ScanTools Plus v6.4 2006 User's Guide

ScanTools Plus Users Guide
Publication Number 203 583 075
5601 Green Valley Drive Bloomington, MN 55437
Copyright 1994 - 1999, 2001 - 2006 Pearson Education, Inc. or its affiliate(s). All rights reserved. Use permitted only under license. Printed in the United States of America. PearsonNCS.com
5000i, DOSSIER, iNAME, OpScan, ScanTools, SelfScore, Sentry, EZData, NCS DesignExpert, OpScan iNSIGHT, PrintFlex, ScanFlex, Pearson Assessments and the logo are trademarks, in the U.S. and/or other countries, of Pearson Education, Inc. or its affiliate(s). Adaptec and USB2connect are trademarks of Adaptec, Inc. PostScript is a registered trademark of Adobe Systems Incorporated in the United States and/or other countries. Belkin is a registered trademark of Belkin Corporation. Citrix and MetaFrame are registered trademarks of Citrix Systems, Inc. in the United States. D-Link and DUB-C2 are registered trademarks of D-Link Systems, Inc. Edgeport is a registered trademark of Digi International. Microsoft, Visual C++, Visual Studio, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Pentium is a registered trademark of Intel Corporation. SIIG is a registered trademark of SIIG, Inc. SPSS is a registered trademark and SPSS/PC+ is a trademark of SPSS, Inc.
Read Me First
It is important that you read and are familiar with the following parts of this User's Guide BEFORE installing and operating ScanTools Plus software. This User's Guide is a basic overview of ScanTools Plus software. Use online help to find details of the functionality of the software.
System Requirements
Located in the Overview. Before you start, be sure that you have the right hardware and software on your system.
Upgrading/Migrating Applications from Earlier Versions of ScanTools Software

Located in the Overview. If you are currently using an earlier version of ScanTools softwareScanTools (DOS environment), ScanTools (16-bit Microsoft Windows environment), ScanTools II, or Image ScanToolsbe sure to review the upgrade instructions and considerations before you start. This is especially important if you plan to migrate your applications to the new software version.
Registering the Software

Located in the Overview. You should register ScanTools Plus software online. Online registration is required for timely notification of downloadable updates and upgrades, and to perform the download operation.
Using Online Help

Located in the Overview. Online help can be very useful and may eliminate the need for a call to Pearson Assessments Customer Support. If you do not know how to use online help, read this description and try it out on your system.
Training
To ensure optimal use and to receive complete support, Pearson offers training on ScanTools Plus. Visit our Web site at training.PearsonNCS.com or call 1-800-336-3426, extension 6123.
Calling for Help

