Scantronic iNSIGHT 20 Plus Operator's Manual

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iNSIGHTtm 20 Plus
Operator’s Guide
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iNSIGHTtm 20 Plus
Operator’s Guide
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Copyright © 2014
Scantron Corporation
All rights reserved.
For Users in the United States
This equipment complies with the requirements in part 15 of FCC Rules for a Class A computing device. Operation of the equipment in a residential area may cause unacceptable interference to radio and television reception requiring the operator to take whatever steps are necessary to correct the interference.
For Users in Canada
The digital apparatus does not exceed the Class A limit for radio noise emission from digital apparatus set in the Radio Interference Regulations of the Canadian Department of Communications.
Le présent appareil numérique n’émit pas de bruits radioélectriques dépassant les limites applicables aux appareils numériques de la classe A prescit dans le réglement sur le brouillage radioélectrique édicté par le Ministre des Communications du Canada.
Trademarks
iNSIGHT, Prosper, ScanFlex, PrintFlex, Scantron DesignExpert, ScanTools, Scantron, and the logo are trademarks in the U.S. and/or other countries, of Scantron Corporation or its affiliate(s).
NestorReader is a trademark of Nestor, Inc.
Remark Classic OMR is a registered trademark of Gravic, Inc.
Liquid Paper is a registered trademark of Sanford, a division of Newell Rubbermaid.
Tipp-Ex and Wite-Out are registered trademarks of the BIC Group and BIC USA, Inc. respectively.
PostScript is a registered trademark of Adobe Systems, Inc.
Microsoft, Windows, and .NET, are trademarks or registered trademarks of Microsoft Corporation in the United States and other countries.
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Preface

About This Manual
This Operator's Guide is your guide for day to day use of your scanner. It provides the information you need to handle basic tasks related to scanner operation and simple maintenance. For information on data collection and document imaging tasks, consult the Elements of Data Collection.
Document Organization
This manual is organized as follows:
Chapter 1, “iNSIGHT 20 Plus Dual Purpose Scanner”, provides an overview of the iNSIGHT 20 Plus scanner’s features as well as safety and environmental infor­mation.
Chapter 2, “Scanner Basics”, describes the basics of using your scanner.
Chapter 3, “Installation”, describes how to install your scanner.
Chapter 4, “Document Imaging Basics”, describes how to some of the features of Click&Scan.
Chapter 5, “Maintenance”, describes routine cleaning as well as how to replace parts that may wear out with use.
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Chapter : Preface
Chapter 6, “Troubleshooting”, describes how to go about correcting issues pre­venting your scanner from operating properly.
Chapter 7, “Product Support and Services”, describes how to get help on the Web, how to contact Scantron customer support, as well as how to order supplies and forms.
Related Documentation
This manual is part of a documentation set for the iNSIGHT 20 Plus scanner. The documentation set provides information on packaging, installation, setup, operation, and configuration for users and system administrators. The documentation set consists of the following:
What’s in This Box for the iNSIGHT 20 Plus Scanner (Publication Number 277 160 xxx*)
Quick Start for the iNSIGHT 20 Plus Scanner (Publication Number 277 158 xxx*)
Quick Tips for the iNSIGHT 20 Plus Scanner (Publication Number 277 159 xxx*)
Scantron iNSIGHT 20 Plus Scanner Operator’s Guide (Publication Number 277 157 xxx*)
Scantron Scanners Elements of Data Collection (Publication Number 277 292 xxx*)
ScanTools Plus Installation Guide** (Publication Number 203 583 xxx*)
ScanTools Plus Help System** (This documentation is included with the ScanTools software and contains comprehensive information to help you with software and hardware issues.)
* Where xxx indicates the current revision number. ** This documentation is included only if your scanner came bundled with ScanTools
Plus data collection software.
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Table of Contents

Preface i
Chapter 1:
iNSIGHT 20 Plus Dual Purpose Scanner 1
Scanner Hardware Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
T
Data Collection Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Document Imaging Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Material Safety Data Sheets (MSDS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Warning Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
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User Precautions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Environmental Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Waste Electrical and Electronic Equipment (WEEE). . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
EMC Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Acoustic Emission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Power System Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Chapter 2:
Scanner Basics 17
Scanner Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Front View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Inside View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Back View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Locking the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Turning the Scanner On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Scanner Positions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Tilting the Scanner Body . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Adjusting the Output Tray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Position for Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Extending the Output Tray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Adjusting the Input Tray Side Guides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Starting and Stopping the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Document Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Document Imaging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Scanning Your Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Automatic Feeding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Single Feeding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Indicator Light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Lamps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Default Lamp Shut Off Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Software Lamp Warm Up and Shut Off Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Clearing Document Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Chapter 3:
Installation 43
Registering Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Product Support and Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Selecting a Good Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Attaching the Input Tray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Installing the iNSIGHT Scanner Utilities Software . . . . . . . . . . . . . . . . . . . . . . . . 47
Connecting the Power Cord to the Scanner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Connecting the USB Cable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Finalizing the iNSIGHT Scanner Utilities Software Installation . . . . . . . . . . . . . . . . . . 54
Getting Ready to Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Step 1: Calibrating Your iNSIGHT 20 Plus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Step 2: Running the Document Imaging Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Step 3: Installing ScanTools Plus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Step 4: Configuring the Scanner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
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Step 5: Running the Data Collection Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Installation Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Handling the “Recalibrate the scanner” Message . . . . . . . . . . . . . . . . . . . . . . . . 72
Uninstalling iNSIGHT Scanner Utilities Software. . . . . . . . . . . . . . . . . . . . . . . . . . 73
Uninstalling ScanTools Plus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Updating the iNSIGHT Scanner Utilities Software. . . . . . . . . . . . . . . . . . . . . . . . . 74
Chapter 4:
Document Imaging Basics 77
Main Software Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Click&Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Click&Scan Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Using Function Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Click&Scan Edit Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
The Main Scanner Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Opening the Main Scanner Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Creating Color/Grayscale or Black and White Images
Based on the Content of Your Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Creating Multiple Images for Each Side of a Document . . . . . . . . . . . . . . . . . . . . . . . . 96
Creating Different Settings for Each Side of a Document . . . . . . . . . . . . . . . . . . . . . . 98
Chapter 5:
Maintenance 101
Maintenance Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Supplies and Consumables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
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Opening and Closing the Scanner Cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Running a Transport Cleaning Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Cleaning the Rollers and Transport. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Cleaning the Separation Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Cleaning the Feed Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Cleaning the Imaging Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Cleaning the UDDS Sensor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Removing and Replacing the Separation Module . . . . . . . . . . . . . . . . . . . . . . . . . 119
Replacing the Separation Module Tires . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Replacing the Pre-Separation Pad. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Adjusting the Pre-Separation Roller Tension . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Removing and Replacing the Feed Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Replacing the Feed Module Tires . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Chapter 6:
Troubleshooting 135
LED Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Indicator Light and Function Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Lamps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
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Clearing Document Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Troubleshooting Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Chapter 7:
Product Support and Services 145
Registering Your Product. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Online Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Printed Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
The Help System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Internet Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Ordering Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Ordering Forms and Print Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Standard Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Custom Form Design and Other Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Requesting Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Before calling: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Appendix A: Color Options for Data Collection Forms 157
Ink Form Color Options (1 Color). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
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Pencil Form Color Options (1 Color) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Pencil Form Color Combinations (2 Color). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Pencil Form Color Combinations (3 Color). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Index 167
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x Scantron i NSIGHT 20 Plus Scanner
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In this chapter:
Scanner Hardware Features . . . . . . . . . . . . . . . . . page 3
Data Collection Features. . . . . . . . . . . . . . . . . . . . page 4
Document Imaging Features . . . . . . . . . . . . . . . . page 5
System Requirements . . . . . . . . . . . . . . . . . . . . . . page 6
Safety Information . . . . . . . . . . . . . . . . . . . . . . . . page 7
Material Safety Data Sheets (MSDS) . . . . . . . . . . page 8
Warning Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . page 9
User Precautions . . . . . . . . . . . . . . . . . . . . . . . . . page 10
Environmental Information . . . . . . . . . . . . . . . . page 11
EMC Statements . . . . . . . . . . . . . . . . . . . . . . . . . page 12
Acoustic Emission . . . . . . . . . . . . . . . . . . . . . . . page 14
Power System Connection . . . . . . . . . . . . . . . . . page 15
Chapter 1:
i
NSIGHT 20 Plus Dual Purpose Scanner
1
Congratulations on your purchase of the Scantron iNSIGHT 20 Plus Scanner. This scanner represents the latest in document handling and scanning technology.
The iNSIGHT 20 Plus scanner can perform both data collection and document imaging tasks. The following two sections describe the differences between these tasks.
Data Collection
Operator’s Guide 1
Data collection is the process of reading marks from printed forms (e.g. surveys, tests, ballots, etc.) and converting them to ASCII data. The iNSIGHT 20 Plus scanner precisely scans the sheets for data while your data collection software (for example, ScanTools Plus) controls the scanning process and stores the data that is read. The
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Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
scanner and software work together to read up to 1950 sheets per hour in data collection mode.
The types of data that can be read include written marks (bubbles, check marks, or tick marks) and software bar codes. The iNSIGHT 20 Plus scanner with ScanTools Plus software can also scan grayscale images for digital storage. In addition, the iNSIGHT 20 Plus can read machine print and handprint using RealTime Character Recognition software (available separately).
Document Imaging
Document imaging is the process of scanning and processing black & white, grayscale, or color images. A common use of document imaging is digitally storing documents such as student work, patient records, invoices, photographs, and more.
The iNSIGHT 20 Plus scanner can effectively transport sheets of multiple sizes and thicknesses in a single load. The images are scanned and then processed using the included Click&Scan software. Using Click&Scan software, you can select the format of the scanned image (black & white, grayscale, or color), the resolution, the file type of the stored image, and the destination of the resulting file.
In document imaging mode, the iNSIGHT 20 Plus scanner with Click&Scan software can scan up to 1950 two-sided, color, 200 and 300 dpi images per hour.
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Scanner Hardware Features

