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IRISPOWERSCAN 9.0
User Manual
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Iris IRISPOWERSCAN 9.0 User Manual

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Version9.0
User Guide
Table of Contents
Copyrights...................................................................................................................................................1
Aboutthisguide.........................................................................................................................................3
Chapter1AboutIRISPowerscan..............................................................................................5
Softwareversions.........................................................................................................................10
Supportedscanners......................................................................................................................11
Chapter2Installation...........................................................................................................13
Systemrequirements...................................................................................................................13
Installingyourscanner..................................................................................................................16
Howtogetproductsupport?........................................................................................................18
Chapter3Startingup...........................................................................................................23
Configuringyouranti‐virus...........................................................................................................23
Startingup...................................................................................................................................23
UsingaSolutionPackage..............................................................................................................29
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IRISPowerscanTM - User Guide
UsingaTemplateProject..............................................................................................................31
Importing/exportingaproject......................................................................................................35
Userinterface...............................................................................................................................38
Panes........................................................................................................................................................39
Toolbars............................................................................................................................... .....................41
Viewer.......................................................................................................................................................42
Slider.........................................................................................................................................................42
Chapter4SoftwareOptions.................................................................................................45
Shortcuts......................................................................................................................................52
Chapter5Projectsetup........................................................................................................55
Projectsetup................................................................................................................................55
Projectoptions...............................................................................................................................................56
Scanningoptions............................................................................................................................................58
Barcode/OCR..................................................................................................................................................60
BarcodeandOCRsetup............................................................................................................................60
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Table of Contents
Capturingtemplateimages...................................................................................................................... 61
Definingbarcodes.....................................................................................................................................62
DefiningOCRzones...................................................................................................................................65
Settingbarcodeproperties....................................................................................................................... 67
Settingamasksyntax...............................................................................................................................72
SettingOCRzoneproperties.....................................................................................................................74
GeneralbarcodeandOCRproperties....................................................................................................... 77
TestingbarcodesandOCRzones..............................................................................................................78
Patchcode......................................................................................................................................................80
Definingandusingpatchcodes................................................................................................................80
Testingthepatchcodes............................................................................................................................81
Blankpage......................................................................................................................................................82
Definingandusingblankpages................................................................................................................82
Testingblankpages..................................................................................................................................85
Imageprocessing............................................................................................................................... .............85
Definingimageprocessingoperations......................................................................................................85
Indexing.......................................................................................................................................89
Indexing..........................................................................................................................................................89
Definingbatch/documenttypes..................................................................................................................... 90
Definingindexfields.......................................................................................................................................92
Settingbatch/documentnames.....................................................................................................................95
Definingvalueformulas..................................................................................................................................96
DataLink..........................................................................................................................................................98
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IRISPowerscanTM - User Guide
Processingoptions..........................................................................................................................................99
Security......................................................................................................................................102
Chapter6Scanning............................................................................................................103
Scannersetup.............................................................................................................................104
Pagesetup(scanningparameters)...............................................................................................................108
Scannersettings...........................................................................................................................................111
Imageparameters........................................................................................................................................112
Automaticmerge/split..................................................................................................................................114
Scanningoperations.....................................................................................................................................115
Creatingnewbatches/documents................................................................................................................117
Attachingdocuments....................................................................................................................................118
Insertingpages.............................................................................................................................................119
Rescanningpages.........................................................................................................................................120
Chapter7Indexvalidation..................................................................................................121
Indexingtasks.............................................................................................................................122
Indexingoperations............................................................................................................................... .......122
Indexingtools...............................................................................................................................................123
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Table of Contents
Drag&DropOCR............................................................................................................................................124
Dropdownlists.............................................................................................................................................125
Lastfivevalues..............................................................................................................................................126
Chapter8Post‐scanningoperations..................................................................................127
Editingimages..............................................................................................................................................128
Zoomingandscrollingimages......................................................................................................................129
Selectingandfilteringimages.......................................................................................................................130
Rotatingandflippingimages........................................................................................................................132
Erasingimagezones.....................................................................................................................................133
Croppingimages............................................................................................................................... ............133
Adjustingimages..........................................................................................................................................134
(Re)organizingimages..................................................................................................................................135
Reorderingimages........................................................................................................................................137
Splittingandmerging....................................................................................................................................138
Chapter9Outputprocessing..............................................................................................139
Outputprocessing......................................................................................................................139
Index..................................................................................................................................141
vii
Copyrights
Copyrights ©2002-2009 I.R.I.S. All Rights Reserved.
IPS9.0-adel090602-01
I.R.I.S. detains the copyrights of the IRISPowerscan software, of the on-line help system and of this publication.
The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S. The software described in this document is furnished under a license agreement which states the terms for use of this product. The software may be used or copied only in accordance with the terms of that agreement. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into another language without the prior written consent of I.R.I.S. This manual utilizes fictitious names for purposes of demonstration; references to actual persons, companies, or organizations is strictly coincidental.
Trademarks
The I.R.I.S. logo and IRISPowerscan are trademarks of I.R.I.S. OCR ("Optical Character Recognition"), Linguistic technology, ICR ("Intelligent Character Recognition") technology, MICR ("Magnetic Ink Character Recognition") technology, BCR ("Bar Code Reading") technology, and iHQC ("intelligent High Quality Compression) technology by I.R.I.S.
All other products mentioned in this user's guide are trademarks or registered trademarks of their respective owners.
1
About this guide Important note about this guide's contents
The English
version of this manual corresponds to the
IRISPowerscan's complete User Guide. The other language versions of the manual, correspond to a Quick
User Guide. They cover the main start up steps for installing and using the software.
3
CHAPTER 1
BOUT IRISPOWERSCAN
A
WHAT IS IRISPOWERSCAN?
IRISPowerscan is a powerful scanning and OCR software solution that offers to:
- scan all your documents at an extremely high speed,
- sort and index them,
- enhance the document images,
- convert them into fully searchable files,
- generate a variety of output files : PDF files, highly compressed
TM
color iHQC index files in CSV or XML format.
PDF files, JPEG 2000, XML, HTML, etc., as well as
High-Speed Scanning The scanning is fully automatic and handles pre-processing operations such as document deskew, cropping, page orientation, blank page deletion, split & merge, etc. The scanned documents are automatically distributed into a logical document structure of "batches", "documents" and "pages". Various ty pes of separator can be used to separate the documents such as: barcodes, patch codes, OCR zones, blank pages, etc. After the scanning, images can be easily manipulated and edited. The user can rescan the documents, rotate them, rename them, etc., and he can freely reorder them by using common commands such as splitting, merging, Drag&Drop, Cut&Paste, etc.
Sorting & Indexing The software handles the automatic sorting of documents. It uses pre-defined identifiers such as barcodes, type-written data (OCR),
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IRISPowerscanTM – User Guide
the document layout, etc. to identify the document types. The software not only sorts the documents but also indexes them. The indexing values are directly extracted from the documents (barcodes, type-written data (OCR), hand-written data (ICR), etc.), and/or picked up from the system data. The user validates the data on screen. He can easily modify, replace or complete the indexing fields, either manually or using the "On the Fly" OCR feature.
Quality Control and Validation A full range of tools are available for post-scanning operations. All scanned documents directly appear in the application explorer where they are divided up into batches, documents and pages. The corresponding images are displayed in the viewer. The operator can act on the displayed objects: he can reorder them, remove them, split or merge them, and carry out post-processing operations such as: rotation, cropping, adjustment, etc.
