Implementing the Intelligent Mail
Barcode
A Caution
•
The contents of this presentation contain information
provided by the United States Postal Service. Our source is
www.ribbs.gov
.
•
The USPS remains the authoritative source for this
information. We caution everyone to check with their local
Mailpiece Design Analyst (MDA) when seeking any
interpretation of mailpiece changes. The MDA’s assessment is
final.
http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp
•
Avoid the penalties by checking first.
A Review of
Automation Compatibility Characteristics
Once a mailpeice has been determined to be a letter, flat, or parcel it must also be categorized as machinable, nonmachinable, or automation compatible.
A mailpiece is machinable if it can be sorted on Postal Service processing equipment and meet specific standards, including size, shape, and weight.
A mailpiece is nonmachinable if it cannot be sorted by Postal Service equipment. Higher postage prices may apply to mailpieces that do not meet machinable standards.
Your customer’s mailpiece meets automation standards and qualifies for automation prices if it meets the specific addressing, barcoding, and design standards established for your mailing service type and your level of sortation.
Machinable ‐ Nonmachinable ‐ Automation
Envelope Shapes Matter
Envelopes for automation must be rectangular, with four square corners and parallel opposite sides
ONLY Exception:
Letter-size pieces made of card stock may have “Finished Corners” that do not exceed a maximum radius of .125 inch (1/8” inch)
Aspect Ratio
The result of the length of a design being divided by it’s height must fall between 1.3 to 2.5 (inclusive).
Automation Compatibility Characteristics
ABC Company 1 Main St LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304
Envelopes for discount must be more rectangle and not square
Thickness
Maximum = .25”
Minimum = .007” *If the design exceeds
either 4-1/4” Height or 6” Length or both, must be minimum .009”
Dimensional Standards
Maximum Weight for Automation Letters Maximum Weight for Machinable Letters*Heavy letter mail
weighing more than 3 ounces must have a barcode in the address block and be prepared in a sealed envelope 3.3 oz. *3.5 oz. 5” 11-1/2” Maximum 3-1/2” 6-1/8” Minimum
Avoid Plastic LAMINATION & OVERWRAP
•
Poly‐bagged, poly‐wrapped or enclosed in any
plastic material
AMY JONES 4532 WEST DRIVE SAN ANTONIO TX 78284-9623*Some translucent envelopes (made of paper material) can be automation compatible.
•
Avoid These Types of Stock
–
Glossy
–
Porous – Barcodes will “Bleed”
•
Newsprint, Textured Stock,
•
Uncoated Corrugated Mailers
–
Thin paper stocks
•
Image bleed thru from inserts or other pages
•
Background Concerns
•
Recycled Paper with Specks
•
“Security Paper”
•
Patterns
Paper Stock & Background Considerations
ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304 ABC Company 1 Main St LOS ANGELES CA 90214-1304 BOB SMITH XYZ COMPANY 9876 ELM ST STE 110 LOS ANGELES CA 90214-1304
“White” or light pastel colors work best for the background and “Black” ink works best for print color
*While other background and print color combinations are possible, consult with your local MDA for specific guidance
• Barcode Clear Zone – 5/8” from bottom – 4‐¾ from right • Address Block – Barcode above or below address – Within 4” from bottom – ½” clearance right and left – 5/8” from bottom – Separation between the barcode and top line or bottom line of the address block must < 5/8” – Leftmost bar < 10‐1/2” from right edge of piece
[
[
[
[
Conventional Lower Right Barcode Clear Zone
4”
Address Block Barcode Read Area
Leftmost edge of address block at 10 ½” (10.500”) max. from right edge of envelope
4 ¾ (4.750”)
5/8” (0.625”) 1/2” (0.500”)
1/2” (0.500”)
What is the IMb
•
The Intelligent Mail Barcode (formerly the 4‐State Customer
Barcode) is a new Postal Service barcode used to sort and
track letters and flats.
•
This barcode is now being deployed and will be required by the
USPS because it extends the capability of the USPS to trace and
track mailpieces and provides customers with greater visibility
into the mailstream.
November 2010 Release
•
Full‐Service eDoc Verification Process
•
Microstrategy Reports Improvements
•
New Business Service: Verification Assessment
Evaluator
•
Business Service Agreement Re‐acceptance
•
Full‐Service ACS Billing
•
Account Management
–
Low Balance Alert
–
Fee Renewal Notice
Release Update
When will the discount removal
process begin?
