Pitney Bowes DocuMatch Integrated Mail, DocuMatch System Reference Manual

MAIL MATERIALS REFERENCE GUIDE
SV60822 Rev. A First Edition, October 2000 ©2000 Pitney Bowes Inc. All Rights Reserved.
This book may not be reproduced in whole or in part in any fashion or stored in a retrieval system of any type or transmitted by any means, electronically or mechanically, without the express written permission of Pitney Bowes Inc.
Due to our continuing program of product improvement, equipment and material specifications as well as performance features are subject to change without notice.
DocuMatch is a trademark of Pitney Bowes Inc. Lexmark and Optra S are trademarks or registered trademarks of Lexmark International Inc. Canon is a trademark or registered trademark of Canon Inc. Dow Window Film and Trycite are trademarks or registered trademarks of The Dow Chemical Company.
Contents
1 - Introduction
Purpose of This Guide...............................................1-2
Who Should Read This Guide....................................1-2
2 - General Material Specifications and Storage
Handling and Storage Tips........................................2-2
Definition of Mail Materials...................................2-2
Handling................................................................2-2
Storage..................................................................2-2
Rotation.................................................................2-3
Locally-Manufactured Materials...........................2-3
Mail Materials Reference Table..................................2-4
Collation Total Thickness Limits................................2-6
Materials Not Suited for DocuMatch™.......................2-7
3 - Paper for Document Printer
Recycled Paper...........................................................3-2
Paper Weights............................................................3-2
Grain............................................................................3-3
Methods for Determining Grain...........................3-3
Paper for DocuMatch™ Document Printer..................3-5
Document Printer Materials Reference Table.......3-5
Storage Tips.........................................................3-6
Loading Tips.........................................................3-6
Perforated Stock Specifications For
DocuMatch™ .........................................................3-8
Contents
4 - Envelopes
Overview of Envelopes...............................................4-2
Envelope Quality...................................................4-2
Envelope Size.......................................................4-2
Envelope Type.......................................................4-2
Die-Cut............................................................4-2
Web-Fed..........................................................4-3
Envelope Style......................................................4-4
Envelope Curl........................................................4-4
Window Envelopes...............................................4-6
Standard Window Dimensions.......................4-7
Envelope Seal Flap and Gum...............................4-8
Storage..................................................................4-8
Loading Tips.........................................................4-9
Envelope Guidelines for DocuMatch™ ......................4-10
Envelope Style and Type......................................4-10
Envelope Size and Weight...................................4-10
#10 Envelope Specifications................................4-11
Envelope Materials Reference Table....................4-12
5 - Cut Sheet Feeder Material
Cut Sheets for DocuMatch
Grain Orientation...................................................5-2
Glossy Materials...................................................5-2
Static Charge........................................................5-2
Loading Tips.........................................................5-3
What to Watch For................................................5-3
Cut Sheet Feeder Materials Reference Table.......5-4
ii
.....................................5-2
Contents
6 - Insert Feeder Material
Inserts and Business Reply Envelopes......................6-2
Loading Tips.........................................................6-2
Insert Feeder Materials Reference Table..............6-3
7 - Document Printer Preventive Maintenance
and Toner Usage
Scheduled Printer Preventive Maintenance...............7-2
Toner Yield..................................................................7-2
Setting the Printer Resolution to 300 DPI.............7-3
Setting the Print Darkness to Lighter or Lightest..7-3
Turning Toner Saver On........................................7-4
Page Coverage.....................................................7-4
Replica of Sample Page Showing
5% Print Coverage...............................................7-6
8 - General Machine Preventive Maintenance
System Preventive Maintenance................................8-2
General..................................................................8-2
Maintenance Log..................................................8-2
Pre-Service System Check with Remote
Diagnostics............................................................8-3
System Preventive Maintenance Schedule..........8-4
iii
Contents
Appendices
A - Introduction to Paper
How Paper Is Made...................................................A-2
Paper Characteristics.................................................A-4
Moisture................................................................A-4
Wire and Felt Sides (of a Sheet of Paper)............A-5
Surface Coating or Finish....................................A-5
Body or Strength or Material................................A-5
Understanding Paper Ream Labels...........................A-6
B -Collation Total Thickness Limits
Total Thickness Limits................................................B-2
Total Thickness Worksheet........................................B-2
Index
iv
Contents

List of Illustrations and Tables

Figure Description Page
3-1 Grain Long and Grain Short Direction...............3-3
3-2 Checking Grain Direction..................................3-4
3-3 Aerating Paper Before Loading.........................3-6
3-4 Flexing Paper Before Loading...........................3-7
3-5 Perforated Stock Specifications for
DocuMatch™.......................................................3-8
4-1 Envelope Curling Can Cause Problems............4-5
4-2 Window Envelope Standard for DocuMatch™...4-7 4-3 DocuMatch™ Specifications for #10
Envelope Dimensions........................................4-11
7-1 Reduced Replica of 8-1/2 x 11" Sample
Page With 5% Page Coverage..........................7-6
A-1 How Paper Is Made..........................................A-2
A-2 Two Sides of a Sheet of Paper...........................A-3
A-3 Understanding Paper Ream Labels..................A-6
Table Description Page
2-1A DocuMatch
2-1B DocuMatch™ Mail Materials Reference.............2-5
2-1C DocuMatch™ Mail Materials Reference.............2-6
3-1 Document Printer Materials Reference.............3-5
3-2 Letterhead Paper Loading Guidelines for
C-Fold and Z-Fold.............................................3-7
4-1 Envelope Trade Numbers and Sizes.................4-3
4-2 Envelope Materials Reference...........................4-12
5-1 Cut Sheet Feeder Materials Reference.............5-4
6-1 Insert Feeder Materials Reference....................6-3
7-1 Estimated Toner Yield........................................7-5
8-1 System Preventive Maintenance Schedule.......8-4
Mail Materials Reference.............2-4
v
vi
Chapter 1

Introduction

In this chapter:
Purpose of This Guide.....................................................1-2
Who Should Read This Guide..........................................1-2
1-1
1 • Introduction

Purpose of This Guide

We have designed the DocuMatch™ Mail Materials Reference Guide as a handy reference tool to provide you with useful information about mailpiece materials. This guide will help you to identify the proper materials to use and to determine whether certain materials are within specifications. We have also included some preventive maintenance recommendations.
The ultimate goal of this guide is to help you to make your DocuMatch system and your DocuMatch mail jobs run at optimum efficiency.

Who Should Read This Guide

Our Pitney Bowes customers, Customer Service Field Representatives, Sales Representatives, and visitors to our Pitney Bowes internet/intranet web sites are encouraged to refer to this guide frequently for quick access to information about mailpiece materials.
This booklet is small enough to carry with you as needed for visits to the post office, office supplies vendors, or your other office locations.
1-2
DocuMatch™ Mail Materials Reference Guide
Chapter 2

General Material Specifications and Storage

In this chapter:
Handling and Storage Tips..............................................2-2
Definition of Mail Materials............................................2-2
Handling.........................................................................2-2
Storage...........................................................................2-2
Rotation..........................................................................2-3
Locally-Manufactured Materials....................................2-3
Mail Materials Reference Table........................................2-4
Collation Total Thickness Limits.......................................2-6
Materials Not Suitable for DocuMatch™...........................2-7
2-1
2 General Material Specifications and Storage

Handling and Storage Tips

Definition of Mailing Materials

For the purposes of this guide, when we refer to mail materi­als, we mean:
paper;
envelopes;
cut sheets;
inserts.
Handling
Whenever you transport material, handle it with care. Careful handling will extend the usable life of the material and main­tain machine productivity.
Avoid exposing cartons of materials to the elements. Pro­longed exposure to intense sunlight, high humidity, and so on, can compromise the performance of material.

