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OmniPage

Pro

User’s Manual

CAERE CORPORATION

100 Cooper Court

Los Gatos, California

95032-7603 USA

Summary of Contents for OMNIPAGE PRO 9

Page 1: ...OmniPage Pro User s Manual CAERE CORPORATION 100 Cooper Court Los Gatos California 95032 7603 USA...

Page 2: ...n if you have questions about how to use menu commands dialog boxes scroll bars edit boxes and so on OmniPage Pro for Windows Version 9 Copyright 1998 Caere Corporation All rights reserved The Caere l...

Page 3: ...iPage Pro OCR 9 The OmniPage Pro Desktop 10 AutoOCR Toolbar 11 Standard Toolbar 12 Zone Toolbar 12 Options Dialog Box 13 Getting Online Help 14 Help Menu 14 Context Sensitive Help 15 Product Support 1...

Page 4: ...o Settings Setting AutoOCR Toolbar Commands 40 AUTO Button Commands 41 Image Button Commands 41 Zone Button Commands 42 OCR Button Commands 43 Export Button Commands 44 Selecting OmniPage Pro Settings...

Page 5: ...roblems 88 Low Disk Space Problems 88 Supported File Format Types 89 Scanner Setup Issues 91 Scanner Drivers Supplied by the Manufacturer 91 Scanner Drivers Supplied by Caere 92 Scan Manager is Needed...

Page 6: ...vi...

Page 7: ...elp OmniPage Pro s online Help contains detailed information on features settings and procedures The online Help conforms to Windows 95 Help conventions and has been designed for quick and easy inform...

Page 8: ...s scroll bars drag and drop functionality shortcut menus and so on The following conventions are used in this manual Convention Purpose Italicized text Emphasizes menu commands dialog box options labe...

Page 9: ...ation For information on supported scanners and scanner setup read the Scanner Setup Notes To open this PDF file click Start in the Windows taskbar and choose Programs Caere Applications Caere Documen...

Page 10: ...Scanner Setup Notes for a list of tested scanners Performance and speed will be enhanced if your computer s processor memory and available disk space exceed the minimum requirements Installing OmniPa...

Page 11: ...urer and model in the Scan Manager so that you can use your scanner with OmniPage Pro Read the Scanner Setup Notes for the most detailed information about scanner support and setup You can open the No...

Page 12: ...Pro Choose Exit in the file menu to close OmniPage Pro You are prompted to save the current document if you have not saved it or have modified it since the last save The image viewer displays the cur...

Page 13: ...d then click Next 4 Follow the instructions on the screen OmniPage Pro will decide on the best method of registration according to your country and computer system It may try using modem FTP or HTTP c...

Page 14: ...6 Chapter 1...

Page 15: ...rticle into your computer Painstakingly retyping the article is not an appealing solution OmniPage Pro offers a smart solution to increase your work productivity OmniPage Pro s optical character recog...

Page 16: ...et applications OmniPage Pro s OCR Capabilities In addition to text recognition OmniPage Pro can retain the following elements of a document during OCR Graphics Photos logos and drawings are examples...

Page 17: ...es automatically manually or with a template Any areas not enclosed by zones are ignored during OCR See Creating Zones for OCR on page 22 for more information 3 Perform OCR to convert text information...

Page 18: ...e toolbars to perform various tasks on the document The thumbnail viewer displays a picture of each page in the document The image viewer displays the current page s original image The text viewer dis...

Page 19: ...he Zone button allows you to automatically create zones on images based on their original page layouts or predefined templates The OCR button allows you to perform OCR train characters for OCR or sche...

Page 20: ...image See Customizing Zones on page 63 for more information New Open Save Print Proofread OCR Cut Copy Paste Undo View Image Editor Options Rotate Image Straighten Image Zoom Help Draw Rectangular Zon...

Page 21: ...an select settings for OmniPage Pro in the Options dialog box To open it click the Options button or choose Options in the Tools menu See Chapter 4 OmniPage Pro Settings for more information on settin...

