Nuance OMNIPAGE PRO 7 FOR MACINTOSH, OmniPage Pro - 7.0 - Macintosh User Manual

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OmniPage Pro

for Macintosh

CAERE CORPORATION

100 Cooper Court Los Gatos, California 95030-3321

European Offices:

Caere GmbH

Innere Wiener Strasse 5

81667 Munich

Germany

Please Note

In order to use this program, you should know how to work in the Macintosh environment. Please refer to your Macintosh documentation if you have questions about how to use menus, dialog boxes, scroll bars, and so on.

OmniPage Pro for Macintosh

Version 7

Copyright© 1996 Caere Corporation. All rights reserved. CAERE®, OmniPage®, OmniPage Pro®, AnyPage, True Page®, Language Analyst®, and 3D OCR® are trademarks of Caere Corporation.

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Such designations appearing in this manual have been printed in initial caps.

ii

Welcome

Welcome to OmniPage Pro, and thank you for buying our software! The following documentation has been provided to help you learn about OmniPage Pro.

This User’s Manual

This manual provides information on features and procedures. It includes an introduction to OmniPage Pro, installation and setup instructions, task-oriented instructions, ways to customize tools, settings guidelines, and technical information.

OmniPage Pro Guide and OmniPage Pro Tutorial

These provide online information on features and procedures. They use “coach marks” to help you find onscreen items quickly. See “Getting Online Help” on page 14 for more information.

Release Notes

This contains last-minute information about OmniPage Pro. Please read this before installing the application.

Scanner Setup Notes

This contains the latest information about supported scanners and scanner setup.

3

Using This Manual

This manual is written with the assumption that you know how to work in the Macintosh environment. Please refer to your Macintosh user’s manual if you have questions about how to use dialog boxes, menus, scroll bars, and so on.

The following conventions are used in this manual.

Convention

Purpose

 

 

 

 

Italicized text

• Emphasizes menu

 

 

 

commands, dialog box

 

 

 

options, labeled buttons, and

 

 

 

file names

 

 

 

For example:

 

 

 

“Choose Open... in the File

 

 

 

menu.”

 

 

 

• Emphasizes new terms the

 

 

 

first time they are used

 

 

 

• Emphasizes important words

 

 

 

in a sentence

 

 

 

 

Command key symbol (a)

Illustrates keyboard shortcuts

 

 

 

for certain tasks

 

 

 

For example:

 

 

 

aj means press the Command

 

 

 

key and the letter “j”

 

 

 

 

 

 

Note symbol

Introduces a tip or an item of

 

 

 

 

 

note

 

 

 

 

 

 

Warning symbol

Introduces cautionary text

 

 

 

 

 

 

4

Chapter 1

Introduction to

OmniPage Pro

You probably do most of your business correspondence and other written projects on your computer. However, certain sources of information may not be immediately usable on a computer.

For example, if you want to incorporate information from a magazine article into a document in your word processor, you somehow have to get the text from the article into your computer. Painstakingly retyping the article is not an appealing solution.

OmniPage Pro offers a smart solution to increase your work productivity. OmniPage Pro’s optical character recognition (OCR) technology accurately and easily converts scanned paper documents and image files into editable text for use in your favorite computer applications. You do not have to retype anything — OmniPage Pro automatically does it for you.

Please continue reading this chapter for information on these topics:

What Is Optical Character Recognition (OCR)?

The OmniPage Pro Interface

Getting Online Help

Product Support

Introduction to OmniPage Pro - 5

What Is Optical Character Recognition (OCR)?

What Is Optical Character Recognition (OCR)?

Optical character recognition (OCR) is the process of turning an image into computer-editable text. An image is an electronic picture of text such as a scanned paper document or an electronic fax file. Images do not have editable text characters; they have many tiny dots (pixels) that together form a picture of text.

During OCR, OmniPage Pro analyzes an image and defines characters to produce editable text. This is also called recognizing text. After OCR, you can export the recognized text to a variety of word-processing, page layout, and spreadsheet applications.

About OmniPage Pro OCR

In addition to text, OmniPage Pro can retain the following elements in a document during OCR.

Graphics

Photos, logos, and drawings are examples of graphics.

Text formatting

Font types, font sizes, and font styles (such asbold or italic) are examples of text formatting.

Page formatting

Column structure, paragraph spacing, and placement of graphics are examples of page formatting.

OmniPage Pro recognizes printed text characters only. However, it can retain handwritten text, such as a signature, as a graphic element.

The graphics, text formatting, and page formatting elements that OmniPage Pro retains depend on the settings you select for your document before OCR. See Chapter 4, OmniPage Pro Settings, for more information.

6 - Introduction to OmniPage Pro

What Is Optical Character Recognition (OCR)?

Basic Steps of OmniPage Pro OCR

These are the basic steps of OmniPage Pro’s OCR process:

1Bring a document image into OmniPage Pro.

You can scan a paper document or load an image file. The resulting image appears in the Image View.

See “Bringing Document Images into OmniPage Pro” on page 28 for more information.

