sensory evaluation of an all-dairy fermented cream-type cheese produced by a new method. J. Dairy Sci. 68, 2835-2839. Modler, H.W., Yiu, S.H., Bollinger, U.K. and Kalab, M. (1989). Grittiness in a pasteurized cheese spread: a microscopic study. Food Microstruct. 8, 201-210. Nilson, K.M. and Streiff, P. (1978). Comparison of whey Ricotta cheese manufactured from whey and whey concentrates. Proc. 15th Marschall Invitation Cheese Seminar, Madison, WI. pp. 1-12. Parnell-Clunies, E.M., Irvine, D.M. and Bullock, D.H. (1985a). Heat treatment and homogenization of milk for Queso Blanco (Latin American white cheese) manufacture. Can. Inst. Food Sci Technol. J. 18, 133-136. Parnell-Clunies, E.M., Irvine, D.M. and Bullock, D.H. (1985b). Composition and yield studies for Queso Blanco made in pilot plants and commercial trials with dilute acidulant solutions. J. Dairy Sci. 68, 3095. Parnell-Clunies, E.M., Irvine, D.M. and Bullock, D.H. (1985c). Textural characteristics of Queso Blanco. J. Dairy Sci. 68, 789-793. Pyne, G.T. and McGann, T.C.A. (1960). The colloidal phosphate of milk. II. Influence of citrate. J. Dairy Res. 27, 9-17. Rao, K.V.S.S., Zanjpad, P.N. and Mathur, B.N. (1992). Paneer technology- a review. Indian J. Dairy Sci. 45 (6), 281-291. Sawyer, W.H. (1969). Complex between [3-1actoglobulin and K-casein: a review. J. Dairy Sci. 52, 1347-1355. Shahani, K.M. (1979). Newer techniques for making and utilization of Ricotta cheese. Proc. 1st Biennial Marschall International Cheese Conference, Madison, WI. pp. 77-87. Siapantas, L.G. (1967). Biochemical Changes in "Queso Blanco" Cheese during Storage at High Temperatures. IDM Potential for Developing Countries. PhD Thesis, Cornell University Press, Ithaca, NY. Siapantas, L.A. and Kosikowski, EV. (1965). Acetic acid preparation phenomenon of whole milk for Queso Blanco cheese. J. Dairy Sci. 48, 764 (abstr.). Siapantas, L.G. and Kosikowski, EV. (1967). Properties of Latin American white cheese influenced by glacial acetic acid. J. Dairy Sci. 50, 1589.
348
Acid-heat Coagulated Cheeses
Siapantas, L.G. and Kosikowski, EV. (1973). The chemical mode of action of four acids and milk acidity in the manufacture of Queso Blanco. J. Dairy Sci. 56, 631. Torres, N. and Chandan, R.C. (1981a). Latin American white cheese: a review. J. Dairy Sci. 64, 552-559. Torres, N. and Chandan, R.C. (1981b). Flavor and texture development in Latin American white cheese. J. Dairy Sci. 64, 2161-2169. True, L.C. (1973). Effect of various processing conditions on the yield of whey Ricotta cheese. Proc. l Oth Marschall Invitational Cheese Seminar, Madison, WI. pp. 1-11.
United States Department of Agriculture (1978). Cheese Varieties and Descriptions. Agric. Handbook 54. Washington, DC. pp. 99-100. Vishweshwaraiah, L. and Anantakrishnan, C.P. (1985). A study on technological aspects of preparing Paneer from cow's milk. AsianJ. Dairy Res. 4 (3), 171-176. Weatherup, W. (1986). The effect of processing variables on the yield and quality of Ricotta. Dairy Ind. Int. 5 (8), 41-45. Weigold, G.W. (1958). Development of a factory method for the manufacture of Queso Del Pias. Milk Prod. J. 49 (10), 16-17, 25.
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products T.P. Guinee, Dairy Products Research Centre, Teagasc, Moorepark, Fermoy, Co. Cork, Ireland M. Cari~, University of Novi Sad, Faculty of Technology, Bulevar Cara Lazara 1, Serbia and Montenegro M. Kah~b, Agriculture and Agri-Food Canada, Food Research Program, Guelph, Ontario, Canada
The products in this group differ from natural cheeses in that they are not made directly from milk (or dehydrated milk), but rather from various ingredients such as skim milk, natural cheese, water, butter oil, casein, caseinates, other dairy ingredients, vegetable oils, vegetable proteins and/or minor ingredients. The two main categories, namely pasteurized processed cheese products (PCPs) and analogue cheese products (ACPs), may be subdivided further depending on the composition and the types and levels of ingredients used (Fig. 1). The individual categories will be discussed separately below.
Introduction
Pasteurized PCPs are cheese-based foods produced by comminuting, melting and emulsifying into a smooth homogeneous molten blend, one or more natural cheeses and optional ingredients using heat, mechanical shear and (usually) emulsifying salts (ES). Optional ingredients permitted depend on the product type, i.e., whether processed cheese, processed cheese food (PCF) or processed cheese spread (PCS), and include dairy ingredients, vegetables, meats, stabilisers, ES, flavours, colours, preservatives and water (Tables 1 and 2). Cheese, as an ingredient of PCPs, ranges from a minimum of 51% in pasteurized PCSs and PCFs to "-095% in pasteurized processed cheese (Code of Federal Regulations, 1986; Fox et al., 1996). Attempts to increase the shelf-life of cheese during the early twentieth century were inspired by the possibility of increased cheese trade, via the production of more stable transportable products, and by the existence of heated cheese dishes such as Swiss Fondue, Welsh Rarebit and Kochktise. Many of the early approaches
were unsuccessful; the heat-treated cheeses were unstable, undergoing oiling-off and moisture-exudation during cooling and storage. In 1911, Swiss workers, Walter Gerber and Fritz Stettler, produced a stable heat-treated Emmental cheese, known as Schachtelk~ise, by the addition of a 'melting salt', sodium citrate, to the comminuted cheese before processing (i.e., heating and shearing; Meyer, 1973). Subsequently, it was found that other cheeses (e.g., Cheddar) could be also processed to form stable products by the addition of other 'melting salts' (e.g., sodium phosphates) or blends of different ES. The 'melting salts' were gradually referred to as ES when their function became known, i.e., mediation of the processes of protein hydration and emulsification of free fat during processing. Initial successes were followed by numerous patents for different melting salt blends and later for the inclusion of food ingredients other than cheese. Processed cheese products are used in many applications, in both the raw and the heated forms. The suitability for particular applications depends primarily on the textural and the flavour characteristics of the unheated cheese and the cooking properties of the heated cheese. In the unheated form, it may be used as a table product with a spectrum of consistencies ranging from firm, elastic and sliceable to creamy, smooth and spreadable. The variations in consistency make it suitable for a range of uses, e.g., substitute for natural sliceable or shredded cheese (e.g., on bread, crackers or in sandwiches), table spread, sauces and dips. Processed cheese products are also used as an ingredient in several cookery applications, e.g., as slices in burgers, in toasted sandwiches, pasta dishes, au-gratin sauces or cordon-bleu poultry products. Processed cheese products may be also be dried, as cheese powders, which are then dry-blended with other ingredients in the preparation of formulated foods such as dry
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
350
P a s t e u r i z e d P r o c e s s e d C h e e s e and S u b s t i t u t e / I m i t a t i o n C h e e s e P r o d u c t s
Pasteurized processed and analogue cheese products
Pasteurized process cheese products
Analogue cheese products
I
9 manufactured by blending, heating and shearing mixtures of ingredients, mainly of dairy origin 9 natural cheese must be >51% (w/w) of the final product
Categories - Processed cheese - Processed cheese food - Processed cheese spread - Blended cheese -Blended cheese spread
9 manufactured by blending, heating and shearing mixtures of ingredients of dairy and/or vegetable origin 9 not necessary to include natural cheese 9 natural cheese may be added at a low level (e.g., 5% ) to impart cheesy flavour or to comply with a particular customer specification
Categories - Dairy analogue - Part-dairy analogue - Non-dairy analogue
Generalized classification scheme for pasteurized processed and analogue cheese products; the analogue cheeses may be either substituted or imitated depending on the nutritional equivalence compared to natural cheese (Analogue cheese products, ACPs).
soup or sauce mixes, ready-prepared meals, snack coatings (see 'Cheese as an Ingredient', Volume 2). The production of pasteurized processed cheese in different countries is shown in Table 3. Global production of PCPs, based on available information, is estimated to be "--2.0 million tonnes/annum, which is equivalent to ---13% of natural cheese production. Production in the EU15 increased steadily at a rate of ---1% per annum during the period 1996-2000, i.e., at a rate lower than that for natural cheese (1.6%) over the same period, but has increased by 2.7% per annum for the 1999-2000 period (ZMP, 2001). Factors contributing to the continued growth of PCPs include: 9 Their versatility as foods which offer wide variety in flavour, texture (e.g., elasticity, firmness, spreadability, sliceability), cooking attributes (e.g., degrees of flowability, browning, viscosity), size and shape of the final product and overall consumer appeal made possible by differences in formulation and processing conditions, condiment addition and packaging technology (Mann, 1970, 1972, 1974, 1975, 1978a,b, 1981, 1986, 1987, 1990, 1993, 1997; Price and Bush, 197ara,b; Abou-E1-Nour, 2001; Subak and Petranin, 2001).
9 Their popularity with children of different ages owing to their safe ingestable consistency (for infants), mild flavours and their packaging (colour, caricatures, strength, ease of opening, size) and shape (e.g., triangles, fingers, cartoon characters) which is generally attractive and convenient for lunch boxes. 9 Their nutritive value (e.g., especially as a source of calcium and protein) as a food for children. 9 Their ability to meet special dietary needs if fortified with vitamins and minerals (Zhang and Mahoney, 1991; Sukhinina et al., 1997), which is technologically easy in the manufacture of PCPs. 9 Their adaptability as an ingredient with properties customized to the needs of several sectors of the food formulation and assembly industries (e.g., manufacturers of cheese powders, cheese-flavoured coated snacks, soups, cheese-meat products, prepared meals). 9 Their convenience of use in the culinary and food service sectors, especially the fast food trade, and the home because of their excellent preservation (stability), consistent tailor-made functionality (e.g., cooking properties), convenient portion size and packaging (e.g., as slices for the beef burger and sandwiches trade).
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
351
Optional ingredients permitted in pasteurized processed cheese productsa,b
Ingredient type
Main function~effect
Examples
9 Standardization of composition 9 Contributes to flavour, texture and cooking characteristics 9 Standardization of composition 9 Assist in 'creaming' (thickening of blend during manufacture) and formation of product 9 Contribute to texture and rheological (e.g., fracturability, hardness) and cooking properties 9 Low-cost filler; may affect texture
Cream, anhydrous milk fat, dehydrated cream, butter
Dairy Ingredients Milk fat
Milk proteins
Lactose Cheese base
Stabilizers
Acidifying agents Flavourings
Flavour enhancers Condiments Sweetening agents Colours Preservatives
9 Substitute for young cheese 9 Similar in behaviour to milk proteins, it contributes to thickening during manufacture, texture and cooking properties 9 Assist the formation of a physico-chemically stable product 9 Impart desired texture and cooking characteristics 9 Assist control of the pH of final product 9 Impart flavour to processed cheese foods and spreads, especially where much young cheese, cheese base, or milk proteins are used 9 Accentuate flavour 9 Affect appearance, flavour and texture, and product differentiation 9 Increase sweetness, especially in products targeted to young children 9 Impart desired colour 9 Retard mould growth; prolong shelf-life
Casein, caseinates, whey proteins, milk protein concentrates (ultrafiltered milk and microfiltered milk preparations), co-precipitates, skim milk powder Whey powder, skim milk powder, whey permeate powder Typically, high dry-matter milk solids (=60%, w/w) prepared by evaporation of milk ultrafiltrates to which starter culture and rennet have been added Emulsifying salts: sodium phosphates and sodium citrates Hydrocolloids: carrob bean gum, guar gum, xanthan gum, sodium carboxymethylcellulose, carageenan Food-grade organic acids, e.g., lactic, acetic, citric, phosphoric Enzyme-modified cheese, starter distillate, wood smoke extracts, spices NaCI, yeast extract Sterile preparations of meat, fish, vegetables, nuts and/or fruits Sucrose, dextrose, corn syrup, hydrolysed lactose Annato, paprika, artificial colours Nisin, potassium sorbate, Ca- or Na- propionate
a The ingredients permitted depend on product type, category, regulations in the region of manufacture. b The effects of different ingredient types are discussed in detail in 'Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs' and 'Properties of ES important in cheese processing'.
9 Low cost relative to natural cheese due to the incorporation of low-grade natural cheese, off-cuts and cheaper non-cheese milk solids (e.g., skim milk powder, whey, casein and caseinates). Casein and fat in cheese are generally more expensive, on a weight basis, than casein and fat in the form of ingredients such as casein powders and butter oil. 9 Relatively long shelf-life, good physico-chemical stability (e.g., compared to natural cheeses in which fat and/or moisture separation sometimes occur on prolonged storage) and absence of waste (e.g., compared to natural cheeses with rind or surface mould or smear). This makes them easy to use in the food service and food formulation assembly sectors. 9 The developments in manufacturing technology, emulsifying salt blends and functional dairy ingredients which facilitate the manufacture of consistent quality products with customized quality attributes, shape, size and appearance (e.g., processed cheese
slices with holes similar to eye cheeses; Polkowski, 2002). Classification of PCPs
There are various types of PCPs, with standards of identity (relating to composition and levels and types of permitted ingredients) that vary somewhat from country to country. Hence, in the UK there are two categories of PCPs, namely processed cheese and cheese spread (as specified by the Cheese and Cream Regulations, 1995, SI 1995/3240, HMSO, London) whereas in Germany there are four categories, viz., Schmelzk/~se (processed cheese), Schmelzk~isezubereitung (processed cheese preparation), Kasezubereitung (cheese preparation) and K/isekomposition (cheese composition), as detailed in the Deutsche K/iseverordnung of 12 November 1990. Currently, the IDF, under the auspices of the Codex Alimentarius Commission, a
352
Pasteurized Processed-Cheese and Substitute/Imitation Cheese Products
Ingredients and composition specifications of different categories of pasteurized (processed) cheese productsa, b
Compositional specifications
Product category
Permitted ingredients
Pasteurized blended cheese
Cheese; cream, anhydrous milk fat, dehydrated cream (in quantities such that the fat derived from them is less than 5%, w/w, in finished product); water; salt, food-grade colours, spices and flavourings (other than those which simulate the flavour of cheese, and wood smoke extracts); mould inhibitors (sorbic acid, potassium/sodium sorbate at levels _<0.2%, w/w, of, and/or sodium propionates at levels -<0.3%, w/w, of, the finished product) when product is in the form of slices or cuts in consumer packs As for pasteurized blended cheese, but with the following extra optional ingredients: emulsifying salts (such as sodium phosphates and/or sodium citrates at a level of -<3%, w/w, of finished product), food-grade organic acids (e.g., lactic, acetic or citric) at levels such that the pH of the finished product is not less than 5.3 As for pasteurized processed cheese but with the following extra optional ingredients: dairy ingredients (milk, cream, skim milk, buttermilk, cheese whey, whey proteins - i n wet or dehydrated forms) As for pasteurized processed cheese but with the following extra optional food-grade hydrocolloids (e.g., carob bean gum, guar gum, xanthan gum, gelatin, carboxymethylcellulose and/or carageenan) at levels <0.8% (w/w) of finished products, and food-grade sweetening agents (e.g., sugar, dextrose, corn syrup, glucose syrup, hydrolysed lactose) As for pasteurized process cheese spread, except that emulsifying salts are not permitted
Pasteurized processed cheese
Pasteurized processed cheese foods Pasteurized processed cheese spread
Pasteurized cheese spread
Moisture (%, w/w)
Fat (%, w/w)
FDMc (%, w/w)
_<43
-
_>47
-<43
-
_>47
Not less than 5.3
_<44
_>23
-
Not less than 5.0
40-60
_>20
-
Not less than 4.0
40-60
_>20
-
Not less than 4.0
pH
a Data presented are summarized from the Code of Federal Regulations (CFR, 1986). b For each category, there may be product variations for which compositional specifications differ from those presented. c FDM, fat-in-dry matter.
subsidiary body of the FAO/WHO, is endeavouring to draft a single standard for pasteurized PCPs which will be accepted globally. It is expected that a Codex standard will assume increased importance because such a standard will be used by the World Trade Organization in the resolution of trade disputes. In the United States, the code of Federal Regulations defines four types of PCPs based on permitted ingredients and composition (Table 2). Under this system, which is detailed in the Code of Federal Regulations, Food and Drugs, Part 133 (Edition 4-1-93), four main categories of PCPs are identified, namely pasteurized processed cheese, pasteurized PCE pasteurized PCS and pasteurized blended cheese. The criteria for classification include permitted ingredients and compositional parameters; the main aspects of the different categories are summarized in Table 2. Pasteurized processed cheese is usually sold in the form of sliceable blocks (e.g., processed Cheddar) or slices; spreads and foods may be in the form
of blocks, slices, spreads or pastes (e.g., in tubes). Pasteurized blended cheese, which is the least common category, is usually sold in forms giving a natural cheese image. An arbitrary fifth category of 'non-standarized processed cheese-like products' may be considered as consisting of processed cheese-like, processed cheesebased products such as dips and sauces. Manufacturing protocol for PCPs
The manufacture of PCPs involves the following major steps (Fig. 2): 9 formulation and selection of the different types and levels of ingredients to be included; 9 cleaning and comminution of the cheese; 9 blending with water and other permitted ingredients; 9 processing (heating and shearing) of the blend; 9 homogenization of the molten blend (optional); 9 hot packing and cooling.
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Production data for pasteurized processed cheese products in the period 1995-2000a, b
Region~Country EU 15 Belgium Denmark Germany Spain France Ireland Italy The Netherlands Austria Portugal Finland Sweden United Kingdom Norway Czech Republic Hungary Russian Federation USA Canada Australia New Zealand Japan Approximate Global
1996 ('000 tonnes)
1995 ('000 tonnes)
517 54 15 157 39 126 12 20 30 14 4 15 5 27 3 18 11 80 c 1081 75 c 50 12c 97 1,944
538 55 20 171 37 134 11 20 17 18 1 16 8 32
Mean annual change in period 1996-2000 (difference as % 1996 quantity) +1.0 +0.8 +8.1 +2.2 -1.3 +1.5 -2.1 +0.1 -10.9 +8.3 -18.4 +1.4 +13.0 +4.2
a Compiled from data by Hetzner and Richarts (1996), Serensen (1997), ZMP (Zentral Markt- und Preisberichtstelle GmbH, 2001). b For countries for which data are available. c Data for Russian Federation, Canada and New Zealand are for 1994.
353
PCP. However, age (and hence level of proteolysis) appears to have major effects, as reflected by the use of cheese age as a major selection criterion for blend formulation at production level. Block processed cheeses with good sliceability and elasticity require predominantly young cheese (70-90% intact casein) whereas predominantly medium ripe cheese (60-75% intact casein) is used for cheese spreads (Meyer, 1973). Hence, the meltability of processed Cheddar, in which 4-6-month old Cheddar was substituted by ultrafiltered milk retentate (UMR) at a level of 50%, w/w, on cooking increased significantly as the degree of proteolysis in the UMR was increased by the addition of a proteinase from Aspergillus oryzae (Sood and Kosikowski, 1979). Owing to inter-cheese variation in microstructure, composition and level of proteolysis (Fox et al., 2000), different types of cheese give processed products with different consistency characteristics. Hence, it is generally recognized that hard and semi-hard cheese varieties, such as Cheddar, Gouda and Emmental, give firmer, longer-bodied processed products than mouldripened varieties such as Camembert and Blue cheeses (Meyer, 1973). The latter cheeses undergo more extensive proteolysis during ripening and therefore, have a lower degree of intact casein than the former cheeses (Gripon, 1993; Lawrence et al., 1993; Walstra et al., 1993; Steffen et al., 1993). The effects of cheese characteristics (type, age) and the other ingredients used in the manufacture of PCPs on its textural and cooking properties are discussed in 'Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs'.
Formulation of blend
Cleaning and size reduction of cheese
Formulation involves selection of the correct type and quantity of natural cheeses, ES, water and optional ingredients to give a PCP with the desired composition, textural and functional properties. Cheese is the major constituent of PCPs, ranging from a minimum level of ---51%, w/w, in spreads and foods to --~98%, w/w, in processed cheeses. Consequently, the type, the blend and the degree of maturity of the cheeses selected for processing have a major influence on the consistency of the product. In some countries, pasteurized processed cheese made from only one type of cheese is very popular, e.g., Cheddar in the UK and Australia, Cheddar, Gruyere and Mozzarella in the USA and Canada and Emmental in France and Germany. However, PCPs, especially cheese foods and cheese spreads, are produced from a blend of various types of natural cheese. The mixed selection facilitates the procurement of the desired flavour and texture in the finished PCP. Little published information is available on how the attributes of the raw cheese impact on those of the
Cleaning generally involves the removal of surface contamination (e.g., adventitious mould growth) or rind using rapid motor-driven scrapers. The cheese is cut, using hydraulically operated blades, into segments, which are finely minced by passing through high-speed shredders or large mincing machines. The rind of the cheese may also be size-reduced, using counter-rotating stainless steel rollers, to particles sufficiently small (< 1 mm) to enable the adequate uptake of moisture during subsequent processing. Increasing the surface area of the cheese, by size reduction, increases the homogeneity of the formulated blend, maximizes the surface area of the cheese which facilitates heat transfer to the blend during subsequent processing and the interaction between the cheese and other ingredients (e.g., between ES). Pre-mixing of formulation materials
In batch cooking, the finely ground cheese is conveyed directly to the cooker where it is blended with ES, water and optional ingredients. Alternatively, the cheese may
354
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Hard cheese
Semi-hard cheese
Derindering, cleaning
Rindlesscheese
Soft cheese
Removing, wrapping, cleaning
Washing in water, brushing, cleaning
Derinding, cleaning
I
Cutting machinery
Additives, other ingredients, water
I Rollers I t
1
I T
t Mixer I
Cutter
1
,
l
Processing I cooker
1
I Ho~o0en'zerI Filling machines I I [ ~ I
I Tro"e~s I J 1 Ventilator
Blocks
Portions
I coo, c
I
er I
I ~onve~or~e'It ~
I
Cans
Pallets
I
I
Icoo,,n0 tunne'l
1Cooling tunnel I
l VVar~roo~ I
Sterilizer I Sorting, labeling machines I"
I Slowly cooling I
L
I l Processed cheese
I-
Schematic overview of the manufacturing process for pasteurized processed cheese products.
Cooling
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
be pre-mixed at room temperature with ES (and some or all of the water and optional ingredients) using various types of pre-blenders (e.g., Drais, Blentech). Some cheese cookers, with interchangeable bowls, allow one batch to be filled and pre-mixed while another is simultaneously being cooked (processed). Pre-mixing has two main effects: 9 it allows the physico-chemical changes, which occur during processing (e.g., water uptake by the protein), to take place at a lower temperature prior to cooking; 9 it is conductive to a more uniform quality in the end product. For a given cheese variety, variations in cheese composition (e.g., pH, calcium-to-casein ratio and the level of intact casein) can occur owing to variations in milk composition, cheesemaking conditions and degree of maturation. In turn, such variations can affect its processability, e.g., how readily the para-casein in the cheese becomes hydrated and emulsifies free fat during subsequent processing. Pre-mixing evens out the effects of differences in composition and proteolysis, and thus processability, of the raw materials (e.g., cheese) on the consistency of the final product. The efficacy of pre-mixing depends on the type and the capacity of the pre-blender and the capacity of the cooker. However, the capacity of the pre-blender should not be so great as to cause a considerable difference in the premixing time between the first and the last sub-batches withdrawn for processing. Otherwise, time-related differences in the degree of physico-chemical changes (as discussed below) between the first and the last lots of a given pre-mix at processing could lead to differences in processability and ultimately in the consistency of the end product. The degree of physico-chemical change in a blend after a given time depends on the type of pre-blender which influences the level of shear applied, the shear rate and the degree of mixing and interaction between the different ingredients. Processing of the blend Following pre-mixing, the blend is tipped into bins and carried on wheels or rails to a hoist, and discharged into the cooker, where it is processed. When pre-mixing is not practised, the ingredients are added directly to the cooker. The order of addition of ingredients varies with plant practices, cooker type, overall plant design and duration of cooking. A typical order of addition is: ground cheese, a dry blend of ES and optional dairy ingredients (e.g., skim milk powder), water and flavours. When the cooking time is relatively short, the ES may be dispersed in a portion of
355
the water prior to addition and only a portion of the water added at the beginning of processing. This approach minimizes the time required for the ES to dissolve during cooking, increases the concentration of ES during early cooking and thereby enhances the effectiveness of the ES in promoting the desired physico-chemical changes in the blend. After a pre-set time, the remaining water may be added manually, delivered by metering pump, or drawn in by vacuum inside the vessel. Flavours may be added later in the process to minimize the loss of volatile flavour compounds. Processing refers to the heat treatment of the blend, by direct or indirect steam, with constant agitation. Application of a partial vacuum during cooking is optional, but may be used to regulate moisture when using direct steam injection, and is also beneficial in removing air and thus preventing the presence of air openings in the finished, set product. Processing has two main functions: 9 to kill any potential pathogenic and spoilage microorganisms, and thereby extend the shelf-life of the product; 9 to facilitate the physico-chemical and microstructural changes which transform the blend to an end product with the desired characteristics and physico-chemical stability. Processing may be performed in batch (e.g., Stephan, Damrow, Blentech, Scanima) or continuous cookers (e.g., Kombinator, Votator, Choc-Steriliser) connected to supplies of water, steam and vacuum. The temperature-time treatment in batch processing varies (e.g., 70-95 ~ for 4-15 min) depending on the formulation, the extent of agitation, the desired product texture, the body and the shelf-life characteristics. The heat treatments are generally sufficient to kill vegetative cells (Warburton et al., 1986); they are not adequate to eliminate microbial spores (see 'Characteristics of different ES in the manufacture of PCPs and ACPs'). However, a temperature > 130 ~ may be required to kill some spores. A temperature of 140 ~ can be achieved in continuous cookers by virtue of their design (Zehren and Nusbaum, 1992). For example, scraped surface heat exchangers which maximize the surface area of contact between the heating medium (e.g., stainless steel heated by steam, oil or hot water) and the blend, ensure sufficient agitation to prevent burn-on of the blend on the heat transfer surface. In continuous cookers, the blend is, typically, heated to and held at 140 ~ for 5-20 s and then cooled to 70-95 ~ by flash evaporation of moisture due to a pressure drop, or by passing through scrape surface tubular coolers. The product is then held at this temperature for 4-15 rain to allow adequate time for interaction of
356
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
the different blend ingredients, the desired physicochemical changes to occur and the development of the desired textural characteristics. The blend thickens progressively with holding time at 70-95 ~ Processing may also be performed continuously using extrusion whereby the blend of all ingredients is pumped directly to a twin-screw extruder and worked at a temperature of 70-90 ~ (Zuber et al., 1987; Blond et al., 1988; Tatsumi et al., 1989; Begueria, 1999). This form of cooking gives a high degree of protein hydration and emulsification very rapidly and may be used to produce ES-free PCPs. Extrusion cooking results in unidirectional alignment of the layers of the molten mass through die plates and is conducive to the formation of a fibrous texture. Hence, microscopic studies have shown that extrusion-cooked pasteurized processed Gouda and Cheddar (containing added whey protein concentrate (WPC)) have superior fibrousness compared to the corresponding kettle-cooked (control) PCPs (Ido et al., 1993).
tic film, e.g., saran-coated polyester, which is automatically flattened and crimped into a chain of individual wrapped slices using crimping conveyors and rotating crimping heads (Zehren and Nusbaum, 1992). The chain of slices is then passed through a water-cooling tank and cooled to <10 ~ dried by removing water using fans and/or scrapers, and finally cut into individual slices which are stacked and packed. Alternatively, the hot molten cheese may be pumped through a manifold with 8-12 nozzles which extrude it in the form of a continuous sheet onto the first of two or three counter-rotating refrigerated chill rolls which cool it rapidly from 80-70 ~ to <30 ~ The cooled sheet is then automatically cut into parallel ribbons, each of which is cut into slices which are individually wrapped in plastic films, stacked and packed. Principles of manufacture of PCPs
However, since homogenization requires capital investment, increased operating and maintenance costs, it is practised mainly for high-fat PCPs only (Carie and Kalab, 1993).
The principles of processed cheese manufacture have been reviewed extensively (e.g., Guinee, 1987; Zehren and Nusbaum, 1992; Carie and Kalab, 1993; Fox et al., 1996, 2000; Carie, 2000). Processing in the presence of ES, such as sodium citrates and sodium phosphates, results in a number of physico-chemical changes, which bring about a structural transformation from a 'coarse' oil-in-water (o/w) emulsion physically encased within a particulate cheese para-casein matrix, as in natural cheese, to a 'finer' o/w emulsion in a concentrated para-casein(ate) dispersion, in PCPs. Moreover, the composition of the emulsifier differs; in natural cheese, it is the native fat-globule membrane which consists mainly of protein and phospholipids (cf., Fox and McSweeney, 1998) and in PCPs it is a reformed membrane of re-hydrated para-casein(ate) which interacts, to a greater or lesser degree, with the casein in the bulk phase. Since the structural change is central to the formation of a physico-chemically stable PCP and its functionality (e.g., rheological and cooking properties), the microstructures of both the natural and the processed cheeses are discussed below.
Hot packing and cooling For most packaging formats, typically, the processed blend is conveyed (e.g., pumped directly or by gravity flow) from the cooker (e.g., by way of hopper) or homogenizer to the filling machine (sometimes via an intermediate buffer tank with gentle agitation). Numerous packaging formats are possible through the use of specialized filling machines (Meyer, 1973; Zehren and Nusbaum, 1992): individually wrapped portions (e.g., foil-wrapped triangles), blocks, sausageshapes, cans, tubes or slices. In the manufacture of slices, the hot molten cheese is pumped continuously into an endless 'tube' of plas-
Microstructure of rennet-curd cheese The rennet-induced coagulation of milk is characterized by casein micelles aggregating into interconnected clusters and forming a network in which fat globules are interspersed as loose inclusions (Gavarie etal., 1989). Electron microscopy (EM) is the method of choice to study this structure (Brooker, 1979; Kalab, 1983, 1995), particularly during the early stages of its development before the minute para-casein particles fuse into larger clusters during cheesemaking. Optical or light microscopy (LM) using specific staining to distinguish different components (Flint, 1994) is used to study the general structure of various cheeses
Homogenization The hot molten mass may be homogenized, with typical first and second stage pressures of 15 and 5 MPa, respectively. Homogenization has a number of effects (Meyer, 1973):
9 it assists in further mixing and size reduction of any coarse (e.g., rind) or undissolved particles (e.g., ES, dry ingredients), and thereby contributes to a more homogeneous and smooth end product; 9 it results in further shearing of the blend and interaction of blend ingredients; 9 promotes a finer dispersion of fat droplets (Walstra and Jenness, 1984); 9 generally promotes thickening.
Pasteurized Processed C h e e s e and Substitute/Imitation C h e e s e Products
(Awad et al., 2002). Confocal laser scanning microscopy (CLSM), which uses monochromatic laser light, is gaining popularity (Auty et al., 2001) for its ability to section the sample optically by focusing at predetermined levels below the surface of the sample. The resulting stack of images is then processed by a computer to produce a view of the three-dimensional structure. Both optical and electron microscopy have been used extensively to study the microstructures of milk gels and cheeses (Hall and Creamer, 1972; Knoop, 1972; R~egg and Blanc, 1972; Kimber et al., 1974; Kalab, 1977, 1979; de Jong, 1978; Green et al., 1981, 1983; Kiely etal., 1992, 1993; Mistry and Anderson, 1993; Bryant et al., 1995; Desai and Nolting, 1995; Guinee etal., 1998, 1999, 2000a; Auty et al., 2001). The protein matrices of both acid- and rennetinduced milk gels are particulate (Fig. 3; GavariC et al., 1989), being composed of entangled clusters of partially fused casein or para-casein aggregates. Ongoing aggregation of the casein, or para-casein, and whey expulsion lead to a gradual fusion of the para-casein network. Consequently, the matrix changes from being particulate to a highly fused aggregated structure (Fig. 4). The integrity of the matrix is maintained by various intra- and inter-aggregate electrostatic and
357
hydrophobic attractions between amino acid side groups on the para-casein molecules, and between calcium ions and organic serine phosphate groups or ionized carboxyl residues (calcium bridges; Walstra and van Vliet, 1986). The protein network is essentially continuous, extending in all directions, although some discontinuities exist at the macro- and micro-structural levels. Discontinuities at the macro-structural level exist in the form of curd granule junctions and, in Cheddar and related dry-salted cheese varieties, as curd chip junctions. Both kinds of junction are discernible by the naked eye in appropriately prepared sections (Kalab and Emmons, 1978; Brooker, 1979; Kalab, 1979; Lowrie et al., 1982; Ruegg et al., 1985; R(iegg and Blanc, 1987; Kalab et al., 1988). Unlike the interior of the curd particles, which consists of protein and fat at a ratio corresponding closely to that of the overall cheese, the junctions are comprised mainly of casein, being almost devoid of fat. The difference in cheese composition between the interior and the surface of curd particles arises as a result of the cutting or breaking of the coagulated milk (gel) into curd particles, which leads to the loss of fat globules from the freshly cut surfaces into the surrounding whey. As the protein matrix contracts and adjoining curd particles
Rennet gel from non-homogenized milk, showing fat globules (F; retained by post-fixing the gels with osmium tetraoxide) encased within a particulate para-casein matrix (P). Bar - 5 i~m (courtesy of M. Kalab).
