OCR Module Guide
Contents
1. Print History Export History in 21 Print History Opens the Print Preview window Print Preview Displays the standard functions for viewing and printing such as zoom options and page setup EN Print Preview View Tools ojm xa qi F Page 1of1 Export History Exports the login history in a Microsoft Excel Workbook file This allows user to save the log to a desired location Switch User Logs out the current user out from the PSI Capture and allows an alternate log in 22 Window This menu item is unavailable in the OCR module Help Contains information and details about PSI Capture View Logs Local Services Reset User Window Settings Remote Senices License Agreement Update License Pages About View Logs User can select either PSI Capture Logs or Platform Service Logs Log Viewer PSI Capture Logs Displays a list of logs containing all PSI Capture modules View Log Pressing this button brings up the log in your default text file viewer 23 0 Log Viewer Select Log Type kaaken Logs Logs Name Migrations Jul 009 bet 5 OCR Jul2003 tet E PSlCapture Jul2009 bet Migrations Jun2003 tet OCR Jun2009 bet PSiCapture Jun2009 tet Migrations May 2009 bet OCR May2009 tet PsiCapture May2009 tet Migrations Apr2009 tet OCR Apr2005 tet Created 07 12 2009 07 02 2009 O7 01 2009 06 04 202. 16 Document Type Summary A brief summary of the document type configuration settings presented in a tree structure Batch Information Batch ID 10 Main Batch Overrides Document Type Summary General Information Separation Recognition Index Fields Advanced Indexing Image Frocessing Workflow Modify Document Type Definition Print Batch Summary Toggle Auto Processing Auto processing is on by default when the OCR module is opened It will wait 5 seconds before auto processing begins on any batches that are currently awaiting OCR Include Suspended Batches when Auto Processing Chose whether batches suspended in the OCR workflow step can be automatically processed Start OCR Begins the OCR process Stop OCR Stops the OCR process 17 OCR Setup Brings up the OCR Settings dialog box NOTE All settings should be defined previously by the system administrator However some users may wish to make adjustments to the individual batch s settings to suit their needs OCR Settings Select Language to use for Recognition Dictionary Available Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Output Options Output Type Fin omaha a a a a ead T Generate PDF A 1b Compliant Documents Output OCR as single page Include Folder Separators in Output W Include Document Separators in Output Engine Options OCR Engine GlyphReader Recognition Speed vs A
3. PSI CAPTURE OCR Module Application User Guide August 2009 Copyright 2009 PSIGEN Software Inc All Rights Reserved This product and the accompanying printed and electronic materials are protected by copyright laws You may not make or distribute copies of this product and the accompanying document or decompile decrypt or reverse engineer this product No part of this product and document may be reproduced or transmitted in any form or any means for any purpose without the express written permission of PSIGEN Software Inc To the maximum extent permitted by applicable laws in no event shall PSIGEN Software Inc be liable for any damages whatsoever arising out of the use of or inability to use this product and the accompanying documentation Information in this document is subject to change without notice The information contained in this document represents the current features of PSI Capture as of the date of publication Because PSIGEN responds to changing market conditions with new facilities PSIGEN cannot guarantee the accuracy of any information presented after the date of publication PSIGEN Software Inc 8 Goodyear Suite 110 Irvine CA 92618 USA Sales psigen com www psigen com About this Guide This document is intended for the typical user of the PSI Capture OCR Module for processing various document types These document types should be configured by an administrator prior to the start of the capture process Refer
