Citation: Lee, J.; Murad, S.; Nikolov,
A. Ballpoint/Rollerball Pens: Writing
Performance and Evaluation. Colloids
Interfaces 2023, 7, 29. https://
doi.org/10.3390/colloids7020029
Academic Editors: Marzieh Lotfi,
Reinhard Miller and Mohammad
Firoozzadeh
Received: 6 March 2023
Revised: 29 March 2023
Accepted: 31 March 2023
Published: 4 April 2023
Copyright: © 2023 by the authors.
Licensee MDPI, Basel, Switzerland.
This article is an open access article
distributed under the terms and
conditions of the Creative Commons
Attribution (CC BY) license (https://
creativecommons.org/licenses/by/
4.0/).
colloids
and interfaces
Article
Ballpoint/Rollerball Pens: Writing Performance and Evaluation
Jongju Lee , Sohail Murad and Alex Nikolov *
Department of Chemical and Biological Engineering, Illinois Institute of Technology, Chicago, IL 60616, USA
* Correspondence: nikolov@iit.edu; Tel.: +1-312-567-5980
Abstract: Here, a brief history of the development of the ballpoint/rollerball pen and the fountain
pen is presented. Their principle of operation is analogous that of multipart microfluidics-type
devices, where capillarity–gravity drives the ink, a complex fluid, to flow in the confinement of
a micrometer-sized canal or to lubricate a ball rotating in a socket. The differences in the opera-
tional writing principles of the fountain pen versus the ballpoint/rollerball pen are discussed. The
ballpoint/rollerball pen’s manner of writing was monitored using lens end fiber optics and was
digitally recorded. The ball rotation rate per unit length was monitored using a piezoelectric disk
oscilloscope technique. The role of ink (a complex fluid) chemistry in the wetting phenomenon
is elucidated. We also discuss methods for studying and evaluating ink–film–ball–paper surface
wetting. The goal of the proposed research is to optimize and improve the writing performance of
the ballpoint/rollerball pen.
Keywords: ballpoint pen; fountain pen; microfluidics; wetting; piezoelectric disk transducer;
ink-complex fluid; modeling
1. Introduction
“Verba volant, scripta manent” (Calus Titus).
The development of writing changed the world and began a new era of civilization.
Humans used spoken languages for a hundred thousand years before they were inspired
to mark their ideas down and preserve knowledge for future civilizations. Handwriting
devices, such as those used with clay tablets (tokens) and papyrus, were used to write
symbols expressing verbal meaning [1]. These early devices included tools with a sharp
triangular tip, reed-like pens, and pens made from a goose or swan feather. Before the cur-
rent fountain pen design appeared, many people contributed to its development, including
Aristotle (384–332 BC) and Leonardo da Vinci (1452–1519) [2]. Fountain pen lovers are
usually hobby enthusiasts who enjoy pen writing and calligraphy. The price of a fountain
pen with good writing performance is more than USD 100, much more expensive than the
popular USD 1 ballpoint/rollerball pen. To evaluate the cost of the writing performance of
fountain pens and ballpoint pens, the design and operating principles were investigated.
Figure 1 depicts the main features of fountain pens and ballpoint pens.
The two handwriting devices’ operations are analogous to multipart microfluidics-
type devices in which capillarity–gravity drives the ink, a complex fluid, to flow in the
confinement of a micrometer-sized canal or to lubricate a ball rotating in a socket. They
have a common feature: the delivery of ink through hydrostatic pressure. However, the ink
delivery mechanisms for writing are very different: a nib with a slit versus a ball in a socket.
The fountain pen’s ink–paper writing, i.e., the ink–cartridge–feeder–nib–slit and the air
bubble capillary valve, were described by us in a recently published paper [3]. The fountain
pen ink feeder (the unit between the ink cartridge and nib) has two canals: an ink canal and
an air canal (see Figure 1A). During writing, the ink flows from the cartridge through the
ink feeder canal to the nib slit. Once the holding air pressure builds up in the cartridge, the
ink flow is reduced and stopped. To continue the ink flow while writing, the air holding
pressure in the ink cartridge needs to be reduced. The air bubble has to move through
Colloids Interfaces 2023, 7, 29. https://doi.org/10.3390/colloids7020029 https://www.mdpi.com/journal/colloids