2Create zones to identify the parts of the document you want to recognize as text or retain as graphics.

Zones are borders that enclose the parts of a document image that will get processed. You can create zones manually, automatically, or with a template. Any areas not enclosed by zones are ignored during OCR.

See “Creating Zones on a Page” on page 31 for more information.

3Perform OCR to convert text information into editable text characters.

During OCR, OmniPage Pro defines text characters in an image. After OCR, you can check for and edit any errors. See “Converting Images to Text” on page 40 for more information.

4Export the document to the desired location.

You can save your document to a specified file format or place it on the Clipboard.

See “Exporting Documents” on page 60 for more information.

Introduction to OmniPage Pro - 7

The OmniPage Pro Interface

The OmniPage Pro Interface

The main parts of OmniPage Pro’s user interface include:

The AutoOCR Toolbar

The Document Window

The Thumbnail Window

Zone Info and Tool Palettes

The Settings Panel

AutoOCR toolbar

Tool Palette

 

 

 

 

Thumbnail

window

 

 

 

 

 

 

 

 

Zone Info

 

 

 

 

 

 

 

 

 

 

 

Image View

Text View

palette

 

 

 

 

 

 

 

 

 

 

 

 

Document Window

8 - Introduction to OmniPage Pro

The OmniPage Pro Interface

The AutoOCR Toolbar

The AutoOCR toolbar contains buttons that can activate each step of the OCR process. Choose Show Toolbar in the Window menu to open the AutoOCR toolbar if it is closed.

The status line reports the current operation or the operation you can do next. Click the small arrow to show or hide the status line.

AUTO

Image

Zone

OCR

Export

button

button

button

button

button

Settings Panel button

Check Recognition button

The AUTO button allows you to activate automatic processing.

The next four buttons — Image, Zone, OCR, and Export — have various commands that can be set for the operations you want to perform. You can set commands in the pop-up menus beneath each button.

The last two buttons — Settings Panel and Check Recognition — are shortcuts for opening the Settings Panel and checking for errors in a recognized document.

See “Basic Steps of OmniPage Pro OCR” on page 26 for more information on OCR procedures.

Introduction to OmniPage Pro - 9

The OmniPage Pro Interface

The Document Window

The Document window allows you to view and work with pages in the current document. Original images are displayed in Image View and recognized text is displayed in Text View.

Choose Image View in the Window menu (or am) to display a document’s Image View and make it active. Choose Text View in the Window menu (or aj) to display a document’s Text View and make it active.

Image View

 

 

 

Text View

 

 

Drag this splitter to the left or right to resize a view.

You can select options in the Document section of the Settings Panel to specify how views in the Document window are displayed. See “Document Window Settings” on page 81 for more information.

10 - Introduction to OmniPage Pro

The OmniPage Pro Interface

The Thumbnail Window

The Thumbnail window displays miniature pictures (thumbnails) of page images in the current document. You can use thumbnails to change pages, rearrange pages, and drag copies of images into other applications.

Choose Show Thumbnails in the Window menu to open the Thumbnail window if it is closed.

The thumbnail of the currently displayed page has a shaded background.

The bars beneath each thumbnail indicate what has been done to the image. Three bars indicate the image has been recognized. Two bars indicate zones have been created. One bar indicates that nothing has been done.

See “Working With Documents” on page 52 for more information on working with thumbnails.

Introduction to OmniPage Pro - 11

The OmniPage Pro Interface

Zone Info and Tool Palettes

The Zone Info and Tool palettes are displayed when the Image View of a document is active.

Choose Show Tool Palette in the Window menu (or press the “t” key) if the Tool palette does not appear when the Image View is active.

Use the Tool palette to draw zones, modify zones, reorder zones, erase parts of the image, zoom in or out, and rotate the image.

Choose Show Zone Info Palette in the Window menu (or press the “z” key) if the Zone Info palette does not appear when the Image View is active.

Use the Zone Info palette to select zone types, zone contents, zone styles, and style sets.

You can move the palettes anywhere on your desktop as you work in the

Image View. The palettes are automatically hidden whenever the Text

View is active.

See “Creating Zones on a Page” on page 31for more information on zones.

12 - Introduction to OmniPage Pro

The OmniPage Pro Interface

The Settings Panel

The Settings Panel is the central location of OmniPage Pro settings. You can click the Settings Panel button or chooseSettings Panel in the Settings menu to open it.

The Settings Panel has eight different sections of settings. Each section can be displayed by clicking its icon on the left.

Click each icon to view and select different settings.

Scroll to see more options.

See Chapter 4, OmniPage Pro Settings, for more information on settings.

Introduction to OmniPage Pro - 13

Getting Online Help

Getting Online Help

In addition to using this manual, you can use OmniPage Pro’s balloon help, online tutorial, and online reference guide to learn about features and procedures. These are available in the Guide menu after you install and launch OmniPage Pro.

The Guide menu is located in the upper-right corner of your screen.

Choose OmniPage Pro Guide to get reference information about features and procedures.