Page 22: ...ing Help Help Menu One way to open OmniPage Pro s online Help is to choose commands in the Help menu Choose OmniPage Pro Help Topics to get contents and index listings for OmniPage Pro Help topics Cho...

Page 23: ...the Help button in the Standard toolbar and then click any toolbar button menu command or area of the OmniPage Pro desktop to display a Help topic explaining that item Click the question mark button...

Page 24: ...Notes Read the Scanner Setup Notes document to learn about supported scanners and related issues This document has been provided to you as an electronic document in PDF format To open this document c...

Page 25: ...tart each step individually You can even do different tasks at the same time Please continue reading this chapter for information on these topics Ways to Process Documents Bringing Document Images int...

Page 26: ...22 for more information 3 Perform OCR to convert text information into editable text characters See page 23 for more information 4 Export the document to the desired location See page 34 for more info...

Page 27: ...lready have zones OmniPage Pro will skip zoning for those pages and continue with the selected OCR and export operations Performing Multiple Tasks at Once OmniPage Pro takes advantage of your computer...

Page 28: ...s the command in the Image button s drop down list 3 Choose Options in the Tools menu and click the Scanner tab to make sure the appropriate settings are selected Select Scan until empty in the Scanne...

Page 29: ...load You can Shift click or Ctrl click to select multiple files in the same folder 5 Click Advanced if you want to select files from more than one folder Select a file and click Add to put it in the...

Page 30: ...s deleting unwanted zones and using zone templates please see Customizing Zones on page 63 Creating Zones Automatically OmniPage Pro can analyze a page and create zones automatically for you It uses t...

Page 31: ...also referred to as recognizing text OmniPage Pro only recognizes machine printed characters such as laser printed or typewritten text However it can retain handwritten text such as a signature as a g...

Page 32: ...correct errors 1 Click the Proofread OCR button or choose Proofread OCR in the Tools menu If a suspected error is detected the OCR Proofreader dialog box displays the error and a picture of how it ori...

Page 33: ...word and its surrounding area 2 Click inside the window to enlarge or reduce the picture The picture is enlarged on the first two clicks and reduced on the next two clicks 3 Continue double clicking...

Page 34: ...5 if you are using that version Save as Word 97 if you are using that version 2 Open the document in Microsoft Word The document must be opened on a system that has OmniPage Pro installed An OmniPage...

Page 35: ...roofreader looks for the next possible error 5 Click Close to stop proofreading OCR Color markers are removed from words that have been proofread To verify recognized text against its original image i...

Page 36: ...her suspect words The display changes as you select new words 5 Choose Close Image Viewer in the OmniPage menu to close the window when you are done Removing OmniPage Pro Data from the Word Document A...

Page 37: ...tion 1 Align your document in your scanner if you plan to scan 2 Open the application in which you want to insert recognized text The application must be registered to work with OCR Aware You do not n...

Page 38: ...you to look at and work with pages in the current document This section describes the following procedures Resizing a Page View Changing Pages Reordering Pages Deleting Pages Printing a Document Closi...

Page 39: ...nd select a size option in the drop down list The page resizes as specified You can also click your right mouse button in the viewer you want to resize and select a size option in the shortcut menu If...

Page 40: ...n the Ctrl key while you click thumbnails if you want to select multiple thumbnails to move as a group Deleting Pages If you delete a page from a document in OmniPage Pro the thumbnail original image...

Page 41: ...ile menu and choose one of the following in the submenu Choose Image to print original page images Choose Text to print recognized text 2 Select the desired print settings in the Print dialog box 3 Cl...

Page 42: ...zed text Saving a Document You can save recognized text and original images to disk in a variety of file types To save recognized text 1 Choose Save As in the File menu You can also click the Export b...

Page 43: ...x appears 2 Select a folder location and file type for your document See Supported File Format Types on page 89 for a complete list of supported file types 3 Type in a file name and select Save and Im...

Page 44: ...uppose you save the current document as a text file called Memo txt but continue to make changes to the recognized text in OmniPage Pro Whenever you choose Save changes in the recognized text will be...

Page 45: ...attachment 1 Choose Send Mail in the File menu You can also click the Export button with Send Mail selected in the drop down list The Send Mail dialog box appears 2 Specify a file type and attachment...

