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Building the Intelligent Mail® Barcode: Initial Steps for Mailers

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Presentation on theme: "Building the Intelligent Mail® Barcode: Initial Steps for Mailers"— Presentation transcript:

1 Building the Intelligent Mail® Barcode: Initial Steps for Mailers
From POSTNET™… …To IMb™ Alicia Bright Chelsea Burnett

2 To discuss the foundation of Intelligent Mail Services
What is our Goal? To discuss what you need to know to produce the Intelligent Mail barcode for letters and flats To discuss the foundation of Intelligent Mail Services To provide you with the knowledge and resources to assist your transition to the Intelligent Mail barcode Let’s begin by defining the scope of our discussion. This workshop is directly related to the Intelligent Mail barcode for letters and flats. We will show you what is needed to produce the Intelligent Mail barcode. We will discuss the foundation of the Intelligent Mail Services, and we will provide you with the knowledge and resources to assist you in the transition to the IMb.

3 Webinars The Postal Service will host a series of webinars to assist mailers in transitioning from the POSTNET barcode to the Intelligent Mail Barcode. To get the most out of using the Intelligent Mail barcode, mailers are encouraged to attend all three sessions in the series. 3

4 Webinar Schedule Webinar Dates Webinar Title Webinar Description
June 20, 2012 and September 6, 2012 Building the Intelligent Mail barcode – Initial Steps for Mailers: To help you get ready for the January 2013 retirement of the POSTNET barcode, this webinar will provide an understanding of how you can continue to take advantage of automation pricing.  The webinar will cover the steps for migration to the Intelligent Mail barcode. You will learn the building blocks for creating the Intelligent Mail barcode; This includes obtaining a Mailer ID, knowledge on the different Service Type Codes and how to use for your mailing needs. June 28, 2012 and September 13, 2012 The World of MIDs, CRIDS, and the Business Customer Gateway Focus will be on Customer Registration IDs (CRIDs), Mailer IDs (MIDs), and how you can obtain MIDs and CRIDs. You will learn about the multiple ways Mail Owners and Mailing Agents can acquire an MID. , when and how it is used in the Intelligent Mail barcode, electronic mailing information and receipt of Full-Service data. July 12, 2012 and September 20, 2012 Reaping the Benefits of Intelligent Mail Learn how to reap the benefits of Intelligent Mail and Full-Service feedback.  This webinar will cover Service Type IDs (STIDs) and how they can help you keep your address list up to date, the various Full-Service feedback reports available and where you can find them. 4

5 Agenda Important Dates What is Intelligent Mail? The Mailer ID
Intelligent Mail Barcode for Mailpieces Changes to Regulations Reply Mail Resources Implementing the Intelligent Mail Barcode Let’s take a look at today’s agenda. We will discuss important dates, including the basics of Intelligent Mail, the Mailer ID and CRIDS, and the Intelligent Mail barcode. In addition, we will talk about the changes to regulations and Reply Mail. We will provide you with a list of tools and resources that will assist you with your implementation strategy, and we will provide you with highlights of how to implement the Intelligent Mail barcode.

6 Important Dates Important Dates On May 2012, Final Rule was published to advise the industry of Jan 2013 requirement for IMb for automation price eligibility January 2013 Requirements The POSTNET barcode will be retired for automation discount qualification IMb required for automation letters and flats IMb required for QBRM and PRM letters On March 2, 2012, the POSTNET Barcode Discontinuation proposed rule was published in the Federal Register Notice. The final rule was published on May 1, 2012. This rule includes the basis for discontinuing use of POSTNET™ barcodes and allowing only Intelligent Mail® barcodes (IMb™) for automation price eligibility by January The Postal Service™ understands that many mailers currently use POSTNET barcodes and we are committed to providing information to and working with individual mailers and software providers to ensure that the use of an Intelligent Mail barcode is achievable for all mailing customers. As of January 28, 2013, the IMb will be required for all automation letters, and flats, including Business Reply Mail letters that qualify for Qualified Business Reply Mail prices and Permit Reply letters. 6

7 What is Intelligent Mail?
Agenda Important Dates What is Intelligent Mail? Definition Classes of Mail Options & Requirements Benefits The Mailer ID Intelligent Mail Barcode for Mailpieces Changes to Regulations Reply Mail Resources Implementing the Intelligent Mail Barcode Our first topic of discussion is Intelligent Mail. 7

8 Definition A technology that will support future generations of postal products, services, and associated features. A technology platform made possible by the suite of Intelligent Mail barcodes. Intelligent Mail is a technology that will support future generations of postal products, services, and associated features. Intelligent Mail is a technology platform made possible by the suite of Intelligent Mail barcodes. Intelligent Mail barcodes have been developed for mailpieces, trays, sacks and containers. These barcodes carry more information, and enable more services than barcodes used earlier. Intelligent Mail barcodes allow for identifying the mailer as well as uniquely identifying each mailpiece, tray or sack and container in a mailing. Intelligent Mail allows you to receive information about your mailings that wasn’t available with the POSTNET barcode.

9 IMb™ services apply to the following mail and processing categories:
Classes of Mail IMb™ services apply to the following mail and processing categories: First-Class Mail® letters and flats Standard Mail® letters and flats Periodicals letters and flats Bound Printed Matter flats Reply Mail QBRM PRM Currently the Intelligent Mail Barcode can be used on: First-Class letters and flats Standard Mail letters and flats Periodicals letters and flats Bound printed flats Reply Mail

10 IMb Service Options: Basic and Full-Service
Description Basic Full-Service IM TM Barcode on mailpieces Required IM tray barcode on trays & sack labels Optional IM container barcode on container placards Required* Electronic documentation (eDoc) Optional (Recommended) Start-the-Clock NA Available Automated address correction at no additional charge Let's review the differences between Basic and Full-Service: The Basic option requires an Intelligent Mail barcode on mailpieces. The barcode data does not need to be unique. The use of Intelligent Mail tray and container barcodes is optional, as is the use of electronic documentation. For the Full-Service option, the IM™ tray barcode is required on tray and sack labels, and the IM™ container barcode is required on container placards. In addition, electronic documentation is required. When transitioning from Basic to Full-Service, each of these items may be implemented as the mailer is ready. Start-the-Clock data and Full-Service ACS™, which is automated address correction at no additional charge, are available only with Full-Service. Start-the-Clock at no charge and automated address corrections at no charge are available for the Full-Service option if all electronic documentation requirements are satisfied. * Only when containerization is required

11 Intelligent Mail Basic Option Requirements
Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN Apply Intelligent Mail barcodes on letter and flat mailpieces Populate ALL fields in the barcode Barcode ID Service Type ID Mailer ID Serial Number Routing Code With the Basic option, it’s pretty simple. Mailers must use the IMb on letter-size and flat-size mailpieces in place of the POSTNET barcode. Mailers must populate all the fields in the barcode and the data must be numeric. Under the Basic option, mailers are not required to uniquely number the mailpieces. Mailers may choose to populate the Serial Number field of the IMb with the zeroes, but all fields must be populated. We will discuss the fields of the IMb in greater detail later in the presentation. The IMb contains five fields and each field performs a specific function. Those fields are the Barcode ID, Service Type ID, Mailer ID, Serial Number, and Routing Code. Shortly, we will provide you with the detailed information of the Mailer ID and remaining fields.

