Page 1 iNSIGHT Plus Operator’s Guide...
Page 2 iNSIGHT Plus Operator’s Guide...
Page 3 Copyright © 2014 Scantron Corporation All rights reserved. Printed in the United States of America. For Users in the United States This equipment complies with the requirements in part 15 of FCC Rules for a Class A computing device. Operation of the equipment in a residential area may cause unacceptable interference to radio and television reception requiring the operator to take whatever steps are necessary to correct the interference.
Page 4 This manual is organized as follows: • Chapter 1, “iNSIGHT 20 Plus Dual Purpose Scanner”, provides an overview of the iNSIGHT 20 Plus scanner’s features as well as safety and environmental infor- mation. • Chapter 2, “Scanner Basics”, describes the basics of using your scanner.
Page 5 Web, how to contact Scantron customer support, as well as how to order supplies and forms. Related Documentation This manual is part of a documentation set for the iNSIGHT 20 Plus scanner. The documentation set provides information on packaging, installation, setup, operation, and configuration for users and system administrators. The documentation set consists of the following: •...
Page 6: Table Of Contents
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Scanner Hardware Features ......... 3 Data Collection Features .
Page 7 User Precautions..........10 Environmental Information.
Page 8 Step 1: Calibrating Your iNSIGHT 20 Plus ........
Page 9 Step 5: Running the Data Collection Test ........68 Installation Complete .
Page 10 Opening and Closing the Scanner Cover ......107 Running a Transport Cleaning Sheet ....... . . 109 Cleaning the Rollers and Transport .
Page 11 Clearing Document Jams ......... . 141 Troubleshooting Chart .
Page 12 Pencil Form Color Options (1 Color) ....... . . 159 Pencil Form Color Combinations (2 Color) .
Page 13 Scantron NSIGHT 20 Plus Scanner...
Page 14: Insight 20 Plus Dual Purpose Scanner
Data collection is the process of reading marks from Data Collection printed forms (e.g. surveys, tests, ballots, etc.) and converting them to ASCII data. The iNSIGHT 20 Plus scanner precisely scans the sheets for data while your data collection software (for example, ScanTools Plus) controls the scanning process and stores the data that is read.
Page 15 (bubbles, check marks, or tick marks) and software bar codes. The iNSIGHT 20 Plus scanner with ScanTools Plus software can also scan grayscale images for digital storage. In addition, the iNSIGHT 20 Plus can read machine print and handprint using RealTime Character Recognition software (available separately).
Page 16: Scanner Hardware Features
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Scanner Hardware Features Scanner Hardware Features • Lightweight and portable • Small 28" x 13" x 10" (71 x 33 x 25 cm) operational and 9.7" x 13" x 6.3" (16.2 x 33 x 24.6 cm) storage footprints •...
Page 17: Data Collection Features
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Data Collection Features Data Collection Features ScanTools Plus data collection software comes bundled with some iNSIGHT 20 Plus scanners. The following features apply when using ScanTools Plus software. If using other data collection software, consult its documentation for features and limitations.
Page 18: Document Imaging Features
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Document Imaging Features Document Imaging Features • TWAIN driver and Click&Scan document imaging software included • Scans lengths from 2.5 to 34 in. (6.4 to 83.4 cm) and widths from 3.5 to 8.5 in. (8.9 to 21.6 cm) •...
Page 19: System Requirements
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner System Requirements System Requirements The iNSIGHT 20 Plus Scanner Utilities software NOTE: supports only one scanner connected to the host computer at a time. For more information about system requirements for the iNSIGHT 20 Plus scanner, go to www.scantron.com.
Page 20: Safety Information
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Safety Information Safety Information The scanner and power supply must only be used CAUTION: indoors in a dry location. • When placing the scanner, make sure that the electrical power outlet is located within 5 feet (1.52 meters) of the scanner and is easily accessible.
Page 21: Material Safety Data Sheets (Msds)
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Material Safety Data Sheets (MSDS) Material Safety Data Sheets (MSDS) Material Safety Data Sheets (MSDS) for chemical products are available on the Scantron Support Web site at www.scantron.com/support. When accessing the MSDSs from the Web site, you will need the part number for the part or consumable.
Page 22: Warning Labels
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Warning Labels Warning Labels Moving parts, avoid contact. CAUTION: Hot surface, avoid contact. CAUTION: Operator’s Guide...
Page 23: User Precautions
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner User Precautions User Precautions Users and their employer need to observe the common sense precautions applicable to the operation of any machinery. These include, but are not limited to, the following: •...
Page 24: Environmental Information
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Environmental Information Environmental Information • The Scantron iNSIGHT 20 Plus scanner is designed to meet worldwide environmental requirements. • Guidelines are available for the disposal of consumable items that are replaced during maintenance or service;...
Page 25: Emc Statements
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner EMC Statements EMC Statements This equipment has been tested and found to comply with United States the limits for a Class B digital device pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation.
Page 26 Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner EMC Statements This is a Class B product based on the standard of the Japan Voluntary Control Council for interference by information Technology Equipment (VCCI). If this is used near a radio or television receiver in a domestic environment, it may cause radio interference.
Page 27: Acoustic Emission
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Acoustic Emission Acoustic Emission Machine Noise Information Ordinance — 3, GSGV The operator-position noise emission value is <70 dB(A). Maschinenlärminformationsverordnung – 3, GSGV Der arbeitsplatzbezogene Emissionswert beträgt <70 db(A). Scantron NSIGHT 20 Plus Scanner...
Page 28: Power System Connection
Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Power System Connection Power System Connection This product is also designed for Norwegian IT power system with phase-to-phase voltage 230V. Das Gerät ist auch für die Verwendung im norwegischen Netzanschluß IT-Stromsystem mit einer Leiterspannung von 230 V geeignet.
Page 29 Chapter 1: iNSIGHT 20 Plus Dual Purpose Scanner Power System Connection NOTES Scantron NSIGHT 20 Plus Scanner...
