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I.R.I.S. POWERSCAN 9.5 User Manual

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Summary of Contents for I.R.I.S. POWERSCAN 9.5

  • Page 1     Version 9.5  User Guide...

  • Page 3: Table Of Contents

    IRISPowerscan – User Guide Table of Contents  .......................... 1   Copyrights  this guide  ........................ 3   About Chapter 1 About IRISPowerscan  .................... 5   ? .................... 5 What is IRISPowerscan     How to use IRISPowerscan?  ......................  7   IRISPowerscan processing steps  ......................  9   Software versions  .........................  1 0   Supported scanners  ........................  1 1 Chapter 2  Installation ...................... 13  ...
  • Page 4 Table of Contents   Using a Template Project  ......................  2 9   Creating a project .........................  3 2   Importing/exporting a project ......................  3 3   User interface  ..........................  3 5 Panes ................................  3 6  Toolbars ..............................  3 8  Viewer...............................  3 9  Slider  .................................  4 0    Available workspaces ........................  4 0 Chapter 4  Software Options ...
  • Page 5 IRISPowerscan – User Guide Capturing template images ........................  6 0  Defining barcodes  .............................  6 1  Defining OCR zones...........................  6 4  Setting barcode properties ........................  6 6  Setting a mask syntax ..........................  7 2  Setting OCR zone properties  ........................  7 3  General barcode and OCR properties  .......................  7 6  Testing barcodes and OCR zones  ......................  7 8  Patch code ..............................  7 9  Defining and using patch codes ........................  7 9  Testing the patch codes ...
  • Page 6 Table of Contents   Processing ..........................  1 01 Processing options  ............................  1 01  Connectors ..............................  1 05  Built‐in connectors..........................  1 06  Extended connectors ..........................  1 07  User‐built connectors ..........................  1 08  Extended connectors  ............................  1 08  About the extended connectors ......................  1 08  Configuring the general options ......................  1 10  Configuring the indexing options  ......................  1 17  Configuring the advanced options ...
  • Page 7 IRISPowerscan – User Guide Creating new batches/documents  ......................  1 42  Attaching documents  ..........................  1 44  Inserting pages ............................  1 44  Rescanning pages ...........................  1 45  Chapter 7  Index validation  .................... 147    Index validation  ..........................  1 47   Indexing tasks..........................  1 48 Indexing operations ..........................  1 48    Indexing tools  ..........................  1 49 Indexing tools ............................ ...
  • Page 8 Table of Contents (Re)organizing images..........................  1 63  Reordering images  ..........................  1 65  Splitting and merging  ..........................  1 65  Chapter 9  Output processing ..................... 167    Output processing ........................  1 67 Index  .......................... 169    viii...

  • Page 9: Copyrights

    IRISPowerscan – User Guide Copyrights Copyrights ©2002-2010 I.R.I.S. All Rights Reserved. IPS95-adel100902-01 I.R.I.S. detains the copyrights of the IRISPowerscan software, of the on-line help system and of this publication. The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S.

  • Page 11: About This Guide

    IRISPowerscan – User Guide About this guide Important note about this guide's contents IRISPowerscan's complete user guide is available in English, French and German. The other language versions of this user guide correspond to a shorter version of the guide. They are limited to the main start up steps for installing and using the software.

  • Page 13: Chapter 1 About Irisp Owerscan

    IRISPowerscan – User Guide HAPTER IRISP BOUT OWERSCAN IRISP HAT IS OWERSCAN IRISPowerscan is a powerful scanning and OCR software solution that offers to: - scan all your documents at an extremely high speed, - sort and index them, - enhance the document images, - convert them into fully searchable files, - generate a variety of output files : PDF files, highly compressed color iHQC...
  • Page 14 Chapter 1 – About IRISPowerscan the document layout, etc. to identify the document types. The software not only sorts the documents but also indexes them. The indexing values are directly extracted from the documents (barcodes, type-written data (OCR), hand-written data (ICR), etc.), and/or picked up from the system data.

  • Page 15: How To Use Irisp Owerscan

    IRISPowerscan – User Guide Compression) technology that offers extremely high image compression. Output formats and connectors IRISPowerscan offers a large series of services and connectors to define the documents output formats and connect to other applications. IRISPowerscan’s full list of features The full list of IRISPowerscan’s features is detailed in the IRISPowerscan datasheet.
  • Page 16 Chapter 1 – About IRISPowerscan Quick Projects Quick projects offer to use some standard features of IRISPowerscan in just a few mouse clicks. You will simply open a project, scan your documents, and export them to whatever format proposed in the list (Word, PDF, Excel). (See: Starting up, Using a Quick Project).

  • Page 17: Irisp Owerscan Processing Steps

    IRISPowerscan – User Guide 2. Refine or modify the default settings (Project Setup) If the pre-configured project you have chosen does not totally match your needs, you can refine or change some of its default settings. The project settings can be accessed from the user interface, in the Project Setup window.

  • Page 18: Software Versions

    Chapter 1 – About IRISPowerscan As soon as the documents have been scanned (and automatically indexed), their index cards are ready for validation in the user interface. You will then be able to check the displayed index values, then correct them by means of the available indexing tools. See: Index validation.

  • Page 19: Supported Scanners

    IRISPowerscan – User Guide – Licensing dependent on the speed Demo version – Same as IRISPowerscan Full but without hardware key and the ability to scan or import files – Used in emulation mode with the in-built image sets – Allows the user to ‘experience’ IRISPowerscan™ for free Startup version –...

  • Page 21: Chapter 2  Installation

    IRISPowerscan – User Guide HAPTER NSTALLATION YSTEM REQUIREMENTS Here is the minimum system configuration required to use IRISPowerscan: • An Intel® Pentium® or equivalent. An Intel® Pentium® IV 2GHz or equivalent is recommended. • 512 MB RAM. 1 GB RAM is recommended. •...
  • Page 22 Chapter 2 – Installation • Click on Install IRISPowerscan Software. • Choose the language of the software user interface. • Choose the destination folder for the software. Click Next to install to the default folder, or click Change to install to a different folder.
  • Page 23 IRISPowerscan – User Guide • Click on Install to actually launch the installation. Wait until the installation is complete, then click on Finish to close the installation program. The software is dongle protected. Once the installation is complete, you must insert the hardware key provided with the CD-ROM into the parallel or USB port of your PC.