12 Intelligent Mail barcode Intelligent Mail tray barcode
Intelligent Mail Full-Service Option Requirements Unique Intelligent Mail® barcodes on mailpieces, trays, sacks and containers Electronic mailing Information which identifies mail owner and mail preparer must be submitted using: Mail.dat® Postal Wizard Mail.XML® Intelligent Mail barcode Intelligent Mail tray barcode Intelligent Mail container barcode Now, let’s discuss the Full-Service Option.The first requirement for the Full-Service Option is to apply a unique Intelligent Mail® barcode on your mailpieces. The Intelligent Mail® barcode must remain unique for45 days from the day the mail is inducted into the Postal Service™. Mailers are required to apply a unique Intelligent Mail® tray barcode on tray and sack labels. In addition, mailers are required to apply a unique Intelligent Mail® container barcode on placards (labels) affixed to pallets, all purpose containers (APCs), and other rolling stock. Mailers are also required to submit their mailing information electronically. This mailing information includes the details of the Intelligent Mail® barcodes applied to mailpieces, trays, sacks, and containers, and the nesting relationships between these items. This electronic documentation, or eDoc, is used for business mail verification, acceptance, and induction processes. Mailers are required to use the FAST® (Facilities Access & Shipment Tracking) system to schedule appointments for drop shipment mailings (except for mailings entered at a DDU).

13 Benefits of the Basic Option
What is Intelligent Mail®? Benefits of the Basic Option Continue to receive automation prices Sets the foundation for Full-Service Integrates value-added service in one barcode Increases available marketing space on mailpieces Offers OneCode ACS® at less cost than traditional ACS® There are many reasons to use the Basic option for the IMb Services. Mailers need to evaluate their needs and the IMb requirements to determine what is best for them. Mailers may continue using the POSTNET barcode to claim automation prices until January 28, Transitioning to the IMb now will ensure compliance with the IMb requirements and sets the foundation for Full-Service. There are benefits in the design of the mailpiece, such as more available space. If the mailer is currently using Traditional ACS, the cost of OneCode ACS is lower that Traditional ACS, and there is less information required on the mailpiece (such as the Participant Code and optional Mailer's Keyline). And, if the mailer is using the IMb Tracing program for mail processing tracking, the IMb contains the information for both the POSTNET and PLANET Code, thus allowing for only one barcode on the mailpiece. 13

14 Agenda The Mailer ID (MID) Important Dates What is Intelligent Mail?
What is a Customer Registration ID (CRID)? What is a Mailer ID (MID)? Using a MID Acquiring a MID Registering on the BCG Intelligent Mail Barcode for Mailpieces Changes to Regulations Reply Mail Resources Implementing the Intelligent Mail Barcode Let’s talk about the Mailer ID and the Customer Registration ID, also referred to as the MID and CRID. We will tell you what they are and how they are used; how to get one and how to register on the Business Customer Gateway. 14 14

15 What is a Customer Registration ID?
Unique identifier created by the USPS to identify a company at a business location address Connects a business Location’s information across all USPS applications Associates every Permit Number and Mailer ID issued (there may be multiple Permit Numbers or MIDs associated to a single CRID) Used to identify submitter of electronic documentation Assigned by USPS based on volume CRIDs are created to identify uniqueness; customers and associate customer data, similar to an account number. Identifies company location Created by USPS 15

16 What is a Mailer ID? MIDs are required in the IM barcodes and used for identification of the mailpiece, handling unit (trays and sacks) and containers. For Basic or Full-Service it can be the mail owner’s, mail preparer’s, or stakeholder in the mail supply chain. The MID is a 6- or 9-digit number assigned by the Postal Service® based primarily on documented historic mail volume. A 6-digit MID may be issued based on annual volume of 10 million pieces. A single 9-digit MID may be issued regardless of annual volume. Additional 9-digit MIDs may be issued based on annual volume in increments of one million pieces. 6-digit Mailer IDs begin with a 0 – 8 9-digit Mailer IDs begin with a 9 The MID is required in the IM barcodes and it is used for identification of the mailpiece, handling units and containers. For Basic or Full-Service it can be the mail owner’s, mail preparer’s or any stakeholder in the supply chain. The MID is issued based primarily on documented historic mail volume. A 6-digit MID is issued based on annual volume of 10 million pieces and the first 9-digit MID is issued regardless of annual volume. An additional 9-digit MID is issued based on annual volumes in increments of one million pieces. The Business Customer Gateway system currently allows a Mailer to request five (5) six-digits and ten (10) 9-digit MID. All 6-digit MID begin with digits 0 through 8. All 9-digit MIDs begin with the number 9.

17 How are MIDs used? MIDs are used in the IMb for identification purposes. The MID will identify the mailpiece, handling unit (trays and sacks) and containers. If you are doing Full-Service you can use the MID in the following ways: MIDs can be used to identify the mail preparer (By) and mail owner (For) By/For Relationship is used to determine the data recipients for Full-Service Feedback Mail owner has the option to delegate the receipt of Full-Service ACS™ data by establishing MID profiles using the Mailer ID The MIDs are acquired and managed through the MID service on the Business Customer Gateway. MIDs can be used to identify the mail preparer or mail owner. Mail Owners and Preparers may allow other parties access to their full-service feedback by setting up a MID profile. It allows a mailer to engage a third-party data recipient to manage only a portion of the data for a specific Mailer ID and service. 17 17

18 What would you like to do? Use these instructions
Acquiring a MID What would you like to do? If you are a… You will be able to… You will receive… Use these instructions Acquire a single MID/CRID Mail Owner Go to the USPS Web Portal on the Business Customer Gateway and request the MID/CRID A MID and CRID from BCG Single MID Generation via Business Customer Gateway Acquire multiple MIDs/CRIDs using a manual process Mail Owner or Mail Service Provider Download the MID/CRID Excel spreadsheet from the RIBBS(?) webpage, enter in Mail Owner information and submit. Up to 500 CRIDS and/or MIDs on behalf of others Bulk Acquisition via Manual Data Request Acquire multiple MIDs/CRIDs using Mail.XML Submit a Mail.XML request message to acquire multiple MIDs/CRIDs Multiple MIDs on behalf of others Bulk Acquisition and Verification via Mail.XML Validating CRIDs and/or Nine-Digit MIDs Mail Owners and Mail Service Providers may use these processes to validate CRIDs and/or 9-digit MIDs to ensure they are valid and confirm ownership. Mail Service Providers must have access to the Mailer ID tool in order to use this validation process. 18

19 How can I obtain a single Mailer ID (MID)?
The following steps outline how to acquire a Mailer ID: Obtain a username and password from Business Customer Gateway and login. From the Welcome Screen of the Gateway, click on the link to “Mailer ID”. Populate the requested information which will allow you to create a MID. 19

20 Business Customer Gateway
Register with BCG Click on the New User Registration link on BCG Main Page Single MID Generation Via BCG This method can only be used if you are the Mail Owner. MIDs acquired through the Business Customer Gateway are assigned one at a time. To obtain a Mailer ID, a mailer must be an existing or registered user on the Business Customer Gateway. Mailers may sign-up as a new user for a business account by navigating to https://www.usps.com/ and selecting the Business Customer Gateway link, located on the bottom right hand corner of the web page footer. Once on the Business Customer Gateway homepage, click on the New User Registration link and follow the steps on the proceeding screens to register for a usps.com business account. If you are already a registered Business Customer Gateway user, login to the Business Customer Gateway. Use the “Request Access” link to request access to the "Mailer ID" tool and press the "Request a MID" button to obtain a MID. In the Business Customer Gateway, click the “Mailer ID” link to access the “Mailer ID” tool. In the "Mailer ID" tool, press the "Request a MID" button to obtain a MID. Business Customer Gateway https://gateway.usps.com 20

21 Create a Business Account Profile
First, begin by creating a Business Account Profile. Enter the requested information, as shown above, to generate a business account username and password. 21 21

22 Create a Business Account Profile, cont.
Once all the information has been entered, click the Create Account button located on the bottom right of the screen. 22 22

23 Completed Registration
Once you are registered, the above screen will appear. Wait a few seconds and the screen will automatically update so that you can then select the Business Services you wish to be accessible to your account. 23 23

24 Adding Services to Your Account
You will see a list of the available business services. Click on “Mailer ID” to add the service to your account. This will allow you to request a MID.

25 Associate the Service with a Location
The service you selected now appears. Notice that the CRID was automatically created behind the scenes when you selected your service(s) from the previous screen. Click on the checkbox to associate this service with this location and click on “Next”.

