WO2004034285A1 - A system and method for creating customized catalogues - Google Patents

A system and method for creating customized catalogues Download PDF

Info

Publication number
WO2004034285A1
WO2004034285A1 PCT/US2003/031467 US0331467W WO2004034285A1 WO 2004034285 A1 WO2004034285 A1 WO 2004034285A1 US 0331467 W US0331467 W US 0331467W WO 2004034285 A1 WO2004034285 A1 WO 2004034285A1
Authority
WO
WIPO (PCT)
Prior art keywords
customized catalogue
customized
catalogue
offerings
rules
Prior art date
Application number
PCT/US2003/031467
Other languages
French (fr)
Inventor
Lee Doerksen
Sidney L. Bursten
Original Assignee
Vpi Color, Llc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Vpi Color, Llc filed Critical Vpi Color, Llc
Priority to EP03776226A priority Critical patent/EP1559032A4/en
Priority to CA002501397A priority patent/CA2501397A1/en
Priority to AU2003283999A priority patent/AU2003283999A1/en
Publication of WO2004034285A1 publication Critical patent/WO2004034285A1/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/174Form filling; Merging
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201Market modelling; Market analysis; Collecting market data
    • G06Q30/0204Market segmentation
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241Advertisements
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241Advertisements
    • G06Q30/0251Targeted advertisements
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241Advertisements
    • G06Q30/0277Online advertisement
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • G06Q30/0621Item configuration or customization
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • G06Q30/0633Lists, e.g. purchase orders, compilation or processing
    • G06Q30/0635Processing of requisition or of purchase orders
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • G06Q30/0641Shopping interfaces
    • G06Q30/0643Graphical representation of items or shoppers
    • YGENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10STECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10S707/00Data processing: database and file management or data structures
    • Y10S707/99931Database or file accessing

