Packaging

Packaging is the transfer of your mixed fermentation/sour/funky beer from a fermentation or aging vessel into the the final package (e.g. a bottle or a keg). This page will discuss various things one should consider such as when to package, how to package and what final package to put the beer into. For information on packaging with corks and in large format bottles, see the Corking page. See Aging and Storage for storage information.

When to package

(in progress)

Final Gravity

There is no hard and fast rule for when to package based on final gravity because the gravity of the finished beer will depend on recipe, process and microbes present among other factors. Generally lower final gravities are safer because they constrain the extent to which the beer can continue to ferment and generate extra CO2 in the package. But rather than looking for a specific number, pay more attention to the stability of the gravity. Jay from the Rare Barrel recommends waiting at the final gravity for 2-3 months in mixed fermentation beers to ensure that this gravity is the actual final gravity (~38 minutes in). If the gravity is stable over a long time scale (weeks to months, depending again on factors such as recipe, process and microbes present), then the beers is probably done. If you are unsure then give the beer a bit longer and monitor final gravity. Each gravity point (.001) of continued fermentation yields roughly 1/2 volume of CO2 (each degree Plato yields 2 volumes of CO2) .

For inoculating Brettanomyces at bottling time into a clean beer that was fermented with just S. cerevisiae, see the Funky Mixed Fermentations page.

Clarity and pellicles

Beer with Brettanomyces and bacteria, as well as certain Saccharomyces strains, will take longer to clear than other beers. Generally time can take care of most of the clarification in mixed fermentation beers with long aging times. Faster turnaround beers or kettle sours may not clarify by time alone. The level of clarity you are looking for before packaging will depend on your preferences and the beer you are making. Beer can be packaged without good clarity and they will continue to settle out in the bottle, but note that beers with high carbonation levels may kick the sediment back into suspension, which may or may not be what you want in your beer.

Some producers will coarse filter their fruited or dry hopped sour beers to prevent pieces of fruit from clogging equipment or making it to the package

Beer with a pellicle can be bottled and it is not necessary to wait for a pellicle to disappear before bottling.

How to package

Re-yeasting

When bottling or priming a keg at packaging time, the brewer should consider re-yeasting. In a long aged beer, especially an acidic beer, the Saccharomyces will mostly be dead already. This leaves Brettanomyces in charge of conditioning the beer. Although some lactic acid bacteria are capable of producing CO2, their contribution is probably negligible. It is also possible that homofermentative LAB will consume a portion of the sugar before the Brett has a chance to produce CO2. Re-yeasting is a very effective way to ensure proper CO2 levels in an aged sour beer. Another benefit of re-yeasting is that it tends to help avoid (or minimize) Tetrahydropyridine production.

Commercial producers and MTFers have had success re-yeasting with their mixed culture, wine yeast, and champagne yeast. The specific yeast you choose is up to you, and we recommend that you try a couple different yeasts out to find the one you prefer. When re-yeasting at bottling, it is not recommended to add new highly attenuative yeast to make sure that the bottling yeast you add cannot ferment additional carbohydrates remaining in the beer (~41 minutes in). Re-yeasting with a yeast that beer has already seen should eliminate the possibility of continued attenuation as long as the beer is already at final gravity. Brewers who are having difficulty carbonating sour beer or need to ensure that the beer will carbonate properly should grow their yeast first in a yeast starter that has yeast nutrients (Fermaid K + DAP, for example) and diluted 1:1 with the sour beer itself. This will acclimate the yeast to the harsh conditions of the sour beer, and has shown to be more effective for ensuring bottle carbonation . See Fermenting in low pH conditions for more information.

The yeast required for carbonation is very little. A good rule of thumb to use is to use 10% of the yeast that you would normally use for a primary fermentation (approximately 1 million cells per mL). For example, for dried yeast use ~2 grams of yeast for 5 gallons of beer . Rehydrating the yeast is recommended. See Jeff Crane's "Blending Calculator" (extension of Michael Tonsmeire's "Blending Calculator") for a re-yeasting and priming calculator.

Many wine yeast strains are known to be "killer" yeast strains. In Saccharomyces, killer strains produce toxins that kill sensitive strains. Neutral strains do not produce toxins, nor are they killed by them . Almost all ale and lager strains are sensitive to the toxins produced by killer strains . In Saccharomyces, four toxins have been identified: K1, K2, K28, and Klus, the first three of which can only kill other strains/species of Saccharomyces. The Klus toxin has been found to kill yeast from other genra, such as Hanseniaspora spp., Kluyveromyces lactis, Candida albicans, Candida dubliniensis, Candida kefir and Candida tropicalis, and the K1, K2 and K28 killer strains of S. cerevisiae . However, none of the toxins have been found to kill Brettanomyces . The K1 toxin is most active between a pH of 4.6 and 4.8, while K2 and Klus are active around a pH of 4.0 to 4.3 . See Killer Wine Yeast for more information on these toxins.