Lightweight and portable
Small 28" x 13" x 10" (71 x 33 x 25 cm) operational and 9.7" x 13" x 6.3" (16.2 x 33 x 24.6 cm) storage footprints
High speed USB 2.0 interface
Ultrasonic multi-feed detection (multi-fed documents stopped on the bed)
Dual cameras read front and back of sheet simultaneously
Easy cleaning and maintenance
User replaceable feed and separation modules
Long life, cold cathode fluorescent lamps
Automatic document feeder
40 sheet, 24 lb. bond (90 g/m2) paper autofeed input/ output trays
Scans from 9 lb. bond to 110 lb. index (34 - 199 g/m2) paper
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Scanner Hardware Features
Up to 1950 sheets per hour throughput (in data collection and document imaging modes)
Recommended daily volume of up to 2000 sheets per day
ENERGY STAR compliant
Weight: 12 lbs. (5.5 kg)
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Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

Data Collection Features

Data Collection Features
ScanTools Plus data collection software comes bundled with some iNSIGHT 20 Plus scanners. The following features apply when using ScanTools Plus software. If using other data collection software, consult its documentation for features and limitations.
Image-based data collection
Provides 8-bit, 256 grayscale levels, and 200 dpi images, 48-bit color capture bit depth, and 24-bit color output bit depth
Handles all common spacings: .166, .166 48 cell, .200 inline, .200 offset, .200 line read*, and .300 line read
NOTE:
Scans small documents such as ID cards, embossed cards and insurance cards (20 lb./75 g/m2)
Ink and pencil mark detection
Capture, name, and archive single and multi-page image clips (TIFF, JPEG, RTF, BMP, PDF and searchable PDF)
Skew marks recommended (but optional) for
.200 and .300 line read.
Software recognized bar code
Scans lengths from 2.5 to 34 in. (6.4 to 83.4 cm) and widths from 3.5 to 8.5 in. (8.9 to 21.6 cm)
Optional RealTime Character Recognition utilizing
TM
NestorReader
software allows processing of
machine and hand print data
Ink and pencil form drop out color support (see Appendix A for a comprehensive list)
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i
NSIGHT 20 Plus Scanner
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Document Imaging Features

TWAIN driver and Click&Scan document imaging software included
Scans lengths from 2.5 to 34 in. (6.4 to 83.4 cm) and widths from 3.5 to 8.5 in. (8.9 to 21.6 cm)
Optical resolution at 600 dpi
Output resolutions from 75 to 1200 dpi
Interactive brightness, contrast, and color adjustment
Advanced software image processing including: automatically detect and straighten, iThresholding, ATP, auto orientation, background color smoothing, add or remove borders, auto color detect, and searchable PDF output
Simultaneous black and white and color, or black and white and grayscale image output
Save files in TIFF, JPEG, RTF, BMP, PDF and searchable PDF.
Send documents to file, email, printers, fax printers or desktop applications
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Document Imaging Features
Operator’s Guide 5
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Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

System Requirements

System Requirements
NOTE:
supports only one scanner connected to the host computer at a time.
For more information about system requirements for the iNSIGHT 20 Plus scanner, go to www.scantron.com.
The iNSIGHT 20 Plus Scanner Utilities software
6 Scantron
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NSIGHT 20 Plus Scanner
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Safety Information

Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Safety Information
CAUTION:
The scanner and power supply must only be used
indoors in a dry location.
When placing the scanner, make sure that the electrical power outlet is located within 5 feet (1.52 meters) of the scanner and is easily accessible.
Use only the power supply that was provided with your Scantron iNSIGHT 20 Plus scanner. Do not substitute another power supply model or another manufacturer’s power supply.
Operator’s Guide 7
Page 21
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

Material Safety Data Sheets (MSDS)

Material Safety Data Sheets (MSDS)
Material Safety Data Sheets (MSDS) for chemical products are available on the Scantron Support Web site at www.scantron.com/support. When accessing the MSDSs from the Web site, you will need the part number for the part or consumable. See “Supplies and Consumables” on page 105 of this guide for a list of consumables and their part numbers.
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Warning Labels

Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Warning Labels
CAUTION:
CAUTION:
Moving parts, avoid contact.
Hot surface, avoid contact.
Operator’s Guide 9
Page 23
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

User Precautions

User Precautions
Users and their employer need to observe the common sense precautions applicable to the operation of any machinery. These include, but are not limited to, the following:
Do not wear loose clothing or unbuttoned sleeves.
Do not wear loose jewelry, bracelets, bulky rings, or long necklaces.
Hair length should be kept short, using a hair net if needed, or tying long hair up in a bundle.
Remove all loose objects from the area that could be drawn into the machine.
Take sufficient breaks to maintain mental alertness.
Do not use canned/compressed air for cleaning. Using compressed air could blow dust into difficult to clean areas.
Use only the recommended cleaning supplies to prevent damage to scanner components.
Supervisors should review their practices and make compliance with these precautions a part of the job description for operation of the scanner.
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Environmental Information

