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1 Specifications. Barcode Specifications - Page 2. OMR Specifications - Page 3 3. General Specifications - Page 47

2 AUTOMAILER 5 PLUS (AM5) BARCODE SPECIFICATION FOR INTELLIGENT MAILING SYSTEMS Contents. Introduction Page 2 2. Terminology Page 2 3. PFE Bar Code System Character Definition Page 3 4. PFE Bar Code System Page Layout Arrangement Page 2 5. PFE Bar Code Label Dimensions Page 3 6. Data Logging Page 4 7. Feed Unit Information Page 4 8. Appendix Page 6 9. Appendix 2 Page 29 Automailer 5 Specifications - Issue 2 Page

3 . Introduction The standard PFE Bar Code System will use Code 39 (3 of 9). Code 39 allows the coding of: upper case letters A to Z 26 symbols numbers to 9 symbol the space character symbol the symbols -. $ / + % 6 symbols The functions which the PFE Bar Code System supports are Grouping of multipage documents Selective feeding from all the feed stations (excluding the prime - document station) Divert units ( form diverts and envelope diverts ) Form security numbering Group security numbering Matching ( within a document set and between feed units) Data logging of customer's document number (non-pfe BCS character ) Numeric control & 2 of 5 interleaved (see appendix on page 4) The bar code is composed of a variable number of characters to cater for the required functions above. The minimum number of characters required will be two characters, the smallest size of bar code that code 39 accepts. The bar code may contain additional characters as required by the customer for customer specific functions. Additionally, the bar code requires a stop and a start character to be printed ( * ). The maximum size of bar code, including the stop and start characters, is 2 characters. 2. Terminology The complete bar code as printed on the form is referred to as the BAR CODE LABEL. Within the Bar Code Label there are a number of coded characters, these will be referred to as BAR CODE CHARACTERS. These are numbered from the start of the Bar Code Label to the end of the Bar Code Label Within the Bar Code Label there are a number of coded characters which have defined functions within the PFE Bar Code System these will be referred to as PFE BCS CHARACTER #, PFE BCS CHARACTER #2 etc. Finally, during the programming of the Automailer 5 Bar Code the position of each PFE BCS CHARACTER within the BAR CODE LABEL will need to be specified. BAR CODE LABEL CHECKSUM CHARACTER This may be printed if it is required by the customer. It will not be used by the Automailer 5, but is treated as part of the customer code. Automailer 5 Specifications - Issue 2 Page 2

4 3. PFE Bar Code System Character Definition 3.. Grouping of multipage documents (Control Character) PFE BCS CHARACTER # This character is used primarily for grouping document sets from one feed unit together. PFE BCS CHARACTER # = A Demand Feed continues feeding forms = B End of Group stops feeding forms into the collator as this form is the last form of the group which requires insertion into the same envelope. = C End of Group & End of Job stops feeding forms into the collator as this form is the last form of the group which requires insertion into the same envelope, and additionally the Automailer goes into its Auto-end mode as this set of forms is the last of the job. = D Forced Fold forces the sub-group in the collator to be passed to the folder. The remainder of the group continues to be accumulated in the collator, then passed to the folder. All the sub-groups are re-combined at the shuttle. = E to Y Changes made to allow printed barcode on only the first page of a set consisting of a known number of pages. The PFE BCS character value 'E' equals a group of. The PFE BCS character value 'F' equals a group of 2, with the barcode printed on the first page only. 'G' equals a group of 3, and so on up to 'Y' which equals 2. 'Z' indicates a group of more than 2 pages. If the first form of the next set does not have a barcode, this is treated as a bad read. If a form within the set does have a barcode, this is treated as a form-sequence error. Because the page count is known in advance, 'too many forms' groups can be diverted singly, preserving the page sequence. = Z Changes made to allow printed barcode on only the first page of a set consisting of more than 2 pages See also Appendix 2 on page 2 for customer D grouping. Automailer 5 Specifications - Issue 2 Page 3

5 3.2. Selective Feeding from Feed Stations to 4 PFE BCS CHARACTER #2 Length = This character is used to control selective feeding from stations to 4 in every combination. (When the length=, character controls the following feeders) Feed Stations BCS CHARACTER #2 = A No Feeds = B = C = D = E = F = G = H = I = J = K = L = M = N = O = P 3.3. Selective Feeding from Feed Stations 5 to 8 PFE BCS CHARACTER #2 Length =2 This character is used to control selective feeding from feed stations 5 to 8 in every combination. (When the length=2, character 2 controls the following feeders) Feed Stations BCS CHARACTER #3 = A No Feeds = B = C = D = E = F = G = H = I = J = K = L = M = N = O = P Automailer 5 Specifications - Issue 2 Page 4

6 3.4. Selective Feeding from Feed Stations 9 to 2 PFE BCS CHARACTER #2 Length =3 This character is used to control selective feeding from stations 9 to 2 in every combination. (When the length =3, character 3 controls the following feeders) Feed Stations 9 2 BCS CHARACTER #4 = A No Feeds = B = C = D = E = F = G = H = I = J = K = L = M = N = O = P 3.5. Selective Feeding from Feed Stations 3 to 5 PFE BCS CHARACTER #2 Length =4 This character is used to control selective feeding from feed stations 3 to 5 in every combination. (When the length =4, character 4 controls the following feeders). Feed Stations BCS CHARACTER #5 = A No Feeds = B = C = D = E = F = G = H Note: Selective feed is selected (like all functions) by specifying a start position in the lable and a length (no. of characters). The length determines which feeders are being selected, eg: Selective feed from station -4 Start position =, length =, no. of characters = Selective feed from stations -8 Start position =, length =2, no. of characters =2 (character controls -4, character 2 controls 5-8) Selective feed from stations -2 Start position =, length =3, no. of characters =3 (character 3 controls 9-2) Selective feed from stations -5 Start position =, length =4, no. of characters =4 (character 4 controls 3-5) Automailer 5 Specifications - Issue 2 Page 5

