Foxing is a form of age-related deterioration in paper-based materials, characterized by the appearance of scattered reddish-brown, yellow, or black spots that do not typically damage the structural integrity of the fibers but affect visual aesthetics.[1] These spots, often described as spidery or blotchy, arise primarily from interactions between environmental factors, contaminants, and the paper's composition, making foxing a common issue in historical books, prints, stamps, and documents from the 18th and 19th centuries.[2][3]The primary causes of foxing include fungal or bacterial activity, metal-induced oxidation, and moisture-related chemical reactions, often occurring in tandem.[1] Fungi such as Aspergillus and Penicillium species thrive in high-humidity environments, producing waste products that stain the paper, while metal impurities like iron and copper—introduced during papermaking from machinery, water sources, or pollution—catalyze cellulose oxidation when exposed to moisture, creating acidic conditions that exacerbate the discoloration.[2][4] Biological contaminants can enter during production or handling, such as when damp paper is left in unclean settings, and the resulting stains may fluoresce under ultraviolet light, aiding identification.[1][3]Foxing patterns vary, with "bull's-eye" spots featuring dark centers and concentric rings, or "snowflake" formations that are irregular and scalloped, typically measuring from pinpoint size to several millimeters.[1] It predominantly affects machine-made papers due to inherent impurities, though it can appear on handmade varieties if exposed to similar conditions, and is preventable through storage in cool, dry, clean environments with relative humidity below 70-75%.[2][4] Treatment options, such as alkaline washes, bleaching agents like hydrogen peroxide, or metal chelators like EDTA, aim to reduce stains but carry risks of reoccurrence if humidity persists, and conservators often prioritize stabilization over complete removal to preserve historical value.[1][3]
Overview and Characteristics
Definition and Appearance
Foxing is a degradation phenomenon characterized by the appearance of irregular yellowish-brown spots or stains on paper-based materials, including books, prints, and other cellulosic substrates. These spots typically measure 1-5 mm in diameter and often appear in clustered patterns, disrupting the uniformity of the surface. The term "foxing" derives from the rusty red coloration reminiscent of a fox's fur and was first documented in 1848.[1][5][1]Visually, foxing manifests as scattered discolorations that begin as pale yellow patches and evolve into reddish-brown or rust-like tones, with fuzzy or irregular edges that distinguish them from sharper stains. The progression of color and intensity can vary based on the paper's age, environmental humidity, and underlying substrate composition, sometimes forming "bullseye" patterns with dense dark centers surrounded by lighter rings or "snowflake" shapes with scalloped outlines. Under ultraviolet light, affected areas may fluoresce, revealing a white halo around non-fluorescent cores, aiding in preliminary identification. Recent research as of 2024 utilizes hyperspectral imaging for non-destructive detection of foxing patterns and early-stage fluorescence.[5][1][3][6][7] This deterioration is particularly prevalent in 18th- and 19th-century machine-made papers, as seen in historical examples such as antique maps and illuminated manuscripts.[5][1][3][6]While primarily affecting visual aesthetics, foxing can cause localized weakening of cellulose fibers through oxidation in some cases, potentially rendering affected zones more friable and brittle, though it does not typically compromise overall structural integrity. The spots also exhibit elevated acidity compared to surrounding areas, with pH levels often dropping to 4-5, which accelerates hydrolytic degradation and reduces tensile strength. These effects were noted in early 20th-century analyses of foxed documents, highlighting foxing's role in long-term structural decline.[5][1][8]
Types of Foxing
Foxing can be classified based on its observable patterns, which reflect differences in distribution and depth of penetration into the material. Superficial foxing appears as isolated spots confined to the surface layer, often resulting in discoloration without significant structural impact, while deep foxing penetrates through multiple fibers or layers, such as extending across several pages in bound volumes. Clustered foxing manifests as concentrated groups of spots in areas prone to moisture accumulation, like folds or margins, whereas dispersed foxing presents as randomly scattered spots across the entire surface. These patterns aid conservators in assessing the extent of deterioration and planning interventions.