OCR and output formats IRISPowerscan is able to recognize 23 types of barcodes (all standard 1D-barcodes), including the PDF 417 high density barcode. It integrates the latest OCR (Optical Character Recognition) engine developed by I.R.I.S. and is able to recognize typewritten data in up to 125 languages. All American and European languages are supported, including Central-European languages. Greek, Turkish, the Cyrillic ("Russian") and the Baltic languages are also supported. Optionally, IRISPowerscan reads 4 Asian languages (Japanese, Simplified Chinese, Traditional Chinese, Korean), as well as Hebrew and Arabic. The recognition of hand-printed data (ICR) covers handprinted numbers and handprinted capital letters in languages using the Latin alphabet, as well as the dot, comma and hyphen symbols. The MICR (Magnetic Ink Character Recognition) technology (optional) offers to read banking fonts such as OCR-A, OCR-B, E13B and CMC7.
High Compression IRISPowerscan is able to produce highly compressed files,
TM
including the unrivalled iHQC
6
(intelligent High Quality
Chapter 1 - About IRISPowerscan
Compression) technology that offers extremely high image compression.
Batch Output Formats IRISPowerscan offers a wide variety of output formats, among
TM
which IRISDocument
which converts the document images into
fully searchable files.
IRISPowerscan’s full list of features
The full list of IRISPowerscan’s features is detailed in the IRISPowerscan datasheet. This datasheet is available on the I.R.I.S. website: http://www.irislink.com/irispowerscan
IRISDocumentTM user guide
Also refer to the IRISDocument for IRISPowerscan user guide to get all instructions on how to use IRISDocumentTM.
HOW TO USE IRISPOWERSCAN?
1. Choose the appropriate pre-configured project
IRISPowerscan is provided with 3 types of pre-configured projects: Quick Projects, Solution Packages and Templates. The first thing to do when starting IRISPowerscan is to have a look at these projects and check whether any of them fits your particular needs. The available projects are listed in the Start up window:
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IRISPowerscanTM – User Guide
Quick Projects Quick projects offer to use some standard features of IRISPowerscan in just a few mouse clicks. You will simply open a project, scan your documents, and export them to whatever format proposed in the list (Word, PDF, Excel). (See: Starting up, Using a Quick Project). Solution Packages If you wish to use IRISPowerscan to further process your documents in a third party application, you will choose a project among the solution packages. These projects have been set to perfectly fit the requirements of the third party application. (See: Starting up, Using a Solution Package). Templates If you wish to perform more specific tasks with IRISPowerscan, you will preferably go for a template project. The template projects offer to use a wide range of advanced features such as sorting, indexing, compression, etc. (See: Starting up, Using a Template). New project If no pre-configured project fits your needs, you can still create and set up a project from scratch. In this case, the Demo project must be used as a starting point. (See: Starting up, Creating a project)
Once you have opened your project in the Start up window, you proceed to the actual user interface from which you can launch any of the required processing. See: Starting up, User interface.
2. Refine or modify the default settings (Project Setup)
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Chapter 1 - About IRISPowerscan
If the pre-configured project you have chosen does not totally match your needs, you can refine or change some of its default settings. The project settings can be accessed from the user interface, in the
Project Setup window. See: Project Setup.
3. Launch the required processing steps
Once you have chosen a project and possibly refined its settings, your project is ready for use. You can then launch any of the required processing operations from the user interface. See: About IRISPowerscan, IRISPowerscan processing steps.
IRISPOWERSCAN PROCESSING STEPS
Here are the main processing steps that can be carried out in IRISPowerscan. Depending on your project configuration, you will launch one, two or more of the described steps. All processing steps can be launched from the user interface.
Scanning
Before you start scanning, you must make sure your scanner has been properly installed, then set your scanner settings (resolution, color, image pre-processing, etc.). You will then put your documents in the scanner feeder then start scanning. Your scanned documents will directly appear in the image viewer as well as in the explorer. See: Scanning: Scanning operations. If some automatic indexing has been set for the project, it will take place during the scanning. This automatic step is totally transparent for the user.
Index validation
(if required)
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IRISPowerscanTM – User Guide
As soon as the documents have been scanned (and auto matically indexed), their index cards are ready for validation in the user interface. You will then be able to check the displayed index values, then correct them by means of the available indexing tools. See: Index validation.
Post-scanning operations
(if required)
Once scanned, all documents appear in the explorer where they are divided up into documents and pages. Their corresponding images are displayed in the viewer. At this stage, you can act on the objects: you can reorder them, remove them, split or merge them, as well as carry out post-processing operations such as: rotation, cropping, adjustment, etc. See: Post-scanning operations.
Processing
Once the images have been scanned and validated, you can convert them into whatever output format (TIFF, JPEG 2000, PDF, PDF iHQC, XML, etc.) and possibly send to the available connectors. This is the "Process" operation. Remember that the settings related to the output processing are defined at Project Setup level. See: Output processing
SOFTWARE VERSIONS
IRISPowerscan is available in several versions. Please visit the I.R.I.S. web site to get more information about those versions (http://www.irislink.com/irispowerscan)
Full version – Full version giving all functionalities of the product
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Chapter 1 - About IRISPowerscan
– Hardware key required to run the application – Licensing dependent on the speed Demo version – Same as IRISPowerscan Full but without hardware key and the ability to scan or import files – Used in emulation mode with the in-built image sets – Allows the user to ‘experience’ IRISPowerscan for free Startup version – Software protected version for OEM bundling – Has many limitations that can be customized Site version – Special for “Site Licensing” (for large clients only) – Software protection through registration
SUPPORTED SCANNERS
IRISPowerscan is able to communicate with all scanners equipped with a Twain driver, with an Isis driver (through an Add-on to IRISPowerscan), as well as with the scanners supported by Kofax Virtual Rescan 4.2 or higher. This means that it supports all popular high-speed scanners from Kodak, Fujitsu, Canon, HP, Epson, Böwe Bell&Howell, Inotec, Avision, and many more.
TWAIN driver If your scanner is equipped with a Twain driver, note that version
1.9 or higher is highly recommended. Version 1.9 actually offers a
dedicated user interface and provides profile management options as well as a series of advanced settings. Please check with your scanner manufacturer whether version 1.9 of your scanner driver is available.
11
CHAPTER 2
NSTALLATION
I
SYSTEM REQUIREMENTS
Here is the minimum system configuration required to use IRISPowerscan:
• An Intel® Pentium® or equivalent. An Intel® Pentium® IV
2GHz or equivalent is recommended.
• 512 MB RAM. 1 GB RAM is recommended.
• 400 MB free disk space for the software, plus the space necessary
for the image files.
• Operating system: Windows® Vista, Windows® XP, Windows®
2000.
INSTALLING IRISPOWERSCAN
IRISPowerscan is delivered on a self-running CD-ROM. To install the software, simply insert the CD-ROM in the CD-ROM
drive, then follow the on-screen instructions.
Caution: You must log on as administrator or make sure you have the required administration rights to install the software.
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IRISPowerscanTM – User Guide
• Click on Install IRISPowerscan Software.
• Choose the language of the software user interface.
• Choose the destination folder for the software. Click Next to
install to the default folder, or click Change to install to a different folder.
• Choose the setup type for the installation: Complete is
recommended.
14
Chapter 2 - Installation
• Click on Install to actually launch the installation. Wait until the
installation is complete, then click on Finish to close the installation program.
The software is dongle protected. Once the installation is complete, you must insert the hardware key provided with the CD-ROM into the parallel or USB port of your PC. The hardware key determines the maximum scanning speed (in number of images per minute) of IRISPowerscan. To increase the scanning speed, please get in contact with your Value Added Reseller or contact I.R.I.S. at var.opt@irislink.com
The submenu "IRISPowerscan" under the "Programs" menu is created automatically by the installation program. The same holds for a shortcut to IRISPowerscan on the Windows desktop. You are thus able to start IRISPowerscan directly from your desktop.
Should this be necessary, install the Adobe Reader software required to access the software documentation.
The electronic version of the user guide is by default copied to your hard disk.
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IRISPowerscanTM – User Guide
INSTALLING YOUR SCANNER
1. Install your scanner driver
Your scanner is provided with scanner drivers that must be installed on your computer. To install your scanner, you must first insert your scanner driver installation CD-ROM into your computer CD-ROM drive and run the installation. Once your scanner is installed, it is recommended to make a few scanning tests with a standard scanning application (e.g.: Microsoft Office Document Imaging).
Note: If your scanner is equipped with a Twain driver, note that version 1.9 or higher is highly recommended. See About IRISPowerscan, Supported scanners.
2. Plug in your hardware key
Do not forget to plug the hardware key provided with your software package. This key determines the maximum scanning speed (in number of images per minute) of IRISPowerscan. Insert the key into the parallel or USB port of your PC.
Further steps
Scanner selection
When running IRISPowerscan, you will be automatically prompted to confirm the scanner selection. If you want to scan documents, do not forget to confirm the selection. This will disable the Emulation Mode* that is set to run by default in the application. See: Scanning, Scanner selection
(*) A series of emulation images are provided with the application for demonstration and testing purposes. The Emulation Mode that enables to run these emulation images is activated by default. If you do not connect a scanner to IRISPowerscan, the Emulation Mode remains activated.
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Chapter 2 - Installation
Scanning parameters
Before you start the actual scanning, you will have to define the scanning parameters. Refer to the section on Scanning operations, Page setup.
Twain user interface
When using a scanner equipped with a Twain driver 1.9 or higher for the first time, do not forget to configure the scanner Twain user
interface. See: Scanning, Page setup.
UNINSTALLING IRISPOWERSCAN
There are only two correct ways of uninstalling IRISPowerscan: using the IRISPowerscan "uninstall" program or using the Windows (un)install wizard. You are strongly recommended not to uninstall IRISPowerscan or any of its components by manually erasing the program files.
To uninstall IRISPowerscan: Use the IRISPowerscan uninstall program:
• From the Windows Start menu, select Programs,
IRISPowerscan, Uninstall to start the "uninstall" program and
follow the on-screen instructions.
Or: Use the Windows (un)install wizard:
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IRISPowerscanTM – User Guide
• From the Windows Start menu, select Control Panel, and access
the list of installed programs.
• Select IRISPowerscan from the list and click the Uninstall button
to remove the software.
• Follow the on-screen instructions.
HOW TO GET PRODUCT SUPPORT?
If you have purchased your product through an I.R.I.S. Value Added Reseller (VAR), said reseller will offer software support*,
as he is in the best position to do so.
(*) The I.R.I.S. Value Added Reseller, at his sole discretion, may charge additional fees for the services provided.
Once you have registered your product, you are also entitled to product support from I.R.I.S. on all basic software functionalities. Contact I.R.I.S. at:
Europe: support.pro@irislink.com Phone: +32-10-45 13 64 USA: support.pro@irisusa.com Phone: +800 447 4744 Asia-Pacific: support.pro@irislink.com
Phone: +852 22646133
I.R.I.S. Software Maintenance and Support Services In addition to (or included into) any Support and Maintenance
contract signed with a Value Added Reseller, you can benefit from the I.R.I.S. Software Maintenance and Support Services program. The program offered varies according to the type of
services needed: Minor/Major** version software maintenance,
18
Chapter 2 - Installation
basic/advanced support, end-user/partner/on-site support, level of support reaction time, etc.
(**) Minor version software maintenance: gives access to all relevant software updates. Major version software maintenance: gives access to all relevant software updates and upgrades.
To obtain the I.R.I.S. Software Maintenance and Support Services Program application form, please contact y our Valued Added Reseller or I.R.I.S. at:
Europe: irispowerscan@irislink.com Phone: +32-10-48 75 72 USA: irispowerscan@irislink.com Phone: +1-800 447 4744 Asia-Pacific: irispowerscan@irislink.com Phone: +852 22646133
Product features
For any questions about the application's optional features, modules, technologies, any updates, or possible custom features, please contact I.R.I.S. at:
Europe: irispowerscan@irislink.com Phone: +32-10-45 13 64 - Ask for Sales Department USA: irispowerscan@irislink.com Phone: +1-800 447 4744 - Ask for Sales Department Asia-Pacific: irispowerscan@irislink.com Phone: +852 22646133 - Ask for Sales Department
HOW TO REGISTER?
You are automatically prompted to register your application when starting the application for the first time. Once you have registered,
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IRISPowerscanTM – User Guide
your are:
- kept informed of future product developments and related I.R.I.S. products;
- entitled to free product support on all basic functionalities;
- entitled to special offers on I.R.I.S. products.
To register:
• Fill in the required fields in the IRISPowerscan Registration
window.
• Secondly, either "Register via Internet" (this can be directly made
on the I.R.I.S. Web site: http://www.irislink.com/register), "Copy the message to clipboard" to send an e-mail to I.R.I.S., or phone I.R.I.S. during working hours, and you will receive your software key*.
(*) Another way of registering your software is to send in or fax the registration card provided with your DVD box.
• Once you have received your software key from I.R.I.S.,
introduce it in the Software key field and click OK.
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Chapter 2 - Installation
Registration of software Add-ons
If you have acquired an Add-on to IRISPowerscan, you will also have to register it.
To register an add-on:
• From the Help menu, select Add-ons.
• In the Add-ons dialog box, fill in the required software key.
21
CHAPTER 3
TARTING UP
S
CONFIGURING YOUR ANTI-VIRUS
The anti-virus installed on your PC scrutinizes all the files that are being written on your hard disk. This may dramatically slow down the writing speed of the images being scanned with IRISPowerscan. Your target production level may thus not be reached.
In order to avoid such problem, you must properly configure your anti-virus and exclude from the process the list of folders into which your images are being placed. This configuration depends on the anti-virus used. Please refer to your anti-virus manual to define the required settings.
In IRISPowerscan, the folder to be excluded is: C:\IRISPowerscan