358
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
in the interior and the exterior of curd particles and thus to differences in structure-function relationships. The protein matrix occludes fat globules (clumped or coalesced to varying degrees), moisture and its dissolved solutes (minerals, lactic acid, peptides and amino acids) and enzymes (e.g., residual rennet, proteinases and peptidases from starter and non-starter micro-organisms; Kimber etal., 1974; Laloy etal., 1996; Guinee et al., 2000a). The fat phase may be described as a concentrated o/w emulsion within a para-casein network. Evidence that clumping and coalescence of fat globules occur in stirred-curd cheeses is provided by both transmission (TEM) and scanning electron microscopy (SEM); in TEM micrographs (Fig. 5), the clumps retain their fat globule membranes. Scanning electron microscopy micrographs, obtained by examining cheese samples (e.g., Cheddar) from which the fat globules had been extracted during sample preparation, reveal irregularly shaped voids in the para-casein matrix (Mistry and Anderson, 1993; Bryant et al., 1995; Fig. 4). The occurrence of coalesced fat in the form of elongated pools between the para-casein fibres has been similarly demonstrated in Mozzarella and String cheeses by SEM (Taneya et al., 1992; Kalab, 1993, 1995; McMahon et al., 1993, 1999; Tunick et al., 1993) and CLSM (Fig. 6; Auty et al., 2001; Guinee et al., 2002). The presence of fat clumps and pools suggests partial coalescence of denuded liquid fat droplets, probably formed as a consequence of damage to the native fat globule membrane during curd manufacture, handling and plasticization, while the curd is still warm. Transmission electron microscopy micrographs
Scanning electron micrographs of full-fat (33.0%, w/w) Cheddar cheese at low (1800• a) or high (7000• b) magnification. The arrows correspond to the para-casein matrix and the arrowheads to the areas occupied by fat and free serum prior to their removal during sample preparation; bacteria (most likely starter lactococci) are visible in b, being concentrated mainly at the fat-para-casein interface ((a) reproduced with permission from the Society of Dairy Technology and adapted from Guinee et aL, 1998 and (b) adapted from Fenelon et aL, 1999).
mat through their fat-depleted surface layers, these fatdepleted areas become part of the internal cheese structure. Curd chips form another type of junction in Cheddar cheese and related dry-salted varieties (Lowrie etal., 1982). The difference in cheese composition between the interior and the surface of curd particles (or chips) probably leads to differences in the molecular attractions between contiguous para-casein layers
Transmission electron micrograph showing the protein matrix (M) of 1-day-old Cheddar cheese interspersed with fat globules (F) encased in fat globule membranes (arrows); B = bacterium (from Cari6 and Kalab, 1993).
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
359
Bar = 25 gm Confocal scanning laser micrographs showing protein (a) and fat (b) as light areas against a dark background in 1-dayold unheated Mozzarella cheeses. Bar corresponds to 25 i~m (from M.A.E. Auty and T.P. Guinee, unpublished results).
taken during the course of Cheddar manufacture clearly show the aggregation of fat globules, which is first notable at maximum scald, increases with the progression of cheesemaking as the protein network shrinks and forces the fat globules into closer proximity (Kimber etal., 1974; Kal~ib, 1995; Laloy etal., 1996). In the temperature range used for cheesemaking ( - 3 0 - 5 5 ~ most or all of the milk fat is liquid (Norris et al., 1973) and therefore flows on the application of stress. Some coalescence of the fat globules probably also occurs during the ripening of Cheddar, Mozzarella and other varieties, as reflected by the increases in level of fat that can be expressed from the cheese at room temperature when subjected to hydraulic pressure or centrifugation (Guinee et al., 1997, 2000a; Thierry et al., 1998) or by extraction of the melted cheese (at - 7 4 ~ with a water/methanol mixture, followed by centrifugation (Yun et al., 1993). The increase in the degree of aggregation of fat during ageing, as revealed by SEM (Tunick and Shieh, 1995), also supports this view. Coalescence is possible, as a large quantity of fat ( - 2 0 - 3 0 % of total) is still expected to be liquid at the ripening temperature ( - 4 - 7 ~ used for Cheddar or Mozzarella (Norris et al., 1973). The agerelated increase in free (expressible) fat may be accentuated by a possible increase in the permeability of the fat globule membrane during maturation due to storagerelated hydrolysis of membrane components by lipoprotein lipase activity (Sugimoto et al., 1983; Deeth, 1997) and by proteolysis of the casein matrix, which holds the fat globules in place (Tunick and Shieh, 1995).
In contrast to Cheddar, Mozzarella and String cheeses, relatively little clumping and coalescence of fat globules is evident in other cheese types such as Cheshire, Gouda (Hall and Creamer, 1972) and Meshanger cheese (de Jong, 1978). Heating natural cheeses in the absence of ES
At the microstructural level, CLSM indicates that heating of Cheddar to 95 ~ results in extensive clumping and coalescence of fat globules, and a less homogeneous distribution of the fat and the para-casein phase (Fig. 7; Guinee and Law, 2002). The ensuing partial phase separation increases with the fat content of the cheese and decreases with homogenization of the cheesemilk (Guinee et al., 2000b). Similarly, Paquet and Kal~ib (1988) observed, using SEM, that heating Mozzarella cheese in a conventional or microwave oven resulted in extensive coalescence of fat globules and shrinkage of the protein matrix. The heat-induced effects were the most severe in high-fat cheeses, less in low-fat cheeses and the least in processed cheese (Paquet and Kalab, 1988). Hence, application of heat (70-90 ~ and mechanical shear to natural cheese, as in processing, without the presence of stabilizers usually results in the formation of a heterogeneous, gummy, pudding-like mass which undergoes extensive oiling-off and moisture exudation during manufacture and, especially, on cooling. These defects arise from: (i) coalescence of the liquefied fat due to the shearing of the fat globule membrane and (ii) partial dehydration/aggregation and shrinkage of the
360
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Bar = 25 #m Confocal scanning laser micrographs of 5-day-old unheated Cheddar cheese (a, b), and the same cheese after heating to 95 ~ and then allowed to cool to room temperature (c, d). The micrographs show protein (a, c - l o n g arrows) and fat (b, d - short arrows) as light areas against a dark background. Bar corresponds to 25 ~m (modified from Guinee et aL, 2000b).
para-casein matrix induced by the relatively low pH of cheese (i.e., for most cheeses, <5.7) and high temperatures applied during processing. The modified structure, consisting of a shrunken para-casein matrix with large pools of free oil and free moisture, has impaired ability to occlude fat and free moisture. Consequently, free moisture and de-emulsified liquefied fat seep through the more porous, modified structure. The role of ES in the formation of a physicochemically stable product
In the presence of ES, high heat and shear result in the formation of a smooth, homogeneous, stable product. This transition is facilitated by the ES-induced partial hydration and solubilization of para-casein which emulsifies the dispersed droplets of free fat (Templeton and Sommer, 1936; Meyer, 1973; Rayan et al., 1980; Lee etal., 1986; Cavalier-Salou and Cheftel, 1991; Marchesseau etal., 1997; Bowland and Foegeding, 2001). The fat, released by heating, is emulsified into
small globules (Fig. 8; Rayan et al., 1980) and new membranes develop on fat particle surfaces (Cari~ and Kal~ib, 1993). Extensive emulsification produces fat globules smaller than 1 ~m in diameter (Heertje et al., 1981; Tamime et al., 1990), particularly if the processed cheese is subsequently homogenized. The most commonly used ES include sodium citrates, sodium orthophosphates, sodium pyrophosphates, sodium tripolyphosphates, sodium polyphosphates (e.g., Calgon), basic sodium aluminium phosphates (e.g., Kasal) and phosphate blends (e.g.,JOHA and SOLVA blends from BK Giulini Chemie & Co., OHG, Ladenburg, Germany; Kasomel blends from Prayon S.A., Siege Social, B-4480 Engis, Belgium). These salts generally have a monovalent cation (i.e., sodium) and a polyvalent anion (e.g., phosphate). While the salts are not emulsifiers per se, they promote, with the aid of heat and shear, a series of physico-chemical changes within the cheese blend which result in rehydration of the insoluble aggregated para-casein (matrix) and its conversion to an
Pasteurized Processed C h e e s e and Substitute/Imitation
Scanning electron micrograph showing the protein matrix (M) of processed cheese interspersed with fat globules (asterisks). Insoluble calcium phosphate crystals (white arrow), in the lower left, differ in appearance from imprints of soluble emulsifying salts (arrow heads). Bar corresponds to 25 tzm (adapted from Kal~.b et aL, 1987).
active emulsifying agent. These changes include calcium sequestration, para-casein hydration and dispersal, upward pH adjustment and stabilization (buffering), emulsification and structure formation (Templeton and Sommer, 1936; Becker and Ney, 1965; Morr, 1967; Lee et al., 1986; Cavalier-Salou and Cheftel, 1991; Marchesseau et al., 1997), and are discussed briefly below. While ES are the main agents used to promote para-casein hydration and fat emulsification during the formation of PCPs and ACPs, other emulsifying agents, such as Tween 80, lecithin and protein hydrolysates, have been used experimentally (Marshall, 1990; Drake et al., 1999; Kwak et al., 2002). The ability to sequester calcium is one of the more important functions of the ES. The principal caseins in cheese (Ors1-, Ots2-, [3-) are amphilic in nature, having both apolar lipophilic segments and polar hydrophilic segments which contain most of the sepine phosphate (Fox and McSweeney, 1998). This structure allows the caseins to function as emulsifiers (Mulvihill, 1992). In cheese, a large proportion (i.e., 65% of total in Cheddar at pH --5.3) of the calcium is insoluble (Guinee et al., 2000c) and probably exists in the form of calcium-phosphate complexes precipitated onto the casein matrix, or in the form of calcium bridges which interlock and aggregate the para-casein molecules (Walstra and van Vliet, 1986). Precipitated calcium phosphate probably reduces the intermolecular repulsive effect of the negative charge on the casein molecules and, thereby, enhances the degree of casein aggregation (Horne, 1998). Consequently, the paracasein in cheese is essentially insoluble; it is estimated that only -15%, w/w, of the total moisture in cheese is
C h e e s e Products
361
bound to the protein (Geurts et al., 1974). Calcium sequestration involves the exchange of the Ca 2+ (attached to casein via the carboxyl groups of acidic amino acids and/or by phosphoseryl residues, or precipitated on the matrix) of the para-casein for the Na + of the ES. The sequestration of the calcium results in partial hydration of the insoluble para-casein and conversion to a sodium phosphate para-caseinate dispersion (sol; Morr, 1967; Nakajima et al., 1975; Sood etal., 1979; Wagner and Wagner-Hering, 1981; Lee et al., 1986; Marchesseau et al., 1997). The increase in the hydration of para-casein is paralleled by large increases in the levels of water-soluble N, and N that is non-sedimentable on ultracentrifugation. The degree of calcium sequestration and casein hydration (as determined by the proportion of total N that is nonsedimentable on ultracentrifugation of the processed cheese) is dependent on the processing conditions and the type and level of ES (calcium chelating strength, pH and buffering capacity; Irani and Callis, 1962; van Wazer, 1971; Thomas et al., 1980; Lee et al., 1986; Cavalier-Salou and Cheftel, 1991; Fig. 9). However, the mechanism by which added ES chelates calcium and increases para-casein hydration during manufacture is not entirely clear; this may differ with type and concentration of ES (cf. Nakajima et al., 1975). In the commercial manufacture of ACPs and PCPs, trisodium citrate, as the sole ES, is generally added at a much higher level (e.g., 3%, w/w) than orthophosphates (e.g., 1%, w/w). This suggests that added orthophosphates may largely sequester calcium bound 100
"
9
r
~o 90 80 70
o~ ~.
60 50
~o 40 0
0.5
1 1.5 2 Emulsifying salt, % w/w
I
!
2.5
3
Influence of concentration of emulsifying salt on the percentage of total N, which was non-sedimentable on ultracentrifugation (300 000 g x 1 h at 20 ~ of a dispersion prepared by blending a 5 g sample of analogue cheese in distilled water and different levels of trisodium citrate (O) or sodium tripolyphosphate (A; redrawn from Cavalier-Salou and Cheftel, 1991).
362
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
to phosphoserine residues (i.e., in the form of calcium bridges) whereas added citrate may additionally sequester calcium from precipitated calcium phosphate. Thus, it is noteworthy that the content of non-sedimetable soluble calcium in ACPs decreases with increasing level (0-3%, w/w) of added sodium phosphate ES (disodium monohydrogen phosphate, tetrasodium pyrophosphate and sodium tripolyphosphate) and increases marginally with trisodium citrate (CavalierSalou and Cheftel, 1991). The increase in para-casein hydration during processing is paralleled by a physical swelling of the caseinate dispersion (Nakajima et al., 1975) and an increase in the viscosity of the melting processed cheese mass (Wagner and Wagner-Hering, 1981). The increase in viscosity is frequently referred to as creaming in the processed cheese industry (see 'Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs'). The use of the correct blend of ES usually shifts the pH of cheese upwards (typically from---5.0-5.5 in the natural cheese to 5.6-5.9 in the PCP) and stabilizes it by virtue of their high buffering capacity (Gupta et al., 1984; Cavalier-Salou and Cheftel, 1991; Marchesseau et al., 1997). This change contributes to an enhanced calcium-sequestering ability of the sodium phosphate ES per se (Irani and Callis, 1962) and an increased negative charge on the para-caseinate. The latter changes lead to an increased casein hydration and a more open reactive sodium (phosphate) para-caseinate conformation with superior water-binding and emulsifying properties (Nakajima et al., 1975; Lamure et al., 1988; Marchesseau et al., 1997). Hence, the buffering capacity of the ES is a critical factor controlling the rheological, textural and melting attributes of PCPs and ACPs (Rayan et al., 1980; Thomas et al., 1980; Gupta et al., 1984; Cavalier-Salou and Cheftel, 1991; Savello et al., 1989; Guinee and Corcoran, 1994). The increase in hydration and dispersion of the paracasein, sometimes referred to as peptization, is enhanced by increasing the temperature and the shear within the normal limits applied during processing (see 'Processing of the blend'). Under the conditions of cheese processing, the dispersed hydrated para-caseinate contributes to emulsification by coating the surfaces of dispersed free fat droplets, and to emulsion stability by immobilization of a large amount of free water (Phillips, 1981; Mulvihill, 1992). During the cooling of PCPs, the homogeneous molten viscous mass sets to form its characteristic body, which, depending on blend formulation, processing conditions and cooling rate, may vary, from a firm sliceable product to a semi-soft spreadable consistency. Factors contributing to the setting probably
include fat crystallization, protein-protein interactions, and interactions between the dispersed emulsified fat globules and the bulk phase para-casein. The occurrence of rheological changes in PCPs during storage, to a degree dependent on storage time and temperature in the range 10-30 ~ (Tamime et al., 1990), lends support to the contribution of the latter interactions. Comparison of the microstructure of natural and processed cheeses indicates that the latter differs markedly from the former by the absence of curd granule and/or curd chip junctions and the more homogeneous distributions of the fat and protein phases. Micro-structure of PCPs and ACPs
Micro-structural studies on PCPs or ACPs indicate that the structure typically consists of a concentrated emulsion of discrete, rounded fat droplets of varying size (typically ---1-10 Ixm) in a hydrated protein matrix (Fig. 8; Kimura et al., 1978; Rayan et al., 1980; Taneya et al., 1980; Heertje et al., 1981; Lee et al., 1981; Kalab et al., 1987; Savello etal., 1989; Tamime etal., 1990; Kal~ib, 1995; Guinee et al., 1999; Auty et al., 2001). There is less clumping or coalescence of fat globules than in natural cheese. Consequently, the mean fat globule size tends to be generally smaller (Sutheerawattananonda and Bastian, 1995), although it varies depending on the type and level of ES, milk protein additions, processing time and extent of shear (Rayan etal., 1980; Kal~ib etal., 1987, 1991; Savello etal., 1989; Tamime etal., 1990). Generally, for most ES, the fat globule size decreases as the processing time at a high temperature increases, e.g., up to 40 min (Rayan et al., 1980; Kalab et al., 1987). The para-caseinate membranes of the emulsified fat globules appear to attach to the matrix strands, thereby contributing to the continuity of the matrix. The positive correlations between the degree of emulsification (DE) and firmness or elasticity, and the inverse relationship between DE and flowability of PCPs support this suggestion (Rayan et al., 1980; Carie et al., 1985; Savello et al., 1989). The incorporation of emulsified para-caseinate-coated fat globules, which can be considered as pseudo-protein particles, into the new structural matrix may be considered as increasing the effective protein concentration (van Vliet and Dentener-Kikkert, 1982; Marchesseau etal., 1997; Michalski et al., 2002). The fat globule size is important as it influences the firmness of the final PCP and the ability of the fat to become free and contribute to oiling-off when the PCP is subsequently cooked for consumption. When cheese is baked or grilled, some oiling-off is desirable, as it limits drying-out of the cheese and thus contributes to
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
the desired flowability, succulence and surface sheen of the melted product (see 'Cheese as an Ingredient', Volume 2). Generally, for a given formulation, a reduction in the mean diameter of the emulsified fat globules gives PCPs which are firmer and, which on cooking, exhibit a low tendency to oil-off and have poor flowability (Rayan etal., 1980; Savello etal., 1989). Comparative studies on the effect of different ES indicate that, for a given processing time, the mean fat globule diameter is generally smallest with tetrasodium pyrophosphate (TSPP) or sodium tripolyphosphates (STPP), largest with basic sodium aluminium phosphate (SALP) and intermediate with trisodium citrate (TSC) or disodium phosphate (DSP; Rayan et al., 1980; CavalierSalou and Cheftel, 1991). Hence, in practice, SALP is generally claimed to give PCPs and ACPs with good melting properties. Increasing the concentration of ES (1-4%, w/w) and processing temperature (80-140 ~ results in a progressive decrease in mean fat globule diameter and a concomitant increase in firmness. Generally, for most ES, the fat globule size decreases as the holding time at a high temperature increases, e.g., up to 40 min (Rayan et al., 1980; Kalab et al., 1987); the resultant products become firmer, more elastic and less flowable. High-resolution TEM (e.g., 60 000 x) has been used to study the structure of the protein matrix in PCPs (Kimura et al., 1978; Taneya et al., 1980; Heertje et al., 1981; Klostermeyer et al., 1984; Lee et al., 1996). The protein phase consists of varying proportions of individual para-caseinate particles and strands, which are probably formed through end-to-end association of para-caseinate particles. The individual particles (20-30 nm diameter) may correspond to casein submicelles released from the para-casein micelles in the matrix of the natural cheese as a result of calcium sequestration by the ES (Kimura et al., 1978; Taneya et al., 1980; Heertje et al., 1981). The proportions of strands to individual particles vary with the rheolgy and the texture characteristics of the processed cheese. Hard PCPs contain a high level of long protein strands (e.g., ---100 versus 25 b~m) which form a matrix (Fig. 10) that is finer than the protein matrix of natural cheese. In contrast, the protein matrix of soft PCPs usually consists predominantly of individual particles. However, abundant protein strands were also found in a soft processed cheese made with a mix of orthophosphate and polyphosphate when direct steam heating was used (Cari~ and Kal~ib, 1987). The presence of protein strands was apparently associated with the use of polyphosphates but no conclusive study has been reported on this subject. Apart from a few exceptions, including acid-heated coagulated Queso blanco-type cheese (Kakib and Modler,
363
The protein matrices of soft (A) and hard (B) processed cheeses. The black string-like protein strands (highlighted by the arrows) are longer and thicker in the hard product than in the soft product. F = fat globule. Bar corresponds to 0.2 #m (reproduced with permission from Kimura et aL, 1978).
1985) and Paneer (Kalab et al., 1988), it is not possible to identify the type of cheese used to make PCPs. The casein particles in the acid-heat type cheeses, above, have a characteristic core-and-shell uhrastructure (Harwalkar and Kalab, 1981; Kalab and Modler, 1985; Kalab et al., 1988), which is very stable and withstands the conditions of cheese processing. Microstructural analyses of processed cheeses frequently reveal the presence of various crystalline species such as calcium phosphate. Crystallization, if excessive, may be give rise to visual defects, and is discussed in 'Characteristics of different ES in the manufacture of PCPs and ACPs'. Properties of ES important in cheese processing
Differences in the functionality of ES offer the manufacturer of PCPs and ACPs a major lever with which to impart customized characteristics to the finished product, e.g., sliceability, spreadability and meltability (Thomas et al., 1980; Gupta et al., 1984; Abdel-Hamid et al., 2000a,b; Awad et al., 2002). The ES most commonly
364
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
used are sodium citrates, sodium hydrogen orthophosphates, sodium polyphosphates and sodium aluminium phosphates. Other potential emulsifying agents include gluconates, lactates, malates, ammonium salts, gluconic lactones and tartarates (Meyer, 1973; Price and Bush, 1974 a,b; Gupta et al., 1984). Tartaric acid from wine, added as an ingredient, acts as a calcium-sequestering agent in the manufacture of Swiss Cheese Fondue (Schar and Bosset, 2002). At the commercial level, ES are supplied increasingly as blends of phosphates (e.g., Joha C special, Solva 35S) or of phosphates and citrates (e.g., Solva NZ 10), tailormade to impart certain functionalities (e.g., different degrees of meltability, sliceability, spreadability) to different pasteurized products (e.g., blocks, slices, spreadable) manufactured under different conditions (e.g., from cheeses of varying degrees of maturity or using cookers with varying degrees of shear input).
Major types of E$ Salts consisting of a monovalent cation and a polyvalent anion have the best emulsifying characteristics. Of the many citrates available, trisodium citrate (Na3C6HsO7) is used most commonly. Monosodium citrate, when used alone, gives over-acid PCPs which are mealy, acid and crumbly and show a tendency to oiling-off due to poor emulsification (Gupta et al., 1984). The use of disodium citrate as the sole ES also leads to high acidity and to water separation during solidification of the molten PCP (CariC and Kalab, 1993). The dissociation constants (pKa) of citric acid at the ionic strength of milk are 3.0, 4.5 and 4.9 (Walstra and Jenness, 1984). Owing to their acidic properties, mono- and di-sodium citrates may be used to correct the pH of a processed cheese blend, for example, when using a high proportion of very mature, high-pH cheese or skim milk solids. The terminology and manufacture of phosphates has been reviewed by Bell (1971) and van Wazer (1971). The phosphates have a structure in which each phosphorus atom is surrounded tetrahedrally by four oxygen atoms. Neighbouring PO4 groups may react and share one or more oxygen atoms to form m P - - O m P m bonds and form condensed phosphates with a phosphorus content, expressed as percentage P205, >72.5 (Zehren and Nusbaum, 1992). The condensed phosphates are called linear condensed phosphates when one oxygen atom is shared by neighbouring PO4 groups, and metaphosphates (or cyclic phosphates) when three oxygens are shared. The generic structures of some of the sodium phosphates are given in Fig. 11. The phosphate-based ES used in cheese processing are mainly the sodium salts of orthophosphates (e.g., disodium monohydrogen phosphate (Na2HPO4), trisodium
Group Monomers, orthophosphates
Phosphoric acid Potassium dihydrogen orthophosphate Dipotassium hydrogen orthophosphate Tripotassium orthophosphate Sodium dihydrogen orthophosphate Disodium hydrogen orthophosphate Trisodium orthophosphate
Polymers, linearly condensed polyphosphates
Tetrapotassium diphosphate Disodium diphosphate Triosodium diphosphate Tertrasodium diphosphate
Pentapotassium triphosphate pentasodium triphosphate
Structure O II MO - P - OM I OM
0 0 II II M O - P - O - P - OM I I OM OM 0 0 0 II II II MO- P-O-P-O-P-OM I I I OM OM OM
Sodium tetrapolyphosphate 0 0 0 II II II MO - P - O - P - O - P - 0 I I I OM OM OM Sodium hexametaphosphate (Graham's salt) Soluble sodium polyphosphate
0 II P - OM I OM
oF ,o1 o .o- ,~1o- ~-io-~-o~ o. / o;
Insoluble sodium polyphosphate (Madrell's salt) M(n+2)PnO(3n+l)
Cyclical polyphosphates
Sodium trimetaphosphate
o
\\/ P
/
OM
\
O
o
p //\
p
I,o
7\
0
0 O
Sodium tetrametaphosphate
OM
\\/ P
o7
MO... /
OM
~0
\o
P
P
~\o \
/ \oM 70 p //\
0
OM
M: metal ion (Ca, K)
Structure of different sodium phosphates used in the manufacture of pasteurized processed and analogue cheese products (courtesy of M. Cari6).
monophosphate (Na3PO4)) which contain one PO4 group, and linear condensed phosphates such as pyrophosphates (two PO4 groups) and polyphosphates (3-25 PO4 groups, e.g., tripolyphosphate with three PO4 groups). Potassium and sodium aluminium phosphates may also be used in the manufacture of PCPs and ACPs (Karahadian and Lindsay, 1984), e.g., the latter ES is used widely in the manufacture of analogue pizza cheese
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
(APC). Of the orthophosphates, disodium hydrogen orthophosphate (Na2HPO4) is the most commonly used; when used alone, the mono- and trisodium salts tend to give over- or under-acid products, respectively (Templeton and Sommer, 1936; Scharf, 1971; Gupta et al., 1984). Comparative studies have shown that the potassium salts of orthophosphates, pyrophosphates and citrates give PCPs with textural properties similar to those made with the equivalent sodium salts at similar concentrations (Gupta etal., 1984; Karahadian and Lindsay, 1984); however, the use of the potassium salts reduced slightly the flowability of the melted PCs. Hence, while potassium ES may have potential in the preparation of reduced-sodium PCs, they are rarely used in practice as they impart a bitter taste to the finished product, which becomes more pronounced with storage (Templeton and Sommer, 1936), and are more expensive. Some of the characteristics of the commonly used ES in aqueous solution are presented in Table 4. Characteristics of different ES in the manufacture of PCPs and ACPs
The properties of different ES in both PePs and ACPs have been studied and reviewed extensively (Swiatek, 1964; Scharf, 1971; van Wazer, 1971; Meyer, 1973; Tanaka et al., 1979; Rayan et al., 1980; Lee et al., 1986;
365
Carie and KaDb, 1987; Savello et al., 1989; CavalierSalou and Cheftel, 1991; Fox et al., 1996, 2000; AbdelHamid et al., 2000a,b). Discrepancies between these studies vis-/t-vis the influence of ES on different physico-chemical changes exist, probably because of inter-study differences in product formulation (e.g., levels of total protein and intact protein, pH), levels and combinations of ES and processing conditions (e.g., cooker type, degree of shear, time-temperature treatment). However, these studies indicate definite trends that are summarized in Table 5 and discussed below. In practice, individual salts are rarely used, with blends of two or more ES being used widely to combine the best effects of the individual salts (Carie and KaDb, 1993; Abdel-Hamid et al., 2000a,b). Customized blends with specific functionality are prepared by suppliers of ES or developed in-house by manufacturers of PCPs and ACPs. Calcium sequestration. The ability to sequester calcium is closely related to the ability to hydrate and solubilize protein. Calcium sequestration involves the exchange of the divalent calcium cations, which aggregate and interlock the casein molecules in the paracasein network of the cheese or rennet casein, for the monovalent cations of the ES. It is best accomplished
Properties of emulsifying salts used in cheese processinga
Group
Emulsifying salt
Formula
Mol. mass (Da)
Citrates
Monosodium citrate monohydrate Trisodium citrate dihydrate Trisodium citrate undecahydrate Sodium dihydrogen phosphate (SDP) SDP monohydrate SDP dihydrate Disodium hydrogen phosphate (DSP) DSP dihydrate DSP heptahydrate DSP dodecahydrate Trisodium phosphate (TSP) TSP hemihydrate TSP-dodeca-hydrate Disodium pyrophosphate Trisodium pyrophosphate Tetrasodium pyrophosphate Pentasodium tripolyphosphate (PSTPP) PSTPP hexahydrate Sodium tetrapolyphosphate Sodium hexametaphosphate (Graham's salt) Sodium aluminium phosphate
NaH2C6H507.H20 NaH2C6H507.2H20 2NaH2C6H507.11H20 NaH2PO4 NaH2PO4. H20 NaH2PO4-2H20 Na2HPO4 Na2HPO4-2H20 Na2HPO4.7H20 Na2HPO4.12H20 Na3PO4 Na3PO4.0.5H20 Na3PO4.12H20 Na2H2P207 Na3HP2OF.9H20 Na4P207.10H20 Na5P3Olo
232 294 714 120 138 156 142 178 268 358 164 173 380 222 406 446 368
Na5P3010-6H20 Na6P4013 (NaPO3)n
476 470 (102)n
Orthophosphates
Pyrophosphates
Polyphosphates
Aluminium phosphates
NaH14AI3(PO4)8.4H20
a Compiled from Scharf and Kichline (1968), van Wazer (1971), Cari6 and Kal~b (1993).
t:'205 content (%) m
m
59 51 45 5O 40 26 20 44 41 19 64 35 32 58 45 60 70
Solubility at 20 ~ (%) 16.8 75 79.4 85.2
pH(1% solution)
13 32 10 14.6
3.75 8.55 7.95 4.5 4.5 4.5 9.1 9.1 9.1 9.1 11.9 11.9 11.9 4.1 6.7-7.5 10.2 9.7
170.0 157.0
9.7 8.5 6.6
m
39.9 9.3 80 2.0 11 m
m
8.0
366
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Emulsifying salts commonly used in pasteurized processed cheese products and their properties during cheese processing
Physico-chemical changes during processing Group Citrates Orthophosphates Condensed phosphates Pyrophosphates
Polyphosphates
Commonly used forms
Calcium sequestration
Buffering action
Para-casein hydration
Fat emulsification
Trisodium citrate Disodium phosphate Trisodium phosphate
Low
High
Low
Low
Low
High
Low
Low
Medium
Medium
Very high
Very high
High to very high
Low to very low
High to low
Very high to low
Disodium pyrophosphates Trisodium pyrophosphates Tetrasodium pyrophosphates Pentasodium tripolyphosphate Sodium tetrapolyphosphate Long-chain polyphosphates
Compiled from various sources: Cark5 and Kalab (1993), Fox et al. (1996, 2000), Guinee (2002a).
by ES with a monovalent cation and a polyvalent anion, and effectiveness generally increases with valency of the anion. The general ranking of the calcium sequestration ability of the ES used in PCPs is in the following order: polyphosphates > pyrophosphates > orthophosphates > sodium aluminium phosphate = citrates (Nakajima et al., 1975; Wagner and Wagner-Hering, 1981; Lee etal., 1986; Cavalier-Salou and Cheftel, 1991; earle and Kal~ib, 1993; Chambre and Daurelles, 2000). However, the sequestering ability, especially of the shorter chain phosphates, is strongly influenced by pH. The increased ion-exchange function at higher pH values is attributed to more complete dissociation of the sodium phosphate molecules resulting in the formation of a higher valency anion (van Wazer, 1971). Thus, for the short-chain phosphates, calcium binding generally increases in the following order: NaH2PO4, Na2HPO4, Na2H2P2OT, Na3HP2OT, Na4P207, Na4P207 (Cari~ and Kal~ib, 1987).
pH adjustment and buffering. An appropriate pH value (e.g., 5.6-6.1) during processing is important for several reasons: it affects protein conformation and hydration, solubility of the ES, calcium sequestration by the ES and ultimately the DEE. It also affects the textural and melting characteristics of the final PCP or ACP. The effect of pH on the texture of processed cheese was clearly demonstrated by Karahadian and Lindsay (1984), using mono-, di- or trisodium phosphates for which the respective pH of a 1%, w/v, solution was 4.2, 9.5 or 13.0. Cheese made with NaH2PO4 (low pH) was dry and crumbly, whereas cheese made with Na3PO4 (high pH) was moist and plastic; the texture of cheese made with Na2HPO4 was intermediate. The buffering capacity of sodium phosphates, in the pH range normally encountered in PCPs (i.e., 5.5-6.0), decreases with increasing chain length and is effectively
zero for the long-chain phosphates (n > 10). This decrease in buffering capacity with chain length is due to the corresponding decrease in the number of acid groups per molecule; these occur singly at each end of the polyphosphate chain (van Wazer, 1971). The orthoand pyrophosphates have a high buffering capacity in the pH ranges 2-3, 5.5-7.5 and 10-12; thus, in cheese processing, they are not only very suitable as buffering agents but also as pH-correction agents. Within the citrate group, only the trisodium salt has buffering capacity in the pH range 5.3-6.0; the more acidic mono- and di-sodium citrates give over-acid, crumbly cheese with a propensity to oiling-off (Gupta et al., 1984). The pH of PCPs and ACPs is related to the pH of the ES (blend) used and to its buffering capacity. The pH of ACPs made with trisodium citrate or different sodium phosphate ES, at equal concentrations (3%, w/w), decreases in the following order: tetrasodium pyrophosphate ~ trisodium citrate ~ pentasodium tripolyphosphate > disodium hydrogen phosphate > sodium polyphosphate (Cavalier-Salou and Cheftel, 1991). The pH of cheese increases linearly with the concentration of ES in the range 0-3%, w/w, for trisodium citrate, tetrasodium pyrophosphate, sodium tripolyphosphate and disodium hydrogen phosphate (Cavalier-Salou and Cheftel, 1991). Similar observations have been made by others (Templeton and Sommer, 1936; Swiatek, 1964; Gupta et al., 1984) for PCPs. However, Swiatek (1964) reported that increasing the concentration of polyphosphate had little effect on the pH of PCPs.
Casein hydration and dispersion. The increase in para-casein hydration during the manufacture of PCPs and ACPs is supported by the large increases in the levels of water-soluble N and non-sedimentable N (when a dilute mixture of cheese and water is centrifuged; Templeton and Sommer, 1936; Ito et al., 1976;
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Thomas et al., 1980; Lee et al., 1986; Cavalier-Salou, 1991). While all the commonly used ES increase casein hydration, there are large differences between the effects of the different salts at the level (-<3%, w/w) typically used in cheese processing. The results of some studies (Templeton and Sommer, 1936; Lee etal., 1986) indicate that para-casein hydration and dispersion decrease with the chain length of sodium phosphates while the results of Cavalier-Salou and Cheftel (1991) suggest the opposite trend. Similarly, Thomas et al. (1980) reported that trisodium citrate gives lower casein hydration than ortho- or pyrophosphates while others (Templeton and Sommer, 1936; Cavalier-Salou and Cheftel, 1991) found it gave levels that were comparable or higher. These discrepancies may be related to differences in the blend formulation and composition, concentration of ES, processing time (Csok, 1982) and pH. Casein hydration for sodium phosphates and trisodium citrate decreases as the pH falls in the range 7.5-5.5, with the decrease at pH <6.5 being particularly large for orthophosphates and trisodium citrate (Lee etal., 1986); the more highly condensed phosphates are the least susceptible to a decrease in pH.
