Abstract
Electrokinetic phenomena originally developed in colloid chemistry have drawn great attention in micro- and nano-fluidic lab-on-a-chip systems for manipulation of both liquids and particles. Here we present an overview of advances in electrokinetic phenomena during recent decades and their various applications in micro- and nano-fluidics. The advances in electrokinetics are generally classified into two categories, namely electrokinetics over insulating surfaces and electrokinetics over conducting surfaces. In each category, the phenomena are further grouped according to different physical mechanisms. For each category of electrokinetics, the review begins with basic theories, and followed by their applications in micro- and/or nano-fluidics with highlighted disadvantages and advantages. Finally, the review is ended with suggested directions for the future research.
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1 Introduction
The manipulation of fluids and particles at microscale level is receiving intensive attention due to its relevance to the development of micro total analysis systems (μTAS) for drug screening and delivery, environmental and food monitoring, biomedical diagnoses and chemical analyses, etc. However, the widely used fluid manipulation techniques at macroscale cannot be directly adopted at microscale due to the inherently small Reynolds number involved in microscale. One typical example is that the fluid instabilities caused by inertial effects at macroscale disappear at microscale due to strong viscous effects. Thus, the microfluidic mixing is dominated by molecular diffusion, without much benefit of the flow instabilities. In fluidic devices with micrometer scales (10–100 μm), it takes relatively long time (e.g., about 100 s for molecules with diffusivity of 10−10 m2/s) to achieve a good mixing. Another inherent limitation at microscale is that the pressure-driven flow becomes inefficient, because the flow rate under a given driving pressure gradient is inversely proportional to the fourth power of channel dimension. Various techniques are thus being proposed for pumping, mixing, manipulating, and separating liquids and particles at microscales. Owing to large surface to volume ratios in microfluidic devices, surface phenomena naturally are among the most preferred ones. Electrokinetic phenomena belong to such surface phenomena, and already become the most popular non-mechanical techniques in microfluidic devices. The popularity of electrokinetic techniques is ascribed to their numerous advantages: no moving parts and thus immune to mechanical failure, readily electronic control and thus ease of automation, flat velocity profiles of liquid sample and thus effectively reduce the sample dispersion, fluid or particle velocity does not depend on the microchannel dimensions, etc..
Since the fluid or particle velocity generated by conventional electrokinetics is linearly proportional to the strength of externally applied electric field, the conventional electrokinetic phenomena are also termed linear electrokinetic phenomena. The classic electrokinetic phenomena, however, have some drawbacks (Bazant and Squires 2004): (1) the poor control of surface charge (or zeta potential); (2) the resulting velocity for liquid or particle is somewhat low, e.g., u s = 70 μm/s in aqueous solution with E 0 = 100 V/cm and ζ = 10 mV; (3) AC electric fields that can reduce undesirable electrochemical reactions produce no net motion of liquid or particle. Some of recently developed electrokinetic techniques are of proven ability to diminish or circumvent one or some of these disadvantages rooted in classic linear electrokinetics.
This paper reviews development in electrokinetics by focusing on physical mechanisms as well as micro- and/or nanofluidic applications. This review is organized as follows: Section 2 presents basic theories for the electric double layer and classic electrokinetic phenomena since they are helpful to understand the advances in electrokinetics reviewed later. Section 3 reviews comprehensively the development in electrokinetic phenomena and their micro- and/or nanofluidic applications. In Sect. 4, the conclusions are made and possible research directions for future studies are identified and highlighted.
2 Classic electrokinetic phenomena
2.1 The classic theory of electric double layer (EDL)
Solid surfaces acquire electrical charges when they are brought into contact with polar solvents (Hunter 1981) such as electrolyte solution. The origins of such surface charges are diverse, including several popular mechanisms: (1) preferential adsorption of ions in the solution, (2) adsorption–desorption of lattice ions, (3) direct dissociation or ionization of surface groups, and (4) charge-defective lattice: isomorphous substitution.
To maintain the electroneutrality of the system, electric double layer (EDL) with excess of counterions must be formed to counterbalance the surface charge. Although it is traditionally termed “double” layer, its structure can be very complicated and may contain three or more layers in most instances. Figure 1 below illustrates schematically the most general model for an electrical double layer. For example, consider in this case that the surface charge is negative and a layer of some anionic species (green) in the solution is specifically absorbed on the surface. Such specific absorption is mainly due to the chemical affinity of ionic species to the solid surface other than Coulombic interactions (Delgado et al. 2007; Hunter 1981). Outside the layer of specifically absorbed ions, counterions (cations) are attracted by the negatively charged surface due to the Coulombic force only.
Based on the Gouy–Chapman–Stern model shown in Fig. 1, the structure of EDL can be identified as follows (Delgado and Arroyo 2002; Delgado et al. 2007):
-
(i)
The plane located at x = β i is called the inner Helmholtz plane (IHP) and the plane at x = β d is called the outer Helmholtz plane (OHP). The IHP is the plane cutting through the center of the adsorbed species. The OHP is the plane cutting through the counterions at their position of closest approach.
-
(ii)
The region between x = 0 and x = β d is often named the Stern layer or sometimes the compact part of the double layer.
-
(iii)
The portion extending from x = β d is called the diffuse layer or sometimes the diffuse part of the double layer. The concentration of counterions in the diffuse layer decreases as the location departs away from the surface.
-
(iv)
The plane located at x = β ζ is called the shear plane (SP). The well-known zeta potential is defined as the potential difference between this plane and the bulk solution. In general, SP is not co-planar with OHP. At the SP, it is assumed that the viscosity of the liquid medium jumps discontinuously from infinity in the Stern layer to a finite value in the diffuse layer. Shear plane is the boundary that separates the EDL into a mobile part and an immobile part. For the sake of convenience, the zeta potential is taken to be equivalent to the potential at the OHP in most circumstances, i.e. \( \psi_{d} = \zeta \). See page 201–216 in Hunter (1981) for more detailed discussion.
The OHP signifies the beginning of the diffuse layer. The diffuse layer can be mathematically described in terms of the equilibrium condition for ions as
where e is the elementary charge, z i denotes the valence of ions, k B is the Boltzmann constant, T is the absolute temperature, and n i is the number concentration of ions. In Eq. (1), the first term corresponds to the electrostatic force on ions of type i and the second term denotes the thermodynamic force due to ionic diffusion. The solution of Eq. (1) under the condition \( n_{i} = n_{i}^{0} (\infty ) \) for \( \psi = 0 \) leads to the famous Boltzmann distribution
where \( n_{i}^{0} (\infty ) \) is the bulk number concentration of ions of type i (far from the charged surface), and vector r represents the location in the electrolyte domain. Finally, the Poisson equation relates the potential and ionic concentrations by
where ε 0 is the electric permittivity of vacuum (8.854 × 10−12 F/m) and ε r is the dielectric constant of electrolyte solution. In most related studies of electrokinetics, the dielectric constant of electrolyte solution (ε r) is assumed to be constant in the whole electrolyte domain. Equation (3) is the so-called Poisson–Boltzmann equation which is the mathematical presentation of Gouy–Chapman theory describing the physics of the diffuse part of EDL.
Due to non-linearity, there is no general solution to this partial differential equation, but in certain cases analytical solutions are available.
