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      PostPress

      PostPress

      Print Decorating, Binding and Finishing

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        2015 Feb/Mar

        Advantages to Equipment Financing

        March 25, 2015

        by Alexandra Myers, Direct Capital
        Businesses can play a role in print industry growth by recognizing the need for top-notch equipment and technology.

        Despite the recent decline in commercial printing volumes, the art of commercial printing is far from dead and gone. According to an IBISWorld Global Commercial Printing research report, industry revenue is forecasted to grow in the next five years.

        But, what are the challenges facing the commercial printing industry? Two printing giants, R.R. Donnelly and Quad/Graphics, believe that digital substitutions, the erosion of print-based marketing and a highly competitive market contribute to the decline.

        Quad said, “Marketers and publishers are allocating their marketing and advertising spend across the expanding selection of digital delivery options.” R.R. Donnelly mirrored the sentiment in its report by saying, “The highly competitive market conditions and unused industry capacity will continue to put price pressure on both transactional work and contract renewals across all segments.”

        Light at the end of the tunnel

        The goal is, of course, to see the industry numbers improve year-over-year. Every business can play a role in that growth by recognizing the need for top-notch equipment and technology. Because of this need, the demand for replacing equipment is increasing. According to the Lease Foundation in a 2014 report entitled “Equipment Leasing & Finance U.S. Economic Outlook,” investment in equipment and software is expected to grow by at least 5.5 percent over the next year.

        In September, the Lease Foundation asked business executives about their need for equipment and software and how they planned on accessing it in Q4. Their responses indicated a promising future ahead.36.4 percent of respondents said they expected business conditions to improve from September to December. 30.3 percent of respondents believed demand for leases and loans for capital spending will increase through the end of 2014, and 15.2 percent of executives had expected to access more capital to fund equipment acquisitions over the next four months. In addition, another 15.2 percent of respondents believed their company would increase spending on business development activities over a six-month period.

        In an updated report from the Equipment Leasing & Financing Foundation, published on December 15, 2014, the outlook of equipment investment is high in 2015. The report states that growth is expected to remain strong throughout next year and come in at about six percent.

        Why finance printing equipment?

        Investing in new equipment will help elevate a business in more ways than one, and leasing may be a smart choice for financing.

        Let’s look at it this way: If a business has $10,000 in the bank and a big job is on the horizon that will cost $8,000 to successfully perform, that only leaves $2,000 in the account for future needs, such as salaries and overhead costs. Even though the money spent on the job eventually will be recouped, it’s important to manage the cash wisely until the job is completed and the invoice paid. Equipment leasing may provide a solution.

        In addition, leasing eliminates the need for a hefty upfront payment upon purchase of a new piece of equipment, allowing business owners to start reaping the benefits of new equipment even sooner. Being able to lease equipment over time also allows businesses to budget accurately month-over-month with a predictable payment. The lack of a huge upfront cash burden also ensures clear cash reserves for other expenses.

        Businesses also may be able to enjoy significant tax breaks when equipment is leased. The entire lease payment, unlike a regular loan payment, could be deducted as an operating expense in the period in which it’s paid. This reduces the overall cost of the lease. In addition, payments are treated as expenses on the income sheet, so there is no need to worry about depreciation. However, it is important that each business talks specifically about this to the finance company and/or accountant to properly navigate what would be best for each individual tax situation.

        What to consider before financing

        When approaching a lender about financing, there will be a few questions before starting the process. The first is to understand why the business wants the equipment. Will the purchase assist in expanding the income potential or market appeal of the business? Is this an upgrade to existing equipment to get something that is more cost-effective, more green or an overall better product? Does the existing equipment no longer function at capacity?

        Other factors of interest to a lender include whether or not a warranty is included in the anticipated purchase price. If the business plans to purchase a warranty with the new machinery, a lender may roll that into the financing package. Also, consider the installation costs. Will there be costs to bring the equipment in and install it? Will there be costs for training so staff members can effectively use the new machine?

        Does the existing facility have the needed space for the new equipment? If a wall will need to be knocked down, other minor facility improvements are necessary or proper electrical hookups for the equipment need to be installed, many lenders will consider including these costs in the financing package as well. Finally, is there additional software that the equipment will need to run properly or to assist in daily use activities? Bringing all of these ancillary costs to the table when speaking with a financial lender will significantly help move the process along.

        Lastly – and perhaps the biggest piece of the financing puzzle – is this: How will having this equipment help move the business forward? Lenders want to make sure they are making a smart investment – an investment that will improve a business while also ensuring the owner can make consistent payments on the leased equipment.

        Will the equipment help save money in the long run? Explain. What may be obvious to those involved in the industry – reduced repair costs or eliminating the need to outsource jobs – may not be obvious to the lender.

        Having new equipment also could help open new markets. When a business has the collateral and manpower to produce more product, new opportunities could open in other areas, which, in turn, could generate more revenue. In addition, investing in equipment could help a business reduce waste. It’s important to understand the impact equipment will have on a business before taking the next steps on the financing journey.

        Alexandra Myers is inbound marketing specialist for Direct Capital, a CIT Company. Headquartered in Portsmouth, New Hampshire, more information can be obtained by calling 603.373.1347 or visiting www.DirectCapital.com.

        Application Highlights

        March 25, 2015

        DataGraphic Wins Big with its NFL Friday Night Party Mask

        by Melissa DeDonder, PostPress
        DataGraphic created the Gold Leaf Award-winning NFL Friday Night Party Mask.

        When a special invitation was needed for the team owners of the National Football League (NFL) – who would be hosting a themed Friday night party prior to Super Bowl Sunday – DataGraphic in Hempstead, New York, was chosen to create the Gold Leaf Award-winning NFL Friday Night Party Mask.

        New Orleans was the host city of Super Bowl XLVII in February 2013, so the party was going to be a Mardi Gras celebration. The invitation’s design concept was to create a reveal by diecutting a window in the shape of a Mardi Gras mask. Once the invite was inserted into the sleeve, the elaborately embellished 4-color image was visible through the diecut mask.

        Production consisted of two parts. The first part featured a sleeve that was made of two sheets pasted together. The outside stock was Black Curious Skin Cover and the inside was Curious Gold Metallic. After the sheets were pasted together, DataGraphic foil stamped two colors, and certain parts of the gold foil stamping were embossed. The sleeve then was diecut and glued using Kleen-Stick® pressure-sensitive tape.

        The second part – the rigid invitation – was made from a stiff black board center core pasted with the Black Curious Skin Cover on the back, which also was foil stamped. The face of the invite featured Curious Metallic Gold stock, which had been litho printed in eight colors and also foil stamped.

        Four hits of white base were offset printed, then the 4-color process image was overprinted on top of the white base. Foil stamping then was added to complete the effect. All of the finishing work was completed on DataGraphic’s Kluge and Intaglio die stamping presses.