Page 46: ...38 Chapter 3...

Page 47: ...y affect OCR results You may have to experiment with different settings to get the results you want Settings guidelines are provided at the end of this chapter to get you started Please continue readi...

Page 48: ...he Process menu Click the Options button and select process commands in the Options dialog box The pictures in the AutoOCR toolbar buttons change as you set different process commands The commands can...

Page 49: ...re OCR process See Using the OCR Wizard on page 18 for information Image Button Commands Use the Image button to bring a document image into OmniPage Pro s image viewer The Image button s drop down li...

Page 50: ...ltiple Column Pages Select Multiple Column Pages to have OmniPage Pro automatically draw and order zones on multiple column document images such as magazine or newspaper articles Spreadsheet Pages Sel...

Page 51: ...recognize text on document images and automatically start checking for errors after OCR See Proofreading OCR Results on page 24 for more information Train OCR Select Train OCR to teach OmniPage Pro h...

Page 52: ...ail Select Send Mail to send a recognized document as a file attached to a mail message if you have a MAPI compliant mail application such as Microsoft Exchange or Outlook installed See Sending a Docu...

Page 53: ...examples that follow However documents require different settings depending on their input attributes and your output goals To get the best results learn how to identify document characteristics and m...

Page 54: ...s with words most likely to be correct during OCR Training files help recognize special characters during OCR Select the type of characters that are in your document Usually these setting should be se...

Page 55: ...your original page looks Select to automatically detect tables that have grid lines between rows and columns If your target application is Microsoft Word or WordPerfect you can select Table objects t...

Page 56: ...s and menu commends This is the character used in place of unknown characters You can enter your own choice Select the language that appears most in your document Select additional languages for a mul...

Page 57: ...Enable OCR Aware is selected 5 Select the name of the application you want to register in the Unregistered list box 6 Click Add to add the selected application to the Registered list box and then cli...

Page 58: ...age 25 for more information Proofreading OCR in Microsoft Word is only supported in Microsoft Word 95 Word 7 0 and Word 97 Make sure you associate the doc extension with the version you plan to use Pl...

Page 59: ...ro you will receive better OCR results What type of document are you processing Magazine and newspaper pages page 52 Memos and letters page 52 Text and table page 53 Spreadsheets page 53 Legal documen...

Page 60: ...tomatically created zones if auto zoning does not successfully create zones around all page areas you want to process See Customizing Zones on page 63 for more information Keep associated sections of...

Page 61: ...numeric Tables with grids are automatically detected Choose the format you want to use to save the table by either selecting Table objects or Columns separated by tabs in the Table settings Spreadshee...

Page 62: ...zone if you plan to renumber lines in your word processor Select Hard carriage return after every line in the Save As dialog box if you want to preserve line numbering Mixed formats or not sure Recomm...

Page 63: ...al replacements for hard to recognize characters Draw zones manually to omit any smudges or scribbles on the page Choose Proofread OCR in the Tools menu to locate possible errors after OCR Choose Dot...

Page 64: ...want to be able to open the document in any text application Some Keep font characteristics and paragraph formatting Recommendations Select Retain font and paragraph formatting in the Page Format sett...

Page 65: ...will be easier to edit Please note The Retain flowing columns setting uses frames when necessary to maintain column formatting and graphic positioning Although frames will appear in the text viewer on...

Page 66: ...nning line art drawings Other recommendations Manually draw zones around graphic areas if necessary Make sure separate zones are drawn around graphic areas and text areas Make sure graphic zones are i...

Page 67: ...it For faster processing and more accurate results select only the language that appears in your document in the Language settings More than one language Recommendations Select the main document langu...

Page 68: ...mmendations Set the desired process commands and click AUTO to automatically process each page of your document in order Create and use a zone template if all pages have similar zoning requirements Se...

Page 69: ...are handled during OCR This chapter describes how to use these features Please continue reading this chapter for information on these topics Adjusting Page Images Before OCR Customizing Zones Specify...

