A method and system of displaying database contents in envelope data fields

This invention relates to a method and system of displaying database contents in envelope data fields.

Reference is made to European Patent Application Number <u>          </u> (Attorney Docket No. E-755), entitled A METHOD AND SYSTEM OF PRINT STREAM ADDRESS EXTRACTION, assigned to the assignee of this application and filed on even date herewith.

Reference is made to European Patent Application Number <u>          </u> (Attorney Docket No. E-757), entitled A METHOD AND SYSTEM OF PRINTING POSTAGE INDICIA FROM AN ENVELOPE DESIGN APPLICATION, assigned to the assignee of this application and filed on even date herewith.

Reference is made to European Patent Application Number <u>          </u> (Attorney Docket No. E-758), entitled A METHOD AND SYSTEM FOR CAPTURING DESTINATION ADDRESSES FROM LABEL DATA, assigned to the assignee of this application and filed on even date herewith.

Graphics and design programs which allow a system user to create representations that can in turn be modified before printing are especially useful in creating finished documents. One such program is the <i><b>Envelope Designer</b></i>™ <i><b>Plus</b></i> graphics program from Pitney Bowes Inc. of Stamford, Connecticut. This program allows the user to create envelope and label designs that can be tailored to specific needs.

An envelope typically has two major design elements; these are the destination address block and the return address block. To these major elements, there can be added: a Postnet barcode; one or more message lines; and , one or more graphic images. The <i><b>Envelope Designer</b></i>™ <i><b>Plus</b></i> graphics program allows the system user to create the address, return address, attention line and message blocks, assign text attributes and position the blocks within a selected layout. The system user can also specify whether or not to include an optional Postnet™ bar code (Postnet is a trademark of the United States Postal Service). and its corresponding location on the envelope or label. The graphics program also allows the system operator to place a non-printing overlay on the envelope to ensure that the design and placement conforms to postal guidelines. The program can be further linked with the <i><b>SmartMailer</b></i>™ program from Pitney Bowes Inc. to attach address fields to the print field of the envelope or label. The resulting layout brings efficiency and cost benefit to the production of an envelope face; efficiency from the use of existing data and graphic files, and cost savings from the possible postal automation discounts that attach to certain categories of batch mailing and correctly zip-coded business mail.

The ability of an envelope/label designer program to be flexible, while giving its users the ability to link with databases that provide address files, is of great practical as well as commercial importance. The prior art has been limited in its ability to be flexible enough to be adapted to envelope/label design that can actually link with databases that are capable of being introduced to address hygiene routines.

Thus, it is an object of the present invention to overcome the limitations of the prior art by disclosing an envelope design program that is capable of linking with one or more databases for address sourcing. Additionally, it is a further object of the present invention to provide for a program that is capable of interfacing with address hygiene routines for performing address correction.

The limitations of the prior art are overcome by a method and system for establishing and printing a medium print field in a data processing system for manipulating data.

The method begins with the initiation of a medium (such as an envelope/label) design software application within the data processing system. The design application utilizes display means, such as a monitor, for displaying one of a plurality of user interface screens available from a set of user interface screens at a point in time. The step of displaying the screens comprises the further steps of displaying a representation of the medium on the display and displaying one or more fields from among the plurality of component print fields on the medium representation. Each of the component print fields can be modified by the design application through utilization of a preferences input routine. The preferences input routine further comprises: a printer selection option; a measurement scaling option; and, a default return address option. The measurement scaling option is utilized to adjust the medium's layout when visually displayed to a system operator. The system operator then selects a printer option and a measurement scaling option wherein the medium's layout can be adjusted when visually displayed to the system operator. The initiation further includes an opportunity for the system operator to select a medium type and a set of characteristics for the medium.

Once the medium has been established as a representation on the display, the medium's return address can then be entered to the application or a default return address can be selected. The initiation of the design application additionally comprises the steps of selecting a format type from among a set of formats and assigning a set of measurements defining the selected format. The formats generally comprise an envelope format or a label format, wherein a customized set of measurements is assigned to the selected format.

The representation displayed on the screen to the system operator can be modified to the extent of its component print fields which are selected from among a plurality of component print fields. These fields comprise: a return address block; a postal indicia; a destination address block; and a message block. The modification of the component print fields begins with the selection of a component print field for modification, then selecting a database to attach to the selected component print field. A field of the database is then matched, or related, to the selected component print field before assigning a first file from the related field of the database to the component print field. Once the field has been established, the system operator can begin scrolling through the viewable component print field by utilizing directional selection means to scroll from the first assigned file to any subsequent assigned file. The scrolling continues until selection of the component print field for modification has been made.

Certain fields can be attached to the print field which are representative of component print fields. The system operator determines whether or not to attach an attachable component print field selected from among one or more attachable component print fields. The attachable component fields comprise a Postnet bar code and a graphic image.

