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Scantron OpScan 4ES, Operator'S Manual

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Scantron OpScan 4ES Operator'S Manual Download Page 124

Chapter 6: Using the Background Menu

Background Menu Flowchart

104                                                                              Scantron OpScan 4ES and 

i

NSIGHT 4ES Scanners

Background Menu Flowchart

The background menu is organized as shown below. 
The flowchart shows ALL menu items (for all model 
scanners and for all modes). See the individual menu 
item descriptions to see if the menu items apply to 
your model scanner and the mode that you are in.

Summary of Contents for OpScan 4ES

Page 1: ...i Operator s Guide OpScan 4ES iNSIGHT TM 4ES ...

Page 2: ...ii ...

Page 3: ... the Canadian Department of Communications Le présent appareil numérique n émit pas de bruits radioélectriques dépassant les limites applicables aux appareils numériques de la classe A prescit dans le réglement sur le brouillage radioélectrique édicté par le Ministre des Communications du Canada Trademarks Advanced Character Recognition iNSIGHT Mark Reflex OpScan ParScore Prosper Remark ScanBook S...

Page 4: ...iv ...

Page 5: ...basic tasks related to scanner operation simple maintenance and troubleshooting This manual covers the following models OpScan 4ES OpScan 4ES with SelfScore iNSIGHT 4ES iNSIGHT 4ES with SelfScore When important differences between the scanners are explained in the text Be sure to determine which scanner you own so that you know which information applies to you P ...

Page 6: ... safety and environmental information Chapter 2 Setting Up Your Scanner describes how to set up your scanner install the necessary driver software and connect to the host computer Chapter 3 Operating Your Scanner explains how to scan sheets with your scanner Chapter 4 Scanner Modes describes the various scanner modes when best to use each and how to select them Chapter 5 Display Panel Messages exp...

Page 7: ...be read how to scan bar codes troubleshooting and testing Appendix D Select Stacker provides information on setting up testing and scanning with the Select Stacker It also covers Select Stacker display panel messages and cleaning Related Documentation This manual is part of a documentation set for the OpScan 4ES and iNSIGHT 4ES scanners The documentation set provides information on packaging insta...

Page 8: ...Where xxx indicates the current revision number Only included with scanners equipped with the SelfScore option Contacting Customer Support If you require assistance see Product Support and Services on page 157 for information on contacting Scantron Customer Support World Wide Web Access You can access our Web site at www scantron com ...

Page 9: ...Preface Operator s Guide ix NOTES ...

Page 10: ...Preface x Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 11: ...Scan 4ES Standard Features 7 Standard Features 7 Options 7 Specifications 8 iNSIGHT 4ES Standard Features 10 Standard Features 10 Options 11 Specifications 11 System Requirements 13 User Precautions 14 Environmental Information 15 Waste Electrical and Electronic Equipment WEEE 15 UL Regulatory Compliance Statement 16 CLASS 1 LED PRODUCT 16 Chapter 2 Setting Up Your Scanner 17 ...

Page 12: ...er 25 Connecting the Power Supply 25 Connecting the Scanner to the Computer 27 Turning the Scanner On 29 Installing Scanning Software 30 Handling Recalibrate See Manual Messages 31 Uninstalling Scanner Utilities Software 32 Chapter 3 Operating Your Scanner 33 Verifying Proper Setup 34 Configuring the Scanner 37 Scanning Procedure 38 Understanding Display Panel Messages 42 Clearing Document Jams 43...

Page 13: ...splay Panel Messages 73 Scanner Paper Path 75 Display Panel Messages 76 Clean Read Head 76 Clean Read Head Last Sheet Selected Refeed Last Sheet 77 Clean Read Head Refeed Last Sheet 78 Clear Paper Path Refeed Last Sheet 79 Double Sheet 79 End of Batch 80 Feed Form End 81 Feed Form Start 81 Feeding Form 82 Form Error 82 F XXX Z XXX M XXXXX Kb C XXXXX 83 Input Tray Empty 83 Multiple Sheets Fed Clear...

Page 14: ...heet Did Not Leave Output Stacker 90 Sheet Did Not Leave Select Stacker 91 Sheet Did Not Reach Output Stacker 92 Sheet Did Not Reach Select Stacker 92 Sheet Skewed Last Sheet Selected Refeed Last Sheet 93 Sheet Too Thin See Manual 94 Stopped 95 Stopping 96 TM Count Error 96 Unexpected Sheet At Output Stacker 96 Unexpected Sheet at Select Stacker 97 User Program 98 Waiting 98 Waiting For Computer 9...

Page 15: ...1 Power Saver 111 Utilities Menu 113 Utilities 113 Top Head Calibrate 113 Bot Head Calibrate 115 Comm Configuration When Not in ES ScanMark Mode 116 Comm Configuration When in ES ScanMark Mode 120 Display Brightness 123 Ldg Edge Skew 124 Print Offset 125 Diagnostics Menu 126 Diagnostics Menu 126 Feed Print 126 Feed Select 127 Top Read Validation 128 Bot Read Validation 130 Bar Code Test 130 Exitin...

Page 16: ...d Operate the Scanner 138 Display Panel Messages 139 Detecting Double Sheets 140 To clear a double sheet error condition 140 Form Handling 141 Scoring Forms 142 Chapter 8 Cleaning the Scanner 143 Schedule 144 Supplies 145 Procedure 146 Chapter 9 Troubleshooting 153 Troubleshooting Chart 154 Chapter 10 Product Support and Services 157 ...

Page 17: ...g the Background Menu 164 Top Head Calibration 165 Bottom Head Calibration 166 Exiting the Background Menu 167 Appendix B Transport Printer 169 Printer Features 170 Getting Started 171 Installing or Replacing Ink Cartridges 172 Positioning the Printer s 175 Turning the Printer s On Or Off 179 Testing the Printer s 181 Set Up Scanning Software for Printing 183 ...

Page 18: ...sor Pointer 191 Read Capability 193 Scanning Bar Codes 196 Troubleshooting 198 Testing the Bar Code Reader 201 Bar Code Diagnostic Form 201 Using the Bar Code Test Function 202 Testing the Bar Code Reader 204 Appendix D Select Stacker 207 Setting Up the Select Stacker 208 Testing the Select Stacker 211 Scanning Procedure 213 Understanding Select Stacker Messages 214 Terminology 214 ...

Page 19: ...Operator s Guide xxiii Select Stacker Messages 215 Cleaning the Select Stacker 216 Schedule 216 Supplies 216 Procedure 217 Index 219 ...

Page 20: ...xxiv Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 21: ...hapter you will find a description of your scanner s components features specifications and system requirements as well as safety and environmental information 1 optical mark recognition 1 In this chapter Scanner Components page 2 OpScan 4ES Standard Features page 7 iNSIGHT 4ES Standard Features page 10 System Requirements page 13 User Precautions page 14 Environmental Information page 15 UL Regul...

Page 22: ...Open View Component Function Bar Code Reader Area Optional bar code reader goes here Drive rollers Pull a sheet through the transport bed Pick roller Pulls a sheet onto the transport bed Printer Area Optional printer components go here Read Head Area Read head components go here Thickness sensor Used to detect thickness of forms to ensure only one sheet is being scanned at a time Transport bed Sup...

Page 23: ...isplay panel Displays messages from the scanner and the host computer Shows the status of the scanner and provides messages on how to change the status and resolve a scanner condition Input trays upper and lower Hold up to 100 sheets of paper for scanning The lower input tray rises automatically as sheets feed The upper tray has a pocket to hold the Quick Tips guides Input tray lever Retains the i...

Page 24: ...ion properly Sheet deflector Keeps a sheet flat as it starts through the scanner Acts as a cover for the optional bar code reader if used The sheet deflector must be down and latched for the scanner to function properly Component Function Component Function Model and serial number tag Provides model and serial number information You will be asked for these numbers when calling Scantron Customer Su...

Page 25: ...the back of the upper input tray Select Stacker port Provides a connection point for the data cable going to the optional Select Stacker Tray release Releases when pressed the input tray for removal from the scanner Located on the back of the upper input tray under the Quick Tips slot USB port Provides a connection point for the USB cable coming from the computer Component Function ...

Page 26: ...t from an attached computer The printer cover must be down and latched for the scanner to function properly Select Stacker optional Enables the computer to select between two trays for sheet output The Select Stacker places sheets in the bottom select tray based on edit criteria selected in your scanning software Tray lock Locks the input tray in the down position for easier loading of sheets The ...

Page 27: ...f forms Ability to read both Mark Reflex and Trans Optic forms Handles all common spacings 166 166 48 cell 200 inline 200 offset 200 line read and 300 line read Input tray and output tray capacity of up to 100 sheets Sheet handling capacity of 2 5 x 5 inch to 9 x 14 inch 60 100 lb offset sheets Options Dual side read head for two sided form scanning Programmable interactive printer s that print in...

