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User Manual - Card Scanning Solutions

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1. Document auto detection failed Saved images 2 2 Figure 14 Scanned driver license IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 29 Scanshell 1000 ID Data ID DATA After scanning and processing the ID card you can review the acquired text by opening the JD Data window To open the JD Data window press the OCR button on the main screen The JD Data window shows the data retrieved either from the scanned image by OCR Optical Character Recognition or from the scanned image Barcode depending on the option selected Irrelevant fields are disabled depending on the state The data displayed in the JD Data window can be reviewed and edited Once a new ID card is scanned this data is transferred to a text file 1f this option is enabled To open the ID Data window press the OCR button on the main screen To edit details select the desired details and type ID Data e United States auto detect License 170 362 855 Name GEORGIOU Middle CLEGG i L Name ALEX Suffix Address 7 JAY ST City STONY POINT State NY ZIP 10980 Issued 123101 Expires mmm D 0 8 01 02 65 Class D Age 40 Figure 15 ID Data basic mode The D Data window can be viewed in two modes e Basic mode Only the most important data is shown e Detailed mode Shows all the data on the card You can toggle between the two modes using
2. csssscssssssccssssccccssscccsssssccsssseccscsscsccscssseecees 78 10 APPENDIX C MAINTAINING THE SCANNER sccccssssscessscccssscccessscccssssccscssseeces 79 CALIBRATING THE SCANNER adri anita 79 C EEANN G THE SCANNER dict 79 11 APPENDIX D MINIMIZED INTERFACE MODE amp COMMAND LINE SWITCHES 80 USING THE COMMAND LINE SWITCHES coccccnononononononononononononononononononononononononononononononononononononononinininens 80 RUNNING IN MINIMIZED INTERFACE MODE cccococcncncncnononononononononononononononononononononononononononononononinininenens 80 12 APPENDIX E FULL EXPORT FIELDS LIST 2 0 0 0 ccssssccessscccsscccccssccccsssecccsssseces 82 TABLE OF FIGURES Figure l Man EE 11 Figure 2 status bar document type indication oooocccnnnccnonocononanoconnnncnoncnonancnnonnccnnnncnnns 14 Figure e 16 Pipure 4 IEN 17 Figure 5 Figure 6 ID Data Details mode ssessseseeeeeeseeseeseessesreesersrrsrrrseesresrresressese 18 Figure 7 Cusotm fields creation WIN Wisin ile 18 Figure 8 Main Screen EE 22 Figure 9 Scanshell 1000 button assignment oooooccnonccnocnnannnooncnoncnnnnnono nono nononccnnnnnnn cons 24 Figure 10 Scanshell 1000 button configuration eeeeesseseeseseseseeesrsrrsrersersreserrsresseee 25 Figure 11 status bar document type indication ooocccnncccnonocononancnonanonnnnnnnnnnannnnnccnnnncnnns 26 Figure 12 ScanShell 1000 ID card placing oooocccnnncccnoncccnonaccnonanonnnccononanonnn
3. dScan Powered by ScanShell User Manual Version 9 0 This publication contains proprietary information of the Card Scanning Solution Company provided for customer use only No other use is authorized without the express written permission of Card Scanning Solution IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 1 Disclaimer DISCLAIMER WARRANTY Card Scanning Solutions provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or suitability for any particular purpose Card Scanning Solutions reserves the right to revise this publication and to make changes in the content hereof from time to time without notification Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions if you are a resident of such country or state this statement may not apply to you This publication may include technical inaccuracies or typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and or the software described in this publication at any time NOTICE TO USER This manual should not be construed as a representation or warranty with respect to the software n
4. Passport as well as al other documents should be placed on the glass of the scanner with the side to be scanned facing the glass When scanning ID and business cards they should be placed on the top right corner as shown in the figure below IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 34 Scanshell 800 N Overview 5 SCANSHELL 800 N The Scanshell 800 N package includes the following modules idScan for business cards Barcode reader Check reader OVERVIEW IdScan with Scanshell 800 N is a scanning application that extracts both the information data and image of business cards checks and barcodes into an external file clipboard or third party software In addition idScan is capable of exporting the extracted data and image to other applications email FTP and the web With an outstanding cards scanning and processing speed combined with a powerful OCR engine idScan is ideal for customer service offices government agencies various businesses and third party kiosk applications When using the automatic page feed detection idScan launches the scan job immediately upon the insertion of a document into the ScanShell 800N scanner The image is scanned and saved to the hard disk in a predefined color scheme resolution and scanning area in a user defined format BMP JPG PCX PNG TIFF TGA PSD The scanned image can also be rotated automatically using predefined angles to obtain
5. License e Verification Card Verification Activates the verification function License e E Verification Toggle reference Sets the reference source for card verification purposes OCR e A Open OCR View Open extracted text view IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 12 Scanshell 800 The main screen controls e 2 Open Configuration Dialog Opes the configuration screen in which all the application preferences can be set Exit x SS e Eyit End of Scan Used to close the application or to save the current image used in automatic save mode only Saved images 0 0 e Background save progress Status bar Shows the background saving progress used in automatic save mode only e FIPUploaded 0 3 FTP Progress Status bar Shows the progress of FTP Export e Detected State Floida Detected State Status bar Displays the detected state when State Auto Detect is selected Device connection indicator LL Red device is not connected Green device is connected IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 13 Scanshell 800Program Operation PROGRAM OPERATION Before scanning you have to set up the scanning configuration This can be done in two ways 6 In the configuration panel in which you can control all the program settings see chapter 7 Configuring the Program page 55 7 Most settings can also be se
6. PROGRAM OPERATION Note Before scanning you need to set up the scanning configuration This can be done in two ways 1 In the configuration panel in which you can control all the program settings see chapter 7 Configuring the Program page 55 2 Most settings can also be set up from within the application main window CARD INSERTION AUTO DETECT Click on this button to for automatic detection of card insertion If this button is pressed scanning will start as soon as you insert a card into the scanner If auto detect is not turned on scanning starts when you click the Scan Image button CATEGORY ame vet License xl Select the scanned document type ScanShell 800N support the following documents e Business cards e Checks e Barcodes SCAN IMAGE 3 Click on the arrow and select the image source Scanner or an image file on the hard disk The third option Mag Strip is only available if a Magshell magnetic reader is connected to the computer 4 if Auto detect is not selected start the scan by pressing the Scan Image button Image file can be selected if a scanner is physically connected to the PC or if the license key used is a temporary key 5 Y DE Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found If no scanner is detected input of new data is not possible OUTPUT OPTIONS bal Select the data output option Save to
7. 34 What to do when verification fails ccccecsccssesscesecssesecnseeccsseeseesecasesecneeecesaeeecesecaeesesaeesecnaeeeeeaeeaes 34 5 SCANSHELL 800 N 1 csccsosscccssccsccsccsessesssccecssccnccscsseccessssccssccsesecsescnscecssessussscsecssscnesscssesees 35 OVERVIEW seed AE Eege Add eeng EEN 35 GETTING STARTED EE 35 THE PROGRAM INTERBAGE eier EES N ASR EEEE did oc db subdue di e a 36 THE MAIN SCREEN CONTROLS iess eener di dei ld dt 36 PROGRAM OPERATION erer DA E A DESE EOU EEE AAEE SEA SEET 39 Card Insertion Auto Detect siorr oiai EE REE E E a EAP ET EASE 39 CALOR Vii o A dai 39 EE 39 Eltere a AS A a 39 SCANNING ANEW DOCUMENT eh ageseent 40 CARD DATA errn a r eee ee Diada 41 NEES EE EE 42 GENERAL DOCUMENT MODE rrenuar aaar eee aE r eaea EER e E TEETE TEE ERTA EEA 42 DATA SAVIA AS E A A 43 6 MA ET H EI EE 44 OVERVIEN ee 44 GETTING STARTED abia 44 THE PROGRAM INTERFACE cc asas 45 THE MAIN SCREEN CONTROLS pidio 45 SWIPING CARDS ereccion date SE EES Dec dE Ac Ed EUNA dsd 48 CALERO ii A AA A A E E A 48 SCAN IMAGE a AAA E EE Nanak AA enna 48 OQUIPULOPUONS a ri EEE T E EEV ENER ees Seite 48 SWIPING A NEW DOCUMENT 0 eege E Eene PeT ETEEN Sege EE dneursucesienseetsoutdes 48 NN 48 Custom fields User defined fields AAA 50 Editing and deleting custom fields arenans EE E non n ano E A ana caricias 51 ID AAA SAVIA BS iras ee dea tocarle ELIAS Soap SES Ee AE 5I ID CARD VERIFICA TION RE 52 TO VETA card A a 52 Understandin
8. Configuring the Program OCR text export tab OCR TEXT EXPORT TAB Scanner Configuration Image Print Live Update OCR text export Automation License text export C Save the extracted text to a text file The text file will be placed in the directory where the image files are saved and will have the same name as the image file ending with the txt extension Figure 34 Scanner configuration panel OCR TEXT EXPORT tab By checking the checkbox text extracted from the scanned card will be saved to a text file which will have the same name as the image file ending with the txt extension and which will be placed in the directory where the image files are saved IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 65 Configuring the Program Image tab IMAGE TAB The Image tab lets you set various image scanning parameters as follows Scanner Configuration Automation License text export OCR text export Image Print Live Update Passport size Full size 3 x5 Driver license size Custom size vw Custom Color scheme True Color 24 bit v H A A Resolution 300 dpi JPG Quality 9 Driver s license document dimensions Width 2 00 Height 3 60 Units Inches O Milllmeters Driver s license image dimensions and size Width 600 pixels Height 1080 pixels Estimated file size for bitmap format 1 944 056 bytes Text Stamp Calibr
9. card either the barcode or the magnetic strip 1f available If the data from the two sources match the card is genuine Else the card is either faked or one of the data sources on the card is corrupted TO VERIFY A CARD 1 Select Record gt New Record from the menu bar or click on the New Record button from tool bar 2 The New Record Screen will appear 3 Select a state from the State dropdown list or use the State Detect option for OCR You are advised to select the state manually because if the state is not recognized for some reason you ll have to repeat the process You can also select a state from the quick state selection buttons if you have predefined them To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected 4 Use the popup menu of the card verification button to License select a second card data source which will be used for Verification comparison with the OCR results Barcode by default Mag Reader The magnetic Reader will only be available if a 2D Barcode Magnetic reader is connected to the computer IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 19 Scanshell 800 ID Card VERIFICATION 5 Click on the Card verification button to start the verification When the verification process is activ
10. record thus the text file always contains a single record To activate this mode uncheck the box titled Append Records Save to file name using extracted data from ID The client name id are used to define the file name SAVE IMMEDIATELY AFTER SWIPE When this is checked the application will save the data immediately after the swipe operation If Manual Saving and Save to File are selected the Save As dialog will appear immediately after a swipe If the check box is unchecked the saving procedure will take place at the next swipe job giving the user the ability to modify the text before it is saved to the file If Manual Saving is selected the Save as dialog will be invoked in the next swipe MAGNETIC CARD DATA EXPORT TAB Export id data to web Export the scanned card data to a predefined web address according to the settings in the data txt file Extract ID data to a file Extracts the textual information from the ID card image and saves it to a text file FIELD SEPARATORS The field separators are simply a way to indicate to the user or third party application where each field starts and stops IdScan allows three types of delimiters 1 Comma delimiter Each field is separated by a comma and looks as follows DL number First Name Middle Name Last Name Address City State Zip Expire DOB Class Eyes Hair Sex Weight Height Restrictions Endorsements 2 Tab delimited Each field is
11. 33 Scanner configuration panel License data processing tab e Extract full image extracts the complete ID card image and saves it as a separate file e Extract face image Isolates the face image rectangle from the ID card image and saves it as a separate file e Extract signature image to file Isolates the signature image rectangle from the ID card image and saves it as a separate file e Export id data to web Export the scanned card data to a predefined web address according to the settings in the data txt file e Extract ID data to a file Extracts the textual information from the ID card image and saves it to a text file To activate these features select the License text export tab in the configuration panel and check the appropriate checkboxes IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 61 Configuring the Program License Text Export tab EXTRACT FULL IMAGE The full card image is extracted from the ID image and saved to a file The face image is saved under the ID image name e g c images ID 1 bm To find out more about file naming methods see the Image manual save and Image auto save sections on page 58 EXTRACT FACE IMAGE TO FILE The face image rectangle is extracted from the ID image and saved to a file The face image is saved under the ID image name with the Face extension e g if the card image name is c images ID 1 bmp the face image is saved as c images I
