Exploring the Relationship of Scratch Resistance, Hardness, and other Physical Properties of Minerals using Mohs Scale Minerals Donna L. Whitney Annia K. Fayon Margaret E. Broz Geology & Geophysics, University of Minnesota, Minneapolis MN 55455 Robert F. Cook National Institute for Standards and Technology, Gaithersburg, Maryland 20899 Geology & Geophysics, University of Minnesota, Minneapolis MN 55455 Chemical Engineering & Materials Science, University of Minnesota, Minneapolis MN 55455 ABSTRACT The Mohs scale is enshrined in geoscience curricula as a simple and effective tool for identifying minerals and understanding the influence of crystal structure and chemistry on physical properties; e.g., hardness. Measuring scratch resistance is different from measuring hardness, however, because scratching involves components of loading and shearing, whereas "absolute" hardness is measured by the response of a material to vertical loading (indentation). Although it is not practical for most undergraduate classes to do indentation hardness testing, students can evaluate tabulated quantitative hardness data and compare these data with their own determination of relative scratch resistance. To help students better understand physical properties of minerals, and in particular the concept of mineral hardness, we present an example exercise based on recent systematic measurements of the hardness of Mohs scale minerals using indentation techniques. This exercise allows students to explore the differences in hardness among minerals of the Mohs scale, enhancing their understanding of the Mohs scale itself as well as the chemical and physical factors that influence mineral hardness. The exercise is most appropriate for Earth materials and mineralogy classes, but can be adapted for students with different levels of expertise, including introductory physical science students. INTRODUCTION Hardness is a physical property of minerals, and along with other physical properties, such as cleavage, luster, and streak, is commonly taught to geoscience students in introductory physical geology, mineralogy, and other classes involving Earth materials. Hardness is a function of bonding strength (and therefore of crystal chemistry and structure), so it is a useful property for understanding the relationship between the structure and composition of crystals and their macroscopic properties. It is important that students have a basic understanding of mineral physical properties such as hardness, the relationship between physical properties and crystal structure and chemistry, and the practical applications of this knowledge (e.g., uses of minerals in daily life). In practice, hardness may also be understood as a relative property: that is, students can determine by a simple experiment ( Figure 1a) that calcite scratches more easily than quartz, without necessarily quantifying that relationship. When relative hardness is quantified, it is by the Mohs scale of scratch resistance. Hardness as a material property is measured by the response of a material to loading ( Figure 1b), and can be described by units of pressure (e.g., GigaPascals, GPa). Because measured hardness values vary depending on the 56 technique, there is no absolute scale for hardness, and relative scales such as the Mohs scale are therefore of great practical value. Mineralogy textbooks commonly equate hardness with scratch resistance. For example, Klein (2002), p. 31: "The resistance that a smooth surface of a mineral offers to scratching is its hardness.."; and Perkins (2002), p. 55: "Hardness is a mineral's resistance to abrasion or scratching". It is also common for textbooks to contain a graph of Mohs number vs. a quantity labeled "absolute" hardness, although in some cases the measurement methods and sources of the absolute hardness data are not given (e.g., Klein, 2002, Figure 2.19, and Perkins, 2002, Figure 3.8a, both of which lack units; Nesse, 2000, Figure 6.4, from an unknown source and method). The text by Bloss (1994) correctly distinguishes between Mohs hardness (scratch resistance) and indentation hardness, and notes that each is a measure of a mineral's resistance to "mechanical breakdown " (p. 357). A figure showing Mohs number vs. indentation hardness measured by a variety of techniques (i.e., different indenter shapes, although these are not described in the text; Figure 11-8) has units of kg/mm 2, which can be approximately converted to GPa for comparison with the present study by dividing the values by 100. As noted above, however, measured hardness depends on the method used, so these "absolute" scales are not very absolute. The most accurate explanation of hardness involves a description of quantitative hardness measurements by indentation methods in addition to discussion of the concept of scratch resistance (e.g., Nesse, 2000, p. 99). THE MOHS SCALE AND HARDNESS: AN EXAMPLE EXERCISE The main goal of this exercise