Page 70: ...mage button to rotate the image 90 degrees clockwise at a time Or choose Rotate in the View menu and select 90 180 or 270 degrees To straighten a page image 1 Click on the page image to make the image...

Page 71: ...ic Zones Modifying Table Zones Deleting Zones Changing Zone Properties Creating Zone Templates For information on creating zones automatically please see Creating Zones for OCR on page 22 Zone toolbar...

Page 72: ...zone 3 Release the mouse button when you are done A number appears within the zone indicating its processing order You cannot draw overlapping zones If you attempt to draw a zone over an existing zon...

Page 73: ...form a rectangular or square box 4 Release the mouse button when you are done Row and column dividers appear in the table zone You can adjust add or remove the dividers using other toolbar buttons 5 R...

Page 74: ...r zones 1 Click the Reorder Zones button The numbers in the zones disappear 2 Click within the zone you want recognized first The number 1 appears in the zone 3 Click within the zone you want recogniz...

Page 75: ...ne The zone border changes to display the modified zone area To subtract an area of a zone 1 Click the Subtract from Zone button The mouse pointer in the image viewer becomes a drawing tool with a min...

Page 76: ...t two or more zones 1 Click the Add to Zone button The mouse pointer in the image viewer becomes a drawing tool with a plus sign 2 Hold the mouse button down and drag the drawing tool over the area wh...

Page 77: ...he selected divider moves The cell divider however cannot be moved beyond its own cell 4 Release the mouse button when you are done To insert column dividers in a table zone 1 Click the Insert Column...

Page 78: ...1 Click the Remove Replace All Row and Column Dividers button 2 Place the mouse pointer within the table image zone The mouse pointer becomes a large X 3 Click the mouse button The internal row and c...

Page 79: ...ant to delete by clicking inside the zone Shift click to select additional zones Choose Select All in the Edit menu to select all zones on the current page Selected zones are shaded 2 Press the Delete...

Page 80: ...ne content setting This specifies the characters OmniPage Pro looks for within a zone during OCR You can select Alphanumeric or Numeric as the zone content setting For example if a particular zone onl...

Page 81: ...uding size shape position order type and content Zone templates are useful to create zones on an image if you process a lot of documents that have the same layout and content To create a zone template...

Page 82: ...do not have finishing lines The headings in this manual are an example of this font type Monospaced Serif Character spacing is the same for each character short lines finish off the letter strokes Co...

Page 83: ...ge that includes characters you want to train 2 Create zones around the text that you want to train 3 Set Train OCR as the command in the OCR button s drop down list 4 Click the OCR button or choose T...

Page 84: ...er saving or appending to a file you are asked if you want to make this the current training file Click Yes to recognize the current page using the training file you just created Click No to return to...

Page 85: ...training file Creating User Dictionaries Two dictionaries are used when you perform OCR and check for errors the dictionary for the language you are using and a user dictionary where you can add spec...

Page 86: ...om a text file 4 Click Close when you are finished editing the user dictionary OmniPage Pro s user dictionaries are saved in the data folder in your installation folder Saving Settings Files You can s...

Page 87: ...into a settings file with an ini extension 6 Click OK to close the Options dialog box To load a settings file 1 Choose Options in the Tools menu to open the Options dialog box 2 Click Load Settings t...

Page 88: ...re processed Topics in this section include Scheduling Individual Documents Scheduling Documents from an Input Folder Modifying Output Options for Documents Scheduling Individual Documents You can sch...

Page 89: ...uled documents Select Finish now if you want OmniPage Pro to process all scheduled documents as soon as you close the dialog box 6 Click OK in the Schedule OCR dialog box to save your settings as spec...

Page 90: ...folder and select the desired input folder All scheduled documents are displayed in this processing queue OmniPage Pro starts processing documents in the queue at the specified time Click this to mod...

Page 91: ...save the settings and close the dialog box Processing begins at the specified time Right before processing begins OmniPage Pro checks the input folder again and adds any new documents to the processin...

Page 92: ...he desired options for the document 4 Click OK to accept the selected options The Schedule OCR dialog box reappears 5 Click OK to close the Schedule OCR dialog box Select the document for which you wa...