Page 28: ...o a host computer Select Stacker allows separate stacking of sheets based on edit criteria selected in your scanning software Specifications Physical Description Length 21 25 54 cm Width 14 5 37 cm Height 9 23 cm Weight 17 lbs 7 7 kg Operating Environment Temperature 60 F to 85 F 16 C to 29 C Humidity 40 to 60 non condensating Power 100 240 volt operation 100 240 volts AC 10 6 47 63 Hz US 3 prong ...

Page 29: ...Chapter 1 Scanner Basics OpScan 4ES Standard Features Operator s Guide 9 from the forms and the amount of processing done on the data while scanning ...

Page 30: ...ed bar code Automatic feed Selectable pencil or ink mark detection Jam multiple sheet and skew detection 40 character alphanumeric display panel Integrated diagnostics system with messages sent to scanner display panel and host computer Communications with host computer through a USB 2 0 communications port Simultaneous transfer of data and scanning of forms Ability to read both Mark Reflex and Tr...

Page 31: ...t computer Download supports use on platforms other than PC by using download programmability SelfScore option in combination with dual ink jet printers allows operation as a test scoring machine with test scoring survey and ballot capabilities SelfScore mode allows operation without connection to a host computer Select Stacker allows separate stacking of sheets based on edit criteria selected in ...

Page 32: ...using USB 2 0 Can operate OMR asynchronously using a virtual com port with user defined protocol Operation Read Heads 200 dots per inch dpi resolution up to 256 levels of grayscale per pixel pencil and ink Scanning Rate 2 300 sheets per hour in OMR with Imaging mode or 2800 sheets per hour in OMR only mode Actual scanning rate depends on quantity of data read from the form and the amount of proces...

Page 33: ...Chapter 1 Scanner Basics System Requirements Operator s Guide 13 System Requirements For information about system requirements for the OpScan 4ES or iNSIGHT 4ES scanner go to www scantron com scanners ...

Page 34: ...air net if needed or tying long hair up in a bundle Remove all loose objects from the area that could be drawn into the machine Take sufficient breaks to maintain mental alertness The scanner and power supply must only be used indoors in a dry location Use only the power supply that was provided with your Scantron scanner Do not substitute another power supply model or another manufacturer s power...

Page 35: ...or recycling information contact your local authorities or in the U S visit the Electronics Industry Alliance Web site at www eiae org The product packaging is recyclable although it should be retained in case the scanner needs to be shipped for service Waste Electrical and Electronic Equipment WEEE This symbol indicates that when the last user wishes to discard this product it must be sent to app...

Page 36: ...e Statement CLASS 1 LED PRODUCT IEC 60825 1 1993 A1 1997 A2 2001 This class is eye safe under all operating conditions Array pulse duration 256usec maximum power output 0 34mW CAUTION Use of controls or adjustments or performance of procedures other than those specified herein may result in hazardous radiation exposure LED Aperture ...

Page 37: ...lecting a Good Location page 18 Assembling the Scanner page 19 Installing Printer Cartridge s page 22 Installing Scanner Utilities Software page 24 Connecting the Scanner page 25 Turning the Scanner On page 29 Installing Scanning Software page 30 Handling Recalibrate See Manual Messages page 31 Uninstalling Scanner Utilities Software page 32 ...

Page 38: ...umid or dry conditions keep them in a climate controlled environment for 24 hours before you attempt to scan them 4 Electrical noise Avoid locating the scanner near a generator or other type of large motor such as an elevator an air conditioner or a refrigerator that produces electrical noise which might interfere with the scanner s electronics 5 Power source Use a separate source of power with su...

Page 39: ...r Assembling the Scanner Operator s Guide 19 Assembling the Scanner 1 Extend the positioning stand so that the scanner is placed at the proper angle for operation 2 Install the paper guide by sliding it into the slot in the input tray ...

Page 40: ...ng like tabs into the slots at the end of the scanner NOTE When removing the tray from the scanner depress the tray release tab 4 Insert the Quick Tips guides shipped with your scanner into the slot on the underside of the input tray This helps prevent loss of the instructions 5 Install the output tray or the Select Stacker see Appendix D then continue with the next step ...

Page 41: ...our Scanner Assembling the Scanner Operator s Guide 21 below Hook the end of the tray that has two prong like tabs into the end of the scanner 6 Adjust the adjustment bar to the length of the sheets that you will be scanning ...

Page 42: ...antron OpScan 4ES and iNSIGHT 4ES Scanners Installing Printer Cartridge s If your scanner is equipped with the transport printer option use the following instructions to install the printer cartridges 1 Unlatch and remove the printer cover 2 Locate the cartridge holder s ...

Page 43: ...he cartridge holder feet first then press the top of the cartridge firmly into the cartridge holder until you feel two clicks This ensures that the cartridge is fully seated 4 If you have dual printers repeat step 3 for the second printer 5 Re install the printer cover NOTE For more printer information refer to Appendix B ...

Page 44: ...ll software IMPORTANT Before connecting your scanner to the computer and turning it on install the drivers and utilities software on the host computer as described below 1 Insert the scanner utilities CD into the CD ROM drive of your computer 2 Browse to your CD ROM drive 3 Double click the setup exe file to run the setup program 4 Follow the on screen instructions to install the drivers and scann...

Page 45: ... host computer as described in the previous section Connecting the Power Supply 1 Find the power cable and the power supply that came with your scanner 2 Plug the end of the power cable three prong plug into a properly grounded electrical outlet providing alternating current AC CAUTION If lightning damage is a possibility use a power strip with surge protection CAUTION Do not connect the scanner t...

Page 46: ...nners 3 Plug the rectangular end three receptacles of the power cable into the open end with three prongs of the power supply 4 Plug the rounded end of the power supply into the power port on the back of the scanner CAUTION Do not plug the rounded end of the power supply into any part of the computer ...

Page 47: ...nly in that mode you do not need to connect the scanner to a computer 1 Locate the USB ports on the back of your com puter Plug the A end flat end of the USB cable into the USB communications port NOTE A USB 1 1 OpScan 4ES or 2 0 OpScan 4ES or iNSIGHT 4ES communications port is required NOTE Do not connect more than one OpScan 4ES iNSIGHT 4ES or SelfScore scanner to the host computer at a time ...

Page 48: ...the Scanner 28 Scantron OpScan 4ES and iNSIGHT 4ES Scanners 2 Plug the USB B connector square end into the USB port on the back of the scanner IMPORTANT There may be a sticker covering the USB port If so remove it before plugging in the USB cable ...

Page 49: ...rrect drivers being loaded This statement does not apply if you are using the scanner in SelfScore mode without a computer 1 Press the switch on the back of the scanner to turn the scanner on l or off 0 2 After you turn on the scanner wait for it to complete the self test The message Initializing will appear on the display panel After a few seconds another message will appear indicating what actio...

Page 50: ...likely find that you do not have a selection for your new scanner in your scanning software In most cases your older scanning software will work if you select an earlier version scanner that is compatible with the OpScan 4ES or iNSIGHT 4ES Use the following as guidelines If you purchased an OpScan 4ES select OpScan 4 in your scanning software If you purchased an iNSIGHT 4ES and will be running in ...

Page 51: ...Manual Messages The scanner firmware does diagnostics checks each time the unit is powered on and during scanning If the firmware determines that the read heads need to be recalibrated you will see the following messages on the display panel If you get these messages see Appendix A for instructions regarding calibration ...

Page 52: ...fferent computer If you want to uninstall the drivers and scanner utilities software use the following procedure 1 Before uninstalling the software close all programs and turn off the scanner 2 Open the Control Panel and access the list of programs Wait for the list to populate 3 Select the Scantron scanner utilities you have installed on your computer and click Uninstall A message appears asking ...

Page 53: ...efore using your scanner for high stakes testing be sure to perform a test to ensure that your scanner and scanning software are working properly 3 In this chapter Verifying Proper Setup page 34 Configuring the Scanner page 37 Scanning Procedure page 38 Understanding Display Panel Messages page 42 Clearing Document Jams page 43 ...

Page 54: ...Scanners Verifying Proper Setup Before starting your scanning session you may want to verify that the scanner is set up properly 1 Ensure that the positioning stand is in the down position 2 Ensure that the power supply is plugged into both a wall outlet or power strip and the back of the scanner ...

Page 55: ... Setup Operator s Guide 35 3 Ensure that the scanner is connected to the computer via USB cable 4 Ensure that the input tray and output tray or Select Stacker are in place and that the adjustment bar is properly positioned for the sheets being scanned ...

Page 56: ...g Your Scanner Verifying Proper Setup 36 Scantron OpScan 4ES and iNSIGHT 4ES Scanners 5 Ensure that the covers on the sheet deflector or optional bar code reader read head and printer optional are closed and fully seated ...

Page 57: ...figuring the Scanner Your scanner comes preconfigured by Scantron ready to meet most scanning needs However should you have special requirements use the background menus to configure the scanner See Chapter 6 Using the Background Menu for information on how to configure the scanner ...