Page 30: Chapter 2: Scanner Basics
Chapter 2: Scanner Basics This chapter covers basic information about your iNSIGHT 20 Plus scanner that you should know before installing and using your scanner. The information covered in this chapter will familiarize you with the scanner so that you can successfully scan documents during setup and for production use.
Page 31: Scanner Components
Chapter 2: Scanner Basics Scanner Components Scanner Components Front View Scanner Cover — Provides access to the internal components of the scanner, such as the imaging area and the feed and separation modules. Input Tray — Holds up to 50 documents (24 lb./75 ) in place.
Page 32 Chapter 2: Scanner Basics Scanner Components application associated with the number displayed in the function window. • Steady Green: Ready to scan. • Flashing Green: Waiting/power saver mode/ scanning/busy. • Steady Red: Scanner error (such as the scanner is not connected to the host computer or the scanner cover is open).
Page 33: Inside View
Chapter 2: Scanner Basics Scanner Components Inside View Scanner Cover Release Lever — Opens the scanner to allow access to the paper path for cleaning or clearing a document jam. The scanner must be in the tilted position to open the scanner cover. Gap Release Lever —...
Page 34: Back View
Chapter 2: Scanner Basics Scanner Components Feed Module Cover — This cover needs to be removed when cleaning or replacing the feed module or feed module tires. Paper Present Sensor — Detects the presence of documents in the input tray. Feed Module Assembly —...
Page 35 Chapter 2: Scanner Basics Scanner Components Routing Channel — Allows you to secure the USB cable and power cord to protect them when the scanner is moved. USB Port — Connects the scanner to the PC. Power Port — Connects the power cord to the scanner.
Page 36: Locking The Scanner
Chapter 2: Scanner Basics Locking the Scanner Locking the Scanner A security lock port is available if you want to secure your scanner. You can purchase a standard security lock (as shown above) at an office supply store. Insert the lock into the back of the scanner and turn the key to lock the scanner in place.
Page 37: Turning The Scanner On
Chapter 2: Scanner Basics Turning the Scanner On Turning the Scanner On Do not turn the scanner on before performing CAUTION: the installation procedure covered in Chapter 3, “Installation”. Doing so may result in incorrect drivers being loaded. Press and release the switch on the back of the scanner to turn the scanner on.
Page 38: Scanner Positions
Chapter 2: Scanner Basics Scanner Positions Scanner Positions The iNSIGHT 20 Plus scanner is equipped with a tilt feature which allows the scanner to be tilted down for scanning and upright for storage. The following photos show the angles the scanner can be placed in.
Page 39 Chapter 2: Scanner Basics Scanner Positions 90 degree position This position is best for storage. When using the tilt feature, be sure the scanner IMPORTANT: cover is closed. Scantron NSIGHT 20 Plus Scanner...
Page 40: Tilting The Scanner Body
Chapter 2: Scanner Basics Tilting the Scanner Body Tilting the Scanner Body Hold the scanner body on the sides and rotate the scanner body into the scanning position. Operator’s Guide...
Page 41: Adjusting The Output Tray
Chapter 2: Scanner Basics Adjusting the Output Tray Adjusting the Output Tray The output tray can be extended to accommodate different sized sheets. Experiment with different positions to determine the one that best fits your needs. Position for Scanning When scanning for data collection or when scanning documents, the scanner should be in the 25 degree position as shown below.
Page 42: Extending The Output Tray
Chapter 2: Scanner Basics Adjusting the Output Tray Extending the Output Tray The output tray extends to accommodate documents up to 14 inches (35.56 cm). To extend the output tray follow the steps below. Step 1: Pull out on the middle of the output tray to extend the tray for short documents.
Page 43 Chapter 2: Scanner Basics Adjusting the Output Tray Step 2: Flip over the middle section of the tray extension for larger documents. Step 3: Flip the middle section of the next tray extension to accommodate documents up to 14 inches (35.56 cm). Scantron NSIGHT 20 Plus Scanner...
Page 44 Chapter 2: Scanner Basics Adjusting the Output Tray Step 4: Lift the end stops as necessary for better document stacking of long documents. Long Document End Stops Operator’s Guide...
Page 45: Adjusting The Input Tray Side Guides
Chapter 2: Scanner Basics Adjusting the Input Tray Side Guides Adjusting the Input Tray Side Guides The input tray side guides can be moved in or out to accommodate different document sizes. Adjust the side guides just slightly wider than the documents you are scanning.
Page 46: Starting And Stopping The Scanner
Chapter 2: Scanner Basics Starting and Stopping the Scanner Starting and Stopping the Scanner Before you start scanning, make sure the scanner is on and ready for operation, which is indicated by the green indicator light being on and constant. Scanning is controlled by software developed for your application.
Page 47: Document Preparation
(because it is a bottom feed scanner). Also ensure that the timing marks are on the left side (both front and back) when you are facing the iNSIGHT 20 Plus logo. Timing Marks Scantron NSIGHT 20 Plus Scanner...
Page 48: Document Imaging
Chapter 2: Scanner Basics Document Preparation • Paper Types: Precision forms printed by Scantron are recommended for best results. Self printed forms using Scantron DesignExpert with the PrintFlex option are also acceptable. • Paper Weights: 60 - 90 lb., (24 - 35 lb. bond), (89 - 133 g/m •...
Page 49 • Paper Types: The iNSIGHT 20 Plus moves paper very well and will handle virtually any type of paper that is not abrasive or excessively stiff.
Page 50: Scanning Your Documents
Chapter 2: Scanner Basics Scanning Your Documents Scanning Your Documents Place the documents you want to scan into the input tray of the scanner with the front side down (because it is a bottom feed scanner). Automatic Feeding To scan a batch of documents, follow the guidelines for size, type, quantity, etc., as previously described in “Document Preparation”...
Page 51: Single Feeding
Chapter 2: Scanner Basics Scanning Your Documents data collection , ensure that the timing NOTE: marks (both front and back of sheet) are on the left side when you are facing the iNSIGHT 20 Plus logo. Timing Marks Adjust the input tray side guides. Adjust the output tray position, if necessary.