Choose Show Balloons to display balloon help for items in the interface.

Choose OmniPage Pro Tutorial to open an interactive tutorial that has exercises for learning about features and procedures.

The OmniPage Pro Tutorial and OmniPage Pro Guide follow the conventions of the standard Apple Guide. Please refer to your Macintosh user’s manual for more information on using Apple Guide.

Balloon Help

Balloon help consists of “balloons” that pop up on screen to explain the function of icons, menus, commands, dialog box options, and other items in an application interface.

To turn balloons on, choose Show Balloons in the Guide menu. Different balloons appear as you move the mouse pointer over items in the interface. Choose Hide Balloons in the Guide menu when you want to turn off balloon help.

14 - Introduction to OmniPage Pro

Getting Online Help

OmniPage Pro Tutorial

Choose OmniPage Pro Tutorial in the Guide menu to open an online tutorial for learning about OmniPage Pro features and procedures.

Click the tutorial you want to do.

Click the tutorial you want to do and then follow the directions that appear on screen. Red “coach marks” will help show you the steps to be performed.

OmniPage Pro Guide

Choose OmniPage Pro Guide in the Guide menu to get online reference information for features and instructions for common tasks.

Click this to show a general list of subjects.

Click this to show an alphabetical list of subjects.

Click this to do a search on a particular word or phrase.

Introduction to OmniPage Pro - 15

Product Support

Product Support

For the fastest and easiest way to get help, please look for solutions in this manual or in the OmniPage Pro Guide .

Product support and information are also available to registered users through the services listed in this table.

Service

How to Contact

 

 

 

 

World Wide Web home page

http://www.caere.com

 

 

Download Service (BBS)

(408) 395-1631

(patches, updates)

(8 bits, no parity, 1 stop bit)

 

 

Automated Fax Response Service

(408) 354-8471

(common Q&A)

 

 

 

Phone Support in North America

(408) 395-8319

(fee-based troubleshooting)

 

 

 

Ordering dictionaries for other

(408) 395-5733

languages

 

 

 

For international phone numbers, please refer to the Caere Product Support insert in your OmniPage Pro package.

Please have the following information ready for the most efficient service when you call Caere Product Support:

OmniPage Pro version and serial number

The serial number is printed on the label of the first installation disk or the CD case. To get the version number, chooseAbout OmniPage Pro... in the Apple menu when OmniPage Pro is open. Or, select the OmniPage Pro icon in the installation folder and choose Get Info in the File menu in the Finder.

The make and model of your computer system and peripheral devices (scanner, printer, monitor, and so on)

The amount of memory in your system

To get information about your computer system and memory, choose About This Macintosh... in the Apple menu when the Finder is active.

The amount of free disk space

To check the amount of free disk space, open your hard disk folder and check the number in the upper-right corner. You must view the folder by Icon or by Small Icon to see the number.

16 - Introduction to OmniPage Pro

Chapter 2

Installation and Setup

This chapter provides information on installing OmniPage Pro and selecting a scanner to use with it.

Please also read the Release Notes and the Scanner Setup Notes included in your OmniPage Pro package. These provide the most up-to-date information concerning installation and setup issues.

Please continue reading this chapter for information on these topics:

System Requirements

Installing the Software

Selecting Your Scanner

Starting OmniPage Pro

Registering OmniPage Pro

Getting Started

Installation and Setup - 17

System Requirements

System Requirements

To install and run OmniPage Pro, you need the following setup:

Standard Macintosh (68020 or greater) or Power Macintosh

System 7.0 or later (System 7.5 or later required for Drag and Drop feature)

For a 680x0 Macintosh, at least 5MB RAM of free memory

For a Power Macintosh, at least 5MB RAM free memory if virtual memory is on (8MB if virtual memory is off)

640x400 resolution display or better

At least 12MB available hard disk space for OmniPage Pro files and temporary storage while OmniPage Pro is running

A supported scanner if you plan to scan documents

See the supported scanner list in the Scanner Setup Notes . Your scanner and the driver supplied by its manufacturer, if any, must be installed on your system according to the manufacturer's instructions.

Installing the Software

Before you install OmniPage Pro:

Make sure your scanner is working on your system by using the scanning software supplied by the manufacturer.

Remove the Dragging Enabler file from your Extensions folder if you use System 7.0 or 7.1 and have Drag and Drop installed. This file is not compatible with Apple Guide 2.0. OmniPage Pro installs Apple Guide files that contain all the necessary functionality.

Turn off any virus-protection software. This is often a Control Panel device. Refer to your virus-protection software manual for more information.

To make installation go faster and to avoid software conflicts, it is recommended that you turn off system extensions before installing OmniPage Pro. Restart your Macintosh while holding down the Shift key to temporarily turn off all system extensions. After OmniPage Pro installation, you can restart your Macintosh normally.

18 - Installation and Setup

Installing the Software

Some versions of OmniPage Pro are designed only for customers upgrading from previous versions of Caere OCR software. To install these special upgrade versions, you may be prompted to enter the serial number of your previous product.