[9][10]Substrate-specific variations of foxing occur on different materials, each influenced by the composition and environmental exposure. On paper, particularly in books and documents, foxing is the most prevalent form, often appearing as reddish-brown spots due to impurities or microbial activity in the pulp. Textile foxing affects fabrics such as linen garments or clothing, where spots develop from similar oxidative or biological processes on cellulosic fibers, leading to localized staining on historical attire. In mounted biological specimens, such as study skins, foxing impacts melanin-rich tissues, causing spotting from mold or chemical reactions that degrade the organicmatrix. These distinctions highlight how foxing adapts to the material's properties, with paper exhibiting the widest range of manifestations.[10][11][12]The severity of foxing is categorized by its visual and structural effects, guiding conservation priorities. Mild foxing involves purely cosmetic spots with no alteration to the material's integrity, allowing for non-invasive monitoring. Moderate foxing introduces slight brittleness or increased acidity around affected areas, potentially weakening the substrate over time. Severe foxing results in crumbling or friability at the spots, where the material becomes highly acidic and structurally compromised, often requiring advanced stabilization. Representative examples include rust foxing, arising from iron impurities oxidizing in early 20th-century newsprint, which typically presents as clustered reddish spots, and mold foxing observed in tropical-stored archives, where high humidity promotes dispersed biotic stains on paper collections.[10][13][3]
Causes
Biological Causes
Fungal activity represents the primary biological cause of foxing on paper, where certain species colonize the substrate and produce pigments that result in characteristic brown stains. Common fungi involved include Aspergillus, Penicillium, and Cladosporium, which thrive in high-humidity environments with relative humidity exceeding 70%. These organisms synthesize melanin pigments during growth, which bind to the paper fibers and create the localized discoloration observed in foxed areas.[14][15]The process begins with the germination of mold spores in moist conditions, activating dormant propagules that penetrate the paper surface. Once established, the fungi metabolize cellulose through secreted enzymes such as cellulases, which hydrolyze the polymer into simpler sugars for nourishment, thereby weakening the fiber structure. As hyphae extend and proliferate, they deposit brownish melanin-laden structures on and around the fibers, contributing to the visible staining without necessarily destroying the paper entirely.[16][17]Bacterial involvement in foxing is less prevalent than fungal, but species such as Bacillus can play a role, particularly in alkaline papers where they promote enzymatic degradation. These bacteria produce cellulolytic enzymes that break down cellulose, potentially exacerbating discoloration in conjunction with fungal activity, though their contribution is typically secondary.[18]Microscopic evidence supports the biological etiology, with a seminal 1978 study using fluorescence microscopy to identify fungal hyphae weaving around paper fibers in foxed spots, absent in unstained regions. Subsequent mycological analyses of archival samples have confirmed fungi in a significant proportion of cases, underscoring their dominant role in this deterioration process.[16][1]
Chemical and Environmental Causes
Foxing can arise from metal-induced degradation, where trace impurities such as iron, copper, or manganese ions present in the paper or ink undergo oxidation in the presence of humid air, leading to the formation of rust-like deposits of ferric oxide (Fe₂O₃) or hydroxide. This process is catalyzed by moisture and oxygen, following a simplified reaction:
$4\mathrm{Fe} + 3\mathrm{O_2} + 6\mathrm{H_2O} \to 4\mathrm{Fe(OH)_3}
Such metallic contaminants, often introduced during papermaking from water sources or machinery, concentrate in localized spots, accelerating the breakdown of cellulose fibers and producing the characteristic reddish-brown stains.[1][19]Cellulose oxidation represents another key chemical mechanism, involving the auto-oxidation of paper fibers exposed to light, ultravioletradiation, or atmospheric pollutants, which generates carbonyl groups (C=O) that cause yellowing and embrittlement of the cellulose chains. This degradation weakens the polymer structure, contributing to the irregular spotting observed in foxed areas, as confirmed by infrared spectroscopy detecting increased carbonyl absorption.[20][21]Environmental factors significantly trigger and exacerbate these chemical reactions. High relative humidity levels of 70-90% facilitate metal corrosion and cellulose hydrolysis, while temperature fluctuations around 15-25°C optimize reaction rates without extreme thermal damage. Poor air quality, particularly elevated concentrations of sulfur dioxide (SO₂) and nitrogen oxides (NOx), promotes acidification of the paper surface, further catalyzing oxidative processes.[1][22]Research from the 1990s onward has advanced multi-factor models, demonstrating synergistic interactions such as metals catalyzing oxidative degradation alongside environmental stressors, rather than isolated causes. Recent studies as of 2021 have further confirmed these multi-factorial causes in historical manuscripts, such as early Qajar era documents, identifying both metal deposits and microbial activity. Fourier transform infrared (FTIR) spectroscopy studies have debunked earlier single-cause theories by revealing complex spectral signatures of combined oxidation and metal deposition in foxed spots, supporting integrated approaches to understanding the phenomenon.[23][20][19]
