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2. Kofax Patch Code Separator Sheets
3. Patch Code Separator Sheets

• Without a bar code separator, you must load each document into the scanner, and start and stop the scanner when finished with that document, save the file, then start over again. With a bar code separator sheet, you place a sheet in between each document, load the ADF with a stack of documents and start scanning.
• 2016-11-7  Patch positioning Horizontal and vertical placement of the patch code is critical for reliable patch reading. If the patch code is placed improperly on the document, the patch may fail to read the patch. Patches should appear with the bars perpendicular to the.

Patch positioning Horizontal and vertical placement of the patch code is critical for reliable patch reading. If the patch code is placed improperly on the document, the patch may fail to read the patch. Patches should appear with the bars perpendicular to the lead edge of the document (fed into the transport first).

01/06/15

A well known approach to separate documents at scan time is the use of barcode labels on the first page of a document. The barcode may also be put on a single separator sheet. If a batch of documents is scanned by Kofax Capture, the barcode will be recognized and the start of a new document is specified.

This approach has been used for several years, but it has two weak points:

1. If the recognition of a barcode fails, the pages of this document are attached to the previous document. So this document is lost. The reason for the failed recognition may be a barcode that was destroyed or blackened

Dot matrix font microsoft word. 2. Up to Kofax Capture 9 the barcode value could not be used as usable data for the separation.

The only criteria were the barcode type (Code39, Interleaved 2 of 5, Code 128, …) and the minimum length of the barcode (number of characters). For this reason, ‘zombie’ documents might have been built. If one of the following pages of a document had also a barcode label, which suited the criteria (barcode type, length), this barcode was taken as a separator barcode too and the document was splitted in two documents. This happens sometimes as the creators of a document may use their own barcode labels on the document too. The only way to avoid these ‘zombie’ documents is to fine-tune the barcode engine (width of the bars, height of the bars) or by manual programming, which both may be cumbersome.

With weak point 1. (barcode recognition fails) you have to do a visual check of the document separation after scanning. In Kofax Capture the adjustment of documents/pages can be done directly within the scanning application.

With weak point 2. (‘zombie’ documents by external barcodes) Kofax Capture 10 offers a way to use the barcode value for document separation. You now may define regular expressions, which describe the allowed barcode values.

For examples the regular expression b(93 92)d{7 }b describes values, which start with 93 or 92 followed by seven numeric characters. b at the start and the end of the expression makes sure, that the value is enclosed by a white space (space character, tab character, beginning/end of line, …). So b makes sure, that the expression (93 92)d{7 } is not taken out of a longer character combination, for example out of a product number.

‘ 931234567 ‘ would be ok, but ‘4700000931234567’ would not be considered.

In Kofax Capture 10 the needed regular expression can be defined within the properties of the batch class. Within the settings of ‘Separation and Form Identification’ you have to create a user defined separation profile:

This profile looks like:

‘BC-Typ’ defines the type of the used barcode(Code 39, Interleaved 2 of 5, Code 128, …).

In the field ‘Search Text:’ you have to define the regular expression. You still have to check ‘Treat search text as regular expression’. By this approach you will get rid of weak point 2, the ‘zombie’ documents, which were created by external barcodes.

But there is still another scenario, in which the regular expression doesn’t help directly. In some applications, for example late scanning with barcodes in a SAP capturing system, the barcode value is not only used for document separation, but the barcode value has to be exported to the business application.

Unfortunately Kofax Capture doesn’t provide the value of the separation barcode for further processing directly. For this purpose Kofax Capture provides the construct of ‘Page Level Barcode’. This construct provides ALL barcodes values that were recognised on the document page for further processing. If only one barcode exists, this is of course the separation barcode.

If there are several barcodes on the page, all recognised values are made available for processing in the Kofax Capture workflow. By using a script in Kofax Capture (for example a validation script) a verification of the barcodes with the regular expression can be done, the separation barcode can be identified and routed to the next processing step.

A scripting example may be provided in a next blog article, if desired.

Other blog articles about Kofax Capture and Kofax Transformation Modules:

This section covers the following topics:

4.1 Adding an Index Profile

Follow these steps to add an index profile.

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1. In the Oracle Document Capture screen, click the Manage Index Profiles button on the main toolbar.