  • Page 24: Installing Your Scanner

    Chapter 2 – Installation NSTALLING YOUR SCANNER 1. Install your scanner driver Your scanner is provided with scanner drivers that must be installed on your computer. To install your scanner, you must first insert your scanner driver installation CD-ROM into your computer CD-ROM drive and run the installation.

  • Page 25: Uninstalling Irispowerscan

    IRISPowerscan – User Guide Scanning parameters Before you start the actual scanning, you will have to define the scanning parameters. Refer to the section on Scanning operations, Page setup. Twain user interface When using a scanner equipped with a Twain driver 1.9 or higher for the first time, do not forget to configure the scanner Twain user interface.

  • Page 26: How To Get Product Support

    Chapter 2 – Installation • From the Windows Start menu, select Control Panel, and access the list of installed programs. • Select IRISPowerscan from the list and click the Uninstall button to remove the software. • Follow the on-screen instructions. OW TO GET PRODUCT SUPPORT To get technical support, please visit our website at www.irislink.com/support...
  • Page 27 IRISPowerscan – User Guide "Copy the message to clipboard" to send an e-mail to I.R.I.S., or phone I.R.I.S. during working hours, and you will receive your software key*. (*) Another way of registering your software is to send in or fax the registration card provided with your DVD box.
  • Page 28 Chapter 2 – Installation...

  • Page 29: Chapter 3 Starting Up

    IRISPowerscan – User Guide HAPTER TARTING UP ONFIGURING YOUR ANTI VIRUS The anti-virus installed on your PC scrutinizes all the files that are being written on your hard disk. This may dramatically slow down the writing speed of the images being scanned with IRISPowerscan. Your target production level may thus not be reached.
  • Page 30 Chapter 3 – Starting up Tip: You may also launch one of the Quick Projects available in IRISPowerscan and directly start the scanning. See: About IRISPowerscan, How to use IRISPowerscan, and Starting up, Using a Quick Project. • If you start IRISPowerscan for the first time, you are automatically prompted to register the application.

  • Page 31: Start Up Window

    IRISPowerscan – User Guide TART UP WINDOW The Start up window contains five windows: Actions, Help, System, Projects, and About (at the bottom) The Actions window (on the left) The Actions window offers to act on the project selected in the...
  • Page 32 Chapter 3 – Starting up Projects window. The available actions are: - Open a project, - Create a project, based on an existing project, - Delete a project, - Import a project, - Export a project. The Help window (on the left) The Help window gives access to: - The Tutorial - The user Manual (in the language chosen for the user interface),...

  • Page 33: Using A Quick Project

    IRISPowerscan – User Guide SING A UICK ROJECT Five Quick Projects are available in the Start up window. These projects can be used as such. You will thus be able to directly scan and convert your files into one of the proposed output formats (Word, PDF, PDF/iHQC, PDF/A, Excel).
  • Page 34 Chapter 3 – Starting up • Scan to Excel: Set to scan documents in color and black&white and generate one SpreadsheetML file. Resolution : 200 dpi How to use a Quick Project? A quick project is set to be directly ready for use, without having to go through project configuration.

  • Page 35: Using A Solution Package

    IRISPowerscan – User Guide for the chosen quick project. 2. Change its project setup In the new project, change the project settings according to your needs. See the chapter on Project setup. SING A OLUTION ACKAGE Two Solution Packages are available in the Start up window. These solutions can be used as such.
  • Page 36 Chapter 3 – Starting up 1. Check the default scanning parameters Before you start scanning, you must carefully check the scanning parameters. This is done in the Page Setup window. See: Scanning, Page Setup. 2. Launch the scanning You can then launch the scanning: put your documents in the scanner paper feeder and launch the scanning.

  • Page 37: Using A Template Project

    IRISPowerscan – User Guide SING A EMPLATE ROJECT A series of Template Projects are available in the Start up window. These projects offer to use the advanced features of IRISPowerscan such as: document sorting, automatic indexing, etc. Some of the projects can be used as such, but many will have to be refined if you want to make them fit your very particular needs.
  • Page 38 Chapter 3 – Starting up The types of images to be generated... - Do you wish to generate color, bitonal or/and black&white images? - What should their resolution be? - What is the output format required: JPEG2000, PDF, PDF iHQC, etc.? The document identification method...
  • Page 39 IRISPowerscan – User Guide 1. Create a project based on the chosen template You must create your own project, rather than change the template itself. By doing so, the template will still be used as such. Your project will have its own name and configuration. See: Starting up, Creating a project.

  • Page 40: Creating A Project

    Chapter 3 – Starting up REATING A PROJECT Why create a new project? Most of the projects proposed in the Start up window can be used as such. You can simply open them and directly start with the scanning and processing. However, if you intend to change the default settings of a project, it is highly recommended that you first create your own project - based on the chosen project -, then change the settings.

  • Page 41: Importing/Exporting A Project

    IRISPowerscan – User Guide Open in the Actions window), check and refine its settings in the Project Setup window (see: Project setup), then start the actual production workflow in IRISPowerscan. MPORTING EXPORTING A PROJECT ! Feature available in IRISPowerscan Full Version only The Import/Export feature of IRISPowerscan will be used if: - you want to share the same project configuration with several people, or if...
  • Page 42 Chapter 3 – Starting up • Select the required options in the Project Export window and choose a destination folder for the export. - Export scan cache images: select this option if you want the scan cache images to be exported (this is necessary if you still need to work on the images).

  • Page 43: User Interface

    IRISPowerscan – User Guide To import a project: • From the Start up window*, click on Import in the Actions window. (*) If you import a project into an upgraded version of IRISPowerscan, open the new version of IRISPowerscan and click on Import. •...

  • Page 44: Panes

    Chapter 3 – Starting up Panes The number of panes displayed on screen depends on the workspace chosen (see: Starting up, Workspaces). All panes are resizable: use the horizontal and vertical resize pointers to resize them. The panes can be minimized and restored by a simple click on their title bars. The panes' contents can be displayed in a separate window: click on the Plus sign in the title bar to open a separate window.
  • Page 45 IRISPowerscan – User Guide • The Batches pane displays the hierarchical structure of the scanned objects (batches, documents, pages). From this pane, you can delete, cut, copy, paste an object, drag & drop objects, split or merge them. • The Index pane lists the index fields that are being filled out for the current batch and/or document.