Storage

Store materials in a controlled environment. These cautions apply:
Store materials away from moisture if possible. A nominal temperature range of 68-75 degrees F (21-24 degrees C), 50% humidity, is recommended. Since envelope formula­tions vary, it may be helpful to experiment with tempera­ture and humidity limits above and below the specified nominal figure. This will help determine the values for achieving best productivity with material. It is best to accumulate data over a period of several weeks for each value of temperature and humidity.
2-2
DocuMatch™ Mail Materials Reference Guide
General Material Specifications and Storage • 2
Store cartons of materials at least six inches away from
masonry walls to prevent absorption of moisture. Keep cartons on skids or shelves, but never directly on floors. Remember that a very dry environment produces static, which causes material to cling together. Humid conditions may make paper limp and difficult to handle and may cause curl.
Do not stack cartons more than five feet high; any higher,
and you can deform the bottom cartons and damage the envelopes. Stack cartons so that all envelopes stand on edge. The lid of the box should be uppermost when stacked. Boxes should remain closed until envelopes are required.

Rotation

Rotate the stock, noting the following points:
Control the inventory. Rotate the stock, using the oldest
stock first (first in, first out).
If your storage area is compatible with our storage envi-
ronment guidelines (see previous section) and your work area is not, transfer cartons from the storage area to the work area no more than several hours before use.
If your work area is compatible with our storage environ-
ment guidelines (see previous section) and your storage area is not, transfer cartons from the storage area to the work area at least 24 hours before use.
Do not remove envelope or enclosure boxes from their
cartons until you are ready to load them on the work table.

Locally-Manufactured Materials

If you live in an extreme climate, we recommend that you buy mailing materials manufactured locally. By doing this, you may avoid significant changes in environmental conditions that may cause performance problems.
DocuMatch™ Mail Materials Reference Guide
2-3
2 General Material Specifications and Storage
Table 2-1A
DocuMatch™ Mail Materials Reference
Source Minimum Requirements Performance Tips
Doc. Printer (Laser Printer)
Insert Feeder
8-1/2 x 11"
Xerographic copy
paper, 20-24 lb. bond
24 lb. paper may be
microperfed (see page 3-8 for details).
Grain long
Pre-folded Inserts (C-fold, 1/3 size):
3 x 5" to 3-7/8 x
8-7/8"
20 lb. bond
24 lb. bond
50-80 lb. coated offset
50-70 lb. uncoated
offset
80 lb. uncoated offset,
smooth
BREs:
#9 standard envelope
(3-7/8 x 8-7/8")
Check size
(3-5/8 x 8-5/8")
Some preprinted
letterhead paper or previously copied paper may cause feeder problems and should be tested first.
Avoid recycled
materials.
Pre-folded Inserts (C-fold, 1/3 size):
Do not use Z-fold
material.
Material that is highly
varnished will contaminate the feed belts.
Do not use light-weight
inserts less than 16 lb.
Do not use any inserts
with significant curl.
BREs:
Closed flap with or
without window
You may also use
#8-5/8 and #7 BREs.
2-4
20-24 lb. bond, all
types, smooth, glossy, or flat
Postcards:
As above (includes
7-point reply)
Postcards:
Thickness range:
0.007" to 0.0095"
DocuMatch™ Mail Materials Reference Guide
General Material Specifications and Storage • 2
Table 2-1B
DocuMatch™ Mail Materials Reference
Source Minimum Requirements Performance Tips
Cut Sheet Feeder (Flat Sheets)
8-1/2 x 11"
Xerographic copy
paper 20-32 lb. bond
60-80 lb. offset
Grain long
3/8" curl maximum
Dimensional tolerance
is ± 1/32"
Glossy materials may
be used but must not be statically charged.
Materials that are
varnished on both sides and are very slick must be tested first.
Avoid recycled
materials.
Heavier materials may
not perform as well. Test them first.
The fourth sheet of a
four-page document cannot be a 50 lb. or 60 lb. cut sheet.
Do not use laser-
printed paper.
DocuMatch™ Mail Materials Reference Guide
2-5
2 General Material Specifications and Storage
Table 2-1C
DocuMatch™ Mail Materials Reference
Source Minimum Requirements Performance Tips
Envelope Printer
Use only #10 size
(4-1/8 x 9-1/2").
Dimensions from
envelope to envelope should not vary more than ± 1/16".
24-28 lb. bond basis
weight
Guidelines for curl:
» 1/4" curl maximum
on any one corner
» 3/8" combined curl
maximum for entire envelope
» 1/8" curl maximum
on flap
Guidelines for
window:
» 1-1/8" high
» 4-1/2" wide
» 7/8" from left edge
of envelope
» 5/8" from bottom
edge of envelope
Avoid weights less
than 24 lb. bond.
Web-fed preferred
over die-cut.
Side seam better than
diagonal seam.
Side seam preferred
over executive or commercial.
Avoid recycled
materials.
Window envelopes
may be used, but any window material must be secured with no loose edges.
Do not use open-
faced window envelopes.

Collation Total Thickness Limits

For reliable inserting, the total thickness of the entire collation to be inserted into the envelope must be limited to 0.060 in. You can estimate the thickness using the table in Appendix B.
2-6
DocuMatch™ Mail Materials Reference Guide
General Material Specifications and Storage • 2

Materials Not Suitable for DocuMatch

The materials listed below are not suitable for use with the DocuMatch system:
Blueprint and Brownprint Book covering materials Book papers—coated Book papers—uncoated Bristol Carbon paper Carbonless paper Cut-size duplicating Groundwood Labelsdry gummed Labelsheat sealed Labelspressure sensitive Ledger Lightweight
Manifold Newsprint Non-paper substrates Paperboard Pressure-sensitive paper, films and foils Publication paper—coated Publication paper—uncoated Recycled paper Supercalendered paper Ta g Text and cover Tyvek
DocuMatch™ Mail Materials Reference Guide
2-7
Chapter 3

Paper for Document Printer

In this chapter:
Recycled Paper.................................................................3-2
Paper Weights..................................................................3-2
Grain..................................................................................3-3
Methods for Determining Grain..................................3-3
Paper for DocuMatch™ Document Printer.......................3-5
Document Printer Materials Reference Table.............3-5
Storage Tips...............................................................3-6
Loading Tips...............................................................3-6
Perforated Stock Specifications For DocuMatch
....3-8
3-1
3 Paper for Document Printer

Recycled Paper

In the past few years recycled paper has grown in popularity. Constant testing of recycled paper for feeding on DocuMatch systems is ongoing. Sometimes recycled paper lacks body, which can cause problems in paper feeding. Use of recycled paper may also cause problems with the opening of envelope flaps and the insertion of mailpieces into envelopes. Conse­quently, it is important to submit all samples of materials for any application to your Pitney Bowes specialist for approval.

Paper Weights

An important specification to consider is paper weight. The DocuMatch system has specific minimum and maximum paper weights that can be processed. Staying within these specifications will maximize the system's overall performance.
In the U.S., the weight is given in pounds for one ream (500 sheets) of a specific size of paper. For bond or copier paper this specific size is 17 x 22 in. Since 8-1/2 x 11 in. paper is one-fourth the size of 17 x 22, a ream of 20-pound bond paper will weigh one-fourth of 20, or five pounds.
Other types of paper have different reference sizes. Offset or book paper, often used for cut sheets in the DocuMatch, has a reference size of 25 x 38 inches. Thus, 20-pound bond paper corresponds to 50-pound offset paper.
Outside the U.S., paper weight is measured in grams per square meter (gsm or g/m2). Twenty-pound bond paper corresponds to 75 grams per square meter.
3-2
DocuMatch™ Mail Materials Reference Guide
Paper for Document Printer • 3

Grain

Since it is easier to fold along the length of the fibers rather than across them, consider the grain direction when folding papers that are close to the machine's maximum weight specifications. The bulk of the fibers will give resistance to folding. Consideration must also be given to grain direction when folding multiple sheets.
At times it may be necessary to determine paper grain direc­tion. Often, the package of paper will have the grain direction indicated, but if this is not the case, you can use one of the following three methods to determine paper grain.