   The Manage Index Profiles screen is displayed.

2. Click the New button.

   A new index profile is added to the side pane.

3. On the General tab, enter a new profile name in the Profile Name field.

4. In the Task Description field, enter instructions for the user scanning with this profile.

5. In the File Cabinet field, select the file cabinet to which you want batches assigned.

6. On the Fields tab, select and order the index fields to display to users.

7. Select other profile settings as needed.

8. Save and close the profile.

9. To use zone highlighting and OCR in the index profile, open the Zone Editor, select the index profile and configure settings.

   See 'Setting Up Zone Highlighting and OCR'.

4.2 Deleting an Index Profile

Kofax Patch Code Separator Sheets

Follow these steps to remove an index profile no longer in use. Deleting an index profile does not affect batches previously scanned using the profile.

1. In the Oracle Document Capture screen, click the Manage Index Profiles button on the main toolbar.

2. In the Index Profiles field of the Manage Scan Profiles screen, select a profile to delete.

3. Click the Delete button, then confirm the deletion.

4.3 Filtering the Batch Indexing List Displayed to Users

Follow these steps to limit the batches displayed to users in the Batch Indexing screen for a selected profile.

1. In the Oracle Document Capture screen, click the Manage Index Profiles button on the toolbar.

2. In the Manage Index Profiles screen, click the Filter tab.

3. Specify settings for the batches you want displayed to users.

   • Between filters, users see batches that meet all selected filters only (AND condition). If you specify a batch prefix and status, only batches with that batch prefix and status are displayed.

   • Within a filter, users see batches that meet any selections (OR condition). If you select 1, 2 and 3 in the Priority option, batches with an assigned priority of 1, 2 or 3 will be displayed.

4. Save the profile.

4.4 Activating a Database Lookup for an Index Field

Follow these steps to apply a database lookup to an index profile.

1. In Capture Administration, create a database lookup profile.

   The database lookup identifies the external database to connect to and the fields to search and return when indexing users activate a database lookup.

   See 'Adding a Database Lookup'.

2. In the Manage Index Profiles screen, select an index profile.

3. In the Database Lookup Profile field on the General tab, select the database lookup you created in step 1.

4. Select the Always display hit list field to display a hit list containing possible matching values whenever the user activates a database lookup.

   When deselected (the default), Capture displays a hit list only when more than one database record is found.

5. Save and close the profile.

6. Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's database lookup as a user.

4.5 Setting Index Field Properties

When creating an index profile, you can assign properties to a selected index field. See 'Setting Index Field Properties'. This section covers the following topics:

4.5.1 Setting Up Sticky Index Fields

Follow these steps to identify index fields as sticky, so that when users move to an adjacent page, the value they applied to the field is automatically applied to the same field (if blank). In a common scenario, all fields are set as sticky; a user enters values on the document's first page, then quickly views each remaining document page as values are automatically applied.

See 'Sticky Index Fields'.

1. In the Manage Index Profiles screen, select an index profile in the side pane.

2. Click the Field Properties tab.

3. From the Selected Index Fields options, select the field you want to make sticky.

   Fields must be selected for display on the Fields tab to be available on the Field Properties tab.

4. Select the Sticky field.

5. If the When field, specify when you want the field sticky.

   The choices are ordered from most restrictive to least.

6. Click the Options tab. If needed, select the Allow auto populated field(s) to index page field.

   Autopopulated fields can affect whether a page is considered indexed and therefore whether a field is sticky.

7. Save and close the profile.

8. Click the Batch Indexing button in the Oracle Document Capture screen and test sticky index fields as a user.

   Note that sticky fields are applied only when users navigate using the Next Page or Previous Page toolbar buttons, and not when using thumbnails or typing page numbers in the Goto Page field.

4.5.2 Applying an Input Mask to an Index Field

Follow these steps to set up an index field with an input mask that controls what users can enter into the field. If the user types a character that does not conform to the mask, the system beeps and the program does not accept it.

1. In the Manage Index Profiles screen, click the Field Properties tab.

2. From the Selected Index Fields options, select the field to which to apply a mask.

   Fields must be selected for display on the Fields tab to be available on the Field Properties tab.