  • Page 46: Toolbars

    Chapter 3 – Starting up • The Properties pane displays the basic properties of the object selected in the explorer. • The Speedometer displays the medium speed with which IRISPowerscan is scanning the documents. Toolbars All toobars are dockable. A tooltip appears each time the cursor slides over their icons.

  • Page 47: Viewer

    IRISPowerscan – User Guide • The Scanner bar gives access to all main scanning parameters. The other scanning parameters are defined in the Page Setup window (choose Page> Setup from the Settings menu). • The Browse bar (top right part) offers to navigate through the document structure (batches/documents/pages).

  • Page 48: Slider

    Chapter 3 – Starting up The image headers bear icons, numbers, flags. Images displayed on a light grey background are front pages. Images displayed on a dark grey background are rear pages. Slider The slider offers to easily browse through the images of the object selected in the Batches pane.
  • Page 49 IRISPowerscan – User Guide The list of default workspaces directly depends on the user's profile To customize a workspace: The user can to a certain extend* customize the workspace(s) to which he has access. (*) Full customization of the workspaces can be handled by administrators only. See: Software Options, Workspaces.

  • Page 51: Chapter 4 Software Options

    IRISPowerscan – User Guide HAPTER OFTWARE PTIONS OFTWARE OPTIONS Features available for system administrators only. Note: The default automatic login when starting IRISPowerscan for the first time is SysAdmin (case sensitive), which is assigned to the application's system administrator. System administrators of IRISPowerscan can set the software options.

  • Page 52: General Options

    Chapter 4 – Software Options ENERAL OPTIONS Features available for system administrators only. System administrators of IRISPowerscan can set the software general options. To set the software general options: • Select Options from the Settings drop-down menu (either from the Start up window or from the user interface). •...

  • Page 53: User Profiles

    IRISPowerscan – User Guide Unit: choose the unit in which the dimensions of the images must be given in the application SER PROFILES Features available for system administrators only. System administrators of IRISPowerscan can define the users, user groups, and user profiles. In IRISPowerscan, user profiles are referred to as roles.
  • Page 54 Chapter 4 – Software Options have access. Workspaces Select/deselect the workspaces to which the users having this role will have access. Creating and modifying users Select the Users tab, use the Add/Modify buttons, and introduce the needed data in the user's properties window. General Name: user's name (e.g.: fdupont).
  • Page 55 IRISPowerscan – User Guide If you do so, remember to make sure that this option is deactivated in the system administrator profile. Roles Assign one or several roles to the user. Groups Assign one several groups to the user. Creating and modifying groups Select the Groups tab, use the Add/Modify buttons, and introduce the needed data.

  • Page 56: Workspaces

    Chapter 4 – Software Options ORKSPACES Features available for system administrators only. System administrators of IRISPowerscan can customize any of the workspaces available in the application, or even create new workspaces and assign them to the various users. To customize a workspace: •...
  • Page 57 IRISPowerscan – User Guide Filter tab: This tab allows you to define a filter to be applied on the viewer. You can ask the application to show, hide, select, or flag certain images (front/rear, bitonal/grayscale/color) matching certain conditions (e.g.: size is less than x, etc. When pressing on the Filter button in the viewer, IRISPowerscan will apply the filter.

  • Page 58: Shortcuts

    Chapter 4 – Software Options • Click on Add to add the new workspace, give it a name, a description, and select the required options in the 3 tabs (General, Filter, Advanced) (see above), then click OK to save the settings. •...

  • Page 59: Advanced

    IRISPowerscan – User Guide • Select the shortcut in the list, then press the desired key on your keyboard. To reset the shortcuts: • Click on Reset. The default shortcuts definitions will be reloaded. DVANCED Features available for system administrators only. System administrators of IRISPowerscan can set the necessary parameters to use the Shared Drive Add-on to IRISPowerscan.
  • Page 60 Chapter 4 – Software Options System administrators can also set a batch counter which is not linked to the projects. To set the Batch counter: • Set the number of the first batch. Once the maximum number is reached, the counter is reset to the minimum number (in this case: 1).

  • Page 61: Chapter 5 Project Setup

    IRISPowerscan – User Guide HAPTER ROJECT SETUP ROJECT SETUP If the configuration of the project chosen in the Start Up window does not totally fit your needs, you can refine or modify its settings in the Project Setup window. To access the Project Setup window: •...

  • Page 62: General

    Chapter 5 – Project Setup in the following Project Setup tabs: General Scanning Indexing Processing Security ENERAL Project options To set the project's general options, select or fill in the required fields in the General tab of the Project Setup window (see: Project Setup).
  • Page 63 IRISPowerscan – User Guide Location: folder name of the physical location of the project (in this case: C:\IRISPowerScan\Common\Apps\IRISproject) Size You can set a limit to the size of your batches/documents (in number of documents/pages). During the scanning, the software will automatically display a warning message each time it gets to the limit.

  • Page 64: Scanning

    Chapter 5 – Project Setup Workspaces Determine the order in which the workspaces will appear in the user interface. Select the required and use the Move Up and Move Down buttons on the right. Event Handlers Use this option if you want to change the standard behavior of the application: you will then link another program to the application thanks to an API.
  • Page 65 IRISPowerscan – User Guide Separation (based on batch or document counter) The batch/document separation procedure is based on the number of objects they contain. Batch Level: set the number of documents after which the software must automatically create a new batch. Reset document counter (default): if you check this box, the document counter is reset to 1 each time a new batch is being created.
  • Page 66 Chapter 5 – Project Setup Seal document: tick this option to seal your documents as soon as the scanner stops scanning. If a document is sealed, you will no longer be able to scan new pages in it. To unseal a document: get to the main application window, Batches pane, and select the document to be unsealed.

  • Page 67: Barcode/Ocr

    IRISPowerscan – User Guide format, without taking into account what has been defined at scanner level. Never: select this option in order never to compress the images and thus produce BMP images. Caution: This will slow down the scanning. Barcode/OCR Barcode and OCR setup The Barcode/OCR Setup module is used to define the barcodes/OCR zones to be automatically read on the images.

  • Page 68: Capturing Template Images

    Chapter 5 – Project Setup The Barcode and OCR Setup window allows you to scan an image and define general properties for all defined barcodes/OCR zones, as well as barcode/OCR zone-specific properties. You must first select your template image in the Image drop-down list before barcode/OCR zones can be defined.