Definitions

  • the present invention relates generally to the field of publications. More particularly, the present invention is a system and method for generating customized catalogues that are targeted to a specific recipient.
  • catalogue retailers generally have data relating a customer to particular products (e.g., cosmetics, electronic goods, sporting goods), product attributes (e.g., color or size), seasonal interests (e.g., particular sports or activities), and price sensitivity. Repeat buyers make excellent candidates for targeted catalogues. The challenge is to find a way to produce such a catalogue economically and without imposing new technological demands on retailers.
  • products e.g., cosmetics, electronic goods, sporting goods
  • product attributes e.g., color or size
  • seasonal interests e.g., particular sports or activities
  • U.S. Patent 6, 460,036 by Hertz describes a system for identifying desirable objects, such as news articles, in an electronic media environment.
  • a "target profile” for each target object is constructed.
  • a user profile of a user's attributes, including age/zip code/etc. is constructed.
  • a summary of digital profiles of target objects that a user likes and/or dislikes is created.
  • the system evaluates the target profiles against the users' target profile interest summaries to generate a user-customized rank ordered listing of target objects most likely to be of interest to the user. These target objects are then presented to the user for selection.
  • U.S. Patent 6,298,348 by Eldering (the Eldering Patent) and U.S. Patent Publication No. 20010004733 by Eldering (the Eldering Application) describe an advertisement selection system.
  • An ad characterization vector is transmitted along with a consumer ID.
  • the consumer ID is used to retrieve a consumer characterization vector which is correlated with the ad characterization vector to determine the suitability of the advertisement to the consumer.
  • the consumer characterization vector describes statistical information regarding the demographics and product purchase preferences of a consumer, and is developed from previous purchases or viewing habits.
  • a price for displaying the advertisement can be determined based on the results of the correlation of the ad characterizatipn vector with the consumer characterization vector.
  • the ad may be printed and sent to the consumer or prepared as an insert to a publication received by the consumer.
  • What would be useful would be an inexpensive, automated and fast means of producing a customized catalogue that comprises content that has a high probability of being of interest to a particular recipient or that reflect subject matter reflecting a specific request of a recipient and the requirements and objectives of the retailer.
  • An embodiment of the present invention is a system and method for producing a customized catalogue that is targeted to the interests and/or needs of a recipient.
  • An embodiment of the present invention is a system and method for generating customized catalogues targeted at individuals (or entities) based on rules that associate customer profile information to product information.
  • Product information text, graphics and photographs
  • Objects have attributes that determine where the object is located on a page and how it is to be displayed. Objects are used to construct pages of customized catalogues that are customized to a specific recipient.
  • the rules that determine the association between customer profile information and product information are multilayered and weighted. For example, a rule might filter products based on the recipient's profession (doctor) followed by the recipient's specialty (cardiovascular).
  • the customized catalogue is generated based on specific products requested by an individual or entity.
  • Figure 1 illustrates a block diagram of a custom catalogue publication system (CCPS) according to an embodiment of the present invention.
  • CCPS custom catalogue publication system
  • Figure 2 illustrates a flow diagram of a process of creating a customized catalogue according to an embodiment of the present invention.
  • Figure 3 illustrates a block diagram of the logical elements of a customized catalogue system (CCPS) according to an embodiment of the present invention.
  • CCPS customized catalogue system
  • Figure 4 illustrates a flow diagram of an initial setup process according to an embodiment of the present invention.
  • Figure 5 illustrates a flow diagram of a non-product setup process according to an embodiment of the present invention.
  • Figure 6 illustrates a flow diagram of a product-section/page creation process according to an embodiment of the present invention.
  • Figure 7 illustrates an adjust-signature and position-product-section/page process according to an embodiment of the present invention.
  • Figure 8 illustrates a non-fixed-position page process according to an embodiment of the present invention.
  • Figure 9 illustrates a catalogue finishing process according to an embodiment of the present invention.
  • Figures 10A and 10B illustrate a process by which the content of a customized catalogue is selected for a targeted recipient according to an embodiment of the present invention.
  • An embodiment of the present invention is a system and method for producing a customized catalogue targeted to the interests and/or needs of a recipient.
  • the following terms are defined for the sake of clarity. Any italicized terms are defined elsewhere in the list. This list is not alphabetical, since it is intended to make sense as a whole.
  • campan - a promotion intended for a specific date range, typically sharing a specific theme.
  • Item - a single piece of merchandise that can be purchased by itself. Each item has an offering price, an ID number, and descriptive information, including size range(s) if any, color availability if any, etc. In some cases, the offering price may differ based on such factors as size range, etc.
  • Offering price the price at which the item is advertised in the catalogue. This may differ from the regular price as maintained in the company's inventory or similar system.
  • Rule - a logical statement that determines, for example, whether a customer receives a customized catalogue and if so, the number of pages of that catalogue; the selection of candidate offerings, selected offerings, and catalogue offerings; and the layout of catalogue offerings on catalogue pages.
  • Rules engine a system for applying one or more rules to a data set.
  • Creator - a system comprising a general purpose computer and software and a Rules engine adapted to select content from an assets database, for inclusion in a customized catalogue for each recipient, and whether a specific customer has a catalogue created for him.
  • the creator properly arranges the selected content into composite assets (advertisements) comprising a layout, a type, graphics and photographs, including possible personalization of the type within the layout.
  • the creator is further adapted to combine all of these elements into specifications for pages and sections, and prepares electronic instructions such that the catalogue can be printed on a variable digital printer.
  • FIG. 1 illustrates a block diagram of a customized catalogue system (CCPS) according n embodiment of the present invention.
  • the customized catalogue is a product catalogue.
  • a catalogue retailer 100 operates a customer resource management (CRM) database 105 and a creator 110.
  • the CRM database 105 comprises a data record relating to each customer of the catalogue retailer 100.
  • a data record within the CRM database 105 comprises:
  • the creator 110 comprises a profiler 115, one or more profile records 120, a candidate offerings database 122, an asset database 125, a rules engine 130, and a catalogue specification file 135 for each one of the one or more profile records.
  • the profiler 115 receives data from the CRM database 105 and creates a customer profile 120 for each customer for which a data record is held in the CRM database 105.
  • a customer profile record 120 comprises a set of related objects reflecting the demographics, preferences, purchase and returns history, "bonus points" added manually or programmatically by the catalogue retailer to affect how the system interprets the raw customer data, and records of each product previously included in a customized catalogue for that customer.
  • the profiler 115 extracts data from the CRM database 105 on a nightly basis and updates each customer profile record as appropriate.
  • the asset database 125 comprises product information in digital form ("assets") relating to all of the products offered by the catalogue retailer.
  • Product assets comprise one or more product attributes that describe or characterized a particular item.
  • Products may be grouped based on their product attributes. Groups may be defined in a hierarchical manner (e.g., categories, subcategories, and so on).
  • product data may be arranged by department (men's wear, ladies' wear, sporting goods, automotive supplies, beauty aids, jewelry), by category (Missies, Petites, Women's, Plus Sizes), and subcategory (coats, jackets, blouses, pants, skirts, suits, accessories).
  • the rules engine 130 uses the customer profile record 120 to identify a set of selected offerings for a particular customer.
  • the assets for each selected offering are acquired from the asset database 125 and a catalogue specification file 135 is produced for each customer profile record 120.
  • the tasks assigned to the rules engine 130 are to:
  • the site of the catalogue creation is not contiguous with the site of the printing presses.
  • each customized catalogue specification file is sent from the catalogue retailer 100 to a printing company 145 over a network 140.
  • the catalogue retailer may employ an unrelated commercial printing company, a related printing company, a printing department within its own organization, or even in the case of relatively small-scale retailers, may integrate the creator and print controller into the same department or even onto the same computer system, hi an alternate embodiment, the creator and print controller are connected via a network.
  • the network is the Internet, a virtual private network, a wide-area network, a local-area network or a direct physical connection.
  • the printing plant 145 operates a printing system 150 and print controller 155.
  • printing equipment 150 comprises a plurality of RIP engines and digital printers, however this is not meant as a limitation.
  • the print controller 155 comprises a quality control manager 160, a printing control and process manager 165, storage 170, and a file converter 175.
  • the tasks assigned to the print controller 155 are to: • Convert the catalogue specification file 135 received from the Creator 110 to a form (such as Postscript or PPML) that can be used by the printing system 150.
  • FIG. 2 illustrates a high level flow diagram of a process of creating a customized catalogue according to an embodiment of the present invention. As previously indicated, the process flow is described in terms of a customized product catalogue.
  • an initial set up process is performed 200.
  • the initial setup process comprises inputting the settings for a particular job (e.g., a specific catalogue run).
  • a non-custom material setup procedure is performed 210.
  • the non-custom material setup procedure comprises getting specifications for all fixed-position pages and composing or retrieving all fixed-position, non-custom material pages.
  • Customized pages/sections are created 220.
  • a set of signature rules are applied to adjust the "signature" of the catalogue such that the page count is divisible by a defined signature value and the product pages/sections are positioned 230.
  • the non-fixed pages are positioned 240 and the catalogue is finished 250.
  • “finishing” comprises printing.
  • “finishing” comprises formatting the catalogue in a format that can be read electronically.
  • a determination is made 260 whether the targeted recipient of the catalogue is the "last" targeted recipient selected to receive a customized catalogue. If the targeted recipient is not the last targeted recipient, the process returns to the non-custom material setup process 210 for the next recipient. If the targeted recipient is the last targeted recipient the process ends 270.
  • FIG. 3 illustrates a block diagram of the logical elements of a customized catalogue system (CCPS) according to an embodiment of the present invention.
  • CCPS 300 comprises manual elements 305 and automated elements 330.
  • Manual elements are tasks that require manual intervention by a human operator and comprise a settings manager 310, an offerings manager 315, a non-customized assets manager 320, a customized assets manager 325, and a page layout manager 330.
  • the manual elements 305 are managed by software accessed through a graphical user interface.
  • Automated elements 335 comprise a layout composer 340, a text composer 342, an offering selector 345, a page composer 350, and a document selector 355.
  • the automated elements 335 are tasks that are performed on the results of the tasks performed by the manual elements 305.
  • Automated elements 330 are performed automatically based on rules and logic imposed by the various elements.
  • the initial setup process 200 is performed using the manual elements 305.
  • the non-custom material setup procedure 210, the creation of the customized pages/sections 220, the adjustment of the signature and the positioning of customized pages/sections 230, the positioning of non-fixed pages 240, and catalogue finishing 250 are accomplished using the automated elements 330.
  • Figure 4 illustrates a flow diagram of an initial setup process according to an embodiment of the present invention.
  • the initial setup process is performed using the manual elements 305 of the CCPS 300 (see Figure 3).
  • job settings for a section of a particular job are defined 405.
  • collections of settings are defined in a manner that establishes a hierarchy of increasing detail.
  • the collections of settings are global, job, section, spread, and page.
  • a particular level inherits the settings of the levels that precede it.
  • a succeeding level may modify a setting inherited from a preceding level.
  • Global settings establish settings common to all jobs. For example, a retailer desiring to maintain a consistent feel to its catalogues might establish global settings for page size, trim rules, type preferences, and page numbering. Alternatively, any of these settings may be defined at the job (i.e. campaign or document) level.
  • a document (or job) is made up of one or more sections, each of which may be of any whole or fractional size. Sections consist of three types:
  • Product and non-product sections may be any number of full or partial pages in size. Preprinted sections, however, must always be a multiple of two pages, and the sum of all preprinted pages must be divisible by the signature of the catalogue pages.
  • a section may be designated “required” or "filler.” Filler sections (typically one or two pages in size) are used to force a document to have a total number of pages divisible evenly by the catalogue signatures.
  • a page is an element of a section.
  • a section is made up of pages, although when fractionated sections are permitted, a page may have portions of more than one section.
  • a spread is a special case of a page and comprises two consecutive pages starting with an even-numbered (left hand) page.
  • catalogue rules that may be established for a particular job include:
  • Size of catalogue - minimum and maximum number of pages may be set for the job, or a series of ranges maybe attached to individual rules. For example, the retailer may decide to create catalogues of 48-64 pages for customers who have spent in excess of $15,000 in the past year, 40-48 for those $10-000-$15,000, 28-36 for those from $5, 000-$ 10,000 and zero pages for those under $5,000 (in other words, no customized catalogue at all).
  • Number of Sections - may be set to a range of pages, and again the page ranges maybe attached to other rules, such as total size of the customized catalogue or spending habits of customers, etc.
  • Average Products per Page - Catalogue retailer wishing a "tight" customized catalogue may specify an average of 10 or more offerings per page in the product sections, while others may want to average only 2 or 3 (or even 1) per page.
  • the more luxurious the product line the larger the space devoted to each product, and therefore the lower the number of offerings put on each page.
  • Numbering Style and Position of Page 1 - customized catalogues may be unnumbered, or numbered in integers, letters or roman numerals, and may have the front cover, inside front cover, first inside page or any other page designated Page 1.
  • Selected offerings for a customized catalogue are determined and are linked to product assets.
  • An offering comprises one or more products offered at a specific price or (sometimes separate prices) during a date range.
  • Products assets are graphics and words that describe them.
  • a product asset may comprise a photo, a headline, a description, a product ID, and a price.
  • a product may be available in two or more size ranges each of which may each have a separate ID number and price.
  • the photo may show several products at once, each available separately (e.g. hat, scarf, sweater, blouse, gloves, skirt, leggings and boots), and each product would have its own description and set of sizes, IDs and prices.
  • non-product assets are set.
  • a non-product asset comprises material used for covers, fillers and other materials, including optional tables of contents, indices, order forms, and other non-product specific material. These assets are often combined into entire pages, but in other cases may be intended to fit into other pages as features, fillers or ads. Some of the ads may be paid for by manufacturers or wholesalers on some cooperative advertising program. Ads and editorial assets may be designated:
  • Each offering typically requires more than one photo suitable for use at various sizes, but each offering must have at least one set of materials to allow the system to create a coherent presentation in the customized catalogue.
  • Layouts for all product section are designed and stored.
  • a catalogue retailer assigns one or more existing or new themes and layouts to each section.
  • the catalogue retailer will establish rules to permit automated systems to select the correct layout for each page in the section. For example, a specific theme or layout could be designated to left- or right-hand pages only, or only for the first page of a section, or even only first page if it's on a left-hand or right-hand page.
  • FIG. 5 illustrates a flow diagram of a non-product setup process according to an embodiment of the present invention.
  • the non-product setup process uses the page composer element 350 of the CCPS 300 (see Figure 3).
