T o use this pr ogram, you should know ho w to work in the Macintosh envir onment. Please r efer to your
Macintosh documentation if you have questions about how to use menus, dialog boxes, or scroll bars.
All rights reserved. Caere, OmniPage, O mniPa ge Pro, AnyPage, True Page, Lan guage Ana lyst, and 3D
OCR are registered trademarks of Caere Corporation. AnyColor and OCR Proofreader are trademarks
of Caere Corporation.
Other brands and their products are trademarks or registered trademarks of their respective holders
and should be noted as such. Such designations appearing in this manual have been printed with
initial capitalization.
2
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
UsersManual
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 informatio n.
OmniPageProGuide
This provides online information on features and procedures. See
“Getting Online Help” on page 1-13 for more information.
ReleaseNotes
This contains last-minute information about OmniPage Pro. Please read
this before installing the application.
ScannerSetupNotes
This contains the latest information about supported scanners and
scanner setup.
Welcome - 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.
ConventionPurpose
Italicizedtext
Commandkeysymbol(
Note
symbol
Warning
a
)
a
symbol
• Emphasizes menu comm ands,
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
Illustrates keyboard shortcuts
for certain tasks
For example:
a
J means press the Command
key and the letter “j”
Introduces a tip or an item of
note
Introduces cautionary text
Welcome - 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
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 anyth ing — OmniPage Pro
automatically does it for you.
optical character recognition (OCR)
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
computer-editable text. An image is an electronic picture of text such as
a scanned paper document or an electronic fax file. Images do n ot ha ve
editable text characters; they have many tiny dots (
form a picture of text.
During OCR, OmniPage Pro analyzes an image and defines characters
to produce editable text. This is also called
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 f ollowing elements in a
document during OCR.
Graphics
Photos, logos, and drawings are examples of graphics.
Textformatting
Font types, font sizes, and font styles (such as bold or
of text formatting.
Pageformatting
Column structure, paragraph spacing, and placement of graphics are
examples of page formatting.
) is the process of turning an
) that together
pixels
recognizing
text. After OCR,
) are examples
italic
image
into
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, O mniPage Pro Settings, fo r more
information.
Introduction to OmniPage Pro - 6
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
27 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 29 for more
information.
3Perform OCR to convert image 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 37 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 57 for more information.
Introduction to OmniPage Pro - 7
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
The OmniPage Pro Interface
Thumbnailwindow
AutoOCRToolbar
ToolPalette
ZoneInfopalette
ImageViewTextView
DocumentWindow
Introduction to OmniPage Pro - 8
The AutoOCR Toolbar
The AutoOCR Toolbar® contains buttons that can activate each step of
the OCR process. Choose
AutoOCR Toolbar if it is closed.
button allows you to activate automatic processing.
SettingsPanelbutton
ProofreadOCR
• 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 Proofr ead OCR — are
shortcuts for opening the Settings Panel and checking for errors
in a recognized document.
See “Basic Steps of OmniPage Pro OCR” on page 25 for more
information on OCR procedures.
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
M) to display a
a
a
document’s Image View and make it active. Choose
Introduction to OmniPage Pro - 9
Text View
in the
The OmniPage Pro Interface
Window menu (or
J) to display a document’s Text View and make it
a
a
active.
ImageViewTextView
Dragthissplittertotheleftorrighttoresizeaview.
You can select options in the
Document
section of the Settings Panel to
specify how views in the Document window are displayed. See
“Document Display Settings” on page 74 for more information.
Introduction to OmniPage Pro - 10
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.
You can move the palettes anywhere on your desktop a s you work in the
Image View. The palettes are automatically hidden whenever the Text
View is active.
See “Creating Zones on a Page” on pa ge 29 for more information on
zones.
Introduction to OmniPage Pro - 12
The Settings Panel
The Settings Panel is the central location of OmniPage Pro settings. You
can click the Settings Panel button or choose
menu to open it.
The Settings Panel has six different sections of settings. Each section can
be displayed by clicking its icon on the left.
Clickeachicontoviewandselectdifferentsettings.
Getting Online Help
Scrolltoseemoreoptions.
Getting Online Help
Settings Panel
in the Settings
You can use OmniPage Pro’s balloon help and online reference guid e to
learn about features and procedures. These are available in the Guide
menu after you install and launch OmniPage Pro.
