Module 1 - Introduction To Packaging
Module 1 - Introduction To Packaging
Introduction to Packaging
This book will get you started on the study of packaging. Like most subjects, packaging has a
specialized language. Terms can mean something specific in packaging and something entirely
different in another context. It will be necessary for you to understand the meanings of
packaging terms when they are applied. You will be introduced to some of the basic
terminology of packaging in this chapter, along with other material. Many terms, such as
corrugated paperboard, will be used even though they will not be fully explained until later in
the book. However, within the context of the sentence, you can probably infer the likely
meaning of the term.
Packaging is very common. We all deal with packaging every day. Nearly everything that is
purchased comes in a package. It is almost impossible to handle certain products without a
package. In fact, most of the products that you get without a package were actually packaged at
an earlier stage. In other cases, portions of the product were packaged earlier. We’ll see
examples, such as the following, throughout the book.
• A new automobile is generally not packaged for delivery to a purchaser, but hundreds of
subassemblies and parts are packaged for transport from the supplier factories to the
automobile assembly plant where they are joined together to make a vehicle.
Subassemblies can be large and complicated, such as the engine transmission
combination, tires mounted on wheels, or wiring harnesses. Or they can be small, such
as a radio knob or a door handle.
• Many of the fresh food products that can be purchased in the produce department of a
grocery store are unpackaged. However, they were packaged earlier for transport to the
grocery store. Further, they will be packaged again, usually in plastic or paper bags, so
they can be transported through the checkout lane and then to the customer’s
residence.
The previous comments are true even for most farmer’s markets. The vendors are
presumed to be selling products that were grown some distance away. For example, vendors at
the City Market in Lansing, Michigan frequently offer bananas, oranges, grapefruit, and other
citrus products for sale. The trees that produce these products cannot survive the harsh
Michigan winters without special protection. Therefore, the products are grown in warmer
climates, hundreds or even thousands of miles away. They are then packaged for transport and
sale to the vendor at the farmer’s market. The vendor removes the products from the shipping
packs and stacks them on the display racks. In addition, after the customer selects and
purchases products, they are repackaged in a bag or box so that they can be conveniently
transported to the purchaser’s residence.
I. What is a Package?
The following is one definition of a package.
A package is the enclosure for products, items, or other packages, such as wrap, pouch bag,
cup, tray, can, tube, bottle, or other container form, to perform one or more of the following
four basic functions:
• Containment
• Protection
• Communication
• Utility
Function 1: Containment
Many products must be contained in a package of some The bottle and can provide
type to be handled. Liquids are an obvious example. Consider containment for liquid products.
Packages usually provide more
how you would go about getting a gallon of milk or two liters than simple containment. For
of soft drinks or a pint of water or a quart of paint from a example, the barrier in these
store to your house if it was not packaged in a cab, jug, pail, packages of household chemicals
plastic bottle, plastic bag, or some other container. You would prevents contamination of the
have no choice but to put the liquid product into a can, jug, product and also prevents
pail, plastic bottle, plastic bag, or some other container (you accidental contact with the
contents. The spout on the bottle
would put it in a package). You can’t carry a useable quantity
and the aerosol nozzle on the can
of such liquids in your bare hands. Similarly, pouring a liquid provide convenient mechanisms for
dispensing the product.
product into a pocket in your clothing wouldn’t work. In general, liquids must
be contained to be handled.
Function 2: Protection
Products are exposed to many hazards during packaging, storage, handling, and
transport. The specific hazard depends on the sensitivity cf the product and the
environmental conditions. This section highlights some of the common hazards
against which a package can protect a product and discusses pirticular
protective approaches used for some specific products.
Moisturize hazard
Many products must be protected against undesirable gain of moisture. Other Large, heavy
machinery, such as
products must be protected against undesirable loss of moisture, For example
this blow molder
if the wrapper on a loaf of bread allows moisture to escape, the bread will dry (motor), which
out and get hard. The slices often curl up and will be very unappetizing. manufactures plastic
bottles can be
Other products, including crispy snacks such as potato chips and pretzels, contained by
lose crispness, texture, and flavor if they gain too much moisture. Proper attaching to a pallet
and handling it with
packagingprevents the unwanted movement of moisture into or out of the
machinery.
product, thereby preserving the product’s quality.