  • the specifications for fixed-position, non-product pages are obtained 500.
  • fixed-position pages include both outside covers plus one or more additional sections. Positions are defined set in relation to the cover or the content. For example, the following position definitions may be used: Front Cover + 0-n pages, Back Cover + 0-n pages, or Middle ⁇ 0-n pages. In the latter example, "middle" means the page number that is exactly half the total number of pages in the customized catalogue. The middle page number always references a left-hand page.
  • a position may be fixed in respect to a specific section at any of three subpositons:
  • fixed-position, non-product pages are composed or retrieved 510.
  • a fixed-position, non-product page may be fully composed, or it may comprise areas for personalization. These include front and back covers (including full postal address with barcodes), table of contents and index. Additionally, the front and back covers may actually be product pages and not fixed-position, non-product pages.
  • Figure 6 illustrates the continuation of the flow diagram of a product section/page creation process according to an embodiment of the present invention.
  • the product section/page creation process is performed using the offering selector element 345 and the page composer element 350 (see Figure 3) and sets up every product page in the catalogue based on offering rules correlating attributes of a customer profile with attributes of an offering.
  • a customer profile is retrieved 600.
  • a detennination is made whether the customer is entitled to receive a customized catalogue 605 based on catalogue rules established by the catalogue retailer. If the customer is not entitled to receive a customized catalogue, another customer profile is selected 600. If the customer is entitled to receive a customized catalogue, the selected offerings are ranked 610 by applying a set of ranking rules to the customer profile to the selected offerings is identified from the candidate offerings.
  • the selected offerings are evaluated for relevance 615 based on business rules and an optimum page count of the section is established. If the customer profile shows a high degree of purchase interest in a specific category or subcategory, selected offerings within that category or subcategory are given high relevancy scores. Individual selected offerings may be given "boosts" or "minuses” that give their relevancy extra or fewer points, resulting either in more space and/or better position than average for the section, or in the case of minuses, less space and/or poorer positioning. Additionally, a retailer may give plus or minus "boost” factors to specific offerings due to specific company policies, typically in relation to profit margins, volume discounts, cooperative advertising support, current stock levels, etc. For example, a product in short supply may not justify the expense of inclusion in a catalogue addressed to millions of customers and prospects, but including it in personalized catalogues.
  • a typical customized catalogue may have, by way of illustration, 200-300 products, chosen from a universe of any number of candidate offerings (though typically the universe of candidate offerings for a specific campaign my be less than a few thousand).
  • offering rules By applying the offering rules to a customer profile and the set of candidate offerings, a set of selected offerings is generated for the customer represented by the customer profile. Each selected offering is run through a set of ranking rules and a score assigned to the selected offering for that customer.
  • Catalogue rules are also applied to the customer profile to determine whether the customer is entitled to receive a customized catalogue, the number of pages and sections of that customer's customized catalogue, and the number of number of offerings per page.
  • the page allocation rules are applied to the selected offerings to determine what selected offerings (now a catalogue offering) are included in the customized catalogue (low- ranking selected offerings may be excluded from a section), where the catalogue offering is located in the customized catalogue, how much space is allocated for a particular catalogue offering. Typically, the higher the rank of a catalogue offering, the more space and better position the offering gets in its category section.
  • the catalogue offerings e.g., products selected for inclusion in the products section
  • the older fill-template method utilizes a template having a number of predefined areas on the page, each linked through rules to a set of texts, graphics or photographs that can be inserted in the demarcated space.
  • Templates do not, however, provide for ability of assets to grow or shrink in response to the amount of text to be typeset even for a specific item (for example, when the text can be selected from French, Spanish, German or English depending on the language preference of the recipient).
  • "Flowing" assets comprises placing one item into a blank page, assessing the remaining space and deciding what can fit properly there, and so on until the page is complete, so that the probability of finding exact layout on different catalogue pages is extremely low.
  • the product assets are provided by the customized (products) assets manager 325.
  • the layout for each page of the section is provided by the page layout manager 330.
  • FIGs 7A and 7B illustrate an adjust signature and position product section/page process according to an embodiment of the present invention.
  • the adjust signature and position product section/page process is performed using the document assembler element 355 and the CCPS 300 (see Figure 3).
  • the number of pages of the customized catalogue is determined 700.
  • a catalogue destined for printing must be printed on both sides of paper twice the width of a single page, and stapled in the middle.
  • the finished catalogue must have a total number of pages evenly divisible by four (referred to as "whole signatures").
  • whole signatures a total number of pages evenly divisible by four
  • this is not meant as a limitation.
  • other signatures may be used without departing from the scope of the present invention.
  • a self-adjust rule 710 is applied.
  • the self-adjust rule comprises one of an always delete rule 712, an always add rale 714, a round median up rule 716, and a round median down rule 718.
  • the default self-adjust rule to be used is established by the catalogue retailer as a global rule, which may be overwritten for any specific campaign or section.
  • the document assembler element 355 of the CCPS 300 will reduce to size of as many sections as necessary by one page each to force the signature to a whole signature 722.
  • additional rules are imposed wherein, for example and not as a limitation:
  • a separate rule specifies what happens if following this rule reduces total size below the minimum catalogue size established for the customer's profile. [0077] If the default self-adjust rale is "always add" 714, the document assembler element 355 of the CCPS 300 (see Figure 3) will add as many pages as necessary from the pool of optional ads and fillers in the order set by the user to force the signature to a whole signature 724. A separate rule specifies what happens if following this rule increases the total size above the maximum catalogue size established for the customer's profile.
  • the document assembler element 355 of the CCPS 300 will add one or two pages (using the always add rule 714) or delete one page (using the always delete rale 712) 724.
  • the default self-adjust rale is "round median pages down to fit” 718
  • the document assembler element 355 of the CCPS 300 will add one page (using the always add rale 714) or delete one or two pages (using the always delete rule 712) 728.
  • the self-adjust rules illustrated in Figures 7A and 7B and discussed above are based on a whole signature of four pages. However, the invention is not so limited. As will be apparent to those skilled in the art, where different whole signature values may be specified, the values used in the self-adjust rules will be adjusted accordingly.
  • Figure 8 illustrates a position non- fixed page process according to an embodiment of the present invention.
  • Each section is placed in the customized catalogue based on the priority (relevance) of the section in light of the page allocation rules set by the catalogue retailer.
  • the section with the highest priority is placed in the first available position 800.
  • a determination is made whether the section fits in one piece 805. If the section fits in one piece, the system proceeds to place the highest remaining section in the same way as the first, and so on until all sections are placed. If a section does not fit in one piece, a determination is made whether another section fits 810. If another section fits the space available, the section that fits is substituted for the section that does not 815. If there is no other section that fits, the section under consideration is split into two subsections 820. One subsection is then positioned in the first available space, and the remaining subsection is then promoted to the highest priority of remaining sections.
  • Figure 9 illustrates a customized catalogue finishing process according to an embodiment of the present invention.
  • the finishing process is performed using the document assembler element 355 of the CCPS 300 (see Figure 3).
  • the rules that the catalogue retailer specifies for sections may lead to difficulties. For example, there is nothing to prevent the catalogue retailer from setting every section to start on a left-hand page, and also to set the size of each section at an odd number. Unless there is an ad or filler page available to follow every section, holes would be left. And even if that solution is available, the total size of the customized catalogue would likely exceed the maximum number of pages set by the catalogue retailer. The rales for resolving these situations are set at the global level.
  • a customized catalogue reflects content that is directed at a targeted recipient, hi the exemplary embodiment previously described, the customized catalogue is a catalogue, the content is directed to products, and the targeted recipient is a customer.
  • Figures 10A and 10B illustrate a process by which the content of a customized catalogue is selected for a targeted recipient according to an embodiment of the present invention. The description that follows is directed to the exemplary embodiment of the customized catalogue, but the invention is not so limited.
  • a catalogue retailer determines which products are candidates for promotion in the customized catalogue 1000 (that is, which products are candidate offerings). The reasons for such selection are usually a combination of the following:
  • catalogues are usually set up in much the same way, with similar products grouped together.
  • the rales engine (see Figure 1, 130) establishes a hierarchy comprising departments (or other "super categories"), categories, and subcategories to accomplish this internal organization. Products that are designated candidate offering are assigned to a group within the hierarchy 1005.
  • the catalogue retailer may assign each candidate offering one or more assets 1010.
  • the assets of a candidate offering comprise one or more graphic assets, one or more sets of descriptive copy, size range(s) and other price differentiators, ID number(s) and a price.
  • the catalogue retailer or a rule determines whether to assign a candidate offering a positive or negative bonus factor (a "boost") 1015 that can be used to increase or decrease the offering's overall relevancy score and, therefore, the chances of getting the item into the customized catalogue for any customer. If a boost is to be assigned to one or more offerings, the catalogue retailer defines the parameters of the boost 1020.
  • a boost is to be assigned to one or more offerings, the catalogue retailer defines the parameters of the boost 1020.
  • the rules engine selects the first customer profile record 1025 and applies the catalogue rules to the customer profile for the particular campaign 1030.
  • the rules for a campaign are established by the catalogue retailer. In this exemplary embodiment, the rules establish a bias toward repeat customers. However, this is not meant as a limitation.
  • a campaign is designed, a set of catalogue rules is established to determine which customers were to receive a customized catalogue and how many page that customer's customized catalogue should be.
  • An illustrative table of catalogue rules for the exemplary customized catalogues is provided below:
  • the catalogue retailer optionally establishes rules for each size catalogue. These optional catalogue rules determine which non-product pages need to, or may, be included in the catalogue.
  • non-product pages comprise covers, possible order forms, and similar content. Some non-product pages are composed and printed as part of the digital-printing process, while others may be pre-printed and inserted into the customized catalogue in the bindery stage.
  • a customer who averaged $10,000 a month in purchases over the past year receives a customized catalogue that is 60 pages with eight sections, each featuring one category.
  • the catalogue retailer specifies that six non-product pages must be included into each customized catalogue and that three additional pages are optional. With 60 pages less six required non-product pages, the customized catalogue provided to this customer comprises 54 pages of products with about 54x3 or 162 offerings.
  • a table of the highest and average score for each group with the hierarchy of the offering e.g., category and sub-category
  • the composite score comprises the average score of each selected offering within the group plus the highest score of any selected product within the group.
  • this is not meant as a limitation. As will be apparent to those skilled in the art, other scoring conventions may be used without departing from the scope of the present invention.
  • the highest scoring category will get the most space in the customized catalogue, and the highest-scoring sub-category gets the top position and biggest display area within the category's section.
  • points are assigned to offerings represented in the purchase history or customer preferences than to those never purchased or preferred. The higher the sales of an item in the past, combined with any positive boost points, the higher the overall offering relevancy. The offering relevancy quantifies the relevance of each offering to the customer in question.
  • Each page of each product section is filled with products 1055, giving more space (fewer offerings per page) to high-scoring selected offerings, and less space to those with lower scores.
  • only the top set of selected offerings in each category is included in a section. For example, where the set of layout rales specifies an average of 3 offerings per section, in the coats section, only the top 11x3 or 33 selected offerings (more or less) will be included in the exemplary customized catalogue. These selected offerings become the catalogue offerings.
  • the product pages and non-product sections are placed according to the set of layout rales 1060.
  • the product sections and the non- product sections of the exemplary customized catalogue are placed according to the following rules:
  • the resulting placements are evaluated for conflicts 1065.
  • a section may be specified to start on a two-page spread (i.e., two facing pages) but observing these rules causes it to fall onto a right-hand page instead of the left-hand. Additional conflict rules are provided to handle all of these conflicts.
  • each customized catalogue comprises a stack of pieces of paper, each with two pages printed on top and two more on the bottom, and with a fold and staples in the middle.
  • all customized catalogue comprise large sheets printed with four, or a multiple of four pages, that when folded become "signatures," or sections of the customized catalogue.
  • Figure 10 illustrates a process based on a priori selection 'rules' for comparisons / matches of products with user profiles.
  • the a priori selection rules are then articulated in a programmed computer process (instantiated rules).
  • Initial integer sets (a priori) are programmed by humans / formula, and are static until conditions warrant otherwise.
  • the final matching routines use these a priori integer sets to compare data and to make decisions.
  • external data is used to modify one or more comparison integers to reflect the a posteriori data and subsequent analysis.
  • the a posteriori data may impact the integer by modifying the value directly; causing a change in the calculation (selection rale) used to bring about the integer result; modifying individual customers' profiles to give boosts (plus or minus) to specific categories or subcategories; or modifying the indexed values used in the calculations in order to generate new indexed values.
  • Users of the system have the ability to 'allow' comparisons to drive decisions, or to 'modify' results according to some human understanding not yet present in the system.
  • User interfaces allow modifications of either customer profiles or rules, either in specific instances (i.e., the relative importance of a child's vision) for a group of customer profiles fond by the system to be similar in some way or in global terms (i.e., increase or reduce the relative importance of one or more categories or rules vis-a-vis other categories or rales in terms of the offering selection or offering ranking processes.) Every instance of such user or computer modification activity is logged, in detail, to allow a complex of 'fuzzy logic' analysis / statements which result in index modifications, and in further modifications of rules as warranted, hi fact, the combination of records resultant from user activity, automated activities, and client feedback are all intricate parts of the a posteriori data file, and can be expected to improve effectiveness of future personalized catalogues for affected recipients.
  • Each new instance of a catalogue is 'rated' in terms of how successful it was over the useful life of the published piece, based on success parameters (e.g. sales).
  • Catalogues mean fully customized catalogues, categories and subcategories within a customized catalogue, catalogue item, and items modified by additional promotional information.
  • the success parameters coupled with knowledge of the changes made in response to various a posteriori analyses, and refinements to business rules made manually, allow the rules to be refined and the effectiveness of the process to be improved.
  • the adjustment and modification process for both rules and customer profiles may in many cases be automated, using additional purchase history and preferences data combined with patterns discerned from purchase histories and preferences of similar customers to "learn" to improve the Rules Engine's performance and "judgment.”