Methods for Determining Grain

Method 1 (Figure 3-1)
From a sheet of paper, cut a strip approximately 1 inch (25mm) wide. Moisten one side of the strip. This will cause the paper to curl according to its grain direction as illustrated in Figure 3-1. The fibers will not curl and therefore the paper curls in such a way that it stays flat in the direction of the grain.
Figure 3-1 Grain long direction (left) and grain short direction (right).
DocuMatch™ Mail Materials Reference Guide
3-3
3 Paper for Document Printer
Method 2 (Figure 3-2)
Tear off (as opposed to cutting) a piece of paper. A strip torn with the grain will tend to have a much smoother edge than one torn across the grain.
Some experience with paper is necessary to identify whether the edge is smooth or rough when using this method. If in doubt, use one of the other methods mentioned here.
When using Method 2 to determine grain direction, the paper will tear more evenly along the grain and should show a distinct curl in the direction of the grain, when moistened.
Figure 3-2 Checking grain direction.
Method 3
Again, take a piece of paper, but this time fold it in half along its length, open it, and then fold along its width. When you open it again and look at the folded edges, you will see one edge that is very fine where you have folded in the direction of the grain, while the other edge is ragged where you have had to bend the fibers across the grain.
3-4
DocuMatch™ Mail Materials Reference Guide
Paper for Document Printer • 3

Paper for DocuMatch Document Printer

Table 3-1
Document Printer Materials Reference
Source Minimum Requirements Performance Tips
Doc. Printer (Laser Printer)
8-1/2 x 11"
Xerographic copy
paper, 20-24 lb. bond
24 lb. paper may be
microperfed (see pg. 3-6 for details).
Grain long
Some preprinted
letterhead paper or previously copied paper may cause feeder problems and should be tested first.
Avoid recycled
materials.
The document printer works best with 20-pound Xerographic paper made for use in laser printers or Xerographic copiers. For mail generation, the printer accepts 8-1/2 x 11 in. paper only. If you're using the printer in stand-alone mode, it ac­cepts a wide range of sizes.
Avoid using offset printer paper, which looks like copier paper but is made differently and tends to be very dusty.
Finally, document printer paper should always be grain long. Paper made for laser printers is almost always grain long; but if you have any doubts, check the wrapper or use the tear test described in the previous section.
DocuMatch™ Mail Materials Reference Guide
3-5
3 Paper for Document Printer

Storage Tips

Here are some helpful storage tips.
Always store paper in its moisture-proof wrapper until you're ready to use it.
Store preprinted forms and letterhead stock in moisture­proof wrappers until needed.
If the wrapper indicates a side to be imaged first (usually this means the arrow on the wrapper points up) and you are using a DocuMatch
system equipped with a Canon
printer, always load the paper with that side up.
If the wrapper indicates a side to be imaged first (usually this means the arrow on the wrapper points up) and you are using a DocuMatch system equipped with a Lexmark printer, always load that side down if you are printing one side only (simplex), up if you are printing both sides (duplex).

Loading Tips

To reduce the chance of sheets sticking together, aerate (fan) and flex the paper back and forth before loading. Do NOT fold or crease the paper. Straighten the edges of the pack by tapping it on a level surface. (See Figures 3-3 and 3-4).
3-6
Figure 3-3 Aerating paper before loading
DocuMatch™ Mail Materials Reference Guide
Paper for Document Printer • 3
Figure 3-4 Flexing paper before loading
CAUTION: Don't use torn, wrinkled, or creased paper, or
paper with a curled, bent, or wavy edge.
Load the paper on the bottom of the paper trays about an
inch at a time. Line it up against the left side of the tray.
Don't overfill the trays.
If you're adding paper to a tray, put the new paper on the
bottom so that unused paper won't stay in the tray longer than necessary.
Table 3-2 provides the proper guidelines for loading letterhead paper which you intend to have either C-folded or Z-folded.
Table 3-2
Letterhead Paper Loading Guidlines for C-Fold and Z-fold
Document Printer
Lexmark (Single-Sided)
Lexmark (Duplex)
Canon (Single-Sided)
DocuMatch™ Mail Materials Reference Guide
C-Fold Z-Fold
Load paper face down, bottom edge leading
Load paper face up, top edge leading
Load paper face down, top edge leading
Load paper face up, bottom edge leading
Load paper face up, top edge leading
Load paper face up, bottom edge leading
3-7
3 Paper for Document Printer

Perforated Stock Specifications for DocuMatch

Perforated paper can cause problems if you don't select it carefully. For your perforated stock to work well with DocuMatch, we suggest you follow the specifications listed below when discussing your future perforated stock orders with your business forms supplier.
24 lb. bond only
Microperf should be 66 holes per inch (66 TPI) and have a
0.008 in. tie.
Your business forms supplier may locate the perf at any location on the page, but locating perfs on fold lines may be difficult due to tolerances. For best performance, you should located the perf within the bottom folded third of the page (at the bottom end of the page). Since fold lines are approximately 3-5/8 in. from either end of the page, your supplier should avoid putting perfs in the range of 3-1/2 to 3-3/4 in. from the top or bottom edge of the page to assure clean-tearing perfs.
Another way to convey the required specifications to your business forms suppliers is to simply show them the illustration in Figure 3-5:
3-8
Figure 3-5 Graphic representation of perforated stock specifications for DocuMatch
DocuMatch™ Mail Materials Reference Guide
Paper for Document Printer • 3
If you have an application requiring the use of perforated stock, please consult your local Pitney Bowes Customer Service Representative. He or she will evaluate your applica­tion and recommend the best approach before you order stock from your business forms supplier.
Important:
Do not use grain short paper, recycled paper, or paper coated with lacquer. These materials can cause severe performance problems with your DocuMatch mail jobs. Using out-of-spec material will cause jams in the laser printer and the accumula­tor.
DocuMatch™ Mail Materials Reference Guide
3-9
Chapter 4

Envelopes

In this chapter:
Overview of Envelopes.....................................................4-2
Envelope Quality.........................................................4-2
Envelope Size.............................................................4-2
Envelope Type.............................................................4-2
Die-Cut..................................................................4-2
Web-Fed................................................................4-3
Envelope Style............................................................4-4
Envelope Curl.............................................................4-4
Window Envelopes.....................................................4-6
Standard Window Dimensions.............................4-7
Envelope Seal Flap and Gum.....................................4-8
Storage........................................................................4-8
Loading Tips...............................................................4-9
Envelope Guidelines for DocuMatch™.............................4-10
Envelope Style and Type...........................................4-10
Envelope Size and Weight.........................................4-10
#10 Envelope Specifications......................................4-11
Envelope Materials Reference Table..........................4-12
4-1
4 Envelopes

Overview of Envelopes

Envelope Quality

We cannot over-emphasize the importance of using good envelopes. To maximize the productivity of the DocuMatch system you should use high quality envelopes that are the correct size and texture to accept materials consistently and accurately.
To ensure the highest level of productivity, all envelopes should conform to the guidelines discussed in this guide. You may want to discuss these guidelines with your envelope supplier. If you have any questions that are not covered here, please contact your Pitney Bowes DocuMatch specialist for additional technical assistance.

Envelope Size

One way we classify envelopes is by size. The envelope manufacturing industry has assigned trade numbers for various sizes of envelopes. Table 4-1 on the next page lists these designated trade numbers with their respective enve­lope sizes.
Note that the envelope trade number is slightly larger than the envelope width. For example, a #10 envelope is actually 9-1/2 inches wide.

Envelope Type

We also classify envelopes by type, that is, by the type of manufacturing process that created them die-cut or web­fed. Each envelope type has unique characteristics as a result of its manufacturing process, the main differences being in flap and seam construction.
Die-Cut Envelopes
When die cut envelopes are manufactured, a die is placed upon a ream of paper. The die is pressed down under pres­sure by machinery or by hand. It is then removed, emptied, and the paper is moved to printing, gluing, and folding ma­chines.
4-2
DocuMatch™ Mail Materials Reference Guide
Table 4-1
Envelope Trade Numbers and Sizes
Trade Number Name Envelope Size (inches)
6 1/4 3-1/2 x 6
6 3/4 3-5/8 x 6-1/2
7 3-3/4 x 6-3/4
Monarch 3-7/8 x 7-1/2
Data Card 3-5/8 x 7-3/4
Check Size 3-5/8 x 8-5/8
9 3-7/8 x 8-7/8
10 4-1/8 x 9-1/2
11 4-1/2 x 10-3/8
12 4-3/4 x 11
14 5 x 11-1/2
Envelopes 4
The die-cutting process is generally used for short runs and specialty envelopes. Because of the height of the paper stack, the dimensions for die cut envelopes tend to vary.
Web-Fed Envelopes
When web-fed envelopes are manufactured, a large roll of paper called a web is fed into a machine where it is cut, printed, glued, folded, and in some cases, a panel is cut out and a window patch is added.
This process is generally used for large volume runs of enve­lopes. The quality of web-fed envelopes tends to be more consistent compared to die-cut envelopes and is the pre­ferred type.
DocuMatch™ Mail Materials Reference Guide
4-3
4 Envelopes

Envelope Style

Within the two basic envelope types (die-cut or web-fed) there are several different envelope styles: commercial, side seam, and executive. The commercial style envelope is by far the most popular, followed by executive, then by side seam. For DocuMatch use, side seam envelopes work best (see pages 4-10 and 4-12).