This tends to create some fears for brewers who believe that the Saccharomyces strains in their beer might still be alive. However, in a highly acidic sour beer, Saccharomyces wine strains tend not to live for extended periods of time . Even if some cells do, their activity would be next to none due to no available sugars left in the beer (other than priming sugar), and thus their contribution to the flavor development of the beer would be minimal to none. Assuming good bottling practices are followed, fear of autolysis occurring due to killer strain activity is usually unfounded because most of the Saccharomyces cells are left behind with the trub at bottling. Additionally, Brettanomyces has the ability to metabolize the acids and proteins that are released during whatever autolysis that might occur in the bottle. Re-yeasting with wine yeast for priming has the additional advantage of not fermenting maltose or maltotriose, so unexpected attenuation from the wine yeast will generally not occur as long as the beer is already fully attenuated. Flavor impact by the wine yeast is also probably not significant due to the small amount of fermentables provided by the priming sugar. Thus, there is little argument against re-yeasting with wine yeast at packaging time, other than a desire to approach carbonation in a traditional sense such as is the case with lambic.

• See Killer Wine Yeast for more information.
• See Bottling Clean Beer with Brettanomyces for information on dosing bottles of beer with Brettanomyces at bottling time.
• Lallemand chart of wine yeasts and their Killer Factor.
• Chris Lewis's write up on wine yeast character/Killer Factor on Lewy Brewing Blog.
• Shea Comfort notes on wine yeast on the BBB.

Priming

(in progress)

If your beer is at final gravity, you can prime it as you would any normal beer based on the amount carbonation you want. In order to properly prime your beer you will need to know your residual CO2 in solution. This can be determined from temperature and good priming sugar calculators take this into account. For aged beers, especially beers which have been aged in barrels or a similar porous vessel, the starting CO2 may be lower than the numbers produced from these calculators due to off gassing while the beer is aging. Tomme Arthur from The Lost Abbey reports that the starting values he sees in barrel aged beers range from 0.2-0.6 volumes of CO2 (~51 minutes in). Brewers may choose to partially force carbonate their beers to know the starting CO2 exactly as well as limit the CO2 required from bottle conditioning. The Lost Abbey carbonates to 1.5 volumes of CO2 before priming and bottle conditioning for the remaining carbonation (~52 minutes in).

If your beer is not at final gravity, but you have a good idea of where it will finish, then you can prime taking into account remaining gravity points----- to do. See Jeff Crane's "Blending Calculator" (extension of Michael Tonsmeire's "Blending Calculator") for a re-yeasting and priming calculator.

Bob Sylvester's Priming Guide

Bob Sylvester from Saint Somewhwere Brewery describes his method to bottle conditioning saison/farmhouse style beers on a commercial scale (amounts are for a 7 barrel/217 gallon batch of beer) . This method achieves high carbonation levels that are appropriate for saison and lambic styles:

1. All my beers have a final gravity of pretty much zero. I use plain cane sugar. I've found it to be pretty yeast friendly and the results are faster with sucrose. Not sure why dextrose became popular. Most of us don't brew with corn, so why add it at packaging.
2. Bob prefers Red Star brand dry champagne yeast. Suggested alternatives include EDM wine yeast, Maurivin PDM, and Fermentis Safoeno VR 44 .
3. For 7 barrels/217 gallons of beer, re-hydrate 250 grams of yeast in 3.5 gallons of water with 12 pounds of cane sugar dissolved at 108°F (0.87 grams of yeast and 1.13 oz of sucrose dissolved in 2 fl oz of water per gallon of beer; the amount of yeast is less important than the amount of sugar ). I do this first and let it bloom while I transfer the beer from the fermenter to my kettle. Takes about 20 minutes. By this time the yeast is about to crawl out of the bucket.
4. Add the yeast slurry just before transfer is finished as this will help incorporate the slurry. Carbonation happens the same day as packaging if done correctly.
5. Sounds counter to everything you've learned, but don't gas purge the bottles. The yeast will uptake the O2 in the head space.
6. Sanke keg conditioning uses the same exact process but back the sugar down to 8 pounds (0.6 ounces of sucrose per gallon of beer or 4.4 grams of sucrose per liter of beer) and keep the yeast at 250 grams.
7. Wait 10 days. That's it. With time, the initial "rough" carbonation you get in the first couple days will mellow out into the fluffy stuff.