Page 52: Indicator Light
Chapter 2: Scanner Basics Indicator Light Indicator Light The indicator light provides information on the current state of the scanner. Indicator Light This light… indicates… Flashing green scanner is powering up, busy, or in power saver mode. Steady green scanner is ready to scan. Steady red scanner error, such as the scanner is not...
Page 53: Lamps
Lamps Default Lamp Shut Off Period The default shut off period for the lamps is 15 minutes. The iNSIGHT 20 Plus scanner reverts to this default each time it is powered up. Software Lamp Warm Up and Shut Off Periods Lamp warm up and shut off periods vary depending on the software that you are using.
Page 54: Clearing Document Jams
Chapter 2: Scanner Basics Clearing Document Jams Clearing Document Jams Remove any documents from the input tray area. Lift up the scanner cover release to unlatch the scanner cover. Pull up to open the scanner cover. Scanner Cover Release Locate the jammed document and remove it, being sure to clear any paper shreds or pieces left behind.
Page 55 Chapter 2: Scanner Basics Clearing Document Jams NOTES Scantron NSIGHT 20 Plus Scanner...
Page 56: Chapter 3: Installation
In this chapter: Selecting a Good Location ..... . . page 44 Attaching the Input Tray......page 46 Installing the iNSIGHT Scanner Utilities Software .
Page 57: Selecting A Good Location
Chapter 3: Installation Selecting a Good Location Selecting a Good Location To place your scanner in a good location, observe these requirements: • Air quality. Keep in mind that a scanner works better and lasts longer when it is not exposed to a lot of dust. •...
Page 58 Chapter 3: Installation Selecting a Good Location • Temperature. Place the scanner in an environment that ranges between 60° and 85° Fahrenheit or 15º to 29º Celsius. Improper temperature conditions can cause the scanner to read sheets incorrectly. Operator’s Guide...
Page 59: Attaching The Input Tray
Chapter 3: Installation Attaching the Input Tray Attaching the Input Tray On one side of the scanner, place the pin into the hole (see photo). It is necessary to tilt the tray forward somewhat so NOTE: that the side guides have clearance. Hole Next, push the input tray gently but firmly toward the other side, so that the pin on the other side has...
Page 60: Installing The Insight Scanner Utilities Software
Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software Installing the iNSIGHT Scanner Utilities Software Install the software before connecting the CAUTION: scanner to the PC. NOTE: The iNSIGHT Scanner Utilities software supports only one scanner connected to the host computer at a time.
Page 61 Insert the iNSIGHT Scanner Utilities CD into the CD-ROM drive. Browse to your CD-ROM drive, then double-click setup.exe. The Welcome dialog box opens. Click Next to continue. The Scanner Selection dialog box opens. Select iNSIGHT 20 Plus from the drop-down list. Scantron NSIGHT 20 Plus Scanner...
Page 62 Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software The iNSIGHT 20 Plus appears in the dialog box. Click Next. The Destination Folder dialog box opens. Accept the default or enter a program folder in the text box, and click Next. The Ready to Install the Program dialog box appears.
Page 63: Connecting The Power Cord To The Scanner
Connecting the Power Cord to the Scanner Use only the power supply that was provided with your Scantron iNSIGHT 20 Plus Scanner. Do not substitute another power supply model or another manufacturer’s power supply. After the drivers have been installed, use the following procedure to connect the power supply and power cord to the scanner.
Page 64: Power Supply
Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software Select the appropriate AC power cord for your region from the supply of power cords packed with your scanner. Well Shin Well Shin Well Shin Well Shin WS-009 WS-004B WS-006 WS-005C 10A/250V 6A/250V 2.5A/250V...
Page 65: Connecting The Usb Cable
Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software Plug the power cord output lead (attached to the power supply) into the power port on the back of the scanner. Plug the power cord input lead (attached to the power supply) into the wall outlet.
Page 66 Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software The USB cable supplied with your scanner has two different ends. Attach the B end of the USB cable to the scanner USB port, located on the back of the scanner. The USB port may be covered by a IMPORTANT: sticker.
Page 67: Finalizing The Insight Scanner Utilities Software Installation
Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software Finalizing the iNSIGHT Scanner Utilities Software Installation When the iNSIGHT Scanner Utilities software has been properly installed and the USB cable and power connections have been made, you can turn on the power to complete installation.
Page 68 Chapter 3: Installation Installing the iNSIGHT Scanner Utilities Software The scanner goes through a series of self tests, and the indicator LED lights up. When the scanner is finished and ready to scan, the indicator LED stops flashing and stays green. When this occurs, click Next to continue.
Page 69 Do one of the following: • To calibrate your scanner now, continue to the next section, “Getting Ready to Scan” on page 57. The iNSIGHT 20 Plus scanner must be NOTE: calibrated before you can begin scanning. • To exit the iNSIGHT Scanner Utilities installation, click Finish.
Page 70: Getting Ready To Scan
Once the hardware is connected and the drivers are installed, perform the following steps to prepare to scan documents: • Step 1: Calibrating Your iNSIGHT 20 Plus (page 57) • Step 2: Running the Document Imaging Test (page 62) If your scanner came bundled with ScanTools Plus data collection software, perform the following three steps: •...
Page 71 Chapter 3: Installation Getting Ready to Scan The calibration program reads Normalization & Calibration sheets (part number 202 502 043, supplied with the scanner, see the graphic below). NOTE: The part number for a box of 80 Normalization & Calibration Sheets is 342 760 014. Close all other programs.
Page 72 Chapter 3: Installation Getting Ready to Scan If you have completed the iNSIGHT Scanner NOTE: Utilities installation, open the Calibration Utility from your operating system The following dialog box appears. Click Calibrate. The Step 1 of 2 dialog box appears. Place a stack of Normalization &...
Page 73 Chapter 3: Installation Getting Ready to Scan Click OK. The Calibrating front side... dialog box appears and scanning begins. Wait while the software and scanner performs front side calibration. If you get an error message, use the table below to take the necessary corrective action.
Page 74 Chapter 3: Installation Getting Ready to Scan Place a stack of Normalization & Calibration Sheets (part number 202 502 043) into the input tray, printed side up, and so that the words “Normalization & Calibration Sheet” enter the scanner last (as shown in the photo below).