is to give students a deeper understanding of hardness. This is accomplished using scratch-resistance experiments on mineral samples and analysis of images and a dataset for indentation hardness of the same minerals. The two parts of the exercise can be done in any order. Scratch Resistance - This part of the activity involves a typical Mohs scale exercise in which students work with the first 9 minerals of the Mohs scale: talc (1), gypsum (2), calcite (3), fluorite (4), apatite (5), orthoclase (6), quartz (7), topaz (8), corundum (9). The tenth mineral, diamond, is typically excluded, although can of course be used if the material is available. In our experiments, we tested single crystals in addition to specimens from commercially available Mohs testing kits for students, and determined that some mineral samples in student test kits (most notably talc) may be impure and give variable results. For example, talc is commonly intergrown with amphibole, which has a Mohs hardness Journal of Geoscience Education, v. 55, n. 1, January, 2007, p. 56-61 Figure 1. Comparison of scratching (A) vs. indentation (B) as methods of testing the physical properties of minerals. In indentation experiments, hardness is calculated from the load and the dimensions of the indentation (2a). of ~ 6, and talc is also strongly anisotropic with respect to scratch resistance and hardness. If using such a kit, it is important to test the talc to make sure that it can be reliably scratched by fingernail (and, ideally, by a sharp corner of a gypsum sample). Friedrich Mohs was aware of the problem of talc impurity, and specified that "Venetian talc" be used as the reference material (Mohs, 1825). Another possible problem with some student test kits is the small size of the samples. For the most accurate relative determination of scratch resistance, minerals should have large, smooth surfaces available for repeated testing. We also recommend that, in addition to the official Mohs minerals, other minerals be included in the exercise for study after the Mohs reference materials have been tested. Many of the Mohs scale minerals are not common rock-forming minerals (e.g., apatite, topaz), so it is useful to add minerals that students might encounter in other parts of the class, in the field, or in other courses. In the second part of the exercise, we use hardness data for a non-Mohs mineral (in this example, garnet) to test whether hardness can be used to predict scratch resistance relative to Mohs scale minerals and vice versa. (H ~ 2-3 but varies depending on the person)), arrange the samples in order and assign each a number, from most easily scratched (1) to most difficult to scratch (9). Be sure to examine carefully the scratches that you produce, evaluating them for the ease with which you made the scratch and the width and depth of the scratches produced. You may also want to make multiple scratches to try to reproduce your first result and to evaluate whether scratch resistance varies on different parts of the crystals. The best places to test a mineral are smooth planes such as cleavage surfaces or crystal faces. After you have placed the first 9 minerals in order of their scratch resistance, test the additional mineral and determine where it fits in the scale. The additional mineral may have the same degree of scratch resistance as one of your reference minerals or it may have an intermediate value. If the latter, assign the mineral a number such as 3.5, 6.5 etc., to show where it would fit on the scale relative to the other minerals. (Note to instructor: the "additional mineral" in this example is garnet, with a Mohs number of approximately 7-8 depending on garnet composition). Questions: Mohs Activity - Using the nine minerals and provided 1. tools with known Mohs hardness (for example, a penny (H =3), a glass plate (H = 5-6), and your own fingernails Whitney et al. - Exploring the Physical Properties of Minerals Was it easy to distinguish the minerals by scratch resistance, or do some minerals have similar scratch resistance, making the order difficult to determine 57 Figure 2. Contact impressions from microhardness experiments for the Mohs minerals, all at F = 2 N. (a) talc, (b) gypsum, (c) calcite, (d) fluorite, (e) apatite, (f) orthoclase, (g) quartz, (h) topaz, (i) corundum. for some samples? Whichever the case, explain your answer with a sentence or two, giving examples. Notes: If the mineral samples are end-members in composition (i.e., lack impurities, inclusions, solid solution components), in general it is not difficult to determine the order of scratch resistance, although some students may indicate some question about minerals 3-7 depending on the quality of the samples and the fingernail or other tools and minerals used 3. for the testing. The instructor will need to evaluate the range of appropriate answers in relation to the materials used for testing. 