Ability to promote emulsification. The effectiveness of different ES in promoting emulsification in PCPs, as determined from electron microscopy and oiling-off studies, is in the following general order: sodium tripolyphosphates > pyrophosphates > polyphosphates (P > 10) > orthophosphates ~ citrates (slightly) > basic sodium aluminium phosphates (Templeton and Sommer, 1936; Roesler, 1966; Rayan et al., 1980; Thomas et al., 1980; Cavalier-Salou and Cheftel, 1991). This trend generally coincides with that of calcium sequestration. Hydrolysis (stability). Linear condensed phosphates undergo varying degrees of hydrolysis and conversion to orthophosphates during processing and storage of PCPs (Glandorf, 1964; Roesler, 1966; Scharf, 1971; van Wazer, 1971; Meyer, 1973). Hydrolysis proceeds rapidly to tripolyphosphates and pyrophosphates and then more slowly to orthophosphates. The extent of degradation increases with processing time and temperature, product storage time and temperature, moisture level in the final product and phosphate chain length (Glandorf, 1964). Hydrolysis decreases as the concentration of added ES increases (Glandorf, 1964). In experiments with pasteurized processed Emmental, the level of polyphosphate breakdown (n > 4) during melting at 85 ~ varied from 7% of total for block product (processed for 4 min) to 45% for spreadable product (processed for 10 min; Roesler, 1966). While the breakdown of condensed phosphates to monophosphates was complete in the spreadable cheese after
367
7 weeks, low levels were detectable in block processed cheese even after 12 weeks. The greater extent of polyphosphate degradation in the spreadable processed cheeses is also expected due to their higher pH and moisture values (Scharf, 1971; van Wazer, 1971). The effect of temperature on the hydrolysis of phosphates and polyphosphates in dilute solution (1%, w/v) has been demonstrated clearly by Berger et al. (1989). The consequences of hydrolysis probably include variations in the functionality (e.g., buffering capacity, calcium sequestration) of the ES blend with processing conditions as the ratio of short-chain to long-chain phosphates increases; ultimately, this may affect product pH and degree of casein hydration/emulsification. Continued hydrolysis may lead to several problems during storage. The change in hardness that is frequently observed in PCPs during storage, and which is more pronounced as the storage temperature is raised from 10 to 30 ~ has been attributed to the hydrolysis of polyphosphates to orthophosphates (Ney, 1988; Tamime et al., 1990; Chambre and Daurelles, 2000). This is because the continued effects (calcium sequestration, protein hydration and emulsification) of ES differ as the proportions of phosphates of different chain length change. Other problems associated with the hydrolysis of polyphosphates is an increased propensity to crystallization of ES in the PCP, due to precipitation of dodecahydrate disodium orthophosphate (Na2HPO4"12H20) on product storage (Scharf and Kichline, 1969), and labelling difficulties in relation to declaration of the ES used.
Tendency to crystallize during storage Occurrence and types of crystals. A c o m m o n defect in processed cheese, known at a commercial level as crystallization, is the formation of crystalline deposits on the surface and in the interior of processed cheese. The deposits are visible to the naked eye as a delicate white powdery covering on the surface of the cheese, and sometimes are referred to as a haze or a bloom. A coating of crystals imparts a dull grainy, uneven appearance to the surface, especially in slices, which is otherwise normally smooth and shiny; hence, products containing crystal deposits are not aesthetically pleasing and can sometimes be rejected by the retailer/consumer who may confuse the white deposits with mould contamination. The crystalline deposits are frequently observed by SEM or TEM in PCPs (Fig. 12; Pommert et al., 1988; Carie and Kal~ib, 1993; Kal~ib, 1995). Using various techniques such as electron microscopy, X-ray diffraction analysis, infrared spectroscopy and energy dispersive X-ray spectrometry analysis (EDSA), several crystal types have been identified, including monoclinic calcium
368
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
9 The incomplete dissolution of the ES (especially when excess ES is added), the carryover of crystal inclusions from the natural cheese (e.g., insoluble tyrosine in Swiss cheese (Fluckiger and Schilt, 1963), or calcium lactate from Cheddar cheese (Brooker et al., 1975; Brooker, 1979)). 9 The use of excess lactose (e.g., in added skim milk powder or whey) which leads to the supersaturation and formation of lactose crystals which may then act as nuclei for the crystallization of mineral species (e.g., Ca) which are present at supersaturated levels. The tendency to lactose crystallization may, however, be reduced if the lactose is first hydrolysed enzymatically (Patocka and Jelen, 1988).
Light micrograph of processed cheese crystals of insoluble calcium phosphate (P) and sodium citrate (C), emulsified fat in globules (F) and bacteria (b) dispersed in the protein matrix (M). Bar corresponds to 5 i,m (modified from Cari6 and Kala.b, 1993).
pyrophosphate dihydrate, disodium phosphate dodecahydrate, unreacted melting salts, tyrosine, calcium citrate, lactose and complexes of various materials such as calcium, fatty acids, protein and lactose (Scharf and Michnick, 1967; Scharf and Kichline, 1968, 1969; Morris et al., 1969; Scharf, 1971; Uhlmann et al., 1983; Klostermeyer et al., 1984; Yiu, 1985; Bester and Venter, 1986; Pommert et al., 1988; Kondo et al., 1990). The composition of crystalline structures in natural cheeses and PCPs was studied by Washam et al. (1985) using SEM, EDSA and X-ray diffraction. Yiu (1985) identified calcium phosphate crystals by optical microscopy using Alizarin Red as a stain specific for calcium. Calcium phosphate aggregates were observed to grow beyond the size of 30 b~m in diameter in PCP made with sodium diphosphate (Rayan et al., 1980). Other crystalline inclusions may be calcium lactate in the form of randomly arranged aggregates up to 80 I~m in diameter (Brooker et al., 1975; Brooker, 1979) or crystalline amino acids such as tyrosine, e.g., in Swiss cheese (Fluckiger and Schilt, 1963). Careful standardization of the moisture content and the use of phosphates as ES were credited with the lower incidence of calcium lactate crystals in processed cheese than in natural cheese. Crystals of a tertiary sodium calcium citrate, NaCaC6H507, were identified in PCPs by Klostermeyer et al. (1984). Eliminating citrate from the ES blend may prevent their development. Major causes of crystallization.
The main causes of
crystallization in PCPs and ACPs probably include: 9 The formation of insoluble calcium phosphate crystals (as a result of the interaction between the anion of the ES and the Ca of para-casein).
Treatments which lead to dehydration of the cheese, such as smoking, are conducive to crystal growth on the processed cheese surface. Other factors (e.g., pH) may contribute to the formation of crystal deposits involving ES in PCPs and ACPs, as discussed below. Effects of calcium phosphate level and pH. Hard rennet-curd cheeses tend to be supersaturated with calcium phosphate (cf., Morris et al., 1988). In Cheddar cheese, only ---38% of total calcium (i.e., ---750 mg/100 g) is soluble at pH 5.0. This is equivalent to a calcium concentration of " - 7 2 0 m g / 1 0 0 m l cheese serum (Guinee et al., 2000c), which is ---&fold the total soluble Ca concentration in milk at pH 5.0 (van Hooydonk et al., 1986). Hence, it is not surprising that crystalline inclusions already noticeable in natural cheese (Brooker et al., 1975; Blanc et al., 1979; Bottazzi et al., 1982; Paquet and Kal~ib, 1988), particularly those composed of insoluble calcium phosphate, which are not affected by processing, are subsequently also found in processed cheese. For a given formulation, the risk of crystal formation in the resultant PCP probably decreases as the levels of calcium and phosphate in the natural cheese used decrease. Hence, it would be expected that the risk would be in the following order: Camembert-type cheese < Blue cheese < Cheshire < Cheddar ~ Mozzarella < Emmental. The addition of relatively large quantities of sodium phosphate ES (e.g., up to 3%, w/w) accentuates the risk of precipitating salts containing phosphate. Moreover, much of the water in PCPs is bound and, presumably, not available for solution of salts or other solutes such as lactose and amino acids. The levels of bound and free water in PCP made by heating at 95 ~ for 1-30 min varied from 1.4 to 1.6 g/g solidsnon-fat (SNF) and from 0.5 to 0.7 g/g SNE respectively (Csok, 1982). For a given formulation and processing conditions, the pH and the concentration of ES have major effects on the susceptibility to crystal formation, especially where sodium orthophosphates are used as ES. This is
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
because the pH determines the level of dissociation and hence the ratio of salt-to-acid forms of the salt, according to the Henderson-Hasselbalch Equation:
7.5
369
-
7
O .XE
pH-
salt(e.g. Na2HPO4) pKa + log acid(e.g" NaH2PO4)
-o 6.5
o o
Oo
cat}
o
Bacteriocidal effects. Cheese is the main ingredient used in PCPs. The occurrence of pathogens in cheese has been reviewed recently (Fox et al., 2000). While natural cheese is a relatively safe food, pathogenic bacteria may occur in cheese, especially in those made from raw milk (Fox et al., 2000). However, very few food-poisoning outbreaks have been attributed to cheese, e.g., a total of 32 outbreaks in western Europe, USA and Canada in the period 1970-1997 from an
O
O o
L C~
The salt and the acid forms differ markedly in their solubility in aqueous solution (Table 4) and hence their ratio determines the likelihood of crystallization at a given concentration of ES. At the pH of PCPs (pH 5.5-6.0), NaH2PO4 and Na2HPO4 are the major forms present, irrespective of the type of orthophosphate added, since the pKa values for H3PO4, are 2.14, 6.86 and 12.4 at 25 ~ The ratio of Na2HPO4 to NaH2PO4 varies from 0.1 to 0.15 in PCPs, depending on pH. At the temperatures used during processing (e.g., 75 ~ the disodium salt occurs mainly in the form of NaH2PO4"TH20 and is very soluble (80%, w/v; Scharf and Kichline, 1968). At temperatures <35 ~ the dodecahydrate disodium salt (Na2HPO4"12H20) is the main form of the disodium salt in PCPs (Scharf and Kichline, 1968), and its solubility (~1.5-2.5%, w/v, Na2HPO4) is much lower than that of the monosodium salts (Table 4). Hence, in experimental PC slices made using sodium phosphates, Na2HPO4" 12H20 is the predominant crystalline species (Scharf and Kichline, 1968), and its tendency to crystallize increases markedly with small increases in the pH of the PCP in the pH range 5.5-6.5. However, there is an inverse relationship between the pH required in the PCP to prevent the formation of crystals and the phosphate content of the PCP (Fig. 13). Trisodium citrate is normally used with phosphate in PCPs. However, at the pH of PCPs (pH 5.5-6.0), the forms of citrate present are Na2HC6H507 and NaH2C6HsO7 (e.g., at a molar ratio of --8:1 at pH 6.0). In contrast to Na2HPO4"12H20, the sodium citrates are highly soluble (Table 4). However, the resultant calcium citrates are relatively insoluble, e.g., the solubility of calcium citrate tetrahydrate, Ca(C6HsO7)2, at 18 ~ is 0.08%, w/v, and decreases on reducing the temperature (cf., Scharf and Kichline, 1969). Hence, refrigerated storage of PC increases the susceptibility to the formation of calcium citrate deposits.
O
6
ee ~ ~
_
o
9
O
9
.1o_ 5.5
9
9
5
1.4
Q
I
I
I
I
I
I
i
i
1.6
1.8
2.0
2.2
2.4
2.6
2.8
3.0
P205 content, %, w/w
Relationship between pH and phosphorus content in the development of crystals on processed cheese slices exposed to air. The cheese slices beneath the regression line (O) did not develop crystals whereas samples above (O) developed crystals (NaH2PO4.12H20), as detected using X-ray diffraction analysis; the regression line (-) was fitted to the experimental data points (9 O). (redrawn from Scharf and Kichline, 1968).
estimated cheese production of 235 million tonnes. The micro-organisms involved in these outbreaks of food poisoning included Listeria monocytogenes, Clostridium botulinum, Salmonella spp., Staphylococcus aureus and Escherichia coli O157. The main reasons for the occurrence of these bacteria, which apart from the spores of Cl. botulinum, are killed by pasteurization (72 ~ • 15 s), in cheese are poor starter activity, poor plant hygiene, gross environmental contamination and faulty pasteurization (Fox et al., 2000). Cheese processing normally involves the use of a temperature (70-95 ~ for 4-15 min) that kills the vegetative cells of most bacteria, yeasts and moulds, but not spores. Hence, PCPs may contain viable spores and their vegetative cells, especially of the genus Clostridium, which may originate in the cheese (especially if cows are fed poor-quality silage) or the formulation ingredients and condiments (Meyer, 1973; Thomas, 1977; Wagner and Wagner-Hering, 1981; Sinha and Sinha, 1988; Warburton et al., 1986; Carie and Kalab, 1987). Conditions favourable for the germination of spores (e.g., Cl. tyrobutyricum, Cl. sporogenes) in PCPs during storage include the heat activation of spores at the high processing temperatures, the anaerobic environment and the relatively high pH, water activity (ROegg and Blanc, 1981; Csok, 1982) and moisture content of PCs, compared to most natural cheeses (Russell and Gould, 1991). This may lead to problems such as blowing of cans, protein putrefaction and off-flavours. Perhaps, more importantly, contamination with Cl. botulinum spores could lead to the growth and formation of toxin on storage at a high temperature (e.g., 30-35 ~ to an extent dependent on ES type, moisture level and pH (Kautter et al.,
370
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
1979; Tanaka et al., 1979; Eckner et al., 1994). Bacteria may also gain access to PCPs following manufacture. Various studies have been undertaken to determine the ability of PCPs to host pathogens and thereby simulate the effects of post-processing contamination. These studies have monitored the changes in populations of various pathogenic bacteria inoculated into the cooled PCP, or the development of bacterial toxin during storage (Kautter etal., 1979; Jaskulka et al., 1995). Glass et al. (1998) inoculated PCP slices (water activity, 0.926-0.918; pH, 5.61-5.78; NaC1, 2.5%, w/w) with various strains of pathogenic bacteria and followed their growth over 96 h incubation at 30 ~ The populations of the Listeria monocytogenes, Escherchia coli 0157:H7 and Salmonella serotypes which were inoculated at levels of 1.3 • 103 to 4 • 103cfu/g slice decreased by 0.5-2.0 log counts. In contrast, the population of inoculated Staphylococcus aureus in PCP remained constant over the 96-h period. In a large predictive modelling study involving the inoculation of PCPs with CI. botulinum, Jaskulka et al. (1995) developed a prediction equation to relate the composition of the spreads to clostridial toxigenosis after 6 months' storage at 30 ~ Bacterial spoilage in PCPs is minimized by a number of factors:
Some ES also possess bactericidal properties. Polyphosphates and orthophosphates inhibit the growth of various Salmonella species and many Gram-positive bacteria, including Staphylococcus aureus, Bacillus subtilis, Clostridium sporogenes and CI. botulinum, with the effect increasing with the level added (van Wazer, 1971; Tanaka et al., 1979, 1986; Wagner, 1986; Ter Steeg et al., 1995; Loessner etal., 1997). The inhibitory effect of sodium orthophosphates depends on the moisture and the sodium salt levels and pH of the PCP (Tanaka et al., 1986). However, polyphosphates were found to be much more bacteriostatic than orthophosphates in laboratory media (Wagner, 1986) and than both orthophosphates and pyrophosphates in PCPs (Eckner et al., 1994). The general bacteriostatic effect of phosphates may reflect their interactions with bacterial proteins and sequestration of calcium, which generally serves as an important cellular cation and cofactor for some microbial enzymes (Stanier et al., 1981). Citrates appear to have no bacteriostatic effect (Chambre and Daurelles, 2000) and may even be subject to microbial degradation, thus reducing product keeping quality (Cari~ and Kalab, 1987). Tanaka et al. (1979) reported that the inhibitory effect of sodium orthophosphates on the growth of CI. botulinum in pasteurized PCSs with moisture levels in the range 52-58%, w/w, was superior to that of sodium citrates.
9 The addition of preservatives, such as nisin, ascorbic acid, sodium bisulphite, sodium sorbate, sodium propionate or sodium nitrite (Somers and Taylor, 1987; Gouda and E1-Zayat, 1988; Ryser and Marth, 1988; Delves-Broughton, 1990; Russell and Gould, 1991; Roberts and Zottola, 1993; Plockova etal., 1996) or the use of natural cheese made using nisinproducing lactococci (Zottola et al., 1994). 9 Formulating to keep the pH, water activity and moisture level as low as possible and to keep the NaC1 level moderately high (e.g., > 1.5%, w/w; cf., Briozzo et al., 1983; Tanaka et al., 1986; Leistner and Russell, 1991; Eckner et al., 1994; Rajkowski et al., 1994; Ter Steeg et al., 1995) without affecting the product quality otherwise. 9 Using ES with bacteriostatic properties. 9 Good manufacturing practice, minimization of manual handling of product, avoiding post-processing contamination and reducing storage temperature (Ter Steeg et al., 1995; Palmas et al., 1999).
Flavour effects. It is generally recognized that sodium citrates impart a 'clean' flavour while phosphates may impart off-flavours described as soapy (especially orthophosphates), chemical or salty (Meyer, 1973; Gupta et al., 1984). Pyrophosphates may cause bitterness if added at a level of 2%, w/w (Templeton and Sommer, 1936); potassium citrates also tend to cause bitterness (Templeton and Sommer, 1936; Meyer, 1973).
Bacterial spoilage can be effectively eliminated by the use of UHT processing (sterilization), which destroys heat-resistant spores such as Cl. butyricum, Cl. tyrobutyricum, Cl. sporogenes, in combination with hot filling at 85-95 ~ to eliminate post-pasteurization contamination (Sch~r and Bosset, 2002).
Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs
Processed cheese products are consumed directly as table products or as ingredients in certain cooking applications (Guinee, 2002a). As a table product, different PCPs offer a spectrum of consistencies ranging from firm, elastic and sliceable to creamy, smooth and spreadable. The variation in consistency makes PCPs suitable for a range of uses, e.g., substitute for natural sliceable or shredded cheese (e.g., on bread, crackers or sandwiches), table spread, sauces or dips. When consumed as table products, PCPs are subjected to various stresses and strains in the form of shearing (e.g., during spreading, mastication), cutting (e.g., during slicing and ingestion) or compression (e.g., during chewing). The rheological properties of the PCPs characterize its response (e.g., degree of spread,
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
fracture, crumbling, springiness) to the applied stresses or strains (see 'Rheology and Texture of Cheese', Volume 1) and have a major impact on the textural and sensory characteristics (see 'Sensory Character of Cheese and its Evaluation', Volume 1). Processed cheese products are also used as an ingredient in several cookery applications, e.g., as slices in burgers, toasted sandwiches, pasta dishes, au gratin sauces and cordon-bleu poultry. A key aspect of the cooking performance of cheese is its heat-induced functionality, which is a composite of different attributes, including softening (melting), stretchability, flowability, apparent viscosity and tendency to brown (see 'Cheese as an Ingredient', Volume 2). Hence, the textural properties of the unheated PCP and cooking characteristics of the heated product are major factors affecting quality. Consequently, numerous investigations have been undertaken on the effects of different factors on the rheological characteristics of PCPs. Although some discrepancies exist between studies, probably as a consequence of inter-study differences in factors other than that being investigated (e.g., formulation and processing conditions), definite trends are evident. The quality of PCPs is influenced by many factors, including: the type and level of ES, the composition and degree of maturity of the natural cheese used, the type and level of optional ingredients, the processing conditions and the interactions between the different factors. These are summarized in Table 6 and are discussed briefly below.
Processing time Processing conditions can vary markedly. As discussed in 'Principles of manufacture of PCPs', the heat and shear applied during processing contribute to hydration of the para-casein and other ingredients and to emulsification of free fat/oil. They do this by aiding: 9 the mixing and the uniform distribution of all ingredients throughout the blend; 9 the dissolution of the ES and their interaction with the para-casein (in the cheese) or casein aggregates (as in added milk-protein ingredients such as milk powders, caseinates, caseins); 9 destruction of the structure of the natural cheese being processed (by promoting aggregation and dehydration of the para-casein matrix and by destruction of the milk fat globule membrane in the natural cheese); 9 dispersion of free (non-globular) fat/oil and moisture; 9 transformation of the structure, e.g., from a paracasein gel with occluded fat globules and moisture (as in cheese), or from a protein aggregate/precipitate
371
in the case of added milk protein ingredients, to a concentrated o/w emulsion. Increasing processing time and shear (speed of mixing) is generally accompanied by an increase in the DE, as reflected by an increase in the number, and reduction in the mean diameter, of the emulsified fat globules (Rayan et al., 1980; Kimura et al., 1986; Tatsumi et al., 1989). The increases in casein hydration and DE result in a progressive thickening of PCPs with holding time at a temperature in the range 70-90 ~ (cf. Swiatek, 1964; Rayan et al., 1980; Kalab et al., 1987). The thickening, referred to as creaming or creaming effect in the industry, may be attributed to the ongoing interaction of the ES with the casein and the consequent increases in para-casein hydration and DEE. Creaming is desirable, especially in high-moisture PCS, as it imparts the desired viscous consistency to the molten blend for filling/packing (which prevents splashing) and gives a thick, creamy-bodied final product; in such products, the lack of an adequate creaming gives a thin runny consistency. However, extending the holding time (e.g., due to a delay or stoppage of packaging lines) of the molten product at 70-90 ~ can result in a defect known as over-creaming. In PCPs, over-creaming manifests itself as the development of a short, stiff, heavy, pudding-like consistency and dull appearance; this development may not become obvious until the product has cooled. In block PCPs and slices, it is reflected by the appearance of an 'orangepeel'-like surface and development of an over-firm and heavy pudding-like (coarse) structure which leaks free moisture and exudes beads of free oil (through the 'surface dimples'), especially on cooling. Over-creaming is highly undesirable in practice as it creates problems in pumping/filling (e.g., clogging of filling heads, excessive stand-up in packages) of the product and causes a deterioration in the end product quality, e.g., loss of spreadability, loss of surface sheen, non-uniform greasy appearance (in slices/blocks), loss of cooking properties. In experimental studies, increasing the processing time from 0 to 40 min at 70-82 ~ resulted in progressive increases in the elasticity and the firmness of the unheated PCPs and a decrease in the flowability of the melted PCPs, to an extent dependent on the ES type (Rayan et al., 1980; Harvey et al., 1982; Tatsumi et al., 1991). In contrast to these results, Swenson et al. (2000) found that increasing the processing time at 75 ~ from 0 to 20 min resulted in a decrease in firmness and an increase in the flowability of fat-free PCPs. These results may suggest the absence of a creaming process in the fat-free PCPs and highlight the importance of fat content and degree of fat emulsification to the creaming process.
372
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
General effects of various parameters on the textural characteristics and heat-induced flowability of pasteurized processed cheese productsa,b,c,d,e,f,g
Firmness
Elasticity
Spreadability
Heat-induced flowability
t 4,
f 4,
NA NA
f 4,
4, f
4, 1'
4, f
4, f
f f t
t t NA
4, 4, NA
4, 4, 4,
NA NA NA t NA NA
NA NA NA NA NA NA
NA NA NA NA NA t
4, 4, 4, 4, t NA
4, 4,
4, 4,
t t
NA t
t t
t t
~ ~
,~
Formulation Emulsifying salt concentration Increasing level in the range 0.0-0.5%, w/w Increasing level in the range 0.5-3.0%, w/w Cheese Increasing degree of proteolysis Increasing content of intact casein Substitution of rennet-curd cheese by: Reworked processed cheese Cheese base Acid-heat coagulated cheeses Dairy ingredients Whey proteins Total milk proteins Milk ultrafiltrates Calcium co-precipitate Calcium caseinate Skim milk powder
Composition of PCP Increasing moisture content Increasing pH
Processing conditions Increasing temperature Holding time at maximum temperature
a Modified from Guinee (2002a). b The general effects of the different parameters, as summarized from a review of the published literature, are presented. However, the precise effects of changing any parameter may depend on the particular formulation, processing conditions and the effects of their interaction. c NA, data not available, data limited, or conflicting data from which no general trends emerge. d Arrows, magnitude of factor (e.g., firmness) increases 1' or decreases ~. e Rework refers to pasteurized processed cheese product that is not packaged for sale; it is obtained from the 'left-overs' in cookers and filling machines, damaged packs and batches that have 'over-creamed' (thickened) and are too viscous to pump or fill. f Cheese base refers to milk ultrafiltrate which is diafiltered, inoculated with starter culture (and sometimes with rennet also) until the pH reaches ---5.2-5.8, pasteurized and concentrated to a dry matter content of - 6 0 % , w/w. g See text for more detail on effects ('Blend ingredients: cheese base (CB), ultrafiltered milk retentate (UFMR), cheeses from high heat-treated milks and whey proteins').
Several factors may contribute to over-creaming. Prolonged holding at a high temperature is conducive to aggregation and dehydration of para-casein. Hence, Csok (1982) reported that on holding a cooked processed cheese at 95 ~ the bound water increased to a maximum (e.g., at - 1 5 min) and decreased thereafter (Fig. 14). The initial increase may be attributed to increased solution of the ES (not fully solubilized at the end of the heating step) and calcium sequestration, while the eventual decrease may reflect aggregation of the paracaseinate on prolonged holding at the high temperature. In agreement with the above hypothesis of casein dehydration and aggregation, Bowland (1997), using image analysis of light micrographs, concluded that the level of protein incorporated into the matrix of PCP
increased with creaming time (holding time at the cooking temperature). Moreover, Tatsumi et al. (1991) reported that the level of water-insoluble N in the PCP increased with holding time at 80 ~ and that there was a significant inverse relationship between the holding time and the flowability of the cooked PCP. The increased degree of protein aggregation is consistent with the increase in firmness and elasticity that occurs with processing time (Rayanet al., 1980). Moreover, microstructural analyses of a processed cheese food (PCF) showed that the number and the area of electron-dense zones in a very firm product, cooked to 85 ~ and held for 5 h, was markedly higher than in the control, which was cooled after 3 min at 85 ~ (Kalab et al., 1987). The electron-dense zones may correspond to regions of
Pasteurized P r o c e s s e d C h e e s e and Substitute/Imitation C h e e s e P r o d u c t s
1.65 '7" c O c
.g1.35 m O u')
if) ID t-O
1.05
-O U) if) C) O
0.75 . cm (1) .4-.,
0.45 0
10 20 Holding time, min
30
Changes in the level free water (A) and total bound water (A) in pasteurized processed cheese as a function of processing time at 95 ~ (redrawn from Csok, 1982).
strand overlap and/or reflect areas with a relatively high degree of aggregation and fusion of the paracaseinate particles. The release of moisture and free oil during over-creaming of block PCPs also suggests that the process coincides with the onset of protein dehydration, emulsion destabilization and phase inversion. It is noteworthy that at a micro-structural level, clumping and coalescence of fat globules was evident in the PCF held for 5 h at 85 ~ but was absent, or markedly less, in fresh PCF held for 3 min at 82 ~ (Kal~ib et al., 1987). Another factor contributing to the over-creaming with time is the increase in the degree of fat emulsification (Rayan et al., 1980; Kalab et al., 1987). For a given protein-to-fat ratio in PCPs, increasing the DE leads to an increase in the surface area-to-volume ratio of the emulsified fat globules, which may be considered to behave as structure-building pseudo-protein particles. These particles are expected to increase the firmness of the PCP (see 'Micro-structure of PCPs and ACPs'). This hypothesis concurs with the positive correlation between the DEE and the firmness or elasticity, and the inverse relationship between the DE and the flowability of PCPs (Rayan et al., 1980; Cari~ et al., 1985; Savello et al., 1989). While increasing the DE beyond the critical emulsification point (where all the 'available' protein in the system is not sufficient to cover the available fat surface) maximizes the surface area of emulsified fat particles, it may also lead to free fat separation, especially in high-fat PCPs.
373
Processing temperature and shear According to Meyer (1973), processing at a temperature >95 ~ results in a decrease in product firmness. This coincides with observations in practice where UHT treatment, as in continuous processing, frequently gives PCPs which are more fluid than those processed at a lower temperature. The effect of temperatures >95 ~ may be attributable to thermal hydrolysis of polyphosphate ES, a consequent reduction in paracasein hydration and DE, and/or an increase in the rapidity of, and in the degree of, thermal-induced para-casein aggregation (which would reduce the extent of hydration and viscosity). However, tee et al. (1981) observed a positive relationship between the firmness of processed Emmental and the processing temperature in the range 80-140 ~ The effects of increased processing temperature are less clear when whey proteins are present in the PC blend. These undergo thermal denaturation and complex with para-K-casein at the high processing temperature (Jelen and Rattray, 1995; Singh, 1995). This denaturation may in turn lead to aggregation/pseudo-gelation on cooling the formed PCP (Doi et al., 1983a,b, 1985) to an extent which would be expected to increase with processing temperature. In this case, while a thin consistency may be observed in the kettle, the product may firm up more than usual on cooling. In contrast to Lee et al. (1981), Swenson et al. (2000) found that increasing the processing temperature from 70 to 90~ gave a significant increase in flowability and decrease in the spreadability of fatfree PCP; the firmness was highest at 70~ and lowest at 80 ~ Blend ingredients: ES Numerous studies have compared the effects of different ES blends on the texture and cooking properties of PCPs and ACPs (Templeton and Sommer, 1936; Swiatek, 1964; Thomas etal., 1980; Harvey etal., 1982; Gupta et al., 1984; Cavalier-Salou and Cheftel, 1991; Sutheerawattananonda and Bastian, 1998; Swenson et al., 2000; Abdel-Hamid et al., 2000a,b). Discrepancies between the various results may be due to inter-study differences in cheese (type, age and composition), blend pH, quantity of ES, processing conditions, moisture content and other compositional parameters and assessment methodology. However, general trends emerge showing that orthophosphates, citrates and sodium aluminium phosphates give relatively soft processed cheeses, which generally undergo a slight oiling-off ('sweating') on heating and have desirable melting properties (i.e., good flowability, moistness and surface sheen). In contrast, condensed phosphates generally give harder processed cheeses,
374
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
which show little, or no, oiling-off on heating and have poor melting properties (little or no flow, skin formation and crusting, dull and dry surface appearance). Overall, the flowability and oiling-off on cooking of PCPs or ACPs made with the different ES show the following general trend: sodium aluminium phosphate trisodium citrate (slightly) > disodium orthophosphate > >sodium tripolyphosphates ~ tetrasodium pyrophosphates > higher chain sodium polyphosphates. Generally, the opposite effect is observed with firmness. The above trends reflect the greater calcium sequestration and hydration effects of the condensed phosphates (Table 5) which affords them better emulsification and hence structural-forming properties. It is noteworthy that the DE is positively correlated with firmness and elasticity of the unheated PCP or ACP and inversely correlated with flowability of the heated products (Rayan et al., 1980). In contrast to the above, Lazaridis and Rosenau (1980) noted the following trend for the effect of ES on the flowability of a melted PCP made from a chemically-acidified curd (50%, w/w, moisture; pH 5.5): Na3PO4 > Na2HPO4 > trisodium citrate > sodium aluminium phosphate (kasal). This trend was probably due to the very low calcium sequestering ability of the latter two ES at pH 5.5 (see 'Characteristics of different ES in the manufacture of PCPs and ACPs'). Blend ingredients: cheese As cheese is a major blend constituent in PCPs, it is expected that both the cheese type and the degree of maturity would have major effects on the texture, flavour and cooking characteristics of the final product. The results of the few published studies, the authors' experience and the undocumented evidence from experienced manufacturers suggest that the following are important criteria: type (variety), composition (e.g., contents of moisture, fat, protein and Ca; pH; Thomas et al., 1980; Shimp, 1985; Salam, 1988; Marshall, 1990), age and level of proteolysis (Sood, and Kosikowski, 1979; Thomas et al., 1980; Lazaridis et al., 1981; Mahoney et al., 1982) and flavour. Proteolysis is inversely related to the level of intact casein (Fenelon and Guinee, 2000; Feeney et al., 2001; Guinee et a/.,2001). The pH, intact casein content and calcium-to-casein ratio are expected to influence the degree of casein hydration during processing, and in turn the DE, degree of casein aggregation and elasticity of the final product. However, there is very little direct experimental evidence to clearly demonstrate relationships between the various attributes of PCPs and the characteristics of the unheated cheese. Harvey et al. (1982) found that the flowability of heated processed Cheddar increased
markedly (from 0.5- to 2-fold) with age (from 3 to 6 months) of the Cheddar cheese used, the effect becoming more pronounced as the processing time of the PCP increased; no data on proteolysis were presented. Arnott etal. (1957) found no relationships between the levels of fat, moisture, pH or the level of proteolysis (measured by tyrosine content) in commercial Cheddar cheeses of different age (0-340 day) and the meltability (flowability) of the resultant PCPs. Variability in the flowability of the PCPs was attributed to the interactive effects of the different cheese characteristics. Surprisingly, Holsinger et al. (1987) reported that the melt index of processed Cheddar decreased as the proportion of mature (135-278 days) to young (90 days) Cheddar (stored at - 1 7 . 8 ~ increased from 100:0 through to 0:100. While few experimental details were given, the results of the latter study suggest an increased creaming reaction as the proportion of mature Cheddar increased. Lazaridis et al. (1981) investigated the effect of increasing the level of proteolysis in a pasteurized processed model chemically-acidified curd system by treating the processed curd (varying conditions: 40-55 ~ pH 5.5-9.0) with a proteinase from Aspergillus oryzae. In contrast to the studies cited earlier, there was a strong positive relationship ( r = 0.96) between the flowability and the extent of proteolysis (non-protein N). Excessive proteolysis was, however, associated with textural defects, including overshortness, faulty body and graininess. In a subsequent study (Mahoney et al., 1982), the same group found that optimal flowability of the processed chemicallyacidified curd was obtained when the proteolysis products were in the molecular mass range 10-25 kDa; smaller peptide sizes ( < 1 0 kDa) gave an excessively soft PCP which overflowed on cooking. In model experiments with processed Gouda, Ito et al. (1976) found an inverse relationship between the age (and hence level of proteolysis) and its emulsifying capacity (defined as ml of added oil absorbed per gram of cheese protein). A lower DE, due to greater proteolysis, would be expected to reduce the contribution of emulsified fat globules to structure building and the creaming effect, favour more oil-release during melting, and improve the flowability of the melted PCP (cf. Rudan and Barbano, 1998; Guinee et al., 2000b). Thus, in the studies of Lazaridis et al. (1981) and Mahoney et al. (1982), a decrease in the DE may explain the increase in flowability of the melted PCPs as the level of proteolysis in the raw cheese increased. Blend ingredients: rework Rework refers to a PCP which, for various reasons, is not packaged but instead is stored (refrigerated at a low
Pasteurized P r o c e s s e d C h e e s e and Substitute/Imitation C h e e s e Products
temperature or frozen) and reused (re-processed/ reworked) as a blend ingredient in later batches of PCP. It is obtained from left-overs in the cooking/filling machines, damaged packs and batches, which are overcreamed or are too viscous to pump. Meyer (1973) identified three types of rework: (A) that made from young cheese, quickly processed and long in structure; (B) that with a typical creamed character (i.e., processed cheese with texture characteristics considered normal for the product type) and (C) over-creamed product with a brittle structure. 'Hot melt', a North-American term, is a type of PC rework, which is the hot 'hardened' PCP that is removed from the packing pipelines following a plant breakdown, especially during continuous processing operations (Kal~ib et al., 1987). Microscopical examination of 'hot melt', which may be considered as an overcreamed rework, revealed the presence of dark areas (Fig. 15) that developed to a degree depending on the extent of heating and the melting salt used (Kal~ib et al., 1987). The dark areas represent regions where the protein absorbed an increased concentration of osmium during fixation. Klostermeyer and Buchheim (1988) reported that the protein matrix of processed cheese heated at 140 ~ contained areas of compacted protein as revealed by a freeze-fracturing technique followed by replication with platinum and carbon. It is probable that the areas of compacted protein observed in the study of Klostermeyer and Buchheim (1988) correspond to the osmiophilic dark areas reported by Kalab et al. (1987). Klostermeyer and Buchheim (1988) also observed that the dimensions of areas of relatively low protein concentration in the protein matrix of PCP decreased as the creaming effect increased: 1-2 b~m in diameter with no creaming (melting time, 4 min), - 0 . 5 p~m with mild creaming (melting time,
Scanning electron micrograph of a processed cheese food showing the presence of an electron-dense area (black area shown by arrow) that developed after holding the product for an extended time (5 h) at 82 ~ Bar corresponds to 0.2 i~m (adapted from Kalab et aL, 1987).
