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Xerox XDM5205DWU - DocuMate 520 User Manual

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DocuMate 520
user's guide



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  Summary of Contents for Xerox XDM5205DWU - DocuMate 520

  • Page 1 DocuMate 520 scanner user's guide...
  • Page 2 DocuMate 520 scanner user’s guide...
  • Page 3 XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license. DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation.
  • Page 4: Table Of Contents

    The Xerox DocuMate 520 Scanner ........
  • Page 5 Xerox DocuMate 520 Parts List ........
  • Page 6: Welcome

    Welcome Your new Xerox DocuMate 520 scanner can quickly scan stacks of documents with the Automatic Document Feeder (ADF), or single pages on the Flatbed Glass. What’s in the Box Before proceeding, check the contents of the box. If items are missing or damaged, contact the dealer where you purchased the scanner.
  • Page 7: The Xerox Documate 520 Scanner

    Welcome The Xerox DocuMate 520 Scanner Scanner Cover Document Pad Glass Reference Frame Paper Stop Paper Guide Extension Paper Guide Automatic Document Feeder Scanner Lock DocuMate Buttons and Status Light USB Port ADF port Power jack Power On/Off Switch ADF Cable...
  • Page 8 Welcome Scanner Cover—Protects the document from light and contamination during scanning. Close the cover to put a stack of documents in the Automatic Document Feeder (ADF). Document Pad—Holds documents in place on the scanner glass. Glass—Documents are placed face down, aligned at the arrow symbol in the upper-left corner.
  • Page 9: What You Need

    Your scanner is delivered with the following documentation: • Quick Install Guide—Abbreviated installation instructions. • Xerox DocuMate 520 Scanner User’s Guide—On the Installation CD; contains detailed installation, scanning, configuration, and maintenance information. • PaperPort User’s Guide—On the Installation CD; contains detailed feature and configuration information for the PaperPort software.
  • Page 10: Installation

    Xerox DocuMate 520 scanner, we do not recommend this configuration as you may lose some of the driver functionality on one, or both of the units. You can remove these programs from the Windows Add/Remove programs list.
  • Page 11: Step 1: Assemble The Scanner

    Installation Step 1: Assemble the Scanner All the components to assemble the scanner are included in the box. To assemble the scanner: 1. Remove all shipping tape from the top and bottom of the scanner. 2. Open the ADF cover and carefully remove any foam particles that may have gotten inside the Automatic Document Feeder.
  • Page 12 Installation 3. Slide the locking tab on the bottom of the scanner to its unlocked position. Unlocked position NOTE: The locking tab protects the scanner’s scan head by holding it securely in position. Lock the scanner when transporting it from one location to another, but always remember to unlock it before scanning.
  • Page 13 Installation 5. Insert the Paper Guide Extension into the Paper Guide and snap its tabs into place. 6. Insert the Paper Stop onto the back of the scanner and slide it downward to snap its tabs into place. 7. Plug the ADF cable into the ADF port. Tighten the two locking screws on either side of the plug to make sure the ADF cable is securely plugged into the port.
  • Page 14: Step 2: Install The Software

    Installation Step 2: Install the Software NOTE: The software is on the two CD’s you received with your scanner. Please be sure to install from Disc 1 first. To install the software: 1. Start Microsoft Windows and make sure no other applications are running.
  • Page 15 Installation 3. On the Installation menu, select Install Products. 4. Make sure the boxes for Nuance PaperPort ® , Scanner Driver, and OmniPage Pro ® are checked. NOTE: The OmniPage Pro software is required for installation and provides extensive Optical Character Recognition (OCR) capabilities for your scanner software.
  • Page 16 Installation The first PaperPort Installation window opens. 7. On the PaperPort Welcome window, click Next. Installing PaperPort will uninstall any existing version of PaperPort and will install the newer version. Your existing PaperPort files will not be affected. 8. Read the PaperPort license agreement and select I accept the terms in this agreement, then click on Next.
  • Page 17 TWAIN and ISIS—The TWAIN and ISIS drivers are installed. The One Touch 4.0 Monitor will not run and you cannot use the One Touch features. You can use the Xerox DocuMate 520 TWAIN driver to scan from applications with a TWAIN interface. You can also scan from applications that use the ISIS driver.
  • Page 18 QuickScan. The One Touch 4.0 Monitor will not run and you cannot use the One Touch features. You will not be able to use the Xerox DocuMate 520 TWAIN driver. You also will not be able to scan with the buttons on the scanner.
  • Page 19 Installation 20. STOP when you see the “Complete the installation by connecting your hardware” window. Do NOT click OK yet. Leave the window open and proceed to the next section, “Step 3: Connect the Power Supply” on page 15. Reminder: If your computer is running AntiVirus or AntiSpyware software, you may see messages asking you to allow installation.
  • Page 20: Step 3: Connect The Power Supply

    Installation Step 3: Connect the Power Supply Connect the power supply and power cord, and plug the power supply into an electrical outlet. To connect your DocuMate 520 scanner: 1. Plug the power supply into its power port on the scanner. NOTE: Only use the power supply (HEG42-240200-7L made by HiTron) included with your scanner.
  • Page 21: Step 4: Connect The Usb Cable And Turn On The Power

