DocuMate 520
scanner
installation guide
Copyright © 2003 Visioneer, Inc.
Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the
copyright laws.
Xerox ®, the digital X ® are registered trademarks of Xerox Corporation in the United States and/or other countries and
are used under license. DocuMate is a trademark of Xerox Corporation used under license. All other Xerox product names
and product numbers mentioned in this publication are trademarks of Xerox Corporation.
The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort brand name and logo are
registered trademarks of ScanSoft, Inc.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows is a trademark of Microsoft Corporation.
TextBridge is a registered trademark of ScanSoft, Inc. ZyINDEX is a registered trademark of ZyLAB International, Inc.
ZyINDEX toolkit portions, Copyright © 1990-1998, ZyLAB International, Inc. All Rights Reserved. All other products
mentioned herein may be trademarks of their respective companies.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer. The
software described is furnished under a licensing agreement. The software may be used or copied only in accordance with
the terms of such an agreement. It is against the law to copy the software on any medium except as specifically allowed in
the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to
another language, for any purpose other than the licensee's personal use and as specifically allowed in the licensing
agreement, without the express written permission of Visioneer.
Part Number: 05-0595-000
Restricted Rights Legend
Use, duplication, or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of the Rights in
Technical Data and Computer Software Clause 52.227-FAR14. Material scanned by this product may be protected by
governmental laws and other regulations, such as copyright laws. The customer is solely responsible for complying with all
such laws and regulations.
FCC Radio Frequency Interference Statement
This equipment has been tested and found to comply with the limits for the class B digital device,
pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection
against 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 instructions, 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 and 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 help.
This equipment has been certified to comply with the limits for a class B computing device, pursuant
to FCC Rules. In order to maintain compliance with FCC regulations, shielded cables must be used
with this equipment. Operation with non-approved equipment or unshielded cables is likely to result
in interference to radio and TV reception. The user is cautioned that changes and modifications
made to the equipment without the approval of manufacturer could void the user's authority to
operate this equipment.
This device complies with part 15 of the FCC Rules. Operation is subject to the following two
conditions: (1) This device may not cause harmful interference, and (2) this device must accept any
interference received, including interference that may cause undesired operation.
Table of Contents
Welcome
What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Xerox DocuMate 520 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Installation
Step 1: Assemble the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Step 2: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Step 3: Connect and Power On the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Step 4: Connect the USB Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Check Out the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Scanning from Buttons
Loading Documents to Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Scanning from the Buttons on the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
About the Buttons on the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Scanning from the Button Panel on the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
About the Buttons on the Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Configuring the Scanner and Screen Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
About the Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Selecting New Options for the Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Creating New Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Editing Button Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Scanning from PaperPort
Your Scanner and the TWAIN Standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
If your computer is running Windows ME or XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Scanning from Windows 98SE, ME, 2000, or XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adjusting the Image with the Scan Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Adjusting the Image Type, Resolution, Brightness and Contrast . . . . . . . . . . . . . . . . . . . . . . . . 36
Adjusting the Output Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Setting the Scan Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Reversing the Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Adjusting Color and Gray Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Adjusting Color Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Adjusting the Scanner’s Power Saving Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Scanning from Windows ME or XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
DocuMate 520 Scanner Installation Guide v
Maintenance
Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Care and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Cleaning the Scanner Glass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Step 1: Uninstalling the DocuMate Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Step 2: Uninstalling the PaperPort Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
DocuMate 520 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Xerox DocuMate 520 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
DocuMate 520 Scanner Installation Guide vi
What’s in the Box
Welcome
Your new Xerox DocuMate 520 scanner can scan stacks of items
or single items, and place their images on your computer.
WARNING: Do not plug in the USB cable until after you have
installed the software. Carefully follow the steps and sequence
described in the installation procedure beginning on page 5.
Before proceeding, check the contents of the box. If items are
missing or damaged, contact the dealer where you purchased the
scanner.
DocuMate 520 Scanner
Paper Guide Paper Guide Extension
Replaceable ADF
Pad
Installation CD
Paper Stop
AC Power CableUSB Cable
Power Supply
Installation Guide and
Quick Install Card
DocuMate 520 Scanner Installation Guide 1
Welcome
The Xerox DocuMate 520 Scanner
Document Cover
Document Pad
Glass
Reference Frame
Paper Stop
Paper Guide Extension
Paper Guide
Automatic Document Feeder
DocuMate Buttons and Status Light
USB Port
ADF port
Power jack
Power On/Off Switch
ADF Cable
2 DocuMate 520 Scanner Installation Guide
Welcome
Document Cover—Protects the document from light and
contamination during scanning.
Document Pad—Helps secure the document in place on the
scanner glass.
Reference Frame—Provides markings that show where to align
various paper sizes.
Glass—Items are placed face down at the upper left corner of the
glass.
Paper Stop—Holds items in place as they are ejected from the
Automatic Document Feeder. Adjust for letter-sized or legal-sized
pages.
Paper Guide Extension—Unfolds to support multiple pages to
scan.
Paper Guide—Holds pages in place. Adjust to fit the size of the
paper to scan.
Automatic Document Feeder (ADF)—Feeds one page at a time
onto the glass for scanning.
Lock—Locks or unlocks the scanning head, located on the
underside of the scanner.
DocuMate Buttons—Allows scanning directly from the scanner.
Status Light—Shows the scanner’s status. Blinking green light:
the scanner is preparing itself or the lamp is warming up. Steady
green light: the scanner is on and ready to scan. See
“Troubleshooting” on page 59 for additional details.
USB Port—Connects the scanner to the computer.
ADF Port—Connects the ADF cable from the Automatic Document
Feeder to the scanner.
Power Jack—Connects the power cord to the scanner.
Power On/Off Switch—Turns the scanner’s power on and off.
ADF Cable—Supplies power from the scanner body to the
Automatic Document Feeder.
DocuMate 520 Scanner Installation Guide 3
Welcome
What You Need
An IBM-compatible Pentium PC with:
• A CD-ROM drive
• An available Universal Serial Bus (USB) port; 1.1 or 2.0
• Microsoft Windows operating system: 98SE, 2000, ME, or XP
• Available internal memory (RAM) as follows:
• 64 MB or more
• 128 MB recommended for Windows XP
• 200 MB of free hard disk space
A VGA or SVGA Monitor
Recommended settings for your monitor are as many colors as
possible—High Color (16-bit), True Color (24-bit or 32-bit). Set the
resolution to at least 800 by 600 pixels.
Documentation
To set your monitor’s colors and resolution, open the Windows
Control Panel, double-click Display, and then click the Settings tab.
Your scanner is delivered with the following documentation:
• Quick Install Card—abbreviated installation instructions.
• DocuMate 520 Scanner Installation Guide—on the Installation
CD; contains detailed installation, scanning, configuration, and
maintenance information.
• Online Help—for the scanner, Scan Manager, and PaperPort
software applications.
4 DocuMate 520 Scanner Installation Guide
Installation
NOTE: Do not plug in the USB cable until after you have
installed the software. Complete the installation steps in the order
described in the installation procedure below.
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect and power on the scanner
4. Connect the USB cable to your computer
Step 1: Assemble the Scanner
Installation
All the components to assemble the scanner are included in the
box.
To assemble the scanner:
1. Remove all shipping tape from the top and bottom of the
scanner.
DocuMate 520 Scanner Installation Guide 5
Installation
2. Slide the locking tab on the bottom of the scanner to its
unlocked position.
Unlocked position
NOTE: The locking tab protects the scanner’s scan head by
holding it securely in position. Lock the scanner when transporting
it from one location to another, but always remember to unlock it
before scanning. The scanner will not scan when locked.
3. Insert the slots (A) on the Paper Guide onto their tabs (B) on
the scanner and slide the Guide down into place. The catch
tabs (C) snap into place. Refer to the picture on page 2 to see
the location of the assembled parts.
A
B
C
6 DocuMate 520 Scanner Installation Guide
Installation
4. Insert the Paper Guide Extension into the Paper Guide and
snap its tabs into place.
5. Insert the Paper Stop onto the back of the scanner and slide it
downward to snap its tabs into place.