  • Page 69: Defining Barcodes

    IRISPowerscan – User Guide • Enter a name in the Image name field. The image name should not contain the following special characters: ", ?, *, ., >, <, /, \ • Position the document in the feeder and click on the Scan button. The image appears in the Scan Image window.
  • Page 70 Chapter 5 – Project Setup already contains template zones, these will directly appear on screen. What to do with the default template barcodes? The template project that you have chosen when starting your project (see: Starting up, Creating a project) is provided with template images and default template zones.
  • Page 71 IRISPowerscan – User Guide Note Barcode zones are project-specific; not image-specific. Therefore, displaying a new image will continue to display the zones as defined. • Define the barcode properties in the Barcode Zone Properties window. See: Project setup, Scanning, Barcode/OCR, Setting the barcode properties.

  • Page 72: Defining Ocr Zones

    Chapter 5 – Project Setup Defining OCR zones To define an OCR zone on a template image: • From the Project Setup Scanning tab, select Barcode/OCR to access the Barcode and OCR Setup window. If your project already contains template zones, these will directly appear on screen.
  • Page 73 IRISPowerscan – User Guide • Place your cursor at the top left corner of the OCR zone. Click the left mouse button and drag the cursor until a rectangle is drawn around the OCR zone. The barcode will be enclosed in a green box. Tip: For variable length and height, make sure that you draw the zone large enough to capture all the data.

  • Page 74: Setting Barcode Properties

    Chapter 5 – Project Setup Deleting the OCR zone You can always delete any OCR zone. Select the OCR zone and right-click to access the context menu. Click Delete Selected Barcode or OCR Zone. Setting barcode properties Once a barcode has been located on a document template, you can define its properties (size, type, name, etc.).
  • Page 75 IRISPowerscan – User Guide barcode properties (see: Scanning, Barcode/OCR, General barcode and OCR properties). Label: name of the barcode*. This name identifies the barcode and, if the barcode is used as an index field, it will appear in the Index Setup as BC_[Label] (see: Indexing, Defining index fields).
  • Page 76 Chapter 5 – Project Setup Position: indicate the position of the barcode on the template image. Anywhere: if the barcode can appear anywhere on the image (the rectangle around the barcode will become blue). Zone: if the barcode is always positioned at the same place (the position is indicated by drawing the barcode on the template image (see: Project setup, Scanning, Barcode/OCR, Defining barcodes).
  • Page 77 IRISPowerscan – User Guide Significant skew: enable this option if there is a possibility that barcodes could be skewed on a page. Significant skew means more that 15 degrees. Confidence: enter a confidence level if you want to restrict what the software will consider to be a successful reading.
  • Page 78 Chapter 5 – Project Setup - Separate documents - Create attachments. No separation: if you choose this option, you must indicate what level the barcode is located on. Barcodes can be found at batch level or document level. Batch level: the barcode is located at batch level; barcodes that are located on the batch level or that separate batches are available for batch and document indexing.
  • Page 79 IRISPowerscan – User Guide barcode that started the new document. (This is important when inserts are used for the purpose of document separation and do not contain any significant information. The barcode, however, is still available for document level indexing). (Remember to select Rotate based on barcode if you want to rotate all the pages in the document in the in the same orientation as the orientation of the barcode of the document.

  • Page 80: Setting A Mask Syntax

    Chapter 5 – Project Setup Setting a mask syntax The barcode masks are defined according to a mask syntax. They are used to validate the values detected on the documents, such as, for example, the index field values. A mask is made of characters that correspond to different values: A = alphabetic character (from A to Z and a to z) X = alphanumeric character 9 = a digit (from 0 to 9)

  • Page 81: Setting Ocr Zone Properties

    IRISPowerscan – User Guide M = alphabetic Y = alphanumeric H = any character m = minute s = second t = time E.g.: DDMMYY => 240309 D(2)M(2)Y(4) => 24032009 or 2439 H(2)”h”mm => 15h30 or 9h05, etc. Setting OCR zone properties Once an OCR zone has been located on a document template, you can define its properties (size, language, etc.).
  • Page 82 Chapter 5 – Project Setup Label: enter a name for the OCR zone. This name identifies the OCR zone and will appear in the Index Setup as OCR_[Label] in the list of default values (see: Indexing, Defining index fields). (*) The label will appear in the top left corner of the barcode zone (in green) by clicking on on the Barcode and OCR Setup window toolbar).
  • Page 83 IRISPowerscan – User Guide - Separate documents - Create attachments. No separation: if you choose this option, you must indicate what level the OCR zone is located on. OCR zones can be found at batch level or document level. Batch level: OCR zones that are located on the batch level or that separate batches are available for batch and document indexing.

  • Page 84: General Barcode And Ocr Properties

    Chapter 5 – Project Setup Separation triggered by change of value: check this option if you want the separation to take place only if the OCR value changes. Properties Language: select the language of the OCR zone in the drop-down list.
  • Page 85 IRISPowerscan – User Guide • From the Barcode and OCR Setup window (Barcode/OCR section), select the General Barcode and OCR Properties button and fill in the required options. Click OK to confirm. Extract barcodes/OCR from images between: enter values in the minimum and maximum fields.

  • Page 86: Testing Barcodes And Ocr Zones

    Chapter 5 – Project Setup Testing barcodes and OCR zones You can test the reading of your barcodes and OCR zones. The extracted values will be displayed in the Barcode and OCR values window. To test a selected barcode or OCR zone: •...

  • Page 87: Patch Code

    IRISPowerscan – User Guide X and Y: are coordinates of the upper left corner of the barcode/OCR zone. The coordinates are in 1/100 of an inch and represent the distance of the zone from the upper left corner of the image.
  • Page 88 Chapter 5 – Project Setup Batch separation: to make the software create a new batch when detecting the selected patch code. Document separation: to make the software create a new document when detecting the selected patch code. Create attachment: to make the software create an attachment when detecting the selected patch code.

  • Page 89: Testing The Patch Codes

    IRISPowerscan – User Guide Testing the patch codes The Patch Code Setup window also enables to test your document patch codes. Simply select an image in the right part of the window (drop-down list) and IRISPowerscan will test whether the patch code can be properly detected.