Identification and Analysis
Detection Methods
Detection of foxing typically begins with visual and microscopic examinations to identify the characteristic spots and their morphology. Under transmitted light, foxing appears as reddish-brown or yellowish stains with distinct cores or bullseye patterns, often more visible on the verso side of the paper.[10] Microscopic analysis, including stereomicroscopy and scanning electron microscopy (SEM), reveals the spot's surface erosion, irregular particle distribution, or fungal hyphae in biotic cases, with SEM particularly useful for detecting metal cores like iron particles embedded in the paper matrix.[24]Ultraviolet (UV) fluorescence examination at 360 nm further aids detection; foxing spots often exhibit yellowish-white fluorescence, with early-stage or fungal-related stains showing brighter rims around the discoloration, while iron-dominated spots may show no fluorescence.[10]Chemical analysis provides confirmatory evidence of foxing's composition and impact. pH testing of affected areas demonstrates increased acidity compared to surrounding paper, with pH values in affected areas often around 4 to 5, indicating localized degradation.[21][25]Fourier transform infrared (FTIR) spectroscopy, often using attenuated total reflectance (ATR) mode, identifies biomarkers such as fungal metabolites or metal oxide signatures in the 1500–1700 cm⁻¹ region, distinguishing biotic from abiotic foxing.[26]Staining tests, including potassium ferrocyanide for iron detection (producing a blue precipitate) or iodine-based assays to assess cellulose degradation through color changes in damaged fibers, offer simple spot-level verification.[10]Non-destructive methods enable assessment without physical intervention, preserving fragile artifacts. Multispectral imaging, encompassing UV, visible, and infrared wavelengths, maps foxing progression by highlighting fluorescence and spectral differences between stained and unstained areas, facilitating large-scale documentation.[27]X-ray fluorescence (XRF) spectrometry detects elemental peaks, such as elevated iron (Fe) concentrations around 6.4 keV, confirming metal involvement in spot formation without sampling.[28]In library conservation, these methods have been applied to historic documents; for instance, a 2021 study of an early Qajar-era Quran manuscript used FTIR spectroscopy with Gaussian peak deconvolution to quantify cellulose oxidation in foxing spots, revealing abiotic degradation driven by metal ions like iron and copper, as corroborated by µ-XRF.[19]
Differentiation from Similar Damage
Foxing is distinguished from other forms of paper degradation primarily by its characteristic appearance of irregular, clustered reddish-brown spots, which differ markedly from the uniform yellowing associated with acid hydrolysis or the even bleaching resulting from prolonged light exposure.[1] Acid hydrolysis leads to widespread, non-localized discoloration due to the breakdown of cellulose chains by acidic conditions, whereas light-induced damage causes a gradual, overall fading without discrete spotting.[1] In contrast, foxing spots are localized and often exhibit a three-dimensional structure with embedded particles, aiding in visual identification under transmitted light.[1]Compared to water stains, foxing presents permanent, fuzzy-edged spots that do not form the distinct tide lines typical of liquidexposure, nor do they show associated ink bleeding.[1]Solubility tests further differentiate them, as foxing is generally insoluble in water, while water damage may partially dissolve or reveal soluble residues upon testing.[29] This permanence and lack of sharp boundaries help conservators avoid misattributing foxing to prior flooding or spills.Foxing lacks the raised, fuzzy surface growth or halo effects seen in mold blooms and the ink-specific corrosion patterns of iron-gall inks, where degradation radiates from written areas.[1]Microscopy reveals foxing's embedded metallic or fungal particles within the paper fibers, unlike the surface mycelium of active mold or the acidic pitting from inkcorrosion.[1] These traits prevent confusion with biological surface contaminants or chemical reactions tied to media.Insect frass and pollution spots can mimic foxing's discoloration but are differentiated by texture and optical properties: frass appears granular and lacks the fluorescence of foxing under UV light, while pollution causes more diffuse, non-clustered staining.[1] Foxing often fluoresces yellowish-white in early stages, indicating cellulose alteration, whereas frass shows minimal to no fluorescence.[1] Historical cases, such as 18th-century European prints initially attributed to ink bleed, have been reclassified as foxing through such analyses, highlighting the importance of these differentiators in accurate diagnosis.