In both cases, the package must be constructed of a material that has a high resistanceto
the passage of moisture. We call this resistance a barrier. In a bread package, the barrier
prevents moisture from leaking out of the package. Conversely, a package for a crisp snack
keeps moisture from leaking into the package. These important packaging considerations
cannot be achieved if the package material lacks adequate barrier.
However, simply using material with a good barrier is not adequate by itself. The package
must have tight seals to prevent the passage of moisture. An effective reclosing system is also
helpful.
The preceding short discussion only looked at the need to control moisture movement in a
few examples of food products. However, moisture is also an important factor when packaging
many other products. For example, steel corrodes (rusts) in the presence of moisture, and
certain pharmaceutical products may lose efficacy (effectiveness) if the moisture level in the
package is too high. Packaging can be used to prevent these and many other problems.
Oxygen hazard
Many products can be damaged by the incorrect level of oxygen. For some products, a high
level of oxygen is a hazard. For others, a low level of oxygen is a hazard. Too much oxygen can
lead to oxidation (darkening) of various pigments in some foods. The darkening does not
necessarily make the food inedible, but consumers often think that the color change indicates
food spoilage. Rancidity of fats and oils in food is another effect of excess oxygen. This type of
oxidation produces peroxides, aldehydes, and other undesirable odors, tastes, and chemical
effects. Some pharmaceutical products and vitamins, such as beta-carotene, are oxygen
sensitive and must be protected from exposure to excess oxygen. Fine metal parts are nonfood
items that can be damaged by corrosion in the presence of too much oxygen. They can often be
Protected from corrosion by using packaging.
Reduced packaging of an appliance. The individual appliances were more expensive after the
redesign. but the packaging cost reduction was greater, providing a saving on the combined
cost product and package.
Breakage
Products are subjected to shocks and vibration at all stages of the manufacturing–
warehousing–distribution cycle. For example, a product in a truck vibrates as the truck travels
down a road. In addition, there are shocks when the truck crosses railroad tracks, hits potholes,
or runs over objects in the road. Unrestrained boxes in a trurk can fall and tumble around as the
truck travels normally. These shocks and vibrations can damage or even destroy products.
Common solutions involve: (l) cushioning to protect against shocks, (2) restraints to control the
movement of the packaged products in the truck, (3) unitized loads to change the response to
vibration, and (4) redesigning the product to be less sensitive. There will be more on this topic
in later chapters.
Temperature
Crushing hazard
Many products are stacked during storage or transportation. The item or the package for
the item on the bottom layer must support the weight of all the items above it in the stack.
There are various approaches that can be used. The package can be made strong enough to
support the stack. Alternatively, the product can be modified to provide all or part of the
needed strength and internal support can he used to strengthen the bottom layer.
Consumers want products to be free from dirt and evidence of infestation at the time of
purchase. Infestation is contamination by bacteria and other microbes, insects, rodents, and
other pests. Packages must be tight and constructed of material that will keep such pests from
gaining access to the product. One form of protection is to simply keep the product clean. So
furniture is often packed in large plastic bags for dust protection, and food packages are closed
up in shipping containers or sealed in plastic to keep them clean.
Tampering
The final form of protection that will be mentioned in this section is protection against
unauthorized opening of packages to tamper with a product. There are several tamper,
resistant approaches, such as shrink neck bands, inner seals, and so on. which make tampering
difficult or provide evidence that tampering has occurred.
It can be seen that packages must protect products against many hazard. All of these topics
will he discussed further in later chapters.
Function 3: Communication
All packages convey information. A basic function of the information on the
labels of most retail packages is to motivate the consumer to purchase the
product. The package is often called the “silent salesperson." In most stores,
the consumer can make a choice among several options of a particular
product type. For example, most grocery stores carry three to six brands of
corn flakes and frequently offer a choice of several package sizes of each.