STARTING UP

To start IRISPowerscan:
• Select IRISPowerscan in the IRISPowerscan menu under the
Windows Start menu or click the application shortcut on your desktop. The application opens on the Start up window.
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IRISPowerscanTM – User Guide
Tip: You may also launch one of the Quick Projects available in IRISPowerscan and directly start the scanning. See: About IRISPowerscan, How to use IRISPowerscan, and Starting up, Using a Quick Project.
• If you start IRISPowerscan for the first time, you are
automatically prompted to register the application. Fill in the required fields in the Registration window (see: Installation, How to register?).
Once you have received your software key from I.R.I.S., introduce it in the required field of the Registration window and click OK. This will unlock your software.
• The scanner selection window pops up on your screen. The
scanner installed on your computer is automatically displayed (if not, click on Advanced, and select the right source). Select the scanner and click OK to connect your scanner. If you wish to use the application in Emulation Mode*, click Cancel.
(*) A series of emulation images are provided with the application for
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Chapter 3 - Starting up
demonstration and testing purposes. The Emulation Mode is activated by default. If you do not connect a scanner to IRISPowerscan, the Emulation Mode remains activated.

START UP WINDOW

The Start up window contains five windows: Actions, Help, System, Projects, and About (at the bottom)
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IRISPowerscanTM – User Guide
The Actions window (on the left)
The Actions window offers to act on the project selected in the Projects window. The available actions are:
- Open a project,
- Create a project, based on an existing project,
- Delete a project,
- Import a project,
- Export a project.
The Help window (on the left)
The Help window gives access to:
- The Tutorial
- The user Manual (in the language chosen for the user interface),
- The Movie that gives a short presentation of IRISPowerscan,
- The Online support addresses and phone numbers.
The System window (on the left)
The System window gives access to:
- The Scanner selection window,
- The Login window,
- The IRISPowerscan's splashscreen. The Projects window (on the right)
The Projects window displays:
- a Demo project,
- five Quick Projects,
- two Solution Packages,
- a series of Template Projects. A double-click on a quick project or solution package opens the referred project, a double-click on a template opens the project creation dialog box.
The About window (at the bottom)
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Chapter 3 - Starting up
The About window displays the detailed settings and objectives of any shortcut/template selected in the Projects window.

USING A QUICK PROJECT

Five Quick Projects are available in the Start up window. These projects can be used as such. You will thus be able to directly scan and convert your files into one of the proposed output formats (Word, PDF, PDF/iHQC, PDF/A, Excel).
The quick projects are pre-configured as follows*:
(*) Check the About window in the Start Up window to get the detailed description of the settings
• Scan to Word: Set to scan documents in color and black&white and generate a
Word file. Resolution : 200 dpi IRISDocument options: OCR: activated
• Scan to PDF: Set to scan documents in color and black&white and generate one
PDF file. Resolution : 200 dpi
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IRISPowerscanTM – User Guide
• Scan to PDF/iHQC: Set to scan documents in color and black&white and
generate one PDF/iHQC file. Resolution : 200 dpi
• Scan to PDF/A: Set to scan documents in color and black&white and generate
one PDF/A file. Resolution : 200 dpi
• Scan to Excel: Set to scan documents in color and black&white and generate one
SpreadsheetML file. Resolution : 200 dpi
How to use a Quick Project?
A quick project is set to be directly ready for use, without having to go through project configuration. To open it, simply double-click on it.
The whole processing can be handled in 3 main steps:
1. Check the default scanning parameters
Before you start scanning, you must carefully check the scanning parameters. This is done in the Page Setup window. See: Scanning, Page Setup.
2. Launch the scanning
You can then launch the scanning: put your documents in the scanner paper feeder and launch the scanning. See: Scanning, Scanning operations.
3. Process your documents
Once the scanning is complete, the application automatically prompts you to process the documents. Click Yes in the displayed dialog box. The output processing takes place.
What to do if the quick project does not exactly fit my needs?
Let's imagine, for example, that you want to produce a Word file in Portuguese, rather than in English, French, German, Spanish (which are the default languages settings for the OCR)*. In this case, the Scan to Word project as such will not work properly.
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Chapter 3 - Starting up
(*) The default settings of each project are described in the About window of the Start up window.
You must thus:
1. Create a new project You must create a new project based on the chosen quick project. See: Starting up, Creating a project. The settings remain the same as for the chosen quick project.
2. Change its project setup In the new project, change the project settings according to your needs. See the chapter on Project setup.

USING A SOLUTION PACKAGE

Two Solution Packages are available in the Start up window. These solutions can be used as such. You will thus be able to scan and convert your files into the needed formats. The resulting files will be available for further use in the third party solution.
The solution packages are pre-configured as follows*:
(*) Check the About window in the Start Up window to get the detailed description of the settings
• Dualstream scanning of invoices, separation and sorting through barcodes.
Images are exported to IRISCapture Pro fro Invoices.
• Dualstream scanning of invoices, separation and sorting through separators.
Images are exported to IRISCapture Pro fro Invoices.
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IRISPowerscanTM – User Guide
How to use a Solution Package?
A solution package project is set to be directly ready for use, without having to go through project configuration. To open it, simply double-click on it.
The whole processing can be handled in 3 main steps:
1. Check the default scanning parameters
Before you start scanning, you must carefully check the scanning parameters. This is done in the Page Setup window. See: Scanning, Page Setup.
2. Launch the scanning
You can then launch the scanning: put your documents in the scanner paper feeder and launch the scanning. See: Scanning, Scanning operations.
3. Process your documents
Once the scanning is complete, the application automatically prompts you to process the documents. Click Yes in the displayed dialog box. The output processing takes place.
What to do if the solution package does not exactly fit my needs?
Let's imagine, for example, that you want to separate your invoices using a blank page, rather than a barcode*. In this case, the solution package as such will not work properly.
(*) The default settings of each project are described in the About window of the Start up window.
You must thus:
1. Create a new project You must create a new project based on the chosen solution package. See: Starting up, Creating a project. The settings remain the same as for the chosen solution package.
2. Change its project setup
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In the new project, change the project settings according to your needs. See the chapter on Project setup.