2. Did any mineral specimens vary in scratch resistance when you tested different parts of the specimen? Why or why not? Notes: Again, the answer depends on the quality of your mineral specimens (presence/absence of weathering and impurities, single crystal specimens vs. polycrystalline specimens, and size/smoothness of planes tested). In theory, at least some minerals should show detectable variation; e.g., different cleavage planes of calcite, or gypsum scratched on cleavage planes vs. across cleavage planes. Most specimens, however, will not in practice show much 58 difference, although you can add a kyanite crystal for a dramatic demonstration. We have not included kyanite in this exercise because indentation experiments produce extremely variable results, particularly for the (001) plane. However, kyanite, which is triclinic and therefore strongly anisotropic in its properties, is useful for relating scratch resistance to crystal structure. No matter which answer you gave for #2, explain why minerals might have physical properties that vary with direction in a crystal. Discuss your answer in the context of your answer to #2. Notes: Physical properties such as hardness vary with direction because bond strength varies in different crystallographic directions depending on the crystal structure of the mineral. In practice, these differences might be too small to detect for some minerals, at least using the testing methods in this exercise. If some specimens used in this exercise exhibit a distinction in scratch resistance with direction and others (e.g., fluorite) do not, students can discuss the relationship between less symmetric and more symmetric structures on physical properties. One possible approach for this question is to have students fill out a chart of mineral Journal of Geoscience Education, v. 55, n. 1, January, 2007, p. 56-61 Mohs Number Mineral Mineral Composition Hardness (GPa) 1 2 3 4 5 6 7 8 9 10 Talc Gypsum Calcite Fluorite Apatite Orthoclase Quartz Topaz Corundum Diamond Mg3Si 4O10(OH)2 CaSO4·2H2O CaCO3 CaF2 Ca5(PO4)3F KAlSi3 O8 SiO2 Al2SiO4(OH, F)2 Al2O3 C 0.14 ± 0.03 0.61 ± 0.15 1.49 ± 0.11 1.85 ± 0.06 5.47 ± 0.82 6.87 ± 0.66 12.11 ± 1.14 12.85 ± 1.32 21.22 ± 0.03 (115*) Uncertainties listed are one standard deviation.* Value from Novikov and Dub 1991 Mohs Number Mineral 7-8 Garnet Additional Data for Garnet Mineral Composition (Fe,Mg)3Al2 Si3O12 Hardness (GPa) 15.1 ± 1.20 Table 1. Indentation hardness of Mohs scale minerals. Mohs Number Mineral a (contact ½ diagonal)* 1 2 3 4 5 6 7 8 9 Talc Gypsum Calcite Fluorite Apatite Orthoclase Quartz Topaz Corundum 77, 99** 41, 48** 28 23 13 13 9 9 7 * Measured in micrometers (µm) at 2N **Talc and gypsum have variable behavior owing to their softness and anisotropy, as seen in these two different measurements for the same material measured under the same conditions. Table 2. Measured contact diagonals from images of indentations. composition and structure (crystal system) in order of increasing Mohs number, to provide more information for discussing their answer. (crystal faces, cleavage planes, or random orientations). This is more easily detected with high-precision microindentation experiments compared to macroscopic scratch resistance tests. Indentation at particular loads can also generate cracking at indentation corners (radial cracks) and in other geometries (e.g., lateral cracks), complicating analysis of images but providing additional useful information about physical properties such as fracture toughness. In general, the simplest and clearest indentations are generated in harder and/or high symmetry minerals as compared to softer and lower symmetry minerals. For example, in Figure 2, the clearest indentations are in fluorite (low hardness but high symmetry isometric crystal system), quartz (relatively hard mineral and high symmetry hexagonal crystal system), topaz (low symmetry orthorhombic crystal system but a hard mineral), and corundum (a hard mineral with hexagonal symmetry). In contrast, talc (soft, monoclinic), gypsum (soft, monoclinic), calcite (soft, hexagonal), apatite (medium hardness, hexagonal), and orthoclase (medium hardness, monoclinic) have combinations of low-moderate symmetry and low-moderate hardness that produce variable indentation response and cracking. The variation in talc and gypsum indentations can be seen in the variation in length of contact diagonals measured for two indentations of the same material under the same conditions (2 Newtons) (Table 2). Hardness - Hardness is most commonly measured in the laboratory using indentation methods. An indenter, typically a diamond, is applied to a sample at a known, constant load, and then removed. Hardness can be Hardness Activity - Using the images in Figure 2 calculated from the dimensions of the residual (and/or the data in Table 2) and the equation H = F/2(a2), indentation (Figure 2) by the equation: calculate hardness values for the minerals given (multiply