| Oracle® Distributed Document Capture/Oracle® Document Capture Administrator's Guide Release 10gR3 E13871-01 |
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| Oracle® Distributed Document Capture/Oracle® Document Capture Administrator's Guide Release 10gR3 E13871-01 |
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This section covers the following topics:
Follow these steps to add an index profile.
In the Oracle Document Capture screen, click the Manage Index Profiles button on the main toolbar.
The Manage Index Profiles screen is displayed.
Click the New button.
A new index profile is added to the side pane.
On the General tab, enter a new profile name in the Profile Name field.
In the Task Description field, enter instructions for the user scanning with this profile.
In the File Cabinet field, select the file cabinet to which you want batches assigned.
On the Fields tab, select and order the index fields to display to users.
Select other profile settings as needed.
Save and close the profile.
To use zone highlighting and OCR in the index profile, open the Zone Editor, select the index profile and configure settings.
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.
In the Oracle Document Capture screen, click the Manage Index Profiles button on the main toolbar.
In the Index Profiles field of the Manage Scan Profiles screen, select a profile to delete.
Click the Delete button, then confirm the deletion.
Follow these steps to limit the batches displayed to users in the Batch Indexing screen for a selected profile.
In the Oracle Document Capture screen, click the Manage Index Profiles button on the toolbar.
In the Manage Index Profiles screen, click the Filter tab.
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.
Save the profile.
Follow these steps to apply a database lookup to an index profile.
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.
In the Manage Index Profiles screen, select an index profile.
In the Database Lookup Profile field on the General tab, select the database lookup you created in step 1.
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.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's database lookup as a user.
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:
"Applying Bar Codes Values Detected During Scanning to Index Fields"
"Setting Up Bar Code or Patch Code Separator Sheet Indexing"
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.
In the Manage Index Profiles screen, select an index profile in the side pane.
Click the Field Properties tab.
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.
Select the Sticky field.
If the When field, specify when you want the field sticky.
The choices are ordered from most restrictive to least.
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.
Save and close the profile.
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.
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.
In the Manage Index Profiles screen, click the Field Properties tab.
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.
In the Field Validation Options field, choose Input Mask.
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.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's mask as a user.
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".
In Capture Administration, create a pick-list.
It can be a Capture native or database pick-list. See "Working With Pick-lists".
In the Manage Index Profiles screen, click the Field Properties tab.
From the Selected Index Fields options, select the field to which to apply a pick-list.
Select Pick-list in the Field Validation Options field. Pick-list options become available.
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.
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.
In the Pick-list field, select the pick-list to display.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's pick-list as a user.
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".
In Capture Administration, create two or more pick-lists. Create a pick-list relationship profile that links them.
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.
Click the Field Properties tab.
Configure the parent field.
Select the parent field in the Selected Index Fields field.
Select Pick-list in the Field Validation Options field.
Select the parent's source in Pick-list Source field.
Select the parent's pick-list in the Pick-list field.
Configure the child field.
Select the child field in the Selected Index Fields field.
Select Pick-list in the Field Validation Options field.
Select the parent's index field in the Parent field.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index fields' pick-lists as a user.
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.
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".
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Note: Index does not perform digital bar code recognition. Instead, it relies on bar codes recognized by either Scan or the Recognition Server. |
In the Manage Index Profiles screen, click the Field Properties tab.
From the Selected Index Fields option, select the field to which to apply a bar code value.
In the Field Validation Options field, choose Bar Code Field.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen. Test the bar code detection and index field value as a user.
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".
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Note: You can also change the case of index entries using the Case Format field on the Field Properties tab. |
In the Manage Index Profiles screen, click the Field Properties tab.
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.
In the Field Validation Options field, choose Input Format.
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".
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index field's input format as a user.
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".
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".
Scan one or more batches containing separator sheets between documents.
In the Manage Index Profiles screen, click the Separator Sheet tab.
Select the Use Separator Sheets to Determine Documents field.
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.
Select Separator Options settings.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test separator sheet indexing for the profile as a user.
Follow these steps to configure an index profile to automatically fill (populate) selected index fields with certain values. See "Auto Populating Index Fields".
In the Manage Index Profiles screen, click the Auto Populate tab.
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.
In the Settings field, select an auto populate value.
The options available depend on the data type of the field you selected.
Save and close the profile.
Click the Batch Indexing button in the Oracle Document Capture screen and test the index field set for auto populate as a user.
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".
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Note: It is important that users verify OCR entries, since it can result in inaccurate values. |
In the Oracle Document Capture screen, click the Zone Editor button on the toolbar.
The Zone Editor is displayed.
In the Profile field, select an index profile to which to assign zones and OCR.
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.
From the Available Fields list in the side pane, select the index field for which you want to create a zone.
Click the Create Zone button on the Zone Editor toolbar.
Click and drag a box on the image to define a zone for the selected index field.
When you release, the zone turns yellow.
If needed, move the zone by clicking and dragging it. To resize it, select it and drag one of its handles.
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).
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.)
Click Save on the Zone Editor toolbar.
The image is saved with the index profile, allowing you to edit zones later.
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.
In the Oracle Document Capture screen, click the Batch Indexing button on the main toolbar.
The Batch Indexing screen is displayed.
In the Available Index Profiles field, select an index profile.
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.
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.