    Installation Step 4: Connect the USB Cable and Turn on the Power The DocuMate 520 scanner connects to any available USB port. Check your computer’s manual for USB port locations. NOTE: You can connect the scanner to your computer while the computer is running.
  • Page 22 Installation 3. Turn on the power switch, located on the back of the scanner to the left of the power port. The status light comes on and flashes indicating that the scanner is receiving power. If you are using Windows XP Service Pack 2, and have plugged the USB cable into a USB 1.1 port, an information bubble may open explaining that “A HI-SPEED USB device is plugged into a non-HI-SPEED USB hub”.
  • Page 23 Installation 4. When you’re certain that the software has completely loaded, return to the “Complete the installation by connecting your hardware” window. 5. Click OK. You can also click More to see a quick overview about accessing and navigating the One Touch Button Panel. When you’re finished reading the additional information, return to the screen above and click OK.
  • Page 24 Installation If you selected OmniPage Pro for installation, a window tells you to insert the second CD to install it. NOTE: OmniPage Pro is required for your scanner to have its full range of features. Please make sure to install OmniPage Pro before scanning.
  • Page 25 Installation 5. When installation is finished, return to the Installation menu above and click User Guide. The OmniPage Pro User Guide opens for you to view and save to your computer. ® ® NOTE: The OmniPage Pro User Guide is in Adobe Acrobat PDF format.
  • Page 26: Additional Applications Available With Your Scanner

    Installation Additional Applications Available with Your Scanner Your scanner includes free, additional applications on the installation CD. 1. Reinsert Disc 1 into the CD-ROM drive. The Installation menu opens. The free Adobe Acrobat Reader software is located on the CD with the User Guides.
  • Page 27 If you install the Kofax VRS software, you may see the following message. Please disregard this message and click OK. The Kofax VRS Certified ISIS ® driver is installed correctly when you install it with your Xerox DocuMate 520 scanner. DocuMate 520 Scanner User’s Guide...
  • Page 28 Installation 5. To get the documentation for each of the additional products, return to the Main Menu window and click User Guides. The User Guides window opens. Use this window to view and save the User Guides you want. The User Guides are in Adobe® Acrobat® PDF format. The CD also includes a free copy of Acrobat®...
  • Page 29 3. When you’re finished, click Main Menu to return to the Main Menu window and click Exit. 4. Remove the CD and store both CD’s in a safe place. That’s it! Installation is finished and your Xerox DocuMate 520 scanner is ready to scan. DocuMate 520 Scanner User’s Guide...
  • Page 30: Register Your Scanner And Check For Updates

    Installation Register Your Scanner and Check for Updates Registering your scanner is important as it provides you with access to free telephone support service. Registration also gives you free access to software updates for your scanner. To register your scanner: 1.
  • Page 31: Scanning

    Scanning If you selected the recommended Full Install option (see page 12), then you have several different options to scan with your Xerox DocuMate 520 scanner. Each method scans equally well, so use the one with appropriate options for the item you are scanning.
  • Page 32: Scanning Basics

    Scanning Scanning Basics You can use your Xerox DocuMate 520 to scan a single page on the Flatbed glass, or stacks of documents using the Automatic Document Feeder. NOTE: Always remove any staples or paper clips from documents before inserting them into the scanner’s Automatic Document Feeder.
  • Page 33: Load A Single Page

    Scanning 4. Load the stack of documents face up, with their tops into the Automatic Document Feeder. IMPORTANT: Items scanned using the Automatic Document Feeder must be a minimum of 5 x 7 inches (12.7 x 17.8 cm). 5. You can now scan the documents using the scanner buttons, One Touch, or one of the other scanning interfaces.
  • Page 34: Scan With The Buttons On The Scanner

    Scanning Scan with the Buttons on the Scanner Pressing a scanner button scans the item and then sends the image to the printer or a software application (known as the Destination Application) on your computer. 1. Load a stack of documents face up in the Automatic Document Feeder or place a single page face down on the Flatbed glass and close the cover.
  • Page 35: About The Buttons On The Scanner

    Scanning About the Buttons on the Scanner The scanner buttons are preconfigured to scan items at various settings and send the scanned image to a preselected Destination Application. You can change the settings for each button. See “Configuring the One Touch Buttons” on page 36. The following table lists the scanner’s preconfigured button settings: Button...
  • Page 36: Scan From The One Touch Button Panel

    Scanning Scan from the One Touch Button Panel Scanning from the One Touch Button Panel is just like pressing a scanner button, except you click a button on the computer screen. This method of scanning is especially helpful if the scanner is not located close to your computer.
  • Page 37: Check The Scan Settings Before Scanning

    Scanning Check the Scan Settings Before Scanning 1. Click on the One Touch icon in the Windows System Tray (at The One Touch Icon. the bottom right corner of the screen). The One Touch Button Panel opens. 2. Right-click the button you want to check. Right-click the button to see its scan settings.
  • Page 38 Scanning To Refresh the One Touch 4.0 settings, click the Refresh button on the One Touch Properties window. If you make changes in the One Touch Properties window, then click the Apply button, the information in the One Touch panel will update to show the new settings.
  • Page 39: Using The One Touch Panel

    Scanning Using the One Touch Panel The One Touch Panel is your on-screen control for the scanner. The One Touch Panel also shows information about the scanner and its settings. 1. To open the One Touch Button Panel, click the One Touch icon. It is located in the Windows Notification Area at the bottom right corner of the screen.
  • Page 40: About The One Touch Button Panel's Names And Icons

