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
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
Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes How do Mailers obtain MIDS/CRIDS? Implementing Intelligent Mail Barcodes Reply Mail Resources
Important Dates 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 • GS 1 -128 or IMpb required for Standard Mail parcels to avoid surcharge ⁻ POSTNET or IMb allowed in address block with exception of e. VS January 2014 Requirements • Full Service IMb required for automation letters and flats • IMb required for QBRM and PRM letters • GS 1 -128 or IMpb required for Standard Mail parcels to avoid surcharge
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
What is Intelligent Mail®? 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®? 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®? IMb Service Options – Basic and Full-Service *Will not qualify for Automation Prices in Jan. , 2014 **Only when containerization is required
Intelligent Mail Basic Option Requirements BARCODE ID EXAMPLE: 50 FOR MIXED AADC q q SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED SERIAL NUMBER ROUTING CODE EXAMPLE: 200800001 MAILER ASSIGNED EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649 Apply Intelligent Mail barcodes on letter and flat mailpieces Populate ALL fields in the barcode n Barcode ID n Service Type ID n Mailer ID n Serial Number n Routing Code
What is Intelligent Mail®? 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
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
Intelligent Mail Barcodes (IMb™) 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™) Benefits of Transitioning to the 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™) IMb Specifications F A T D 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 2. 667 and 3. 225 inches Overall height between 0. 125 and 0. 165 inch Vertical clear zone at least 0. 028 inch
Intelligent Mail Barcodes (IMb™) IMb Specifications • 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. • Maximum dot matrix spacing must not exceed 0. 010 inch. 0. 010
Data Fields in the IMb Intelligent Mail Barcode for Letters and Flats: 1 2 3 4 5 6 Barcode Service ID (2 N) Type ID (3 N) 1 2 3 4 5 Barcode Service ID (2 N) Type ID (3 N) 7 8 9 10 11 12 13 7 8 9 10 15 16 17 18 19 20 21 22 Serial Number (9 N) Mailer ID (6 N) 6 14 6 -Digit and 9 -Digit Mailer IDs 11 Mailer ID (9 N) 12 13 14 15 16 17 18 19 23 24 25 26 27 28 29 30 31 Routing Code (0, 5, 9 or 11 N) 20 Serial Number (6 N) 21 22 23 24 25 26 27 28 29 Routing Code (0, 5, 9 or 11 N) q 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. q The maximum 31 -digit string contains a 20 -digit Tracking Code representing the first 4 fields and a maximum 11 -digit Routing Code. q The IMb is always 65 bars, regardless of ZIP Code® length, and does not require a check-digit or frame bars. q All IMb fields must have numeric values only.
Data Fields in the IMb : Select the Barcode ID q A 2 -digit field reserved to encode the presort identification printed in human-readable form on the Optional Endorsement Line (OEL) q Should be left as “ 00” if an OEL is not printed on the mailpiece q For automation flat-size mail, it must be populated with OEL coding corresponding to sortation level. q Use the Intelligent Mail Technical Resource Guide or the Intelligent Mail Barcode Specification to select the correct OEL code if producing auto flats. BARCODE ID EXAMPLE: 50 FOR MIXED AADC SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED SERIAL NUMBER ROUTING CODE EXAMPLE: 200800001 MAILER ASSIGNED EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649 https: //ribbs. usps. gov/intelligentmail_mailpieces/documents/tech_guides/US PSIMB_Tech_Resource_Guide. pdf
Data Fields in the IMb - Select the STID q A 3 -digit field used to identify the class of mail and any additional or special services requested for the piece such as One. Code ACS, One. Code Confirm, or no service q Defines the mailpiece as Full-Service, Basic or Non-Automation q Used to determine the disposition of Undeliverable-As-Addressed (UAA) mail and the form of address correction desired by the mailer BARCODE ID EXAMPLE: 50 FOR MIXED AADC SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED SERIAL NUMBER ROUTING CODE EXAMPLE: 200800001 MAILER ASSIGNED EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649 https: //ribbs. usps. gov/intelligentmail_mailpieces/documents/tech_guides/US PSIMB_Tech_Resource_Guide. pdf
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 BARCODE ID EXAMPLE: 50 FOR MIXED AADC SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED https: //gateway. usps. com SERIAL NUMBER ROUTING CODE EXAMPLE: 200800001 MAILER ASSIGNED EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649
Intelligent Mail Barcodes (IMb™) Data Fields in the IMb – Use the 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
Three ways to acquire a Mailer ID (MID) Mailers requesting a Mailer ID (MID) must go to http: //www. usps. com/ – Select the Business Customer Gateway located on the bottom right hand corner of the web page. – A mailer must logon as an existing user or register as a new user to gain access to the 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_id_app/documents/tech_guides/MIDCRIDAgent. Excel. 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, – The customer must read the Mailer ID Application Process and/or the CRID/Mailer ID Agent Application – – Process, And the customer must print and complete the Mailer Application and the Additional Accounts Information Sheet (as applicable). The forms must be submitted to the Business Mail Entry Unit (BMEU) or the Mailpiece Design Analyst for processing.
