Iris Readiris 14 for Mac User Guide Manuel d'utilisateur Page 1

Readiris 14 User Guide Mac OS 5/31/2012 I.R.I.S. Products & Technologies dgi

ReadirisTM 14 – User Guide 5 LEGAL NOTICES Copyrights Copyrights © 1987-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copyrights to the Readiri

ReadirisTM 14 – User Guide 95 Example of body text  The option Retain word and paragraph formatting keeps the general format structure of your scan

Section 8: Saving Documents 96 The word and paragraph formatting are maintained. Hyperlinks are re-created too. Example of a re-created source documen

ReadirisTM 14 – User Guide 97 o The option Add image as page background places the scanned image as page background beneath the recognized text. Note

Section 8: Saving Documents 98 Worksheet:  The option Create one worksheet per page sees to it that one worksheet is created per scanned page. If a

ReadirisTM 14 – User Guide 99 Example image  The option Convert figures into numbers encodes recognized figures as numbers. As a result, you can

Section 8: Saving Documents 100 SELECTING THE GRAPHICS OPTIONS The Graphics Options determine how the images will be presented in the output documents

ReadirisTM 14 – User Guide 101 Resolution Readiris retains the original resolution by default. You can also choose to reduce the resolution to a lower

Section 8: Saving Documents 102  Select Use input images size to generate output documents that have the exact same size as the original files.  I

ReadirisTM 14 – User Guide 103 PDF Type Select the PDF type from the Type list:  Text. This file type contains the recognized text, but does not co

Section 8: Saving Documents 104  Image. When you select this file type, Readiris doesn't execute the text recognition on your document. Your PD

Legal Notices 6 Patents iHQCTM patent-protected. US Patent No. 8,068,684. Acknowledgements Portions of this I.R.I.S. software uses the following copyr

ReadirisTM 14 – User Guide 105 Create bookmarks Bookmarks are types of links inside a PDF document, which contain representative information about the

Section 8: Saving Documents 106  Good size generates the smallest possible documents.  Good quality generates slightly larger documents of higher

ReadirisTM 14 – User Guide 107 want to change these settings, you must enter the permissions password. The Readiris security settings are similar to t

ReadirisTM 14 – User Guide 109 SECTION 9: PROCESSING BATCHES OF DOCUMENTS BATCH PROCESSING (This section applies to Readiris Corporate only) When you

Section 9: Processing Batches of Documents 110  Select an Image input folder. This is the folder to which you scan the documents.  Select an Outp

ReadirisTM 14 – User Guide 111  If you want Readiris to overwrite existing output files in the Text output folder, select Overwrite text files.  I

Section 9: Processing Batches of Documents 112  Select an Image input folder. This is the folder to which you scan the documents.  Select an Out

ReadirisTM 14 – User Guide 113 Watched Folder Options  In case you want to process the underlying subfolders of the Watched Folder, select Process s

ReadirisTM 14 – User Guide 7 Redistribution and use in source and binary forms, with or without modification, are permitted provided that the followin

ReadirisTM 14 – User Guide 115 HOW TO HOW TO CONFIGURE YOUR SCANNER IN READIRIS Readiris supports all Twain 1.9 compliant scanners, all Image Capture

How To 116  Install your scanner's Twain driver. In general, drivers can be found on the CD-ROM provided with your scanner and on the website o

ReadirisTM 14 – User Guide 117 If your scanner is not listed, its driver has not been installed successfully. Note that the IRIScan settings at the b

How To 118 Important note (Readiris Corporate only): Readiris automatically recognizes barcodes to separate documents in a batch, but the barcodes zon

ReadirisTM 14 – User Guide 119 Recognizing barcodes to separate document batches (This section applies to Readiris Corporate only) Barcodes can be use

How To 120 If the scanned documents are too bright, or too dark, Readiris will have trouble recognizing them. Luckily there is a feature that allows y

ReadirisTM 14 – User Guide 121 If Readiris does not detect your image is a digital camera image:  Ctrl-click the page thumbnail.  Select Digital

How To 122  Drag the corners one by one in the direction of your text.  Click Apply to deskew the image. Tips for making digital camera images 

ReadirisTM 14 – User Guide 123 HOW TO SEPARATE DOCUMENT BATCHES (This section applies to Readiris Corporate only) When you are scanning entire stacks

How To 124 To access the document separation options:  Click the Settings menu and click Document Separation and Indexing.  Indicate which separat

Legal Notices 8 Copyright (c) 1991-1997 Silicon Graphics, Inc. Permission to use, copy, modify, distribute, and sell this software and its documentati