If you are using Macintosh OS 8 (or later), the Guide menu has been renamed as the
in the OmniPage Pro application. The
menu, and appears as the right-most menu selection
Help
OmniPage Pro Guide
follows the
conventions of the standard Apple Guide. Please refer to your
Macintosh user’s manual for more information on using Apple Guide.
Introduction to OmniPage Pro - 13
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 interf ace.
Getting Online Help
To turn balloons on, choose
balloons appear as you move the mouse pointer over items in the
interface. Choose
turn off balloon help.
OmniPage Pro Guide
Choose
information for features and instructions for common tasks.
OmniPage Pro Guide
Clickthistoshowagenerallistofsubjects.
Show Balloons
Hide Balloons
in the Guide menu to get online reference
in the Guide menu. Different
in the Guide menu when you want to
Clickthistoshowanalphabeticallistofsubjects.
Clickthistodoasearchonaparticularword
orphrase.
Introduction to OmniPage Pro - 14
Product Support
For the fastest and easiest way to get help, please look for solutions in
this manual or in the
If you need additional help, product support and information are also
available to registered users through the services listed in this table.
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, choose
OmniPage Pro...
in the Apple menu when OmniPage Pro is open.
About
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 Computer ...
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.
Introduction to OmniPage Pro - 15
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
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
System Requirements
To install and run OmniPage Pro, you need the following setup:
• A Power Macintosh or compa tible computer
• System 7.5 or later
• 10MB RAM if virtual memory is turned off (or at least 8MB
RAM if virtual memory is on) to insta ll OmniPage Pro
• 640x480 resolution displa y or better
• At least 25MB availa ble 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 and the driver supplied by its manufacturer, if any, must
be installed on your system according to the manufacturer' s
instructions.
Release Notes
and the
Scanner Setup Notes
Scanner Setup Notes
included in
free
. Your
Installation and Setup - 16
Installing the Software
Before you install OmniPage Pro:
• Make sure your scanner is working on your sy stem by using the
scanning software supplied by the manufacturer.
• Turn off any virus-protection software. This is often a Control
Panel device. Refer to your virus-protection software manual.
• 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.
• Some components of the previous version of OmniPage Pro can
be reused. Previous setting files, the test TIFF image file, and
zone templates will not work with the newer version of
OmniPage Pro. OmniPage Pro 7 style sets and user dictionaries
will work with your new version.
Installing the Software
Installation and Setup - 17
ToreuseyourOmniPageProuserdictionary:
,
Installing the Software
1From the Settings menu, select
Edit User Dictionary...
2From the dialog box that appears, select the user dictionary you
want to preserve to use with the new version of OmniPage Pro
and click on
Open
.
3Save your dictionary to a location external to the OmniPage
folder.
4Once you have successfully installed the new OmniPage Pro,
select
Edit User Dictionary
from the Settings menu.
5Click Import...
Toreuseyourpreviousstylesets:
1Remove the style set files from the Styles folder.
2Add them into the new Styles folder after OmniPage Pro
installation.
ToinstallOmniPagePro:
1Insert the OmniPage Pro CD-ROM in the CD-ROM drive. (Or,
insert disk #1 in the disk drive.)
2Double-click the installer icon and then click
3Read the license agreement and then click
Continue
Accept
.
4The Install dialog appears.
.
ToinstallthefullOmniPageapplicationclickInstall.
Installation and Setup - 18
Thismustbeselectedtoinstalljusttheapplication.
Installing the Software
If you just want to install individual components of OmniPage
Pro, click the Custom button and select the items that you want
to install in the Installer dialog box.
Toselectmorethanoneitem,holddowntheCommand
)asyouclick
key(
a
eachitem.
5Click
to proceed with installation.
Install
A dialog box appears that enables you to choose where the
OmniPage Pro files will be installed. If you have a previous
version of OmniPage (Limited Edition or Pro), install your new
version into a new folder.
6Choose the drive and folder and click
to proceed with
Install
installation.
OmniPage Pro 8 Folder
is the name of the default installation
folder.
7If you are performing a standard installation or if you picked
Scanners
during a custom installation, a dialog box appears,
Installation and Setup - 19
Installing the Software
prompting you to choose the manufacturer settings for the
scanners you will use with OmniPa ge Pro.
Click to select one (or more) manufacturer settings, and then
click OK to proceed with the installation.
8If you are performing a standard installation or if you picked
Languages
during a Custom installation, a dialog appears,
prompting you to select the languages you wish OmniPage Pro
to recognize.