Page 58: ...sing either button about 2 seconds 2 Verify that the scanner is ready to scan With the input tray empty the display panel should display the following message for all modes except ES ScanMark or this message if you re in ES ScanMark mode If the display does not match one of the two above verify that you have properly set up the scanner as described in Chapter 2 Setting Up Your Scanner If you are u...

Page 59: ...ou load to slide as far up into the input tray area as possible This is important for proper feeding 4 Optional If you have a large number of sheets to load you may want to secure the Press To Load button in the down position by pushing in the Tray Lock while the button is depressed To release the lock after you have loaded sheets depress the Press To Load button once again and release it 5 Load t...

Page 60: ...the input tray closest to the front of the scanner guide rail NOTE Form ID Marks identify the sheet to the scanner Timing Marks signal the scanner where to read across a sheet 6 Verify that the sheets are as far toward the read head as possible Slide the paper guide so that it just touches the sheets 7 Open your scanning software on the host computer and use it to control the scanning process Lead...

Page 61: ...Chapter 3 Operating Your Scanner Scanning Procedure Operator s Guide 41 For software instructions refer to the documentation for the software you are using ...

Page 62: ... 4ES and iNSIGHT 4ES Scanners Understanding Display Panel Messages The display panel displays information regarding Scanner status Errors What to do next Button functionality See Chapter 5 Display Panel Messages for explanations of all display panel messages They are listed alphabetically ...

Page 63: ...learing jams or see Chapter 5 Display Panel Messages for more information on the specific error message that you received 1 Lift the following Sheet deflector or optional bar code reader Read head Transport Printer cover 2 Remove any sheets on the transport bed 3 Close all covers making sure that each is fully seated 4 Return any unscanned sheets to the input tray 5 Press START or Cont if in ES Sc...

Page 64: ...Chapter 3 Operating Your Scanner Clearing Document Jams 44 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 65: ... are OMR with Imaging OMR Only ES ScanMark Download Run and Download Debug SelfScore Scantron Score Emulation Each of these modes is described in this chapter 4 In this chapter OMR with Imaging Mode page 46 OMR Only Mode page 49 ES ScanMark Mode page 51 Download Run and Download Debug Mode page 53 SelfScore Mode page 55 Scantron Score Emulation Mode page 57 ...

Page 66: ...ndprint data using optional OCR optical character recognition or ICR intelligent character recognition packages In OMR with Imaging mode the scanner must be connected to a PC with ScanTools software The software controls the scanner and captures the data When a new session is initiated the software sends a scan sheet message to the scanner and the scanner responds by scanning a sheet As each sheet...

Page 67: ...er or fence orientation data to ASCII Convert machine print to ASCII using optional OCR software Convert hand print to ASCII using optional ICR software Save grayscale or B W images of clip regions Save grayscale or B W images of the entire sheets View a portion of the sheet to aid in editing the ASCII data that has been collected commonly known as heads up editing View a portion of the sheet to e...

Page 68: ...are working on a computer platform that is not PC Download mode works with computer platforms other than PC SelfScore mode allows the scanner to function without connection to a PC You simply want to score tests or tally surveys or ballots and do not need to retain the ASCII data SelfScore mode is simple to use and does not require a PC ...

Page 69: ... sheet to the computer for each sheet scanned In OMR Only mode the scanner must be connected to a PC with Scantron software e g ScanTools RemarkTM ProsperTM SurveyTracker Plus The software controls the scanner and captures the data When a new session is initiated the software sends a scan sheet message to the scanner and the scanner responds by scanning a sheet As each sheet is scanned the scanner...

Page 70: ...Imaging mode When To Avoid Select a different mode if You want to collect image bar code or machine or hand print data use OMR with Imaging mode to collect these types of data You cannot use Scantron data collection software or you are working on a computer platform that is not PC Download mode works with computer platforms other than PC and does not require Scantron data collection software You s...

Page 71: ...data When a new session is initiated the software sends a form definition to the scanner Once the form definition is loaded it is retained in memory until cleared After the form definition is in scanner memory you can invoke your data collection software to start scanning sheets As each sheet is scanned each row of cells at each timing mark is converted to 16 level raw data Once the raw data is ga...

Page 72: ...ations with your legacy Scantron scanning software When To Avoid Select a different mode if You want to collect image or machine or hand print data use OMR with Imaging mode to collect these types of data You cannot use Scantron data collection software You simply want to score tests and do not need to retain data SelfScore mode is simple to use and does not require a PC or software ...

Page 73: ... program that loads the form definition to the scanner and controls the scanning process The scanner must be connected to a computer However it does not have to be a PC Download mode works with Unix Mac and other platforms There is a document that will help you use Download mode the Download Utility User s Guide We recommend acquiring this guide before you start To use the Download modes first set...

Page 74: ...based on the stored form definition The scanner sends an ASCII data record back to the computer for each sheet scanned When To Use Use these modes if you want to Use a host computer that is not a PC When To Avoid Select a different mode if You do not have someone to set the communications parameters and to do the command line programming ...

Page 75: ...d a form definition To start a new session load the key into the input tray and press the START button The scanner scans the key and loads the key into memory Next load the tests into the input tray and press the START button The scanner feeds tests and scores them If desired you can complete your scoring session by scanning an item analysis form that will provide cumulative data regarding the tes...

Page 76: ... test scoring machine You want to error mark and score tests You do not want to use a Scantron software application to collect data You have a PC and ScanTools software and want to collect ASCII data When To Avoid Select a different mode if You need to use a custom form ScanTools in combination with OMR with Imaging mode or OMR Only mode is best for that You want to collect image bar code or machi...

Page 77: ...t the total number of correct answers Print the percentage correct optional The Student ID feature allows you to associate results with a specific student when used with Remark software Scantron Score emulation mode works with most of the same forms used with Scantron Score and 888P scanners Visit www ScantronStore com for a list of compatible forms Note that two sided scanning requires a 4ES form...

Page 78: ...formance based activity i e essay oral exam lab assignment with a score from an objective test i e multiple choice true false matching Total subjective points possible 163 Ballots Counts ballots and gives you results for student elections etc Surveys Tallies responses from teacher evaluations community surveys etc Prerequisites Firmware version 8 0 or greater is required ...

Page 79: ...r position locations When operating in Scantron Score emulation mode the printer position must be set to 2 5 inches and 6 2 inches to properly print the incorrect marks percentage score etc on Scantron Score forms To position the printer complete the following steps 1 Unlatch and remove the printer cover by lifting up on the handle and pulling the cover towards you ...

Page 80: ...ntron OpScan 4ES and iNSIGHT 4ES Scanners 2 Note the location of the cartridge holder inside the printer assembly Also note the ruler printer alignment mark and thumbscrew that sits beside the cartridge holder These are the elements used to position the printer ...

Page 81: ...n Score Emulation Mode Operator s Guide 61 3 Scantron Score forms require that printers used with an iNSIGHT 4ES scanner are positioned at 2 5 inches and 6 2 inches Check the printer s to ensure that they are in the correct position ...

Page 82: ...Chapter 4 Scanner Modes Scantron Score Emulation Mode 62 Scantron OpScan 4ES and iNSIGHT 4ES Scanners 4 If the printer position requires adjustment loosen the thumbscrew so you can move the printer ...

Page 83: ...Chapter 4 Scanner Modes Scantron Score Emulation Mode Operator s Guide 63 5 Adjust the position of the second printer to the 6 2 inch mark ...

Page 84: ...Chapter 4 Scanner Modes Scantron Score Emulation Mode 64 Scantron OpScan 4ES and iNSIGHT 4ES Scanners 6 Move the printer to the 2 5 inch mark and lightly tighten the thumbscrew ...

Page 85: ... Score Emulation Mode Operator s Guide 65 7 Replace the printer cover ensuring that it is firmly seated Select Stacker Note that the Select Stacker is not supported on the iNSIGHT 4ES scanner operating in Scantron Score emulation mode ...

Page 86: ...on 3 Mark a scoring option using the following guidelines 4 Mark the correct answer to each question Score the Tests 1 Press Start 2 Load the tests and keys into the hopper with the keys on top so they will scan first 3 optional Feed an item analysis form by fol lowing the instructions on the form and on the screen 4 When finished feeding forms press End NOTE If scanning to software for example Re...

Page 87: ... side 2 score 1 Mark a key scoring option on side 1 as for single sided see above 2 Mark only key bubble 5 on side 2 all scoring options from side 1 will carry over 3 Mark the correct answer to each question Score the Tests 1 Press Start 2 Load the tests and keys into the hopper with the keys on top so they will scan first 3 optional Feed an item analysis form by fol lowing the instructions on the...

Page 88: ... OpScan 4ES and iNSIGHT 4ES Scanners includes scores from both the front and back sides of the form 4 When finished feeding forms press End NOTE If scanning to software for example Remark Classic OMR press Save to transfer the data to the computer before pressing End ...

Page 89: ...ey has a unique identifier 4 Ensure that each student test form is marked with the appropriate key identifier before scor ing Score the Tests 1 Press Start 2 Load the tests and keys into the hopper with the keys on top so they will scan first 3 optional Feed item analysis forms by follow ing the instructions on the form and on the screen 4 When finished feeding forms press End NOTE If scanning to ...