    Scanning About the One Touch Button Panel’s Names and Icons The names on the One Touch Button Panel correspond to the scanner buttons and indicate their original factory settings. But you can change the Destination Application and any other settings of a button.
  • Page 41: Configuring The One Touch Buttons

    Scanning Configuring the One Touch Buttons When you first connect your scanner to a computer, the scanner’s software configures each button with appropriate settings. Each One Touch button configuration consists of a Destination Application, a Scan Configuration, and a Document Format. To open the One Touch Properties window: 1.
  • Page 42: About The One Touch Properties Window

    Window (and other One Touch windows and dialog boxes) are “grayed out” and are not available. Grayed out options are not appropriate for your Xerox DocuMate 520 scanner. If you use the One Touch application with other Xerox scanners, grayed out options become active, if appropriate.
  • Page 43 Scanning NOTE: Later on, If you install new software that can be used as a Destination Application, click the Refresh button again to link the new software to One Touch 4.0. Select Configuration—The list of available scan configurations for the selected button. The configuration’s basic settings include: scanning mode, resolution (dpi), page size, brightness (Br), and contrast (Cr).
  • Page 44: Selecting New Settings For A Button

    Scanning Selecting New Settings for a Button For each of the three One Touch buttons, you can select a new Destination Application, Scan Configuration, and Document Format. Click a tab to select a button. Select a format for the scanned image. Select a configuration for scanning the item.
  • Page 45 Scanning 4. Select a Format option. The available options apply to the Destination Application you select. For example, if you select Microsoft Word as the Destination Application, the available formats are for text, such as .doc, .txt, and .rtf. However, if you select Microsoft Paint as the Destination Application, then the available formats are for graphics, such as .bmp, and .jpg.
  • Page 46: Setting Destination Application Properties

    Scanning Setting Destination Application Properties The different types of Destination Applications have various properties that you can select. 1. On the One Touch Properties window, click a Destination Application. 2. Click the Properties button. Click a Destination Application. Click the Properties button.
  • Page 47: Text Documents Properties

    Scanning 1. Select the PaperPort folder where you want the file of the scanned image to be located. 2. Click OK. 3. Click OK or Apply on the One Touch Properties window. When PaperPort opens after you finish scanning, the thumbnails of your scanned documents are on the Desktop in that folder.
  • Page 48 Scanning 2. To add another application to the list, click the Add Application button. The Add Text Based Link dialog box opens. 3. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3.
  • Page 49: Image Documents Properties

    Scanning Image Documents Properties These properties apply to the OmniPage Pro software that you received with your scanner, plus Microsoft Paint and other image processing applications. 1. Click in the Color document handling settings boxes for the options you want. The options will apply to all the applications in the group.
  • Page 50: Storage Properties

    Scanning Storage Properties These properties apply to the Destination Application named Transfer to Storage. If a CD burner is attached to your computer, and your computer is running Windows XP, you also use this dialog box to start the Burn to CD process. See the section “Scan and Burn to a CD”...
  • Page 51: Email Properties

    Scanning 3. If you have a CD burner attached to your computer, the option Show message when ready to burn 5" CD (700MB), should also be selected so you will see a message when it’s time to click the Burn to CD button. 4.
  • Page 52: Selecting Format Options

    Scanning 3. If you need to change your email client, or any other internet options, click the Internet Options button. The Windows Internet Options Control Panel opens. Click the Programs tab and choose a new email client from the Email list.
  • Page 53 Scanning Image Formats Select an image file format for photos, artwork or other documents that you want to save as images. BMP and TIFF are standard image file formats generally used if you want to do additional image processing, such as photo touch-up or color correction. Both of those file formats tend to be larger than the JPEG format.
  • Page 54 Scanning 3. Choose the file size/image quality option for your scanned images. Minimize Size—Smallest file size, lowest image quality. Normal—Medium file size, some loss of image quality. Maximum Quality—Largest file size, no loss of image quality. Your selection pertains only to the button currently selected on the One Touch Properties window.
  • Page 55 Scanning A menu opens. The following figure shows samples for different Destination Applications. Example menu for the TEXT format Example menu for the TEXT format when the Destination Application is when the Destination Application is Microsoft Word. a Storage location. 3.
  • Page 56 Scanning Searchable PDF—The sPDF file format used by Adobe Acrobat and OmniPage Pro. This format converts scanned text into PDF with text search and OCR capabilities. It is only available if you have installed OmniPage Pro on your computer. See “Scanning with sPDF or nPDF and Searching for Text”...
  • Page 57: Selecting Options For A Button

    Scanning Selecting Options for a Button The One Touch Options determine the types of Destination Applications available for a button, as well as the location of the files of your scanned items. To select options: 1. Open the One Touch Properties window and click the Options tab.
  • Page 58 Scanning • Image Editors include Microsoft Paint and other drawing and graphics applications. • Text Editors include Microsoft Word and WordPad, Microsoft Excel, and other word processing and spreadsheet applications. Select this option if you want OCR processing to convert your scanned documents to text that you can edit.
  • Page 59 Scanning After a scanned item is printed or faxed, its temporary file is deleted. However, by selecting this Create copies of scanned documents option, you can choose to save permanent copies of the scanned items on your hard drive. The copies will be saved in the folder specified in the Folder Copy Options section (see the figure and description below).
  • Page 60: Creating A New Scan Configuration