The customer often makes an initial selection based on information
presented on the package. Later, the costumer is motivated to The printed
instructions on this
continue purchasing the same brand or acts on the information provided in package of cosmetic
advertisements or on packages to select a different product. product are common
method of
communicating
To study package communication, simply visit any retail store and look information about
around. There are several types of information on most packages. Some of the product.
it, such as the weight or quantity of product, nutritional characteristics, and
ingredients in a food product, is required by law. Other information,
such as a bar code or preparation instructions, is added for the
convenience of the user, the producer, or the retailer.
Companies want the logo to be reproduced perfectly with the right This package
print styles, colors, line weights, and so on. Decoration may be communicates a variety
drawing or photographs. The package label must give a clear picture of of information, including
the contents. For example, the photo cannot show a picture of a preparation instruction,
cherry pie if the product is pasta sauce. phone number, and logo.
Other information that is typically on the label includes the manufacturer’s name and
information about the plant where the product was produced or packaged, and a toll-free (300)
telephone number or a Web address for additional information or complaints.
Function 4: Utility
Many packages add value to the product. They do this in various ways.
Basically, any package that makes a product easier to use, more
convenient, or safer has a higher utility. Examples are packages that are
easy to open and reclose. Customers have two major complaints about
packages:
Instructions for use are a popular method of improving the utility of many products.
Consider a microwavable pizza. The preparation instructions generally tell clearly how to
prepare the product to make a satisfying snack or meal. The consequences of failing to read and
follow the instructions can include: (1) an underdone (cold) product, (2) an overdone (burned)
product, or (3) a pizza with melted plastic wrap in the sauce.
Safety considerations can also improve the utility of a package. The attention to safety can
be as simple as a warning statement on a cup of a hot beverage. It can also be more
comprehensive, such as ensuring that bags of pet food or other heavy products are made of
paper that has a high enough coefficient of friction to prevent the bag from slipping of the top
of a pallet stack and possibly injuring someone standing below.
II. What is packaging?
Four primary components of work can be considered to be packaging.
They are listed below, along with some explanations.
• Packaging is one step in the process of moving finished products out to the
market. Packaging in shipping containers, cushioning, distribution testing,
palletizing, transportation, and warehousing are some of the other activities
that are involved. A major goal of this part of the industry is to ensure that
products arrive at the right place, at the right time, in good condition, and at the
lowest possible cost.
It is easy to see that the packaging industry involves many different activities in various
types of companies and by people with wide diversity of education and experiential
backgrounds.
In addition, there are many “nonprofessional” packaging workers. These are the people
who operate packaging machines, install and maintain equipment, collect quality assurance
and quality control, data, drive lift trucks and over-the-road trucks, and perform the many
other technical activities required to keep a packaging system operating smoothly.
Retail packages
Retail packages are the packages that sit on the shelves in grocery stores,
hardware stores, and other retail establishments. Other retail packages
are used for catalog sales, e-commerce sales, and similar functions. Retail
packages are characterized by elaborate decoration. Retail packages are
usually relatively small and are manufactured in large numbers. Retail
packages are often used in point-of-purchase marketing programs; the
special store displays that introduce new products or encourage sales in The retail book
conjunction with holidays or other events. packages are
packaged for
There are many issues connected with retail packaging, such as distribution.
targeted marketing programs, concerns about the environment,
competition, and so on.
Industrial packages
Military packages
Like the nonmilitary component of the economy, the military has concerns and regulations
about protection of the environment. In fact, several US, laws and regulations are aimed
specifically at the effect of military activities on the environment.an. For example, shell
casings must be collected and taken away from the battlefield. Also, the navy cannot throw
garbage overboard. This is to prevent polluting or littering the ocean with used packaging and
other materials, particularly plastic. Each ship must store trash until it can be brought to a
depot ship or to port. This can be serious problem on a submarine.
Military packaging involves more than weapons. There are also food packages,
pharmaceutical items, and mundane supplies, such as paint, furniture cushions, and clothing.
However, all military packaging is characterized by being high quality, carefully selected for
top performance of containment. protection, communication, and utility. As a result, when
compared in equivalent civilian products, military packaging is frequently quite expensive.