7 3.6. Divert Units ( Form Diverts and Envelope Diverts ) PFE BCS CHARACTER #6 This character is used to control the destination of both unfolded forms into the forms diverters (Diverts to 2) and also the destination of filled envelopes into the envelope diverts (Envelope Diverts to 6). NB. Currently, only one twin-bin forms diverter can be fitted to the Automailer 5, which allows forms diverts and 2 to be selected. NB 2. Currently, only three twin-bin envelope diverters can be fitted to the Automailer 5, which allows envelope diverts to 6 to be selected. BCS CHARACTER #6 = A TBA = B Form Divert = C Form Divert 2 = D TBA = E Ink Mark 2 / Ouput Conveyor Control = F Ink Mark 2 and No Seal = G No Diverts = H Envelope Divert = I Envelope Divert 2 = J Envelope Divert 3 = K Ink Mark / VS Jog = L Envelope Divert and Jog = M Envelope Divert 2 and Jog = N Envelope Divert 3 and Jog = O Franker Disable = P Franker 2 Disable = Q No Diverts and No Seal = R Envelope Divert and No Seal = S Envelope Divert 2 and No Seal = T Envelope Divert 3 and No Seal = U Ink Mark and No Seal = V Envelope Divert and Jog and No Seal = W Envelope Divert 2 and Jog and No Seal = X Envelope Divert 3 and Jog and No Seal = Y Franker Disable and No Seal = Z Franker 2 Disable and No Seal Automailer 5 Specifications - Issue 2 Page 6

8 3.7. Form Sequence within a Job PFE BCS CHARACTER #7 This facility is used to ensure that forms are processed through the inserter in the same order that they were printed, and that there are no missing forms. This is achieved by coding each form as it is printed with the alphabetic characters A,B,C...Z. After the Z is printed the sequence restarts at A again. When the forms are read by the barcode reader any deviation from the correct order is detected and an alarm produced. BCS CHARACTER #7 cycle restarts at "A" etc. = A = B = C = D = E = F = G = H = I = J = K = L = M = N = O = P = Q = R = S = T = U = V = W = X = Y = Z = A = B = C Automailer 5 Specifications - Issue 2 Page 7

9 3.8. Form Sequence within a Group PFE BCS CHARACTER #8 This facility is used to ensure that forms are processed through the inserter in the same order that they were printed, and that there are no missing forms. This is achieved by coding each form of a group as it is printed with the alphabetic characters A,B,C...Z. At the start of every new group the coding sequence starts at A. If the batch of forms in a group exceeds 26 pages, after the Z is printed the sequence restarts at A again. When the forms are read by the barcode reader any deviation from the correct order is detected and an alarm produced. BCS CHARACTER #8 = A ( printed on page of the group ) = B ( printed on page 2 of the group ) = C ( printed on page 3 of the group ) = D ( etc ) = E = F = G = H = I = J = K = L = M = N = O = P = Q = R = S = T = U = V = W = X = Y = Z cycle restarts at "A" = A = B = C etc. Automailer 5 Specifications - Issue 2 Page 8

10 3.9. Matching (within a Document Set and Between Feed Units) PFE BCS CHARACTER #9 This facility is used to ensure that each envelope is only filled with personalised items addressed to one recipient. Hence if there are multiple pages being fed from one feed station each of these pages should have the same match code character. Also, if there are additional personalised inserts being fed from other feed stations then these personalised items should also have the same match code character. The match codes that can be used are the characters A to Z. The characters do not need to be used in any particular sequence, as the Automailer will simply look at each page destined for one envelope, and ensure that all the coded pages carry the same Match code character. In the event that there is a mis-match between the forms an alarm is produced. NOTE: When there is a requirement to match documents from a barcoded unit with documents from an OMR reading feed unit they can be matched using the following matching arrangement. OMR Match marks BCS CHARACTER #9 Mark Mark 2 Mark 3 Mark 4 Mark 5 = A = B 2 = C 3 = D 4 = E 5 = F 6 = G 7 = H 8 = I 9 = J = K = L 2 = M 3 = N 4 = O 5 = P 6 = Q 7 = R 8 = S 9 = T 2 = U 2 = V 22 = W 23 = X 24 = Y 25 = Z 26 See also Appendix 2 on page 29 for customer D grouping. Automailer 5 Specifications - Issue 2 Page 9

11 3..Group Sequence PFE BCS CHARACTER # This facility is used to ensure that forms are processed through the inserter in the same order that they were printed, and that there are no missing forms. This is achieved by coding each form of a group with the same letter. Each successive group will be printed with the next alphabetic character A,B,C..Z. Each form within a group has the same group sequence character. Each successive group will be printed with the next alphabetic character A,B,C..Z. After the Z is printed the sequence restarts at A again. When the forms are read by the barcode reader any deviation from the correct order is detected and an alarm produced. BCS CHARACTER # = Group Sequence Customer Page A A A B B C D E F F G H I J K L M N N O P Q R S S T U U U V W X Y Z Z A A B Automailer 5 Specifications - Issue 2 Page