    Scanning Creating a New Scan Configuration The scan configurations are where you select the scanning resolution, brightness, mode (color, black&white, or grayscale), and a number of other settings. Click the tab of the button to have the new configuration. The Scan Configurations. Click New to create a new Scan Configuration.
  • Page 61 Scanning The Scan Configuration Properties dialog box opens. If the Scan Settings tab is not selected, click it. Type a new name for If the configuration is the configuration. locked, click the lock to unlock it. The icon becomes a key as Select the scan mode shown here.
  • Page 62 Scanning Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image. The Contrast setting does not apply to the Black&White mode. 6. If you want to lock the configuration, click the Key icon to change it from a Key to a Lock.
  • Page 63 Scanning When using the AutoCrop to Original option with the Automatic Document Feeder, make sure to adjust the paper guides on the scanner so the page is not skewed when it feeds into the scanner. Skewed pages may not crop properly.
  • Page 64 Scanning • Color Filter—Color filter is the ability of your scanner to automatically remove a color from a scanned item. For example, if you are scanning a letter with a red watermark, you can choose to filter out the red so the scanned letter just shows the text and not the red watermark.
  • Page 65 Scanning The Device Settings Tab A Device Settings tab appears on the Scan Configurations dialog box when your selected Destination Application sends the scanned image to a printer, fax application, or other device. You use the options on the Device Settings tab to select settings for the device. 1.
  • Page 66 Scanning The Storage Options Tab (Archive) A Storage Options tab is on the Scan Configurations dialog box when the Destination Application is Transfer to Storage. You use the options on this tab to select where to save your scanned items for storage when scanning with that particular Scan Configuration.
  • Page 67: Editing Or Deleting Scan Configurations

    Scanning Editing or Deleting Scan Configurations NOTE: Your scanner comes with a number of configurations pre-set at the factory. We recommend that you keep those configurations locked and do not edit or delete them. That way, you will always have the factory-settings available. If you do edit or delete them, and want to get the factory pre-sets back again, you will need to uninstall then re-install your scanner.
  • Page 68 Scanning Click the lock icon to unlock the configuration. Clicking it toggles between locking and unlocking the configuration. The key icon indicates the configuration is unlocked. Click the Key/Lock icon to toggle between locked and unlocked. 5. Edit the settings and click OK. DocuMate 520 Scanner User’s Guide...
  • Page 69: Configuring Before Scanning

    Scanning Configuring Before Scanning Choosing Configure Before Scan simply opens a scanning interface when you press or click a button. You can then use the interface to change the Resolution, Scan Mode, and other settings. When you scan, the scanned image will still be sent as the file type and to the same Destination Application already selected in the One Touch Properties window for that button.
  • Page 70: Scanning With Optical Character Recognition (Ocr)

    NOTE: Xerox recommends that all OCR processing use the original factory settings for OCR scanning that came with your scanner. When scanning with other settings, use at least 300 dpi for the resolution.
  • Page 71 Scanning Selecting OmniPage OCR Options One Touch 4.0 and OmniPage Pro work together to combine scanning with OCR processing into one integrated step. You can select a range of options for the OCR process. NOTE: OmniPage OCR options apply globally to all the One Touch buttons that perform OCR.
  • Page 72 Scanning The OmniPage OCR Options window opens with the OCR tab selected. 5. Choose the options you want from the OCR window. Languages in Document—Select the language(s) in the documents to be scanned. These are the languages that will be recognized during the OCR process.
  • Page 73 Scanning To create a user dictionary, click the button next to the menu arrow. Click New, type a name for the dictionary, and click OK. Click Close and then choose your new dictionary from the list. It will be used during the OCR process. You add words to a dictionary during the proofreading process.
  • Page 74 Scanning click Add. Note that when you select a font, a sample appears in the text box so you can compare it with the fonts in your document to see if that’s the right font. To remove a font, select it and click Remove.
  • Page 75 Scanning Look for facing pages—Select this option if you want to scan two facing pages of an open book in one step, and then to recognize and store them as two separate pages (as if they had come from two separate scannings). User interface language—Click the drop-down arrow and select the language to use on the OmniPage windows.
  • Page 76 Scanning Single column with Table—Choose this option if your document contains only one column of text and a table. The table will be placed in a grid in the text editing application you have selected. You can later specify whether to export it in a grid or as tab-separated text columns.
  • Page 77: Scanning With Spdf Or Npdf And Searching For Text

    Scanning Scanning with sPDF or nPDF and Searching for Text Searchable PDF (sPDF) and Normal PDF (nPDF) are special forms of an Adobe PDF file. sPDF converts scanned text into the PDF format with text search and OCR capabilities. nPDF has those same features, plus you can edit the text in an nPDF image if you have a PDF editing program.The two PDF formats can also produce images with different image quality, so you may want to...
  • Page 78 Scanning 5. Choose a Scan Configuration. 6. Click OK. The One Touch Properties window closes. 7. Now scan with that button and the scanned document will be in the sPDF or nPDF format you selected. 8. To search for the text, open Adobe Acrobat Reader or Adobe Acrobat.
  • Page 79: Scan And Burn To A Cd