Envelope Curl

Envelope curl or twist (caused by improper storage or handling) should not exceed 1/4 in. at any one corner when the envelope is placed on a flat surface. Total com- bined envelope curl (at the corners or in the body of the envelope) should not exceed 3/8 in.
The flap must not exceed 1/8 in. curl.
Envelopes that have a curl at more than one location can cause poor envelope feeding. Refer to Figure 4-1 on page 4-5.
Folds, especially along the bottom edge of the envelope, should be crisp and uniform.
Executive and commercial envelopes are more susceptible to curl because the grain direction is diagonal. That is why side seam envelopes are preferable.
4-4
DocuMatch™ Mail Materials Reference Guide
Curled Flap
Curling should not exceed 1/4" (6.4 mm) at any location.
Figure 4-1 Envelope curling can cause problems
Envelopes 4
DocuMatch™ Mail Materials Reference Guide
4-5
4 Envelopes

Window Envelopes

Window envelopes come in different types and raise different issues. The types used are open-face, glassine, DWF (Dow Window Film
An envelope may have a window or be open-face (without a patch). A patch is a transparent covering that is placed over the window from the inside. Three different patch materials are available for window envelopes.
Glassine This patch material is the most opaque and has
) and Trycite™.
rarely been used over the past 10 years. When
the glassine window (a paper product) is glued
to the envelope, both surfaces become wet.
They do not dry at the same rate. This results in
wrinkling and puckering of the patch. Since
glassine is a paper product, it is recyclable.
DWF Dow Window Film
(DWF) is by far the most popular window patch. It will allow for scanning readability while providing a measure of security. By security, we mean if someone tries to examine the contents of the envelope through the window, the patch material will cloud their vision. Readability is excellent only when material is held against the patch material. DWF is a petroleum, not paper-based product, and does not wrinkle or pucker during the drying process. Because it is petroleum­based, it is not recyclable like paper. DWF is sometimes referred to as “Poly-Klear.
Trycite This type of patch material is usually on
expensive, high grade envelopes. Readability by post office scanning equipment is poor due to the reflectiveness or glare of this patch material. Trycite is also called cellophane or Krystal-Klear.
4-6
DocuMatch™ Mail Materials Reference Guide
Envelopes 4
When using window envelopes, be sure they are made for machine insertion. The patch has to be securely glued onto the inside body of the envelope 1/8 in. over the edges of the window opening. This helps the collated set to be inserted cleanly without the edges of the material being caught by a poorly glued window patch. An open-face envelope (no
patch) cannot be used on the DocuMatch
of a standard window envelope is shown below.
Standard Window Dimensions
Here is the industry standard for window dimensions (Figure 4-2).
1-1/8 in. high
4-1/2 in. wide
7/8 in. from left edge
1/2 in. from bottom edge (must be 5/8 in. for DocuMatch)
system. A figure
5/8"
Figure 4-2 The standard for window envelopes to be used with DocuMatch
DocuMatch™ Mail Materials Reference Guide
4-7
4 Envelopes

Envelope Seal Flap and Gum

Mechanical sealing requires seal flap gum that is uniform and adheres quickly and firmly when moistened. To prevent the inserting operation from pulling the envelope apart, the seams must also be securely glued.
Any inserting machine will jam if there is even the slight­est tendency for the seal flap to adhere to the envelope's back. On many styles of envelopes, the seal flap gum is the
first adhesive applied, and it is dried before the envelope goes through the folding and seam gumming process. During the manufacturing of die-cut envelopes, for instance, the enve­lope does not go through another drying process. This trans­lates to the seam gum being damp when the envelopes are packed into boxes. The compression of the envelopes in the boxes may cause the damp seam gum to remoisten the seal flap gum, which in turn, may cause the flap to tack. This chain of events can cause problems during the insertion process.
When you are ordering envelopes from your business forms vendor or supplier, you should make it clear that you require envelopes designed for automatic insertion. A knowledgeable vendor should be able to review the DocuMatch requirements in this chapter and supply you with the kinds of envelopes that will optimize your DocuMatch mail jobs.
envelope

Storage

Because of the glue used in their construction, proper storage is especially important for envelopes. If they become too dry, some envelopes will develop curled flaps, which can cause flap opening problems. Too much moisture can cause enve­lopes to warp or curl excessively, which can cause feeding problems. Always store envelopes in closed boxes until ready for use. It is best to remove the envelopes from the DocuMatch™ hopper and return them to a box if you know the system will be idle for several hours or overnight.
4-8
DocuMatch™ Mail Materials Reference Guide
Envelopes 4

Loading Tips

Always follow the envelope loading instructions on the enve­lope printer carefully. When you load envelopes correctly, the back of the stack in the hopper will be smooth, with a smooth curve near the bottom of the hopper directed toward the printer, and no sudden offsets in the stack.
DocuMatch™ Mail Materials Reference Guide
4-9
4 Envelopes

Envelope Guidelines for DocuMatch

Envelope Style and Type for DocuMatch

For optimum DocuMatch performance, we recommend you use high quality, web-fed, side seam envelopes designed for automatic insertion. You may also use commercial style or executive style, but side seam is preferable.
Make sure the flap and throat dimensions comply with our published specifications (see Figure 4-3 on page 4-11).
For optimum DocuMatch performance, printed (non-window) envelopes work best. If you are using window envelopes, make sure they comply with our DocuMatch window envelope requirements (see Figure 4-2 on page 4-7 and Table 4-2 on page 4-12).

Envelope Size and Weight for DocuMatch

The envelope printer handles only #10 size envelopes (9-1/2 x 4-1/8 in. ± 1/16 in.). Envelopes with a basis weight of 24 pounds work best, but you can use 28-pound envelopes also. Lighter weight envelopes tend to cause problems in the envelope transport.
Refer to Figure 4-3 on the following page for an illustration of the DocuMatch specifications for #10 envelope dimensions.
4-10
DocuMatch™ Mail Materials Reference Guide
Envelopes 4

#10 Envelope Specifications for DocuMatch

Figure 4-3 DocuMatch specifications for #10 envelope dimensions
DocuMatch™ Mail Materials Reference Guide
4-11
4 Envelopes
Table 4-2
Envelope Materials Reference
Source Minimum Requirements Performance Tips
Envelope Printer
Use only #10 size
(4-1/8 x 9-1/2").
Dimensions from
envelope to envelope should not vary more than ± 1/16".
24-28 lb. bond basis
weight
Guidelines for curl:
» 1/4" curl maximum
on any one corner
» 3/8" combined curl
maximum for entire envelope
» 1/8" curl maximum
on flap
Guidelines for
window:
» 1-1/8" high
» 4-1/2" wide
» 7/8" from left edge
of envelope
» 5/8" from bottom
edge of envelope
Avoid weights less
than 24 lb. bond.
Web-fed preferred
over die-cut.
Side seam better than
diagonal seam.
Side seam preferred
over executive or commercial.
Avoid recycled
materials.
Window envelopes
may be used, but any window material must be secured with no loose edges.
Do not use open-
faced window envelopes.
4-12
DocuMatch™ Mail Materials Reference Guide
Chapter 5

Cut Sheet Feeder Material

In this chapter:
Cut Sheets for DocuMatch™............................................5-2
Grain Orientation.........................................................5-2
Glossy Materials.........................................................5-2
Static Charge..............................................................5-2
Loading Tips...............................................................5-3
What to Watch For.....................................................5-3
Cut Sheet Feeder Materials Reference Table.............5-4
..
5-1
5 Cut Sheet Feeder Material
Cut Sheets for DocuMatch
The DocuMatch cut sheet feeders are designed to work reliably with a wide range of materials, including 20- or 24­pound Xerographic bond paper and 50- to 80-pound coated and uncoated offset paper, with a variety of finishes. There are, however, some materials and storage conditions that can cause problems.