The Scantron iNSIGHT 20 Plus scanner is designed to meet worldwide environmental requirements.
Guidelines are available for the disposal of consumable items that are replaced during maintenance or service; follow local regulations or contact your local sales agent for more information.
For disposal or recycling information, contact your local authorities or, in the U.S., visit the Electronics Industry Alliance Web site at www.eiae.org.
The product packaging is recyclable (although it should be retained in case the scanner needs to be shipped for service).
The Scantron iNSIGHT 20 Plus Scanner is ENERGY STAR compliant and is shipped from the factory with the default shut off time set to 15 minutes. The scanner changes to low power mode after 15 minutes of inactivity.
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Environmental Information

Waste Electrical and Electronic Equipment (WEEE)

This symbol indicates that when the last user wishes to discard this product, it must be sent to appropriate facilities for recovery and recycling. Please contact your local sales agent for additional information on the collection and recovery programs available for this product.
Operator’s Guide 11
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Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

EMC Statements

EMC Statements
United States
This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
Consult the dealer or an experienced radio/TV technician for additional suggestions.
Any changes or modifications not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment. Where shielded interface cables have been provided with the product or specified additional components or accessories elsewhere defined to be used with the installation of the product, they must be used in order to ensure compliance with FCC regulation.
Korea
As this equipment has obtained EMC registration for household use, it can be used in any area including residential areas.
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NSIGHT 20 Plus Scanner
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Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
EMC Statements
Japan
This is a Class B product based on the standard of the Voluntary Control Council for interference by information Technology Equipment (VCCI). If this is used near a radio or television receiver in a domestic environment, it may cause radio interference. Install and use the equipment according to the instruction manual.
Operator’s Guide 13
Page 27
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner

Acoustic Emission

Acoustic Emission
Machine Noise Information Ordinance — 3, GSGV The operator-position noise emission value is <70 dB(A).
Maschinenlärminformationsverordnung – 3, GSGV Der arbeitsplatzbezogene Emissionswert beträgt <70 db(A).
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NSIGHT 20 Plus Scanner
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Power System Connection

This product is also designed for Norwegian IT power system with phase-to-phase voltage 230V.
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Power System Connection
Netzanschluß
Connexion Aux Systèmes
D’alimentation Électrique
Das Gerät ist auch für die Verwendung im norwegischen IT-Stromsystem mit einer Leiterspannung von 230 V geeignet.
Ce produit est également conçu pour les systèmes norvégiens d’alimentation électrique informatique, dont la tension par phase est de 230 V.
Operator’s Guide 15
Page 29
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner
Power System Connection
NOTES
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NSIGHT 20 Plus Scanner
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In this chapter:
Scanner Components . . . . . . . . . . . . . . . . . . . . . page 18
Locking the Scanner . . . . . . . . . . . . . . . . . . . . . . page 23
Turning the Scanner On . . . . . . . . . . . . . . . . . . . page 24
Scanner Positions . . . . . . . . . . . . . . . . . . . . . . . . page 25
Tilting the Scanner Body . . . . . . . . . . . . . . . . . . page 27
Adjusting the Output Tray . . . . . . . . . . . . . . . . . page 28
Adjusting the Input Tray Side Guides . . . . . . . . page 32
Starting and Stopping the Scanner . . . . . . . . . . . page 33
Document Preparation . . . . . . . . . . . . . . . . . . . . page 34
Scanning Your Documents. . . . . . . . . . . . . . . . . page 37
Indicator Light. . . . . . . . . . . . . . . . . . . . . . . . . . . page 39
Lamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 40
Clearing Document Jams . . . . . . . . . . . . . . . . . . page 41
Chapter 2:

Scanner Basics

2
This chapter covers basic information about your iNSIGHT 20 Plus scanner that you should know before installing and using your scanner. The information covered in this chapter will familiarize you with the scanner so that you can successfully scan documents during setup and for production use.
Operator’s Guide 17
Page 31
Chapter 2: Scanner Basics
1
7
8
6
5
4
32

Scanner Components

Scanner Components

Front View

1. Scanner Cover — Provides access to the internal
components of the scanner, such as the imaging area and the feed and separation modules.
2. Input Tray — Holds up to 50 documents (24 lb./75
g/m2) in place.
3. Side Guides — Can be moved in and out to
accommodate the size of the documents you are scanning.
4. Function Window — Displays 0 through 9. These
numbers correspond to a predefined function of your choice. An error number will be displayed if an error is encountered (indicated by a red LED indicator).
5. LED/Start button — Illuminates or flashes
indicating scanner status and launches the selected
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NSIGHT 20 Plus Scanner
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Chapter 2: Scanner Basics
Scanner Components
application associated with the number displayed in the function window.
Steady Green: Ready to scan.
Flashing Green: Waiting/power saver mode/
scanning/busy.
Steady Red: Scanner error (such as the scanner is
not connected to the host computer or the scanner cover is open).
6. Up and Down Scroll buttons — Allows you to
select or scroll through predefined functions or applications by pressing the Up or Down scroll buttons.
NOTE:
The LED/Start Button, Scroll Button and Function Window are used with the Click&Scan functionality.
7. Output Tray — Collects up to 80 scanned
documents. When the scanner is placed in the vertical position the output tray slides underneath the scanner, making the scanner compact and easy to store. When the scanner is in use and tilted, the output tray can be pulled out and extended to accommodate documents up to 35.56 cm (14 inches) in length.
8. End Stops — Can be lifted up when scanning small
documents for better document stacking. When the output tray is completely extended, another pair of end stops is located at the end of the output tray. Lift these end stops as necessary for better stacking of long documents.
Operator’s Guide 19
Page 33
Chapter 2: Scanner Basics
7
6
5
9
3
2
1
8
4
Scanner Components

Inside View

1. Scanner Cover Release Lever — Opens the scanner
to allow access to the paper path for cleaning or clearing a document jam. The scanner must be in the tilted position to open the scanner cover.
2. Gap Release Lever — Allows you to manually adjust
the space between the feed module and separation module for documents that require special handling (for example, documents that are torn).
3. Separation Module Release Lever — Push the
release lever to remove the separation module for cleaning or replacement.
4. UDDS Sensor — Used to detect multi-feeds and
document edges.
5. Imaging Guides — The cameras take images of the
documents through these glass guides.
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NSIGHT 20 Plus Scanner
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Chapter 2: Scanner Basics
1
2
3
5
4
Scanner Components
6. Feed Module Cover — This cover needs to be
removed when cleaning or replacing the feed module or feed module tires.
7. Paper Present Sensor — Detects the presence of
documents in the input tray.
8. Feed Module Assembly — Provides smooth
document feeding and separation of various sizes, thicknesses and textures of documents.
9. Background Strips — These black background
strips can be interchanged with the White Background Accessory, which can be used if you are scanning translucent or very thin documents to reduce black background bleed-through.