        Needless to say, the elaborate project created some challenges. “The art director wanted the tiny holes in the mask to be steel rule diecut or laser diecut; however, due to the tight time frame, we were not able to achieve those very small diecuts,” said Glenn Schuster, founder and president of DataGraphic. “We improvised by changing those small holes into circular graphics and foil stamping them in an additional metallic purple foil.”

        Another production challenge was the sleeve itself. “The Black Curious Skin Cover was too stiff to run through the folder-gluer, and it presented a scuffing challenge as well, so we taped and assembled the sleeve by hand,” Schuster said.

        He said the client also had originally specified to print the 4-color image directly on the metallic gold surface of the Curious Paper; however, the company was not able to achieve that desired look. “We suggested printing a white base as an alternative, and the results were exactly what the client imagined.” Schuster said the client was thrilled with the outcome, and they achieved success mainly because the client was open to suggestions, allowed for the processes test runs and provided quick feedback.

        The NFL Friday Night Party Mask invitation won a bronze award in the Decorative Diecutting with Foil/Embossing category in the 2013 FSEA Gold Leaf Awards competition. In addition, the company won a bronze award in the Self Promotion: Best Use of Foil/Embossing category for its Bubbly Puzzle project celebrating the company’s 86 years in business.


        Reindl Bindery Flawlessly Navigates Perfect Binding in Non-Traditional Sizes

        by Melissa DeDonder, PostPress
        Reindl Bindery Co., Inc. created a small, multiple language product and usage booklet to fit inside the packaging of a 1.7 oz. sized product for La Mer, a high-end cosmetics brand.

        For Reindl Bindery Co., Inc., in Germantown, Wisconsin, full-service means navigating a trend for perfect bound books that are non-traditional in size or thickness. The company managed this challenge with ease when La Mer, a high-end cosmetics brand, needed a small, multiple language product and usage booklet to fit inside the packaging of a 1.7 oz. sized product.

        The resulting PUR perfect bound book featured a 75x75mm trim size. The production process involved folding the signatures on Stahl folders, binding the books 4-up on Kolbus binders, splitting them from 4-up to 2-up and then trimming them on flat Polar cutters.

        David Reindl, president, said the project’s biggest challenge was the final trim size, which was well below machine specifications and required some ingenuity. “We worked closely with our customer to ensure the components would be large enough to feed on our folders and binders. Then, our operators and managers spent some time with our in-house maintenance department to develop a “bolt on” clamp for our flat cutter, which allowed us to trim down to the final size,” Reindl said.

        The customer was so pleased with the first production run that the company placed four additional orders over the next six months. In addition, the customer designed some new books with smaller trim sizes that Reindl Bindery will be tackling later this year.

        Reindl said the project opened doors for the company to produce other cosmetics-related books. “We’ve run several other perfect bound titles, but none of them have been as challenging as the LaMer books. I assume the whole reason we were awarded the other titles is because we didn’t say “No” to the challenges the LaMer project presented,” Reindl said.

        Reindl Bindery strives to keep up with the latest trends, and in doing so the company reports binding books as thin as 1/16″, as well as completing a successful test drive for an 8-page perfect bound book featuring a 100# cover and 80# coated text interior pages.

        “I never know where the industry will lead, but I’m thrilled to be working with people both internally and externally who are up for navigating the challenges and trends,” Reindl said.


        Bert-Co Towers Over the Holidays

        by Brittany Willes, PostPress
        This holiday card from Bert-Co consisted of a hinged box promoting edge-to-edge deep embossing and an illuminated APET pop-up dome. The black “quilted” box was designed to promote texture, something the company believes all luxury packaging brand owners should consider.

        For more than 30 years, Bert-Co has challenged itself to create a uniquely structured holiday card for its clients. In years past, the design team has created innovative pop-up cards, mobiles and cards that are actual boxes, always striving for a “wow” factor. For instance, the 2013 holiday card consisted of a hinged box promoting edge-to-edge deep embossing and an illuminated APET pop-up dome. The black “quilted” box was designed to promote texture, something the company believes all luxury packaging brand owners should consider.

        While the card’s structure changes from year to year, the overarching message promoting peace and joy remains the same. With the basic theme already in place, the design team set out to create a thoroughly unique structure to rival the previous years while also mimicking Bert-Co’s growth in 2014; namely, a move by the Los Angeles plant into a new, larger facility and an expansion at the Tennessee plant to add automated rigid box capabilities. As a backdrop to the main theme of peace and joy, it was decided the 2014 card also should send a message about becoming larger and better. The final result was a folding carton that started out small, as just a cube, before surprising the receiver as it opened into a telescoping tower with a removable flat card decorated with an original poem for the sender to sign. A final surprise of a snowflake dangling in the bottom completes the card.

        Production was fairly straightforward. All sections of the card were combined on one print form. The design team used an 18pt paperboard laminated on one side with metalized polyester, which then was printed on two sides. The white uncoated side provided a “quiet” feeling in order to contrast the inside and make it appear all the more dramatic. Next, the “Happy Holidays” greeting and image of a dove were foil stamped in red on the uncoated side. White ink and 4-color process were used to make a gradation in the background and to better showcase the white type. The removable flat card was printed with high rise silk screen UV snowflakes on a Sakurai press for added tactile detail. All of the processes were done in-house. The base of the card was an auto-bottom style that was automatically glued, while the rest of the structure was hand glued.

        Customers who have received the holiday card in the past readily will recognize the foil stamped dove, which helps to further reinforce the card’s traditional themes. While the 2014 card places the foil stamped dove prominently on top of the tower structure, in years past the dove’s placement has not always been as obvious. According to Suzan Kerston, executive vice president, “Some years we hide the dove a little. Our long-time customers know when they receive that year’s creation, it’s a little bit like playing ‘Where’s Waldo?’ to find the dove.”

        Not surprisingly, Bert-Co’s holiday cards have proven to be quite popular with its customers and sometimes spark packaging ideas for their own products. “Often, someone wants to buy a structure very similar to what we’ve produced,” said Kerston. “For instance, the 2014 card could house a small fragrance bottle or something like it where the snowflake currently dangles.” Past designs have seen similar repurposing by clients. The 2012 card structure was adopted by one of the company’s beauty customers as a limited edition package. The structure was a rigid box that folded in such a way that the images on the outside completely changed to form a new image. “Those are the best experiences,” stated Kerston. “It confirms that we’re producing the kind of work that brand owners want in order to help give them great retail shelf presence.”

        BIA News

        March 25, 2015

        Letter from the Chair

        Those of us in the binding, finishing and packaging industries are challenged every day to know how best to manage and position our companies not just to survive, but to prosper. We work tirelessly to keep our expenses in check and, at the same time, we think strategically as to how we should invest in our businesses.

        The fact is there are a multitude of factors to analyze and strategies to contemplate. Many times, these decisions fall under our sole care and control, leaving us to feel somewhat like The Lone Ranger.