Case 1 For a flat surface with a low potential \( \psi_{\text{d}} \), Eq. (3) can be linearized based on the Debye-Hückel approximation, and then the solution can be sought as
where κ−1 is called the Debye length which gives a measure of the thickness of the EDL. It can be formulated as
the typical values of Debye length κ−1 for different electrolyte concentrations for the case of binary monovalent electrolytes are shown in Table 1. It is clear that the Debye length decreases with increasing the electrolyte concentration. At high molarities, the thickness of EDL is very small. However, the double layer thickness in a solution without electrolytes can be regarded as infinitely thick (i.e., a large distance from the surface).
Case 2 For a flat surface with an arbitrary potential \( \psi_{\text{d}} \) and a symmetric electrolyte (z 1 = −z 2 = z), the Poisson–Boltzmann Eq. (3) has the famous Gouy–Chapman solution given by
where Y is the dimensionless potential
Case 3 For a spherical surface (radius a) with low potentials, Eq. (3) can be solved as
For other cases, either numerical solutions or approximate methods have to be applied to solve Eq. (3).
2.2 Classic linear electrokinetic phenomena
Generally speaking, electrokinetic phenomena are the consequences of the interaction between applied electric field and the EDL. In the context of classic electrokinetics, surface charges are solely determined by the physiochemical properties of the surface and solution. Therefore, for a given surface and electrolyte solution, the surface charge is fixed and independent of external electric field.
2.2.1 Small zeta potentials
A solid surface submerged in aqueous solutions acquires a charge density q which attracts counterions and repels co-ions to form an EDL (effectively a surface capacitor). The diffuse ionic charge in the EDL gradually screens the electric field generated by the surface charge, resulting in an electric potential drop across the EDL (which effectively represents the zeta potential). Under the Debye–Hückel linear approximation (small surface charge or potential), the potential in the diffuse part of double layer is given by Eq. (4) from which one can obtain a linear relationship between the surface charge density (q) and the zeta potential (ζ) as
Two popular electrokinetic phenomena are electroosmosis and electrophoresis; both find myriads of microfluidic applications for chemical analyses, biomedical diagnostics, and colloidal particle manipulations. Electroosmotic flows occur along charged solid walls subject to a tangential electric field. The externally applied electric field exerts an electrostatic body force on the net charge density in the diffuse part of EDL, driving the ions and the liquid in the EDL into motion. Subsequently, the momentum generated inside the EDL gradually diffuses to the bulk liquid due to the viscous coupling. At the steady state, the velocity of the bulk liquid reaches a uniform value and the resulting fluid flow appears to slip at the outer edge the EDL with thickness of λ D (as shown in Fig. 2a). Such slip velocity is given by the Helmholtz–Smoluchowski equation
where μ is the fluid viscosity and E 0 is the strength of applied electric field. In microfluidic applications where the thin EDL assumption applies, it is evident that the velocity of electroosmosis does not depend on the channel dimensions. This unique feature is strikingly different from the pressure-driven flow in which the velocity depends strongly on channel dimensions. Consequently, the electroosmotic pumping has long been an efficient and popular technique for fluid transportation in microfluidic devices. On the other hand, for a charged particle freely suspended in an electrolyte solution, the electroosmotic slip velocity over the particle surface gives rise to particle motion opposite to the electroosmotic slip velocity, known as electrophoresis (as shown in Fig. 2b). Under the thin double layer limit, the electrophoretic velocity of particle is given by the Smoluchowski equation
where E 0 is the strength of external electric field, and μ EP = ε 0 ε rζ/μ is called the electrophoretic mobility of the particle (Note that ζ is the particle zeta potential). More comprehensive and detailed descriptions of classic electrokinetics are provided in textbooks and reviews (Anderson 1989; Ghosal 2004; Hunter 1981; Masliyah and Bhattacharjee 2006; Probstein 1994; Russel et al. 1989).
2.2.2 Large zeta potentials
If a solid surface is so heavily charged that the zeta potential becomes comparable to or much larger than the so-called thermal voltage, k B T/(ze), the exponential profile of EDL potential given by Eq. (4) and the linear zeta potential–surface charge relation given by Eq. (9) become invalid. The potential in the diffuse part of double layer satisfies the non-linear Poisson–Boltzmann equation and the solution is given by Eq. (6). Under the thin double layer limit, one can obtain a non-linear surface charge–potential relation for the double layer of a symmetric, binary electrolyte from Eq. (6) as
It should be noted here that q generally grows exponentially with zeζ/(k B T). For heavily charged surfaces, the result predicted from Eq. (12) significantly deviates from that predicted from Eq. (9). For weakly charged surfaces, it is not surprising that Eq. (12) can reduce to Eq. (9) by using the famous Debye–Hückel linear approximation, \( \sinh \left[ {{\text{ze}}\zeta /\left( {2k_{\text{B}} T} \right)} \right] \approx {\text{ze}}\zeta /\left( {2k_{\text{B}} T} \right) \). It also has been pointed out that the nonlinearity defined by Eq. (12) would have important implications for double layer relaxation (Bazant et al. 2004). In such non-linear regime, the Helmholtz–Smoluchowski Eq. (10) for the electroosmotic slip is still valid on condition that (Squires and Bazant 2004)
where a denotes the radius of surface curvature. For the situations involving thick EDLs and/or large zeta potentials, Eq. (13) is violated and ionic concentrations in the EDL are significantly different from their bulk values. Then the surface conduction inside the EDL becomes significant and its effects on electrokinetics must be taken into account. For example, the electrophoretic mobility, μ EP, becomes dependant non-linearly on the dimensionless Dukhin number,
which characterizes the ratio of the surface conductivity, σ s, to the bulk conductivity, σ (Lyklema 1995).
Both electromigration and convective transport of ions in the EDL contribute to the surface conductance, σ s. The relative importance of convective transport is characterized by another dimensionless number \( m = 2\varepsilon_{0} \varepsilon_{\text{r}} \left[ {k_{\text{B}} T/\left( {\text{ze}} \right)} \right]^{2} /\left( {\mu D} \right) \) (D is diffusion coefficient of ions) and the formula for Du takes a simple form for a symmetric binary electrolyte (Squires and Bazant 2004)
In the extreme cases of infinitely thin double layers (\( \lambda_{\text{D}} \to 0 \)), the condition expressed by Eq. (13) is satisfied and the Dukhin number disappears naturally, so the electrophoretic mobility is exactly given by the Smoluchowski Eq. (10). For highly charged particles (ζ ≫ k B T/(ze)) with finite double layer thickness, however, the Dukhin number is generally of finite values and the surface conduction plays significant roles. The direct consequences of surface conduction are the generation of bulk concentration polarization and a non-uniform diffuse charge distribution around the particle, which would add diffusiophoretic and concentration polarization contributions to electrophoretic mobility of the particle. One can refer to Dukhin (1993) and Lyklema (1995) for more detailed discussion of surface conduction.
3 Advances in electrokinetic phenomena
In classic electrokinetic phenomena, solid surfaces possess homogeneous constant surface charge (or zeta potential). When the solid surfaces acquire inhomogeneous zeta potentials, interesting and useful phenomena can occur. Based on the polarizability of surfaces over which electrokinetic phenomena take place, we generally divide the electrokinetics into two categories: electrokinetics involving non-polarizable surfaces and electrokinetics involving polarizable surfaces.
3.1 Non-polarizable (insulating) surfaces
Although the application of externally driving electric field does not influence the surface charge on insulating surfaces in classic linear electrokinetic phenomena, variation of the surface charge still can be realized through different techniques.
