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Wort Souring

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Also known as '''kettle souring''', souring in the boil kettle is a simple process that is often used if the brewer wants to subsequently heat pasteurize the wort. Pasteurizing the wort has the advantage of allowing the brewer to rack the pasteurized wort into a fermenter and pitch brewer's yeast without fear of an ongoing ''Lactobacillus'' infection in their post-boil equipment.
The brewing process is the same for any all -grain batch up until the first wort and sparge runnings are collected into in the boil kettle. The temperatures that a typical mash out/sparge reach should be enough to pasteurize the wort <ref name="pasteurization">[http://www.mbaa.com/meetings/districtpresentations/DistrictPresentations/2011_03_10PasteurizationTechnologies.pdf "District Michigan MBAA Technical Meeting Grand Ledge, MI". MBAA Presentation. 2011.]</ref>, however we advise heating the wort for a short boil (1-2 minutes) boil in order to kill a greater degree (2-3 logs more) of thermotolerant microbes <ref name="Heit_boiling">[https://www.facebook.com/groups/MilkTheFunk/permalink/1180630378631841/?comment_id=1180634488631430&reply_comment_id=1180677581960454&comment_tracking=%7B%22tn%22%3A%22R2%22%7D Conversation with Bryan of Sui Generis Blog regarding boiling versus lower temperature pasteurization. 11/18/2015.]</ref><ref>[http://sourbeerblog.com/lactobacillus-2-0-advanced-techniques-for-fast-souring-beer/ ''Lactobacillus'' 2.0 – Advanced Techniques for Fast Souring Beer. 11/18/2015. Retrieved 11/19/2015.]</ref>. Once all of the wort is collected in the boil kettle (and preferably brought to a boil), the wort is chilled to around 80-115°F (37-46°C), depending on the ''[[Lactobacillus]]'' culture that is being used (see the [[Lactobacillus#Culture_Charts|''Lactobacillus'' culture charts]]). Once chilled to the appropriate temperature that is appropriate, the wort in the kettle is inoculated with a culture of ''Lactobacillus''. Hops should not be added at any point before inoculating the wort with a culture of ''Lactobacillus''; most asmost species of ''Lactobacillus'' will be inhibited by the presence of even very small amounts hops (1-2 IBU or even just hop material from dry hopping). When using a pure culture of ''Lactobacillus'', it is generally a good idea to [[Lactobacillus#Starters_and_Pitching_Rate|create a 500 mL starter]] for ~5-6 gallons of wort.
There are various ways of inoculating the wort. A reliable method is pitching a pure culture of ''Lactobacillus'', or a blend of ''Lactobacillus'' cultures. Alternatively, a handful of unmilled malted barley can be added to the kettle for inoculation instead of a pure culture, since the husks of grain carry many microorganisms. If unmilled grain is added, it is thought that filling the head space of the kettle with CO2 will help decrease off-flavors such as "footiness" from [[Isovaleric Acid]], which are produced by aerobic microbes that are naturally present on the grain <ref name="khris_johnson">Personal correspondence with Khristopher Johnson of Green Bench Brewing Co. and Dan Pixley. 05/24/2016.</ref>. Keeping the temperature between 109-115°F (42.8-46°C) will encourage the ''Lactobacillus'' resident on the grain and will discourage other bacteria. Temperature consistency is critical during this process <ref name="young_grains">[https://www.facebook.com/groups/MilkTheFunk/permalink/1356058381089039/?comment_id=1356464531048424&comment_tracking=%7B%22tn%22%3A%22R%22%7D Conversation with Jeff Young from Blue Owl Brewing Co on souring from grains. 07/21/2016.]</ref>. Lowering the pH of the [[Wort_Souring#How_to_Pre-Acidify|wort to under 4.5 (ideally 4.0 - 4.3)]] will also discourage many other bacteria from thriving in the wort during the incubation period. This will also help with head retention <ref>[[Lactobacillus#Foam_Degradation]]</ref>. Souring with grains should occur within 1 or 2 days if done correctly <ref name="young_grains"></ref>. Do not consume wort that has been soured with grains until after it has been fully fermented by yeast because there is a chance that food poisoning pathogens will be present until ethanol is produced. See [[Grain#Malt_Inoculated_Wort|Blue Owl Brewing's grain inoculation methodology and data]] for more information on inoculating with grain. Consider [[Alternative Bacteria Sources]] for more reliable approaches to using "wild" ''Lactobacillus'', or ''Lactobacillus'' from sources other than yeast labs.