        Fear not! All of the resources you ever could hope to have access to will be available at the 2015 BIA Annual Conference, held in Minneapolis, May 18–20. With many, many suppliers at the conference, attendees will have an unprecedented opportunity to examine the latest materials, services and products all in one room, with qualified representatives available to answer all of your questions. If that’s not enough, you will experience unparalleled networking opportunities. The peer exchanges and face-to-face networking only take place once a year… this is it!

        I certainly hope the BIA conference will be on your calendar as a “must attend event” and that all other commitments at your workplace will take a second position. Consider the time you spend at the conference as an integral part of planning for and investing in your business. I am certain that the content and quality of the conference will exceed your expectations.

        Speaking of exceeding expectations, I am sure that our new magazine – PostPress – will do just that. I hope you enjoy reading the most informative and educational resource available to postpress companies. This publication has been created with you in mind… enjoy!

        Best regards, Chris

        2015 BIA Annual Conference – The Future Is Yours

        The 2015 BIA Annual Conference, presented by Printing Industries of America, is designed for any postpress operations, including binders, graphic finishers and custom loose leaf manufacturers looking to network with industry peers, brainstorm ideas about operating techniques, advance knowledge with leading-edge speakers and connect with top suppliers and industry experts. The 2015 conference will be held May 18–20, 2015, at the Minneapolis Marriott City Center in Minneapolis, Minnesota. This year’s conference will coincide with the Print Leadership Summit, with attendees holding positions as presidents, CEOs and top-level executives of printing companies. The binding community will come together with printers to exchange ideas and shape the future of the graphic arts industry. All attendees will have the opportunity to attend the main stage conference keynote sessions and breakout track sessions. For more information, see the conference pages on pages 18-19 in this magazine or visit www.printing.org/bia.

        Membership – Join or Renew Today

        BIA is your postpress resource, dedicated to supporting the association’s valuable members through the finest networking in the postpress industry and education on the latest innovative technologies.

        Members will gain access to value-added resources that allow their companies to be more competitive and profitable. With a network of manufacturers and suppliers, BIA is expanding together toward a successful future. As The NEW BIA, the association recognizes that the industry’s needs continually are changing. Today, as part of an evolving industry, the association has broadened its range of benefits to help meet the expanding needs of members and be the postpress resource that can be relied upon for years to come.

        BIA Members Will Receive

        • Maximum discount on the annual conference, May 18-20, 2015, in Minneapolis, Minnesota, saving $200 on registration fees
        • Exclusive discounts on products, as well as networking and educational events
        • Access to professional peer networking forums
        • Free economic reports focusing on post press companies
        • An informational monthly e-newsletter
        • Integrated Learning Center courses
        • Free technical support
        • Quarterly magazine focusing on postpress/binding/finishing
        • Access to the BIA member-only listserv

        Benefits for Member Businesses

        • Learn about cutting-edge trends in finishing equipment and technology and how to apply them to every operation
        • Discover ways to expand offerings and product lines
        • Branch into hot, growing markets, such as packaging, with the necessary skills, equipment and other resources
        • Increase on-time order delivery and meet customer demands
        • Become more competitive in the market

        For more information about membership, go to www.printing.org/bia.

        Board Choice Sets the Stage

        March 25, 2015

        by Jen Clark, PostPress
        The Signature Access folder gluer from American International Machinery, Inc., Oak Creek, Wisconsin, is shown with paperboard blanks loaded in the feeder.

        Picking the right board for a particular application – whether for book or carton production – relies on a variety of factors, but the key to executing a flawless project is to have a production team in place, according to industry experts. While not always an option, a team approach can ensure a profitable and successful outcome for each set of circumstances.

        PostPress reached out to industry experts at American International Machinery (AIM), Bobst North America, Inc. and Eska Graphic Board for more information on the impact of board choice for book and carton production, as well as an understanding of operational issues that can arise when a holistic approach isn’t taken prior to production. Bobst North America, Roseland, New Jersey, and AIM, Oak Creek, Wisconsin, make equipment that turns board into cartons, while Eska, Chesapeake, Virginia, makes board for both books and packaging.

        Involve the team

        “Board selection is a very important process,” said Kevin Koplin, managing director at AIM, “and to have everyone involved who will work with the product (from the beginning) is very beneficial.”

        Ideally, the production team should be involved with every job from the start, said Rob McCann, process optimization manager for Bobst North America. “Yet for various reasons, not every plant has a production team. Many plants have a manager or lead person for each phase of the converting process, but not an actual team that proactively arrives at decisions together that will best suit all of the departments.”

        Koplin explained that the team should be involved as early as the estimating stage. “The production team should work with the designers and estimators to make sure the proper board is used for the job,” he said. “If they are not involved, the company could incur additional costs during the process because of increased waste due to wrong grain or thickness of board to the size and configuration of the carton.”

        According to David Senter, sales account manager for Eska, his company can be part of the production team. “We come to our customers’ sites free of charge to help with planning and production,” he said. “If problems arise, Eska is there to work with customers to evaluate and adjust the process to be successful.”

        Anticipate production issues

        When choosing a substrate and the machine on which it will run, there are certain things to consider as well, McCann said. “There are very few standard rules for any application; and, as products across the board constantly are evolving, the variables increase each day, making it even more challenging to know the best converting approach for a given job,” he said. “An operator is limited to what he can overcome on press. If a problem must be solved by the operator, it normally is too late. This is where planning and having a production team in place play an important role in early identification and prevention of potential production obstacles.”

        Issues such as choosing to run very thin material with multiple scores perpendicular to machine running direction will limit the speed and quality of the carton on a high-speed folder-gluer. Koplin said different types of board always will run differently. Board with the wrong grain direction, for example, is another problem. “You need to have the right grain direction to give the box the strength and stability for storage,” he said. “The right grain direction also allows the box to fold better, therefore increasing speeds and eliminating waste.”

        Added McCann: “Unfortunately, these are not things an operator can “fix.” These issues must be known and discussed in the initial production meeting. The same holds true for recycled board. There are some general guidelines that an experienced operator will know when dealing with this material, but the operator will have limited options once on press.”

        This is why having the production team involved from the start of a project is important, Koplin said. “They know what boards, stock, grain direction, etc. will help with the production of the product,” he said. “Virgin board always will run better and faster than recycled board, but this also can depend on the complexity of the carton to be produced. The type of machine and the experience of the operator will have a big influence on how the cartons will run. But, the main influences are the board used and the experience of the operator to overcome any problems that they run into during production.”

        Consider the board material

        Awareness of sustainability and recyclability factors is a must for book manufacturing customers and publishers, Senter said. “When selecting a board, most customers require FSC certification, COC (Chain of Custody) documentation and CPSIA (US Consumer Product Safety Improvement Act) certification,” he said. However, an eco-friendly label doesn’t necessarily equate to a higher production cost or level of difficulty. “Other than a small percentage of material that is virgin fiber, most board is made from recycled fiber. Eco-friendly inks and glues will work with recycled board and generally don’t carry a higher cost than non-eco-friendly materials.”