  • Page 90: Blank Page

    Chapter 5 – Project Setup Image is 180° rotated: tick this option to also test a patch code after rotating the image by 180°. Blank page Defining and using blank pages The Blank Page module is used to define the blank pages that will be used to separate the batches/documents.
  • Page 91 IRISPowerscan – User Guide Detection method Format: select the type of image for which you want to set up the detection method. (The detection method can be different for black&white and color/grayscale images). Image size is below: set the image size in number of bytes. Below the defined threshold, the page will be considered as blank.
  • Page 92 Chapter 5 – Project Setup Create attachment: to make the software create an attachment when detecting a blank page*. (*) Both front and rear images are blank Delete page: to make the software delete the detected blank pages*. (*) Both front and rear images are blank Delete image: to make the software delete the detected blank images.

  • Page 93: Image Processing

    IRISPowerscan – User Guide Image processing Defining image processing operations The Image Processing module is used to define the image processing to be carried out on the images (contrast, binarization, deskew, despeckle, black border removal, etc.), either during the scanning, or after it. The image processing to be performed during the scanning is set at Project Setup level and is described below.
  • Page 94 Chapter 5 – Project Setup processing operation (see the Image Processing window below, right part of the window). Each IRISPowerscan project comes with a series of test images (click the drop-down arrow on the right), but you can also use your own test images.
  • Page 95 IRISPowerscan – User Guide • In the left part of the Image Processing window, define your processing settings. General tab Deskew: to have the software automatically deskew the images. Remove black borders: to have the software remove the image black borders. Autorotate: to have the software automatically rotate your images.
  • Page 96 Chapter 5 – Project Setup Despeckle: to have the software remove the noise (little dots) present on the images. Determine the dots' size with the slider. Remove lines: to remove the lines present on the images. Determine the lines' size (in inches) with the slider. Color tab (for color images only) Advanced Settings Contrast: to set the image contrast.
  • Page 97 IRISPowerscan – User Guide Binarize: if you want the software to binarize your images. (IRISPowerscan is able to work in dual-stream with any scanner, i.e. to produce bitonal images from color images). Always: to make the software always binarize the images and keep the bitonal images after the scanning.
  • Page 98 Chapter 5 – Project Setup Tip: Test the Binarize options on the images selected in the right part of the Image Processing window before you set the final parameters. • Click OK to confirm your settings. To save your image processing model: - In the General tab, click Save As.

  • Page 99: Stamp

    IRISPowerscan – User Guide Stamp Adding stamps on images The Stamp module is used to add stamps to be placed on the document images, e.g.: the user name and the scanning date. To access the Stamp window: • From the Project Setup Scanning tab, select the Stamp icon on the right.

  • Page 100: Indexing

    Chapter 5 – Project Setup NDEXING Indexing The Indexing tab (of the Project Setup window, see: Project Setup) is used to define the indexing fields that will be automatically filled in by IRISPowerscan at batch and document level. The validation of the indexing is handled by the user. It can be done either during the scanning or after the scanning.
  • Page 101 IRISPowerscan – User Guide • In the Setup Index Types dialog box, click on Add to add a new type. In the Index type dialog box, fill in the required information and click on OK to confirm. Label: type in the name of the batch/document type; this name that will appear in the Index pane.

  • Page 102: Defining Index Fields

    Chapter 5 – Project Setup If the scanning date is January, the value extracted from the barcode is "Contract". The document corresponds to the first type (i.e.: Contract 01). To define the formula, refer to: Project setup, Indexing, Defining value formulas. Defining index fields For each type of batch or document to be processed in IRISPowerscan, you can define an unlimited number of index...
  • Page 103 IRISPowerscan – User Guide General tab Label: name of the field to be displayed in the Index pane. Description: describe the field's content. Type: type of the field (text, number, date). The Custom type can be used to extend the field type. This enables to specify a culture for the Date (Time) fields, the decimals for numbers, currency, etc.
  • Page 104 Chapter 5 – Project Setup the list, and/or choose a barcode/OCR formula (these are set up using the Barcode/OCR section). To define the formula, refer to: Project setup, Indexing, Defining value formulas. Minimum Length: define the minimum number of characters to be contained in the value.
  • Page 105 IRISPowerscan – User Guide Values: define a list of possible values. In some cases, it is very useful to define values as pairs made of a CODE and a DATA. CODE is the value that will be stored (and exported), DATA is the value being displayed in the Index pane.

  • Page 106: Setting Batch/Document Names

    Chapter 5 – Project Setup Padding: numeric values can be automatically padded with leading zero's in order to match the number of characters specified. Introduce the total number of characters to be contained in the field. Setting batch/document names The names you assign to your batches/documents will appear in the explorer (Batches pane) while the documents are being scanned.

  • Page 107: Defining Value Formulas

    IRISPowerscan – User Guide Defining value formulas Formulas are expressions that determine a value's contents. They are evaluated by the software during the scanning or when a batch/document is being created. Formulas can be used to: - (Re)name a batch or a document (see: Project setup, Indexing, Setting batch/document names) - Automatically fill in index fields (see: Project setup, Indexing, Defining index fields)
  • Page 108 Chapter 5 – Project Setup E.g.: Typically, you can build unique batch identifier like this: <STATION_ID>"_"<BATCH_ID>"("<DATE_MDY>" "<TIME_24>")" Tip: <LAST_VALUE> is the latest value of a particular index field. You can extract some part of the variable specifying the offset (position of the first character) and the length. <variable>[p;n] extracts n characters at offset p.

  • Page 109: Datalink

    IRISPowerscan – User Guide DataLink The DataLink tab offers to establish a connection between IRISPowerscan and an external database. The objective is to validate the index values extracted from the documents against a list of valid values defined in the external database. See: Project setup, Indexing, Defining index fields.
  • Page 110 Chapter 5 – Project Setup document creation, as well as the connectors to export your data to other applications or repositories. The service that is embedded in IRISPowerscan is IRISDocument 9.0. IRISDocument allows you to perform OCR (Optical Character Recognition) on your scanned documents, enhance and hyper- compress them and convert them into a wide range of text- searchable output formats.
  • Page 111 IRISPowerscan – User Guide Path: confirm the proposed location path for the output files, or browse for another location. Options Automatic processing: if you check this option, the user will be prompted to launch the processing once the scanning is complete and all index fields are valid.
  • Page 112 Chapter 5 – Project Setup have to wait for the processing to finish before he starts to scan again. Delete batch: if you select this option, the batch is deleted after processing and it disappears from the Batches pane. If you do not select it, the user will be able to see the processing results in the viewer.