12. 9 0 O Card Scanning Solutions all rights reserved 51 MagshelllD Card VERIFICATION ID CARD VERIFICATION License verification Ref Barcode Src OCR Use this option to check if the card you are scanning is genuine It requires a Scanshell scanner connected to the computer IdScan will compare the data extracted from the card with data from the scanned card using OCR or the card s barcode If the data from the two sources match the card is genuine Else the card is either faked or one of the data sources on the card is corrupted TO VERIFY A CARD 1 Select a state from the State dropdown list or use the State Detect option for OCR You are advised to select the state manually because if the state is not recognized for some reason yov U have to repeat the process You can also select a state from the quick state selection buttons if you have predefined them To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected Use the popup menu of the card verification button to License select a second card data source which will be used for Verification comparison with the magnetic reading results Mag Reader Click on the Card verification button to start the 2D Barcode verification When the verification process is active the icon on the button wi
13. Click on the Scanner button assignment button IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 24 Scanshell 1000 Scanning Documents 4 The following window will open allowing you to assign specific document category to each of the scanner buttons ScanShell1000 button assignement Button 1 assignement Current main screen category wal Button 2 assignement RIES v Button 3 assignement Current main screen category R Figure 10 Scanshell 1000 button configuration To configure the Scanshell 1000 buttons Select a document type from the dropdown list of the desired scanner button Note that an arrow is marking the corresponding button in the picture Click OK Repeat the selection for the other buttons Note The scanner button assignment option is available only if auto detection is enabled SCANNING DOCUMENTS Before scanning you need to set up the scanning configuration This can be done in two ways 1 In the configuration panel in which you can control all the program settings see chapter 7 Configuring the Program page 55 2 Most settings can also be set up from within the application main window as described below AUTO DETECT 7 Click on this button to enable scanning using the scanner buttons If this button is pressed scanning will start as soon as you press one of the scanner buttons according to your buttons conf
14. FTP and the web With an outstanding cards scanning and processing speed combined with a powerful OCR engine idScan is ideal for customer service offices government agencies various businesses and third party kiosk applications When using the automatic page feed detection idScan launches the scan job immediately upon the insertion of a document into the ScanShell 800 scanner The image is scanned and saved to the hard disk in a predefined color scheme resolution and scanning area in a user defined format BMP JPG PCX PNG TIFF TGA PSD The scanned image can also be rotated automatically using predefined angles to obtain the proper orientation idScan offers three naming conventions to the saved images fixed name ascending numerator name and naming according to the customer name as extracted from the ID card Full automation of the scan process allows chain feeding of media to the Scanshell 800 scanner while image processing takes place in the background The ScanShell 800 scanner is capable of scanning any photo media due to its powerful scanning engine including paper photos ID cards and even rigid plastic credit cards GETTING STARTED Please read chapter 1 Getting Started on page 7 for information concerning the installation of the application and connecting the scanner IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 10 Scanshell 800 The Program Interface THE PROGRAM I
15. Files Card Scanning Solutions IDScanOCR exe to C Program Files Card Scanning Solutions DScanOCR exe MI This alters the program main screen as follows IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 80 Appendix D Minimized Interface amp Program Line Switches Calibrate Clean Scanner Scanner Select country amp State Help State Y United States auto detect Scanner connection status Figure 43 Main screen in minimized mode Main screen function controls Help Opens this help document Calibrate Scanner Activates the scanner s Calibration Wizard Clean Activates the scanner Cleaning Wizard Country list Selects the current country If the current country contains several states the state list is loaded to the State List control State List Sets the current country and state detection algorithm Exit Closes the application Scanner connection status Indicates if the scanner is connected to the PC Note All the settings described in previous sections of this documents apply when running in Minimized Interface mode IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 8l Appendix F Supported States for Detection 12 APPENDIX E FULL EXPORT FIELDS LIST The full list of fields exported from idScan in this order Total 107 fields 1 ID License Name Address City State Zip Iss
16. Name Canada Chile Mexico Brazil Bermuda Bahamas Costa Rica Peru Puerto Rico Nicaragua Guatemala El Salvador France United Kingdom and Ireland Israel Germany Spain Romania Norway Holland Luxemburg Lithuania Switzerland Sweden Italy Turkey Poland Portugal Australia ID nt ID Washington 46 Wisconsin 48 Wyoming 49 Hawaii 54 Permanent Resident Green 81 Card USA Army 82 Social Security Card 83 NY Police department 84 Matricula consular Mexican Id 85 3 Canadian Citizen ID 6 Mexico 10 8 Brazil d oo i 70 12 73 74 75 76 77 78 79 1079 ES 29 Driver license and identity card 30 Driver license and identity card 32 Driver license and identity card 33 Driver license and identity card 34 Driver license and identity card E 7 United Kingdom and Ireland 140 l Australian Capital Territory 51 51 Queensland 52 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 76 Appendix A Supported States and Countries Region Region Country Country Document Name Docume Name ID Name ID Western Australia South Australia Northern Territory General University Student Id UMASS Boston Documents documents Un Emerson Clg Harward USA Un NorthEastern Un Suffolk Un Employment 26 Employment card 300 card IdScan User Manual version 9 0 Card Scanning Solutions all rights re
17. and processing the card you can review the acquired text by clicking the OCR button on the main screen The Business card data window shows the data retrieved either from the scanned image by OCR Optical Character Recognition or from the scanned image Barcode depending on the option selected Irrelevant fields are disabled The data displayed in the Business card data window can be edited Once a new card is scanned this data is transferred to a text file if this option is enabled To open the Business card data window press the OCR button on the main screen To edit details select the desired details and type Business Card data Name Isaac Liban Director of Human Resources Title Company SeaPass Solutions Inc Address Telephone Address 90 Park Avenue Tel 260 846 46 Suite 600 City New York Facsimile Fax B46 349 3217 State NY Zip 1001 Country Email lsaacl seapass com Web www seapass com Figure 21 ID Business card data IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 4 Scanshell 800 N 1D and 2D modes Check Data View Issuing Bank Ammount Check No MICR Figure 22 Check data window As in all other data windows you can edit data in the fields and your changes will be saved to the data file 1D AND 2D MODES idScan is capable of r
18. data of the two sources don t match WHAT TO DO WHEN VERIFICATION FAILS If the status light remains solid red after the reference scan or swipe it means that the data from the two sources don t match He reason can be one of the following 1 The card could be faked 2 Bad reading of either one of the source 3 Corruption of one of the data sources If verification fails you can try the following e Make sure the current US State box is set to the correct state of the driver license e Try authenticating the card again IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 20 Scanshell 1000 Overview SCANSHELL 1000 The Scanshell 1000 package includes the following modules idScan for Passports idScan for Driving Licenses idScan for business cards Barcode reader Check reader Signature reader Note A Scanshell 1000 scanner must be connected to the computer in order to use idScan for passports OVERVIEW IdScan with Scanshell 1000 scanner is a scanning application for various ID documents such as passports and driver licenses as well as business cards barcodes checks and signatures It extracts both the information data and image of scanned documents into an external file clipboard or third party software In addition idScan 1s capable of exporting the extracted data and image to other applications email FTP and the web With an outstanding cards scanning and
19. file or copy to the clipboard which allows immediate pasting into another application Active only if manual save is selected in the configuration panel see Saving options page 58 Selecting Save to file opens the Save As dialog after the scan is complete IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 39 Scanshell 800 N Scanning a new document SCANNING A NEW DOCUMENT To scan a new document just feed the document into the scanner If the scanner is set to automatic scan mode the scanner will start scanning the card automatically In manual scan mode the scanner starts scanning when you click on the Scan button in the main screen See Automation tab page 56 Once the scan is complete the program will process the image and data The scanned image and data will be saved according to the settings you specified in the configuration panel see chapter 7 Configuring the Program page 55 9 Card Scanning Solutions idScan i E Sun Si Category Business card ea _AD ae Itay Liban Director of Human Resources IY 124 SeaPass Solutions Inc Ka 4 90 Park Avenue Tel 212 608 4646 Suite 1600 Fax 646 349 3217 New York NY 10016 Email tayl seapass com USA eapass com idScan Saved images 1 1 Figure 20 Scanned Business card IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 40 Scanshell 800 N Card Data CARD DATA After scanning
20. i AE A eas 19 LD AIG SAVING amp Seed aun AU nae Raters de ek 19 ID CARD VERIFICATION Semi its 19 What to do when verification fails sccesccesccsseesseesseeseesscessceecesecsecuaecnaecaaecacecseeeseenseeeseeeeeeeneesees 20 COVER VIB Witt abies tat ene BERR es Wes Baa ees Beaute ts vba AA e Mees Baton Rea 21 GETTING STARTED a Sege Abie tase Weed Be EE de sek dv Face dbus te cubes tdt Ze ee letal 21 TASA A eve ceded ev A eee Beth aetna Ded ee tA ee 21 THE PROGRAM INTEREACE ae Eed see a td iaa tata 22 THE MAINSCREEN CONTROLS ee ees Seege SEN get Secu denote id cat de ia dt ta 22 SCANNER BUTTON ASSIGNMENT ugeet see eege Local Eed Seed See cobdvs dEr gees 24 SCANNING DOCUMENTS ee Ee Seed gt fs avout did Face utes dict ege degen dE al shoud SE 25 A ULO DI ELC EE 25 Selecting country E 27 PANDION EE EEN 27 COM A EE EE EE S 27 OQUIDULOPDIONS ao ia ias 27 SCANNING A NEW DOCUMENT cc cccsccssscsssssscnessesscnsnesesenesnessonsntenscnsseessenenesstonecessscestestenestestoneesstones 28 UDATA aN E AE aie eas Rae A ae 30 Custom fields User defined Gelle 31 Editing and deleting custom Delde cece eceeeesenesseeseesceecsecsecsesseeseeseeecsecseesesaeeseeaseaeaeesesaeeaeeaseeseees 32 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 3 Table of Content ED dQIG SAVIA BAS ee DA ES IA RANA OE RU i BS 32 ID CARD VERIFICATION uni iria 33 TO VOTE a catdi EE 33 Understanding the VERIFICATION status Jet
21. image file name is based on the value of a selected field Currently the only option is to use the NAME field from the ID card Accordingly if the ID card belongs to JOHN SMITH the saved file name will be JOHN SMITH BMP e File name Type in a name and select the start number with which the files are automatically numbered Select the graphic file type to use Click on brows button left of the path field to specify a path for the saved files e When you are done click Apply GENERAL DOCUMENTS IMAGES Use this tab to specify general documents saving options see the paragraph above for explanations Autosave setting nt Driver s license images General document images Save to ascending file name Save to fixed file name Use time stamp as file name File name Stoe P bmp y Path C DOCUME 14IdaniLOCALS 1 Temp Name example SDOCUME1Nidan LOCALS 14Temp Store0 bmp Figure 32 File naming configuration General documents IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 60 Configuring the Program License Text Export tab LICENSE TEXT EXPORT TAB Scanner Configuration Image Print Live Update Automation License text export OCR text export Image extraction Extract full image C Extract face image to file C Extract signature image to file Export id data to web C Extract id data to a file Fleld separator In record Text file name Figure