        Senter noted a few common mistakes to watch for when choosing the type of board. “Proper caliper of board should be taken into consideration based on the size and weight of book being produced,” he said. “Consideration should be given to the smoothness of the board. After being covered with a costly material, no one wants to be surprised with a surface that looks like an orange peel. For decoration, the board must be able to withstand and hold up to die designs. The board should work well with cover material, foil type and required detail of the die image.”

        The type of material obviously plays a key role in the entire converting process, McCann said. “There can be structural issues with a carton that must be taken into consideration. These issues may not effect production, but the end user performance of the product.” Knowing what finishing techniques will take place also is an important factor, he added. “Other issues to consider are making sure that a particular UV coating will be compatible for hot foil stamping later down the line or that a varnish will not crack if the job calls for embossing,” he said. “Again, these variables must be known and addressed prior to starting production in order to reach the highest profit margins.”

        Koplin suggested choosing the best quality board affordable to do foiling. “You would need a good coated stock so that the adhesive for the foil is not absorbed too much into the grain of the board, causing flaking or disfiguring of the foil,” he said.

        Understand outside factors

        Senter said factors that contribute to problems in production range from process control and environment to equipment specs being out of control. “Process control is necessary in delivering a quality product every time,” he said. “Most issues found are traced to conditions such as inconsistent glue application or fluctuations in relative humidity, temperature and moisture content of materials. Machine settings and calibration, along with craftsmanship, are keys to successful production.”

        Koplin said an experienced operator can overcome many, but not all, obstacles. “Weather can have a big influence on the board,” he said. “If it is humid and the board is damp, or if it is very dry and the board dries out, it will change the way the board reacts on the machine. A good operator plays a big role in overcoming these obstacles.”

        It isn’t uncommon for machine manufacturers to get calls about equipment problems when, in reality, the issue turns out to be a board issue or even a workflow issue. “Regardless of the process – printing, converting or finishing – today’s modern equipment is very sophisticated,” McCann said. “This means that the equipment sensors, lasers, encoders and more all are feeding information to the software running the machine. This software often requires an operator to set the parameters for that particular run. If a board weight or thickness is entered incorrectly, the machine automatically may set the speeds and feeds of certain operations at different rates, resulting in misfeeds or jams. Another example is if a color or varnish is not input properly, a camera registration system may inaccurately reject a product due to non-conformity when, in reality, the machine was given the wrong information to follow.” An understanding of all factors affecting carton and book productions can ensure a smoother process.

        PostPress would like to thank Rob McCann, Bobst North America; Kevin Koplin, American International Machinery; and David Senter, Eska Graphic Board, for their input on this article. Koplin’s European counterpart, Clive Robshaw, also contributed to this article. For more information, visit www.americanintl.com, www.bobst.com or www.eskagraphicboard.com.

        Off the Radar: Creative Mail Ideas

        March 25, 2015

        by Trish Witkowski, foldfactory.com

        I’ve been studying mail for quite a while now, and I’ve learned some neat tricks that I wish I had known back in my studio days. Yes, for those who don’t know, I’m a designer – a designer with a master’s degree in printing. So, my blood runs cmyk, but my soul is all flowy and creative. I was a creative director at a design firm back when making a living off of folding and mail strategy was a dream and a decade away. At the time, sending mail was just something we did: think up an idea, send it out, sell something, turn that marketing brochure into a mail piece…

        Mail, to me, was a drag – risky, annoying in its requirements and completely uncreative. Now that I study mail, I realize how little I understood about it. So, I’m writing the article I wish I could have read back in those days.

        Fun with the envelope flap

        Modify the envelope flap to add interest and increase open rates.

        Did you know that if you’re ordering custom envelopes, the shape of the flap can be changed to create interest? For instance, a pull tab can be added or the angle could be altered – or a curve even could be added. People are so used to seeing the same sizes and shapes that small details can catch the eye and send a message that something interesting is inside.

        One thing to note: if the envelope contents will be auto-inserted by machine, ask the printer before modifying the flap. There are strict tolerances required for the process to work, and the flap size and shape have a lot to do with it.

        A design also can be printed on the envelope flap, since First-Class Mail doesn’t require a return address. The USPS does recommend that a return address is included so it can return any undeliverable mail, but the placement can be on the front or back. So, why not make the back flap interesting? There’s also a lot of nice space below the flap, so why not put color or imagery there, too?

        The back of the envelope is grossly underutilized, in my opinion. I’ve actually been noticing a trend over the past few months, and I call it “party on the back.” These envelope mailers are plain white window envelopes on the front, with full color designs on the back. Since you don’t know which way the recipient will pick up the piece, and since the non-address side with the envelope flap is the side the recipient needs to open, it’s clever to print a message, a pop of color or a pattern on the back.

        Think outside the clear zones

        Don’t send a plain envelope. If you want to put imagery or a message on the face of the envelope and it will be mailed at First-Class Mail rates, you have creative flexibility. Flexibility also can be found in the flats category, because there are far fewer regulations and the size is larger, which gives designers more area in which to be creative.

        In general, the biggest thing to be concerned about is clear zones. Space must be left for the address, the postage and the barcode clear zone, which pretty much takes up the entire right side of the envelope.

        But, once space has been allocated for these items, the rest is yours to play with – within reason. To be safe, don’t push too close to any of the clear zones, but have some fun. As you get into other classes of mail, the regulations get tighter, so ask the printer for guidance.

        Add a repositionable note

        Repositionable notes are a fun addition to an envelope. Handwriting graphics courtesy of Copydoodles.com

        Sticky notes, called repositionable notes (or RPN) by the USPS, are a fun, personal-looking and mail-friendly addition to an envelope. A print service provider can print a sticky note and apply it by machine with standard labeling equipment. Common practice is to print a message on the note that looks like it’s a handwritten personal message. By the way, if you need handwritten graphics, try copydoodles.com.

        Sticky notes can be applied to the outside of envelopes for letters or flats, and there are different guidelines for each type of mail. And, if you’re on a particularly tight budget but love the sticky note idea, an image of a sticky note can be printed on an envelope for a similar effect.

        Custom windows

        Windows on an envelope most commonly are used to show the address and the return address; however, windows can be a creative tool, too. Did you know a custom window envelope can be ordered? A custom window design can create something unique that gets a lot of attention – a unique shape, a larger view of the contents or a compelling fragment of an image. A trend right now is what I call the keyhole window. It’s a tiny little window that shows just a peek of what’s inside. Curiosity does wonders for increasing the opening rate on a mail piece.

        Creative opening mechanisms

        How many ways can you get into an envelope or a folded self mailer? More ways than you think. By adding a clever opening device, some intrigue and a little bit of fun can be added to opening the mail. Add a zip strip, a string pull, a snap off end or a pull tab. Ask the printer for help with the placement of the opening mechanism, because there often are production details to deal with to make it work, but these can be really fun.

        Related to this, I’ve noticed a trend for using engaging pulls and zip strips to reveal messages, instead of as opening mechanisms. For example, a zip strip across the back of an envelope can reveal a message or the answer to a question. It doesn’t get the reader into the envelope, but it adds interest in the content by giving the reader something fun to discover.