Obtaining a Mailer ID (MID) 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
What is a Customer Registration ID (CRID)? 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 e. Doc 23
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 May be populated with a number that is unique to a mailing, becoming a unique Mailing ID BARCODE ID EXAMPLE: 50 FOR MIXED AADC SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED SERIAL NUMBER ROUTING CODE EXAMPLE: 200800001 MAILER ASSIGNED EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649
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 BARCODE ID EXAMPLE: 50 FOR MIXED AADC SERVICE TYPE ID EXAMPLE: 300 FOR FIRST-CLASS MAIL® MAILER ID EXAMPLE: 123456 USPS® ASSIGNED SERIAL NUMBER EXAMPLE: 200800001 MAILER 25 ASSIGNED ROUTING CODE EXAMPLE: 6449 EARL CT, MEMPHIS, TN 38141834649
Key IM™ Barcode Component Review Barcode ID • Service Type ID • Must be “ 00” if an OEL is not printed on the piece • . Barcode ID Routing Code • • • MUST be a valid ZIP code Derived from CASScertified software that accurately matches the delivery address Must never be padded with zeroes, spaces or nulls; same as POSTNET Required for processing At a minimum provide Mail Class; do not use “ 000” Routing Code 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. Service Type ID IM Barcode Component Review Serial Number Mailer ID • Mailer ID • One. Code ACS, IMb Tracing, Basic and Full-Service options (can be yours or your mail preparer’s) Do not populate with fictitious number or zeroes
Intelligent Mail Barcodes (IMb™) 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 preparer’s) – One. Code 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™) 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
Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes Implementing Intelligent Mail Barcodes – What you need – IM Barcode Encoding Reply Mail Resources
Implementing the IMb™ What you need… A USPS or vendor-developed barcode encoder and font for the Intelligent Mail Barcode. You will also need: Barcode ID Presort Software Service Type Class of Mail and Required Service (none, ACS, IMb Tracing) Mailer ID Mailer or Mail Preparer – Assigned by USPS Serial Number Data Management Plan – Assigned by Mailer CASS™-MASS™ /DPV®/LACSLink® Routing Code software
Intelligent Mail Barcode Encoding p Created by downloading and installing the encoder and font n 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. n A special font is required to convert 65 ADFT character string into the IMb. p Height-modulated barcode and uses 4 -state symbology: Full bar, Ascender, Tracker, and Descender IMb™ example: 0070012345620080000198765432101 DADTATFFAFFTTTAFTAFDADFDDDDDTAFFDAFDDFFTADFTFTTFDAAFTFTADTTT 31
Implementing the IMb™ Available Encoders Language and Applications Supported* Operating System C Java 2 COBOL PL/1 MVS, z/OS, and OS/390 Yes Yes VSE/ESA Yes Yes OS/400 Yes AIX Yes Linux Yes Solaris Yes HP/UX Yes Mac OS X Yes Programmer Version for Windows Yes MS Office Version for Windows MS Access MS Excel Yes Yes * Support for 64 -bit Windows, Linux, and Solaris as well as for Assembler on MVS/VSE
Implementing the IMb™ 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
Agenda 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
Reply Mail IMb Requirements for Reply Mail 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 35
Reply Mail Online IMb Artwork Offered by USPS offers online artwork capabilities for Postal. One! users via the Automated Business Reply Mail (ABRM) tool at: https: //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 855 -593 -6093 or sending a request via email to mda@usps. gov or locally by calling 205 -521 -0212 or by sending a request via email to sabrina. d. cole-stewart@usps. gov Envelope Manager and Dazzle software used by USPS – Available for purchase by contacting manufacturer at Endicia. com
Agenda Important Dates What is Intelligent Mail? Intelligent Mail Barcodes Implementing Intelligent Mail Barcodes Reply Mail Resources – Validation and Tools – Summary with Online Information
Resources Test & Validate 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.