6. Proceed to “Step 2: Install the Software”.
DocuMate 520 Scanner Installation Guide 7
Installation
Step 2: Install the Software
The Installation CD includes all the necessary installation files, as
well as the PaperPort software files and other software files.
To install the software:
1. Start Microsoft Windows and make sure that no other
applications are running.
2. Insert the installation CD into your computer’s CD-ROM drive.
The CD automatically starts.
NOTE: If the CD does not automatically start, check the
following:
• Make sure the CD drive’s door is completely shut.
• Click the My Computer icon on your desktop. Double-click
the icon for your CD-ROM drive. In the list of files on the CD,
double-click the file named START32.EXE.
3. On the installation menu, select Install Products.
The next installation screen appears.
8 DocuMate 520 Scanner Installation Guide
Installation
4. Click in the boxes for Scansoft PaperPort and Scanner
Driver.
If you want to also install the other software, click their boxes
as well.
5. Click Install Now.
6. On the PaperPort 9.0 Welcome window, click Next.
Installing PaperPort 9.0 will uninstall any previous, existing
version of PaperPort and install PaperPort 9.0 while retaining
all of your PaperPort files.
7. On the License Agreement window, read the ScanSoft license
agreement. If you accept the terms, select I accept the terms
in the license agreement, and then click Next.
8. On the Customer Information window, accept the current
values or enter new information, and then click Next.
9. On the Setup Type window, click Next.
10. Click Install to begin the installation.
11. On the Product Registration window, do one of the following:
•Select Register online, click OK, and then follow the
registration instructions.
•Select Print registration form, click OK, and then follow
the instructions to complete and print the registration form.
•Select Remind me in 7 days and click OK.
12. At the Installshield Wizard Completed window, click Finish.
13. On the Xerox DocuMate 520 Installshield Wizard window, click
Next.
14. On the Xerox License Agreement window, read the agreement.
If you accept the terms, select I Agree, and click Next.
DocuMate 520 Scanner Installation Guide 9
Installation
15. On the Xerox Scanner Registration window, complete the
required information, and then click Register.
Note that the serial number for your scanner is located on the
side of the scanner body.
Serial Number
16. When you see the Connect Scanner window, STOP. Do NOT
click Finish. Leave the window open and proceed to the next
section,“Step 3: Connect and Power On the Scanner”.
10 DocuMate 520 Scanner Installation Guide
Step 3: Connect and Power On the Scanner
Connect the ADF cable, connect the scanner to a power source,
and turn the power on.
To connect the scanner and turn the power on:
1. Plug the ADF cable into the ADF port on the body of the
scanner.
Installation
2. Plug the power supply into its power port on the scanner.
3. Plug the power cord into the power supply and then into a wall
outlet.
DocuMate 520 Scanner Installation Guide 11
Installation
4. Turn on the power switch, located on the back of the scanner to
the right of the power port.
The status light comes on and flashes indicating that the
scanner is receiving power.
Step 4: Connect the USB Cable
Your DocuMate 520 scanner connects to any available USB port.
Check your computer’s manual for the USB port locations.
NOTE: You do not have to shut off the power to your computer
when connecting the scanner to a USB port.
1. Plug the USB cable into the USB port on the scanner. The USB
port is identified by its USB symbol.
2. Plug the USB cable into a USB port on the computer,
keyboard, or into a USB hub.
NOTE: If you have not installed the software, unplug the USB
cable from the computer and install the software now. When the
software installation is complete, a message tells you to connect
the scanner.
12 DocuMate 520 Scanner Installation Guide
Installation
NOTE: If you are using Windows XP and have plugged the USB
cable into a USB 1.1 port, an information bubble opens explaining
that “A HI-SPEED USB device is plugged into a non-HI-SPEED
USB hub”. Plug the USB cable into a USB 2.0 port (if available) or
disregard the message.
Your computer recognizes that a scanner is plugged into the
USB port and loads the appropriate software to run the
scanner.
3. When the software is finished loading, return to the Connect
Scanner window and click Finish.
Click Finish
4. When installation is finished, click Exit on the Xerox DocuMate
520 window and restart your computer.
If you selected other software to install from the CD, leave the
CD in the CD drive when you restart your computer.
If you removed the CD from the CD drive and want to install
other software, reinsert the CD into the drive.
In addition to installing the other software from the CD, you can
also view and print the User Guides and Installation Guide.
DocuMate 520 Scanner Installation Guide 13
Installation
Check Out the Scanner
After installing the scanner and software, you will see a scanner
icon on the Windows taskbar (at the bottom right corner of the
computer screen). If the scanner is properly connected, the
scanner icon looks like the one pictured below.
Scanner Icon
If the Scanner Is Not Properly Connected
If the scanner icon on the Windows taskbar has a red “X” through
it, the scanner is not properly connected.
Check for one of these possible problems:
• Is a cable loose or not plugged in securely? Inspect all
cable connections. Make sure all the cables are plugged in
securely.
• Is the scanner’s power light on? If the light does not come
on, plug the power adapter into another electrical outlet.
• Is the scanner’s locking tab in the locked position? Slide
the locking tab to the unlocked position. If you tried to scan with
the scanner locked, you must restart your computer after
unlocking the scanner.
• Did you restart the computer after installing the software?
If you didn’t restart the computer, it may not have loaded all of
the software files. Try restarting your computer.
Refer to the Readme file on your installation CD. The Readme file
contains additional information that may help you diagnose
problems connecting the scanner. Also see “Troubleshooting” on
page 59 for more information.
14 DocuMate 520 Scanner Installation Guide
Installation
To connect the scanner:
1. After checking for all the above problems, right-click the
scanner icon with the red X over it.
The shortcut menu appears.
2. Choose Connect from the shortcut menu.
The software finds the scanner and makes the connection. The
scanner icon will no longer have a red X through it, and you’re
ready to begin scanning.
If you try all the troubleshooting procedures described above and
in the Readme file, and the scanner icon still has a red X through it,
you may have a malfunctioning scanner. Visit our Web site at
www.xeroxscanners.com for technical support information.
DocuMate 520 Scanner Installation Guide 15
Scanning from Buttons
Scanning from Buttons
This chapter explains how to scan documents using the buttons on
your DocuMate 520 scanner and the button panel on your
computer screen.
Loading Documents to Scan
Your scanner can scan a stack of documents or a single item.
To load a stack of documents in the Automatic
Document Feeder:
1. Unfold the Paper Guide Extension and adjust the Paper Guide
for the size of paper.
You can also adjust the Paper Stop at the back of the scanner
for the size of the paper. Pull out the slide on the Stop for lettersized pages. Push it in for legal-sized pages.
NOTE: Remove any staples or paper clips from the documents
before loading them into the Automatic Document Feeder.
Staples and paper clips can jam the feed mechanism and scratch
the glass.
16 DocuMate 520 Scanner Installation Guide
Scanning from Buttons
2. Load the stack of documents face up, with their tops into the
Automatic Document Feeder.
IMPORTANT: Items scanned using the Automatic Document
Feeder must be a minimum of 5 x 7 inches (12.7 x 17.8 cm).
To load a single item:
1. Place the item on the scanner glass, face down.
2. Align the item with the arrow on the reference frame.
3. Close the cover.
DocuMate 520 Scanner Installation Guide 17
Scanning from Buttons
Scanning from the Buttons on the Scanner
Pressing a scanner button scans the item and then sends the
image to the printer or a software application on your computer.
To scan by pressing a button on the scanner:
1. Load a stack of documents in the Automatic Document Feeder
or place an item face-down on the glass. See “Loading
Documents to Scan” on page 16 for details.
2. Close the document cover, and press a scanner button.
The scanner starts scanning. The scan progress window
shows a small copy of the image, as illustrated by this example:
The scanned image appears in the destination software. In this
example, the destination software is the PaperPort desktop.
18 DocuMate 520 Scanner Installation Guide
About the Buttons on the Scanner
The scanner buttons are preconfigured to scan items at various
settings and then send the scanned image to a preselected
destination software application. You can change the settings for
each button. See “About the Configuration Dialog Box” on page 20.