Page 90: ...al possible subjective points in the Subjective Score area of the test key Mark only one bubble per line for a maximum of 163 points 2 Mark the subjective score on the on the stu dent test forms before scoring them Score the Test Scan key s and tests as you would normally see above Rescoring Tests The Rescore button offsets the printing slightly so you can score tests a second time and see differe...

Page 91: ...g Surveys or Ballots 1 Mark the key marking row for surveys or ballot 2 Press Start 3 Feed the ballot or survey key 4 Feed the ballot or survey forms up to 9 999 5 Feed a Tally form Troubleshooting View on screen error messages for error type and recovery information For technical assistance contact Scantron Support at 1 800 338 5544 ...

Page 92: ...Chapter 4 Scanner Modes Scantron Score Emulation Mode 72 Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 93: ...canner detects an issue a message appears in the liquid crystal display LCD panel In this chapter all of the display panel messages are listed in alphabetical order For each display message you will find information regarding What the message means How to resolve the issue What the buttons do NOTE Except for scanners with the SelfScore option the operator panel blanks if the scanner sits idle 5 In...

Page 94: ...Chapter 5 Display Panel Messages 74 Scantron OpScan 4ES and iNSIGHT 4ES Scanners for awhile Press any key on the panel to reactivate it ...

Page 95: ...Scanner Paper Path Operator s Guide 75 Scanner Paper Path The arrows in the illustration below show the path that a sheet takes while moving through the scanner Use this illustration as a guide to the terminology found in this chapter ...

Page 96: ...he transport bed To resolve this condition 1 Clean the entire top and bottom read head area Refer to Chapter 8 Cleaning the Scanner for information on the recommended cleaning proce dure NOTE Single read head scanners do not have a bottom read head 2 Make certain the last sheet you tried to scan aligns with the edge of the input tray closest to the front of the scanner Adjust the paper guide if ne...

Page 97: ...ct Stacker is attached To resolve this condition 1 Remove the sheet from the transport bed or the Select Stacker lower tray CAUTION If the sheet is on the transport bed remove it by pulling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the rollers 2 Clean the entire top and bottom read head area Refer to Chapter 8...

Page 98: ...this condition 1 Remove the sheet if present from the transport bed CAUTION If the sheet is on the transport bed remove it by pulling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the rollers 2 Clean the entire top and bottom read head area Refer to Chapter 8 Cleaning the Scanner for information on the recommended...

Page 99: ... When removing a sheet from the transport bed remove it by pulling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the roll ers 2 Place the sheets not scanned successfully back in the input tray Press START to resume scanning Press OFF to put the scanner into sleep mode Double Sheet or This message indicates that th...

Page 100: ...ng a sheet from the transport bed remove it by pulling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the roll ers 2 Place the removed sheets back in the input tray 3 Adjust the paper guide Press Cont to resume scanning End of Batch or This message appears after you pressed End on the control panel after a valid re...

Page 101: ... the computer It indicates that the scanner is ready to read a form and that the input tray is empty Press End to end the scanning job Feed Form Start or This message appears after the scanner received a valid READ command from the computer It indicates that the scanner is ready to read a form and that the input tray has forms in it Press Start to continue scanning ...

Page 102: ...ssage appears when the scanner is feeding a form under the readhead This message is information only and requires no action Form Error or This message indicates that the form scanned does not match the form definition downloaded to the scanner To resolve this condition verify that the correct form was fed Press Cont to continue ...

Page 103: ...remaining C is the number of characters returned from a downloaded form definition This message is information only and requires no action Input Tray Empty This message means that the input tray is empty Load forms in the input tray to advance to the next state Press OFF to put the scanner into sleep mode Multiple Sheets Fed Clear Path Refeed This message means that more than one sheet fed onto th...

Page 104: ...ling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the roll ers 2 Place the removed sheets back in the input tray 3 Adjust the paper guide Press START to resume scanning Press OFF to put the scanner into sleep mode Not Ready This message means that the scanner is not ready to scan sheets Press START to ready the s...

Page 105: ...ed CAUTION When removing a sheet from the transport bed remove it by pulling it forward or backward along the paper path Do not pull the sheet out sideways i e away from the guide rail because you may damage the roll ers 2 Place the sheets not scanned successfully back in the input tray Press Cont to resume scanning Processing Sheet This message means that the scanner is scanning a sheet and trans...

Page 106: ...nition or a command from the computer To resolve this condition use your scanning software on the host computer to download a form definition or to start the scanning process Recalibrate See Manual This message appears when the firmware within the scanner determines that recalibration is necessary See Appendix A Recalibration for instructions regarding how to recalibrate the scanner ...

Page 107: ...he communications parameters to the factory standard settings See Comm Configuration When Not in ES ScanMark Mode on page 116 for details Rejected This message appears when in ES ScanMark mode and an incorrect sheet was scanned in the Comm Config submenu The correct form is F 7545 STC Press Cont to get back to the Feed ComConfig Sheet prompt Feed the correct sheet to set the Comm Configuration Pre...

Page 108: ...canMark Init Reqd This message indicates that the scanner failed its internal nonvolatile memory test To resolve this condition press Cont The scanner will automatically reinitialize the internal nonvolatile memory You should not see the message again If you get the message repeatedly contact Scantron Customer Support Sensor 1 Blocked This message appears on initialization only It indicates that t...

Page 109: ...o resolve this condition 1 Depress the Press To Load button and move the sheets toward the read head 2 Align the sheets with the edge of the input tray that is closest to the front of the scanner guide edge 3 Slide the paper guide so that it is just touching the sheets Press START to resume scanning Press OFF to put the scanner into sleep mode Sheet Did Not Feed Check Sheet Deflector This message ...

Page 110: ...rty sensor and or dirty conditions surrounding the sensor area NOTE Refer to the section Cleaning the Select Stacker on page 216 of this manual for directions on cleaning the Select Stacker To resolve this condition 1 Clear all sheets from the scanner and Select Stacker transport bed 2 Blow canned air Scantron recommends a non condensing propellant onto the output sensor and surrounding area to re...

Page 111: ...herwise damaged If repair is not possible copy the marks from a damaged sheet onto a new sheet To resolve this condition 1 Clear all sheets from the scanner and Select Stacker transport bed 2 Blow canned air Scantron recommends a non condensing propellant onto the select sensor and surrounding area to remove paper dust and debris 3 Place any sheet s not processed by the host software back in the i...

Page 112: ...ondition 1 Clear all sheets from the scanner and Select Stacker transport bed 2 Check cable connections 3 Check for obstructions in the paper path 4 Place any sheet s not processed by the host software back in the input tray Press START to continue scanning after taking corrective action Press OFF to put the scanner in sleep mode Sheet Did Not Reach Select Stacker The scanner displays this message...

Page 113: ...structions in the paper path 4 Place any sheet s not processed by the host software back in the input tray Press START to continue scanning after taking corrective action Press OFF to put the scanner in sleep mode Sheet Skewed Last Sheet Selected Refeed Last Sheet This message appears when a sheet feeds onto the transport bed at an angle or when a sheet has a torn or bent edge When this error is d...

Page 114: ...de so that it is just touching the sheets Press START to resume scanning Press OFF to put the scanner into sleep mode Sheet Too Thin See Manual This message appears when the last sheet that the scanner attempted to scan was thinner than the one before it This condition can occur when the sheet thickness error detection is being performed by the scanner After the scanner stops and is restarted the ...

Page 115: ...uck together they may both be in the output tray If so they should be separated and rescanned 2 If necessary perform error recovery in your software application on the host computer Press START to resume scanning Press OFF to put the scanner into sleep mode Stopped This message appears in two situations When you issue instructions from the computer to the scanner to stop all processing When you pr...

Page 116: ...ta When that happens the STOPPED message is displayed To resolve this condition wait until the next message is displayed in the display panel TM Count Error This message appears during Top or Bottom Read Validation if an incorrect sheet is scanned The correct sheet is part number 202 171 989 Press CONTINUE to continue read validation Press QUIT to abort the validation Unexpected Sheet At Output St...

Page 117: ...t and debris 3 Place any sheet s not processed by the host software back in the input tray Press START to continue scanning after taking corrective action Press OFF to put the scanner in sleep mode Unexpected Sheet at Select Stacker This message is displayed when a sheet arrives at the wrong stacker This message is also displayed as a result of a dirty sensor and or dirty conditions surrounding th...

Page 118: ...k in the input tray Press START to continue scanning after taking corrective action Press OFF to put the scanner in sleep mode User Program This message indicates that the scanner received accepted and acknowledged a valid form definition This message is information only and requires no action Waiting or This message indicates that the scanner is waiting for instructions from your scanning softwar...

Page 119: ...ing for instructions from the computer It appears after forms have been loaded and the START button has been pressed Press STOP to take the scanner out of the ready state Press OFF to put the scanner into sleep mode Zone Error This message indicates that the form scanned has an error in one of the zones To resolve this condition review the form for correctness ...