the result by 1000 to get the correct unit, GPa). H = F/2(a2), Graph the results against Mohs number, adding the literature value for diamond if desired (Table 1). Plot where H is hardness (typically in units of GPa), F is the Mohs number on the x-axis and hardness on the y-axis. applied load (measured in Newtons, N), and a is half of (Note to instructor: Results shown in Figure 3. You can also the diagonal length of the indentation (measured in ask the students to plot log(H) against Mohs number). micrometers, µm). If F is given and a is either given or measured from an image of the indentation ( Figure 2), H Questions: can be determined (Table 1). All minerals, even isotropic ones, exhibit variable 1. Does hardness vary in a systematic or linear way bond strength in different directions and therefore with respect to Mohs number? Explain your answer exhibit different indentation response on different planes with reference to the graph you produced. Whitney et al. - Exploring the Physical Properties of Minerals 59 estimated Mohs number compare with the prediction from your graph?). What does this new information indicate about the relationship between hardness and the Mohs scale? Figure 3. Graph of Mohs numbers vs. hardness calculated from indentation testing. This graph was 5. constructed using the data in Table 1 (open circles) and hardness calculated using the values for a (contact diagonal) in Table 2 (closed circles). The latter are more similar to results that would be obtained by students using images to measure the indentation dimensions. Notes: The relationship is not linear and has some gaps (although the gaps aren't large), and the overall trend is of increasing Mohs number with indentation hardness. If students plot log(H) vs. Mohs number, the trend is more linear, but not completely, and there are still gaps of varying magnitude between values for adjacent minerals on the Mohs scale. 2. 3. 4. 60 Notes: Garnet has a Mohs number of 7-8. These numbers are approximately what you would predict from the indentation hardness, although perhaps slightly too low. In general, though, this one example suggests that the relationship between hardness and scratch resistance is systematic enough to allow estimation of one value from the other. Note, however, that garnet hardness depends on garnet composition (e.g., Mg-rich garnet is much harder than Ca-rich garnet ), so depending on what sample you use, garnet will either be similar in hardness to quartz (12 GPa) or harder (15 GPa) (Whitney et al., in press). We therefore recommend that you use a common red-purple Fe-Mg garnet in this exercise to obtain a result that falls between quartz and topaz or that corresponds to the scratch resistance of topaz. Discuss the hardness data and the images in Figure 2 in relation to the crystal systems of the minerals. For example, compare the hardness and indentation response of low symmetry minerals with high symmetry minerals, and compare the properties of minerals with the same crystal system (e.g., fluorite and diamond are both isometric/cubic; talc, gypsum, and orthoclase are all monoclinic; calcite, apatite, quartz, and corundum are all hexagonal). Also consider other factors, such as crystal chemistry and the presence or absence of cleavage, and discuss what you think the most important factors are for predicting a mineral's hardness. This question also relates to #3 in the Mohs activity. Synthesis Question for Both Activities - Give Are there any minerals with different Mohs numbers examples from daily life or other examples from science, but the same indentation hardness? Refer to the industry, medicine, or other applications in which the hardness and scratch resistance of a material is Mohs minerals specifically in your answer. important. Notes: Quartz and topaz have essentially the same Example answers: The general theme of this thought absolute hardness, ~ 12 GPa, but quartz is Mohs exercise is any case in daily life in which sharp number 7 and topaz is Mohs number 8. contact takes place, especially if it's a moving contact. Students could mention common activities such as Do you think that scratch resistance (as measured by using sandpaper or other abrasives to smooth or Mohs number) and hardness (as calculated from clean surfaces, or could note that you don't want to indentation experiments) are essentially the same chew anything with a hardness greater than that of thing or are they significantly different properties? apatite (if you want to keep your teeth). In addition, Discuss with reference to your results and graph. hardness and scratch resistance are important for determining what materials will be used in coins, Notes: The fact that quartz and topaz have the same vehicles, building materials, farm implements, and hardness but different scratch resistance suggests so on. In geology, the hardness of minerals is that these properties are different and that factors important