ReadirisTM 14 – User Guide 125  In case you want Readiris to generate an XML index file containing detailed information on the processed documents,

How To 126 The page thumbnail in the Pages panel not displays the cover page icon. Note: in Thumbnail view, each cover page is put on a different li

ReadirisTM 14 – User Guide 127 HOW TO SEPARATE BATCHES OF IMAGE FILES (This section applies to Readiris Corporate only) When you are processing batche

How To 128  On the Settings menu, click Document Processing and Indexing.  Then select Recognize cover pages. HOW TO RECOGNIZE FORMS Note that Re

ReadirisTM 14 – User Guide 129 HOW TO PROCESS LOW-RESOLUTION IMAGES A resolution of 300 to 400 dpi is required to obtain optimal results in Readiris.

How To 130  On the Readiris menu, click Preferences.  Click the General tab.  Select the option Process as 300 dpi. When this option is selected

ReadirisTM 14 – User Guide 131 INDEX3300 dpi ... 21, 31 Aaccuracy vs. speed ... 45 activation ...

Index 132 Dropbox ... 85 Eediting zones... 69 Evernote ... 85 Excel ou

ReadirisTM 14 – User Guide 133 Ppage analysis ... 31, 69 page deskewing ... 31 page orientation 31 page sizes ...

Index 134 uninstalling Readiris ... 11 updates ... 10 user interface ... 13 user interfac

ReadirisTM 14 – User Guide 9 SECTION 1: INSTALLATION AND ACTIVATION SYSTEM REQUIREMENTS This is the minimal system configuration required to use Readi

Section 1: Installation and Activation 10  You might be asked to enter an Administrator Username and Password to install Readiris.  Scroll down a

ReadirisTM 14 – User Guide 11  Fill in your data and click Submit. You will receive the software key by e-mail within 24 hours.  Once you've

Section 1: Installation and Activation 12  Fill in your data and click Submit. Note that an internet connection is required to complete the activat

ReadirisTM 14 – User Guide 13 UNINSTALLING READIRIS Should you want to remove Readiris from your computer, follow the procedure below. To uninstall th

Section 1: Installation and Activation 14 TECHNICAL SUPPORT If you register your copy of Readiris you are entitled to free technical support. In the

ReadirisTM 14 – User Guide iii Table of Contents Introduction ... 1What's ne

ReadirisTM 14 – User Guide 15 SECTION 2: GETTING STARTED EXPLORING THE INTERFACE The new Readiris interface looks as follows: The interface consists

Section 2: Getting Started 16 2. The top toolbar The top toolbar is by far the most important tool in Readiris. It contains all the basic commands you

ReadirisTM 14 – User Guide 17 can be edited with the tools in the Image and Layout Editing panel. 4. The Pages panel Each page you scan or open in Rea

Section 2: Getting Started 18 To change the user interface language in Readiris:  Click the System Preferences icon.  Click the Language & Te

ReadirisTM 14 – User Guide 19  Click Install to install the driver. Note that an internet connection is required to complete this operation. Twain

Section 2: Getting Started 20 IRISCard Anywhere / IRIScan Anywhere / IRIScan Book scanners You do not need to install any drivers when using these sca

ReadirisTM 14 – User Guide 21  Once the scanner has been configured you can start scanning, using the default scanner settings.

ReadirisTM 14 – User Guide 23 SECTION 3: BASIC DOCUMENT PROCESSING Processing documents with Readiris is fairly straightforward when using a basic con

Section 3: Basic Document Processing 24 Readiris can deskew (straighten) documents and rotate them by means of Page orientation detection. When your s

Table of Contents iv Section 4: Scanning and Opening Documents... 33General Processing Options ...

ReadirisTM 14 – User Guide 25 The images are displayed in the interface. Step 2: Modifying the images The images you scan and load into Readiris can

Section 3: Basic Document Processing 26 Step 4: Select the Output format  In the Format and Destination group, click the output format you want to

ReadirisTM 14 – User Guide 27  Select File to save the documents locally to your computer or portable storage device.  Click Application > Sel

Section 3: Basic Document Processing 28 When you've gone through these steps, click Save to start the text recognition and generate output docum

ReadirisTM 14 – User Guide 29 AUTOMATIC PROCESSING If you want to speed up the processing in Readiris or need to process batches of scanned documents,

Section 3: Basic Document Processing 30 When you can documents on a flatbed scanner, each page will be saved in a separate output file. Notes: You ca

ReadirisTM 14 – User Guide 31  Name the settings, select an location and click Save. Note: if you want to save specific settings as default settings

Section 3: Basic Document Processing 32 Restoring Factory Settings  On the Settings menu, click Restore Factory Settings.