3. In the Field Validation Options field, choose Input Mask.

4. In the Input Mask field, enter any of the available mask characters (listed in 'Input Mask Characters').

   Any other characters you type are displayed exactly as typed.

5. Save and close the profile.

6. Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's mask as a user.

4.5.3 Setting Up a Pick-list Index Field

Follow these steps to set up an index field with a pick-list. When the user selects the index field, a pick-list providing two or more values from which to choose displays. You can also use parent/child pick-lists, as described in 'Setting Up Parent/Child Pick-list Index Fields'. Also see 'Pick-list Index Fields'.

1. In Capture Administration, create a pick-list.

   It can be a Capture native or database pick-list. See 'Working With Pick-lists'.

2. In the Manage Index Profiles screen, click the Field Properties tab.

3. From the Selected Index Fields options, select the field to which to apply a pick-list.

4. Select Pick-list in the Field Validation Options field. Pick-list options become available.

5. Select the Case Insensitive field to disregard case when users match pick-list items using the autocomplete feature.

   If this field is deselected, users must use the same case when typing the first few characters of a pick-list item.

6. In the Pick-list Source field, select Capture Native Pick-list if using a Capture pick-list. If using a database pick-list, choose the database pick-list source.

7. In the Pick-list field, select the pick-list to display.

8. Save and close the profile.

9. Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's pick-list as a user.

4.5.4 Setting Up Parent/Child Pick-list Index Fields

Follow these steps to set up index fields with linked pick-lists. In a parent/child relationship, a parent field is linked to two or more child pick-lists, one of which is displayed after the user makes a selection in the parent field. See 'Linked Pick-list Index Fields'.

1. In Capture Administration, create two or more pick-lists. Create a pick-list relationship profile that links them.

   See 'Working With Pick-lists'.

2. In the Manage Index Profiles screen, click the General tab. In the Pick-list Relationship Profile field, select the profile you created in step 1.

3. Click the Field Properties tab.

4. Configure the parent field.

   1. Select the parent field in the Selected Index Fields field.

   2. Select Pick-list in the Field Validation Options field.

   3. Select the parent's source in Pick-list Source field.

   4. Select the parent's pick-list in the Pick-list field.

5. Configure the child field.

   1. Select the child field in the Selected Index Fields field.

   2. Select Pick-list in the Field Validation Options field.

   3. Select the parent's index field in the Parent field.

6. Save and close the profile.

7. Click the Batch Indexing button in the Oracle Document Capture screen and test the index fields' pick-lists as a user.

4.5.5 Applying Bar Codes Values Detected During Scanning to Index Fields

Follow these steps to automatically apply bar code values Scan detects to a selected index field during the display of the corresponding page. If a page contains more than one bar code, Index displays their values in a pick-list to the indexing user.

1. In a scan profile, configure bar code detection.

   For Scan for ISIS, see 'Setting Bar Code Detection'. For Scan for Adrenaline, see 'Setting Bar Code Detection'.

   
   

   Note: Index does not perform digital bar code recognition. Instead, it relies on bar codes recognized by either Scan or the Recognition Server.

   
   

2. In the Manage Index Profiles screen, click the Field Properties tab.

3. From the Selected Index Fields option, select the field to which to apply a bar code value.

4. In the Field Validation Options field, choose Bar Code Field.

5. Save and close the profile.

6. Click the Batch Indexing button in the Oracle Document Capture screen. Test the bar code detection and index field value as a user.

4.5.6 Changing an Index Field's Format

Follow these steps to set up an index field with an input format. When the user moves to another index field, Index changes the data if needed to match the specified input format. See 'Index Fields That Format Input Values'.

1. In the Manage Index Profiles screen, click the Field Properties tab.

2. From the Selected Index Fields options, select the field to which to apply an input format.

   Fields must be selected for display on the Fields tab to be available on the Field Properties tab.

3. In the Field Validation Options field, choose Input Format.

4. In the Input Format field, select or type an input format (listed in Table 8-3, 'Input Formats').

   You can create custom character or numeric formats. See Table 8-4, 'Custom Input Formats'.

5. Save and close the profile.

6. Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's input format as a user.

