Presentation is loading. Please wait.

Presentation is loading. Please wait.

Migrating to the Intelligent Mail ® Barcode Greater Birmingham PCC Lunch & Learn Professional Certificate Program April 18, 2013 Andrée D. Kater, Mgr.

Similar presentations


Presentation on theme: "Migrating to the Intelligent Mail ® Barcode Greater Birmingham PCC Lunch & Learn Professional Certificate Program April 18, 2013 Andrée D. Kater, Mgr."— Presentation transcript:

1 Migrating to the Intelligent Mail ® Barcode Greater Birmingham PCC Lunch & Learn Professional Certificate Program April 18, 2013 Andrée D. Kater, Mgr. Business Mail Entry Alabama District

2 What is our Goal? To discuss the foundation of Intelligent Mail Services To discuss what you need to know to produce the IMb for letters and flats To provide you with the knowledge and resources to assist your transition to the Intelligent Mail barcode

3 Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes How do Mailers obtain MIDS/CRIDS? Implementing Intelligent Mail Barcodes Reply Mail Resources

4 March 2, 2012 Proposal –POSTNET barcode discontinuation –Transition to the IMb will be required for automation price eligibility January 2013 Requirements –Retirement of POSTNET barcode IMb required for automation letters and flats IMb required for QBRM and PRM letters GS1-128 or IMpb required for Standard Mail parcels to avoid surcharge POSTNET or IMb allowed in address block with exception of eVS January 2014 Requirements Full Service IMb required for automation letters and flats IMb required for QBRM and PRM letters GS1-128 or IMpb required for Standard Mail parcels to avoid surcharge Important Dates

5 Agenda Important Dates What is Intelligent Mail? -Definition -Classes of Mail -Options & Requirements -Benefits Intelligent Mail Barcodes How do Mailers Obtain MIDs & CRIDs Implementing Intelligent Mail Barcodes Reply Mail Resources

6 Defined 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. What is Intelligent Mail ® ?

7 Classes of Mail IMb services apply to the following classes of 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 What is Intelligent Mail ® ?

8 IMb Service Options – Basic and Full-Service *Will not qualify for Automation Prices in Jan., 2014 **Only when containerization is required What is Intelligent Mail ® ?

9 Intelligent Mail Basic Option Requirements 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

10 Intelligent Mail barcode Intelligent Mail tray barcode Intelligent Mail container 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® What is Intelligent Mail ® ?

11 Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes –Comparison of IMb and POSTNET Barcodes –IMb Specifications –Data Fields in the IMb –Key Barcode Checklist –Barcode Placement Implementing Intelligent Mail Barcodes Reply Mail Resources

12 Comparison of IMb and POSTNET Barcodes The IM barcode is similar to earlier Postal barcodes. –Shares data fields with POSTNET (=Routing Code) and PLANET Code (=Tracking Code) barcodes –Similar footprint on the mailpiece, but with MUCH greater data capacity The IM barcode is a vehicle for enabling services (on LETTERS and FLATS). –Allows Mail Processing Equipment to automatically route mailpieces –Allows for tracking of mailpieces through the mailstream Data available through the IMb Tracing® program –Allows mailers to qualify for automation prices Intelligent Mail Barcodes (IMb)

13 IMb Tracing allows mailers to uniquely identify and receive mail processing data for outgoing mailings and incoming reply mailpieces. The IMb replaces both the POSTNET barcode and the PLANET Code. Intelligent Mail Barcodes (IMb) Benefits of Transitioning to the IMb

14 For Letters and Flats Height-modulated barcode Encodes 31 digits of data into 65 bars Uses 4-State symbology Full bar, Ascender, Tracker, and Descender Key Barcode Tolerances Overall length between and inches Overall height between and inch Vertical clear zone at least inch F A T D Intelligent Mail Barcodes (IMb) IMb Specifications

15 0.010 Maximum dot matrix spacing must not exceed inch. A minimum clear zone of inch between the left and right edges of the barcode is required. A minimum clear zone of inch above and below the barcode is required. Intelligent Mail Barcodes (IMb) IMb Specifications

