XEROX 520 User Manual [en, en]

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