26 Confirm Adding a Service
Review the information and confirm your selection to associate this service with this business location.

27 BSA Administrator Role
Key contact for a Business Location for the management of the selected Service Approves and deactivates all user requests for that Service at a business location Establishes the business locations (CRIDs) where permits and Mailer IDs will be linked When creating a new user account, if no one from this location has previously logged in and accepted the overall BSA role, you will be prompted to accept it. If you do not accept it, all requests for services will be pending and you will be unable to proceed until someone accepts this role.

28 BSA Access Granted After accepting the BSA role, the above screen will appear. Click “Continue” to advance to the BCG home page where you will be able to request a MID.

29 BCG Welcome Screen You may request a MID from the BCG welcome screen. Under the Design & Prepare section, select the “Mailer ID” link.

30 MID Error Message As a new user, there will be no MIDs associated with the CRID yet. The following message will appear. Click on OK and advance to the next screen.

31 Request a MID To request a new Mailer ID for the Business Location, select “Request a MID” button. When a user requests a Mailer ID (MID) through the Mailer ID system, the request is sent to the Customer Registration system for CRID and entity verification and then to the PostalOne! system for volume verification. When the account information is unverifiable, an exception process ensues and the request is routed to the Help Desk to be worked with the BMEU personnel such that a decision or exception can be made. MID requests can be completely approved, partially approved or rejected by the MID system. A MID request can be rejected because of conditions in violations of MID rules or limits. In such instances, a trigger for the Help Desk to get involved occurs. Displays the Mailer IDs that are associated with the selected business location from the Mailer ID. As a first time user, you have not associated a MID with this CRID yet but once an association with a MID and CRID had been made, this would be populated.

32 Request a MID Multiple 9-Digits MIDs can be assigned based on 1M increments. The MID system validates the annual mail volume of the Mail Owner according to PostalOne!. What happens if you select a 9-Digit and you are eligible for a 6-Digit when you are applying for a MID? Anyone can request a 9-Digit MID. What happens if you select a 6-Digit and you are eligible for a 9-Digit when you are applying for a MID? It will say at the top of screen you are only eligible for 9-Digit. Next, to apply for a MID, select the type of MID that you are eligible to receive: A 6- digit MID is issued based on annual volume of 10 million pieces A 9- digit MID is issued based on annual volume of 1 million pieces

33 Request a MID If Mail Owners/Preparers have sufficient volume they can request 5 6-Digit MIDs or 10 9-Digit MIDs with one request via the MID app. If their volume is enough to allow 15 9-Digit MIDs they would have to make two requests – one for 10 and another for 5. Next, select the quantity of MIDs you would like to request. Place that number in the rectangular box and click Request MID. Mail Owners/Preparers with sufficient volume can request five 6-Digit MIDS or ten 9-Digit MIDs

34 Select MID Service Type
Scrolling down further on the page, you must also select the MID service type. To finish, click “Request MID”. Your Mailer ID will be displayed on the next screen in blue.

35 Review Your MID Service Type
Your requested Mailer ID is displayed in blue.

36 Confirm (IMb Tracing) MID Selection
36

37 Bulk Acquisition via Manual Data Request
Mail Service Providers to acquire MIDs on behalf of others, CRIDs and/or 9- digit MIDs may be generated one at a time, or in bulk Mail Service Providers must submit applications and files to USPS in accordance with the following Excel format below. Additional details can be found on RIBBS at: https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_g uides/MIDCRIDAgentExcelProcess.pdf Each Excel spreadsheet may include requests for up to 500 CRIDs and/or nine-digit MIDs per spreadsheet. If additional CRIDs or nine-digit MIDs are needed, the customer may submit multiple spreadsheets, each with a maximum of 500 CRIDs and/or nine-digit MIDs per spreadsheet. Note: This process could also be used my Mail Owners. Create and send an to the PostalOne! Customer Care Center: The must be submitted by the Mail Service Provider’s Business Service Administrator for the Mailer ID service. The Subject line of the should read “CRID / Mailer ID Application”. The body of the must contain the following elements: Name of Requesting Company (Mail Service Provider) Mailer ID Business Service Administrator Name and Number (for questions or issues). The Postal Service will consider the Mailer ID Business Service Administrator to be duly authorized by the Mail Owner to make required certifications to the Postal Service. Indicate if request is for both nine-digit Mailer IDs and CRIDs or CRID Only. The following authorization statement: “This pertains to the Mailer ID (MID) and/or Customer Registration ID (CRID) requested on behalf of the Mail Owner's) identified in the attached file to the United States Postal Service (USPS): We, (insert name of Mail Service Provider), certify to the United States Postal Service that we are acting as a Mail Service Provider with the US Postal Service to obtain the services requested for business mailing matters on a Mail Owners behalf. Privacy Notice: For information regarding our Privacy Policy visit Mail Service Providers must submit applications and files to USPS in accordance with the following Excel Format: Request: Customer Source ID Company Name Address 1 Address 2 City State ZIP Country Delegate to MID# (Optional) Field Lengths: Name Length Comments 20 ID can contain any content that helps the Mail Service Provider link the input records to the output records 50 Please do not include DBA or C/O in the name Address Line 1 Address Line 2 Include urbanization codes for Puerto Rican addresses, as applicable State/Province For US addresses use two-character abbreviations. For non-US addresses, include entire name of state or province. ZIP / Postal Code 10 For US addresses, use ZIP with or without dash. For non-US addresses enter postal code. For US addresses, you may opt to leave blank. For non-US addresses, include entire name of country. (Reference country list in International Mailing Manual) 6 or 9 Mailer ID of Mail Service Provider Response: Pre-Exist MID CRID Request Format Customer Source ID Company Name Address 1 Address 2 City State ZIP Country Delegate to MID# (Optional) 37

38 Bulk Acquisition Manual Process
Once the Excel spreadsheet has been created and populated, the Mail Service Provider should prepare and send an to the PostalOne! Customer Care Center: The must be submitted by the Mail Service Provider’s Business Service Administrator for the Mailer ID service. The Subject line of the should read “CRID / Mailer ID Application”. The body of the must contain the following elements: Name of Requesting Company (Mail Service Provider) Mailer ID Business Service Administrator Name and Number (for questions or issues. Indicate if request is for both nine-digit Mailer IDs and CRIDs or CRID Only.

39 Bulk Acquisition Manual Process
Requests are processed on a first-come, first-serve basis Response spreadsheets will be ed back to the originator Response Format Customer Source ID Company Name Address Line 1 Line 2 City State ZIP Country Delegate to MID# (Opt) Pre-existing MID CRID MID

40 Bulk Acquisition Manual Authorizaton
The Postal Service will consider the Mailer ID Business Service Administrator to be duly authorized by the Mail Owner to make required certifications to the Postal Service. The following authorization statement: “This pertains to the Mailer ID (MID) and/or Customer Registration ID (CRID) requested on behalf of the Mail Owner(s) identified in the attached file to the United States Postal Service (USPS): We, (insert name of Mail Service Provider), certify to the United States Postal Service that we are acting as a Mail Service Provider with the US Postal Service to obtain the services requested for business mailing matters on a Mail Owners behalf. “ Privacy Notice: For information regarding our Privacy Policy visit