    Scanning Scan and Burn to a CD If you have a CD burner attached to your computer, you can scan directly from your scanner onto a CD. This feature is available only on computers running Windows XP. To scan and burn to a CD: 1.
  • Page 80 Scanning The One Touch 4.0 Link Properties window opens. 9. Make sure a CD is in the CD burner. 10. Click the Burn to CD button. The CD burner begins and your scanned documents are written to the CD. NOTE: Until you click Burn to CD these files are stored in your computer at C:\Documents and Settings\<your user name>\Local Settings\Application Data\Microsoft\CD...
  • Page 81 Scanning NOTE: When scanning items to burn to a CD, you should always use one of the factory-set default configurations, or a custom configuration specifically set up for CD burning. The default configurations are already set up to send the scanned images to the proper storage location where the Windows XP CD writing wizard can find the files to burn to the CD.
  • Page 82: Scanning With Event Forwarding

    Scanning Scanning with Event Forwarding If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. The scanner will feed in the first page, but will then stop until you select the application to use.
  • Page 83 Scanning 6. Start scanning using the button you selected for event forwarding. A dialog box opens for you to select the application to use for scanning. 7. Select the application in the box and click OK. Now the application you selected opens and you can continue the scanning from that application’s TWAIN interface.
  • Page 84: Creating An Html Web Page From Your Scanned Documents

    Scanning Creating an HTML Web Page from Your Scanned Documents If you scan a document, whether a single page or multiple pages, you can have the pages converted directly to HTML formatted pages for posting directly to your web site. Those pages are then viewable by visitors to your web site without the need for any internet plug-ins or other special processing.
  • Page 85 Scanning 7. Now press the scanner button or the One Touch Button that you’ve set up for HTML. When scanning is finished, the document is first converted to editable text using the OCR process, then is converted into an HTML format. Microsoft Internet Explorer then opens showing your converted page.
  • Page 86: Transferring Scanned Documents To Storage

    Scanning Transferring Scanned Documents to Storage With the Transfer to Storage scanning process, you can scan documents and save them in a folder in one step. The process is ideal for archiving documents without having to manually save or process them in any other way. If you choose a text format for the file format, the documents are also automatically converted by the OCR process into editable text and numbers before being stored.
  • Page 87 Scanning 6. Click OK. The One Touch Properties window closes. Your scanned pages are stored in the location that you specified on the One Touch 4.0 Link Properties window. Your scanned documents will be stored at the location you specified on the One Touch 4.0 Link Properties window.
  • Page 88 Scanning Setting up multiple folders for transfer to storage: 1. Using Microsoft Windows, create the folders that you want to use for storing scanned items. Note that you can also create the folders later while creating the new scan configurations. 2.
  • Page 89 Scanning 9. Click the Browse button. 10. Select the folder you created for storing the scanned documents. If you haven’t created the folder yet, you can click the Make New Folder button and type the name for the new folder. 11.
  • Page 90 Scanning 14. Make sure to designate separate folders as the Storage Locations for the new configurations. You will now have multiple configurations set up for the Transfer to Storage destination, and each configuration scans documents to separate folders. The new configurations apply to the Transfer to Storage Destination...
  • Page 91 Scanning To Transfer Documents to a Server or Mapped Drive When selecting the storage location for scanned documents, you can select a local folder, or a folder on a server or mapped drive.You select a mapped drive using the Browse button. 1.
  • Page 92: Checking The Hardware And Setting The Lamp Power Saving

    The Hardware icon. If the Hardware View of the panel is open you can also right- click on the DM 520 icon. The Hardware Properties dialog box opens and shows information about your Xerox DocuMate 520 scanner. DocuMate 520 Scanner User’s Guide...
  • Page 93 Scanning 2. Click the Properties button. Your scanner has a built-in power saving feature that is set to power down after 15 minutes of idle time. You can change the time before the scanner powers down, from 1 minute to a maximum of 10 hours.
  • Page 94: Scanning With The Twain Interface From Paperport

    Because the TWAIN interface is the same regardless of the software you use to open it, you can still use the instructions in this User’s Guide for scanning with your Xerox DocuMate 520 scanner. To access the TWAIN interface from other software, please refer to their user’s guides, then return to this User’s Guide...
  • Page 95: Accessing The Twain Interface From Paperport

    Scanning with the TWAIN Interface from PaperPort Accessing the TWAIN Interface from PaperPort The instructions in this section are for accessing the TWAIN interface from the PaperPort application. To access the TWAIN interface from PaperPort: 1. On the Windows taskbar, click Start, point to Programs, point to PaperPort, then click PaperPort.
  • Page 96 PaperPort. See the section, “Setting Up Your Scanner to Work With PaperPort” on page 108. 3. Click the Scanner drop-down arrow, and select TWAIN: Xerox DocuMate 520 from the drop-down list. NOTE: Please wait a few moments for your selection from the drop-down list to become active.
  • Page 97 Scanning with the TWAIN Interface from PaperPort 5. When scanning documents, use the Create single page items check box as follows: • When the check box is selected, all pages in the Automatic Document Feeder are scanned, the TWAIN interface closes, and each page is placed on the PaperPort Desktop as an individual file.
  • Page 98: The Two Twain Interface Options