  • Page 113: Connectors

    IRISPowerscan – User Guide Tip: If you activate both a service and a connector, the documents generated by the service will be available for the connector. ONNECTORS IRISPowerscan offers several types of connectors: built-in connectors, extended connectors and user-built connectors. To access the connectors: •...

  • Page 114: Built-In Connectors

    Chapter 5 – Project Setup Built-in connectors The built-in connectors can be subdivided into three categories: • basic image format connectors The Basic image format connectors convert your scanned documents into image files. The following image file formats are supported: Multi-page TIFF, Single-page TIFF and PDF (image).

  • Page 115: Extended Connectors

    IRISPowerscan – User Guide o Then click OK. The connector will now be available in the Connector list. Extended connectors The extended connectors convert your scanned documents into image files and text-searchable documents (via the IRISDocument service) and offer advanced storage, indexing and export options.

  • Page 116: User-Built Connectors

    Chapter 5 – Project Setup For more information about the extended connectors, and how to configure them, refer to the About the extended connectors section below. Note: the list of connectors in IRISPowerscan is not exhaustive and can be extended. User-built connectors Users can build their own IRISPowerscan connectors by means of an I.R.I.S.
  • Page 117 IRISPowerscan – User Guide By default, these connectors convert your scanned documents into multi-page TIFF, single-page TIFF and BMP files respectively, and apply pre-configured storage and indexing options: • Extended Multi-page TIFF converts your scanned documents into a single TIFF file per batch and stores it in the batch process path.

  • Page 118: Configuring The General Options

    Chapter 5 – Project Setup Customizing the extended connectors • Select the desired extended connector from the list and click Setup. • The configuration of the extended connectors is divided over three tabs, in which the different options are grouped: o the General tab o the Indexing tab o the Advanced tab...
  • Page 119 IRISPowerscan – User Guide • In the Format lists, select which type of image file you want IRISPowerscan to generate for Bitonal and Color/Grayscale images. • Click the Options buttons to configure the compression settings of the image formats.
  • Page 120 Chapter 5 – Project Setup • When you are done, click OK to close the image compression options. • If you are using the IRISDocument service to convert your scanned documents into text-searchable output documents, select Document on the General tab. •...
  • Page 121 IRISPowerscan – User Guide a single file per batch, document or image. A formula consists of variable fields and absolute values. The absolute values are put between double quotation marks. During the examination of a formula, IRISPowerscan replaces the variable fields by their absolute and maintains the absolute values (while leaving out the quotation marks).
  • Page 122 Chapter 5 – Project Setup Examples of formulas Description A single image file will be created per batch Example C:\IRISPowerscan\Batches\Batch 01.TIFF <BATCH_PROCESS_PATH>"\"<BATCH_NAME><FILE_EXTE Formula NSION> Description An image file will be created per document Example C:\IRISPowerscan\Batches\Batch 02\Document 1_1_2.PDF <BATCH_PROCESS_PATH>"\"<BATCH_NAME>"\"<DOCUME Formula NT_NAME><FILE_EXTENSION> Description An image file will be created per document type Example C:\IRISPowerscan\Batches\Invoice.PDF...
  • Page 123 IRISPowerscan – User Guide By means of the Browse button you can for instance select D:\Backup instead of the standard C:\IRISPowerscan\Batches. Other general options Counter The general options of the extended connectors contain a counter. It counts all the batches, documents, pages and images that are exported via the extended connector.
  • Page 124 Chapter 5 – Project Setup Rotate The images that are exported can be rotated by 90°, 180° and 270°. Stamp A stamp can be put on your documents. This stamp can identify the user who scanned the documents, the time of scanning, the document name, etc.

  • Page 125: Configuring The Indexing Options

    IRISPowerscan – User Guide • Select the Fields you want to add to the stamp and then click Add. For instance: <STATION_ID>"\"<USER_NAME>"\"<TIME_HH_24>" • Click OK to close the settings. • To determine where on your documents the stamp will be put, click the Options button.
  • Page 126 Chapter 5 – Project Setup Example of XML index file To configure the indexing options: • Click the Indexing tab of the connector you selected to access the Indexing options.
  • Page 127 IRISPowerscan – User Guide To generate an XML index file: • Select the option Produce XML index file. Note: the other 3 options generate CSV index files. • Click the Browse button to determine in which location the XML index file will be stored. Formulas are used to determine the location of the index files.
  • Page 128 Chapter 5 – Project Setup - generate 1 XML file per document: <BATCH_PROCESS_PATH>"\"<BATCH_NAME>"\"<DOCU MENT_NAME>.XML For more information on how to use formulas, refer to the section Configuring the general options. • Select the Text separators, Field delimiters and Character encoding you want to use, then click OK to close the settings. To generate a CSV index file: •...

  • Page 129: Configuring The Advanced Options

    IRISPowerscan – User Guide • Select the Text separators, Field delimiters and Character encoding you want to use, then click OK to close the settings. • When you are done configuring the indexing options, click OK to close the options or move to the Advanced tabs to configure those options.
  • Page 130 Chapter 5 – Project Setup documents and proves 2) that the documents have not been modified since the scanning, 3) that any content has been added or 4) removed since the scanning and 5) that the order of the images has not been changed.
  • Page 131 IRISPowerscan – User Guide Header • Select Header to generate an index file per image. • Click the Browse button to select in which location this index file will be stored. • Then click Setup to determine the content it will contain. Note: formulas are used to define the location and the content.
  • Page 132 Chapter 5 – Project Setup • Select to which destination you want to export your documents. Note: the option Create File allows you to create customized index files. Note: the option Execute is actually the same as the Export option on the Advanced tab.

  • Page 133: Security

    IRISPowerscan – User Guide IRISearch • Select the IRISearch option if you want your documents to be searchable by the IRISearch application. • Select Indexing if you want to update the indexing of Windows search. ECURITY Features available for system administrators only. The Security tab (of the Project Setup window, see: Project Setup) gives an overview of the roles that can access the selected project.

  • Page 135: Chapter 6 Scanning

    IRISPowerscan – User Guide HAPTER CANNING CANNER SELECTION When running IRISPowerscan, you are automatically prompted to confirm the scanner selection in the Select Scanner window*. You must select your scanner then click OK. (*) You can also access the scanner selection is window by selecting Scanner, Select, from the Settings drop-down menu (either from the Start up window, or from the user interface).