USING A TEMPLATE PROJECT

A series of Template Projects are available in the Start up window. These projects offer to use the advanced features of IRISPowerscan such as: document sorting, automatic indexing, etc. Some of the projects can be used as such, but many will have to be refined if you want to make them fit your very particular needs.
Emulation images
A series of emulation images are provided with the application for demonstration and testing purposes. The emulation images show good examples of the way indexing and sorting values can be set in the application.
The Emulation Mode is set by default in the application. If you connect a scanner to IRISPowerscan, the Emulation Mode is disabled. You can revert to the Emulation Mode, by selecting Scanner, Setup from the Settings drop-down menu (either the Start up window or from the user interface) and check the box Emulation Mode.
How to choose a Template Project?
You must choose the template project that best fits your needs. To do so, you must first carefully examine your documents, set your objectives, and make up his mind about the following issues:
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The types of documents to be processed...
- Are there several types of documents to be dealt with?
- Do they contain blank pages?
- Should the document types be sorted automatically?
- Should there be any image pre-processing such as image adjustment, image rotation, cropping, page merge or split? The types of images to be generated...
- Do you wish to generate color, bitonal or/and black&white images?
- What should their resolution be?
- What is the output format required: JPEG2000, PDF, PDF iHQC, etc.? The document identification method...
- Do the documents bear a barcode or an OCR zone that can be used to identify them?
- Could they alternatively be identified according to their layout? The document hierarchical structure...
- How should the documents be organized (in batches, documents, pages)?
- What should the maximum size of a batch/document be?
- How should they be named? The document separation method...
- Do the documents bear a barcode, an OCR zone, or a patch code that could be used to separate them?
- Could their layout be used?
- Could blank pages be used as separators?
- Should the separation be made according to page count? The batch/document indexing values...
- What should be the indexing values of each type of batch/document?
- Should they be extracted from barcodes or from OCR zones?
- Should they be automatically validated through mask formulas?
- Should there be special default values?
How to use a Template Project?
You must first open the project that best fits your needs, have a look at the emulation images and examples, then make a few tests with your own documents. You will further be able to create your own project, with your own settings, then start the actual processing steps.
To open a template project: Select the project in the list and click on Open in the
Actions window or in the context menu. To create a new project based on a template project:
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Select the project in the list and click on Create in the Actions window or on New in the context menu.
Here are the main steps to follow when using a template project:
1. Create a project based on the chosen template
You must create your own project, rather than change the template itself. By doing so, the template will still be used as such. Your project will have its own name and configuration. See: Starting up, Creating a project.
2. Refine the project settings in the Project Setup
Once your project is created, you can make tests with your own documents, then refine the project settings in the Project Setup window. See: Project Setup.
3. Check the default scanning parameters
Before you start scanning, you must carefully check the scanning parameters. This is done in the Page Setup window. See: Scanning, Page Setup.
4. Launch the scanning
You can then launch the scanning: put your documents in the scanner paper feeder and launch the scanning. See: Scanning, Scanning operations.
5. Carry out index validation (if required)
If the application has been set to index your documents, the index values are ready for validation just after the scanning is complete. The operator can check and possibly correct the index fields in the Index pane. See: Index validation.
6. Carry out post-processing operations (if required)
Once scanned, the documents are appear in the explorer and their corresponding images are displayed in the viewer. If necessary, the operator can act on the explorer, as well as carry out post­processing operations such as: rotation, cropping, adjustment, etc. See: Post-scanning operations.
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7. Process your documents
Once all the required processing steps have been completed on the images, these are ready for the output processing. Refer to the section on Output processing.

CREATING A PROJECT

Why create a new project?
Most of the projects proposed in the Start up window can be used as such. You can simply open them and directly start with the scanning and processing. However, if you intend to change the default settings of a project, it is highly recommended that you first create your own project - based on the chosen project -, then change the settings. Your project will thus have its own name and its own settings. And the source project will still be available as such in the list of projects. Once created, your own project will appear at the top of the project list (in the Projects section, before the Demo project).
To create a project:
• From the Start up window, select the project to be refined.
• Click on Create in the Actions window or click on New in the
context menu.
• Introduce your project name and location in the creation dialog
box and click OK. The Location is the folder name of the physical location of the project (see: Project Setup, General options).
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• Your project becomes listed at the top of the Projects window.
You can now open it (either double-click or select it and click on Open in the Actions window), check and refine its settings in the Project Setup window (see: Project setup), then start the actual production workflow in IRISPowerscan.

IMPORTING/EXPORTING A PROJECT

! Feature available in IRISPowerscan Full Version only
The Import/Export feature of IRISPowerscan will be used if:
- you want to share the same project configuration with several people, or if
- you want to import a project that was created with a previous version of IRISPowerscan, or if
- you want to import a project that was created on another workstation. It will also enable you to import into IRISPowerscan any project created with Kodak Capture Software 6*.
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(*) This is only possible if Kodak Capture Software is installed on the same workstation as IRISPowerscan.
! Any project must first be exported before it can be imported into the application.
To export a project:
• From the Start up window*, first select the project to be
exported, then click on Export (Export selected project) in the Actions window.
(*) To import a project into an upgraded version of IRISPowerscan, first export the project from the previous version of IRISPowerscan.
• Select the required options in the Project Export window and
choose a destination folder for the export.
- Export scan cache images: select this option if you want the scan cache images to be exported (this is necessary if you still need to work on the images).
- Export emulation images: select this option if you want to import the emulation images of IRISPowerscan.
- Export settings of scanners: select this option to import the scanner settings of your project.
• Click on Export. The project is exported and becomes available
as a *.ips file*.
(*) In case of a project to be shared with other users, transmit the *.ips file to the other users.
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Tip: If the project to be imported into IRISPowerscan was created with Kodak Capture Software 6*, you must also make an export/import using the IRISPowerscan interface. In the Project Export window, select the tab From Kodak Capture Software., then click on Export. (*) This is only possible if Kodak Capture Software is installed on the same workstation as IRISPowerscan.
To import a project:
• From the Start up window*, click on Import in the Actions
window.
(*) If you import a project into an upgraded version of IRISPowerscan, open the new version of IRISPowerscan and click on Import.
• Browse your explorer for the exported *.ips file, then click on
Open. The imported project is directly available in the Projects window.
Tip: Installing a new version of IRISPowerscan
When installing a new version of IRISPowerscan, don't forget to export the
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project(s) to be kept for the new version before you desintall the application:
1. Export your project(s)
2. Deinstall IRISPowerscan
3. Install the new version of IRISPowerscan
4. Import your project(s)

USER INTERFACE

Once a project is open, you get to the actual user interface. The user interface contains various resizable panes (left part), customizable toolbars, an image viewer (right part), and a slider (bottom right part).
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Panes
The number of panes displayed on screen depends on the workspace chosen (see: Starting up, Workspaces). All panes are resizable: use the horizontal and vertical resize pointers to resize them. The panes can be minimized and restored by a simple click on their title bars. The panes' contents can be displayed in a separate window: click on the Plus sign in the title bar to open a separate window.
• The Tasks pane gives access to all main scanning and indexing
tasks such as: Start, Attach, Rescan, Validate, etc.
• The Batches pane displays the hierarchical structure of the
scanned objects (batches, documents, pages). From this pane, you can delete, cut, copy, paste an object, drag & drop objects, split or merge them.
• The Index pane lists the index fields that are being filled out for
the current batch and/or document. Fields that do not match the validation rules set for the indexing are highlighted in red.
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• The Search pane enables you to carry out searches on the
document index values. The searches cover all the batches of documents of the open project. If several results are available, the user can go from one result to the other by pressing the Search button. IRISPowerscan will then position itself on the various documents containing the searched value.
• The Properties pane displays the basic properties of the object
selected in the explorer.
• The Speedometer displays the medium speed with which
IRISPowerscan is scanning the documents.
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Toolbars
All toobars are dockable. A tooltip appears each time the cursor slides over their icons. Toolbars can be either hidden or displayed: select Toolbars from the View menu, then select or deselect the required toolbars.
• The main toolbar (top left part) gives access to all frequent
scanning and indexing commands, as well as to the various workspaces (first icon on the left).
• The Scanner bar gives access to all main scanning parameters.
The other scanning parameters are defined in the Page Setup window (choose Page> Setup from the Settings menu).
• The Browse bar (top right part) offers to navigate through the
document structure (batches/documents/pages). You can get up and down a level, or get to the next, the last, the previous or the first object within a given level. The last arrows on the right offer to get from one invalid field to the other in the Index pane.
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• The Image bar (right part) gives access to all operations to be
carried out on the scanned images (selection, rotation, cropping, adjustments, etc.).
Viewer
The viewer displays the images that have been selected in the Batches pane. Up to 81 images can be displayed at a time. Filtering criteria can be applied: display only front or rear pages, color or bitonal images, etc. A scroll bar (on the right) is available for browsing the images. The image headers bear icons, numbers, flags. Images displayed on a light grey background are front pages. Images displayed on a dark grey background are rear pages.
Slider
The slider offers to easily browse through the images of the object selected in the Batches pane. It contains a navigation bar that corresponds to the Browse bar. A red dotted line indicates the separation between documents. The color of the image borders can be customized (right-click on the viewer, select Change Color and choose your preferred color).
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AVAILABLE WORKSPACES

The application is provided with various default workspaces (four in total), i.e. various versions of the user interface. These workspaces are made available to the different users according to their particular user profile*.
(*) Access to the workspaces is defined by the application's system administrator through the user management features.
All workspaces are customizable. To access the default workspaces:
• Click the Workspaces button on the main toolbar or select
Workspaces from the View drop-down menu.
The list of default workspaces directly depends on the user's profile
To customize a workspace:
The user can to a certain extend* customize the workspace(s) to which he has access.
(*) Full customization of the workspaces can be handled by administrators only. See: Software Options, Workspaces.
• Select the workspace to be modified.
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• Simply open, hide and/or customize the various user interface
components (see: Starting up, User Interface).
Alternatively, from the View drop-down menu, select or deselect the toolbars to be displayed on screen, the status bar, the slider, and choose the number of images to be displayed in the image viewer.
• Save your customized workspace: from the View menu, select
Workspaces (the current workspace is selected in the list of
workspaces), then click on Save.
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OFTWARE OPTIONS
S

