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Ore Sortability Assessment: Current Status in the Pursuit of a Truly Universal Method

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15 September 2026

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16 September 2026

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Abstract
The growing adoption of sensor-based Particle Ore Sorting (POS) across mineral processing operations increases the need for an objective and repeatable method to assess whether and how an ore can be upgraded. Standardised POS testwork methods have recently been proposed but no universally accepted framework yet provides cross-comparable measures of material, classification and mechanical contributions. This review excludes sensor-based Batch Bulk Ore Sorting and Belt Bulk Ore Sorting and structures the POS literature into three analytical categories: Intrinsic Sortability, Sensor Amenability and Sensor Sortability. Intrinsic Sortability is represented by Sorter Feed Heterogeneity (SFH) and describes the theoretical upgrading potential under ideal separation. Sensor Amenability addresses Detection Effectiveness (DE) and Image Processing Effectiveness (IPE), which together determine Classification Effectiveness (CE). Sensor Sortability evaluates the POS process result under dynamic conditions, including CE, material presentation and Mechanical Effectiveness (ME). The review identifies inconsistent terminology and frequent overlap between these categories. The recently defined Single Particle Test (SPT), Bench Scale Test (BST), Cascade Test (CT) and Process Test (PT) clarify which combinations of SFH, CE and ME are assessed but cross-study comparability remains limited by project-lot heterogeneity, sensor configuration and operating conditions. A universal framework must retain clear system boundaries, standardise performance metrics and use Process Tests as the final validation and feasibility stage. Simulation based on SFH and CE data, supported by open reference datasets and cross-laboratory benchmarks, offers a route towards scalable and vendor-independent assessment.
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1. Introduction

1.1. Industrial Context and Decision Relevance

Sensor-Based Sorting (SBS) is the umbrella term for processes in which sensor-classified material units are physically separated. This review concerns sensor-based Particle Ore Sorting (POS), where individual particles are detected and separated [1,2]. POS is increasingly applied for pre-concentration and waste rejection to reduce downstream processing demand across base-metal, precious-metal and industrial-mineral applications [3,4,5]. Industrial implementations extend from X-ray-transmission sorting of tin ore at production scale [6] to the reprocessing of phosphate waste rock, where POS is linked explicitly to waste valorisation and circular-economy objectives [7]. Techno-economic studies connect the sorting decision to comminution energy demand and to the wider flowsheet configuration [8], and cut-off estimation methodologies translate measured feed variability into an economic decision criterion [9]. At exploration and project-development stages, project teams must determine whether the project-lot material is amenable to POS, the relevant particle-size interval and whether the expected response justifies further testwork and flowsheet integration. These decisions can affect process design, plant capacity, comminution duty, tailings generation and project economics [2].
The decision sequence extends beyond a sorter trial (Figure 1). Ore characterisation must be translated into a testwork strategy that defines the project lot, significant financial and technical features, feed type and test objective before an informed POS decision and subsequent process design. An underdefined assessment stage can therefore introduce bias early in project development [2,10].

1.2. Problem Definition

Current practice relies on laboratory characterisation, vendor testing and case-specific academic methods (amongst others, described here: [11,12]). Robben et al. [2] recently consolidated these practices into Single Particle Tests, Bench Scale Tests, Cascade Tests and Process Tests using Endmember, Lithotype and Composite feed types. This provides a standard testwork nomenclature but not a single cross-comparable measure of POS potential. Individual proposals for such a measure exist: Gülcan [13] evaluates an industrial near-infrared sorter using material-specific partition coefficients, an Ecart probability and a cut value, and separates the correct identification of particles from their correct delivery to the accept or reject stream. Descriptors of this kind quantify the separation achieved by a defined machine, feed presentation and operating point and therefore characterise the process rather than the ore alone. Sensor-specific results, platform effects and operator-selected settings therefore remain relevant sources of uncertainty.
The central conceptual problem is that Sorter Feed Heterogeneity (SFH), Detection Effectiveness (DE), Image Processing Effectiveness (IPE) and Mechanical Effectiveness (ME) are often combined under the term “sortability”. Robben et al. [2] resolve these contributions through Classification Effectiveness (CE), Total Process Effectiveness (TPE) and explicit test boundaries. Although connected in an operating POS process, these elements answer different scientific questions and must remain distinguishable in a universal assessment framework.

1.3. Scope and Objectives

This review focuses on sensor-based POS. Sensor-based Batch Bulk Ore Sorting and Belt Bulk Ore Sorting are excluded as primary method classes, although selected publications are retained where they provide relevant approaches to heterogeneity, modelling or test design [9,14,15,16,17]. Terminology is aligned with the frameworks proposed by Duncan and Deglon [10] and Robben et al. [2,18], including project lot, financial and technical features, SFH, DE, IPE, CE, ME and TPE.
The objectives are to:
  • map academic and industrial methods used to assess POS sortability;
  • separate the assessment of intrinsic material properties from sensor capability and sorter performance;
  • compare the extent to which published methods address predefined assessment criteria;
  • identify terminology conflicts, methodological overlap and evidence gaps;
  • define requirements for an objective, scalable and vendor-independent testing hierarchy;
  • define the minimum criteria that a sortability assessment method must fulfil to be considered universal, including objectivity, sensor independence, scalability and cross-comparability.

2. Conceptual Framework and Terminology

2.1. Three Assessment Categories

The literature was organised into three analytical categories with distinct system boundaries (Figure 2). Intrinsic Sortability concerns the project-lot particle population and SFH; Sensor Amenability concerns DE, IPE and CE; Sensor Sortability concerns the dynamic POS process result, including ME. These categories are not substitutes for the test names SPT, BST, CT and PT. Rather, they identify which material and effectiveness contributions each test addresses [2,10,18]. Table 1 summarises these boundaries together with the predefined criteria assigned to each category and the standard test methods to which each category maps.

2.2. Intrinsic Sortability and Sorter Feed Heterogeneity

Intrinsic Sortability is the theoretical upgrading potential of a particle population under ideal separation. In the nomenclature of Robben et al. [2], the material condition relevant to POS is Sorter Feed Heterogeneity (SFH), expressed through particle-level grade-frequency distributions of defined financial and technical features. SFH should not be confused with Intrinsic Heterogeneity of the Lot (IHL), a Theory of Sampling parameter used to estimate the Fundamental Sampling Error. The assessment should include granulo-chemical and particle-grade distributions and where possible the relationship between liberation and particle size [2,10,22,23]. Sousa et al. [19] characterise ore macro-texture and assess liberation at coarse crushing sizes and provide one of the few explicit treatments of this relationship at POS-relevant particle sizes.
These existing methodologies apply to particle-level heterogeneity, but there is no standard framework defining the geological and geometallurgical data requirements that are necessary to establish whether a measured particle population is representative of the expected sorter feed. Geometallurgical sampling and testwork frameworks address domain definition, sample representativity and programme design [24], but they are not yet expressed in terms of the particle populations that a sorter actually receives.

2.3. Sensor Amenability and Classification Effectiveness

Sensor Amenability determines whether a detection system obtains a useful and spatially adequate signal and whether image processing converts that signal into a reliable particle classification. In Robben et al. [2], Detection Effectiveness (DE) and Image Processing Effectiveness (IPE) combine into Classification Effectiveness (CE). Relevant measures include signal contrast, signal-to-noise ratio, dynamic range, spatial resolution, object segmentation, Sorting Index response and classification performance [25,26,27,28,29]. The sensing principles examined in the reviewed literature include dual-energy X-ray transmission [26,28,29,30], X-ray fluorescence [20,31], short-wave infrared reflectance [32], X-ray absorption spectroscopy [33] and microwave imaging [34], while automated mineralogy and X-ray radiography supply particle-level reference data for calibration and validation [25,35]. Mechanical Effectiveness and throughput remain outside this boundary.

2.4. Sensor Sortability and Total Process Effectiveness

Sensor Sortability describes the POS process result under dynamic conditions. The result combines SFH with Total Process Effectiveness (TPE), while TPE comprises Classification Effectiveness (CE) and Mechanical Effectiveness (ME) [2,18]. Feed presentation, object tracking, software settings, travelling speed, separation geometry and ejection conditions influence the result. Throughput rate, feed composition, particle shape and the availability of ejection valves have been shown to affect yield and product purity independently of the classification decision [21]. It is therefore conditional on the project lot, feed type, machine, calibration, operator and operating window and cannot represent the ore alone [6,11,12,13,36]. Figure 3 relates the three assessment categories to the review criteria used in the original conference presentation.

3. Review Methodology

3.1. Literature Search and Selection

Literature was collected from Scopus and Web of Science, supplemented by ScienceDirect and the Minerals archive and by direct searches of institutional repositories and conference proceedings (e.g. IMPC, World Gold, WCSB) for theses and grey literature. Search terms combined three groups: the process (sensor-based sorting, ore sorting, particle sorting, pre-concentration); the assessment objective (sortability, amenability, sorting potential, testwork, protocol, methodology); and the contributing elements (heterogeneity, grade distribution, liberation, texture; XRT, XRF, near-infrared, hyperspectral, microwave; classification, machine learning; throughput, ejection, separation efficiency). The set was completed by checking independently in primary sources as well as citationsin secondary publications from the principal methodological references [2,10,13,25], which is how most of the conference papers and theses were identified. Seven of the retained publications are not indexed in Scopus nor Web of Science, indicating that a relevant part of the POS testwork and sampling literature is published outside the indexed journals.
Records were screened against four criteria:
  • separation principle, particle-by-particle sensor classification and ejection; batch and belt bulk ore sorting and on-belt grade measurement without particle separation were excluded as primary evidence;
  • feed material, ore, mine waste rock, coal and industrial minerals; sorting of food, plastics, glass, scrap and construction waste was excluded;
  • methodological content, a documented method, protocol, metric or dataset addressing SFH, DE, IPE, CE or ME; equipment and vendor descriptions and results reported without a test procedure, were excluded;
  • record type, English-language journal articles, conference papers and doctoral or master's theses with obtainable full text; patents, trade publications and abstracts without full text were excluded.
Publications excluded under the first three criteria were retained only where they contribute a transferable method, metric or model and are then identified as contextual or transferable evidence in Appendix A.Forty-two publications were retained after screening. Robben et al. [2], published after the conference presentation, was incorporated into the final synthesis and used to harmonise nomenclature for test methods, feed types and process-effectiveness contributions. General reviews provided technology context rather than primary experimental evidence [4,5]. A complete inventory of the reviewed publications and the role each one plays in this review is given in Appendix A.

3.2. Classification and Rating Procedure

Each publication was assigned to one or more analytical categories according to its primary purpose and mapped where possible to SFH, DE, IPE, CE and ME. The predefined criteria were rated qualitatively from the reported methods and results (Table 2). The SPT separates SFH from CE and excludes ME, BST and CT combine SFH with CE under idealised conditions and PT includes SFH, CE and ME under production-like conditions [2]. The assessment is comparative rather than a quantitative meta-analysis.

3.3. Scope Controls and Evidence Roles

The review distinguishes direct POS method evidence from contextual evidence. Sampling-heterogeneity studies addressing IHL and Fundamental Sampling Error, geometallurgical sampling and testwork frameworks, analytical reference methods, bulk-sortability studies and broad reviews inform sampling, analysis or framework development but are not equivalent to direct SFH or POS testwork protocols. Contextual sources were therefore retained separately [9,14,15,16,17,24,37,38,39], while direct evidence was assessed against the predefined criteria. Studies from adjacent sorting domains were retained as transferable evidence where their reported conclusions are independent of the feed-material type [21].

4. Results

4.1. Intrinsic Sortability and SFH Assessment

The intrinsic literature covers granulo-chemical distributions, particle-level grade-frequency distributions, liberation, mineralogical and textural characterisation and particle-grade estimation. Duncan and Deglon [10] combine particle-size and grade distributions in an explicit intrinsic framework. Robben et al. [2] formalise the physical-separation descriptor as SFH and distinguish it from IHL used for sampling. Texture modelling, XCT and surface mapping provide complementary approaches [22,23,25,27] and are extended by macro-texture and liberation assessment at coarse crushing sizes [19] and by the integration of X-ray radiography with automated mineralogy to generate particle-level reference grades [35]. Sampling and geometallurgical studies provide contextual evidence for representative testwork [24,37,38]. Table 3 shows the coverage of the predefined Intrinsic Sortability and SFH criteria across these publications.
Most studies analyse grade heterogeneity and particle characteristics but use different representations of the theoretical separation limit. The SFH and grade-frequency-distribution nomenclature provides a common physical basis, while IHL remains a sampling descriptor rather than a direct sortability metric [2]. A universally accepted method for converting size-dependent SFH into comparable ideal yield-recovery functions is still absent. Methods derived from material reference data should therefore be distinguished from those using a particular sensor as a proxy for particle grade [10,25,27,35]. Non-destructive bulk analytical methods provide particle-level reference values with a stated analytical uncertainty and are particularly relevant where conventional assaying is unreliable, as for coarse-gold material [39]. Further development must also focus on including domain-weighting, qualifying the uncertainty and transferability to recovery aspects.

4.2. Sensor Amenability and CE Assessment

Sensor Amenability studies mainly determine whether a detection system provides sufficient contrast and whether the image-processing chain supports correct classification. In the harmonised nomenclature, these contributions are DE and IPE and together form CE [2]. Dual-energy X-ray transmission dominates the reviewed examples for rare-earth minerals, heavy rare earth elements, sulphide ore and coal [26,28,29,30]. Surface-XRF mapping, automated-mineralogy-based sensor selection and multi-sensor concepts increase the scope [25,27,35,40] and are complemented by microwave imaging [34] and by combined microwave and infrared sensing concepts [8]. Machine-learning classification is now reported for particle-level XRF sorting [20,31], hyperspectral short-wave infrared pre-sorting [32] and X-ray absorption spectroscopy [33], while bench-scale testwork on phosphate waste rock combines dual-energy X-ray transmission with near-infrared and colour sensing [7]. Table 4 shows the coverage of the predefined DE and IPE criteria.
Research commonly addresses DE and signal contrast. Classification performance is increasingly quantified using confusion matrices, receiver-operating-characteristic analysis and separated calibration and validation sets [15,20], and the error contributed by the sensing step itself has been analysed explicitly [16]. These metrics are nevertheless reported against study-specific protocols, are rarely related back to an independently measured SFH and are seldom accompanied by a stated measurement uncertainty, so CE values remain difficult to compare across studies. The SPT is the only test in the Robben et al. [2] framework that separates SFH from CE and permits particle-level calibration and validation of DE and IPE. BST and CT results combine SFH with CE under idealised conditions and must not be interpreted as full TPE.

4.3. Sensor Sortability and TPE Assessment

Sensor Sortability is represented by tests that progressively include dynamic process contributions. BST and CT combine SFH with CE while ME is excluded or minimised, whereas the PT includes SFH, CE and ME and most closely approximates the full POS process result [2]. Complete-chain methodologies also address feed presentation and mechanical separation effects [12,41]. Industrial implementation at production scale documents feed preparation, calibration, operating windows and mass-grade reconciliation over extended periods [6], and bench-scale multi-sensor testwork demonstrates the same sequence at reduced scale [7]. Küppers et al. [21] quantify the separate contribution of throughput rate, feed composition, particle shape and ejection-valve failure to yield and product purity, and report that a small proportion of flat particles in the feed can degrade yield to a similar extent as a substantial loss of ejection capacity. Gülcan [13] reports material-specific partition coefficients, an Ecart probability of 0.105 and a cut value of 0.730 for the separation criterion ‘reflectance value’ (RV) for an industrial near-infrared sorter, demonstrating that separation-sharpness descriptors familiar from density separation can be applied to other separation criteria in the context of POS. Reviews and smaller-scale studies cover these effects less completely [4,5,36,42]. Table 5 shows the coverage of the predefined CE, presentation and ME criteria.
Applied literature most often evaluates POS performance on laboratory or industrial platforms. Robben et al. [2] identify the PT as the decisive production-like test and basis for feasibility decisions because it includes all TPE contributions. Its result nevertheless remains conditional on project-lot representativity, feed type, machine configuration, presentation, calibration, operating settings and operator decisions. Process Tests should therefore be the final validation of prior SFH and CE assessments rather than an ore-only sortability metric.

4.4. Distribution of Literature and Principal Gaps

Table 6 summarises the qualitative distribution of the reviewed literature across the three assessment categories, together with the principal gap identified in each.
The literature remains unbalanced. Sensor Amenability is now the best represented category, driven by sensor-specific detectability studies and by the growth of machine-learning classification. Applied sorter testing remains well represented, whereas sensor-independent SFH assessment is the least developed and is supported by comparatively few dedicated studies. The SPT/BST/CT/PT nomenclature improves transparency by stating which SFH, CE and ME contributions are included [2]. It does not remove the need for cross-comparable metrics within each contribution.

4.5. Cross-Category Overlap

Robben et al. [2] make the overlap across categories explicit: SPT separates SFH and CE and excludes ME, BST and CT combine SFH with CE under idealised conditions and PT combines SFH, CE and ME. The three analytical categories therefore describe contributions rather than mutually exclusive test names. Imprecision exists when studies report a result without identifying the project lot, feed type, test method and included effectiveness contributions (Figure 4). A dynamic result reported without the corresponding throughput, presentation condition and machine availability cannot subsequently be resolved into SFH, CE and ME contributions [13,21].

5. Discussion

5.1. Sensor-Neutral SFH and Intrinsic Sortability

A universal Intrinsic Sortability method must describe the project-lot material independently of sensor performance. SFH must be reported as particle-level grade-frequency distributions of defined financial and technical features within sorting relevant size classes [2]. Granulo-chemical distributions, liberation, texture and heterogeneity explain how SFH changes with size and comminution history [10,19,22,23]. IHL and its parameters support sampling design but must not be treated as a metric showing direct POS potential, since it is not necessarily scaled to sortable size ranges.
Simulation and modelling offer a scalable route because ideal separation at 100% TPE can be evaluated directly from SFH [2,17,23]. Representative primary sampling and mass reduction must comply with the Theory of Sampling and the project’s Sampling Quality Objective. Sampling, analytical and model uncertainty must be combined and reported as Total Measurement Uncertainty when theoretical recovery, yield and waste-grade predictions are produced [2,24,37,38,39].

5.2. Quantitative DE, IPE and CE Metrics

A qualitative observation that ore and waste appear different is insufficient for a comparable amenability test. Standard protocols must define the detection geometry, energy or wavelength range, spatial sampling, calibration, Sorting Index and reference-analysis method. DE must be separated from IPE: the former concerns sensor response relative to true analytical content and the latter concerns segmentation, feature extraction and classification. Together they determine CE [2,20,25,35,40].
Candidate metrics include signal contrast, signal-to-noise ratio, dynamic range, spatial resolution, object-segmentation effectiveness and CE. Confusion matrices and threshold-dependent yield-recovery or recovery-rejection curves can provide transparent reporting when calibration and independent validation particle sets are separated [2,20]. Receiver-operating-characteristic analysis provides a threshold-independent summary of detection performance and supports transparent cut-point selection [15], and an explicit error analysis of the sensing step quantifies its contribution to the reported uncertainty [16]. Reference values used for calibration and validation should be obtained by an independent analytical method of stated uncertainty [39].

5.3. Role and Limitations of Dynamic POS Testwork

The standard test hierarchy distinguishes the contributions included in dynamic testwork. SPT isolates CE at particle level, BST and CT evaluate SFH with CE under idealised or repeated-pass conditions and PT includes all TPE contributions under production-like conditions [2]. Reports must document project lot, feed type, feed preparation, throughput, area occupancy, travelling speed, sensor and software settings, separation geometry and mass-grade reconciliation [6,21].
PT must serve as the final validation and feasibility basis after heterogeneity characterisation, calibration and validation have been completed [2]. It is not a universal measure of the ore because its outcome includes CE, ME and process-island conditions. BST and CT results require explicit qualification because ME is excluded or minimised and the repeated passes of a CT can introduce positive bias. Where a dynamic result is reported, partition-based descriptors such as the Ecart probability and the cut value make the sharpness of the achieved separation explicit and are more informative than a single recovery or mass-rejection value [13]. As the tail ends of a partition function for POS are often not closed due to the decoupling of separation criterion and separation force, it is recommended to report the full partition, or the Ecart probable in combination with misplacement metrics (ore-to-waste, waste-to-ore, and total misplacement).

5.4. Implications for Comparability and Early Project Decisions

When SFH, CE and ME are reported as one outcome, studies cannot be compared reliably across deposits, commodities or vendors. The same project-lot material can produce different results with different feed types, calibrations, presentation conditions or equipment [13,21] and even test operators. A hierarchical framework using the SPT/BST/CT/PT nomenclature makes these sources of variation detectable rather than hiding them in a single recovery or mass-rejection value [2].

6. Proposed Development Path for a Universal Framework

Future work must retain the three analytical categories while mapping them to the standard test methods and feed types proposed by Robben et al. [2]. Each stage must define its project lot, significant financial and technical features, included effectiveness contributions and required Total Measurement Uncertainty. Iteration remains possible but a commercial POS result must not be interpreted as an intrinsic ore property. Figure 5 shows the proposed analytical hierarchy and its mapping to SFH, CE and TPE.

6.1. Stage 1—Intrinsic Sortability and Sorter Feed Heterogeneity

  • Define the project lot, relevant sub-lots and significant financial and technical features;
  • Apply granulo-chemical analysis and Theory of Sampling-compliant primary sampling and mass reduction;
  • Estimate SFH as particle-level grade-frequency distributions in relevant size classes, including the size dependence of liberation and texture [19];
  • Calculate ideal liberation functions, yield, recovery, product grade and waste grade at 100% TPE;
  • Report Sampling Uncertainty, Analysis Uncertainty and Total Measurement Uncertainty using reference analyses of stated uncertainty [39];
  • Ensure test material represents relevant geochemical and geometallurgical domains within resource and reserve confidence categories [24];
  • Align the scale and confidence of SFH, CE and TPE assessments with project maturity and geological confidence from exploration to short-term mine planning.

6.2. Stage 2—Sensor Amenability and Classification Effectiveness

  • Use SPT to separate SFH from CE and to calibrate and validate the detection and image-processing chain;
  • Specify the sensing principle, geometry, energy or wavelength range and spatial resolution;
  • Quantify DE, IPE, object segmentation and CE under controlled conditions [20,35];
  • Relate the Sorting Index to independent reference values for financial and technical features;
  • Report CE over a range of cut points using separate calibration and validation sets [15,20].

6.3. Stage 3—Sensor Sortability and Total Process Effectiveness

  • Use BST and CT to assess SFH with CE under idealised conditions and report their limitations;
  • Use PT to include all TPE contributions and support final feasibility decisions;
  • State whether Endmember, Lithotype or Composite feed types were tested;
  • Separate CE, presentation effects and ME and test robustness across operating windows [21];
  • Reconcile mass, grade, yield and recovery with quantified Total Measurement Uncertainty and report the sharpness of the achieved separation [6,13].

6.4. Simulation, Open Data and Benchmarking

A major research need is to predict the POS process result from SFH and CE before starting efforts on a cost-intensive PT or pilot campaign. Models must combine grade-frequency distributions, CE confusion matrices, spatial-resolution and presentation effects and ME estimates [2,23,25]. Bulk-sorting model development provides a template in which a predictive model is first constructed and then validated and optimised against measured results [17]. Open reference datasets can allow algorithms and sensing concepts to be compared on the same particle populations and feature sets, which is increasingly relevant as machine-learning classifiers are trained on study-specific data [20,31,32,33]. A key validation test would be to predict the result of a blind PT, within the stated uncertainty, using independently determined SFH, CE and ME data.
Cross-laboratory benchmarks and community-driven protocols are required to test repeatability and reproducibility. Reference materials must span commodities, size classes, grade-frequency distributions and relevant heterogeneity scales. A shared reporting template based on project lot, feed type, SPT/BST/CT/PT and SFH/CE/ME contributions will accelerate convergence towards universal metrics [2].

7. Conclusions

Standardised POS testwork methods and feed-type nomenclature have now been proposed but a universally accepted cross-comparable metric for particle ore sortability does not exist yet.
The three analytical categories map onto SFH, CE and the dynamic POS process result: Intrinsic Sortability concerns SFH, Sensor Amenability concerns DE and IPE as contributions to CE and Sensor Sortability concerns TPE including CE and ME. SPT is the only test that separates SFH from CE and excludes ME; BST and CT combine SFH with CE under idealised conditions and PT includes all TPE contributions under production-like conditions.
SFH must be expressed through particle-level grade-frequency distributions of financial and technical features. IHL is important for sampling design but is not by itself a direct metric to assess POS potential. PT is the most complete basis for feasibility decisions, but its result remains conditional on project-lot representativity, feed type, presentation, calibration, operating settings and Mechanical Effectiveness.
A universal framework must combine sensor-independent SFH assessment, standardised DE/IPE/CE metrics and fully qualified PT results within explicit system boundaries. Simulation, open datasets, cross-laboratory benchmarking and consistent reporting of Total Measurement Uncertainty are necessary for scalable, transparent and vendor-independent assessment.

Author Contributions

Conceptualization, F.R., T.V., C.R. and D.H.P.; methodology, F.R., T.V., C.R. and D.H.P.; validation, T.V., C.R. and D.H.P.; formal analysis, F.R.; investigation, F.R. and D.H.P.; resources, F.R. and C.R.; data curation, D.H.P.; writing—original draft preparation, F.R.; review and editing, T.V., C.R. and D.H.P.; visualization, F.R.; supervision, T.V. and D.H.P.; project administration, F.R. All authors have read and agreed to the published version of the manuscript.

Funding

This research received no external funding.

Institutional Review Board Statement

Not applicable.

Data Availability Statement

No new data were created or analysed in this study. All material discussed is available in the cited publications. Data sharing is not applicable to this article.

Acknowledgments

Generative artificial intelligence was used to assist with language editing, manuscript structuring and improvement of the clarity of selected passages. All AI-assisted content was critically reviewed, verified and revised by the authors, who take full responsibility for the final content of the manuscript.

Conflicts of Interest

The authors declare no conflicts of interest.

Abbreviations

The following abbreviations are used in this manuscript:
BST Bench Scale Test
CE Classification Effectiveness
CT Cascade Test
DE Detection Effectiveness
DE-XRT Dual-Energy X-ray Transmission
Ep Ecart Probability
GFD Grade-Frequency Distribution
IHL Intrinsic Heterogeneity of the Lot
IPE Image Processing Effectiveness
ME Mechanical Effectiveness
MU Measurement Uncertainty
NIR Near-Infrared
POS Particle Ore Sorting
PT Process Test
REE Rare Earth Elements
ROC Receiver Operating Characteristic
SBOS Sensor-Based Ore Sorting
SBS Sensor-Based Sorting
SFH Sorter Feed Heterogeneity
SPT Single Particle Test
SVM Support Vector Machine
SWIR Short-Wave Infrared
TOS Theory of Sampling
TPE Total Process Effectiveness
XAS X-ray Absorption Spectroscopy
XCT X-ray Computed Tomography
XRF X-ray Fluorescence
XRT X-ray Transmission

Appendix A

Appendix A.1. Literature Inventory and Role in the Review

Appendix A lists every publication considered in this review together with the primary role it plays in the analysis and the assessment category or evidence status assigned to it in Section 3. Publications marked as contextual inform sampling design, analysis, framework development or technology background and were not rated against the predefined criteria in Table 3, Table 4 and Table 5. Publications marked as transferable evidence originate outside ore sorting but report conclusions that are independent of the feed-material type and are therefore applicable to POS presentation and Mechanical Effectiveness.
Table A1. Literature inventory and role of each publication in this review.
Table A1. Literature inventory and role of each publication in this review.
Publication Primary Role in This Review Category / Status
Adewuyi et al. (2025) [40] Multi-sensor integration and image-processing context Sensor Amenability; review/context
Amar et al. (2023) [7] Bench-scale DE-XRT, near-infrared and colour sorting of phosphate waste rock; waste-rock valorisation and circular-economy case Sensor Amenability / Sensor Sortability; direct method
Chieregati et al. (2023) [37] Sampling and heterogeneity context Intrinsic; contextual evidence
Claassen (2016) [38] Heterogeneity in complex mining environments Intrinsic; contextual evidence
Dance et al. (2024) [42] Lab-scale pre-concentration test Sensor Sortability; direct method
Dominy and Glass (2025) [24] Geometallurgical sampling and testwork design, domaining and sample representativity Intrinsic; contextual evidence
Dominy et al. (2024) [39] Non-destructive reference analysis for coarse-gold particles; rig-to-assay optimisation and analysis uncertainty Intrinsic / Sensor Amenability; contextual evidence
Duan et al. (2023) [34] Microwave imaging as an alternative detection principle for SBS Sensor Amenability; direct method
Duncan and Deglon (2022) [10] Intrinsic POS methodology and principal classification framework Intrinsic; direct method
Duncan (2016) [11] Protocol development linking particle properties and sorter tests Intrinsic / Sensor Sortability; direct method
Fang et al. (2024) [33] X-ray absorption spectroscopy with deep-learning mineral classification Sensor Amenability; direct method
Fitzpatrick (2008) [12] Automated-sorting methodology Sensor Sortability; direct method
Genn (2013) [3] Ore characterisation and sorting background General background; not rated in category tables
Gülcan (2020) [13] Partition-coefficient, Ecart probability and cut-value approach to SBS separation performance; separates correct particle identification from correct delivery to the product stream Sensor Sortability; direct method
Kern et al. (2019) [25] Mineralogy-based sorting potential and sensor selection Intrinsic / Sensor Amenability
Kern et al. (2022) [35] Integration of X-ray radiography with automated mineralogy for particle-level calibration of sorting routines Intrinsic / Sensor Amenability; direct method
Küppers et al. (2021) [21] Effect of throughput, feed composition, particle shape and ejection-valve failure on yield and product purity; conclusions independent of feed-material type Sensor Sortability; transferable evidence
Li et al. (2020) [15] ROC-based evaluation of XRF sensing performance and cut-point selection Sensor Amenability; contextual (bulk sorting)
Li et al. (2021) [16] Lab-scale error analysis of XRF sensing; sensing-error contribution to measurement uncertainty Sensor Amenability; contextual (bulk sorting)
Li et al. (2021) [17] Bulk ore sorting model validation and optimisation; template for predictive simulation of a sorting result Simulation and modelling; contextual (bulk sorting)
Li et al. (2022) [14] Fractal modelling of bulk sortability Contextual and outside primary POS scope
Liu et al. (2024) [31] Particle-swarm-optimised support vector machine classification for XRF sorting of porphyritic copper ore Sensor Amenability; direct method
Modise et al. (2022) [4] Review of electromagnetic sensing in ore sorting General / Sensor Sortability context
Neubert and Wotruba (2017) [26] DE-XRT detectability of rare-earth minerals Sensor Amenability; direct method
Peukert et al. (2022) [5] Review of sensor fusion General / Amenability context
Reple et al. (2020) [9] Heterogeneity-based cut-off estimation linking measured variability to an economic decision criterion Intrinsic / decision context; contextual (bulk sorting)
Robben (2014) [1] Sensor-based sorting technology and implementation background General background; not rated in category tables
Robben and Dumont (2019) [41] Industrial sorter methodology applied to gold ores Sensor Sortability; direct method
Robben et al. (2020) [6] Industrial XRT particle sorting at the San Rafael tin mine; production-scale operation, calibration and reconciliation Sensor Sortability; direct method
Robben et al. (2022) [22] XCT-based particulate heterogeneity Intrinsic; direct/contextual method
Robben et al. (2024) [18] Terminology and heterogeneity framework Framework / terminology
Robben et al. (2026) [2] Standardised SPT/BST/CT/PT methods, Endmember/Lithotype/Composite feeds and SFH/CE/ME nomenclature Intrinsic / Sensor Amenability / Sensor Sortability; framework
Seiler (2017) [27] Surface-XRF mapping and particle-grade estimation Intrinsic / Sensor Amenability
Sousa et al. (2020) [19] Macro-texture characterisation and liberation assessment at coarse crushing sizes for pre-concentration Intrinsic; direct method
Tian et al. (2024) [8] Technological and economic evaluation of microwave-assisted comminution combined with multi-sensor sorting General / new-sensor and flowsheet context
Tong (2012) [36] Laboratory sensor amenability and sorter testing Sensor Amenability / Sensor Sortability
Tuşa et al. (2020) [32] Hyperspectral SWIR sensor performance with machine-learning classification for pre-sorting Sensor Amenability; direct method
Veras et al. (2020) [30] DE-XRT detectability of minerals bearing heavy rare earth elements Sensor Amenability; direct method
Wilkie (2016) [23] Texture and grade-distribution modelling Intrinsic; direct method
Xu et al. (2023) [20] Logistic regression and SVM classifiers for XRF particle sorting of copper ore; separated calibration and validation sets Sensor Amenability; direct method
Zhang et al. (2021) [28] DE-XRT assessment of sulphide ore Sensor Amenability; direct method
Zhang et al. (2022) [29] DE-XRT coal sortability and washability Sensor Amenability; cross-commodity context

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Figure 1. Position of sortability assessment within the POS project decision chain.
Figure 1. Position of sortability assessment within the POS project decision chain.
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Figure 2. Conceptual overlap between Intrinsic Sortability, Sensor Amenability and Sensor Sortability.
Figure 2. Conceptual overlap between Intrinsic Sortability, Sensor Amenability and Sensor Sortability.
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Figure 3. Assessment categories and original conference review criteria. In the revised nomenclature, platform effectiveness is represented primarily by Classification Effectiveness (CE).
Figure 3. Assessment categories and original conference review criteria. In the revised nomenclature, platform effectiveness is represented primarily by Classification Effectiveness (CE).
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Figure 4. Consequences of combining SFH, CE and ME into a single sortability result.
Figure 4. Consequences of combining SFH, CE and ME into a single sortability result.
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Figure 5. Proposed analytical hierarchy for future sortability frameworks, mapped to SFH, CE and TPE.
Figure 5. Proposed analytical hierarchy for future sortability frameworks, mapped to SFH, CE and TPE.
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Table 1. Proposed analytical system boundaries and mapping to the nomenclature of Robben et al. [2].
Table 1. Proposed analytical system boundaries and mapping to the nomenclature of Robben et al. [2].
Category Primary Question System Boundary and Mapped Standard Test Methods [2] Predefined Criteria and Representative Measures
Intrinsic Sortability / SFH What is the theoretical upgrading potential of the project-lot particle population under ideal separation? Particle-level grade-frequency and granulo-chemical distributions of financial and technical features within sorting-relevant size classes, including the size dependence of liberation and texture in concjunction with the processes of size reduction and classification applied.
Sensor response and sorter performance are excluded. Precedes the SPT and supplies the SFH input to BST, CT and PT.
Particle-size / granulo-chemical distribution; grade-frequency distribution / SFH; size-dependent liberation and texture [19]. Representative outputs: ideal yield, recovery, product grade and waste grade at 100% TPE, with Total Measurement Uncertainty.
Sensor Amenability / CE To what extend can the detection and image-processing chain classify particles correctly under controlled conditions? DE and IPE under controlled, static conditions, which combine into CE. Material presentation and ME are excluded. The SPT is the only test that separates SFH from CE and excludes ME. DE: signal contrast, signal-to-noise ratio, dynamic range, spatial resolution, Sorting Index against an independent reference analysis, sensing error [16]. IPE: object segmentation, feature extraction, classifier performance [20]. CE over a range of cut points using confusion matrices and ROC analysis [15], with separated calibration and validation particle sets.
Sensor Sortability / TPE What POS process result is achieved under dynamic conditions? SFH combined with TPE, comprising CE, presentation and ME, within the tested project lot, machine configuration and operating window. BST and CT combine SFH with CE while ME is excluded or minimised; PT includes SFH, CE and ME under production-like conditions. CE under dynamic conditions; Presentation Effectiveness: feed rate, area occupancy, particle shape and singulation, travelling speed [21]; ME: ejection accuracy, valve availability, separation geometry [21]. Representative outputs: partition coefficients, Ecart probability and cut value [13]; mass and grade reconciliation with Total Measurement Uncertainty.
Table 2. Qualitative rating scale used in the review.
Table 2. Qualitative rating scale used in the review.
Rating Meaning Used in the Review
+ The criterion is explicitly addressed by the reported method or evaluation.
o The criterion is addressed partially, indirectly or without a complete quantitative evaluation.
– The criterion is not addressed within the reported scope.
Table 3. Coverage of the predefined Intrinsic Sortability and SFH criteria.
Table 3. Coverage of the predefined Intrinsic Sortability and SFH criteria.
Publication Particle-Size / Granulo-Chemical Distribution Grade-Frequency Distribution / SFH Role / Remark
Chieregati et al. [37] o o Heterogeneity testing for sampling and IHL; contextual to SFH
Claassen [38] o o Sampling heterogeneity in complex mining environments; contextual to SFH
Dominy and Glass [24] o – Geometallurgical sampling and testwork design; domain representativity of the sorter feed
Dominy et al. [39] – o Non-destructive reference analysis for particle-level grades in coarse-gold material
Duncan and Deglon [10] + + Intrinsic particle properties and ideal separation framework
Kern et al. [25] o + Automated mineralogy used to infer particle features and sensor selection
Kern et al. [35] o + X-ray radiography combined with automated mineralogy for particle-level reference grades
Li et al. [14] + + Fractal modelling of bulk sortability; outside primary POS scope
Reple et al. [9] o o Heterogeneity-based cut-off estimation; contextual and at bulk scale
Robben et al. [22] + + XCT-based particle heterogeneity and liberation characterisation
Robben et al. [2] + + Standardised granulo-chemical, GFD and SFH framework linked to test methods
Seiler [27] o + Surface-XRF mapping for particle reference-grade estimation
Sousa et al. [19] + o Macro-texture characterisation and liberation assessment at coarse crushing sizes
Wilkie [23] + + Texture modelling and GFD-based ideal separation simulation
Table 4. Coverage of the predefined DE and IPE criteria.
Table 4. Coverage of the predefined DE and IPE criteria.
Publication Detection Effectiveness (DE) Image Processing Effectiveness (IPE) Role / Remark
Adewuyi et al. [40] + + Multi-sensor integration concepts
Amar et al. [7] + o Bench-scale DE-XRT, near-infrared and colour sorting of phosphate waste rock
Duan et al. [34] + o Microwave imaging as an alternative detection principle
Fang et al. [33] + + X-ray absorption spectroscopy with deep-learning mineral classification
Kern et al. [25] + o Automated mineralogy used for sensor selection
Kern et al. [35] + + X-ray radiography with automated mineralogy for calibration of sorting routines
Li et al. [15] + + ROC-based evaluation of XRF sensing and cut-point selection; bulk scale
Li et al. [16] + – Error analysis of XRF sensing; sensing-error contribution to uncertainty; bulk scale
Liu et al. [31] + + Particle-swarm-optimised support vector machine for XRF sorting of porphyritic copper ore
Neubert and Wotruba [26] + – Dual-energy XRT detectability of rare-earth minerals
Robben et al. [2] + + SPT calibration and validation of DE, IPE and CE; BST/CT idealised CE
Seiler [27] + o Surface-XRF mapping and particle-grade estimation
Tong [36] + o Laboratory sensor-amenability study
Tuşa et al. [32] + + Hyperspectral SWIR sensor performance with machine-learning classification
Veras et al. [30] + – DE-XRT detectability of minerals bearing heavy rare earth elements
Xu et al. [20] + + Logistic regression and SVM classifiers for XRF particle sorting; separated calibration and validation sets
Zhang et al. [28] + o DE-XRT assessment for a sulphide ore
Zhang et al. [29] + o DE-XRT assessment of coal sortability and washability
Table 5. Coverage of the predefined CE, presentation and ME criteria.
Table 5. Coverage of the predefined CE, presentation and ME criteria.
Publication Classification Effectiveness (CE) Presentation Effectiveness Mechanical Effectiveness (ME) Role / Remark
Amar et al. [7] + o – Bench-scale multi-sensor sorting of phosphate waste rock; ME not isolated
Dance et al. [42] + o + Lab-scale pre-concentration test
Duncan [11] + o o Protocol integrating intrinsic and sensor testing
Fitzpatrick [12] + + + Methodology for automated sorting evaluation
Gülcan [13] + + + Partition coefficients, Ecart probability and cut value for an industrial NIR sorter
Küppers et al. [21] o + + Throughput, feed composition, particle shape and valve failure; transferable evidence
Modise et al. [4] o – o Review of sensor technologies
Peukert et al. [5] o – o Review of sensor fusion potential
Robben and Dumont [41] + + + Industrial sorter test methodology
Robben et al. [6] + + + Industrial XRT sorting at production scale; reconciliation over extended operation
Robben et al. [2] + + + SPT/BST/CT/PT framework; PT includes full TPE
Tong [36] o o o Laboratory-scale sensor-based sorting tests
Table 6. Qualitative distribution of the reviewed literature.
Table 6. Qualitative distribution of the reviewed literature.
Assessment Category Typical Methods Literature Coverage Principal Gap Identified
Intrinsic Sortability (SFH) Granulo-chemical analysis, GFD/SFH, mineralogical and textural modelling Low–Moderate No universally accepted cross-comparable SFH metric or size-dependent liberation function; geometallurgical data requirements for sorter-feed representativity are not defined
Sensor Amenability (CE) SPT, detectability studies, DE/IPE calibration and validation, machine-learning classification High DE, IPE and CE metrics are reported against study-specific protocols and are rarely linked to an independently measured SFH or to a stated measurement uncertainty
Sensor Sortability (TPE) BST, CT, PT and industrial dynamic testwork High PT results are project-lot and condition specific; presentation and ME contributions are seldom separated and require TOS-qualified reporting
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