If a pure culture of ''Lactobacillus'' bacteria is used it is ideal , but not necessary , to fill the head space of the fermenter with CO2 gas (some brewers have reported that this will help reduce sulfur in the finished beer). Keeping positive pressure in the kettle with CO2 will help prevent contaminates that create [[Butyric Acid|butyric acid]] and other off-flavors from entering the kettle due to negative pressure, and is often the approach that commercial brewers take <ref>Personal correspondence with Steph Cope of CraftHaus Brewing Co. 02/06/2016.</ref>. The kettle should be held at the desired temperature for 24-72 hours (in some cases longer, but no longer than 5 days). Depending on the strain of ''Lactobacillus'', and the desired sour level, the time of incubation is ultimately a variable that is up to the brewer (see the ''[[Lactobacillus]]'' page for suggested temperatures and times for specific strains). The kettle lid should be firmly in place and optionally sealed with plastic wrap so that other microorganisms do not get in. Potential for the formation of [[Butyric Acid]] and [[Isovaleric Acid]] when using only a pure culture is extremely slight to none assuming that contamination does not occur. Temperature shifts during kettle souring are not a concern as long as the temperature does not get too hot high or too cold low for the specific ''Lactobacillus'' culture. Some species, such as ''L. plantarum'', create acidity at room temperature, and so some brewers will pitch this strain at around 90-100°F, and then let the temperature fall to room temperature during souring. Other species might not perform as well at colder temperatures, and so maintaining a fairly consistent hot temperature is desirable. If the temperature is allowed to fall, take precautions on not allowing any dust to get sucked into the fermenter since temperature decreases will create a vacuum inside the fermenter (flushing with CO2 is a good way to prevent a vacuum).
In order to address the challenges of creating a sealed environment in a commercial boil kettle (, which is often left open to the environment through the boil stack), some commercial brewers have found find it beneficial to rack the wort from the boil kettle to a mashtun, brite tank, fermenter (often dedicated), or another vessel that seals and purges well to do the souring sour in. The mashtun or other vessel is first cleaned, sanitized, and often purged with CO2. Once the wort is in the vessel , and at the correct temperature for the given culture of ''Lactobacillus'', the ''Lactobacillus'' is pitched into the vessel and the vessel is sealed off. If the vessel is sealed and air tight, temperature shifts from cooling won't suck air into the vessel, and a potentially more sanitary souring fermentation will occur. Using a fermenter or brite tank (if there are multiple) has the advantage of not occupying a bottleneck vessel such as the mashtun or boil kettle, but has more risk if the fermenter is not dedicated to kettle souring. Dedicating removable soft parts like gaskets and hoses will minimize the risk of infection originating from the fermenter or brite tank if it is not dedicated to souring <ref>[https://www.facebook.com/groups/MilkTheFunk/permalink/1778027798892093/ Various professional brewers. Milk The Funk Facebook post about souring in a mashtun, brite tank, or other vessel for commercial brewers. 08/02/2017.]</ref>.
Once the level of acidity is reached (this can be tested with a reliable [[PH_Meter|pH meter]], or in the case of using a pure culture can safely be taste tested), the wort is brought to a boil. The wort may be boiled normally in the case of any style of beer that requires a longer boiling process, or it may be boiled for no more than a minute or two in the case of making a [[Berliner Weissbier]]. Technically speaking, the wort doesn't need to be boiled at all (this is called [http://www.garshol.priv.no/blog/331.html Raw Ale]). Heat pasteurization at 140°F (60°C) for 15 minutes should kill the ''Lactobacillus'' culture being used to sour the wort <ref name="pasteurization" />.
Deciding whether or not to boil the wort can also depend on whether or not there was a considerable amount of alcohol produced, which as commonly happens when the wort is contaminated with yeast. Pure cultures of ''Lactobacillus'' do not show typical signs of fermentation that we are used to seeing with yeast fermentations, such as forming a krausen, producing a lot of CO2, or fermenting wort more than ~1.005 gravity points (see [[100% Lactobacillus Fermentation]]). See [[Wort_Souring#Dealing_With_Yeast_Contamination|Dealing With Yeast Contamination]] below.