Prevention
Environmental Controls
To prevent foxing in paper-based materials such as books and archival documents, storage environments must maintain stable, low-moisture conditions that inhibit fungal growth and chemical reactions exacerbated by humidity. Optimal relative humidity (RH) levels of 40-50% and temperatures of 18-20°C are recommended, as these ranges minimize moisture absorption by paper while avoiding brittleness from overly dry air.[31][32] These conditions can be achieved through heating, ventilation, and air conditioning (HVAC) systems in institutional settings, supplemented by silica gel desiccants in enclosed storage boxes or cabinets to absorb excess moisture and prevent condensation.[31][33]Air quality management is essential to reduce exposure to particulate matter and gaseous pollutants that can catalyze foxing. High-efficiency particulate air (HEPA) filters in HVAC systems capture dust and fine particles, while activated charcoal filters adsorb harmful gases such as sulfur dioxide and ozone, which contribute to paper degradation.[33][34] Additionally, materials should be stored away from direct sunlight or ultraviolet (UV) light sources, using opaque enclosures or UV-filtering sleeves to prevent photochemical reactions that accelerate discoloration.[31]Ongoing monitoring ensures these conditions are sustained, with protocols involving the use of digital dataloggers to record temperature and RH at regular intervals, often every 15-60 minutes.[35] Thresholds for alerts include RH exceeding 60%, which signals potential mold risk, prompting immediate adjustments like increased dehumidification.[35] Regular visual inspections of storage areas, conducted monthly or quarterly in archives, help detect early signs of environmental drift or dust accumulation.[33]Institutional guidelines for foxing prevention align with ISO 11799, which specifies requirements for archive storage facilities, including climate control, pollutant filtration, and structural elements like seismic-proof shelving to minimize vibrations that could dislodge dust and compromise air quality.[32] These standards emphasize passive environmental management to support long-term preservation without active intervention.[32]
Material and Handling Practices
In material selection for paper-based items susceptible to foxing, conservators recommend using acid-free and lignin-free papers with a pH of 7.0 or higher to minimize acidic degradation that can catalyze spot formation.[2] These materials resist the breakdown of cellulose and reduce the migration of impurities that contribute to discoloration. Recycled papers should be avoided when possible due to their potential high content of residual metals from prior printing processes, which exacerbate vulnerability.[36]Handling protocols are essential to limit direct contact and contamination. Conservators advise wearing nitrile or cotton gloves to prevent the transfer of skin oils and salts, which can promote localized staining or fungal growth.[2] During transport or examination, items should be supported with clean, non-acidic boards or folders to distribute weight evenly and avoid creases that might trap moisture.[37]Exhibition exposure should be limited, typically to no more than three months for paper artifacts, with shorter durations for light-sensitive items, to reduce cumulative stress from handling and display; consult a conservator for specific cases.[38]Archival enclosures provide a protective barrier against environmental fluctuations and contaminants. Mylar (polyester) sleeves or solander boxes, constructed from acid-free materials, offer stable housing that buffers items while allowing inspection without removal.[2] For high-risk items, pre-storage fumigation with non-residual agents can eliminate potential biological agents, though it requires professional oversight to avoid chemical residues.[10]Best practices from conservators, as outlined in American Institute for Conservation (AIC) guidelines, emphasize minimal intervention to prioritize preventive measures over reactive treatments.[39] For instance, library digitization projects, such as those implemented by the Library of Congress, have significantly reduced physical handling by creating digital surrogates, thereby lowering the incidence of handling-induced foxing in rare collections.[40] These approaches ensure long-term preservation while maintaining accessibility.[41]
Treatment and Conservation
Methods for Paper and Books
Conservation techniques for foxing on paper artifacts, such as books and documents, aim to remove stains while preserving the structural integrity of the cellulosic substrate. These methods typically involve a combination of mechanical, chemical, and stabilization approaches, selected based on the severity of the foxing and the artifact's condition. Mechanical removal is often the first step for superficial spots, followed by chemical interventions to address underlying causes like metal ions or fungal residues. Post-treatment stabilization ensures long-term preservation without reintroducing acidity or distortion.[1]Mechanical removal techniques focus on gently eliminating surface-level foxing without abrading the paper fibers. Gentle brushing with soft-bristled tools or vinyl erasers can dislodge loose particles and superficial stains, particularly those caused by metal inclusions. For more precise intervention, a scalpel under magnification may be used to excise iron particles from foxed areas, minimizing damage to surrounding paper. These methods are most effective for early-stage foxing and are often followed by deacidification to prevent recurrence.