Folder Separation

Profile

Separation Options

None (Default) - The program will not attempt to perform any separation of Folders. All pages that are captured will be placed in one Folder.

Fixed Length Folders - Select the number of Documents Per Folder

Variable Length Folders - Select this option for folder/document combinations where a collection of documents need to be associated with each in a folder. In order for the program to group the documents in their own folders, it is necessary to specify the method by which the user wants the folders to be separated. Example: Patient Records where the patient ID is on the folder and it contains multiple documents within the folder which the user desires to categorize separately.

Use Script - Selecting this option enables scripts to be used as method of separation. All other options are disabled.

Script Editor

Edit Script

Select “Edit Script” to begin creating your script.

Scripting

Creating a script involves three steps:

  1. Adding external references and namespace imports (optional and uncommon)
  2. Editing script code
  3. Compiling and correcting errors

Add References & Namespace

Imports Use the menu options to Edit References or Namespaces

Build & Save

This button will attempt to compile your script and display any errors found in the bottom right area of the screen.

Review and correct any errors by clicking Previous, or double clicking on an error in the list. Once the script compiles successfully you will be returned to the previous screen.

Current Source / Original Source

These buttons will toggle between the Original Source (before any edits were made in the current session) and the current changes that will be saved when the Build & Save button is used.


Variable Length Separation Options

Separator Options

The user may choose from the following options:

Separate on specific Barcode values and patterns

regular expressions can be used to create a desired pattern. If a barcode is read and matches the pattern then separation occurs.

Adding Multiple Separation Values

Allows you to enter multiple separation values at once (copy + paste for example) with each new value on a new line.

 

 

 

 

 

 

 

Pattern Matching Help

Basic help dialog containing a examples for pattern matching using Regular Expressions

Some examples are: (1) 990008 in this case if the number 990008 exists anywhere in the barcode separation will occur. (2) if the desire is to be exact the user should add ^990008$ thus only a barcode containing exactly 990008 would cause separation. (3) if the desire is positional; the user would use [] like this [0-3][a-f] would cause separation to occur when the first character of a barcode was 0, 1, 2, or 3 and the second character of the barcode was a, b, c, d, e, or f.

 

 

 

 

Separate when Barcode changes

Select this option when scanning documents that contain the same barcode value on more than one sequential page. These documents have ONLY one barcode per page or zone.

Separate when Barcode N on page changes

Separation will occur when the Nth barcode on a page changes.

Separate on any Patch Code

Separation occur when a patch code is detected on a page.

Separate on specific Patch Code

Choose from patch code types I, II, III, IV, VI, or T.

Separate on new file (Import only)

Folder separation occurs each time a new file is encountered.

Separate on new Data Index file (Import only)

Separation will occur when a new data index file is called upon during import.

Separate when child Folder N of selected directory changes (Import only)

Separation occurs when the Nth child folder changes. Example: Set N to 2 if the desired new folder for your document is the value of the second folder level down C:\A007-19D\C57183

 

 

 

Child Folder N

Select the value of the Nth position of the desired child folder.

Separate on specific Zone OCR/ICR values and patterns

Detecting a user defined word in a Zone or the entire Page will cause separation.

Example: If you enter “Page 1” into the field, PSI:Capture will create a new folder (separation) each time the word “Page 1” is read within the specified OCR/ICR zone.

Separate when Zone OCR/ICR value changes

Select this option when scanning documents that contain the same value as read by zone OCR/ICR on more than one sequential page and you desire to separate only when that value changes.

Example: Draw a zone around the “Invoice Number” when processing invoices and it will separate whenever the number changes. NOTE: This will separate when ANY value in that zone changes.

Separate when Zone OCR/ICR Match value changes

Select this open and specify a regular expression below to search the page or zone for specific patterns and separate when the pattern changes.

Example: Enter the regular expression “\d{6}” and draw a zone around where the invoice number is located. This will search the zone, if a six digit number is located within that zone PSI:Capture will check to see if the number is different from the previous match and separate when it changes.