16 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. Data Fields in the IMb Barcode ID (2N) Service Type ID (3N) Mailer ID (6N) Mailer ID (9N) Serial Number (9N) Routing Code (0, 5, 9 or 11N) Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs Serial Number (6N)

17 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. https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/US PSIMB_Tech_Resource_Guide.pdf Data Fields in the IMb : Select the Barcode ID

18 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, OneCode Confirm, 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 https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/US PSIMB_Tech_Resource_Guide.pdf Data Fields in the IMb - Select the STID

19 Used to identify the mail owner or mail preparer A 6-digit or 9-digit field that is assigned by the USPS Required in the Intelligent Mail Barcode https://gateway.usps.com Data Fields in the IMb - Use the MID

20 MIDs are acquired and managed through the Mailer ID service on the Business Customer Gateway. 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 Data Fields in the IMb – Use the MID Intelligent Mail Barcodes (IMb)

21 Mailers requesting a Mailer ID (MID) must go to –Select the Business Customer Gateway located on the bottom right hand corner of the web page.Business Customer Gateway –A mailer must logon as an existing user or register as a new user to gain access to the Business Customer Gateway.Business Customer Gateway –Once logged on, select the "Mailer ID" link to obtain a MID. Mailing Agents who require MIDs for their Mail Owner customers to obtain the benefits of Full Service mailing need to follow the MID/CRID process located at: https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_guides/MIDCRIDAgentExcelProcess.pdf For mailers who cannot obtain the desired number or type of Mailer ID(s) through the Business Customer Gateway-MID Tool or if the mailing agent is acting in behalf of the mail owner,Business Customer Gateway –The customer must read the Mailer ID Application Process and/or the CRID/Mailer ID Agent Application Process,Mailer ID Application ProcessCRID/Mailer ID Agent Application Process –And the customer must print and complete the Mailer Application and the Additional Accounts Information Sheet (as applicable).Mailer ApplicationAdditional Accounts Information Sheet –The forms must be submitted to the Business Mail Entry Unit (BMEU) or the Mailpiece Design Analyst for processing. Three ways to acquire a Mailer ID (MID)

22 In order to get a MIDs through the BCG, a new user must create a Business Account Once registered, a CRID for the business location New CRIDs will not be assigned to existing user Obtaining a Mailer ID (MID)

23 Identifies customer at a unique? Business Location Customer Identity across Postal Systems Controls Access to Services, Applications, and Information Used to identify mail owner or preparer in eDoc What is a Customer Registration ID (CRID)? 23

24 A 6 or 9-digit field defined by the mailer unique Mailpiece ID Can be populated with a number that uniquely identifies each mailpiece becoming a unique Mailpiece ID unique Mailing ID May be populated with a number that is unique to a mailing, becoming a unique Mailing ID Data Fields in the IMb: Select the Serial Numbers

25 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 Data Fields in the IMb: Select the Routing Code 25

26 Key IM Barcode Component Review Required for processing At a minimum provide Mail Class; do not use 000 OneCode ACS, IMb Tracing, Basic and Full-Service options (can be yours or your mail preparers) Do not populate with fictitious number or zeroes Service Type ID Mailer ID Must be 00 if an OEL is not printed on the piece. MUST be a valid ZIP code Derived from CASS- certified software that accurately matches the delivery address Must never be padded with zeroes, spaces or nulls; same as POSTNET –For the Full Service, the Serial number must be unique and can not be used at a frequency of less than forty-five (45) days. Barcode ID Serial Number Routing Code

27 Key IM Barcode Checklist Barcode ID must be 00 if an OEL is not printed on the piece. Service Type ID is required for processing. –At a minimum provide Mail Class; do not use 000! Mailer ID is required for everyone. (can be yours or your mail preparers) –OneCode ACS, IMb Tracing, and Full-Service options (Do not populate with fictitious number or zeroes. Serial Number –For the Full Service, the Serial number must be unique and can not be used at a frequency of less than forty-five (45) days. Routing Code, MUST be a valid ZIP Code. –Derived from CASS-certified software that accurately matches the delivery address –Must never be padded with zeroes, spaces or nulls; same as POSTNET Intelligent Mail Barcodes (IMb)