Oxygen exposure

Oxygen is the enemy of finished beer, and most producers of standard beers invest a lot of time and money to reduce oxygen exposure in their finished beer. For mixed fermentation/sour/funky beers, this may not be as significant a concern. These beers, especially barrel aged versions, generally have more oxygen exposure during fermentation and aging and this contributes to the characteristics of the beer. Some brewers achieve good results without purging bottles before filling (for example, lambic producers and blenders), and others do take care to avoid oxygen exposure in the packaging process. There is no definite answer in terms of whether it is better to carefully CO2 purge as is recommended in more normal beers or if the yeasts present in mixed-fermentation beers are better able to quickly scavenge O2 before it can damage the beer, though excessive oxygen exposure can hurt your beer (either permanently through formation of acetic acid and/or ethyl acetate, or temporarily by influencing tetrahydropyridine (THP). Based on your experience, equipment, and preferences, you can determine how much to limit O2 exposure in your beers. The safest route is to treat them as you would a normal beer and take care to avoid O2, though the experience of some will say that this extra work and cost is not necessary.

Package and closure types

(in progress) Many sour/funky/mixed fermentation beers are highly carbonated. It is recommended to package highly carbonated beers in bottles of thicker glass which can better withstand higher pressure (e.g. many Belgian and German bottles, corkable Champagne-type or 'fat-lipped' Belgian-type bottles, etc.). This is especially true if you feel the beer may continue to carbonate in the bottle from residual carbohydrates beyond the priming sugar you added. Be careful when carbonating your beer to high volumes to ensure that your chosen package can handle this pressure.

For information about corking, see the Corking page.

• Crown caps (26 mm) - A variety of thicker glass/high-pressure bottles are available in the standard 26 mm cap size. No special equipment, beyond a normal capper, is necessary to fill bottles of this type. It may be necessary to swap the metal plates on cappers such as the Emily capper to accomodate the wider neck on some bottles taking a 26 mm cap (such as champagne-style bottles with 26 mm caps (e.g. Logsdon, Goose Island, some Upright) and the 375 mL crown finish bottles modeled after the 'Vinnie' 375 mL bottles).
• Crown caps (29 mm) - For capping bottles with 29 mm openings (such as Champagne-style bottles and 375 mL half-Champagne bottles), you will need to source a 29 mm bell and 29 mm caps, which are non-standard. Many 29 mm bottles are both capable and corkable. For cork and capping, see below.
• Swing tops - Many swing tops are thicker glass and are therefore well suited for higher carbonation beers. Swing tops also allow for easy venting of carbonation if the beer carbonates more than desired/anticipated. Due to the soft gasket (and possibly plastic top piece holding the gasket for some bottles), the same concerns regarding cleaning difficulty and cross-contamination apply to swing tops as to other plastic parts used after the hot side when brewing both normal and 'funky' beers. If you don't want your normal beers exposed to the micro-organisms in your funky beers, we recommend not using the same swing tops for bottling both types of beer, jusrt as we recommend keeping seperate sets of plastic equipment used for fermentation and transfer of fermented beer when brewing both clean and 'funky' beers. Some express concern about long term aging in swing tops and the possibility of swing tops not being as impermeable a barrier to O2. If you are concerned about this they it may be better to not use swing tops for long aged beer. At this time we are unaware of any comparisons of swing tops and other closure mechanisms regarding their susceptibility to O2 transfer during extended aging to give a firm answer as to whether swing tops allow more O2 ingress than other closures or not .
• Kegging - Kegging offers the benefit of being able to force carbonate or naturally carbonate with adding priming sugar and (optionally) re-yeasting. If force carbonating, follow the same procedures that you would for any other beer. Consider the "set and forget" method of force carbonating, which requires 1-3 weeks. This will allow the beer to settle while also dialing in the carbonation level. Priming in the keg often produces great results with sour beers. Generally, use 1/2 of the priming sugar that you would normally use, or excessive foaming can occur . If re-yeasting, which is generally recommended (see the Re-yeasting section above), use 10% of the yeast you would normally use to for a primary fermentation. For example, use around 2 grams of dried champagne yeast re-hydrated to naturally carbonate 5 gallons of beer . Priming in the keg will result in a little more sediment at the bottom of the keg, but this will be pulled out on the first pour from the keg. Allow at least three weeks of conditioning at room temperature, and then a week at refrigeration temperatures before serving. If the keg is not re-yeasted, it might take considerably longer than three weeks to carbonate the beer depending on the vitality of the yeast in the beer. The brewer should consider keeping plastic kegging equipment such as serving lines and taps separate from kegs that serve clean beers.