ReadirisTM 14 – User Guide 33 SECTION 4: SCANNING AND OPENING DOCUMENTS GENERAL PROCESSING OPTIONS When scanning and opening documents, Readiris appli

Section 4: Scanning and Opening Documents 34 The options you set here are applied as default to all the documents you'll open or scan. Preproces

ReadirisTM 14 – User Guide v Section 6: Optimizing the Scanned Documents ... 63Adjusting the Image Quality ...

ReadirisTM 14 – User Guide 35 Page Analysis Options Note that you can also access these options via the Settings menu. Page analysis Page Analysis is

Section 4: Scanning and Opening Documents 36 contain any useful content. In such cases it is recommended to use the option Ignore Border Zones. When

ReadirisTM 14 – User Guide 37  Select Color and 300 DPI as preferences to obtain optimal results. When you are scanning business cards or Asian lang

Section 4: Scanning and Opening Documents 38 - Readiris can be set as target application of your scanner, if your scanner supports that feature. That

ReadirisTM 14 – User Guide 39 Resolution Select a scanning resolution of 300 dpi. When you are scanning business cards or Asian languages it is recom

Section 4: Scanning and Opening Documents 40  OR insert the SD card or USB flash drive you used in the scanner into your Mac.  Readiris detects if

ReadirisTM 14 – User Guide 41 multipage TIFF images, Windows bitmaps (BMP) and PDF documents. To open existing image files:  Click the File button.

Section 4: Scanning and Opening Documents 42 Should you want to abort the loading process, press Esc on your keyboard. Tip: when loading multipage ima

ReadirisTM 14 – User Guide 43 OPENING DIGITAL CAMERA IMAGES Readiris automatically detects when images have been made by a digital camera and uses spe

Section 4: Scanning and Opening Documents 44 Deskewing Digital Camera Images When photographing documents with a digital camera, it may happen that t

Table of Contents vi Batch Processing ... 109Watched Folder ...

ReadirisTM 14 – User Guide 45  Click Apply to deskew the image. Tips for making digital camera images  Always select the highest image resolution.

ReadirisTM 14 – User Guide 47 SECTION 5: SELECTING THE RECOGNITION OPTIONS RECOGNITION OPTIONS Readiris converts scanned images, image files and PDF f

Section 5: Selecting the Recognition Options 48 Important: select the document language before executing page analysis when you are dealing with Asia

ReadirisTM 14 – User Guide 49 When this option is selected Readiris only recognizes the numerals 0-9 and the following series of symbols: + Plus sign

Section 5: Selecting the Recognition Options 50 Selecting the language per page When specific pages use a different language than the overall documen

ReadirisTM 14 – User Guide 51 Unlike secondary languages, there are no limitations here. Note: the tooltip of each page in the Pages panel indicates

Section 5: Selecting the Recognition Options 52  Cmd-click to select the Secondary languages. The list of secondary languages changes depending on t

ReadirisTM 14 – User Guide 53 To select the font type:  On the Settings menu, point to Font type.  The font type is set to Automatic by default.

Section 5: Selecting the Recognition Options 54 ADVANCED RECOGNITION OPTIONS Besides the regular recognition options, Readiris also offers severa

ReadirisTM 14 – User Guide 1 RI_14_dgi_21052012-02 Welcome to the Readiris documentation. The aim of this documentation is to help you get up to speed

ReadirisTM 14 – User Guide 55 User Lexicons (Readiris Corporate only) During recognition, Readiris is assisted by linguistic databases to recognize te

Section 5: Selecting the Recognition Options 56 The characters the recognition system isn't sure of are displayed. If the results are correct: 

ReadirisTM 14 – User Guide 57 or o Click Don't learn to save the result as unsure. Use this command for damaged characters which could be conf

Section 5: Selecting the Recognition Options 58 every time. Therefore, it is useful to use font dictionaries. Font dictionaries contain font informati

ReadirisTM 14 – User Guide 59  Click Save to process the document. USING USER LEXICONS (This section applies to Readiris Corporate only) During rec

Section 5: Selecting the Recognition Options 60 You can also access the User Lexicon Editor in the Readiris installation folder.  On the File menu c

ReadirisTM 14 – User Guide 61 Syntax rules Several syntax rules apply when inserting terminology:  Case differences are maintained. E.g. IRISCard st

ReadirisTM 14 – User Guide 63 SECTION 6: OPTIMIZING THE SCANNED DOCUMENTS The documents you scan and open in Readiris can be optimized in several ways

Section 6: Optimizing the Scanned Documents 64 If the image was made from an angle, you can correct its perspective with the Deskew icon. Notice tha

Introduction 2 and send to online Storage Systems. Readiris supports a wide range of output formats, the most important ones being PDF, DOCX and XLSX.