The following table lists the scanner’s preconfigured button
settings:
Button Preconfigured Settings
E-Mail Scans the item as a color photo and attaches it to a
new email message in your email application
Copy Prints the scanned item in black and white on your
printer/copier at the printer/copier’s default
resolution
Scanning from Buttons
Scan Scans the item as an 8.5" x 11" black and white
page and displays it in the PaperPort application
NOTE: If a button is not preconfigured, the Configuration dialog
box opens on your computer screen so you can configure it
manually. For example, if your computer does not have email
software installed, the E-mail button is not preconfigured.
Scanning from the Button Panel on the Screen
Scanning from the button panel on the screen is just like pressing a
scanner button, except you click the button on the computer
screen. The scanner scans the item and then sends the image to
the printer or a destination application on your computer. This
method of scanning is especially helpful if the scanner is not
located close to your computer.
To scan from the screen:
1. Load a stack of documents in the Automatic Document Feeder,
or place an item face-down on the glass. See “Loading
Documents to Scan” on page 16 for details.
DocuMate 520 Scanner Installation Guide 19
Scanning from Buttons
About the Buttons on the Button Panel
2. Close the cover and click the scanner icon on the Windows
taskbar.
3. On the scanner button panel, click one of the scan buttons.
The scanner starts scanning the item. Messages about the
scanning appear above the Windows taskbar and the progress
window shows the image as it is scanned. When the scan is
complete, the scanned image appears in the destination
application.
The icons on the buttons indicate the destination application for the
scanned image. For example, in the illustration above, the icon on
the email button is for the email application, MS Outlook Express.
When you click the email button, the item is scanned, and then MS
Outlook Express opens. In this case, the scanned image
automatically becomes an attachment to send with an email
message.
A question mark icon on a button means your computer does not
have an application that corresponds to that button’s functions. For
example, if your computer does not have an email application, the
Email button will have a question mark icon on it.
Configuring the Scanner and Screen Buttons
When you first connect your scanner to a computer, the scanner’s
software configures each button with appropriate settings. Using
the Configuration dialog box, you can create new configurations
with settings that meet your specific scanning requirements.
About the Configuration Dialog Box
The Configuration dialog box shows the current settings for each
button on the scanner and screen panel.
The tabs across the top of the dialog box correspond to the
buttons. Clicking a tab shows the current settings for the
corresponding button on the scanner.
20 DocuMate 520 Scanner Installation Guide
Scanning from Buttons
For example, the following figure shows the current settings for the
Scan button because the Scan tab is selected. The Scan button
will scan the item with the configuration named Scan Document
(OCR Quality), and then open PaperPort to display the scanned
image. The Format and Page(s) option is set to scan in the
PaperPort file format using the automatic document feeder.
Select a software
application where
to send the
scanned image.
Click to set
preferences.
Select a
setting for
scanning
the item.
Select format
and page(s)
options for the
button
See “Setting Preferences” on page 29 for settings on the
Preferences tab.
IMPORTANT: To get additional help with the scanner’s features
and options in the Configuration dialog box, do one of the
following:
• Press the F1 key on your keyboard.
• Click the Help button at the top-right of the dialog box.
DocuMate 520 Scanner Installation Guide 21
Scanning from Buttons
Opening the Configuration Dialog Box
You can open the Configuration dialog box from the scanner’s
shortcut menu, or the Button Panel on the screen, or from the
Windows Start menu.
To open the Configuration dialog box from the
shortcut menu:
1. Right-click the scanner icon.
Scanner icon
The shortcut menu appears.
2. Click Configure on the shortcut menu.
The Configuration dialog box opens. Click the tab that
corresponds to the button you want to configure.
To open the Configuration dialog box from the
Button Panel:
1. Right-click the button you want to configure.
The Configuration dialog box opens. The tab for the scan
button you clicked is selected for you.
22 DocuMate 520 Scanner Installation Guide
To open the Configuration dialog box from the Windows
Start menu:
1. On the Windows taskbar, click Start, point to Programs, point
to ScanSoft PaperPort 9.0, and then click DocuMate
Configure.
The Configuration dialog box opens. Click the tab that
corresponds to the button you want to configure
Configuration Dialog Box Options
The options on the Configuration dialog box are:
Select Destination—the list of applications that you can use to
display the scanned image. Select the application that will
automatically open and display or process the scanned image.
Select Configuration—the list of the button’s scan configurations.
The configuration settings include: color, black and white, or
grayscale, resolution in dots per inch (dpi), page size, brightness,
and contrast. To see the details about a configuration, click its icon
in the list. Click the icon again to close the detailed information.
Scanning from Buttons
Clicking an icon expands
the configuration to show
its settings.
Select Format and Page(s)—a set of options for selecting a
format for the scanned image and whether to scan a single page,
multiple pages, or from the automatic document feeder. The
formats are bitmap and PaperPort. Use PaperPort for scanning
any item. Bitmaps are usually used for photos and artwork. The
page icons represent single, multiple page, or ADF scanning. The
displayed options are dependent upon the application selected in
the Select Destination list.
Single page
Multiple pages
ADF
Multiple pages
Multiple pages, stacked
on PaperPort desktop
ADF
DocuMate 520 Scanner Installation Guide 23
Scanning from Buttons
Selecting New Options for the Buttons
Options—opens a dialog box for selecting options for the
destination application for the scanned image. Each destination
application has its own options dialog box.
Using the Configuration dialog box, you can select a new
destination application, configuration, and image format for a
scanner button to optimize it for the type of scanning you want to
do.
To select new options for a scanner button:
1. On the Windows taskbar, right-click the scanner icon to see the
shortcut menu, and then click Configure to open the
Configuration dialog box.
The Configuration dialog box opens. Click the tab that
corresponds to the button you want to configure.
2. To change the application used to view and work with the
scanned image, scroll the list of applications in the Select
Destination list and click the application you want to use.
NOTE: If you select a word processing program such as
Microsoft WordPad or Microsoft Word and a configuration for
OCR, the text in scanned images is automatically converted to
word processing text by the optical character recognition (OCR)
software that you receive with the scanner. The converted text
then appears in the selected destination application.
3. To change the selected scan configuration for the selected
Destination Application, click an item in the Select
Configuration.
The configurations are preset for the application you select in
the application list. If you select another application, the
configurations are for that application.
4. To change the scan format and page option(s) for the button,
select one of the Format and Page(s) options.
5. Click OK.
Now when you press the scanner button, it scans the image
using the new configuration settings and displays the scanned
image in the new destination application.
24 DocuMate 520 Scanner Installation Guide
Creating New Configurations
Each scanner button has preset configurations that you cannot
change. These preset configurations are shown in the Select
Configuration list on the Configuration dialog box. If you want to
scan with settings other than those offered by the preset
configurations, you must first create a new configuration and then
use it to scan. Your new configuration is saved in the Select
Configuration list so that you can use it again. You can also change
the settings on configurations that you create.
Note that each new configuration applies to both the scanner
button and destination application that you select when creating
the configuration.
To create a new configuration:
1. From the Windows Start menu choose Program Files, point to
ScanSoft PaperPort 9.0, and then DocuMate Configure.
The Configuration dialog box opens.
Scanning from Buttons
2. Click the tab of the button that you want to associate with the
new configuration.
3. Select the destination application that you want to associate
with the new configuration.
4. Click New to start creating a new configuration.
You can also click Copy to copy a preset configuration and
change its settings and save it as a new configuration.
5. On the New Scan Configuration dialog box, type a name for
your new configuration.
DocuMate 520 Scanner Installation Guide 25
Scanning from Buttons
6. With the Scan Settings tab selected, set the scan settings for
the new configuration.
Mode—Select Black/White to scan in black and white. For
example, letters and memos are usually scanned in black and
white. Select Grayscale to scan items such as documents
containing drawings or black and white photographs. The
scanning produces an image in varying shades of gray. Select
Color to scan color photographs and other color items.
Resolution—Drag the slider to the right or left to adjust the
dots per inch (dpi) of the resolution. The maximum resolution is
600 dpi; the minimum is 100 dpi. The higher the dpi setting, the
sharper and clearer the scanned image. However, higher dpi
settings take longer to scan and produce larger files for the
scanned images.
Brightness and Contrast—Drag the sliders to the right or left
to adjust the brightness and contrast of the scanned image.
The Contrast setting does not apply to the Black/White mode.