22. processing speed combined with a powerful OCR engine idScan is ideal for customer service offices government agencies various businesses and third party kiosk applications When using the automatic page feed detection idScan launches the scan job immediately upon the insertion of a document into the ScanShell 800 scanner The image is scanned and saved to the hard disk in a predefined color scheme resolution and scanning area in a user defined format BMP JPG PCX PNG TIFF TGA PSD The scanned image can also be rotated automatically using predefined angles to obtain the proper orientation idScan offers three naming conventions to the saved images fixed name ascending numerator name and naming according to the customer name as extracted from the ID card The ScanShell 1000 scanner is capable of scanning any photo media due to its powerful scanning engine including paper photos ID cards and even rigid plastic credit cards GETTING STARTED INSTALLATION For information concerning installation and connecting the scanner please refer to Getting Started page 7 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 21 Scanshell 1000 The Program Interface THE PROGRAM INTERFACE The following figure shows the application main screen Always On Top Help Print Preview Data source category Rotate otate Image State Selection Print arc Scennirg Solutions S
23. sources match Solid red color the source was scanned badly or the verification is failed the data of the two sources don t match WHAT TO DO WHEN VERIFICATION FAILS If the status light remains solid red after the reference scan or swipe it means that the data from the two sources don t match He reason can be one of the following 11 The card could be faked 12 Bad reading of either one of the source 13 Corruption of one of the data sources If verification fails you can try the following Make sure the current US State box is set to the correct state of the driver license Try authenticating the card again IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 53 MagshellID Card VERIFICATION MagShell 900 Reader Operation When the reader is in standby and ready to be used it should have a steady green light indicator The reading of a driver license can be done from right to left or left to right the reader is bi directional The magnetic strip should be down and facing the green light When the reading is successful the light will turn off for a second and one beep will sound If the reading is unsuccessful the light will dim and several beeps will sound The Magnetic Reading tab offers options for controlling the way the text file is saved as follows MANUAL SAVE In this mode the user saves the text file manually The data is formatted into a single record and saved e
24. the proper orientation idScan offers three naming conventions to the saved images fixed name ascending numerator name and naming according to the customer name as extracted from the ID card Full automation of the scan process allows chain feeding of media to the Scanshell 800N scanner while image processing takes place in the background GETTING STARTED Please read chapter 1 Getting Started on page 7 for information concerning the installation of the application and connecting the scanner IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 35 Scanshell 800 N The Program Interface THE PROGRAM INTERFACE The following figure shows the application main screen Always On Top Help Print Preview Data source category Rotate otate Image State Selection Print arc Scennirg Solutions ScanShell T i a BB 3 e E Category Driver be ID Buniness ci State cgpa knage acuros Toggle toolbar Scan image Scanner Connection Card insert auto deteci Live update Delete Image Save to file Clipboard License Card authentication DO Verticaton Static Authentication reference toggle Static Open QA view ST Open configuration Exit 1 End of Scan Detected State Background Save Progress Figure 19 Main Screen THE MAIN SCREEN CONTROLS e Always on Top Toggles the application window between normal mode and always on top mode B Help Displays this docu
25. CANNER Cleaning the scanner improves the scan quality To clean the scanner open the configuration panel s Image tab click on the Clean Scanner button Follow the Cleaning Wizard instructions This operation requires a cleaning sheet supplied with the scanner and alcohol solution How to clean Scanner model ScanShell 800 Place the cleaning sheet that come with the scanner package in the scanner tray and click on the Clean Scanner button The sheet is fed back and forth through the scanner and cleans the scanner lens Add a few drops of alcohol for better results Scanner model ScanShell 800 Use a soft cloth to clean the scanner glass surface Scanner model ScanShell 600 Unscrew the scanner cover the screw is located on the bottom of the device Use a soft cloth to clean the scanner lens IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 79 Appendix D Minimized Interface amp Program Line Switches 11 APPENDIX D MINIMIZED INTERFACE MODE COMMAND LINE SWITCHES The IdScan application behavior can be modified to best suit your needs This is done by running the program while using command lines switches dScan offers the following switches MI Runs the application with minimum amount of control buttons on the main screen and eliminate access to the configuration dialog screens ShowGUI When using the system tray icon this switch adds the option to show h
26. Click on the arrow and select the image source Scanner or an image file on the hard disk The third option Mag Strip is only available if a Magshell magnetic reader is connected to the computer 2 Start the scan if Auto detect is not selected by pressing the Scan Image button if Auto detect is selected click on one of the scanner buttons according to your buttons configuration Note Image file can be selected only if a scanner is physically connected to the PC or if the license key used is a temporary key 3 VA canner Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found If no scanner is detected input of new data is not possible OUTPUT OPTIONS la Select the data output option Save to file or copy to the clipboard which allows immediate pasting into another application Active only if manual save is selected in the configuration panel see Saving options page 58 Selecting Save to file opens the Save As dialog after the scan is complete IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 27 Scanshell 1000 Scanning a new document SCANNING A NEW DOCUMENT To scan a new document place the document on the scanner in the left corner nearest to the scanner buttons E gt A Figure 12 ScanShell 1000 ID card placing When scanning a passport the entire glass surface 3 X 5 is being sca
27. D 1 Face bmp To find out more about file naming methods see the Image manual save and Image auto save sections on page 58 The saved face image has the same properties as the ID card image color scheme resolution and file type To activate this feature check the checkbox titled Extract face image to file EXTRACT SIGNATURE IMAGE TO FILE The signature image rectangle is extracted from the ID image and saved to a file The signature image is saved under the ID image name with the Sig extension e g if the card image name is c images ID 1 bmp the signature image is saved as c images ID 1 Sig bmp The saved signature image has the same properties as the ID card image color scheme resolution and file type To activate this feature check the checkbox titled Extract signature image to file Note The signature extraction feature is currently not supported by all the states Appendix A shows the states that support signature extraction Using the signature extraction feature in documents of states that do not support it yields no result EXPORT ID DATA TO WEB If you select this option the scanned card data is exported automatically to a predefined web address according to the settings in the data txt file located in the application exe file directory EXTRACT ID DATA TO A FILE The textual data is extracted from the ID image and saved to a user selected text file The data is organized in fields in a constant orde
28. INT NY ZIP 110980 12 31 01 Expires 01 02 01 01 02 65 Class D 40 Eyes BL Height 507 Weight Endor County Rest SigNum 656531 40 Dupl Exam Original een Audit Figure 26 Figure 27 ID Data Details mode Custom fields can be useful for creating badges and other purposes e Click on the e Click on the e Click on the e Click on the label for the field Custom Data Labels OCR button at the bottom left of the main screen Details button at the bottom left of the window that opens Custom button at the bottom left of the window that opens Labels button at the bottom of the window that opens to create a Figure 28 Cusotm fields creation window IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 50 MagshellID Data e Click Adel and type in a name for the field e Repeat the process to create additional fields e Click OK You will find new fields in the Custom fields window You can now type values or data into the field Editing and deleting custom fields Repeat the process above After the Add window opens select a label and click Edit to change the field s name or Remove to remove it When you are done click OK ID DATA SAVING Text data saving options are controlled from the configuration panel s Automation tab See Automation tab page 56 IdScan User Manual version
29. If it did not match the icon will be red which means the card is not in order either faked or one of the data sources on the card is corrupted 13 Press OK to save the record to database IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 33 Scanshell 1000 UNDERSTANDING THE VERIFICATION STATUS LIGHT The status light provides indications for the verification process as follows e Solid black color the verification function is not activated e Solid brown color the verification function is activated and waits for the reference scan or swipe e Flashing brown light the reference scan or swipe has been successful waits for the scan of the source e Solid green color the source was scanned successfully and the verification is successful the data of the two sources match e Solid red color the source was scanned badly or the verification is failed the data of the two sources don t match WHAT TO DO WHEN VERIFICATION FAILS If the status light remains solid red after the reference scan or swipe it means that the data from the two sources don t match He reason can be one of the following 14 The card could be faked 15 Bad reading of either one of the source 16 Corruption of one of the data sources If verification fails you can try the following e Make sure the current US State box is set to the correct state of the driver license Try authenticating the card again
30. If the later is selected you can specify the image layout by clicking on the orientation button Side A above B or B above A Save immediately after scan Checking the checkbox titled Save immediately after scan will save the image and data immediately after the scan is done If the Save immediately after scan checkbox is unchecked the saving will occur on the next scan job in the automatic saving option or when the user clicks on the Save button in the manual saving option Once the Auto save checkbox is checked the File naming and type button is enabled and clicking on it opens the AutoSave file naming configuration dialog IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 58 Configuring the Program Automation tab FILE NAMING Clicking on the File naming and type button will take you to the following configuration screen Autosave setting _ 2 Driver s license images General document images Save to ascending file name Save to fixed file name Use time stamp as He name Save to file name using extracted data from ID File name Image d _ bmp Path C DOCUME 14IdaniLOCALS 1 Temp Name example SDOCUME 1 Idan LOCALS 14T emp Image0 bmp Figure 31 File naming configuration Driver license This dialog sets the naming properties of the automatically saved image files The file destination folder can be type
31. NTERFACE The following figure shows the application main screen Always On Top Help Print Preview Data source category Rotate otate Image State Selection Print arc Scennirg Solutions ScanShell T i a BB 3 e E Category Driver be ID Buniness ci State cgpa knage acuros Toggle toolbar Scan image Scanner Connection Card insert auto deteci Live update Delete Image Save to file Clipboard TR Card authentication 7 Vericaion Static Authentication reference toggle Static Open QA view ST Open configuration Exit 1 End of Scan Detected State Background Save Progress Figure 1 Main Screen THE MAIN SCREEN CONTROLS Ba Always on Top Toggles the application window between normal mode and always on top mode B Help Displays this document EI Print Preview Shows the scanned image and the data before printing 3 Print Prints the scanned image and the data e E Toggle Toolbar Minimizes the application screen to display only a toolbar with the application controls and restores the full application screen again e ES Card Insertion Auto Detect Set the automatic detection of card insertion on and off E Live Update Updates your software with the most recent version using the Internet IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 11 Scanshell 800 The main screen controls E Driver midi zl Category Toggles between the ava
32. ad com A member of the Groujo Figure 23 General Document data window In General Document scanning mode both sides of a document can be scanned Use the A B button at the button of the window to view the two document sides DATA SAVING Text data saving options are controlled from the configuration panel s Automation tab See Automation tab page 56 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 43 Magshell overview 6 MAGSHELL OVERVIEW idScan for magnetic cards reads the magnetic strip of ID documents and extracts the textual information stored on it into a file or the clipboard When reading magnetic strips idScan starts analyzing the data on the magnetic strip as soon as the document is swiped and the data is saved in a text file In magnetic reading mode idScan offers three naming conventions to the saved text data e Fixed file name e Ascending numerator name i e Card 0 txt Card 1 txt Card 2 txt e Naming according to the customer name or ID Number as extracted from the ID card Full automation of the process allows the user to chain feed documents to the MagShell reader while processing takes place in the background The MagShell readers are capable of reading any AAMVA and ISO compliant Driver License with a magnetic strip GETTING STARTED Please read chapter 1 Getting Started on page 7 for information concerning the installation of the application an