  • Page 136: Scanner Setup

    Chapter 6 – Scanning Once a scanner has been connected, the Emulation mode (which enables to run emulation images) is disabled and the scanning of document sheets can start. (You can access the Scanner Setup dialog box by selecting Scanner, Setup, from the Settings drop- down menu).
  • Page 137 IRISPowerscan – User Guide If you choose any of the above options, all scanning parameters will be set in the application Page Setup window, Scanner tab. If the scanning still does not work properly, choose Show Scanner Dialog. By doing so, you will be able to introduce your scanner settings directly in your scanner interface each time you want to start the scanning.

  • Page 138: Running Emulation Images

    Chapter 6 – Scanning UNNING EMULATION IMAGES IRISPowerscan is also provided with emulation images. These can be used for demonstration or testing purposes. You can run the emulation images to make a few tests before you start with the actual production scanning process. The Emulation Mode that enables to run these emulation images is activated by default.

  • Page 139: Capturing Existing Files

    IRISPowerscan – User Guide APTURING EXISTING FILES The software offers to capture existing files, i.e. images of documents that were previously scanned. This is the Scan from Files option. To capture existing images: • From the Settings drop-down menu, select Scanner, From Files, or click on Scan on the main toolbar, then From Files, then browse for your image files.
  • Page 140 Chapter 6 – Scanning • Select the necessary Page Setup: The images in the input folder must be consistent with the project scanner settings (Page Setup). E.g.: If the scanner is configured for black & white images only, the color images contained in the input folder will be ignored.
  • Page 141 IRISPowerscan – User Guide - Batch separation only: to convert the first hierarchical level in batches, all images will be placed one after the other in the batches - Batch separation + Document separation: to convert the first hierarchical level in batches, the second hierarchical level in documents, and all images will be placed one after the other in the documents.

  • Page 142: Page Setup ( Scanning Parameters )

    Chapter 6 – Scanning Copy to: to make a copy of your files at another location. Delete: to delete the original files. File monitoring: to make the software automatically scrutinize the files of the selected folder. All new images available in the folder will automatically appear in the Scan from files window the next time you open the module.
  • Page 143 IRISPowerscan – User Guide The scanner settings are disabled. They must be introduced in the Twain user interface: select the scanner icon at the top right of the window to access to the scanner Twain user interface. Note: If your scanner Twain driver version is prior to 1.9, the scanner icon will not be displayed and the scanner settings will be enabled in the Scanner tab.

  • Page 144: Scanner Settings

    Chapter 6 – Scanning will not be able to scan, and the following message will appear on screen: To define your settings in the Page Setup window: • Select an existing page setup configuration from the Page name field and modify it according to your needs: set your scanner settings, image parameters, and required merge/split operations.
  • Page 145 IRISPowerscan – User Guide options get automatically adapted in the Scanner tab of the Page Setup window. • If your scanner Twain driver version is prior to version 1.9, your settings must be introduced in the Page Setup window, Scanner tab.

  • Page 146: Image Parameters

    Chapter 6 – Scanning Flatbed: select the option to use a flatbed scanner. Delay: set the number of seconds that the flatbed will wait before it starts scanning the next page, so that the operator has the time to position the next page on the scanner.
  • Page 147 IRISPowerscan – User Guide Check Length: select the document format required for the images. All the images that do not match the format (dimensions) specified in this field will be dropped. If necessary, change the dimensions through the Setup button. Check first page: disable this option to ask the software not the check the first page of your documents.

  • Page 148: Automatic Merge/Split

    Chapter 6 – Scanning Automatic merge/split To set an automatic merge/slit of your documents: • In the Merge tab, indicate whether the front and rear images of a page must be merged and in which conditions. (You may wish to merge two A4 pages to get an A3).

  • Page 149: Scanning Tasks

    IRISPowerscan – User Guide CANNING TASKS Scanning operations Important Before you start scanning documents, remember to: - Make sure the hardware key provided with your software is properly plugged into your computer's USB port. - Make sure your scanner has been properly installed and connected to IRISPowerscan.

  • Page 150: Creating New Batches/Documents

    Chapter 6 – Scanning To interrupt the scanning: • Click on the Stop button (blue square) in the main toolbar or in the Tasks pane. The blue square appears instead of the Start button (blue arrow) once the scanning has been launched. Alternatives 1.
  • Page 151 IRISPowerscan – User Guide To create a new document: • Click on New on the main toolbar and select Document. A new document is instantly created in the Batches pane. You can now start the scanning. Alternatively, click on New document in the Tasks pane (or press the Enter key of your keyboard).

  • Page 152: Attaching Documents

    Chapter 6 – Scanning Attaching documents At any moment in time during the scanning, you can attach a page to the object selected in the Batches pane. To attach objects: • Click on the Attach button in the Tasks pane (or press the F4 key of your keyboard).
  • Page 153 IRISPowerscan – User Guide • Choose whether you want to insert before or after the selected object. The pages will be inserted in the Batches pane. Rescanning pages If some of your documents have been badly scanned, you can have them rescanned by the application.
  • Page 154 Chapter 6 – Scanning...

  • Page 155: Chapter 7 Index Validation

    IRISPowerscan – User Guide HAPTER NDEX VALIDATION NDEX VALIDATION Batch/document indexing is carried out automatically during the scanning process according to the parameters defined in the project setup (see: Project setup, Indexing). The index values are further displayed in the Index pane (see: Starting up, User interface) for verification.

  • Page 156: Indexing Tasks

    Chapter 7 – Index validation NDEXING TASKS Indexing operations All frequent commands related to index validation are available from the main toolbar or from the Tasks pane (if necessary, use the blue arrows to the right or to the left at the bottom of the pane to access the next indexing tasks).

  • Page 157: Indexing Tools

    IRISPowerscan – User Guide • Click on Undo in the main toolbar or on Undo change in the Tasks pane. To get to the previous invalid document (or batch): To easily get from one invalid document to the other, you can use the arrows to the left or to the right in the Tasks pane.

  • Page 158: Drag&Drop Ocr

    Chapter 7 – Index validation Use the shortcuts Use the shortcuts to easily get to the previous/next index field: To go to the next index field: • Press the Tab key of your keyboard. To go to the previous index field: •...