Page 75: Step 2: Running The Document Imaging Test
Chapter 3: Installation Getting Ready to Scan When verification is completed successfully, the Calibration complete dialog box appears. Click OK to continue. To view information about the calibration, you NOTE: can view the calibration and log files located in the Scanner folder on the root drive of your computer.
Page 76 On the Wizard Completed dialog box, click Run Document Imaging Test. The Scan Validation Tool dialog box appears. Select TWAIN and Scantron iNSIGHT 20 Plus, and click OK. The Connecting to Scanner message box appears, indicating that it may take a few minutes to connect to the scanner.
Page 77 Chapter 3: Installation Getting Ready to Scan The Scan Validation Tool appears. Setup Start Scanning Two image display Click Two image display (see the graphic above). Click Setup (see the graphic above). Scantron NSIGHT 20 Plus Scanner...
Page 78 Chapter 3: Installation Getting Ready to Scan The main Scantron iNSIGHT 20 Plus settings window opens. Under Setting Shortcuts select Color Perfect Page Document Under Input document is, make sure that Two Sided is selected. Click OK to return to the Scan Validation Tool window.
Page 79: Step 3: Installing Scantools Plus Software
Chapter 3: Installation Getting Ready to Scan Place a two sided color document in the input tray, and then click the Start Scanning icon (see the graphic on page 64). The scanner scans the document. If both sides of the document display properly in the viewer, the scanner is ready for document imaging use.
Page 80 Chapter 3: Installation Getting Ready to Scan Open ScanTools Plus from your operating system. The ScanTools Plus window opens. Select OptionsScanner Configuration... from the ScanTools Plus menu. The Scanner Configuration dialog box opens. Select iNSIGHT 20/20 Plus from the Scanner Model drop-down list.
Page 81: Step 5: Running The Data Collection Test
Chapter 3: Installation Getting Ready to Scan If you get an error message, contact Scantron NOTE: Customer Support as described in “Requesting Support” on page 153. click OK to complete scanner configuration. Step 5: Running the Data Collection Test Perform this step only if your scanner came IMPORTANT: bundled with ScanTools Plus data collection software.
Page 82 Chapter 3: Installation Getting Ready to Scan On the ScanTools Plus window, select 710 - Data Collection Test from the Application drop-down list. If the 710 - Data Collection Test application is NOTE: not shown, it is possible that the path is pointing to a previously used directory.
Page 83 Chapter 3: Installation Getting Ready to Scan black rectangular (Form ID) marks enter the scanner first. Form ID Marks Scan the sheets by clicking Scan in the ScanTools Plus window. The sheets should scan. If they do not, recheck your scanner installation.
Page 84: Installation Complete
Chapter 3: Installation Getting Ready to Scan Select ViewData File in the ScanTools Plus menu bar to review the data file. The data file opens. Use the up and down buttons next to the Serial Number combo box to page through the Name data for each sheet.
Page 85: Handling The "Recalibrate The Scanner" Message
If you swapped out a defective scanner for a new one. If one of these conditions applies to you, you will need to recalibrate the scanner. See “Step 1: Calibrating Your iNSIGHT 20 Plus” on page 57, and follow the procedure there to recalibrate the scanner. Scantron...
Page 86: Uninstalling Insight Scanner Utilities Software
Chapter 3: Installation Uninstalling iNSIGHT Scanner Utilities Software Uninstalling iNSIGHT Scanner Utilities Software Perform the following steps only if you want to NOTE: uninstall the software. If you want to uninstall the drivers and scanner utilities software, it is important to do so in the correct order to avoid leaving any empty program groups in the programs menu.
Page 87: Updating The Insight Scanner Utilities Software
Chapter 3: Installation Updating the iNSIGHT Scanner Utilities Software Updating the iNSIGHT Scanner Utilities Software It is important to turn the scanner off during the CAUTION: software update because the new firmware is loaded into the scanner upon power up. Failure to turn off the scanner during the update will result in the old firmware remaining resident in the scanner.
Page 88 Chapter 3: Installation Updating the iNSIGHT Scanner Utilities Software Select Repair and click Next. Click Install and follow the on screen instructions. NOTES: • You do not need to recalibrate the scanner or run the document imaging test when the update is complete.
Page 89 Chapter 3: Installation Updating the iNSIGHT Scanner Utilities Software NOTES Scantron NSIGHT 20 Plus Scanner...
Page 90: Document Imaging Basics
The iNSIGHT 20 Plus scanner comes with Click&Scan Bundled Software software that you can use for your day-to-day on demand scanning.
Page 91 This window gives you access to the Image, Advanced, and Device settings that are saved with the setting shortcut. Those settings are actually the TWAIN driver (scanner controller) interface. Click&Scan software provides access to these settings. If you use other TWAIN Scantron iNSIGHT 20 Plus Scanner...
Page 92: Twain Interface
Chapter 4: Document Imaging Basics applications with the scanner, they may also use this TWAIN interface. Operator’sGuide...
Page 93: Click&Scan
If the Scanner icon indicates that the scanner is not NOTE: ready, turn the scanner off and then on again. Scantron iNSIGHT 20 Plus Scanner...
Page 94 Chapter 4: Document Imaging Basics Click&Scan • Click the Scanner icon to display the Click&Scan menu. This list displays the currently configured functions. • Function listing: Click one of the functions to run the assigned task. • Configure: Select Configure to change the settings assigned to a function.
Page 95: Configuration Dialog Box
• Task shortcut: Select the function (1 through 9) that you want to modify. • Rename: Displays the Rename dialog box which allows you to enter a new name for the Task shortcut. Scantron iNSIGHT 20 Plus Scanner...
Page 96 Chapter 4: Document Imaging Basics Click&Scan • Destination: Allows you to select one of the Scan To Settings following options: • File: Creates an electronic file from the scanned documents and saves it in the location specified in the Folder path using the current date and sequence number as the name.
Page 97 27(2) for the second PDF file created, and so on. If you want to add a prefix to the file name, it is attached to the beginning of each file name. For example, if you want the word “Invoice” before the Scantron iNSIGHT 20 Plus Scanner...