7. Click the Page Settings tab to set the scan page settings.
Page Size—Click a page size from the drop-down list. The
outlines on the picture represent the various page sizes.
Clicking one of those outlines also selects it as the page size
for the scan. If you select the Custom option from the dropdown list, boxes appear in place of the picture. Enter the
horizontal and vertical page dimensions in the boxes.
AutoCrop—Select this option to let the scanner automatically
determine the size of the item being scanned. For example, if
you put a photo in the middle of the glass, the scanner will
automatically determine the size of the photo. When AutoCrop
is selected, the scanner makes two passes—the first pass
senses the item’s size, and the second pass scans the image.
This option overrides the Page Size menu selection.
DeScreen—Select this option when scanning a picture from a
newspaper or magazine article, or other items that contains
images with patterns or dots. Scans of patterns or dots
sometimes have a distorted or wavy appearance. The scanner
26 DocuMate 520 Scanner Installation Guide
Scanning from Buttons
scans the item to compensate for the patterns and dots, and
produces a clearer image. The scanning may slow down a bit
when this option is selected. You don’t need to select this
option when scanning photographs. The DeScreen setting
does not apply to the Black/White mode.
Gamma—Drag the slider to improve how the colors in a
scanned image look on your monitor. Gamma correction allows
you to achieve precise color matching. Because the computer
cannot always transmit the exact color information to the
hardware, you may have to make some color adjustments
using the Gamma feature.
The default Gamma setting works fine in most cases and
normally does not need to be adjusted.
8. Click OK to save the new configuration.
On the Configuration dialog box, make sure the configuration
you just defined is selected.
9. To set the new configuration for use by the scanner button,
select the configuration and then click OK.
NOTE: If you select the Copy/Print button, the New Scan
Configuration dialog box will have a Device tab for setting
specific options for the printer or copier.
Editing Button Configurations
You cannot edit the preset button configurations; you can only edit
those configurations that you created yourself.
To edit a configuration:
1. From the Windows Start menu choose Program Files, point to
ScanSoft PaperPort 9,0, and then DocuMate Configure.
The Configuration dialog box opens.
2. Click the tab of button that has the configuration associated
with it.
3. Select the destination application that has the configuration
associated with it.
DocuMate 520 Scanner Installation Guide 27
Scanning from Buttons
4. In the Select Configuration list, click the configuration you want
to edit. The selection must be a configuration you created.
For example, the following figure shows a configuration named
Special Scan for Dark Print (which you would have created
earlier).
5. Click the Edit button.
The Edit Scan Configuration dialog box opens.
6. Edit the scan and page settings (and device settings if you are
editing a Copy/Print button configuration) and click OK.
7. Click OK to close the Configuration dialog box.
The adjusted settings now apply to the button and destination
application.
28 DocuMate 520 Scanner Installation Guide
Setting Preferences
The preferences options apply to each button and to the scanner.
To set preferences:
1. On the Configuration dialog box, select the tab for a button to
2. Click the Preferences tab on the Configuration dialog box.
Scanning from Buttons
set its preferences.
Preferences tab
The Preferences dialog box opens. The dialog box shows
which button you selected for new preferences.
The name of the button to receive new preferences
If the Button tab is not selected, click it.
Show All Destinations—Click this option to select all the
destination applications categories. When you click the button’s
tab on the Configuration dialog box, its list of destination
applications includes all of the applications on your computer
that fall into these categories. For example, the destination
applications for the email button are usually email applications.
By selecting the Show All Destinations option as the preference
for the email button, all the other types of applications are
included in the list of email destination applications.
Select Destinations—Select this option to individually choose
the types of applications to include in the button’s list of
destination applications. Click in the boxes for the types of
applications to include in the button’s list.
Show Scan Progress Window—Select this option to see the
window that shows a rendition of the image during scanning.
DocuMate 520 Scanner Installation Guide 29
Scanning from Buttons
3. Click the General tab to set preferences for the scanner.
Show Status Window—Select this option to see the small
window at the bottom right corner of the screen that shows the
status of the scanning and other information as shown in this
sample:
Show Scanner Icon in Windows Taskbar—Select this option
to see the small icon representing the scanner in the Windows
taskbar.
Folder for Temporary Images—Click the Folder button and
then select a folder for the scanner’s temporary images. During
scanning, a temporary file contains scan information about the
image. Because temporary image files can sometimes be
large, select a folder that has sufficient disk space available.
4. Click OK.
30 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
Instead of using a scanner button, you can scan directly from the
PaperPort software. This is particularly helpful when you are using
PaperPort to file and save your scanned items.
Your Scanner and the TWAIN Standard
Your scanner uses the TWAIN standard for scanning. TWAIN is a
widely recognized procedure that computers use to receive images
from scanners, digital cameras, and other digital devices. The
PaperPort software application that you received with your scanner
uses the TWAIN standard, and this guide shows how to scan with
it. Many other graphics and imaging applications also comply with
the TWAIN standard, so you can use your scanner with those
applications too. To use your scanner with other TWAIN-compliant
software, please refer to their user guides.
Scanning from PaperPort
If your computer is running Windows ME or XP
Instead of using the TWAIN standard, your scanner can also use
Microsoft’s Windows Image Application (WIA) standard for
scanning, which is also available from other applications.
Therefore, you can use your scanner with other applications on a
computer running Windows ME or XP too. See “Scanning from
Windows ME or XP” on page 51.
Scanning from Windows 98SE, ME, 2000, or XP
The instructions in this section are for scanning with the TWAIN
software on computers running Windows 98SE, ME, 2000, or XP. If
your computer is running Windows ME or XP and you want to use
the WIA software, see “Scanning from Windows ME or XP” on
page 51.
To scan an item:
1. Load a stack of documents in the Automatic Document Feeder,
or place an item face-down on the glass and align it with the
arrow on the reference frame. See “Loading Documents to
Scan” on page 16 for details.
DocuMate 520 Scanner Installation Guide 31
Scanning from PaperPort
2. Open the PaperPort software. On the Windows taskbar, click
Start, point to Programs, point to ScanSoft PaperPort 9.0,
and then click PaperPort.
The PaperPort desktop opens.
Scan icon
3. Click the Scan icon on the PaperPort command bar.
The Folders pane (which shows folders for organizing your
scanned images) is replaced by the Scan pane.
Scan pane
Click this Scan button to
display the Scan Manager
4. From the Scanner drop-down list, select your DocuMate 520
scanner, if it’s not already selected.
5. In the “Scan what?” section, choose to scan a Document or
Photograph.
32 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
6. Click Settings to view and change the format for the scanned
item’s file name and the file type. The default file type for
documents is .pdf and the default for photographs is .jpg.
7. Use the Single page items check box as follows:
• When the check box is selected, pages are scanned and
placed on the PaperPort desktop.
• When the check box is not selected, pages are scanned
but are not placed on the PaperPort desktop until you close
the Scan Manager and indicate the scanning job is finished.
8. Click the Scan button at the bottom of the Scan pane.
The Scan Manager opens. Use the Scan Manager to select
scanning options and to start the scanner.
9. From the Scan Method drop-down list, choose whether you are
going to scan a single item (Flatbed) or a stack of items (ADF).
Choose Flatbed to
scan a single item
Choose ADF to scan a
stack of documents
Click Preview to check
the image
Click Scan when you’re
ready to scan
10. If you want to see what the scanned image will look like before
scanning its final image, click the Preview button.
The scanner scans a preview of the item and displays it in the
Scan Manager. You can now use the options on the Scan
Manager to fine-tune the image. For example, to adjust the
brightness, drag the Dark/Light slider. For details on adjusting
images, see “Adjusting the Image with the Scan Manager” on
page 35.
NOTE: If you preview when scanning a stack of documents, the
first page of the stack feeds through the ADF for the preview.
After adjusting the scanner settings, replace that page on the
stack so it is scanned with the rest of the pages.
11. To preview the item with the new settings, click the Preview
button again on the Scan Manager.
DocuMate 520 Scanner Installation Guide 33
Scanning from PaperPort
12. When you are satisfied with the preview image, click Scan.
If the Single page items check box is selected on the
PaperPort desktop, the item appears as a thumbnail on the
desktop.