Abstract

A system and method for creating customized publications. Publication content is selected based on rules that associate particular content with customer profiles of individual recipients. In an exemplary embodiment, the customized publication is a product catalogue, the particular content is product information, and the recipients are customers. A rules engine (130) associates the customer profile with a set of products comprising an offering. The rules engine determines which customers are to receive a custom customized catalogue (100), the size of the customized catalogue a customer is to receive, and the content of the customized catalogue for each recipient.

Description

A SYSTEM AND METHOD FOR CREATING CUSTOMIZED CATALOGUES
CROSS REFERENCE TO RELATED APPLICATIONS
[0001 ] This application claims priority under 35 U.S.C. § 119(e) from provisional application number 60/415,984 filed October 4, 2002. The 60/415,984 provisional application is incorporated by reference herein, in its entirety, for all purposes.
FIELD OF INVENTION
[0002] The present invention relates generally to the field of publications. More particularly, the present invention is a system and method for generating customized catalogues that are targeted to a specific recipient.
BACKGROUND OF THE INVENTION
[0003] Most publications, whether requested by an entity or sent to an entity unsolicited, are mass-produced with content that is selected to appeal to some percentage of the recipients. Newspapers, magazines, newsletters, and advertising material fit this description.
[0004] Catalogue advertising is a particularly apt example of this form of publication. Six days a week, the family mailbox is stuffed with unsolicited product literature, generically (but not affectionately) referred to as "junk mail." Typically, junk mail includes bankcard solicitations, coupons, flyers from supermarkets and store catalogues. To the recipient, this mound of paper is mostly unwanted and intrusive hounding by relentless hawkers of products and services.
[0005] To the businesses that send solicitations, flooding the consumer market with paper is a game of chance with a low, but finite probability of success. To many businesses, the mailed solicitation is the only vehicle for getting a message to a potential customer. In large part, junk mail has come to be accepted as a price for having a mailbox. Most of it is disposed of without even a glance. It is currently estimated that returns on unsolicited advertising are less than 1.5%.
[0006] While junk mail is relatively inexpensive to produce, there are hidden costs. It is extremely inefficient to use tons of paper, ink, and other resources to produce what is essentially trash and depleted forests. When disposal costs are considered, the cost-benefit of junk mail is marginal at best. [0007] Product catalogues, in some respects, occupy a special niche. A recipient may spend time with a catalogue if the catalogue is from a business that the recipient is familiar with or from which the recipient has purchased products. The problem with catalogues is that they reflect products selected by the advertising entity, not the recipient. The selection criteria used by the advertising entity may have more to do with margins, inventory, and trends than with the interests of the person receiving the catalogue. The catalogue may contain a product of interest to the recipient, but the recipient has to find it before the recipient's interest in the catalogue wanes.
[0008] Making catalogues more useful to consumers is not easy. For technical reasons, catalogues are still created using film photography, typesetting, layouts, paste-ups, color correcting and stripping processes developed in the 80s and 90s that are costly and inefficient. In order to drive unit costs down, catalogues must be printed in bulk. Catalogues produced with current techniques are one-size-fits-all affairs.
[0009] There exists today a class of variable, digital printers that eliminates the need for film photography, negatives and plates. These systems use templates to define the layout and contents of their output.. The template not only defines what is printed where, but also imposes constraints on the graphic or text block being printed. These simple objects must fit the space defined by the template. Resizing and/or reorienting are manual, time-consuming operations. Templates thus further inhibit customization and targeting even when using variable digital printers and pre-press technology.
[0010] It is noteworthy that catalogue retailers generally have data relating a customer to particular products (e.g., cosmetics, electronic goods, sporting goods), product attributes (e.g., color or size), seasonal interests (e.g., particular sports or activities), and price sensitivity. Repeat buyers make excellent candidates for targeted catalogues. The challenge is to find a way to produce such a catalogue economically and without imposing new technological demands on retailers.
[0011 ] Much has been written about the potential of on-line advertising as a replacement for mailed solicitations. And while e-commerce has its positive attributes, it has not replaced conventional brick- and-mortar shopping or mail-order shopping. In theory, the searchable aspects of the Internet allow prospective purchasers to seek products they desire. This "pull" approach to sales would seem more effective than the "push" approach embodied in the unsolicited mailed flyer. Yet, even on the Internet, we are bombarded with electronic junk mail. The push approach, maligned by some e-commerce advocates, has actually been taken to a new level. Another problem with the "pull" approach is the sheer volume of responses that a product query generates. Web pages are temporal and may be "lost" in the frenzy of surfing. Even when a product is found that matches a buyer's requirements, the buyer may be wary of trading on-line, especially with vendors with whom the buyer is unfamiliar.
[0012] The advantages of the paper catalogue are that it is tangible and may be referenced without wires, modems, network configurations, or special equipment. The advantages of e- commerce offerings however, is that a potential buyer may "pull" information that is targeted to that buyer's needs or desires.
[0013] Newspapers and similar publications share some of the same drawbacks as product catalogues. Articles are typically selected for a publication based on its appeal to the majority of subscribers. Because of space limitations, articles that may appeal to a particular recipient are dropped in favor of an article with more mass appeal.
[0014] A number of approaches to targeting information to particular users have been suggested. U.S. Patent 6, 460,036 by Hertz (the "Hertz Patent") describes a system for identifying desirable objects, such as news articles, in an electronic media environment. A "target profile" for each target object is constructed. A user profile of a user's attributes, including age/zip code/etc. is constructed. A summary of digital profiles of target objects that a user likes and/or dislikes (termed the "target profile interest summary" of that user) is created. The system evaluates the target profiles against the users' target profile interest summaries to generate a user-customized rank ordered listing of target objects most likely to be of interest to the user. These target objects are then presented to the user for selection.
[0015] U.S. Patent 6,298,348 by Eldering (the Eldering Patent) and U.S. Patent Publication No. 20010004733 by Eldering (the Eldering Application) describe an advertisement selection system. An ad characterization vector is transmitted along with a consumer ID. The consumer ID is used to retrieve a consumer characterization vector which is correlated with the ad characterization vector to determine the suitability of the advertisement to the consumer. The consumer characterization vector describes statistical information regarding the demographics and product purchase preferences of a consumer, and is developed from previous purchases or viewing habits. A price for displaying the advertisement can be determined based on the results of the correlation of the ad characterizatipn vector with the consumer characterization vector. The ad may be printed and sent to the consumer or prepared as an insert to a publication received by the consumer.
[0016] Both the Hertz Patent and the Eldering Application described means for selecting objects of interest to a user based on a user profile. However, neither of these references teaches how to automate the production of a customized catalogue comprising such objects.
[0017] What would be useful would be an inexpensive, automated and fast means of producing a customized catalogue that comprises content that has a high probability of being of interest to a particular recipient or that reflect subject matter reflecting a specific request of a recipient and the requirements and objectives of the retailer.
SUMMARY OF THE INVENTION
[0018] An embodiment of the present invention is a system and method for producing a customized catalogue that is targeted to the interests and/or needs of a recipient.
[0019] It is therefore an aspect of the present invention to create a customized catalogue that matches the interests and/or needs of a recipient.
[0020] It is yet another aspect of the present invention to increase the effectiveness of product catalogues.
[0021] It is still another aspect of the present invention to eliminate the use of film photography, typesetting, layouts, paste-ups, color correcting and stripping processes in catalogue production.
[0022] It is an aspect of the present invention to produce a customized catalogue without using a template. [0023] It is another aspect of the present invention to assemble text, graphics and photographs into digital assets that are combined as objects and to use object-oriented technology to arrange text, graphics and photographs on a page to produce a customized catalogue image.
[0024] An embodiment of the present invention is a system and method for generating customized catalogues targeted at individuals (or entities) based on rules that associate customer profile information to product information. Product information (text, graphics and photographs) is stored in digital form and combined to form objects. Objects have attributes that determine where the object is located on a page and how it is to be displayed. Objects are used to construct pages of customized catalogues that are customized to a specific recipient.
[0025] hi one embodiment, the rules that determine the association between customer profile information and product information are multilayered and weighted. For example, a rule might filter products based on the recipient's profession (doctor) followed by the recipient's specialty (cardiovascular).
[0026] i another embodiment, the customized catalogue is generated based on specific products requested by an individual or entity.
BRIEF DESCRIPTION OF THE DRAWINGS
[0027] Figure 1 illustrates a block diagram of a custom catalogue publication system (CCPS) according to an embodiment of the present invention.
[0028] Figure 2 illustrates a flow diagram of a process of creating a customized catalogue according to an embodiment of the present invention.
[0029] Figure 3 illustrates a block diagram of the logical elements of a customized catalogue system (CCPS) according to an embodiment of the present invention.
[0030] Figure 4 illustrates a flow diagram of an initial setup process according to an embodiment of the present invention.
[0031] Figure 5 illustrates a flow diagram of a non-product setup process according to an embodiment of the present invention. [0032] Figure 6 illustrates a flow diagram of a product-section/page creation process according to an embodiment of the present invention.
[0033] Figure 7 illustrates an adjust-signature and position-product-section/page process according to an embodiment of the present invention.
[0034] Figure 8 illustrates a non-fixed-position page process according to an embodiment of the present invention.
[0035] Figure 9 illustrates a catalogue finishing process according to an embodiment of the present invention.
[0036] Figures 10A and 10B illustrate a process by which the content of a customized catalogue is selected for a targeted recipient according to an embodiment of the present invention.
DETAILED DESCRIPTION OF THE INVENTION
[0037] An embodiment of the present invention is a system and method for producing a customized catalogue targeted to the interests and/or needs of a recipient. For the purpose of the following discussion, the following terms are defined for the sake of clarity. Any italicized terms are defined elsewhere in the list. This list is not alphabetical, since it is intended to make sense as a whole.
• Product inventory - all the products a catalogue retailer offers for sale.
• Candidate offering - one of a collection of products that are selected from the product inventory that are available for inclusion in a customized catalogue for a particular campaign.
• Selected offering - one of the candidate offerings that is selected for possible inclusion included in a customized catalogue.
• Catalogue offering - a selected offering that is included in a customized catalogue.
• Campaign - a promotion intended for a specific date range, typically sharing a specific theme. • Item - a single piece of merchandise that can be purchased by itself. Each item has an offering price, an ID number, and descriptive information, including size range(s) if any, color availability if any, etc. In some cases, the offering price may differ based on such factors as size range, etc.
• Offering price - the price at which the item is advertised in the catalogue. This may differ from the regular price as maintained in the company's inventory or similar system.
• Rule - a logical statement that determines, for example, whether a customer receives a customized catalogue and if so, the number of pages of that catalogue; the selection of candidate offerings, selected offerings, and catalogue offerings; and the layout of catalogue offerings on catalogue pages.
• Rules engine - a system for applying one or more rules to a data set.
• Creator - a system comprising a general purpose computer and software and a Rules engine adapted to select content from an assets database, for inclusion in a customized catalogue for each recipient, and whether a specific customer has a catalogue created for him. In addition, the creator properly arranges the selected content into composite assets (advertisements) comprising a layout, a type, graphics and photographs, including possible personalization of the type within the layout. The creator is further adapted to combine all of these elements into specifications for pages and sections, and prepares electronic instructions such that the catalogue can be printed on a variable digital printer.
• Print Controller - a general purpose computer comprising software adapted to receive publishing specifications and graphic elements from the creator and dispatches them under command of a printing-press operator to one or more digital presses for final production. Final product comprises printing the catalogue pages and optionally merging in pre-printed pages, folding, binding and trimming the catalogues, and preparing the catalogues for mailing. ] Figure 1 illustrates a block diagram of a customized catalogue system (CCPS) according n embodiment of the present invention. In this exemplary embodiment, the customized catalogue is a product catalogue. A catalogue retailer 100 operates a customer resource management (CRM) database 105 and a creator 110. The CRM database 105 comprises a data record relating to each customer of the catalogue retailer 100. By way of illustration and not as a limitation, a data record within the CRM database 105 comprises:
• Customer name
• Customer address
• Purchase history
• Returned-goods history
• Payment problems history
• Customer correspondence
• Customer preferences
• Household makeup (spouse, children, etc.)
[0039] The creator 110 comprises a profiler 115, one or more profile records 120, a candidate offerings database 122, an asset database 125, a rules engine 130, and a catalogue specification file 135 for each one of the one or more profile records. The profiler 115 receives data from the CRM database 105 and creates a customer profile 120 for each customer for which a data record is held in the CRM database 105. By way of illustration and not as a limitation, a customer profile record 120 comprises a set of related objects reflecting the demographics, preferences, purchase and returns history, "bonus points" added manually or programmatically by the catalogue retailer to affect how the system interprets the raw customer data, and records of each product previously included in a customized catalogue for that customer. In another embodiment of the present invention, the profiler 115 extracts data from the CRM database 105 on a nightly basis and updates each customer profile record as appropriate.
[0040] The asset database 125 comprises product information in digital form ("assets") relating to all of the products offered by the catalogue retailer. Product assets comprise one or more product attributes that describe or characterized a particular item. Products may be grouped based on their product attributes. Groups may be defined in a hierarchical manner (e.g., categories, subcategories, and so on). By way of illustration and not as a limitation, product data may be arranged by department (men's wear, ladies' wear, sporting goods, automotive supplies, beauty aids, jewelry), by category (Missies, Petites, Women's, Plus Sizes), and subcategory (coats, jackets, blouses, pants, skirts, suits, accessories). There is no intrinsic limit to the number of levels into which the full range of merchandise may be classified. The only constraint on this hierarchical structure is each item described as part of a grouping below its"parent" must also be part of each level above it. Product assets (e.g., text, graphics and photographs) are stored separately asset database or assembled into composite digital assets that are themselves stored in the asset database 125. Assets are combined as objects that are used to arrange the assets on a page to produce a customized catalogue display. Candidate offerings database 122 comprises the candidate offerings for the campaign to which the customized catalogue is directed. 041] The rules engine 130 receives information from both the candidate offerings database 122 and a customer profile record 120. Based on a set of offering rules, the rules engine 130 uses the customer profile record 120 to identify a set of selected offerings for a particular customer. The assets for each selected offering are acquired from the asset database 125 and a catalogue specification file 135 is produced for each customer profile record 120. Among the tasks assigned to the rules engine 130 are to:
• Apply catalogue rules to determine whether a target recipient will receive a customized catalogue for a particular campaign.
• Apply offering rules to a set of candidate offerings to produce a set of selected offerings..
• Apply a set of ranking rules to each of the selected offerings to determine its relevancy ranking by which the selected offering is qualified to be included in a customized catalogue and, if included, allocated space and position within the customized catalogue.
• Apply the set of offering rules to acquire the appropriate copy and graphic "assets," and apply the set of page allocation rules and the layout rules to place the acquired assets into the allocated category or subcategory pages. • Compose all text in a customer's language of choice (determined by reference to that customer's profile record 120) where the asset database comprises copy for all offerings in that language.
• Include into the format of the catalogue, in addition to the product-selection pages, any special sections (front and back covers, order forms, company and third-party ads, fillers, etc); and
• Create a detailed customized catalogue specification (in PPML, XML or Postscript, for example) that can be used by, or converted into a final form to drive one or more digital color presses.