To install OmniPage Pro:

1Insert the OmniPage Pro CD-ROM in the CD-ROM drive. (Or, insert disk #1 in the disk drive.)

2 Double-click the installer icon and then click Continue .

3 Read the license agreement and then click Accept.

4Select the items that you want to install in the Installer dialog box. Command-click to select more than one item.

This must be selected to install the application.

To select more than one item, hold down the Command key ( a) as you click each item.

To install scanner support, select the name or manufacturer of your scanner. (You might have to scroll through the list to find it.) A driver for the selected scanner will be installed as a Chooser extension. See the Scanner Setup Notes included in your OmniPage Pro package for more information on scanner support.

5Click Install to proceed with installation.

A dialog box appears that gives you the choice of installing for a 680x0 Macintosh, a PowerPC (Power Macintosh), or both types of machine.

Installation and Setup - 19

Installing the Software

6Click the appropriate processor option.

Click 680x0

Click PowerPC

Click Universal if your

if you have

if you have

computer can run as a

a 680x0

a Power

680x0 Macintosh or a

Macintosh.

Macintosh.

Power Macintosh and you

 

 

want to run OmniPage Pro

 

 

in either configuration.

7Select the location where you want to install OmniPage Pro.

OmniPage Pro Folder is the name of the default installation folder.

8Click Install .

Enter the serial number, if you are prompted to do so, and click

OK.

9Select your country and click OK.

10Insert the other installation disks as instructed.

OmniPage Pro continues with installation and notifies you when it is complete. Restart your Macintosh if you are prompted to do so after installation. Remember to turn any virus-protection software back on.

20 - Installation and Setup

Selecting Your Scanner

Selecting Your Scanner

To use a supported scanner with OmniPage Pro, you must select a driver for it during installation. This gets installed as a Chooser extension which must be selected before scanning in OmniPage Pro. See the Scanner Setup Notes included in your OmniPage Pro package for more information on scanner support.

Use the OmniPage Pro installer program to install additional Chooser extensions if you change scanners. You only need to select your scanner in the list; you do not need to reinstall the OmniPage Pro 7.0 application.

To select a scanner for OmniPage Pro:

1 Choose Chooser in the Apple menu.

The Chooser displays icons for installed scanner extensions and other devices.

2Click the icon for your scanner extension.

For a list of supported scanners and their extensions, see the

Scanner Setup Notes .

Some extensions, such as Apple Scan, support multiple scanners. Select your scanner model in the list that appears.

Depending on the make of your scanner, you may have to select other scanner driver parameters such as the SCSI ID number. The message “No configuration found” means that you do not need to select any other scanner options.

3Close the Chooser.

4Start OmniPage Pro and choose Verify Scanner in the Settings menu to make sure the scanner was selected correctly.

You must reselect your scanner in the Chooser if you install or remove a scanner’s ADF support.

Installation and Setup - 21

Starting OmniPage Pro

Starting OmniPage Pro

To start OmniPage Pro:

1Open the OmniPage Pro Folder (or whatever installation folder you selected).

2Double-click the OmniPage Pro 7.0 application icon.

The first time you launch OmniPage Pro after installation, you are prompted to personalize your copy.

3Type in the licensee and company name in the dialog box that appears.

This information will appear in OmniPage Pro’s About box.

4Click OK.

If you are not a registered user, a registration dialog box appears the first time you run OmniPage Pro. This dialog box will not appear if you are already a registered user or if your version of OmniPage Pro does not require registration.

Registering OmniPage Pro

Registering your copy of OmniPage Pro entitles you to technical support, notification of special offers, and the lowest price offered on the next OmniPage Pro upgrade.

You can use OmniPage Pro for up to 25 sessions without registering it.

After that, the Registration dialog box appears when you launch

OmniPage Pro. The program exits if you do not register at that time.

If you have access to the World Wide Web, you can register your copy of OmniPage Pro at Caere's Web site. To do so, go to www.caere.com and click the Support button. Click the text that says Online Product Registration and then follow the onscreen instructions.

22 - Installation and Setup

Registering OmniPage Pro

To register OmniPage Pro by phone:

1Choose Register OmniPage Pro in the Apple menu to open the Registration dialog box.

This dialog box appears automatically the very first time you start OmniPage Pro and each time you start it after the first 20 unregistered sessions.

2Select your country in the pop-up menu if it is not already selected.

3Call the phone number listed to the right of your country.

In the United States and Canada, you can call 24 hours a day. In other countries, please call during normal business hours.

An operator will ask you to provide the serial number and key number that appear at the bottom of the Registration dialog box. The operator will then give you a registration number.

4Enter the registration number in the Registration Number text box.

Please write down your registration number somewhere. You will need to enter it again if you ever reinstall the software.

5Click OK.

You are now a registered user of OmniPage Pro.

Installation and Setup - 23

Getting Started

Getting Started

See Chapter 1, Introduction to OmniPage Pro, to get an overview of OCR, an introduction to the OmniPage Pro interface, and ways to get online help.