33. amed herein Occasionally changes or variations exist in the software that are not reflected in the manual Generally if such changes or variations are known to exist and to affect the product significantly a release note or read me file accompanies the manual and or the distributed software In that event be sure to read the release note or read me file before using the product PUBLICATION The descriptions specifications design and procedures contained in this manual were effective at the time of publication of this manual Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 2 Table of Content TABLE OF CONTENT 1I ES UE 2 A AAA EE EE 2 Notice EE dadas 2 Publteoatton 2 TABLE OE CONTENT elencos Eed 3 TABLE OF CUA 5 BEFORE USING THE SCANNER aa 7 MINIMUM SYSTEM REQUIREMENTS e 7 CONNECTING THE SCANNER Lao 7 INSTA Na EER 8 STARTING THE PROGRAM 0 ss2escb ee 8 DUNN e e E 8 OVERVIEW oocococcncncnccananannns GETTING STIARTED THE PROGRAM INTERFACE THE MAIN SCREEN CONTROLS PROGRAM OPERATION Card Insertion Auto Detec t Selecting country and state Auto detecten a a Aa E E E A E AA a E A E A S Ke IERENS e SCANNING A NEW DOCUMENT Steet Custom fields User defined fields AANEREN 18 Editing and deleting custom fields snoei
34. ate Figure 35 Scanner configuration panel Image tab Document size The document size determines the size of the scanned area This area is defined by the width and height values as shown in Figure 11 below using the ScanShell800 scanner Figure 36 Document Measurements Passport size the drop down list offers the following options IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 66 Configuring the Program Image tab e Full size 3 x5 Scan the full size of the document Full size 3 5 e Data section only Scan only the data section of the document Driver License size offers the following options e ID card landscape cad pata Photo size 3 x 5 Large photo size 4 x 6 D Custom size e Photo size E x 5 Auto detect size e ID card portrait e Large Photo size 4 x 6 e Custom size offers variable scan size from 1 85 x 2 to 4 1 x 9 Wx H If selected the Custom button becomes available allowing you to define the scanning area e Autodetect size the application will attempt to detect the document size automatically e MRZ section only applicable to European documents If selected only the 2 3 MRZ lines at the bottom of the document are scanned Note If the scan size is smaller than the actual document the image will be cropped to the size defined by the scan size Color Schem
35. ation window conan cr non nro ncnnnns 68 Scanner configuration panel Print ob 69 Print custom fields aloe muni eidel eegene 70 EN Me E E 71 Live Update user da o 72 EHNEN 73 Main screen in minimized mode 81 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Installation 1 GETTING STARTED BEFORE USING THE SCANNER The application has been carefully packaged to avoid damage during transportation Before operating the scanner please remove the packaging materials After removing the packaging materials you will find the following ScanShell scanner CD of the application USB interface cable User license card Calibration card only with ScanShell 800 800N MINIMUM SYSTEM REQUIREMENTS The minimum system requirements are Pentium III with 128MB Win 98 Second Edition or higher USB port 15 MB free storage space CONNECTING THE SCANNER The scanner is connected to the computer via the USB port To connect the reader do the following Place the scanner on a flat firm solid surface with easy access Plug the USB interface cable into the USB port of the computer After the Add new hardware wizard dialog box appears click Next until you are asked to set the driver for the reader You ll find the driver on the Installation CD at lt CD ROM drive gt Scanner Driver ScanShell800 for scanner model ScanShel800 lt CD ROM drive gt Scanner Driver ScanShell800N for scanner
36. auto detection option is selected in the State field Business card detected successfully Saved images 1 1 Figure 2 status bar document type indication IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 14 Scanshell 800Program Operation Note e Combined category Driver license ID card Same as the above idScan attempts to recognize the document type automatically e Other categories Select the category of the scanned document If you scan the same document type regularly selecting the exact category could speed up the process compared to using the combined category SELECTING COUNTRY AND STATE State e United States auto detect If you scan a driver license or an ID card you have to specify the Driver s license or State 1 United States auto detect ID card issuing country or state to enable United States gt the OCR recognition process Canada gt A i America auto detect Click on the field arrow and navigate Europe gt through the popup lists to the desired Australia p Baamas i Bermuda country state Asia South Africa Dei Auto detect Chile General doc gt boda Ri In most cases you can select Auto Detect pete ies i El Salvador top of the list which will cause the SE application to detect the issuing Mexico country state automatically However if Ref Nicaragua the data extractions results are not WE Peru accurate you wil
37. c reading tab page 73 2 Most settings can also be set up from within the application main window CATEGORY A er License E Select the scanned document types as follows e ID cards Driver Licenses e General card SCAN IMAGE 1 Click on the arrow and select the Mag Strip the Magshell magnetic reader must be connected to the computer make sure the green lamp is on de lt 7 Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found If no scanner is detected input of new data is not possible OUTPUT OPTIONS Select the data output option Save to file or copy to the clipboard which allows immediate pasting into another application Active only if manual save is selected in the configuration panel see Magnetic reading tab page 73 Selecting Save to file opens the Save As dialog after the scan is complete SWIPING A NEW DOCUMENT Swipe a document The scanned data will be saved according to the settings you specified in the configuration panel see Magnetic reading tab page 73 ID DATA After scanning and processing the card you can review the acquired text by opening the ID Data window To open the ID Data window press the OCR button on the main screen IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 48 MagshellID Data The D Data window shows the data retrieved either from the card Irrelevant
38. canShell T i a BB 3 e E Category Driver be ID Buniness ci State cgpa knage sourct Toggle toolbar Scan image Scanner Connection Card insert auto deteci Live update Delete Image Save to file Clipboard TR Card authentication 7 Vericaion Static Authentication reference toggle Static Open QA view ST Open configuration Exit 1 End of Scan Detected State Background Save Progress Figure 8 Main Screen THE MAIN SCREEN CONTROLS e Always on Top Toggles the application window between normal mode and always on top mode e E Help Shows this document EI Print Preview Shows the scanned image and the data before printing 3 Print Prints the scanned image and the data e E Toggle Toolbar Minimizes the application screen to display only a toolbar with the application controls and restores the full application screen again e N Card Insertion Auto Detect If pressed allows scanning by pressing the scanner buttons E Live Update Updates your software with the most recent version using the Internet IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 22 Scanshell 1000 The main screen controls Ge Diver E Category Toggles between the scanned document types and sets the source for data detection accordingly State e United States auto detect i ae M Driver s license country Sets the country and state to be used for the OCR recognition template Yo
39. canning Solutions all rights reserved 45 MagshellThe main screen controls Ss Diver dec E Category selection of the scanned document types sets the source for data detection accordingly ee e Rotate Image Rotates the image 90 degrees clockwise not applicable in magnetic scan mode e ad Zoom Image Click to enlarge the image for better reading not applicable in magnetic scan mode SCH Scan NS Image Scan Image Starts the image scan if using manual scan and the image source is set to scanner Otherwise activates the File Open dialog Note Toggle to file is possible only if a scanner is physically connected to the PC or if the license key used is a temporary key Scan Image Toggle Image Source Sets the input image source to Scanner Magshell magnetic reader ScanShell scanner or an image file on the hard disk e e E Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found e x Delete Image Deletes the scanned image This gives you a way to control the image prior to saving not applicable in magnetic scan mode e Save to File Active only in manual save mode Opens the SAVE AS dialog if file saving is enabled or saves the file to the clipboard d Toggle Image Output Active only in manual save mode Sets the output destination to file or clipboard S License e Veilication Card Verification A
40. canshell 1000 ID Data e Click Adel and type in a name for the field e Repeat the process to create additional fields e Click OK You will find new fields in the Custom fields window You can now type values or data into the field Editing and deleting custom fields Repeat the process above After the Add window opens select a label and click Edit to change the field s name or Remove to remove it When you are done click OK ID DATA SAVING Text data saving options are controlled from the configuration panel s Automation tab See Automation tab page 56 IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 32 Scanshell 1000 ID Card VERIFICATION ID CARD VERIFICATION Use this option to check if the card you scan is genuine IdScan License will scan the data on the card using OCR and then compare it to YU Verification data from a second source on the card either the barcode or the Ref Barcode magnetic strip if available If the data from the two sources Sre OCR match the card is genuine Else the card is either faked or one of the data sources on the card is corrupted TO VERIFY A CARD H Select Record gt New Record from the menu bar or click on the New Record button from tool bar 4 The New Record Screen will appear Select a state from the State dropdown list or use the State Detect option for OCR You are advised to select the state manually because if th
41. ctivates the verification function require a Scanshell scanner connected to the computer to allow scanning and retrieving data from barcode or OCR License o e Verification Toggle reference Sets the reference source for card verification purposes ocr e A Open OCR View Opens extracted text view IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 46 MagshellThe main screen controls e 2 Open Configuration Dialog Opens the configuration dialog screen in which all the application behavior can be set Exit x ee e Exit End of Scan Used to close the application or to save the current image used in automatic save mode only Saved images 0 0 e Background Save Progress Status bar Shows the background saving progress used in automatic save mode only e FIPUploaded 0 3 FTP Progress Status bar Shows the progress of FTP Export e Detected State Floida Detected State Status bar Displays the detected state when State Auto Detect is selected IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved MagshellSwiping cards SWIPING CARDS Once the Magshell magnetic reader is connected to the computer all you need to do is swipe the card through the reader Before scanning you have to set up the scanning configuration This can be done in two ways 1 In the configuration panel in which you can control all the program settings see Magneti
42. d connecting the scanner IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 44 MagshellThe Program Interface THE PROGRAM INTERFACE The following figure shows the application main screen Always On Top Help Print Preview Data source category Rotate otate Image State Selection Print arc Scennirg Solutions ScanShell T i DB e 3 fi Cege Diver kc ID Business e zw State cgpa knage sourct Toggle toolbar Scan image Scanner Connection Card insert auto deteci Live update Delete Image Save to file Clipboard TR Card authentication 7 Vericaion Static Authentication reference toggle Static Open QA view ST Open configuration Exit 1 End of Scan Detected State Background Save Progress Figure 24 Main Screen THE MAIN SCREEN CONTROLS e Always on Top Toggles the application window between normal mode and always on top mode E Help Displays this document EI Print Preview Shows the scanned image and the data before printing 3 Print Prints the scanned image and the data e E Toggle Toolbar Minimizes the application screen to display only a toolbar with the application controls and restores the full application screen again e N Card Insertion Auto Detect Not available in magnetic scan mode E Live Update Updates your software with the most recent version using the Internet IdScan User Manual version 9 0 Card S