3.1.1 Electrokinetic phenomena with surface charge patterning
In the classical electrokinetic phenomena, a fixed, homogeneous surface charge (or, zeta potential ζ) is widely assumed. Electrokinetic phenomena over surfaces with inhomogeneously patterned surface charges/potentials have been reported in the literature. Anderson and Idol (1985) found that flow circulations exist in the electroosmotic flow through inhomogeneously charged pores. By modulating the surface charge density on the walls of a microchannel, it was shown that a net electroosmotic flow can be controlled to be either parallel or perpendicular to the externally applied field (Ajdari 1995; Stroock et al. 2000). Figure 3 schematically illustrates the principle of electroosmotic flow control in microchannels by surface charge modulation. These ideas have been further realized to fabricate a “transverse electrokinetic pump” which has an advantageous feature that it can be powered by low voltages applied across a narrow channel (Gitlin et al. 2003). By modulation of both the channel geometry and the surface charge, Ajdari (2001) introduced a large class of transverse electrokinetic effects which could be exploited for fabrication of micropumps, micromixers, and flow detectors.
To visualize the flow patterns of electroosmosis, a caged-fluorescence technique was developed to measure the fluid velocity and sample-dispersion rate of electroosmosis in cylindrical capillaries with a non-continuous distribution of zeta potential (Herr et al. 2000). The adsorption of analyte molecules also can cause the channel wall to be inhomogeneously charged, and the resulting electroosmosis has been shown to increase the analyte dispersion that can decrease the resolution in capillary electrophoresis (Ghosal 2003; Long et al. 1999). Brotherton and Davis (2004) elaborated the effects of step changes in both zeta potential and cross section on electroosmosis in slit channels with arbitrary shapes of cross section. Their analyses indicated that the flow pattern in each region is a combination of an electroosmotic flow and a pressure-driven flow. Halpern and Wei (2007) theoretically examined the electroosmotic flow in a microcavity patterned with non-uniform surface charge. The results showed that the flow demonstrates various patterns, depending on the aspect ratio of the cavity and the distribution of zeta potential. Zhang and Qiu (2008) demonstrated both experimentally and numerically the generation of 3D vortices by patterning surface with discrete charge patches on the inner surface of a round capillary tube. Lee et al. (2011) conducted a 3-D numerical study to investigate how the solute dispersion during electroosmotic migration is affected by the variation of surface and solution properties in microchannels. It was found that the dispersion rate of a solute plug is increased by shear flows generated by zeta potential variations across and along the microchannel.
The surface charge modification can also be used to tune the electrophoretic motion of particles. Teubner (1982) was the very first to investigate the electrophoresis of particles with inhomogeneous zeta potentials. However, the details of electrophoretic characteristics were not elaborated. For a colloidal particle with spatially inhomogeneous zeta potentials, Anderson (1985) demonstrated interesting and counter-intuitive effects that not only the total net charge but also the distribution of surface charge affects electrophoretic mobility of the colloidal particle. Long and Ajdari (1998) theoretically examined the electrophoresis of colloids with patterned shape and surface charge, and found that patterned colloids undergo a pure motion of rotation or move transversely to the applied electric field. Figure 4 presents an example with both patterned shape and surface charge. The patterned shape and surface charge in this case are defined by \( a(\theta ) = a_{0} [1 + \alpha \cosh (4\theta )] \) and \( q(\theta ) = q_{0} \cos (4\theta + \pi /2) \), respectively. a 0 is the cylinder radius at \( \theta = \pi /8 \) (i.e., the radius for the original circular cylinder denoted by the dash line), α is a small perturbation to the original circular cross-section, and q 0 represents the surface charge density at \( \theta = - \pi /8 \).
The surface charge patterning was also adopted in nanofluidics to achieve nanofluidic diodes (Daiguji et al. 2005; Karnik et al. 2007; Vlassiouk et al. 2008; Yan et al. 2009). Such nanofluidic diodes simulate semiconductor diodes widely used in electronics and thus demonstrate the ionic current rectification which can turn ionic current on and off by changing the polarity of the applied electric field (see Fig. 5). Ionic rectifying effect relies on overlapped EDLs and inhomogeneous surface charge. Therefore, such effect is unique to nanofluidics and cannot be present in microfluidics. Other than surface charge patterning, geometric asymmetry of nanochannels with uniformly charged walls (Macrae et al. 2010; Perry et al. 2010; Siwy 2006; Vlassiouk and Siwy 2007) and a combination of surface charge pattering and geometric asymmetry of nanochannel (Constantin and Siwy 2007; Yan et al. 2009) also can induce rectifying effects of ionic current. More comprehensive description of nanofluidic diodes can be found in a recent review by Cheng and Guo (2010).
3.1.2 Electrokinetic phenomena with active surface charge modulation
Another variation of surface charge can be achieved actively by applying electric field perpendicularly to the solid surface. Lee et al. (1990) first applied this technique to manipulate zeta potential of capillary wall for improving the separation efficiency in capillary electrophoresis. In their system, an auxiliary side electrode was embedded inside the capillary wall to set up an electric field that can modify the wall zeta potential. Ghowsi and Gale (1991) demonstrated the feasibility of electroosmosis control in a similar configuration. By analogy with the electronic field-effect transistor (FET), Schasfoort et al. (1999) further developed microfluidic flow FETs based on the same concept. Flow FETs, whose working mechanism is illustrated in Fig. 6, employ an additional electrode embedded behind the insulating channel wall to establish a modulating electric field which maintains a non-zero potential difference between this auxiliary electrode and the bulk fluid. Active control of such non-zero potential difference modifies the potential drop across the EDL (so-called effective zeta potential), which in turn alters the electroosmotic flow. Van Der Wouden et al. (2006) demonstrated that directional flow can be induced in an AC field-driven microfluidic FET by the synchronized switching of the gate potential and the channel axial potential.
Following the applications of FET to manipulate electroosmotic flows in microchannels, Daiguji et al. (2003) and Daiguji et al. (2005) theoretically extended the field-effect control to nanofluidics. They showed that the FET technique can be used to regulate ionic transport by locally modifying the surface charge density on the nanochannel walls when the EDLs are overlapped. Karnik et al. (2005) experimentally demonstrated the use of field effect control in nanofluidics. They showed that the gate voltage modulates the charge on the nanochannel walls and thus ionic conductance, which holds the promise for development of integrated nanofluidic circuits with applications in manipulating ions and biomolecules. Figure 7 shows a typical FET configuration for modulating ionic charge inside a nanochannel. The ionic charge can be readily controlled by varying the gate voltage, allowing for dynamic and electronic control of ionic transport through a nanochannel. Later, transport of proteins through nanochannels (Karnik et al. 2006) and protons inside silica films (Fan et al. 2008) as well as the ionic conductance and rectification in nanochannels (Fan et al. 2005; Guan et al. 2011; Joshi et al. 2010) were also modulated utilizing the same gate control technique.
The effectiveness of FET flow control method has been demonstrated with both fused-silica capillaries and microfabricated channels. This method demonstrates a higher level of controllability because of its ability of modifying surface charge or zeta potential dynamically and electrically. However, in such typical FET configuration, an insulation layer usually separates the gate electrode from the fluid, and high gate voltages are required to modulate zeta potential or surface charge of the channel wall for producing effective FET effects. For example, as reported by Sniadecki et al. (2004), for modification of the surface charge density of the channel, gate voltages in a range of −120 to +120 V were applied across a parylene C layer of 1.22 μm thickness sandwiched between the fluid and the gate electrode. Similarly, Schasfoort et al. (1999) applied a transverse voltage of 50 V across a 390 nm thick insulation layer made of silicon nitride to alter the surface charge density for controlling an electroosmotic flow.