Page 120: ...Chapter 5 Display Panel Messages Display Panel Messages 100 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 121: ...and to leave selections unchanged Press the left button to enter submenus run functions or change selections This chapter gives you an overview of the entire background menu system in the form of a flowchart It also covers details for each menu item 6 In this chapter Entering the Background Menu page 103 Background Menu Flowchart page 104 Scanner Information page 105 Mode Select page 107 Defaults ...

Page 122: ... Scanners The menu items are listed in the order that they appear in the background menu However not all menu items apply to each model scanner or for each mode See the description for each menu item to determine if it applies to the model you have and the mode that you are in ...

Page 123: ... Menu Entering the Background Menu Operator s Guide 103 Entering the Background Menu Enter the background menu by holding down both buttons for about five seconds When the message Background Menu appears briefly release the buttons ...

Page 124: ...NSIGHT 4ES Scanners Background Menu Flowchart The background menu is organized as shown below The flowchart shows ALL menu items for all model scanners and for all modes See the individual menu item descriptions to see if the menu items apply to your model scanner and the mode that you are in ...

Page 125: ...canner Model OpScan 4ES or iNSIGHT 4ES And where Version number of the scanner firmware Shown For All models all modes Description The scanner model is displayed immediately after entering the background menu OpScan 4ES is displayed for both OpScan 4ES and OpScan 4ES with SelfScore models iNSIGHT 4ES is displayed for both iNSIGHT 4ES and iNSIGHT 4ES with SelfScore scanner models Press Next to adva...

Page 126: ...ormation 106 Scantron OpScan 4ES and iNSIGHT 4ES Scanners Shown For All models all modes Description Sheet count refers to the number of sheets that have been scanned since the scanner was put into service Press Next to advance to the next menu item ...

Page 127: ...ES ScanMark Download Run Download Debug SelfScore shown only for OpScan 4ES with SelfScore and iNSIGHT 4ES with SelfScore scanners Shown For All models all modes Description Use this menu item to change scanner modes For a description of each of the modes and when to use them see Chapter 4 Scanner Modes Button Functionality Press Change to change modes Press Next to advance to the next menu item ...

Page 128: ...g display of comm status and power saver parameters See below for a full description of each menu item NOTE See Background Menu Flowchart on page 104 for a flowchart of the entire background menu Defaults Menu Shown For All models all modes Description This menu item allows you to enter the Defaults menu Press Enter to enter the Defaults menu Press Next to advance to the Utilities menu See Utiliti...

Page 129: ...m types will read forms that have been pre slugged on a laser printer Press Change to change the form type Press Next to advance to the next menu item Double Sheet Variables Where Status On Off Shown For All models ES ScanMark mode only Description This menu item allows you to enable turn on or disable turn off double sheet detection Press Change to change the double sheet detection status Press N...

Page 130: ... to change printer status Press Next to advance to the next menu item Reverse Printing Variables Where Status On Off Shown For All models all modes except ES ScanMark and SelfScore when the printer s are turned on Description This menu item allows you to turn reverse printing on or off When reverse printing is on the characters print upside down when viewing the sheets as they pass through the sca...

Page 131: ...haracters appear in the display panel indicating communication status The status indicators are t for Transmitting r for Receiving b for Busy Press Change to change the status Press Next to advance to the next menu item Power Saver Variables Where Time 5 10 15 30 45 60 or Off Shown For All models all modes Description This menu item allows you to change the power saver setting The time shown indic...

Page 132: ...s Press Change to change the power saver time The power saver time will Cycle through 5 10 15 30 45 and 60 minute settings Reset to Off Start over at 5 minutes NOTE The default setting for the power saver is 15 minutes Press Next to accept the displayed setting and to advance to the next menu item ...

Page 133: ...d adjust the printer offset See below for a full description of each menu item NOTE Scantron recommends powering on the scanner for 10 minutes prior to running any calibration program NOTE See Background Menu Flowchart on page 104 for a flowchart of the entire background menu items Utilities Shown For All models all modes Description This menu item allows you to enter the Utilities menu Press Ente...

Page 134: ...brated and ready for use You should calibrate if you have Received a Recalibrate Scanner message on the scanner display Moved the scanner to a new location Been instructed to do so by Scantron Customer Support For best results perform the following before calibrating Clean the scanner and the read heads See Chapter 8 Cleaning the Scanner for details Ensure that the calibration sheets are clean and...

Page 135: ...y time to abort calibration When calibration is complete the following menu item appears Press Next to complete calibration and to advance to the next menu item Bot Head Calibrate Shown For All models except single read head scanners all modes Description This menu item allows you to calibrate the bottom read head Press Next to skip this function and to advance to the next menu item For instructio...

Page 136: ...f the scanner is displaying the Recalibrate See Manual message Description This menu item allows you to display and configure the communications parameters Press Next to skip this function and to advance to the next menu item The following describes how to configure the communications parameters Press Run to enter a submenu that allows you to display communications parameters set the communication...

Page 137: ... This menu item allows you to set the communications parameters to the factory default The factory default configuration is Start Record 1 FF Start Record 2 FF Start Record 3 FF Start Record 4 FF Start Record 5 FF Start Record 6 FF End Record 1 0D End Record 2 0A End Record 3 FF End Record 4 FF End Record 5 FF End Record 6 FF End Document FF Compress 15 Record Length FFFF Check Char FF Initiate Fr...

Page 138: ...wnload 1C Runtime 1D Status 73 Scanner Ctrl 65 Print Position 31 Print Data 32 Display Data 07 End of Info 04 End of Batch FF OCR 1E Press Next to skip this function and advance to the next menu item Press Set to set the communications parameters to the default configuration shown above A Comm Config Complete message will display Press Quit to complete communications configuration and to exit this...

Page 139: ...s Next to skip this function and to advance to the next menu item Press Scan to scan a configuration sheet The following menu item appears Press Next to abort this function and to advance to the next menu item To proceed with scanner configuration feed the Host Port Communication Configuration Sheet by simply placing it in the input tray It will automatically scan A Comm Config Complete message wi...

Page 140: ...tions configuration Press Next to skip this function and advance to the next menu item Press Display if you want the scanner to display each of the communications parameters on the display panel There are a total of 35 parameters Press Show Next to show the next parameter Press Next at any time to abort the function and advance to the next menu item Comm Configuration When in ES ScanMark Mode Vari...

Page 141: ...The following describes how to configure the communications parameters Press Run to enter a submenu that allows you to display communications parameters set the communications parameters to the factory default as well as to a custom configuration The following menu items appear Default Config Variables Where Scanner Model ES ScanMark Shown For All models ES ScanMark mode only Description This menu...

Page 142: ...the default configuration shown above A Comm Config Complete message will display Press Next to complete communications configuration and to exit the Comm Configuration submenu Config Sheet Scan This menu item in the Comm Configuration submenu allows you to scan a completed ScanMark Configuration Sheet form number F 7545 STC Press Next to skip this functions and to advance to the next menu item Pr...

Page 143: ...ess Next to skip this function and to advance to the next menu item Press Display if you want the scanner to display each of the communications parameters on the display panel There are a total of 5 parameters Press Show Next to show the next parameter Press Next at any time to abort the function and advance to the next menu item in this menu Display Brightness Shown For All models all modes Descr...

Page 144: ...that the leading edge of the sheet is aligned properly during scanning It helps ensure that your data collection results are accurate However if you are using forms that are not cut perfectly square leading edge skew detection can result in unwanted error messages If that occurs this function allows you to turn leading edge skew detection off to suppress the errors However Scantron cannot guarante...

Page 145: ...de and helps ensure that the error marks or answer verification marks are printed right next to the question Press Next to advance to the next menu item Press Change to increment the printer offset by one Each time you press Change the offset indicator number increments by 1 up to 10 then it resets to 10 Continue pressing Change until you have reached the setting that you want to test Once you hav...

Page 146: ...f each menu item NOTE See Background Menu Flowchart on page 104 for a flowchart of the entire background menu Diagnostics Menu Shown For All models all modes Description This menu item allows you to enter the Diagnostics menu Press Enter to enter the Diagnostics menu Press Next to advance to the Background Menu menu item Feed Print Shown For All models all modes Description This menu item allows y...

Page 147: ... characters The test will continue as long as there are sheets in the input tray Press Next if you wish to abort the test or if you have completed the test You will be advanced to the next menu item Feed Select NOTE This menu item only appears if a Select Stacker is connected to the scanner Shown For All models all modes if the Select Stacker is installed and connected Description This menu item a...

Page 148: ...laced alternately into the top and bottom trays of the Select Stacker Press Next if you wish to abort the test or if you have completed the test You will be advanced to the next menu item Top Read Validation Shown For All models all modes Description This menu item allows you to validate the calibration and operation of the top read head NOTE This test requires Scantron Reflective Calibration shee...