375
6 min) and completely absent at optimal creaming (melting time, 9 min), resulting in a uniform protein matrix. Rework that is free of crystals can sometimes be useful for initiating, or enhancing, the creaming effect in blends that are slow to thicken during processing. The recommended usage levels of rework types A, B and C are 1-2%, w/w, 2.0-30%, w/w and 0.0-1.0%, w/w (maximum), respectively (Meyer, 1973). Type A rework is particularly useful to impart creaming to PCS blends with a high proportion of mature (e.g., intact casein level, "--70% total) or very mature (e.g., low intact casein level, <65% total) cheese. Type B rework imparts firmness and elasticity to block processed cheese blends (Meyer, 1973). Unlike regular rework (type B), type C rework has a very strong creaming effect and can lead very quickly to over-creaming. Hence, the inclusion of type C rework should be avoided, except at very low levels (< 1%, w/w). Kalab et al. (1987) evaluated the effect of the following types of commercially produced rework in an experimental PCF (45%, w/w, moisture) made with trisodium citrate or trisodium orthophosphate: regular cheese food slice (RPCF), quickly frozen cheese food slice - prepared by cooling from 82 to 4 ~ in 10 min and then freezing (QFPCF), and hot melt cheese food slice (HMPCF), - prepared by slow cooling from 82 to 4 ~ over 5 h and then freezing. Added at a level of 20%, w/w, all types of rework increased the apparent viscosity of the hot PCF (immediately after processing) and the firmness of the stored PCE and reduced the flowability of the melted PCF (Fig. 16), with the apparent viscosity and flowability being the most affected. The effects were highest for the HMPCF and lowest for the QFPCF and increased with the level of HMPCE The mechanism by which rework exerts its effects on the physical properties of PC is not clear. However, tentative explanations include: 9 Further heating of precooked cheese may cause a higher degree of thermally-induced dehydration and aggregation of the para-casein (especially if hot melt is used), thereby increasing the degree of product elasticity. 9 A more effective dissolution of ES in the rework (due to the longer contact time) which leads to a more rapid hydration of the fresh para-casein introduced to the new blend. 9 A higher effective concentration of protein in the processed blend due to the high DE and, hence, high level of pseudo-protein particles in the rework (especially in hot melt). A high protein concentration would give a high viscosity, which in turn would give a more efficient fat dispersion and emulsification in the fresh blend.
376
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
.--. 1000 09 0_
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Type of processed cheese foods Apparent viscosity and flowability, on heating at 140 ~ for 6 min, of different types of processed cheese food: control, made with a regular formulation with no added rework, stored at 4 ~ after manufacture and tested at 24 h; QFPCF, as for the control except that it contained 20%, w/w, added rework which was a regular processed cheese food which was frozen/held at - 1 0 ~ immediately after manufacture; RPCF, as for the control except that it contained 20%, w/w, added rework which was a regular processed cheese food which was held at 4 ~ immediately after manufacture; HMPCF, as for the control except that it contained 20%, w/w, added rework which was a processed cheese food which was held for an extended time (5 h) at 82 ~ (drawn from data of Kal~.b et al., 1987).
Blend ingredients: cheese base (CB), ultraffitered milk retentate (UFMR), cheeses from high heattreated milks and whey proteins Attempts to reduce formulation costs of PePs and improve end-product consistency have led to extensive investigation on the development of, and study of the effects of, ingredients which are more cost-effective than cheese (Mann, 1970, 1981, 1984, 1990, 1997). In this regard it has been attempted to replace blend cheese by milk ultrafiltrate (Sood and Kosikowski, 1979; Anis and Ernstrom, 1984) or CB (Ernstrom et al., 1980; Park et al., 1992; Simbuerger et al., 1997). A major difference between these materials and rennet curd cheeses is that they contain whey proteins in addition to casein or para-casein (as in natural cheeses). Whey proteins may be also added to PePs and ACPs in the form of WPCs (Schulz, 1976; Savello et al., 1989; Nishiya et al., 1990; Hill and Smith, 1992; Kaminarides and Stachtiaris, 2000), total milk proteinates (Abou E1-Nour et al., 1996), co-precipitates (Thomas, 1970) and cheese with a high level of whey
protein, e.g., UF cheese or acid-heat coagulated curd (Kalab and Modler, 1985; Collinge and Ernstrom, 1988; Collinge et al., 1988; Kalab et al., 1991). Production of CB generally involves uhrafihration and diafihration of skim milk, inoculation of the retentate (typically 20-25%, w/w, dry matter) with a lactic culture, incubation to a set pH (5.2m5.8), pasteurization and scraped-surface evaporation to, typically, 60%, w/w, dry matter (Ernstrom et al., 1985; Ganguli, 1991; Sutherland, 1991). However, rennet may be added to the retentate to form a curd from which a small quantity of whey is removed (compared to that in natural cheese manufacture) and which is dry-salted and pressed, and stored as natural cheese. The retentate may also be treated with lipase to enhance the flavour of the final PeP; it was claimed (Aly et al., 1995) that up to 80%, w/w, of Ras cheese solids could be replaced by the lipase-treated retentate, with the resultant PePs having flavour and consistency considered to be superior to those of the control. A recent patent submission (Hyde et al., 2002) describes the preparation of CB by the acidification and cooling of a blend comprising of one or more powdered milk protein ingredients, milk fat, NaC1, edible acid and/or preservative. Increasing the level of substitution of natural cheese by CB, made in the conventional manner, or UFMR, normally results in a 'longer-bodied', firmer PeP which is less flowable on heating (Collinge and Ernstrom, 1988; Tamime et al., 1990; Younis et al., 1991). The lower flowability may be attributed to a number of factors, including: 9 a higher degree of intact casein in the CB; 9 the presence of whey proteins in the CB (---8.7%, w/w) which are denatured and complex with para-K-casein to form a pseudo-gel at the high processing temperature (85-90 ~ for 3 min; cf., Doi et al., 1983a,b, 1985). The adverse effect of whey proteins on the functionality of PePs is probably due to their ability to form thermally induced para-K-caseinlf3-1actoglobulin aggregates or gels at the high temperature (typically "-98 ~ reached during baking/grilling, when present in significant quantities (e.g., 3-7%, w/w) in the cheese. The tendency to aggregate and gel is probably accentuated by the high levels of protein and soluble calcium in the cheese (Doi et al., 1983a,b; Jelen and Rattray, 1995). On setting, the gels would impede the flow of the cheese as the fat phase melts and coalesces (Sood and Kosikowski, 1979; Savello et al., 1989). However, the effects on flowability vary depending on the method of preparation of the CB and UFMR and the subsequent heat treatment during processing: (i) Decreasing the pH of milk, from 6.6 to ->5.2, prior to UF resulted in CBs with lower calcium levels
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
and processed products with improved meltability (Anis and Ernstrom, 1984). (ii) Rennet treatment of the UF retentate results in poorer meltability (Anis and Ernstrom, 1984), an effect which may be attributed to the higher degree of interaction between [~-lactoglobulin and para-K-casein (than with native casein) during subsequent processing (Doi et al., 1983 a,b). (iii) Treatment of retentate with exogeneous proteinases (i.e., Savorase-A, and enzymes from Aspergillus oryzae and Candida cylindracea), which increase the level of proteolysis in the CB, yields PCPs which are softer and more meltable than those made with untreated CB (Sood and Kosikowski, 1979; Tamime et al., 1990, 1991). (iv) Increasing the processing temperature in the range 66-82 ~ results in processed products with reduced meltability, an effect attributed to the gelation of whey proteins at the higher temperatures, especially when rennet-treated CB is used (Collinge and Ernstrom, 1988). Similarly, the addition of calcium co-precipitate (to a level of 5%, w/w) to processed Cheddar reduces flowability, with the effect decreasing as the level of proteolysis in the Cheddar cheese increases (Thomas, 1970). The direct addition of whey proteins to PCPs and ACPs, as a substitute for cheese or casein, generally has been found to increase the fracture stress and firmness, and reduce the flowability of the heated cheese (Savello et al., 1989; Gupta and Reuter, 1993; Abou-E1-Nour et al., 1996; Gigante et al., 2001; Mleko and Foegeding, 2001). In this context, it is noteworthy that a PCP which is resistant to flow on cooking, can be prepared by adding a heat-coaguable protein (3-7%, w/w, lactalbumin or egg albumen), at a temperature <70 ~ to the PCP blend on completion of processing (Schulz, 1976). In contrast, Kaminarides and Stachtiaris (2000) reported that the hardness of PCPs with similar final composition decreased from 3- to 5-fold with the replacement of Kasseri cheese by added WPC (24%, w/w, protein, added at a level of 9-39%, w/w) and soybean oil. However, the quantity of ES used was added according to the quantity of added cheese in the blend and was, therefore, greatly reduced from 2.6%, w/w (control), to 1.5%, w/w, at the highest WPC level. French et al. (2002) investigated the effects of replacing sodium caseinate by a range of milk protein concentrates (MPCs, 72-82.5%, w/w, protein), whey protein concentrates (WPCs, 80 or 34%, w/w) or lactalbumin (80%, w/w, protein) on the hardness, cohesiveness and springiness of PCP. For each ingredient, the effects depended on the ratio of the different ES used, i.e., trisodium citrate and disodium orthophosphate. At both ES ratios, the
377
MPCs gave higher hardness than the control, while the lactalbumin and the WPCs gave lower hardness; however, experimental details are scarce. The use of WPCs as a replacement for cheese solids has also been found to accelerate storage-related flavour deterioration, which increased with the level of WPC added in the range 0-20%, w/w (Thapa and Gupta, 1992). In contrast to the above studies, the flowability of pasteurized processed Ras-Quark cheese was enhanced by the substitution of WPC for Quark, with the effect becoming more pronounced as the level of added whey protein was increased from - 3 to 6%, w/w (Abd E1-Salam et al., 1996). A similar trend was reported by A1-Khamy et al. (1997) who found that the magnitude of the effect varied with the type of ES and storage time of the PCP at room temperature. Similar observations were made by Kalab et al. (1991) who substituted a non-flowable acid/heat-coagulated white cheese (AHC) for Cheddar cheese in a PCP. The flowability of the PCP increased by - 4 0 % as the level of AHC was increased from 0 to 16%, w/w, and then decreased to a value slightly higher than the control as the level of AHC was further increased to 33%, w/w; the addition of 16 or 33%, w/w, AHC was equivalent to adding 0.64 or 1.28%, w/w, whey protein. Discrepancies between the foregoing studies vis-a-vis the effect of added whey protein on the functional characteristics of PCPs and ACPs may be due to differences in the characteristics (e.g., level of denaturation, pH, levels of Ca and protein, particle size) and format (e.g., as AHC, WPC, ~,TpI) of the whey protein added and in PCP formulations (i.e., type of casein, type of ES, cheese age) and processing conditions. These factors may determine the degree of aggregation of the whey proteins, aggregate size and interaction with the caseinlpara-casein; they may also influence the pH of the blend during processing which, as discussed below, has a major influence on casein hydration and the characteristics of the end-product. Blend ingredients: caseins Caseinates and caseins (acid and rennet) are used widely in PCPs and ACPs, the main attractions being lower cost (relative to cheese protein), a consistent level of intact casein, good emulsifying capacity of caseinates and good stretching properties of rennet casein which makes it ideal for APC. Caseinates (especially sodium) find most applications in processed cheese spreads (PCSs) where their high water-binding capacity and good emulsifying properties promote a desired creaming effect. Gouda et al. (1985) reported that full replacement of cheese solidsnon-fat by calcium caseinate caused deterioration in spreadability of Cheddar PCS, probably due to an excessive creaming effect. However, partial replacement in a
378
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
formulation (with skim milk powder, calcium caseinate, ripe Cheddar, butter oil and ES at respective levels of 6-8, 5-7, 15, 14 and 3%, w/w) improved the meltability of the PCS, suggesting a desirable level of creaming. Caseinates may be used in spreadable ACPs (Hokes et al., 1989; Marshall, 1990). Rennet casein, despite its insolubility, is generally preferred in the manufacture of APC, which is the major imitation cheese product (McCarthy, 1990; Fox etal., 2000; Guinee, 2002b; 'Analogue cheese products (ACPs)'). Recently, the use of casein hydrolysates has been found to reduce the quantity of ES required for the emulsification and formation of a stable product (Kwak et al., 2002). When added at a level of 3%, w/w, to replace the ES completely, the hydrolysate gave a PCP which on cooking had a high flowability but excessive oiling-off.
(Piergiovanni et al., 1989; Kombila-Moundounga and Lacroix, 1991). However, Hong (1990) found that replacement of experimental cheeses by lactose at levels of 5-20%, w/w, reduced the firmness of PCP. Excess lactose may also increase the propensity to crystallization in PCPs during storage, with the formation of mixed crystals containing various species, e.g., Ca, P, Mg, Na, tyrosine and/or citrate. Owing to the relatively high level of bound water in PCPs (a maximum of 1.6 g/g solidsnon-fat; Csok, 1982), the effective lactose concentration in the free moisture phase may easily exceed its solubility limit (---15 g/100 g H20 at 21 ~ This may result in the formation of lactose crystals which could serve as nuclei for the crystallization of mineral species which are supersaturated (Uhlmann et al., 1983; 'Characteristics of different ES in the manufacture of PCPs and ACPs').
Blend ingredients: co-precipitates Co-participates are protein products containing casein and whey proteins and are formed by heat treatment of the milk and subsequent precipitation of the protein complex by acidification and calcium addition (Mulvihill, 1992). Depending on the level of CaC12 added, three types may be obtained, namely, high-, medium- and low-calcium co-precipitates containing 2.5-3.0, 1.0-2.0 and 0.5-0.8%, w/w, calcium, respectively. The use of various co-precipitates at a level up to 5%, w/w, of the blend material resulted in PCPs with increased firmness and sliceability, lower meltability/flowability and higher emulsion stability (Thomas, 1970). Because of their excellent emulsifying capacity, Thomas and Hyde (1972) reported that the level of ES can be reduced from 3.0 to 2.0-2.5%, w/w, if calcium co-precipitate is used in the blend at a level of 2-3%, w/w. However, a high level (>3%, w/w) significantly reduced the flowability of the PC, especially when a high proportion of young cheese was used.
Compositional parameters Although the rheological attributes of PCPs with the same moisture content can differ significantly due to variations in blend composition and processing conditions, increasing moisture content yields products which are softer, less elastic and viscous, sticky and spreadable (Kairyukshtene and Zakharova, 1982; Salam, 1988; Gupta and Reuter, 1993). Marshall (1990) studied the effect of varying moisture-in-non-fat substances (MNFS; 50, 55 and 60%, w/w) and fat level, which was varied from 5.0 to 20%, w/w, at each MNFS level, on the rheological properties of model ACPs. Rheological measurements by uniaxial compression at large deformation included maximum stress, ~max, deformation at 8max, DMS; work to ~max, WMS; other analyses included stiffness, measured by low deformation compression, and work to fracture (WF), analysed by measuring cutting force. There was an inverse relationship between the levels of MNFS and protein; however, details on the actual levels of dry matter and protein were not presented. Linear regression analysis indicated that DMS was negatively related to the MNFS content and positively to the protein content. Multiple regression analysis showed that an increase in the levels of both fat and MNFS resulted in marked decreases in DMS, WMS, stiffness and WE However, as discussed earlier, the DE for a given fat content and protein-to-fat ratio has a major effect on the rheological and cooking properties of PCPs. Hence, as postulated by Shimp (1985), the protein-to-fat ratio is a major determinant controlling the rheological and cooking properties of PCPs, but only at levels of emulsification below the maximum, or the critical, DE. pH has a major effect on the texture of commercial and experimental PCPs (Scharf, 1971; Gupta etal., 1984; Shimp, 1985), in which the pH is varied by changing, among other factors, the type and level of ES.
Blend ingredients: skim milk powder Addition of skim milk powder to PCP blends at a level of 3-5%, w/w, results in softer, more spreadable products (Kairyukshtene and Zakhrova, 1982). However, higher levels (7-10%, w/w) lead to textural defects such as crumbliness and lack of cohesiveness (Thomas and Hyde, 1972; Kairyukshtene and Zakhrova, 1982) and may remain undissolved. However, a high level may be added if the skim-milk powder is first reconstituted and then precipitated by proteolytic enzymes or citric acid, and the curd added to the blend (Thomas, 1970). Blend ingredients: lactose Added lactose, in the range of 0-5%, w/w, results in lower spreadability, lower water activity and increased propensity to non-enzymatic browning in PCPs during processing (especially at a high temperature) and storage
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products 379 Low pH (4.8-5.2), e.g., due to the use of monosodium citrate, monosodium phosphate or sodium hexametaphosphate alone, gives short, dry, crumbly cheese which shows a high propensity to oiling-off (Gupta et al., 1984). High pH values (>6.0) give PCPs that tend to be very soft and flow excessively on heating (Gupta et al., 1984). Similar trends were noted by Lee et al. (1981), who noted that increasing the pH of PCP from 5.75 to 6.05, by increasing the level of added sodium polyphosphate, was accompanied by a 2-fold decrease in hardness (as measured by penetrometry). Marchesseau et al. (1997) studied the effect of pH (5.7, 6.1, 6.7) in experimental PCPs made using a standard formulation with the same type (commercial polyphosphate blend) and level of ES, by adding NaOH or HC1 to the blend before cooking. Increasing the pH resulted in marked decreases in the elastic shear modulus (G' index of elasticity and firmness) and loss modulus (G"I index of viscous component of stress; 12-fold) and an increase in the loss tangent (tan & from 0.25 to 1.39). Scanning electron microscopy analysis of the PCPs showed that increasing the pH from 5.7 to 6.1 led to a decrease in the level of the para-casein aggregation and a finer para-casein matrix, and a further increase to pH 6.7 led to a decrease in the continuity of the matrix (Marchesseau etal., 1997). These structural changes coincided with increases in the hydration (moisture of pellet obtained on ultracentrifugation of the cheese at 86 000 g x 25 min) and solubilization (the ratio of supernatant N to total N on centrifugation of the cheese at 300 000 g for 45 min) of the para-casein. Since pH reduction in the region 6.1-5.7 (typical of commercial processed cheeses) markedly reduces the calciumcheating effects of ES ('Characteristics of different ES in the manufacture of PCPs and ACPs'), the study probably does not reflect the direct effect of pH, but rather the combined effects of pH and degree of calcium sequestration. Similar to the results of Marchesseau et al. (1997), Lee and Klostermeyer (2001) reported that increasing pH caused reductions in hardness and viscosity and an increase in tan 8 of ACPs prepared from sunflower oil and sodium caseinate. Cavalier-Salou and Cheftel (1991) reported that increases in the pH (---6.1-6.7) of ACPs, as affected by increases in the level of ES, caused a 1.5- to 2-fold increase in the flowability of the melted product when using NaH2PO4 and trisodium citrate as ES. pH had little, or no, effect when sodium phosphates with -> 2P were used as ES. The results of studies to date suggest that pH probably exerts its influence on the rheology and texture of PCPs and ACPs via its effects on protein-protein interactions and casein hydration, and on the calcium sequestering ability of the ES (Marchesseau et al., 1997; Cavalier-Salou, 1991; cf., 'The role of ES in the formation of a physico-
chemically stable product' and 'Characteristics of different ES in the manufacture of PCPs and ACPs'). However, further studies are required to elucidate the direct effect of pH.
Stabilizers (binding agents) and hydrocolloids Stabilizers, which include carob bean gum, guar gum, carageenan, sodium alginate, gum karaya, pectins and carboxy methylcellulose, are permitted in PCS at a maximum level of 0.8%, w/w (Code of Federal Regulations, 1986). These products stabilize by virtue of their waterbinding and gelation capacities (Phillips et al., 1985). In cheese processing, they are normally used at a level of 0.1-0.3%, w/w, to firm up the structure in instances of high water content or low creaming action (thin consistency) due to, for example, the use of over-ripe cheese or an unsuitable ES blend. More recently, they have found application in reducing firmness, and improving the spreadability and cooking properties (meltability and flowability) of reduced-fat PCPs (Brummel and Lee, 1990; Swenson et al., 2000). While it is difficult to determine the efficacy of the hydrocolloids in the latter studies due to the absence of low-fat controls, both firmness and flowability varied significantly with the type and the level used. Hydrocolloids (locust bean gum, guar gum, modified starch, xanthan gum, low methylated pectin) have recently been investigated as substitutes for sodium phosphate ES (Pluta etal., 2000); a mixture of locust bean gum (0.8%, w/w) and modified starch (2%, w/w) was claimed to give a stable ES-free product and was recommended as a substitute for sodium phosphate in the manufacture of PCPs. Various food-grade emulsifiers (e.g., lecithin, Tweens and Spans) have been used in PCPs, especially in reduced-fat products, to impart softness and improve flowability on melting (Drake et al., 1999). Lee et al. (1996) reported the effects of adding low molecular weight emulsifiers [(sodium dodecyl sulphate (SDS), Nacetyl-N,N,N-trimethylamonium bromide (CTAB), lecithin, mono- and diglycerides)] on the rheological properties of model PCPs. All emulsifiers led to finer dispersions compared to the controls, but their effect on the rheological properties was largely determined by protein-emulsifier interactions which depended on the emulsifier charge. The cationic CTAB increased hardness and elasticity while the anionic SDS gave a PCP which was softer and less elastic than the control; the neutral lecithins and glycerides had little effect.
A n a l o g u e cheese products (ACPs) Analogue cheese products may be classified as cheese substitutes or imitations, which partly or wholly substitute or imitate cheese and in which milk fat, milk protein or both are partially or wholly replaced by
380
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
non-milk-based components, principally of vegetable origin. However, their designations and labelling should, by law, clearly distinguish them from cheese or PCPs. The labelling requirement for imitation and substitute cheeses has been reviewed by McCarthy (1991). In the USA, an imitation cheese is defined as a product which is a substitute for, and resembles, another cheese but is nutritionally inferior, where nutritional inferiority implies a reduction in the content of an essential nutrient(s) present in a measurable amount but does not include a reduction in the caloric or fat content (Food and Drugs Administration Regulation 101.3, Identity Labelling of Food in Packaged Form (e)). A substitute cheese is defined as a product which is a substitute for, and resembles, another cheese and is not nutritionally inferior. Outside the USA, there is little specific legislation covering imitation or substitute cheeses. Few, if any, standards relating to permitted ingredients or manufacturing procedures
exist for imitation cheese products. For more pertinent information regarding designation and labelling, the reader is referred to IDF (1989), McCarthy (1991), current National Regulations and Codex Alimentarius. Other cheese-like products, which may be classified as imitation or substitute, are Tofu and Filled Cheeses; the latter products have been discussed briefly by Fox et al. (2000) and will not be reviewed here. The general aspects of ACPs have been reviewed recently (Ennis and Mulvihill, 1997; Fox et al., 2000; Guinee, 2002b). Analogue cheese products are cheeselike products manufactured by blending various edible oils/fats, proteins, other ingredients and water into a smooth homogeneous blend with the aid of heat, mechanical shear and ES. The array of ingredients used in ACPs and their functions are listed in Table 7. The effects of various ingredients, processing conditions and low temperature storage on the quality of imitation cheese products have been reported extensively
Ingredients used in the manufacture of cheese analoguesa,b,c, d
Ingredient
Main function~effect
Examples
Fat
Gives desired composition, texture and meltability characteristics; butter oil imparts dairy flavour Give desired composition, semi-hard texture with good shreddability, flow and stretch characteristics on heating Assist in the formation of physico-chemical stable product Gives required composition Low cost relative to casein Rarely, if ever, used commercially as sole protein owing to product defects; may be used at low levels (e.g., 2-3% w/w) Substitution for casein and cost reduction
Butter, anhydrous milk fat, native or partially hydrogenated soya bean oil, corn oil, palm kernel oil Casein, caseinates Whey protein
Assist in the formation of physico-chemically stable product; modify textural and functional properties Enhance product stability; modify texture and functional properties See Table 1 See Table 1 See Table 1 See Table 1 See Table 1 Improve nutritive value
Sodium phosphates and sodium citrates
Milk proteins
Vegetable proteins
Starches Stabilizers Emulsifying salts
Hydrocolloids Acidifying agents Flavours and flavour enhancers Sweetening agents Colours Preservatives Minerals and vitamin preparations
Soya bean protein Peanut protein, wheat gluten
Native and modified forms of maize, rice, potato starches
Hydrocolloids: guar gum, xanthan gum, carageenans See Table 1 See Table 1 See Table 1 See Table 1 See Table 1 Magnesium oxide, zinc oxide, iron, vitamin A palmitate, riboflavin, thiamine, folic acid
a Modified from Guinee (2002b). b The ingredients permitted are subject to the prevailing regulations in the region of manufacture. c Whey proteins mainly for products used in cooking applications where flow resistance is required. d See text for more details on effects of different ingredients (see 'Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs' and 'Formulation')
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
(Abou El-Ella, 1980; Lee and Marshall, 1981; Yang and Taranto, 1982; Marshall, 1990; Cavalier-Salou and Cheftel, 1991; Kiely et al., 1991; Suarez-Solis et al., 1995; Ennis and Mulvihill, 1997; Abou E1-Nour et al., 2001). Many of these have been discussed in Influence of various parameters on the consistency and cooking characteristics of PCPs and ACPs'. Similarities with PCPs include: 9 the use of many ingredients in common, including ES, stabilizers, non-cheese dairy ingredients, colours, flavours and flavour enhancers; 9 similar manufacturing technology, involving the application of heat and shear to the formulated blend, followed by hot filling, packing and cooling; 9 similar microstructures which may be generally described as an o/w emulsion, stabilized by hydrated (para) caseinate which occurs as a concentrated dispersion (e.g., high-moisture, low-protein ACPs) or as a weakly gelled (para) caseinate dispersion, depending on product composition and hardness (see 'The role of ES in the formation of a physico-chemically stable product' and 'Micro-structure of PCPs and ACPs'); 9 the absence of a ripening period (even though relatively minor changes can take place during cold storage of PCPs and ACPs (cf., Tamime et al., 1990; Guinee, 2002b) 9 the diverse range of textures, flavours, cooking properties and packaging formats; 9 the use of both as alternatives for natural cheese and in similar applications (cf., 'Cheese as an Ingredient', Volume 2). The major difference between ACPs and PCPs is in the permitted ingredients (as discussed in 'Formulation'), with most commercial analogues containing vegetable-derived fat, rather than milk fat, as in natural and processed cheeses. Analogue cheese products may be arbitrarily categorized as dairy, partial dairy or non-dairy depending on whether the fat and/or protein components are from dairy or vegetable sources (Shaw, 1984; Fox et al., 2000). Partial dairy analogues, in which the fat is mainly vegetable oil (e.g., soya oil, palm oil, rapeseed and their hydrogenated equivalents) and the protein is dairy-based (usually rennet casein and/or caseinate) are the most common. Non-dairy analogues, in which both fat and protein are vegetable-derived, have little or no commercial significance and, to the authors' knowledge, are not commercially available. Dairy analogues are not produced in large quantities because their cost is prohibitive. Partial dairy ACPs were introduced to the market in the USA in the early 1970s and constitute by far the largest group of imitation or substitute cheese products.
381
Since then, the commercial manufacture of analogues of a wide variety of natural cheeses (e.g., Cheddar, Monterey Jack, Mozzarella, Parmesan, Romano, Blue, Cream cheese) and PCPs have been reported in the trade literature (Dietz and Ziemba, 1972; Graf, 1981; Anonymous, 1982, 1986; Shaw, 1984; Morris, 1986). Based on feedback from the marketplace, current annual production of analogue cheese in the USA, the primary manufacturer, is - 3 0 0 000 tonnes (personal communication: Martin O'Donovan, BL Ingredients LLC, Chicago) with the major products being low-moisture Mozzarella, Cheddar and pasteurized processed Cheddar. These products have numerous applications: frozen pizza toppings, slices in beef burgers and ingredient in salads, sandwiches, cheese sauces, cheese dips and ready-prepared meals. Compared to the USA, European production is estimated to be relatively small (e.g., 20 000 tonnes/annum). This may be attributed to the lack of a common European effective legislation policy, the efforts of groups concerned with the protection of the designation of origin of milk and dairy products and/or the relatively low consumption of pizza and cheese as an ingredient in Europe (cf., Guinee, 2002c). Moreover, cheese flavour ingredients (e.g., EMCs) are still insufficiently developed to give analogue cheeses, which could be consumed as table cheeses (K.N. Kilcawley, personal communication), which is the major form of EU cheese consumption. The following have contributed to the success of (partial dairy) ACPs in the USA: (i) their lower cost relative to natural cheeses, coupled with the increase in overall cheese consumption; the low cost of analogues is due to the low cost of vegetable oils (compared to butterfat) and of price-subsidized casein imported from Europe, the absence of a maturation period, which for natural cheeses amounts to -US$1.6/tonne/day and the relatively low cost of manufacturing plant relative to that for natural cheese; (ii) the diversity they can offer by way of functionality (e.g., flowability, melt resistance, shreddability), made possible by tailor-making formulations, coupled with their relatively high functional stability during storage; (iii) the popularity of fast food and ready-prepared meals; (iv) their ability to meet special dietary needs and to act as a vehicle for health benefits/supplements, e.g., lactose-free, low in calories, low in saturated fat, vitaminenriched (Andreas, 1985; Anonymous, 1986; Morris, 1986; Keane and Glaeser, 1990); this is made possible by formulation changes. The following discussion relates to partial dairy analogues, especially analogue low-moisture Mozzarella cheese (LMMC), frequently referred to as analogue pizza cheese, APC.
382
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
APC" principles and manufacturing protocol
The principles of manufacture of APC from rennet casein are similar to those for PCPs involving: 9 the sequestration of Ca from the rennet casein by added ES at the high temperatures (typically ---80-84 ~ 9 upward pH adjustment of the blend by the added ES; 9 concomitant hydration of the casein by the ES, shear and heat; 9 dispersion of added fat by the shear and its emulsification by the hydrated para-caseinate; 9 structure formation during cooling. The manufacturing technology for ACPs is also very similar to that for PCPs (Ennis and Mulvihill, 1997; Fox et al., 2000; Guinee, 2002b), as described in 'Manufacturing protocol for PCPs'. While production methods vary, a typical manufacturing procedure (Fig. 17) involves the following sequence of events: simultaneous addition of required quantities of water and dry ingredients (e.g., casein, ES), addition of oil
I Formulation of blend i A
B
C
Cheese cooker Mix for -1-2 min
+
I
Process: heat to +85 ~ shear continuously
+ Homogeneous molten mass pH -8.5 Homogeneous molten mass I pH +6.0-6.4 I
+
i Mould and hot pack I
+
I Storeat4to-4~
and cooking to ---85 ~ (using direct steam injection) while continuously shearing until a uniform homogeneous molten mass is obtained (typically 5-8 min). Flavouring materials (e.g., EMC, starter distillate) and pH-regulator (e.g., citric acid) are then added and the mixture is blended for a further 1-2 min and hot-packed. Horizontal twin-screw cookers (e.g., Damrow, Blentech), operating at a typical screw speed of 40 rpm, are used in the manufacture of APC. This cooker design ensures adequate blending and a relatively low degree of mechanical shear (e.g., compared to the homogenizing effects of some processed cheese cookers). These process conditions, together with the correct formulation, promote a low degree of fat dispersion and hence a relatively large fat globule size (e.g., 5-25 I~m; Neville and Mulvihill, 1995; Ennis and Mulvihill, 1997; Neville, 1998; Guinee et al., 1999). The relatively large fat globule size ensures a sufficient degree of oiling-off from the APC topping when baked on pizza; this, in turn, limits dehydration of the cheese topping and is conducive to satisfactory flow and succulence characteristics (cf., Rudan and Barbano, 1998; Guinee et al., 2000b; 'Pasta-Filata Cheeses' and 'Cheese as an Ingredient', Volume 2). As for PCPs, there is generally an inverse relationship between the DE and the flowability of APCs (Neville, 1998; Mounsey, 2001). Addition of the acid at the end of manufacture, rather than at the beginning, ensures a high pH (--~8-9) in the blend during processing. This procedure is desirable in the manufacture of ACPs where insoluble rennet casein is the major protein ingredient. A high pH during processing leads to greater sequestration of calcium by the sodium phosphate ES, higher negative charge to the casein and higher degree of para-casein hydration. These changes enhance the conversion of the calcium para-casein to sodium para-caseinate, which binds water and emulsifies the vegetable oil (cf., 'The role of ES in the formation of a physico-chemically stable product' and 'Characteristics of different ES in the manufacture of PCPs and ACPs'). Thus, reducing the pH of the blend during processing increases the time required for the formation of the ACPs and probably affects its properties (e.g., firmness, meltability). The addition of flavouring ingredients, such as EMC, towards the end of processing minimizes the loss of flavour volatiles at the high temperature of processing.
I
Formulation Typical manufacturing procedures (A, B, C) for lowmoisture Mozzarella cheese analogue. The procedures differ with respect to the order in which the ingredients (1-5) are added, e.g., casein (1) followed by oil (4) and water (5) in procedure B.