43. d into the File Path or selected by clicking the File Path button In the window that opens you can navigate to the directory in which you want to save the files The file format may be one of seven supported formats BMP JPG PCX PNG TIFF TGA PSD You determine the file format in which the images will be saved by selecting the format extension in the File Extension combo box The file name is determined by the Saving Types radio buttons as follows DRIVER LICENSE IMAGES TAB Use this tab to specify driver license saving options e Save to ascending file name The software will create a new file name for each saved file based on a combination of the Base File Name and the Name Index that determines the value by which the index is increased for each file For example if the Base Name is set to IMAGE and the Name Index is set to 1 the first saved file name will be IMAGE1 BMP the second saved file name will be IMAGE2 BMP etc e Save to a fixed file name This method saves the image to a fixed file name based on the value in Base Name Each new scan saves a new image file that is written over the previous scanned image file IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 59 Configuring the Program Automation tab e Use file time stamp as file name The image is named with the current time and date e Save to a file name using extracted data from ID The
44. detected successfully Saved images 1 1 Figure 11 status bar document type indication e Combined category Driver license ID card Same as the above idScan attempts to recognize the document type automatically e Other categories Select the category of the scanned document If you scan the same document type regularly selecting the exact category could speed up the process compared to using the combined category IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 26 Scanshell 1000 Scanning Documents SELECTING COUNTRY AND STATE State e United States auto detect If you scan a driver license or an ID card you have to specify the Driver s license or ID card issuing country or state to enable the OCR recognition process State e United States auto detect United States gt Click on the field arrow and navigate Canada kk F through the popup lists to the desired EE america auto detect country state Europe gt Australia panamas Auto detect Ada S Bermuda In most cases you can select Auto Detect South Africa gt geg top of the list which will cause the Generaldoc P ica application to detect the issuing El Salvador country state automatically However if H Guatemala the data extractions results are not mexico accurate you will need to specify the Rel Nicaragua issuing country or state manually Sic Peru Puerto Rico SCAN IMAGE 1
45. dimensions and size JPEG Quality Sets the image quality when saving in JPEG format This value range can be between 11 and 100 100 represents the best image quality but would also result in the biggest file size TEXT STAMP The text stamp window allows you to add an automatic text stamp to the scanned image This window lets you insert a text string and control various text parameters Text stamp on image Stamp text on image Text BS oci Vertical position O Top O Midde Bottom Horizontal position O Let O Middle Right Example JCENS LASS DRIVER Florida Figure 37 Text stamp configuration window SCANNER CALIBRATION With time the scanner colors detection tends to change to incorrect values This phenomenon affects the text detection accuracy as well as the resulted image quality For detailed instructions on how to calibrate the scanner see Appendix C Maintaining the scanner page 79 CLEANING THE SCANNER Cleaning the scanner from time to time to improves the scan quality For detailed instructions on how to clean the scanner see Appendix C Maintaining the scanner page 79 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 68 Configuring the Program Printing Print tab PRINTING PRINT TAB IMAGE PRINT SIZE Surprisingly the printed image size depends very much on the graphic program used In some low end graphic applications s
46. e Color scheme defines the number of colors used to display the image In general the higher the number of colors the better and clearer is the image However please bear in mind that more colors result in a larger file size idScan offers the following color schemes True color 24 bit color image 256 colors 8 bit color image 256 shades of gray 8 bit gray image Black and white 1 bit image As mentioned above more colors mean larger image file size The relation between color scheme and file size can be defined approximated as follows File size 2 number of bits Accordingly if a certain document scanned in black and white format produces a file of 50KB the same document produces an image file of 400KB when scanned in 256 colors or gray scale and 1 2 MB for true color Resolution The resolution parameter defines how vividly the image will be displayed In general an image that is scanned in higher resolution shows more details of the original document image However as with the color scheme higher resolution means larger image file size idScan supports scanning resolutions in the range of 50 dpi to 600 dpi in increments of 10 dpi IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 67 Configuring the Program Image tab idScan calculates the approximate file size for bitmap format based on the current document size color scheme and resolution The result is displayed under Image
47. e the icon on the button will flash if it s not active it will be black Place the ID card in scanner 7 If you are not using the Auto detect card insertion option Click on the Scan button to scan the data source This scan will be saved to the database if you will save the record 8 If you are using the AutoDetect card insertion mode just insert the card into the scanner 9 IdScan will scan the card and than prompt you to scan the card a second time Insert the card again in the scanner reader and repeat the steps above 10 If the data from the two sources on the card matched the icon on the verification button will be green If it did not match the icon will be red which means the card is not in order either faked or one of the data sources on the card is corrupted 11 Press OK to save the record to database UNDERSTANDING THE VERIFICATION STATUS LIGHT The status light provides indications for the verification process as follows e Solid black color the verification function is not activated e Solid brown color the verification function is activated and waits for the reference scan or swipe e Flashing brown light the reference scan or swipe has been successful waits for the scan of the source e Solid green color the source was scanned successfully and the verification is successful the data of the two sources match e Solid red color the source was scanned badly or the verification is failed the
48. e 5 Figure 6 ID Data Details mode CUSTOM FIELDS USER DEFINED FIELDS Custom fields can be useful for creating badges and other purposes e Click on the OCR button at the bottom left of the main screen e Click on the Details button at the bottom left of the window that opens e Click on the Custom button at the bottom left of the window that opens e Click on the Labels button at the bottom of the window that opens to create a label for the field Custom Data Labels Figure 7 Cusotm fields creation window IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 18 Scanshell 800 e Click Add and type in a name for the field e Repeat the process to create additional fields e Click OK You will find new fields in the Custom fields window You can now type values or data into the field Editing and deleting custom fields Repeat the process above After the Add window opens select a label and click Edit to change the field s name or Remove to remove it When you are done click OK ID DATA SAVING Text data saving options are controlled from the configuration panel s Automation tab See Automation tab page 56 ID CARD VERIFICATION Ll License Verification Ref Barcode Src OCR Use this option to check if the card you are scanning is genuine IdScan will scan the data on the card using OCR and then compare it to data from a second source on the
49. e program will check for updates If updates are found you will be prompted to confirm download and installation If you confirm the program will download the most recent updates and install them automatically UNINSTALL To uninstall the software open the Add Remove Program control panel Select the Application icon and click on Add Remove Follow the uninstall instructions until the operation is completed IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 8 Introduction INTRODUCTION IdScan is a modular scanning application for various cards and ID documents It extracts both the information data and image of documents into an external file clipboard or third party software In addition idScan is capable of exporting the extracted data and image to other applications email FTP and the web With an outstanding cards scanning and processing speed combined with a powerful OCR engine idScan is ideal for customer service offices government agencies various businesses and third party kiosk applications The available modules are idScan for Driving Licenses scans and extract the data and image of various ID documents such as driver licenses and passports idScan for Passports scans and extract the data and image of passports idScan for Business Cards scans and extract the data and image of business cards idScan for Magnetic Cards reads data of magnetic strips Ba
50. e state is not recognized for some reason you ll have to repeat the process You can also select a state from the quick state selection buttons if you have predefined them To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected 6 Use the popup menu of the card verification button to y License select a second card data source which will be used for WO Verification comparison with the OCR results Barcode by default Mag Reader The magnetic Reader will only be available if a 2D Barcode Magnetic reader is connected to the computer 7 Click on the Card verification button to start the verification When the verification process is active the icon on the button will flash if it s not active it will be black Place the ID card in scanner 9 If you are not using the Auto detect card insertion option Click on the Scan button to scan the data source This scan will be saved to the database if you will save the record 10 If you are using the AutoDetect card insertion mode click on the scanner button 11 IdScan will scan the card and than prompt you to scan the card a second time Insert the card again in the scanner reader and repeat the steps above 12 If the data from the two sources on the card matched the icon on the verification button will be green
51. eading both 1D barcodes which are the traditional barcodes appearing on various products as well as the new 2D barcode which is setting new standards for identification From driver licenses to social services and national ID cards PDF417 has become the preferred means of encoding ID information PDF417 answers the need to store and transfer large amounts of data securely and inexpensively A single PDF417 symbol carries up to 1 1 kilobytes of machine readable data and it can contain biometric data files such as photographs fingerprints and signatures as well as text numbers and graphics To use idScan s barcode reading capabilities select the appropriate barcode type from the Category dropdown list and follow the instruction in Scanning a new document page 40 GENERAL DOCUMENT MODE The General Document Mode lets you scan a general document type and extract its text data The data window displays the extracted text in raw format not in fields The data cannot be edited however you can control the font used to display the data by clicking on the Fonts button and adjusting font parameters IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 42 Scanshell 800 N General Document Mode MN Side A SAN RAD Gil Chaouat Director of Product 32 Hlabarzel St Entrance Management Tel Aviv 697 1 0 1srael Tel 972 3 7674806 Fax 972 3 6474 04 Mobile 972 54 7703308 Email gi sanr ad Comp Web www sanr
52. er Manual version 9 0 Card Scanning Solutions all rights reserved 23 Scanshell 1000 Scanner button assignment e 2 Open Configuration Dialog Opens the configuration dialog screen in which all the application behavior can be set Exit x ee e Exit End of Scan Used to close the application or to save the current image used in automatic save mode only Saved images 0 0 e Background Save Progress Status bar Shows the background saving progress used in automatic save mode only e FIPUploaded 0 3 FTP Progress Status bar Shows the progress of FTP Export e _ Detected State Floida Detected State Status bar Displays the detected state when State Auto Detect is selected Scan Mago Strip ke Device connection indicator Red device is not connected Green device is connected gg Scan 5 S peso SCANNER BUTTON ASSIGNMENT Scanning using Scanshell 1000 can be initiated either by pressing the Scan Image button or pressing the scanner buttons after they eeh have been configured gt mage To configure the scanner buttons ioe 1 Click on the Configuration button and select the Automation tab 2 Select the Paper auto detection box Scanner Configuration Image Print Live Update Automation License text export OCR text export Data Source Scanner O Image file O Magnetic strip Paper auto detection Scanner button assignement Figure 9 Scanshell 1000 button assignment 3
53. fields are disabled depending on the state The data displayed in the JD Data window can be reviewed and edited Once a new ID card is scanned this data is transferred to a text file if this option is enabled To open the ID Data window press the OCR button on the main screen To edit details select the desired details and type ID Data e United States auto detect License 170 362 855 Name GEORGIOU Middle CLEGG L Name ALEX Suffix Address JAY ST City STONY POINT State NY z p 10980 Issued 123101 Expires mmm D 0 8 01 02 65 Class D Age 40 Figure 25 ID Data basic mode The JD Data window can be viewed in two modes e Basic mode Only the most important data is shown e Detailed mode Shows all the data on the card You can toggle between the two modes using the Basic Detailed button at the bottom of the ID Data window State You can select the state manually from the dropdown list or let the program detect the state automatically by selecting auto detect at the top of the list if available IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 49 MagshellID Data State ID License Name L Name Address City State Issued DOP Age CUSTOM FIELDS USER DEFINED FIELDS e United States auto detect 1170 362 855 GEORGIOU Middle CLEGG ALEX Suffix 7 JAY ST STONY PO