41 Bulk Acquisition and Verification via Mail.XML
Mail Service Providers can acquire multiple MIDs on behalf of others Mail Service Providers can generate CRIDs and nine-digit MIDs in bulk or one at a time on behalf of others CRIDs and nine-digit MIDs requests for customers is supported through the USPSMIDCreateRequest and USPSCRIDRequest Mail.xml messages  Mail Owners and Mail Service Providers must provide the company name and address information for the parties that need the CRID and/or nine-digit MID assignment If a CRID or nine-digit MID already exists, the USPSMIDQueryRequest and USPSCRIDQueryRequest Mail.xml response messages will provide the existing CRID and nine-digit MID information These messages can be used to validate mailer information prior to eDoc submission To obtain a CRID, the Mail Service Provider (User) submits customer name and address information in CRIDEntry. If successful, a CRID will be returned for that address. The User must specify the following elements in the request: The CRID attribute in the SubmittingParty element, to verify that the user is allowed to use this service SubmitterTrackingID If the CRIDEntry elements do not pass the validation rules, an Error or Fault message will be returned to the User To obtain a nine-digit MID, the Mail Service Provider (User) submits a request specifying the customer’s CRID as the CRID attribute in the SubmittingParty element. If successful, one or more MIDs will be returned for that CRID Customer CRID SubmitterTrackingID element, to verify that the user is allowed to use this service If the MIDEntry elements do not pass validation rules, an Error or Fault message will be returned to the User If a CRID or nine-digit MID already exists, the USPSMIDQueryRequest and USPSCRIDQueryRequest Mal.XML response messages will provide the existing CRID and nine-digit MID information These messages can be used to validate mailer information prior to eDoc submission

42 What would you like to do? Use these instructions
Validating a CRID What would you like to do? If you are a… You will be able to… You will receive… Use these instructions Validate MID/CRID ownership Mail Owner or Mail Service Provider Submit your request through BCG or Mail.XML message  Review of validation on screen or message from Mail.XML Validating CRIDs and/or Nine-Digit MIDs Validating CRIDs and/or Nine-Digit MIDs Mail Owners and Mail Service Providers may use these processes to validate CRIDs and/or 9-digit MIDs to ensure they are valid and confirm ownership. Mail Service Providers must have access to the Mailer ID tool in order to use this validation process. 42

43 Validating CRIDs A user can validate ownership (name and address) of a CRID by using the “Add a Service” tool. Logon to the Business Customer Gateway and select “Request Access” link. Select any existing service listed. Note: The service selected has no impact on the validation process. It is just a means to access the CRID information. Once a service has been selected, the “Select Business Locations” page is loaded. Click the “Add Location” button. 43

44 Validating CRIDs, cont. This will load the “Add a Service” page. The page should default to “Search by Existing Business CRID”. If the associated radio button is not selected, be sure to select the radio button to enable the search by CRID. Enter the CRID you wish to validate in the “CRID” text box and push the “Continue” button. The system will then display the name and address associated with that CRID. Validated the information for the CRID, click “Cancel” to end the search. Note: You do not want to add the service to your profile. Repeat this process for each CRID you want to verify. 44

45 Validating MIDs, cont. MIDs may be validated through the address book function in the “Mailer ID” tool. To access the address book, login to the Business Customer Gateway and select “Mailer ID”. At the top of the page, select the “Address Book: Add Data Recipients” link. In the “Address Book”, enter the Mailer ID you wish to verify in the “MID” field and press the “Add Entry” button. 45

46 Validating MIDs, cont. The system will return a dialog box displaying the name and address associated with that Mailer ID. Once you have validated the information for the MID, click “Cancel” to end the search. You do not want to add the entry to your Address Book. Repeat this process for each MID you want to verify. 46

47 Intelligent Mail Barcode for Mailpieces
Agenda Important Dates What is Intelligent Mail? The Mailer ID Intelligent Mail Barcode for Mailpieces Comparison of IMb and POSTNET Barcodes Data Fields in the IMb Key IMb Checklist Changes to Regulations Reply Mail Resources Implementing the Intelligent Mail Barcode Our next topic is the Intelligent Mail barcode. We will provide a comparison between the POSTNET and IMb, and the data fields in the IMb. We will also review a key checklist for the IMb. 47 47

48 Comparison of IMb and POSTNET Barcodes
The Intelligent Mail barcode The POSTNET barcode includes the Routing Code Only. The Intelligent Mail barcode also includes the Routing Code, and four additional fields Mailer ID (MID) Service Type ID (STID) Serial Number Barcode ID When we compare the IMb and the POSTNET barcode we can see some similarities. They have a similar footprint, but the IMb has a much greater data capacity.

49 Comparison of IMb and POSTNET Barcodes
The Intelligent Mail barcode Is a vehicle for enabling services (on Postcards, Letters and Flats) by use of the STID Allows for tracking of mailpieces through the mailstream Data available through the IMb Tracing® program (formerly known as Confirm Service) Allows mailers to qualify for automation prices The Intelligent Mail barcode is a vehicle for enabling services. It allows tracking of mailpieces through the IMb Tracing program, and allows mailers to qualify for automation prices.

50 Comparison of IMb and POSTNET Barcodes
Previous barcodes used by USPS: Used image-based fonts Did not require encoding algorithms POSTNET Example: = 53594 Visually determine the information….(74210) Intelligent Mail barcode requires an encoding algorithm Bar-for-bar image Cannot be determined visually, requires conversion with algorithms To complete all information relevant to the Intelligent Mail barcode for mailpieces, we would like to remind you that the POSTNET and PLANET Code required image-based fonts, and do not require encoding algorithms like the Intelligent Mail barcode. The POSTNET barcode can be visually determined by using the comparison along with simple mathematical calculations. Conversely, the Intelligent Mail barcode does require a conversion using algorithms. INTELLIGENT MAIL BARCODE EXAMPLE: DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT 50 50 50

51 Data Fields in the IMb Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Service Type ID (3N) Barcode ID (2N) Mailer ID (6N) Serial Number (9N) Routing Code (0, 5, 9 or 11N) Service Type ID (3N) Barcode ID (2N) Mailer ID (9N) Serial Number (6N) Routing Code (0, 5, 9 or 11N) The Intelligent Mail barcode for mailpieces is a height-modulated barcode that encodes up to 31 digits of mailpiece data into 65 vertical bars using 4-state symbology. The maximum 31-digit string contains a 20-digit Tracking Code representing the first 4 fields and a maximum 11-digit Routing Code. The IMb is always 65 bars, regardless of ZIP Code® length, and does not require a check-digit or frame bars. All IMb fields must have numeric values only. The IMb™ has more data capacity than the PLANET Code and the POSTNET combined. The data can be used to identify the mail owner, provide additional services, tracking, and sort the mail. The IMb™ has 5 fields with a maximum 31-digit string that converts into 65 bars of four different heights. The first 20 digits represent the first four fields and are mandatory for the IMb™. These digits are called the tracking code. The next 11 digits represent the same information as that contained in the POSTNET barcode. These digits are called routing code. One thing to remember, the IMb™ will always contain 65 bars regardless of the ZIP Code value. The IMb does not have a check digit or frame bars at the beginning and end of the barcode. In addition, we should also mention that all fields of the IMb can be encoded with numeric values only. Now, let’s discuss the individual data fields. 51

52 Data Fields in the IMb – Barcode ID
A 2-digit field reserved to encode the presort identification printed in human-readable form on the Optional Endorsement Line (OEL) Should be left as “00” if an OEL is not printed on the mailpiece For automation flat-size mail, it must be populated with OEL coding corresponding to sortation level. Use the Intelligent Mail Technical Resource Guide or the Intelligent Mail Barcode Specification to select the correct OEL code if producing auto flats. The Barcode ID field is a 2-digit field that is reserved to encode the presort identification as well as for future Postal Service use. Generally, this field should be left as “00” if an OEL is not printed on the mailpieces. The exception is for automation-price eligibility flat mail with an optional endorsement line, where the Intelligent Mail barcode must contain OEL coding corresponding to the correct sortation level of each piece. Note that the human-readable OEL is required on bundles of flat-size mailpieces unless marked with barcoded pressure-sensitive bundle labels. Currently, there are six Barcode ID codes designated for use on automation-price eligibility flats pieces with an Optional Endorsement Line. You can reference the Intelligent Mail Barcode Specification, or a Guide to Intelligent Mail for Letters and Flats available on our RIBBS website at : https://ribbs.usps.gov Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN https://ribbs.usps.gov/onecode_solution/documents/tech_guides/USPSIMB_Tech_Resource_Guide.pdf Section 3 52