        Creative postage and address strategy

        There also are some neat things that can be done with the postage and the address. These include custom stamps and limited edition stamps that catch the eye, precanceled stamps, multiple-stamp strategies, mailer’s postmarks, creative addressing techniques and more. You’d be surprised at what you can do to make your mailpiece look important and personal. Ask the printer or mailhouse for options.

        Flaps on FSM

        I like using flaps on folded self-mailers – flaps make for fun opening mechanisms and add interest. A flap is created when an extended portion of the address side panel is folded over to the non-address side for the closure of a mail piece. The edges must be sealed with tabs or glue to USPS specification for mailability/machinability, and there are requirements for length and height based on whether they’re off the top or side, so pay attention to those.

        My favorite thing to do is to add a diecut shape to a flap. Shaped flaps require a continuous glue line along the edge, but you can do some really eye-catching things with a short flap that has a fun shape to it.

        Postage-friendly creative mail formats

        The format options for direct mail only are limited by your creativity, budget and the mail service level that is chosen. I could write for days about the different things that can be done, from simple to complex to dimensional and more.

        One thing that tends to happen with creative mail formats is that people get excited about the design possibilities, but forget all about postage costs. Very commonly, the final product is in the shape of a square. I know designers love square-format design projects – I love them, too. And, hey, if money is no object, make a square, send it out and enjoy every minute of it. I think all designers have project-envy over those types of fortunate scenarios, but that’s not usually the case. Clients typically want to save money, so don’t pay the non-machinable letter surcharge if you don’t have to.

        The Fall 2014 issue of The Binding Edge contained an article I wrote about the need to find ways to cut costs on postage so you can splurge on the format, while not compromising on the “wow factor.” The basic concept is something I call a Splurge/Save strategy. A Splurge/Save strategy involves converting a specialty format into a mail-friendly (i.e., machinable) size and shape. As a result, the customer gets a specialty format, but it can be mailed at normal, machinable or even bulk rates. In my opinion, it changes everything.

        Rethink the Iron Cross fold to make it mail-friendly.

        The Iron Cross fold is a great example. It’s a popular fold and commonly is designed in a square format. I think it’s the only proportion most people have seen it in, so by force of habit (or the chance to produce something square), the designer makes it square. However, the classic Iron Cross easily translates into a machinable, self-mailing rectangular format.

        This is an excellent reminder to look at specialty formats differently and approach them with the intention of making them more mail-friendly.

        Have fun (within reason)

        Mail doesn’t have to be a drag. Yes, the regulations are daunting, but if you know what the options are and how to manipulate the medium of mail, great things can be created that sail through the mail stream and get the attention they deserve.

        Trish Witkowski is chief folding fanatic at foldfactory.com. An educator, author, speaker and award-winning designer, Witkowski specializes in creative solutions for mail and marketing. She hosts the online video series “60-Second Super-Cool Fold of the Week.” Witkowski has an MS in printing and a BFA in graphic design from RIT. For more information, visit www.foldfactory.com.

        Digital Print Challenges the Binding and Finishing Process

        March 25, 2015

        by Jen Clark, PostPress
        A project from McGraphics, Inc. that required foil stamping over digital printing.

        Keep the customer happy.

        That’s the mantra for printers, finishers and equipment manufacturers alike. With the rise in use of digital printing and its growing popularity, keeping the customer happy comes with a whole new set of worries for postpress experts.

        Finishing experts ready for digital production issues

        Customers expect their projects to be completed faster than ever, said Tom Alvis, owner of Seattle Bindery and Finishing. “Fast turnaround time, more and more digital printing and short-run jobs – these have been the trends for the last decade. We actually downsized our perfect binding capacity so we could be competitive on short-run jobs, and we decided to get out of the large-run market.”

        The Seattle, Washington-based postpress house specializes in custom tabs and presentation folders; folding and stitching; foil stamping, embossing and diecutting; plastic spiral; Wire-O®; perfect binding and film laminating. Embracing the digital print trend didn’t come without headaches, though. “The biggest challenge we find with digital print is the inconsistency in how finishing techniques work with products off of the different manufacturers’ presses,” Alvis said. “The chemistry is different. We do foil stamping, UV coating and laminating, and all three processes require adhesion to digital print. That is where we find the biggest challenge.”

        Digital print certainly has sped up the printing industry and increased turn times, said Neal McEwen, president of McGraphics, Inc. The only real disadvantage digital has to traditional printing is the registration issues. “Back in the old letterpress days, there would be gripper and guide marks,” he explained. “With digital print, we are getting things that have little to no registration. However, digital printing registration really has improved over the last few years.”

        McGraphics, Inc. is a family-owned graphic finishing house located in Nashville, Tennessee. Tommy McEwen is the company’s owner and his son, Neal, is the president. “My father started the company in 1986,” Neal McEwen said. “We have fewer than 25 employees, but have grown over the years to fill a 20,000 square foot facility.” He said his grandmother also worked for many years in the graphic finishing industry. “We’ve had three generations in this industry and have seen many changes and trends over the years,” he said.

        The company now is seeing more variable data work, McEwen said. “We do a lot of scratch-off foil stamping, probably four to five jobs a month of coupons for department stores and (car) dealerships. It has greatly increased our workload in many ways,” he said. “It’s also hurt us in other areas. With that said, my only real complaint is the lack of registration.”

        Alvis said figuring out how the various finishing techniques will work on digital print can be time-consuming. “Until a customer sends in a specific job off of their machine, we don’t really know if UV coatings, foil or laminating films will adhere or not,” he said. “Some digital printers also use fuser oil that leaves a residue on the sheet. Sometimes, we physically have to wipe the sheets down with rubbing alcohol to get anything to stick to them. We notice that the most with UV coating – the UV coating will scratch right off. However, if we rub the sheet down with alcohol, it will stick beautifully.”

        He said his company also has had to change the UV coatings that it uses to find one that will adhere to digital print. In addition, foils sometimes won’t stick to certain color areas. “I would say the most critical issue would be with laminating films. With foil and UV coating, we know right away if it is sticking or not,” he said. “With film laminate, we laminate the sheets and think they look good. However, if we let the sheets sit for 24 hours, like we prefer, before scoring, diecutting or cutting the laminated sheet, sometimes the laminate peels away from the edges. We’ve also seen the laminate stick to the image ink or toner, but then the ink or toner delaminates off of the paper. Out of all the heartaches with digital, that is the biggest one.”

        Another issue with digital print that Alvis noted is dry, brittle paper. “Some jobs will score and mold great, but the paper will be so brittle that no matter how we score it, it is going to crack,” he said.

        There are minor financial impacts because more testing is involved, he said. “We are happy to do testing because, while there is cost involved in doing a test, it is better than paying for a reprint. Nothing makes the customer unhappy more than that,” Alvis explained.