A spunding valve can also be used to help guard against over-carbonation when keg conditioning. The CO2 gauges on spunding valves can be inaccurate, however, so finding the correct PSI setting requires the following technique. The goal is to set it to be around 30 PSI for room temperature conditioning. First, pressurize the keg to 30 PSI using a reliable CO2 regulator, then remove the gas line while the keg is still pressurized. Fully tighten the spunding valve's pressure release valve (PRV) so that no gas is released, and attach it to the keg's gas line. Slowly turn the PRV on the spunding valve so that the gas is released. Continue to release the gas until the faintest "hiss" of gas can be heard, and then slightly tighten the PRV. The PRV might be set to something like 40 or 50 PSI, but the reliable CO2 regulator can be used to verify that the spunding valve's PRV is set to the desired level. The actual PSI within the keg might oscillate around 27-32 PSI, so this technique might need some trial and error. Shoot for under-carbonation versus over-carbonation. If the beer is slightly under-carbonated, force carbonation can make up the difference. Slight over-carbonation should be avoided because it could make the beer very difficult to serve .

Another method for setting the spunding valve's PRV to the correct PSI setting would be to use a keg of beer that is already perfectly carbonated. Allow the keg to warm to conditioning temperatures. Attach the spunding valve with the PRV completely closed. Slowly release the PRV until you hear a slight hiss. This should reach the PSI setting that the spunding valve needs to be set at to reach around the same carbonation for other kegs. Kegs should be filled up to the same headspace as the keg that was used to set the PRV setting .

• Green glass v Brown glass - Some bottle types, especially champagne style bottles, may be more available in green glass compared to brown glass. Green glass does a worse job shielding the beer from UV spectrum light, which can interact with hop compounds to produce 'skunky' or lightstruck flavors and aromas. Many classic Belgian mixed fermentation beers are found in green glass, and some producers in North America seek out green glass over brown glass for their beers (~11 minutes in) (also, Bob Sylvester).
• Crown caps v corks - Deciding between corks and caps will depend on the specific beer and the brewer's goals with the beer. Caps are a cheaper closure and are also easier to apply. Aside from aesthetics, you may choose corks when intending to age or store beers lying down in order to keep the beer from interacting with the cap. Some producers have observed that crown caps contribute to an off-flavor in their beer, especially if the beer is acidic. Pierre Tilquin closes some bottles of every blend with crown caps in order to test carbonation levels. He has noticed that the crown capped bottles have an off flavor not present in the corked bottles . Other producers regularly package their acidic beer with crown caps (e.g. the Rare Barrel, Boon Geuze in 25 cl bottles) and have not mentioned a problem with doing so.

Equipment

Bottle Suppliers

Single Cases

• Shore Container, 750 mL 26 mm cap bottles.
• Northern Brewer: 750 mL and 350 mL, cork and caged, and crown capped Belgian bottles.
• Texs Brewing: 500/330 mL Green Morning Bottles, 750 mL Green California Style Beer Bottle (crown or cork).
• Chicago Brew Werks: 500 mL cork and cage or crown, with punt (also has various Morning bottles and other Belgian bottle formats.

Bulk

• Zuckerman Honickman.
• United Bottles & Packaging.
• Saxco International.
• Grandstand Glassware & Apparel.
• BSG HandCraft.

Bottle Fillers

Cheap and DIY

• 3 Spout Bottle Filler for Commercial Use, and the 5 spout version. See also this MTF thread on reviews of this product.
• DIY 4 Head Bottle Filler for $275 on ProBrewer.com.
• DIY Counter Pressure Bottler Design (scoll down).
• DIY 4 Head Bottle Filler from Guillaume Boulanger.

Mid Tier Products

• Xpressfill wine bottle filler and Wine Bottle Filler (Professional) - 6 Spout. See Tim Vandergrift's and Levi's product feedback.
• GW Kent 6 head filler (non-carbonated).
• 4 Spout Sparkling Machine (can bottle uncarbed or carbed liquid) .

Mobile Canners

Companies that can sour/funky beer.

• ICan Solutions, LLC from Indiana.

Storage

• See Aging and Storage.

See Also

Additional Articles on MTF Wiki

• Blending
• Aging and Storage
• Tetrahydropyridine
• Floor Corker
• Corking
• Mixed Fermentation
• Funky Mixed Fermentations
• Spontaneous Fermentation

External Resources

• "Blending and Priming Calculator," by Jeff Crane.
• "Carbonation in Sour Beers," Sour Beer Blog.
• "Brewing Sour Beer At Home," by Michael Tonsmeire (see the "Bottling" section).
• Priming calculator that includes entering a value for residual CO2.
• MTF Thread on 4-6 spout gravity-fed bottling lines.
• MTF Thread for advice on how commercial brewers use blending/bottling tanks.
• MTF discussion on commercial bottle fillers.