53 Data Fields in the IMb – Service Type ID (STID)
A 3-digit field used to identify the class of mail and any additional or special services requested for the piece such as OneCode ACS, IMb Tracing, or no service Defines the mailpiece as Full-Service, Basic or Non-Automation Used to determine the disposition of Undeliverable-As-Addressed (UAA) mail and the form of address correction desired by the mailer The second field, the “Service Type Identifier (STID)” is a 3-digit field. Each 3-digit value corresponds to a particular mail class with a particular combination of services where mailers will indicate the class of mail and also request special services, such as IMb Tracing or OneCode ACS. In addition, the Postal Service anticipates supporting many combinations of classes and services using this field. The Service Type Identifier defines whether the Full-Service or Basic Option has been selected for a given mailpiece. Those interested in the IMb Tracing service for Full-Service or Basic mailpieces must subscribe and register with the IMb Tracing help desk, and indicate the request for the IMb Tracing service in the Service Type ID on the mailpiece. In addition, address correction information is also available for purchase for the Basic option through the OneCode ACS program. Now, let’s look at the STID chart for First-Class Mail. This chart is an illustration from the Table of Service Type Identifiers found in the Guide to Intelligent Mail for Letters and Flats. This publication is available online on our RIBBS website. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf Section 2.4 53

54 Commonly Used Service Type IDs (STIDs)
The following chart provides an overview of the most common STIDs per class: This chart provides an overview of the most commonly used Service Type IDs per mail class. 54

55 EXAMPLE ONLY Data Fields in the IMb – STID*
Intelligent Mail Barcodes (IMb™) Data Fields in the IMb – STID* *Consult Page 115 of A Guide to Intelligent Mail for Letters and Flats document as well as the STID list, both located on RIBBS EXAMPLE ONLY This is an example of the STID chart. The complete and current chart is available in "A Guide to Intelligent Mail for Letters and Flats" available at: https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf This guide is updated frequently so be sure to check on the most current STIDs. Use the Service Type ID Reference Matrix in Appendix A of the Guide To Intelligent Mail® For Letters and Flats to identify the correct Service Type ID referenced for your Full-Service and Basic mailpieces.  You can also reference the Intelligent Mail® Barcode Technical Resource Guide available at This table serves as a quick reference to help you identify the appropriate Service Type Identifier for your mailing, based on how you will present your mail, the disposition desired for any Undeliverable-As-Address mailpieces, how you wish (or wish not to) receive address correction notices, and whether you will be receiving IMb Tracing information. Basic automation, non-automation, and traditional ACS records generated under their specific STIDs are not part of the Full-Service product, and will be delivered and invoiced through the existing ACS program. Mailers selecting OneCode ACS® or IMb Tracing® must also follow the requirements for those programs as specified in Publications 8A, 8B and 197 respectively. https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/GuidetoIntelligentMailLettersandFlats.pdf 55

56 Data Fields in the IMb – Service Type ID (STID)
Intelligent Mail Barcodes (IMb™) Data Fields in the IMb – Service Type ID (STID) Basic Option Services (separate fees & STIDs) No services Manual address correction Traditional ACS® OneCode ACS® IMb Tracing® Manual address correction with IMb Tracing Traditional ACS with IMb Tracing OneCode ACS with IMb Tracing Within the Basic service there are multiple options. Mailers may choose "no services” and use the IMb for mail automation sortation discounts only. Mailers may choose one of three address correction options. None of these services are free with the Basic option. Each of these services has separate requirements and fees. Mailers may choose to participate in the IMb Tracing program, or they may choose to participate in a combination of these services. Each of these has separate STIDs. A mailing may have more than one STID. For example, if a mailer only wants address correction services on their house list, they can control this through the variability of the STID and the Ancillary Service Endorsement printed on the mailpiece. Before beginning any of the services for the first time, mailers need to educate themselves on all the requirements, options and consequences. All of this information is available on the USPS ribbs.usps.gov site. 56

57 Data Fields in the IMb – Mailer ID (MID)
Used to identify the mail owner, mail preparer, or any stakeholder in the supply chain A 6-digit or 9-digit field that is USPS assigned Required in the Intelligent Mail Barcode The Mailer ID is the 3rd field of the IM barcode. The Postal Service™ issues Mailer IDs to mail owners and mail preparers. This field could be 6 digits or 9 digits depending upon on the annual mail volume. It identifies the mailer owner, the mail preparer, or any stakeholder in the supply chain, and it is required in the the Intelligent Mail barcode. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN https://gateway.usps.com

58 Data Fields in the IMb – Serial Number
A 6 or 9-digit field defined by the mailer If Mailer is using a 9 digit MID, the Serial Number will be 6 digits. If Mailer is using a 6 digit MID, the Serial Number will be 9 digits Not required to be unique when qualifying for Basic automation prices Must be unique for the Full-Service option for 45 days from the date of induction into the Postal Service. The uniqueness method is left up to the mailer. Uniqueness can be achieved by serializing the mailpieces. Can be zeroes or static non-sequential number for Basic option Uniqueness is determined by the 6- or 9-digit MID and the 6- or 9-digit Serial Number, in conjunction with the class of mail as indicated by the STID. The Serial Number is the 4th field of the barcode and it can be 6 digits or 9 digits, depending on the number of digits in the Mailer ID. This field is not required to be unique when qualifying for Basic automation prices and it can have the same value for all mailpieces. For the Full-Service option, the Serial Number must be unique for 45 days from the date the mailing is inducted into the Postal Service. Day One starts when the mailing is accepted by the USPS; this is generally called Start-the-Clock. The uniqueness method is left up to the mailer and can be achieved by serializing the mailpieces, embedding dates or mailing events, using database or mailing record ID. On a mailpiece, the IMb uniqueness is determined by the 6- or 9-digit MID and the 6- or 9-digit Serial Number, in conjunction with the mail class as indicated by the STID. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN 58 58

59 Data Fields in the IMb – Routing Code
5-digit, 9-digit, or 11-digit field that identifies the delivery ZIP Code data in the address (same routing information currently used in the POSTNET™ barcode) Routes the mailpiece during processing When used on automation-price eligible letters and flats, the routing code must contain an 11-digit delivery point code 11-digit delivery point routing codes are not permitted on Business Reply Mail The Routing Code field is the fifth and final field of the IMb. The routing code can have 5 digits, 9 digits, or 11 digits and it identifies the delivery ZIP Code data in the address. This data is the same information currently used in the POSTNET barcode. The Routing Code portion of the IMb serves to route the mailpiece during processing. When used on letters and flats for automation-price eligibility purposes, the routing code must contain a delivery point code that accurately matches the delivery address. Only 9-digit routing codes are permitted on Business Reply Mail. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN 59 59 59

60 Key IMb Checklist Barcode ID Service Type ID Mailer ID Serial Number
Barcode ID – A 2 digit field to encode an optional endorsement line on OEL. Must use “00” if an OEL is not printed on the piece Service Type ID - Annotates class of mail & additional services that were requested. At a minimum provide Mail Class. Do not use “000”. Mailer ID – Populate with Mailer ID obtained from the USPS. For Basic or Full- Service it can be the mail owner, mail preparer, or stakeholder in the supply chain. Serial Number – A numbering sequence assigned by the Mailer. For the Basic service, the Serial Number does not need to be unique and can be the same on all the mailpieces. If using Full-Service, it must be unique. Routing code – Must be a valid ZIP+4 Code; derived from CASS-certified software that accurately matches the delivery address. Must never be padded with zeroes, spaces or nulls. Same as POSTNET. Now let’s look at some important key elements that must be considered when populating the fields and producing your Intelligent Mail barcode. The Barcode ID 00 if an OEL is not printed on the piece. The Service Type ID field must be populated with a valid number. Service Type Identifiers can be found in Guide to Intelligent Mail for Letters and Flats. Do not use zeroes in this field. A Mailer ID is required and it must not be populated with fictitious numbers or zeroes. Use the MID that was assigned to you by the USPS. The Serial number does not need to be unique for Basic Service. The Routing Code must contain a valid ZIP Code, the same as POSTNET. Must never be padded the with zeroes, spaces, or nulls. This data is the same information currently used in the POSTNET barcode. When used on letters and flats for automation-price eligibility purposes, the routing code must contain a delivery point code that accurately matches the delivery address. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN

61 Agenda Changes to Regulations Important Dates
What is Intelligent Mail? The Mailer ID Intelligent Mail Barcodes Changes to Regulations Barcode Placement Reply Mail Implementing Intelligent Mail Barcodes Resources Now let’s talk about the changes to the regulations. 61 61 61

62 Changes to Regulations - Barcode Placement
Letters and Postcards Automation Price and Enhanced Carrier Route (automation letters) Saturation or High Density Must bear IMb with correct delivery point routing code May not bear a POSTNET barcode or IMb with 5-digit or 9- digit routing code in the lower right corner (barcode clear zone) May bear a POSTNET barcode or additional IMb in the address block only if qualifying IMb with delivery point routing code appears in the lower right Non-automation letters may bear an IMb or POSTNET barcode As you know, the final rule for the POSTNET discontinuation was published on May 3, For the past several years, both USPS and the mailing industry have used the IMb to gain information about letters and flats as they move from induction to delivery. As of January 28, 2013, the use of the IMb will be required for all automation letters, including Qualified Business Reply Mail (QBRM), Permit Reply Mail (PRM), and automation flats. Each automation price letter and each letter claimed at enhanced carrier route automation saturation or high density letter prices must bear an IMb with a correct delivery point routing code. An automation letter or a letter claimed at enhanced carrier saturation or high density automation letter prices may not bear a POSTNET barcode or a 5-digit or ZIP+4 IMb in the lower right corner of the piece. The piece may bear a POSTNET barcode or an additional IMb in the address block only if a qualifying IMb with a delivery point routing code appears in the lower right corner. A non-automation letter may bear an IMb or a POSTNET barcode. 62 62

63 Changes to Regulations - Barcode Placement
Flats Automation Price Must bear IMb with a delivery point routing code Anywhere on the address side at least 1/8” away from any edge May not bear a 5-digit or 9-digit barcode May bear a POSTNET barcode or additional IMb in the address block when the qualifying IMb is not in the address block Other non-USPS barcodes may appear on the address side if the barcode format is not recognizable to automated postal flat-sorting equipment On any flat-size piece claimed at automation prices, the pieces must bear an IMb with a delivery point routing code. The barcode may be anywhere on the address side, as long as it is at least 1/8” from any edge of the piece. A POSTNET barcode or an additional IMb may also appear in the address block of an automation flat, when the qualifying IMb is not in the address block. Other non-USPS barcodes may appear on the address side of a flat if the barcode format is not discernible to automated postal flat-sorting equipment. 63 63

64 Changes to Regulations - Miscellaneous
Non-Automation First-Class Mail or Standard Mail Letters and Flats Any Intelligent Mail barcode on non-automation First-Class Mail or Standard Mail mailings must be correct for the delivery address and meet the DMM standards for barcoding Barcode Clear Zone Letters and Postcards Automation Price or Enhanced Carrier Route Must have a barcode clear zone unless the piece bears an IMb with a delivery point routing code in the address block Let’s discuss two additional regulations. Any Intelligent Mail Barcode on a mailpiece in a non-auto First-Class or Standard mailing must be correct for the delivery address and meet DMM standards for barcoding. Each letter-size piece in an auto price or enhance carrier route mailing at automation letter prices, must have a barcode clear zone unless the piece bears an IMb with a delivery point routing code in the address block. 64 64

65 Agenda Reply Mail Important Dates What is Intelligent Mail?
The Mailer ID Intelligent Mail Barcodes Changes to Regulations Reply Mail Reminder: IMb Required Key IMb Checklist for Reply Mail IMb Artwork at No Charge Resources Implementing Intelligent Mail Barcodes Let’s discuss Reply Mail and how to obtain artwork for your reply mailpieces. 65 65 65

66 Reply Mail Qualified Business Reply Mail Permit Reply Mail
QBRM is a postcard or letter (up to 2 oz.) QBRM requires payment of the annual account maintenance fee All QBRM letters and cards that are returned to permit holders are required to bear an IMb effective January 2013 Permit Reply Mail All PRM letters and flats that mailers distribute, regardless of method, are required to bear an IMb effective January 2013 Mailers are encouraged to use the IMb on Courtesy Reply Mail (CRM), Meter Reply Mail (MRM), and Business Reply Mail (BRM) but are not required to utilize it. For Qualified Business Reply Mail Any QBRM letters and cards that mailers distribute will be required to bear an IMb effective January It should be noted that QBRM is only a postcard and letter (up to 2 oz.) product For Permit Reply Mail Any PRM letters and flats that mailers distribute, regardless of method, will be required to bear an IMb by January 28, 2013. Mailers are encouraged to use the IMb on CRM, MRM and BRM, but are not required to use it. 66 66

67 Key IMb Checklist for Reply Mail
Barcode ID - Must use “00”. Service Type ID - Must use a valid STID for Reply Mail. Must not use “000”. Mailer ID – May use Mail Owner or Service Provider MID. Do not populate with fictitious number or zeroes. Not required when using Origin IMb Tracing (formerly Confirm Service). Serial Number – Does not need to be unique. Can be the same on all mailpieces or all zeroes. Can represent a mailing event or mailing frequency. https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/stid.pdf Routing code – Must be a valid ZIP+4 Code assigned by USPS (size-specific for QBRM). Only 9-digit delivery point routing codes are permitted on BRM/QBRM. Must never be padded with zeroes or spaces; same as POSTNET. Must register with IMb Tracing Help Desk when using Origin IMb Tracing. Now, let’s take a look at important elements that must be considered when populating the fields of the IMb for your Reply Mail pieces. The Barcode ID must be “00”. The Service Type ID must be populated with a valid number for the Reply Mail option you would like to distribute. Do not use zeroes in this field. A Mailer ID is required, and it can be your Mid or you mail service provider’s MID. Do fictitious numbers or zeroes in this field. Reply Mail pieces using Origin IMb Tracing do not require a Mailer ID to be encoded into the Mailer Identifier field. The Serial Number does not need to be unique and it can be the same on all pieces, or it can be zeroes. The Routing Code must be a valid ZIP Code, the same as POSTNET. It must never be padded with zeroes, nulls or spaces. This number will be assigned by the Postal Service and it is size/weight-specific for QBRM. For BRM and QBRM the Routing Code must be 9-digits. When using IMb Tracing, the Routing Code must be registered with the IMb Tracing help desk. Barcode ID Example: 50 for Mixed AADC Service Type ID Example: 300 for First-Class Mail® Mailer ID Example: USPS® assigned Serial Number Example: Mailer assigned Routing Code Example: 6449 Earl CT, Memphis, TN

68 Online IMb Artwork Offered by USPS
Reply Mail Online IMb Artwork Offered by USPS USPS offers online artwork capabilities utilizing the Automated Business Reply Mail (ABRM) tool The ABRM tool can provide artwork for letter and card-size pieces of domestic Reply Mail ABRM can be used to produce: Courtesy Reply Mail (CRM) Business Reply Mail (BRM) Qualified Business Reply Mail (QBRM) Meter Reply Mail (MRM) FIM & Barcode Only Customers must create or have an existing account in BCG to access the ABRM tool. PostalOne! users can access the ABRM Tool at: https://www.usps.com/business/reply-mail-solutions.htm Customers in need of mailpiece design assistance may contact the MDA Support Center by dialing or sending a request via to To assist mailers transition from the POSTNET barcode to the Intelligent Mail barcode, the USPS offers online artwork capabilities for PostalOne! users via the Automated Business Reply Mail (ABRM) tool at: https://www.usps.com/business/reply-mail-solutions.htm Customers must create or have an existing account in the Business Customer Gateway to access the ABRM Tool. The ABRM tool can provide artwork for letter and card-size pieces of domestic Courtesy Reply Mail (CRM), Business Reply Mail (BRM), Qualified Business Reply Mail (QBRM), Meter Reply Mail (MRM) and FIM & Barcode only option. Customers in need of Mailpiece Design assistance may contact the MDA Support Center by dialing or sending a request via to 68 68