Click to select one (or more) languages and click OK to proceed
with the installation.
OmniPage Pro will always install some Portuguese language files and
one English file in the Main Dictionaries folder. This is normal, and these
files should
be deleted. The OCR engines needs these data files.
not
Installation and Setup - 20
9Enter the serial number, if you are prompted to do so, and click
.
OK
The serial number will be on the back of the OmniPage Pro CD
jewel case in the lower right-hand corner under the Caere logo.
10 Select your country and click OK.
11 Insert the other installation disks as instructed (if you are
installing from disks).
OmniPage Pro continues with insta llation and notifies you
when it is complete. Restart your Macin tosh if you are
prompted to do so after installation. Remember to turn any
virus-protection software back on.
Starting OmniPage Pro
To start OmniPage Pro:
1Open the
you selected).
OmniPage Pro Folder
Starting OmniPage Pro
(or whatever installation folder
The installation of OmniPage Pro leaves the
2Double-click the OmniPage Pro 8.0 application icon.
3Type in the licensee and company name in the dialog box that
appears.
This information will appear in Omn iPage Pro’s About box.
4Click
A registration dialog box appears the first time you run OmniPage Pro.
Use this dialog to register your OmniPage Pro softwa re.
OK.
Registering OmniPage Pro
Registering your copy of OmniPag e Pr o entitles you to technical
support, notification of special offers, and special prices on OmniPage
Pro upgrades.
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.
OmniPage Pro Folder
open.
Installation and Setup - 21
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
onscreen instructions.
Selecting Your Scanner
To use a supported scanner with OmniPage Pro, you select one (or
more) scanner manufacturers during software installation. Before
scanning, you must use the OmniPage Pro appli c ation to select and
verify the scanner that is connected to your Macintosh. See the
Setup Notes
information on scanner support.
Use the OmniPage Pro installer program to install driver extensions for
additional scanners if you change to a different brand of scanner. You
only need to select your scanner manufacturer in the list; you do not
need to reinstall the
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.
An operator will ask you to provide the serial number and key
number that appear at the bottom of the Re gistration dialog
box. The operator will then give you a registration number.
4Enter the registration number in the
Registration Number
text
box in your Registration dialog box and on the line provided
below.
You will need to enter it again if you ever reinstall the software.
Registration number__________________
5Click
OK.
You are now a registered user of OmniPage Pro.
Installation and Setup - 23
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 through the jo bs manually.
Please continue reading this chapter for information on these topics:
• Basic Steps of OmniPage Pro OCR
• Selecting Process Commands
• Bringing Document Ima ges into OmniPage Pro
• Creating Zones on a Page
• Converting Images to Text
• Scheduling OCR
• Direct Input: Pasting Text into Other Applications
• W orking With Documents
• Exporting Documents
Processing Documents - 24
Basic Steps of OmniPage Pro OCR
These are the basic steps of OmniPage Pro OCR:
1Bring a document image into OmniPage Pro.
See page 27 for more information.
2Create zones to identify the parts of the document you want to
recognize as text or retain as graphics.
See page 29 for more information.
3Perform OCR to convert text information into editable text
characters.
See page 37 for more information.
4Export the document to the desired location.
See page 57 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 62.
Basic Steps of OmniPage Pro OCR
You can set commands in two locations:
• Select commands in the pop-up menus beneath the Image, Zone,
OCR, and Export buttons.
Imagebutton
• 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.
Process Settings
Zone
button
in the Process menu and then choose
OCR
button
Exportbutton
Processing Documents - 25
Automatic Processing
Automatic Processing
You can use the
finish or finish processing an open document. The operations that occur
when you click
and Export commands.
AUTO
button
For example, OmniPage Pro can scan a stack of pages in a scanner’s
automatic document feeder (ADF), create zones on a ll pages, re cognize
the pages, and then save them as a file.
To do so (assuming that you have checked
Settings Panel and have a scanner with an ADF), you would set
Image, Multi-column, OCR & Proof,
clicking
the document. Then, each page would be automatically scanned, zoned,
recognized, and saved.
Large documents take longer to save, especially if they contain color.
You can also click
until empty
document. OmniPage Pro processes each unfinished page in the
document according to the current commands. For example, if all pa ges
already have zones but have not been recognized, OmniPage Pro will
immediately begin processing according to the selected OCR command.
AUTO
AUTO
, you would first be prompted to select save options for
in the Settings Panel) to finish processi ng pages in an open
button to process a new document from start to
AUTO
depend on the currently set Image, Zone, OCR,
Scan until empty
AUTO
and
Save As...