Grain Orientation

When you order offset printed materials for use in the Docu­Match, be sure to specify grain long orientation for the printed sheets. Grain long paper feeds better because it's stiffer in the direction of the feed. If you have feeding problems, check the grain direction as described in Chapter 3, pages 3-3 through 3-4.

Glossy Materials

Spot varnished materials generally work well, but glossy stock with varnish covering the whole sheet is sometimes so slip­pery that it causes problems in the folder.

Static Charge

Materials with a high static charge can cause feeding prob­lems. This usually occurs when humidity is very low. If you find that sheets tend to stick to each other and you can’t correct the problem by aerating the paper stack, the static charge is probably too high for reliable feeding. You may have to operate the DocuMatch in a controlled environment. Some­times the addition of a release agent (such as talc) in the manufacturing process of the cut sheets helps to reduce static problems.
5-2
DocuMatch™ Mail Materials Reference Guide
Cut Sheet Feeder Material • 5

Loading Tips

When loading the cut sheet feeders, start by pushing any materials already in the feeder square against the feeder’s left stop.
Fan the new materials and load them so that the whole stack is square against the left stop. Make sure you load the newer materials under the older materials.
Do not fill the feeders above the indicated line.
Do not mix materials within a tray.

What to Watch For

Highly-charged (static) materials
Curled or dog-eared materials
Damaged materials
Very high or very low humidity conditions
Photocopied material
NOTE: The most difficult applications seem to be photo­copied material, due to residual static charge and curl. Allowing photocopied materials to “rest” for several hours and then carefully fanning the materials often helps.
Do not use paper run through a laser printer. Such sheets will have a tendency to curl due to the nature of the print generated by the laser printer.
DocuMatch™ Mail Materials Reference Guide
5 -3
5 Cut Sheet Feeder Material
Table 5-1
Cut Sheet Feeder Materials Reference
Source Minimum Requirements Performance Tips
Cut Sheet Feeder (Flat Sheets)
8-1/2 x 11"
Xerographic copy
paper 20-32 lb. bond
60-80 lb. offset
Grain long
3/8" curl maximum
Dimensional tolerance
is ± 1/32"
Glossy materials may
be used but must not be statically charged.
Materials that are
varnished on both sides and are very slick must be tested first.
Avoid recycled
materials.
Heavier materials may
not perform as well. Test them first.
The fourth sheet of a
four-page document cannot be a 50 lb. or 60 lb. cut sheet.
Do not use laser-
printed paper.
5-4
DocuMatch™ Mail Materials Reference Guide
Chapter 6

Insert Feeder Material

In this chapter:
Inserts and Business Reply Envelopes............................6-2
Loading Tips...............................................................6-2
Insert Feeder Materials Reference Table....................6-3
6-1
6 Insert Feeder Material

Inserts and Business Reply Envelopes

The insert feeder accepts materials ranging from 3 x 5 in. (a minimum-size postcard) to #9 envelopes (3-7/8 x 8-7/8 in. ± 1/16 in.). You can also use C-folded 8-1/2 x 11 in. sheets that have the same material characteristics as those specified for the cut sheet feeders. Cards can range in thickness from 0.007 to 0.0095 in. Envelopes can be 24- to 28-pound bond and should be loaded with the flaps up and to the left.

Loading Tips

To load the insert feeder:
1. Push the paddle to the left and place the materials vertically in the feeder.
2. Make sure all the materials are to the left of the tabs at the bottom right-hand end of the feeder.
3. Adjust the side guides so that they rest gently on the sides of the materials, leaving a gap of about 1/16 in. (about the thickness of a dime).
4. If the tray is not full, slide the paddle to the right to support the materials. Be careful not to overfill the tray or push the paddle too hard against the stack. If the materials are packed in too tightly, the first several pieces won't feed reliably.
6-2
DocuMatch™ Mail Materials Reference Guide
Insert Feeder Material • 6
Table 6-1
Insert Feeder Materials Reference
Source Minimum Requirements Performance Tips
Insert Feeder
Pre-folded Inserts (C-fold, 1/3 size):
3 x 5" to 3-7/8 x
8-7/8"
20 lb. bond
24 lb. bond
50-80 lb. coated offset
50-70 lb. uncoated
offset
80 lb. uncoated offset,
smooth
BREs:
#9 standard envelopes
(3-7/8 x 8-7/8")
Check size
(3-5/8 x 8-5/8")
24-28 lb. bond, all
types, smooth, glossy, or flat
Pre-folded Inserts (C-fold, 1/3 size):
Do not use Z-fold
material.
Material that is highly
varnished will contaminate the feed belts.
Do not use light-weight
inserts less than 16 lb.
Do not use any inserts
with significant curl.
BREs:
Closed flap with or
without window
You may also use
#8-5/8 and #7 BREs.
Postcards:
Postcards:
As above (includes
7-point reply)
Thickness range:
(0.007" to 0.0095")
DocuMatch™ Mail Materials Reference Guide
6-3
Chapter 7

Document Printer Preventive Maintenance and Toner Usage

In this chapter:
Scheduled Printer Preventive Maintenance.....................7-2
Toner Yield........................................................................7-2
Setting the Print Resolution to 300 DPI......................7-3
Setting the Print Darkness to Lighter or Lightest........7-3
Turning Toner Saver On..............................................7-4
Page Coverage...........................................................7-4
Replica of Sample Page Showing 5%
Print Coverage............................................................7-6
..
7-1
7 Document Printer Preventative Maint & Toner Usage

Scheduled Printer Preventive Maintenance

For a DocuMatch
equipped with a Lexmark printer’s operator panel displays the message 80 Scheduled Maintenance at each 250,000 page count interval. When this occurs, call Pitney Bowes to perform preventive maintenance on your printer.
For a DocuMatch equipped with a Canon™ printer, at each 200,000 page interval you must contact Pitney Bowes to have a Customer Service Representative perform preventive maintenance on your printer.
printer, the

Toner Yield

If you have the Lexmark printer version of DocuMatch, you can achieve maximum toner yield by:
setting the DocuMatch print resolution to 300 DPI;
setting the print darkness to Lighter or Lightest;
turning toner saver ON.
Refer to the steps listed on pages 7-3 and 7-4 to learn how to make these adjustments.
7-2
DocuMatch™ Mail Materials Reference Guide
Document Printer Preventative Maint & Toner Usage • 7

Setting Print Resolution to 300 DPI for a DocuMatch with Lexmark Printer

1. Check that the Lexmark printer operator panel displays Ready.
2. Press the right Menu button until QUALITY MENU appears.
3. Press the Select button.
4. Press the right Menu button until QUALITY MENU Print Resolution appears.
5. Press the Select button.
6. Press the right or left Menu button to lower Print Resolution to 300 dpi.
7. Press the Select button. The operator panel briefly displays Print Resolution SAVED, then displays QUALITY MENU Print Resolution.
8. Press the Return button twice to return to Ready.

Setting Print Darkness to Lighter or Lightest for a DocuMatch with Lexmark Printer

1. Check that the Lexmark printer operator panel displays Ready.
2. Press the right Menu button until QUALITY MENU appears.
3. Press the Select button.
4. Press the right Menu button until QUALITY MENU Print Darkness appears.
5. Press the Select button.
6. Press the right or left Menu button to lower Print Darkness as you wish: Darkest, Darker, Normal, Lighter, Lightest.
7. Press the Select button. The operator panel briefly displays Print Darkness SAVED, then displays your new default Print Darkness setting, for example, PRINT DARKNESS=Lighter.
8. Press the Return button twice to return to Ready.
DocuMatch™ Mail Materials Reference Guide
7-3
7 Document Printer Preventative Maint & Toner Usage

Turning Toner Saver ON for a DocuMatch with Lexmark Printer

1. Check that the Lexmark printer operator panel displays Ready.
2. Press the right Menu button until QUALITY MENU appears.
3. Press the Select button.
4. Press the right Menu button until QUALITY MENU Toner Saver appears.
5. Press the Select button.
6. If the operator panel displays Toner Saver=On, press the Return button twice to return to Ready. Disregard the remaining steps.
7. If the operator panel displays Toner Saver=Off, press the right Menu button until Toner Saver=On appears.
8. Press the Select button. The operator panel briefly displays Toner Saver SAVED, then QUALITY MENU Toner Saver.
9. Press the Return button twice to return to Ready.