[0042] In an embodiment of the present invention, the site of the catalogue creation is not contiguous with the site of the printing presses. In this embodiment, each customized catalogue specification file is sent from the catalogue retailer 100 to a printing company 145 over a network 140. The catalogue retailer may employ an unrelated commercial printing company, a related printing company, a printing department within its own organization, or even in the case of relatively small-scale retailers, may integrate the creator and print controller into the same department or even onto the same computer system, hi an alternate embodiment, the creator and print controller are connected via a network. By way of illustration and not as a limitation, the network is the Internet, a virtual private network, a wide-area network, a local-area network or a direct physical connection.
[0043] The printing plant 145 operates a printing system 150 and print controller 155. In an embodiment of the present invention, printing equipment 150 comprises a plurality of RIP engines and digital printers, however this is not meant as a limitation. As would be apparent to those skilled in the art, any printing system that is capable of interpreting the catalogue specification file may be used without departing from the scope of the present invention. The print controller 155 comprises a quality control manager 160, a printing control and process manager 165, storage 170, and a file converter 175. Among the tasks assigned to the print controller 155 are to: • Convert the catalogue specification file 135 received from the Creator 110 to a form (such as Postscript or PPML) that can be used by the printing system 150.
• Store each catalogue specification file 135 in storage 170.
• Allow the operator of the printing company 145 to designate which job and which specifications for that job are to be printed and when, to designate which printer is to print that group of specifications, to record when each production step is completed and flag those not completed for the attention of the operator, and to reprint any specific catalogue or range of catalogues upon command.
[0044] Figure 2 illustrates a high level flow diagram of a process of creating a customized catalogue according to an embodiment of the present invention. As previously indicated, the process flow is described in terms of a customized product catalogue. Referring to Figure 2, an initial set up process is performed 200. The initial setup process comprises inputting the settings for a particular job (e.g., a specific catalogue run). A non-custom material setup procedure is performed 210. The non-custom material setup procedure comprises getting specifications for all fixed-position pages and composing or retrieving all fixed-position, non-custom material pages. Customized pages/sections are created 220. A set of signature rules are applied to adjust the "signature" of the catalogue such that the page count is divisible by a defined signature value and the product pages/sections are positioned 230. The non-fixed pages are positioned 240 and the catalogue is finished 250. In an embodiment of the present invention, "finishing" comprises printing. In an alternate embodiment of the present invention, "finishing" comprises formatting the catalogue in a format that can be read electronically. A determination is made 260 whether the targeted recipient of the catalogue is the "last" targeted recipient selected to receive a customized catalogue. If the targeted recipient is not the last targeted recipient, the process returns to the non-custom material setup process 210 for the next recipient. If the targeted recipient is the last targeted recipient the process ends 270.
[0045] Figure 3 illustrates a block diagram of the logical elements of a customized catalogue system (CCPS) according to an embodiment of the present invention. CCPS 300 comprises manual elements 305 and automated elements 330. Manual elements are tasks that require manual intervention by a human operator and comprise a settings manager 310, an offerings manager 315, a non-customized assets manager 320, a customized assets manager 325, and a page layout manager 330. In an embodiment of the present invention, the manual elements 305 are managed by software accessed through a graphical user interface.
[0046] Automated elements 335 comprise a layout composer 340, a text composer 342, an offering selector 345, a page composer 350, and a document selector 355. The automated elements 335 are tasks that are performed on the results of the tasks performed by the manual elements 305. Automated elements 330 are performed automatically based on rules and logic imposed by the various elements.
[0047] Referring to both Figure 2 and to Figure 3, the initial setup process 200 is performed using the manual elements 305. The non-custom material setup procedure 210, the creation of the customized pages/sections 220, the adjustment of the signature and the positioning of customized pages/sections 230, the positioning of non-fixed pages 240, and catalogue finishing 250 are accomplished using the automated elements 330.
EXEMPLARY EMBODIMENT
[0048] The following discussion is directed to an exemplary embodiment of a CCPS used to generate a customized catalogue. Details of this exemplary embodiment are illustrated in Figures 4, 5, 6, 7, 8, 9 and 10. hi this exemplary embodiment, the "non-customized assets" are non-product assets, the "customized assets" are product assets, and the targeted recipient is a customer of a catalogue retailer.
[0049] Figure 4 illustrates a flow diagram of an initial setup process according to an embodiment of the present invention. As noted previously, the initial setup process is performed using the manual elements 305 of the CCPS 300 (see Figure 3). Referring to Figure 4, job settings for a section of a particular job are defined 405. h an embodiment of the present invention, collections of settings are defined in a manner that establishes a hierarchy of increasing detail. In this embodiment, the collections of settings are global, job, section, spread, and page. A particular level inherits the settings of the levels that precede it. A succeeding level may modify a setting inherited from a preceding level. [0050] Global settings establish settings common to all jobs. For example, a retailer desiring to maintain a consistent feel to its catalogues might establish global settings for page size, trim rules, type preferences, and page numbering. Alternatively, any of these settings may be defined at the job (i.e. campaign or document) level.
[0051] A document (or job) is made up of one or more sections, each of which may be of any whole or fractional size. Sections consist of three types:
• Product Sections
• Non-Product Sections
• Preprinted Sections
[0052] Product and non-product sections may be any number of full or partial pages in size. Preprinted sections, however, must always be a multiple of two pages, and the sum of all preprinted pages must be divisible by the signature of the catalogue pages.
[0053] A section may be designated "required" or "filler." Filler sections (typically one or two pages in size) are used to force a document to have a total number of pages divisible evenly by the catalogue signatures.
[0054] A page is an element of a section. A section is made up of pages, although when fractionated sections are permitted, a page may have portions of more than one section.
[0055] A spread is a special case of a page and comprises two consecutive pages starting with an even-numbered (left hand) page.
[0056] By way of illustration and not as a limitation, the catalogue rules that may be established for a particular job include:
• Size of catalogue - minimum and maximum number of pages may be set for the job, or a series of ranges maybe attached to individual rules. For example, the retailer may decide to create catalogues of 48-64 pages for customers who have spent in excess of $15,000 in the past year, 40-48 for those $10-000-$15,000, 28-36 for those from $5, 000-$ 10,000 and zero pages for those under $5,000 (in other words, no customized catalogue at all).
Allow Fractional Sections - When this is "No," the number of pages in each section must be specified as an integer.
Number of Sections - Similarly, the number of sections may be set to a range of pages, and again the page ranges maybe attached to other rules, such as total size of the customized catalogue or spending habits of customers, etc.
Average Products per Page - Catalogue retailer wishing a "tight" customized catalogue may specify an average of 10 or more offerings per page in the product sections, while others may want to average only 2 or 3 (or even 1) per page. In an embodiment of the present invention, the more luxurious the product line, the larger the space devoted to each product, and therefore the lower the number of offerings put on each page.
Method of Forcing Page-Count to Even Signatures - There are four separate methods that may be set to bring the number of pages to even signatures: o Always delete 1-3 pages o Always add 1-3 pages o Round up; always delete 1 or add 1 or 2 pages o Round down; always delete 1-2 or add 1 pages
Additional rules are needed to specify the order in which pages are deleted when necessary, and if product pages must be added, which sections should get them.
Method of Adding pages if Required - The user may specify that pages to be added are either:
Filler Pages
Product Pages, which may be increased by
• Adding additional products to the catalogue • Increasing the amount of space allocated to some products to make one or more sections take additional pages, or
• A combination of the above two techniques
• Numbering Style and Position of Page 1 - customized catalogues may be unnumbered, or numbered in integers, letters or roman numerals, and may have the front cover, inside front cover, first inside page or any other page designated Page 1.
• A change from the standard department/category/subcategory classification system for offerings and sections
• Additional jurisdictions data for tax, currency and pricing variability
[0057] Referring again to Figure 4, a determination is made as to whether the section is the "last" section 410. If the section is not the last section, the job settings for the "next" section of a particular job are defined 405. If the section is the last section, the initial setup process continues 420.
[0058] Selected offerings for a customized catalogue are determined and are linked to product assets. An offering comprises one or more products offered at a specific price or (sometimes separate prices) during a date range. Products assets are graphics and words that describe them. For example, a product asset may comprise a photo, a headline, a description, a product ID, and a price. However, this is not meant as a limitation. A product may be available in two or more size ranges each of which may each have a separate ID number and price. Further, the photo may show several products at once, each available separately (e.g. hat, scarf, sweater, blouse, gloves, skirt, leggings and boots), and each product would have its own description and set of sizes, IDs and prices. Moreover, the description for any offering or product may comprise several blocks of text that may be used depending on allocated space, hi addition, a single offering could involve more than one photo, to be used appropriately when the allocated space is large, medium or small. And finally, all of the headline and description elements may be available in two or more languages, depending on support for the customer's language preference. [0059] Referring again to Figure 4, non-product assets are set. A non-product asset comprises material used for covers, fillers and other materials, including optional tables of contents, indices, order forms, and other non-product specific material. These assets are often combined into entire pages, but in other cases may be intended to fit into other pages as features, fillers or ads. Some of the ads may be paid for by manufacturers or wholesalers on some cooperative advertising program. Ads and editorial assets may be designated:
• Mandatory (include in every catalogue)
• Mandatory with Section (include in every catalogue that contains the specific section referenced)
• Optional (treat as filler material)
[0060] A check is made to verify that sufficient assets have been created for all offerings. Each offering typically requires more than one photo suitable for use at various sizes, but each offering must have at least one set of materials to allow the system to create a coherent presentation in the customized catalogue. Layouts for all product section are designed and stored. Working from a palette of themes and page layouts, a catalogue retailer assigns one or more existing or new themes and layouts to each section. When there is more than one layout or theme assigned to a section, the catalogue retailer will establish rules to permit automated systems to select the correct layout for each page in the section. For example, a specific theme or layout could be designated to left- or right-hand pages only, or only for the first page of a section, or even only first page if it's on a left-hand or right-hand page.
[0061] After the settings for a section are defined, a check is made to determine if that section is the last section 410. If the section is the last section the initial setup process for the job is completed and the process continues with the non-product setup procedure (Figure 2 above and Figure 5 below). If the section is not the last section, the settings for next section are obtained 415 and the initial setup process is performed again 400. At the end of the initial setup process, each of the available sections of the job is named and given attributes of offerings that maybe included within that section, what layouts are available to it, any special themes or other artwork that must be included, and similar information. [0062] Figure 5 illustrates a flow diagram of a non-product setup process according to an embodiment of the present invention. The non-product setup process uses the page composer element 350 of the CCPS 300 (see Figure 3). The specifications for fixed-position, non-product pages are obtained 500. In an embodiment of the present invention, fixed-position pages include both outside covers plus one or more additional sections. Positions are defined set in relation to the cover or the content. For example, the following position definitions may be used: Front Cover + 0-n pages, Back Cover + 0-n pages, or Middle ± 0-n pages. In the latter example, "middle" means the page number that is exactly half the total number of pages in the customized catalogue. The middle page number always references a left-hand page.
[0063] hi addition, a position may be fixed in respect to a specific section at any of three subpositons:
• Before
• After
• Inside
[0064] If a section cannot accommodate an inside page (size=l or section consists only of a spread) inside pages are placed after the designated section.
[0065] Referring again to Figure 5, fixed-position, non-product pages are composed or retrieved 510. A fixed-position, non-product page may be fully composed, or it may comprise areas for personalization. These include front and back covers (including full postal address with barcodes), table of contents and index. Additionally, the front and back covers may actually be product pages and not fixed-position, non-product pages.
[0066] A check is made to determine if the page is the last page 515. If the page is not the last page, specifications for the next fixed-position, non-product page is obtained 500. If the page is the last page, and the non-product setup procedure is complete and the process continues with the product section/page creation process (Figure 2 above and Figure 6 below).
[0067] Figure 6 illustrates the continuation of the flow diagram of a product section/page creation process according to an embodiment of the present invention. The product section/page creation process is performed using the offering selector element 345 and the page composer element 350 (see Figure 3) and sets up every product page in the catalogue based on offering rules correlating attributes of a customer profile with attributes of an offering.
[0068] A customer profile is retrieved 600. A detennination is made whether the customer is entitled to receive a customized catalogue 605 based on catalogue rules established by the catalogue retailer. If the customer is not entitled to receive a customized catalogue, another customer profile is selected 600. If the customer is entitled to receive a customized catalogue, the selected offerings are ranked 610 by applying a set of ranking rules to the customer profile to the selected offerings is identified from the candidate offerings.
[0069] The selected offerings are evaluated for relevance 615 based on business rules and an optimum page count of the section is established. If the customer profile shows a high degree of purchase interest in a specific category or subcategory, selected offerings within that category or subcategory are given high relevancy scores. Individual selected offerings may be given "boosts" or "minuses" that give their relevancy extra or fewer points, resulting either in more space and/or better position than average for the section, or in the case of minuses, less space and/or poorer positioning. Additionally, a retailer may give plus or minus "boost" factors to specific offerings due to specific company policies, typically in relation to profit margins, volume discounts, cooperative advertising support, current stock levels, etc. For example, a product in short supply may not justify the expense of inclusion in a catalogue addressed to millions of customers and prospects, but including it in personalized catalogues.
[0070] When all the selected offerings are thus scored in their individual categories, the most relevant category is allocated the highest number of pages permitted for that section; then each of the other product sections is similarly allocated an appropriate number of pages relative to the total size of customized catalogue required for that customer. This process may result in one or more selected offerings being excluded from the customized catalogue. Those selected offerings that are included on the customized catalogue are referred to as "catalogue offerings."
[0071 ] A typical customized catalogue may have, by way of illustration, 200-300 products, chosen from a universe of any number of candidate offerings (though typically the universe of candidate offerings for a specific campaign my be less than a few thousand). By applying the offering rules to a customer profile and the set of candidate offerings, a set of selected offerings is generated for the customer represented by the customer profile. Each selected offering is run through a set of ranking rules and a score assigned to the selected offering for that customer. Catalogue rules are also applied to the customer profile to determine whether the customer is entitled to receive a customized catalogue, the number of pages and sections of that customer's customized catalogue, and the number of number of offerings per page. Against these constraints, the page allocation rules are applied to the selected offerings to determine what selected offerings (now a catalogue offering) are included in the customized catalogue (low- ranking selected offerings may be excluded from a section), where the catalogue offering is located in the customized catalogue, how much space is allocated for a particular catalogue offering. Typically, the higher the rank of a catalogue offering, the more space and better position the offering gets in its category section. 072] The catalogue offerings (e.g., products selected for inclusion in the products section) are flowed into each section based on layout rules established by the catalogue retailer 620. By contrast, the older fill-template method utilizes a template having a number of predefined areas on the page, each linked through rules to a set of texts, graphics or photographs that can be inserted in the demarcated space. Templates do not, however, provide for ability of assets to grow or shrink in response to the amount of text to be typeset even for a specific item (for example, when the text can be selected from French, Spanish, German or English depending on the language preference of the recipient). "Flowing" assets comprises placing one item into a blank page, assessing the remaining space and deciding what can fit properly there, and so on until the page is complete, so that the probability of finding exact layout on different catalogue pages is extremely low. Referring to Figure 3, the product assets are provided by the customized (products) assets manager 325. The layout for each page of the section is provided by the page layout manager 330. The text for each offering is typeset by the text composer 340 (including personalization of the words if called for by the offering or graphic asset) and positioned on the page by the page composer 350. At this point, all sections are completed and the catalogue is composed. The customized catalogue is not yet assembled. [0073] Figures 7A and 7B illustrate an adjust signature and position product section/page process according to an embodiment of the present invention. The adjust signature and position product section/page process is performed using the document assembler element 355 and the CCPS 300 (see Figure 3). Referring to Figure 7A, the number of pages of the customized catalogue (less filler) is determined 700. Typically, a catalogue destined for printing must be printed on both sides of paper twice the width of a single page, and stapled in the middle. In this example, the finished catalogue must have a total number of pages evenly divisible by four (referred to as "whole signatures"). However, this is not meant as a limitation. As will be apparent to those skilled in the art, other signatures may be used without departing from the scope of the present invention. Using a set of signature rules, a determination is made whether the customized catalogue comprises whole signatures 705. If the signatures are whole, the process continues 750.