        McGraphics also provides testing as a courtesy for its customers – mostly with scratch-off foils. “We do need to make sure that our foils will stick to their inks or their digital prints,” McEwen said. “Sometimes, customers will bring in a couple of sheets for testing and we will throw those sheets in on a random die to make sure everything will work correctly.”

        Customers expect these postpress experts to be, well, experts, Alvis said. “They want us be able to work out any potential issues. And, if we can’t, we should be able to tell them ahead of time, not when the product already is in their hands.” For that, testing is key, but potential customers don’t always have time for that. “Those unknowns can end up costing some sales,” Alvis said.

        Even with existing customers, he said, testing comes in to play. “Once we’ve worked with a customer for a while, we are aware of what the digital jobs will require, and we know if there will be challenges,” he explained. “The first thing I do when I get a new customer – or someone has changed something on their press or gotten a new digital press – is ask them to send over sheets with heavy coverage so we can throw them through the UV coater, add foil and put them through the laminator. That way, we know what will or won’t work.”

        McEwen acknowledged that digital print shops, as well as digital press manufacturers, utilize different formulations regarding inks and papers, which is where testing plays a part. “All digital printers are different, but the digital inks and papers we work with are just fine,” he said. “It works basically like any other print job that comes in and we complete whatever finishing process the customer desires.”

        Manufacturers play a key role

        From the manufacturer’s standpoint, modularity and flexibility are the keys to successful digital print finishing operations. “Simply sheeting off the press can leave opportunity on the table,” said Lance Martin, director of sales for MBO America, Marlton, New Jersey. Martin talked about the numerous changes affecting all stages of production, and especially, finishing.

        “The most competitive printers today are offering an increasing range of products, from long-run offset to complex, variable jobs – with the fewest touches – and all while ensuring tight, verifiable control and reporting. They want the efficiency of going from a roll to finished product without handling it. Years ago, they wanted a box that made sheets,” Martin said. “Now, it has to fold, perforate, glue, affix cards, plow, diecut and track – and then be ready to switch to something else. We no longer have one line that works one way, to produce one product.”

        On top of increased types of production, postpress manufacturers have had to incorporate support for more media, as digital press OEMs are figuring out how to print on more stocks to bring costs down on digital print processes.

        Last, but not least – for now – is a changed labor pool. Martin said this is “another interesting phenomenon to consider.” He noted that manufacturers cannot make machinery that requires a deeply skilled journeyman operator making constant adjustments. “The operator has to be able to set the equipment up with minimal input, if any at all.”

        MBO prepared for these changes years ago, when it began migration to a business model based on system modularity, and in doing so now can support customers with cost-effective, flexible, automated solutions for all types of products “Customers can easily integrate and reconfigure lines to build systems that create complex results, but are simple to operate,” he said. “There is pressure on the industry for higher margins. We have to continue to take inefficiencies out of the equation. We have to figure out how to use less labor and increase automation to make our customers more competitive.”

        Moving forward, Martin sees a couple of trends on the horizon, including the introduction of more operator-friendly machines. He also sees a push for better use of variable data. “That isn’t anything new, but as people talk about the variable data ability of a press, we are learning more and more about how it can affect finishing too,” he said. “Any time a bar code goes down, we have to gather it so the finishing machines do something special for the customer.” Martin doesn’t think the full potential of variable data has been realized, either. “We are getting better every year, but we haven’t tapped into its full potential,” he said.

        Overall, Martin sees tremendous growth in the industry. “We’ve seen a lot of big pushes in the last six months. The entire printing market – all the major markets really – has seen increased activity. It’s good for the industry and we are prepared for it.”


        Related Story

        • Green Button Technology in Print Finishing

        Foils Changing With the Times

        March 25, 2015

        by Jeff Peterson, Foil & Specialty Effects Association
        The increased use of foil in high-speed narrow web applications has resulted in foil manufacturers needing to adjust their formulations for quicker releases and much faster run speeds.

        As technology and processes have changed in the printing industry, hot stamping foil manufacturers have had to change, as well. Today, foils must be compatible with digitally printed materials, a new array of specialty UV coatings, UV inks and an ever-growing choice of substrates in the marketplace. In addition, finishers who offer foil stamping need to run presses at faster and faster speeds, with high demand from customers not going away anytime soon. Foil manufacturers have formulations for both narrow web and sheet-fed cold foil applications, too, which continue to grow in popularity.

        Foil improves to meet demand for press speed and substrate variance In years past, it was difficult for the print finisher offering foil stamping services to keep in inventory a type of foil that could work on a variety of stocks. “In the past, there were many formulations of foil for all types of substrates and coatings,” remarked Paul Miller, technical support manager for API Foils. “These days, we have products that can work on a broader range of substrates. This has helped foil stampers with faster turnaround times and saved them from having to place special orders for every foil job.”

        With the increased use of foil in high-speed narrow web applications over the last several years, foil manufacturers have had to adjust their formulations to result in quicker releases and much faster run speeds. These improvements have spilled over into the sheet-fed side to help both platen and clamshell foil presses run at faster speeds and at lower foil release temperatures. “The growth in the use of both hot and cold foils in rotary narrow web applications has seen foil manufacturers develop foils that perform at higher rates of speed and still offer the same performance in coverage, fine-line detail, high-sheen and sharp edge definition,” stated Brian Hill, technical specialist, Kurz Transfer Products. “In addition, new foil formulations have been developed to run at lower temperatures and still maintain excellent coverage through the press run.”

        Growth of digital printing adds foil challenges

        The world of digital printing is growing at an astronomical rate. Studies show that digital printing will grow nearly 10 percent each year over the next five to ten years, while other printing processes will continue a gradual decline. The technology is allowing faster speeds and larger sheets, meaning more digitally printed work is showing up on the doorsteps of the print finisher every day. “We now are seeing a substantial and growing percentage of the jobs coming in have been digitally printed,” said Bob Windler, president of Diecrafters, a Cicero, Illinois, print finisher. “It is more important than ever that we have foil products and set procedures to work with digitally printed materials.”

        Foil manufacturers have created specific formulations that have been shown to work very well on many of the inkjet and toner-based digital machines. It is recommended to have these products readily available on the shelf – especially in gold and silver. This can help increase margins, since special orders won’t need to be placed, and decrease turnaround times, which are usually very short on short-run digital work. In addition, keeping a general foil on hand that works with digitally printed material should not take up an enormous amount of inventory space since many times the digitally printed jobs are smaller in nature. However, as stated earlier, the volume of digitally printed materials continues to grow as the technology changes.

        Foils adapt to work with coatings

        In recent years, the use of specialty coatings and laminates has been on the increase. This includes textured, profile (raised) and soft touch coatings, as well as soft touch and other specialty laminates. “Foil products have improved in the way they work on certain UV coatings,” says Ken Noonan, technical service representative for ITW Foils. “However, specialty coatings, such as soft touch, have been somewhat unpredictable. Sometimes, they foil stamp fine and other jobs are very difficult.” As with any questionable coatings or inks, it is best to have samples completed and foil stamped ahead of time to determine if the foil will be compatible with the coating.