Once the soured wort is boiled or heat pasteurized, it can be safely added to the primary fermenting vessel without worries of future infections. The wort is aerated as normal, and brewer's yeast, or ''[[Brettanomyces]]'' yeast , is then pitched into the wort as normal (usually brewer's yeast is used if infection of cold side equipment is a concern). At a pH of 3.4 or lower, the acidity of the wort can reportedly effect the fermentation of some strains of brewer's yeast <ref name="low ph">[http://www.homebrewtalk.com/f127/no-hop-berliner-weisse-415067/index3.html#post5280971 Michael Tonsmeire on HBT]</ref><ref>[http://www.themadfermentationist.com/2016/12/quick-sour-then-what-acid-tolerance-of.html "Quick Sour, then what? Acid Tolerance of Brewer’s Yeast." The Mad Fermentationist blog. Michael Tonsmeire. 12/13/2016. Retrieved 12/14/2016.]</ref>. For example, a published study showed that growth of US-05 was 82% at a pH of 3.51, and 53% at a pH of 3.17. Fermentation was delayed by 2-4 days (the lower the pH, the longer the start of fermentation was delayed) <ref name="peyer_2017">[http://www.asbcnet.org/publications/journal/vol/2017/Pages/ASBCJ-2017-3861-01.aspx Sour Brewing: Impact of Lactobacillus amylovorus FST2.11 on Technological and Quality Attributes of Acid Beers. Lorenzo C. Peyer, Martin Zarnkow, Fritz Jacob, David P. Schutter, Elke K. Arendt. 2017.]</ref>. It is recommended to pitch a healthy starter of yeast, possibly with a higher cell count than normal. In the case of When using dry yeast, re-hydrating as per the manufacturer's recommendations and , using a yeast nutrient like Go-Ferm is recommended. Many yeast strains have been successfully used by MTF members to ferment pre-acidified wort: US05, S04, WY1098/WLP007/OYL-006, Belle Saison, Sacch Trois, Bret brux, B. clausenii, B. custersianus, Bret Drie (BSI), WY3711, and WY3726 to name a few (see reference) <ref>[https://www.facebook.com/groups/MilkTheFunk/permalink/1105185972842949/ Conversation on MTF about using specific yeast strains in acidic wort. 7/6/2015.]</ref>. [http://www.themadfermentationist.com/2016/12/quick-sour-then-what-acid-tolerance-of.html Michael Tonsmeire] has shown results that suggest that English yeast strains might attenuate slightly more and give better flavor results than other strains; Richard Preiss from Escarpment Labs expressed similar observations <ref>[https://www.facebook.com/groups/MilkTheFunk/permalink/1509509862410556/?comment_id=1509520015742874&comment_tracking=%7B%22tn%22%3A%22R4%22%7D MTF conversation with Richard Preiss about English ale strains and pH tolerance. 12/13/2016.]</ref>. Brewers who are having difficulty fully fermenting pre-acidified wort can try growing their yeast in the soured wort (pasteurize the soured wort first if needed) with yeast nutrients (Fermaid K + DAP, for example). This assumes that the wort still has a lot of sugar left over after souring (if not, DME can be added). See [[Packaging#Acid_Shock_Starters|Acid Shock Starters]] for more information on how to acclimate yeast to a highly acidic environment to improve fermentation.
===Souring in the Primary Fermenter===
Wort can be soured in the primary fermenter before adding other yeasts. This is generally a good approach for brewers who aren't concerned with pasteurization and infections of their cold side equipment. This also has the advantage benefit of possibly producing a more complex sour beer overall or at least a sour beer that will evolve over time. It has the advantage over a more traditional [[Mixed Fermentation]] in that ''Lactobacillus'' is used to guarantee at least a certain level of sourness. This is also a good process to use for making a [[Berliner Weissbier]].
The process is very similar to the kettle souring technique, except with the exception that the wort is never pasteurized after it is soured. The This all -grain brewing process is the same for any all -grain brewing processprocessexcept that, except that after the boil , the beer is only chilled to the recommended temperature for the ''Lactobacillus'' strain that the brewer is going to use. Using grain husks for souring with this method is not advised inadviseable since the grain will stay in the fermenter during primary fermentation, and unwanted microbes on the grain husks would potentially have a longer exposure to the wort. Instead, the brewer should use a pure strain of ''[[Lactobacillus]]''. As a result of not using grains to sour the wort, there is remains less concern of developing [[Butyric Acid]] or [[Isovaleric Acid]] with this method. Even still, lowering the pH of the [[Wort_Souring#How_to_Pre-Acidify|wort to under 4.5 (ideally 4.0 - 4.3)]] will also discourage contaminating bacteria from thriving in the wort during the incubation period. This will also help with head retention <ref>[[Lactobacillus#Foam_Degradation]]</ref>. There is also the option of [[Mixed_Fermentation#Reusing_a_Sour_Yeast_Cake|using a sour yeast cake]] from another sour beer as the bacteria inoculation.