[0074] Referring to Figure 7B, if the signature is not whole, a self-adjust rule 710 is applied. As illustrated in Figure 7B, the self-adjust rule comprises one of an always delete rule 712, an always add rale 714, a round median up rule 716, and a round median down rule 718. The default self-adjust rule to be used is established by the catalogue retailer as a global rule, which may be overwritten for any specific campaign or section.
[0075] If the applicable self-adjust rule is "always delete" 712, the document assembler element 355 of the CCPS 300 (see Figure 3) will reduce to size of as many sections as necessary by one page each to force the signature to a whole signature 722. In an embodiment, additional rules (not illustrated) are imposed wherein, for example and not as a limitation:
• The section size reduction is initiated at the small-section end, one page from each as necessary, or
• As many pages as necessary are eliminated from the lowest relevancy (smallest) section(s)
[0076] A separate rule specifies what happens if following this rule reduces total size below the minimum catalogue size established for the customer's profile. [0077] If the default self-adjust rale is "always add" 714, the document assembler element 355 of the CCPS 300 (see Figure 3) will add as many pages as necessary from the pool of optional ads and fillers in the order set by the user to force the signature to a whole signature 724. A separate rule specifies what happens if following this rule increases the total size above the maximum catalogue size established for the customer's profile.
[0078] If the default self-adjust rule is "round pages up to fit" 716, the document assembler element 355 of the CCPS 300 (see Figure 3) will add one or two pages (using the always add rule 714) or delete one page (using the always delete rale 712) 724. If the default self-adjust rale is "round median pages down to fit" 718, the document assembler element 355 of the CCPS 300 (see Figure 3) will add one page (using the always add rale 714) or delete one or two pages (using the always delete rule 712) 728. As previously noted, the self-adjust rules illustrated in Figures 7A and 7B and discussed above are based on a whole signature of four pages. However, the invention is not so limited. As will be apparent to those skilled in the art, where different whole signature values may be specified, the values used in the self-adjust rules will be adjusted accordingly.
[0079] After applying the appropriate self-adjust rale, a determination is made if product pages are to be added 750. This determination depends on the self-adjust rule applied and the action required by the applied rules. If it is determined that product pages are to be added, the process returns to the product section/page creation process as illustrated in Figure 6. The size of each section is increased by one page each until the number of pages to be added is achieved. The process restarts with the flow-products into product-sections process 620.
[0080] Referring again to Figure 7A, once the signature has been made whole, all fixed position sections are assigned positions 760. The process is initiated by assigning tentative positions for all pages specified relative to the front and back covers, and then those specified in relation to the middle. Required fillers and ads specified relative to another section are attached to the specified section. For example, an ad for golf clubs is specified to run inside the golf section. If the golf section has three pages of products, a page is added to that section to include the ad and thereafter the system treats golf section as a four-page product section (assuming a whole signature of four pages). [0081 ] All sections that are specified in a fixed position or relative to another section are positioned 770 according to the layout of the catalogue.
[0082] Figure 8 illustrates a position non- fixed page process according to an embodiment of the present invention. Each section is placed in the customized catalogue based on the priority (relevance) of the section in light of the page allocation rules set by the catalogue retailer. The section with the highest priority is placed in the first available position 800. A determination is made whether the section fits in one piece 805. If the section fits in one piece, the system proceeds to place the highest remaining section in the same way as the first, and so on until all sections are placed. If a section does not fit in one piece, a determination is made whether another section fits 810. If another section fits the space available, the section that fits is substituted for the section that does not 815. If there is no other section that fits, the section under consideration is split into two subsections 820. One subsection is then positioned in the first available space, and the remaining subsection is then promoted to the highest priority of remaining sections.
[0083] Figure 9 illustrates a customized catalogue finishing process according to an embodiment of the present invention. The finishing process is performed using the document assembler element 355 of the CCPS 300 (see Figure 3). The rules that the catalogue retailer specifies for sections may lead to difficulties. For example, there is nothing to prevent the catalogue retailer from setting every section to start on a left-hand page, and also to set the size of each section at an odd number. Unless there is an ad or filler page available to follow every section, holes would be left. And even if that solution is available, the total size of the customized catalogue would likely exceed the maximum number of pages set by the catalogue retailer. The rales for resolving these situations are set at the global level.
[0084] Referring to Figure 9, a determination is made whether all left-page, right-page, spread, and filler-location rules met. If the rules are not met, the document assembler element 355 of the CCPS 300 (see Figure 3) applies a repositioning process 905. The reposition process causes spreads to start on even pages 910, pages and sections with left/right problems to be swapped 915, and full-page fillers and ads to be moved so that such full pages do not face each other 920. If the rules are met, or following the reposition process, a specification file in PPML or other appropriate protocol is generated 930. The specification file is sent first to the print controller and thence, under control of printing plant personnel, to a printer and the customized catalogue is complete for that customer.
[0085] As noted in the discussion relating to Figure 6, a customized catalogue reflects content that is directed at a targeted recipient, hi the exemplary embodiment previously described, the customized catalogue is a catalogue, the content is directed to products, and the targeted recipient is a customer. Figures 10A and 10B illustrate a process by which the content of a customized catalogue is selected for a targeted recipient according to an embodiment of the present invention. The description that follows is directed to the exemplary embodiment of the customized catalogue, but the invention is not so limited. Referring to Figure 10A, a catalogue retailer determines which products are candidates for promotion in the customized catalogue 1000 (that is, which products are candidate offerings). The reasons for such selection are usually a combination of the following:
• Seasonal appeal
• Special purchase
• Cooperative advertising support from the manufacturer or wholesaler
• Overstock situation
• Unusually high profitability
• Rounding out the selection in a catalogue
[0086] Though it is not necessary, catalogues are usually set up in much the same way, with similar products grouped together. The rales engine (see Figure 1, 130) establishes a hierarchy comprising departments (or other "super categories"), categories, and subcategories to accomplish this internal organization. Products that are designated candidate offering are assigned to a group within the hierarchy 1005. In addition, the catalogue retailer may assign each candidate offering one or more assets 1010. By way of illustration and not as a limitation, the assets of a candidate offering comprise one or more graphic assets, one or more sets of descriptive copy, size range(s) and other price differentiators, ID number(s) and a price. In addition, the catalogue retailer or a rule determines whether to assign a candidate offering a positive or negative bonus factor (a "boost") 1015 that can be used to increase or decrease the offering's overall relevancy score and, therefore, the chances of getting the item into the customized catalogue for any customer. If a boost is to be assigned to one or more offerings, the catalogue retailer defines the parameters of the boost 1020.
[0087] After the assignment is completed or if no boost is to be assigned, the rules engine selects the first customer profile record 1025 and applies the catalogue rules to the customer profile for the particular campaign 1030. The rules for a campaign are established by the catalogue retailer. In this exemplary embodiment, the rules establish a bias toward repeat customers. However, this is not meant as a limitation. When a campaign is designed, a set of catalogue rules is established to determine which customers were to receive a customized catalogue and how many page that customer's customized catalogue should be. An illustrative table of catalogue rules for the exemplary customized catalogues is provided below:
Figure imgf000025_0001
[0088] hi addition, the catalogue retailer optionally establishes rules for each size catalogue. These optional catalogue rules determine which non-product pages need to, or may, be included in the catalogue. In this exemplary embodiment, non-product pages comprise covers, possible order forms, and similar content. Some non-product pages are composed and printed as part of the digital-printing process, while others may be pre-printed and inserted into the customized catalogue in the bindery stage. By way of illustration, and referring to the table of exemplary catalogue rules provided above, a customer who averaged $10,000 a month in purchases over the past year receives a customized catalogue that is 60 pages with eight sections, each featuring one category. In this example, the catalogue retailer specifies that six non-product pages must be included into each customized catalogue and that three additional pages are optional. With 60 pages less six required non-product pages, the customized catalogue provided to this customer comprises 54 pages of products with about 54x3 or 162 offerings.
[0089] A determination is made (based on the customer profile and the catalogue rules) whether the customer is a targeted recipient of a customized catalogue 1032. If the customer is not a targeted recipient, the process for this customer ends 1034. If the customer is a targeted recipient, ranking rules are applied to the candidate offerings. A table of the highest and average score for each group with the hierarchy of the offering (e.g., category and sub-category) is constructed 1035 and a composite score generated 1040. In an embodiment of the present invention, the composite score comprises the average score of each selected offering within the group plus the highest score of any selected product within the group. However, this is not meant as a limitation. As will be apparent to those skilled in the art, other scoring conventions may be used without departing from the scope of the present invention.
[0090] As previously noted, while the catalogue retailer or client profile may establish different rales, in this exemplary embodiment the highest scoring category will get the most space in the customized catalogue, and the highest-scoring sub-category gets the top position and biggest display area within the category's section. By way of illustration, points are assigned to offerings represented in the purchase history or customer preferences than to those never purchased or preferred. The higher the sales of an item in the past, combined with any positive boost points, the higher the overall offering relevancy. The offering relevancy quantifies the relevance of each offering to the customer in question.
[0091] Referring to Figure 10B the categories within the offering are ranked according to their composite score 1045. Pages are allocated for each category according to a user specified rule 1050, with proportionately fewer pages allocated to each successive category. Referring again to the exemplary customized catalogue having 54 pages of products, an exemplary page allocation table is provided below:
Figure imgf000027_0001
[0092] Each page of each product section is filled with products 1055, giving more space (fewer offerings per page) to high-scoring selected offerings, and less space to those with lower scores. In one embodiment of the invention, only the top set of selected offerings in each category is included in a section. For example, where the set of layout rales specifies an average of 3 offerings per section, in the coats section, only the top 11x3 or 33 selected offerings (more or less) will be included in the exemplary customized catalogue. These selected offerings become the catalogue offerings.
[0093] The product pages and non-product sections are placed according to the set of layout rales 1060. By way of illustration and not as a limitation, the product sections and the non- product sections of the exemplary customized catalogue are placed according to the following rules:
• Place all sections that have a specified, fixed position relative to the beginning, end or middle of the customized catalogue.
• Place all sections that have a specified position relative to a section with a fixed position.
• Place all sections that have a specified position relative to any other section.
• Place all other sections in order of their relative size (i.e. of their relative relevancy) or any other order specified by the catalogue retailer.
[0094] The resulting placements are evaluated for conflicts 1065. For example, a section may be specified to start on a two-page spread (i.e., two facing pages) but observing these rules causes it to fall onto a right-hand page instead of the left-hand. Additional conflict rules are provided to handle all of these conflicts.
[0095] When one or more pre-printed sections are included in the customized catalogue, the likelihood of conflicts within placements rises considerably. By way of illustration (and assuming a four page signature), if two-page inserts in a 60-page customized catalogue are specified to go after pages 10 and 20, inserts also go in before pages 41 and 51. This in effect creates not two but four fixed-position sections. This is trae because each customized catalogue comprises a stack of pieces of paper, each with two pages printed on top and two more on the bottom, and with a fold and staples in the middle. Typically, all customized catalogue comprise large sheets printed with four, or a multiple of four pages, that when folded become "signatures," or sections of the customized catalogue. When all conflicts have been resolved according to the rules, the virtual customized catalogue has been completed and the final phase of production begins. A complete specification file of the customized catalogue is created 1070.
[0096] Figure 10 illustrates a process based on a priori selection 'rules' for comparisons / matches of products with user profiles. The a priori selection rules are then articulated in a programmed computer process (instantiated rules). Initial integer sets (a priori) are programmed by humans / formula, and are static until conditions warrant otherwise. The final matching routines use these a priori integer sets to compare data and to make decisions. In another embodiment of the present invention, external data is used to modify one or more comparison integers to reflect the a posteriori data and subsequent analysis. The a posteriori data may impact the integer by modifying the value directly; causing a change in the calculation (selection rale) used to bring about the integer result; modifying individual customers' profiles to give boosts (plus or minus) to specific categories or subcategories; or modifying the indexed values used in the calculations in order to generate new indexed values. Users of the system have the ability to 'allow' comparisons to drive decisions, or to 'modify' results according to some human understanding not yet present in the system. User interfaces allow modifications of either customer profiles or rules, either in specific instances (i.e., the relative importance of a child's vision) for a group of customer profiles fond by the system to be similar in some way or in global terms (i.e., increase or reduce the relative importance of one or more categories or rules vis-a-vis other categories or rales in terms of the offering selection or offering ranking processes.) Every instance of such user or computer modification activity is logged, in detail, to allow a complex of 'fuzzy logic' analysis / statements which result in index modifications, and in further modifications of rules as warranted, hi fact, the combination of records resultant from user activity, automated activities, and client feedback are all intricate parts of the a posteriori data file, and can be expected to improve effectiveness of future personalized catalogues for affected recipients.
[0097] Each new instance of a catalogue is 'rated' in terms of how successful it was over the useful life of the published piece, based on success parameters (e.g. sales). "Catalogues" mean fully customized catalogues, categories and subcategories within a customized catalogue, catalogue item, and items modified by additional promotional information. The success parameters, coupled with knowledge of the changes made in response to various a posteriori analyses, and refinements to business rules made manually, allow the rules to be refined and the effectiveness of the process to be improved. As discussed in the previous paragraph, the adjustment and modification process for both rules and customer profiles may in many cases be automated, using additional purchase history and preferences data combined with patterns discerned from purchase histories and preferences of similar customers to "learn" to improve the Rules Engine's performance and "judgment."
[0098] A system and method for creating a customized catalogue have now been illusfrated. It will also be understood that the invention may be embodied in other specific forms without departing from the scope of the invention disclosed and that the examples and embodiments described herein are in all respects illustrative and not restrictive. Those skilled in the art of the present invention will recognize that other embodiments using the concepts described herein are also possible By way of illustration and not as a limitation, the embodiments of the present invention may be used to produce a customized book, booklet, or other electronic or printed publication, self-publishing websites, commercial documents such as contracts and insurance policies, and many others type of output.