12 3.. Form in a Group PFE BCS CHARACTER # This facility is used to ensure that forms are processed through the inserter in the same order that they were printed, and that there are no missing forms. The character shows the total number of forms in the group. This is achieved by coding each form as it is printed with the alphabetic characters A,B,C...Z. These equate to a numeric value. The character shows the total number of forms in the group. Each form has the same character on it. BCS CHARACTER # = A = ( Total number of pages in group is ) = B = ( Total number of pages in group is ) = C = 2 ( Total number of pages in group is 2 ) = D = 3 ( etc ) = E = 4 = F = 5 = G = 6 = H = 7 = I = 8 = J = 9 = K = = L = = M = 2 = N = 3 = O = 4 = P = 5 = Q = 6 = R = 7 = S = 8 = T = 9 = U = 2 = V = 2 = W = 22 = X = 23 = Y = 24 = Z = 25 Examples Forms in Group B C C E E E E B D D D C C Customer ONE TWO TWO FOUR FOUR FOUR FOUR ONE THREE THREE THREE TWO TWO Automailer 5 Specifications - Issue 2 Page

13 4. PFE Bar Code System Page Layout Arrangement for Automailer 5 Plus Automailer 5 Specifications - Issue 2 Page 2

14 5. PFE Bar Code Label Details Note: PFE s Barcode scanning system uses a high speed scanner (2, reads per second) which has to see 5 successive identical scans before returning the scan result. If reading is being achieved but the incorrect characters are being returned, look at the following list of parameters. To ensure reliable reading of the Bar Code Label it should be of the following minimum dimensions: 5. Bar Code Width Minimum width 8mm for vertical barcode Minimum width 4mm for horizontal barcode Note: The minimum width for vertical barcodes does not include allowance for print variation relative to the edge of the page. If the barcode position varies by, say, +/-2mm then the minimum width of the barcode will be 2mm (8 nominal + print variation). 5.2 Narrow bar Thickness The minimum acceptable thickness for the narrow bar should be. (.25mm). Use of the minimum bar thickness is dependent on print and font quality. If reading errors occur increase the minimum bar thickness of the barcode character leaving all other parameters the same. 5.3 Ratio of Wide Bar to Narrow Bar The minimum acceptable ratio between the wide bar and narrow bar thicknesses should be 2.5. However, to achieve a higher level of read reliability the ratio should be increased to Quiet Zone There should be a clear area at each end of the bar code of at least 6mm (.25"). There should be no graphics or text printing or background colour changes on the form in this quiet zone. 5.5 Start and Stop Characters in the Bar Code Label The bar code label requires the printing of an asterisk * at the beginning and also at the end of the label. These are the start and stop characters, which are used in the decoding of the label. 5.6 Maximum Number of Characters in the Bar Code Label The maximum number of characters, including the start and stop characters, in the bar code label that can be read is 2. This includes both the PFE required characters and the customer defined functions. 5.7 Orientation of the Bar Code Label Horizontal or vertical barcodes may be used (see page ). 5.8 Position of the Bar Code Label The bar code label should be positioned as indicated on the page layout arrangement (see page ). Automailer 5 Specifications - Issue 2 Page 3

15 6 Data Logging The Automailer 5 has a built-in Data Logging function which will create a logfile of all barcodes read against date, job-name and operator. The data log can be accessed through 'Statistics' in the setup (menu) screen of the operating software. See Automailer 5 Data Logging Specification. 7 Feed Unit Information 7. I.S. Collator (E56AA, E562AA and E563AA) Collation Collation of documents is carried out in the Accumulator of the systems unit and allows for up to 8 sheets to be collated together before fold (dependent on material, fold type and envelope capacity). Single page or multiple page sets can be diverted before fold in a Sheet Divert Unit (E57AA) if fitted. Sheet divert units allow for documents to be diverted for bad read, bad sequence, oversized groups or by OMR/Barcode control. A sheet divert unit is recommended for ease of operation. Collation of documents before fold maintains the production speed of the machine for group sizes of an average of 2 pages per set. Feed Orientation The feed orientation is always face up, head first (relative to the addressed face of the document). Print Sequence Print sequence is always first to last, i.e. page is on top of the printed stack. Reading Surfaces Reading can be carried out on either the top or the bottom surface of the document. This allows for duplex printed material with the OMR/Barcode on the reverse side of the document. 7.2 OMR/Barcode Folder (E542AA, E546AA) Collation Collation of forms is always on the Shuttle Bed (after fold). The number of sheets collated in a group is dependent on the material, fold type and envelope capacity. Collation after fold reduces the machine speed with the number of forms in the group. Feed Orientation The feed orientation (relative to the addressed face of the document) can be either: a) Face up, head first (using a Z fold) or b) Face down, feet first (using a C fold). Print Sequence Print sequence is dependent on feed orientation. If the document orientation is face up, as per a) above, then the print sequence is first to last, i.e. page is on the top of the printed stack. If the document orientation is face down, as per b) above, then the print sequence is last to first, i.e. page is on the bottom of the printed stack and the stack is inverted in the Hi-Cap feeder. Reading Surfaces Reading can be carried out on either the top or the bottom surface of the document. Automailer 5 Specifications - Issue 2 Page 4