Back View

Operator’s Guide 21
Page 35
Chapter 2: Scanner Basics
Scanner Components
1. Routing Channel — Allows you to secure the USB
cable and power cord to protect them when the scanner is moved.
2. USB Port — Connects the scanner to the PC.
3. Power Port — Connects the power cord to the
scanner.
4. Power Switch — Turns the scanner on and off
5. Security Lock Port — Connects a security lock to
the scanner.
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NSIGHT 20 Plus Scanner
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Locking the Scanner

Chapter 2: Scanner Basics
Locking the Scanner
A security lock port is available if you want to secure your scanner. You can purchase a standard security lock (as shown above) at an office supply store.
1. Insert the lock into the back of the scanner and turn
the key to lock the scanner in place.
2. Use the looped end of the cable to secure the cable
and scanner to a stationary place.
.
Operator’s Guide 23
Page 37
Chapter 2: Scanner Basics

Turning the Scanner On

Turning the Scanner On
CAUTION:
Do not turn the scanner on before performing the installation procedure covered in Chapter 3, “Installation”. Doing so may result in incorrect drivers being loaded.
Press and release the switch on the back of the scanner to turn the scanner on.
After you turn on the scanner, wait for it to complete the self-test. When the scanner is connected to the host PC and the self-test completes, the green indicator light will remain on and constant and the function window will display “1”.
If the scanner is not connected to the host PC and the self-test completes, the red indicator will be on and the function window will be blank.
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NSIGHT 20 Plus Scanner
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Scanner Positions

Chapter 2: Scanner Basics
Scanner Positions
The iNSIGHT 20 Plus scanner is equipped with a tilt feature which allows the scanner to be tilted down for scanning and upright for storage.
The following photos show the angles the scanner can be placed in. The scanner body tilts into a 25 or 90 degree angle.
25 degree position
Use this position for scanning.
Operator’s Guide 25
Page 39
Chapter 2: Scanner Basics
Scanner Positions
90 degree position
This position is best for storage.
IMPORTANT:
When using the tilt feature, be sure the scanner
cover is closed.
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NSIGHT 20 Plus Scanner
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Tilting the Scanner Body

Chapter 2: Scanner Basics
Tilting the Scanner Body
Hold the scanner body on the sides and rotate the scanner body into the scanning position.
Operator’s Guide 27
Page 41
Chapter 2: Scanner Basics

Adjusting the Output Tray

Adjusting the Output Tray
The output tray can be extended to accommodate different sized sheets. Experiment with different positions to determine the one that best fits your needs.

Position for Scanning

When scanning for data collection or when scanning documents, the scanner should be in the 25 degree position as shown below.
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NSIGHT 20 Plus Scanner
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Short Document
End Stops
Chapter 2: Scanner Basics
Adjusting the Output Tray

Extending the Output Tray

The output tray extends to accommodate documents up to 14 inches (35.56 cm). To extend the output tray follow the steps below.
Step 1:
Pull out on the middle of the output tray to extend the tray for short documents. You can also flip up the short document end stop.
Operator’s Guide 29
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Chapter 2: Scanner Basics
Adjusting the Output Tray
Step 2:
Flip over the middle section of the tray extension for larger documents.
Step 3:
Flip the middle section of the next tray extension to accommodate documents up to 14 inches (35.56 cm).
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NSIGHT 20 Plus Scanner
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Long Document
End Stops
Chapter 2: Scanner Basics
Adjusting the Output Tray
Step 4:
Lift the end stops as necessary for better document stacking of long documents.
Operator’s Guide 31
Page 45
Chapter 2: Scanner Basics

Adjusting the Input Tray Side Guides

Adjusting the Input Tray Side Guides
The input tray side guides can be moved in or out to accommodate different document sizes. Adjust the side guides just slightly wider than the documents you are scanning.
When the side guides have been adjusted to the correct width, you can lock the guides in place to keep the guides from shifting during scanning.
Input Tray Side
Guide Lock
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NSIGHT 20 Plus Scanner
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Starting and Stopping the Scanner

Before you start scanning, make sure the scanner is on and ready for operation, which is indicated by the green indicator light being on and constant.
Scanning is controlled by software developed for your application. To start and stop scanning, refer to the documentation provided with your application software.
NOTE:
Be sure that the documents in the input tray are cen­tered in the tray and in the path of the paper present sensor.
Chapter 2: Scanner Basics
Starting and Stopping the Scanner
Operator’s Guide 33
Page 47
Chapter 2: Scanner Basics
Timing Marks

Document Preparation

Document Preparation

Data Collection

General Guidelines
Remove all staples and paper clips before scanning. Staples and paper clips on documents may damage the scanner and documents.
If the forms were folded, we recommend unfolding them and laying them flat for 24 hours in a climate controlled (60º to 80º F or 16º to 27º C and 40-60% humidity) environment.
Align the forms so that all sheets have the same orientation.
Jog (align by tapping on a hard surface) the forms on the leading edge (form ID edge) and timing mark edge.
Ensure that the forms are placed into the input tray with the front side down (because it is a bottom feed scanner). Also ensure that the timing marks are on the left side (both front and back) when you are facing the iNSIGHT 20 Plus logo.
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NSIGHT 20 Plus Scanner
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Chapter 2: Scanner Basics
Document Preparation
Paper Types: Precision forms printed by Scantron are recommended for best results. Self printed forms using Scantron DesignExpertTM with the PrintFlexTM option are also acceptable.
Paper Weights: 60 - 90 lb., (24 - 35 lb. bond), (89 - 133 g/m2)
Minimum Document Size: 2.5" x 5.5" (6.4 x 14 cm)
M
aximum Document Size:
8.5" x 14" (21.6 x 35.6 cm
)
Damaged Documents
Sheet repair is possible in many cases. A list of possible repairs follows:
If a sheet is folded or crumpled, it can be flattened by placing a flat weight on it overnight.
If a sheet has dark marks on it, you can erase them or use correction tape to cover them up. If using liquid correction fluid, be sure to allow it to dry thoroughly before scanning as otherwise it can get on the imaging guide and cause errors.
If a sheet is torn you can use tape to repair it. Be sure to verify that the form is read correctly if taping over marks or the timing track.
NOTE:
Tape on a sheet may generate a multiple sheet
error that will be displayed in the software.
If you are unable to repair the damaged sheet, copy the marks from the damaged sheet onto a new one.
NOTE:
Protective sleeves cannot be scanned for data collec-
tion because of the effect the sleeve has on calibration.

Document Imaging

General Guidelines
Remove all staples and paper clips before scanning. Staples and paper clips on documents may damage the scanner and documents.
Documents should be in good condition.
Operator’s Guide 35
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Chapter 2: Scanner Basics
Document Preparation
A batch of documents to be fed into the scanner for document imaging must be arranged so the leading edges of all documents are aligned and centered in the input tray; this allows the feeder to introduce documents into the scanner one at a time.
Paper Types: The iNSIGHT 20 Plus moves paper very well and will handle virtually any type of paper that is not abrasive or excessively stiff.
NOTE:
Chemically coated papers may cause more rapid
wear/swelling of the tires.
Paper Inks: All inks on the paper must be dry before scanning is started. This includes: standard offset printing, inkjet printer, thermal transfer, handwriting inks.
Correction Fluids: Liquid Paper®, Tipp-Ex®, Wite­out®, and other similar correction fluids must be dry before scanning is started. If not fully dry, correction fluid can get on the imaging guides and cause errors.
Paper Weights: 9 lb. bond to 110 lb. index (34 to 200 g/m2 kg)
Minimum Document Size: 2.5" x 2" (6.4 x 5.1 cm)
Maximum Document Size: 8.5" x 34" (21.6 x 86.0 cm)
Damaged Documents
Torn, damaged, or crushed pages can be transported successfully through the scanner. However, no scanner can transport every possible type of damaged paper.
If in doubt about whether a specific damaged document can be transported through the scanner, place the document in a clear protective sleeve. Sleeved documents should be manually fed, one at a time, while lifting the gap release lever. (Do not use protective sheets for data collection scanning.)
When scanning documents in a clear protective sleeve, the input tray guides must be adjusted to accommodate the width of the sleeve.
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NSIGHT 20 Plus Scanner
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Scanning Your Documents

Place the documents you want to scan into the input tray of the scanner with the front side down (because it is a bottom feed scanner).
Chapter 2: Scanner Basics
Scanning Your Documents

Automatic Feeding

To scan a batch of documents, follow the guidelines for size, type, quantity, etc., as previously described in “Document Preparation” on page 34.
CAUTION:
1. Align (jog) the leading edges of the stacked docu-
2. For data collection also align (jog) the timing mark side
3. For all documents, position the documents face down
Operator’s Guide 37
Remove all staples and paper clips before scan­ning. Staples and paper clips in documents may dam­age the scanner and the documents.
ments.
of the stacked documents.
with the leading edge centered in the automatic document feeder.
Page 51
Chapter 2: Scanner Basics
Timing Marks
Scanning Your Documents
NOTE:
For
data collection
, ensure that the timing marks (both front and back of sheet) are on the left side when you are facing the iNSIGHT 20 Plus logo.
4. Adjust the input tray side guides.
5. Adjust the output tray position, if necessary.
6. Pull out the output tray extender, if necessary.
7. Start scanning.