SOFTWARE OPTIONS

Features available for system administrators only.
Note: The default automatic login when starting IRISPowerscan for the first time is SysAdmin (case sensitive), which is assigned to the application's system administrator.
System administrators of IRISPowerscan can set the software options. These include the software general options, the user profiles, workspaces, shortcuts, as well as more advanced features.
To set the software options:
• Select Options from the Settings drop-down menu (either from
the Start up window or from the user interface).
• Introduce the required data in the various tabs, then click OK.
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GENERAL OPTIONS

Features available for system administrators only.
System administrators of IRISPowerscan can set the software general options.
To set the software general options:
• Select Options from the Settings drop-down menu (either from
the Start up window or from the user interface).
• Introduce the required data in the General tab.
Path: confirm (or change) the location of the application data files Workstation: confirm (or change) the name of the workstation
(<STATION_NAME>) (Note: In a multi-station environment, each station must be identified by means of a unique station name and station ID.) ID number: confirm (or change) the application ID number (<STATION_ID>) Disk warning level: confirm (or change) the maximum volume (in Mb) that the application may contain (a warning message will appear on screen once the limit is reached) Starting Page: select/deselect the boxes according to the pre­configured projects to be displayed/hidden in the Start up page.
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Theme: select your preferred theme (user interface color) Unit: choose the unit in which the dimensions of the images must
be given in the application

USER PROFILES

Features available for system administrators only.
System administrators of IRISPowerscan can define the users, user groups, and user profiles.
In IRISPowerscan, user profiles are referred to as roles. A role corresponds to a generic class of users to whom a certain number of permissions are granted. Permissions enable to carry out actions on the various categories of objects (batches, documents, pages), to setup or select scanners, to use tools, and access certain projects and/or workspaces. A user will be given one or several roles. Users can also be defined as part of user groups.
To access the user management module:
• Select Options from the Settings drop-down menu (either from
the Start up window or from the user interface). The default roles, users, and groups are detailed in the Roles, Users and
Groups tabs.
Creating and modifying roles
Select the Roles tab, use the Add/Modify buttons, and select/deselect the needed options in the various tabs. General Select/deselect the actions allowed for the different categories of objects. Projects
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Select/deselect the projects to which the users having this role will have access. Workspaces Select/deselect the workspaces to which the users having this role will have access.
Creating and modifying users
Select the Users tab, use the Add/Modify buttons, and introduce the needed data in the user's properties window. General
Name: user's name (e.g.: fdupont). Description: describe the user (e.g.: François Dupont) Password: introduce the user's password Language: select the preferred user interface language for the user. Trace: select an option in order to enable the generation of a log
file containing information on the user's actions (Medium/Full refer to more or less detailed information).
Administrator: check the box to give the user the System Administrator right.
Tip:
Only system administrators have access to the software options. You must thus make sure that at least one user is qualified as system administrator. By default, the user SysAdmin (password SysAdmin) is set as a user administrator. The SysAdmin logon is automatic. No logon screen will thus be displayed at start up.
Automatic login: check the box if you want to enable the automatic login of the user (this option is particularly interesting if you want
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to create a generic user having a given role on a given workstation). If you do so, remember to make sure that this option is deactivated in the system administrator profile. Roles Assign one or several roles to the user. Groups Assign one several groups to the user.
Creating and modifying groups
Select the Groups tab, use the Add/Modify buttons, and introduce the needed data. Select/deselect the needed options in the various tabs.
Name: group's name. Description: describe the group.
Roles Select/deselect the role(s) to be attributed to the group. Users Select/deselect the users who must be part of this group.
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WORKSPACES

Features available for system administrators only.
System administrators of IRISPowerscan can customize any of the workspaces available in the application, or even create new workspaces and assign them to the various users.
To customize a workspace:
• From the Settings menu, select Options, then the Workspaces
tab.
• Select the workspace to be customized and click on Modify, then
change the options in the various tabs:
General tab:
- Display: indicate the number of columns and rows of images to be displayed in the viewer.
- Show title bars: indicate whether the image title bars must be displayed in the viewer.
- Slider: indicate whether the slider must be hidden or not, and where it must be positioned on your screen.
- Show pages: if you deselect this option, the document pages will not be displayed in the Batches pane.
- Show images: if you deselect this option, the document images will not be displayed in the Batches pane.
- Small icons: if you deselect this option, bigger icons will appear in the Batches pane.
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- Form: if you select this option, the index values will be displayed in a form rather than a grid in the Index pane.
Filter tab:
This tab allows you to define a filter to be applied on the viewer. You can ask the application to show, hide, select, or flag certain images (front/rear, bitonal/grayscale/color) matching certain conditions (e.g.: size is less than x, etc. When pressing on the Filter button in the viewer, IRISPowerscan will apply the filter. (Match all: enable the action if matches all the conditions - Match
any: enable the action if matches at least one condition).
Advanced tab:
Deselect, select or define the toolbars and panes to be made visible in the user interface. Use the Move Up and Move Do wn buttons to reorder the panes.
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To create a new workspace:
• From the Settings menu, select Options, then the Workspaces
tab.
• Click on Add to add the new workspace, give it a name, a
description, and select the required options in the 3 tabs (General, Filter, Advanced) (see above), then click OK to save the settings.
• In the Role tab, choose the role to which you want to assign the
new workspace, then click on Modify. In the chosen role's Properties window, open the Workspace tab and select the new
workspace, then click on OK to save your settings. All users having the given role will have access to the new workspace.

SHORTCUTS

Features available for system administrators only.
System administrators of IRISPowerscan can confirm the list of keyboard shortcuts that have been set for the application. He can clear the shortcuts, set new ones, or reset the default ones.
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To clear a shortcut:
• Select the shortcut in the list, then click on Clear.
To set a shortcut:
• Select the shortcut in the list, then press the desired key on your
keyboard.
To reset the shortcuts:
• Click on Reset. The default shortcuts definitions will be
reloaded.
ADVANCED
Features available for system administrators only.
System administrators of IRISPowerscan can set the necessary parameters to use the Shared Drive Add-on to IRISPowerscan. The Shared Drive Add-on offers to set and locate on a shared drive
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a certain configuration of the application (corresponding to the software options). Each time the configuration is being changed by the administrator, that same configuration is updated for all the connected workstations. To configure the Shared Drive Add-on: Get in contact with I.R.I.S. to receive the necessary documentation on the Shared Drive Add-on to IRISPowerscan.
System administrators can also set a batch counter which is not linked to the projects.
To set the Batch counter:
• Set the number of the first batch. Once the maximum number is
reached, the counter is reset to the minimum number (in this case: 1).
Tip: A batch counter can be set at project level. See: Project Setup, Project options.
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ROJECT SETUP
P

PROJECT SETUP

If the configuration of the project chosen in the Start Up window does not totally fit your needs, you can refine or modify its settings in the Project Setup window.
To access the Project Setup window:
• Open the chosen project.
• Select Setup from the File menu, or click the Project Setup
button opens with the chosen project configuration.
from the main toolbar. The Project Setup window
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You must carefully analyze your documents and the work to be performed in IRISPowerscan, then check and refine the parameters in the following Project Setup tabs: General Scanning Indexing Processing Security

GENERAL

Project options
To set the project's general options, select or fill in the required fields in the project setup General tab.
Name: confirm your project name. You may localize the name in the languages in which the application is available. To do so, select another interface language (select Settings, Language), introduce
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the localized name in the Project Setup window, then click OK. Location: folder name of the physical location of the project (in this case: C:\IRISPowerScan\Common\Apps\IRISproject)
Size You can set a limit to the size of your batches/documents (in number of documents/pages). During the scanning, the software will automatically display a warning message each time it gets to the limit. If you go on scanning even though the limit has been reached, your batch/document will be displayed in red in the explorer, and the output processing will not be possible. Documents per Batch: determine the minimum and maximum number of documents within a batch, and ask the application to warn you whenever a batch comes to its end (in number of documents before reaching the size limit). Pages per Document: determine the minimum and maximum number of pages within a document, and ask the application to warn you whenever a document comes to its end (in number of pages before reaching the size limit).
Batch counter: enable this box if you want to use a separate counter for your particular project*. Introduce the number from which the numbering must start. The number will be incremented by 1 (introduce "0" if you want the new batch to start with "1").
(*) By default, IRISPowerscan uses a unique batch counter for all projects. See: Software options, Advanced.
Options Template: select this option if you want this project to become a
new template project; it will be listed in the template projects list in the Start up window. Locked: if you lock the project, only a system administrator will be able to modify the Project Setup. Change icon: you can change the project icon that will appear in the Start up window. To change the icon: click and browse for your own *.ico file.
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Workspaces Determine the order in which the workspaces will appear in the user interface. Select the required and use the Move Up and Move
Down buttons on the right. Event Handlers
Use this option if you want to change the standard behavior of the application: you will then link another program to the application thanks to an API. Refer to the white paper provided by I.R.I.S. on this subject to define your settings (Setup button).