Page Coverage

Toner yield for the document printer is greatly affected by the amount of page coverage on a particular document. In the Lexmark version of DocuMatch, the 17,600-page yield is based on 5% coverage. There are many other variables (including the type of image on the page) that cause this yield to vary by as much as ± 20%.
As of now, there is no commonly accepted industry standard by which to measure cartridge yield. Manufacturers are working to create a standard in the near future.
Table 7-1 lists estimated toner yield ranges in relation to page coverage for a DocuMatch with Lexmark printer model Optra S™.
7-4
DocuMatch™ Mail Materials Reference Guide
Document Printer Preventative Maint & Toner Usage • 7
Table 7-1
Estimated Toner Yield
Coverage Nominal Min Max
5.0% 17,600 14,960 20,240
5.5% 16,000 13,600 18,400
6.0% 14,667 12,467 16,867
6.5% 13,538 11,508 15,569
7.0% 12,571 10,686 14,457
7.5% 11,733 9,973 13,493
8.0% 11,000 9,350 12,650
8.5% 10,353 8,800 11,906
9.0% 9,778 8,311 11,244
9.5% 9,263 7,874 10,653
10.0% 8,800 7,480 10,120
Estimated toner yield in relation to page coverage for a DocuMatch with Lexmark printer model Optra S.
Note:
A cartridge is considered to have reached end-of-life after
it has been removed, shaken, and reinstalled at Toner Low notification 3 times.
The estimates in Table 7-1 are for text-only documents.
Graphics will lower the yields by as much as 10%.
Switching to Toner Saver mode can increase yield by as
much as 20%.
Remember the yield is number of prints! If a mailpiece has
two pages, the yield for mailpieces is half. If you use the duplex function, the number of mailpieces is half.
Figure 7-1 on the following page shows a reduced replica of an 8-1/2 x 11 in. sample printed page with 5% coverage.
DocuMatch™ Mail Materials Reference Guide
7-5
7 Document Printer Preventative Maint & Toner Usage
INTEROFFICE MEMORANDUM
TO: Cathy Jones
FROM: Michael Smith
SUBJECT: The Typical Printed Page
DATE: 10/11/2000
What does the typical printed document look
like? Well, across the diverse business community it
would be impossible to capture all aspects of printing
style within a single page document. However, if
attention is focused on the majority of printing volume,
text and simple business graphics would stand out
as the most prevalent output from laser printers. This
sample memo represents a reasonable example of
the typical business document.
This memo covers approximately 5% of a letter or A4-sized piece of paper. This
number (5%) has historically been called the “average” page coverage by laser printer
manufacturers. It may seem to the naked eye that there is much more than 5%, but in fact,
alphanumeric characters rely on a large portion of white space for their composition.
There are many factors that can influence the actual page coverage of a document
as well as the page-yield of a toner cartridge. Testing parameters such as font size and
style, internal printer settings, print environment, paper stock, sample size, job length and
criteria for determining “end-of-life”, can all influence how long a toner cartridge will last.
The best competitive analysis of printer page yield should occur under similar conditions
using industry standards for the variables listed above.
Figure 7-1 Reduced replica of an 8-1/2 x 11" sample page with 5% page coverage
7-6
DocuMatch™ Mail Materials Reference Guide
Chapter 8

General Machine Preventive Maintenance

In this chapter:
System Preventive Maintenance......................................8-2
General........................................................................8-2
Maintenance Log........................................................8-2
Pre-Service System Check with Remote
Diagnostics..................................................................8-3
System Preventive Maintenance Schedule................8-4
8-1
8 General Machine Preventive Maintenance

System Preventive Maintenance

General

To ensure smooth, trouble-free operation of your DocuMatch™, we recommend you review the information outlined in this chapter and familiarize yourself with the Sys­tem Preventive Maintenance Schedule (Table 8-1, page 8-4). This schedule lists procedures performed at various intervals by your Pitney Bowes Customer Service Representative.
Periodically monitor your DocuMatch cycle count. To deter­mine your current cycle count:
1. Press the following options on the control panel: System Options/More/System Counters/Display Counter.
2. Press Next or Previous to navigate to the desired cycle count: Machine Cycles, Insert Fdr Cycles, Top Cut Sheet
Cycles, Bot Cut Sheet Cycles, Env Ptr Cycles.
Following the guidelines in the System Preventive Mainte­nance Schedule, contact your Pitney Bowes Customer Ser­vice Representative at the appropriate intervals to request the necessary scheduled maintenance. You can also contact Pitney Bowes if your system is operating at a reduced effi­ciency.
The amount of preventive maintenance for your DocuMatch system will vary significantly depending on the types of paper you use.

Maintenance Log

The maintenance log is located inside the right-hand door of the DocuMatch. It is maintained by your Pitney Bowes Cus­tomer Service Representative, who records all actions by date and cycle count.
8-2
DocuMatch™ Mail Materials Reference Guide
General Machine Preventive Maintenance • 8

Pre-Service System Check with Remote Diagnostics

All DocuMatch systems are equipped with remote diagnostic capabilities. Through Remote Diagnostics, Pitney Bowes can quickly diagnose obscure problems and provide you with fixes you can download. To use this feature, you need to have an analog phone line connected to your DocuMatch (we recommend a dedicated line). This feature is provided to you at no cost except for the phone line.
To request a remote diagnosis of your DocuMatch:
1. Make sure that all the system feeders are loaded.
2. Generate a test piece using the DocuMatch control panel
(System Options/Print Demo Piece), or run a 10-piece job from your host computer using all the feeders.
3. Note the system serial number.
4. Call the Pitney Bowes Technical Operations Center at
1-800-253-6565* and ask for a Remote Diagnostic Analysis of your DocuMatch system.
The Technical Operations representative will call into the analog phone line connected to your DocuMatch system to obtain system data and other specific information. This data will be used to analyze the configuration of the system and to check for obvious system problems.
When Remote Diagnostics is complete, the Technical Opera­tions representative will give you the results and provide additional instructions and trouble-shooting assistance, or may dispatch a Pitney Bowes Customer Service Representa­tive if necessary.
*(Monday through Friday, 8AM-8PM, ET)
DocuMatch™ Mail Materials Reference Guide
8-3
8 General Machine Preventive Maintenance
Table 8-1

System Preventive Maintenance Schedule

Subsystem or Area
Pre-Service System Check
Document Printer (Lexmark™)
Document Printer (Canon™)
Envelope Feeder/ Printer Rollers
Cut Sheet Feeders
Insert Feeder Belts and Rollers
Main Drawer Assembly
Cycles Between
Variable
250,000
200,000
50,000/300,000
When dusty
When worn or very dusty
When very dusty
Remarks
Run as required to verify system.
Install PM kit for Lexmark.
Install PM kit for Canon.
Turn/replace retard rollers.
Remove paper dust.
Clean or replace staging belts and rollers (water only).
Clean dust, paper fragments. Check all main drawer functions.
Main Drawer Assembly
8-4
200,000 or when skewing, jamming, or improper folding of paper is deter­mined to be caused by worn urge roller tires
Replace urge roller tires.
DocuMatch™ Mail Materials Reference Guide
Appendix A
Introduction to Paper
In this appendix :
How Paper Is Made.........................................................A-2
Paper Characteristics.......................................................A-4
Moisture......................................................................A-4
Wire and Felt Sides (of a Sheet of Paper)...................A-5
Surface Coating or Finish..........................................A-5
Body or Strength of Material......................................A-5
Understanding Paper Ream Labels.................................A-6
A-1
A Introduction to Paper