V. Levels of Packaging
Earlier, packages were classified into three groups according to the type of product that is
contained in the package: retail, industrial, and military. In this section, we’ll discuss another
three group classification system for packages that are classified according to function. The
three groups are primary, secondary. and tertiary. Each is described and discussed in the
following paragraphs.
Primary packages
Secondary packages are packages that hold other packages. In some cases,
a secondary package performs the communication function and may
influence the utility of the product package combination Examples of
secondary packages include paperboard cartons for tubes or bottles of
makeup, paperboard sleeves around plastic packages of meat,
paperboard wrapper. to hold six or more cans or bottles of beverages This paperboard
and other products, plastic rings to hold six or eight bottles of beverages, box is an example
plastic or metal crates that hold four gallon jugs of milk, six-packs of of secondary
aseptic fruit juice drink boxes, and variety packs of cereal. package for this
pharmaceutical
Tertiary packaging product.
Later, cave and tent dwellers lived in any location for longer periods of time. To obtain
food and the other necessities of life, the people ranged out from home base to hunt fish,
gather grains, and other materials for food, medicines, and other requirements. These
materials had to be stored until needed during the winter or other times of need until new
supplies could be located or until new “crops” of wild plants could grow to maturity.
These ancient peoples followed Similar procedures to do their packaging. They worked
with the available materials, using the available technology. The available materials were
naturally occurring materials, such as large leaves, wood, bamboo segments, animal skins,
horns. bladders, intestines, and bones. They also used grass to make baskets, some with lids.
Later, new materials and technology were developed. Pottery was developed around 6000
BC. Pottery was used to manufacture jars, amphorae, cups. Dishes, and other containers.
Glass containers were made at early as 3000 BC in Egypt. Later, paper was invented in China.
More materials and technology were discovered or invented and applied in the nineteenth
century as the pace of development accelerated. Metal cans, collapsible tubes, packaging
machines, corrugated paperboard boxes, and crown closures were all used for the first time in
the nineteenth century.
Developments came even faster in the twentieth century. Most of the machines used for
packaging were developed in the last 100 years. Automation. such as PLCs (Programmable
Logic Controllers) and computer controls was developed and applied in the last 30 years.
There have been many package developments in the same time frame.
The first package considered to be a modem (1896) retail pack was produced for Uneeda
biscuits. This package signaled the beginning of the end of the cracker barrel era in food
stores. Graphic arts came into common use, and retail packages in self-service retail stores
replaced many of the sales functions that formerly involved clerks. New materials were
developed. The best example is plastics. The advantages of plastics will be discussed later, but
plastic has been able to displace metal, paper, and glass for many products. Finally, there has
been rapid growth of flexible package forms, replacing rigid packages for many products.
Today, virtually all commercial packages are made of one of the following five materials: glass,
metal, paper, plastic, and wood, or a combination of two or more materials. Combinations are
very common. For example, a glass bottle may have a metal or plastic closure and a paper or
paper/plastic lamination label. Within each of these general types of materials, there can be
several (even many) variations. A metal can, for example, maybe made of steel or aluminum.
Packaging Industry Sectors
As discussed briefly in a previous section, there are two major sectors of the packaging
industry: (1) converting and (2) filling and closing. Some examples are listed here.
The pattern of use or consumption of packaging depends on many factors, including economic
status, location, lifestyle, age, and marital status. In the United States, each person on average
consumes about 500 pounds of packaging per year. This is equivalent to about 1.5 pounds per
person per day. After being used, this material is recycled, disposed of in a landfill,
incinerated, reused, or it degrades into other more basic materials. As you will see in later
chapter. packaging creates a significant amount of waste, but other waste streams are
much larger.
Today, the packaging industry is made up of all or part of some 200 other industry groups.
There are about 300,000 companies involved in the packaging industry as suppliers, users, or
waste managers. The Industry has an economic value of $100 to $140 billion per year in the
United States and about $450 billion worldwide. More than 1,000,000 people are employed in
packaging in the United States, making packaging one of the largest employer industries.
Packaging uses about 45 percent of all glass manufactured in the United States. About 50
percent of all the paper and paperboard, and about 30 percent of all plastic. Packaging is
generally considered to be the third largest industry in the United States.
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