16 7.3 OMR/Barcode Feeder (E552AA and E556AA) Collation Collation of forms is always on the shuttle bed. Feed Orientation The feed orientation is always face down, feet first (relative to the addressed face of the document). Print Sequence The print sequence is last to first, i.e. page is on the bottom of the printed stack. The stack is inverted in the feeder so that page is fed first. End of Group Mark The end of group mark must appear on the last page of the set which is the last page to be fed. Reading Surfaces Reading is only carried out on the bottom surface of the document. 7.4 OMR/Barcode Feeder with Turnover (E572AA) Collation Collation of forms is always on the shuttle bed. Feed Orientation The feed orientation is always face up, head first (relative to the addressed face of the document). Print Sequence The print sequence is last to first, i.e. page is on the top of the printed stack. The stack is the correct way up in the feeder so that page is fed first. End of Group Mark The end of group mark must appear on the last page of the set which is the last page to be fed. Reading Surfaces Reading is only carried out on the bottom surface of the document. General Notes a) The OMR/Barcode head and bracket assembly is not switchable by the operator between top and bottom reading. If reading on both surfaces is required then two reading heads and bracket assemblies must be fitted. b) If it is required to frequently change the OMR/Barcode head position between two different positions then it is recommended that two heads be fitted for ease of operation. c) The sheet divert unit (E57AA) is not a forms processor. The sheet divert is provided to reject exceptions only. Any diverted forms should not be reprocessed through the machine. Automailer 5 Specifications - Issue 2 Page 5

17 8 Appendix Numeric Custom Barcodes Numeric barcodes are, as the name suggests, barcodes that only contain numeric characters and no alpha characters. The most common form of this used in mailing machines is 2 of 5 Interleaved. 2 of 5 Interleaved barcodes have a much higher density than the standard 3 of 9 and can subsequently be used where a large number of characters is required (4 25) Numeric codes already Supported Automailer 5 already supports two custom numeric codes. However, the functionality of these codes is limited to the specification below. Our standard feature of data logging is supported with all barcode types. Additional functionality for 2 of 5 interleaved If you require additional functionality this can easily be included in our product. However, PFE have to make an additional charge for this additional feature. Please contact PFE sales group who will be able to advise you of the additional cost to achieve your requirements. To simplify the process you will need to order PFE Part number ES55AA and supply your detailed barcode requirement. PFE Custom Control This option reads numeric characters in 3 of 9 barcode The following functions are supported:- a) Grouping = Continuation sheet = End of group b) Sequence 9 (single character) Notes:. These functions can be allocated to any character position in the barcode. I.e. grouping could be character 2 and sequence may be character The whole barcode can be read and data logged up to 25 characters. 3. Grouping can be first of group or end of group Automailer 5 Specifications - Issue 2 Page 6

18 PFE Custom Control 2 This option reads numeric characters in 2 of 5 Interleaved barcode The following functions are supported:- a) Grouping = Continuation sheet = End of group b) Sequence 9 (single character) Notes:. These functions can be allocated to any character position in the barcode. I.e. grouping could be character 2 and sequence may be character The whole barcode can be read and data logged up to 25 characters. 3. Grouping can be first of group or end of group Additional functionality for 2 of 5 interleaved If you require additional functionality this can easily be included in our product. However, PFE have to make an additional charge for this additional feature. Please contact PFE sales group who will be able to advise you of the additional cost to achieve your requirements. To simplify the process you will need to order PFE Part number ES55AA and supply your detailed barcode requirement. Automailer 5 Specifications - Issue 2 Page 7

19 PFE Custom Control 3 This option reads alpha-numeric characters in 3 of 9 barcode The total characters in the label do not include the start and stop characters ( * ) For each function a start position and length needs to be defined The following functions are supported:- Form Sequence within Group (Package Sheet Number) This uses 2 characters to create a two digit decimal number, which always starts at and ends at the value of the Forms in Group. The Form sequence within Group can have any value between and 99. Form in Group (Pages in Set Number) This defines the number of pages in each set to go into an envelope and is a 2 digit decimal created from 2 barcode characters. Forms in group can have any value from to 99. The value should be the same for all the pages of a set. Grouping An end of group (set) is assumed when the Form Sequence within Group equals the Forms in Group. Customer ID (Policy Number) The policy number is an alpha numeric text string comprising a number characters of the barcode. The customer id must be the for every page of a set as defined above. Selective Feed (Machine Function Characters) Each machine function is an alpha numeric which is converted to base 32. Base 32 is a 5 BIT word where each BIT is used for a specific machine function. Character X controls BITs to 5. Character Y controls BITs 6 to. Character Z controls BITs to 5. Where BIT controls feeder, BIT 2 controls feeder 2, etc. The BIT control is = On, = Off Notes:. These functions can be allocated to any character position in the barcode. 2. The whole barcode can be read and data logged up to 25 characters. 3. There is no grouping character and end of group is assumed when the Form Sequence within Group equals the Forms in Group. Automailer 5 Specifications - Issue 2 Page 8