You can also do guided tutorial exercises to learn about OmniPage Pro features. Choose OmniPage Pro Tutorial in the Guide menu and click the tutorial you want to do.

Click the tutorial you want to do.

24 - Installation and Setup

Chapter 3

Processing Documents

This chapter describes how to process documents in OmniPage Pro from start to finish. It explains the basic steps of OCR and provides instructions for other tasks you can do with your documents.

There are different ways to accomplish the same tasks in OmniPage Pro. For example, you can use toolbar buttons or menu commands to start certain procedures. You can also have OmniPage Pro do certain OCR jobs automatically, or you can step throughthe jobs manually.

Please continue reading this chapter for information on these topics:

Basic Steps of OmniPage Pro OCR

Selecting Process Commands

Bringing Document Images into OmniPage Pro

Creating Zones on a Page

Converting Images to Text

Scheduling OCR

Direct Input: Pasting Text into Other Applications

Working With Documents

Exporting Documents

Processing Documents - 25

Basic Steps of OmniPage Pro OCR

Basic Steps of OmniPage Pro OCR

These are the basic steps of OmniPage Pro OCR:

1Bring a document image into OmniPage Pro. See page 28 for more information.

2Create zones to identify the parts of the document you want to recognize as text or retain as graphics.

See page 31 for more information.

3Perform OCR to convert text information into editable text characters.

See page 40 for more information.

4Export the document to the desired location. See page 60 for more information.

OmniPage Pro can go through these steps automatically, or you can start each step individually.

Selecting Process Commands

You can set different commands for the Image, Zone, OCR, and Export operations you want OmniPage Pro to perform. For information on specific commands, see “AutoOCR Toolbar Settings” on page 66.

You can set commands in two locations:

Select commands in the pop-up menus beneath the Image, Zone, OCR, and Export buttons.

Image

Zone

OCR

Export

button

button

button

button

Choose Process Settings in the Process menu and then choose commands in the submenu.

Pictures in the AutoOCR toolbar buttons and menu commands in the Process menu change as you set different commands. You can activate a command by clicking the toolbar button or choosing the command in the Process menu.

26 - Processing Documents

Automatic Processing

Automatic Processing

You can use the AUTO button to process a new document from start to finish or finish processing an open document. The operations that occur when you click AUTO depend on the currently set Image, Zone, OCR, and Export commands.

AUTO button

For example, OmniPage Pro can automatically scan a stack of pages in a scanner’s automatic document feeder (ADF), create zones on all pages, recognize the pages, and then save them as a file. To do so, you would set Scan Image , Auto Zones , Perform OCR, and Auto Save as the commands. After clicking AUTO, you would first be prompted to select save options for the document. Then, each page would be automatically scanned, zoned, recognized, and saved.

You can also click AUTO to finish processing pages in an open document. OmniPage Pro processes each unfinished page in the document according to the current commands. For example, if all pages already have zones but have not been recognized, OmniPage Pro will immediately begin OCR processing according to the selected OCR command.

To process a document automatically:

1Set the desired Image, Zone, OCR, and Export commands in the AutoOCR toolbar.

See “Selecting Process Commands” on page 26.

2Choose Settings Panel... in the Settings menu and make sure that settings are appropriate for your document.

See Chapter 4, OmniPage Pro Settings, for more information.

3Click AUTO or choose Auto in the Process menu.

If no document is open, each page of a new document is processed in order. OmniPage Pro pauses for you to create zones if you set Manual Zones as the Zone command. After drawing zones, click AUTO to continue with the selected operations.

Processing Documents - 27

Bringing Document Images into OmniPage Pro

If a document is open, each unfinished page is finished in order. OmniPage Pro creates zones on any unzoned pages automatically or with a currently selected zone template. It then continues with the selected OCR operation.

Auto Save and Auto Paste are the only Export commands that can be activated automatically. (Auto Paste is only available in Direct Input mode.) OmniPage Pro stops automatic processing after the OCR operation if you haveSave As or To Clipboard set as the Export command. In this case, click the Export button to activate the command.

Bringing Document Images into OmniPage Pro

This section describes how to bring images into OmniPage Pro. It includes instructions for:

Scanning Pages

Loading Image Files

Opening Documents

Scanning Pages

You can scan a paper document to convert it to an electronic image. To scan in OmniPage Pro, you must have a supported scanner, install the appropriate scanner Extension for it, and select it in the Chooser. See “Selecting Your Scanner” on page 21 for more information.

To scan pages into OmniPage Pro:

1Place your page in your scanner.

You can scan a stack of pages if you have an automatic document feeder (ADF).

2Set Scan Image as the command in the Image button’s pop-up menu.

3Choose Settings Panel... in the Settings menu and click the Scanner icon to make sure the appropriate settings are selected for your page.

Select Scan Until Empty if you want to scan all pages in an ADF at once. Otherwise, you must click the Image button to scan each subsequent page.

28 - Processing Documents

Bringing Document Images into OmniPage Pro

4Click the Image button in the AutoOCR toolbar or choose Scan Image in the Process menu.