Moorthy et al. (2001) introduced another active way of surface charge control. The method relies on TiO2-coated walls whose zeta potential can be modified via the UV light exposure.
3.1.3 Electrokinetic phenomena with hydrophobic surfaces
Nowadays, more microfluidic devices are fabricated using hydrophobic materials, such as polydimethylsiloxane (PDMS) and poly (methyl methacrylate) (PMMA). Molecular dynamic simulations suggest that the conventional non-slip boundary condition becomes invalid because of the hydrophobicity of solid surface, and the liquid appears to slip on the solid surface (Barrat and Bocquet 1999a, b). The widely used hydrodynamic boundary condition accounting for such hydrodynamic slip was proposed by Navier (1823) who assumed that the slip velocity on the solid surface us is linear proportional to the rate of shear on the solid surface, i.e., \( u_{s} = b\left( {\partial u/\partial y} \right)\left| {_{y = 0} } \right. \), where u is fluid velocity profile, y is the coordinate normal to the surface (see Fig. 8). The coefficient of proportionality b denotes the slip length which measures the distance between the solid surface and an imaginary surface where the slip velocity on solid surface is linearly extrapolated to zero. Experimentally, it has been already confirmed that the slip length for smooth and homogeneous hydrophobic surfaces is limited to several tens of nanometers (Chiara et al. 2005; Cottin-Bizonne et al. 2005; Craig et al. 2001; Lasne et al. 2008; Olga 1999; Vinogradova et al. 2009; Zhu and Granick 2001, 2002). Since the contribution of hydrodynamic slip on flow enhancement is determined by the ratio of slip length to the scale of the channel in pressure-driven flows (Eijkel 2007), the slip-induced flow enhancement is insignificant for pressure-driven microfluidic applications.
However, electroosmotic flows on smooth hydrophobic surfaces with nanometric slip lengths were found to be considerably enhanced (Ajdari and Bocquet 2006; Joly et al. 2004; Muller et al. 1986; Park and Kim 2009; Yang and Kwok 2003). A simple analysis of the electroosmosis over a hydrophobic surface with a small zeta potential ζ and a slip length b results in a modified Helmholtz–Smoluchowski slip velocity (Zhao and Yang 2012)
where ε 0 ε f and μ are the electric permittivity and dynamic viscosity of the electrolyte solution, respectively, and E 0 is the external electric field tangential to the hydrophobic surface. A comparison between Eqs. (16) and (10) indicates that the electroosmotic flow over slip hydrophobic surfaces is amplified by a factor of 1 + b/λ D as compared to the electroosmotic flow over no-slip hydrophilic surfaces. Since the Debye length measuring the thickness of EDL and the slip length b are comparable and both in the nanometer range, the significant enhancement of electroosmotic flow over smooth hydrophobic surfaces should be expected. Similarly, the concept of hydrodynamic slip was also extended for enhancing the electrophoretic mobility of particles (Khair and Squires 2009), the efficiency of electrokinetic energy conversion in nanochannels (Davidson and Xuan 2008; Goswami and Chakraborty 2009; Ren and Stein 2008) and the ionic transport in nanochannels (Vermesh et al. 2009). Previous reviewed works all assumed homogenous slip over solid surfaces, and another possibility may involve variation of hydrodynamic slip along solid surfaces. With patterned hydrodynamic slip on microchannel walls, the conventional plug flow profile of electroosmosis was found to be perturbed by the flow transversal to microchannel walls (Zhao and Yang 2012). Furthermore, if both hydrodynamic slip and electrokinetic effects are present in pressure-driven flows, Zhao and Yang (2011c) identified that there is a competition between the hydrodynamic slip effect and the electrokinetic effect, and thus there exists a critical slip length only above which the pressure-driven flows are enhanced while under which the pressure-driven flows are inhibited.
Another recent interest is liquid flows over superhydrophobic surfaces. The superhydrophobic surfaces display the so-called lotus-leaf effect which highly repels water. Different from the smooth hydrophobic surfaces, superhydrophobic surfaces are rough, which facilitates the trap of gas bubbles. For the typical Cassie state shown in Fig. 9, the gas is trapped in grooves and the liquid only rests on the top of the rough structures. The trapped gas bubbles immensely enhance hydrophobicity of the surface, giving rise to contact angels even larger than 175° (Bocquet and Barrat 2007). Hydrodynamically, the superhydrophobic surface with groove roughness shown in Fig. 9 usually leads to a no-slip boundary condition on the solid–liquid interface and a perfect slip boundary condition (b = ∞) on the liquid–gas interface. The trapped gas bubbles would tremendously reduce the flow friction, and introduce very large effective slip lengths even several orders higher than slip lengths over smooth hydrophobic surfaces. For superhydrophobic surfaces with carefully designed roughness patterns, the apparent slip length can reach up to several microns (Joseph et al. 2006; Ou et al. 2004; Tsai et al. 2009) which can greatly enhance pressure-driven flows.
Only very recently, a number of theoretical studies were conducted to investigate the electroosmotic flow over superhydrophobic surfaces (Bahga et al. 2010; Belyaev and Vinogradova 2011; Squires 2008; Zhao 2010). It was shown that the electroosmotic flow over superhydrophobic surfaces is complicated by the charge and the hydrodynamic slip at the liquid–gas interface. The existing investigations generally reveal three scenarios for the electroosmotic flow over superhydrophobic surfaces: (1) if the liquid–gas interface is uncharged, the flow is negligibly enhanced or sometimes even retarded as compared to the flow over no-slip smooth surfaces (Bahga et al. 2010; Belyaev and Vinogradova 2011; Huang et al. 2008; Squires 2008). (2) if the liquid–solid and liquid–gas interfaces are similarly charged, the flow can be enhanced considerably by several orders of magnitude (Bahga et al. 2010; Belyaev and Vinogradova 2011; Squires 2008). (3) if the liquid–solid and liquid–gas interfaces are oppositely charged, the prediction suggests a reversed electroosmotic flow that can be present over the superhydrophobic surfaces with zero net charge (Belyaev and Vinogradova 2011). The above investigations assumed weakly charged surfaces and thus the effect of surface conduction is certainly negligible. However, for strongly charged surfaces (or large zeta potentials), surface conduction becomes important as suggested by Eq. (15) and its effect on the electroosmotic flows over superhydrophobic surfaces must be addressed. Zhao (2010) extended former analyses to the strongly charged surfaces and found that considerable electroosmotic flow enhancement predicted previously for the weakly charge superhydrophobic surfaces could be significantly compressed by the non-uniform surface conduction due to the mismatch of ionic transport inside EDLs over no-slip and perfect-slip (or no-shear) regions. Figure 10 schematically illustrates generation of non-uniform surface conduction over a superhydrophobic surface and implications it could have on electroosmotic flows.
3.2 Polarizable (conducting) surfaces
When polarizable surfaces are subject to external electric field, the external driving electric field induces surface polarization charge in addition to the physiochemical bond charge on the surfaces, which would bring extra effects on classic electrokinetic phenomena. Depending on the locations where the phenomena arise (either on energized electrodes or around conductors floating in electric field), this category of electrokinetic phenomena can be classified as (i) AC electric field driven electrokinetic phenomena and (ii) induced-charge electrokinetic phenomena. Furthermore, another type of related electrokinetic phenomena termed electrokinetic phenomena of the second kind caused by the induced bulk charge around conducing surfaces is also reviewed here.