54. g it would be a good idea to configure the program s scanning and file saving options Click on the Open configuration screen button in the main screen see figure 1 page 11 The following configuration panel will be displayed Scanner Configuration Image Print Live Update Automation License text export OCR text export Data Source Image Source Scanner Image file Magnetic strip Section Paper auto detection Scanner button assignement Manual save O Save to clipboard Save to file Manual File Scan scheme Single side document Save Section Default save type bmp v Auto save Auto File Save Section Save immediately after scan Rotate picture after scanin 0 degrees Figure 29 Scanner configuration panel The configuration panel first tab is the Automation tab Here you can set various parameters of scanning and saving data and images The Automation tab consists of three main sections e Data source e Manual file save e Auto file save IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 35 Configuring the Program Automation tab AUTOMATION TAB DATA SOURCE The Data Source section determines the data input source Scanners magnetic strip or image file Checking the Scanner option does the following e Sets the scanner as the input image device e Sets the Scan button icon to a scanner image in the main screen e Enab
55. g the VERIFICATION status Jet 53 What to do when verification fails ccccsccesseesseescesseesseesecesecesecesecesecaecaaecasecsaeeseesaeeeseeseeeeeeenees 53 7 CONFIGURING THE PROGRAM essessessrsesesececoeroroesesecceeeroroesesecceeororoesececoesosoeseoeeosorseseceeeesese 55 AUTOMATION TAB a EE 56 Dia ao 56 Ke 57 KEE 38 Tima ge MANUAL SV risa 58 ATRAE SEENEN 58 File N min g See ENEE EES 59 Driver License images tab aia 59 General documents TMA ES iia 60 LICENSE TEXT EXPORT TAB ee ENEE raices 61 Extract UA ii 62 ExtractJace tmageto E 62 Extract signature Image tO le 62 EXPOTt1d data to WED Ai 62 Extr t ID datato a EE 62 Document ty pe ex portistrim es air nd aii 63 Append r cords ao E 64 OCR TEXT EXPORT TAB ntc orcas 65 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 4 Table of Content TMAGETAB di ii 66 LOX SAMD cris A AR A a OES Re A 68 IS EE 68 Cleaning the SCANNED coi ea ela a iia EEES 68 PRINTING PRINT TAB cuisosdano ios 69 Image Print Sizer idad ae casetaeitasqdeusoa ENEE E a EREE ESAE Eara Eiaha 69 LIVE UPDATE KEE 71 MAGNETIC READING TAB ads 73 Mana EE 73 AUTOS OVER o a e it la EE 73 KR 74 MAGNETIC CARD DATA EXPORT TAB oococococonononononononononononononononononononononononononononononononononononononcncncninininons 74 Ia 74 8 APPENDIX A SUPPORTED STATES FOR DETECTION sscccsssscsssssccsssssccesssscecess 75 9 APPENDIX B SUPPORTED SCANNERG
56. ide the application main screen from the system tray NOMAG Eliminates the use of the magnetic strip engine Using this option speeds up the application start up USING THE COMMAND LINE SWITCHES To use the command line switch add the switch to the application shortcut as follows Assuming that you have a shortcut to idScan on your desktop and you want to add to the program the MI switch that will cause it to run in minimized mode 1 Right click on the shortcut and select properties 2 Modify the TARGET field from F Program Files Card Scanning Solutions idScanOCR Ver 6 3 0 IDScanOCR exe to F Program Files Card Scanning Solutions idScanOCR Ver 6 3 0 IDScanOCR exe MI 3 Click OK to close the properties dialog Important Make sure you type the switch value after the double quote character You can add several switched one after the other as follows F Program Files Card Scanning Solutions idScanOCR Ver 6 3 0 IDScanOCR exe MI NOMAG ShowGUI RUNNING IN MINIMIZED INTERFACE MODE Running in Minimized Interface mode displays the program with a minimum set of controls thus preventing the user from altering the program configuration Nevertheless this operating mode allows the user to take full advantage of all the features embedded in the program To run in Minimized Interface mode the program needs to be started with the MI switch To do so change the program shortcut used to start the program from C Program
57. iguration If auto detect is not turned on scanning starts when you click the Scan Image button on the screen IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 25 Scanshell 1000 Scanning Documents CATEGORY A e License E Select the scanned document types according to the used ScanShell 800support all document reading as follows e Driver Licenses e Passports e Business cards e Barcodes e Checks e Signatures Categories e Combined category Driver license ID Business card In this mode ScanShell scans a document assuming that the document is a either a driver license or an ID card If it is indeed a driver license or an ID card the process shows the license details and exports the data If the document is not a driver license or an ID card ScanShell switches automatically to business card mode and attempts to process the scanned card as a business card The progress of this process can be followed in the status bar at the bottom of the screen which also indicates whether the card is being processed as a driver license or a business card Clicking the OCR button will open an appropriate window according to the document type detected driver license details for scanned driver licenses and business card details if the scanned document was a business card Note This option is only available if the United State auto detection option is selected in the State field Business card
58. ilable document types according to the used scanner and application and sets the source for data detection accordingly State y United States auto detect i i Vad inl a Driver s license country Sets the country and state to be used for the OCR recognition template You can also set state detection to Auto Detect top of the list e Rotate Image Rotates the image 90 degrees clockwise This allows you to control the image orientation prior to saving e 4 Zoom Image Click to enlarge the image for better reading gt Scan lt 4 Image e s Scan Image Starts the image scan if using manual scan Otherwise activates the File Open dialog Note Opening a file is possible only if a scanner is physically connected to the PC or if the license key used is a temporary key Toggle Image Source Sets the input image source to Scanner ScanShell 800 800N 2000 or ScanShell 1000 Magnetic reader or an image file on the hard disk e e E Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found e Ka Delete Image Deletes the scanned image This gives you a way to control the image prior to saving e Save to File Active only in manual save mode Opens the SAVE AS dialog if file saving is enabled or saves the file to the clipboard R Toggle Image Output Active only in manual save mode Sets the output destination to file or clipboard
59. in a predefined directory Saving can be performed as soon as scanning is complete or when the next card scanning starts IMAGE MANUAL SAVE The scanned image can be saved manually either to a file on the hard disk or to the clipboard You select the file destination as follows Save to clipboard To save the scanned image to the clipboard check the Save to clipboard checkbox See Figure 2 page 14 Note that the Save button in the main screen now displays a clipboard icon Save to file To save the scanned image to a file check the Save to file checkbox See Figure 2 page 14 Note that the Save button in the main screen now displays a diskette icon Scan scheme Select the desired saving scheme single side double side or two sides on the same image If the later is selected you can specify the image layout by clicking on the orientation button Side A above B or B above A Default save type Once Save to File is selected you can set the default file format in which the file will be saved by using the Default save type dropdown list idScan supports seven image file formats BMP JPG PCX PNG TIFF TGA PSD IMAGE AUTO SAVE Image auto save is particularly useful for large batch scanning jobs This option enables chain feeding the scanner while image saving is done automatically without user interference Scan scheme Select the desired saving scheme single side double sided or two sides on the same image
60. in screen IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 56 Configuring the Program Automation tab SCANNER BUTTON ASSIGNMENT If you use the Scanshell 1000 scanner clicking the Scanner button assignment will open the following window allowing you to assign specific document category to each of the scanner buttons ScanShell1000 button assignement Button 1 assignement Current main screen category ze Button 2 assignement MECA DEE Button 3 assignement Current main screen category ov Figure 30 Scanshell 1000 button configuration To configure the Scanshell 1000 buttons Select a document type from the dropdown list of the desired scanner button Note that an arrow is marking the corresponding button in the picture Click OK Repeat the selection for the other buttons Note The scanner button assignment option is available only if auto detection is enabled IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 57 Configuring the Program Automation tab SAVING OPTIONS Once an image is imported it can be saved to a file or to the clipboard Images can be saved in two ways Manual save The image is saved to the hard disk or to the clipboard as soon as the user clicks on the Save button or immediately after the scanning depending on user settings Automatic save The image is saved to the hard disk
61. ither to a text file or to the clipboard In this mode the destination file or clipboard can also be selected from the main screen AUTO SAVE In this mode the text is saved automatically to a file after each scan Once the card is scanned the data fields are formed into a single record and saved to a text file under one of three names Save to ascending file name A numerator is added to a basic file name pre defined by the user forming the file name Save to a fixed file name The same file name is used for all the cards If Append Record is selected the records are accumulated in the file If it is not checked each scan overwrites the previous record Save to file name using extracted data from ID The client name id are used to define the file name SAVE IMMEDIATELY AFTER SWIPE When this is checked the application will save the data immediately after the swipe operation If Manual Saving and Save to File are selected the Save As dialog will appear immediately after a swipe If the check box is unchecked the saving procedure will take place at the next swipe job giving the user the ability to modify the text before it is saved to the file If Manual Saving is selected the Save as dialog will be invoked in the next swipe IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 54 Configuring the Program ID Card VERIFICATION 7 CONFIGURING THE PROGRAM Before you start scannin
62. l need to specify the Puerto Rico issuing country or state manually SCAN IMAGE 8 Click on the arrow and select the image source Scanner pt or an image file on the hard disk The third option Mag connected to the computer Strip is only available if a Magshell magnetic reader is 9 Start the scan if Auto detect is not selected by pressing the Scan Image button Image file can be selected if a scanner is physically connected to the PC or if the license key used is a temporary key 10 Y Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found If no scanner is detected input of new data is not possible OUTPUT OPTIONS Select the data output option Save to file or copy to the clipboard which allows immediate pasting into another application Active only if manual save is selected in the configuration panel see Saving options page 58 Selecting Save to file opens the Save As dialog after the scan is complete 15 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Scanshell 800 Scanning a new document SCANNING A NEW DOCUMENT To scan a new document just feed the document into the scanner If the scanner is set to automatic scan mode the scanner will start scanning the card automatically In manual scan mode the scanner starts scanning when you click on the Scan button in the main screen See Automa
63. les the lower checkbox titled Paper auto detection Checking the Image File option does the following e Sets the image source as a local image file from the hard disk e Sets the Scan button icon to an Open file image in the main screen e Disables the lower checkbox titled Paper auto detection Checking the Magnetic Strip option does the following e Sets the Magnetic Strip Reader as the input device e Sets the Scan button icon to a magnetic strip card image in the main screen e Disables the lower checkbox titled Paper auto detection Checking the Automatic scan size option does the following This feature is available only if the ScanShell800N scanner is connected It allows for scanning undefined document sizes and continuous scan of the full length of the document Once the scan is complete the image is cropped automatically to its proper size This feature is useful for scanning different documents of different sizes Paper auto detection Checking this option will cause the scanner ScanShell 800 800N 2000 to auto detect document insertion and start the scanning and saving process automatically When using the ScanShell 1000 scanner any of the scanner buttons can be pressed to start the scan In addition the scanner buttons can be configured see next section If the Paper auto detection is unchecked the scanner starts scanning when you click on the Scan button in the ma