Page 98 Chapter 4: Document Imaging Basics Click&Scan file name, type “Invoice” in the File name prefix field. The files will be named: Invoice2XXX-XX-27(1); Invoice2008-09-27(2), and so on. • Name file prior to saving/sending: if selected, the Save As dialog box appears after the document(s) are scanned, allowing you to specify the name of the file and the location where it will be stored.
Page 99: Using Function Numbers
No: Closes the configuration dialog box without saving any changes. Using Function Numbers When you have assigned the function numbers, they can be easily launched from the Click&Scan icon or from the buttons on the front of the scanner Scantron iNSIGHT 20 Plus Scanner...
Page 100 Chapter 4: Document Imaging Basics Click&Scan From the Click&Scan Icon. Click the Click&Scan icon to display the function listing. Select the function number you want to run. From the Buttons on the Front of the Scanner Select the number for the function you want to run using the scroll (top) button on the scanner.
Page 101: Click&Scan Edit Window
Push the start (bottom) button to perform the scan. Function Window Scroll Button Start Button Click&Scan Edit Window If the Edit images prior to sending check box in the configuration dialog box is selected, the Click&Scan edit window appears when documents are scanned. Scantron iNSIGHT 20 Plus Scanner...
Page 102 Chapter 4: Document Imaging Basics Click&Scan The Click&Scan edit window allows you to view the scanned images before sending them to the final destination. From this window, you can perform common editing tasks such as, rotating and deleting blank pages. When you are finished editing, click Done to send the images.
Page 103 Normally the shortcuts (or hot keys) would be used for these tools. Done: Click this icon when you have finished viewing or editing the images and you want to send them to the selected destination. Scantron iNSIGHT 20 Plus Scanner...
Page 104: The Main Scanner Window
Chapter 4: Document Imaging Basics The Main Scanner Window The Main Scanner Window The Main Scanner window is the home window of the scanner’s user interface. The Main Scanner window is the interface for the NOTE: TWAIN driver and is used by the Click&Scan software.
Page 105: Creating Color/Grayscale Or Black And White Images Based On The Content Of Your Documents
Select a Setting Shortcut from the Main Scanner window that closely describes your desired output. Click Settings. The image settings window appears. Scantron iNSIGHT 20 Plus Scanner...
Page 106 Chapter 4: Document Imaging Basics The Main Scanner Window Click the Advanced Image Setup icon. The Advanced tab appears. Select Two Sided from the Input document is: drop-down list. Operator’sGuide...
Page 107 Select Color (24-bit). NOTE: If you want a grayscale image instead of a color image, when enough color is detected in the document, select Color (24-bit), select the Change icon, and then select Grayscale. Scantron iNSIGHT 20 Plus Scanner...
Page 108 Chapter 4: Document Imaging Basics The Main Scanner Window Click the Content Settings tab. Select Custom from the Sensitivity drop-down list. Click Done to return to the image settings window. Select Both: Black and White (1-bit) from the Side drop-down list. Adjust any other black and white image settings on the rest of the tabs in the image settings window.
Page 109: Creating Multiple Images For Each Side Of A Document
Select Multiple from the Images per side: drop-down list. The Images to Configure area is displayed with front and back images. If you want a grayscale image instead of a color NOTE: image, when enough color is detected in the Scantron iNSIGHT 20 Plus Scanner...
Page 110 Chapter 4: Document Imaging Basics The Main Scanner Window document, select Color (24-bit), select the Change icon, and then select Grayscale. For this example, we will work with a color and a black and white image. Select Color (24-bit). By default, the scanner produces the color/grayscale image first and delivers it to the scanning application, and then produces and delivers the black and white image.
Page 111: Creating Different Settings For Each Side Of A Document
Steps 4 and 5 are only valid for duplex scanner models. Select Two from the Input document is: drop-down list. Select Different settings per side. Steps 4 and 5 are only valid for duplex scanner NOTE: models. Scantron iNSIGHT 20 Plus Scanner...
Page 112 Chapter 4: Document Imaging Basics The Main Scanner Window Select One from the Images per side: drop-down list. Click Done to return to the image settings window. Select Front from the Side drop-down list. On the General tab, select Color (24-bit) from the Scan as: drop-down list.
Page 113 Chapter 4: Document Imaging Basics The Main Scanner Window NOTES Scantron iNSIGHT 20 Plus Scanner...
Page 114: Chapter 5: Maintenance
In this chapter: Maintenance Schedule......page 103 Supplies and Consumables ....page 105 Opening and Closing the Scanner Cover.
Page 115 Chapter 5: Maintenance • Some debris from the foam tires on the feed and separation modules is normal. Tire debris does not always mean that the tires are worn or damaged. After cleaning, inspect the tires for wear and replace the separation module or feed module if necessary.
Page 116: Maintenance Schedule
Chapter 5: Maintenance Maintenance Schedule Maintenance Schedule Use the following table as a guide to routine maintenance. Usage figures are not guaranteed. Customer-operating environments, document type, the condition of documents being scanned, and not following the recommended cleaning and replacement procedures, can cause the life of the consumables to vary.
Page 117 Chapter 5: Maintenance Maintenance Schedule Procedure Interval What to Use Clean paper path Daily Use emulsiclean wipe, (part number ACL304) in transport area and on red and white rollers. Allow to air dry. Do not use the CAUTION: emulsiclean wipes on the gray foam tires.
Page 118: Supplies And Consumables
Chapter 5: Maintenance Supplies and Consumables Supplies and Consumables See “Ordering Supplies” on page 151 for information on how to order supplies. Supplies/Consumables Purpose Item Number Feed Roller Kit Replaces feeder consumable ACL200 components. Separation Module (with tires) Replaces separation module. ACL2021 Feed Module (with tires) Replaces feed module.
Page 119 Chapter 5: Maintenance Supplies and Consumables • Emulsiclean wipes contain sodium lauryl ether sulfate and sodium silicate which can cause eye irritation. Refer to the MSDS section below for more information. • Do not use canned/compressed air. • Allow all tires and rollers to dry completely before using the scanner.
