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The Benefits of Automation |
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Once you have decided the best way to organize, store and retrieve your
documents, the next part of the planning stage is to find the most
efficient way to scan these documents and associate them with the
correct index field values. Creating an efficient scanning and indexing
process will save you countless hours of labor over the life of your
project.
The two main methods for automating indexing are barcode recognition and
Optical Character Recognition (OCR). Barcode recognition is faster and
more accurate, but your documents must contain a barcode on the document
or a cover page for this to work. OCR is able to read printed data
directly from the page, which means most documents can be processed
as-is. However there are many conditions that can affect the
practicality of OCR that will be discussed in this section.
If your index data already exists in another database, SimpleIndex has
two features that can make use of this data to automate processing. The
Index Autofill feature lets you enter one key field that is used in a
database lookup to retrieve matching values and fill in the remaining
index fields automatically. SimpleIndex also has the ability to pre-set
index values using the Command Line Interface and have a scanned
document receive these indexes automatically. |
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Using Barcode Recognition |
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Barcode recognition is the most efficient way to capture index data
printed on documents. Some documents already have key information in
barcode format on them. If your project is to scan new documents on an
ongoing basis, it may be possible for you to redesign it to include
barcodes. Having a barcode with index data on the document is the best
case scenario, for all the index data is on the document at the time it
is created in a format that can be read with near 100% accuracy.
If it is not possible to print barcodes on the document itself, an
alternative is to have the person who creates the document print out a
barcode cover page and place it on the file before it is scanned. The
SimpleCoversheet application was designed to make this easy by providing
a simple interface for selecting index values and printing a standard
coversheet that contains these values in barcode format.
Barcode recognition can also be useful when you have documents with a
variable number of pages that will all receive the same index values. If
it is not possible to generate an indexed coversheet for these at the
time they are created, a generic barcode coversheet can be used to
separate the scanned images into multi-page files, one for each
document. A second process can then be used to index these images one
file at a time instead of one page at a time, greatly increasing
throughput. |
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Using OCR |
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Traditionally, zone OCR solutions require you to specify a region on the
page where index information will be found. This region is recognized
and the result is inserted into an index field. The problem with
traditional zone OCR is that if the region is moved slightly due to
variations in scanning, the result could contain extra neighboring
characters or cut off desired characters. This limits the usefulness of
traditional zone OCR to documents where the index value is in the exact
same place every time and has plenty of white space around it.
SimpleIndex’s OCR contains many advanced features to overcome the
inherent limitations of zone OCR. This is done by providing template and
dictionary matching for OCR fields. These features search the OCR
results for a certain pattern or list of possible values and return only
the matching data. This allows you to draw your OCR zones much larger
than normal, ensuring that no matter how much the data shifts around it
will always be contained within that region.
It is even possible to draw your zone around the entire page and find
key information that is not printed in any fixed location. For example,
a doctor’s office may receive lab reports from many different labs. Each
report is formatted differently, but each contains the patient’s name
somewhere on it. Using the dictionary matching feature with a patient
name list, SimpleIndex can identify the correct patient for each lab
automatically.
When implementing OCR for document automation, carefully consider the
data you are trying to recognize. Is the text legible? Does it appear in
a fixed location? Does it conform to a unique pattern that won’t be
found anywhere else on the page? Is there a list available with all the
possible values for this field? Answer these questions and you will know
which OCR approach is best for your application. |
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Using Index Autofill |
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The Autofill feature of SimpleIndex is an easy way to associate many index
fields with one document without retyping data that already exists in
another application. Autofill uses a database lookup to retrieve records
that match a key value entered by the user. Blank index fields are then
filled in automatically with the data from this lookup. The result is a
document database with many different possible search fields, of which
only one needed to be entered during scanning.
The key field may be typed by the user, or it may be read from the
document automatically using barcode recognition or OCR. The lookup is
performed either when the user changes this field or when the index
values are saved. If the lookup finds multiple matching records, the
user will be notified and the first set of values will be used by
default. |
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Using Pre-Indexed Batches |
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Pre-index batches are a unique feature of SimpleIndex that greatly improve
throughput for scanning a single document at a time. Pre-indexed batches
can be configured to allow the user to enter index values prior to
scanning, or they can be executed from the command line to circumvent
user interaction altogether.
Some typical scenarios for pre-indexed batches are:
1. User scans one document at a time by entering field values first,
scanning and having the images saved with these values automatically.
2. User has several pre-defined documents that they scan. All field
values are saved with the configuration file. User loads the scanner and
double-clicks the appropriate configuration to scan and save that file
automatically.
3. SimpleIndex is integrated with an existing application. A “Scan
Current Record” button is implemented that launches SimpleIndex and
passes the index values for the current document through the command
line. The user loads the scanner and clicks this button; images are
scanned and saved automatically. |
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Get a Web Demo
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Get a free online demo with a scanning specialist who can configure SimpleIndex
on your computer remotely.
Sign up now! |
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Download a Demo
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Fully functional 30-day demos are available for all Simple
Software applications. Download Now! |
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Watch the Video!
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QuickBooks Users
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SimpleQB lets you scan and view documents from QuickBooks
and import transaction data from OCR, barcodes or a database.
More on SimpleQB. |
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