[1]Deacidification baths, such as those using magnesium bicarbonate solutions, neutralize acidic residues and deposit an alkaline buffer to stabilize the paper. This aqueous treatment washes away soluble degradation products while addressing metal-induced foxing by binding iron or copper ions. The process involves immersion with thorough rinsing to remove excess salts.[42]Chemical treatments target the biochemical components of foxing. Hydrogen peroxide bleaching, applied as a 2-3% solution adjusted to near-neutral pH, oxidizes organic stains and lightens discoloration without excessive fiber degradation when pre-treated to inactivate metals. For biological foxing, enzyme washes using lyticase or similar proteases break down fungal cell wall residues; these are delivered via agarose gels or hydrogels for controlled application, often combined with chelators like EDTA to remove iron. Treatment durations range from 20-120 minutes, followed by rinsing to eliminate residues. Laser cleaning provides precise ablation, with Q-switched Nd:YAG lasers at 532 nm (fluence 0.3-0.5 J/cm²) or F2 lasers at 157 nm effectively removing mold and foxing spots by vaporizing contaminants at the surface, achieving high selectivity for metal-rich areas without thermal damage to cellulose.[1][43][44][45]Stabilization follows treatment to restore neutrality and prevent distortion. Aqueous immersion ensures uniform penetration of solutions, with artifacts dried under tension using blotters and weights to maintain flatness and avoid cockling. Post-treatment neutralization to pH 7, often with calcium hydroxide rinses, removes residual chemicals and buffers the paper against future acidification. These steps are critical for cellulosic materials, enhancing tensile strength and reducing brittleness.[42]A notable case study involved the 2018 conservation of two 19th-century Puvis de Chavannes lithographs on chine collé paper, where enzyme gels with lyticase and chelators reduced diffuse foxing, achieving up to 5.76 units improvement in lightness (ΔL*) and 4.63 units reduction in yellowness (Δb*) without delamination or fiber loss. Similarly, laser cleaning of a foxed 18th-century G.B. Piranesi engraving using Nd:YAG at 200 mJ/cm² successfully ablated rusty-red stains over 30 minutes, with no structural damage observed.[43][44]Recent advances as of 2025 include bio-cleaning techniques utilizing bacterial enzymes to target organic stains with greater specificity and reduced risk to paper fibers, as well as hyperspectral imaging for non-invasive detection to guide treatments.[46][47]
Approaches for Biological Specimens
In the conservation of biological specimens such as herbarium sheets, pinned insects, and study skins, foxing presents unique challenges due to the fragility of organic materials and the need to preserve scientific integrity. Treatments prioritize minimal intervention to avoid compromising the specimen's structure, morphology, or historical value, often favoring stabilization over complete removal of stains. Aqueous methods common for paper artifacts, like immersion washing, are generally avoided as they risk delaminating pressed plant tissues or dissolving adhesives in mounted specimens.[48][49]For fungal-induced foxing, which manifests as brown spots from microbial activity on the supporting paper or specimen edges, surface cleaning with 95% ethanol is a targeted approach to kill residual fungi without penetrating the material. This method, applied via soft brushing, halts further biological degradation while allowing documentation of the treatment on the specimen label for traceability. In cases of confirmed mold-related foxing, specimens are isolated and treated in a controlled environment to prevent spread, followed by thorough airing to evaporate residues. Outcomes show reduced active fungal growth, though pre-existing stains may persist as they contribute to the specimen's provenance.[48]Deacidification serves as a key stabilizing treatment for acid-catalyzed foxing in herbarium sheets, where low pH from lignin breakdown or historical preservatives exacerbates spotting. Non-aqueous sprays like Bookkeeper, containing magnesium oxide particles, are applied selectively to the verso of sheets to neutralize acidity (raising pH from acidic levels of 5-6 to neutral-alkaline around 8) without contacting delicate plant material or inks. This process minimizes migration of secondary metabolites from specimens, such as flavonoids that can intensify discoloration, and enhances long-term paper stability. In a documented case of a 19th-century bound herbarium, deacidification and other treatments allowed successful conservation and remounting of the majority of sheets, making them suitable for handling and display without altering specimen morphology.[49][10]Localized mechanical and chemical cleaning addresses minor staining on specimen mounts, using soft brushes, vinyl erasers, or scalpel scraping to remove surface dirt contributing to foxing appearance, followed by consolidation with rice starch paste if needed. These interventions are tested on inconspicuous areas first, ensuring no adverse effects on biological tissues. Overall, such approaches extend specimen usability while respecting ethical guidelines that view foxing as part of the artifact's history in scientific collections.[49][10]Post-treatment, biological specimens are rehoused in acid-free folders or Solander boxes with buffered interleaving paper (pH 7-8) to buffer against acidity and pollutants, maintaining relative humidity at 45-60% and temperatures of 19-24°C to inhibit recurrence. Monitoring with UV light or microscopy confirms treatment efficacy, with annotations updating collection records. While complete stain removal is rare, these methods effectively mitigate progression, preserving both aesthetic and research value.[48]