4. Current Document 00000006 Current Page T Current Batch Displays the name and date of the current batch as well as the folder document page count Current Batch Progress Gives graphical representation of the OCR progress Now Processing Indicates the current page OCR is processing 10 OCR Log A timestamp of when each batch and document is loaded proccessed and completed OCR Log 24 2009 1 36 35 PM Batch Demo 11 Loaded 84 2009 1 37 04 PM Batch Demo 11 OCR Processing Started Standard 84 2009 1 37 05 PM Document 00000001 Processed 1 of 10 4 2009 1 37 05 PM Document 00000002 Processed 2 of 10 84 2009 1 37 05 PM Document 00000003 Processed 3 of 10 84 2009 1 37 05 PM Document 00000004 Processed 4 of 10 24 2009 1 37 06 PM Document 00000005 Processed 5 of 10 84 2009 1 37 06 PM Document 00000006 Processed 6 of 10 84 2009 1 37 06 PM Document 00000007 Processed 7 of 10 8 4 2009 1 37 06 PM Document Processed 8 of 10 4 2009 1 37 06 PM Document 00000009 Processed 9 of 10 42009 1 37 06 PM Document 00000010 Processed 10 of 10 84 2009 1 37 06 PM Batch Demo 11 OCR Processing Completed Menu Bar Contains drop down menus File Security Window and Help Name pee eee ee ee ee ee Mm M aln k Batch Date 8 4 2009 8 28 07 AM rF Capture Import Quality Assurance Current Batch Progress File Contains numerous commands specific to the OCR module File Sec
5. to the Administrative Guide as necessary for information relating to configuration of document types About PSIGEN Software Inc PSIGEN Software is a fast growing privately held provider of document capture and retrieval software solutions Our product lines address production capture distributed capture web based retrieval including the Microsoft SharePoint platform Our largest customers include scanning service providers business process outsourcers and the corporate services divisions of Fortune 500 corporations We have significant customer concentration in financial services healthcare and manufacturing Our channel partners include document imaging value added resellers major brand MFP dealers Microsoft solution providers and document management software vendors Table of Contents OCR Overview User Interface Overview Toolbar Navigator Pane Batch Progress Pane OCR Log Menu Bar File Security Help Page 4 Page 5 Page 6 Page 7 9 Page 10 Page 11 Page 12 Pages 12 19 Pages 20 22 Pages 23 25 Taj OCR OCR Module Overview OCR is an acronym for Optical Character Recognition The core of the OCR module is a recognition process the OCR engine software attempts to read each and every letter number word on an image and write it out to various file formats The results of OCR depend on multiple aspects of image quality Image quality generally stems from the paper quality print type font style and
6. 09 06 01 2009 05 04 2009 05 01 2009 04 30 2009 04 02 2009 Log Viewer Platform Services Logs Displays a list of logs for Platform Services View Log Pressing this button brings up the log in your default text file viewer 0 Log Viewer Select Log Type fein Servic S Log Platform Serices Jul2009 tet Platiorm Serices Jun200 bet Platiormm Senices May2009 ttt Platform Senvices Apr2003 bet Platiorm Sernvices Mar2009 bet Platiorm Senaces Feb2009 tet Platform Senices Jan2009 bet Platform Senices Dec2008 tet Platiorm senices Nov2008 tet Platform Senices Oct2008 tet Platform Senices Aug 008 tet Created 07 12 2009 06 04 2009 05 01 2009 04 12 2009 03 02 2009 02 03 2009 01 05 2009 12 06 2008 11 04 2008 TOF 2008 08 04 2008 24 Service Status Local Services Remote Services Shows the version and current status of the services Reset User Window Settings Resets the Window settings to default License Agreement Displays PSI Capture License Agreement Update License Updates PSI Capture License with the License Server About Shows PSlI Capture copyright information maintenance expiration date modules assemblies and license agreement installed 25
7. 8 4 2009 12 59 20 PM Document 00000007 Processed 4 of 5 Quality Assurance 8 4 2009 12 59 21 PM Document 00000008 Processed 5 of 5 Current Batch Progress 8 4 2009 12 59 21 PM Batch Demo 06 OCR Processing Completed 3 Capture Import R Folders 1 Documents 5 Pages Batch Progress Folder Progress 4 Document Progress Now Processing Current Folder 20090728 1636234470 ia F Oi O O a D amp p 2 g G al ot 5 Current Document 00000008 Current Page 3 p 3 a TERI Batch Manager Configuration 4 gt l OCR Processing Completed I Batch Demo 06 Folders 1 Documents 5 Pages 7 Batch ID 8 _ BY Invoices OAI Jeff Young Log Alerts 0__ i 1 Toolbar Banner 2 Navigator Pane 3 Batch Progress Pane 4 OCR Log Toolbar OCR Toolbar ij x Close Module Closes the current module a Select Batch Opens the Batch Manager list for selection of existing batches for processing Close Batch Brings up the Close Batch dialog box Toggle Auto Processing Enables and disables automatic OCR processing on by default IR Start OCR Begins the OCR process i Stop OCR Stops the OCR process Navigator Pane Navigator Pane can either be pinned to the desktop default or set to auto hide Capture Import Vi Quality Assurance Index Ta OCR 5 Retrieval cy Migration Reporting C