    Scanning with the TWAIN Interface from PaperPort The Two TWAIN Interface Options When scanning with TWAIN, you have two interface options: • Basic Interface—Use the Basic Interface if you don’t need to make many adjustments to the image before scanning. You can adjust brightness, contrast, resolution, page size, and picture type.
  • Page 99: Scanning From The Twain Basic Interface

    Scanning with the TWAIN Interface from PaperPort Scanning from the TWAIN Basic Interface The Basic Interface can scan a preview of the image so you can adjust its appearance before scanning the final image. After adjusting the appearance, you click the Scan button on the Basic Interface to scan.
  • Page 100 Scanning with the TWAIN Interface from PaperPort NOTE: If you want to preview a stack of pages, use one of the pages as a test page and load it into the scanner. Click the Preview button and adjust the scanner settings. Then replace the page on the stack at its original position and load the stack into the scanner.
  • Page 101: Scanning From The Twain Advanced Interface

    Scanning with the TWAIN Interface from PaperPort Scanning from the TWAIN Advanced Interface The Advanced Interface has a wide range of image adjustments for scanning. 1. Open the TWAIN Interface from a TWAIN-compliant application. 2. If the Basic Interface opens, click the Advanced Interface button.
  • Page 102 Scanning with the TWAIN Interface from PaperPort 4. Click one of the icons to select a configuration. For example, select Color Configurations and then select Custom to scan a color item with the preset Custom scan settings. The configuration settings appear as a list. Click the + (plus) sign to see the full list.
  • Page 103: Adjusting The Image With The Advanced Interface

    Scanning with the TWAIN Interface from PaperPort Adjusting the Image with the Advanced Interface You can adjust the scan settings on the Advanced Interface to produce the best possible image for the documents you’re scanning. To adjust a setting: 1. On the left side of the Advanced Interface, select a configuration, for example, Color Configurations.
  • Page 104 Scanning with the TWAIN Interface from PaperPort The following figure shows an example of the Advanced Interface if you click the Scan Size setting in the list, or click the Scan Size button. Click to close the settings panel NOTE: The information in the scan settings list and the options you select on the various settings panels are interactive.
  • Page 105: Adjusting The Resolution

    You can also type a number directly into the resolution setting box, or click the up and down arrows to increase or decrease the setting. The resolution settings on your Xerox DocuMate 520 scanner range from 50 dpi to 600 dpi.
  • Page 106: Adjusting The Brightness And Contrast

    Scanning with the TWAIN Interface from PaperPort 3. Click Reset to return the resolution to its original setting. The resolution panel also includes an advanced setting for Moire patterns. Moire patterns are wavy, rippled lines that sometimes appear on the scanned images of photographs or illustrations, particularly newspaper and magazine illustrations.
  • Page 107: Adjusting Gamma, Saturation, And Color Hue

    Scanning with the TWAIN Interface from PaperPort Adjusting Gamma, Saturation, and Color Hue If you’re using the Color Configuration to scan, you can adjust a group of color settings. Gamma controls the brightness of the color midtones. Saturation is the strength or purity of a color and hue is the color your eyes see as reflected from the image.
  • Page 108: Adjusting Input Size

    Scanning with the TWAIN Interface from PaperPort Adjusting Input Size You can scan documents up to 11.7" x 17" with the Automatic Document Feeder, and up to 11.69" x 16.53" (A3 paper) on the Flatbed Glass, but you can also select other scan sizes, or adjust the input size to scan only specific sections of an image.
  • Page 109 Scanning with the TWAIN Interface from PaperPort The following figure shows an example of a manually selected area. This is the image that appears on the PaperPort desktop when scanning is finished. The Scan Info box shows the The selected scan area. size and position of the area.
  • Page 110: The Ruler Units

    Scanning with the TWAIN Interface from PaperPort The ruler units The ruler around the edges of the image help you precisely position a custom sized image. You can change the ruler units to suit the type of measurements you want. To set the ruler units: Click the Ruler Units button.
  • Page 111: Creating A New Advanced Interface Profile

    Scanning with the TWAIN Interface from PaperPort Creating a New Advanced Interface Profile You cannot change the settings of the preset profiles in the Advanced Interface. However, you can create new profiles and save them for future use. To create a new profile: 1.
  • Page 112: Display The Device Configuration

    Scanning with the TWAIN Interface from PaperPort Display the Device Configuration 1. Click the Device Configuration button on the Advanced Interface. The Device configuration window opens and shows the information about your scanner. See the section “Checking the Hardware and Setting the Lamp Power Saving”...
  • Page 113: Setting Up Your Scanner To Work With Paperport

    Setting up your scanner is a one-time-only process for each option from the Scanner drop-down list. Therefore, you may have to set up your scanner once each for TWAIN: Xerox DocuMate 520, WIA: Xerox DocuMate 520, and ISIS: Xerox DocuMate 520. The setup process, described below, is the same for each option.
  • Page 114 Scanning with the TWAIN Interface from PaperPort To set up your scanner: 1. From the Scanner drop-down list, select one of the options, such as Twain: Xerox DocuMate 520. 2. Click the Setup button. A window opens to begin the setup process.
  • Page 115 Scanning with the TWAIN Interface from PaperPort The next window is for checking the connection between your scanner and the computer. 5. Click Next. After the Setup Wizard checks the connections, the next window is displayed. It has a series of setup options, but only the Basic scan test is necessary because your scanner was already tested and calibrated when you installed the One Touch 4.0 software...
  • Page 116 Scanning with the TWAIN Interface from PaperPort The TWAIN Basic Interface opens. NOTE: If you are setting up the scanner for the WIA or ISIS scanning options, the WIA or ISIS interface opens instead. 7. Insert a page into the scanner, face up, and the Scan button on the Basic Interface will become active.
  • Page 117 Scanning with the TWAIN Interface from PaperPort The final Setup window opens to let you know the setup process is finished. 10. Click Finish. Your scanner is now set up for the scanning option you selected (in the example above, it’s the TWAIN option) and the Scan button on the PaperPort window will now become active.
  • Page 118: Scanning With The Wia Interface