        One of the largest problems with certain coatings and laminates in the past has been a low dyne count (or high surface tension) on the surface of the substrate. Special foil formulations now are available that can stamp on dyne levels as low as 30 dynes; while just ten years ago or less, surfaces had to be nearly 40 dynes before they were stampable. Most of these special foils are available in gold and silver only, but have proved to work very well on UV coatings and laminates that at one point were virtually impossible to foil stamp.

        Many UV coatings now are added inline with the printing press. “The inline coatings seem to cause fewer problems with foil adhesion, as long as they have been cured effectively, than with offline coatings,” remarked Hill. “The inline use of the coatings usually is at a lower volume and helps create less chance for very low dyne counts on the substrate.”

        “Ideally, it still is best to add the UV coating after the foil is applied,” stated Miller, which he recommends to customers whenever possible. “It is very difficult to tell if a foil is applied before or after the coating when looking at it from even a short distance,” continued Miller. “Coating after the foil stamping also protects the foil, as it does the inks.”

        Cold foil meets a newer industry need

        The growth in the use of cold foil for both narrow web flexo and sheet-fed applications has forced foil manufacturers to create special formulations that release from the contact of a tacky adhesive rather than the heat and pressure of a foil stamping press. This increase in cold foil popularity adds to the special formulations that now must be available in the marketplace. “Cold foil certainly is here to stay for certain applications,” explained Noonan. “The foil products now available for cold foil are much better today than just a few years ago, including quality adhesives and the proper printing blankets to match the foiling.”

        It is important to point out that using a quality adhesive is just as important as the foil for the cold foil process. The foils, adhesives and process for applying cold foil all have improved in recent years to create a higher quality finished product. However, hot foil stamping still is preferred for many foil applications and can be a better solution, depending on the overall coverage needs and specific application.

        Hot and cold foils will evolve as the graphic arts industry continues to change. These changes include the growth of digital (inkjet) printing, an increased use of specialty coatings and laminates and the increase in cold foil usage. All of this is keeping the chemists within the foil manufacturing companies very busy and adds to the challenges of job production for print finishers. “I have been in this business for over 40 years,” said Windler. “It amazes me that we continue to run into new foil challenges and opportunities on an almost weekly basis.”

        FSEA News

        March 25, 2015

        FSEA Welcomes New Board Member

        Helen Rallis, field product manager – coatings for Sun Chemical Corporation, has joined the FSEA Board of Directors. Rallis has worked for Sun Chemical for 20 years in varying technical positions, including 12 years as the manager of the Liquid Inks Applications Lab in the company’s Carlstadt, New Jersey, Research and Development Center. She has experience with water-based, solvent-based and energy-cured technologies and currently is the product manager in charge of Sun Chemical’s energy-curable coatings portfolio, as well as the SunInspire specialty coatings line.

        FSEA Gold Leaf Award Sponsors Recognized

        The entries have been received, and judging is about to begin! The FSEA Gold Leaf Awards highlight the best work in the print finishing industry, with entrants judged on design, execution and level of difficulty in over 25 categories. A Best of Show award will be selected from among all of the Gold Award winners, and all winners will be announced at the Gold Leaf Awards Banquet during the 2015 IADD·FSEA Odyssey in Schaumburg, Illinois, May 13-15. Competition winners also will be highlighted in promotional campaigns, PostPress magazine and other trade publications, on the FSEA website and at industry events throughout 2015.

        The FSEA is deeply appreciative of the sponsors of the Gold Leaf Awards competition for their support and promotion of the print finishing industry.

        Platinum Sponsors

        • API Foils
        • Bobst North America
        • Brausse Group
        • Crown Roll Leaf
        • Gietz AG
        • h+m USA, L.P.
        • ITW Foils
        • Infinity Foils, Incorporated
        • Kurz Transfer Products, L.P.
        • Masterwork USA
        • Metal Magic
        • Univacco Technology Inc.
        • Universal Engraving, Inc. – A UEI Group Company

        Gold Sponsors

        • Brandtjen & Kluge, Inc.
        • Eagle Systems Inc.
        • Foilco Limited
        • Liberty Foils
        • MGI USA, Inc.
        • Owosso Graphic Arts, Inc.

        FSEA Launches Redesigned Website

        The Foil & Specialty Effects Association (FSEA) has redesigned its website to provide its members and potential members a one-stop-shop for information on the use of foil stamping, embossing, cold foil technologies, specialty coatings, laminates and laser cutting.

        The new site highlights a study on the impact of high-visibility enhancements on consumer purchasing behavior; association services, such as discount programs and green initiatives; and various resources for those in the finishing industry. It provides information on the annual Gold Leaf and biannual Lifetime Achievement awards, and it has archives of winners from past competitions. The members-only section provides valuable information that can help increase a member-company’s bottom line by selling the value of foil and embossing. Items include case studies, research studies and more.

        Prominent links to FinisherFinder, a quick reference tool to source a wide range of print finishing processes, and information on the IADD•FSEA Odyssey, the converting industry’s premier event targeted specifically to diemaking/diecutting, foil stamping/embossing and specialty effects processes, also are available. For more information, visit www.fsea.com.

        Green Button Technology in Print Finishing

        March 25, 2015

        by Al Boese, Bindrite Dealers Association

        Beginning in the mid-1990s, digital technology changed the world and the printing industry along with it. This was a revolution indeed, as the devices employed by printers – while improved over time – had remained substantially unchanged over centuries. The machines used by the printing industry, beginning with setting cold and hot type, the Gutenberg Letter Press and crude guillotine paper cutters were classically analog and performed yeoman-like service for five hundred years (give or take a few).

        In the late 20th century, however, the digital revolution tore down everything within a couple of decades. Cold type setters in 1980 were working a Compugraphic phototypesetter in 1990 or not working at all. Darkroom film strippers in 1980 were learning color management software in 2000.

        Most people date the beginning of this metamorphosis to the introduction of digital image setters, a disruptive technology that changed prepress forever. Because these devices could go directly from artwork file to press, they eliminated facilities, darkrooms, cameras and stripping.

        In the late 20th century, prepress technology made the jump to imaging directly to plates already installed on the press – skipping the film stage altogether. This was the beginning of what I call the Green Button Revolution.

        What is the green button revolution? Basically, it is the next stage of automation in digital printing, and it now is beginning to affect all phases of paper handling, binding, protecting and the other print finishing processes. Green button means that worker intervention is minimized; in its most ideal form, the operator merely needs to load the machine and press a button (which most often is green). The end product comes out the other end.

        In the late 20th century, the green button revolution already was manifesting itself in other ways. Office photocopiers were increasingly deploying touchpad controls. Along the way, these machines were becoming multifunctional in ways that the old office mimeograph user could not have imagined. Options such as duplex printing, reduction or enlargement, print orientation, collating and stapling became standard. It all was integrated with and enabled by desktop publishing technology and distributed far and wide by networking systems. Simultaneously, electrostatic and inkjet printers propelled digital printing into the large format world.