4.5.7 Setting Up Bar Code or Patch Code Separator Sheet Indexing

Follow these steps to configure an index profile to use separator sheets. Scanning with separator sheets allows indexing users to enter index values once for each field, apply those values to all pages in the document, and then jump to the start of the next document (the separator sheet). See 'About Indexing Using Separator Sheets'.

1. In Scan, configure a scan profile that uses patch code or bar code detection.

   For Scan for ISIS, see 'Setting Bar Code Detection' or 'Detecting Patch Codes'. For Scan for Adrenaline, see 'Setting Bar Code Detection' or 'Setting Patch Code Detection'.

2. Scan one or more batches containing separator sheets between documents.

3. In the Manage Index Profiles screen, click the Separator Sheet tab.

4. Select the Use Separator Sheets to Determine Documents field.

5. Configure the patch code or bar code.

   • To use a patch code, choose Patch Code from the Separation Methods options and choose the patch code type from the Patch Code Value field.

   • To use a bar code, choose Bar Code from the Separation Methods options. To use a specific bar code value as a separator sheet detector (optional), enter a value in the Bar Code Value field.

6. Select Separator Options settings.

7. Save and close the profile.

8. Click the Batch Indexing button in the Oracle Document Capture screen and test separator sheet indexing for the profile as a user.

4.5.8 Setting Index Fields to Auto Populate

Follow these steps to configure an index profile to automatically fill (populate) selected index fields with certain values. See 'Auto Populating Index Fields'.

1. In the Manage Index Profiles screen, click the Auto Populate tab.

2. From the Available Fields option, select an index field to auto populate.

   You can populate any field defined for the file cabinet, not just those selected for display to the user on the Field Properties tab.

3. In the Settings field, select an auto populate value.

   The options available depend on the data type of the field you selected.

4. Save and close the profile.

5. Click the Batch Indexing button in the Oracle Document Capture screen and test the index field set for auto populate as a user.

4.6 Setting Up Zone Highlighting and OCR

Follow these steps to configure zone highlighting and Optical Character Recognition (OCR) for a selected index profile. The zone feature displays an outlined turquoise-colored box on images, aiding users in indexing. Users can turn zone display on or off. OCR captures text within a zone (or any area in which a user clicks and drags) and inserts it into an index field. See 'About Indexing With Zones and OCR'.

Patch Code Separator Sheets

1. In the Oracle Document Capture screen, click the Zone Editor button on the toolbar.

   The Zone Editor is displayed.

2. In the Profile field, select an index profile to which to assign zones and OCR.

3. On the Zone Editor toolbar, click the Open Image File button, select a template image for setting up zones, and click Open.

   The image file must be saved in TIFF, BMP, or JPG format. Its resolution should be the same as the resolution used at scan time.

   The image is displayed.

4. From the Available Fields list in the side pane, select the index field for which you want to create a zone.

5. Click the Create Zone button on the Zone Editor toolbar.

6. Click and drag a box on the image to define a zone for the selected index field.

   When you release, the zone turns yellow.

7. If needed, move the zone by clicking and dragging it. To resize it, select it and drag one of its handles.

8. To turn on OCR for the selected field, click the OCR Field button on the Zone Editor toolbar.

   Index performs zonal OCR on an image only if it is not indexed (does not contain values in any of its index fields).

9. To set up zones for additional index fields, repeat steps 4 through 8. (The current zone is displayed yellow; other zones are displayed in turquoise.)

10. Click Save on the Zone Editor toolbar.

    The image is saved with the index profile, allowing you to edit zones later.

4.7 Testing an Index Profile as a User

Follow these steps to index using a selected index profile. For details about batch indexing options, see the User's Guide for Oracle Document Capture.

1. In the Oracle Document Capture screen, click the Batch Indexing button on the main toolbar.

   The Batch Indexing screen is displayed.

2. In the Available Index Profiles field, select an index profile.

3. From the list of batches, select a batch and click Select.

   To search for a specific batch, click Search and specify search criteria.

   The batch is displayed in the Indexing screen.

4. Complete the index fields.

   Click the Page Information button to activate a new screen that displays details about the selected image. Keeping this screen open is useful while creating or editing profiles. You can use it, for example, to monitor image file size, and to determine whether pages are indexed and bar codes and patch codes are recognized.