Page 149: ...he scanner passes the test the following menu item appears Press Next to advance to the next menu item If the scanner fails the test the following three menu items appear Where x Paper Light Mark Dark Mark and y hex value 0 9 and A F If the scanner fails the test first ensure that the calibration sheets are not dirty or damaged If they are not clean the scanner read head then retest by pressing Re...

Page 150: ...you to validate the calibration and operation of the bottom read head Refer to the instructions for Top Read Validation above with the following exception Place the Calibration Sheets in the input tray so that the words Scantron Reflective are face down and enter the scanner last Bar Code Test NOTE This menu item displays only if the bar code reader option is installed Shown For All models all mod...

Page 151: ...Set the bar code reader to the position that you want to test Notice that there are lines of bar code labels at positions 25 30 53 62 67 75 and 80 For a recommended test procedure and details on how to interpret the test see Testing the Bar Code Reader on page 201 Press Start to perform the test If all the bar code labels are read successfully there is no change to the menu items Press Next to abo...

Page 152: ...ure Check for damaged sheets Verify that you have placed the bar code form correctly in the input tray Verify that the bar code reader cover is in the full down position Verify that the reader is properly positioned If you get repetitive failures and have checked the above contact Scantron Customer Support as described in Product Support and Services on page 157 Press Continue to run another test ...

Page 153: ...u Operator s Guide 133 Exiting the Background Menu Shown For All models all modes Description After you have navigated through the background menu the menu item shown above appears Press Enter to re enter the background menu Press Exit to exit the background menu ...

Page 154: ...Chapter 6 Using the Background Menu Exiting the Background Menu 134 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 155: ...h your new scanner You can even create new form definitions with your legacy software Most of the instructions found in this manual still pertain when using the scanner in ES ScanMark mode This chapter highlights the differences 7 In this chapter Selecting ES ScanMark Mode page 136 Set Up Configure and Operate the Scanner page 138 Display Panel Messages page 139 Detecting Double Sheets page 140 Fo...

Page 156: ...to make the scanner function like a Scantron ES 2010 ES 2260 or ES 2800 scanner 1 Enter the background menu by holding both but tons until the background menu appears about five seconds 2 Press Next twice to get to the Mode menu item The following display appears Where Mode OMR w Imaging optional OMR Only ES ScanMark Download Run Download Debug SelfScore optional ...

Page 157: ...Mark Mode Operator s Guide 137 3 Press Change until Mode ES ScanMark appears in the display 4 Press Next three times to get to the Background Menu item 5 Press Exit to exit the background menu The scanner is now ready for operation in ES ScanMark mode ...

Page 158: ...nfigure and Operate the Scanner Setup and operation of your scanner in ES ScanMark mode is the same as for other operating modes Refer to the following chapters for instructions on setting up configuring and operating your scanner Chapter 2 Setting Up Your Scanner Chapter 6 Using the Background Menu Chapter 3 Operating Your Scanner ...

Page 159: ...or s Guide 139 Display Panel Messages Explanations of the display panel messages that appear while in ES ScanMark mode can be found in Chapter 5 Display Panel Messages The ES ScanMark messages are listed alphabetically along with messages displayed in other modes ...

Page 160: ...es You then must clear the paper path to resume scanning For information on how to turn on double sheet detection see Chapter 6 Using the Background Menu for information on how to enter the background menu and then see Double Sheet on page 109 for information on how to turn on double sheet detection To clear a double sheet error condition 1 If the scanner detects multiple forms entering the scanne...

Page 161: ...rm Handling Operator s Guide 141 Form Handling The OpScan 4ES and iNSIGHT 4ES scanners can perform form handling using the optional Select Stacker For information on how to attach and use the Select Stacker see Appendix D Select Stacker ...

Page 162: ...re and error mark form number F 16457 PAR L The OpScan 4ES and iNSIGHT 4ES scanners in ES ScanMark emulation mode do not have that special scoring mode However some software applications that can be used with the OpScan 4ES and iNSIGHT 4ES scanners in ScanMark emulation mode e g ParScore can score and print the score on the forms See your software documentation for details ...

Page 163: ... 143 Chapter 8 Cleaning the Scanner This chapter covers how to clean your OpScan 4ES or iNSIGHT 4ES scanner to keep it in top operating condition 8 In this chapter Schedule page 144 Supplies page 145 Procedure page 146 ...

Page 164: ...uently depending on the following Scanner operation A scanner operating in OMR w Imaging mode optional may need to be cleaned more often than a scanner operating in OMR Only mode Paper dust Sheets that generate more paper dust will necessitate more frequent cleaning Perforated sheets generate a considerable amount of paper dust Read head contamination Eraser fragments and white out if used can bui...

Page 165: ...ide 145 Supplies Recommended cleaning supplies are shown below Ammonia based glass cleaning solution do not spray directly on the scanner Static reducing spray do not spray directly on the scanner Lint free cloths Canned air with non condensing propellant ...

Page 166: ...ure 146 Scantron OpScan 4ES and iNSIGHT 4ES Scanners Procedure IMPORTANT Turn the scanner off before cleaning An illustration to help you identify key parts that need to be cleaned is shown below The recommended cleaning procedure follows ...

Page 167: ...or s Guide 147 1 Raise the covers for the read head and sheet deflector and remove the printer cover 2 Spray canned air with a non condensing propellant directly on the transport bed area This removes large amounts of dust and other types of debris ...

Page 168: ...any dust or debris that has collected in the area between the top and bottom read heads where it is hinged using canned air CAUTION Do not use the canned air after this step as it can blow dust on areas that have been cleaned 4 Lightly dampen a lint free cloth with water or with a static reducing spray ...

Page 169: ... along the transport bed Start at one end of the bed and work to the other 6 Lightly dampen a lint free cloth with soapy water 7 Locate the drive rollers Wipe the drive rollers using the lightly dampened cloth CAUTION Do not touch the read head with the soapy cloth Soap can damage the read head ...

Page 170: ...d other debris that collects on the roller 9 Lightly dampen a fresh lint free cloth with an ammonia based glass cleaner CAUTION Do not spray the cleaner directly on the read head 10 Using the lightly dampened cloth clean the glass on the top read head 11 Using the same cloth clean the glass on the bottom read head NOTE Single read head units do not have glass beneath the top read head Instead they...

Page 171: ...Chapter 8 Cleaning the Scanner Procedure Operator s Guide 151 12 Close the read head and sheet deflector Also replace the printer cover 13 Turn the scanner back on after it has had a chance to dry ...

Page 172: ...Chapter 8 Cleaning the Scanner Procedure 152 Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 173: ...u are still unable to resolve the problem contact Scantron Customer Support as described in Product Support and Services on page 157 NOTE For optional components see the appropriate appendix for troubleshooting information NOTE For information regarding error messages see Chapter 5 Display Panel Messages 9 In this chapter Troubleshooting Chart page 154 ...

Page 174: ...less than approximately 100 sheets of 60 100 lb offset paper sheets meet specifications for size you try powering the scanner down and then up again Documents are jamming or multiple documents are feeding Make sure that the paper guide is adjusted for the width of the sheets you are scanning the output tray is adjusted for the length of sheets you are scanning the leading and timing track edges ha...

Page 175: ...equirements for scanning there is enough free space on the hard disk drive all other applications are closed the USB connection is 2 0 iNSIGHT 4ES only You can also try changing the scanning options compression etc in your scanning application Data is not captured as expected Make sure that respondents have properly filled out the form the timing track edge of the sheets is positioned against the ...

Page 176: ...Chapter 9 Troubleshooting Troubleshooting Chart 156 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 177: ...t assistance with and supplies for your OpScan 4ES or iNSIGHT 4ES scanner Hardware Support and Form Orders Standard Form Orders www ScantronStore com 1 800 722 6876 Custom Form Orders 1 800 735 2566 10 In this chapter Hardware Support and Form Orders page 157 Software Support page 158 Live Chat page 159 ...

Page 178: ...back of the scanner Type of computer and the operating system you are using with the scanner PC Mac etc Sheet count determining sheet count will vary depending on your scanner Refer to the procedure documented in your Operator s Guide A description of the problem including The steps to reproduce it and whether you can determine the source of the problem based on its symptoms Any pertinent informat...

Page 179: ... required to reproduce the problem Website Email www scantron com support scantron com Live Chat You can also choose GoToAssist Live Chat an instant messaging solution for Technical Support Live Chat is available during Technical Support s normal business hours 1 Go to www scantron com software support live chat key 2 Complete the form under Request Support Using Live Chat 3 Click Continue ...

Page 180: ...Chapter 10 Product Support and Services 160 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 181: ...message on the scanner display panel or if instructed to do so by Scantron Customer Support NOTE Do not recalibrate unless required to do so Recalibrating too often can produce less than optimal results Procedure Overview To recalibrate perform the following Prepare for recalibration Navigate the background menu A In this chapter Preparing for Recalibration page 163 Navigating the Background Menu ...

Page 182: ... and iNSIGHT 4ES Scanners Perform a Top Head Calibrate function Perform a Bot Head Calibrate function if your scanner is equipped with a bottom read head Exit the background menu Instructions for the above tasks are found in the pages that follow ...

