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Advanced Design Considerations

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  1. Advanced Design Considerations • Paper forms • Choosing the right materials • End use requirements such as folding, bursting, routing, filing, retention, exposure to environment • Marking engines, such as handwriting, typewriter, chain/drum printers, laser, ink jet, thermal • Manufacturing considerations, such as size, plies, carbons, inks, artwork, shipping, storage, bindery, speed/efficiency • Technology impacts - rolls, sheets, fanfolded, color, thermal, pre/posting processing

  2. Let’s Talk About Materials • Paper • Made from cellulose fibers • Three main pulping methods - chemical, mechanical, semi-mechanical • Paper grades - bond, groundwood, index, tags, offset, carbonless • Recycled paper • Carbon paper • Other materials • Pressure sensitive • Envelopes • Pegboard • Coated paper

  3. Forms Technologies • MICR • OCR • Secure documents • Bar codes • Checks • OMR • Mailers

  4. Writing Specifications • Start with system • Standards and style • Specification database • Production requirements • Reorders • Exact repeats • Copy change • Spec change • Communicating with manufacturer

  5. Test For Understanding • Break

  6. Moving To Electronic Forms • Basic Print-On-Demand • Fill and Print • Intelligent Electronic Forms • Enterprise - enabled Forms • Integrated Applications

  7. Choosing Design Software • Paper only • Electronic proofing • Form Libraries • Training • e-form migration • Mapable file • Output standards • Postscript • PCL • Metacode • OGL

  8. Cost of Forms • Design and analysis • Production • Inventory and distribution • Use/efficiency • Forms management • Waste/obsolescence

  9. Quality Issues • Design efficiency • Processing • Availability/customer service • Control

  10. Forms Management • Forms control • Forms analysis • Specification and function • Systems • Inventory and warehouse management • Trends, legal issues, retention

  11. Forms Layout • Elements • Scale • Conventions • Print Positions • Lockup • Fonts • Zones • Screens, reverses • Captions, ballot boxes

  12. Mapping Issues • Fields • Source • Output • Formulas • Format • Cursor control • Logic • Masking • Hidden fields