How Paper Is Made

Both the letter to be folded (material or inserts), and the envelope into which it is inserted, are generally made of paper. Most paper is made from wood pulp. However, other sources of cellulose fiber such as certain grasses, cotton, hemp, and jute are also used for manufacturing paper. In addition, recycled paper is increasingly being used in bond paper and envelopes (but recycled materials are not recom­mended for use with DocuMatch overall quality of paper in the folding/inserting process, since paper characteristics can affect the production process.
The ingredients that make up paper are ground up, bleached, cooked, strained, and mixed with water and other chemicals to form a syrup-like mixture. This mixture is poured onto a conveyer belt consisting of a fine wire cloth. Some of the water drains through the wire cloth by gravity or is pulled through by vacuum. The conveyer then passes under a set of felt rollers that press more moisture through the wire cloth as though it were a sieve (Figure A-1).
). What is important is the
Figure A-1 How paper is made
A-2
DocuMatch™ Mail Materials Reference Guide
Introduction to Paper • A
Left on the wire cloth is a thin sheet of fibers that, when dried and given a finish, becomes paper. The fibers in the sheet are crisscrossed in all directions. Because of the motion of the conveyer, however, most of the fibers align themselves along the direction of the sheet motion. This alignment of fibers gives paper its grain.
There are two sides to a sheet of paper – the wire side and the felt side (Figure A-2). The wire side is the side next to the wire cloth. Generally more fibers are found on the wire side of a sheet of paper. Because the fibers tend to hang through the mesh, the wire side tends to have a rougher finish than the felt side. The felt side, as you might expect, is the side next to the felt rollers. It is the smoother side of a sheet of paper and is the side printed on (and the first side printed on when in duplex mode). You can determine which is the felt side and which is the wire side by examining both sides of a sheet of letterhead paper closely.
Figure A-2 The two sides of a sheet of paper
DocuMatch™ Mail Materials Reference Guide
F400_024
A-3
A Introduction to Paper

Paper Characteristics

There are several paper characteristics that can prevent your application from being an accurate and productive process. The paper characteristics listed below have a direct affect on the folding/inserting process.
Moisture
Wire and felt sides (of the paper)
Surface coating or finish
Body or strength of material

Moisture

As paper is rolled, it has a moisture content of about 92-94% pulp and 6-8% water. Moisture content can change due to local atmospheric conditions. On rainy days, paper will tend to absorb more moisture, while on dry days it will tend to lose moisture. This process causes the paper to swell or shrink depending on the condition. Consequently, two identical reams of paper stored under different conditions of humidity can be two different sizes when the time comes for folding and inserting.
Laser-printed material can also affect reliability because laser printing tends to dry paper out excessively. Dry paper is more prone to curl and accumulates static charges more readily. Laser printing also hardens the paper due to pressure. Both the dryness and hardening of paper will change its folding and feeding characteristics.
A-4
DocuMatch™ Mail Materials Reference Guide
Introduction to Paper • A

Wire and Felt Sides

Having felt and wire sides, combined with its ability to hold moisture, can make paper very susceptible to curl. The wire side has more fibers exposed than the felt side. This causes the wire side to absorb and lose moisture at a faster rate than the felt side. As it loses moisture, it shrinks faster and curls toward the wire side.
As an example, on a normal day, the paper may lay flat on a table. The next day may be very dry and the paper would take an upward curl. The day after, wet weather would cause the paper to take a downward curl. All of these characteristics could have an adverse affect in feeding paper.

Surface Coating or Finish

The amount of sizing and finish applied to paper must be given consideration. Glossy finish paper is usually more difficult to separate by the rubber covered rollers than flat finish paper. If you will be using glossy paper in your applica­tion, give samples to your Pitney Bowes specialist for testing just to be sure it is suitable for the machine (in most cases it will not be a problem if a release agent was used in the manu­facturing process).

Body or Strength of Material

The body of the paper can also affect the folding operation. Paper that is loose, openly-fibered, and contains no sizing (such as news print, chemically treated, or onion skinned paper), could burst when gripped by the rollers within the folding module. Close-fibered and treated paper, such as writing paper, has more strength, thereby making the bursting point much higher. Lack of body may cause misfolds and stalls in the folder.
Other Characteristics
Refer to Chapter 3 for information on recycled paper, paper weights, and paper graIn.
DocuMatch™ Mail Materials Reference Guide
A-5
A Introduction to Paper

Understanding Paper Ream Labels

In a ream (500 sheets) of paper, an arrow on the label usually indicates the felt side, while the bottom side is the wire side (paper reams are normally shipped felt side up). Information generally marked on the outside wrapper of a ream includes:
type (bond, offset, bristol, ledger, tissue, etc.);
size (dimensions);
weight;
color and finish;
long grain (aligned along the longest dimension) or short
grain (aligned along the shortest dimension). The dimen­sion (length or width) which is underlined on the ream label indicates the direction of the grain. In Figure A-3 below, note the length (11 in.) is underlined, thereby indicating the paper is grain long.
Underlined Length
Felt Side
Indicates Grain Long
Wire Side
Figure A-3 Understanding paper ream labels
A-6
DocuMatch™ Mail Materials Reference Guide
GRAIN LONG
FIRST
Appendix B
Collation Total Thickness Limits
In this appendix :
Total Thickness Limits..............................................B-2
Total Thickness Worksheet......................................B-2
B-1
B Collation Total Thickness Limits

Total Thickness Limits

For reliable inserting, the total thickness of the collation to be inserted into the envelope must be limited to 0.060 in. You can estimate the thickness using the worksheet in Table B-1.
Table B-1
Collation Total Thickness Worksheet
Material thickness factors (shown in gray shaded areas):
Document printer paper: 20# 24#
bond paper 12 14
Cut sheet feeders
bond paper same as doc. printer paper above offset book paper 50# 60# 70# 80#
Coated Gloss 8* 9* 11 12
Coated Dull 10 11 12 14 Uncoated 12 14 16 18
* not recommended
Insert feeder 20# 24# 28#
Business Reply Envelope 12 14 16 Tri-folded insert Use cut sheet value Business Reply Card 10 Folded brochure Use thickness in 0.001 in.
Envelope Content Thickness Evaluation:
Folded portion (4 sheets max.) Pages x Factor = Total
Laser printed sheets _____ _____ _____ 1st Cut Sheet (0 or 1) _____ _____ _____ 2nd Cut Sheet (0 or 1) _____ _____ _____
Insert _____
Total thickness (must be less than or equal to 60) _____
B-2
DocuMatch™ Mail Materials Reference Guide