20 PFE Custom Control 4 This option reads numeric characters in 2 of 5 Interleaved barcode The following functions are supported:- Grouping and Envelope Divert Character is used to control grouping and envelope diverts and 2. The character can have a value between and 7. The decimal value is converted into a binary code where:- = Off = On BIT = Envelope Divert BIT 2 = Envelope Divert 2 BIT 3 = End of Group Form Sequence within Job (Page Sequence) The page sequence number is constructed from 2 characters of the label. The combined character value cycles from to 99 then restarts a. It increments for every page fed. Group Sequence The group sequence should increment by with each new set of documents. After 9 it returns to. Selective Feed and Autoend Character 5 is used to control selective feeding from stations and 2 and to autoend the machine with the marked document on the output conveyor. The character can have a value between and 7. The decimal value is converted into a binary code where:- = Off = On BIT = Feeder BIT 2 = Feeder 2 BIT 3 = Stop Ink Marking Character 22 can have a value of to 2 with control parameters as follows:- = No Ink Mark = Ink Mark 2 = Ink Mark 2 Check Digit Character 24 the check digit is to be used to check the value of all the characters. This is a standard feature of 2 of 5 interleaved barcode. Customer ID (Policy Number) The policy number is an numeric text string comprising a number characters of the barcode. The customer id must be the same for every page of a set as defined above. Notes:. The positions of these functions are set within the barcode label (NOT able to be allocated to any character position in the barcode) except for Form Sequence within Job, Group Sequence and Customer ID. 2. The whole barcode can be read and data logged up to 25 characters. Automailer 5 Specifications - Issue 2 Page 9

21 PFE Custom Control 5 This option reads numeric characters in 2 of 5 Interleaved barcode For each function a start position and length needs to be defined The following functions are supported:- GForm Sequence within a Group This uses character to create a digit decimal number, which always starts at the total forms in group and ends at a value of. The Form Sequence within Group can have any value between 9 and. Forms in Group This defines the number of pages in each set to go into an envelope and is a digit decimal number created from barcode character. Forms in Group can have any value from to 9. The value should be the same for all the pages of a set. Grouping An end of group (set) is assumed when the Form Sequence within a Group is equal to. Group Sequence OR Customer ID The group sequence number is a numeric string comprising a number of characters of the barcode. The group sequence must be the same for every page of a set as defined above. The Sequence goes from a maximum to. After reaching the count wraps back to Selective Feed One character is used to control selective feeding from stations and 2. The character can have a value between and 7. The decimal value is converted into a binary code where:- = Off = On BIT = Feeder BIT = Feeder 2 BIT 3 = Not Used Selective Feed Character Value BIT Feeder BIT Feeder 2 BIT 2 NOT USED Notes:. These functions can be allocated to any character position in the barcode. 2. The whole barcode can be read and data logged up to 25 characters. 3. Sequence direction is down. 4. Sequence start position is. 5. There is no grouping character and EOG is assumed when the form sequence within a group equals the Sequence start position (in this example ). Automailer 5 Specifications - Issue 2 Page 2

22 PFE Custom Control 6 This option reads numeric characters in 2 of 5 Interleaved barcode The following functions are supported: - Form Sequence within Job (Page Sequence) The page sequence number is constructed from 2 characters of the label. The combined character value cycles from to 99 then restarts a. It increments for every page fed. Grouping(see note ) Character is used to control grouping and the force folding of documents. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off = On BIT = Not used (Matching in a group) BIT 2 = Force Fold BIT 3 = End of Group Customer ID The customer ID is a numeric string comprising a number of characters of the barcode. The customer ID must be the same for every page of a set. Selective Feed Two characters are used to control selective feeding from stations,2,3 and 4. The characters can have a value between and 7. The decimal value is converted into a binary code where: - = Off = On Character Character 2 BIT = Feeder BIT = Feeder 4 BIT = Feeder 2 BIT = Not used BIT 3 = Feeder 3 BIT 3 = Not used Output Control (Unseal, Jog)(see note ) This character is used to control the sealing and jogging of the filled envelope. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off and = On. Character 4 BIT = Not used (ink marking) BIT 2 = Unseal BIT 3 = Jog (for a vertical stacker) Check Digit Character 6 (the check digit) is to be used to check the value of all the characters. This is a standard feature of 2 of 5 interleaved barcode. Notes:. The positions of these functions are set within the barcode label (NOT able to be allocated to any character position in the barcode) except for Form Sequence within Job, Selective Feed and Customer ID. 2. The whole barcode can be read and data logged up to 25 characters. 3. Sequence direction and sequence start position are definable. Automailer 5 Specifications - Issue 2 Page 2

23 PFE Custom Control 7 This option reads numeric characters in 2 of 5 Interleaved barcode The following functions are supported: - Form Sequence within Job (Page Sequence) The page sequence number is constructed from 2 characters of the label. The combined character value cycles from to 99 then restarts a. It increments for every page fed. Grouping (see note ) Character is used to control the grouping (when there is no change in the customer ID) and the force folding of the documents. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off and = On. BIT = Not used (Matching in a group) BIT 2 = Force Fold BIT 3 = End of Group Customer ID This is used to control the grouping. When the customer ID changes EOG is set for the document in front (completing the group). The customer ID must be on every page. Selective Feed Two characters are used to control selective feeding from stations,2,3 and 4. The characters can have a value between and 7. The decimal value is converted into a binary code where: - = Off and = On. Character Character 2 BIT = Feeder BIT = Feeder 4 BIT = Feeder 2 BIT = Not used BIT 3 = Feeder 3 BIT 3 = Not used Output Control (Unseal, Jog)(see note ) This character is used to control the sealing and jogging of the filled envelope. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off and = On. Character 4 BIT = Not used (ink marking) BIT 2 = Unseal BIT 3 = Jog (for a vertical stacker) Check Digit Character 6 the check digit is to be used to check the value of all the characters. This is a standard feature of 2 of 5 interleaved barcode. Notes:. The positions of these functions are set within the barcode label (NOT able to be allocated to any character position in the barcode) except for Form Sequence within Job, Selective Feed and Customer ID. 2. The whole barcode can be read and data logged up to 25 characters. 3. Sequence direction and sequence start position are definable. Automailer 5 Specifications - Issue 2 Page 22