3.2.1 AC electric field driven electrokinetic phenomena
A typical phenomenon in this subcategory allows for steady electroosmotic flows driven by AC electric field over two coplanar electrodes (see Fig. 11). This “AC electroosmosis (ACEO)” was first theoretically and experimentally explored around a pair of adjacent, flat electrodes deposited on a glass slide and subjected to an AC driving field. The resultant basic flow patterns involve two counter-rotating vortices (Ramos et al. 1998, 1999). In the later serial papers (González et al. 2000; Green et al. 2000, 2002), detailed experimental, theoretical, and numerical analyses of ACEO on microelectrodes were performed. Figure 11 shows a classical configuration of ACEO system and a comparison between the experimental results and the theoretical predictions. The planar electrodes deposited on an insulating substrate are in contact with an infinite large domain of electrolyte solution (or confined by a microchannel), and ACEO is strongest at a certain applied frequency (González et al. 2000; Ramos et al. 1999). When two planar electrodes are integrated into a nanochannel with overlapped EDLs, the ACEO also can be induced by applying low AC voltages on the two electrodes, and was shown to be an effective way for pumping both ions and liquid solution (Sparreboom 2009; Talapatra and Chakraborty 2008). However, the existence of multiple characteristic frequencies instead of one complicates the phenomenon (Sparreboom 2009).
Meanwhile, ACEO was also implemented to achieve various microfluidic applications. Ajdari (2000) theoretically predicted the AC electroosmosis over asymmetric electrodes, and he pointed out that the pumping effect can be induced due to the symmetry breaking of electrode arrangement. Based on the same idea, prototypes of AC electrokinetic micropumps were constructed and analyzed (Mpholo et al. 2003; Ramos et al. 2003). AC electroosmosis was also utilized for rapid concentration of bioparticles (Wu et al. 2005), which can potentially lead to enhanced sensitivity of detection. Sasaki et al. (2006) introduced an AC electroosmotic flow into a microchannel by applying AC voltages to a pair of coplanar meandering electrodes, which can significantly improve the microfluidic mixing. Morin et al. (2007) simulated the AC electroosmosis using an equivalent electric circuit model. They identified two distinct mechanisms for the AC electroosmosis: the diffusion of ionic species from the bulk to the EDL and the electrochemical reaction on electrode surfaces. More recently, AC electroosmotic flows were adopted to manipulate microtubules in a solution (Uppalapati et al. 2008), which provides a new tool to investigate and control the interactions between microtubules and microtubule motors in vitro. García-Sánchez et al. (2008) experimentally investigated the pumping performance of the traveling wave AC electroosmosis. They found the flow reversal when the voltage is above a threshold, which is attributed to conductivity gradients generated in the bulk liquid due to Faradaic reactions. Ng et al. (2009) reported a novel approach using the AC electroosmosis with DC bias to significantly enhance mixing of two pressure-driven laminar streams flowing in microchannels. This approach provides a new way of breaking the symmetry of the AC electroosmosis by using a DC bias. Chen et al. (2009) presented a comprehensive assessment of micromixing performance for three different AC electroosmotic flow protocols, namely capacitive charging, Faradaic charging and asymmetric polarization. Their results revealed that the Faradaic charging produces much stronger vortices than the other two protocols, and therefore enhances the species mixing. The generation of in-plane microvortices and thus pumping flow in a microchannel was achieved recently with the benefit of AC electroosmotic flow (Huang et al. 2010). The rotational direction of in-plane microvortices and pumping flow direction can be readily controlled by reversing the polarity of applied voltages.
Time-varying AC electric field also can induce a rich variety of colloidal particle assembly around microelectrodes. Under AC electric field, colloidal particles can achieve self-assembly to form two dimensional colloidal crystal near electrodes (Trau et al. 1996, 1997; Yeh et al. 1997). Figure 12 shows the transient formation of two-dimensional colloidal crystal under an AC electric field. This effect was attributed to a rectified electroosmotic flow directed radially toward particles, which is resulted from the interaction of an induced inhomogeneous EDL with a non-uniform applied electric field. Later, experiments were conducted to investigate the effects of AC electric field, particle size, and surface charge on the latex particle aggregation on a conducting surface under AC electric fields (Nadal et al. 2002a). It was argued that the competition between electrohydrodynamic attraction and electrostatic dipolar repulsion plays important roles in the particle aggregation. Ristenpart et al. (2003) showed that various patterns of particle assembly can be formed around electrodes when bidisperse colloidal suspensions are under the influence of AC electric fields. Kumar et al. (2005) observed a reversible aggregation of particles in microchannels under AC electric fields. They further demonstrated that such reversible aggregation of particles can be tuned by varying the amplitude and frequency of the applied AC electric field. Since the electrohydrodynamic flow around particles plays important roles in particle assembly, Ristenpart et al. (2007) performed a detailed analysis for such flows near an electrode with the AC electric forcing. Their analysis ascribed the flow to the thin double layer induced around the particle by AC electric field. Mittal et al. (2008) reported an experiment to measure dipolar forces between micrometer-sized polystyrene latex particles in AC electric fields. They concluded that the dipolar interactions decrease with increasing background salt concentration, which is mainly due to a reduction in the difference between particle and medium conductivities.
The afore-discussed two AC field-driven electrokinetic phenomena, AC electroosmosis and AC particle self-assembly, share some common features. They both occur around electrodes which are actively energized by AC electric field. The two phenomena exhibit strongest when AC frequency takes a particular value, and both phenomena vanish in DC electric fields. In addition, both are proportional to the square of the applied voltage. Therefore, AC field-driven electrokinetic phenomena can be categorized as non-linear electrokinetic phenomena as compared to the classic linear electrokinetic phenomena in which the resulting fluid or particle velocity is linearly scaled with the applied voltage. Such non-linear dependence can be intuitively understood as follows: The one power of electric field is used to induce charges inside the EDL, and another power of electric field is used to drive these induced charges to generate hydrodynamic flows or particle motion.
3.2.2 Induced-charged electrokinetics (ICEK)
Non-linear induced-charge electroosmotic flows are originally observed and discussed in colloid science. Levich (1962) first discussed the induced-charge double layer around a metallic colloidal particle in an external electric field and analyzed the induced flow field around the particle. Since then extensive studies have been carried out by the Ukrainian school for several decades (Dukhin 1986; Dukhin and Murtsovkin 1986; Dukhin and Shilov 1969; Gamayunov et al. 1992; Gamayunov et al. 1986; Murtsovkin 1996; Simonov and Dukhin 1973). Such non-linear flows arise when the applied electric field interacts with the non-electroneutral EDL that is induced by the applied field itself. Recently, several similar non-linear electroosmotic flows driven by both AC and DC electric fields around polarizable objects have draw attention in the microfluidics community. Nadal et al. (2002b) performed a theoretical and experimental study of the microflow patterns produced around a polarizable dielectric stripe deposited on a planar electrode. Their analyses showed that there are two counter-rotating vortices over the dielectric stripe, which is similar to the flow pattern of AC electroosmosis. In a rather different situation, Thamida and Chang (2002) examined a DC-driven non-linear electrokinetic flow around a corner in a microchannel made of dielectric materials, which can be weakly polarized. Takhistov et al. (2003) experimentally found that non-linear electrokinetic vortices can be induced near microchannel junctions due to the finite polarizability of channel material (as shown in Fig. 13). These examples of non-linear electrokinetic phenomena indicate that polarizable surfaces in microfluidic devices can add new perspectives which do not exist in the conventional linear electrokinetics. The detailed discussion of such type of non-linear electrokinetics can be found in recent reviews by Bazant et al. (2009), Bazant and Squires (2010) and Daghighi and Li (2010).