•
January 2011
–
eDoc verification errors will result in loss of the
Full‐Service discount
–
PostalOne! Full‐Service Error Report will provide
the eDoc submitter with the functionality to make
payment for the assessment / request
reconciliation
–
Process enabled to test out since Nov 7
November 29, 2009
– USPS offers Full-Service option prices
May 2011
– Retirement of POSTNET
™and PLANET
®barcodes
• Outgoing and Reply mailpieces
• IMb required on all BRM, QBRM and PRM letters
• Proposed rule to require IMb on all BRM flats and barcoded CRM
– Transition to IMb™ complete
– Transition to the IMb™ will be required to continue receiving
automation discounts.
•
Optional for the non-automation portion of a mailing
Important Dates
Intelligent Mail® Implementation
•
Requirements for Basic‐Service Option
–
Intelligent Mail® barcodes on letter and flat mailpieces
•
Requirements for Full‐Service Option
–
Unique Intelligent Mail® barcodes on letter and flat mailpieces.
IMb™ – Data
9
The Intelligent Mail barcode for mailpieces is a 5 field, maximum 31-digit string that converts into 65 bars of 4 different heights.
The maximum 31-digit string contains a 20-digit Tracking Code representing the first 4 fields and a maximum 11-digit Routing Code.
Unlike the POSTNET™ barcode the IMb™ is always 65 bars, regardless of ZIP Code® length, and does not require a check-digit or frame bars.
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 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 Routing Code ( 0, 5, 9, or 11N ) Routing Code ( 0, 5, 9, or 11N ) Barcode ID (2N) Service Type ID (3N)
Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs Serial Number (9N) Mailer ID (6N) Serial Number (6N) Mailer ID (9N) Service Type ID (3N) Barcode ID (2N)
Data Fields in the IMb – Select the 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.
Mailer ID Ex: 123456 USPS assigned Routing Code Ex: 6449 Amberview Ct., Memphis, TN 38141834649 Serial Number Ex: 200800001 Mailer assigned Service Type ID Ex: 300 for First-Class Mail®
Barcode ID
Ex: 50for Mixed AADC
Intelligent Mail Barcodes (IMb™)
https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_guides/US PSIMB_Tech_Resource_Guide.pdf
Data Fields in the IMb – Select the 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, 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
Must use STID Chart for Correct Codes
Barcode ID
Ex: 50 for Mixed AADC
Service Type
Identifier (STID)
Ex: 300
for First-Class Mail®
Mailer ID Ex: 123456 USPS assigned Routing Code Ex: 6449 Amberview Ct., Memphis, TN 38141834649 Serial Number Ex: 200800001 Mailer assigned
Data Fields in the IMb – Use the MID
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
Routing Code Ex: 6449 Amberview Ct., Memphis, TN 38141834649 Serial Number Ex: 200800001 Mailer assigned Service Type ID Ex: 300 for First-Class Mail®Mailer ID (MID)
Ex: 123456
USPS assigned
Barcode ID Ex: 50for Mixed AADC
Intelligent Mail Barcodes (IMb™)
Data Fields in the IMb – Request a Mailer ID
All postal business customers log on to the new Business
Customer Gateway through a single sign on using
Gateway usernames and
passwords to access all online services.
https://gateway.usps.com
Data Fields in the IMb – Select the Serial Numbers
A 6 or 9-digit field defined by the mailer
Can be populated with a number that
uniquely identifies each mailpiece
becoming a
unique Mailpiece ID
unique Mailpiece ID
May be populated with a number that is
unique to a mailing, becoming a
unique
unique
Mailing ID
Mailing ID
Not required to be unique when qualifying
for Basic automation prices
Serial
Number
Ex: 200800001
Mailer assigned
Mailer ID Ex: 123456 USPS assigned Routing Code Ex: 6449 Amberview Ct., Memphis, TN 38141834649 Service Type ID Ex: 260 for First-Class Mail® Barcode ID Ex: 50for Mixed AADC
Data Fields in the IMb – Select the 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
Mailer ID Ex: 123456 USPS assigned Serial Number Ex: 200800001 Mailer assigned Service Type ID Ex: 300 for First-Class Mail® Barcode ID Ex: 50
for Mixed AADC
Routing Code
Ex: 6449 Amberview Ct., Memphis, TN
38141834649
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.
– OneCode ACS, OneCode Confirm, Basic and Full-Service
options (can be yours or your mail preparer’s)
– Do not populate with fictitious number or zeroes.
Serial Number
– For the Basic service, the Serial number does not need to be
unique and can be the same on all mailpieces.
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
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: 0070012345620080000198765432101
DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAAFTFTADTTT
Implementing the IMb™
How it works
•
The Intelligent Mail barcode combines the data of the existing POSTNET™ and the
Planet Code® barcodes as well as other data into a single barcode.
•
The Intelligent Mail Barcode a type of height modulated barcode that uses four
distinct vertical bar types (Full, Tracker, Ascender and Descender.)