Resources 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 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 Automation Barcode Gauge – Item 04 A Automation Barcode Gauge Template (Item #04 A) 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 Basic online decoder tool is available at: http: //ribbs. usps. com/One. Code. Solution
In Summary… Talk to their business partners Place the barcode Build a team Review guides and specs Acquire a MID Design and Test e. Docs Plan for feedback Migrate to the Production Environment
In Summary, here’s what you should do… q Talk to your business partners – Find out from your software vendors and/or service providers what your Intelligent Mail Service plans are. Talk to their Just a few of the questions you may want to ask are: business partners 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?
In Summary, here’s what you should do… q Build a Team – Work to put together a team that will help their implement Intelligent Mail Services. Build a team Customers should include, consider and start to plan the following: Include key stakeholders: IT, Finance, 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
In Summary, here’s what you should do… Review guides and specs q 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
In Summary, here’s what you should do… Acquire a MID p Mailers requesting a Mailer ID (MID) must go to http: //www. usps. com/ n n n Select the Business Customer Gateway located on the bottom right hand corner of the web page. A mailer must logon as an existing user or register as a new user to gain access to the Business Customer Gateway. Once logged on, select the "Mailer ID" link to obtain a MID. p 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_id_app/documents/tech_guides/MIDCRIDAgent. Excel Process. pdf p 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, n n n The customer must read the Mailer ID Application Process and/or the CRID/Mailer ID Agent Application Process, And the customer must print and complete the Mailer Application and the Additional Accounts Information Sheet (as applicable). The forms must be submitted to the Business Mail Entry Unit (BMEU) or the Mailpiece Design Analyst for processing.
In Summary, here’s what our customers should do… q Place the Barcode - To generate the IMb mailpiece barcode, tray label barcode, and container label barcode they will need to do the following: Place the barcode 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
In Summary, here’s what you should do… q 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 Design and Test e. Docs 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)
In Summary, here’s what our customers should do… q Plan for Feedback How will you use the Start-the-Clock and address correction information? Who will receive the data? Plan for feedback How will you receive the data? How will you update your address lists? q Migrate to the Production Environment Test barcodes Test electronic submission of e. Doc in the Test Environment for Mailers Receive validation for Full-Service prior to migrating to the Migrate to the Production Environment
Finally… – Validate Your Barcodes & Submit for Testing to 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=intellmailpieces For Additional Assistance – Contact the National Customer Support Center at (877) 640 -0724 – For Postal. One!® Information: http: //usps. com/postalone/ – To request assistance from a Mailpiece Design Analyst (MDA) contact the MDA Support Center at 855 -593 -6093 or send a request via email to mda@usps. gov or locally call 205 -521 -0212 or via email to sabrina. d. cole-stewart@usps. gov To Review the Latest Proposal & News Go To: - Federal Register Notices - http: //pe. usps. com/Federal. Register. Notices. asp
Resources The RIBBS Website provides extensive resources on Intelligent Mail ®
Resources You can view or download the Guides and Specifications from RIBBS
Resources 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 email go to dmmadvisory@usps. com and in the subject line, type “SUBSCRIBE” http: //pe. usps. gov/dmm. Advisory. asp
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