64. ll 94 Webl 95 WebLabel2 96 Web2 97 WebLabel3 98 Web3 99 RecentDocType 100 Text3 101 IdCountry 102 CheckAmmount IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 84 Appendix F Supported States for Detection 103 CheckDate 104 CheckIssue 105 CheckIssueBank 106 CheckMicr 107 CheckNum IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 85
65. ll flash if it s not active it will be black Swipe the card IdScan will prompt you to scan the card a second time Insert the card in a Scanshell scanner Place the ID card in the Scanshell scanner If you are not using the Auto detect card insertion option Click on the Scan button to scan the data source This scan will be saved to the database if you will save the record If you are using the AutoDetect card insertion mode just insert the card into the Scanshell 800 scanner or click the Scanshell 1000 button If the data from the two sources on the card matched the icon on the verification button will be green If it did not match the icon will be red which means the card is not in order either faked or one of the data sources on the card is corrupted 10 Press OK to save the record to database IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 52 MagshelllD Card VERIFICATION UNDERSTANDING THE VERIFICATION STATUS LIGHT The status light provides indications for the verification process as follows Solid black color the verification function is not activated Solid brown color the verification function is activated and waits for the reference scan or swipe Flashing brown light the reference scan or swipe has been successful waits for the scan of the source Solid green color the source was scanned successfully and the verification is successful the data of the two
66. ment e EI Print Preview Shows the scanned image and the data before printing c 3 Print Prints the scanned image and the data e E Toggle Toolbar Minimizes the application screen to display only a toolbar with the application controls and restores the full application screen again N Card Insertion Auto Detect Set the automatic detection of card insertion on and off e K Live Update Updates your software with the most recent version using the Internet IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 36 Scanshell 800 N The main screen controls e BEE Business card Category selection of the scanned document types sets the source for data detection accordingly dl e Rotate Image Rotates the image 90 degrees clockwise This allows you to control the image orientation prior to saving e Zoom Image Click to enlarge the image for better reading Gee y Scan RK Image e Scan Image Starts the image scan if using manual scan and the image source is set to scanner Otherwise activates the File Open dialog Note Opening a file is possible only if a scanner is physically connected to the PC or if the license key used is a temporary key Toggle Image Source Sets the input image source to Scanner ScanShell 800N or an image file on the hard disk e canner Connection A green light indicates that the scanner is connected to the PC A red light indicates that
67. model ScanShel800N lt CD ROM drive gt Scanner Driver ScanShell1000 for scanner model ScanShel1000 lt CD ROM drive gt Scanner Driver MagShell900 for magnetic reader model MagShel900 After you specify the driver click Next until the installation is complete IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Installation INSTALLATION To install the software on the computer do the following 1 Close all programs 2 Insert the CD into the CD ROM drive 3 Wait until the install program begins and follow the instructions on the screen 4 If the install program does not automatically start click the My Computer icon on the desktop and then select the CD ROM drive 5 Double click on the Setup program Once the Setup program starts select the application name from the left list and click on the Setup icon Enter your license key number when prompt and follow the instructions STARTING THE PROGRAM The very first time you start the program after installation you will be prompted to enter your registration key You ll find your registration key sticker on the box of your ScanShell scanner On the first time you start the program you will also be prompted to check for new updates Click Yes to let the program check for updates make sure you are connected to the Internet at that time or No to skip the update check and proceed to the program s main screen If you click yes th
68. n the string Business card ocr Notes 1 Ifa specific field is not supported in the current state its corresponding value is empty 2 ID number and License number have the same value in the US ID image file name holds the full path and name of the ID card image file 4 First name Middle name Last name Name suffix fields are generated by parsing the Name field and not directly from the cards 5 Text lines 1 3 are extracted only for Chile driver licenses These data fields are not extracted for other states or countries Important This order is guaranteed to remain in this format in future versions of idScan However this list may expand in the future to include additional fields as more states are supported These new fields will be added to the end of the list IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 63 Configuring the Program License Text Export tab APPEND RECORDS The records can be written to the text file in two ways e Appending mode In this mode each new record is appended to the end of the text as a new text line To activate this mode check the checkbox titled Append Records e Single record mode In this mode each new record overwrites the previous record thus the text file always contains a single record To activate this mode uncheck the box titled Append Records IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 64
69. ncconnan ns 28 Figure 14 Scanned driver license iia di Eege 29 Figure 15 1D Data basic modesta in 30 Figure 16 Figure 17 ID Data Details mode usada ta 31 Figure 18 Cusotm fields creation Window eeseseesesseeeseeeeeseesresersseesrrresssesnrssresseser 31 Figure EE 36 Figure 20 Scanned Business card ivi A A hes 40 Figure 21 ID Business card data veinticinco ENEE 41 Figure 22 Check data Ido al de el esse yet e el de 42 Figure EE 45 Figure 23 RRE 49 Figure 26 Figure 27 ID Data Details modestia 50 Figure 28 Cusotm fields creation Window eesessesesseeesesseesersreseessresersressseserssressesee 50 Figure 29 Scanner configuration panel oie 55 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 5 Table of Content Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Scanshell 1000 button configuration sseessseesseessessseesseessseessressersseesseee 57 File naming configuration Driver IWeenge es eeeeeeeeeeseeeseceseeeeeeeenees 59 File naming configuration General document coooconocccocccnocnconncconcnnncnnnnos 60 Scanner configuration panel License data processing tab eee 61 Scanner configuration panel OCR TEXT EXPORT tab ee 65 Scanner configuration panel Image ob 66 Document Measurements sil id temas 66 Text stamp configur
70. ng custom fields Allows you to print custom user defined fields This is useful for creating badges and for other purposes Custom fields can be added in the OCR window see Custom fields User defined fields page 18 This is useful to print badges e Click on the Print custom fields button Print Custom Fields Printed custom fields Oo Badge Print label and data Print data only C Clear custom data after print Figure 39 Print custom fields dialog e Select the fields you want to print e Select Print label and data or Print data only e Ifyou check the Clear custom fields your custom fields will be deleted after printing useful for a one time extra marking of records e Click OK IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 70 Configuring the Program Live Update Tab LIVE UPDATE TAB Live Update checks for updates whenever you are connected to the Internet and updates your program automatically with the most recent version of your program available Note If you don t configure your software for automatic Live Update you can still update it manually using the Live Update button in the main screen To use the automatic Live Update feature go to the Live Update tab in the configuration screen Scanner Configuration Automation License text export OCR text export Image Print Live Update C Keep my program up to date by verifying
71. nned unless the idScan software is configured to scan only the data lines of the passport The proper way to scan a passport is to put the information page the page that includes the person picture facing down on the glass and the data lines the lines at the bottom of the page against the plastic frame closer to the ScanShell 1000 logo as shown below _ A Pa ssport Data f p a Lines W AS Figure 13 The placing of a passport Either click on the Scan Image button if the scanner is set to automatic scan mode or the press the scanner button you assigned to the specific document type you are trying to scan See Automation tab page 56 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 28 Scanshell 1000 Scanning a new document Once the scan is complete the program will process the image and data The scanned image and data will be saved according to the settings you specified in the configuration panel see chapter 7 Configuring the Program page 55 9 Card Scanning Solutions idScan Adi bmp EN pS Ki Category Driver license ID State LICENSE NO CLASS EXTIRES 057411500 2 05 10 2003 gt GEORGHIOU ALEX Y 80 UNIVERSITY AVE BRIDGEPORT CT 06604 pon 05 10 1973 sex uct 5 06 vum 08 27 1999 RO fama i ENDORS de Si Fil Connecticut Open Image iy val File a License Verification Ref Magnetic Sreo OCR a Ae
72. no scanner was found e Ka Delete Image Deletes the scanned image This gives you a way to control the image prior to saving Save to File Active only in manual save mode Opens the SAVE AS dialog if file saving is enabled or saves the file to the clipboard w Toggle Image Output Active only in manual save mode Sets the output destination to file or clipboard License e Verification Card Verification Activates the verification function License e H Verification Toggle reference Sets the reference source for card verification purposes ocr A Open OCR View Opens extracted text view e 2 Open Configuration Dialog Opens the configuration dialog screen in which all the application behavior can be set Exit Sch Exit End of Scan Used to close the application or to save the current image used in automatic save mode only IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 37 Scanshell 800 N The main screen controls Saved images 0 0 e Background Save Progress Status bar Shows the background saving progress used in automatic save mode only e FIP Uploaded 0 3 ETP Progress Status bar Shows the progress of FTP Export e Detected State Floida Detected State Status bar Displays the detected state when State Auto Detect is selected IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 38 Scanshell 800 N Program Operation
73. r separated by a unique character The field separating character can be any of the following e Comma character default e Tab character e Custom defined character any single character from the keyboard IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 62 Configuring the Program License Text Export tab Each ID scan record is organized in a single line Each record has the following organizational order ID number License number Name Address City State Zip Issue date Expiry date Birth date Sex License class Social security ID image file name First name Middle name Last name Name suffix Scan time Scan date Text linel Text line2 Text line3 Note For a full list of exported fields please see Appendix E Full Export Fields List page 82 Document type export strings The document type is specified in the exported text file with the following exact strings When scanning driver licenses using OCR the last fields will contain the string Driver license ocr When scanning driver licenses using barcode the last fields will contain the string Driver license barcode When scanning driver licenses using a magnetic reader the last fields will contain the string Driver license mag When scanning passports using OCR the last fields will contain the string Passport ocr When scanning business cards using OCR the last fields will contai
74. rcode Reader Check Reader Signature Reader The modules available to you depend on the package you purchased The modules configuration usually depends on your type of scanner as follow Scanner Modules Page Scanshell idScan for Business Cards Check Reader Signature Reader 35 800 N Scanshell idScan for Driving Licenses idScan for Business Cards 10 800 2000 Barcode reader Check Reader Signature Reader Scanshell idScan for for Passports idScan for Driving Licenses 21 1000 idScan for Business Cards Barcode Reader Check Reader Signature Reader Magshell idScan for Magnetic Cards 44 For each package you will find a dedicated chapter explaining how to use the various modules included in your package IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Scanshell 800 Overview 3 SCANSHELL 800 The Scanshell 800 package includes the following modules idScan for Driving Licenses idScan for business cards Barcode reader Check reader Signature reader OVERVIEW IdScan with a Scanshell 800 scanner is a scanning application for various ID documents such as driver licenses as well as business cards barcodes checks and signatures It extracts both the information data and image of scanned documents into an external file clipboard or third party software In addition idScan is capable of exporting the extracted data and image to other applications email