Pages are scanned in order and the resulting images appear in the Image View. Scanned pages become your working document if a document is not currently open. If a document is currently open, the page images are added as new pages.

Loading Image Files

You can load TIFF and PICT image files into OmniPage Pro. An image file is an electronic picture of text, such as a fax or scanned image, that is saved in an image file format. After you load an image file into OmniPage Pro, it appears in the Image View.

To load image files into OmniPage Pro:

1Set Load Image as the command in the Image button’s pop-up menu.

2Click the Image button or choose Load Image... in the Process menu.

The Load Image dialog box appears.

This button changes to Load when a file is added to the

Selected Files list.

3Open the folder where your image files are located.

4Select the file you want to load and then click Add. Or, doubleclick the file.

The file appears in the Selected Files list.

To add all image files from an open folder, click Add All .

To remove an image file from the Selected Files list, select the file and then click Remove .

Repeat steps 3 and 4 to add image files from other folders. You can select up to 256 files.

Processing Documents - 29

Bringing Document Images into OmniPage Pro

5Click Load after you have selected all the files you want to load. Image files are loaded in the order selected and combined into one working document. If a document is currently open, the image files are added as new pages.

Opening Documents

You can open image files and OmniPage Documents using the Open command in the File menu.

An OmniPage Document is a file that is saved in OmniPage Pro’s proprietary format. OmniPage Documents can be saved with original page images, zones, and recognized text. You can continue to reopen an OmniPage Document in OmniPage Pro, make edits to it, and save it in other supported file formats. If an OmniPage Document is saved with its original page images, you can retain graphics, compare recognized text with the original image, and rerecognize pages.

OmniPage Pro can only have one working document open at a time. If you try to open another file while you have a document open, you are prompted to close the current document. However, you can add pages to your current document using the Load Image or Scan Image command in the Image button or Process menu.

To open an OmniPage Document or image file:

1Choose Open... in the File menu. The Open dialog box appears.

2Open the folder where your OmniPage Document or image file is located.

3Double-click a file to open it immediately. Or, select the file and click Open.

30 - Processing Documents

Creating Zones on a Page

An image file opens in the Image View. An OmniPage

Document opens with its original image (if saved) in the Image

View and recognized text (if any) in the Text View.

Creating Zones on a Page

Page images are displayed in OmniPage Pro’s Image View. This is where zones are created before OCR. Zones are bordered areas that identify parts of a page that will be recognized as text or retained as graphics. Any part of a page not enclosed by a zone is ignored during OCR.

There is only one zone on this page image. All other areas will be ignored during OCR.

You can create zone templates to use when you process documents with the same zoning requirements. Zone templates remember the shape, position, order, type, contents, and style of zones. For more information, see “Creating Zone Templates” on page 110.

This section describes how to create and modify zones including:

Creating Zones Automatically

Specifying Zone Types

Drawing Zones Manually

Modifying Zones

Processing Documents - 31

Creating Zones on a Page

Creating Zones Automatically

OmniPage Pro can create zones automatically for you. To do so, it uses the selected zoning method to analyze the page and break it into ordered sections.

To create zones automatically:

1Set Auto Zones as the command in the Zone button’s pop-up menu.

2Choose Settings Panel in the Settings menu and click the Zones icon.

3Make sure the appropriate zoning method is selected for the page.

OmniPage Pro uses this as a guideline for creating zones. For more information, see “Zone Settings” on page 74.

4Click the Zone button in the AutoOCR toolbar or chooseAuto Zones in the Process menu.

OmniPage Pro automatically draws zones on the current page. Each zone has a number indicating the order in which it will be recognized. The color of the zone border indicates the zone type.

To modify zones, see “Modifying Zones” on page 37.

Specifying Zone Types

All zones are identified as a particular type. This determines the way they are treated during OCR. You can specify zone types using tools in the Zone Info palette. If the Zone Info palette does not appear when the Image View is active, chooseShow Zone Info Palette in the Window menu or press the “z” key.

Text (use only for tables

Graphic

and single columns)

 

Automatic

Ignore

Zone type of

 

the currently

 

 

 

 

 

 

 

 

selected zone

 

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Creating Zones on a Page

Automatic zone type:

OmniPage Pro detects if the zone contains text or graphics. Any side-by- side columns detected within a zone are treated as flowing text (starting from the top of the first column, going down the column, and then back up to the next column). Automatic zones have purple borders.

Text zone type:

OmniPage Pro treats all contents as one block of text; it does not detect graphics. Tabs are inserted between any side-by-side columns detected within a zone, so this zone type is recommended only for zones that contain tables or single columns of text. Text zones have blue borders.

Graphic zone type:

OmniPage Pro treats all contents as a graphic area; it does not attempt to convert the zone to text. Graphic zones have green borders and display a graphic icon.

This icon appears in Graphic zones

Ignore zone type:

OmniPage Pro ignores the zone entirely. This is useful if you want OmniPage Pro to draw zones automatically but first want to identify areas to ignore. Ignore zones have red borders and stripes.

