Abstract:
A method for incorporating additional information into preformatted documents includes retrieving data comprising the preformatted document; analyzing the preformatted document data; creating additional whitespace outside pre-existing boundaries of the preformatted document data without changing composition of the preformatted document; and inserting the additional information into the whitespace.

Description:
CROSS REFERENCE TO RELATED APPLICATIONS 
       [0001]    Reference is made to commonly-assigned copending U.S. Patent application Ser. No. ______ (Attorney Docket No. K000990US01NAB), filed herewith, entitled SYSTEM FOR ADDING CONTENT TO PREFORMATTED DOCUMENTS, by Donahue et al.; the disclosure of which is incorporated herein. 
     
    
     FIELD OF THE INVENTION 
       [0002]    This application relates in general to incorporating additional information into preformatted documents and in particular creating additional whitespace outside pre-existing boundaries of the preformatted document. 
       BACKGROUND OF THE INVENTION 
       [0003]    In transactional printing a set of commonly formatted personalized documents, each targeting a different mail recipient, is generated. Each document has a format and informational page content that is specific to an intended recipient. In practice, such targeted transactional documents are generated from a carefully designed document template known as a form. Other data such as database driven variable content generation rules, graphical content such as company logos, and various databases are used in conjunction with the form as input to a document composition processor. 
         [0004]    The document composition engine uses this data in the generation of a set of transactional documents represented as a sequence of composed graphical pages to be printed, finished and mailed to their various target recipients. The format of each graphical page entry of each transactional document of the content to be printed is encoded in a page definition language format such as AFP, IPDS, Adobe PostScript, PPML, Adobe PDF, and ISO PDF/VT. 
         [0005]    Given the kind of personal and business information conveyed in a transactional document, including such things as billing information and printed convenience checks, various security safeguards are typically implemented throughout the print manufacturing process and in some cases the mail delivery process. Such safeguards include verification of the generation of each page of each transactional document, printing of each page of each document, finishing of each document, enveloping and mail distribution. In most all cases of transactional printing the intended output must be guaranteed as having been manufactured and mailed to its target recipient and audit information must be provided as proof. 
         [0006]    In many cases, aspects of the form design must incorporate features related to the auditing safeguards used during the print production, finishing, and mail fulfillment. These requirements, along with the need to clearly communicate the personal transactional information to the target recipient, place a significant burden on the form design. As most transactional documents are routinely generated, such as a monthly utility bill, the form design remains constant from month to month so as to minimize the risk in confusing the customer in their interpretation of the transactional information presented. 
         [0007]    A recent practice in transactional printing is to add supplemental graphical content to one or more of the various pages comprising each transactional document. Such graphical content may be an advertisement or a coupon that might be of general interest to the target recipient. Adding such an advertisement to a transactional document serves to increase the value of the transactional document as it may lead to a sales opportunity for the advertiser. Though adding custom promotional advertisements to a transactional document may serve to increase their overall value, adding such content intrusively to an existing transactional document form is often difficult and costly as it requires a redesign of a standard form which is optimized to manufacturing safe guard standards and its fundamental informational layout of familiarity to the end recipient. 
         [0008]    There exists a need for a means by which advertisement content can be added to the pages of a transactional document without the need to neither revise the original form design nor change the way the transactional information is presented to the target recipient. 
       SUMMARY OF THE INVENTION 
       [0009]    Briefly, according to one aspect of the present invention a method for incorporating additional information into preformatted documents includes retrieving data comprising the preformatted document; analyzing the preformatted document data; creating additional whitespace outside pre-existing boundaries of the preformatted document data without changing composition of the preformatted document; and inserting the additional information into the whitespace. 
         [0010]    To accomplish this, an additional process is inserted between the transactional document generation process and the print manufacturing workflow that scans the stream of document and page PDL data. During scanning, the process identifies document break boundaries and the one or more pages of the transactional documents. Of the pages of a transactional document, one or more specific target pages are identified to carry a static marketing message or a dynamic marketing message either by their document page index, or by specific content or metadata present in the page definition. These identified pages are the pages that will receive an imprinted advertisement. Also identified is information that identifies the recipient such as a recipient ID. The recipient ID, for example, might be used by the process to identify a record of a database that provides detailed demographic information about the target recipient. Based on a set of predefined database mapping rules, graphical content representing a personalized marketing message or coupon is generated or a predefined offer or advertisement is selected. The graphical content element representing the advertisement is then merged as content into the pages selected for imprinted content where the content is added to a location of the page that is outside the area of its form content. 
         [0011]    If the area of the form content already completely covers that of the intended finished page size, then the processor shall adjust the size of the target page size in a direction that is best accommodated by the established configuration of the print manufacturing system, and a larger page size that accommodates the additional promotional page content is used. Another technique is to dynamically adjust the size the form and its content to create additional white space on the intended finished page size, into which advertisement/messaging content can be dynamically added. 
         [0012]    The invention and its objects and advantages will become more apparent in the detailed description of the preferred embodiment presented below. 
     