Page 120: Opening And Closing The Scanner Cover
Chapter 5: Maintenance Opening and Closing the Scanner Cover Opening and Closing the Scanner Cover Power down the scanner if desired. It is sometimes helpful to have the lamps on NOTE: when cleaning the imaging guide areas. Remove any documents from the feeder area. Place the scanner in the 25 degree position.
Page 121 Chapter 5: Maintenance Opening and Closing the Scanner Cover When you finish cleaning the scanner or replacing a part, press down firmly on scanner cover as shown so that both sides latch. Scantron NSIGHT 20 Plus Scanner...
Page 122: Running A Transport Cleaning Sheet
Chapter 5: Maintenance Running a Transport Cleaning Sheet Running a Transport Cleaning Sheet The scanner cover must be closed and powered on NOTE: to run a transport cleaning sheet. Remove the wrapping from the Transport Cleaning Sheet. Adjust the side guides to fit the cleaning sheet. Place a transport cleaning sheet in the input tray (adhesive side up) in portrait orientation.
Page 123: Cleaning The Rollers And Transport
Chapter 5: Maintenance Cleaning the Rollers and Transport Cleaning the Rollers and Transport If a transport cleaning sheet does not clean the transport area sufficiently, use the following procedure: With an emulsiclean wipe (ACL304), wipe the feed rollers from side to side. Rotate the rollers to clean the entire surface.
Page 124: Cleaning The Separation Module
Chapter 5: Maintenance Cleaning the Separation Module Cleaning the Separation Module Remove the separation module from the scanner for best cleaning results. Push the separation module up to snap it out and lift it out of position. Manually rotate and wipe the gray foam tires with a slightly damp roller cleaning pad (ACL304).
Page 125 Chapter 5: Maintenance Cleaning the Separation Module Inspect the separation module. If the separation module tires show signs of wear or damage, replace the tires or the separation module. See “Removing and Replacing the Separation Module” on page 119. Insert the separation module by aligning the tabs with the slots and snapping it into position.
Page 126: Cleaning The Feed Module
Chapter 5: Maintenance Cleaning the Feed Module Cleaning the Feed Module The paper present sensor is located to the right of NOTE: the feed module. Be careful not to damage the paper present sensor when removing or cleaning around the feed module.
Page 127 Chapter 5: Maintenance Cleaning the Feed Module Rotate the feed module forward and push it to the left to lift it out of position. Inspect the feed module. If the feed module tires show signs of wear or damage, replace the tires or the feed module. See “Replacing the Separation Module Tires”...
Page 128 Chapter 5: Maintenance Cleaning the Feed Module the gears are aligned and it snaps into place. Roll the feed module back into place. Reinstall the feed module cover by aligning the tabs with the slots and pushing it back into position until it snaps into place.
Page 129: Cleaning The Imaging Guides
Chapter 5: Maintenance Cleaning the Imaging Guides Cleaning the Imaging Guides Open the scanner cover as described in “Opening and Closing the Scanner Cover” on page 107. It is sometimes helpful to have the lamps on NOTE: when cleaning the imaging guide areas. Before cleaning the imaging area with staticide wipes, we suggest vacuuming the inside of the scanner to remove any dust and debris.
Page 130: Cleaning The Udds Sensor
Chapter 5: Maintenance Cleaning the UDDS Sensor Cleaning the UDDS Sensor Do not use canned air to clean the UDDS sensor CAUTION: transmitter and receiver as this could blow debris into difficult to clean areas of the scanner. A dirty transmitter or receiver can result in “false paper jam”...
Page 131 Chapter 5: Maintenance Cleaning the UDDS Sensor Test the scanner to ensure that the scanner is functioning properly. If it is not, call Scantron Customer Support as described in “Requesting Support” on page 153. Scantron NSIGHT 20 Plus Scanner...
Page 132: Removing And Replacing The Separation Module
Chapter 5: Maintenance Removing and Replacing the Separation Module Removing and Replacing the Separation Module Push the separation module up to snap it out and lift it out of position. Inspect the separation module. • If the separation module tires show signs of wear or damage, see “Replacing the Separation Module Tires”...
Page 133: Replacing The Separation Module Tires
Chapter 5: Maintenance Replacing the Separation Module Tires Replacing the Separation Module Tires Remove and inspect the separation module as described in steps 1 through 2 of “Removing and Replacing the Separation Module” on page 119. While holding onto the separation module, rotate the release lever back so you can access the separation roller.
Page 134 Chapter 5: Maintenance Replacing the Separation Module Tires Remove the separation roller from the separation module housing. Remove each tire by sliding the tire off the core. Install each new tire by gently pulling it over the core. IMPORTANT: Do not overstretch the tire. This may cause the tire to tear.
Page 135: Replacing The Pre-Separation Pad
Chapter 5: Maintenance Replacing the Pre-Separation Pad Replacing the Pre-Separation Pad Remove and inspect the separation module as described in steps 1 through 2 of “Removing and Replacing the Separation Module” on page 119. Hold the separation module in both hands and find the two side tabs that protrude slightly from the back of the separation module.
Page 136 Chapter 5: Maintenance Replacing the Pre-Separation Pad Grasp the pre-separation pad and pull it out of the separation module. Discard the worn pre-separation pad. Align the side tabs of a new pre-separation pad with the slots on the separation module. Push the pre-separation pad firmly in the slots until the pre-separation pad flap rests lightly against the separation module tires.
Page 137: Adjusting The Pre-Separation Roller Tension
Chapter 5: Maintenance Adjusting the Pre-Separation Roller Tension Adjusting the Pre-Separation Roller Tension If you are experiencing multi-feeds or document jams, it may be necessary to adjust the pre-separation roller tension. Remove and inspect the separation module as described in steps 1 through 3 of “Removing and Replacing the Separation Module”...
Page 138 Chapter 5: Maintenance Adjusting the Pre-Separation Roller Tension Lift the spring from the holder and move it to the left or right as desired to adjust the tension. When finished, reinsert the separation module by aligning the tabs with the slots and snapping it into position.