28 Placement and processing rules are similar to POSTNET barcode Placement on letters: –Address block or –Barcode clear zone in the lower right Placement on flats: –On address side and –At least 1/8 inch from any edge of the piece Only one IMb should be placed in the same area May have an IMb on the non-automation portion of a machinable mailing Intelligent Mail Barcodes (IMb) Placement

29 Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes Implementing Intelligent Mail Barcodes –What you need –IM Barcode Encoding Reply Mail Resources

30 What you need… A USPS or vendor-developed barcode encoder and font for the Intelligent Mail Barcode. You will also need: Implementing the IMb Presort Software 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 ® /LACS Link® software Barcode ID Service Type Mailer ID Routing Code Serial Number

31 31 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 IMb example: DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT

32 Available Encoders Yes MS Office Version for Windows Yes Programmer Version for Windows Yes Mac OS X Yes HP/UX Yes Solaris Yes Linux Yes AIX Yes OS/400 Yes VSE/ESA Yes MVS, z/OS, and OS/390 MS ExcelMS AccessPL/1COBOLJava 2COperating System Language and Applications Supported* * Support for 64-bit Windows, Linux, and Solaris as well as for Assembler on MVS/VSE Implementing the IMb

33 Generate the Barcode There are three steps required to generate the Intelligent Mail® barcode on letters & flats: 1.Form the 31-digit payload 2.Encode the 31-digits 3.Print the barcode on mailpieces Implementing the IMb

34 Important Dates What is Intelligent Mail? Intelligent Mail Barcodes Implementing Intelligent Mail Barcodes How do mailers obtain MIDs/CRIDs? Reply Mail –Reminder: IMb Required –IMb Artwork at No Charge Resources Agenda

35 Business Reply Mail Qualified Business 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 mailers distribute 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 Reply Mail IMb Requirements for Reply Mail 35

36 Online IMb Artwork Offered by USPS 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.htmhttps://www.usps.com/business/reply- mail-solutions.htm –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) Mailpiece Design Analysts may be able to assist with other artwork requests. Customers in need of Mailpiece Design assistance may contact the MDA Support Center by dialing or sending a request via to or locally by calling or by sending a request via to Envelope Manager and Dazzle software used by USPS –Available for purchase by contacting manufacturer at Endicia.com Reply Mail

37 Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes Implementing Intelligent Mail Barcodes Reply Mail Resources –Validation and Tools –Summary with Online Information

38 Resources 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 customers specifications. Validate output –Print samples from each piece of equipment that could be used in actual production. –Provide samples to USPS ® MDA / service providers. Test & Validate

39 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 Resources

40 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 Resources

41 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 Resources

42 Basic online decoder tool is available at: Resources

43 Talk to their business partners Build a team Review guides and specs Acquire a MID Place the barcode Design and Test eDocs Plan for feedback Migrate to the Production Environment In Summary…

44 In Summary, heres what you should do… Talk to your business partners – Find out from your software vendors and/or service providers what your Intelligent Mail Service plans are. Just a few of the questions you may want to ask are: What are their Mailer ID plans? Will they use their own or their clients? What additional features/services are available? Does the software support Mail.dat, Mail.XML or both? Can they create and track unique serial numbers? Can they support the Full-Service options? Talk to their business partners

45 In Summary, heres what you should do… Build a Team – Work to put together a team that will help their implement Intelligent Mail Services. Customers should include, consider and start to plan the following: Include key stakeholders: IT, Finance, Business, Business Partners Define the Value/Return on Investment (ROI) Re-engineer their mail supply chain Develop budget Develop implementation plan Review materials and seek support from resources Build a team

46 In Summary, heres what you should do… Review Guides and Specifications – Customers should access the information they need from the following resources: A Beginners Overview to Intelligent Mail Services A Guide to Intelligent Mail for Letters and Flats Postal Service Mail.dat Technical Specification Postal Service Mail.XML Technical Specification User Access to Electronic Mailing Information and Reports Guide Review guides and specs