Claims

WHAT IS CLAIMED IS:
1. A method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system, wherein the system comprises a customer record, an offerings database comprising one or more candidate offerings, a set of product assets associated with each candidate offering, and a set of offering rales, and wherein the method comprises: creating a customer profile from the customer record of the targeted recipient; applying the set of offering rules to the customer profile to select one or more selected offerings from the one or more candidate offerings in the offerings database; acquiring the set of product assets associated with each of the one or more selected offerings; and generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings.
2. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 1, the method further comprising printing the customized catalogue using the customized catalogue specification file.
3. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 1, wherein the set of product assets comprises one or more elements selected from the group consisting of text, graphics, and photographs.
4. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 1, wherein the system further comprises a set of ranking rules and a set of page allocation rules, and wherein generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings comprises: applying the set of ranking rales to each of the one or more selected offerings to determine its relevancy ranking; and applying the set of page allocation rales to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking.
5. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 4, wherein the system further comprises a set of layout rules and wherein the method further comprises applying the set of layout rules to the set of product assets associated with each of the one or more selected offerings to acquire one or more layout attributes for each of the one or more selected offerings consistent with the space allocated for that selected offering.
6. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 5, wherein the layout attributes are selected from the group consisting of text font, text size, graphic dimensions, photograph dimension, and photograph resolution.
7. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 5, wherein the customized catalogue comprises a plurality of pages, and wherein applying the set of page allocation rales to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking comprises: allocating one or more pages of the plurality of pages to a product section, the non- product section, and the pre-printed section; establishing in the product section the number of offerings per page; and assigning the product assets of each of the one or more selected offerings to one of the one or more product section pages in accordance with the number of offerings per page.
8. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 7, the method further comprising printing the customized catalogue using the customized catalogue specification.
9. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 7, wherein the system further comprising a set of signature rales and the method further comprises: determining an actual page count of the customized catalogue; determining if the actual page count comprises a whole signature; and in the event the actual page count does not comprise a whole signature, applying the set of signature rules to force the actual page count to comprise a whole signature..
10. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 9, wherein applying the set of signature rules to force the actual page count to an even signature comprises deleting pages.
11. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 9, wherein applying the set of signature rules to force the actual page count to an even signature comprises adding pages.
12. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 11, wherein the system further comprises filler pages and wherein adding pages comprises adding filler pages.
13. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 1, wherein the method further comprises applying a boost factor to at least one of the one or more candidate offerings prior to applying the set of offering rules to the customer profile.
14. A method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system, wherein the system comprises a customer record, an offerings database comprising one or more candidate offerings, a set of product assets associated with each candidate offering, and a set of offering rales, and wherein the method comprises: creating a customer profile from the customer record of the targeted recipient; establishing a set of catalogue rales; applying the set of catalogue rules to the customer profile to make a first determination whether to produce the customized catalogue for the targeted recipient; and in the event the customized catalogue is produced for the targeted recipient, applying the set of catalogue rules to the customer profile to make a second determination of the number of pages in the targeted recipient's customized catalogue. applying the set of offering rules to the customer profile to select one or more selected offerings from the one or more candidate offerings in the offerings database; acquiring the set of product assets associated with each of the one or more selected offerings; and generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings.
15. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 14, the method further comprising printing the customized catalogue using the customized catalogue specification.
16. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 14, wherein the set of product assets comprises one or more elements selected from the group consisting of text, graphics, and photographs
17. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 14, wherein the system further comprises a set of ranking rales and a set of page allocation rules, and wherein generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings comprises: applying the set of ranking rales to each of the one or more selected offerings to determine its relevancy ranking; and applying the set of page allocation rales to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking.
18. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 17, wherein the system further comprises a set of layout rules and wherein the method further comprises applying the set of layout rules to the set of product assets associated with each of the one or more selected offerings to acquire one or more layout attributes for each of the one or more selected offerings consistent with the space allocated for that selected offering.
19. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 18, wherein the layout attributes are selected from the group consisting of text font, text size, graphic dimensions, photograph dimension, and photograph resolution.
20. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 18, wherein the customized catalogue comprises a plurality of pages, and wherein applying the set of page allocation rules to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking comprises: allocating one or more of the plurality of pages to a product section, the non-product section, and the pre-printed section; establishing in the product section the number of offerings per page; and assigning the product assets of each of the one or more selected offerings to one of the one or more product section pages in accordance with the number of offerings per page.
21. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 20, the method further comprising printing the customized catalogue using the customized catalogue specification.
22. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 20, wherein the system further comprising a set of signature rules and the method further comprises: determining an actual page count of the customized catalogue; deteπnining if the actual page count comprises a whole signature; and in the event the actual page count does not comprise a whole signature, applying the set of signature rules to force the actual page count to comprise a whole signature.
23. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 22, wherein applying the set of signature rules to force the actual page count to an even signature comprises deleting pages.
24. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 22, wherein applying the set of signature rules to force the actual page count to an even signature comprises adding pages.
25. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 24, wherein the system further comprises filler pages and wherein adding pages comprises adding filler pages.
26. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 14, wherein the method further comprises applying a boost factor to at least one of the one or more candidate offerings prior to applying the set of offering rules to the customer profile.
27. A customized catalogue publication system for producing a customized catalogue, the system comprising: a customer record; an offerings database comprising one or more candidate offerings; a set of product assets associated with each candidate offering; a set of offering rules; a profiler adapted to create a customer profile from the customer record of a targeted recipient; and a rules engine adapted to: apply the set of offering rales to the customer profile to select one or more selected offerings from the one or more candidate offerings; acquire the set of product assets associated with each of the one or more selected offerings; and generate a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings.
28. The customized catalogue publication system of claim 27, wherein the system further comprises a printing system and wherein the printing system is adapted to: receive the customized catalogue specification file; and print the customized catalogue according to the customized catalogue specification file.
29. The customized catalogue publication system of claim 28, wherein the printing system further comprises: a printer; and a file translation system adapted to convert the specification file to a format compatible with the printer.
30. The customized catalogue publication system of claim 29, wherein the printer is a web- fed printer.
31. The customized catalogue publication system of claim 29, wherein the printer is a sheet- fed printer.
32. The customized catalogue publication system of claim 29, wherein the printer is selected from the group consisting of a toner based printer, liquid ink based printer, and an ink-jet based printer.
33. The customized catalogue publication system for producing a customized catalogue of claim 27, wherein the set of product assets comprises one or more elements selected from the group consisting of text, graphics, and photographs.
34. The customized catalogue publication system of claim 27, wherein the system further comprises a set of ranking rales and a set of page allocation rales, and wherein the rules engine is further adapted to: apply the set of ranking rules to each of the one or more selected offerings to determine its relevancy ranking; and apply the set of page allocation rales to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking.
35. The customized catalogue publication system of claim 34, wherein the rales engine is further adapted to acquire one or more layout attributes for each of the one or more selected offerings.
36. The customized catalogue publication system of claim 35, wherein the one or more layout attributes are selected from the group consisting of text font, text size, graphic dimensions, photograph dimension, and photograph resolution.
37. The customized catalogue publication system of claim 27, wherein the customized catalogue comprises a plurality of pages, and wherein the rales engine is further adapted to: allocate one or more of the plurality of pages to a product section, the non-product section, and the pre-printed section; and assign the product assets for each of the one or more selected offerings to one of the one or more product section pages in accordance with a number of offerings per page.
38. The customized catalogue publication system of claim 37, wherein the system further comprising a set of signature rales, and wherein the rales engine is further adapted to: determine an actual page count of the customized catalogue; determine if the actual page count comprises a whole signature; and in the event the actual page count does not comprise a whole signature, apply the set of signature rules to force the actual page count to comprise a whole signature.
39. The customized catalogue publication system of claim 37, wherein the set of signature rales comprises deleting pages.
40. The customized catalogue publication system of claim 37, wherein the set of signature rales comprises adding pages.
41. The customized catalogue publication system of claim 37, wherein the system further comprises filler pages and wherein the set of signature rules comprises adding filler pages.
42. The customized catalogue publication system of claim 27, wherein the rales engine is further adapted to apply a boost factor to at least one of the one or more candidate offerings prior to applying the set of offering rules..
43. The customized catalogue publication system of claim 27, wherein the system further comprises: a set of catalogue rales; a profiler, wherein the profiler is further adapted to: apply the set of catalogue rules to the customer profile to make a first determination whether to produce a customized catalogue for the targeted recipient; and in the event a customized catalogue is produced for the targeted recipient, apply the set of catalogue rules to the customer profile to make a second determination of the number of pages in the targeted recipient's customized catalogue.
44. The customized catalogue publication system of claim 43, wherein the system further comprises a printing system and wherein the printing system is adapted to: receive the customized catalogue specification file; and print the customized catalogue according to the customized catalogue specification file.
45. The customized catalogue publication system of claim 44, wherein the printing system further comprises: a printer; and a file translation system adapted to convert the specification file to a format compatible with the printer.
46. The customized catalogue publication system of claim 45, wherein the printer is a web- fed printer.
47. The customized catalogue publication system of claim 45, wherein the printer is a sheet- fed printer.
48. The customized catalogue publication system of claim 45, wherein the printer is selected from the group consisting of a toner based printer, liquid ink based printer, and an ink-jet based printer.
49. The customized catalogue publication system for producing a customized catalogue of claim 43, wherein the set product assets comprises one or more elements selected from the group consisting of text, graphics, and photographs.
50. The customized catalogue publication system of claim 43, wherein the system further comprises a set of ranking rules and a set of page allocation rules wherein the rules engine is further adapted to: apply the set of ranking rules to each of the one or more selected offerings to determine its relevancy ranking; and apply the set of page allocation rules to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking.
51. The customized catalogue publication system of claim 50, wherein the rules engine is further adapted to acquire one or more layout attributes for each of the one or more selected offerings.
52. The customized catalogue publication system of claim 51 , wherein the one or more layout attributes are selected from the group consisting of text font, text size, graphic dimensions, photograph dimension, and photograph resolution.
53. The customized catalogue publication system of claim 43, wherein the customized catalogue comprises a plurality of pages, and wherein the rules engine is further adapted to: allocate one or more of the plurality of pages to a product section; and assign the product assets for each of the one or more selected offerings to one of the one or more product section pages in accordance with the number of offerings per page.
54. The customized catalogue publication system of claim 53, wherein the system further comprising a set of signature rales, and wherein the rules engine is further adapted to: determine an actual page count of the customized catalogue; determine if the actual page count comprises a whole signature; and in the event the actual page count does not comprise a whole signature, apply the set of signature rules to force the actual page count to comprise a whole signature.
55. The customized catalogue publication system of claim 54, wherein the set of signature rules comprises deleting pages.
56. The customized catalogue publication system of claim 54, wherein the set of signature rules comprises adding pages.
57. The customized catalogue publication system of claim 54, wherein the system further comprises filler pages and wherein the set of signature rales comprises adding filler pages.
58. The customized catalogue publication system of claim 54, wherein the system further comprises a printing system and wherein the printing system is adapted to: receive the customized catalogue specification file; and print the customized catalogue according to the customized catalogue specification file.
59. The customized catalogue publication system of claim 58, wherein the printing system further comprises: a printer; and a file translation system adapted to convert the specification file to a format compatible with the printer.
60. The customized catalogue publication system of claim 59, wherein the printer is a web- fed printer.
61. The customized catalogue publication system of claim 59, wherein the printer is a sheet- fed printer.
62. The customized catalogue publication system of claim 59, wherein the printer is selected from the group consisting of a toner based printer, liquid ink based printer, and an ink-jet based printer.
63. A method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system, wherein the system comprises a customer record, an offerings database comprising one or more candidate offerings, a set of product assets associated with each candidate offering, and a set of offering rales, and wherein the method comprises: creating a customer profile from the customer record of the targeted recipient; assigning the targeted recipient to a customer group based on the customer profile of the targeted recipient and a profile of each member of the customer group; imputing attributes of the customer group to the customer profile of the targeted recipient to create a revised customer profile for the targeted recipient; applying the set of offering rules to the revised customer profile to select one or more selected offerings from the one or more candidate offerings in the offerings database; acquiring the set of product assets associated with each of the one or more selected offerings; and generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings.
64. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 63, the method further comprising printing the customized catalogue using the customized catalogue specification file.
65. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 63, wherein the set of product assets comprises one or more elements selected from the group consisting of text, graphics, and photographs.
66. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 63, wherein the system further comprises a set of ranking rules and a set of page allocation rules, and wherein generating a customized catalogue specification file for the targeted recipient using the set of product assets associated with each of the one or more selected offerings comprises: applying the set of ranking rules to each of the one or more selected offerings to determine its relevancy ranking; and applying the set of page allocation rales to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking.
67. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 66, wherein the system further comprises a set of layout rules and wherein the method further comprises applying the set of layout rales to the set of product assets associated with each of the one or more selected offerings to acquire one or more layout attributes for each of the one or more selected offerings consistent with the space allocated for that selected offering.
68. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 67, wherein the layout attributes are selected from the group consisting of text font, text size, graphic dimensions, photograph dimension, and photograph resolution.
69. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 67, wherein the customized catalogue comprises a plurality of pages, and wherein applying the set of page allocation rules to allocate space within the customized catalogue for each of the one or more selected offerings based on its relevancy ranking comprises: allocating one or more pages of the plurality of pages to a product section, the non- product section, and the pre-printed section; establishing in the product section the number of offerings per page; and assigning the product assets of each of the one or more selected offerings to one of the one or more product section pages in accordance with the number of offerings per page.
70. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 69, the method further comprising printing the customized catalogue using the customized catalogue specification.
71. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 69, wherein the system further comprising a set of signature rules and the method further comprises: determining an actual page count of the customized catalogue; determining if the actual page count comprises a whole signature; and in the event the actual page count does not comprise a whole signature, applying the set of signature rules to force the actual page count to comprise a whole signature..
72. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 71, wherein applying the set of signature rules to force the actual page count to an even signature comprises deleting pages.
73. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 71, wherein applying the set of signature rales to force the actual page count to an even signature comprises adding pages.
74. The method for producing a customized catalogue for a targeted recipient using a customized catalogue publication system of claim 73, wherein the system further comprises filler pages and wherein adding pages comprises adding filler pages.
PCT/US2003/031467 2002-10-04 2003-10-03 A system and method for creating customized catalogues WO2004034285A1 (en)

Priority Applications (3)

Application Number Priority Date Filing Date Title
EP03776226A EP1559032A4 (en) 2002-10-04 2003-10-03 A system and method for creating customized catalogues
CA002501397A CA2501397A1 (en) 2002-10-04 2003-10-03 A system and method for creating customized catalogues
AU2003283999A AU2003283999A1 (en) 2002-10-04 2003-10-03 A system and method for creating customized catalogues

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US41598402P 2002-10-04 2002-10-04
US60/415,984 2002-10-04
US10/625,999 2003-07-24
US10/625,999 US7249067B2 (en) 2002-10-04 2003-07-24 System and method for creating customized catalogues

Publications (1)

Publication Number Publication Date
WO2004034285A1 true WO2004034285A1 (en) 2004-04-22

Family

ID=32096130

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2003/031467 WO2004034285A1 (en) 2002-10-04 2003-10-03 A system and method for creating customized catalogues

Country Status (5)

Country Link
US (1) US7249067B2 (en)
EP (1) EP1559032A4 (en)
AU (1) AU2003283999A1 (en)
CA (1) CA2501397A1 (en)
WO (1) WO2004034285A1 (en)

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7266516B2 (en) * 2001-06-08 2007-09-04 W. W. Grainger Inc. System and method for creating a customized electronic catalog
US11636502B2 (en) * 2014-08-25 2023-04-25 Accenture Global Services Limited Robust multichannel targeting

