ScanSoft OMNIPAGE PRO X FOR MACINTOSH User manual

LEGAL NOTICES

transcribed, reproduced, stored in any retrieval system or translated into any language or

computer language in any form or by any means, mechanical, electronic, magnetic, optical,

chemical, manual, or otherwise, without prior written consent from the Legal Department at

ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts 01960. Printed in the United

States of America and in the Netherlands.

The software described in this book is furnished under license and may be used or copied only

in accordance with the terms of such license.

IMPORTANT NOTICE

ScanSoft, Inc. provides this publication "as is" without warranty of any kind, either express or

implied, including but not limited to the implied warranties of merchantability or fitness for a

particular purpose. Some states or jurisdictions do not allow disclaimer of express or implied

warranties in certain transactions; therefore, this statement may not apply to you. ScanSoft

reserves the right to revise this publication and to make changes from time to time in the

content hereof without obligation of ScanSoft to notify any person of such revision or

changes.

TRADEMARKS AND CREDITS

ScanSoft, OmniPage, OmniPage Pro, OmniPage Pro X, True Page, Direct OCR and Language

Analyst are registered trademarks or trademarks of ScanSoft, Inc. in the United States and in

other countries. Mac and Macintosh are registered trademarks of Apple Computer, Inc. in the

U.S. and in other countries.

All other trademarks and trade names mentioned herein are hereby acknowledged and

recognized as property of their respective owners.

ScanSoft Inc.

9 Centennial Drive

Peabody, MA 01960

U.S.A.

ScanSoft Europe BV

Randstad 22-139

1316 BW Almere

The Netherlands

Part Number: 50-941001-00A

OmniPage Pro X User’s Guide iii

CONTENTS

Welcome 7

Chapter outline 7

Using this Guide 8

How to use online Help 8

Other online resources 9

New features in OmniPage Pro X 10

1 Installation and setup 11

System requirements 12

Installing the software 12

Running the program under Mac OS 9 13

Starting OmniPage Pro 14

Selecting your scanner 14

Registering OmniPage Pro 18

Removing OmniPage Pro 18

2Introduction 19

What is Optical Character Recognition? 20

Beyond OCR 20

Basic steps in the OCR process 21

The OCR Toolbar 22

The full OmniPage Pro interface 23

The Document window 24

The Thumbnail window 24

The Zone Info and Tools palettes 25

The Preferences dialog box 26

iv Contents

3 Processing documents 27

Basic processing steps 28

Automatic processing 28

To prepare for automatic processing 29

To process a new document automatically 30

To process an existing document automatically 31

Manual processing 32

Steps for manual processing 32

Using automatic and manual processing together 33

Using the OCR Assistant 34

Bringing page images into OmniPage Pro 36

Scanning pages 36

Loading image files 36

Opening OmniPage Documents 38

Using drag-and-drop 38

Creating and modifying zones 39

Creating zones automatically 40

Specifying zone types 41

Drawing zones manually 44

Modifying zones 46

Table zones 49

Performing recognition 50

Performing OCR 50

Proofreading OCR results 51

Verifying recognized text 53

Color markers 54

Getting page information 54

Working with documents 55

Resizing a page display 55

Saving a document as you work 56

Moving to other pages 56

Reordering pages 56

Deleting a page 57

Undoing edits 57

Modifying images 57

Modifying text 58

Printing a document 59

OmniPage Pro X User’s Guide v

Listening to a document 60

Closing a document 60

Quitting OmniPage Pro 60

Exporting documents 61

Saving an OmniPage Document 61

Saving images 61

Saving recognition results 62

Saving to Portable Document Format (PDF) 64

Copying a document to the Clipboard 64

Using drag-and-drop functionality 65

Direct OCR 66

Using Direct OCR 67

4Settings 69

OCR Toolbar options 70

Get Page options 70

Original Layout options 72

Style Set options 73

OCR options 75

Export options 75

Preference settings 76

Scanner settings 76

OCR settings 80

Spelling settings 82

Miscellaneous settings 85

5CustomizingOCR 87

Specifying the style set 87

Specifying a global style set 90

Creating style sets 90

Applying and editing zone styles 91

Font mapping 94

Zone templates 96

Training OCR 97

User dictionaries 101

Settings files 102

vi Contents

6 Technical information 103

Troubleshooting 104

Solutions to try first 104

Low memory situations 104

Low disk space situations 105

Improving accuracy 105

Improving fax recognition 108

Interface problems and solutions 109

System failure during OCR 109

Supported languages 110

Supported saving formats 111

Supported image file formats 112

Index 113

OmniPage Pro X User’s Guide 7

Welcome

Welcome to OmniPage Pro X ™, and thank you for buying our

software! This User’s Guide has been provided to help you get started

and give you an overview of the program.