Single Feeding

Follow the guidelines for document size, type, weight, and quantity. Position the document face down with the leading edge centered in the automatic document feeder, adjust the input tray side guides if necessary, then start scanning.
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NSIGHT 20 Plus Scanner
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Indicator Light

Indicator Light
Chapter 2: Scanner Basics
Indicator Light
The indicator light provides information on the current state of the scanner.
This light… indicates…
Flashing green scanner is powering up,
busy, or in power saver mode.
Steady green scanner is ready to scan.
Steady red scanner error, such as
the scanner is not connected to the host computer or the scanner cover is open.
Operator’s Guide 39
Page 53
Chapter 2: Scanner Basics

Lamps

Lamps
Software Warm up Shut off

Default Lamp Shut Off Period

The default shut off period for the lamps is 15 minutes. The iNSIGHT 20 Plus scanner reverts to this default each time it is powered up.

Software Lamp Warm Up and Shut Off Periods

Lamp warm up and shut off periods vary depending on the software that you are using. See the table below:
• ScanTools Plus
N/A 240 minutes
• associated data collection diagnostic software
Click&Scan 10 seconds 0 to 240 minutes based
on Power Saver setting in Device Settings
NOTES:
The scanner changes to low power mode after 15 minutes of inactivity.
If you want to shut off the lamps sooner than 240 minutes after running a ScanTools Plus application, simply run Click&Scan with the Power Saver Device Setting set to the desired shut off time.
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NSIGHT 20 Plus Scanner
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Clearing Document Jams

Scanner Cover
Release
Chapter 2: Scanner Basics
Clearing Document Jams
1. Remove any documents from the input tray area.
2. Lift up the scanner cover release to unlatch the
scanner cover.
3. Pull up to open the scanner cover.
4. Locate the jammed document and remove it, being
sure to clear any paper shreds or pieces left behind.
5. Lower the scanner cover and press it down firmly so
that both sides latch.
Operator’s Guide 41
Page 55
Chapter 2: Scanner Basics
Clearing Document Jams
NOTES
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NSIGHT 20 Plus Scanner
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In this chapter:
Selecting a Good Location . . . . . . . . . . . . . . . . . . . . . . .page 44
Attaching the Input Tray. . . . . . . . . . . . . . . . . . . . . . . . .page 46
Installing the iNSIGHT Scanner Utilities Software . . .page 47
Getting Ready to Scan. . . . . . . . . . . . . . . . . . . . . . . . . . . page 57
Handling the “Recalibrate the scanner” Message . . . . .page 72
Uninstalling iNSIGHT Scanner Utilities Software . . . .page 73
Updating the iNSIGHT Scanner Utilities Software . . . page 74
Chapter 3:

Installation

This chapter covers scanner setup and software installation. We recommend that you review the information in Chapter 2, “Scanner Basics”, before proceeding with this chapter. Doing so will help ensure your success in scanning during setup and for production.
3

Registering Your Scanner

Registering your scanner takes very little time and ensures that you receive all pertinent information regarding product and software upgrades. For information on registering your product, see “Registering Your Product” on page 145.

Product Support and Services

If you encounter difficulties setting up or operating your scanner, there are a number of places to get the needed information to resolve your difficulty. For information on the support services that are available, see Chapter 7, “Product Support and Services”.
Operator’s Guide 43
Page 57
Chapter 3: Installation

Selecting a Good Location

Selecting a Good Location
To place your scanner in a good location, observe these requirements:
Air quality. Keep in mind that a scanner works better and lasts longer when it is not exposed to a lot of dust.
Computer hookup. Place the scanner within 6 feet of the computer to which it is to be connected.
Flooring. Try to find a location for the scanner that is not carpeted. Most types of carpeting introduce static, which might interfere with the way the scanner operates.
Humidity. Use the scanner in a location having 40% relative humidity. If sheets have been in very wet or dry conditions, keep them in an atmosphere controlled (60º to 80º Fahrenheit or 15º to 27º Celsius with 40% humidity) environment for 24 hours before you attempt to scan them.
Electrical noise. Do not locate the scanner near a generator or other type of large motor, such as an elevator, an air conditioner, or a refrigerator that produces electrical noise which might interfere with the operation of the scanner.
Phone access. Locate the scanner close to a phone — in the same room if possible. Close phone access is important if you need to call Scantron for assistance with a scanning problem. Customer Support will provide assistance over the phone.
Power source. Place the scanner in a location that is close to an electrical outlet that provides stable power. The outlet must be properly grounded and meet national and local electrical codes.
Space. Find a location that allows you plenty of working surface around the scanner. See “Scanner Hardware Features” on page 3 for information on the scanner’s size.
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NSIGHT 20 Plus Scanner
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Chapter 3: Installation
Selecting a Good Location
Temperature. Place the scanner in an environment that ranges between 60° and 85° Fahrenheit or 15º to 29º Celsius. Improper temperature conditions can cause the scanner to read sheets incorrectly.
Operator’s Guide 45
Page 59
Chapter 3: Installation
Pin
Hole

Attaching the Input Tray

Attaching the Input Tray
1. On one side of the scanner, place the pin into the hole
(see photo).
NOTE:
that the side guides have clearance.
It is necessary to tilt the tray forward somewhat so
2. Next, push the input tray gently but firmly toward the
other side, so that the pin on the other side has clearance to fit in the hole on the other side.
3. Allow the input tray to rotate down into position.
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NSIGHT 20 Plus Scanner
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Chapter 3: Installation

Installing the iNSIGHT Scanner Utilities Software

Installing the
i
NSIGHT Scanner Utilities Software
CAUTION:
NOTE:
The iNSIGHT Scanner Utilities installation program installs the following software:
Click&Scan: A software program that allows you to
Calibration Utility: A software program that is used
Scanner Exerciser: A software utility program that
Install the software before connecting the
scanner to the PC.
The iNSIGHT Scanner Utilities software supports only one scanner connected to the host computer at a time.
perform document imaging tasks with just a few clicks of your mouse. For more information about Click&Scan, see Chapter 4, “Document Imaging Basics”.
during setup to calibrate the scanner for data collection. After setup, this program should not be used unless the scanner has been moved to a different computer, the scanner has been exchanged for a new one, or you are directed to do so by Scantron Customer Support.
Customer Support uses to test the data collection capabilities of the scanner.
NOTE:
Some of the software mentioned above requires the Microsoft .Net Framework. The installation routine also installs the .Net Framework if it is not already installed.
Operator’s Guide 47
Page 61
Chapter 3: Installation
Installing the iNSIGHT Scanner Utilities Software
Use the following procedure to install the software and connect the scanner.
1. Insert the iNSIGHT Scanner Utilities CD into the
CD-ROM drive.
2. Browse to your CD-ROM drive, then double-click
setup.exe.
The Welcome dialog box opens.
3. Click Next to continue. The Scanner Selection dialog
box opens.
4. Select iNSIGHT 20 Plus from the drop-down list.
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NSIGHT 20 Plus Scanner
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Chapter 3: Installation
Installing the iNSIGHT Scanner Utilities Software
The iNSIGHT 20 Plus appears in the dialog box.
5. Click Next. The Destination Folder dialog box opens.
6. Accept the default or enter a program folder in the
text box, and click Next. The Ready to Install the Program dialog box appears.
Operator’s Guide 49
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Chapter 3: Installation
Installing the iNSIGHT Scanner Utilities Software
7. Click Install to begin the installation. The Scanner
Driver Installation dialog appears.
8. Click Next.
NOTE:
The setup steps in the sections below detail connecting the power cord and USB cable and powering up the scanner and correspond to the steps in the software installation program. These steps are included here with additional information.