Families Citing this family (66)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7333967B1 (en) * 1999-12-23 2008-02-19 International Business Machines Corporation Method and system for automatic computation creativity and specifically for story generation
US20060212805A1 (en) * 2002-04-10 2006-09-21 Quark, Inc. Systems and methods for remote access media production
US20070094636A1 (en) * 2004-08-05 2007-04-26 Quark, Inc. Systems and methods for facilitating media production
US20070157080A1 (en) * 2004-08-05 2007-07-05 Quark, Inc. Systems and methods for re-purposing content objects for media production
US20040141003A1 (en) * 2003-01-21 2004-07-22 Dell Products, L.P. Maintaining a user interest profile reflecting changing interests of a customer
US7529693B2 (en) * 2003-07-31 2009-05-05 International Business Machines Corporation Method and system for designing a catalog with optimized product placement
US20050080770A1 (en) * 2003-10-14 2005-04-14 Microsoft Corporation System and process for presenting search results in a tree format
GB2407677A (en) * 2003-10-31 2005-05-04 Hewlett Packard Development Co Post-rendering document space based on rules
US20050177460A1 (en) * 2004-01-06 2005-08-11 Salerno Ralph J. Method and system for supplying customized product catalogs
US7487448B2 (en) * 2004-04-30 2009-02-03 Microsoft Corporation Document mark up methods and systems
US7383500B2 (en) * 2004-04-30 2008-06-03 Microsoft Corporation Methods and systems for building packages that contain pre-paginated documents
US8661332B2 (en) 2004-04-30 2014-02-25 Microsoft Corporation Method and apparatus for document processing
US7512878B2 (en) * 2004-04-30 2009-03-31 Microsoft Corporation Modular document format
US7617014B1 (en) * 2004-05-28 2009-11-10 Centric Software, Inc. Managing and unifying structured representations of product information
US20060015817A1 (en) * 2004-07-15 2006-01-19 Giuseppe Fioretti Method to dynamically customize a web user interface
US20060155600A1 (en) * 2004-09-24 2006-07-13 Mays Steven G Method of mass marketing for quick service food restaurants through print advertising upon sanitizing wipes packaging
US10282785B1 (en) 2004-11-19 2019-05-07 Allstate Insurance Company Delivery of customized insurance products and services
US7774217B1 (en) 2004-11-19 2010-08-10 Allstate Insurance Company Systems and methods for customizing automobile insurance
US9875508B1 (en) 2004-11-19 2018-01-23 Allstate Insurance Company Systems and methods for customizing insurance
US7639386B1 (en) * 2005-07-01 2009-12-29 Amazon Technologies, Inc. Automated creation of printed works having customized and/or personalized content
CA2511687A1 (en) * 2005-07-07 2007-01-07 Gordon Sidney Peck Method for advertising
US8738456B2 (en) * 2006-11-14 2014-05-27 Xerox Corporation Electronic shopper catalog
US20150074005A1 (en) * 2006-12-12 2015-03-12 William C. Brougher Method and apparatus for facilitating patent searching
US20080183554A1 (en) * 2007-01-29 2008-07-31 W.W. Grainger, Inc. System and method for providing customized catalogs
US8234569B2 (en) * 2007-02-28 2012-07-31 Business Objects Software Ltd. Apparatus and method for defining and processing publication objects
US7992078B2 (en) * 2007-02-28 2011-08-02 Business Objects Software Ltd Apparatus and method for creating publications from static and dynamic content
US20080249876A1 (en) * 2007-04-06 2008-10-09 James Rice Method and system using distributions for making and optimizing offer selections
US8479091B2 (en) * 2007-04-30 2013-07-02 Xerox Corporation Automated assembly of a complex document based on production constraints
US20080281672A1 (en) * 2007-05-10 2008-11-13 Mangers Kirsten A Systems And Methods For Helping Advertisers Take Advantage Of Co-Op Advertising Opportunities
US20090199233A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for generating a selection model for use in personalized non-competitive advertising
US20090198552A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for identifying users for which cooperative electronic advertising is relevant
US20090198555A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for providing cooperative electronic advertising
US20090198556A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for selecting personalized non-competitive electronic advertising
US20090198554A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for identifying users for which non-competitive advertisements is relevant
US20090198551A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for selecting personalized non-competitive electronic advertising for electronic display
US20090198553A1 (en) * 2008-02-01 2009-08-06 David Selinger System and process for generating a user model for use in providing personalized advertisements to retail customers
WO2009102883A1 (en) * 2008-02-13 2009-08-20 Chen Yawlin C System and method of marketing beauty products
US8458158B2 (en) * 2008-02-28 2013-06-04 Disney Enterprises, Inc. Regionalizing print media management system and method
US20090263173A1 (en) * 2008-04-18 2009-10-22 Xerox Corporation Methods and systems for generating dynamic order documents
US8214736B2 (en) * 2008-08-15 2012-07-03 Screenplay Systems, Inc. Method and system of identifying textual passages that affect document length
US9747371B2 (en) * 2008-10-14 2017-08-29 Disney Enterprises, Inc. Method and system for producing customized content
US9906660B2 (en) * 2009-06-16 2018-02-27 International Business Machines Corporation System and apparatus for generation of executables for a heterogeneous mix of multifunction printers
US20110004839A1 (en) * 2009-07-02 2011-01-06 Derek Cha User-customized computer display method
US9280783B2 (en) * 2010-03-23 2016-03-08 Meridian Enterprises Corporation System and method for providing customized on-line shopping and/or manufacturing
US20120054072A1 (en) * 2010-08-31 2012-03-01 Picaboo Corporation Automatic content book creation system and method based on a date range
US10832015B2 (en) 2011-03-10 2020-11-10 Joseph A. Hattrup Trust Dated July 16, 1996, As Amended On-the-fly marking systems for consumer packaged goods
US9436770B2 (en) 2011-03-10 2016-09-06 Fastechnology Group, LLC Database systems and methods for consumer packaged goods
US10621206B2 (en) 2012-04-19 2020-04-14 Full Circle Insights, Inc. Method and system for recording responses in a CRM system
US10599620B2 (en) * 2011-09-01 2020-03-24 Full Circle Insights, Inc. Method and system for object synchronization in CRM systems
US8255293B1 (en) * 2011-10-10 2012-08-28 Google Inc. Product catalog dynamically tailored to user-selected media content
US10402879B2 (en) 2011-12-30 2019-09-03 Adidas Ag Offering a customized collection of products
US20130173389A1 (en) * 2011-12-30 2013-07-04 Alison Page Retail system with location-based customization
US9690368B2 (en) 2011-12-30 2017-06-27 Adidas Ag Customization based on physiological data
US10861080B1 (en) * 2013-09-23 2020-12-08 Amazon Technologies, Inc. Visualization region search refinement
US11301803B1 (en) * 2014-03-17 2022-04-12 Ecmd, Inc. Inventory and sales process control and display
US10102592B2 (en) * 2014-12-31 2018-10-16 Ebay Inc. Native selling platform
US11282122B1 (en) * 2015-01-30 2022-03-22 MY Mavens LLC Evaluation and comparison of vendors according to structured capability models
US20170076346A1 (en) * 2015-09-11 2017-03-16 Knack Llc Interactive generation of customized orderable articles apparatus, methods, articles and tools
US9509942B1 (en) 2016-02-08 2016-11-29 Picaboo Corporation Automatic content categorizing system and method
US11269972B2 (en) 2016-05-31 2022-03-08 Target Brands, Inc. Date-specific webpage versions
US10360622B2 (en) 2016-05-31 2019-07-23 Target Brands, Inc. Method and system for attribution rule controls with page content preview
US10607278B2 (en) * 2016-09-22 2020-03-31 Appsoft Oy System and method for populating a database with a set of information related to an item owned by a first owner that is transferred to a second owner
US10747803B2 (en) * 2018-08-01 2020-08-18 Verizon Patent And Licensing, Inc. Media content recommendation and user interface generation
US11210730B1 (en) 2018-10-31 2021-12-28 Square, Inc. Computer-implemented methods and system for customized interactive image collection based on customer data
US11244382B1 (en) * 2018-10-31 2022-02-08 Square, Inc. Computer-implemented method and system for auto-generation of multi-merchant interactive image collection
US11645613B1 (en) 2018-11-29 2023-05-09 Block, Inc. Intelligent image recommendations

Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6125388A (en) * 1994-05-31 2000-09-26 Reisman; Richard R. System for transporting information objects between a user station and multiple remote sources based upon user modifiable object manifest stored in the user station
US6128600A (en) * 1997-02-28 2000-10-03 Hitachi, Ltd. Electronic shopping system and method of defining electronic catalogue data therefor
US6353831B1 (en) * 1998-11-02 2002-03-05 Survivors Of The Shoah Visual History Foundation Digital library system
US6360216B1 (en) * 1999-03-11 2002-03-19 Thomas Publishing Company Method and apparatus for interactive sourcing and specifying of products having desired attributes and/or functionalities
US6460020B1 (en) * 1996-12-30 2002-10-01 De Technologies, Inc. Universal shopping center for international operation

Family Cites Families (18)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US37041A (en) * 1862-12-02 Improvement in sorghum-strippers
US87573A (en) * 1869-03-09 Improvement in machine for grating- fodder
US4733A (en) * 1846-09-03 Ox-yoke
IL110811A0 (en) * 1993-09-07 1994-11-11 Jetform Corp Electronic forms generation system and method
US6460036B1 (en) 1994-11-29 2002-10-01 Pinpoint Incorporated System and method for providing customized electronic newspapers and target advertisements
US6377963B1 (en) * 1997-05-23 2002-04-23 Walker Digital, Llc Method and system for attaching customized indexes to periodicals
US20020087573A1 (en) 1997-12-03 2002-07-04 Reuning Stephan Michael Automated prospector and targeted advertisement assembly and delivery system
US6167382A (en) 1998-06-01 2000-12-26 F.A.C. Services Group, L.P. Design and production of print advertising and commercial display materials over the Internet
US6216129B1 (en) 1998-12-03 2001-04-10 Expanse Networks, Inc. Advertisement selection system supporting discretionary target market characteristics
US6298348B1 (en) 1998-12-03 2001-10-02 Expanse Networks, Inc. Consumer profiling system
US6560578B2 (en) 1999-03-12 2003-05-06 Expanse Networks, Inc. Advertisement selection system supporting discretionary target market characteristics
US6549935B1 (en) 1999-05-25 2003-04-15 Silverbrook Research Pty Ltd Method of distributing documents having common components to a plurality of destinations
US7103605B1 (en) * 1999-12-10 2006-09-05 A21, Inc. Timeshared electronic catalog system and method
US7698167B2 (en) * 2000-04-28 2010-04-13 Computer Pundits, Inc. Catalog building method and system
US20020143603A1 (en) * 2001-01-19 2002-10-03 International Business Machines Corporation Automated and optimized mass customization of direct marketing materials
US20020184116A1 (en) * 2001-04-04 2002-12-05 Iuniverse.Com Data structure for holding product information
US6978273B1 (en) * 2001-06-18 2005-12-20 Trilogy Development Group, Inc. Rules based custom catalogs generated from a central catalog database for multiple entities
US20030139979A1 (en) * 2002-01-18 2003-07-24 Moore Keith E. Electronic commerce system including customized catalog having encoded information

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6125388A (en) * 1994-05-31 2000-09-26 Reisman; Richard R. System for transporting information objects between a user station and multiple remote sources based upon user modifiable object manifest stored in the user station
US6460020B1 (en) * 1996-12-30 2002-10-01 De Technologies, Inc. Universal shopping center for international operation
US6128600A (en) * 1997-02-28 2000-10-03 Hitachi, Ltd. Electronic shopping system and method of defining electronic catalogue data therefor
US6353831B1 (en) * 1998-11-02 2002-03-05 Survivors Of The Shoah Visual History Foundation Digital library system
US6360216B1 (en) * 1999-03-11 2002-03-19 Thomas Publishing Company Method and apparatus for interactive sourcing and specifying of products having desired attributes and/or functionalities

Non-Patent Citations (1)

* Cited by examiner, † Cited by third party
Title
See also references of EP1559032A4 *

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7266516B2 (en) * 2001-06-08 2007-09-04 W. W. Grainger Inc. System and method for creating a customized electronic catalog
US11636502B2 (en) * 2014-08-25 2023-04-25 Accenture Global Services Limited Robust multichannel targeting

Also Published As

Publication number Publication date
AU2003283999A1 (en) 2004-05-04
EP1559032A1 (en) 2005-08-03
EP1559032A4 (en) 2010-08-25
US20040133542A1 (en) 2004-07-08
CA2501397A1 (en) 2004-04-22
US7249067B2 (en) 2007-07-24

Similar Documents

Publication Publication Date Title
US7249067B2 (en) System and method for creating customized catalogues
US8676658B2 (en) Method and system for dynamically generating a gallery of available designs for kit configuration
US8745226B2 (en) Customization of content and advertisements in publications
US8090612B2 (en) Producing marketing items for a marketing campaign
US6330542B1 (en) Automated internet quoting and procurement system and process for commercial printing
US7885861B2 (en) Method, system, and storage for creating a montage of composite product images
US8285590B2 (en) Systems and methods for computer-created advertisements
US7339598B2 (en) System and method for automated product design
US8713419B2 (en) Electronic product design
US20020040374A1 (en) Method for personalizing and customizing publications and customized publications produced thereby
US20100211885A1 (en) Quick design user profiles for improving design time of personalized products
CA2337528A1 (en) Supplying greeting cards and gift cards over a global computer network
US20080243608A1 (en) Creation of customized instances of publications
JPH07200701A (en) Catalog preparing system for mail-order business
US20080059874A1 (en) Facilitated generation of highly personalized communications
US20030208718A1 (en) Method and system for designing and ordering custom printed promotional items using the internet
US20110043847A1 (en) System and method for allocating content of electronic documents
WO2006067143A2 (en) Method for creating a production plan for producing a plurality of versions of a printed product
JP2004295777A (en) Sales promotion system of accessories
Yahya et al. Al-Hikmah Company
US20110047034A1 (en) System and method for processing print jobs
WO2010144949A1 (en) Method and apparatus for controlling the presentation of contextual advertisements
Pringle The Customer-Responsiveness of Web-to-Print
WO2006067142A2 (en) Method for making a digital representation of a printed product having a plurality of versions
JP2003006484A (en) Mail magazine publication system

Legal Events

Date Code Title Description
AK Designated states

Kind code of ref document: A1

Designated state(s): AE AG AL AM AT AU AZ BA BB BG BR BY BZ CA CH CN CO CR CU CZ DE DK DM DZ EC EE ES FI GB GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LU LV MA MD MG MK MN MW MX MZ NO NZ OM PH PL PT RO RU SD SE SG SK SL TJ TM TN TR TT TZ UA UG UZ VN YU ZA ZM ZW

AL Designated countries for regional patents

Kind code of ref document: A1

Designated state(s): GH GM KE LS MW MZ SD SL SZ TZ UG ZM ZW AM AZ BY KG KZ MD RU TJ TM AT BE BG CH CY CZ DE DK EE ES FI FR GB GR HU IE IT LU MC NL PT RO SE SI SK TR BF BJ CF CG CI CM GA GN GQ GW ML MR NE SN TD TG

121 Ep: the epo has been informed by wipo that ep was designated in this application
DFPE Request for preliminary examination filed prior to expiration of 19th month from priority date (pct application filed before 20040101)
WWE Wipo information: entry into national phase

Ref document number: 167840

Country of ref document: IL

Ref document number: 2501397

Country of ref document: CA

WWE Wipo information: entry into national phase

Ref document number: 2003776226

Country of ref document: EP

WWP Wipo information: published in national office

Ref document number: 2003776226

Country of ref document: EP

NENP Non-entry into the national phase

Ref country code: JP

WWW Wipo information: withdrawn in national office

Ref document number: JP