    Scanning with the WIA Interface Scanning with the WIA Interface Microsoft Windows XP includes its own scanning interface—known as Windows Image Acquisition (WIA)—for acquiring images from scanners, digital cameras, and other digital devices. This section shows how to use Microsoft Paint to scan using the WIA interface, but you can use PaperPort and other Windows applications as well.
  • Page 119 Scanning with the WIA Interface The Scan using Xerox DocuMate 520 window opens.Use this window to select scanning options and start the scan process. 3. From the Paper Source drop-down list, choose Document Feeder to scan from the Automatic Document Feeder, or Flatbed to scan a from the Flatbed glass.
  • Page 120: Fine Tuning Your Scans

    Scanning with the WIA Interface 8. The scanned images will appear in Microsoft Paint (or other WIA application you’re using). Fine Tuning Your Scans You can select new settings before you scan an item to fine tune exactly how you want to scan a particular item. To select the scanner settings before you scan: DocuMate 520 Scanner User’s Guide...
  • Page 121 Scanning with the WIA Interface 1. On the scan window, click Adjust the quality of the scanned picture. The Advanced Properties dialog box opens. 2. Select the options for scanning. Brightness and Contrast—Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image.
  • Page 122: Scanning With The Isis Interface

    Scanning with the ISIS Interface Scanning with the ISIS Interface The ISIS interface for scanning is available from any One Touch button that has Configure Before Scan set as the Configuration, and ISIS selected as the interface to use. The interface is also available from ISIS scanning applications. If you are using an ISIS application to scan, please see its User’s Guide for the steps to open the interface.
  • Page 123 Scanning with the ISIS Interface To scan with the Automatic Document Feeder: 1. Click the Auto Feed tab at the top of the window. Click the Auto Feed tab. Click a button to choose the type of scan. Click Define to change the scan settings for the selected...
  • Page 124 Scanning with the ISIS Interface To scan with the Flatbed: 1. Click the Flatbed tab at the top of the window. Click the Flatbed tab. Click a button to choose the type of scan. Click Define to change the scan settings for the selected button.
  • Page 125: Adjusting The Isis Scan Settings

    Scanning with the ISIS Interface Adjusting the ISIS Scan Settings You can adjust the scan settings for the selected type of scan. NOTE: Options for the ISIS scan settings that are “grayed out” are not available. Grayed out options are not appropriate for your scanner.
  • Page 126 Scanning with the ISIS Interface To adjust the Custom Document settings: 1. Click the Custom Document button and click the Define button. The dialog box for Custom settings opens. Mode—Click the arrow and choose a scan mode. Black and White—The scanning pixels are all the same size and are either black or white.
  • Page 127 Scanning with the ISIS Interface Dots per inch—Click the menu arrow and choose a resolution (dpi). Your scanner can scan up to 600 dpi. Page Size—Click the menu arrow and choose a page size. Brightness—Drag the sliders or click the arrows to the right or left to adjust the brightness in small increments.
  • Page 128: Scanning From Isis In Other Applications

    The ISIS drivers were installed correctly during the installation of your scanner. The Scanner Selection dialog box will then appear. 2. Select Xerox DocuMate 520 from the list of scanners and click Your scanner is then ready to work with the ISIS driver. DocuMate 520 Scanner User’s Guide...
  • Page 129: Maintenance

    Maintenance Maintenance This section contains information about maintenance, troubleshooting, uninstalling, scanner specifications, and spare parts. Clearing Paper Jams If your scanner stops scanning due to a paper jam in the Automatic Document Feeder, a warning dialog box opens after a few moments.
  • Page 130: Care And Maintenance

    Maintenance Care and Maintenance Regular maintenance of your scanner can help to ensure continual optimal performance. Cleaning the Scanner Glass Scanning items that have excessive amounts of dirt or dust may dirty the glass. To ensure the best quality scanned item, wipe the scanner glass with a soft clean cloth to rid the glass of dust or other debris.
  • Page 131: Replacing The Adf Pad Assembly

    You received a replacement pad in the original scanner box, and you can also order a new one. See the “Xerox DocuMate 520 Parts List” on page 136 for ordering information. To replace the ADF Pad assembly: 1.
  • Page 132: Replacing The Roller Assembly

    After extended use, the roller may wear out and may need to be replaced. It is a user-replaceable part and can be ordered. See the section, “Xerox DocuMate 520 Parts List” on page 136 for the part number. Frequent paper jams are a symptom of a worn roller assembly. A worn roller can cause documents to feed in skewed at an angle, or multiple pages to feed at the same time.
  • Page 133 Maintenance 3. Squeeze the plastic clamp that holds the roller in place, and then rotate the clamp forward until the locking tabs are free from the ADF cover. 4. Gently slide the roller to the right until the left side is free from its mounting hole.
  • Page 134: Troubleshooting