Page 183: ...r best results perform the following before calibrating Clean the scanner and the read head s as outlined in Chapter 8 Cleaning the Scanner Ensure that the calibration forms are clean and undamaged NOTE Scantron recommends powering on the scanner for 10 minutes prior to running any calibration program ...

Page 184: ...et to the Top Head Calibrate and Bot Head Calibrate functions Use the following procedure 1 Enter the background menu by holding down both buttons for about five seconds When the message Background Menu appears briefly release the buttons 2 Press Next five times or until you reach this menu item 3 Press Enter to enter the Utilities submenu The first menu item displayed is the one you need shown be...

Page 185: ...for calibration NOTE If you run out of calibration sheets reload the ones that are in the output tray 2 Load the calibration forms part 202 989 008 that came with your scanner by placing them in the input tray and depressing the Press To Load button The orientation of the calibration sheets does not matter Press Start to begin calibration Press Next at any time to abort calibration 3 When calibrat...

Page 186: ...TE Single read head scanners have only a top read head If your scanner has a single read head skip this part of the procedure From the menu item shown above perform a bottom read head calibration using the Bot Head Calibrate function Use the instructions for the Top Head Calibrate function to guide you through the process ...

Page 187: ...Chapter Recalibration Exiting the Background Menu Operator s Guide 167 Exiting the Background Menu 1 Press Next until you reach the following menu item 2 Press Exit to exit the background menu ...

Page 188: ...Chapter Recalibration Exiting the Background Menu 168 Scantron OpScan 4ES and iNSIGHT 4ES Scanners NOTES ...

Page 189: ...eriod greater than two weeks The scanner is going to be transported The scanner is going to be turned off or unplugged It is not necessary to remove the cartridge when allowing the scanner to go into low power sleep mode B In this chapter Printer Features page 170 Getting Started page 171 Installing or Replacing Ink Cartridges page 172 Positioning the Printer s page 175 Turning the Printer s On Or...

Page 190: ...Prints in only the last 2 44 inches of space on a sheet Since the sheet is scanned first most of the sheet has passed under the print head by the time interactive printing begins Only the last 2 44 inches on a sheet are available for printing NOTE When in optional SelfScore mode the print ers can print on the entire sheet Prints in normal or reverse orientation characters can appear right side up ...

Page 191: ...pare your scanner for printing while scanning perform the following Install the printer cartridge s Position the printer s Turn on the printer s optional Test the printer s Set up your scanning software to print Instructions for each of these tasks are found in the sections that follow ...

Page 192: ...Cartridges NOTE The scanner does not come with the ink cartridge s installed To install or replace an ink cartridge follow these steps 1 Unlatch the printer cover and remove it 2 If replacing a used cartridge remove it by holding the printer cartridge tab and pivoting the used cartridge out of the cartridge holder 3 Prepare the new cartridge ...

Page 193: ...the tape that covers the ink cartridge nozzles Be careful to not touch the cartridge contacts with your fingers 4 Install the new cartridge Slide the cartridge into the cartridge holder feet first then press the top of the cartridge firmly into the cartridge holder until you feel two clicks This ensures that the cartridge is fully seated ...

Page 194: ... Replacing Ink Cartridges 174 Scantron OpScan 4ES and iNSIGHT 4ES Scanners 5 If your scanner is equipped with dual printers repeat steps 2 3 and 4 for the other printer 6 Adjust the position of the printer s as described in the next section ...

Page 195: ...over is not already removed from a previous procedure unlatch it and remove it 2 Notice the location of the cartridge holder that is inside the printer assembly Also notice the ruler the printer alignment mark and the thumbscrew that sit beside the cartridge holder These are the elements used to position the printer s ...

Page 196: ...se this measurement to position the printer Printing on SelfScore Forms If you are using SelfScore forms you need to adjust the printers to 1 6 and 4 3 inches There are small triangles on the scanner printer ruler indicating these two locations NOTE The remainder of this section demonstrates how to set the printers to 1 6 and 4 3 inches However these concepts can be applied to any form by simply u...

Page 197: ...pter Transport Printer Positioning the Printer s Operator s Guide 177 5 Loosen the thumbscrew so that you can move the printer 6 Move the printer to the desired position and lightly tighten the thumbscrew ...

Page 198: ...T 4ES Scanners 7 If your scanner is equipped with dual printers adjust the position of the second printer 8 Replace the printer cover making sure that it is firmly seated 9 Ensure that the printer is turned on and perform a printer test using the instructions in the sections that follow ...

Page 199: ...you are setting up printing for the first time you should check to verify that the printer is turned on Use the following procedure to change the printer status 1 Hold down at the same time the left and right buttons found under the display panel for about five seconds to enter the background menu When the Background Menu message appears briefly release the buttons NOTE For a complete listing of a...

Page 200: ...he Defaults menu 4 Press Next two times or until you reach the following menu item Where Status On Off 5 To print the printer status should be On To suppress printing the status should be Off Press Change if you want to change the printer status 6 Once you have the printer status set the way you want it press Next seven times or until you reach the following menu item 7 Press Exit to exit the back...

Page 201: ... Sheets as you may need them in the future 2 Hold down at the same time the left and right buttons found under the display panel for about five seconds to enter the background menu When the Background Menu message appears briefly release the buttons 3 Press the Next button five times or until you reach the following menu item 4 Press Enter to enter the Diagnostics menu The following menu item appe...

Page 202: ...canner the following message is displayed 6 If the printer prints on the sheets press Next until the following menu item appears Press Exit to exit the background menu If the printer does not print on the sheets verify that you have installed the ink cartridge as directed and have turned the printer on Repeat the testing procedure If printing still does not appear call Scantron Customer Support fo...

Page 203: ...e 183 Set Up Scanning Software for Printing In order to print your scanning software must tell the scanner printer s what to print This requires proper setup of the scanning software for printing For information regarding how to do this consult your scanning software documentation ...

Page 204: ...ry to clean the cartridge holder NOTE Perform this procedure only if you are experiencing problems You can damage the electrical contacts in the cartridge holder if you clean them too frequently To clean the cartridge holder 1 Unlatch the printer cover and remove it 2 Remove the cartridge by holding the printer cartridge tab and pivoting the used cartridge out of the cartridge holder ...

Page 205: ... swab gently wipe the area of the cartridge holder that contains the electrical contacts CAUTION Do not spray any substance directly into or on the cartridge holder 4 Install the cartridge Slide the cartridge into the cartridge holder feet first then press the top of the cartridge firmly into the cartridge holder until you feel two clicks This ensures that the cartridge is fully seated ...

Page 206: ...ng in an excessively hot location above 85 F or if it is not going to be used for an extended period of time remove the cartridge from the scanner Store the cartridge in a sealed container and place the container in a cool dry location such as inside a refrigerator A printer that previously printed but now does not print Replace the cartridge Letters that are blurred or in a double image Replace t...

Page 207: ...rts the software application that you have installed on your computer Not used your printer for a long time Replace the ink cartridge NOTE If the scanner is not going to be used for an extended period of time remove the cartridge from the scanner Store the cartridge in a sealed container and place the container in a cool dry location such as inside a refrigerator If you have Do the following ...

Page 208: ...Chapter Transport Printer Troubleshooting 188 Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 209: ... to the computer to which it is attached The bar code data collected from each sheet is processed by the scanning software and is stored in the same ASCII data record as your OMR bubble data This chapter covers the components setup use and troubleshooting of the bar code reader C In this chapter Components page 190 Read Capability page 193 Scanning Bar Codes page 196 Troubleshooting page 198 Testi...

Page 210: ... positioned on top of the scanner s transport bed It sits to the right of the read head as viewed from the front of the scanner and beneath the sheet deflector The figure below shows the location of the bar code reader The bar code reader has three parts major parts These parts are Index Bar Sensor Head Sensor Pointer ...

Page 211: ...nths of inches measured from the guide edge of the scanner It shows numbers marked every half inch beginning at 1 5 inches and ending at 8 0 inches Sensor Head The sensor head is located on the underside of the sheet deflector It contains a sensor that reads bar codes on each sheet as the sheet passes through the scanner Sensor Pointer The sensor pointer is located on top of the cover of the bar c...

Page 212: ...Chapter Bar Code Reader Components 192 Scantron OpScan 4ES and iNSIGHT 4ES Scanners used to set the sensor head to the proper position for scanning bar codes ...

Page 213: ...tion Codabar Alphanumeric limited 0 through 9 A B C and D Start and stop characters for code are A B C and D Code 128 Versions A Ba and C Alphanumeric ASCII 128 characters 0 through 7F ASCII character set European Article Numbering Code EAN 8 and 13 Numeric and fixed length 0 through 9 EAN 8 is 8 characters and EAN 13 is 13 characters Interleaved 2 of 5 Code 125 Numeric 0 through 9 Each character ...