Payload Mailing List DB
USPS Technical Resource Guide Step 1 00700123456200800001987654321 01 DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAAFFDAFDDFFTADFTFTTFDAA FTFTADTTT Print Intelligent Mail® Barcode Printer-Specific Fonts USPS or Vendor Developed Font Package Step 3
USE THE ENCODING TOOL AT
https://ribbs.usps.gov/onecodesolution/Barcode_Encoder.Asp
• You have reached the Intelligent Mail® barcode encoder page. Using this tool you generate Intelligent Mail® barcode based on tracking and delivery point ZIP information. Please enter numeric data in the fields below and then press the Encode button to generate Intelligent Mail® barcode. The Mailer ID is a 6‐digit or 9‐digit number that uniquely identifies the mail owner or mailing agent. Click on the following links to choose the length of your mailer ID:6‐digitor 9‐digitBarcode ID:1st digit: 0‐9; 2nd digit: 0‐4. All Fields Are Required ***
Type in Barcode ID, Special Services, Mailer ID, Serial Number, and Delivery Point ZIP Code (Routing Info) and press the Encode button to generate Intelligent Mail® barcode.
The resulting barcode will consist of [T]racker, [F]ull, [A]scender, and [D]escender bars.
Special Services:Range: 000‐999. Mailer ID:Range: 000000‐999999. Serial Number:Range:
Basic online decoder tool is available at:
http://ribbs.usps.com/OneCodeSolution
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 customer’s specifications.
Validate output
– Print samples from each piece of equipment that could
be used in actual production.
– Provide samples to USPS
®MDA / service providers.
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
barcodes
Latest version produced June
2008, Revision E
Provided to mailers at no
charge
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
0.010
•Maximum dot matrix spacing must not exceed 0.010 inch. •A minimum clear zone of 0.125 inch between the left and right edges of the barcode is required. •A minimum clear zone of 0.028 inch above and below the barcode is required.Intelligent Mail® Barcode Specification: Clearance/Voids
May 2011 - IMb Requirements for Reply Mail
Business Reply Mail
– All BRM letters and cards that mailers distribute, regardless of method, must bear an IMb.
Qualified Business Reply Mail
– Any new QBRM letters and cards that mailers distribute must include an IMb.
• QBRM is only a postcard and letter product.
Courtesy Reply Mail
– All CRM letters and cards included in any automation mailings will be required to have an IMb.
• This is not a requirement for CRM flats.
Permit Reply Mail
– Any PRM letters and flats that mailers distribute, regardless of method, must bear an IMb.
BRM’s and CRM’s
•
BRM/QBRM letters and cards distributed in/after May 2011 must bear an
IMb
•
PRM letters and flats distributed in/after May (2011) must bear an IMb
•
CRM letters and cards enclosed in an automation mailing in/after May
must bear an IMb
•
IMb uniqueness is not required. You can use basic IMb
•
Mailers may use existing 6 or 9 digit MID
•
Reply pieces with Origin Confirm Service do not require a MID
What is Origin Confirm?
Origin Confirm is for incoming mail. This
service notifies the subscribing mailer of
various movements of individual reply
pieces, such as business reply mail being
returned by customers, before delivery to
the Confirm subscriber.
40
With Origin Confirm
Barcode ID Service Type Identifier Mailer ID NumberSerial Routing Code BRM 00 052 9-Digit ZIP + 4 Code Assigned to BRM CRM PRM 050 9 or 11-Digit Delivery Point Code
Open digits to
uniquely ID each
mailpiece
Mailer ID is not
required with
Origin CONFIRM*
41
Without Origin Confirm
Barcode ID Service Type Identifier Mailer ID NumberSerial Routing Code BRM 00 708 6 or 9 Unique # Optional 6 or 9 9-Digit ZIP + 4 Code Assigned to BRM CRM PRM 700 Digit Zeros Default 11-Digit Delivery Point Code* *9 or 5‐Digit may be used if unique
42
•
All BRM, PRM and CRM pieces will continue to be
delivered after May 2011
•
QBRM
mailers must re‐submit envelopes & cards w/IMb
for approval to obtain QBRM prices
•
Once the mailpieces w/IMb are approved, old mailpieces
returned by the permit holder’s customers without IMb
will still be eligible for QBRM prices
Implementation
Qualified Business Reply Mail (QBRM)
For Qualified Business Reply Mail (QBRM), the mailer must use the unique ZIP+4 Code assigned to them by the Postal Service for use with BRM. The mailer must print the ZIP+4 Code in the address, and place the corresponding ZIP+4 barcode on the mailpiece.
The ZIP+4 Code assigned by the Postal Service is unique for that category of letter-size BRM. The ZIP+4 barcode provides for sortation on postal automated equipment by specific size and rate categories (i.e., cards, 1 oz. letters, 2 oz. letters, etc.).