24 PFE Custom Control 8 This option reads alphanumeric characters in 3 of 9 barcode The following functions are supported: - Form Sequence within Job The page sequence number is constructed from character of the label. The character value cycles from to 9 then restarts at. It increments for every page fed. (Character value can cycle from to 9 then restart at ) Grouping Grouping is determined depending on the functions selected. There are 4 different ways to group. a) Grouping on customer ID (see below) b) Forms in Group and Form Sequence within a Group When these 2 functions are selected then they control the grouping of the documents. When the form sequence within the group is equal to the forms in group then EOG is set. (Security is maintained by checking the forms in group does not change until the group is complete and that the form sequence within a group in correct) c) Forms in a group and Group sequence EOG is set when the forms fed equals the forms in group. (Security is maintained by Checking the Group sequence is correct for the documents d) Forms in group When forms in group is used but no other sequence is used then we set an implied EOG. This is set when we have fed enough documents (i.e. when we reach the forms in group limit) this option for grouping is the least secure Customer ID This can be used to control the grouping. When the customer ID changes EOG is set for the document in front (completing the group). The customer ID must be on every page if this is being used to control the grouping of the documents. Selective Feed One character is used to control selective feeding from stations, 2 and 3. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off = On BIT = Feeder BIT = Feeder 2 BIT 3 = Feeder 3 Selective Feed Character Value BIT Feeder BIT Feeder 2 BIT 2 Feeder 3 The selective feeders can be changed via the substitution tables. Automailer 5 Specifications - Issue 2 Page 23

25 Form sequence within a group This uses character to create a one digit decimal number, which always starts at and ends at the value of the Forms in Group. The Form sequence within Group can have any value between and 9. Matching This uses character to create a one digit decimal number; the match character must be the same for each document within the group. The match character will then increment by for the next group. After reaching 9 it returns to Group Sequence This uses character to create a one digit decimal number, the group sequence should increment by with each new set of documents. After reaching 9 it returns to. Forms in-group This defines the number of pages in each set to go into an envelope and is a 3 digit decimal created from 3 barcode characters. Forms in group can have any value from to 999. The value should be the same for all the pages of a set. Break Function (now a standard PFE BCS control function) This uses multiple characters within the barcode label to set an event on a change of the defined string (portion of the label). This event is selectable within the configuration of the job. (Possible events are:.nothing 2. Autoend 3. Halt 4. Unseal 5. Ink Mark / jog 6. Ink Mark 2 / Conveyor control Note the break function looks for a change in a defined string within the barcode label therefore the event will happen on the group after the change. BCS Character 6 has been separated into 9 separate functions so that all output processing options are independent of each other BCS 2 Envelope Divert This character is used to control the envelope divert. This single character can be either = ON (divert) or = off BCS2 Envelope Divert 2 This character is used to control the envelope divert 2. This single character can be either = ON (divert) or = off BCS22 Envelope Divert 3 This character is used to control the envelope divert 3. This single character can be either = ON (divert) or = off Automailer 5 Specifications - Issue 2 Page 24

26 BCS23 Ink Mark / Jog This character is used to control the ink mark/jog. This single character can be either = ON (ink/jog) or = off BCS24 Ink Mark 2 / Conveyor Control This character is used to control the ink mark 2 / conveyor control. This single character can be either = ON (ink mark 2) or = off BCS25 Franker This character is used to control the franker solenoid. This single character can be either = ON (Frank) or = off (Don t Frank) BCS26 Franker 2 This character is used to control the franker 2 solenoid. This single character can be either = ON (Frank) or = off (Don t Frank) BCS27 Sheet Divert This character is used to control the sheet divert. This single character can be either = ON (divert) or = off BCS28 Sheet Divert 2 This character is used to control the sheet divert 2. This single character can be either = ON (divert) or = off Notes:. The whole barcode can be read and data logged up to 25 characters. 2. All sequence characters can be more than one character if required. Automailer 5 Specifications - Issue 2 Page 25

27 PFE Custom Control 9 This option reads numeric characters in interleaved 2 of 5 barcode The following functions are supported: - Form Sequence within Job The page sequence number is constructed from character of the label. The character value cycles from to 9 then restarts at. It increments for every page fed. (Character value can cycle from to 9 then restart at ) Grouping Grouping is determined depending on the functions selected. There are 4 different ways to group. a) Grouping on customer ID (see below) b) Forms in Group and Form Sequence within a Group When these 2 functions are selected then they control the grouping of the documents. When the form sequence within the group is equal to the forms in group then EOG is set. (Security is maintained by checking the forms in group does not change until the group is complete and that the form sequence within a group in correct) c) Forms in a group and Group sequence EOG is set when the forms fed equals the forms in group. (Security is maintained by Checking the Group sequence is correct for the documents d) Forms in group When forms in group is used but no other sequence is used then we set an implied EOG. This is set when we have fed enough documents (i.e. when we reach the forms in group limit) this option for grouping is the least secure Customer ID This can be used to control the grouping. When the customer ID changes EOG is set for the document in front (completing the group). The customer ID must be on every page if this is being used to control the grouping of the documents. Selective Feed One character is used to control selective feeding from stations, 2 and 3. The character can have a value between and 7. The decimal value is converted into a binary code where: - = Off = On BIT = Feeder BIT = Feeder 2 BIT 3 = Feeder 3 Selective Feed Character Value BIT Feeder BIT Feeder 2 BIT 2 Feeder 3 The selective feeders can be changed via the substitution tables. Automailer 5 Specifications - Issue 2 Page 26