One should note that electrokinetic phenomena around polarizable surfaces are driven by a same physical mechanism: they all are due to the interaction of the applied field with the charges in EDL induced by the applied field itself, and thus the resulting flow velocity is proportional to the square of applied voltage. To highlight the essential role of induced charges in EDL, the term ‘induced-charge electroosmosis’ (ICEO) is then suggested for the description of such non-linear electrokinetic flows (Squires and Bazant 2004). Squires and Bazant (2004) also explored its relation to widely studied AC electroosmosis (Ajdari 2000; Ramos et al. 1999). The ICEO generated around asymmetric conducting objects could perform a number of microfluidic applications, such as pumping (Gregersen et al. 2009), mixing (Zhao and Bau 2007), etc. Figure 14 schematically shows the evolution of an external DC electric field around a conducting patch immersed in an electrolyte solution, the formation of induced EDL and the corresponding ICEO above the conducting patch. It is evident that the basic flow pattern of ICEO is a pair of symmetric counter-rotating vortices above the conducting patch. Compared to the well-established and widely used linear electroosmosis associated with non-polarizable surfaces having fixed zeta potentials, ICEO around polarizable surfaces is largely unnoticed. However, direct control of the shape, position, and potential of conducting or polarizable surfaces in ICEO can introduce numerous interesting and useful effects that do not exist in the conventional linear electroosmosis.
Another aspect of ICEK dubbed induced-charge electrophoresis (ICEP) was also proposed for freely suspended polarizable particles, and can be used for particle manipulations. Although ICEP cannot induce any motion for perfectly spherical particles in uniform electric field, various broken symmetries (such as shape and arrangement asymmetries, non-uniform surface properties and applied fields, anisotropic properties of surrounding liquid) in ICEP can result in particle motion (Kilic and Bazant 2011; Lavrentovich et al. 2010; Squires and Bazant 2006; Wu et al. 2009). Figure 15 presents a simple strategy for inducing the ICEP motion of a conductor with asymmetric shape. The direction of particle motion can be either parallel or perpendicular to the external electric field, depending on shape asymmetry. Another fundamental discovery of their work is that shape asymmetry can yield quite interesting behaviors, such as the rotation and alignment of the particle with the direction of the electric field. These behaviors however are absent for perfectly spherical particles. The ICEP effect induced by various broken symmetries is possible to transport both charged and uncharged particles as well as conducting and non-conducting particles, thus suggesting potential applications in colloidal manipulation, micromotors, electric display, and microfluidic devices.
Zeta potential is a very important parameter in electrokinetics. Theoretical characterization of induced-charge electrokinetics needs efficient evaluation of the induced zeta potentials of polarizable surfaces. Most existing studies reported induced-charge electrokinetics of ideally polarizable surfaces (i.e., conductors with good conductivities), but less attention has been paid to more general situations involving finitely polarizable or semiconducting surfaces. Zhao (2012) derived a generalized electric boundary condition describing induced-charge phenomena over arbitrarily polarizable dielectric surfaces. Such boundary condition connects the potentials in the dielectric domain and the bulk fluid domain as shown in Fig. 16, and is expressed as (Zhao 2012)
where εd and εf are dielectric constants of dielectric block and electrolyte fluid, respectively, and \( \zeta_{{{\text{d}}0}} \) is the conventional zeta potential corresponding to natural surface charge density q d0 and is related to q d0 by (Squires and Bazant 2004)
Due to the non-linear hyperbolic sine function involved in Eq. (17), numerical methods are needed to solve the equation for obtaining the induced zeta potential. However, when the potential drop across the EDL is small, Eq. (17) is reduced to a linearized boundary condition of Robin type expressed as
Equation (19) exactly recovers the result of Yossifon et al. (2006) and Yossifon et al. (2007) who obtained the same boundary condition for small induced zeta potentials by using the asymptotic matching. The advantage of this boundary condition lies in its linearity which facilitates evaluation of the induced zeta potential analytically. In addition to the steady state situation, transient version of these boundary conditions also has been derived by Yossifon et al. (2009).
Furthermore from a more general viewpoint, a solid can have both finite dielectric constant and conductivity, and is leaky dielectric or semiconductive in nature. Under these circumstances, free charge carriers are present not only in the liquid but also inside the solid. Consequently, the space charge layer (SCL) is formed in the solid (Bardeen 1947; Bockris and Reddy 2004; Bockris et al. 2002; King and Freund 1984), in a similar fashion to the EDL formed in the electrolyte liquid under the influence of external electric fields. These two EDL and SCL layers constitute the interface between a semiconductor and an electrolyte solution. Other than the induced surface charge due to polarization, free charge stored in the SCL because of electric conduction also contributes to the induced zeta potential. Zhao and Yang (Zhao and Yang 2011a, b) presented electrokinetic boundary conditions for AC field-driven ICEK to correlate the bulk electrical potentials across the EDL and the SCL at a semiconductor-electrolyte solution interface. As the interface between an electrolyte fluid and a semiconductor shown in Fig. 17 is concerned, generalized electrokinetic boundary conditions for an AC electric field with arbitrary wave forms can be obtained as (Zhao and Yang 2011a)
where \( y = y^{\prime}/a \), \( \delta_{1} = \lambda_{{{\text{D}}1}} /a, \, \delta_{2} = \lambda_{{{\text{D}}2}} /a \), \( \gamma_{1}^{2} = 1 + jk\Upomega \) (\( j = \sqrt { - 1} \)), \( \gamma_{2}^{2} = 1 + t_{\text{w}} jk\Upomega /t_{\text{f}} \), β = (εwλD1)/(εfλD2) with \( t_{\text{f}} = \lambda_{{{\text{D}}1}}^{2} /D_{\text{f}} \) and \( t_{\text{w}} = \lambda_{{{\text{D}}2}}^{2} /D_{\text{w}} \). In above equations, superscript k denotes the kth term of Fourier series expansion for electric potential, a represents the characteristic dimension of the semiconducting solid, Ω is the normalized AC frequency with respect to the Debye frequency ω D of electrolyte solution (ωD = 1/t f). ε w and ε f are dielectric constants of semiconducting solid and electrolyte fluid, respectively. D w and D f are diffusion coefficients of charge carriers in semiconducting solid and electrolyte fluid, respectively. Such general electrokinetic boundary conditions are applicable to the AC field-driven induced-charge electrokinetics over solids of any dielectric constants and conductivities under electric field with arbitrary wave forms. For given values of \( \beta \) and t w/t f, the solution of the electrostatic problem requires the simultaneous determination of bulk potentials, \( \Upphi_{\text{f}}^{\left( k \right)} \left( {\mathbf{r}} \right) \) and \( \Upphi_{\text{w}}^{\left( k \right)} \left( {\mathbf{r}} \right) \) (where r denotes the position vector), which are harmonic (governed by Laplace’s equation) within the respective bulk fluid and bulk solid domains, and satisfy the boundary conditions Eqs. (20) and (21) on the surface of semiconducting solids as well as the far-field conditions for \( \Upphi_{\text{f}}^{\left( k \right)} \left( r \right) \). After solving electrostatic problem, one can determine the induced zeta potential as \( - \delta_{1} \left( {\left. {d\Upphi_{\text{f}}^{\left( k \right)} /dy} \right|_{y = 0} } \right)/\left[ {\gamma_{1} \left( {\gamma_{1}^{2} - 1} \right)} \right] \).