69 Instructions to access the ABRM Tool
Navigate to the web page Click on Receive Business Mail Click on Reply Mail 1 2

70 Reply Mail Click on Create Reply Mail Online 3
https://www.usps.com/business/reply-mail-solutions.htm

71 Interim Link The interim link will take customers to the Business Customer Gateway homepage

72 Business Customer Gateway Register
New Users can click on New User Registration Existing customers can log in using their user name and password

73 Agenda Resources Important Dates What is Intelligent Mail?
The Mailer ID Intelligent Mail Barcode for Mailpieces Changes to Regulations Reply Mail Resources Personal and Online Assistance Tools & Validation RIBBS Implementing the Intelligent Mail Barcode Next, let’s talk about how to obtain personal assistance and let’s review the information we have on the RIBBS website. We will also discuss the tools we have available to you at no charge. 73

74 For Personal Assistance…
Access tools, documentation and reference materials under the Intelligent Mail menu on RIBBS https://ribbs.usps.gov/index.cfm?page=intelligentmail Talk to Suppliers and Vendors that Generate Barcodes Talk to USPS Representatives About Barcode Requirements To find your local Business Mail Entry (BME) Manager, go to: https://ribbs.usps.gov/index.cfm?page=intellmailresources For PostalOne! and Intelligent Mail support call the Help Desk at (800) To request assistance from a Mailpiece Design Analyst (MDA) contact the MDA Support Center at (855) or send a request via to Access tools, documentation and reference materials under the Intelligent Mail menu on RIBBs. Talk to suppliers and vendors who generate barcodes. For assistance, please contact the Manager of Business Mail Entry or other BMEU staff members; for Intelligent Mail support contact the PostalOne! help desk; for design assistance, contact the MDA Support Center.

75 For Online Assistance…
Review Guides and Specifications Online at the RIBBS Website: For Owners, Developers & Software Developers A Beginners Overview to Intelligent Mail Services A Guide to Intelligent Mail for Letters and Flats User Access to Electronic Mailing Information and Reports Guide https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/user_access/user_access.htm A Resource Map to Intelligent Mail https://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/ResourceMapToIntelligentMail.pdf Review the Latest Proposal & Federal Register News From the RIBBS website you can access the following documents: A Beginner’s Overview to Intelligent Mail Services will give you a overall view of Intelligent Mail Services and what it has to offer. A Guide to Intelligent Mail for letters and flats will provide a detailed explanation of Basic and Full-Service, benefits and requirements. The remaining guides depicted on the screen will provide you with the technical specifications for Mail.dat, Mail.XML, etc. A Resource Map to Intelligent Mail Documents. This guide will help you understand how to navigate IM documents. 75

76 For Online Assistance…
Review Guides and Specifications Online: For Software Developers Postal Service Mail.dat Technical Specification Postal Service Mail.XML Technical Specification We offer two documents for software developers that provide detailed explanations of the Mail.dat and Mail. XML specifications. 76

77 For Online Assistance…
To Apply for a Mailer ID using the Business Customer Gateway Go To: https://gateway.usps.com To Download Windows and Mainframe Encoder Software and Fonts Go To: https://ribbs.usps.gov/onecodesolution/download.cfm To Plan and Construct Your Barcode Review the Intelligent Mail Barcode Specification at: https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/SPUSPSG.pdf Review the Steps to Create the Intelligent Mail Barcode at: https://ribbs.usps.gov/index.cfm?page=intellmailmailpieces Review Barcoding Regulations in Domestic Mail Manual To apply for a Mailer ID go to the Business Customer Gateway. The Windows and Mainframe Encoder and Fonts list will show you all the encoders and fonts available for download free of charge. The specs are roadmaps for the development of the Intelligent Mail barcode. You can verify the print quality and barcode compliance with USPS-B-3200 specification. The Steps to Create the Intelligent Mail Barcode is a handy list that will define the steps to help generate your barcodes. The Domestic Mail Manual will provide information on barcoding and other mailing regulations in general.

78 Summary of Tools Available to You
Letter-Size Mail Dimensional Standard Template Notice 3-A Provided to Mailers at no charge Automation Template – Notice 67 Automation Barcode Gauge – Item 04A Optical Comparator – Eyepiece Reticle Mailers can purchase from Vendor Basic Online Decoder Tool We have several tool available to you at no charge. Those include templates to assist you review the location of your address and barcode, including barcode parameters. Let’s discuss each tool and what it can do for you.

79 Tools: Letter-Size Mail Dimensional Standard Template Notice 3-A
Resources Tools: Letter-Size Mail Dimensional Standard Template Notice 3-A This template is used to determine the size, shape, aspect ratio, and thickness requirements for letter processing. Provided to mailers at no charge This template is used to determine the size, shape, aspect ratio and thickness requirements for letter-size mailings. This tool is used is used by Mailpiece Design Analysts and acceptance personnel at BMEUs and DMUs, and it is provided to mailers at no charge.

80 Tools: Automation Template – Notice 67
Resources Tools: Automation Template – Notice 67 Multi-purpose template used to determine the automation compatibility of letter-size mailpieces. Will evaluate: Delivery address area Address & window clearances Address print characteristics Address block barcode clearances Lower right barcode placement Reply Mail guidelines Provided to mailers at no charge Notice 67 is a template used by mailers and USPS personnel to ascertain automation compatibility of letter-size mailpieces. It will provide guidelines for address location and readability, barcode location, and the Facing Identification Mark (or FIM) for reply mailpieces. This template is available to mailers at no charge. 80 80

81 Tools: Automation Barcode Gauge – Item 04A
Resources Tools: Automation Barcode Gauge – Item 04A Automation Barcode Gauge Template (Item #04A) Measures barcode length skew, pitch, clear zones, and bar parameters of the POSTNET™ and Intelligent Mail® barcodes Latest version produced December 2009, Revision G Provided to mailers at no charge The automation barcode gauge, Item 04A, is used by Mailpiece Design Analysts and acceptance personnel at BMEUs and DMUs. This tool provides a quick and easy way to make a visual inspection of barcodes. This template will measure barcode length, skew, pitch, clear zones and bar parameters of POSTNET™ and Intelligent Mail® barcodes. The most current version of the Item 04A was produced in December 2009 (Rev. G). This template is available to mailers at no charge. 81 81 81

82 Tools: Optical Comparator – Eyepiece Reticle
Resources Tools: Optical Comparator – Eyepiece Reticle Optical Comparator 6X (Eye Gauge) by Gage-Line Technology Complements Item 04A with ability to measure bar parameters, bar skew, bar pitch, etc. Mailers can purchase from vendor The optical comparator or eye gauge is another tool to conduct a very precise visual inspection of POSTNET, PLANET and IM barcodes. This eye gauge has the barcode specification tolerances etched on its lens, and it can measure bar parameters such as height, width, skew, pitch, etc. This tool is used by Mailpiece Design Analysts and can be purchased by mailers through Gage-Line Technology. 82 82 82

83 Tools: Basic Online Decoder Tool
Resources Tools: Basic Online Decoder Tool Basic online decoder tool is available at: https://ribbs.usps.gov/index.cfm?page=encoder Online tools include a very basic encoder and decoder. The encoder requires the user to enter the 31 digits and the encoder will create a barcode. With the decoder the user manually inputs the bar information for the 65 bars: A for the Ascender; D for the Descender; F for Full; and T for the Tracker – again the FATDs. The decoder application provides the 31 digits string of tracking and delivery point information. 83 83 83