Index

I-1
Index
Index
A
Aerating Paper Before
Loading 3-6
B
Body or Strength of Paper
Material A-5
Business Reply Envelopes
(BREs)
Minimum Requirements
2-5, 2-6, 6-3
Performance Tips 2-5,
2-6, 6-3
C
C-Fold
and Loading Sheets in
Insert Feeder 6-2
Cards
in Insert Feeder 6-2
Cellophane Window
Envelopes. See Envelope: Window Envelopes: Trycite
Climate
Extreme Climate and Mail
Materials 2-3
Collation
Total Thickness Limits
2-6, B-2
Total Thickness Worksheet
B-2
Commercial Envelopes 4-4 Curl
High Curl in Cut Sheets
5-3
Paper Curl A-4, A-5
Cut Sheet Feeder
Materials
Minimum Requirements 5-4 Performance Tips 5-4
Minimum Requirements
2-4
Performance Tips 2-4
Cut Sheet Folder
Problems Caused by
Glossy Materials 5-2
Cut Sheets 5-2
Feeding Problems
Static Charge 5-2
Glossy Materials
Spot Varnished Materials 5-2 Varnish Covering Whole Sheet 5-2
Grain Orientation
Grain Long 5-2 High Curl 5-3 Loading 5-3 Photocopied Materials 5-3 What to Watch Out for 5-3
D
Die-Cut Envelopes 4-2 Document Printer (Laser
Printer) Paper. See Paper: for
Document Printer
I-2
DocuMatch™ Mail Materials Reference Guide
Index
Scheduled Preventive
Maintenance 7-2, 8-4
Dry Environment
and Storage of Mailing
Materials 2-3
Duplex Function (Lexmark
Printer) 3-6, 3-7
E
Envelope
Flap 4-8 Flap Gum 4-8 Grain Direction
Diagonal 4-4 in Insert Feeder 6-2 Loading 4-9 Materials Reference Table
4-12 Open-Face (Open-Window)
4-7 Quality 4-2 Seam 4-8 Size
General 4-10
Trade Numbers with
Dimensions 4-3 Specifications
#10 Envelope for
DocuMatch 4-11 Storage 4-8 Style
Commercial 4-4
Executive 4-4
Side Seam 4-4 Type
Die-Cut 4-2
Web-Fed 4-3 Weight 4-10
Window Envelopes
Dow Window Film 4-6 Glassine 4-6 Standard Window Envelope 4-7 Trycite 4-6
Envelope Printer
Minimum Requirements
2-4
Performance Tips 2-4
Environmental Conditions
and Mail Materials 2-3
Executive Envelopes 4-4
F
Fanning Paper Before
Loading 3-6
Felt Side of Sheet of Paper
A-3, A-5, A-6
Finish or Surface Coating of
Paper A-5
Flap
Curl Limits 4-4 Seal Flap 4-8 Seal Flap Gum 4-8
Flat Sheets. See Cut Sheet
Feeder
Flexing Paper Before Loading
3-7
Folder
Cut Sheet Folder
Problems Caused by Glossy Materials 5-2
G
General Machine Preventive
Maintenance 8-2
Glossy Finish Paper A-5
DocuMatch™ Mail Materials Reference Guide
I-3
Index
Grain
Grain Direction
Caused by Alignment of Fibers A-3 Grain Long 3-3, 3-5 Grain Short 3-3, 3-9 Methods for Determining 3-3
Overview 3-3
Gum
Seal Flap Gum 4-8 Seam Gum 4-8
H
Hardening of Paper A-4 Humidity
and Storage of Mailing
Materials 2-2
I
Insert Feeder
Belt and Rollers
and Dust Problems 8-4 Loading 6-2 Materials 6-2
Minimum Requirements
6-3
Performance Tips 6-3 Materials Reference Table
6-3 Minimum Requirements
2-5, 2-6 Performance Tips 2-5, 2-6 Preventive Maintenance
8-4
Inserts
Business Reply Envelopes
(BREs)
Minimum Requirements 2-5, 2-6, 6-3 Performance Tips 2-5, 2-6, 6-3
Postcards
Minimum Requirements 2-5, 2-6, 6-3 Performance Tips 2-5, 2-6, 6-3
Pre-Folded
Minimum Requirements 2-5, 2-6, 6-3 Performance Tips 2-5, 2-6, 6-3
K
Krystal-Klear Window
Envelopes. See Envelope: Window Envelopes: Trycite
L
Lacquer Coated Paper 3-9 Laser Printer. See Document
Printer
Loading
Envelopes 4-9 Paper for Document Printer
Aerating (Fanning) 3-6 Caution 3-7 Flexing 3-6
M
Mail Materials
Definition 2-2 DocuMatch Mail
Materials Reference Table 2-4, 2-5, 2-6
I-4
DocuMatch™ Mail Materials Reference Guide
Index
Cut Sheet Feeder (Flat Sheets) 2-4 Envelope Printer 2-4 Insert Feeder 2-5, 2-6
Laser Printer 2-4 Handling 2-2 Locally-Manufactured
Materials 2-3 Not Suitable for
DocuMatch 2-7 Rotation of Stock 2-3 Storage 2-2
Dry Environment 2-3
Humidity 2-2
Masonry Walls 2-3
Moisture 2-2, 2-3
Stacking Boxes and
Cartons 2-3
Static Accumulation 2-3
Temperature 2-2
Main Drawer Assembly
Dust Problems 8-4 Preventive Maintenance
8-4 Skewing, Jamming, or
Improper Fold 8-4
Maintenance Log 8-2 Masonry Walls
and Storage of Mailing
Materials 2-3
Microperf
Document Printer Paper
2-4, 3-8
Moisture
and Storage of Mailing
Materials 2-2, 2-3
Moisture-proof Wrappers
and Paper for Document
Printer (Laser Printer) 3-6
O
Offset Printer Paper 3-5 Onion Skinned Paper A-5 Open-Face Envelope 4-7 Operator Panel
Messages
80 Scheduled Maintenance 7-2
P
Page Coverage
Sample Page with 5%
Page Coverage 7-6
Toner Yield 7-4
Paper
Characteristics
Body or Strength of Material A-5 Moisture A-4 Surface Coating or Finish A-5
Wire and Felt Sides A-5 Curl A-4, A-5 Document Printer (Laser
Printer)
Grain Long 3-3, 3-5
Grain Short 3-3, 3-9
Lacquer Coated 3-9
Loading Tips 3-6
Methods for Determining
Grain 3-3
Microperf 3-8
Minimum Requirements
3-5
Offset Printer Paper 3-5
Overview 3-3
Perforated 3-8
Perforated Stock
DocuMatch™ Mail Materials Reference Guide
I-5
Index
Specifications 3-8 Performance Tips 3-5 Recycled 3-2, 3-9 Storage Tips 3-6 Weights of Paper 3-2 Xerographic Paper 3-5
Finish or Surface Coating
A-5 Glossy Finish A-5 Hardening A-4 Onion Skinned A-5 Ream of Paper 3-2, A-6
Understanding Paper
Ream Labels A-6 Surface Coating or Finish
A-5 Two Sides of a Sheet
Felt Side A-3
Wire Side A-3
Patch
In Window Envelopes
4-6, 4-7
Perforated Stock
Specifications 3-8
Photocopied Material
and Cut Sheet Feeders 5-3
Pitney Bowes Technical
Operations Center 8-3
Poly-Klear Window
Envelopes. See
Envelope: Window
Envelopes: Dow Window
Film (DWF)
Postcards
in Insert Feeder 6-2 Minimum Requirements
2-5, 2-6, 6-3 Performance Tips 2-5,
2-6, 6-3
Pre-Folded Inserts
Minimum Requirements
2-5, 2-6
Performance Tips 2-5, 2-6
Pre-Service System Check
with Remote Diagnostics 8-3
Preventative Maintenance
Document Printer 7-2 System
General 8-2 Maintenance Log 8-2 Pre-Service System Check 8-3 Remote Diagnostics 8-3 Test Piece 8-3
Print
Darkness
Adjusting Lexmark Printer 7-3
Resolution
Adjusting Lexmark Printer 7-3
R
Ream of Paper 3-2, A-6
Understanding Paper Ream
Labels A-6
Recycled Paper
Paper for Document Printer
3-2, 3-9
Submitting Samples for
Approval 3-2
Release Agent
to Reduce Static Charge in
Cut Sheet Feeders 5-2 Remote Diagnostics 8-3 Rotation of Mailing Materials
Stock 2-3
I-6
DocuMatch™ Mail Materials Reference Guide
Index
S
Seal Flap 4-8 Seal Flap Gum 4-8 Seam
Envelope Seam 4-8
Seam Gum 4-8 Side Seam Envelopes 4-4 Simplex Function (Lexmark
Printer) 3-6, 3-7
Specifications
Perforated Stock Paper
3-8
Standard Window Envelope
4-7
Static Accumulation
and Storage of Materials
2-3
Static Charge
Cut Sheet Feeders
Feeding Problems 5-2
Reduction with Release
Agent 5-2
Storage
of Envelopes 4-8
of Materials
and Static Accumulation 2-3
of Paper for Document
Printer 3-6
Sunlight
and Handling of Mailing
Materials 2-2
Surface Coating or Finish of
Paper A-5
T
Technical Operations Center
8-3
Temperature
and Storage of Mailing
Materials 2-2 Test Piece 8-3 Thickness Limits of a
Collation 2-6, B-2
Worksheet B-2
Toner Cartridge
End-of-Life 7-5
Toner Saver
Turning On Toner Saver
7-4 Toner Yield
Lexmark Printer
Estimated Ranges in
Relation to Page
Coverage 7-4
Maximizing Yield by
Lightening Print Darkness
7-3
Maximizing Yield by
Lowering Print Resolution
7-3
Maximizing Yield by
Turning Toner Saver On
7-4
Page Coverage 7-4
Sample of 5% Page
Coverage 7-6
W
Web-Fed Envelopes 4-3 Weight
Envelope Weight 4-10 Weights of Paper 3-2 Window Envelopes. See
Envelope: Window Envelopes
DocuMatch™ Mail Materials Reference Guide
I-7
Index
Wire Cloth A-3 Wire Side of Sheet of Paper
A-3, A-5, A-6
X
Xerographic Paper 2-4,
2-5, 3-5, 5-2, 5-4
I-8
DocuMatch™ Mail Materials Reference Guide
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