SCANNING

Scanning options

In the Scanning tab, you can set the document separation procedure. If you intend to use barcodes, OCR (ICR) zones, patch codes or blank pages to identify, separate or index your documents, or if you wish to set image processing operations, you must also define the required settings in the various Scanning modules (access through icons on the right).
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Separation (based on batch or document counter)
The batch/document separation procedure is based on the number of objects they contain. Batch Level: set the number of documents after which the software must automatically create a new batch.
Reset document counter (default): if you check this box, the document counter is reset to 1 each time a new batch is being created.
Document Level: set the number of pages after which the software must automatically create a new document.
Tip: The separation process can be set according to:
- OCR/ICR zones
- Patch codes
- Blank pages
To define such separation processes, select the corresponding modules in the right part of the Scanning tab and click on Setup. Refer to: Scanning, Barcode/OCR, Setting barcode properties, Setting OCR zone properties, Defining and using patch codes, Defining and using blank pages.
Tip: The IRISFingerPrint add-on to IRISPowerscan provides an additional separation process based on the general image layout. Get in contact with I.R.I.S. to acquire such add-on.
Options Compression:
Default: select this option to make the application produce image
files according to what was defined at scanner level (either compressed or uncompressed files). Always: select this option to make IRISPowerscan always compress your images to the JPEG (color & grayscale) or TIFF G4(B&W) format, without taking into account what has been defined at
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scanner level. Never: select this option in order never to compress the images and thus produce BMP images.