84 Test & Validate Your Barcodes
Resources Test & Validate Your Barcodes Ensure the test plan has pre-established results Know the CORRECT results and use available tools to ensure outcomes match them Validate input Ensure all data elements for barcode content match either yours or your customer’s specifications Validate output Print samples from each piece of equipment that could be used in actual production Provide samples to your local Business Mail Entry Unit (BME), MDAs or service providers Test & Validate the data content and the printing of the barcodes. The key is to know the correct answers before you start. Prepare a test plan and determine the data in the 31 digits. Scan or decode the printed barcode. Verify that what you printed is what you intended on printing. For example, have you used the correct STID, MID, Serial Number, etc? Print the barcode and have it reviewed by the USPS Mailpiece Design Analyst. The mailpiece samples need to include the name and address so that the Routing Code portion can be verified. If doing Address Change Service (ACS®) be sure to include the Return Address on the mailpiece, and the Ancillary Service Endorsement if required. Not all printers are the same, so if you use more than one printer model, have tests done for each one. If the barcode is not readable, contact your printer manufacturer representative. 84

85 Resources RIBBS You can view or download the Guides and Specifications from RIBBS From the Intelligent Mail Services tab on the RIBBS website you will find detailed information about the Intelligent Mail barcode specifications, how to download free software and fonts, OneCode ACS, IMb Tracing information, and much more. 85

86 RIBBS Weekly Updates New Features Release Information Tips
Resources RIBBS DMM Advisory is published weekly and provides current information on Intelligent Mail® Weekly Updates New Features Release Information Tips Archive of Updates To sign up go to To obtain the latest information in a quick and convenient format, please subscribe to the DMM Advisory. The DMM Advisory is published weekly and provides current information on Intelligent Mail. 86

87 Implementing the Intelligent Mail Barcode
Agenda Important Dates What is Intelligent Mail? The Mailer ID Intelligent Mail Barcode for Mailpieces Changes to Regulations Reply Mail Resources Implementing the Intelligent Mail Barcode What you need IM Barcode Encoding How to Generate a Barcode Now that we understand how to construct the Intelligent Mail barcode, let’s focus our attention on creating the barcode. Let’s start with what you need first. 87

88 What you need… A USPS or vendor-developed barcode encoder and font for the Intelligent Mail Barcode Barcode ID Service Type Mailer ID Routing Code Serial Number Must be “00” if an OEL is not printed on the piece Class of Mail and Required Service (none, ACS, IMb Tracing) Mailer or Mail Preparer – Assigned by USPS Data Management Plan – Assigned by Mailer CASS™-MASS™ /DPV®/LACSLink® software As long as your checklist of the following items is complete, it’s easy to generate. The first item, the Intelligent Mail barcode encoder, is a piece of software that takes the string of numbers we discussed earlier and transforms them into a 65-character string that will form the Intelligent Mail barcode. It’s available at the RIBBS website at no charge! A font is also needed for the Intelligent Mail barcode to transform the output of your Intelligent Mail barcode encoder into the barcode that will be printed on your mailpieces. The fonts are also available at no charge from the Postal Service. The data elements of the barcode come from several different sources. The Barcode ID is dependent on presort software for flats as it shows the level of sortation. The Service Type ID is dependent on the class of mail and required services (none, OneCode, ACS, IMb Tracing). There are many considerations in selecting the services. There is no difference between the STIDs for the Basic portion and the non-automation portion of the mailing. The Mailer ID and Serial Number in conjunction with the STID are used to determine uniqueness. There are many configurations for this. Mailers and their Mail Preparers must have a data management plan. Some software may have functionality for maintaining uniqueness. Once again, uniqueness is not required for the Basic option. The Routing Code is the same data as the current POSTNET Delivery Point Barcode data. It must be determined through CASS/DPV/LACs software processing within the current timeframes required for discounted mailing.

89 Intelligent Mail Barcode Encoding
Created by downloading and installing the encoder and font The encoder converts the 20-digit tracking code and routing code, a maximum of 11-digit into a combined 65-character string representing the ADFT characters. A special font is required to convert 65 ADFT character string into the IMb. Height-modulated barcode and uses 4-state symbology: Full bar, Ascender, Tracker, and Descender The IMb™ generation process requires downloading operating system-specific encoder and installing printer-specific fonts. We will cover this in an example later. The encoder converts the payload (20 digits, 25 digits, 29 digits or 31 digits) to 65 characters. These digits could have one of four states: A  Ascender D  Descender F  Full Bar T  Tracker The printer-specific special Fonts converts these ADFT characters into height modulated bars. Unlike POSTNET, the IMb™ cannot be decoded without the help of a barcode decoder. IMb™ example: DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT

90 Generate the Barcode There are three steps required to generate the Intelligent Mail® barcode on letters & flats: Generate the 31-digit code Encode the 31-digits Print the barcode on mailpieces Let’s construct the Intelligent Mail barcode by going through the three required steps. Forming up to 31-digit payload is the first step, followed by encoding of these digits into 65 bars, and the printing of the 65 bars.

91 USPS Technical Resource Guide
Implementing the IMb™ Form the 31-digit Payload Gather and assemble data to form the 31-digit Payload Step 1 USPS Technical Resource Guide Mailing List DB Form 31-digit Payload Let’s determine how the data needs to be gathered and assembled for the 31-digit barcode. We already looked “inside” the barcode, so here is how the data comes together. The Optional Endorsement Line makes up the first two digits, and it is “50” in this example, which corresponds to a mixed AADC. The Service Type is next, and it is “700” in this case, which corresponds to a First-Class™ mailing with no additional services. The numbers in blue comprise the Postal Service-assigned Mailer ID, and… The numbers in light gray comprise the mailer-assigned serial number. Last, the Delivery Point in this example is made up of the 5-digit ZIP Code®, ZIP+4® Code, and final two numbers – 49 – of the street address. Please note that IM™ barcodes require neither check digits nor framing bars (or bits). These 31-digits need some cosmetic work for the barcode to take shape, so let’s go to Step Two. Barcode ID Ex. 50 for Mixed AADC Service Type Ex. 700 for First-Class Mail Mailer ID Ex USPS-assigned Routing Code Ex Delivery Point ZIP Serial Number Ex: Mailer-assigned

92 Apply Encoding Algorithm
Implementing the IMb™ Apply Encoding Algorithm Step 1 Mailing List DB USPS Technical Resource Guide Form 31-digit Payload Step 2 Encoder Library Apply Encoding Algorithm Here is where the Intelligent Mail barcode encoding software comes into play. When the encoding algorithm is applied, the 31-digits are transformed into the barcode payload. Note that the encoding algorithm encodes the payload into four state bars decides the size of the bars – Ascender, Descender, Full, and Tracker. The encoding algorithm that translates the 31 digits in the payload into 65 bars is defined in the USPS publication Specifications USPS-B-3200, which is available for download from our RIBBS website. DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT Download encoders and user guides from

93 Print Implementing the IMb™ Mailing List DB Step 1
USPS Technical Resource Guide Form 31-digit Payload Mailing List DB Step 2 Encoder Library Apply Encoding Algorithm Step 3 DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT USPS or Vendor Developed Font Package The construction is nearly complete – apply the font to the encoded string, then print. Now you have a fully functional Intelligent Mail barcode. From the RIBBS website users will be able to download the font package needed to install and use the font for the following major production printing environment: Advanced Function Printing (APF), Xerox Metacode, Hewlett-Packard PCL (Print Control Language), Adobe’s Postcript, and True Type. The USPS provides both standard-height and compact fonts – close to a minimum of 0.125” – including fonts for digital printing. Some inkjet printers may require proprietary printer-specific fonts. Print Intelligent Mail® Barcode Printer-Specific Fonts

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