Page 214: ...r spaces are wide binary value of 1 six of the 9 bars or spaces are narrow binary value of 0 Start and stop character for the code is an asterisk Universal Product Code UPC versions A UPC A and E UPC E Numeric commonly used on retail products 0 through 9 Each character is represented by 2 dark bars and 2 spaces of varying widths Version A regular version of UPC contains 12 positions 10 numeric and...

Page 215: ...Interleaved 2 of 5 Code and 3 of 9 Code American National Standard for Materials Handling Bar Code Symbols on Unit Loads and Transport Packages part number ANSI MH10 8M 1983 Universal Product Code UPC Symbol Specification Manual Uniform Code Council Inc 1986 More information is available on reading bar codes using your scanner Refer to the following document Technical Reference Manual for the OpSc...

Page 216: ...codes on the material you are scanning The sheet may be imprinted with an indicator number the distance from the guide edge of the sheet to the center of the bar code If it is you can simply use that number If you do not find an indicator number use a ruler with marks for tenths of an inch to measure the distance from the guide left edge of the sheet to the center of the bar code Measure to the ne...

Page 217: ...dicator number 3 Scan bar coded sheets the same way as you would any others See Scanning Procedure on page 38 for details IMPORTANT Bar codes must be on the top side of the sheet as you scan it 4 Use your ScanTools scanning software on the host computer to begin scanning Your scanning software must be able to accept bar code data NOTE If you need an explanation of any messages shown on the display...

Page 218: ... Configuration dialog is enabled Consult your software documentation if you are uncertain how to proceed 2 Verify that the bar code reader sensor is positioned to read the center of the bar code as it travels through the scanner Do this by measuring from the guide left edge of the sheet to the center of the bar code Then set the sensor pointer to that indicator number 8 0 7 5 7 0 6 5 6 0 5 5 5 0 4...

Page 219: ... 4 Make certain that the read head printer optional and bar code reader covers are down and tightly closed 5 Examine the bar code on the sheet you are trying to scan Make sure that The bar code does not have any worn spots The bar code appears to be printed correctly on the sheet The ink on the bar code is dark and consistent across the code Leading Edge Guide Edge Timing Marks Form ID Marks Bar C...

Page 220: ... Scanners The edges of the label are not frayed or lifted if the bar code is a label The label is affixed in the proper spot and aligned parallel to the guide edge if the bar code is a label 6 Test the function of the bar code reader using the procedure in the section that follows ...

Page 221: ... Bar Code Diagnostic Form Use bar code diagnostic form 91892 shown below with the testing procedure that follows NOTE Scantron forms are changed from time to time The appearance of Bar Code Diagnostic Form 91892 as shown below may differ slightly from the one that was shipped with your bar code reader ...

Page 222: ... code reader 1 Load a stack of bar code diagnostic forms in the input tray 2 Position the bar code reader on one of the positions on the form 3 Hold down at the same time the left and right buttons found under the display panel for about five seconds to enter the background menu When the Background Menu message appears briefly release the buttons 4 Press the Next button five times or until you see...

Page 223: ...ode test The bar code reader is reading correctly as long as the sheets continue to feed through the scanner If all sheets are read successfully the bar code reader has passed the test and the following messages appear If the input tray is empty the following three messages appear Reposition the sensor and press Start to run another test or press Quit to end the test ...

Page 224: ...ive failures and have checked the above contact Scantron Customer Support Press Start to repeat the test or press Quit to end the test Testing the Bar Code Reader Now that you know how to use the Bar Code Test function use the testing sequence described below to test your bar code reader 1 Scan position 25 then scan position 80 If your bar code reader can read both positions 25 and 80 correctly th...

Page 225: ...tions 25 and 80 correctly other posi tions on the diagnostic sheet should also read correctly 2 If your bar code reader cannot read positions 25 and 80 try scanning positions 30 and 75 If your bar code reader cannot read positions 30 and 75 there may be a problem with your bar code diagnostic form Replace the form s if necessary and attempt to scan positions 30 and 75 again If your bar code reader...

Page 226: ...Chapter Bar Code Reader Testing the Bar Code Reader 206 Scantron OpScan 4ES and iNSIGHT 4ES Scanners ...

Page 227: ...rs or other criteria you specify and send them to a separate tray This chapter covers setup testing operation display panel messages and cleaning of the Select Stacker D In this chapter Setting Up the Select Stacker page 208 Testing the Select Stacker page 211 Scanning Procedure page 213 Understanding Select Stacker Messages page 214 Cleaning the Select Stacker page 216 ...

Page 228: ...anners Setting Up the Select Stacker NOTE This installation procedure assumes that the scanner has already been set up and is fully operational 1 Mount the Select Stacker to the scanner by placing the two mounting tabs securely into the holes on the scanner 2 Install the sheet deflector as shown ...

Page 229: ...etting Up the Select Stacker Operator s Guide 209 3 Mount the select stacker lower tray to the Select Stacker The metal hooks go into the slots in the Select Stacker 4 Mount the output stacker upper tray to the Select Stacker ...

Page 230: ...er using the special cable as shown 6 Plug in the Select Stacker by performing the following Connect the power cord to the power strip Connect the power supply to the power cord Finally connect the power cable to the Select Stacker as shown It is acceptable to plug the Select Stacker the scanner and the host computer into the same power strip ...

Page 231: ...top tray or the select stacker bottom tray To test the Select Stacker use the following procedure 1 Hold down at the same time the left and right buttons found under the display panel for about five seconds to enter the background menu When the Background Menu message appears briefly release the buttons 2 Press the Next button five times or until you reach the following menu item 3 Press Enter to ...

Page 232: ...oad a stack of forms into the input tray of the scanner The forms will be reusable upon completion of the test 7 Press Start to feed sheets The Select Stacker passes the test if sheets are fed and placed alternately into the top and bottom trays of the Select Stacker If sheets are not fed and selected properly verify setup of the Select Stacker If you are unable to resolve the difficulty contact S...

Page 233: ...nning Procedure The scanning procedure is essentially the same as described in Scanning Procedure on page 38 The only difference is in the set up of your scanning software You will need to set up the conditions upon which sheets are selected in your scanning software ...

Page 234: ...error messages associated with the Select Stacker tells how to resolve issues and explains button functionality Terminology Output stacker sensor and select stacker sensor refer to the sensors located in the exit slot which monitor the paper path from the transport bed to the output stacker top tray and the select stacker bottom tray Output stacker top tray and select stacker bottom tray refer to ...

Page 235: ...ses clearing the paper jam or cleaning the sensors will resolve the issue Select Stacker Messages Error messages associated with the Select Stacker are covered in Chapter 5 Display Panel Messages The messages are listed in alphabetical order If an error persists after you perform the suggested procedure contact Scantron Customer Support as described in Product Support and Services on page 157 ...

Page 236: ...g the Select Stacker Schedule In general it is best to clean your select stacker when you clean your scanner about once a month If you scan an extremely large number of sheets scan sheets made of lower quality paper or you get error messages you may need to clean more often Supplies We recommend the following supplies for cleaning the Select Stacker Lint free cloths Static reducing spray Canned ai...

Page 237: ...elect stacker sensors Spray canned air directly on the output stacker sensor Spray canned air directly on the select stacker sen sor 2 Clean the select stacker bed Remove the output stacker and select stacker trays Lift the sheet deflector up and off the two knob hangers Set the sheet deflector aside Output Stacker Tray Select Stacker Tray Sheet Deflector Select Stacker Bed Area Output Stacker Sen...

Page 238: ...r bed area This removes any dust and other types of debris 3 Clean the output stacker and select stacker trays using a lint free cloth to remove any dust and other types of debris from the trays 4 Once cleaning is completed replace the sheet deflector the output and select stacker trays and if necessary reconnect the Select Stacker to the scanner ...

Page 239: ...fig 121 Defaults Menu 108 Defaults Submenu 108 Detecting Double Sheets 140 Diagnostics Menu 126 Diagnostics Submenu 126 Display Brightness 123 Display Panel Messages 76 139 Double Sheet 79 109 Download Run and Download Debug Mode 53 E End of Batch 80 Entering the Background Menu 103 Environmental Information 15 Exiting the Background Menu 133 167 F Feed Form End 81 Feed Form Start 81 Feed Print 12...

Page 240: ...Feed Clean Skew Sensor 90 Sheet Did Not Leave Output Stacker 90 Sheet Did Not Leave Select Stacker 91 Sheet Did Not Reach Output Stacker 92 Sheet Did Not Reach Select Stacker 92 Sheet Skewed Last Sheet Selected Refeed Last Sheet 93 Sheet Too Thin See Manual 94 Show Comm Status 111 Side and Back View 4 Specifications 8 11 Standard Features 7 10 Standard Form Orders Contact and Support 157 Stopped 9...

Page 241: ...Operator s Guide 221 NOTES ...

Page 242: ...ds up editing and key from image and with optional software reads machine and hand print Both series include compatibility with Scantron s ScanMark scanning language enabling you to continue using legacy applications and create new ones For over 30 years Scantron has been delivering high accuracy data collection tools designed to streamline your processes Trust Scantron to continue this tradition ...

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