Zone to Search

The <Entire Page>is the default or the user can select a zone that was previously defined or select “Define Zones.”

Define Zones - Select this to define a new zone.

Zone Configuration

The Icons at the top of the above screen allow the user to: Select a template image, save the template with zones, point, manually draw zones, select predefined zones, copy zones, delete zones, group zones, select an area to zoom, zoom in and zoom out.

Anchoring Type 

Choose from the Top Left of Page, Barcode, Patch Code, Zone OCR Expression, or Precision OMR Timing Tracks.

Barcode

NOTE: if you use a Barcode the type and pattern you select must be on the page selected and match

 

 

 

 

 

Patch Code

NOTE: if you use a Patch Code the type you select must be on the page selected and match

 

 

 

 

 

Zone OCR Expression
Page Image to use for Anchoring

Select between Main, Original, or Alternate Image.

Alternate Image Tag

Enter the tag name to be associated with the alternate image.

Barcode/Patch Code Type

Select between various supported types of barcodes or patch codes.

Barcode Pattern

Enter barcode value for the barcode intended to use for anchoring.

Patch Code Number

Set Nth patch code on the page intended to use for anchoring.

Zone OCR Text

Enter specific text for OCR to detect.

Zone To Search Anchor For

Drop down menu will list entire page and names of various zones previously defined.

Preview Recognition Language

Use for Zone OCR purposes, drop down menu lists various supported languages.

Defined Zones 

Zoom in to the desired area leaving room to maneuver. Then select the draw zones Icon and draw the zone.

Name the zone and fill out which page of the document it is expected to be found on. The Zone Names are kept in a list for use anywhere in the program that the user can Define Zones. NOTE: The Page of the template and its Resolution is displayed at the bottom of the screen and they MUST match the page and resolution at capture time.

 

 - delete the highlighted unwanted zone. Note: If a Zone is in use by any Document Type, the zone cannot be deleted.

 - apply image processing to the zone template image.

 - preview OCR results on printed text in the selected zone.

 - preview ICR results on handwritten text in the selected zone.

 - ungroup a cluster of child zones contained within the selected zone (child zones are used for OMR purposes).

Populate Folder Separator

Value With Choose from the Entire Separator Value, Matching Words Only, and the Matching Word only with custom format.

Custom Format

Chose between the whole capture, group 1, group 2, etc.


Folder Separator Options

Keep Folder Separator - Save the folder separator image.

Append Folder Sheet to first Document - The saved folder separator page becomes page 1 of document 1 in the folder.

Allow Folder Separator to also be Document Separators - This setting will allow document separator settings to be checked against the folder separation page. If this option is deselected, document separation will run on the page following the folder separation page.

Delete back of Folder Separator Sheets - Document separator sheets (target sheets) are often single sided. When scanning in duplex mode, the user can chose to delete the back of the separator sheet. NOTE: blank page detection must be enabled.


Trigger

A trigger is used to activate a separation profile.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No Separation Trigger – nothing will activate this profile.

Activate on Any Barcode – any barcode read will cause activation of this profile.

Activate on specific Barcode values and patterns – regular expressions can be used to create a desired pattern. If a barcode is read and matches the pattern activation of this profile will occur.

Activate on any Patch Code – any patch code will cause activation of this profile.

Activate on a specific Patch Code – choose from patch code types I, II, III, IV, VI, or T to activate this profile.

Activate on new file (Import Only) – any new file will cause activation of this profile.

Activate when child folder N of selected directory changes (Import Only) – activation occurs when the Nth child folder changes. Example: Set N to 3 if the desired pages for your document are in the third folder level down C:\A007-19D\C57183\A\1.tif, C:\A007-19D\C57183\A\2.tif etc.

 

 

 

 

Activate on specific Zone OCR/ICR values and patterns - detecting a user defined word in a Zone or the Entire Page will activate a separation profile.

Activate by script – use a script cause activation of this profile.

On this page:

Related Pages: