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2-methylaniline  2-methylbenzoic acid

When comparing o,m,p-toluidine basicities, the ortho effect is believed to explain why o-toluidine is weaker. But when comparing o,m,p-toluic acid basicities, the ortho effect is stated as a reason why o-toluic acid is stronger acid. I was told that the ortho effect is a phenomenon in which an ortho- group causes steric hindrance, forcing the $\ce{-COOH}$, $\ce{-NH2}$ or some other bulky group to move out of the plane, inhibiting resonance. Then, if the ortho effect inhibits resonance, why is o-toluic acid the strongest and o-toluidine the weakest?

Where am I going wrong in my understanding of the ortho effect?

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    $\begingroup$ Because due to being out of plane the resonance hybrids will decrease and in case of carboxylic acid the negative will always be on the oxygen atom, so better resonance because negative charge will be more on more electronegative atom. $\endgroup$ Commented Feb 24, 2020 at 7:55
  • $\begingroup$ Your comment contradicts the quantum mechanical calculations of Martin @YashasvPrajapati (see comments on his answer) $\endgroup$
    – Brian
    Commented Jul 22, 2021 at 14:37

7 Answers 7

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I'd like to throw a tentative explanation for the ortho effect into the ring:

ortho effect

In the molecules in question, an interaction between the protons of the methyl group and the lone pair of the amine nitrogen and the negative charge on the carboxylate, respectively, can be assumed.

In the first case, the electron density on the N atom is (slightly) reduced and thus the basicity of o-toluidine.

In the latter case, a similar interaction provides additional stabilisation of the carboxylate. As a result, o-toluic acid is more acidic than the isomers.

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    $\begingroup$ You mentioned about an interaction. I would be grateful if you could what interaction it is. Is it H-bonding, or field effect? Or any other type of interaction? $\endgroup$
    – user4114
    Commented Jan 6, 2014 at 14:16
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    $\begingroup$ Yes, one might call it H-bonding. C-H...X interactions are frequently found, although mostly in crystals. Whether it's really a through-space interaction or through-bond, "mediated" by the backbone is beyond my knowledge. $\endgroup$ Commented Jan 6, 2014 at 14:28
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    $\begingroup$ But can't intramolecular H-bonding also take place in the unionised carboxylic acid? $\endgroup$
    – User
    Commented Dec 21, 2017 at 12:31
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    $\begingroup$ @InternetGuy They can and do; this probably has an opposing effect, and decreases acidity. doi: 10.1039/b601875k $\endgroup$ Commented Feb 21, 2018 at 19:17
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    $\begingroup$ @Klaus-DieterWarzecha In the end, were you able to finalize your "tentative explanation"? ;-) $\endgroup$ Commented Apr 6, 2018 at 7:51
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I would like to back up Klaus' answer with some Quantum Theory of Atoms in Molecules (QTAIM) results, based on a DF-BP86/def2-SVP calculation. Note that these are results, obtained without the consideration of solvation or condensed phases. I believe they still prove a valid point in the case of electronic structure theory.

I revisited this question in order to answer another, similar question. While putting more effort into this, I realised, that the here treated structures are actually transition states. This does not mean, that the addressed issues are invalidated. Even if the only exist for very short moments, they still exist and have to be considered.


In o-methylaniline you can clearly see the suggested intramolecular $\ce{H}$ bond. The distance $\mathbf{d}(\ce{N-H})=239.3~\mathrm{pm}$ is only little shorter than the sum of the van der Waals radii, $\mathbf{r}(\ce{N})=155~\mathrm{pm}$, $\mathbf{r}(\ce{H})=110~\mathrm{pm}$, but neglecting it is also wrong. Even if this interaction does only exist for very short periods of time, it still means, that it stabilises this state. It will however not be the dominant feature.
QTAIM for o-methylaniline
(Laplacian distribution, solid blue lines indicate charge depletion $\nabla^2\rho<0$, dashed blue lines indicate charge accumulation $\nabla^2\rho>0$, Red spheres are bond critical points, purple spheres are ring critical points, black lines are bond paths, red lines are zero flux surfaces)

Steric effects are usually electronic or dispersive effects in disguise, hence they also refer to an intramolecular hydrogen bond. The average $\ce{N-H}$ bond is only about $\mathbf{d}_\text{av.}(\ce{N-H})\approx99-105~\mathrm{pm}$.
The solvation point made by user4604 should still be considered.

This interaction has to lower proton affinity and or lewis acid affinity and therefore decreases also basicity. Not so much because its electronic effects stabilise one particular conformation, but especially, making the lone pair unavailable for short periods of time.


You can also analyse this for o-methylbenzoic acid and here the effect changes direction.
In benzoic acid there is already some intramolecular hydrogen bonding from the ortho hydrogens, one of these is still present in the substituted case. The distance $\mathbf{d}(\ce{O-H_{o'}})=226.2~\mathrm{pm}$ is only little shorter than the sum of the van der Waals radii, $\mathbf{r}(\ce{O})=151~\mathrm{pm}$, $\mathbf{r}(\ce{H})=110~\mathrm{pm}$, but neglecting it would still be wrong wrong.
The distance $\mathbf{d}(\ce{O-H_{Me}})=210.8~\mathrm{pm}$ is significantly shorter than the sum of the van der Waals radii. You can again see the interaction via a bond path, and ring critical points. In the optimised geometry, the methyl moiety is slightly rotated, giving rise to two equidistant interactions. The rotation of this group can be considered as a free rotation at room temperature.
QTAIM for o-methylbenzoic acid
It is noteworthy, that the bond critical point of the $\ce{O-H_{acid}}$ is almost at the position of the proton, which indicates also that most of the electron density already belongs to the oxygen.
It is also obvious, that the charge concentration in this bond is significantly lower than in any other $\ce{E-X}$ bond, which can indicate a weak bond.

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    $\begingroup$ Can we comment, from your calculations, that the nitrogen atom in toluidene ring is planar with the benzene ring? And hence its lone pair would still be in resonance with the ring? Also, have you done similar calculation to consider whether the $\ce{-COOH}$ is planar with the benzene ring in toluic acid? Thank you! (am sorry I am unable to interpret your calculations in any way at all; am only asking for the inference you got from it) $\endgroup$ Commented Feb 22, 2018 at 16:15
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    $\begingroup$ @GaurangTandon Yes, as shown in the graphics, the nitrogen is in the same plane as the ring, as is -COOH. The structure is, however, a transition state, there are rotations in the methyl group. The lone pairs of the nitrogen, as well as the oxygen in the other case, are part of the pi system, at least sometimes. $\endgroup$ Commented Feb 22, 2018 at 16:21
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It can be explained another way: o-toluidene is less basic than aniline cause of a different reason. See, what happens is: when aniline acting as a base becomes $\ce{NH3+}$ (on top of a benzene ring), it is usually stabilised by solvation. But if there is a substituent on the ortho-position, it inhibits solvation. Thus the tendency to act like a base is reduced.

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    $\begingroup$ Yours is actually the more correct explanation.Due to steric hindrance a bulky NH3+ group is unstable, hence the acid base reaction between ortho substituted anniline and a proton has a backward tendency. $\endgroup$ Commented Mar 24, 2014 at 11:30
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    $\begingroup$ But, can you explain ortho effect in benzoic acid through solvation effect? $\endgroup$ Commented Feb 24, 2018 at 14:34
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    $\begingroup$ @user4604 this is not entirely true I believe. For example, if the Ortho substituent was -OH or -OCH3 instead of -CH3 then the basicity would actually I due to Ortho effect $\endgroup$
    – user600016
    Commented Mar 3, 2019 at 15:25
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In the presence of bulky group that is methyl in this case causes steric hinderence making the plane the $\ce{NH3}$ out the plane thus preventing resonance which could have helps it in delocalising the + charge thus making the conjugate base very stable but because of hindernce the + charge gets localized and makes the conjugate base unstable and so the acid weaker.

But in case of o-toluic acid if one draws the resonating structures of the conjugate base we see that benzene ring exerts +m (mesomeric) effect, which is not so in case of o-toluidine, which indeed is inversly proportional to acidic strength and so the non planarity caused due SIR now benefits the substituent by making it free from the +M effect of the ring and so increasing its acidity. Now the substituent can freely make equivalent resonance which can will support the acidity and will not be harmed by the rings +M.

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    $\begingroup$ Conjugate base can't be stabilised by resonance. You'd need two o-methyl groups to force losing of planarity with steric effects. $\endgroup$
    – Mithoron
    Commented Jan 10, 2017 at 15:58
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User4604 is correct with the solvation argument.

Put another way, the acidities and basicities of these complexes are usually measured in water, where the free energy of hydrating a charged species can be very high (i.e. it is favorable to dissolve charged molecules). If nonpolar substituents are placed near the charged moiety, it will prevent that charged group from being effectively interacting with and becoming solvated by water. In doing so, the nonpolar substituent will influence the pKa (basicity and acidity) of the charged group. Whether the nonpolar group makes the moiety more basic or acidic depends on specific case (2-methyl benzoic acid will be more basic/less acidic than 4-methyl benzoic acid; however 2-methyl aniline will be less basic/more acidic than 4-methyl aniline).

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I analysed the problem in different manner . Basicity implies tendency of protonation. In the first case methyl group exert steric hindrance and avoid protonation which in turn makes it less basic as compared on aniline. On the other hand in second case let us consider the acidic strength of ortho substituted and non substituted nearly equal but due to steric hindrance again tdency to loose electrons is more in unsubstituted making it less acidic as compared to substituted.Thus overall it is supporting acidic nature.

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To compare, we have to use something called the second ortho effect. From wiki:

The protonation of Substituted aniline is inhibited due to steric clashes. Upon protonation the hybridization of Nitrogen in amino group changes from sp2 to sp3 making the group non planar. This causes the steric hindrance between the ortho substituted group and H atom of amino group which makes the conjugate acid less stable, hence decreases the basicity of substituted aniline (see the figure on right).

enter image description here

Source

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    $\begingroup$ Hindrance (note the spelling; not "hinderance") is about blocking something from approaching, e.g. the nucleophile in an SN2 reaction. Here, nothing is approaching anything, the problem is better described as "steric clashes" or "steric repulsions". $\endgroup$ Commented Jul 22, 2021 at 15:15

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