    
     
       BRIEF DESCRIPTION OF THE DRAWINGS 
         [0013]      FIG. 1  is a schematic view of a preformatted document. 
           [0014]      FIG. 2   a  is a schematic view of a preformatted document with additional whitespace created by scaling the preformatted content. 
           [0015]      FIG. 2   b  is a schematic view of a preformatted document with additional whitespace created by enlarging the sheet size and shifting the preformatted content. 
           [0016]      FIG. 3  is a schematic of the workflow process used to prepare a preformatted document. 
           [0017]      FIG. 4  is a schematic of the workflow process used to prepare a preformatted document with additional whitespace. 
           [0018]      FIG. 5  is a flowchart for preparing a preformatted document with additional whitespace with additional information inserted. 
       
    
    
     DETAILED DESCRIPTION OF THE INVENTION 
       [0019]    The present invention will be directed in particular to elements forming part of, or in cooperation more directly with the apparatus in accordance with the present invention. It is to be understood that elements not specifically shown or described may take various forms well known to those skilled in the art. 
         [0020]    Referring now to  FIG. 1  a preformatted document is represented as a transactional statement comprised of various elements such as name, address  10 , monthly transactions  12 , logos  14 , etc. placed on the page related to the purpose of the document. The ability to change elements on this page to incorporate additional information or change format often results in significant time and effort to ensure accuracy and gain organizational approvals. This in turn limits the ease by which new elements can be added to the contents. These new elements may relate to announcements, promotions keyed to the recipient or their geography and third party advertisements commonly incorporated as separate inserts in a distribution process. 
         [0021]    In  FIG. 2   a , this preformatted document has been scaled down in size to incorporate additional space on the page that may be used for advertisements  16  or other types of communications that are introduced into the data stream prior to printing. In  FIG. 2   b , the preformatted document is not scaled but instead printed on a larger sheet, such as a legal size sheet, and is shifted to the top or bottom of the physical sheet by the printing system. The additional space on the sheet can then be used for insertion of advertisements  16  or other types of communications. 
         [0022]    The current process is illustrated in  FIG. 3 . A document format is created in a composition engine  18  that outlines the form and composition rules  20  with areas for static fixed content  22  as well as areas for variable data from one or more databases  24  that is introduced in the formatting process from one or more databases located on one or more storage devices. The composition engine utilizes the document form and associated composition rules  20  to create an output data stream  26  that is comprised of merged information between static fixed content  22  and variable data from databases  24 . This data stream can then be sent to a digital printer  32  for printing  24  or other devices for storage  36  and/or softcopy viewing. The resulting printed document is then sent on to a document finishing system  38  where inserts may be combined into a single letter or parcel. 
         [0023]    The new process is illustrated in  FIG. 4 . Like the current process, the format and composition process  18 ,  20 ,  22 ,  24  remains the same through the process of generating the print data stream data  26 . The new process then inputs the print data stream data into a series of steps as follows:
       1) The preformatted data is either scaled down  51  or shifted on a larger page  52  as illustrated in  FIGS. 2   a  and  2   b.      2) The process then executes a lookup for rules  53  related to the data found in the preformatted data stream data for a particular page. These rules may be related to which advertisement data is inserted into the white space created by step  1  above, and may be based on postal sort code or any other unique identifier the system is told to analyze in the print data stream data by an advertisement insert rules editor  54 . This process allows information from both alphanumeric as well as graphical images to be inserted into the space created in step  1 . This information may be contained and accessed from one or more storage devices and databases  55  accessible by the processor.   3) The new content  55  incorporated in step  2  is merged with the preformatted content modified  51 ,  52  in step  1  to form a merged print data stream file  57  and is then sent to a digital printer or print ready file  32  for production of printed output  34 , and the next page of preformatted data  51 ,  52  is input as described in step  1  until all pages have been processed as shown in  FIG. 5 .   4) The printed output generated from step  3  can then be sent to a document finishing system  38  for insertion into envelopes or other containers for distribution.       
 