28 Form sequence within a group This uses character to create a one digit decimal number, which always starts at and ends at the value of the Forms in Group. The Form sequence within Group can have any value between and 9. Matching This uses character to create a one digit decimal number; the match character must be the same for each document within the group. The match character will then increment by for the next group. After reaching 9 it returns to Group Sequence This uses character to create a one digit decimal number, the group sequence should increment by with each new set of documents. After reaching 9 it returns to. Forms in-group This defines the number of pages in each set to go into an envelope and is a 3 digit decimal created from 3 barcode characters. Forms in group can have any value from to 999. The value should be the same for all the pages of a set. Break Function (now a standard PFE BCS control function) This uses multiple characters within the barcode label to set an event on a change of the defined string (portion of the label). This event is selectable within the configuration of the job. (Possible events are:. Nothing 2. Autoend 3. Halt 4. Unseal 5. Ink Mark / jog 6. Ink Mark 2 / Conveyor control Note the break function looks for a change in a defined string within the barcode label therefore the event will happen on the group after the change. BCS Character 6 has been separated into 9 separate functions so that all output processing options are independent of each other BCS 2 Envelope Divert This character is used to control the envelope divert. This single character can be either = ON (divert) or = off BCS2 Envelope Divert 2 This character is used to control the envelope divert 2. This single character can be either = ON (divert) or = off BCS22 Envelope Divert 3 This character is used to control the envelope divert 3. This single character can be either = ON (divert) or = off Automailer 5 Specifications - Issue 2 Page 27

29 BCS23 Ink Mark / Jog This character is used to control the ink mark/jog. This single character can be either = ON (ink/jog) or = off BCS24 Ink Mark 2 / Conveyor Control This character is used to control the ink mark 2 / conveyor control. This single character can be either = ON (ink mark 2) or = off BCS25 Franker This character is used to control the franker solenoid. This single character can be either = ON (Frank) or = off (Don t Frank) BCS26 Franker 2 This character is used to control the franker 2 solenoid. This single character can be either = ON (Frank) or = off (Don t Frank) BCS27 Sheet Divert This character is used to control the sheet divert. This single character can be either = ON (divert) or = off BCS28 Sheet Divert 2 This character is used to control the sheet divert 2. This single character can be either = ON (divert) or = off Check Digit This is a single character used to check the value of all the characters in the label. This is a standard feature of 2 of 5 interleaved barcode. (This feature can be turned on or off depending on the barcode printed, although for security it is recommended that it is used) Notes:. The whole barcode can be read and data logged up to 25 characters. 2. All sequence characters can be more than one character if required. Automailer 5 Specifications - Issue 2 Page 28

30 9 Appendix 2 Customer ID Control Customer ID control is a technique that allows the customer to use an existing barcode (or any label type including 3 of 9, 2D Data matrix and 2 of 5) to achieve grouping without having to change the barcode for the Automailer 5. Example A customer already has barcodes on their documents as follows:- Printed Page Customer Name Page No. Account Number ExistingBarcode For Mailing Label Mr Smith A A Mr Jones M M M M M M Mr Ellis C C C C Mrs Ellis 3 C C C C The existing barcode label gives no indication of end of group. However, the customer ID system can be set up to look at any information in the label for grouping. Example : Account Number In this case we can look at just the account number, which starts at character 5 and is 7 characters long. The AM5 software will test each successive document and if the number is the same for these 7 characters then it will group them together. This is correct for the mailing requirement for this particular job run. Example 2: Change of Name Another job run on the same barcode may require to separate documents by name rather than account number. In this case we can set the AM5 to read from character for 2 characters. The software will then compare successive documents looking only at the first 2 characters of the barcode. Characters with the same value will be collated together. Note that in both cases data logging can be independently set to log any part or all of the label. Automailer 5 Specifications - Issue 2 Page 29

31 Customer ID Control and Insert Matching As part of the customer ID control, PFE can also achieve matching with any other insert station with reading capability, providing that it is in a Feed Always mode. To achieve this the both the prime document and the insert use the same characters for the match comparison. Example. Prime document label 2M72684 First character for ID Character 5 Number of characters for ID 7 characters Customer ID characters used for grouping M72684 Insert Label 678M72684BRE First Character for match ID Character 4 Number of characters for ID 7 characters Customer ID characters used for match M72684 Automailer 5 Specifications - Issue 2 Page 3

32 AUTOMAILER 5 PLUS (AM5) OMR SPECIFICATION FOR INTELLIGENT MAILING SYSTEMS Contents. Introduction Page Automailer 5 OMR System, All Functions Page Print areas (by unit) Page 4 4. Printers Principles Page Feed Unit Information Page 46 Automailer 5 Specifications - Issue 2 Page 3