8. Type Definition Print Batch Summary Batch Overrides This tab is unavailable Batch Note Allows the user to attach view a note to the batch The note will follow the batch throughout the entire workflow and can be viewed at anytime Batch Information Batch ID 1 Batch Note Batch History Document Type Summary Baich Note This is where the user can attach a note to a baich This note will follow the batch throughout the entire workdlow and can be viewed at anytime ment Type Definition Print Batch Summary 15 Batch History Shows the history of the batch with a date timestamp Batch Information Batch ID 23 Main Batch History Module Start Capture Import 8 4 2009 3 48 12 PM Quality Assurance 8 4 2009 3 48 18 PM Index 8 4 2009 3 48 23 PM Quality Assurance 8 4 2009 3 49 33 PM OCR 8 4 2009 3 49 39 PM End 8 4 2009 3 48 17 PM 8 4 2009 3 48 22 PM 8 4 2009 3 49 32 PM 8 4 2009 3 49 38 PM User Administrator Administrator Administrator Administrator Administrator Modify Document Type Definition Print Batch Summary By clicking on the binocular icon the Batch History Item Details statistics on a selected workflow are shown Batch History Item Details OCR Statistics Output Type Text Plain Folders Processed Documents Processed Pages Processed Documents Proofed Start OCR Processing 8 4 2009 2 06 10 PM End OCR Processing 8 4 2009 2 06 26 PM
9. ccuracy Normal User Dictionary Enable checking using User dictionary Setup Pre Processing Options Note originals are not modified 7 Enable image pre processing Deskew Despeckle etc Enable auto rotation PDF Document Field Options Title Subject Author Keywords Enable PDF custom fields Select Language to use for Recognition Select language s to perform OCR on Output Options Pick one of many supported types of files to output and choose whether to keep or delete folder document separators Engine Options Choose Enhanced Standard or GlyphReader as recognition engine NOTE availability of options dependent on licensed options 18 User Dictionary This option allows the user to add words to the user s own dictionary This may be helpful when performing OCR on specialized documents such as medical documents Pre Processing Options Enables page rotation for more accurate recognition PDF Document Field Options The standard PDF Document Fields are Title Subject Author and Keywords The user can select any System Batch Folder or Document index field to populate the desired PDF Document Fields inside the created PDF file Close Module Closes the OCR Module NOTE If a batch is currently open user will be prompted to close or suspend the batch PSI Capture will remain open Exit Exits out from PSI Capture NOTE If a batch is currently open user will be prompted to close or s
10. onfiguration i Security Modules Tab Capture Import Opens the Capture Import module Quality Assurance Opens the Quality Assurance module Index Opens the Index module OCR Opens the OCR module Retrieval Opens the Retrieval module Migration Opens the Migration module Reporting Opens the Reporting module Batch Manager Opens the Batch Manager module Configuration Opens the Configuration module Security Opens the Security module Support Tab Contains links to support website support email and view logs ies Support Web Site a Support Web Site Opens the default web browser to www psigen com support Email Support Opens the default mail service for user to compose an email to support psigen com View Logs Displays a list of PSI Capture error and processing logs Utilities Tab Contains Barcode Generator module and Network Manager lll Barcode Generator Barcode Generator Opens up a utility for users to create save print custom separator indexing barcode sheets Network Manager Allows user to manage the port and IP settings for PSIGEN Platform Services and License Server Batch Progress Pane Current Batch Name Demo 11 Batch Date 2 4 2009 8 28 07 AM Folders 1 Documents 10 Pages 10 Current Batch Progress Batch Progress Folder Progress Document Progress Now Processing Current Folder 20090A 0879149246
11. ow step The user stays in the Index module and the Select Batch dialog box comes up Close Batch and Continue in next Workflow step Closes the current batch and the OCR module The batch is immediately reopened in the next module Example above shows Migration as the next workflow step which is common but not always the case Suspend Batch in OCR Suspends the batch in the Index workflow step for processing at a later time The OCR Module remains open and the Select Batch dialog box comes up View Batch Information Opens the Batch Information dialog box The button for Modify Document Type Definition as well as the Batch Overrides tab will not be available Main Information on Batch Name Batch Fields Batch Totals and Batch Summary are displayed The user cannot change the batch to High Priority at this point but a batch can be held by checking the Hold Batch box A batch on hold will no longer be listed in the Select Batch dialog box 14 Batch Information Batch ID 8 Main Batch Overrides Batch Note Batch History Document Type Summary Batch Name Demo 06 L High Priority Batch Workflow Step lnde E Hold Batch Batch Fields No Batch Index Fields Defined Batch Totals Total Folders 1 Total Documents 5 Total Pages Batch Summary Document Type Invoices OAL 0 OA E Capture Storage Invoices OAl Demo 06 TAB 009 4 35 14 PM Modify Document