Chapter outline

Chapter 1, Installation and setup, tells you how to install and start the

program and select a scanner. It lists the system requirements and

provides guidance on registering the product.

Chapter 2, Introduction, explains the OCR process and how it forms

part of the OmniPage Pro workflow. It also presents the program’s

main working areas and controls, starting with the OCR Toolbar.

Chapter 3, Processing documents, tells you how to do automatic and

manual processing and how to combine them. It details processing

steps: acquiring pages, zoning, recognizing, proofing and exporting.

Chapter 4, Settings, gives detailed information on each of the choices

offered by the pop-up menus in the OCR Toolbar. It also guides you

through the choices in the panels of the Preferences dialog box.

Chapter 5, Customizing OCR, provides information on some more

advanced features, such as style sets and their zone styles, zone

templates, training, user dictionaries and settings files.

Chapter 6, Technical information, gives troubleshooting advice and

details the supported file formats and languages.

8Welcome

Using this Guide

This Guide supposes that you know how to work in the Macintosh®

environment. Please refer to your Macintosh help resources if you

have questions about how to use dialog boxes, menus, scroll bars, and

so on. The following conventions are used in this Guide.

How to use online Help

OmniPage Pro X has an extensive HTML-based online Help system.

Click Help Contents or Help Index in the program’s Help menu to

open it. The Help system provides you with three tabbed panels:

uContents: A three-level table of contents. Click a topic.

uIndex: A two-level, alphabetical index. Enter a keyword or scroll

to the desired location and click an entry.

uSearch: Search keywords through the whole text of all help topics.

It lists all topics containing the specified word(s).

For advice on other Help facilities, please consult the documentation

for your HTML viewer.

Online help contains some topics not included in this User’s Guide:

an indexed glossary of terms, settings guidelines for a variety of

document types, a Quick Start Guide for reading a sample image file,

and documentation on Apple Event support and scripting.

Convention Purpose

Italicized text • Emphasizes menu commands, dialog box options, button

and file names: “Choose Open... in the File menu.”

• Names sections in this Guide.

• Emphasizes new terms the first time they are used.

Command key

symbol (z)Illustrates keyboard shortcuts. For example: zC means

hold the Command key down as you press the letter “c”.

Note or Tip Introduces a tip or an item of note.

How to use online Help 9

tTo get help on buttons and pop-up menus

Brief help is available without opening the online Help system. Hover

the cursor over any button or pop-up list in the OCR Toolbar or the

palettes. A concise description of the control appears in the status line

along the base of the OCR Toolbar.

tTo get help on topics and procedures

Select Help Index in OmniPage Pro’s Help menu. Begin to type in a

keyword you want to find. Asyou type inthe first letters of a keyword,

the Help system automatically shows you the first top-level index

entry beginning with the letters typed in. OmniPage Pro’s structured

index helps you to quickly find answers for your questions.

Click an index entry to display its related topic. If an entry is linked to

more than one topic, a pop-up list appears. Select the desired topic.

tTo browse through a series of topics

Use the Previous and Next buttons top right of each topic. These allow

you to view topics in the order they appear in the table of contents.

tTo view recently viewed pages

Use the Back button to retrace your steps to your previously viewed

topics.

tTo print a topic

Select the Print button, specify a printer to be used and print settings.

Other online resources

Readme files, in plain text and PDF formats, are located on the

installation CD. They contain last-minute information about

OmniPage Pro X. Please read one of them before installing the

application.

ScanSoft’s web site www.scansoft.com includes a Scanner Guide with

regularly updated information about supported scanners and related

issues. Access the site from the online Help topic Getting Help.

10 Welcome

New features in OmniPage Pro X

The family of OmniPage®products is now augmented by OmniPage

Pro X for Macintosh. Here we summarize its most important new

features compared to OmniPage Pro 8 for Macintosh.

uA better recognition engine has been integrated, capable of

delivering greater accuracy, particularly on degraded documents.

uSupport for the Mac®OS X operating system. A revised user

interface exploits the improved display techniques of the new

system. Support is maintained for Mac OS 9.

uA new Assistant facility provides interactive step-by-step guidance

for users new to the world of OCR processing.

uImproved parsing of page elements to retain the formatting and

layout of the original pages, in particular better retention of color

graphics and smarter text/graphics detection.

uBetter auto-detection and handling of tables and spreadsheets.

uDetection and recognition of reverse text (white or pale letters on

black or dark backgrounds).

uPortable Document Format (PDF) files can be opened and their

contents transformed to editable text.

uRecognized pages can be saved to Portable Document Format

(PDF) files, ready for display, use on the Web or for file transfer.

uExport support added for MS Word 98, 2001 and X and MS

Excel 98.

uImproved export support for HTML (upgraded to HTML 4.0).

uVoice read-back facility for texts in English and Spanish.

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