(again, assuming that you have checked
as the commands. After
in the
Scan
Scan
Toprocessadocumentautomatically:
1Set the desired Image, Zone, OCR, and Export commands in
the AutoOCR Toolbar.
See “Selecting Process Commands” on page 25.
2Choose
that the settings are appropriate for your document.
See Chapter 4, OmniPage Pro Settings, for more information.
3Click
• If no document is open, each page of a new document is
Settings Panel...
or choose
AUTO
processed in order.
in the Settings menu and make sure
in the Process menu.
Auto
Processing Documents - 26
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
activated automatically. (
mode.) OmniPage Pro stops automatic processing after the OCR
operation if you have
In this case, click the Export button to activate the com ma nd.
and
Auto Paste
are the only Export commands that can be
Auto Paste
Save As
or
is only available in Direct Input
To Clipboard
set as the Export command.
Bringing Document Images into OmniPage Pro
This section describes how to bring images into Omn iPage Pro. It
includes instructions for:
• Scanning Pages
• Loading Image Files
• Opening Docume nts
Scanning Pages
You can scan a paper document to convert it to an electr onic image. Se e
“Starting OmniPage Pro” on page 21 for more information.
ToscanpagesintoOmniPagePro:
1Place your page in your scanner.
You can scan a stack of pages if you have an automatic
document feeder (ADF).
2Set
3Choose
4Click the Image button in the AutoOCR Toolbar or choose
Scan Image
menu.
icon to make sure the appr opriate settings a r e selected for your
page.
If you want to sequentially scan all pages in an ADF, make sure
that
Scan Until Empty
you must click the
in the Process menu.
Image
Pages are scanned in order and the resulting images appear in
the Image View. Scanned pages become your working
as the command in the Image button’s pop-up
Settings Panel
in the Settings menu and click the
(default setting) is selected. Otherwise,
button to scan each subsequent page.
Image
Processing Documents - 27
Scanner
Scan
document if a document is not curr en tly open . If a do cumen t is
currently open, the page images are added as new pages.
Loading Image Files
You can load TIFF and PICT image file s 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.
ToloadimagefilesintoOmniPagePro:
Bringing Document Images 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.
Thisbuttonchangesto
LoadDone
fileisaddedtothe
Files
3Open the folder where your image files are located.
4Select the file you want to load and then click
. Or, double-
Add
click the file.
The file appears in the
Selected Files
• To add all image files from an open folder, click
• To remove an image file from the
file and then click
Remove
.
list.
Selected Files
Add All
list, select the
Repeat steps 3 and 4 to add image files from other folders. An
OmniPage Pro document can contain up to 999 images.
(from)whena
Selected
list.
.
5Click
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
command in the File menu.
after you have selected all the files you want to load.
OmniPage Documents
Processing Documents - 28
using the
Open
Creating Zones on a Page
An OmniPage Document is a file that is saved in OmniPage Pro’s
proprietary format. OmniPage Docume nts can be saved with original
page images, zones, and recognized text. You can continue to r eopen an
OmniPage Document in OmniPage Pro, make edits to it, and save it i n
other supported file formats. If an OmniPage Document is saved with its
original page images (the default setting), 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
in the Image button or Process menu.
ToopenanOmniPageDocumentorimagefile:
Load Image
or
Scan Image
command
1Choose
The Open dialog box appears.
2Open the fo ld er w here your OmniPage D ocu me nt o r imag e file
is located.
3Double-click a file to open it immediately. Or , select the file and
click
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.
Open...
Open
.
Creating Zones on a Page
Page images are displayed in OmniPage Pro’s Ima ge View. This is
where
identify parts of a page that will be recognized as text or ret ain ed as
are created before OCR. Zones are bordered areas that
zones
in the File menu.
Processing Documents - 29
Creating Zones on a Page
graphics. Any part of a page not enclosed by a zone is 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 informa tion,
see “Creating Zone Templates” on page 102.
This section describes how to create and modify zones including:
• Creating Zones Automatically
• Specifying Zone Types
• Drawing Zones Manually
• Modifying Zones
A useful feature of OmniPage Pro is that it allows you to first draw
zones manually (perhaps of a graphic), and then click on the
Zone
button
to have the rest of a page zoned automatically. This sometimes produces
better results for compound documents with graphics and text.
Processing Documents - 30
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