12. print quality of the original One of the most widely used file formats on the market today is the Adobe Portable Document Format PDF The OCR module has the ability to rapidly convert to and output PDF files with the OCR as hidden text in each PDF The results of the full text OCR module can be editable or non editable files in a file format and directory of the user s choice Supported OCR Output Types include PDF Image Only Image w Hidden Text Normal HTML 4 Lotus 1 2 3 Lotus Ami Pro MS Excel 97 03 MS Word 97 03 MS RTF Text Plain Comma Delimited Formatted Tab Delimited Line Breaks and WordPerfect 8 9 10 The OCR result files are stored in the batch folder and their existence has no effect on the TIFF images These files are just another group of files created when this step is added to a capture workflow User Interface Overview The PSI Capture interface is divided into different functional areas as seen in the layout below These panes of the user interface will be referenced throughout this manual Z PSECapture File Security Window Help Xa s BR a 8 4 2009 12 59 17 PM Batch Demo 06 Loaded Name Demo 06 8 4 2009 12 59 19 PM Batch Demo 06 OCR Processing Started Standard Batch Date 7 28 2009 4 35 14 PM 8 4 2009 12 59 20 PM Document 00000004 Processed 1 of 5 8 4 2009 12 59 20 PM Document 00000005 Processed 2 of 5 8 4 2009 12 59 20 PM Document 00000006 Processed 3 of 5
13. urity Window Help Select Batch Close Batch View Batch Information Toggle Aute Processing Ctrl 4 Include Suspended Batches when Auto Processing Start OCR Ctrl 5 T3 i mu stop OCR OCR Setup Close Module Exit Wf Folders 1 Documents 10 12 Select Batch The Select Batch dialog box is brought up and user is asked to make a selection from the list then hit Select All local shared batches currently in the OCR workflow step are displayed here If a batch is currently open the user will first be prompted to close or suspend the batch Select Batch Local Shared A ID BatchName VY Document Type W Workflow Step ete ieee Demo 08 Legal OMR 1 2 of 2 Batches Total Folders Total Documents Total Pages Last Updated 8 4 2009 1 10 26 PM Local Shared Tabs A document type set as a Local will show all batches in the Local tab if it was created on that workstation A document type set as part of a multi station deployment would typically be configured as shared batches and therefore found in the Shared tab Close Batch Brings up the Close Batch dialog box Prompts user to select one of three options Close Batch select Close Batch Action Close Batch Close Batch and Continue in next Workflow step Migration Suspend Batch in OCR 13 Close Batch Closes the current batch and sends the batch to the next workfl
14. uspend the batch The PSI Capture application will then end 19 Security Contains commands relevant to security in PSI Capture Help at View User Profile ga Switch User View User Profile Opens the View User Details dialog box View User Details Properties Displays details about the current user 0 View User Details Roles History User Name First Name Last Name Display Name Email Comment Application Online M2172009 4 23 13 PM AS12003 8 51 00 AM 31 2009 8 51 01 AM 20 Roles Displays the current user s role settings as dictated by the administrator See Roles Security Module in the User Manual History View User Details _ No Permissions CO Utility User Displays the history of the user s login activity in PSI Capture View User Details 2 Properties Roles History i na Tineskima Y Event Y Description E 07 25 7005 01 52 PM Login Successful User successfully een in from aene tees User updated Updated pre or wserPSIGEN User updated 07 29 2009 05 00 PM User successfully logged out fror User success Toggedin from User successfully logged infor User updated a Updated pole for user PSIGEN User updated 07 30 2009 04 49 PM Eng User successfully logged out fror User successfully looge in from o7ai 2009 08 51 AM User successfully logged in from User updated 07 31 2009 08 51 AM Updated User Updated profile for user PSIGEN
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