13. If the Single page items check box is not selected, thumbnails
do not appear until you indicate the scanning job is finished.
• Close the Scan Manager.
• On the PaperPort - Scan message box, click Done.
NOTE: Refer to “The Single Page Items Check Box” on
page 35.
A thumbnail image of the
scanned item appears on
the PaperPort desktop
Thumbnail images of a
stack of documents
scanned with the ADF.
On the PaperPort desktop
• By default, the name of the scanned image is the day, date,
and number of scanned items that day. For example, the
second item scanned on a day is followed by a (2), the third by
a (3) and so on. To change a name, click it to select its text and
type a new name.
• The thumbnail images of the stack of documents has “go to
page arrows” so you can click through the pages in the stack.
The page counter next to the scroll arrows shows which page
you’re viewing and the total number in the stack.
34 DocuMate 520 Scanner Installation Guide
The Single Page Items Check Box
The Single page items check box provides the option to add
additional items to a scanning job and scan double-sided items. If
the check box is selected, scanned items immediately appear on
the PaperPort desktop. If the check box is not selected (this is the
default), the following message box appears when you close the
Scan Manager.
• Click Scan More Pages to scan additional pages and add
them to the stack of items placed on the PaperPort desktop.
• Click Scan Other Side to reload and scan the other side of
previously scanned pages. This option is only available once.
Scanning from PaperPort
• Click Done if you are finished scanning. The scanned items are
placed on the PaperPort desktop.
To learn more about the PaperPort software please see the
ScanSoft PaperPort User’s Guide on the Installation CD.
Adjusting the Image with the Scan Manager
The Scan Manager has a wide variety of options to adjust your
scanned images. Using those options you can produce the best
possible scan of your documents, color photos, magazine articles,
business cards, or any other items you scan.
DocuMate 520 Scanner Installation Guide 35
Scanning from PaperPort
Adjusting the Image Type, Resolution, Brightness and Contrast
Image Type
Resolution
Brightness
Contrast
The Scan Manager’s drop-down lists and sliders are used to adjust
the image type, resolution, brightness, and contrast.
File size
Halftone Example
Image Type
From the Image Type drop-down list, select the appropriate image
type for the item(s) you’re scanning.
• Black and White—scans in black and white. The scanning
pixels are all the same size and are either black or white. Use
this setting for letters, memos, pen and ink drawings, and other
black and white material. This setting produces the smallest file
size for scanned items.
• Halftone—scans the image so it appears to consist of gray
tones. A pop-up menu appears so you can choose one of the
halftone options. Notice that the preview image changes as
you select each option so you can see which one is best for
scanning. Halftones produce simulated gray tones by using
black and white pixels of different sizes and is often used to
produce newspaper and magazine images. Use this setting for
lower resolution black and white images. The halftone settings
also produce small file sizes.
• 8-Bit Gray—scans the image using up to 256 true shades of
gray. Use this setting to scan black and white photographs and
other higher quality black and white images. You can also scan
a color photo with this setting to turn its colors into gray shades.
The file size is about one third the size of a color scan.
• 24-Bit Color—scans the image in full color. Use this setting to
scan color photographs and other color images. The file size is
the largest of the image type options.
36 DocuMate 520 Scanner Installation Guide
• Enhanced bit-depths—If you are using an imaging application
NOTE: You can see the file size at the bottom of the Scan
Manager.
Resolution
Resolution determines the amount of detail you can see in the
scanned image. The resolution setting for a scan is in dots-per-inch
(dpi). The higher the resolution, the finer the details, however,
higher dpi settings also take longer to scan and produce larger files
sizes. Higher settings are typically used for precision work, such as
photographs or fine artwork.
• Click the Resolution drop-down list and select a resolution.
Scanning from PaperPort
other than PaperPort, the image type drop-down list will include
16-Bit Grayscale and 48-Bit Color. These image types are only
available if the imaging application supports them. You will
receive an error message if the application does not support
the selected enhanced bit-depth.
The resolution settings on your DocuMate 520 scanner range
from 100 dpi to 2400 dpi.
Brightness and Contrast
Sometimes an item is scanned with the brightness and contrast set
too light or too dark. For example, a note written with a light pencil
may need to be scanned darker to improve legibility.
Brightness refers to the lightness or darkness of the image.
Contrast is the range between the darkest and lightest portions of
the image. The greater the contrast, the more the difference
between the lighter and darker shades in the image.
• Dark/Light slider—adjusts the brightness of the scan. Drag
the slider to the right or left to increase or decrease the
brightness.
• Low/High slider—adjusts the contrast. Drag the slider to the
right or left to increase or decrease the contrast.
DocuMate 520 Scanner Installation Guide 37
Scanning from PaperPort
Adjusting the Output Size
Preview Auto-Area
Paper Size
Units
Ruler Units
The output size is the width and height of the image after it is
scanned. For example, if you plan to print the image on a piece of
paper you can select the output size of 8.5 by 11.0 inches.
Output Dimensions
Preview Auto-Area
The item you’re scanning may not fill the scanner glass. In that
case you can preview the item and use the Preview Auto-Area
button to automatically set the size of the scanned image.
• Click the Preview Auto-Area button to let the Scan Manager
automatically determine the size of the item being previewed.
For example, if you preview the scan of a small photo, the Scan
Manager automatically determines that the scan area is only
where the photo is located on the glass.
You can manually adjust the scan area. For example, if you
want the scan to include a border around the image, drag the
edges of the scan area box.
38 DocuMate 520 Scanner Installation Guide
Paper Size
If you know the size of the item(s) you’re scanning, set the paper
size. This automatically sets the scan size to the paper size.
• Click the Paper Size button and select the image’s paper size
Units
Scanning from PaperPort
from the list.
The ruler around the edges of the image area and the output
dimensions can be displayed in inches, centimeters, or pixels.
• Click the Units button to select the units for the ruler. Clicking
Setting the Scan Area
You can manually adjust the output area to scan specific sections
of an image. For example, if you’re scanning a photograph and
want to focus on one section, manually setting the output size
removes the rest of the photograph from the final scanned image.
Move pointer
Manually set scan area
Resize pointer
the button toggles through the three choices. The ruler and
output dimensions change to the new units.
Output Dimensions
DocuMate 520 Scanner Installation Guide 39
Scanning from PaperPort
To manually set an output area:
1. Put the mouse pointer on an edge of the scan area box so it
becomes a resize pointer (two-headed arrow) and then drag to
set a new size for the box.
2. To move the box, put the mouse pointer inside the box so the
pointer becomes a four-headed arrow. Drag to move the box to
a new position.
3. The output dimensions change to reflect the new scan area
size.
Now, when you scan, only the area inside the scan area box is
scanned to the PaperPort desktop.
NOTE: If you want to reset the scan area to the full size of the
image again, click the Preview Auto-Area button.
Here’s a sample of a manually selected output area:
This is the area manually
selected for scanning.
This is the image that appears
on the PaperPort desktop
when the scanning is finished.
Lock Scaling
40 DocuMate 520 Scanner Installation Guide
Manually Setting the Width and Length
The output dimensions at the bottom of the Scan Manager show
the Width and Length of the scan area. You can set the area by
typing numbers into those boxes.
To manually set the width and length:
1. Click in the Width or Length box and type a new dimension.
2. To maintain the same width to length ratio, click the Lock
Reversing the Image
Scanning from PaperPort
The scan area box changes to reflect the new size.
Scaling icon next to the dimension.
With the Lock Scaling locked, when you type a new width or
length, the other setting changes so the relative size of the
scan area remains constant.
Invert
Mirror
The Scan Manager has an Invert button and a Mirror button for
reversing the scanned image.
Invert reverses the black and whites or the colors of an image.
Mirroring flips the image 180 degrees.
DocuMate 520 Scanner Installation Guide 41
Scanning from PaperPort
Adjusting Color and Gray Images
• Click the Invert or Mirror button to see the image you want.
Original Image Inverted Image Mirrored Image
The Scan Manager has three buttons—Descreen, Sharpen, and
Auto Level—for adjusting color and gray images. These buttons
are available when the 24-Bit Color or 8-bit Gray Image types are
selected.