         [0028]    The flowchart of  FIG. 5  describes the program logic for the insert advertising graphical content process  56  that performs the merging of advertising content  55  into the composed input print data stream  26  using the advertising insert rules  53  and generates an output print data stream  57 . The program begins by retrieving and opening  60  the input print data stream file  26  created by the document composition engine  18 . The program then retrieves and loads  64  the advertisement insert rules  53  and stores them in the memory of the computer. The advertisement insert rules are used in determining whether or not document pages will receive insert content in  80  and  96 . A new output print data stream or file  57  is created  68  which is the data stream or file into which all documents and pages will be written  110  in sequence including those with inserted advertising content. From the input data stream or file the next document is read  70 . If no document is found then the output print file or stream is closed  75  and processing is done  76 . If a next document is found  74 , then metadata, such as recipient ID, present in the document is evaluated against advertisement insert rules  80  to decide  84  whether or not the document is a candidate to have advertisement content inserted into one or more of its pages. If it is determined that the document is to receive advertising content, then the next page of the document is read  88 . If no document pages are left to read for the current document  92  then the end of input document has been reached and the current output document and pages including revised pages are written to the output print stream or file  110 . If a page of the current document is found  92 , then page metadata, such as page number or recipient specific information present in the document is evaluated against advertisement insert rules  96  to decide  100  whether or not the page is a candidate to have advertisement content inserted into one or more of its pages. If it is determined that the document page is to be updated to include advertising content, the page content is adjusted to create whitespace  104  into which the advertising content is inserted into the page content based on the advertising insert rule  108 . 
         [0029]    The invention has been described in detail with particular reference to certain preferred embodiments thereof, but it will be understood that variations and modifications can be effected within the scope of the invention. 
       PARTS LIST 
       [0000]    
       
           10  address 
           12  transactions 
           14  logo 
           16  advertisement 
           18  composition engine 
           20  composition rules 
           22  static fixed content 
           24  database 
           26  output data stream 
           32  digital printer 
           34  printed output 
           36  storage 
           38  document finishing system 
           51  page content scaled 
           52  page content shifted 
           53  advertising insert rules 
           54  advertisement insert rules editor 
           55  database 
           56  graphical content process 
           57  merged print data stream file 
           60  retrieve and open file 
           64  retrieve and load rules 
           68  create new output print data stream 
           70  read next document 
           74  next document found 
           75  close output print data stream 
           76  processing done 
           80  receive insert content 
           84  decide document receive insert content 
           88  read next page 
           92  is page found? 
           96  receive insert content 
           100  insert content 
           104  adjust page to create whitespace 
           108  advertising insert rule 
           110  write document and pages to file