Connecting the Power Cord to the Scanner

Use only the power supply that was provided with your Scantron iNSIGHT 20 Plus Scanner. Do not substitute another power supply model or another manufacturer’s power supply.
After the drivers have been installed, use the following procedure to connect the power supply and power cord to the scanner. Make sure that the power outlet is located within 5' (1.52 meters) of the scanner and is easily accessible.
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NSIGHT 20 Plus Scanner
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Chapter 3: Installation
Well Shin WS-005C R31514
2.5A/125V Taiwan
WELL SHIN WS-004 E115330 10A/125V North America
Well Shin WS-009 10A/250V Australia
Well Shin WS-004B 6A/250V China
Well Shin WS-006
2.5A/250V Europe
-
Well Shin WS-005C 7A/125V Japan
Well Shin WS-012A 5A/250V United Kingdom, Ireland, Hong Kong, Malaysia, Singapore
Installing the iNSIGHT Scanner Utilities Software
1. Select the appropriate AC power cord for your region
from the supply of power cords packed with your scanner.
2. Attach the power cord for your power type to the
power supply.
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3. Plug the power cord output lead (attached to the
power supply) into the power port on the back of the scanner.
4. Plug the power cord input lead (attached to the power
supply) into the wall outlet.

Connecting the USB Cable

CAUTION:
52 Scantron
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NSIGHT 20 Plus Scanner
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B
A
Installing the iNSIGHT Scanner Utilities Software
The USB cable supplied with your scanner has two different ends.
1. Attach the B end of the USB cable to the scanner USB
port, located on the back of the scanner.
IMPORTANT:
The USB port may be covered by a
sticker. Remove the sticker to access the port.
2. Attach the A end of the USB cable to an open high
speed USB 2.0 port on your PC.
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Finalizing the iNSIGHT Scanner Utilities Software Installation

When the iNSIGHT Scanner Utilities software has been properly installed and the USB cable and power connections have been made, you can turn on the power to complete installation.
1. Turn on the power to the scanner.
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NSIGHT 20 Plus Scanner
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The scanner goes through a series of self tests, and the indicator LED lights up.
When the scanner is finished and ready to scan, the indicator LED stops flashing and stays green. When this occurs, click Next to continue.
If the green LED indicator does not become a steady green within several minutes, contact Scantron Cus­tomer Support as described in “Requesting Support” on page 153.
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The Wizard Completed dialog box appears.
2. Do one of the following:
To calibrate your scanner now, continue to the next section, “Getting Ready to Scan” on page 57.
NOTE:
The iNSIGHT 20 Plus scanner must be
calibrated before you can begin scanning.
To exit the iNSIGHT Scanner Utilities installation, click Finish.
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NSIGHT 20 Plus Scanner
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Getting Ready to Scan

Once the hardware is connected and the drivers are installed, perform the following steps to prepare to scan documents:
Step 1: Calibrating Your iNSIGHT 20 Plus (page57)
Step 2: Running the Document Imaging Test
If your scanner came bundled with ScanTools Plus data collection software, perform the following three steps:
Step 3: Installing ScanTools Plus Software (page66)
Step 4: Configuring the Scanner (page66)
Step 5: Running the Data Collection Test (page68)

Step 1: Calibrating Your iNSIGHT 20 Plus

Chapter 3: Installation
Getting Ready to Scan
(page62)
CAUTION:
The Calibration Utility should only be run for the
following reasons:
upon initial installation
you move the scanner to a different computer
your scanner is exchanged for a new one
you are directed to by Scantron support
NOTE:
You can run only one of the following programs at a
time because they use the same driver:
iNSIGHT Scanner Utilities
Click&Scan
ScanTools Plus
The calibration program does two things to ensure that the scanner will read production data collection forms properly:
Checks the black, gray, and white areas of the sheet to create a calibration table that maps the 256 gray levels to the 16 levels used for data col­lection.
Targets the location of the black dots for positioning purposes.
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Getting Ready to Scan
The calibration program reads Normalization & Calibration sheets (part number 202 502 043, supplied with the scanner, see the graphic below).
NOTE:
The part number for a box of 80 Normalization &
Calibration Sheets is 342 760 014.
1. Close all other programs.
2. On the Wizard Completed dialog box, click Run
Calibration.
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NSIGHT 20 Plus Scanner
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NOTE:
If you have completed the iNSIGHT Scanner Utilities installation, open the Calibration Utility from your operating system
The following dialog box appears.
3. Click Calibrate. The Step 1 of 2 dialog box appears.
4. Place a stack of Normalization & Calibration Sheets
(part number 202 502 043) into the input tray, printed side down, so that the words “Normalization & Calibration Sheet” enter the scanner first, as shown in the graphic below.
NOTE:
The corner is turned in the image below to show
the printed side.
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5. Click OK.
The Calibrating front side... dialog box appears and scanning begins. Wait while the software and scanner performs front side calibration.
6. If you get an error message, use the table below to
take the necessary corrective action. When you are done, click Resume.
Error What To Do
Jam Open scanner, remove obstruction and rescan.
Multi-feed Open scanner, remove sheets and rescan.
Calibration sheet not recognized
Check for proper calibration sheet and that it is aligned properly. Rescan.
Image quality error Clean imaging guide(s) or rollers and rescan.
Calibration separation error Clean rollers and rescan.
7. When calibration for the front side is complete, the
Verifying calibration for the front side... dialog box appears and the scanner scans more sheets. Wait while the verification takes place.
NOTE:
If the input tray empties and the Input hopper
empty message box appears, take the sheets from
the output tray, tap them on a hard surface to align them, and then place them back in the input tray the same way you last loaded them. When you are ready, click Retry.
8. When the front side calibration is complete, the Step
2 of 2... dialog box appears.
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NSIGHT 20 Plus Scanner
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9. Place a stack of Normalization & Calibration Sheets
(part number 202 502 043) into the input tray, printed side up, and so that the words “Normalization & Calibration Sheet” enter the scanner last (as shown in the photo below).
10. Click OK.
11. The Calibrating back side... dialog box appears.
Wait while the software performs the back side calibration.
12. When back side calibration is complete, the Verifying
calibration for the back side... dialog box appears and the scanner scans additional sheets. Wait while verification takes place.
NOTE:
If the input tray empties and the Input hopper
empty message box appears, take the sheets from
the output tray, tap them on a hard surface to align them, then place them back in the input tray the same way you last loaded them. When you are ready, click Retry.
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13. When verification is completed successfully, the
Calibration complete dialog box appears. Click OK to continue.
NOTE:
To view information about the calibration, you can view the calibration and log files located in the Scanner folder on the root drive of your computer. The files are named as follows:
Log files: <serial number>_20p_norm.log
Calibration files: <serial number>_20p_cal.lut
14. Do one of the following:
To run a document imaging test, continue to “Step 2: Running the Document Imaging Test” on page 62.
To exit the iNSIGHT Scanner Utilities installation, click Finish