You can change the zone type of individual zones any time before OCR. For example, suppose zones are created automatically on a page and the results include aText zone which contains two columns of text. If you do not want tabs inserted between the two columns, you can reidentify the zone type as Automatic. The columns will be recognized as flowing text.

To specify a zone type:

1Click the Draw/Select Zones tool in the Tool palette if it is not already selected.

If the Tool palette is closed when the Image View is active, press the “t” key.

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Creating Zones on a Page

2Select the zone you want to identify by clicking it.

Shift-click to select additional zones.

Double-click the Draw/Select Zones tool or choose Select All in the Edit menu to select all zones on the current page.

3Click the desired zone type in the Zone Info palette. If the Zone Info palette is closed when the Image View is active, press the “z” key.

Automatic Ignore

Text (use only for single Graphic columns and tables)

The zone type will change accordingly.

For Automatic and Text zone types, you can select a zone contents file that specifies the text characters that OmniPage Pro looks for during OCR. For more information, see “Specifying Zone Contents” on page 108.

Drawing Zones Manually

You can draw and modify zones using tools in the Tool palette. If the

Tool palette does not appear when the Image View is active, choose

Show Tool Palette in the Window menu or press the “t” key.

Polygon tool

Draw/Select Zones tool Order Zones tool

Rotate buttons

Modify Zones tool

Zoom tool (Option-click to zoom out) Erase Image tool

You can use the tab key to cycle through zone tools when the Image View is active.

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Creating Zones on a Page

To draw a rectangular zone:

1Click the Draw/Select Zones tool in the Tool palette if it is not already selected.

The mouse pointer in the Image View becomes a drawing tool.

2Click the appropriate zone type in the Zone Info palette.

Automatic Ignore

Text (use only for single Graphic columns and tables)

For example, click the Graphic type if you are going to draw the zone around a graphic such as a photo. See “Specifying Zone Types” on page 32 for more information.

3Enclose an area of the image you want as a zone by holding down the mouse button and dragging the drawing tool to form a rectangular box.

4Release the mouse button when you are done.

After drawing a zone, you can resize it by dragging its handles.

5Repeat steps 2–4 until you have finished drawing zones around each area that you want to process.

You can draw up to 64 separate zones. A number appears within each zone indicating the order in which it will be recognized.

Overlapping Zones

When you draw a zone over an existing zone, the borders of the new zone will wrap around the boundaries of the existing zone. The zones will not be allowed to overlap.

To overlap zones, hold down the Control key when you draw or resize them. Overlapping zones is generally not recommended unless you want to make sure you have included the very edge of text in each zone.

You can also overlap zones to duplicate areas of text during OCR. For example, if text is enclosed by a zone inside another zone, the text is duplicated during OCR. The order of the recognized text in the Text View depends on the order of the zones.

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Creating Zones on a Page

You can use the Polygon tool to draw a zone one side at a time. This is useful for drawing non-rectangular zones.

To draw a zone one side at a time:

1Click the Polygon tool in the Tool palette.

The mouse pointer in the Image View becomes a drawing tool.

2Click the appropriate zone type in the Zone Info palette.

Automatic

 

 

 

 

Ignore

 

 

 

 

 

Text (use only for single

Graphic

columns and tables)

 

 

 

3Position the drawing tool where you want to start drawing the first side of the zone.

4Click the mouse button once.

5Drag the drawing tool to form the first side of your zone.

6Click the mouse button again when you have drawn the desired line length.

A line appears.

7Draw a perpendicular line in either direction to form the next side of the zone.

8Repeat steps 6 and 7 to finish drawing each side of your zone. You will not be allowed to draw a line if it constitutes a restricted shape. The following zone shapes are restricted:

Indented along

 

Indented along

Hole in the middle

the bottom

 

the top

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Creating Zones on a Page

Modifying Zones

Zones can always be modified before OCR takes place. You can move, copy, resize, reorder, extend, connect, divide, and delete zones.

You can also reverse the black and white elements on a page image. See “Inverting an Image” on page 57 for more information.

To move or copy zones:

1Click the Draw/Select Zones tool in the Tool palette if it is not already selected.

2Place the mouse pointer inside a zone.

3Hold down the mouse button and drag the zone where you want to move it.

You can also press the arrow keys to move the zone.

You can copy the zone by holding down the Option key while you drag it.

Only the zone borders are moved or copied. The contents of the page image remain as is.

To resize zones:

1Click the Draw/Select Zones tool in the Tool palette if it is not already selected.

2Select the zone you want to resize by clicking it. Handles appear on the zone border.

3Select a handle, hold the mouse button down, and drag the mouse pointer in the direction that you want to enlarge or reduce the zone.

4Release the mouse button when you are done.

The zone border changes to display the modified zone area.

To reorder zones:

1Click the Order Zones tool in the Tool palette. The numbers in the zones disappear.

2Click within the zone you want to recognize first. The number 1 appears in the zone.

