5 Get to Know the Capture Procedures Page

Your Capture Procedures page is where you configure the infrastructure that determines the document metadata and how tasks such as importing, indexing, bar code recognition, and grouping of documents are automated in the client environment. Let’s take a look at what you can do on this page.

Item	Description
1	The navigation panel is where you can switch between Oracle Content Management features. The options you see on this panel depend on the user role you’ve been given. For example, only enterprise users will see options for Assets. Click Home to display a page that includes links to recent items, documentation, guided tours, and other helpful links.
2	The collaboration section provides access to your documents and conversations.
3	If you have administrative privileges, you'll see the administration section, where you can set up system-wide options; integrate Oracle Content Management with other services; configure repositories, localization policies, and other features related to digital asset management; and set up content capture procedures.
4	Click the show/hide icon to open or close the navigation panel.
5	The user area is where you can change your preferences or find the desktop and mobile apps. Click your user picture to change your defaults. If you have notifications from conversations, the flag will show the number of notifications.
6	The left side of the page is for procedures management, where you create, edit, delete, import, and export procedures.
7	The right side of the page is for procedures configuration, where you customize each procedure for specific content capture environments.
8	Click the icon to show or hide the procedures management side of the page.
9	The procedures list shows all procedures that you’ve created or have access to.
10	In the Filter field, you can specify keywords to filter the procedures in the list. This feature is useful when you have a large number of procedures.
11	The procedures toolbar is where you create, edit, copy, export, and import procedures. The last icon on the toolbar lets you specify if you use a screen reader. : Create a new procedure in which you'll configure how client users will capture and process content that will be stored in Oracle Content Management. : Copy a procedure. Use this option if you want to create a new procedure based on an existing procedure. : Export a procedure from a test environment and import it to a production environment. : Import a procedure. Use this feature if you want to migrate procedures between test and production environments. : Edit a procedure. Use this feature if you want to modify a procedure name, description, or configuration. : Use this feature when you want to delete a procedure. Validate a procedure: Use this feature to diagnose errors, if any, in various elements of your procedure. : Click this accessibility icon to specify if you're using a screen reader.
12	When you select a procedure on the left, a number of configuration tabs become available, which you use to define the procedure settings: On the Security tab, you configure users' access to procedures. On the Metadata tab, you define choice lists and their dependent choice lists. These choices offer client users the flexibility to set their metadata preferences during document processing. On the Classifications tab, you define batch statuses that client users assign to their document batches. On this tab, you also define the types of the documents that are supplementary to the primary documents. Lastly, you can define document profiles that include the metadata fields of the documents that users process in the client environment. On the Capture tab, you create client profiles that govern what users can see in a batch, how a batch should be processed, how to handle non-image and image documents, and so on. On this tab, you also create jobs to define the source from which documents should be imported into Oracle Content Management. On the Processing tab, you define recognition jobs in which you specify whether bar codes should be recognized for purposes of billing or indexing to enable quick search. You can also define how documents should be organized during processing. On this tab, you also define conversion jobs to PDF and to TIFF to automate how image and non-image documents should be converted and how attachments are processed. Other jobs that you can define are assest lookup jobs, XML transformation jobs, taxonomy jobs, Configure External Processor Jobs, Configure Conditional Assignment Jobs, and OCR processor jobs. On the Commit tab, you configure a commit driver (Documents Folder, Asset Repository, or Business Repository) so the processed documents are uploaded and stored in Oracle Content Management.
13	This is where you configure the options for each of the functional areas in the tabs. What you see here depends on the configuration tab you’re on and what selections you’ve made.