Equations (20) and (21) physically describe the charging of SCL and EDL at an electrolyte-semiconductor interface. The first term on the right-hand side of Eq. (20) denotes the potential drop across EDL (so-called induced zeta potential), while the second term denotes the potential drop across the SCL. After rearranging the charging equation for EDL, one can obtain (Zhao 2012)
from which one can identify the time scale for the charging of EDL is λD1a/Df when the frequency of external electric field (ω in dimensional form) is much less than the Debye frequency ω D . This time scale (λD1a/D f) is of critical importance for characterizing AC field-induced charge electrokinetics. It should be noted from Eqs. (20) and (21) that for a semiconductor-electrolyte interface two time scales (λD1a/D f for the charging of EDL and λD2a/D w for the charging of SCL) compete under the AC electric field. When λD1a/D f is much smaller than λ D2a/D w, the potential drop across the interface is mainly on the liquid electrolyte side, while when λD1a/D f is much larger than λD2a/D w, the potential drop across the interface is mainly on the solid semiconductor side. At last, one should note that the above effective electrokinetic boundary conditions involve two assumptions, i.e., low applied voltages and thin EDLs. For large voltages and thick EDLs, effects of surface conduction (Bazant et al. 2004; Chu and Bazant 2006) and ion size (Højgaard Olesen et al. 2010; Kilic et al. 2007; Storey et al. 2008) become pronounced, and thus modifications for these electrokinetic boundary conditions are required to take into account such effects.
Attention also has been paid to explore ICEK phenomena for microfluidic applications. Levitan et al. (2005) experimentally demonstrated the ICEO around a platinum wire immersed in a KCl solution under an AC electric field. It was shown that the ICEO driven by weak AC electric field exhibits more general frequency dependence in comparison with the ACEO, even allowing for a steady flow under a DC electric field. Bazant and Ben (2006) presented new guidelines for designing high-flow rate 3D AC electroosmotic pumps based on the concept of ICEO, and the creation of ICEO flow conveyor belt over a stepped electrode array was identified to be the most effective pumping configuration. Leinweber et al. (2006) utilized the ICEK to realize a continuous demixing process in a microfluidic device. The process relies on noble metal posts floating in high external electrical field. It was shown that such microfluidic demixer can achieve the efficient demixing of a homogeneous electrolyte into concentrated laminae and depleted laminae. Using ICEO microvortices produced by an AC field, Harnett et al. (2008) reported a microfluidic mixer for microfluidic sample preparation. In addition, they showed the mixer can also prevent sample dilution and thus maintain detection sensitivity. Wu and Li (2008) patterned PDMS microchannels with platinum-conducting surfaces for generation of ICEO, this strategy was demonstrated both experimentally and numerically for mixing enhancement. More recently, the localized control of pressure driven flow near conductive surfaces was presented with the use of ICEO (Sharp et al. 2011). It was shown that the ICEO flows introduced by conducting structures enable an on/off switch of fluid flow in a microfluidic device.
The idea of induced-charge electrokinetics is also extended for particle manipulations. Yariv (2005) theoretically analyzed the ICEP motion of non-spherical conducting particles. It was demonstrated that unlike the conventional linear electrophoresis, non-spherical particles with zero net charge can translate and/or rotate in response to the applied electric field because of the ICEP. Saintillan et al. (2006) examined the hydrodynamic interaction in the ICEP of infinitely polarizable slender rods. In particular, they showed that the non-linear ICEO flow on the particle surfaces causes alignment of the rods in the direction of the electric field and induces linear distributions of point-force singularities. Then the stresslet disturbance flows are induced by such distribution of point forces to produce hydrodynamic interactions between the rods. The experimental verifications of these ICEO and ICEP effects were demonstrated by (Rose et al. 2007). Gangwal et al. (2008) presented a study of the motion of Janus microparticles with one dielectric and one metal-coated hemisphere due to ICEP. It was found that the direction of Janus particle motion is perpendicular to the external driving field, which differs from the conventional linear electrophoresis. Miloh (2008) gave a systematic analysis of the motion of conducting particles with arbitrary shape under both DC and AC non-uniform electric fields. It was highlighted that the dipolophoresis (combination of dielectrophoresis and ICEP) is the driving mechanism for particle motion. More recently, Daghighi et al. (2011) constructed a 3D numerical model to investigate the motion of Janus particles in microchannels via ICEP. This study reveals that ICEO vortices produced on the polarizable side of the Janus particle push the Janus particle to move faster than the non-polarizable and entirely polarizable particles (see Fig. 18). The direction of the Janus particle motion can be tuned by adjusting the orientation of the polarizable part of Janus particles.
Finally, we would like to point out the differences between induced-charge electrokinetic phenomena and AC field-driven electrokinetic phenomena reviewed in previous sections. The AC field-driven electrokinetic phenomena occur around conducting electrodes with actively applied voltages, and the induced-charge electrokinetic phenomena occur around polarizable materials (not necessarily conducting) floating in external electric fields. The AC field-driven electrokinetic phenomena disappear at the DC limit, while the induced-charge electrokinetic phenomena in principle should be the strongest at the DC limit. In addition, it seems that both theories and applications of induced-charge electrokinetic phenomena are only limited to microfluidics at the present stage, and the extension of induced-charge electrokinetics to nanofluidics could be promising.
3.2.3 Second-kind electrokinetics
Second-kind electrokinetic flows usually occur around conducting porous materials under the effects of large applied electric field. Under a large electric field, strong concentration polarization and space charges are produced in the bulk electrolyte due to strong current of certain ions through the conducting surface. Then the fluid motion due to electrokinetics of the second kind is triggered by the interaction of the space charges with the applied field (Dukhin 1991). This mechanism also not only can explain the similar phenomena which occur near non-porous conducting surfaces with very strong electrochemical reactions (Barany et al. 1998), but also the catalytically induced electrokinetics (Kline et al. 2005; Moran and Posner 2011; Paxton et al. 2006); for the latter the driving electric field however is not externally applied, instead it is induced by the electrochemical reactions around a Janus particle with two dissimilar metal segments.
A classical picture of the second-kind electrokinetic flow is depicted by Dukhin’s model which characterizes an “electroosmotic whirlwind” around a highly conductive spherical particle subject to a strong electric field and a corresponding bulk charge layer induced in the electrolyte solution, as shown in Fig. 19. This effect could be incorporated in electrochromatographic systems to greatly facilitate rapid separations (Rathore and Horvath 1997). Second-kind electrokinetics and space charge formation also can occur in systems with microchannel-nanochannel junctions, as illustrated in Fig. 20. In a nanochannel with EDL overlapping, counterions predominate over co-ions to neutralize the charge on nanochannel walls. Under an external electric field, the nanochannel mainly conducts a current of counterions, which can be strong enough to deplete the bulk salt concentration in the microchannel. At the steady state, a space charge layer of counterions is induced near the microchannel-nanochannel junction. The second-kind electrokinetic flows thus occur because of the interaction of the tangential electric field near the junction with the space charge layer surrounding the junction.