Descreen
Sharpen
Auto Level
Descreen Image
Select this option when scanning a picture from a newspaper or
magazine article, sales catalog, or other source that contains
images with patterns or dots. Scans of patterns or dots sometimes
have a distorted or wavy appearance. The scanner scans the item
42 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
to compensate for the patterns and dots, and produces a clearer
image. The scanning may slow down a bit when this option is
selected. You don’t need to select this option when scanning
photographs.
Original Image Descreened Image
To descreen an image:
1. Click the Descreen button.
2. Choose the appropriate option from the list.
Watch the preview image as you select various options to see
which one is best for your final scanned image.
Sharpen Image
Sharpness determines the amount of blur in an image. Your
scanner can sharpen an original blurred image by adjusting the
blurry edges in sections of the image.
To sharpen an image:
1. Click the Sharpen button.
DocuMate 520 Scanner Installation Guide 43
Scanning from PaperPort
2. Choose the appropriate option from the list.
Original Image Sharpened Image
Auto Level
Your scanner can analyze a color image to automatically determine
the best settings to match the colors of the original image. Click
this button to let the scanner automatically adjust the color
settings.
Original Image Auto Level Adjusted
44 DocuMate 520 Scanner Installation Guide
Adjusting Color Settings
The buttons for manually adjusting a preview image’s color
settings offer several advanced color options. The availability of
each option is dependent upon the selected Image Type for the
image.
Highlight/Shadow Levels
Scanning from PaperPort
Curves
Color Balance
Hue/Saturation/Lightness
Color Drop-out
Highlight/Shadow Levels
Images have light and dark areas. The highlight is the lightest spot
on an image; shadow is the darkest spot. The range of colors
between the highlight and shadow determines the range of colors
of the image. Using the Highlight/Shadow Levels features,
however, you can extend the original range of colors between the
highlight and shadow to reveal more details in the midrange colors.
DocuMate 520 Scanner Installation Guide 45
Scanning from PaperPort
To adjust the highlight and shadow levels:
1. Click the Highlight/Shadow button.
The dialog box that opens shows a histogram of the saturation,
gamma, and hue (S, G, H) of the range of colors for the
highlight and shadow.
Saturation is the strength or purity of a color, gamma controls
the brightness of the midtones of the color, and hue is the color
your eyes see as reflected from the image. The gamma setting
in this dialog box is in conjunction with the hue and saturation
but you can also set gamma by itself for an image. See the
section “Curves,” below for more information
2. From the Channel drop-down list, choose RGB to adjust all the
channels together, or choose a single channel if available.
3. Enter new settings in the boxes for the three levels, or drag the
small triangles at the bottom of the histogram.
As you change the settings, the histogram changes to reflect
the new levels.
4. Click Preview to see the effect of the new settings on the
preview image.
5. Click Reset to reset the levels to their original values.
6. Click OK when the levels are what you want.
46 DocuMate 520 Scanner Installation Guide
Curves
Scanning from PaperPort
Like the Highlight/Shadow levels, the Curves feature also adjusts
the range of midtone colors on an image. However, with the Curves
feature you can set the gamma individually to adjust midtone levels
without losing details from the lightest or darkest areas.
To adjust the gamma curve:
1. Click the Curves button.
The dialog box that opens shows a plot of the gamma. The
gamma of the original image is represented by a straight line
from the lower left to upper right corners. Changing the straight
line to a curve changes the gamma setting for the midtones on
the original image.
2. From the Channel drop-down list, choose RGB to adjust the
gamma of all the channels together, or choose a single channel
if available.
3. Drag the line up or down to set a new gamma.
The input and output values represent values on the horizontal
and vertical axes for the new gamma setting. Click the Curve
or Line button to see the display as a smooth curve or a line.
You can drag the line at multiple points.
4. Click Preview to see the effect of the new settings on the
preview image.
5. Click Reset to reset the levels to their original values.
6. Click OK when the levels are what you want.
DocuMate 520 Scanner Installation Guide 47
Scanning from PaperPort
Color Balance
The color balance refers to the relative amounts of the three
primary colors in an image. By adjusting the color balance you can
sometimes compensate for an image with too much or too little of a
color.
To adjust the color balance:
1. Click the Color Balance button.
The settings in the dialog box are initially set to zero for each of
the colors, indicating no change to the original image’s color
balance.
2. Type a number in one or more of the Color Levels boxes to set
a new color level, or drag the triangles to the left or right.
Each color is paired with its complementary color, so as you
drag a triangle you are increasing a color while decreasing its
complementary color.
3. Click Preview to see the effect of the new settings on the
preview image.
4. Click Reset to reset the levels to their original values.
5. Click OK when the levels are what you want.
Hue/Saturation/Lightness
Hue is the color your eyes see as reflected from the image,
saturation is the strength or purity of a color and determines
whether a color is pale or rich, and lightness is the intensity of the
color.
48 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
To adjust the hue/saturation/lightness:
1. Click the Hue/Saturation/Lightness button.
The settings in the dialog box are initially set to zero, indicating
no change to the original image’s hue, saturation, or lightness.
2. Type a number in one or more of the color boxes to set a new
level, or drag the triangles to the left or right.
3. Click Preview to see the effect of the new settings on the
image.
4. Click Reset to reset the levels to their original values.
5. Click OK when the levels are what you want.
Color Drop-out
Color drop-out is the ability of your scanner to automatically
remove one color from a scanned item. For example, if you are
scanning a letter with a red watermark, you can choose to drop-out
the color red (the R Channel) so the scanned letter just shows the
text and not the red watermark.
Color drop-out applies when you select the scanning image types
of Black and White, Halftone, 8-Bit Gray or 16-Bit Grayscale. It
does not apply to the image types of 24-Bit Color or 48-Bit Color.
DocuMate 520 Scanner Installation Guide 49
Scanning from PaperPort
Here are some examples of color drop-out:
The original with black
text on a blue background
The original with a red
watermark over black text
The scanned item with the
B Channel (Blue) dropped out
The scanned item with the
R Channel (Red) dropped out
To drop the color out of a black and white, or
grayscale image:
1. From the Image Type list, choose Black and White, Halftone,
8-Bit Gray, or 16-Bit Grayscale.
2. Click the Color Drop-out icon.
3. On the Color Drop-out dialog box, choose one of the colors to
drop out (Red, Green, Blue).
4. Click OK.
Now when you scan the black and white or gray item, the
selected color is removed.
50 DocuMate 520 Scanner Installation Guide
Adjusting the Scanner’s Power Saving Time
Your scanner has a built-in power saving feature that is set to
power down after 45 minutes of idle time. You can change the time
before the scanner powers down, from 15 to a maximum of 180
minutes.
To adjust the power down time:
1. Right-click the small icon of a scanner on the top-left corner of
the Scan Manager desktop and select Set Power Saving from
the menu.
2. On the Set Power Saving Time dialog box, enter a value from
15 to 180 minutes.
3. Click OK to save the change and close the dialog box.
Scanning from Windows ME or XP
Scanning from PaperPort
If your computer is running the Windows ME or XP operating
system, you have a choice of scanning using the TWAIN-compliant
DocuMate software as just described (see “Scanning from
Windows 98SE, ME, 2000, or XP” on page 31) or scanning using
the Microsoft Windows Image Application (WIA) standard as
described below.
NOTE: The screen captures in this section show the WIA-
standard screens as they appear in the Windows XP operating
system. If you are using Windows ME, the screens will look
slightly different, but will function in the same manner.
To scan an item:
1. Load a stack of documents in the Automatic Document Feeder,
or place an item face-down on the glass and align it with the
arrow on the reference frame. See “Loading Documents to
Scan” on page 16 for details.
2. On the Windows taskbar, click Start, point to All Programs,
point to ScanSoft PaperPort 9.0, and then click PaperPort.
DocuMate 520 Scanner Installation Guide 51
Scanning from PaperPort
3. Click the Scan icon on the PaperPort command bar.
The Folders pane is replaced by the Scan pane.
Scan pane
4. From the Scanner drop-down list, select WIA-XEROX
DocuMate 520.
5. In the “Scan what?” section, choose to scan a Document or
Photograph.
6. Click Settings to view and change the format for the scanned
item’s file name and the file type. The default file type for
documents is .pdf and for photographs is .jpg.