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Creating Zones on a Page

3Click within the next zone you want recognized. The number 2 appears in the zone.

4Continue until all the zones are appropriately ordered.

If you do not number all the zones, they will be automatically numbered for you when you select another tool or start OCR. Unless you are using the True Page style set, the order of zones determines the order in which text will be placed on a recognized page.

To extend an area of a zone:

1 Click the Modify Zones tool in the Tool palette.

2Position the mouse pointer over the area of a zone that you want to extend.

The mouse pointer is above the zone

3Hold down the mouse button and drag the mouse pointer in the direction that you want to extend the zone.

The zone border changes to display the modified zone area.

The left area of this zone has been extended downward

To remove an area of a zone, hold down the Command key (a) while using the Modify Zones tool.

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Creating Zones on a Page

To connect two or more zones:

1Click the Modify Zones tool in the Tool palette.

2Position the mouse pointer in one of the zones you want to connect.

3Hold the mouse button down and drag the mouse pointer onto the zones you want to connect.

4Release the mouse button when you are done.

The zone border changes to display the modified zone area.

To divide a zone:

1Click the Modify Zones tool in the Tool palette.

2Position the mouse pointer at the point where you want to divide the zone.

3Hold down the Command key (a) and the mouse button while dragging the mouse pointer over the area where you want the separation to occur.

4Release the mouse button when you are done.

The zone border changes to display the modified zone area.

To delete zones:

1Click the Draw/Select Zones tool in the Tool palette if it is not already selected.

2Select the zone you want to delete by clicking it. Handles appear on the selected zone.

Shift-click to select additional zones.

Double-click the Draw/Select Zones tool or choose Select All in the Edit menu to select all zones on the current page.

3Press the Delete key or choose Clear in the Edit menu.

The selected zones disappear, but the page image itself remains the same. Any part of a page image not enclosed by a zone is ignored during OCR.

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Converting Images to Text

Converting Images to Text

Performing OCR on an image converts it to editable text. This is also referred to as recognizing text . After OCR, you can check for recognition errors and misspelled words before you export the text to another application.

This section describes the following procedures:

Performing OCR

Checking OCR Results

Verifying Recognized Text

Displaying Color Markers

Getting Accuracy Statistics

Performing OCR

Before performing OCR, make sure the current zones and settings are appropriate for your document. For example, to retain graphic zones during OCR, you must select Retain Graphics in the OCR section of the Settings Panel. See “Settings Guidelines” on page 84 for more information.

OmniPage Pro recognizes printed text characters only, but it can retain handwritten text, such as a signature, as a graphic element. See page 94 for guidelines on retaining graphics.

To perform OCR:

1Set Perform OCR as the command in the OCR button’s pop-up menu.

Set OCR & Check as the OCR command if you want to be prompted to check for errors automatically after OCR.

2Click the OCR button or choose Perform OCR in the Process menu.

The page is recognized according to the current zones and settings. If there are no zones on the page, zones are created automatically or with a currently selected zone template. Recognized text appears in the Text View.

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Converting Images to Text

Checking OCR Results

Recognized text appears in the Text View after OCR so you can check for errors and misspellings in the text before exporting it to another application.

Error checking starts automatically after OCR if you choseOCR & Check as the OCR command.

You can select dictionaries and other error checking options in the Spelling section of the Settings Panel. See “Spelling Settings” on page 80 for more information.

To check and correct errors in recognized text:

1Click the Check Recognition shortcut button in the AutoOCR toolbar or choose Check Recognition... in the Edit menu.

OmniPage Pro will stop at the following:

Words with suspect or questionable characters (marked in green)

Language Analyst corrections (marked in blue)

Unrecognizable characters marked by a red reject character (~ is the default)

Words not found in the main or user dictionary

When OmniPage Pro stops on a word, it highlights the word in the Text View. The Check Recognition dialog box shows the original image of the word in the context of the original page.

Select Check Markers Only to check only for recognition errors.

Click in this window to enlarge the view of the original image. Optionclick to reduce the view.

Click

Options to select errorchecking options.

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Converting Images to Text

2Select one of these options for the word:

Click Ignore (or ai) to allow the word to remain as is.

Click Ignore All to ignore all instances of the word.

Click Change (or ac) to replace the word with the word in the

Change to edit box.

You can either type a word in the Change to edit box or select a word in the Suggestions pop-up menu. Click Suggest to have OmniPage Pro add new suggestions, if any, after you type a word.

Click Change All to replace all instances of the word with the word in the Change to edit box.

Click Add (or aa) to add the word to the current user dictionary.

OmniPage Pro will still stop at future instances of the word in the current document if the word contains a suspect character or a Language Analyst correction.

After you select an option for the word, OmniPage Pro automatically continues to find the next possible error.

3Click Done to save all changes and exit the operation.

If you cannot see the original images of words in the Check Recognition dialog box or Verification window, it is likely that Save Page Image in OmniPage Document is deselected in the Document section of the Settings Panel. In this case, the image is discarded if you ever you change pages.

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+ 98 hidden pages