In return for following the relevant standards, the mailer receives a discount not only on their per-piece handling fees, but also in actual First-Class Mail postage rates. This is possible
because of the efficiency of the Postal Service's high-speed barcode sorters. For postage rates and fees for regular BRM and QBRM rates, see the Quick Service Guide 507a - Business Reply Mail PDF or HTML .
BUSINESS REPLY MAIL (BRM) VS. QUALIFIED BUSINESS REPLY MAIL (QBRM)
Business Reply Mail High Volume Basic
Annual permit fee $185.00 $185.00
Annual account maintenance fee $585.00 None
1-ounce letter price + per piece1 0.44 + 0.083 0.44 + 0.74
1-ounce flat price + per piece1 0.88 + 0.083 0.88 + 0.74
1-ounce parcel price + per piece1 1.22 + 0.083 1.22 + 0.74
Card price + per piece 0.28 + 0.083 0.28 + 0.74
Qualified Business Reply Mail High Volume Basic
Annual permit fee $185.00 $185.00
Annual account maintenance fee $585.00 $585.00
Quarterly fee $1,925.00 None
1-ounce letter price + per piece2 0.417 + 0.007 0.417 + 0.052
IMb Artwork Offered by USPS
Available for:
– Courtesy Reply Mail (CRM)
– Business Reply Mail (BRM)
– Qualified Business Reply Mail (QBRM)
Artwork offered at no charge.
Requested through the Mailpiece Design Analyst (MDA)
Software used by USPS
– Envelope Manager and Dazzle
• Available for purchase by contacting manufacturer at Endicia.com
USPS will supply online artwork capabilities in December 2010.
Step 1 – Talk to Suppliers and Vendors that Generate Barcodes
Step 2 – Talk to USPS Representatives About Barcode Requirements
– To find your local Business Mail Entry (BME) Manager, go to:
http://www.usps.com/ncsc/locators/find-bme.html
– To find your local Mailpiece Design Analyst (MDA), go to:
http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp
– For PostalOne! and Intelligent Mail support call the Help Desk at:
1-800-522-9085
Step 3 – Review Guides and Specifications Online at: http://ribbs.usps.gov
- A Resource Map to Intelligent Mail® Documents
http://ribbs.usps.gov/index.cfm?page=intellmailguides
- A Beginner’s Overview to Intelligent Mail Services
http://ribbs.usps.gov/index.cfm?page=intellmailguides
Step 4 – To Apply for a Mailer ID using the Business Customer Gateway Go To:
– https://gateway.usps.com
Step 5 – To Download Windows and Mainframe Encoder Software and Fonts Go To:
- https://ribbs.usps.gov/onecodesolution/download.cfm
Step 6 – Create a Migration Plan to Your Production Environment
Step 7 – To Plan and Construct Your Barcode
- Review the Intelligent Mail Barcode Specification at:
- https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tec
h_guides/SPUSPS-B-3200E001.pdf
- Review the Steps to Create the Intelligent Mail Barcode at:
- https://ribbs.usps.gov/index.cfm?page=intellmailmailpieces
- Review Barcoding Regulations in the Domestic Mail Manual
- http://pe.usps.com/
Step 8 – Populate the Barcode Fields
– To Select the Barcode ID Field Go To: The Intelligent Mail Technical Resource Guide, Table B1, Page 16
- https://ribbs.usps.gov/intelligentmail_mailpieces/documents/tech_g
uides/USPSIMB_Tech_Resource_Guide.pdf
– To Select the Service Type ID Go To: A Guide to Intelligent Mail for Letters and Flats, Appendix A, Page 105
- http://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides
/GuidetoIntelligentMailLettersandFlats.pdf
– Use Your Mailer ID or Your Mail Preparer’s Mailer ID – Select the Serial Numbers
• Create a Data Management Plan for Full-Service Uniqueness, or Use the Same Number for all the Pieces in the Mailing for Basic Service
– Select the Routing Code (same as the POSTNET)
• Use CASS-Certified Software
Step 9 – Validate Your Barcodes & Submit for Testing to Local MDA – Use the Online Encoder / Decoder
- http://ribbs.usps.gov/onecodesolution/Default.aspx
- Review the List of Resources at:
- https://ribbs.usps.gov/index.cfm?page=intellmailmailpieces
• To find your local Mailpiece Design Analyst (MDA), go to:
- http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp
For Additional Assistance
– Contact the National Customer Support Center at (877) 640-0724
– For PostalOne!® Information: http://usps.com/postalone/
To Review the Latest Proposal & News Go To: - Federal Register Notices
- http://pe.usps.com/FederalRegisterNotices.asp
The RIBBS Website provides extensive resources on Intelligent Mail®