for understanding how they deform; e.g., other than hardness influence scratch resistance. On brittle fracture of minerals in an earthquake. the other hand, the properties are to some extent related or there wouldn't be as much correlation as there is, so there is a range of possible answers to this question. The next question explores this concept ASSESSMENT further. This exercise has a range of goals related to If you were told that a mineral has a hardness of 15 understanding discipline-centered concepts and GPa, what would you predict its Mohs number development of critical reasoning skills. General aims of would be (approximately)? Garnet has a hardness of the exercise include 15 GPa - look up its Mohs number and compare the results to your estimate. (Or, if you tested garnet in • conducting experiments (scratch testing) that are reproducible and that are the basis for analysis, the other part of the exercise, how does your Journal of Geoscience Education, v. 55, n. 1, January, 2007, p. 56-61 • organizing and analyzing data, including creating and interpreting a graph and using tabulated data and images, • developing critical reasoning skills related to two datasets that can be compared, resulting in a deeper understanding of fundamental concepts, • seeing applications of the concepts to daily life and academic subjects. The last aim may involve a change in perception by students in the course of the exercise. That is, students may not initially see why knowing about the physical properties of minerals has relevance to their lives and other classes, but they will discover and learn examples that they can relate to other life and academic experiences. More specialized goals of the exercise include SUMMARY Hardness and scratch resistance tests are excellent teaching tools because they are simple, visual, easily reproduced, and involve comparison of minerals. These properties are also good examples upon which to base discussion of links between crystal chemistry, crystal structure, bond types/strengths, and macroscopic properties. The involvement in this exercise of a quantitative dataset for mineral hardness introduces students to an important modern technique for measuring mineral properties, one that has widespread use in materials science and engineering, as well as use and applications in mineralogy, mineral physics, structural geology, and seismology. ACKNOWLEDGEMENTS The indentation experiments were funded by NSF grant • relating physical properties of minerals to crystal EAR-010667 to D.L. Whitney, were conducted in the chemistry and structure, laboratory of R.F. Cook at the University of Minnesota, concepts, Brandon Schwab, an anonymous reviewer, and associate • understanding specific scientific applications of the and comprise the M.S. thesis of M.E. Broz. We thank • increasing student familiarity with common minerals editor Johnson for very helpful reviews. and their composition and structure (crystal systems, cleavage planes). REFERENCES Data that can be used to assess student learning include Bloss, F.D., 1994, Crystallography and Crystal Chemistry, Mineralogical Society of America, 545 p. • the accuracy of student-produced graphs of Mohs Broz, M.E., Cook, R.F., and Whitney, D.L., 2006, number vs. indentation hardness, and Microhardness, toughness, and modulus of Mohs • answers to the questions posed - both technical scale minerals, American Mineralogist, v. 91, p. questions directly related to the experiments and data, 135-142. as well as more general questions about underlying Klein, C., 2002, Manual of Mineral Science, 22nd edition, concepts and applications. John Wiley and Sons, 642 p. Mohs, F., 1825, Treatise on Mineralogy, (translated by W. The overall effectiveness of the exercise can be Haidinger). Caledonian Mercury Press, Edinburgh, evaluated by student grades on the exercise and by 458 p. completion rates of the exercise. If students are asked Nesse, W.D., 2000, Introduction to Mineralogy, Oxford both before and after the exercise about their knowledge University Press, 442 p. and views of uses of minerals and mineral properties, Novikov, N.V., and Dub, S.N., 1991, Fracture toughness one can also evaluate changes in perception regarding of diamond single crystals, Journal of Hard the significance and general applications of mineral Materials, v. 2, p. 3-11. properties beyond a classroom activity. A further Perkins, D., 2002, Mineralogy, 2nd edition. Prentice-Hall, indication of success of the exercise is the degree to 483 p. which student understanding of the related concepts of Whitne, D.L., Broz, M.E., and Cook, R.F., (in press), mineral structure, composition, and properties is Hardness, fracture toughness, and elastic modulus enhanced, and the extent of transfer of knowledge to of some common metamorphic minerals, American other classes that involve properties of minerals. Mineralogist. 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