Located in the Overview. If this User's Guide or online help does not have the answer to your question or problem, go to this description of how to get help.
NOTE: The sample screens and Microsoft Windows operating system references are from Windows 2000. If you are using a different Windows operating system, they may look slightly different, or be worded differently.
Preface
The purpose of this User's Guide is to help you install and operate ScanTools Plus software. The User's Guide makes the following assumptions:
You know how to use a personal computer. You are familiar with the Microsoft Windows operating system. The computer you are using meets the system requirements. You have read the relevant manuals for your Pearson OpScan, OpScan iNSIGHT, 5000i or EZData scanner.
Document Organization
The ScanTools Plus User's Guide consists of the following: Chapter 1 provides an overview and a description of the principle features of ScanTools Plus software. Chapter 2 describes how to install and configure ScanTools Plus software. Chapter 3 describes how to create (define) an application by using the ScanTools Plus Application Module. Chapter 4 describes how to scan documents. Chapter 5 describes edit profiles and the editing process. Chapter 6 describes score profiles and the scoring process. Chapter 7 describes conversion profiles and how to convert standard ScanTools Plus data files into other data formats. Chapter 8 describes archiving image files. Chapter 9 provides a brief summary of the optional ScanFlex module. Chapter 10 provides a brief summary of user exits. Appendix A is a tutorial to help you learn how to use the ScanTools Plus Application Module with Image scanners. Appendix B is a tutorial to help you learn how to use the ScanTools Plus Application Module with OMR scanners. Appendix C describes the structure of a ScanTools Plus data file (.DAT). Appendix D is a Glossary that defines terms common to ScanTools Plus software and scanning. The Index provides an alphabetic listing of topics contained in this manual.
Internet Access
We invite you to visit our Web site at PearsonNCS.com.
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Table of Contents
Chapter 1 Overview
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 System Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5 User Exits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5 Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6 Calling for Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7 Support Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8 Registering the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8 How to Register Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8 Using Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9 Upgrading from Earlier Versions of ScanTools Software . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11 Upgrading from ScanTools Plus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11 Upgrading from an Earlier Version of ScanTools Software . . . . . . . . . . . . . . . . . . . . . 1-11 Option 1: Remove the Earlier Version of ScanTools Software . . . . . . . . . . . . 1-11 Option 2: Keep the Installation of the Earlier Version of ScanTools Software 1-12 Migrating Applications from Earlier Versions of ScanTools Software. . . . . . . . . . . . . . . . . 1-13 Copy Application Files for Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13 Migrating from Earlier Versions of ScanTools Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13 Migrating from Image ScanTools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14 Migrating from ScanTools II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14 Migrating from ScanTools (16-bit, Windows 3.x or later environment) . . . . . . . . . . . . 1-15 Migrating from ScanTools - DOS environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15 iNAME Image Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 iNAME Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 Image Enable Disable Utility Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 RealTime OCR Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 User Exit Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Chapter 2 Installation and Configuration

Before You Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Installing ScanTools Plus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Removing (Uninstalling) ScanTools Plus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13 ScanTools Plus Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15 Scanner Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16 Paths for Applications, Profiles, and Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20 Confirmations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
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Chapter 3 Modify/Create an Application

Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Parts of an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Document Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Features of a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Output Format Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Image Clips for OMR Grids, Bar Codes, and Grayboxes . . . . . . . . . . . . . . . . . 3-7 Different OMR Grid Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Application Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10 Creating a ScanTools Plus Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11 Start ScanTools Plus Application Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11 Open an Existing ScanTools Plus Application for Modification . . . . . . . . . . . . . . . . . . 3-11 Select Application Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12 Select or Create a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Import a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Select or Create an Output Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14 Define Grids and Associate with Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15 Select Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Release for Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Close ScanTools Plus Application Module Window . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Making an Application Disk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17 Installing an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19 Deleting an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Chapter 4 How to Scan Documents

Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Parts of the ScanTools Plus Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The File Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Scanning Options Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scanner Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Edit Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Edit Correction Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 4-2 4-3 4-3 4-4 4-4 4-5 4-6 4-7
Chapter 5 Editing Data

Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Edit Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying an Existing Edit Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using the Mouse to Display Fields in Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing Edit Profile Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a New Edit Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 5-2 5-4 5-5 5-5 5-5
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Creating a Copy of an Edit Profile for use with the Same Application . . . . . . . . . . . . . . . . . 5-5 Post-Scan Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Selecting Edit Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Selecting the Application, Data File, and Edit Profile . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Starting the Edit Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Making Corrections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Manually Editing Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 Selecting the Data File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 Using the Modify Data File Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 Displaying a Specific Document Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 Editing the Displayed Document Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Chapter 6 Scoring Data

Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Score Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Score Profile Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modify or Create a Score Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Create a Copy of a Score Profile for use with the Same Application. . . . . . . . . . . . . . . . . . Changing Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scoring an Existing Data File (Post-Scan Scoring) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 6-2 6-3 6-4 6-5 6-6 6-6
Chapter 7 Converting Data

Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Conversion Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Output Formats for Converted Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Delimited ASCII (.DLM, .TXT, or .CSV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fixed Length Records (.SDF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SPSS for Windows (.SPS and .DA1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DOSSIER (.DSA or .DSE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IBM 3881 (.ASC or .EBC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Y2K Compliant (.Y2K) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Conversion Profile Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modify or Create a Conversion Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Create a Copy of a Conversion Profile for use with the Same Application . . . . . . . . . . . . . Changing Parameter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Converting an Existing Data File (Post-Scan Converting) . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 7-2 7-2 7-3 7-3 7-3 7-4 7-5 7-5 7-6 7-7 7-7 7-7 7-8
Chapter 8 Archiving Images