  • Page 159: Drop Down Lists

    IRISPowerscan – User Guide • Position your cursor in the top left corner of the OCR zone to be extracted, then drag your cursor to the bottom right corner of the zone. The selected data instantly appears in the indexing field. Drop down lists An index field may contain a drop-down list.

  • Page 160: Last Five Values

    Chapter 7 – Index validation Last five values The software automatically "remembers" the values that were last introduced in the indexing fields. If the value to be entered in the field is one of the last 5 values, the user can select the value in the field list rather than retype it.

  • Page 161: Chapter 8 Post - Scanning Operations

    IRISPowerscan – User Guide HAPTER SCANNING OPERATIONS SCANNING OPERATIONS Once the scanning is complete on a certain number of documents, you can operate changes in the hierarchical structure that has been build (you can reorder the files, merge them, split them, etc.). You can also perform image editing in the viewer (image rotation, image binarization, image cropping, etc.).
  • Page 162 Chapter 8 – Post-scanning operations Image editing Image (re)organization...

  • Page 163: Editing Images

    IRISPowerscan – User Guide Refer to full User Guide Also refer to the full User Guide for detailed instructions on: - Editing images - Zooming and scrolling images - Selecting and filtering images - Rotating and flipping images - Erasing image zones - Cropping images - Adjusting images - (Re)organizing images...

  • Page 164: Zooming And Scrolling Images

    Chapter 8 – Post-scanning operations Zooming and scrolling images Zooming and scrolling options offer the user to better see the image details before editing the images. Zoom To zoom an image, click on the Zoom button , position your cursor on the image zone to be magnified and keep your mouse pressed while moving your cursor within the zone.

  • Page 165: Selecting And Filtering Images

    IRISPowerscan – User Guide Zoom in: to magnify the image. Zoom out: to diminish the image size. Zoom Step: to determine the zoom step percentage. Scroll Once you have magnified the images, you can also scroll them. To scroll an image, click the Scroll button , position your cursor on the image to be scrolled and keep your mouse pressed while moving your cursor.
  • Page 166 Chapter 8 – Post-scanning operations Page: to make the software select one page at a time. Side: to make the software select one side of a page at a time. If you have scanned the front and the rear sides of a page, both in color and black&white, the front (or rear) sides will be selected.

  • Page 167: Rotating And Flipping Images

    IRISPowerscan – User Guide To activate the image filtering: • Click the Filter button from the Image bar or select Filter, Advanced from the context menu. The viewer automatically filters the images. Rotating and flipping images To rotate images, select the images to be rotated in the viewer, then click on the buttons Rotate 90°...

  • Page 168: Erasing Image Zones

    Chapter 8 – Post-scanning operations Erasing image zones You can select an image zone and erase it from the image. To erase an image zone: • Select the image from which you want to erase a zone. • Click on the Region button on the Image toolbar.

  • Page 169: Adjusting Images

    IRISPowerscan – User Guide To crop an image: • Select the image to be cropped. • Click on the Region button on the Image toolbar. • Draw a rectangle on the image to determine where the image must be cropped, then click on Crop Only the zone defined by the rectangle remains in the image.
  • Page 170 Chapter 8 – Post-scanning operations The Image Processing window pops up with a preview pane on the right in which you can view the first image of your selection. Two versions of the image are displayed: a small one and a large one.

  • Page 171: (Re)Organizing Images

    IRISPowerscan – User Guide ORGANIZING IMAGES (Re)organizing images The scanned images can be easily (re)organized from the Batches pane. Drag&Drop operations can also be carried out in the viewer. Tip: Use the Collapse and Expand options from the Batches pane's context menu to view the contents of your document hierarchical structure.
  • Page 172 Chapter 8 – Post-scanning operations To delete objects: • Select the object(s) to be deleted in the Batches pane or in the viewer. The objects of the 3 hierarchical levels can be deleted: batch, document, page. • Click on the Delete button on the main toolbar, or on Delete in the Tasks pane.

  • Page 173: Reordering Images

    IRISPowerscan – User Guide Reordering images You can reorder the scanned images by using the Cut&Paste, Copy&Paste, and Drag&Drop features of IRISPowerscan. To perform a Cut&Paste: • Select the object to be cut in the Batches pane. • Click on Cut on the main toolbar or in the Tasks pane. The cut object becomes grayed out.
  • Page 174 Chapter 8 – Post-scanning operations • Select to object to be split in the Batches pane. • Select Split from the context menu (right-click), or click on Split on the main toolbar. The software creates a new object, gives it a number, and introduces the required objects. To merge objects: •...

  • Page 175: Chapter 9  Output Processing

    IRISPowerscan – User Guide HAPTER UTPUT PROCESSING UTPUT PROCESSING The output processing enables to convert or export the scanned images according to the settings introduced at project setup level (see full User Guide: Project Setup, Processing, Processing options). This processing can take place either on one batch - or on several batches of documents at a time - once all indexing fields are valid for the application.
  • Page 176 Chapter 9 – Output processing • Confirm the batches to be processed in the Process All dialog box and click OK to confirm.
  • Page 177 IRISPowerscan – User Guide NDEX bi-tonal ........138 A  access rights ........ 45 black border removal ..88, 164 adjust image ......164 blank pages ......... 82 anti-virus ........21 blank zones ....... 163 attach objects ......144 brightness ......89, 164 auto-completion ......

  • Page 178: Index

    Index D  F  datalink ........102 fast binarize ........ 90 deskew ........ 88, 164 file monitoring ......134 despeckle ......88, 164 filtering images ....... 161 document name ......99 formula ........100 document separation ....57 front/rear ........138 document size ......
  • Page 179 IRISPowerscan – User Guide index files ......... 118 new document ......143 index validation ......149 O  indexing tasks ......150 OCR 'on the fly' ......152 indexing tools ......151 OCR zone properties .... 74, 77 insert page ......... 145 OCR zones ........
  • Page 180 Index scanning parameters ....135 Q  quick project ....... 25 scanning tasks ......141 seal batch ........58 R  red value ........149 seal batches ......... 58 register ........18 security ........45 reordering ........59 service ........105 reorganizing images ....166 Service - IRISDocument ...
  • Page 181 IRISPowerscan – User Guide U  value formula ......100 unseal .......... 58 W  user interface....... 36 workflow ........9 user profiles ........ 45 workspace ........41 V  Z  validate ........149 zoom ......... 159...
  • Page 182 IRISPowerscan – User Guide...

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