A typical formulation (Table 8) shows that it differs from that for PCPs by the absence of cheese (though some cheese may be optionally introduced as a
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
Typical formulation of low-moisture analogue Mozzarella cheese a
Ingredient
Addition level (%, w/w)
Casein and caseinates Vegetable oil Starch Emulsifying salts Flavours and flavour enhancers Stabilizers Acidifying agent Colour Preservative Water and condensate
18-24 22-28 0.0-3 0.5-2 0.5-3 0.0-0.50 0.2-0.36 0.04 0.10 45-55
a Modified from Guinee (2002b).
flavouring agent) and the inclusion of vegetable oil and a relatively large level of casein(ate)s (cf., Table 1). The major protein source in dairy-based ACPs is caseinate or rennet casein (Nishiya et al., 1989; Ennis and Mulvihill, 1999), with the former being used mainly for spreadable products. Rennet casein is favoured for semi-hard block products and, especially, for APC where it generally imparts better stringiness and stretchability than acid casein or sodium or calcium caseinates. Rennet casein is formed by rennet coagulation of skim milk at normal pH, dehydration of the gel by cutting, stirring and heat treatment, washing of the curd to remove lactose, concentration of the curd by centrifugation and drying, grinding and separation of the dried casein into powders of different mean particle size (Mulvihill, 1992). At the micro-structural level, each powdered particle may be considered as a portion of dried skim milk cheese, with the casein in the form of an agglomerate of aggregates of paracasein. Similar to cheese, various types of attractions are expected to maintain the integrity of the paracasein aggregates (cf., Walstra and van Vliet, 1986), e.g., electrostatic bonds, hydrophobic bonds and calcium phosphate bridges. A further similarity between rennet casein and a young skim milk cheese (with a high level of intact casein) is insolubility in water (cf., Ennis et al., 1998; Fenelon and Guinee, 2000; Feeney et al., 2001). By choosing the appropriate blend of ES, the concentration of calcium cross-linking the paracasein molecules can be reduced to the desired level to give textural and cooking characteristics tailor-made to suit the envisaged application of the product (Fox et al., 2000). On cooking cheese, functional properties such as flow and stretch involve the partial displacement of contiguous layers of the para-casein on the application of stress (see 'Cheese as an Ingredient', Volume 2); a moderate displacement is desirable in cooked pizza cheese (Fox et al., 2000; 'Cheese as an
383
Ingredient', Volume 2). The level of displacement on cooking an ACP depends on the concentration of calcium cross-linking the casein molecules in the final product, which in turn is dependent on the type of casein ingredient used, its total calcium level, the colloidal calcium-to-casein ratio and the concentration and type of ES. For rennet casein which has a high calcium-to-casein ratio (--~36 mg/g casein), the degree of calcium sequestration and para-casein aggregation is easily controlled by using the correct blend of ES to give the desired degree of casein hydration/aggregation and fat emulsification in the ACP (Guinee, 2002b). This, in turn, gives the desired degree of flow and stretchability on cooking the APC. Compared to rennet casein, caseinates tend to over-hydrate, resulting in a degree of casein aggregation which yields good flowability but which is too low to achieve satisfactory stretchability. Owing to the relatively high cost of casein, much effort has been vested in its partial replacement by cheaper substitutes. Increasing the level of substitution of rennet casein by total milk protein, in the range 0-50%, resulted in a progressive increase in firmness and a decrease in the flowability of ACP (Abou-E1-Nour et al., 1996). In a subsequent study, Abou-E1-Nour et al. (2001) investigated the effects of replacing rennet casein by native phosphocasein (NPC) prepared by microfiltration and diafiltration with water (NPC-W) or ultrafiltered milk permeate (NPC-P) in block APC. At 20%, w/w, replacement, the addition of NPC resulted in an increased flowability of the melted APC, with the effect of the NPC-W being significantly greater than that of the NPC-P. In contrast, the NPC-W resulted in a slight decrease in firmness of the unheated ACP whereas the NCP-P gave a marked increase. A comparison between the NPC preparations and the MPC, prepared by UE indicated that the latter gave notably higher firmness in the unheated APC and lower flowability of the heated APC (Abou-E1-Nour et al., 2001). This trend concurs with that of previous studies showing that the addition of whey proteins to PCPs or ACPs, as a substitute for cheese or casein, impairs flowability and increases firmness (cf., 'Blend ingredients: cheese base (CB), ultrafiltered milk retentate (UFMR), cheeses from high heat-treated milks and whey proteins'). Hence, whey proteins are not used owing to the negative impact on flowability, except in applications where flow-resistant ACPs may be needed (e.g., cheese insets in burgers) when --~1-3%, w/w, whey protein is added. Studies have been undertaken on the effects of replacing casein in ACPs by various types of vegetable proteins, e.g., soybean (Lee and Marshall, 1981; Taranto and Yang, 198i; Yang and Taranto, 1982; Yang et al.,
384
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
1983; Kim etal., 1992; Ortega-Fleitas etal., 2001), peanut (Chen etal., 1979), pea protein (E1-Sayed, 1997) or wheat protein (Anonymous, 1981). These proteins gave varying results, depending on the ingredient preparation (e.g., soy flour or soy isolate, pH, fat content) and the type and level of other ingredients (e.g., hydrocolloids). However, the use of these protein substitutes, especially at a level > 10-20%, w/w, of the total protein, has, in general, been found to give ACPs which have a quality inferior to that made using casein only. Common defects include lack of elasticity, lower hardness, an adhesive/sticky body, impaired flow and stretchability and/or poor flavour. Hence, vegetable proteins are rarely used in the commercial manufacture of APCs. To date, starch has been the most effective low-cost casein substitute. Native maize starch appears to be the main type used commercially, with starches from other sources and with different types of modification (pre-gelatinized and/or chemically or enzymatically modified) being used less frequently (Ennis and Mulvihill, 1997). Native starches are used successfully commercially at a level of 2-4%, w/w, to replace ---10-15%, w/w, of total casein. At higher levels of substitution, product defects become noticeable- an increase in the firmness and brittleness of the unheated ACP and a decrease in the fluidity and flowability of the melted cheese, especially if the starch has a high amylose-to-amylopectin ratio (Mounsey and O'Riordan, 1999, 2001; Guinee, 2002b; Figs 18, 19). Moreover, on shredding, the unheated APC with added starch tends to fracture more easily to form curd fines and also tends to exude free moisture after a short period of cold storage, which often leads to sticking and bailing 70
during shredding operations. These defects, which occur to a degree dependent on the type and level of added starch (Mounsey and O'Riordan, 1999, 2001; Mounsey, 2001; Figs 18, 19), cooking temperature and time, degree of agitation and cooling rate, are probably related to storage-related retrogradation and gelation of the starch molecules (especially amylose). Starches (e.g., maize, ,#heat) with a high ratio of amylose to amylopectin tend to retrograde and undergo gelation more readily than those (e.g., waxy maize, rice, potato) with a lower level of amylose (cf., Miura et al., 1992) during storage of the ACP. The other factors above probably influence the degree of gelatinization of the starch during the manufacture of the ACPs and, thus, the concentration of free amylose molecules available for gelation. It is envisaged that a starch gel would impede the flow of the heated cheese when cooked on pizza. The adverse effects of starch may also be related to an increased degree of fat emulsification (Mounsey and O'Riordan, 2001), as a result of a higher apparent viscosity of the APC blend during manufacture when starch is added, especially at high levels. Composition and functionality
Analysis of commercial APC indicates large intra- and inter-factory variations in composition (Guinee et al., 2000c; Guinee, 2002), e.g., moisture, 40-52%, w/w; fat, 60
50
o
60
40
d C~ c-
o~
5o r
40 0 LL
30
13_
20
30 2O
10
10 0
0
I
I
I
I
I
I
30
60
90
120
150
180
Storage time at 4 ~
days
Changes in the flowability, after heating at 280 ~ for 4 min, of low-moisture Mozzarella (A) and low-moisture Mozzarella cheese analogues without (O) or with added native maize (A) or potato (I-1) starch during storage at 4 ~ (modified from Guinee, 2002b).
0 2 4 6 8 10 Level of added pre-gelatinized maize starch, %, w/w Effect of level of added pre-gelatinized maize starch on the fluidity of experimental analogue pizza cheese, after heating to 20 ~ or 95 ~ (drawn from data of Mounsey and O'Riordan, 1999).
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
22-30%, w/w; protein, 13-21%, w/w; 31-38 mg Ca/g protein. Such variations undoubtedly reflect differences in formulation, which suggest that formulation change is a key approach used by manufacturers in the production of APCs with customized nutritional, textural and/or functional (cooking) characteristics. Comparison with commercial Low Moisture Mozzarella Cheese (LMMC) shows that APC has a lower protein content, higher concentrations of moisture and fat, and higher ratios of Ca- and P-to-protein (Guinee et al., 2000c). The higher ratios of Ca- and P-to-protein reflect the use of rennet casein (which has higher concentrations of Ca and P on a protein basis than most natural cheeses) and the inclusion of sodium phosphate ES during formulation. Moreover, the mean value for the sum of moisture, fat, protein and ash in commercial APC is --96.5%, w/w, compared to ---99.5%, w/w, in the LMMC, indicating the addition of carbohydrate-based ingredients during formulation (Guinee et al., 2000c). The heat-induced functional properties of LMMC are discussed in detail in 'Pasta-Filata Cheeses', Volume 2. These generally change fairly markedly with storage time at ar ~ as reflected by reductions in apparent viscosity and an increase in the flowability of the heated cheese; depending on the cheese type, the stretchability of the melted cheese generally increases at first and decreases thereafter. The changes in these functional attributes are due to various factors including age-related physico-chemical changes in the cheese, including proteolysis, solubilization of casein-bound calcium and increases in para-casein hydration and in the level of non-globular fat (Kindstedt, 1995; Guinee 2002c). Similar to PCPs, the functionality of freshly manufactured APCs (e.g., after storage at 4~ for <7 days) is markedly influenced by formulation, processing conditions and product composition (cf., see 'Properties of ES important in cheese processing'; Savello et al., 1989; Cavalier-Salou and Cheftel, 1991; Abou E1-Nour et al., 1996, 2001; Ennis and Mulvihill, 1997; Bowland and Foegeding, 1999; Mleko and Foegeding, 2001). Few studies have considered the changes in casein-based APCs during ripening. Mulvihill and McCarthy (1994) reported a progressive increase in proteolysis (e.g., N soluble at pH 4.6 increased from --~3.5 at 0 days to 19.5% total N at 51 weeks) and reductions in elasticity and chewiness on storing at 4 ~ for 51 weeks. However, the changes during the first 6 weeks were relatively small; normally, analogues are used within 1 month after manufacture. In general, the functionality of APCs is much more stable than that of LMMC and other natural rennet-curd cheeses, as reflected by the relatively small changes in flowability, stretchability and apparent viscosity on storage (<4 ~ for 150 days (Kiely et al., 1991; Guinee, 2002b; Fig. 18).
385
Pasteurized processed cheese and analogue cheeses are a diverse groups of products manufactured by comminuting, heating and shearing into a homogeneous product, a blend of various ingredients which, depending on the product category, may include cheese, dairy ingredients, vegetable oils, flavours, colours and ES. Heating of cheese and other ingredients to a high temperature (e.g., 90~ while shearing, usually results in protein dehydration and formation of free fat which result in the formation of an unhomogeneous mass which exudes moisture and fat. The addition of ES to the blend prior to heating and shearing orchestrates a number of physico-chemical changes such as calcium sequestration, pH adjustment, protein hydration, emulsification of free fat and structural re-organization. The re-hydrated protein behaves as a water-binding and emulsifying agent and transforms the structure, e.g., from a gel in cheese or an aggregate/precipitate in ingredients such as rennet casein, to a concentrated para-caseinate-stabilized o/w emulsion. The degree of para-casein hydration, or aggregation, and the size distribution of the emulsified fat droplets have a major influence on the rheology and cooking properties of the resultant products. Many factors influence the degree of para-casein hydration and degree of fat emulsification, e.g., emulsifying salt type and level, degree of hydration of protein in the blend which in turn is affected by the level of proteolysis and bound calcium, pH of the blend and extent of heat treatment (i.e., temperature and holding time), and level of shear which determines the surface area of the fat phase. Exploitation of the factors affecting para-casein hydration and degree of fat emulsification facilitate the creation of an extensive array of pasteurized PCPs and ACPs which offer diversity in appearance, texture, flavour and cooking properties. Such diversity has contributed greatly to the increased consumption of these products.
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394
Pasteurized Processed Cheese and Substitute/Imitation Cheese Products
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C h e e s e as an Ingredient T.P. Guinee and K.N. Kilcawley, Dairy Products Research Centre, Teagasc Moorepark, Fermoy, Co. Cork, Ireland
There are a total of 500 (IDE 1981) to 800 (Hermann, 1993) varieties of cheese. These differ to varying degrees in nutritive value, appearance, flavour, texture and cooking properties. Consequently, cheese is capable of satisfying a diverse range of sensory and nutritional demands and, therefore, has very wide appeal. The diversity of cheese is extended when subjected to secondary processing to create an array of cheese-based products, as shown in Fig. 1. While it is generally assumed that cheese was originally eaten on its own or with bread, its use as an ingredient has been recorded since Roman times (Ridgway, 1986). Typical uses included the blending of hard cheese with oil, flour and eggs in the preparation of cakes and the mixing of soft cheeses with meat or fish, boiled eggs and herbs in the making of pies. Cheese has long been used in the home and in hostelries as an ingredient, along with other foods and condiments, to create an extensive array of dishes; typical applications include toasted sandwiches, omelettes, sauces and lasagna. Today, much of the cheese purchased through the food service/catering sector is to a large extent used in the preparation of fast foods (e.g., pizza pie, burgers) and culinary dishes (e.g., quiche, lasagna, cheesecake, toasted sandwiches, Mexican dishes; Anonymous, 1993; Fig. 2). Natural cheese is also used extensively by the industrial sector for the commercial manufacture of a vast array of assembled foods (e.g., pizza pie, sandwiches) or formulated foods (e.g., gratins, prepared meals, processed cheese products (PCPs), co-extruded products, cheese cake, dairy desserts). Moreover, cheese is also used by the industrial sector for the production cheese ingredients, including ready-to-use grated cheeses, shredded cheeses, cheese blends, dried grated cheeses, freeze-dried cheese pieces, cheese powders (CPs) and enzyme-modified cheeses (EMCs). Rapid cure cheeses (Fig. 1) are semi-hard cheeses (e.g., Cheddar type) used to impart intense cheese flavour to formulated foods. They are typically produced by the addition of exogeneous enzymes (proteinases, peptidases, lipases) and/or starter culture adjuncts to the cheesemilk and develop a high flavour intensity after a short ripening time (Fig. 2). These ingredients are, in turn, used by the manufacturers of formulated foods
(e.g., soups, dried cheese sauces, dehydrated potato mixes, infant meals, pasta dishes, snack coatings, bakery products; Duxbury, 1991; Lewin, 1996; Missel, 1996; King, 1999), and to a lesser extent by the catering/food service sector in the preparation of culinary dishes (Fig. 2). Additionally, non-standard cheese curd-like products, such as substitute cheeses and cheese bases, are also used as substitutes for natural or processed cheeses in a number of applications, e.g., imitation cheese products for pizza cheese, or cheese base for PCPs or EMCs ('see Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). The percentages of total cheese consumed via the retail, food service and industrial sectors are 70, 20 and 10, respectively, in the EU and --~33, 33 and 33, respectively, in the USA (Sorensen, 2001). This consumption pattern suggests that an estimated 35-45% of total cheese is consumed as an ingredient in other foods. Moreover, recent market analyses indicate that the consumption of cheese as an ingredient is growing rapidly, with a shift in the direction of the USA consumption pattern being evident, especially in Europe and Australia (Market Tracking International Ltd, 1998; Sutherland, 1998; Sorensen, 2001). Owing to the economic importance of cheese as a product per se and as an ingredient, research on different aspects of cheese, such as biochemistry and flavour, texture/rheology and cooking properties of individual varieties such as Mozzarella ('Pasta-Filata Cheeses', Volume 2), has been extensive. However, there have been relatively few reviews on cheese as a food ingredient (Fox et al., 2000; Guinee, 2002). In this chapter, we will review the functional requirements of cheese as an ingredient in assembled/formulated food, from the perspective of the rheological characteristics of the unheated cheese and the cooking performance of the heated cheese, and the properties of cheese ingredients, including EMCs and CPs.
When used as an ingredient in other foods or in the preparation of cheese ingredients, cheese is subjected to an array of treatments such as comminution (e.g.,
Cheese: Chemistry, Physics and Microbiology, Third edition - Volume 2: Major Cheese Groups ISBN: 0-1226-3653-8 Set ISBN: 0-1226-3651-1
Copyright 9 2004 Elsevier Ltd All rights reserved
396
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Cheese, cheese ingredients and cheese-like products. Cheese may be used: (a) directly, as an ingredient in the home, food service and industrial sectors for the preparation of a variety of culinary dishes, formulated foods or assembled foods or (b) indirectly, in the preparation of various cheese ingredients, such as cheese powders and enzyme-modified cheeses, which are then used in an array of food applications. Various types of processed cheese products (PCPs), including processed cheese spreads (PCSs) and processed cheese foods (PCFs), may be formulated from natural cheese.
portioning, shredding, grating, grinding), cooling, freezing, thawing, heating and/or re-heating. In the home and the food service sector, the cheese-containing dish, once prepared, is generally cooked and consumed immediately In contrast, following assembly or formulation in the industrial sector, cheese-containing foods are frequently heated or pre-heated (pre-cooked) and frozen, and are then re-heated prior to consumption. The treatments of cheese during the manufacture of cheese-filled co-extruded products (e.g., cheese-filled croquette or meat-balls) are typical of those applied during the manufacture of many formulated foods; they include preparation of a cheese filling by dicing, grating, blending and/or processing (as in PCPs), co-extrusion of the cheese with the encasing material, deep-fat frying and freezing (prior to distribution and during retailing). Consideration of the various processes indicates that size reduction (comminution) and heating are the most common processes to which cheese is exposed when used as an ingredient. Hence, the behaviour of
the cheese during these processes is a major determinant of its functionality and its suitability as an ingredient. In the raw state, the cheese may be required to exhibit a number of certain rheological properties so as to facilitate its usage in the primary stages of preparation of various dishes, e.g., the ability to crumble easily, to slice or to shred cleanly, to bend when in sliced form. The rheological properties also determine the textural properties of cheese during mastication (cf. 'Rheology and Texture of Cheese', Volume 1). On grilling and baking, the cheese may be required to melt, flow, stretch, brown, blister, oil-off and/or stretch to varying degrees. The baked cheese may also be expected to be chewy (as in pizza pie) and contribute to certain mouth-coating characteristics (as in sauces and soups). In many dishes, e.g., sauces, the cheese is required to have the ability to interact with other food components such as water, carbohydrates, proteins and fats, during food preparation. The flavour of the unheated and the heated cheeses is important in
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Uses of cheese and cheese ingredients.
almost all applications, and it should be noted that flavour can be affected by various unit operations. Heating may adversely affect flavour due to the loss of key volatile compounds, or thermal processing may induce the Maillard reaction, resulting in the production of different flavouring substances. The development of rancid off-flavours can occur where interaction of fat and oxygen is promoted by any physical increase in the surface area of the fat during processing. The flavour of other ingredients (such as sauces, condiments, added flavours and flavour enhancers) used along with cheese in some formulated (e.g., soups) and assembled (e.g., pizza, sandwiches) foods and culinary dishes may somewhat mask or alter the flavour of the cheese. From a generic perspective, the functionality of cheese as an ingredient may be defined as its behaviour during all the stages in the preparation and consumption of the food in which it is incorporated. A functional cheese may be described as one which exhibits the required properties when raw or heated, and thereby contributes to the formation of, and/or
enhances the quality of, the food product in which it is used. Conversely, the absence of the correct functional attributes, or the occurrence of undesirable functional attributes at any stage of preparation, may impede the formation of a physico-chemically stable product and impair the usage performance and appeal. More specifically, the functionality of cheese may be defined as a composite property comprising different functional attributes, which may be classified into four main types: 9 rheology-related properties of the raw cheese, i.e., those properties exhibited when the cheese is subjected to a stress (such as cutting, sheafing, mastication) or strain (compression, extension). The rheological properties affect the textural attributes during consumption (see 'Sensory Character of Cheese and its Evaluation', Volume 1) and the deformation and fracture behaviour during formulation and processing, which in turn determines how the cheese grates, shreds, crumbles or slices (Table 1). 9 rheology-related properties of the heated cheese, i.e., those properties exhibited when the cheese is subjected to
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stresses throughout its mass as a result of the heatinduced physico-chemical and microstructural changes such as liquefaction of the fat, fat coalescence and changes in protein hydration and structural rearrangement of the matrix. These properties include the ability of the cheese to melt, flow and stretch. 9 physico-chemical- and microstructural-related properties induced by heating, including oiling-off, browning, blistering, fat coalescence and exudation/ separation, interaction of free amino groups with reducing sugars, moisture evaporation, para-casein aggregation and precipitation. 9 Flavour/aroma-related properties, which are characteristic of a given variety and may be positively or negatively altered during processing. Depending on the application, the combination of, and intensity of, individual attributes vary. Hence, a cheese which shreds well and melts and flows on heating, is ideal for the preparation of lasagna. However, a cheese which exhibits stringiness on heating is very unsuitable for the preparation of sauces, dips, gratins or cheese powders; a more suitable cheese would comminute to a sticky mass, blend easily with other ingredients, and, on heating, form a non-stringy, fluid, homogeneous mass.
as an Ingredient
399
In all applications, whether as a consumer product or as an ingredient, cheese is exposed to size-reduction operations involving a combination of shear and compressive stresses (e.g., >600 kPa) and strains (e.g., ->0.7) that are generally of a magnitude which results in large deformation and fracture (i.e., breakdown into smaller pieces): portioning of cheese into retail sizes, shredding into thin narrow cylindrical pieces (e.g., 2.5 cm long and 0.4 cm diameter), dicing into very small cubes (0.4 cm) and comminution by forcing precut cheese through die plates with narrow apertures. Similarly, when eaten, cheese is subjected to a number of strains which reduce it to a paste capable of being swallowed; first, the cheese is bitten (cut by the incisors), compressed (by the molars) on chewing and sheared (between the palate and the tongue, and between the teeth). The behaviour of the cheese when exposed to the different size-reduction methods constitutes a group of important functional properties, which are summarized in Table 1. In general, apart from shreddability, there is little information in the scientific literature on the functional properties of unheated cheese or how they
Rheological properties of unheated cheese which affect its functionality as an ingredient
Types of properties
Description
Measurements 1
Elasticity and related properties (springiness, toughness)
Tendency of cheese to recover to original dimensions following removal of the applied stress (o-, force per unit surface area)
Fracturability
Tendency of cheese to fracture into pieces when a stress (o-) is applied, e.g., during compression or extension
Recovery of sample after compression, obtained using Texture Profile Analysis Fracture stress (o-f) - force to fracture Fracture strain (sf) -displacement at fracture
(and related terms)
- brittleness
-Iongness
- crumbliness Firmness (and related terms) - Firm - Soft Adhesiveness
Tendency to fracture into pieces at a low deformation or displacement (strain; s, i.e., after a low-percentage compression). Low deformation at fracture, i.e., low sf Tendency to fracture at a large deformation, i.e., high 8 f The tendency to break down easily into small, irregular shaped particles (e.g., by rubbing) Resistance of a cheese to be deformed (e.g., compressed) when subjected to a stress (o-) High resistance to deformation, i.e., high O m a x Low resistance to deformation, i.e., low O m a x Tendency to be sticky and resist separation from a material it contacts
Firmness (O-max)- - stress (o-) required to achieve a given compression/extension
Texture Profile Analysis
References used in compilation: van Vliet (1991), Visser (1991), Fox etaL (2000), Guinee (2002). See 'Rheology and Texture of Cheese', Volume 1 for details of rheology tests. 1 Measurements obtained from large strain deformation tests, as in compression testing or Texture Profile Analysis using a Texture Analyzer; see 'Rheology and Texture of Cheese', Volume 1 for details of tests.
400
Cheese as an Ingredient
may be related to its rheological properties, which determine:
over the pizza base, preparation of sandwiches and use in salad bars. Mature Camembert or Chaumes, which are soft, short and adhesive, are very unsuitable for 9 the magnitude of the stress required to fracture shredded/diced cheese applications because of their (fracture stress, of); tendency to stick to the shredding equipment and of 9 the degree of strain (e.g., change in dimensions) the shredded cheese to bailing and clumping. Howrequired to fracture (fracture strain, ~f); ever, the ability of these cheeses to undergo plastic 9 the level of force or stress required to achieve a fracture and flow under shear (i.e., spread) makes given deformation (O'max); them ideal for spreading on crackers and for blending 9 the type of fracture (i.e., clean or jagged); with other materials such as butter, milk or flour in 9 the degree to which a piece of cheese recovers (in the preparation of fondues and sauces. The brittleness size dimensions) after being strained (e.g., comand tendency of hard cheeses, such as Parmesan and pressed or sheared). Romano, with low levels of moisture and fat-in-dry The various rheological terms (o'f, el, O'max) matter, to undergo elastic fracture (clean fracture withdescribed above are easily measured from the force (or out flow) endows them with excellent gratability stress, o-)/displacement (or strain, e) curve obtained (when crushed between rollers) and suitability as a during compression of a cheese sample, as described free-flow condiment for sprinkling, e.g., onto pasta in 'Rheology and Texture of Cheese', Volume 1. On dishes. However, these properties render the latter consideration of the forces operative during deforma- cheeses unsuitable for food applications that require tion, and the structure and the biochemistry of cheese, slices (e.g., filled sandwiches, cheeseburgers) or shredit can be inferred that relationships do exist between ded cheese. The crumbliness of Feta and Stilton makes the functional and the rheological characteristics of them very desirable for use in tossed salads and Greek unheated cheese. Similarly, cheese texture, which is a salads as the irregularly shaped, curd-like particles crecomposite sensory attribute resulting from a combin- ate an image of 'real' cheese and are more visually ation of physical properties that are perceived by the appealing to the consumer than cheese shreds. senses of touch (including kinaesthesis and mouthfeel), sight and hearing, has been found to be related Factors influencing the rheological (functional) to rheological (stress-strain) characteristics of cheese properties of unheated cheese (Szczesniak, 1963; Sherman, 1969; Brennan, 1988). Cheese rheology and the factors that affect it have The relationships between some common functional been studied (Culioli and Sherman, 1976; Vernon properties and the rheological parameters of the raw Carter and Sherman, 1978; Chen et al., 1979; Creamer cheese, as described below, are given in Table 1. and Olson, 1982; Green et al., 1985; Luyten, 1988; The rheological characteristics of the raw cheese Visser, 1991; Fenelon and Guinee, 2000) and reviewed have a major impact on how it behaves during com- extensively (van Vliet, 1991; Visser, 1991; Rao, 1992; minution and its usability as an ingredient (Table 2). Prentice et al., 1993; Fox et al., 2000; 'Rheology and Thus, it is difficult to cleanly portion hard cheeses Texture of Cheese', Volume 1). The rheology of cheese which have a relatively a low fracture strain (Parmesan) is a function of the combined effects of various factors, or which fracture in a jagged fashion (e.g., an over- including its composition, micro-structure (i.e., the acid Cheddar or Cheshire) owing to their tendency to spatial arrangement of its components and the break at the edges. Similarly, these cheeses are unsuit- strength of attractions between the structural elements) able for applications where shredded cheese is and the physico-chemical state of its components (e.g., required (e.g., pizza) because of their susceptibility to degree of casein hydrolysis). Moreover, it is difficult to fracture/shattering and the resultant formation of a quantify the direct effects of any of the gross composhigh level of curd fines/dust on the surface of the itional components (fat, protein or moisture) separately, uncooked pizza, which is aesthetically unappealing. owing to the fact that these tend to vary simultanConversely, other hard cheeses, such as Cheddar, low- eously, especially where large changes in the concenmoisture Mozzarella (LMMC) and Gouda-type, are tration of a particular component (e.g., fat) occur and unsuitable for grating owing to their lack of brittleness in the absence of process interventions. However, and to their elasticity and relatively high o'f and el, for convenience, the effects of individual factors are which enables a relatively high degree of recovery to discussed separately below. their original shape and dimensions following crushing. However, the latter cheeses generally shred very Protein level well to give pieces of uniform size which are relatively The concentration and the type of protein have a non-adhesive, which makes them ideal for distribution major influence on the rheological properties, as
Cheese
confirmed by the positive correlation between the volume fraction of the casein matrix and cheese firmness (O'max) and the o-f; de Jong, 1977; Guinee et al., 2000a; (Fig. 3), and by the effects of gel fineness or coarseness on the rheological characteristics of the matrix (Green etal., 1983; Green, 1990b; Guinee etal., 1993b). Hence, reduced-fat Cheddar, which has a high volume fraction of para-casein matrix relative to full-fat Cheddar, is firmer, and has a higher o-f, than the latter (Fenelon and Guinee, 2000). The large influence of protein becomes apparent when the effects of an applied stress to cheese structure are considered; the protein matrix provides the first resistance to deformation. The stress-bearing capacity of the matrix is dependent on its volume fraction and homogeneity, which determine the number of stress-bearing strands per unit area. Considering a gel to which a relatively small stress (i.e., much less than the fracture stress) is applied in the direction x, the elastic shear modulus (G', i.e., ratio of shear stress to shear strain, ofT), which is an index of elasticity or strength of the gel, can be related to the number of strands per unit area according to the equation (Walstra and van Vliet, 1986): d2A G' = C N ~ dx 2
where: N = number of strands per unit area of the gel in a cross section perpendicular to x, bearing the stress; C = coefficient related to the characteristic length
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Intact casein, %, w/w Relationship b e t w e e n the c o n t e n t of intact casein and (If]) and the fracture stress (m) in C h e d d a r c h e e s e s of v a r y i n g fat content in t h e r a n g e 6 - 3 1 % , w / w (reprinted from G u i n e e et aL, 2 0 0 0 a with permission from Elsevier).
firmness
as
an
Ingredient
401
determining the geometry of the network; dA = change in elastic energy when the aggregates in the strands are moved apart by a distance, dx, on application of the stress. The number of strands per unit area of a gel are determined by: 9 the concentration of gel-forming protein; 9 the fineness or coarseness of the gel, with a fine gel network having a greater number of stress-bearing strands than a coarse gel. As the concentration of casein in the matrix increases, the intra- and the inter-strand linkages become more numerous, and the matrix more elastic (Ma et al., 1997) and more difficult to deform (de Jong, 1976, 1978a; Chen et al., 1979; Prentice et al., 1993). At low temperatures ( < 5 ~ milk fat is predominantly solid and adds to the elasticity of the casein matrix. The solid fat globules limit the deformation of the casein matrix, as deformation of the latter would also require deformation of the fat globules enmeshed within its porous structure. However, the contribution of fat to the elasticity of cheese decreases rapidly as the ratio of solid-to-liquid fat decreases with increasing temperature and is very low at 40 ~ where all the milk fat is liquid (Guinee and Law, 2002). High heat treatment (HHT) of milk and denatured whey proteins High heat treatment of milk increases the level of in-situ denaturation of whey proteins and their complexation with K-CN at the micelle surfaces. The denatured whey proteins form appendages which protrude from the micelle surfaces and render the Phe]05mMetl06 bond of K-CN less susceptible to hydrolysis by rennet (van Hooydonk et al., 1987; McMahon et al., 1993b). These changes coincide with a reduction in the degree of casein aggregation/fusion during rennet-induced gel formation and the remaining post gel-cutting cheesemaking operations and an increased level of denatured whey proteins incorporated into the gel matrix (Pearse et al., 1985; Green, 1990a,b). Consequently, rennetinduced milk gels from HHT milk have a relatively fine structure, low porosity and an increased waterholding capacity. Cheese prepared from HHT milk (e.g., 82 ~ for 15 s) has lower o-f and Crmax than cheese made from milk pasteurized at a normal temperature (e.g., 72 ~ for 15 s; E1-Koussy et al., 1977; Marshall, 1986; Green et al., 1990a,b; Guinee et al., 1998). These effects are attributable to the reduced degree of para-casein aggregation, the increased level of denatured whey proteins in the protein network and the generally higher moisture level. Owing to its effect on cheese rheology, high levels of denatured whey proteins in cheese milk may
402
Cheese as an Ingredient
be exploited as a means of improving the texture (reducing the firmness and elasticity) of low-fat cheeses which tend to be excessively firm and rubbery (Guinee et al., 1998). For similar reasons, the inclusion of whey protein-based fat mimetics (e.g., Simplesse | 100 and Dairy Lo TM) in reduced-fat Cheddar reduces of, ef and O'ma x (Lucey and Gorry, 1994; Fenelon and Guinee, 1997). The whey proteins in these preparations, at least in the case of Dairy Lo TM, appear to interact with the casein to form a complex- type gel during Cheddar manufacture. Various studies have examined the effects of adding denatured whey proteins, in the form of partially de-natured whey protein concentrates (PDWPC; prepared by the Centriwhey, Lactal or UF processes), to cheese milk for the manufacture of hard or semi-hard cheeses, primarily as a means of enhancing cheese yield. The addition of WPC increases the moisture content, actual yield and moisture-adjusted yield, with the extent of the increase being correlated positively with the degree of denaturation of the added WPC (van den Berg, 1979; Brown and Ernstrom, 1982; Banks and Muir, 1985; Baldwin et al., 1986; Punidadas et al., 1999; Meade and Roupas, 2001). However, the addition of PDWPC has, generally, been found to cause defective body (greasy, soft) and flavour (unclean, astringent) characteristics in Gouda and Cheddar cheeses (van den Berg, 1979), with the intensity of the defects becoming more pronounced with increasing level of the PDWPC added. It has been suggested that these defects may be due to the large size of whey protein particles (aggregates) which do not fit compactly within the pores of the para-casein matrix, and thereby impede its shrinkage and syneretic potential (van den Berg, 1979). Fat c o n t e n t
reduction in the concentration of intact casein. Moreover, liquid fat confers viscosity and also acts as a lubricant on fracture surfaces of the casein matrix and thereby reduces the stress required to fracture the matrix (Marshall, 1990; Prentice et al., 1993). Similarly, reducing the fat content (e.g., from 21-25%, w/w, to "--9-11%, w/w) of low- (47.7-51.8%, w/w) or high(52.2-57.4%, w/w) moisture Mozzarella cheeses resulted in significant increases in hardness and springiness at 1 and 6 weeks, with the magnitude of the effect being the most pronounced for hardness (Tunick et al., 1993). There was a significant effect of the interaction between scald temperature and fat content on hardness, with the effect of fat reduction on hardness being more pronounced as the scald temperature was raised from 32.4 to 45.9 ~ This suggests a higher degree of para-casein aggregation at the higher temperature, an occurrence that would be expected to impede the level of displacement of contiguous casein layers obtained for a given stress. Owing to its effect on the ratio of solid-to-liquid fat in the cheese, temperature has a marked influence on cheese rheology, with the elastic shear modulus (G'), E, o'f and O'max decreasing as the temperature increased (Guinee and Law, 2002; 'Rheology and Texture of Cheese', Volume 1). The effect of the solid-to-liquid fat ratio, as affected by temperature, on the rheological properties of cheese and its use as an ingredient is evident in many instances. Hence, in pizza manufacture, cheese is tempered to, and maintained at, a low temperature prior to shredding (e.g., - 2 ~ so as to maximize the elastic contribution of fat and reduce the tendency of the cheese to stick or clump, and thereby facilitate free flow and distribution onto the pizza surface. Similarly, cheeses are maintained at refrigeration temperatures prior to portioning and slicing to get clean cutting and reduce the risk of surface smearing and greasiness by 'sweated' fat.