    Maintenance Troubleshooting In addition to the troubleshooting information contained in this section, please see the Readme file on your installation CD. The Readme file contains additional information that may help you diagnose problems with the scanner. If you try the troubleshooting procedures described in this section and in the Readme file, and the scanner still has problems, you may have a malfunctioning scanner.
  • Page 135 They are interfering with the installation and One Touch options, and you need to remove those other drivers and re-install your Xerox DocuMate 520 scanner. Please see the documentation that you received with the other scanner for the steps to remove its driver programs.
  • Page 136 Automatic Document Feeder” on page 125. If that doesn’t solve the problem, the pad assembly may need to be replaced. It is user- replaceable. See “Xerox DocuMate 520 Parts List” on page 136 for the ordering number. See “Replacing the ADF Pad Assembly” on page 126 for the steps to replace the pad.
  • Page 137: Error Light Troubleshooting Codes

    Maintenance Error Light Troubleshooting Codes The status light indicates the current state of the scanner. Descriptions of the most common patterns are listed below. Contact Xerox Technical Support if you experience a different blinking pattern. Normal Operation • Blinking green: indicates the scanner is waking up from power saving and preparing to scan.
  • Page 138: Uninstalling Your Scanner

    Maintenance Uninstalling Your Scanner To uninstall the Xerox DocuMate 520 scanner, remove the One Touch software first, then remove PaperPort, or other scanner software. Step 1: Uninstalling the Scanner and One Touch Software 1. On the Windows taskbar, click Start, point to Settings, then click Control Panel.
  • Page 139: To Install Another Driver

    Maintenance To Install Another Driver Before you can install another driver for your scanner, you must remove the currently installed driver first. Then the new driver can be installed. 1. Uninstall the One Touch 4.0 driver. a. Open the Windows Control Panel. b.
  • Page 140: Documate 520 Scanner Specifications

    Maintenance DocuMate 520 Scanner Specifications Bit depth True 48-Bit color (internal), 16-Bit gray (internal), 1-Bit line art/text Scanning resolution Optical resolution: 600 x 1200 dpi, Hardware supersampling Interpolated resolution: 2400 dpi Maximum item sizes ADF Mode 8.5 x 14 inches (21.6 x 35.6 cm) Flatbed Mode 8.5 x 11.69 inches (21.6 x 29.7 cm) ADF Minimum item size 5 x 7 inches (12.7 x 17.8 cm)
  • Page 141: Xerox Documate 520 Parts List

    Maintenance Xerox DocuMate 520 Parts List Please use the following part names and numbers when ordering replacements for your DocuMate 520 scanner. Part Name Part Number Paper Guide 57-0097-000 Paper Guide Extension 57-0098-000 Paper Stop 57-0099-000 ADF Pad 57-0100-000 Roller Assembly...
  • Page 142: Notices

    Appendix A Notices It’s Illegal in the USA Congress, by statute, has forbidden the reproduction of the following subjects under certain circumstances. Penalties of fine or imprisonment may be imposed on those guilty of making such reproductions. 1. Obligations or Securities of the United States Government, such as: Certificates of Indebtedness National Bank Currency...
  • Page 143: It's Illegal In Canada

    4. Copyrighted material, unless permission of the copyright owner has been obtained or the reproduction falls within the “fair use” or library reproduction rights provisions of the copyright law. Further information of these provisions may be obtained from the Copyright Office, Library of Congress, Washington, D.C. 20559.
  • Page 144: Federal Communications Commission (Fcc) For Usa

    5. Proclamations, orders, regulations or appointments, or notices thereof (with intent to falsely cause same to purport to have been printed by the Queen’s Printer for Canada, or the equivalent printer for a province). 6. Marks, brands, seals, wrappers or designs used by or on behalf of the Government of Canada or of a province, the government of a state other than Canada or a department, board, Commission or agency established by the Government of...
  • Page 145: Energy Star For The Usa

    ASK-XEROX) to determine whether this Xerox product is part of the program. If your product is not part of the Xerox program and you are managing its disposal, please note that the product may contain lead and other materials whose disposal may be regulated due to environmental considerations.
  • Page 146: Index

    Index Numerics color filter 59 Comma Delimited 50 24-Bit Color 121 computer specifications 4 256-Level Gray 121 Configure Before Scan 64, 117 Contrast 56, 101, 116, 120 create single page items check box 92 csv file format 50 ADF 3 ADF cable 3 ADF pad assembly replace 126...
  • Page 147 Index Halftone 121 Normal PDF 51, 72 help 4, 92 nPDF 48, 51, 72 help information 129 htm file format 50 HTML Document 50 HTML page 80 OCR 10, 49 HTML Web Page 79 columns 70 hue 59 optical character recognition 65 tables 71 OCR Dictionary 67 OCR Options 66...
  • Page 148 Index true page 71 TWAIN 64, 78 saturation 59, 102 TWAIN standard 89 scan file name 91 from PaperPort 89 multiple pages 27 uninstall 133 Scan Configuration 36 USB port 3, 16 Scan Info box 105 scan with event forwarding 77 scanner buttons 30 watermark, remove 59...
  • Page 149 05-0595-200...

This manual is also suitable for:

Documate 520