7. Use the Single page items check box as follows:
• When the check box is selected, pages are scanned and
placed on the PaperPort desktop.
• When the check box is not selected, pages are scanned but
not placed on the PaperPort desktop until you indicate the
scanning job is finished.
52 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
8. Click the Scan button on the Scan pane.
The scan window opens. Use this window to select scanning
options and start the scanner.
9. From the Paper Source drop-down list, select Flatbed or
Document Feeder (if you are going to use the ADF).
If you selected Document Feeder, select a paper size from the
Page size drop-down list.
NOTE: If your computer is running Windows ME, the ADF can
scan only one page at a time.
10. Click the button most appropriate for the item you’re scanning.
11. Click Preview if you want to preview the image before
scanning.
The image is displayed on the right side of the window.
NOTE: If you preview when scanning a stack of documents, the
first page of the stack feeds through the ADF for the preview.
After adjusting the scanner settings, replace that page on the
stack so it is scanned with the rest of the pages.
12. Adjust settings of the previewed image as desired:
• Change the button selection for the type of image.
• Adjust the custom settings; refer to the next section, “Fine
Tuning Your Scans”.
• Change the size of the scanned image. To do this, click and
hold the mouse pointer over one of the four sizing-boxes on
the corners of the previewed image. Then drag the box to
increase or decrease the size of the image.
DocuMate 520 Scanner Installation Guide 53
Scanning from PaperPort
13. Preview the image again. When you are satisfied with the
image, click the Scan button.
If the Single page items check box is selected on the Scan
pane, the scanned item appears as a thumbnail on the
PaperPort desktop.
14. If the Single page items check box is not selected, thumbnails
do not appear until you indicate the scanning job is finished.
• On the PaperPort - Scan message box, click Done.
NOTE: Refer to “The Single Page Items Check Box” on
page 35.
Fine Tuning Your Scans
You can select new settings before you scan an item to fine tune
exactly how you want to scan a particular item.
To select the scanner settings before you scan:
1. On the scan window, click Adjust the quality of the scanned
picture.
54 DocuMate 520 Scanner Installation Guide
Scanning from PaperPort
The Advanced Properties dialog box opens.
2. Select the options for scanning.
Brightness and Contrast—Drag the sliders to the right or left
to adjust the brightness and contrast of the scanned image.
The Contrast setting does not apply to the setting Black and
White picture or text.
Resolution (DPI)—Click the up and down arrows to choose
the dots per inch (dpi) of the resolution. The maximum
resolution is 600 dpi; the minimum is 100 dpi. The higher the
dpi setting, the sharper and clearer the scanned image.
However, higher dpi settings take longer to scan and produce
larger files for the scanned images.
Picture type—Click the drop-down menu and choose the most
appropriate type for the item you’re scanning.
3. Click OK.
The Custom Settings button is now set to scan with the options
you selected.
If you want to reset the settings and start over, click Reset.
DocuMate 520 Scanner Installation Guide 55
Maintenance
Clearing Paper Jams
Maintenance
This section covers information on maintenance, troubleshooting,
uninstalling, scanner specifications, and spare parts.
If your scanner stops scanning due to a paper jam in the Automatic
Document Feeder, a warning opens after a few moments.
To clear a paper jam:
1. Open the Automatic Document Feeder cover.
2. Remove the jammed paper and close the cover.
To reduce the number of paper jams, smooth and straighten paper
before scanning, adjust the guides to the paper size, and insert the
paper evenly into the ADF.
56 DocuMate 520 Scanner Installation Guide
Care and Maintenance
Cleaning the Scanner Glass
Cleaning the Automatic Document Feeder
Maintenance
Your scanner is designed to be maintenance-free. Occasional
cleaning, however, can help ensure continual optimal performance.
Scanning items that have excessive amounts of dirt or dust may
dirty the glass. To ensure the best quality scanned item, wipe the
scanner glass with a soft clean cloth to rid the glass of dust or other
debris.
You may need to clean the ADF feed mechanism if your scanned
documents do not feed easily into the ADF, or several feed in at the
same time.
To clean the ADF:
1. Wet a cotton swab with some isopropyl alcohol (95%).
2. Open the ADF cover.
3. Wipe the feed roller from side to side. Rotate the roller to clean
its entire surface.
4. Wipe the pad from top to bottom. Be careful not to snag the
swab on the springs on either side of the pad.
5. Close the cover when you’re finished.
DocuMate 520 Scanner Installation Guide 57
Maintenance
Replacing the ADF Pad Assembly
The ADF pad spring may wear out and is designed to be a userreplaceable part. Problems with documents feeding into the ADF is
an indication that the pad spring may be wearing out.
You received a replacement pad in the original scanner box, and
you can also order a new one. See the “Xerox DocuMate 520 Parts
List” on page 64 for ordering information.
To replace the ADF Pad assembly:
1. Open the ADF cover.
2. Squeeze the plastic clamps that hold the pad assembly in
place and lift the pad up and out.
3. Reverse the procedure to replace the new pad into its slots.
58 DocuMate 520 Scanner Installation Guide
Troubleshooting
Maintenance
In addition to the troubleshooting information contained in this
section, please see the Readme file on your installation CD. The
Readme file contains additional information that may help you
diagnose problems with the scanner.
If you try the troubleshooting procedures described in this section
and in the Readme file, and the scanner still has problems, you
may have a malfunctioning scanner. Refer to the technical support
card you received with your scanner for contact information. Also
visit our web site at www.xeroxscanners.com for additional
technical information.
Problem: The scanner won’t scan. What’s wrong?
Check for one of these possible problems:
• Is a cable loose or not plugged in securely? Inspect all
cable connections. Make sure all the cables are plugged in
securely.
• Is the scanner’s status light on? Turn on the scanner’s
power. If the status light doesn’t come on, plug the power
supply into another electrical outlet.
• Is the scanner’s locking tab in the locked position? Slide
the locking tab to the unlocked position. If you tried to scan with
the scanner locked, you must restart your computer after
unlocking the scanner.
• Did you restart the computer after installing the software?
If you didn’t restart the computer, it may not have loaded all of
the software files. Try restarting your computer.
• Did you select another TWAIN source for acquiring
images? If you use multiple TWAIN devices with your
computer, you may have selected another source for images.
Start the PaperPort software and click the Scan icon on the
PaperPort command bar and make sure DocuMate 520 is
selected as your scanner.
Problem: During installation I got the error message:
PaperPort Installation is not complete. What do I do?
The installation procedure was not successful. You need to
reinstall the PaperPort software.
DocuMate 520 Scanner Installation Guide 59
Maintenance
Problem: I got the error message: PaperPort cannot
allocate enough memory to perform internal critical
operations. What do I do?
Close any other active applications so that additional memory is
available. If you click Continue, PaperPort moves the file to the
PaperPort data directory and renames the file with the prefix “bad.”
This allows you to recover the file later. To recover the file, import it
into PaperPort by using the Import command in the File menu.
Problem: How do I uninstall PaperPort?
See the next section, “Uninstalling Your Scanner” on page 61.
Uninstalling does not delete your scanned items, and they remain
in the PaperPort Data folder.
Problem: If the USB cable is disconnected during a scan,
the scanner does not reconnect when the USB cable is
plugged back in.
• Unplug the power cable from the scanner, and then plug it
back in.
• If the scanner does not reconnect:
1. Unplug the power cable from the scanner.
2. Restart your computer.
3. After the restart is complete, plug the power cable back in.
Problem: If I power the scanner off (using the power on/
off switch), and then power it back on, the scanner does
not reconnect.
When you power off the scanner, complete the following steps to
power it back on:
1. On the right side of the Windows taskbar, right-click the
scanner icon, and then select Close from the shortcut menu.
2. Turn the power back on.
3. Wait until the scanner finishes its self-test. The green light will
stop blinking.
4. On the Windows taskbar, click Start, point to Programs, point
to ScanSoft PaperPort 9.0, and then click DocuMate
Monitor.
60 DocuMate 520 Scanner Installation Guide
Problem: The status light is blinking. What does
this mean?
The status light indicates the current state of the scanner.
Descriptions of the most common patterns are listed below.
Contact Xerox Technical Support if you experience a different
blinking pattern.