        But, where did this leave print finishing, the overlooked stepchild of the printing industry? Print finishing was an analog world from the beginning and has remained so almost without exception until a few years ago. The shining exception was the Fast Back Thermal Strip Binding Process developed and introduced by Powis Parker in the mid-1990s. That product was a glorious success owing to several factors, including aesthetics (the finished bound book looked great), operator simplicity, versatility and modern industrial design. It was a pioneer in the green button revolution.

        It was not until early 2000 when the next green button print finishing machine came along – the ALM 3220, a fully automatic laminator. Designed by FujiPla of Japan and introduced by DryLam, the ALM 3220 changed the way the industry thought about lamination and began the onset of an ever growing parade of green button finishing equipment.

        Supporting statistics

        Speaking at the BindRite 2014 annual meeting, National Print Owners Association (NPOA) president John Stewart made a compelling case for more automation in post-print processes across the board. Stewart presented statistics derived from NPOA’s 2014-2015 Financial Benchmarking Study, which included such fundamentals as annual sales, cost of goods and payroll. Notable among the trends was Stewart’s conclusion that labor costs are rising significantly faster than other shop expenditures. A key chart showed labor expenditures as a percentage of all costs climbing from 24.3 percent in 1983 to 32.5 percent in 2011.

        That leap establishes labor costs as the single greatest category of business expense, overtaking overhead as the greatest drag on profits. In fact, with overhead and cost of sales remaining relatively stable over the 30-year period, the uptick in labor costs comes almost directly out of owner’s compensation.

        These findings account to no small degree for a surge in sales of automated finishing equipment. The deployment of green button technology generally results in immediate improvements in productivity. Time is saved because the user interface is intuitive and simple. Many standard jobs are pre-programmed, and custom work can be stored for future use. Job setup is simple, swift and precise. Machine operation during a job run is automatic, freeing an operator to prepare the material for the next job or other multitasking activity. Likewise, material is conserved because makeready essentially is eliminated, and a perfect result usually is achieved on the first sheet or book. Green button technology is alive and flourishing, with even more potential for the future.

        Al Boese is executive director of the BindRite Dealers Association and can be reached at 847.283.0970 or al.boese@bindrite.com.


        Related Story

        • Digital Print Challenges the Binding and Finishing Process

        Preparing for Machine Installation

        March 25, 2015

        by John Kaverman, Pad Print Pros, LLC

        Recently, I’ve been in two different companies to install new equipment systems and to train their operators. Neither of the companies was prepared for either the installation or the training. Unfortunately, this happens all of the time.

        Many companies fail to adequately prepare to receive a new piece of equipment or schedule dedicated personnel and time for training. As a result, valuable training time is lost, and the training is not as successful as it otherwise could (and should) have been. There are simple things that can be done to help maximize installation and training time.

        Environment: The environment should be clean, organized and, ideally, climate-controlled and properly ventilated.

        At a minimum, the room or area where the machine will be installed should be cleared of clutter and swept. Paying me to come in to the plant and push a broom doesn’t make sense. As a “clean freak,” I don’t mind pushing a broom, and I certainly don’t think the task is below me. However, there are better uses of my time.

        Any process works best in a controlled environment. Even if the facility doesn’t have an air-conditioned space, the negative effects of variations in temperature and relative humidity can be minimized by keeping the machine out of thoroughfares (where dust and dirt are stirred up by constant traffic, and rubber-necking personnel cause distractions) and away from outside walls and areas where drafts are common (overhead doors, beneath heat ducts, etc.).

        Utilities: The correct power and, if necessary, compressed air need to be available.

        Even though my quotes specify the correct power requirements for the equipment being installed, many companies fail to ensure that the correct power is available until I show up. As a result, I lose half a day of training time running to the nearest Builder’s Square or Grainger store to pick up the correct plug or parts.

        Check with the equipment supplier to ensure the correct receptacle is on hand simply by taking a digital photo of the receptacle and messaging or emailing it to them. If the supplier ships without a plug installed (as some manufacturers do), coordinate ahead of time to ensure that the right plug is available to wire the machine in once it arrives.

        Tools: The correct wrenches, screwdrivers, screws, nuts, bolts, etc. should be available.

        If the installing technician is bringing his or her own tools, go out and buy whatever he or she uses while the technician is on site. That way, the installing technician can evaluate the tools on hand and point out anything that will be needed once the install is complete.

        People and Time: Dedicate the right personnel and adequate time for training.

        Too often it is unclear which personnel are supposed to be trained and when. If the facility is new to the process and/or has a manufacturer that provides training in its facility, it typically is a good idea to go to the manufacturer’s facility rather than having the technician visit for the initial training. This is true for two reasons.

        The manufacturer has all of the “stuff” necessary on hand. The tools, supplies and facilities are available to maximize training time. No time is lost running all over the shop or visiting the nearest hardware store to purchase the supplies mentioned in this article. The operators receiving training can focus on the instruction without being constantly distracted with the “normal” requirements of their jobs.

        Not everyone has to be included in training at the manufacturer’s facility. In any organization, someone has to be willing to accept responsibility for the success of the department. Someone has to “take ownership.” That person is the one who needs to attend training at the manufacturer’s facility.

        Maintenance personnel don’t need to visit the manufacturer for training unless complicated automation is being purchased. They can be trained in conjunction with the installation.

        If only in-house training is available, limit the number of people being trained to no more than four per shift. Beyond that, a trainer cannot adequately interface with the operators to give them enough one-on-one, hands-on time to become comfortable.

        If dedicated operators aren’t already in place, choose people who have exhibited the ability to follow directions and are conscientious. In initial training, personnel need to be able to focus and follow directions. Later, once they’ve gained enough machine time to become proficient, they may revise the trainer’s process to work within their own shop. That’s fine. I realize that my methodology isn’t right for everyone… and, as long as shop personnel can revise the process in a logical manner, document the revisions and teach someone else to perform them, revisions won’t result in bad habits that negatively impact efficiency and productivity.

        John Kaverman has a degree in printing technology and decades of experience in process, applications and pad printing systems engineering. He has written extensively for Plastics Decorating and other industry-related publications and organizations and has authored two books on the pad printing process. Kaverman is the head of Pad Print Pros and can be reached at 517.467.5340 or www.padprintpros.com.


        Installation and Training Checklist

        Maximize the effectiveness of machine installation and training with this checklist.

        Environment

        • __ Adequately sized
        • __ Clean
        • __ Organized
        • __ Ventilated

        Utilities

        • __ Power (voltage, phase, plug configuration)
        • __ Air (regulators, hoses, fittings)

        Tools

        • __ Allen/hex wrenches
        • __ Screwdrivers or drill
        • __ Pliers
        • __ Vice-grips

        People and Time

        • __ Initial training at manufacturer
        • __ In-house training
        • __ Ownership of the process/correct personnel
        • __ Dedicated time/distraction-free
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