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Important dimensional-analysis interpretation
"15 lb of polyethylene to the web" means 15 lb per 3,000 ft², or 15 lb/ream.
How to calculate polyethylene coating thickness
Use Volume = height × length × width. For a ream, length × width = 3,000 ft². Find PE volume from mass ÷ density, then solve for height.
PE volume example
For 15 lb of PE with density 60 lb/ft³: 15 ÷ 60 = 0.25 ft³ of PE.
PE coating thickness example
0.25 ft³ ÷ 3,000 ft² × 12 in/ft = 0.001 in = 1 mil.
Four packaging levels
Primary
Secondary
Tertiary
Quaternary
Primary package
The package that contains the product.
Secondary package
A package that contains one or more primary packages.
Tertiary package
boxes stacked on each other that all have boxes inside em
Quaternary package
cargo ship crate with a load of boxes w boxes w boxes inside
Three basic areas of package testing
Quality, environmental, and shipping/abuse testing (also called transportation and distribution testing).
Quality testing
Uses standard methods and machines to determine the quality of materials or combinations of materials.
Environmental testing
Uses a fully made and approved package and subjects it to real-world or simulated real-world conditions. It measures the effects of the environment on the product/package and the effects of the product on the package during storage.
Accelerated aging
A process of elevating environmental conditions to speed up testing.
Shipping and abuse testing
Tests how a package stands up to the rigors of shipping, storage, and handling.
Why simulated transportation testing is used
Simulation makes testing easier and provides shorter testing time and uniformity.
ASTM
American Society for Testing Materials.
TAPPI
Technical Association of Pulp and Paper Industries.
FPA
Flexible Packaging Association.
ABA
American Boxboard Association.
ISTA
International Safe Transit Association.
Paper conditioning for quality testing
Paper is conditioned using TAPPI standards for 24 hours at 73 ± 3.5°F and 50 ± 2% relative humidity.
Specific paper quality tests
Tensile strength and elongation, tear, Mullen burst strength, stiffness, and opacity.
Specific plastic quality tests
Gloss, haze, clarity, slip, blocking, static, impact fatigue, flex resistance, and permeability.
Permeability testing
A plastic quality test measured in cc/mil/100 in²/day at 80°F and 90% RH.
Macon method
A permeability method for O₂, CO₂, and WVTR.
Cup method
A method used for WVTR.
Aluminum alloy identification
The first digit indicates the primary alloy; the last two digits indicate purity.
Common foil alloy in the notes
1235, identified in the notes as the most common foil alloy.
Specific aluminum foil quality tests
Pinholes and wettability.
Tests for inks, lacquers, and adhesives
Weight/gallon, total solids, Zahn Cup viscosity, printing characteristics, and adhesion.
Zahn Cup
Equipment used to test viscosity, or how thick a fluid is.
Scotch Tape Test
An adhesion test: put Scotch tape on the package and pull it off. If little/no ink comes off, adhesion is good.
Sutherland Rub Test
An adhesion/rub test using a metal rod rolled over the printed surface to see whether ink has poor adhesion.
Why identify unknown packaging materials?
To duplicate a competitor's package or check competition for patent infringement.
Controlled-atmosphere chamber
Used in environmental testing to duplicate normal storage conditions in a store/warehouse or extreme conditions that might be encountered.
Arrhenius/Q10 relationship
The notes state that reaction rate doubles with every 10°C rise in temperature.
Shelf-life determination
Considers the package/packaging materials, the packaged goods, and environmental effects such as temperature and humidity.
Package design has two components
Technical and physical requirements, plus features and characteristics that attract/inform consumers and motivate purchase.
Technical and physical requirements
Requirements involving containment, protection, preservation, transportation, and ease of use.
Features and characteristics that motivate purchase
Features intended to attract and inform consumers and motivate them to purchase.
Graphic design
Package design must consider the product, the physical world it will encompass, and who it is being sold to in order to encourage a purchase decision.
Demographics
Characteristics describing a population, including family size, residence, education level, socioeconomic status, gender, cultural background, marital status, geography, occupation, and ethnic background.
Psychographics
How groups of people are motivated and how they behave.
Warning about psychographic poll data
Poll data involving moral objectives may not match real behavior; the notes use environmental poll data as an example.
Five graphic-design information categories
Demographics, psychographics, consumer information, product information, and competitive information.
Consumer information
Information about the relationship between the product and how the consumer views it, such as preferred purchase unit, durable good, impulse item, staple item, seasonal purchase, or gift item.
Product information
Information about how the product is used and package features that can attract attention.
Examples of product information
Easy opening, measuring aids, instructions, use quantities, storage method, reclosure features, table pack, cautions, returnable package, special features, dispensers, disposal method, and secondary uses.