33 Section Introduction This specification covers the requirements for OMR marking for Automailer 5 (referred throughout this document as AM5) Intelligent Systems. This specification relates to the OMR functions available, the mark size and positioning of marks on the forms. The full range of OMR facilities is referred to as the AM5 OMR System. This specification consists of 4 sections as follows: Section. Section 2. Section 3. Section 4. Section 5. Introduction (This section). AM5 OMR System. This section describes all the OMR functions that are available. Print areas. This section deals with the dimensional details and layout requirements for the marks for each of the OMR reading units. Printers. This section describes the features of laser printers and continuous forms printers that are relevant to the type and positioning of OMR marks. Feed Unit Information. This section describes the functions of the Collator, OMR Folder and OMR Feeder, and gives details of paper orientation etc. Section 2 AM5 OMR System 2. Principles As AM5 OMR marks are read using a scanning Barcode head the following rules apply: a) There is complete freedom to position the OMR marks on the document in any position subject to the mechanical reading limitations of specific units (refer to section 5). b) Marks must be equally spaced with a pitch of at least 3mm. c) All marks must be contained in a continuous set of marks with equal spacing contained within a mm set, first to last. d) All marks are horizontal with vertical spacing on a portrait document. e) A mark set can be printed ascending or descending, and the gate mark must always be at one end of the set. Automailer 5 Specifications - Issue 2 Page 32

34 2.2 Function Descriptions Gate Mark mark Within the sequence of OMR marks the gate mark must be the first mark of the set (ie. mark at position ). This ensures that the position of the marks on the form is synchronized to the lead edge of the form, for reliable reading of the following function marks. Additionally, as the OMR system needs to find a gate mark on each page, it will detect unprinted blank pages. Note: The mark set may be printed either way up, i.e. gate mark at the top with marks descending or gate mark at the bottom with marks ascending. In either case, it must always be 'Mark at position ' when defining the marks in the software Grouping of Multi-page Prime Documents mark Multiple pages can be grouped together for insertion into the same envelope. The function mark required is one of the following: a) End of Group Mark. Printed on the last page of a group, it is the last sheet to be fed and stops the next page being collated with the group in the collate pocket. b) Demand Feed Mark. Printed on all the pages of a group except the last page. (Inverse EOG). c) First of Group Mark. Printed on the first page of a group, is fed but held at a hold point while the previous group is sent out of the collate pocket. d) Demand FOG Mark (inverse of FOG). Printed on every page of the set except the first page Parity Mark mark The function of the parity mark is to check if the correct number of marks have been read. For example, if even parity is being used then on all pages there will be an even number of marks printed, which means that if all the function marks printed excluding the parity mark add up to an odd number, then the parity mark is printed. If all the function marks printed excluding the parity mark add up to an even number, then the parity mark is not printed. The options for the parity marking are: a) Even parity marking. b) Odd parity marking. c) No parity marking. Automailer 5 Specifications - Issue 2 Page 33

35 2.2.4 Diverting Forms Before Fold 2 marks The AM5 OMR System allows programming for up to 2 divert bins, which may be fitted to the output of the AM5 Accumulator System. The divert destination is defined by means of a Single Mark. Note: The divert mark can be assigned to bin or bin 2. Divert Bin Destination Mark No. Fold Bin Bin 2 Divert Mark Divert Mark Ink Mark /Jog and Ink Mark 2/Conveyor Control 2 marks Two marks are used here to achieve Ink Marking, jogging (on divert conveyor) and output conveyor control. Ink Mark /Jog is used for the existing ink marker A324A. Ink Mark 2/Conveyor is used to control the existing output conveyor E52AA. Both Marks can be used to Ink Mark on the Vertical Envelope Stacker E58AB. Ink Mark also controls the Vertical Stacker (VS) jog. Mark No. Ink Mark /Jog Ink Mark 2 / Conveyor Control Ink Mark, Jog and Conveyor Control No Mark / No Jogging / No Conveyor Control Ink Mark /Jog Ink Mark 2 / Conveyor Control Both Envelope Unseal mark A single mark may be used to program the wetter to Unseal. If an OMR mark is detected in the Envelope Unseal position on the prime document, when that form is inserted into the envelope, the wetter is lifted clear to prevent sealing of the envelope. This facility could be used where additional manually inserted items need to be added to the envelope, or if an operator audit of the envelope contents needs to be carried out periodically. Automailer 5 Specifications - Issue 2 Page 34

36 2.2.7 Output Divert 3 marks A set of up to 3 marks may be used to define one of 6 output processing diverts as the destination of the filled envelope or a straight through path. Each mark independently controls a divert bin as shown below. Divert Bin Output Processing Mark Straight Through Bin Number 2 3 (O.P. Mark ) (O.P.Mark 2) (O.P.Mark 3) Selective Feeding of Inserts 5 marks The selective feed facility allows the selection of up to 5 inserts to be added to the prime document depending on the OMR marks printed on the prime document. The maximum number of selective feeds is limited to the maximum number of additional feed units fitted. Select From Feed Station Select Feed Mark Select Feed Mark 2 Select Feed Mark 3 Select Feed Mark 4 Select Feed Mark 5 Select Feed Mark 6 Select Feed Mark 7 Etc up to 5 Automailer 5 Specifications - Issue 2 Page 35

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