The method then confirms the modification and the attachment, if any, to establish a finished print field. The finished print field is then printed to the selected medium. The confirmation comprises the further step of, saving to a memory as a file, the confirmed modifications together with the format type. The memory may be a component of the data processing system or may be remote to the data processing system.

The system disclosed herein comprises a data processing system further comprising a monitor for viewing screens generated by the software application. The system includes storage means for storing one or more data retrieval sites said data retrieval site is one of a group of data formats which includes: database format; spreadsheet file format; and formatted text.; and, the software application itself for envelope or label design and data file manipulation.

The system's internal data handling includes data retrieval site selection means for selecting, through the software application, a data retrieval site from among the set of one or more data retrieval sites. The data retrieval site is stored in table format and further comprises operator prompting means for prompting a system user for a specific table name contained in a field of one or more names; and selection means for selecting the specific table from the field of one or more names.

The system utilizes cycling means for cycling through the data retrieval site to locate a particular data file within the data retrieval means. The cycling means comprises selection means for selecting an appropriate Move command wherein the command is indicative of a location for placement of a selected data file and execution means for executing the Move command and placing the selected data file.

The selection of the data file is accomplished through selection means for selecting a data file from a set of one or more data files at the data retrieval site. Then, placement means are utilized for placing the selected data file in a desired location in a field for printing to the selected medium. The envelope printing field is defined in accordance with a definition profile which in turn comprises a set of selected data files wherein the selected data files contain data to be printed to the selected medium.

For a better understanding of the invention and to show how the same may be carried into effect, reference will now be made, by way of example, to the accompanying drawings, in which: <ul id="ul0001" list-style="none" compact="compact"><li>FIG. 1 is a block diagram of a system within which the method of the present invention could reside and be utilized.</li><li>FIG. 2 is a drawing of the face of an envelope, and its component parts, which is representative of the medium that the subject invention is directed toward preparing.</li><li>FIG. 3 is an upper level flowchart of the method of an embodiment of the present invention.</li><li>FIG. 4A is a detailed flowchart of the method of an embodiment of the present invention wherein the design application is initiated and then presents a flow path that concludes with the saving of the print field.</li><li>FIG. 4B is a continuation of the detailed flowchart of FIG. 4A.</li><li>FIG. 4C is a continuation of the detailed flowcharts of FIGs 4A and 4B.</li><li>FIG. 4D is a continuation and conclusion of the flowcharts of FIGs. 4A, 4B, and 4C.</li></ul>

Turning to FIG. 1, there is shown a block diagram of a system within which the method of the present invention could reside and be utilized.

System 10 comprises a microprocessor 12 interoperatively connected to monitor 14 for viewing the representation of the medium (such as an envelope or label) to be acted upon by the design application 22. The viewing of the media representation on monitor 14 promotes ease of use in selecting the various options available to the system user while formatting the medium, and provides an example of the human interface that can be brought to system 10. The monitor 14, under control of the design application 22, is able to show the system user: the medium representation; available menus from which option selections may be made; the medium's indicia; the amount of postage that will be incorporated into the indicia; and varied print fields available for printing to the selected medium. Microprocessor 12 is interoperatively connected to scanner 16. Scanner 16 provides system 10 with the ability to scan address field data, barcodes, or other scannable data sources as an input to design application 22. Printer 26 is also interoperatively connected to microprocessor 12 and serves as the output device by which the print fields are printed to the selected medium. Additionally, keyboard 20 is interoperatively connected to microprocessor 12 and serves as an input device for the input of data. Modem 18 gives system 10 the ability to communicate with other systems via communications means of varied types or to download print fields for remote storage; and, memory 24 allows the system to retain data for use in maintaining records or for storing data for future use.

Turning to FIG. 2 there is shown a drawing of the face of an envelope 30, and its component parts, which is representative of the medium that the subject invention is directed toward preparing.

Envelope 30 is shown comprising address block 32 which can be input by direct entry from the keyboard 20 or can be derived from access to a database introduced to the design application through the microprocessor 12 in connection with modem 18, or by accessing memory 24. The address indicated by the address block 32 can be subject to address hygiene routines prior to being saved within the print field represented by the face of envelope 30. Envelope 30 further comprises: return address block 34; Postnet barcode 36; single-line message 38; graphic image 40; and, indicia 42.

Bearing in mind the environment suggested by FIGs. 1 and 2, we now turn to FIG. 3 where there is shown an upper level flowchart of the method of the present invention.

FIG. 3 begins with the initialization of the design application at step 100. From step 100, the method advances to step 102 where the first of the application's user screens is displayed to the system user on a monitor. The user screens will present menus, lists, and queries to the system user as the application routines are utilized; this will provide the step-by-step building of the medium print field for printing.