Alteration of the fat content has a major effect on the rheological properties of cheese varieties, including Cheddar, LMMC and Cottage cheeses (see Guinee and Law, 2002). Such effects are expected because of the differences in the viscoelastic contributions of fat and casein, as discussed above. However, the overall effects of the changing fat content may be attributed in large part to the interactive effects of changes in the levels of fat, moisture and protein. This is because a reduction in fat content (especially if large, e.g., >4%, w/w) is generally paralleled by increases in moisture, protein, intact casein and Ca. At temperatures of ~--4-20 ~ increasing the level of fat in Cheddar cheese results in decreases in elasticity (E), of, el, Crmax, cohesiveness, springiness, chewiness and gumminess and an increase in adhesiveness. The latter trends are expected because of the concomitant
Homogenization of cheesemilk and degree of fat emulsification Homogenization of milk is practised in the manufacture of some cheese varieties where lipolysis is important for flavour development, e.g., Blue cheese, to increase the accessibility of the fat to mould lipases and thereby increase the formation of fatty acids and their derivatives (e.g., methyl ketones; Fox et al., 1996). Moreover, homogenization is an essential step in the manufacture of cheeses from recombined milks and some acid curd varieties with a high fat content (e.g., Cream cheese; see 'Acid- and Acid/Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese, Part C Acidheat Coagulated Cheeses', Volume 2). Homogenization reduces the mean fat globule size and increases the surface area of the fat by a factor of 5-6 (McPherson et al.,
C h e e s e as an Ingredient
1989). The newly formed fat globules are coated with a membrane consisting of casein micelles, sub-micelles, whey proteins and some of the original fat globule membrane (Walstra and Jenness, 1984; Keenan et al., 1988). The membrane enables the newly formed fat globules to behave as pseudo-protein particles which can interact with the casein micelles and become an integral part of the gel matrix formed during acid or rennet gelation of milk (van Vliet and Dentener-Kikkert, 1982; Green et al., 1983; Lelievre et al., 1990; Tunick et al., 1997; Michalski et al., 2002). Hence, the effective protein concentration of, and the overall level of protein-protein interactions in, the casein matrix are thereby increased. Homogenization of cheesemilk, e.g., at respective first and second stage pressures of 17.6 and 3.5 MPa, generally results in a higher moisture level and decreases in the magnitude of o-f and O'max o f reducedfat Cheddar (Emmons et al., 1980; Metzger and Mistry, 1994). Similarly, homogenization of milk for full-fat Mozzarella (---22%, w/w, fat) cheese, at combined first and second stage pressures of 250 or 500 kPa, resulted in significant decreases in hardness and springiness and an increase in cohesiveness; simultaneously, there were non-significant decreases in gumminess and chewiness (Jana and Upadhyay, 1991). The magnitude of these changes, which increased with homogenization pressure, coincided with a decrease in protein content and increases in the contents of moisture (i.e., - 5 % , w/w) and MNFS. In contrast, Tunick etal. (1993) reported that two-stage homogenization of milk at combined first and second stage pressures of 10.3 or 17.2 MPa resulted in a general increase in the hardness of low-fat ( - 9 % , w/w) or high-fat (~25%, w/w) Mozzarella cheese after storage for 1-6 weeks, the effect being more pronounced for low-fat cheese. Moreover, there was a significant effect of the interaction between homogenization pressure and scald temperature used in cheese manufacture, with the increase in hardness being more pronounced for the higher scald temperature cheeses. The higher hardness at the higher scald temperature probably reflects an increase in the degree of casein aggregation, an effect that would be enhanced as the effective casein concentration increases with homogenization of the milk. Rudan et al. (1998) reported that homogenization of cheesemilk or cream (first and second stage pressure, 13.8 and 3.45 MPa) did not significantly affect the hardness or springiness of reducedfat ( - 8 % , w/w) Mozzarella cheese at 30 days. The discrepancies between the latter two studies, in which the moisture content of the control and the homogenized milk cheeses were similar, may reflect differences in homogenization conditions, test conditions, age of cheese and fat content (see Fox et al., 2000; 'Rheology and Texture of Cheese', Volume 1).
403
Moisture content
Increasing the moisture content, while maintaining the ratios of the other compositional parameters relatively constant, reduces the concentration of protein and the volume fraction of the casein matrix (de Jong, 1978a). Hence, increasing the moisture content of Dutch-type Meshanger cheese from 40 to 60%, w/w, resulted in a marked reduction in O'max. Similarly, increasing the moisture content of 7.5-month-old Gouda cheese from --~32 to 46%, w/w, resulted in progressive decreases in E, crf and O'max (Luyten, 1988; Visser, 1991); the ef increased slightly with moisture content to an extent dependent on cheese pH and maturity. Similarly, Watkinson et al. (2002) reported that an increase in the moisture content of model Cheddar-like cheeses, from 40 to 48%, w/w, resulted in a large decrease in E and degree of cracking at fracture and large increases in ~f and adhesiveness (stickiness). Creamer and Olson (1982) reported a linear decrease in of as the moisture content of Cheddar was increased from 34.0 to 39.7%, w/w, with of at the lower moisture level being almost twice that at the higher moisture level. Salt (NaCI) content The effects of salt in the moisture phase (S/M) in the range 0.4-12%, w/w, on the rheology of model Goudatype cheeses, in which the levels of the other compositional parameters were relatively constant, were studied by Luyten (1988) and Visser (1991). The range of S/M investigated was inclusive of the values that span the spectrum of different varieties, e.g., from --~2.0%, w/w, in Emmental to --~12%, w/w, in Feta. Increasing the concentration of S/M in this range resulted in progressive increases in E, o-f (from --~28 kPa at 0.4%, w/w, S/M to --~83 kPa at 11.3%, w/w, S/M) and O-max (Visser, 1991). The fracture strain, el, increased slightly to a maximum at 4.5-5.0%, w/w, S/M, then decreased sharply to a value which was about half the maximum at 5.5%, w/w, S/M and thereafter remained relatively constant as the S/M was increased to 11.3%, w/w. The effects of salt are probably attributable to its effects on the degree of protein hydration. In low-concentration brines (i.e., -<6.5%, w/w, NaC1), para-casein in cheese absorbs water (Geurts et al., 1972; Guinee and Fox, 1986), an occurrence which is indicative of a salting-in effect on the protein matrix and a concomitant increase in casein hydration. Hence, the presence of NaC1, at a level of 5%, w/w, increased the degree of casein hydration in dilute suspensions of casein micelles, over the pH range 6.7-4.6, and especially at the pH of maximum hydration, i.e., "-'5.2-5.3 (Creamer, 1985). Conversely, when cheese (para-casein) is placed in a brine of higher concentration (e.g., >6.5%, w/w, NaC1), the loss of moisture, especially in the rind region, suggests a salting-out of the protein matrix and concomitant
404
C h e e s e as an Ingredient
casein dehydration/aggregation. An increase in dehydration would be expected to cause an increase in O'max,e.g., as seen by comparing the hardness of cheese rind to that of the cheese interior. The effect of salt, inter alia other factors, on the ef is apparent on comparison of the 'long' smooth body of low-to-medium salt cheeses (e.g., LMMC, Gouda or Swiss; 2-5%, w/w, S/M), with the 'short' crumbly body of high-sah varieties (e.g., Feta, Stilton, Blue; 8-12%, w/w, S/M; Table 1).
pH Small differences in cheese pH can have relatively large effects on its rheological properties which in turn may affect parameters (e.g., crumbliness, longness, shortness, softness, adhesiveness; see 'Rheology and Texture of Cheese', Volume 1) that are important in determining its suitability (e.g., portionability, sliceability, shreddability, gratability) for a particular ingredient application. The effects of pH on the rheological properties of cheese and its use as an ingredient are clearly manifest on comparing different varieties. Low-pH cheeses (e.g., Cheshire, Feta) generally tend to have low values of err and ef and to crumble into many pieces on fracturing, whereas relatively high-pH cheeses (e.g., pH 5.35-5.50; Emmental and Gouda) exhibit higher values of crf and ef and tend to fracture into larger pieces. Inter-varietal differences in pH occur mainly as a result of differences in make-procedure, composition and the type and level of biochemical changes during ripening. However, intra-varietal differences in cheese pH occur also due to a variety of other reasons (see Fox et al., 1996) including differences in: 9 lactate level resulting from differences in lactose level in the cheesemilk (Huffman and Kristoffersen, 1984; Fox and Wallace, 1997) for non-washed curd varieties and moisture level; 9 pH at whey drainage due to variations in the starter activity, pH at rennet addition, and time between starter addition and pitching; 9 buffering capacity, as a result of variations in phosphate content (Lucey and Fox, 1993) due to differences in pH at whey drainage (Lawrence et al., 1984); 9 extent of biochemical changes (e.g., as affected by type and level proteolysis, glycolysis, lipolysis deamination) as influenced by, among other factors, residual rennet activity, salt level, starter type and cell density, and ripening period. Creamer and Olson (1982) studied the effect of cheese pH (4.9, 5.15, 5.4) on age-related changes in ~f and o-f in Cheddar cheeses in which the pH was varied by altering the pH at whey drainage and in which the levels of fat, moisture-in-non-fat substances (MNFS) and salt were relatively similar. Increasing the pH from 4.9 to
5.4 resulted in a linear increase in el, an effect which became more pronounced with time over the 50-day investigation period (Creamer and Olson, 1982). The err changed little as the pH was raised from 4.9 to 5.15 but increased markedly on further increase of pH to 5.4. Similar trends were noted for model Gouda cheeses in which an increase in pH from 5.0 to 5.2 led to a reduction in E and a marked increase in ef but had little effect on err (Luyten, 1988; Visser, 1991). Moreover, increasing the pH from 5.2 to 5.6 led to a marked increase in err (to values much higher than those at pH <5.2), and an increase in E. The pH at which ef was maximal increased with ripening time, e.g., from - 5 . 2 in a i-week-old Gouda to ---5.4 in a 3-month-old Gouda cheese. The effect of pH probably ensues from its influences on: (i) the ratio of soluble-to-colloidal Ca (Guinee et al., 2000c), (ii) total calcium where pH is varied by reducing the pH at whey drainage (Lawrence et al., 1984), and, consequently, (iii) the degree of para-casein hydration or aggregation (Creamer, 1985). Model systems of rennettreated skim milk or casein suspensions have shown that the hydration of para-casein is maximal at pH ---5.2-5.3 (Creamer, 1985); the pH of maximum casein hydration may vary somewhat in different varieties due to differences in the degree of proteolysis and levels of calcium and NaC1. As aggregation of para-casein shows the opposite trend to para-casein hydration, it is expected that the degree of para-casein aggregation/fusion and the elasticity of the para-casein matrix would be minimal at pH 5.2-5.3. The effect of raising the pH above 5.2-5.3 is greater than that of reducing the pH below 5.2-5.3, an effect that may be attributed to the large increase in the calcium binding by the casein at the higher pH (van Hooydonk et al., 1986). The uptake of calcium reduces casein hydration (Sood etal., 1979) and greatly enhances cheese elasticity (Lawrence et al., 1987).
Ripening and para-casein hydrolysis For most varieties, the hydrolysis of Otsl-CN at the Phe23--Phe24 peptide bond, by residual chymosin early during ripening, results in a marked weakening of the para-casein matrix and decreases in ~rf and O-max (de Jong, 1976; Creamer and Olson, 1982; Fenelon and Guinee, 2000). The sequence of residues 14-24 of Otsl-CN is strongly hydrophobic and confers intact Otsl-CN with strong self-association and aggregation tendencies in the cheese environment (Creamer et al., 1982). It has been suggested that self-association of C~sl-CN in cheese, via these hydrophobic patches, leads to extensive cross-linking of para-casein molecules and thereby contributes to the overall continuity and integrity of the matrix (Creamer etal., 1982). Indeed, de Jong (1978b) reported a linear relationship between the content of intact Otsl-CN and the softness in Meshanger
Cheese as an Ingredient
cheese (a soft, internal bacterial-ripened Dutch variety) in which proteolysis was varied by altering the quantity of added coagulant. Moreover, at a microstructural level, proteolysis may result in discontinuities or 'breaks' in the para-casein matrix (de Jong, 1978a), a factor expected to reduce its stress-bearing capacity. Another factor contributing to the age-related weakening of the matrix structure is the increased hydration of the matrix, as reflected by the decrease in the level of expressible serum (on centrifugation or hydraulic pressing of the cheese) or, more appropriately, the increase in the level of non-expressible serum per gram of protein during maturation (Guinee et al., 2002). In contrast to the above, the firmness of some cheeses (e.g., brine-salted and/or surface dry-salted varieties that are not packaged for part of their ripening period) may increase initially even though proteolysis occurs during this period. The increase in firmness is a consequence of the loss of moisture and the concomitant increase in protein level. Other factors such as changes in pH and the increase in the salt content in the inner regions, as a result of inward diffusion from the surface rind zone, may also contribute to the initial increase in firmness. However, the softening associated with proteolysis becomes dominant when the composition has stabilized, and o-f and O'ma x decrease (de Jong, 1976, 1978b; Visser, 1991).
The heat-induced functional properties have been discussed in detail for Mozzarella cheese, and for pasteurized PCP and analogue cheese product (ACP) in 'Pasta-Filata Cheeses' and 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products' (Volume 2), respectively. Hence, this section will concentrate mainly on those of natural cheeses, other than Mozzarella. Types and definitions and principles of functional properties
Cheese is used extensively as an ingredient in cooking applications, e.g., grilled cheese sandwiches, pizza pie, cheeseburgers, pasta dishes and sauces; in these applications the cheese attains a temperature of---80-100 ~ A key aspect of the cooking performance of cheese is its heat-induced functionality, which is a composite of different attributes, including softening (melting), stretchability, flowability, apparent viscosity and tendency to brown. These attributes, which have been defined previously (Kindstedt, 1995; Fox et al., 2000; Guinee, 2002; 'Pasta-Filata Cheeses', Volume 2), are summarized in Table 3; the number and the intensity of the attributes required are determined by the application.
405
Heat-induced softening or melting involves liquefaction of the fat phase. Heat-induced flow or spread and stretchability may be defined as heat-induced rheological changes, involving strain displacement as a result of stresses on the para-casein matrix. These stresses may be of two types: 9 those which occur spontaneously during heating of the cheese under quiescent conditions (e.g., baking); 9 those applied externally to the hot molten cheese mass after cooking, e.g., manually during consumption or instrumentally during testing (e.g., shear during viscometric testing, compression during squeeze flow evaluation or extension during stretchability testing). The changes in viscoelasticity on heating cheese help to explain the mechanism of the melting process (Fig. 5). Spontaneous heat-induced stresses arise when the fat globules, which at low temperatures are solid and reinforce the para-casein matrix that surrounds them, melt and flow on heating. Consequently, the surrounding viscoelastic matrix deforms to a degree dependent on the ratio of the elastic-to-viscous character, which is in turn a function of the degree of casein aggregation or hydration. Additionally, the free oil (FO), arising from the coalescence of liquefied, nonglobular fat droplets, lubricates the displacement of adjoining layers of the deforming matrix and thereby contributes to flow. Clear evidence for heat-induced coalescence of fat globules/droplets in natural cheese is provided by dynamic microscopy of cheese during heating (Paquet and Kal~ib, 1988; Auty et al., 1999; Guinee et al., 1999; Fig. 4) and by the release of oil on baking (Rudan and Barbano, 1998; 'Pasta-Filata Cheeses', Volume 2). At the microstructural level, heating results in extensive clumping and coalescence of fat globules and a less homogeneous distribution of the fat and para-casein phase, at least in the case of Cheddar (Fig. 4) and Mozzarella (Paquet and Kal~ib, 1988). From the foregoing, it is clear that the measures (e.g., levels of flow, stretchability, apparent viscosity, elastic shear modulus, phase angle) of the functionality of heated cheese are to a large extent controlled mainly by the concentrations of fat and protein and their microstructural distributions, and the level of casein hydration. Factors that affect the functionality of heated cheese
The functionality of heated cheese is influenced by many factors (Kindstedt, 1993, 1995; Rowney et al., 1999; Guinee, 2002; 'Pasta-Filata Cheeses', Volume 2), including variations in: 9 milk pre-treatments, e.g., pasteurization conditions, homogenization;
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Bar = 25 #m Confocal scanning laser micrographs of 5-day-old unheated Cheddar cheese (a, b) and the same cheese after heating to 95 ~ and then allowed to cool to room temperature (c, d). The micrographs show protein (a, c - long arrows) and fat (b, d - short arrows) as light areas against a dark background. Bar corresponds to 25 i~m (Modified from Guinee et aL, 2000b).
9 make procedure, e.g., set pH, cooking temperature, pH at whey drainage, plasticization conditions; 9 compositional parameters, e.g., concentrations of fat, protein and moisture, calcium-to-casein ratio, pH; 9 degree of proteolysis; 9 other factors (e.g., absence or inclusion of fat replacers or whey proteins). Most of these factors exert their effects indirectly by influencing the microstructural distributions, and physico-chemical properties, of the protein (e.g., level of calcium binding, degree of aggregation or hydration, degree of casein hydrolysis) and the fat (e.g., degree of fat emulsification, level of fat coalescence) phases. Some of the major factors affecting functionality are discussed separately below. Comparison of different varieties Studies on the functional properties of retail samples of different varieties of natural cheese indicated that there
are considerable intra- and inter-varietal differences in melt time, flowability, stretchability and apparent viscosity (Park etal., 1984; Guinee etal., 2000a). These differences undoubtedly reflect inter- and intravarietal differences in the conditions of manufacture, composition, degree of maturity and/or formulation (e.g., levels and types of added ingredients and processing conditions) in the case of the PCPs and analogue pizza cheese (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). Studies (Guinee, 2002) on the storage-related changes in different functional parameters in different cheese varieties confirm the inter-varietal variation and show that functionality is dynamic, changing with storage time and proteolysis (Fig. 6). Compared to other varieties, pasta-filata cheeses (e.g., Mozzarella, Provolone and Kashkaval) are differentiated by their superior stretchability, relatively high apparent viscosity and moderate flowability. These functional attributes endow the pasta-filata cheeses with the characteristics that are
408
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typically associated with the melted cheese on pizza, i.e., sufficiently rapid melt and desirable levels of stringiness, chewiness and flow. In contrast to the pasta-filata cheeses, other types of cheese, including analogue pizza cheese and Cheddar and Emmental, have relatively low stretchability, low apparent viscosity and high (e.g., Cheddar) or low (some analogue cheese) flowability characteristics. If such cheeses were used exclusively, or as a substantial part (e.g., >30%, w/w) of a pizza topping, the melted cheese topping would lack the desired stringiness, would flow excessively and lack the desired chewiness. Conversely, stringiness, which is typical for LMMC and other pasta-filata cheeses, such as Kashkaval and Provolone, is an undesirable attribute for applications such as sauces, gratins, cordon bleu applications or fondues. Cheeses with a high flowability, such as mature Cheddar, Emmental, Raclette and Gouda (see Fox et al., 2000), are more satisfactory for the latter applications because of their relatively high flavour intensity and their lack of stringiness when heated. The flowability of retail Cheddar and other natural cheeses is generally
superior to that of cheese analogues, probably as a consequence, inter alia, of the higher degree of fat emulsification in the latter (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). The superior stretchability of pasta-filata varieties is largely attributable to plasticization (heating to ---58 ~ and kneading) of the fermented curd (pH typically ~-5.2) in hot water or dilute brine at "--80 ~ The relatively low curd pH and the high temperature are conducive to limited aggregation of the casein and the formation of para-casein fibres of high tensile strength (Taneya etal., 1992; Pagliarini and Beatrice, 1994; Guinee and O'Callaghan, 1997). Other factors that probably contribute to the high stretchability in these varieties are the low level of proteolysis, because of extensive inactivation of coagulant in the curd during plasticization (Feeney et al., 2001) and the relatively short storage time (at least for LMMC). A survey (Guinee et al., 2000b) of commercial cheeses indicated that the mean concentrations of pH 4.6 SN%TN in Cheddar and LMMC were 20.3 and 4.7, respectively). All other factors being equal, a low level of proteolysis in LMMC, compared to Cheddar (because LMMC is ripened for a short period), would be conducive to a more aggregated and intact casein matrix in the heated cheese, which when subjected to extension or shear stress would be less likely to fracture. The corollary to this is the general ability of unheated LMMC to withstand fracture when subjected to a high level (e.g., 75%) of compression. The rate of primary proteolysis in LMMC, as measured by urea-PAGE and the formation of pH 4.6-soluble N (pH4.6SN), is comparable to that in full-fat Cheddar stored at a similar temperature (7-10 ~ over 70 days (Fenelon and Guinee, 2000; Feeneyet al., 2001; Fig. 7). Undoubtedly, the higher moisture and the lower salt content in LMMC, compared to Cheddar, are more favourable for proteolysis by residual rennet than in Cheddar. Moreover, plasmin activity appears to make a greater contribution to proteolysis in LMMC than in Cheddar (Creamer, 1976; Yun et al., 1993b; Fenelon and Guinee, 2000; Feeney et al., 2001). Despite the increase in proteolysis and the concomitant decrease in the level of intact casein, the stretchability of LMMC is not significantly impaired until the concentration of pH4.6SN exceeds ---16% of total N, e.g., after storing at 4 ~ for >140 days or at 15 ~ for 17 days (Feeney et al., 2001; Guinee etal., 2001). Similarly, the stretchability of experimental Kashkaval does not decrease with increasing level of pH4.6SN in the range 2-16% of total N. In contrast, the stretchability of full-fat Cheddar cheese, which is only slightly inferior to that of LMMC when young (e.g., stored for 30 days at 4-7 ~ deteriorates rapidly on ageing as the level of pH4.6SN increases to a value >6% of total N (Fig. 7). The different stretchtime/pH4.6SN profiles of Cheddar and LMMC probably
C h e e s e as an I n g r e d i e n t
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Changes in levels of primary proteolysis (a) and heat-induced functional characteristics (b, c) of different cheese varieties during storage. Cheeses were: Kashakaval (A), low-moisture part-skim Mozzarella (11), half-fat low-moisture Mozzarella (10%, w/w, fat; F]), full-fat Cheddar (30.0%, w/w, fat; O), half-fat Cheddar (17.2%, w/w, fat; O) and Emmental-type cheese (A). All cheeses were experimental (produced on pilot-scale) apart from the Emmental-type cheese which was factory-produced. The data presented are the means of replicate treatments: 5, Kashkaval; 5, low-moisture part-skim Mozzarella; 3, full-fat Cheddar; 3, half-fat Cheddar; 2, Emmental; 3, half-fat low-moisture Mozzarella. Flowability was defined as the percentage increase in the diameter of a cheese disc on heating in a convection oven at 280 ~ for 4 min, and stretchability as the length of cheese strings at failure on uniaxial extension of molten cheese following heating in a convection oven at 280 ~ for 4 min, as described by Guinee et aL (2000a,c).
reflect differences in the state of aggregation of paracasein (as affected by the inclusion/absence of a plasticization stage), the ratio of soluble-to-colloidal Ca, the pH and the type of proteolysis (i.e., hydrolysis of e~slversus [3-CN; Guinee, 2003). Cheese varieties also differ markedly with respect to the change in flowability with ripening time and, consequently, the level of flow after any given storage time. Differences in flowability between different cheeses can result from differences in milk pre-treatment, make procedure, composition, proteolysis and ripening conditions (Kindstedt, 1993, 1995; McMahon et al., 1993a; Rowney et al., 1999; Guinee, 2002). The interactive
effects of these factors influence the degree of protein aggregation, or hydration, and the level of fat coalescence on heating, which in turn determine the level of heat-induced displacement. Varieties with low levels of fat and primary proteolysis, e.g., half-fat Cheddar, tend to have poor flowability. Differences in protein and fat contents
Increasing the protein content of Cheddar, by reducing the level of fat, impairs its functionality, as reflected by decreases in flowability, stretchability and an increase in the apparent viscosity of the melted cheese (Olson and Bogenrief, 1995; Guinee et al., 2000a,b). The extent of
410
C h e e s e as an Ingredient
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Changes in the levels of pH 4.6-soluble N (closed symbols) and stretchability (open symbols) in experimental low-moisture Mozzarella cheese samples ripened at 4 (A, A) or 10 (11, I-I) ~ and full-fat Cheddar (O, 9 ripened at 4 ~ for 30 days and at 8 ~ thereafter. Data presented are the means of triplicate trials for the Cheddar, and of duplicate trials for the Mozzarella cheeses.
the effect increases with the degree of fat reduction and protein increase. Hence, the level of intact casein in Cheddar and LMMC is correlated positively with the apparent viscosity of the molten cheese and negatively with its flowability (Guinee etal., 2001). Similarly, increasing the protein content of LMMC, by lowering the fat content, reduces the flowability and increases the apparent viscosity (see 'Pasta-Filata Cheeses', Volume 2). The adverse effects of increasing protein content is due to a number of concomitant changes which impede displacement of adjoining layers of the matrix. The changes include an increase in the volume fraction of the casein matrix, decreases in the levels of MNFS and proteolysis and the lower degree of heat-induced fat coalescence and FO (Rudan and Barbano, 1998; Rtiegg et al., 1991; McMahon et al., 1993a; Guinee and Law, 2002; 'Pasta-Filata Cheeses', Volume 2). Moreover, a reduction in the number of fat globules embedded in the casein matrix probably enhances the degree of fusion and aggregation of the rennet-altered micelles within the matrix during gel formation and post-cutting stages of cheese manufacture. Occluded fat globules limit the extent of contraction of the surrounding matrix and thereby physically impede casein aggregation. Storage time and proteolysis Numerous studies have shown that the various functional attributes of cheeses such as Mozzarella and Cheddar change during storage to a degree depending on the composition and functional attributes of the
cheese, e.g., whether stretch or flow (Fig. 6). Changes in proteolysis (e.g., level of pH4.6SN) and protein hydration are major factors contributing to age-related changes in functionality. For a given level of protein, the functionality of cheeses such as Cheddar and LMMC is markedly influenced by the extent of proteolysis (Arnott et al., 1957; Bogenrief and Olson, 1995; Guinee et al., 2001). This effect is reflected by the positive curvilinear relationship between the magnitude of primary proteolysis, as measured by the level of total N soluble at pH 4.6, and the flowability for different varieties (Fig. 8). Hence, elevation of primary proteolysis using different means, e.g., the addition of exogeneous proteinases, the use of coagulants more proteolytic than chymosin (Cryphonectria parasitica proteinase) or elevation of storage temperature, enhances the flowability of different cheese types (Lazaridis et al., 1981; Yun et al., 1993a,b; Madsen and Qvist, 1998; Feeney et al., 2001; Guinee et al., 2001). The positive effect of proteolysis may be associated with a number of concomitant changes, including the increased water-binding capacity (Kindstedt, 1995) and an increase in the number of discontinuities or 'breaks' in the casein matrix at the micro-structural level (de Jong, 1978a). The latter factors are expected to reduce the degree of casein aggregation, which should enhance heatqnduced displacement of adjoining layers of the casein matrix. The different relationships between flowability and primary proteolysis among varieties, as measured by
C h e e s e as an I n g r e d i e n t
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pH4.6SN (Fig. 8), clearly highlights inter-varietal differences in the contribution of other factors (e.g., curd treatment, pH, levels of fat and casein, calcium-to-casein ratio) to flowability. Hence, for a given level of proteolysis, the flowability of reduced-fat cheeses is much lower than that in their full-fat counterparts (Fig. 7). Degree of fat emulsification (DE), fat coalescence and milk homogenization Increasing the degree of fat emulsification (DE) in cheese by high-pressure homogenization of the cheesemilk (e.g., at first- and second-stage pressures of 25 and 5 MPa) impairs the flowability and stretchability of heated full-fat Cheddar (Guinee et al., 2000b), Halloumi (Lelievre et al., 1990) and full-fat Mozzarella (Jana and Upadhyay, 1991; Tunick etal., 1993). The effect of homogenization, which for Cheddar is similar to reducing its fat content from 30 to 1.3%, w/w (Guinee et al., 2000b), would be highly undesirable in applications such as pizza but highly desirable where a high degree of flow resistance is required, e.g., in frying. The adverse effects of milk homogenization coincide with marked reductions in the degree of fat coalescence in the unheated and the heated cheeses and in the release of FO on baking. Increasing the degree of emulsification in PCPs by the selective use of emulsifying salts and other blend ingredients and processing conditions has similar effects (see 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2).
In contrast to the above studies, Rudan et al. (1998) found that homogenization of milk or cream, at first- and second-stage pressures of 13.8 and 3.45 MPa, did not significantly affect the mean flowability of low-fat (---8.5%, w/w) LMMC over a 45-day ripening period. However, similar to the results of Jana and Upadhyay (1991), there was a significant reduction in the level of FO released on baking. The similar flowability of the control and the homogenized low-fat cheeses in the study of Rudan and Barbano (1998), despite the differences in FO, was probably due to the very low level of FO in all low-fat cheeses. The FO was --~0.25 or 0.6 and 3.9% of total fat for the homogenized-milk cheese, homogenized-cream cheese and the control low-fat cheeses at 40 days; the corresponding values for commercial LMMC ranged from - 1 0 to 40% of total fat, depending on FDM and age (Kindstedt and Rippe, 1990; Kindstedt, 1993). Thus, it is noteworthy that Tunick et al. (1993) reported that the interaction between fat content and homogenization pressure had a significant effect on the flowability of LMMC, ripened for 1 or 6 weeks. Homogenization of milk had little effect on the flowability of low-fat LMMC (--10%, w/w, fat) but impaired markedly that of regular LMMC with a higher fat level (----25%, w/w). The adverse effects of increasing the DE on the functional properties of heated cheese are due to the interaction of newly formed fat globules with the paracasein matrix. The effective protein concentration of, and the overall level of protein-protein interactions in,
412
C h e e s e as an Ingredient
the casein matrix are thereby increased (Guinee and Law, 2002). Consequently, it is expected that functional properties relying on displacement of contiguous layers of the casein matrix (e.g., flow and stretch) would be impaired by homogenization of the cheesemilk. Moreover, the recombined fat globule membrane stabilizes the newly formed fat globules to heat-induced coalescence (Guinee et al., 2000b). The consequent reduction in FO predisposes the cheese to dehydration during heating (Rudan and Barbano, 1998) and reduces the lubricating effect of oil on the surfaces of adjoining layers of the para-casein matrix during displacement. Thus, the adverse effects of homogenization on flowability and stretchability may be reduced (Lelievre et al., 1990) by: 9 lowering the homogenization pressure which has the effect of reducing the surface area of the fat phase and the number of newly formed fat globules; 9 preventing the casein micelles adsorbing at the fat-water interface by using a surface film of lecithin, which has the effect of making the newly formed globules more susceptible to heat-induced coalescence. Effect of whey proteins and casein-whey protein interaction on flowability In some cheese applications, softening or melt is essential but very limited flow, or a high degree of flow resistance, is required so as to preserve the shape and identity of the cheese. Examples of the latter include fried Paneer or Quesco Blanco, grilled or fried burgers containing cheese insets, deep-fried breaded cheese sticks, kebabs and casseroles in which the identity of cheese pieces following cooking is desirable (Chandan et al., 1979; Anonymous, 1999). Most other natural cheeses, especially when mature, are unsuitable for these applications owing to their excessive flow and oiling-off on cooking. In the case of cheese insets in deep-fried burgers, the latter attributes result in the melted cheese piece permeating the interstices of the coarse meat emulsion, and hence the inset looses its shape and visual effect in the cooked product (Guinee and Corcoran, 1994). Flow resistance in natural cheese is generally conferred by the presence of whey proteins, which may be included by several means: 9 in-situ denaturation of the whey proteins by HHT of
the cheese milk, e.g., ---65% of total whey proteins are denatured at 100 ~ • 120 s; 9 high concentration ultrafiltration (HCFUF) of milk, with or without H H T of the milk before UF or the retentate after UF, for cheese manufacture involving little or no whey expulsion (e.g., using the AL-curd coagulator);
9 addition of PDWPCs, prepared by HHT and acidification of whey, to the cheese curd (see 'High heat treatment of milk and denatured whey proteins'). High heat treatment of the milk (e.g., 95 ~ • 5 min) and the resultant incorporation of a high level of denatured whey proteins is a feature of the manufacturing process of acid-heat coagulated cheese types, e.g., Queso Blanco types and Paneer and some fresh cheeses such as Cream cheese (Guinee et al., 1993b; 'Acid- and Acid/Rennet-Curd Cheeses: Part A Quark, Cream Cheese and Related Varieties, Part B Cottage Cheese, Part C Acid-heat Coagulated Cheeses', Volume 2). In contrast, H H T of milk is not usually practised in the manufacture of rennet-curd cheese varieties, because of the impaired curdforming properties of the heated milk, higher moisture content of the cheese and, generally, higher fat losses (see Fox et al., 2000). Guinee (2002) showed that increasing the level of whey protein denaturation (WPD) from 3 to 13% total in the milk ('--0.3-1.0%, w/w, denatured whey protein in the cheese) had little, or no, effect on the flowability of reduced-fat Cheddar. Even though the moisture content of the cheese increased with increasing level of WPD, there was a marked decrease in the flowability on further increasing the WPD to ~30% total ( - ~ 2 . 4 % , w/w, denatured whey protein in the cheese). The stretchability of the molten reduced-fat Cheddar was reduced at all levels of WPD, with the effect increasing with the degree of WPD. Similarly, the flowability of Mozzarella cheeses prepared from H H T milk (e.g., ---5-35% WPD; Schafer and Olson, 1975) or from HCFUF milk retentates (e.g., 42-48%, w/w, dry matter; Covacevich, 1981; Madsen and Qvist, 1998), was markedly lower than the corresponding cheeses from control milk. Some cheeses may be produced from HCFUF retentates (often referred to as liquid pre-cheeses) which are treated with starter culture and/or rennet, and then placed in containers, or moulded either before (as in cast Feta) or after curd coagulation and further curd treatments (e.g., as in Blue- and Brie types, Cream cheese, Cheddar, Mozzarella). This method of production involves little or no loss of whey following treatment of the retentate and retention of most of the whey proteins (see 'Application of Membrane Separation Technology to Cheese Production', Volume 1). Maubois and Kosikowski (1978) described a method whereby Mozzarella cheese with stretch properties similar to those of a control cheese could be manufactured by HCFUF (to --~43% dry matter) and diafiltration at pH 5.8 (to reduce the calcium content); however, little information was given on experimental details or flowability. Covacevich (1981) described the manufacture of Mozzarella curd, which plasticized
Cheese as an Ingredient
satisfactorily, from HCFUF milk retentate (---42%, w/w, dry matter) which had been pre-acidified and salted prior to diafihration to reduce its Ca content. However, the flowability of the UF Mozzarella at 1 week was less than half of that of commercial Mozzarella (Covacevich, 1981). The UF cheese had a markedly lower pH (---5.15 versus 5.9) and lower levels of moisture ("-460 versus 510 g per kg) and MNFS than commercial Mozzarella, changes which could affect flowability adversely (Metzger et al., 2000a,b; Guinee etal., 2002). Similarly, Madsen and Qvist (1998) reported that the flowability of Mozzarella produced from a pre-cheese (48% dry matter) prepared by HCFUF of milk and containing 7%, w/w, whey protein was significantly lower than that of the control Mozzarella throughout a 5-week ripening period. The adverse effect was partly counteracted by increasing the level of casein breakdown in the cheese by treating the curd with a proteinase from Bacillus licheniformis or Bacillus subtilis (Neutrase| The addition of denatured whey proteins (prepared by the Centriwhey process or by HHT of reconstituted WPC) at a level of 0.3-0.4%, w/w, to the cheese milk for LMMC, markedly reduced the flowability and/or the stretchability, and increased the apparent viscosity, of the melted cheese (Punidadas et al., 1999; Meade and Roupas, 2001). McMahon et al. (1996) reported different effects for added whey protein preparations, Simplesse | D100 and Dairy-Lo | on the flowability of low-fat (4-5%, w/w) Mozzarella cheese. At most times during a 28-day storage period, the flowability of the cheese containing Simplesse | was numerically, but not significantly, higher than that of the control while that of the cheese with added Dairy-Lo | was lower than that of the control. The latter trend is probably a consequence of: 9 a higher level of whey protein in the Dairy-Lo| containing cheese (estimated at 0.6%, w/w, versus 0.23%, w/w); 9 the HHT of Dairy-Lo| milk relative to the control and Simplesse| milks; 9 differences in the size of whey protein particles and their spatial distribution in the cheese matrix (McMahon et al., 1996); 9 the degree of interaction of the whey protein particles in the different preparations with the para-casein matrix, as affected by factors such as pH and calcium level (Jelen and Rattray, 1995). The adverse effects of whey proteins on the functionality of heated cheese are probably due to their ability to undergo self-aggregation or aggregation with the paraK-CN in the concentrated acid cheese environment to form aggregated protein structures (pseudo-gels) at the
413
high temperature (typically--~98~ reached during baking/grilling. The tendency to aggregate and gel is probably accentuated by the high content of soluble calcium in the cheese (Doi et al., 1983; Jelen and Rattray, 1995). On setting, these structures would impede displacement of adjacent layers of the para-casein matrix and thereby flow of the molten cheese mass. The formation of some type of aggregate or pseudo-gel is supported by the results of dynamic viscoelastic analysis on heating reduced-fat Cheddar cheese from 20 to 90 ~ At temperatures >61 ~ the phase angle, 6, decreased and G' increased uncharacteristically at a DWP level >1%, w/w, in the cheese (Guinee, 2002). A similar trend for 6 was observed by Horne et al. (1994) for Cheddar cheese prepared from HHT milk (110 ~ • 60 s). These trends suggest an abrupt increase in elasticity, and a decrease in fluidity, as a result of some aggregation/gelation at a temperature >61 ~ Browning of cheese as a consequence of the Maillard reaction
Maillard browning essentially involves reactions between an aldehyde group (e.g., of reducing sugars such as lactose and galactose) and a free amino group (e.g., or- or e-amino groups of amino acids, peptides and protein) and other reactive N-groups (O'Brien, 1995). Browning may occur sometimes during storage of the unheated cheese (e.g., Parmesan, Romano) or processed cheese (Piergiovanni etal., 1989; Younis etal., 1991; Abd E1-Salam et al., 1996; Gopal and Richardson, 1996) but more frequently on heating, e.g., Mozzarella and other cheeses made with a thermophilic culture and PCPs or ACPs. While slight browning of cheese may be desirable in some cooked applications (e.g., lasagna, pizza, crustinis), intense (dark) browning is unacceptable from aesthetic and nutritional viewpoints. Browning rarely occurs on cooking rennet-curd cheeses made with a mesophilic culture (e.g., Cheddar) since these have little or no residual sugars, even after a very short ripening time, e.g., > 14 days (Torres et al., 1995). However, these cheeses may be susceptible to browning on heating if residual lactose persists in the cheese as a result of excessive salt, which inhibits starter metabolism (Thomas and Pearce, 1981; Jordan and Cogan, 1993). Moreover, in the absence of reducing sugars, aldehyde groups, resulting from degradation of amino acids or FFAs (Fox et al., 1996; Fox and Wallace, 1997), may pre-dispose the cheese to heatinduced browning, especially if the cheese is mature and has a high concentration of amino acids. Cheeses made using galactose-negative thermophilic starters (e.g., most strains of Streptococcus thermophilus and Lacobacillus delbruechii subsp, bulgaricus) are very susceptible to Maillard browning, especially during
414
Cheese as an Ingredient
heating. Hence, Parmesan or Romano cheeses, which may contain residual galactose and free amino acids, are usually dried at a low temperature (e.g., <40 ~ to minimize the risk of brownish discolouration. Browning of Mozzarella cheese during cooking and its causes are discussed in 'Pasta-Filata Cheeses', Volume 2. Browning frequently occurs on cooking PCPs and ACPs, especially those with a high concentration of lactose or other reducing sugars added via ingredients such as maltodextrins, skim milk or whey powder, WPCs, milk protein or unfermented milk ultrafiltrates (Thomas, 1969; 'Pasteurized Processed Cheese and Substitute/Imitation Cheese Products', Volume 2). Owing to their generally higher pH, high concentration of lactose and buffering capacity (associated with added sodium phosphates), PCPs are probably more prone to Maillard browning during storage and cooking than natural cheeses.