Step 2: Running the Document Imaging Test

NOTE:
You can run only one of the following programs at a
time because they use the same driver:
iNSIGHT Scanner Utilities
Click&Scan
ScanTools Plus
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NSIGHT 20 Plus Scanner
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1. On the Wizard Completed dialog box, click Run
Document Imaging Test.
The Scan Validation Tool dialog box appears.
2. Select TWAIN and Scantron iNSIGHT 20 Plus,
and click OK.
The Connecting to Scanner message box appears, indicating that it may take a few minutes to connect to the scanner.
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Two image
display
Setup
Start Scanning
Getting Ready to Scan
The Scan Validation Tool appears.
3. Click Two image display (see the graphic above).
4. Click Setup (see the graphic above).
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NSIGHT 20 Plus Scanner
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The main Scantron iNSIGHT 20 Plus settings window opens.
a. Under Setting Shortcuts select Color Perfect
Page Document
b. Under Input document is, make sure that Two
Sided is selected.
c. Click OK to return to the Scan Validation Tool
window.
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Getting Ready to Scan
5. Place a two sided color document in the input tray,
and then click the Start Scanning icon (see the graphic on page 64).
The scanner scans the document. If both sides of the document display properly in the viewer, the scanner is ready for document imaging use. If you get an error, contact Scantron Customer Support as described in “Requesting Support” on page 153.

Step 3: Installing ScanTools Plus Software

IMPORTANT:
Perform this step only if your scanner came
bundled with ScanTools Plus data collection software.
CAUTION:
You must have the iNSIGHT Scanner Utilities
installed before installing ScanTools Plus.
Next, install ScanTools Plus data collection software. See Chapter 2 of the ScanTools Plus Installation Guide (included with your iNSIGHT 20/20 Plus scanner) for instructions on how to install the software.

Step 4: Configuring the Scanner

IMPORTANT:
bundled with ScanTools Plus data collection software.
CAUTION:
installed before you can configure the scanner.
Perform this step only if your scanner came
You must have the ScanTools Plus software
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NSIGHT 20 Plus Scanner
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1. Open ScanTools Plus from your operating system.
The ScanTools Plus window opens.
2. Select OptionsScanner Configuration... from the
ScanTools Plus menu. The Scanner Configuration dialog box opens.
a. Select iNSIGHT 20/20 Plus from the Scanner
Model drop-down list.
b. Select Write Operations Log.
c. Click Auto Configure.
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Getting Ready to Scan
NOTE:
If you get an error message, contact Scantron Customer Support as described in “Requesting Support” on page 153.
d. click OK to complete scanner configuration.

Step 5: Running the Data Collection Test

IMPORTANT:
Perform this step only if your scanner came
bundled with ScanTools Plus data collection software.
NOTE:
You can run only one of the following programs at a
time because they use the same driver:
iNSIGHT Scanner Utilities
Click&Scan
ScanTools Plus
In this section you will use ScanTools Plus software to perform data collection.
1. Open ScanTools Plus from your operating system.
The ScanTools Plus window opens.
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NSIGHT 20 Plus Scanner
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2. On the ScanTools Plus window, select 710 - Data
Collection Test from the Application drop-down list.
NOTE:
If the 710 - Data Collection Test application is not shown, it is possible that the path is pointing to a previously used directory. In the ScanTools program, select FilePaths. For the application path, browse to the following location:
C:\Scanner\ScanTools Plus\Applications
Click OK, and then select the application again. If this does not resolve the issue, contact Scantron Customer Support as described in “Requesting Support” on page 153.
3. Select 710 - Data Collection Test from the Data File
drop-down list.
4. Load the test forms: a. Find the pack of 16 pre-slugged (answers filled in)
General Purpose Answer Sheets #223127 (pack number 202-521-006).
These sheets have been marked with sample data. The 710 - Data Collection Test sample application is set up to collect only the Name data from these sheets.
b. Tap the sheets on a hard surface to align them.
c. Place the sheets into the input tray of the scanner
with the printed side down, and so that the three
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Form ID Marks
Getting Ready to Scan
black rectangular (Form ID) marks enter the scanner first.
5. Scan the sheets by clicking Scan in the ScanTools Plus
window.
The sheets should scan. If they do not, recheck your scanner installation. If you are unable to resolve the difficulty, contact Scantron Customer Support as described in “Requesting Support” on page 153.
When the scanner is done scanning, a scanner error message appears indicating that the input hopper is empty.
6. Click Stop Scanning to clear the dialog boxes so you
can view the data file.
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NSIGHT 20 Plus Scanner
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7. Select ViewData File in the ScanTools Plus menu
bar to review the data file. The data file opens.
8. Use the up and down buttons next to the Serial
Number combo box to page through the Name data for each sheet.
If correct data (for the Name field only) is present for each sheet, the test is complete and the scanner is ready to perform data collection tasks. For more infor­mation regarding how to perform data collection proj­ects start to finish, refer to the Elements of Data Collection (included with your scanner).
If data appears incorrect or is missing, contact Scantron Customer Support as described in “Requesting Support” on page 153.

Installation Complete

Installation is now complete. Be sure to familiarize yourself with the rest of the information in this guide.
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Handling the “Recalibrate the scanner” Message

Handling the “Recalibrate the scanner” Message
Scantron normally recommends calibrating the scanner only upon initial setup or under the guidance of a Scantron Customer Support Representative. However, there are certain situations where you may get an error message similar to the one below recommending that you recalibrate the scanner.
The possible causes of this error message are:
If calibration was unsuccessful.
If you aborted the installation procedure before calibration was completed.
If you moved the scanner to a new host computer.
If you swapped out a defective scanner for a new one.
If one of these conditions applies to you, you will need to recalibrate the scanner. See “Step 1: Calibrating Your iNSIGHT 20 Plus” on page 57, and follow the procedure there to recalibrate the scanner.
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Uninstalling iNSIGHT Scanner Utilities Software

Uninstalling
i
NSIGHT Scanner Utilities Software
NOTE:
Perform the following steps only if you want to
uninstall the software.
If you want to uninstall the drivers and scanner utilities software, it is important to do so in the correct order to avoid leaving any empty program groups in the programs menu. Use the following procedure:
1. Before uninstalling any programs, close all programs
and turn off the scanner.
2. Open the Control Panel and access the list of
programs.
3. Uninstall the software in the following order:
a. Click&Scan
b. Scantron iNSIGHT Scanner Utilities
NOTE:
If you uninstalled the software in an order different from that specified above, you will need to remove the empty program groups (for example, Document Imaging).