Page 93: ...d any connection or software driver issues The Readme file contains last minute information relating to OmniPage Pro To open these documents click Start in the Windows taskbar and choose Programs Caer...

Page 94: ...requirements listed under Minimum System Requirements on page 2 Make sure that your scanner is plugged in and that all cable connections are secure Turn off your computer and your scanner turn your sc...

Page 95: ...ng image file such as the Sample tif file If OmniPage Pro does not launch or run properly in safe mode then there may be a problem with the installation Uninstall and reinstall OmniPage Pro and then r...

Page 96: ...ory optimizes OCR performance See Minimum System Requirements on page 2 for more information Low Disk Space Problems Problems may occur if your system runs low on free disk space Try these solutions f...

Page 97: ...pths of 1 8 or 24 OmniPage Pro can save original images to these file format types Saving Image Files OmniPage Pro saves each page of a multiple page image separately If you select Save all pages in t...

Page 98: ...ks txt Excel 3 0 4 0 5 0 6 0 7 0 97 xls Microsoft Publisher 98 rtf Ventura Publisher MS Word doc FrameMaker 5 5 3 mif OmniPage Document met Word for Windows 2 0 6 0 and 7 0 doc Freelance Graphics txt...

Page 99: ...essage on Launch System Crash Occurs While Scanning Scanner Drivers Supplied by the Manufacturer Many scanners are shipped with one or more scanner drivers This is software that allows your computer t...

Page 100: ...l Panel 2 Look for the Caere Scan Manager icon The icon does not appear if the Scan Manager is not installed Use the following procedure to install the Scan Manager if it has not been installed To ins...

Page 101: ...d call your scanner manufacturer to find out if it is supported or visit www caere com Make sure the Caere Scan Manager is installed and that you have selected the correct scanner in the Scan Manager...

Page 102: ...lick OK in the dialog box You may also have the option to select the following SCSI ID or scanner configuration information Consult your scanner documentation for the correct information Page size inf...

Page 103: ...lity documents may result in poor recognition accuracy unless adjustments are made before scanning See What is the quality of the original document on page 55 for more information Always try to scan a...

Page 104: ...check for Windows error messages Check the quality of the image you are recognizing See What is the quality of the original document on page 55 for more information See Scanning Tips in the previous s...

Page 105: ...e information Select Use Language Analyst in the Accuracy The Language Analyst evaluates words and corrects likely errors during OCR See Accuracy Settings on page 46 for more information Train OmniPag...

Page 106: ...to transmit files directly to your computer via fax modem if you both have one You can save fax images as image files and then load them into OmniPage Pro See Supported File Format Types on page 89 f...

Page 107: ...Pro 2 Click Start in the Windows taskbar and choose Settings Control Panel Add Remove Programs 3 Select OmniPage Pro and click Add Remove 4 Click OK to confirm that you want to remove OmniPage Pro 5...

Page 108: ...100 Chapter 6...

Page 109: ...ments see OmniPage Documents Caere Product Support 16 Caere Scan Manager see Scan Manager Changing pages in a document 31 Character training files see Training files Checking OCR results 24 verifying...

Page 110: ...tting and target applications 56 57 for fonts 74 retaining during OCR 56 Frames removing on export 57 text hidden by 97 G Getting accuracy statistics see OmniPage Pro s online help Getting images 20 G...

Page 111: ...OCR Aware registering applications with 49 settings 48 using in other applications 29 OCR button 43 OCR commands Defer OCR 43 OCR and Check 43 Perform OCR 43 Train OCR 43 OCR Wizard button for 41 usi...

Page 112: ...an Manager 92 missing Scan Image command 94 see also Scanner Setup Notes Scanning changing your current scanner 92 missing Scan Image command 94 pages into OmniPage Pro 20 system crash during 94 tips...

Page 113: ...documents 51 52 U Undoing changes 33 Uninstalling the software 99 Use Language Analyst setting 55 User dictionary creating or editing 78 for Microsoft Word 77 Using OCR in other applications 29 Using...

Page 114: ...106 Index...

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