The system and method will guide the system user in the selection of a medium format beginning with the query at step 104. At step 104, the method queries as to whether or not an envelope design routine is required. If the response to the query is ""NO," then the method displays a label routine for the system operator at step 106. Step 106 advances to step 110 where the characteristics of the selected medium are defined. If the response to the query at step 104 is "YES," however, then the method displays an envelope routine for the system operator at step 108. Step 108 advances to step 110 where the characteristics of the selected medium are defined.

The method advances from step 110 to step 112 where the selection of a printer type is made. Printer characteristics may limit the characteristics available for designing the envelope or label media. The face of the envelope or label to be designed through the application is the print field for that medium. The print field is in turn comprised of component print field that, taken together, form the print field. From step 112, the method advances to step 114 where the component print fields can be modified. After modification, the method queries, at step 116, as to whether or not a component such as graphics, Postnet barcodes, postal indicia, or single-line messages are to be attached at the request of the system operator. If the response to the query is "YES," then the method advances to step 118 where the appropriate component is attached to the print field. From step 118, the method advances to step 120 where confirmation of the modification and attachment, if any, is made. If, however, the response to the query, at step 116, is "NO," then the method advances directly to step 120.

The modification, together with any attachments, define the design field to be printed to the medium. From step 120, the method advances to step 122 where the design field is printed to the medium. The method then queries, at step 124, as to whether or not another envelope or label is to be prepared. If the response to the query is "YES," then the method returns to enter the method flow at step 104. If the response to the query is "NO," however, then the method concludes its flow and the application is exited at step 126.

Turning to FIG. 4A, there is shown a detailed flow of the method as it occurs in a preferred embodiment of the claimed invention.

The flow begins at step 150 with the initiation of the design procedure. From step 150, the method advances to step 152 where the establishment of default design preferences is made. Preferences are selected from the application's Preferences routine as selected from the Edit menu. The system operator can select from a listing of printers for printing of the selected medium. Additionally, the program scale can be selected as well as an envelope or label description and a default return address. The scale can be directed to inches or millimeters. The method then advances to a query at step 154.

At step 154, the method queries as to whether or not a new document is to be opened. If the response to the query is "NO," then the method advances along path A to re-enter the method flow at step 200 as is shown in FIG. 4B. If a new document is to be opened, then the response to the query at step 154 should be "YES," and the method will advance on to step 156 where the medium (envelope or label) is selected. The method queries, at step 158, as to the medium choice.

The design path will shift depending upon the medium selected for action. Labels can take on differing print characteristics from those of envelopes and therefore must be accounted for in a different fashion. At step 158, the method queries as to whether or not an envelope has been selected. If the response to the query is "NO," then the method advances along path B to re-enter the method flow at step 250 as is shown in FIG. 4C. However, if the response to the query at step 158 is "YES," then the method advances to the query at step 160.

When a document file is created, the program will ask the system operator to accept or reject the default envelope displayed on the system monitor. This acceptance or rejection is represented by the query at step 160 which queries as to whether or not a standard size field is required. If the response to the query is "YES," then the method advances to step 162 where the default medium is represented to the system user in the system display before advancing to the query at step 164. At step 164, the method queries as to whether or not the default parameters are acceptable for the action desired. If the response to the query is "NO," then the method advances to step 166 where default dimensions are selected from a list of standard settings before advancing to step 168. If the response to the query at step 164 is "YES," then the method advances directly to step 168.

At step 168, the default parameters are applied to the application and the representation of the medium in the display is shifted accordingly. The printer type is then selected at step 174.

Returning to step 160, if the response to the query is "NO," then the method requires that custom dimensions be selected. To specify a custom size, the dimensions are entered, at step 170, in the appropriate field of the application in inches or millimeters depending upon the preferences established in step 152. The method then advances to step 172 where the custom dimensions are applied to the application and the representation of the medium in the display is shifted accordingly. The printer type is then selected at step 174.

From step 174, the method advances to a query at step 176. At step 176, the method queries as to whether or not a Postnet barcode is to be applied to the print field. If the response to the query is "NO," then the method advances along path C to re-enter the method flow at step 276 as is shown in FIG. 4D; otherwise, if the response is "YES," then the method advances to step 178 where the positioning of the barcode on the envelope is determined before advancing along path C.

Turning to FIG. 4B, there is shown path A which originated in FIG. 4A, re-entering the system flow at step 200 where an existing file is opened for action. The method advances from step 200 to step 202. At step 202, the method queries as to whether or not the medium of the existing file is an envelope. If the response to the query is "NO," then the method advances along path B to re-enter the method flow at step 250 as is shown in FIG. 4C. If, however, the response to the query at step 202 is "YES," then the method advances along path D to re-enter the system flow at step 160 as is shown in FIG. 4A.