Uninstalling ScanTools Plus Software

IMPORTANT:
scanner came bundled with ScanTools Plus data collection software.
If you want to uninstall the ScanTools Plus software, see Chapter 2 of the ScanTools Plus Installation Guide (included with your iNSIGHT 20/20 Plus scanner) for instructions.
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This procedure is applicable only if your
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Updating the iNSIGHT Scanner Utilities Software

Updating the
i
NSIGHT Scanner Utilities Software
CAUTION:
It is important to turn the scanner off during the software update because the new firmware is loaded into the scanner upon power up. Failure to turn off the scanner during the update will result in the old firmware remaining resident in the scanner.
To update the iNSIGHT Scanner Utilities software use the following procedure:
1. Insert the iNSIGHT Scanner Utilities CD into the
CD-ROM drive of the host computer. The setup program starts automatically.
NOTE:
If the CD does not start automatically, browse to
the CD-ROM drive, and double-click setup.exe.
The Welcome... dialog box opens.
NOTE:
If you uninstalled the software prior to performing the update, the install application performs a complete installation. See “Installing the iNSIGHT Scanner Utilities Software” on page 47 for instructions on a complete re­installation.
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2. Select Repair and click Next.
3. Click Install and follow the on screen instructions.
NOTES:
You do not need to recalibrate the scanner or run the document imaging test when the update is complete.
If the calibration file is missing when you attempt to exit the installation, you will be prompted to run the calibration program.
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NOTES
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NSIGHT 20 Plus Scanner
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In this chapter:
Click&Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 80
The Main Scanner Window . . . . . . . . . . . . . . . . page 91
Chapter 4:

Document Imaging Basics

4
Document Imaging
Bundled Software
Operator’s Guide 77
Document imaging is the process of scanning and processing black & white, grayscale, or color images. A common use of document imaging is digitally storing documents such as patient records, student work, invoices, census documents, photographs, and more.
The iNSIGHT 20 Plus scanner comes with Click&Scan software that you can use for your day-to-day on demand scanning.

Main Software Interfaces

With the document imaging software that came with your scanner, there are three main software interfaces. We introduce them to you below.
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Click&Scan Software
Click&Scan is a more powerful program intended to fulfill your daily ad hoc scanning needs. Through the Click&Scan interface, you can choose from nine different scanning options that you can configure based on your needs.
Main Scanner Window (TWAIN Driver Interface)
The Main Scanner window gives you access to all settings that precisely define how you want to scan your images. You can save and name up to 60 setting shortcuts, each having unique control settings over how the images are scanned.
This window gives you access to the Image, Advanced, and Device settings that are saved with the setting shortcut. Those settings are actually the TWAIN driver (scanner controller) interface. Click&Scan software provides access to these settings. If you use other TWAIN
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applications with the scanner, they may also use this TWAIN interface.
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Click&Scan

Click&Scan

Click&Scan Functionality

NOTE:
You can run only one of the following programs at a time because they use the same driver: Click&Scan, ScanTools Plus, and the iNSIGHT Scanner Utilities.
Click&Scan software allows you to quickly and easily perform common scanning tasks. Predefined functions are installed with the software, however, you can reconfigure Click&Scan to handle tasks that are the most important to you. You can perform any of the tasks by selecting the function from the Click&Scan function listing. Different scanning functions can be assigned and executed.
After you have installed the scanner, software drivers, and application software restarted your computer, a Scanner icon appears on your screen or in the system tray, depending on your operating system.
NOTE:
If the Scanner icon indicates that the scanner is not ready, turn the scanner off and then on again.
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NSIGHT 20 Plus Scanner
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Click&Scan
Click the Scanner icon to display the Click&Scan menu. This list displays the currently configured functions.
Function listing: Click one of the functions to run the assigned task.
Configure: Select Configure to change the settings assigned to a function.
About: Displays the version number and other information about Click&Scan.
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Click&Scan

Configuration Dialog Box

The configuration dialog box allows you to change the settings associated with each of the nine function numbers.
When you select Configure from the function listing, the configuration dialog box appears.
Task shortcut: Select the function (1 through 9) that you want to modify.
Rename: Displays the Rename dialog box which allows you to enter a new name for the Tas k shortcut.
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NSIGHT 20 Plus Scanner
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Click&Scan
Scan To Settings
Destination: Allows you to select one of the following options:
File: Creates an electronic file from the scanned
documents and saves it in the location specified in the Folder path using the current date and sequence number as the name.
Application: Creates an electronic file from the
scanned documents, saves the file using the cur­rent date and sequence number as the name, then launches the appropriate application program for the saved file. For example, if your system is set up to use Adobe Reader to read PDF files, the saved file will be opened using Adobe Reader.
E-mail: Creates an electronic file from the
scanned documents, saves the file using the cur­rent date and sequence number as the name, then launches your default E-mail program with the saved file included as an attachment.
Printer/Fax Printer: Sends the scanned docu-
ments to the printer or fax printer. (This function does not save the scanned documents as a file.)
NOTE:
If you select Printer/Fax Printer, the Scan
To options change.
Display settings prior to printing: If selected, the Print dialog box appears after the document(s) are scanned, allowing you to select the printer and set the print options. The Print dialog box appears each time the function is run.
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Click&Scan
Settings: Displays the Print dialog box allowing you to select a different printer or different set of print options for this function. These settings will be saved and used by default each time the function is run. This option is not available if Display settings prior to printing is checked.
Edit images prior to saving/emailing/printing — If selected, the scanned images appears in an Edit window to allow for editing.
File Type: Select one of these options based on how you want to save or send the scanned image(s). Avail­able formats are:
PDF: Adobe PDF files (Portable Document Files)
look exactly like original documents and preserve the fonts, images, graphics and layout of the source files regardless of the application and plat­form used to create it.
TIFF - Multi-page: Combines all the scanned
images into a single TIFF file.
JPEG/TIFF - Single page: If you are scanning
documents with multiple pages or sides, each page or side is saved as a separate JPEG or TIFF file.
Folder: Type the folder name where you want to save the scanned images or click Browse to locate the folder.
File Name Prefix: When images are scanned, they are automatically assigned a unique file name.
For example, if you choose to scan your documents as PDF files, the software automatically assigns the date and sequence number for each image: 2XXX-XX­27(1).pdf (for the first PDF file created), 2XXX-XX­27(2) for the second PDF file created, and so on.
If you want to add a prefix to the file name, it is attached to the beginning of each file name. For example, if you want the word “Invoice” before the
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NSIGHT 20 Plus Scanner
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Click&Scan
file name, type “Invoice” in the File name prefix field. The files will be named: Invoice2XXX-XX-27(1); Invoice2008-09-27(2), and so on.
Name file prior to saving/sending: if selected, the Save As dialog box appears after the document(s) are scanned, allowing you to specify the name of the file and the location where it will be stored. The Save As dialog box appears each time the function is run.
Scan As Settings
Setting Shortcut: displays the name of the Setting Shortcut used on the Main Scanner window. This is
the shortcut to the collection of scanner settings being used by the scanner.
Display settings prior to scanning: if selected, the Main Scanner window appears before the document(s) are scanned, allowing you to select the scanner Setting Shortcut. The Main Scanner window appears each time the function is run.
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Click&Scan
Settings: displays the Main Scanner window allowing you to select a different Setting Shortcut for this function. The new Setting Shortcut will be saved and used by default each time the function is run.
OK: Closes the configuration dialog box. If you made changes in the configuration dialog box and you did not save your changes, a message appears.
Cancel: Closes the Confirm dialog box without
saving any unapplied changes.
Yes: Saves any changes made on the configuration
dialog box.
No: Closes the configuration dialog box without
saving any changes.

Using Function Numbers

When you have assigned the function numbers, they can be easily launched from the Click&Scan icon or from the buttons on the front of the scanner
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NSIGHT 20 Plus Scanner
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From the Click&Scan Icon.
1.
Click the Click&Scan icon to display the function listing.
Click&Scan
2.
Select the function number you want to run.
From the Buttons on the Front of the Scanner
1.
Select the number for the function you want to run using the scroll (top) button on the scanner. The number of the function is displayed in the function window.
NOTE:
The numbers correspond to the Click&Scan
icon function numbers (see above).
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