Page 139: Removing And Replacing The Feed Module
Chapter 5: Maintenance Removing and Replacing the Feed Module Removing and Replacing the Feed Module Degradation of feeder performance, multiple feeds, and stoppages indicate a need to change the feed module. Certain paper types such as carbonless paper or newsprint, or failure to clean regularly, and/or use of non- recommended cleaning solvents can shorten the feed module life.
Page 140 Chapter 5: Maintenance Removing and Replacing the Feed Module Lift the tab of the feed module cover and remove it from its position. Rotate the feed module upward and push it to the left to lift it out of position. Operator’s Guide...
Page 141 Chapter 5: Maintenance Removing and Replacing the Feed Module Inspect the feed module. • If the feed module tires show signs of wear or damage, replace the tires as described in “Replac- ing the Feed Module Tires” on page 130. •...
Page 142 Chapter 5: Maintenance Removing and Replacing the Feed Module Insert the feed module by aligning the pins and pushing it toward the left to fit it into position. Be sure the gears are aligned and it snaps into place. Reinstall the feed module cover by aligning the tabs in the slots and pushing the feed module cover down until it snaps into place.
Page 143: Replacing The Feed Module Tires
Chapter 5: Maintenance Replacing the Feed Module Tires Replacing the Feed Module Tires The paper present sensor is located to the right of NOTE: the feed module. Be careful not to damage the paper present sensor when removing or cleaning around the feed module.
Page 144 Chapter 5: Maintenance Replacing the Feed Module Tires Remove each core assembly by lifting it up and out of position. Remove each tire by sliding the tire off the core assembly. Install each new tire by gently pulling it over the core. Do not overstretch the tire.
Page 145 Chapter 5: Maintenance Replacing the Feed Module Tires Replace the core assembly in the feed module. You may need to slide the shaft to the right or left so the core fits properly within the feed module housing. Repeat the replacement procedure outlined above for the other core assembly.
Page 146 Chapter 5: Maintenance Replacing the Feed Module Tires NOTES Operator’s Guide...
Page 147 Chapter 5: Maintenance Replacing the Feed Module Tires Scantron NSIGHT 20 Plus Scanner...
Page 148: Chapter 6: Troubleshooting
In this chapter: LED Codes ......page 136 Indicator Light and Function Window ..page 138 Lamps .
Page 149: Led Codes
Chapter 6: Troubleshooting LED Codes LED Codes The following table provides a list of the codes that may be displayed in the LCD display with a corresponding message. Codes Message Explanation/Action Check USB cable Indicates that there is no USB connection or the USB cable is not securely attached.
Page 150 Chapter 6: Troubleshooting LED Codes Codes Message Explanation/Action Paper jam Document jam or the paper path is blocked. Clear the documents from the paper path. E1, E2 Turn the power off and then on again. If the problem persists, call Customer Support.
Page 151: Indicator Light And Function Window
Chapter 6: Troubleshooting Indicator Light and Function Window Indicator Light and Function Window The indicator light and function window provide information on the current state of the scanner. This light (and function indicate(s)… window)… Red to flashing green to scanner is powering up green Steady green scanner is ready to scan...
Page 152 Chapter 6: Troubleshooting Indicator Light and Function Window This light (and function indicate(s)… window)… Steady red with a 6 scanner cover is open Steady red with a 9 document jam The numbers 1-9 may be displayed when the NOTE: scanner’s LED is green. These are function numbers, not error codes.
Page 153: Lamps
Chapter 6: Troubleshooting Lamps Lamps Lamp warm up and shut off periods vary depending on the software that you are using. See the table below: Software Warm up Shut off • ScanTools Plus 240 minutes • associated data collec- tion diagnostic software Click&Scan 10 seconds 0 to 240 minutes based...
Page 154: Clearing Document Jams
Chapter 6: Troubleshooting Clearing Document Jams Clearing Document Jams If your scanner stops scanning due to a document jam, follow the procedures below. Open the scanner cover. Scanner Cover Release Remove any jammed documents from inside the scanner. Close the cover. Operator’s Guide...
Page 155: Troubleshooting Chart
Chapter 6: Troubleshooting Troubleshooting Chart Troubleshooting Chart Use the chart below as a guide to check for possible solutions to problems you may encounter when using the Scantron iNSIGHT 20 Plus Scanner. Problem Possible Solution Documents are jamming or Make sure that: multiple documents are •...
Page 156 Chapter 6: Troubleshooting Troubleshooting Chart Problem Possible Solution Scanner does not scan/feed Make sure that: documents • the power cord is plugged securely into the back of scanner and the wall outlet. • the green LED for the power supply is lit. •...
Page 157 Chapter 6: Troubleshooting Troubleshooting Chart Problem Possible Solution Scanner is running slow • Your PC may not meet the minimum require- ments for the scanner. • The scanner is rated and designed to operate with USB 2.0, but will function in a USB 1.1 port. If you are using a USB 1.1 connection, update your connection to USB 2.0.
Page 158: Product Support And Services
In this chapter: Registering Your Product ....page 145 Printed Documentation ....page 147 The Help System.
Page 159: Online Registration
Chapter 7: Product Support and Services Registering Your Product Online Registration Go to the Scantron Web site at www.scantron.com. Select Training & SupportProduct Registration. The Product Registration page opens. Enter the appropriate information, and click Submit to register your software product with Scantron Customer Support.
Page 160: Printed Documentation
The printed documentation set for the iNSIGHT 20 Plus consists of the following: • What’s in This Box for the iNSIGHT 20 Plus Scanner (Publication Number 277 160 xxx*) • Quick Start for the iNSIGHT 20 Plus Scanner (Publication Number 277 524 xxx*) •...
Page 161: The Help System
Chapter 7: Product Support and Services The Help System The Help System Your iNSIGHT 20 Plus scanner does not come with a Help system specifically for the hardware. However, the Scantron software products that you use with your scanner each come with a Help system that includes comprehensive information that may help you with your hardware issues.
Page 162: Training
Chapter 7: Product Support and Services Training Training Contact your local sales agent for training information. Outside the U.S. While Scantron does not offer training specifically for Within the U.S. your scanner hardware, we do offer training on most Scantron software products used with your scanner. Training is available for: ®...