Competitive information
Information about competing products, including target markets/marketing strategy, package types, market share, strengths and weaknesses, unit sizes, pricing structure, and sales volume.
Retail market statistics
The notes state there are about 30,000-40,000 items, a typical consumer sees fewer than 100, leaves with 14, and the average product gets 7 seconds or less of attention.
Merchandising methods
Self-serve, shelf display, door-to-door, specialty stores, sales clerks, mail order, warehouse outlets, inspection before purchase, pegboard display, vending machines, and department stores.
Three fundamental package messages
1. What is this? 2. What will it do for me? 3. Who guarantees that?
What is this?
Creates familiarity; the customer should know what the product is.
What will it do for me?
Shows how the product is different from the competition.
Who guarantees that?
Provides assurance that someone is backing the product.
Equity and brand-name elements
Company name, brand name, symbol, typographic style, and shape.
Trade dress
The notes describe it as a combination/convention of elements such as symbol, typographic style, and shape; the notes also mention that it is protected under trademark law but is not itself a trademark.
Basic elements of design
Shape, size, color, texture, tone, line, and icons.
Shape in package design
The package/design outline or form.
Size in package design
The physical dimensions of the design/package.
Color in package design
Color can influence feelings/emotions and can influence perceived flavor.
Texture in package design
Graphic patterns.
Tone in package design
The lightness or darkness of colors.
Line in package design
The orientation of lines can evoke different meanings.
Icons in package design
Icons can add equity and can be the most important feature in some cases.
Why consider how a package looks on the shelf?
The design must work visually when the product is displayed with competing products.
Typography
Typography is designed to communicate something about the product.
Color and flavor perception example
In the notes' cracker example, package background color changed how consumers perceived flavor intensity; the table compares red and yellow background shades.
Four basic printing methods
Relief (raised image), planographic (flat image), gravure (engraved image), and screen printing/other methods.
Relief printing
A printing method using a raised image. Examples: flexography, letterpress, and offset letterpress.
Planographic printing
A flat-image printing method. Examples: lithography and offset lithography.
Gravure printing
An engraved-image method, also called rotogravure or intaglio.
Screen printing
Classified in the notes under the other printing methods.
Flexographic printing
A relief printing process. The diagram shows an ink fountain, anilox roll, plate cylinder, impression cylinder, substrate, and drying station.
Anilox roll
The roll shown in the flexographic printing diagram between the ink fountain and plate cylinder.
Offset letterpress printing
A relief printing process shown in the notes using a plate cylinder and multiple letterpress color units.
Offset lithographic printing
Uses a smooth/flat plate and is based on oil for the image and water for the non-image area. Used for paper and paperboard packages such as folding cartons and labels.
Gravure printing uses
A variety of web-fed, high-volume jobs including labels, cartons, carton overwraps, and flexible materials.
Gravure cylinder
A cylinder with engraved wells that hold ink.
Gravure diagram components
The diagram shows a doctor blade, gravure cylinder, ink fountain, impression roll, and substrate.
Print-quality diagram
The notes' diagram shows flexographic printing with a "halo" effect, lithographic printing with smooth edges, and gravure printing with sawtooth edges.
Embossing
A method that creates a design in relief; often used for aluminum foil.
Holographic printing
The notes classify holographic "printing" as a form of embossing/relief.
Solvent-based inks
Require emission control through solvent recovery or incineration.
Water-based inks
Cannot yet be used with all printing methods or substrates, according to the notes.
Shipping and abuse testing — five simulated areas
Drop, impact, vibration, compression, and climatic conditions.
Purpose of simulated testing
Eliminate variables through uniformity and shorten testing time.
Drop testing
Testing a package by dropping it.
Next-day air parcel drop data
The notes state that 90-100% of next-day air parcels are dropped from 30 feet or more; 30 inches is highlighted as about arm's length from the ground.
Relationship between package weight and drop height
Lighter packages are dropped from greater heights; as package weight increases, the probability of a high drop height decreases.
Impact/shock testing
Tests a change in acceleration, such as when a package hits the ground after being dropped.
Average package impact speed
About 5-6 mph, approximately 5.5 mph.
Cushion material
Used to absorb shock and impact. Thicker material absorbs more energy and allows greater static load.
Static loading
Loading while the package is at rest, such as a box sitting on a pallet or shelf.
Dynamic loading
Loading involving movement and vibration frequencies; it is more damaging than static loading.
G factor and fragility
A lower G factor means the item is more fragile; a higher G factor means the item is more durable.
Attenuation
Spreading the energy of the initial shock over time with a cushion so the product experiences a less severe impact.
Sources of vibration
Structural, suspension, and wheel vibrations.
Vibration frequency range
Approximately 2-50 Hz.
Structural vibration
Higher-frequency vibration in the truck bed; the notes show about 50 Hz and higher.