Barcode/OCR

Barcode and OCR setup The Barcode/OCR Setup module is used to define the
barcodes/OCR zones to be automatically read on the images.
These zones can be used to:
- separate the batches/documents,
- extract indexing values,
- identify the type of batch/document.
The reading takes place during the scanning process. Manual data extraction ("On the Fly OCR") will still be possible after the scanning (see: Indexing validation, Indexing tools).
To access the Barcode and OCR Setup window:
• Open your project. Select Setup from the File menu, or click the
Project Setup button from the main toolbar, then select the Scanning tab and click on the Barcode/OCR Setup button.
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The Barcode and OCR Setup window allows yo u to scan an image and define general properties for all defined barcodes/OCR zones, as well as barcode/OCR zone-specific properties. You must first select your template image in the Image drop-down list before barcode/OCR zones can be defined. To create your own template images. See: Project Setup, Scanning, Barcode/OCR, Capturing template images.
Default template images The template project that you have chosen for creating your own project already contains one (or more) template image. This image is automatically displayed when opening the Barcode and OCR Setup window.
Capturing template images
The template image to be used for barcode/OCR zone definition must be in the Image drop-down list before barcodes or OCR zones can be defined. There are two ways to capture images for barcode/OCR setup: you can either scan an image directly from the Barcode and OCR Setup window, or scan an image from the main window and copy it to the Project Setup.
1. To scan an image from the Barcode and OCR Setup window:
• Click on the blue Scan button (Scan an image) on the left.
The Scan Image window opens.
• Enter a name in the Image name field. The image name should
not contain the following special characters: ", ?, *, ., >, <, /, \
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• Position the document in the feeder and click on the Scan
button. The image appears in the Scan Image window. (The current Page Setup will be used for the scanning (see: Scanning, Page Setup). Any auto-rotation, auto-cropping and deskew settings will be applied to the scanned image before it appears).
• If the image you scanned is acceptable, click OK to save it as a
template image.
2. To scan an image from the main window and copy it to the Project Setup
• Select the template image in the application viewer, right-click
on it, and select Copy to Project Setup. The image is directly available in the Project Setup window,
Image field.
Defining barcodes To define barcodes:
• From the Project Setup Scanning tab, select Barcode/OCR to
access the Barcode and OCR Setup window. If your project already contains template zones, these will directly appear on screen.
What to do with the default template barcodes?
The template project that you have chosen when starting your project (see: Starting up, Creating a project) is provided with template images and default
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template zones. Before defining new barcodes, check whether the template zones can be useful to you: check their type, location and properties. You may wish to simply modify them rather then start creating new zones from scratch. You can for example use a template barcode and relocate it on the image, change any of its properties, etc. (see: Project setup, Scanning, Barcode/OCR, Setting the barcode properties).
!Caution If you decide not to use the default template barcodes, delete them.
• To create a new barcode, select the template image to be used for
barcode definition in the Image drop-down list.
• Click the Barcode button at the top of the window.
• Place your cursor at the top left corner of the barcode area. Click
the left mouse button and drag the cursor until a rectangle is drawn around the area of the barcode. The barcode will be enclosed in a red box.
Tip Leave at least a 1/4-inch of space around a barcode to guarantee that the full barcode will always fall within the zone. Move the zone around the barcode until the highest confidence rate is achieved (see: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones.)
Note Barcode zones are project-specific; not image-specific. Therefore, displaying a new image will continue to display the zones as defined.
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• Define the barcode properties in the Barcode Zone Properties
window. See: Project setup, Scanning, Barcode/OCR, Setting the barcode properties.
• Once the barcode has been properly defined on the template
image, you can test it. See: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones.
Modifying the barcode zone
You can always modify the barcode zone. Simply click on the barcode zone and drag the whole rectangle or any of the red lines as you wish.
Deleting the barcode zone
You can always delete any barcode zone. Select the barcode zone and right-click to access the context menu; Click Delete Selected Barcode or OCR Zone.
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Defining OCR zones To define an OCR zone on a template image:
• From the Project Setup Scanning tab, select Barcode/OCR to
access the Barcode and OCR Setup window. If your project already contains template zones, these will directly appear on screen.
What to do with the default template OCR zones?
The template project that you have chosen when starting your project (see: Starting up, Creating a project) is provided with template images and default template zones. Before defining new OCR zones, check whether the template zones can be useful to you: check their location and properties. You may wish to simply modify them rather then start creating new zones from scratch. You can for example use a template OCR zone and change any of its properties, etc. (see: Project setup, Scanning, Barcode/OCR, Setting the OCR zone properties).
!Caution If you decide not to use the default template OCR zones, delete them.
• To create a new OCR zone, select the template image to be used
for the definition of the OCR zone in the Image field (down arrow to access the drop-down list).
• Click on the OCR button at the top of the window.
• Place your cursor at the top left corner of the OCR zone. Click
the left mouse button and drag the cursor until a rectangle is drawn around the OCR zone. The barcode will be enclosed in a green box.
Tip: For variable length and height, make sure that you draw the zone large
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enough to capture all the data. At the same time, be careful not to draw the zone too large so that stray data (e.g.: lines on a form) can accidentally be captured.
• Define the OCR zone properties in the OCR Zone Properties
window. See: Project setup, Scanning, Barcode/OCR, Setting the OCR zone properties.
• Once the OCR has been properly defined on the template image,
you can test it. See: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones.
Modifying the OCR zone
You can always modify the OCR zone. Simply click on the OCR zone and drag the whole rectangle or any of the green lines as you wish.
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Deleting the OCR zone
You can always delete any OCR zone. Select the OCR zone and right-click to access the context menu. Click Delete Selected
Barcode or OCR Zone.
Setting barcode properties
Once a barcode has been located on a docu ment template, you can define its properties (size, type, name, etc.). You can also tell the software whether it must be used as separator for the batches/documents, if it must be used to create attachments, etc.
To set the barcode properties:
• Once you have drawn your barcode on the template image,
IRISPowerscan attempts to read the barcode in the zone and automatically displays the Barcode Zone Properties window. (Alternatively, select the barcode zone and click on Barcode
zone and OCR properties
from the toolbar).
Select or fill in the required options in the Barcode Zone Properties window. Click OK to confirm, then set the general barcode properties (see: Scanning, Barcode/OCR, General barcode and OCR properties).
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Label: name of the barcode*. This name identifies the barcode and, if the barcode is used as an index field, it will appear in the Index Setup as BC_[Label] (see: Indexing, Defining index fields).
(*) The label will appear in the top left corner of the barcode zone (in red) by clicking on
on the Barcode and OCR Setup window toolbar).
Keep barcodes with mask: give the barcode a mask to make sure that only barcodes with that mask are retained for the defined zone. For example, a mask of A(8) will retain a barcode value of up to, but not exceeding, eight alphabetic characters ("Surgery" will be retained - "Admission" will not be retained). See: Project setup, Scanning, Barcode/OCR, Setting a mask syntax. Minimum length: indicate the minimum number of characters to be contained in the barcode. If the barcode does not contain the minimum number, it will not be returned by the software.
Properties Size: if the barcode has a fixed width and height, enter these values
in the Barcode width and Barcode height fields. Making an entry in one or both of these fields increases the performance of barcode reading. If one of the dimensions is variable, enter "O".
Position: indicate the position of the barcode on the template image.
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Anywhere: if the barcode can appear anywhere on the image (the rectangle around the barcode will become blue). Zone: if the barcode is always positioned at the same place (the position is indicated by drawing the barcode on the template image (see: Project setup, Scanning, Barcode/OCR, Defining barcodes).
Alternatively search on 180° rotated images (only in case the Zone option is selected): tick this option to prevent barcode read
failure in case a page is scanned upside down. If the barcode reading fails on a page, the software will thus look for the zone after rotating the image by 180 degrees. This slows down barcode reading.
Rotate based on barcode: tick this option to rotate all the pages of the document in the same manner as the lead page containing the barcode zone.
Type: select the barcode type(s)* from the list. (*) The barcode to be read may be of different types.
Verify checksum: tick this option to make the software automatically verify the barcode check character(s), if there are any.
Orientation: indicate the barcode's orientation on the template image: horizontal, vertical, etc. If your barcodes are all in the same orientation (i.e. all horizontal or all vertical), it is recommended that you indicate the specific orientation; this will increase the reading performance. If your barcodes are predominantly in the same orientation but there may have an occasional barcode in the opposite direction, it is recommended to use the appropriate "then" orientation, e.g. "Horizontal then Vertical". This will improve the reading performance.
Significant skew: enable this option if there is a possibility that barcodes could be skewed on a page. Significant skew means more that 15 degrees.
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Confidence: enter a confidence level if you want to restrict what the software will consider to be a successful reading. When reading a barcode, the software reader indicates how confident it was in correctly reading the barcode (see: Project setup, Scanning, Barcode/OCR, Testing barcodes and OCR zones). If this confidence percentage (between 0 and 100%) falls below the specified confidence level, then a barcode value is not returned.
Quality: if you notice that the quality of the barcodes to be read is rather poor, slide the quality indicator to the left. This will however slow down the barcode reading.
Allow out-of-specs barcodes: tick this option if you suspect the barcodes to be "out-of-specs", i.e. that they have been generated without respecting the barcodes specifications.
Minimum partial read: enable this option if you want the software to generate a barcode value even if a barcode is incomplete. This may be the case if the end of the barcode is unavailable or of insufficient quality, etc. If enabled, enter the minimum number of characters that will be allowed for a partial read. This option is useful for barcodes that are only used for document or batch separation where the absolute value is less critical.
Verify checksum: tick this option to make the software automatically verify the barcode check character(s) - if there are any.
Separation and Deletion
When a barcode is detected, it can be used to enable the following options:
- Separate batches
- Separate documents
- Create attachments.
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No separation: if you choose this option, you must indicate what level the barcode is located on. Barcodes can be found at batch level or document level. Batch level: the barcode is located at batch level; barcodes that are located on the batch level or that separate batches are available for batch and document indexing
.
Document level: the barcode is located at document level; barcodes that are located on the document level or that separate documents are available for document indexing
. They are not available for
batch indexing. Batch separation: check this option to separate batches with the
defined barcode. (Remember to fill in the Keep barcodes with mask and/or Minimum length fields if you wish to restrict batch separation to a specific barcode value or mask). Delete page: check this option to delete the page containing the barcode that started the new batch.
Document separation: check this option to separate documents with the defined barcode. (Remember to fill in the Keep barcodes with mask and/or Minimum length fields if you wish to restrict document separation to a specific barcode value or mask). Delete page: check this option to delete the page containing the barcode that started the new document. (This is important when inserts are used for the purpose of document separation and do not contain any significant information.
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The barcode, however, is still available for document level indexing). (Remember to select Rotate based on barcode if you want to rotate all the pages in the document in the in the same orientation as the orientation of the barcode of the document. Note: Rotate based on barcode is not available if the barcode separator page is deleted).
Create attachment: check this option to create an attachment with the defined barcode. (Remember to fill in the Keep barcodes with mask and/or Minimum length fields if you wish to restrict the attachment to a specific barcode value or mask). Delete page and attach next: check this option to delete the page (both front and rear) containing the barcode and to use the next page as the attachment. (Remember to select Rotate based on barcode if you want to rotate the attachment (both front and rear) in the same orientation as the orientation of the barcode on the page.
Important The Create attachment option is only valid for one attachment page. If
multiple attachments are required, then an attachment barcode must be applied to each attachment.
The barcode on the attachment page is not available for indexing.
Separation triggered by change of value: check this option if you want the separation to take place only if the barcode value changes.
Setting a mask syntax
The barcode masks are defined according to a mask syntax. They are used to validate the values detected on the documents, such as, for example, the index field values.
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A mask is made of characters that correspond to different values: A = alphabetic character (from A to Z and a to z) X = alphanumeric character 9 = a digit (from 0 to 9) ? = any character E.g.: if the value mask is AA99: the value is valid if it starts with two alphabetic characters followed by two digits.
Some portion of the mask may have to match a literal expression. This expression must then be written between quotes. E.g.: if the value mask is AA"CONTRACT"99, the value is valid if it starts with two alphabetic characters followed by the literal expression "CONTRACT", followed by two digits.
For each character, you can also specify a counter, i.e. the number of characters that must be present in the value. E.g.: ?(3) means up to 3 characters. E.g.: A(3) means up to 3 alphanumeric characters. E.g.: A(3)"CONTRACT"99 the value is valid if it starts with up to three alphabetic characters followed by the literal expression "CONTRACT", followed by two digits.
Number type mask characters 9 = numeric E.g.: 9(3) or 999 => 453 or 123 or 657, etc.
Date type mask characters D = numeric M = alphabetic Y = alphanumeric H = any character m = minute s = second t = time
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E.g.: DDMMYY => 240309 D(2)M(2)Y(4) => 24032009 or 2439 H(2)”h”mm => 15h30 or 9h05, etc.
Setting OCR zone properties
Once an OCR zone has been located on a document template, you can define its properties (size, language, etc.). You can also tell the software whether it must be used as separator for the batches/documents, if it must be used to create attachments, etc.
To set the OCR zone properties:
• Once you have drawn your OCR zone on the template image,
IRISPowerscan attempts to read the information in the zone and automatically displays the OCR Zone Properties window. (Alternatively, select the OCR zone and click on Barcode zone
and OCR properties
from the toolbar).
Select or fill in the required options in the OCR Zone Properties window. Click OK to confirm.
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Label: enter a name for the OCR zone. This name identifies the OCR zone and will appear in the Index Setup as OCR_[Label] in the list of default values (see: Indexing, Defining index fields).
(*) The label will appear in the top left corner of the barcode zone (in green) by clicking on
Note The OCR label does not define or identify an index field. All index fields must be defined in Project Setup, Indexing.
on the Barcode and OCR Setup window toolbar).
Multi-line OCR When the text in an OCR zone is on more than one line, IRISPowerscan will insert a caret character (^) between each line of data. The result is a delimited string of OCR text that can be broken up into separate index fields.
Gap between words A gap between words on the same line that is greater than 5/16 of an inch will be interpreted by IRISPowerscan as multiline OCR data.
Separation and Deletion
When an OCR zone is detected, it can be used to enable the following options:
- Separate batches
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- Separate documents
- Create attachments. No separation: if you choose this option, you must indicate what
level the OCR zone is located on. OCR zones can be found at batch level or document level.
Batch level: OCR zones that are located on the batch level or that separate batches are available for batch and document indexing.
Document level: OCR zones that are located on the document level or that separate documents are available for document indexing. They are not available for batch indexing.
Batch separation: check this option to separate batches with the defined barcode.
Document separation: check this option to separate documents with the defined OCR zone. Delete page: check this option to delete the page containing the OCR zone that started the new document. (This is important when inserts are used for the purpose of document separation and do not contain any significant information. The barcode, however, is still available for document level indexing).
Create attachment: check this option to create an attachment with the defined OCR zone. Delete page and attach next: check this option to delete the page (both front and rear) containing the OCR zone and to use the next page as the attachment.
Important
The Create attachment option is only valid for one attachment page. If multiple attachments are required, then an attachment OCR zone must be applied to each attachment.
The OCR zone on the attachment page is not available for indexing.
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Separation triggered by change of value: check this option if y ou want the separation to take place only if the OCR value changes.
Properties Language: select the language of the OCR zone in the drop-down
list. Character set: define the character set that must be supported by
the OCR engine; any character outside the defined character set will be ignored.
Keep OCR with mask: Handprint: select this option in order to read handprinted data
(ICR text). IRISPowerscan is able to read handprinted numbers and handprinted capital letters in languages using the Latin alphabet, as well as the dot, comma and hyphen symbols.
Format Remove spaces: select this option to remove spaces in the OCR
result. Remove format: select this option to remove formatting characters
(e.g. carriage return) in the OCR result.
General barcode and OCR properties
You can provide properties that will apply to all barcodes and OCR zones that have been defined for the project.
To set general barcode and OCR properties:
• From the Barcode and OCR Setup window (Barcode/OCR
section), select the General Barcode and OCR Properties button
and fill in the required options. Click OK to confirm.
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Extract barcodes/OCR from images between: enter values in the minimum and maximum fields. The values limit the images from which barcodes or OCR text will be read to only those whose size falls in between these values.
Alternatively search for barcodes/OCR on rear side: enable this option if you want to search for the barcode/OCR text on the rear side of the document.
Enable voting on barcodes: check this option if you want to activate the voting on barcode recognition results*.
(*) IRISPowerscan integrates several barcode recognition engines. The voting system calls all the engines for every barcode zone, then chooses the best result.
Tip: Enabling the voting system means that you get better results, but it takes more processing time. The recognition becomes slower.
Number of extra barcodes/OCR to search for: specify a number if you want the software to search the image for the specified number of extra barcodes/OCR zones.
Testing barcodes and OCR zones
You can test the reading of your barcodes and OCR zones. The extracted values will be displayed in the Barcode and OCR values window.
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To test a selected barcode or OCR zone:
• Select the barcode or OCR zone on the template image and click
on Test Selected Barcode or OCR Zone
.
To test all barcodes and OCR zones:
• Click on Test all Barcodes and OCR Zones .
Note: If a barcode/OCR zone cannot be found for a zone, the zone is still included in the value list with only the label and zone coordinates displayed.
Label: label of the barcode/OCR zone. Type: type of barcode found. If the zone is an OCR zone, the Type
will be "OCR". Confidence: confidence level (in percentage) of the barcode/OCR
value found. Orientation: orientation of the barcode (with 0 degrees
representing a horizontal right-side up barcode).
Value: value of the barcode/OCR string. X and Y: are coordinates of the upper left corner of the
barcode/OCR zone. The coordinates are in 1/100 of an inch and represent the distance of the zone from the upper left corner of the image.
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Width and Height: width and height of the barcode/OCR zone in units or 1/100 of an inch.