Page 163: Internet Resources
Chapter 7: Product Support and Services Internet Resources Internet Resources Go to www.scantron.com to access the Scantron Customer Support Web site. It gives you access to the following: Outside the U.S. • Frequently Asked Questions (FAQs) with answers about scanning hardware and software products. •...
Page 164: Ordering Supplies
Chapter 7: Product Support and Services Ordering Supplies Ordering Supplies Contact your local sales agent to order supplies. Outside the U.S. We offer quick, easy access to supplies and user manuals Within the U.S. for your Scantron scanner and software. You can order online or by phone or fax: Online Phone or Fax...
Page 165: Ordering Forms And Print Services
Chapter 7: Product Support and Services Ordering Forms and Print Services Ordering Forms and Print Services Contact your local sales agent for forms and print Outside the U.S. services information. Standard Forms Within the U.S. Scantron has a large variety of standard forms to meet your data collection needs.
Page 166: Requesting Support
7:00 P.M. CST). Before calling: Know the serial number of the product you are calling about. The serial number for your iNSIGHT 20 Plus can be found on the bottom of the scanner. Write down a description of your problem. Include a sequence of the steps leading to the problem.
Page 167 Chapter 7: Product Support and Services Requesting Support • The software you are using, the version numbers, and any additional modules that have been installed. Be available with a phone at the scanner. This is so that the analyst will be able to guide you through the troubleshooting process.
Page 168: Services
Chapter 7: Product Support and Services Services Services Contact your local sales agent for services information. Outside the U.S. A variety of services are available including custom data Within the U.S. collection solutions, survey research services, equipment maintenance, equipment installation, network installation, custom training solutions, custom application development, database support, software support for custom applications, and consulting services.
Page 169 Chapter 7: Product Support and Services Services NOTES Scantron NSIGHT 20 Plus Scanner...
Page 170: Color Options For Data Collection Forms
In this chapter: Ink Form Color Options (1 Color) ..page 158 Pencil Form Color Options (1 Color) ..page 159 Pencil Form Color Combinations (2 Color) . . page 160 Pencil Form Color Combinations (3 Color) .
Page 171: Ink Form Color Options (1 Color)
Chapter : Color Options for Data Collection Forms Ink Form Color Options (1 Color) Ink Form Color Options (1 Color) Choose a single ink dropout color for your form from the colors below. Drop Out Colors Carnival Fiesta Harvest Pumpkin Raspberry Rose Spice...
Page 172: Pencil Form Color Options (1 Color)
Chapter : Color Options for Data Collection Forms Pencil Form Color Options (1 Color) Pencil Form Color Options (1 Color) Choose a single pencil dropout color for your form from the colors below. Drop Out Colors Anchor Caribbean Carnival Cherry Fiesta Frost Harvest...
Page 173: Pencil Form Color Combinations (2 Color)
Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Pencil Form Color Combinations (2 Color) The following is a list of approved two color combinations for pencil forms. Color One Color Two Anchor Carnival Anchor Cherry Anchor Fiesta...
Page 174 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Color Two Carnival Frost Carnival Jade Carnival Ocean Carnival Carnival Teal Carnival Woodland Cherry Frost Cherry Jade Cherry Ocean Cherry Cherry Teal Cherry Woodland Fiesta Frost Fiesta...
Page 175 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Color Two Harvest Jade Harvest Ocean Harvest Harvest Teal Harvest Woodland Jade Jade Pumpkin Jade Raspberry Jade Rose Jade Rust Jade Spice Jade Strawberry Jade Tangerine Ocean...
Page 176 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Color Two Raspberry Woodland Rose Rose Teal Rose Woodland Rust Rust Teal Rust Woodland Spice Strawberry Tangerine Spice Teal Spice Woodland Strawberry Teal Strawberry Woodland Tangerine Teal...
Page 177: Pencil Form Color Combinations (3 Color)
Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Pencil Form Color Combinations (3 Color) The following is a list of approved three color combinations for pencil forms. Color One Color Two Color Three Anchor Carnival Woodland Anchor...
Page 178 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Color One Color Two Color Three Carnival Frost Woodland Carnival Ocean Woodland Carnival Teal Woodland Cherry Frost Jade Cherry Frost Cherry Frost Woodland Cherry Ocean Woodland Cherry Teal Woodland...
Page 179 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Color One Color Two Color Three Frost Rose Frost Rose Woodland Frost Rust Frost Rust Woodland Frost Spice Frost Strawberry Frost Tangerine Frost Spice Woodland Frost Strawberry Woodland Frost...
Page 180: Index
Index schedule ....103 cleaning sheets (transport area) ..105 acoustic emission ..... 14 clearing document jams .
Page 181 power cord ..... . 51 scanning ......37 USB cable .
Page 182 ....39, 136 main iNSIGHT 20 Plus scanner window . . 91 green on steady ....39, 136 maintenance schedule .
Page 183 phone access ......44 power button ......21 safety information .
Page 184 precautions ..... 106 troubleshooting ..... 135 storing chart .
Page 185 NOTES Scantron NSIGHT 20 Plus Scanner...
Page 187 Scanners Plus You’ve just purchased a Scantron iNSIGHT 20 Plus OMR and image scanner. For over 30 years, Scantron scanners have offered accurate and reliable data capture through both Optical Mark Recognition (OMR) and image scanning. The iNSIGHT 20 Plus from Scantron is a compact, affordable desktop model scanner that combines document imaging technology along with the proven data collection capabilities and accuracy of optical mark recognition (OMR).

Scantronic iNSIGHT 20 Plus Operator's Manual

Chapter 1 Insight 20 Plus Dual Purpose Scanner

Chapter 2: Scanner Basics

Chapter 3: Installation

Chapter 4 Document Imaging Basics

Chapter 5: Maintenance

Chapter 6: Troubleshooting

Chapter 7 Product Support and Services

Appendix A: Color Options for Data Collection Forms

Quick Links

Troubleshooting

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