Turning to FIG. 4C, there is shown path B re-entering the system flow at step 250 where the label format is selected. Upon choosing the label format, the method advances to step 252 where the printer type is selected by the system itself. In establishing the label routines, the method prompts the system user at step 254 to select a label feed type. In a preferred embodiment of the invention, the label feed type choices are either continuous or sheet feed. The method then advances to step 256 where the label stock is selected. The choice of stock can be either standard or custom.

When the document file for a label design is established, the method requires the determination of the label stock; this is accomplished at step 258 which queries as to whether or not a standard size field is required. If the response to the query is "YES," then the method advances to step 260 where the default medium is represented to the system user in the system display before advancing to the query at step 262. At step 262, the method queries as to whether or not the default parameters are acceptable for the action desired. If the response to the query is "NO," then the method advances to step 264 where default dimensions are selected from a list of standard settings before advancing to step 266. If the response to the query at step 262 is "YES," then the method advances directly to step 266.

At step 266, the default parameters are applied to the application and the representation of the medium in the display is shifted accordingly before advancing to the query at step 272 to determine the need for a Postnet barcode.

Returning to step 258, if the response to the query is "NO," then the method requires that custom dimensions be selected. To specify a custom size, the dimensions are entered, at step 268, in the appropriate field of the application in inches or millimeters depending upon the preferences established in step 152. The method then advances to step 270 where the custom dimensions are applied to the application and the representation of the medium in the display is shifted accordingly before advancing to the query at step 272 to determine the need for a Postnet barcode.

At step 272, the method queries as to whether or not a Postnet barcode is to be applied to the print field. If the response to the query is "NO," then the method advances along path C to re-enter the method flow at step 276 as is shown in FIG. 4D; otherwise, if the response is "YES," then the method advances to step 274 where the positioning of the barcode on the envelope is determined before advancing along path C.

Turning to FIG. 4D, there is shown path C re-entering the method flow at step 276. At step 276 the return address is entered into the print field and the method then advances to step 278 where the destination address field is prepared for acceptance of a destination address. The destination address can be entered into the print field directly by the system operator utilizing a keyboard, or can be entered by applying a database or data retrieval site and scrolling through the database or data retrieval site until an address is selected. A field of the database or data retrieval site is then matched, or related, to the selected component print field before assigning a first file from the related field of the database or data retrieval site to the component print field. Once the field has been established, the system operator can begin scrolling through the viewable component print field by utilizing directional selection means to scroll from the first assigned file to any subsequent assigned file. The scrolling continues until selection of the component print field for modification has been made.

The system utilizes cycling means for cycling through the data retrieval site to locate a particular data file within the data retrieval means. The cycling means comprises selection means for selecting an appropriate Move command wherein the command is indicative of a location for placement of a selected data file and execution means for executing the Move command and placing the selected data file.

The selection of the data file is accomplished through selection means for selecting a data file from a set of one or more data files at the database or data retrieval site. Then, placement means are utilized for placing the selected data file in a desired location in a field for printing to the selected medium. The envelope printing field is defined in accordance with a definition profile which in turn comprises a set of selected data files wherein the selected data files contain data to be printed to the selected medium.

Once the address destination field has been prepared, the method advances to a query at step 280 which queries as to whether or not a database or data retrieval site is to be applied to the field. If the response to the query is "NO," then the method advances to step 286 where the destination address is entered directly into the component field by the system operator. If, however, the response to the query at step 280 is "YES," then the possible destination addresses within a database or data retrieval site are selected by cycling through the databases available to be applied and then selecting, at step 282, an appropriate field for application. The design application will insert the selected field in place of the address in the envelope or label design as selected.

After the field has been selected for insertion into the destination address field, the method advances to a query at step 284 which inquires as to whether or not there is a next address to be applied. This query is of particular importance if there are multiple destinations to be printed of a particular design type. If the response to the query is "YES," then the method returns to step 282 for selection of another address to be applied to a subsequent envelope. If the response to the query at step 284 is "NO," then the method advances to step 286 where the address is entered directly into the field for printing.

The method advances from step 286 to a query at step 288. At step 288, the method queries as to whether or not the print field design sequence has been completed. If the response to the query is "NO," then the method advances to step 290 where the system operator can return the method flow back to any element of the design print field that needs to be altered or modified. If the response to the query at step 288 is "YES," then the design is saved to memory, at step 292, for future use or for linking with an indicia control. The design task is then completed at step 294.

While certain embodiments have been described above in terms of the system within which the address object methods may reside, the invention is not limited to such a context. The system shown in FIG. 1 is an example of a host system for the invention, and the system elements are intended merely to exemplify the type of peripherals and software components that can be used with the invention.

In the foregoing specification, the invention has been described with reference to specific embodiments thereof. It will, however, be evident that various modifications and changes may be made thereto without departing from the broader spirit and scope of the invention. The specification and drawings are, accordingly, to be regarded in an illustrative rather than a restrictive sense.