Patch code

Defining and using patch codes
The Patch Code module is used to define the patch codes to be detected on the images in order to separate the batches/documents. The reading will automatically take place during the scanning process.
To access the Patch Code Setup window:
• From the Project Setup Scanning tab, select the Patch Code
icon on the right.
To define how to use a patch code:
• From the Patch Code Setup window, select the type of patch to
be detected, then the required options in the Action section:
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Batch separation: to make the software create a new batch when detecting the selected patch code.
Document separation: to make the software create a new document when detecting the selected patch code.
Create attachment: to make the software create an attachment when detecting the selected patch code.
Delete page: to make the software delete the page is the selected patch code is detected on the page.
Patch based rotation: tick this option to rotate all the pages of the document in the same manner as the lead page containing the patch code.
Search also on 180° rotated images: tick this option to prevent patch code read failure in case a page is scanned upside down. If the patch code reading fails on a page, the software will thus look for the zone after rotating the image by 180 degrees. This slows down patch code reading.
Search also on rear images: tick this option to make the software also look for the patch code on the rear sides of the images.
Testing the patch codes
The Patch Code Setup window also enables to test your document patch codes. Simply select an image in the right part of the window (drop-down list) and IRISPowerscan will test whether the patch code can be properly detected.
Tip: To make an image available for project setup, access the application viewer and select the image to be used:
- Select the required image in the viewer, right-click on it, and select Copy to Project Setup.
- The image is directly available in the Project Setup window, Image drop­down list.
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To test a patch code on a template image:
• From the Project Setup Scanning tab, select the Patch Code
icon on the right to access the Patch Code Setup window.
• In the left part of the window, select the type of patch to be
detected, and on the right side, select the template image on which the patch code must be read.
Tip: To make an image available for project setup, access the application viewer and select the image to be used:
- Select the required image in the viewer, right-click on it, and select Copy to Project Setup.
- The image is directly available in the Project Setup window, Image drop­down list.
• The type of path code is directly displayed at the bottom o f the
window.
Image is 180° rotated: tick this option to also test a patch code after rotating the image by 180°.

Blank page

Defining and using blank pages
The Blank Page module is used to define the blank pages that will be used to separate the batches/documents. The detection will automatically take place during the scanning process.
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You must first define what should be considered as a blank page, then determine how the detected blank pages should be used in your project.
Caution: A page is considered blank only if both the front and the rear sides are blank.
To access the Blank Page Setup window:
• From the Project Setup Scanning tab, select the Blank Page
icon on the right.
To define what is to be considered as a blank page:
• In the Blank Page Setup window, define what should by
considered as a blank page by the application in the Detection method section, then fill in the required options in the Actions
section.
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Detection method Format: select the type of image for which y ou want to set up the
detection method. (The detection method can be different for black&white and color/grayscale images).
Image size is below: set the image size in number of bytes. Below the defined threshold, the page will be considered as blank.
Image content is less than: set the percentage of content of the page. Below this content, the page will be considered as blank.
Action No separation: if a blank page is detected, it should not be used
as a separator. Batch separation: to make the software create a new batch when
detecting a blank page*.
(*) Both front and rear images are blank
Document separation: to make the software create a new document when detecting a blank page*.
(*) Both front and rear images are blank
Create attachment: to make the software create an attachment when detecting a blank page*.
(*) Both front and rear images are blank
Delete page: to make the software delete the detected blank pages*.
(*) Both front and rear images are blank
Delete image: to make the software delete the detected blank images.
Flag: to display a flag in the application viewer on top of each detected blank image.
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Testing blank pages
The Blank Page Setup window also enables to test your blank pages. Simply select an image and IRISPowerscan will test whether the page is considered as blank according to the parameters that have been set.
To test a blank page:
• In the Blank Page Setup window, select the image you want to
test from the Image drop-down list (right part of the window).
Tip:
To make an image available for project setup, access the application viewer and select the image to be used:
- Select the required image in the viewer, right-click on it, and select Copy to Project Setup.
- The image is directly available in the Project Setup window, Image drop­down list.
• The test results are directly displayed in the Test results section
at the of the window.

Image processing

Defining image processing operations
The Image Processing module is used to define the automatic image processing operations to be carried out on the scanned images (contrast, binarization, deskew, despeckle, black border removal, etc.).
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You can create various image processing models, then later activate the one that fits your needs.
You can display your images and directly test the processing operations.
To access the Image Processing window:
• From the Project Setup Scanning tab, select the Image
Processing icon on the right.
To define the required image processing operations:
• In the Image Processing window, right part, select the image*
on which you want to test your processing operations.
(*) Two versions of the image are displayed: a small one and a large one. The small image corresponds to the selected source image, the large image automatically shows the result of the processing operations activated in the left part of the window.
Tip: To make an image available for project setup, access the application viewer and select the image to be used:
- Select the required image in the viewer, right-click on it, and select Copy to Project Setup.
- The image is directly available in the Project Setup window, Image drop­down list.
• In the left part, define the required options:
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if you wish to, you can create a model: give it a name (in the above example:
"Adjustments1").
Advanced settings
Click on Setup and set the brightness and contrast of your scanned images.
Binarize
IRISPowerscan is able to work in dual-stream with any scanner, i.e. to produce bitonal images from color images.
Select Binarize if you want the software to binarize your images. Always: to make the software always binarize the images according
to the parameters defined in the Setup window (see below ) and keep the bitonal images after the scanning. When needed: to make the software binarize the images according to the parameters defined in the Setup window (see below) only for the reading of barcodes, OCR zones, patch codes, etc. The software will automatically binarize the images before the reading. The bitonal images will not be kept after the scanning. Setup: Click on Setup and set the binarize options. The adjustments will be made on the color images, before the images are converted into bitonal images.
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General Fast Binarize: to activate the default fast binarization.
Threshold: select the automatic threshold or set your own
thresholding. If you want to your own binarization options, deactivate Fast
Binarize and set your own options: Brightness Contrast Smooth Color Image
For each option, use the slider bar, make a few tests and check the resulting images in the right part of the Image Processing window.
Color Dropout: use this option to define colors to be dropped.
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Deskew: to deskew the images Remove black borders: to remove the image black borders Despeckle: to remove the noise (little dots) present on the images.
Determine the dots' size. Remove lines: to remove the lines present on the images.
Determine the lines' size.
Tip: Test the Binarize options on the images selected in the right part of the
Image Processing window before you set the final parameters.
INDEXING

Indexing

The Indexing tab is used to define the indexing fields that will be automatically filled in by IRISPowerscan at batch and document level. The validation of the indexing is handled by the user. It can be done either during the scanning or after the scanning.
If your project contains documents/batches of different types, you will also define them in this tab.
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Defining batch/document types

To define various types of batches/documents, you must give them a name and define their identifiers (barcodes and/or OCR zones).
To define a type of batch/document:
• In the Indexing tab, choose the Batch or Document tab, then
open the Setup Index Types dialog box (click the Setup button of the Type field).
• In the Setup Index Types dialog box, click on Add to add a new
type. In the Index type dialog box, fill in the required information and click on OK to confirm. Label: type in the name of the batch/document type; this name that will appear in the Index pane.
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• In the Setup Index Types dialog box, also define the type's
identifier. The identifier is the same for all types. It is usually a barcode or an OCR zone. Get to the Formula field and click on Setup, then choose the formula that contains the required barcode/OCR zone (the barcode/OCR values are defined in the Barcode/OCR section - see: Barcode/OCR). To match a type, the extracted value will have to correspond exactly to one of the type values. Complex formulas can also be used (see 3rd example below). E.g. :
- 2 types: Contracts, Letters
- identifier is a barcode that contains either "CONTRACT" or "LETTER" E.g.:
- 10 types: 10 names of people
- identifier is an OCR zone that correspond to any of the persons defined as document types E.g.:
- 12 types: Contract 01, Contract 02, (...), Contract 12
- identifier is a barcode containing the word "Contract", plus a space, plus the month In this case, the formula is <bc_type>" "Date[MM] If the scanning date is January, the value extracted from the
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barcode is "Contract". The document corresponds to the first type (i.e.: Contract 01).
To define the formula, refer to: Project setup, Indexing, Defining value formulas.

Defining index fields

For each type of batch or document to be processed in IRISPowerscan, you can define an unlimited number of index fields. The field values are extracted from barcodes or OCR zones present on the documents, or from system values (e.g. name of the user who scanned the document, scanning date, etc.).
To define index fields at batch level, access the Batch tab within the Project Setup Indexing tab. To define index fields at document level, access the Document tab within the Project Setup Indexing tab.
To define an index field:
• Choose the batch/document type for which you want to define an
indexing field in the Type field, then click the Add button below the Fields section.
• Fill in the required options in the General and Advanced tabs,
then click OK to confirm.
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