ReadirisTM 14 – User Guide 65 Rotating images To rotate an image, click the Rotate icon. Then click the required option. ADJUSTING THE IMAGE QUALITY

Section 6: Optimizing the Scanned Documents 66 Example 2: text is too bright In the image below, the text characters start to show gaps and incomplete

ReadirisTM 14 – User Guide 67 Example 1: image is too dark The image below is too dark and results in a plain black image. There is no text to be reco

Section 6: Optimizing the Scanned Documents 68 Contrast Move the slider to increase or decrease the contrast between the text and the background. Exa

ReadirisTM 14 – User Guide 69 When you are done adjusting the image quality:  Click Apply to preview the results.  If the results are satisfactory

ReadirisTM 14 – User Guide 71 SECTION 7: EDITING THE RECOGNITION ZONES INTRODUCTION When you scan a document or open an image file in Readiris, each p

Section 7: Editing the Recognition Zones 72 Viewing the Recognition Zones Several viewing options are available allowing you to inspect the opened ima

ReadirisTM 14 – User Guide 73 Modifying the automatic Page Analysis Readiris divides documents into text, table and graphic recognition zones when the

Section 7: Editing the Recognition Zones 74 Deleting zones  Click the zone you want to delete.  Or Cmd-click to select multiple zones. The entire

ReadirisTM 14 – User Guide 3 WHAT'S NEW IN READIRIS 14  Improved User Interface  Thumbnail View  Export to online Storage Systems  Deske

ReadirisTM 14 – User Guide 75 Note that barcode zones must always be drawn manually. They are not created automatically by the Page Analysis feature.

Section 7: Editing the Recognition Zones 76  Click the Layout icon to display the Layout tool.  Click the Text icon.  Then draw a text zone that

ReadirisTM 14 – User Guide 77 Recognizing a particular area In case your document only contains content in a certain area of the page, you can use the

Section 7: Editing the Recognition Zones 78 USING ZONING TEMPLATES When you want to scan many similar looking documents, it might be useful to apply

ReadirisTM 14 – User Guide 79  On the Layout menu, click Open Layout.  Then, scan or open your documents in Readiris.  The same layout is appli

ReadirisTM 14 – User Guide 81 SECTION 8: SAVING DOCUMENTS SAVING DOCUMENTS The documents you process with Readiris can be saved in a large number of o

Section 8: Saving Documents 82 Below you find an overview of the supported output formats.  PDF PDF stands for "Portable Document Format".

ReadirisTM 14 – User Guide 83 Note: many options are available for PDF files. Readiris can generate hyper-compressed PDF files, password-protected PDF

Section 8: Saving Documents 84  XLSX XLSX is the new standard spreadsheet file format in Microsoft Excel 2008 and 2011 and in iWork Numbers. XLSX fi

Introduction 4 In Regular View you see the current image that is analyzed. The page thumbnails are displayed in the Pages panel. Export to online Sto

ReadirisTM 14 – User Guide 85 The following image file formats are supported as output: TIFF, PNG, Photoshop, JPEG, JPEG 2000 and Windows bitmap. For

Section 8: Saving Documents 86 To select a destination:  Click the down arrow right of the Format and Destination group, and select the format you w

ReadirisTM 14 – User Guide 87 Note that the online Storage Systems must be configured correctly to be able to export. See the section Saving Documents

Section 8: Saving Documents 88  Then click the Accounts icon.  Select the account you want to configure. Google Docs Preliminary note: you need a

ReadirisTM 14 – User Guide 89  Click Select to specify to which Notebook you want to export documents. Dropbox Preliminary note: the Dropbox applica

Section 8: Saving Documents 90  The results are copied to the clipboard. You can now paste them into other applications. Note that you can also send

ReadirisTM 14 – User Guide 91  Then double-click the JPEG button to access the options.  Select the destination to which you want to save the ima

Section 8: Saving Documents 92  Then click Save to export your documents. Other ways of saving documents as image files  Ctrl-click a Graphic zone

ReadirisTM 14 – User Guide 93 Layout Options The Layout Options play an important role when generating Word processor documents (DOCX, ODT, RTF), Spr

Section 8: Saving Documents 94 PDF Options When generating PDF documents, only the specific PDF Options are available. These include bookmarking, iHQC