Mishchuk et al. (2001) analyzed both theoretically and experimentally the phenomena of limiting current and strong concentration polarization around flat and curved interfaces. They found out that the current through the curved interface grows rapidly, while the current tends to saturate for the case of the flat surface. This is mainly due to an important change of characteristics of concentration polarization generated by electroosmosis of the second kind near the curved interface. Ben and Chang (2002) theoretically predicted the generation of microvortices around an ion-exchange porous granule and attributed it to electrokinetic phenomena of the second kind. Based on electroosmosis of the second kind, a low-voltage micropump was developed (Heldal et al. 2007). This kind of micropumps offers several advantages: no moving parts, small power/voltage and dimensions, situated inside the flow channel. These advantages make the pumps suitable for portable, embedded and implantable microfluidic devices. Micropumps utilizing electroosmosis of the second kind were also successfully tested using AC electric field (Mishchuk et al. 2009), in good agreement with the theoretical predictions. The AC field eliminates the possibility of bubble generation in the operation of microfluidic and lab-on-a-chip systems. More recently, Kivanc and Litster (2011) presented a micropump made of mesoporous silica skeletons and driven by electroosmosis of the second kind. Other than fluid motion, second-kind electrokinetics also can induce particle motion. Dukhin et al. (1989) established the existence of electrophoresis of the second kind for metallic particles. Barany et al. (1998) demonstrated that electrophoretic velocities of the conducting particles are much higher than those expected for non-conducting particles. They attributed this scenario to electrokinetics of the second kind. Usually, a bulk charge layer is induced outside the primary EDL when the externally applied electric is high enough to produce the over limit current through the particle. This extra-induced bulk charge layer in turn interacts with the external electric field, leading to the enhancement of electrophoretic motion. In an independent work by (Ben et al. 2004), the above reasoning for electrophoretic velocity enhancement due to electrophoresis of the second kind was corroborated.
However, second-kind electrokinetics requires large applied electric field and thus triggers strong surface and bulk chemical reactions, which are usually unwanted in most biomedical-related microfluidic applications. Furthermore, one should note that there are distinct differences between the ICEK and the second-kind electrokinetics. Second-kind electrokinetic phenomena are driven by space charges in the bulk solution, but not in the EDL. In contrast, ICEK relies on relatively small charges in the EDL-induced around polarizable surfaces, rather than bulk space charges. In particular, ICEK does not induce Faradaic reactions because of relatively low driving voltages, which thus makes the ICEK a suitable candidate for biomedical applications.
We close the review by noting that there are still new electrokinetic techniques being developed. One recent example is the electrically induced locomotion of a conducting particle due to asymmetric bubbles generated by electrochemical reactions (oxidation and reduction) on two hemispheres of the particle (Loget and Kuhn 2010, 2011). In this technique, the velocity of particle motion can be controlled by modulation of asymmetric bubble generation, as shown in Fig. 21, and the method is shown effective for particles with sizes ranging from microns to centimeters. This electrokinetic technique cannot be classified into any subcategory reviewed above because of new physical mechanisms involved, thereby indicating the great versatility of the family of electrokinetic phenomena.
4 Conclusions and suggestions for future investigation
Electrokinetic phenomena can occur over both insulating (non-polarizable) and polarizable (conducting) surfaces. Electrokinetics involving insulating surfaces induces particle or fluid velocity, which is linearly proportional to the strength of external electric field, and known as the linear electrokinetics. While electrokinetics involving conducting or polarizable surfaces induces particle or fluid velocity which is linearly proportional to the square of external electric field strength, and thus known as non-linear electrokinetics. In comparison with linear electrokinetics, non-linear electrokinetic phenomena are new to the family of electrokinetics. In addition, the non-linear relationship with applied electric fields enables electrokinetics to generate not only much larger flow rates for liquids or velocities for particles but also net motion of liquids and particles under zero-mean AC driving electric fields.
Electrokinetic phenomena with surface charge patterning, electrokinetic phenomena with active surface charge modulation and electrokinetic phenomena with hydrophobic surfaces are reviewed under the category of linear electrokinetics. In these three subcategories, the first two are well understood and their applications in micro- and nano-fluidics are diverse. However, the third one just emerges from the literature and most of investigations are purely theoretical. With current state-of-the-art micro- and nano-fabrications techniques, hydrophobic or superhydrophobic surfaces are readily available (Shiu et al. 2004; Wang et al. 2006; Zhang et al. 2005). Then experimental investigations are highly necessary to verify existing theoretical predictions of electroosmotic flow over superhydrophobic surfaces. Furthermore, superhydrophobic surfaces also can be readily engineered to achieve desired patterns of both hydrodynamic slip and surface charge, thereby promising a large number of electrokinetic effects that could be used for micro- and nano-fluidic applications.
AC electric field driven electrokinetics, induced-charge electrokinetics and electrokinetics of the second kind are reviewed under the category of non-linear electrokinetics. In AC field driven electrokinetics, electrodes are powered to supply driving electric field. Then complicated electrode designs are indispensable for highly integrated microfluidic systems. Due to inherent surface and bulk chemical reactions, electrokinetics of the second kind is not suitable for microfluidics, which frequently handles biosamples. In comparison with the above two types of non-linear electrokinetics, induced-charge electrokinetics, however, utilizes electrically polarizable surfaces floating in a global driving electric field. This global driving field can be simply set up by two electrodes, which thus requires a much simpler electrode design. Moreover, induced-charge electrokinetics relies on the double layer charges induced by low voltages and thus does not suffer from surface and bulk electrochemical reactions.
As a result, induced-charge non-linear electrokinetics merits further investigation in micro- and nanofluidics. At the present stage, the applications of induced-charge electrokinetics are very limited as compared to other two non-linear electrokinetic phenomena. To our best knowledge, only few microfluidic applications for induced-charge electrokinetics have been reported, such as microfluidic mixing and particle transportation. Thus, the applications of induced-charge electrokinetics in microfluidics need to be further expanded. On the other hand, nanofluidics, an extension of microfluidics to nanometer scale, mainly involves manipulations of charged molecules and ions in nanochannels. Because of overlapping EDLs, transport of charged species in nanochannels is dominated by the surface charge density on the walls of nanochannels. Then active control of nanofluidic systems requires the direct modulation of surface charges on the nanochannel walls. It is clear that induced-charge electrokinetics is a natural choice for such purpose, because the surface charge density can be actively controlled by altering the strength of external electric field or the surface orientation with respect to the external electric field. Consequently, the extension of induced-charge electrokinetics from microfluidics to nanofluidics is necessary. To integrate induced-charge electrokinetic effects into nanofluidic systems for controlling charged species transport, nanochannels with conducting walls are needed. The recently established techniques allow for manufacturing such nanochannels. Nanochannels with dimensions ranging from several nanometers to several tens of nanometers can be fabricated on silicon substrates by using reactive ion etching or wet etching (Duan and Majumdar 2010; Mao and Han 2005; Park et al. 2009), and then the nanochannel walls can be made conductive by coating them with thin conducting films (such as gold or platinum) by using the standard sputtering process or electron beam evaporation process.
Electrokinetics literally means the motion induced by electricity. Consequently, other than EDL-related electrokinetic phenomena mentioned in this review, lots of other related effects, such as dielectrophoresis, electrowetting, electrospray and so on (not included in this review), all actually can be classified as electrokinetics. This suggests great versatility of electrokinetic phenomena. Because of such versatility and the readily available electricity, it is certainly expected that there are still new electrokinetic techniques being or to be developed for many years to come.
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The authors gratefully acknowledge the financial support of the research grant (MOE2009-T2-2-102) from the Ministry of Education of Singapore to CY and the Ph.D. scholarship from Nanyang Technological University to CLZ.
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Zhao, C., Yang, C. Advances in electrokinetics and their applications in micro/nano fluidics. Microfluid Nanofluid 13, 179–203 (2012). https://doi.org/10.1007/s10404-012-0971-1
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DOI: https://doi.org/10.1007/s10404-012-0971-1