Cheese ingredients are prepared by subjecting cheese to either: 9 minimal primary processing involving a macrostructural change by the application of some physical form of comminution (e.g., as for diced, grated or shredded cheeses), or 9 more elaborate secondary processing involving processes (e.g., heating, shearing) and/or agents (e.g., enzymes, emulsifying salts) which lead to marked changes in microstructure, composition, levels of proteolysis and lipolysis, texture, flavour and/or physical form. The various types of cheese ingredients listed in Fig. 1 can be arbitrarily categorized as comminuted cheeses, dehydrated cheese ingredients (DCI) and concentrated cheese flavours (CCF) which comprise different types of enzyme-modified dairy ingredients (EMDI). Sometimes, EMDIs, such as EMC, may be dried for convenience of use (e.g., dry-blending with powdered formulations such as soups and cake mixes) and consequently fall into the category of DCI. The following sections focus mainly on DCIs and EMDIs. Little published information is available on the properties (e.g., free-flow, fines levels, shelf-stability) of comminuted cheese forms and how these are affected by the characteristics of the cheese. However, factors that affect the shreddability of Mozzarella cheese are discussed in 'Pasta-Filata Cheeses', Volume 2; moreover, much information on the physical properties of comminuted cheeses can be gleaned from an understanding of the fracture properties of cheese, which are discussed in 'Rheology and Texture of Cheese', Volume 1 and
'Rheology-Based Functional Properties of Unheated Cheese'. Dehydrated cheese ingredients (DCls): dried cheeses and cheese powders
The DCIs are industrially produced cheese-based ingredients which were developed during the Second World War as a means of preserving cheese solids under conditions to which natural cheese would not normally be subjected, e.g., temperature >21 ~ for a long time period. There are currently three main types of DCIs, namely, dried grated cheeses, cheese powders and dried EMCs. More recently (Anonymous, 1999; King, 1999), freeze-dried cheese pieces (e.g., cubes) have been developed as commercial products. Today, DCIs are of major economic importance owing to their ubiquitous use as flavouring agents and/or nutritional supplements in a wide range of foods (Duxbury, 1991; Lewin, 1996; Missel, 1996; King, 1999). These include bakery products, biscuits, dehydrated salad dressings, sauces, snack coatings, soups, pasta dishes, savoury baby meals, cheese dips, au gratin potatoes and readyprepared meals. Other uses are their inclusion in processed and analogue products as flavouring agents or as a functional ingredient in powdered instant cheese preparations, which can be reconstituted by the consumer for the preparation of instant functional cheeses (e.g., pizza type) for domestic use. Advantages over natural cheeses as an ingredient in the above applications areas include:
(i) convenience of use by fabricated food manufacturers. Dehydrated cheese ingredients can be applied easily to the surface of snack foods (e.g., popcorn, potato crisps, nachos) or incorporated into fabricated food formulations, e.g., by dry-mixing with other dry ingredients such as skim milk powder (e.g., as in dried soup, sauce or cake mixes) or blending into wet formulations. In contrast, natural cheeses require size-reduction prior to their use in these applications. (ii) their longer shelf-life, owing to their lower water activity (aw), than natural cheese. The aw for natural cheeses ranges from - 0 . 9 9 for Quarg to 0.917 for Parmesan (Ruegg and Blanc, 1981); from - 0 . 9 3 to 0.97 for PCPs (Kautter etal., 1979; Tanaka et al., 1979; Eckner et al., 1994), and from ---0.2 to 0.3 for various dairy powders (Spiess and Wolf, 1983). The relatively high stability of cheese powders allows them to be stored for a long period without alteration or deterioration in quality. In contrast, the changes which occur in natural cheese during storage may influence its processability (e.g., ability to be size-reduced, its inter-
C h e e s e as an Ingredient
action with other ingredients) and flavour profile and intensity. Hence, compared to natural cheese, cheese powders lend themselves to easier inventory management, set-manufacturing methods and end-products with consistent quality in large-scale manufacturing operations. (iii) the greater diversity of flavour and functional (e.g., mouth-feel) characteristics that can be obtained from a cheese powder, made possible by the use of different cheese types, EMCs and other ingredients in its preparation. Dehydrated cheese ingredients may be classified into three types, depending on the ingredients used: (i) Dried grated cheeses (e.g., Parmesan, Romano); (ii) Cheese powders, which may be natural (made using natural cheeses, emulsifying salts and, optionally, natural cheese flavours) or extended, which incorporate other ingredients, such as dairy ingredients (e.g., skim milk solids, whey, lactose), starches, mahodextrins, flavours, flavour enhancers and/or colours. Alternatively, cheese powders can be classified according to the proportion of cheese solids, as a % of total dry matter: high cheese solids (i.e., ---95%, w/w), medium cheese solids (>50%, w/w) or low cheese solids (<50%, w/w; Missel, 1996). (iii) dried EMCs. Dried cheeses
Dried grated cheeses are normally used as highly flavoured sprinklings (e.g., for pasta dishes) and in bakery products, e.g., biscuits. Essentially, the production of these products involves fine grinding of hard cheeses and conveyance of the ground cheese to a dryer (usually fluidized bed-type) where it is exposed to low humidity air (e.g., 15-20% relative humidity) at an air inlet temperature <30 ~ Under these conditions, the vibrated cheese is dehydrated rapidly and evaporatively cooled, thereby reducing the risk of fat exudation, the tendency to bailing/clumping and browning. The dried grated cheese (typically 17%, w/w, moisture) is generally pulverized and packaged under nitrogen to reduce the risk of oxidative rancidity during distribution and retailing. High moisture levels (e.g., >21%, w/w) are conducive to clumping and offflavour development, especially if the powder is exposed to air (Hermann, 1993). Certain properties are required for the production of dried grated cheeses, i.e., relatively low levels of moisture (e.g., 30-34%, w/w) and fat-in-dry matter (e.g., 39%, w/w), brittleness and elastic fracture characteristics. These properties lend themselves to efficient size reduction on grinding, minimize the susceptibility
415
to fat exudation and sticking of the cheese particles and contribute to efficient drying and a homogeneous product free of clumps. An intense cheese flavour is also a desirable characteristic. Generally, dried grated cheeses are used in small quantities, as sprinklings, with the objective of imparting a strong cheese note to pasta dishes, soups and casseroles. The cheeses which meet these criteria best are Parmesan and Pecorino cheeses, because of their composition, fracture properties and their strong, piquant, lipolysed flavour. In the Pecorino cheeses the latter characteristic ensues mainly from the addition of pre-gastric esterases (PGEs; from kid, goat or lamb) to the cheese milk, which preferentially hydrolyse the short chain fatty acids (C4-C8, especially butyric) from milk fat triglycerides during cheese maturation. High levels of butyric acid (i.e., 1500-2000mg per kg cheese) endow Romano cheese with its peppery piquant flavour (Fox and Guinee, 1987). Parmesan is produced from raw milk and ripened for a long time (--~2 years) and lipolysis is due mainly to the indigenous lipase. Owing to their generally lower firmness and high levels of moisture and FDM, cheeses such as mature Cheddar (moisture and F D M - "--37 and 52%, w/w, respectively) or Gouda (moisture and FDM "--41 and 48%, w/w, respectively) are unsuitable for drying. These characteristics render the cheese susceptible to fat exudation and clumping during grinding and drying. However, these cheeses also may be grated and dried provided that they are first shredded and blended with Parmesan or Roman-type cheeses before grinding. The moisture content of dehydrated grated cheese may be reduced further from 17%, w/w, by using the Sanders drying process (Kosikowski and Mistry, 1997). The grated cheese powder, placed on trays which are conveyed through a drying tunnel, is exposed to hot air which heats the cheese particles to 63 ~ and reduces the moisture content to --~3-4%, w/w. High-moisture (82%, w/w) cheeses such as Cottage cheese may also be dried directly to 3-4%, w/w, moisture, by first pulverizing and then subjecting them to specialized spray-drying operations (e.g., Silo spray drying using the Birs Dehydration Process; Kosikowski and Mistry, 1997). These low-moisture, dried natural cheeses are generally used for nutritional supplementation of foods, e.g., dried baby meals. Freeze-dried formats of a number of different cheeses such as mature Cheddar, Gloucester, Stilton and oaksmoked Cheddar are now produced commercially (Anonymous, 1999; King, 1999). The benefits of freezedrying, compared to air-drying or spray-drying, include: 9 the retention of volatile flavour compounds (e.g., degradation products of FFAs and amino acids),
416 Cheese as an Ingredient Cheese powders Manufacture. The manufacture of cheese powders essentially involves the production of a pasteurized processed cheese slurry (40-45%, w/w) which is then spray-dried (Fig. 9). The individual processing steps have been described (Hedrick, 1981; Guinee et al., 1993a, 1994; Missel, 1996; Darrington, 1999) and are discussed briefly below.
9 the ability to dry cheeses in the form of croutons, cubes or pellets, which convey an image of cheese pieces and greater naturalness compared to powder and are convenient to use (such pieces can be individually wrapped and added to soups and other products by the consumer), 9 the crunchy light texture of the dried cheese pieces which makes them easy to disperse (by rubbing between the fingers) as a topping and to re-hydrate allowing fast flavour release in the mouth.
(a) Formulation of the slurry blend. The blend usually consists of comminuted natural cheese(s), ,water, emulsifying salts, flavouring agents, flavour enhancers, colours, anti-oxidants such as propyl gallate, butylated hydrozyanisole (BHA) and/or filling materials such as
The production of freeze-dried cheese involves size reduction to the required format, layering onto trays, freeze-drying to - 3 % , w/w, moisture and packaging.
I Cheese I
so..~
i
whey / ~ buttermilk I ~ ~
Comminution I
skim milk J /
caseina~/~ ~
/Maltodextrin / I~ starches 2
\ -.. ~Formulation -.
/Flavours& ~ I ( flav~ enhancers~ I
/
/
~
(/~-Q Water ~
I
EMDIs I I NaCI I I yMeSGtextract/~j)
<
'~ salts /)
I I
I
I
Jf Dissolving tank (cooker)
~.__~fr Colours "'/ antioxidants | ee-flow agent~
Heat and shear
( Steam )
:> Jf
Hot molten slurry (35-45%, w/w, dry matter; 75-85 ~ Homogenization
~k
Atomization
',k
Spray-dry Cheese powder (>96%, w/w, dry matter) Outline of production processfor cheese powder.Abbreviations:EMDIs, enzyme-modifieddairy ingredients;MSG, monosodium glutamate.
C h e e s e as an Ingredient
whey or skim milk solids, starches, maltodextrins and butter-fat. In addition to antioxidants, fat encapsulation technology, which reduces the level of free fat in the powder, may be used to reduce the susceptibility to oxidative rancidity. The type and the level of ingredients used in the formulation depend on powder type (e.g., natural or extended), wettability and solubility characteristics and application (Anonymous, 1991). Typical formulations of the slurries required for natural and extended cheese powders with different levels of cheese solids are given in Table 4. The flavour profile and intensity of the final cheese powder is determined by the type(s) of cheese used and the type(s) and level(s) of other flavouring agents (such as EMC, hydrolysed butter-fat, starter distillates) and flavour enhancers (e.g., sodium chloride, monosodium glutamate, autolysed yeast extract). Generally, mature cheese with an intense flavour is used so as to impart a strong flavour to the final product. Apart from their lack of flavour-imparting properties, young cheeses with a high level of intact casein are unsuitable as they result in very viscous slurries, which are difficult to atomize and dry efficiently. Filling materials in extended cheese powders are usually added to replace cheese solids and thereby reduce the formulation costs. However, they may influence the flavour, wettability and mouth-coating characteristics of the product in which the cheese powder is used. (b) Processing of the blend and slurry formation. Processing principles and technology are similar to those used for the manufacture of PCPs. Processing involves heating the blend (using direct steam injec-
417
tion) to a temperature of---75-85 ~ in a processed cheese-type cooker, or in large (e.g., 5000 L) 'dissolving tanks' (e.g., Limitech) with shearing blades, while continuously shearing (e.g., at 1500-3000 rpm). Maintaining the temperature <85 ~ minimizes the loss of flavour volatiles and the risk of browning, especially in formulations containing high levels of lactose or high dextrose equivalent (DE) maltodextrins. The blend is worked until the hot fluid slurry is homogeneous in colour and consistency. The levels of fat and protein, pH and degree of hydration of the constituent ingredients are the main factors that control the viscosity of the cheese slurry. The viscosity in turn has a major influence on its tendency to foam and the levels of occluded and interstitial air in the resultant powder. High-viscosity slurries (e.g., 3.0 Pas) have less propensity to foam and thus give lower levels of air in the powder compared to low-viscosity (e.g., <0.3 Pas) slurries (Masters, 1976; Tetra Pak Processing Systems, 1995). Incorporation of air should be avoided as it affects the physical (bulk density) and instant (wettability, dispersability) characteristics of the powder and its susceptibility to oxidation on storage (Masters, 1976; Tetra Pak Processing Systems, 1995). The air content of the cheese powder is also influenced by the presence of ingredients which tend to promote (e.g., undenatured whey proteins) or depress (e.g., fat, food-grade antifoaming agents) foaming. However, for a given formulation, air incorporation may be minimized by de-aerating the slurry prior to spray-drying and by using the appropriate type of atomizer, e.g., a pressure nozzle rather than a rotary disc atomizer (J. Kelly, personal communication).
Typical formulations for cheese powders with low (25.5%, w/w, of total), medium (54.3%, w/w, of total) and high (95.4%, w/w, % of total) levels of cheese solids
Level of ingredients added during formulation (%, w/w, of total blend), prior to processing and drying
Ingredient
Low cheese solids powder
Medium cheese solids powder
High cheese solids powder
Mature Cheddar Extra-mature Cheddar Enzyme-modified cheese paste Enzyme-modified cheese powder Whey powder Skim milk powder Maltodextrin Emulsifying salt Sodium chloride Butylated hydroxyanisole Water and condensate
20.0 1.0 12.0 8.0 16.5 1.5 1.0 0.2 39.6
17.0 19.0 0.2 2.0 5.0 3.8 11.0 1.5 1.0 0.4 39.1
32.0 33.0 -
Based on data from Guinee et aL (1993a).
2.0 0.5 0.5 32.0
418
Cheese as an Ingredient
(c) Homogenization of the slurry. This step is optional but is commonly practised to ensure homogeneity of the slurry. The pressures applied (typically 15 and 5 MPa, first and second stages, respectively) have a major influence on the viscosity of the slurry, with higher pressures generally imparting higher viscosity for a given level of dry matter. (d) Spray-drying of the slurry. Several spray-drying processes (e.g., single stage or two stage) and dryer configurations (e.g., tall-form, filter mat, silo-form) may be used. The different processes and their operations (e.g., atomizer type and pressure, air-flow direction, air inlet and outlet temperatures, air humidity) influence the physical (e.g., bulk density, wettability and solubility) and flavour characteristics of the cheese powder. The wettability and solubility characteristics are important in applications requiring reconstitution of the cheese powder, e.g., ready-prepared soups, sauces and baby foods. Typical air inlet temperature ranges from 180 to 200 ~ and air outlet temperature from 85 to 90 ~ depending on the dryer type. The powder is cooled to <---20 ~ in an external fluidized bed, using dehumidified air before packaging. The moisture content of the dried powder is typically 3.0-4.0%, w/w, and generally decreases with increasing outlet air temperature. A high outlet temperature (>95 ~ for a tall form dryer) should be avoided to minimize Maillard browning, loss of flavour volatiles, loss of wettability characteristics, excessive oiling-off and free fat formation. Free fat in the cheese powder leads to lumpiness, flow problems and flavour deterioration. Commercially, cheese powders are normally manufactured using two-stage drying systems, e.g., filtermat (box) dryers are used frequently in the USA while tallform dryers with one or more integrated fluidized beds are commonly used in Europe. While the operating conditions of these dryers influence the quality of the final cheese powder, the tall-form dryer is generally considered to give better flavour retention, larger powder particles and better powder flowability. Conventional single-stage dryers are rarely used, except for experimental purposes, because of the high outlet air temperature (e.g., >95 ~ necessary to achieve the low moisture content (---4%, w/w) required. However, single-stage silo-dryers (with the drying tower ---70-m high compared to --~10 m for the tall-form dryer) may be used, as in the Birs Dehydration Process (Kosikowski and Mistry, 1997), where the drying air at 0-30 ~ is de-humidified. The moisture content of the powder emerging from the tower is ---10%, w/w, and is reduced to ---4%, w/w, in smaller drying chambers. The main advantages of this process over conventional
two-stage drying is that it results in improved colour stability and enhances flavour retention, especially in products with a high level of volatile flavour compounds (e.g., Cottage cheese, yoghurt). Applications of cheese powders. Cheese powders are generally used as flavouring ingredients in a wide variety of foods, especially snack coatings (e.g., pop corn, nachos, tortilla shells), extruded snacks, cheese sauces, soups, savoury dressings and savoury biscuits (Missel, 1996). The development of 'bake-stable' cheese powders is claimed to overcome problems (e.g., unpredictable rise during the baking of crackers, off-flavour development during the production of extruded pelleted snacks) encountered during high-temperature processing (Lewin, 1996). In snack foods, application involves dusting on the powder after the snack has been lightly sprayed with vegetable oil. In cheese sauces, the level of cheese powder is typically 5-10%, w/w, depending on the flavour intensity of the cheese powder and the types and levels of other flavouring ingredients in the formulation. Generally, the cheese powder, at these levels, has little influence on the rheological properties of the resultant sauces; the latter properties are controlled mainly by the types and the levels of starchy materials used (Guinee et al., 1994). Cheese powders may be also combined with various spices, such as cumin, garlic, chilli or onion, for the production of seasonings or savoury additives (Anonymous, 1993; Lewin, 1996; Mortensen, 1999). Enzyme-modified dairy ingredients: enzyme-modified cheese
Natural cheeses have certain limitations as a food ingredient: (i) low flavour stability due to ongoing biochemical/microbiological changes during storage, (ii) flavour inconsistency (e.g., due to changes in cheese composition), (iii) insufficient flavour strength to enable small quantities to impart a strong cheese flavour, (iv) the high cost due to the relatively long ripening time for most cheese varieties and the high usage level required to impart a given cheese flavour intensity to foods and (v) the necessity to comminute cheese prior to its application and the fact that cornminuted cheese is not suited to the bakery and the snack food industries which are large users of cheese. These deficiencies led to the development of EMC, by exploiting the natural biochemical cheese flavour development pathways through enzyme technology, which resulted in cheese flavour intensities of up to 30-fold that of the corresponding natural cheese (Kilcawley et al., 1998; Kilcawley, 2002). Enzyme-modified cheeses can be defined as concentrated cheese flavour ingred-
Cheese as an Ingredient
419
ients, which offer a cost-effective alternative to natural cheese as a source of cheese flavour. Enzyme-modified cheese variants of many natural cheeses, such as Cheddar, Blue, Romano, Parmesan, Colby, Gouda, Camembert, Mozzeralla, Gruyere, Brick and Emmental are available commercially (Freund, 1993; Holdt, 1996; Kilcawley et al., 1998). However, little scientific information is available on the types of enzymes and their specificities, enzyme dosage levels, substrate characteristics and process conditions. Most of the information relating to these parameters remain proprietary to individual manufacturers.
as: (i) chemical substances with flavouring properties obtained by either chemical synthesis or isolated by chemical processes and which are chemically identical to a substance naturally present in material of vegetable or animal origin and/or (ii) by chemical synthesis, but which are not chemically identical to a substance naturally present in material of vegetable or animal origin (European Union, 1998).
Applications Enzyme-modified cheeses are used principally as flavouring agents in industrial-based cheese products/ingredients such as PCPs, cheese substitutes/imitations, cheese powders, soups, sauces, dips, salad dressings, snack coatings, crackers and in prepared and semi-prepared foods. There has been a marked increase in the production of EMCs in recent years. This market continues to expand due to consumer demand, as modem life-styles have reduced the time available to prepare food in the home and increased the amount of food eaten outside the home (Cowan and Cronin, 1999). Legislation regarding the labelling of products containing EMCs varies between the USA and Europe. Enzyme-modified cheeses can be classified into two groups: EMCs per se which are produced by natural processes (e.g., enzymatic hydrolysis and fermentation) and EMC-WONF (with other natural flavours) which are similar to EMC but contain chemically synthesized nature-identical flavours, frequently referred to as 'top notes' in the industry. It is generally assumed that these substances are produced or isolated by chemical processes to mimic natural flavour compounds (Freund, 1995). In the USA, EMCs received GRAS (generally regarded as safe) status in 1969, and since 1970 have been added to specific categories of pasteurized process cheese, non-standard cheese products such a nontraditional reduced-fat or fat-free products and to various prepared foods. Non-standard cheeses include cheese products for which standards of identity do not exist (Code of Federal Regulations, 1986). There are no EU standards relating to the classification of EMDIs, including EMCs. However, a European Union Directive (European Union, 1998) classifies EMC as a 'flavouring preparation' which is defined as a substance obtained by physical, enzymatic or microbiological processes from material of vegetable or animal origin, either in the raw state or after processing for human consumption, by traditional food-preparation processes. Enzyme-modified cheeses with other natural flavours are classified as 'flavouring substances' which are defined
(i) Production of a cheese curd, as in conventional cheese manufacture; (ii) Formation of a paste substrate (typically, 400-600 g per kg dry matter) by blending the curd with water and emulsifying salts. Additional sources of fat and protein are often added as substrates for flavour generation or to enhance other characteristics, such as consistency and texture. Manipulation of compositional parameters is an integral feature of EMC production; (iii) The cheese paste substrate is usually pasteurized (e.g., 72-80 ~ for 10-20 min) to inactivate the existing cheese microflora and enzymes. Pasteurization reduces the risk of flavour inconsistencies due to variations in strain composition and populations of starter culture, NSLAB and residual enzyme activities (e.g., chymosin) in cheese curds; (iv) Often, the pasteurized cheese paste is homogenized to increase the surface area of fat available for optimal lipolysis; first and second stage pressures vary, e.g., 15-25 MPa and 5 MPa, respectively; (v) Treatment of the pasteurized cheese paste with the desired enzymes (blend of proteinases, peptidases, lipases) to give the required flavour profile and intensity in the final EMC. Starter cultures may be used to give more authentic natural cheese flavours but they are usually added in combinations with enzymes; (vi) Incubation of the pasteurized cheese paste. Process parameters are typically 25-45 ~ with constant slow agitation for --~1-4 days at pH 5-7; (vii) Pasteurization of the enzyme-treated paste to inactivate added enzymes and thereby to preserve the generated flavour characteristics with minimal change on storage; (viii) Homgenization of the hot pasteurized paste to reduce the tendency of phase separation on subsequent storage and thus to ensure product homogeneity. The homogenized cheese paste, known as EMC paste, may be then packaged, usually in opaque materials to minimize the risk of oxidative
Technology and manufacture The general manufacture of EMC typically involves the following steps (Fig. 10):
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rancidity and off-flavour development and stored at refrigeration temperatures; (ix) The EMC paste may be dried to give an EMC powder, which has a longer shelf-life than the paste and can be stored at room temperature. Powdered products are better suited for applications involving dry blending with other ingredients. There are several different industrial approaches to EMC manufacture, which are outlined in Fig. 10. The one-step process involves a single substrate which is hydrolysed simultaneously by proteolytic and lipolytic enzymes to the desired final flavour (Fig. 10a). Alternatively, a two-step process may be used in which a single substrate is hydrolysed initially by proteolytic enzymes and subsequently by lipolytic enzymes to create the final product (Fig. 10b). The two-step process offers more controlled flavour production by reducing the possibility of lipase degradation (by proteinases) and preventing the pH from falling below the optimum for proteolytic activity by neutral proteinases. A high level of lipolysis is an integral feature of EMC production, which increases the concentration of FFA, leading to a marked reduction in pH (Kilcawley, 2002). The component process involves the independent hydrolysis of individual substrates by either proteinases or lipases and their subsequent combination (Fig. 10c). This process enables the creation of a range of different product types from two substrates. A further alternative approach is often used for Blue mould-type EMC flavours only. This method involves the submerged aerobic fermentation of various milkfat substrates, such as high fat cream, with Penicillium roqueforti (Nelson, 1970; Dwivedi and Kinsella, 1974). This technology is based on the development of a highly lipolysed product, which directly provides flavour and aroma components associated with Blue cheese flavours, such as butyric acid and precursors of key methyl ketones known to be critically important in Blue cheese flavour. Commercially, blue mould cheese flavour is produced primarily for use in Blue cheese-flavoured dips and salad dressings.
Flavour generation M EMC production It is recommended that natural cheese of the same variety as the type of flavour desired in the EMC should be used as the substrate so as to ensure product consistency and quality (West, 1996). The age of the cheese used as the substrate is also important as young cheese is cheaper but lacks flavour compounds associated with the development of a more authentic natural cheese flavour. Emulsification of the substrate optimizes enzyme activity, in particular lipolysis, which is significantly more important in EMC production than in most natural
421
cheese varieties (Kilcawley et al., 2001; Kilcawley, 2002). Lipolysis generates key volatile flavour compounds, i.e., compounds with a low flavour threshold such as fatty acids, esters, alcohols, lactones and ketones (Fox et al., 1996; Wallace and Fox, 1998; Curioni and Bosset, 2002) which contribute significantly to both the aroma and the flavour of cheese and are therefore directly related to its perceived 'intensity' of flavour. A highly emulsified substrate is generally achieved by homogenization and increases the surface area available for lipolysis. The use of emulsifying salts is necessary to provide a stable emulsion and the salts typically used are those that bind calcium weakly, such as disodium phosphate, trisodium phosphate and trisodium citrate. These salts are not actually emulsifiers per se, but with the aid of heat and shear convert insoluble calcium para-casein to an active hydrated form capable of binding water. Emulsifying salts can also be used to adjust the pH of the substrate to a level optimal for the enzymes used in the process, thereby further accelerating flavour development. In EMC production, an excessive level of hydrolysis may adversely affect emulsion stability and thus influence rate of flavour development. To alleviate this problem, preliminary work is often necessary to optimize the level of emulsifying salts, enzymes and substrate composition. Many EMC products are produced with the inclusion of flavour additives, often called 'top notes' in the industry, to create a diverse product portfolio or to match a particular requirement. These EMCs are classified as EMC-WONE The most commonly used 'top notes' are monosodium glutamate and yeast extracts which are a source of free glutamic acid, which is known to mask bitterness and enhance the perception of flavour (Kilcawley, 2002). Organic acids such as acetic, butyric, propionic, valeric, lactic acids and diacetyl are also widely used to impart specific flavour notes to EMC products. These 'top notes' are used not only to impart specific flavours or enhance flavour, but also to harmonize the flavour of other ingredients, thus creating a more balanced overall flavour profile (Buhler, 1996). The widespread use of these compounds in EMC-WONFs, as evident from the work by Kilcawley et al. (2000, 2001), indicates that it may be difficult or uneconomical to match specific flavour requirements by enzyme technology alone. The relationship between the various commercially available EMC flavours and their corresponding natural cheese varieties is somewhat dubious. Hulin-Bertaud et al. (2000) carried out a detailed descriptive sensory analysis on 15 commercial Cheddar-type EMCs and were able to separate them into five separate clusters based on their sensory characteristics. This work highlighted major sensory differ-
422
C h e e s e as an Ingredient
ences between commercial EMC products marketed as having Cheddar flavour and also showed that none had a flavour identical to that of natural Cheddar cheese. The composition, flavour-forming reactions and flavour components of EMCs have been reviewed extensively (Talbott and McCord, 1981; Kilara, 1985; Moskowitz and Noelck, 1987; Grueb and Gatfield, 1989; Takafuji, 1993; Kilcawley et al., 1998). Enzymes used in EMC manufacture. The enzymes used in the EMC production process have major implications for the intensity and the type of flavour developed. These enzyme preparations contain proteinases, peptidases and lipases and act on casein and fat to produce flavour components and precursors of flavour components (peptides, free amino acids, amines, aldehydes, alcohols, ammonia, FFAs, ketones, lactones, esters and alcohols). A wide range of commercial enzymes are available, derived from plant, animal or microbial sources. Most of the enzymes used in EMC production are derived from microbial and/or animal sources. Plant enzymes are not generally used as they are comparatively impure and expensive, due to large volumes of plants required to produce sufficient amounts of enzyme. The choice of enzyme depends upon a number of factors, such as desired flavour, type and composition of substrate, cost and processing equipment available.
Proteinases/peptidases. Quite a number of commercial microbial proteinases are available for EMC production, most of which are derived from either Bacillus or Aspergillus species and are therefore neutral or acidic in nature. Bacillus proteinases have been implicated in the development of bitterness in cheese and cheese products, and this has precluded their use to some extent in EMC manufacture (West, 1996). Studies by Kilcawley et al. (2002a) have shown that some commercial proteinase preparations from Bacillus spp. lack general aminopeptidase and post-proline dipeptidyl aminopeptidase activities, which are critical in the degradation of bitter peptides. However, the use of proteinases derived from Bacillus spp. is not a problem if used in conjunction with commercial peptidase preparations that contain general aminopeptidase and proline-specific peptidases. Peptidase preparations from Lactococcus lactis have been shown to contain high levels of post-proline dipeptidyl aminopeptidase activity, and peptidases from Aspergillus spp. contain high levels of general aminopeptidase activity (Kilcawley et al., 2002b). Therefore, a cocktail of peptidases derived from both sources provides suitable peptidase activities to prevent the accumulation of bitter peptides.