Once cooled to the desired temperature , usually around 90-115°F or 32.2-46°C (see the [[Lactobacillus#Culture_Charts|''Lactobacillus'' culture charts]] for desirable temperature ranges for different ''Lactobacillus'' cultures), the wort is racked to the primary fermenting vessel. Note that the wort should contain a low amount of IBU's IBUs when using this process since IBU's IBUs can inhibit many (but not all) species of ''[[Lactobacillus]]''. Using no Eliminating hops is can be a good approach to getting more acidity, but if hops are required than , then using less than 6 IBU's IBUs is a good guideline in general (see the [[Lactobacillus#Culture_Charts|''Lactobacillus'' culture charts]] for tips on hop tolerance for different ''Lactobacillus'' cultures). To achieve a very low IBU wort, consider mash hopping; mash . Mash hopping has been reported to reduce IBU's IBUs by ~70% <ref>[http://www.homebrewersassociation.org/how-to-brew/resources/conference-seminars/ ''Putting Some Numbers on First Wort and Mash Hop Additions''. David Curtis NHC 2014 Presentation.]</ref>. It is generally a good idea to create a 500 mL starter beforehand for ~5-6 gallons of wort (see [[Lactobacillus#Starters_and_Pitching_Rate|''Lactobacillus'' starters]]). Once the wort is racked to the primary fermenting vessel, the ''Lactobacillus'' culture is added directly to the fermenter. No other yeasts are added at this time. The ''Lactobacillus'' bacteria is allowed to incubate by itself in the wort for 1-3 days with the before mentioned target temperature maintained throughout the incubation period (some ''Lactobacillus'' species/strains may continue to produce acidity under lower temperatures, for example ''L. plantarum''). Small temperature fluctuations will should not adversely affect the souring process, as long as the temperature stays within the desirable range for that is desirable for the particular strain of ''Lactobacillus'', although the brewer should take care not to allow any dust to get sucked into the fermentation vessel due to as a result of temperature decreases. During the incubation time , as long as ''Lactobacillus'' is the only microbe growing in the wort, the gravity will not drop more than a few points, and the fermentation will be very calm (see [[Lactobacillus#100.25_Lactobacillus_Fermentation|''Lactobacillus'' fermentation]]. The exact time frame of incubation depends on the species/strain of ''Lactobacillus'', the manufacturer's recommendation, and the brewer's desired acidity level. Acidity can safely be measured with a reliable [[PH Meter|pH meter]] throughout this time. If possible, it is advised that the brewer fills the head space of the fermenter with CO2. Some brewers have reported report that this helps to reduce sulfur production, but if ''Brettanomyces'' is added to the beer later on in the process and allowed to age, this shouldn't be a concern.
After reaching the desired acidity level is reached from the incubating ''Lactobacillus'' bacteria, the brewer can crash cool the fermenter down to the desired temperature that is desired for the primary fermenting yeast. Both ''[[Saccharomyces]]'' and ''[[Brettanomyces]]'', or a blend can be used as primary fermenting yeast. ''Brettanomyces'' is often chosen because of it's higher tolerance of a low pH environment (3.4- pH <ref name="low ph">[http://www.homebrewtalk.com/f127/no-hop-berliner-weisse-415067/index3.html#post5280971 Michael Tonsmeire on HBT]</ref>), although many ''Saccharomyces'' strains have been successfully used (see the [[Wort_Souring#Souring_in_the_Boil_Kettle|Souring in the Boil Kettle]] section above). If the chosen yeast requires aeration and the brewer has the ability, the sour wort should be aerated before pitching yeast. Brewers have had good luck using Fermentis dry yeast products in the non-aerated wort. Re-hydrating after, of course, rehydrating the dry yeast as per the manufacturer's instructions and with using a yeast nutrient such as Go-Ferm is effective <ref>[http://www.scottlab.com/product-102.aspx Go-Ferm]</ref>. The wort is then fermented out as normal. The brewer can consider other [[Brewing Methods]] such as pitching ''Brettanomyces'', a mixed culture, or commercial sour beer dregs into secondary.
===Souring with Malted Grains in Another Vessel Before Racking to the Primary Fermenter===
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