75. separated by a tab and looks as follows DL number First Name Middle Name Last Name Address City State Zip Expire DOB Class Eyes Hair Sex Weight Height Restrictions Endorsements Custom character delimiter Each field is separated by a user defined character for example the character will look as follows DL number First Name Middle Name Last Name Address City State Zip Expire DOB Class Eyes Hair Sex Weight Height Restrictions Endorsements IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 74 Appendix A Supported States for Detection APPENDIX A SUPPORTED STATES FOR DETECTION The following table lists the countries and states supported by idScan This list will be updated in each new version release of idScan Docume nt ID Alabama Alaska Arizona Region Document Name Name Region Country ID Name Country ID Arkansas California Colorado Connecticut Delaware Washington D C Florida Georgia Idaho Illinois Indiana Iowa Massachusetts 21 ue o NIN Nn New Hampshire New Jersey New Mexico N N N P joj LA WW oo GO Go Go LA Utah 45 O 7 0 2 3 3 A 4 4 44 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 75 Appendix A Supported States and Countries Region Name ID Canada 1 Europe 3 i Australia 4 Country
76. served 77 Appendix B Supported Scanners APPENDIX B SUPPORTED SCANNERS Before using idScan the scanner driver must be installed idScan can work with the following scanner types e Scanshell 800 Driver for the scanner can be found at http www id scan com FTP Scanner_Drivers scanshell800 e ScanShell 900 Driver for the scanner can be found at http www id scan com FTP Scanner_Drivers MagShell900 e ScanShell 1000 Driver for the scanner can be found at http www id scan com FTP Scanner_Drivers ScanShell1000 e Scanshell 600 USB 201 Driver for the scanner can be found at http www ID scan com FTP Scanner Drivers USB 201 IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 78 Appendix C Maintaining the scanner Calibrating the scanner 10 APPENDIX C MAINTAINING THE SCANNER CALIBRATING THE SCANNER With time the scanner colors detection tends to change to incorrect values This phenomenon affects the text detection accuracy as well as the resulted image quality To reset the scanner to the proper colors the scanner needs to be calibrated How to calibrate To calibrate the ScanShell 800scanner open the configuration panel s Image tab insert the calibration paper card that was part of the scanner package into the scanner and click on the Calibrate button The ScanShell 1000 does not require a calibration paper just click on the Calibrate button CLEANING THE S
77. t up from within the application main window CARD INSERTION AUTO DETECT Click on this button to for automatic detection of card insertion If this button is pressed scanning will start as soon as you insert a card into the scanner If auto detect is not turned on scanning starts when you click the Scan Image button CATEGORY ee ver License E Select the scanned document types according to the used ScanShell 800support all document reading as follows e Driver Licenses e Passports e Business cards e Barcodes e Checks Categories e Combined category Driver license ID Business card In this mode ScanShell scans a document assuming that the document is a either a driver license or an ID card If it is indeed a driver license or an ID card the process shows the license details and exports the data If the document is not a driver license or an ID card ScanShell switches automatically to business card mode and attempts to process the scanned card as a business card The progress of this process can be followed in the status bar at the bottom of the screen which also indicates whether the card is being processed as a driver license or a business card Clicking the OCR button will open an appropriate window according to the document type detected driver license details for scanned driver licenses and business card details if the scanned document was a business card Note This option is only available if the United State
78. ta JM Path CAD ocuments and SettinosixpiD esktopiT al Name Example MyData tut F Save immediately after swipe Cancel Apply Help Figure 42 Automation Tab The Magnetic Reading tab offers options for controlling the way the text file is saved are as follows MANUAL SAVE In this mode the user saves the text file manually The data is formatted into a single record and saved either to a text file or to the clipboard In this mode the destination file or clipboard can also be selected from the main screen AUTO SAVE In this mode the text is saved automatically to a file after each scan Once the card is scanned the data fields are formed into a single record and saved to a text file under one of three names Save to ascending file name A numerator is added to a basic file name pre defined by the user forming the file name IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 73 Configuring the Program Magnetic card data export tab Save to a fixed file name The same file name is used for all the cards If Append Record is selected the records are accumulated in the file If it is not checked each scan overwrites the previous record Appending mode In this mode each new record is appended to the end of the text as a new text line To activate this mode check the checkbox titled Append Records Single record mode In this mode each new record overwrites the previous
79. that the software version is the most current version Automatically check for new updates Figure 40 Live Update tab 6 Check the Live Update checkbox 7 Choose the updating frequency a Every time the program is started providing you are connected to the Internet b At preset times Use the combo boxes to specify the updating frequency 8 Click on the Set User Data button IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 71 Configuring the Program Live Update Tab User Details RegistrationWp date License Title First name Last name Address Address2 City Zip Phone Email 2G1 ABC12345 fk80DD Job title Middle name State Country Fax Company Requested data Afghanistan Cancel Figure 41 Live Update user details 9 Fill in your details Note License Email and company are obligatory and must be filled in 10 Click OR IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 72 Configuring the Program Magnetic reading tab MAGNETIC READING TAB Only applicable if using a magnetic reader to swipe cards x SwipeScan Configurations Manual Save Section C Save to asceanding file name e Save to fixed fle name M Append records C Save to file name using extracted data from ID Auto Save Section File Name MyDa
80. the Basic Detailed button at the bottom of the ID Data window State You can select the state manually from the dropdown list or let the program detect the state automatically by selecting auto detect from the top of the list 1f available IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 30 Scanshell 1000 ID Data State ID License Name L Name Address City State Issued DOP Age CUSTOM FIELDS USER DEFINED FIELDS e United States auto detect 1170 362 855 GEORGIOU Middle CLEGG ALEX Suffix 7 JAY ST STONY POINT NY ZIP 110980 12 31 01 Expires 01 02 01 01 02 65 Class D 40 Eyes BL Height 507 Weight Endor County Rest SigNum 656531 40 Dupl Exam Original een Audit Figure 16 Figure 17 ID Data Details mode Custom fields can be useful for creating badges and other purposes e Click on the e Click on the e Click on the e Click on the label for the field Custom Data Labels OCR button at the bottom left of the main screen Details button at the bottom left of the window that opens Custom button at the bottom left of the window that opens Labels button at the bottom of the window that opens to create a Figure 18 Cusotm fields creation window IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 31 S
81. tion tab page 56 Once the scan is complete the program will process the image and data The scanned image and data will be saved according to the settings you specified in the configuration panel see chapter 7 Configuring the Program page 55 9 Card Scanning Solutions idScan Adi bmp da ENZ By en Category Driver license ID ze State y Connecticut ad Ah Connecticut PERE Pl LICENSE NO CLASS EXPIRES 057411500 2 05 10 2003 gt GEORGHIOU ALEX 80 UNIVERSITY AVE BRIDGEPORT CT 06604 pon 05 10 1973 sex E Hor 5 06 mert 08 27 1999 reves BRO MEWA A License ENDORS H WO Verification SRESTR Ref Magnetic Al 5 ae 0 Src OCR DUNCANA MON NON DN A SB Document auto detection failed Saved images 2 2 Figure 3 Scanned driver license IdScan User Manual version 9 0 O Card Scanning Solutions all rights reserved 16 Scanshell 800ID Data ID DATA After scanning and processing the ID card you can review the acquired text by opening the JD Data window To open the JD Data window press the OCR button on the main screen The JD Data window shows the data retrieved either from the scanned image by OCR Optical Character Recognition or from the scanned image Barcode depending on the option selected Irrelevant fields are disabled depending the state The data displayed in the ZD Data window can be reviewed and edited Once a new ID card is scanned this data is transferred
82. to a text file if this option is enabled To open the ID Data window press the OCR button on the main screen To edit details select the desired details and type ID Data e United States auto detect License 170 362 855 Name GEORGIOU Middle CLEGG i L Name ALEX Suffix Address 7 JAY ST City STONY POINT State NY ZIP 10980 Issued 123101 Expires mmm D 0 8 01 02 65 Class D Age 40 Figure 4 ID Data basic mode The D Data window can be viewed in two modes e Basic mode Only the most important data is shown e Detailed mode Shows all the data on the card You can toggle between the two modes using the Basic Detailed button at the bottom of the ID Data window State You can select the state manually from the dropdown list or let the program detect the state automatically by selecting auto detect at the top of the list 1f available IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 17 Scanshell 800ID Data Eyes BL State e United States auto detect Height 5 07 ID Weight License 170 362 855 l Endor Name GEORGIOU Middle CLEGG County L Name ALEX Suffix Rest EN 7 JAY ST SigNum 656531 40 City STONY POINT Dupl E xam State NY ZIP 10980 Original Issued 12 31 01 Expires 01 02 01 SS D 0 8 01 02 65 Class D Audit Age 40 Figur
83. u can also set state detection to Auto Detect top of the list Rotate Image Rotates the image 90 degrees clockwise This allows you to control the image orientation prior to saving La Zoom Image Click to enlarge the image for better reading Scan Image Scan Image Starts the image scan if using manual scan and the image source is set to scanner Otherwise activates the File Open dialog Note Opening an existing file is possible only if a scanner is physically connected to the PC or if the license key used is a temporary key Toggle Image Source Sets the input image source to Scanner ScanShell 800 800N 2000 1000 Magnetic strip reader or an image file on the hard disk 2 canner Connection A green light indicates that the scanner is connected to the PC A red light indicates that no scanner was found x Delete Image Deletes the scanned image This gives you a way to control the image prior to saving Save to File Active only in manual save mode Opens the SAVE AS dialog if file saving is enabled or saves the file to the clipboard i Fi Toggle Image Output Active only in manual save mode Sets the output destination to file or clipboard License Verification Card Verification Activates the verification function License E Verlication Toggle reference Sets the reference source for card verification purposes ocr A Open OCR View Opens extracted text view IdScan Us
84. uch as Microsoft Paint that comes with Windows the printed image size depends on the image resolution The more dpi the larger the image size that will be printed To get a properly printed image size use a more professional graphic package such as Adobe Photoshop that prints the image in the correct dimensions regardless of the image dpi The Print tab has the following options Scanner Configuration Automation License text export OCR text export Image Print Live Update Printed image is 100 precent of actual size C Print image immediately after each scan cycle Show Print dialog before printing Margin Imag Full image O Face only Print data from driver s license card License Zip Name Issue date Address Expire date City Date of birth State Printing font Print Custom fields Figure 38 Scanner configuration panel Print tab Image size as percent of actual size Reduces enlarges the image size from 50 to 200 of the actual document size Selecting the default 100 prints the image the same size as the document Print data from driver s license card Places the data from the card under the card image The printed image and data fields can be selected using the appropriate check boxes Printing Font Select the desired printing font parameters IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved 69 Configuring the Program Printing Print tab Printi
85. ued A Expired DOB Sex Class SocialSecurity Rh a ee sa bb DD DN ra O estFile NameF NameM NameL Names ea e e bet una O 0 N A imeStamp Textl Text2 N N N N ra oO Eyes Hair Height Weight Rest Type End Audit IssueCountry U UY N N NNNNA ka COCO N Wn RA Q Nationality W N PersonalNumber IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Appendix F Supported States for Detection 33 County 34 Address2 35 Address3 36 Address4 37 Address5 38 Address6 39 Custom0 40 Custom 41 Custom2 42 Custom3 43 Custom4 44 Custom5 45 Custom6 46 Custom7 47 Custom8 48 Custom9 49 Duplicate 50 Title 51 Company 52 Country 53 City2 54 State2 55 Zip2 56 Country2 57 City3 58 State3 59 Zip3 60 Country3 61 City4 62 State4 63 Zip4 64 Country4 65 PhoneLabel0 66 Phone 67 PhoneLabell IdScan User Manual version 9 0 Card Scanning Solutions all rights reserved Appendix F Supported States for Detection 68 Phonel 69 PhoneLabel2 70 Phone2 71 PhoneLabel3 72 Phone3 73 PhoneLabel4 74 Phone4 75 FaxLabel0 76 Fax0 77 FaxLabell 78 Fax 79 FaxLabel2 80 Fax2 81 FaxLabel3 82 Fax3 83 EmailLabel0 84 Email0 85 EmailLabell 86 Emaill 87 EmailLabel2 88 Email2 89 EmailLabel3 90 Email3 91 WebLabel0 92 Web0 93 WebLabe

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