Lipases. Lipolysis is very important in EMC production due to the production of volatile compounds, which are necessary in providing the perception of cheese flavour to a product to which EMC is added. Lipases are available from two main sources, animal and microbial. The most significant animal lipases are those isolated from bovine and porcine pancreatic tissues or the pre-gastric tissues of kid goat, lamb and calf (Nelson et al., 1977). Different-PGEs produce characteristic flavour profiles: calf PGE generates a 'buttery', slightly 'peppery' flavour, kid PGE generates a sharp 'peppery' flavour, often called 'piccante', whilst lamb PGE generates a 'dirty sock' flavour, often called 'pecorino' flavour (Birschbach, 1992). The use of animal lipases can often limit the application of products as they do not have vegetarian or Kosher status. Kosher status can be important, particularly in the USA, as these products are often perceived by consumers as being of higher quality than non-Kosher products. Microbial lipases are enzyme preparations derived from yeasts, moulds or bacteria, e.g., Rhizomucor miehei, Rhizopus arrhizus, Aspergillus niger, Aspergillus oryzae, Geotrichum candidum, Penicillium roqueforti, Achromobacter lipolyticum, Pseudomonas spp., Staphylococcus spp. and Candida cylindracea (Birschbach, 1994). Microbial lipases are generally cheaper than animal lipases due to lower production costs and have the added advantage of being suitable for use in vegetarian and Kosher foods and also do not contain amylases which may cause problems in foods to which EMCs are added (West, 1996). Commercial lipase preparations for potential use in EMC manufacture have been discussed by Kilcawley et al. (2002b). The selectivity of microbial lipases tends to vary with species and is an important facet in their choice in EMC flavour development, as differing ratios of FFAs impart characteristic flavours. However, it should be noted that extensive levels of lipolysis can lead to non-selective release of FFAs resulting in the development of similar lipolytic flavour profiles despite the use of lipases with different acyl selectivities. A major factor responsible for this is the migration of individual fatty acids on a glyceride, resulting in non-specific release of fatty acids. The effect of acyl migration can be markedly reduced by limiting the level of lipolysis or by using fat substrates of varying FA composition, e.g., the inclusion of vegetable fats with milk fat. It is now also possible to create structured lipids, i.e., lipids that contain specific fatty acids at precise positions on triglycerides. Interesterification catalysed by enzymes appears to offer the greatest potential and involves the exchange and redistribution of acyl groups among the lipid triacylglycerols. Using this approach, it is possible to enrich a fat substrate with specific fatty acids, known to impart flavour, nutritional
Cheese as an Ingredient
or functional characteristics (Balcao and Malcata, 1998; Bosley, 1999) and therefore possibly expand the use of EMC as an ingredient. Another problem associated with high levels of lipolysis is the production of surface active agents, e.g., mono- and diglycerides and soaps of FFAs, which inhibit lipolysis by blocking the interface between the lipase and the fat. This can reduce the rate of lipolysis, but can be alleviated by the addition of calcium salts which promote the formation of insoluble calcium soaps (Kilara, 1985). Starter cultures u s e d in EMC production.
Starter
cultures are used in the commercial production of EMCs but details on the type, concentration and pretreatments of cultures used are not available publicly. It can be assumed that the use of starter cultures in EMC production is analogous to the role of attenuated starter cultures to accelerate the ripening of natural cheese, i.e., they are added as an additional source of flavour-generating enzymes (Kilcawley et al., 1998). Lee et al. (2001) demonstrated the potential of producing strongly flavoured Cheddar-type EMC using exogeneous enzymes in combination with Lactobacillus helveticus DPC 4571 using a two-step process. Dried EMC
Enzyme-modified cheeses may be dried to extend shelf-life and/or for ease of use in specific ingredient formulations. However, the preparation of dried EMCs requires the addition of other ingredients to aid the drying process, which in turn has a diluting effect on the flavour intensity of the final product. This problem is exacerbated by the heat used in the drying process, which results in losses in key volatile flavour compounds. While it is difficult to quantify the negative effect of drying on the flavour of EMCs, as drying procedures vary depending upon the ingredients and process parameters used, it is probably significant. Recent advances in spray-drying technology offer the potential to alleviate flavour loss associated with traditional spray-drying (Fischer, 2000). The possibility of adding functional coating layers through fluidized bed technology has the potential to add further functional characteristics, thereby creating more applications. Enzyme-modified dairy ingredients: enzyme-modified fat
These ingredients, although not cheese per se, are discussed briefly as they are used widely to impart cheese-like flavours and are produced by technology similar to that used in EMC production. Their impor-
423
tance as ingredients is due to their very high flavour intensity, which enables small amounts to deliver sufficient flavour to a product. High levels of flavour intensity are achieved via lipolysis of fat, resulting in the production of volatile compounds, e.g., short chain fatty acids. These can be degraded and contribute to the formation of other volatile flavour/aroma compounds such as methyl ketones, lactones, esters, alcohols and aldehydes, which have low flavour thresholds and can be perceived at minute concentrations. The importance of FFAs and their catabolic products are known to be critical in many dairy flavours, e.g., cheese-, butter-, cream- and yoghurt-type products (Urbach, 1993; Fox and Wallace, 1997). Hence, enzyme-modified fats (EMFs) find application in the baking, dairy, confectionery and savoury food sectors. The manufacture of EMFs generally involves producing an emulsion containing predominately fat or an oil-based substrate. Typically, butte>fat or cream is used as the oil substrate since they contain high levels of lower-chain volatile fatty acids, which are the most important flavour-producing fatty acids. However, depending on the application, certain vegetable oils may be used for cost-effectiveness functionality, flavour or nutritional purposes. The substrate is hydrolysed by starter cultures and/or lipases chosen on the basis of their acyl specificity/selectivity and incubated under defined conditions until the desired flavour is attained. The reaction is usually terminated by heat to inactivate the cultures and/or enzymes used. Reviews of EMFs include Arnold et al. (1975), Kilara (1985) and De Greyt and Huyghebaert (1995).
Cheese is a highly versatile dairy ingredient, which is used directly or indirectly, in the form of cheese ingredients, in a vast array of culinary, formulated and prepared food products. The rheological, flavour and cooking properties are functional attributes, which have a major impact on the preparation and quality of these products. The interactive effects of various factors, including make procedure, cheese composition, degree of fat emulsification, proteolysis and lipolysis, affect cheese functionality. Many of the rheological and cooking functions may be viewed as displacement of adjoining layers of the casein matrix. Hence, these factors exert their effect mainly by affecting the microstructural distributions of fat and protein, and the degree of hydration (or aggregation) of the protein matrix in the raw and heated cheeses.
424
C h e e s e as an Ingredient
Abd E1-Salam, M.H., A1-Khamy, A.E, E1-Garawany, G.A., Hamed, A. and Khader, A. (1996). Composition and rheological properties of processed cheese spread as affected by the level of added whey protein concentrates and emulsifying salt. Egypt. J. Dairy Sci. 24,309-322. Anonymous (1991). Natural cheese powders. Food Process. 52 (11), 114, 116. Anonymous (1993). A savoury assortment. Dairy Ingredients Int. 58 (8) 30-31. Anonymous (1999). Flexible, functional, flavourful cheese. Food Eng. Int. (December) 30-31. Arnold, R.G., Shahani, K.M. and Dwivedi, B.K. (1975). Application of lipolytic enzymes to flavor development in dairy products.J. Dairy Sci. 58, 1127-1142. Arnott, D.R., Morris, H.A. and Combs, W.B. (1957). Effect of certain chemical factors on the melting quality of process cheese. J. Dairy Sci. 40,957-963. Auty, M.A.E., Fenelon, M.A., Guinee, T.P., Mullins, C. and Mulvihill, D.M. (1999). Dynamic confocal scanning laser microscopy methods for studying milk protein gelation and cheese melting. Scanning 21,299-304. Balcao, V.M. and Malcata, EX. (1998). Lipase-catalyzed modification of milkfat. Biotechnol. Adv. 16,309-341. Baldwin, K.A., Baer, R.J., Parsons, J.G., Seas, S.W., Spurgeon, K.R. and Torrey, G.S. (1986). Evaluation of yield and quality of Cheddar cheese manufactured from milk with added whey protein concentrate. J. Dairy Sci. 69, 2543-2550. Banks, J.M. and Muir, D.D. (1985). Effect of incorporation of denatured whey protein on the yield and quality of Cheddar cheese. J. Soc. Dairy Technol. 38, 27-32. Birschbach, R (1992). Pregastric lipases. Bulletin 269. International Dairy Federation, Brussels. pp. 36-39. Birschbach, R (1994). Origins of lipases and their action characteristics. Bulletin 294. International Dairy Federation, Brussels. pp. 7-10. Bogenrief, D.D. and Olson, N.E (1995). Hydrolysis of [3-casein increases Cheddar cheese meltability. Milchwissenschaft 50,678-682. Bosley, J.A. (1999). Enzymes used in oils and fats technology, in, Ingredients Handbook Enzymes, Rastall, R., ed., Leatherhead Food Research Association Publishing, Surrey, UK. pp 79-95. Brennan, J.G. (1988). Texture perception and measurement, in, Sensory Analysis of Foods, 2nd edn, Piggott, J.R., ed., Elsevier Applied Science, London. pp. 69-101. Brown, R.J. and Ernstrom, C.A. (1982). Incorporation of ultrafiltration concentrated whey solids into Cheddar cheese for increased yield. J. Dairy Sci. 65, 2391-2395. Buhler, T.J. (1996). Natural dairy concentrates going beyond flavour. Food Technol. Europe 3, 56-58. Chandan, R.C., Matin, H., Nakrani, K.R. and Zehner, M.D. (1979). Production and consumer acceptance of Latin American white cheese. J. Dairy Sci. 62,691-696. Chen, A.H., Larkin, J.W., Clark, C.J. and Irwin, W.E. (1979). Texture analysis of cheese. J. Dairy Sci. 62, 901-907. Code of Federal Regulations (1986). Part 133: Cheese and related products, in, Food and Drugs 21. Code of Federal
Regulations, Parts 100-169. US Government Printing Office, Washington, DC. Covacevich, H.R. (1981). Recent experiences in pasta-filata cheesemaking by ultrafiltration. Proc. Second Biennial Marschall International Cheese Conerence, Madison, WI. pp. 237-244. Cowan, C. and Cronin, T. (1999). Consumer attitudes to convenient foods, in, Process through Innovation. National Food Centre, Teagasc, Dublin. pp. 19-21. Creamer, L.K. (1976). Casein proteolysis in Mozzarella-type cheese. NZJ. Dairy Sci. Technol. 11,130-131. Creamer, L.K. (1985). Water absorption by renneted casein micelles. Milchwissenschaft 40, 589-591. Creamer, L.K. and Olson, N.E (1982). Rheological evaluation of maturing Cheddar cheese. J. Food Sci. 47, 631-636, 646. Creamer, L.K., Zoerb, H.E, Olson, N.E and Richardson, T. (1982). Surface hydrophobicity of Otsl-I, C~sl-caseinA and B and its implications in cheese structure. J. Dairy Sci. 65, 902-906. Culioli, J. and Sherman, P. (1976). Evaluation of Gouda cheese firmness by compression tests. J. Text. Stud. 7,353-372. Curioni, P.M.G. and Bosset, J.O. (2002). Key odorants in various cheese types as determined by gas chromatography-olfactometry. Int. Dairy J. 12,959-984. Darrington, H. (1999). The power of powder. Food Manuf. 74 (March), 39-40. De Greyt, W. and Huyghebaert, A. (1995). Liapase-catalysed modification of milk fat. Lipid Technol. 7, 10-12. de Jong, L. (1976). Protein breakdown in soft cheese and its relationship to consistency. I. Proteolysis and consistency of 'Noordhollandase Meshanger' cheese. Neth. Milk Dairy J. 30, 242-253. de Jong, L. (1977). Protein breakdown in soft cheese and its relation to consistency. 2. The influence of rennet concentration. Neth. Milk DairyJ. 31,314-327. de Jong, L. (1978a). The influence of moisture content on the consistency and protein breakdown of cheese. Neth. Milk Dairy J. 32, 1-14. de Jong, L. (1978b). Protein breakdown in soft cheese and its relation to consistency. 3. The micellar structure of Meshanger cheese. Neth. Milk Dairy J. 32, 15-25. Doi, H., Ideno, S., Huang Kuo, E, lbuki, E and Kanamori, M. (1983). Gelation of the complex between K-casein and [3lactoglobulin. J Nutr. Sci. Vitaminol. 29,679-689. Duxbury, D.D. (1991). Natural cheese powders. Food Process. 52 (ll), ll4, 116. Dwivedi, B.K. and Kinsella, J.E. (1974). Continuous production of Blue-type cheese flavor by submerged fermentation of Penicillium roqueforti. J. Food Sci. 39,620-622. Eckner, K.E, Dustman, W.A. and Rys-Rodriguez, A.A. (1994). Contribution of composition, physicochemical characteristics and polyphosphates to the microbial safety of pasteurized cheese spreads. J. Food Protect. 57, 295-300. E1-Koussy, L., Amer, S.N. and Ewais, S.M. (1977). Studies on making baby Edam cheese with low-fat content. II. Effect of milk heating. Egypt. J. Dairy Sci. 5,207-213. Emmons, D.B., Kal~ib, M., Larmond, E. and Lowrie, R.J. (1980). Milk gel structure. X. Texture and microstructure
C h e e s e as an Ingredient
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Index
Acid-and Acid/Rennet-curd cheese, 17-18, 301-304 acid-heat coagulated, 343 Queso Blanco and Paneer, 343-5 Ricotta, 345-6 combined acidification/renneting: calcium chloride, 315 concentration, 308-11 heat treatment, 311-13 incubation temperature, 314 level/type of gel-forming protein, 314-15 pH at renneting, 313-14 rate of gelation, 314 Cottage cheese, 329-38 Cream cheese, 321-3 fresh cheese preparations, 323 gel formation during combined acidification/renneting: factors influencing, 308-15 mechanism, 306-308 physico-chemical changes, 305-306 other varieties, 323-4 Quark, 315-21 theology: Cream cheese, 323 Quark, 320 unheated cheese, 399-405 ripened varieties, 323 see also Quark; Ricotta; Cottage cheese; Cream cheese Akawi, 241 Amarelo da Beira Baixa, 291 Analogue cheese products (ACPs), 21,349,379-85 composition/functionality, 384-5 formulation, 382-4 principles/manufacturing protocol, 382 see also Processed cheese products (PCPs) Anevato, 290 Appellation d'Origine ContrOl~e (AOC), 1 Armada, 293 Arthrobacteriaceae, 206 Asiago, 55 Austrian cheese, 319 Azeitao, 284 Bacteriocins: smear-ripened cheese: anti-Listeria compounds of Geotrichum and Penicillium, 218 coryneform bacteria, 215-17 enterococci, 217-18 lactic acid bacteria (LAB), 214-15 Baker's cheese, 319 Balkan, cheeses, 58-9, 319 Bastelicaccia, 290 Beli Sir U Kriskama, 244-5 Beyaz Peynir (Turkish White), 244
Bjalo Salamureno Sirene (White Brined), 244 Blue cheese, 6, 16-17, 175 micro-organisms contributing to ripening: contaminants, 183 lactic acid bacteria, 179 non-starter lactic acid bacteria, 182-3 Penicillium roqueforti, 179-80, 185 yeast, 180-2 microbial interactions, 183 microenvironment, 175-7 ripening: formation of aroma compounds, 189-90 lipolysis, 185-6 production/occurrence of mycotoxins, 190-1 proteolysis/amino acid catabolism, 186-9 selection of cultures, 191-2 Blue des Aravis, 289 Brevibacterium linens, 204 Brie, 199 Broccio, 280 Buttermilk Quark, 319 Cabra Transmontano, 291 Cacioricotta, 291 Caciotta D'Urbino, 283 Camembert, 157, 199 control of ripening, 169-71 flavours, 162-9 glycolysis, 160-1 goat-type, 289 lipolysis, 162 microbial flora, 158-60 proteolysis, 161-2 technology, 157-8 texture, 169 Cameros, 293 Canestrato Pugliese, 56-7, 283 Caprino tradizionale, 290 Castellano, 287 Castelmagno, 57 Castelo Branco, 284 Catabolism of amino acids: Blue cheese, 186-9 surface mould-ripened cheese, 165-7 Cendrat del Montsec, 292-3 Chakka/Shirkhand (India), 319 Cheddar, 14-15, 71 casein, 75 cheddaring, 71 chemical composition/quality: effect of FDM, 85 effect of MNFS, 83-4 effect of pH, 84-5 effect of S/M, 85
430
Index
Cheddar - contd. dry-salting, 71-2 flavour: milkfat, 89 proteolysis, 89-90 role of adjuncts, 92-3 role of non-starter lactic acid bacteria, 92 role of starter, 90-2 grading, 93-4 manufacture: acid production at vat stage, 76-7 cheddaring, 77-8 coagulant, 74-5 cutting, 75 heating/cooking curd, 75-6 milk composition/starter culture, 73-4 milling, 78-9 pressing, 81-3 salting, 79-81 texture: effect of pH, calcium, salt, 87 effect of protein, fat, moisture, 87 effect of ripening, 88 varieties: low-fat, 94-5 stirred-curd/granular cheese, 95 washed-curd, 95-6 Cheese analogues, 8, 379-85 Cheese as an ingredient, 18, 395-423 dehydrated cheese ingredients, 414-18 cheese powder application, 418 cheese powder manufacture, 415-18 dried cheeses, 414-15 enzyme-modified cheese (EMC): applications, 418-19 dried, 422 enzymes used in manufacture, 421-2 flavour generation in EMC production, 419-21 starter cultures, 422 technology/manufacture, 419 enzyme-modified milk fat, 422-3 functional properties of heated cheese: browning; Maillard reaction, 413 comparison of different varieties, 407-409 degree of fat emulsification, fat coalescence, milk homogenization, 411 differences in protein/fat contents, 409-10 storage time/proteolysis, 410 types, definitions, principles, 405 whey proteins/casein-whey protein interaction on flowability, 411-13 functional requirements, 396-9 rheology-based functional properties of unheated cheese: fat content, 402 high heat treatment of milk/denatured whey proteins, 401-402 homogenization of cheesemilk/fat emulsification, 402-403 moisture content, 403 pH, 404 protein level, 400-401 ripening/para-casein hydrolysis, 404-405 salt (NaC1) content, 403-404 Cheese categories, 1-22 Cheese technology: goats' milk cheese, 287-9 overview, 24
post-vat stages: brine-salted varieties, 38-46 dry-salted varieties, 31-8 fresh cheese, 46-9, 315-19,321-3,343 Pastafilata, 47-9, 251-3,265-6 processed cheese products, 353-6 Swiss cheese, 148-9 Vats, 25-31 Chevrotin, 289 Codex Alimentarius, 1
Colby, 95-6 Conjero, 292 Cooking: Cottage cheese, 332-3 curds, 75-6 Coryneforms, 204 Arthrobacteriaceae, 206-207 Brevibacterium linens, 204-206 Corynebacterium, 206 Cottage cheese: addition of CaC12/rennet, 332 common defects/possible causes, 337-8 cream dressing, 334 cutting/cooking curd, 332-3 direct acidification, 331 drainage, washing, cooling of curd, 333-4 flavour, 337 incubation of milk, 330 manufacture, 329-30 microbiological quality, 336-7 nutritional quality, 335-6 physical structure, 334 specifications, 329 starters, 330-1 use of UF skimmilk, 335 yield/quality, 334-5 Cream cheese, 321 further treatments of curd after separation, 322-3 recombination technology, 322 rheological/syneretic aspects, 323 whey separation: using separators, 321 using UE 321 Crottin de Chavignol, 289 Cultures see Starter cultures Cutting of milk gel: Cheddar, 75 Cottage cheese, 332-3 Feta, 234-5 Vats, 25-31 Danish cheese, 320 Dehydrated cheese ingredients (DCIs), 414-18 see also Cheese as an ingredient Domiati, 16, 227-8 microbiology, 233-4 ripening, 228-33 see also Ripened-in-brine cheese Dried cheeses, 414-15 Dry-salting, 71-2 Eastern European cheeses, 319 Emmental, 141 eye formation, 152-4 fermentations, 141-8 hygienic safety, 154 ripening, 149-52 technology, 148-9
Index
Emulsifying salts characteristics of: bactericidal effects, 369-7 calcium sequestration, 365-6 casein hydration, 367-8 crystallization, 367-9 emulsification, 367 flavour, 370 hydrolysis, 367 pH adjustment and buffering, 366-7 major types, 364 Enterococcus, 207 Enzyme-modified cheese (EMC), 418-22 applications, 418-19 dried, 422 enzymes used: lipases, 421-2 proteinases/peptidases, 421 flavour generation, 419-21 starter cultures, 422 technology/manufacture, 419 see also Cheese as an ingredient Equipment see Cheese technology Escherichia coli 0157:H7, 213-14 Evora, 284 Ewes' milk cheeses: French, 280 general aspects, 279-80 Greek, 280-2 Italian, 282-4 Portuguese, 284-5 Spanish, 285-6 Extra-hard varieties, 14, 51 Balkan, 58-9 Italian, 52-7 main chemical/technological features, 52-9 nutrition, 67 ripening: changes in microflora, 59-60 lactose metabolism, 60 lipolysis, 60-2 proteolysis, 62-4 volatile compounds, 64-7 Russian, 58 Spanish, 58 Swiss, 57-8 Eye formation, 132-3,152-4 Feta, 16,234, 290 biochemistry of ripening: lipolysis, 238 proteolysis, 235-8 volatiles, 238 defects, 133,239 manufacture, 234-5 microbiology, 238-9 rheological/sensory properties, 238 yield/gross composition, 235 see also Ripened-in-brine cheese Fiore Sardo, 56,283 Flavour, 149-51 amino acid catabolism: aldehydes, 165-6 amine biosynthesis, 166 amines, 166 catabolism of amino acid side chains: indole ring, 166 sulfur compounds, 166-7
Cheddar, 88-92, 88-93 Cottage cheese, 337 development, 128-9 Domiati, volatile compounds, 231-2 Enzyme-modified cheese (EMC), 419,421 Fatty acid catabolism, 162, 164, 165 Gouda, 128-9 miscellaneous compounds: esters, 167-8 pyrazines, 168-9 styrene, 167 terpenes, 168 volatile contaminants, 169 surface-ripened cheese: proteinases/lipases, 209-10 sulphur amino acids, 208 Formaella Arachovas Parnassou, 281 Fossa, 57 Fresh cheese, 323 Fromage frais, 319
Galotyri, 281 Gibna Bayda (Beida), 239 Glycolysis, surface mould-ripened cheese, 160-1 Goat's milk cheese: French, 289-90 Greek, 290 Italian, 290-1 Portuguese, 291 Spanish, 291-3 technology/flavour: Blue cheese, 288 composition, 288 Gouda, 15 manufacture: brining, 113-14 cheesemaking, 108-13 control of pH/water content, 119-22 curdmaking, 108-109 draining/moulding, 109-10 milk standardisation, 116-17 milk treatment, 105-108 pressing, 110, 112-13 process principles, 104-105 rind treatment/curing, 114-16 starters, 122-4 maturation: cheese composition during ripening, 124-6 fermentation of lactose/citric acid, 126-7 flavour, 128-9 lipolysis, 128 possible microbial defects, 133-5 proteolysis, 127-8 texture, 129-33 origin/characteristics, 103-104 yield: bactofugation, 118-19 CaC12, 119 cold storage of milk, 118 curd washing, 119 genetic variants of milk proteins, 118 inclusion of native whey proteins, 119 mastitis, 118 mechanical losses, 119 pasteurisation of milk, 118 rennet type, 118 salting, 119
431
432
Index
Gouda - contd. seasonal effects, 118 starter, 118 Grading, 93-4 Grana Padano, 55 Graviera Agrafon, 281 Graviera Kritis, 281 Gredos (Tier, La Vera), 292 Gruyere, 7, 199 Halloumi, 245 Havarti, 199 Hygiene, 154 Iberico, 291 Ibores, 291-2 Icelandic cheese, 319-20 Idiazabal, 58, 286 Imitation cheese see Analogue cheese products (ACPs) Indian cheese, 319 Ingredient, cheese as see Cheese as ingredient Italian-type cheese, 52-7,282, 290 Jarlsberg, 141 Kashkaval: general characteristics, 264-5 manufacturing technology, 265-9 quality characteristics, 269-72 Kasseri, 281 Kefalograviera, 281-2 Kefalotyri, 282 Kopanisti, 281 La Serena, 287 La Vera, 292 Labneh (Labaneh, leben), 319 Lactic acid bacteria (LAB), 92, 179, 183-4 Lactofil (Sweden), 320 Ladotyri Mytilinis, 282 Layered cheese (Schichtk~se), 323-4 Leerdamer, 141 Limburger, 199 Lipolysis, 61 Blue cheese, 185-6 Camembert, 162 Domiati, 230 extra-hard cheeses, 60-2 Feta, 238 Gouda, 128 surface mould-ripened cheese, 162 Listeria monocytogenes, 212-13
Low-moisture Mozzarella cheese (Pizza cheese), 251 age-related changes in structure/function, 260-4 functional properties: before heating, 257-8 browning, 260 heat-induced (melting), 258-60 meltability, 258-9 oiling-off, 260 stretchability, 259-60 manufacturing technology, 251-55 plasticization/stretching, 252-4 physico-chemical characteristics of curd, 253 reorganization of curd structure, 255 thermal effects on starter bacteria/coagulant, 254-5 thermo-mechanical treatment of curd, 253-4
Maasdamer, 141 Mahon, 58 Maillard reaction, 413 Majorero, 291,292 Manchego, 58,285-6 Manouri, 282 Mascarpone, 18,324 Microbial flora, 59, 158 bacteria, 160 interactions between micro-organisms, 160 Micrococcus spp., 203-204 Middle Eastern cheeses, 319 Milk: cold storage, 118 composition, 73-4 Domiati, 228-9 Feta, 234 genetic variants of proteins, 118 incubation for Cottage cheese, 330 preparation for cheese manufacture, 23-5 treatment: bactofugation, 107-108 pasteurisation, 105,107, 118 quality, 105 standardisation, 108, 116-17 Mish, 239-40 Montasio, 55-6 Monterey, 95-6 Mould-ripened cheese see Surface mould-ripened cheese Mozzarella di Bufala, 15-16 Mozzarella see Low-moisture Mozzarella cheese Mudaffara, 240 Monster, 199 Murazzano, 283-4 Murcia, 292 Nabulsi, 241 Nisa, 284 Non-European cheeses, 19-21 Norwegian whey cheese, 18-19 Ossau-Iraty, 280 Palmero, 292 Paneer, 343 acidification, 344 drainage/curd handling, 344 heat treatment of milk, 343-4 manufacturing methods, 343 Parmigiano Reggiano, 52, 55 Pasta-fi|ata varieties, 7, 15-16, 251 Kashkaval, 264-72 low-moisture Mozzarella (Pizza) cheese, 251-64 Pecorino Romano, 56,282-3 Pecorino Sardo, 56,283 Pecorino Siciliano, 56,283 Pecorino Toscano, 283 Penicillium roqueforti, 179-80 interactions with: contaminants, 185 lactic acid bacteria, 183-4 yeasts, 184-5 Picante da Beira Baixa, 291 Pichtogalo Chanion, 281 Pizza cheese see Low-moisture Mozzarella cheese Pont l'Eveque, 199 Port du Salut, 199
Index
Portuguese cheese: ewe, 284-5 goat, 291 Post-vat stages of cheese manufacture, 31-48 see also Vats Pressing of curd, 81-2 rapid cooling, 82-3 vacuum, 82 Processed cheese products (PCPs), 7, 18, 21,349-51 blend ingredients: caseins, 377 cheese, 374 cheese base/UF milk retentate, high heat-treated milk/whey proteins, 376-7 co-precipitates, 378 emulsifying salts, 373-4 lactose, 378 rework, 3 74-6 skim milk powder, 378 classification, 351-2 consistency/cooking characteristics: blend ingredients, 3 73-8 compositional parameters, 378-9 processing temperature/shear, 373 processing time, 3 71-3 stabilizers (binding agents)/hydrocolloids, 379 'Creaming' in processed cheese products: creaming effect, 371 over creaming, 372-3 emulsifying salts, 360-71 effect on consistency, 373-4 effect on cooking properties, 373-4 major types, 364 properties, 365-70 role in formation of physico-chemically stable product, 360-3 manufacturing principles: heating natural cheese in absence of emulsifying salts, 359-60 microstructure of rennet-curd, 356-9 manufacturing protocol: cleaning/size reduction, 353 formulation of blend, 353 homogenization, 356 hot packing/cooling, 356 pre-mixing of formulation materials, 353,355 processing of blend, 355-6 micro-structure, 362-3 see also Analogue cheese products Propionic acid fermentation, 135,141,142-4 effect of: facultatively heterofermentive lactic acid bacteria, 145,147 feeding season, 144-5 Lactobacillus helveticus, 147-8 eye formation, 152-4 hygienic safety, 154 lactic acid, 141-2 ripening: flavour formation, 149-51 general aspects, 149 texture formation, 151-2 technology, 148-9 Protected Designations of Origin (PDO), 1 Proteolysis: Blue cheese, 186-9 Camembert, 161-2 Cheddar, 89-90
Domiati, 229-30 extra-hard cheese, 62-4 Feta, 235-8 Gouda, 127-8 Quark, 320 surface mould-ripened cheese, 161 Quark, 315 manufacture: acid or acid/rennet gel treatment, 317-18 addition of cream, 318 filtration methods, 316-17 original (standard) separator process, 315 recombination technology, 317 thermisation of curd/fresh cheese, 318-19 thermo process (Westfalia), 316 tradition batch methods, 315 proteolysis/bitterness, 320 rheological/syneretic aspects, 320 varieties directly related, 319-20 see also Acid- and Acid/Rennet-curd cheese Queso Blanco, 343 manufacture: heat treatment of milk, 343-4 methods, 343 milk acidification, 344 whey drainage/curd handling, 344 microbial quality, 346 microstructure, 344 physico-chemical properties, 346 see also Acid- and Acid/Rennet-curd cheese Raba~al, 291 Ricotta, 18,284, 345-6 part-skim, 345 shelf-life, 346 whey/skimmilk, 345 whole milk, 345 see also Acid- and Acid/Rennet-curd cheese Ripened-in-brine cheese, 16, 227 Akawi, 241 Beli Sir U Kriskama, 244-5 Beyaz Peynir (Turkish White), 244 Bjalo Salamureno Sirene (White brined), 244 classification/nomenclature, 227 Domiati, 227-34 Feta, 234-9 Gibna Bayda (Beida), 239 Halloumi, 245 Mish, 239-40 Mudaffara, 240 Nabulsi, 241 technological features, 242 Telemea/Telemes, 241,243-4 see also Feta; Domiati Roncal, 58,286 Roquefort, 280 Russian cheese, 58 Saanenk~ise, 57 Sainte-Maure, 289 Salt, 119 Blue cheese, 176 Cheddar: equilibration, 80 mellowing, 79-80 milled curd, 79 seaminess/fusion, 81
433
434
Index
Salt - contd. Domiati, 229 effect on functional properties, 403-4 Feta, 235 surface-ripened cheese, 169-70, 201 Sbrinz, 57 Secondary/adjunct cultures, 92-3 Serpa, 284 Serra da Estrela, 284-5 Skyr (Iceland), 319-20 Smear cheeses: bacteriocins: anti-listerial compounds of Geotrichum and Penicillium, 218
Coryneform bacteria, 215-17 enterococci, 217-18 lactic acid bacteria, 214-15 defined cultures, 211-12 environmental factors, 200 manufacture, 199-200 micro-organisms: coryneforms, 204-207 flavour development, 208-10 pigmentation/colour development, 210 secondary flora, 207-208 staphylococci/micrococci, 203-204 yeast, 201-203 origin of surface microflora, 210-11 pathogens, 212 physical/chemical characteristics, 200-201 ripening, 199 ripening consortia, 218-19 Soft cheese, 6 Spanish cheese, 58 Staphylococcus, 203-204, 213 Starter cultures, 118 Blue cheese, 179, 191-2 Camembert, 157 Cheddar, 73-4 composition/handling, 122-4 Cottage cheese, 330-1 Domiati, 233 Emmental, 141 enzyme-modified cheese (EMC), 422 low-moisture Mozzarella (Pizza) cheese, 254-5 Mozzarella, 251 non-starter lactic acid bacteria (NSLAB), 92 Parmigiano Reggiano, 55 Pecorino Romano, 56 preparation, 25 role: enzymes, 91 other activities, 91-2 Sbrinz, 57 Smear, 199 Swiss, 141 Substitute cheese see Analogue cheese products; Processed cheese products (PCPs) Surface mould-ripened cheese, 6, 16, 157 control of ripening, 169-71 diversity, 157
flavour: catabolism of amino acid side chains, 166-7 fatty acid catabolism, 162-6 miscellaneous compounds, 167-9 glycolysis, 160-1 interactions between micro-organisms, 158-60 lipolysis, 162 proteolysis, 161-2 technology, 157-8 texture, 169 see also Camembert Swedish cheese, 320 Swiss cheese, 57-8 see also Emmental Tan (Than) cheese, 319 Technology see Cheese technology Telemea/Telemes, 241,243-4 Tenerife, 292 Terrincho, 285 Texture, 3-4, 151-2 Cheddar, 85-8 Domiati, 232-3 eye formation in Swiss cheese, 132-3 Gouda, 129-33 structure, 129, 131-2 surface mould-ripened cheese, 169 Tier, 292 Tilsit, 199 Tofu, 21 Topfen, 319 Torta del Casar, 287 Trappist, 199 Tulum, 319 Tvorog/Tvarog, 319 US cheese, 319 Valdetja, 293 Valencay, 289 Vats, 25-31 APV CurdMaster, 29-30 continuous processes, 30-1 Damrow Double-O, 27-8 Damrow horizontal, 28 OST vat, 26-7 Scherping horizontal cheese vat (HCV), 28 see also Post-vat stages of cheese manufacture
Yeast: Blue cheese, 180-1,184-5 brine/dairy environment, 181 occurrence/growth, 181-2 raw milk, 181 in smear cheese: de-acidification, 201-202 stimulatory compounds, 202-203 Ymer (Denmark), 320 Zamorano, 286-7