47 In Summary, heres what you should do… Mailers requesting a Mailer ID (MID) must go to Select the Business Customer Gateway located on the bottom right hand corner of the web page.Business Customer Gateway A mailer must logon as an existing user or register as a new user to gain access to the Business Customer Gateway.Business Customer Gateway Once logged on, select the "Mailer ID" link to obtain a MID. Mailing Agents who require MIDs for their Mail Owner customers to obtain the benefits of Full Service mailing need to follow the MID/CRID process located at: https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_guides/MIDCRIDAgentExcel Process.pdf For mailers who cannot obtain the desired number or type of Mailer ID(s) through the Business Customer Gateway-MID Tool or if the mailing agent is acting in behalf of the mail owner, Business Customer Gateway The customer must read the Mailer ID Application Process and/or the CRID/Mailer ID Agent Application Process,Mailer ID Application ProcessCRID/Mailer ID Agent Application Process And the customer must print and complete the Mailer Application and the Additional Accounts Information Sheet (as applicable).Mailer ApplicationAdditional Accounts Information Sheet The forms must be submitted to the Business Mail Entry Unit (BMEU) or the Mailpiece Design Analyst for processing. Acquire a MID

48 In Summary, heres what our customers should do… Place the Barcode - To generate the IMb mailpiece barcode, tray label barcode, and container label barcode they will need to do the following: Plan for barcode data management Services (Service Type Identifiers) USPS provided Mailer ID (MID) IMb encoder/decoder USPS-developed font for the Imb Content Identification Number (CIN) List Code 128 subset C font for the IMb tray and container barcodes Endorsements for address correction Validate and test barcode Place the barcode

49 In Summary, heres what you should do… Design and Test Electronic Documentation – Electronic documentation is a crucial step in the process. There are different requirements and uses for Basic and Full-Service options. Basic: electronic documentation is optional Electronic documentation includes postage statement Aggregate mailing data such as a USPS Qualification Report Full-Service: electronic documentation is required Electronic documentation includes postage statement Aggregate mailing data and piece detail mailing data Mail owner, mail preparers Intelligent Mail barcodes on mailpieces, trays and containers Nesting relationships Options: Mail.dat Mail.XML Intelligent Mail Small Business Tool Postal Wizard (9999 pieces maximum for Full-Service and documentation is not required) Design and Test eDocs

50 In Summary, heres what our customers should do… Plan for Feedback How will you use the Start-the-Clock and address correction information? Who will receive the data? How will you receive the data? How will you update your address lists? Migrate to the Production Environment Test barcodes Test electronic submission of eDoc in the Test Environment for Mailers Receive validation for Full-Service prior to migrating to the Production Environment Plan for feedback Migrate to the Production Environment

51 – Validate Your Barcodes & Submit for Testing to MDA –Use the Online Encoder / Decoder -http://ribbs.usps.gov/onecodesolution/Default.aspxhttp://ribbs.usps.gov/onecodesolution/Default.aspx -Review the List of Resources at: -https://ribbs.usps.gov/index.cfm?page=intellmailmailpieceshttps://ribbs.usps.gov/index.cfm?page=intellmailmailpieces For Additional Assistance –Contact the National Customer Support Center at (877) –For PostalOne! ® Information: –To request assistance from a Mailpiece Design Analyst (MDA) contact the MDA Support Center at or send a request via to or locally call or via to To Review the Latest Proposal & News Go To: -Federal Register Notices -http://pe.usps.com/FederalRegisterNotices.asphttp://pe.usps.com/FederalRegisterNotices.asp Finally…

52 The RIBBS Website provides extensive resources on Intelligent Mail ® Resources

53 You can view or download the Guides and Specifications from RIBBS Resources

54 Weekly Updates New Features Release Information Tips Archive of Updates To sign up go to and in the subject line, typeSUBSCRIBE DMM Advisory is published weekly and provides current information on Intelligent Mail ® Resources

55 Questions?


Download ppt "Migrating to the Intelligent Mail ® Barcode Greater Birmingham PCC Lunch & Learn Professional Certificate Program April 18, 2013 Andrée D. Kater, Mgr."

Similar presentations


Ads by Google