• Blinking green: indicates the scanner is preparing to scan.
• Blinking amber, 1 long + 6 short blinks: indicates a problem
with the status light itself. Contact Xerox Technical support.
• Blinking amber, 1 long + 7 short blinks: indicates a scanner
lock error. Make sure the lock on the bottom of the scanner is in
the unlocked position.
• Blinking amber, 1 long + 11 short blinks: indicates a paper
jam. Refer to “Clearing Paper Jams” on page 56.
Uninstalling Your Scanner
Maintenance
To uninstall your DocuMate 520 scanner, remove the scanner
software first, and then remove PaperPort, or other scanner
software.
Step 1: Uninstalling the DocuMate Software
1. On the Windows taskbar, click Start, point to Settings, and
then click Control Panel.
2. Double-click the Scanner and Cameras icon.
• For Windows 98SE or 2000, click the Devices tab, select
the XEROX DocuMate 520 scanner, and click the Remove
button to remove the scanner from the list. Click OK.
• For Windows ME or XP, right-click the XEROX DocuMate
520 icon, and select Delete to delete the scanner from the
list.
3. Unplug the USB cable from the scanner.
4. Click the Back button in the toolbar to go back to the Control
Panel.
5. Double-click the Add/Remove Programs icon.
• Windows 98SE or ME: The Add/Remove Programs
Properties window opens. Select the Install/Uninstall tab.
• Windows 2000 or XP: The Add or Remove Programs
window opens. Make sure the Change or Remove option is
selected.
DocuMate 520 Scanner Installation Guide 61
Maintenance
Step 2: Uninstalling the PaperPort Software
6. From the list of programs, select XEROX DocuMate 520.
• Windows 98SE or ME: Click the Add/Remove button.
• Windows 2000 or XP: Click the Change/Remove button.
7. Click OK when the message asks “Are you sure you want to
completely remove XEROX DocuMate 520 and all its
components.”
8. On the Maintenance Complete window, click Finish.
The DocuMate software is removed from your computer.
9. Close all open windows and restart your computer.
To uninstall PaperPort 9.0 from Windows 98SE or ME:
1. On the Windows taskbar, click Start, point to Settings, and
then click Control Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Add/Remove Programs Properties window, select the
Install/Uninstall tab.
4. Select PaperPort 9.0 and click Remove.
5. On the Welcome window, click Next.
6. On the Program Maintenance window, select the Remove
option, and then click Next.
7. On the Remove the Program window, select the Remove files
option, and then click Remove.
The PaperPort software is removed.
8. On the Uninstall Completed window, click Finish.
9. Close all open windows and restart your computer.
To uninstall PaperPort 9.0 from Windows 2000 or XP:
1. On the Windows taskbar, click Start, point to Settings, and
then click Control Panel.
2. Click the Add or Remove Programs icon.
The Add or Remove Programs window opens.
3. Select PaperPort 9.0 and click Remove.
4. A message window opens, asking if you are sure you want to
remove PaperPort 9.0 from your computer. Click Yes.
The PaperPort software is removed.
5. Close all open windows and restart your computer.
62 DocuMate 520 Scanner Installation Guide
DocuMate 520 Scanner Specifications
Bit depth True 48-Bit color (internal), 16-Bit gray (internal),
1-Bit line art/text
Scanning resolution Optical resolution: 600 x 1200 dpi, Hardware
supersampling Interpolated resolution: 2400 dpi
Maximum item sizes ADF Mode 8.5 x 14 inches (21.6 x 35.6 cm)
Flatbed Mode 8.5 x 11.69 inches (21.6 x 29.7 cm)
ADF Minimum item size 5 x 7 inches (12.7 x 17.8 cm)
ADF scanning speed Up to 20 pages per minute @ 200 dpi B&W
Light source Cold cathode fluorescent lamp
Interface USB 2.0 High Speed
Scanner dimensions
Height 10.0 inches (25.4 cm)
Width 11.69 inches (29.69 cm)
Length 19.63 inches (49.86 cm)
Weight 11.1 pounds (5.03 kg)
Operating temperature 50°–95° F (10°–35° C without condensation)
Relative humidity 20%–80% (@35° C without condensation)
Power supply
Input voltage/frequency 100 Vac, 50/60 Hz (Japan)
120 Vac, 60 Hz (North America)
230 Vac, 50 Hz (Europe)
Output voltage/watt 24 V DC, 20.16 watt maximum
Power consumption < 30 Watts
Safety and agency certifications UL, C-UL, TUV/GS, FCC Class B, CE
Maintenance
DocuMate 520 Scanner Installation Guide 63
Maintenance
Xerox DocuMate 520 Parts List
Please use the following part names and numbers when ordering
replacements for your DocuMate 520 scanner.
Part Name Part Number
Paper Guide 57-0097-000
Paper Guide Extension 57-0098-000
Paper Stop 57-0099-000
ADF Pad 57-0100-000
AC Power Cord 35-0060-000
Power Supply 37-0046-000
64 DocuMate 520 Scanner Installation Guide
Index
Numerics
24-bit color 36, 49
8-bit gray 36, 49
A
ADF 3, 33 ADF cable 3, 11 ADF pad assembly
replace 58
ADF port 3, 11
adjust image 35
align item 17
AutoCrop 26
automatic color adjustment 44
Automatic Document Feeder 3
cleaning 57
B
bit depth 63 bitmap, scanning 21 black and white 36 brightness 26, 37 brightness slider 37 buttons
configuring 20
setting new options 24
configuring AutoScan
editing 27
contrast 23, 26, 37
contrast slider 37
D
DeScreen 26 descreen image 42 destination application
OCR 24
distorted image 42
document cover 2, 3
document pad 3
dots-per-inch 37
dpi 37
G
gamma 26, 46
manual setting 47
H
halftone 36
help information 59
highlight level 45, 47
hue 46, 48
C
CD
other software 13
starting manually 8 CD-ROM drive 4 color
scanning 26
color adjustment 42
automatic 44
manual setting 45
color balance 48
color drop-out 49
computer requirements 4
Configuration dialog box 20
opening 22
options 22, 23 configuration settings
mode 26
DocuMate 520 Scanner Installation Guide 65
I
image
adjust color 42, 44
color balance 48
descreen 42
highlights 45, 47
invert 41
mirror 41
shadows 45, 47
sharpen 43
image adjustment 35
image size 38
image type 36
L
length and width
manual setting 41
Index
lightness 48
lock scaling icon 41
locking tab 3, 6, 59
M
magazine article 42
mode 26
monitor 4
N
new configuration 25
newspaper article 42
O
on/off switch 3, 12
output size 38, 40
P
page settings
adjusting 27 page size 26 paper guide 3, 6 paper jam 56 paper size 39 paper stop 3, 7 PaperPort
Scan pane 32
scanning with Windows XP or Me 51
PaperPort desktop 32
thumbnail 34 PaperPort software
scanning from 31 patterns on picture 42 preferences
setting 29
preview auto-area 38
scan
file name 34
multiple pages 16, 33, 34
PaperPort desktop 34
preview 33
single page 17, 33
small item 38
scan area
automatic setting 38
manual setting 39
Scan Manager 33
scan options 35
scan settings
AutoCrop 26
brightness 26
contrast 26
creating 25
DeScreen 26
gamma 26
page size 26
resolution 26
scanner
buttons 19
icon 14
uninstall 61 scanner assembly 5 scanner buttons
configuring 20 scanner features 3 scanner glass 3 scanning
from the PaperPort software 31
from the screen 19
Windows 98SE, ME, 2000, or XP 31
with the scanner buttons 18 screen buttons
configuring 20
shadow level 45, 47
sharpen image 43
status light 3, 12, 59
system requirements 4
R
requirements
computer 4
monitor 4
resolution 26, 37
reverse image 41
RGB 46, 47
ruler units 39
S
saturation 46, 48
66 DocuMate 520 Scanner Installation Guide
T
technical support 59
thumbnail 34
TWAIN standard 31
U
uninstall 61
units 39
USB port 3, 12
W
watermark, remove 49
wavy appearance 42
Web site for help 59
WIA standard 31
Index
DocuMate 520 Scanner Installation Guide 67
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