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iNAME Scan-Time Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Application Definition for iNAME Scan-Time Archiving . . . . . . . . . . . . . . . . . . . . . . . . . iNAME Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1 8-3 8-4 8-5
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Application Definition for iNAME Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting iNAME Merge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Post-Scan Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Application Definition for Post-Scan Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Starting Post-Scan Archiving. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8-5 8-6 8-7 8-7 8-8
Chapter 9 ScanFlex Option

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scanner Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ScanFlex Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ScanFlex Alignment Guide and Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Forms Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Printing Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ScanFlex/PrintFlex Guarantee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1 9-2 9-2 9-2 9-3 9-3 9-3 9-4
Chapter 10 User Exits

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Appendix A Tutorial: Creating an Application for an Image Scanner

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1 Creating the Application, Document, and Output Formats . . . . . . . . . . . . . . . . . . . . . . . . . A-2 Defining Image Clips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3 Defining Fields and Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4 Defining the Name Field and Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4 Defining the Birth Date Field and Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8 Define the MONTH grid as follows: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9 Define the first digit of the DAY grid as follows: . . . . . . . . . . . . . . . . . . . . . . . A-10 Define the second digit of the DAY grid as follows: . . . . . . . . . . . . . . . . . . . . A-11 Define the first digit of the YEAR grid as follows: . . . . . . . . . . . . . . . . . . . . . . A-12 Define the last three digits of the YEAR grid as follows: . . . . . . . . . . . . . . . . A-12 Defining the ID Number Field and Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13 Defining the Gender Field, Grid and Translate Table . . . . . . . . . . . . . . . . . . . . . . . . A-14 Defining the Grade Field and Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16 Defining the Part One and Part Two Fields and Grids . . . . . . . . . . . . . . . . . . . . . . A-18 Defining the Comments Field and Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-20 Defining the Score* Field (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21 Defining Post-scan Archive Index Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-22 Final Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-22 If You Need More Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-22
Appendix B Tutorial: Creating an Application for an OMR Scanner

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2 Creating the Application, Document, and Output Formats . . . . . . . . . . . . . . . . . . . . . . . . . B-2 Defining Fields and Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3 Defining the Name Field and Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3 Defining the Birth Date Field and Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5 Define the MONTH grid as follows: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6 Define the first digit of the DAY grid as follows: . . . . . . . . . . . . . . . . . . . . . . . . B-7 Define the second digit of the DAY grid as follows: . . . . . . . . . . . . . . . . . . . . . B-8 Define the first digit of the YEAR grid as follows: . . . . . . . . . . . . . . . . . . . . . . . B-9 Define the last three digits of the YEAR grid as follows: . . . . . . . . . . . . . . . . . B-9 Defining the ID Number Field and Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-10 Defining the Gender Field, Grid, and Translate Table. . . . . . . . . . . . . . . . . . . . . . . . B-11 Defining the Grade Field and Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-12 Define the GRADE grid as follows: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-13 Defining the Items Grids and Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-14 Final Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-17 If You Need More Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18
Appendix C Data File Format Appendix D Glossary
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Chapter 1
Overview
ScanTools Plus software runs under Microsoft Windows. It resides on a host computer attached to a Pearson scanner. It supports both OMR and Image technology scanners. OMR Scanners OMR scanners process Optical Mark Recognition (OMR) forms. The source data is recorded on each form by filling in small circles (sometimes referred to as bubbles or ovals) with a pencil or pen. The marked forms are organized and placed in a scanner. Then the ScanTools Plus Scanning Module starts the scanning process. The scanner detects the marks as they pass under the read head and sends data to ScanTools Plus software regarding the position and darkness of each mark on the form. Image Scanners Image scanners capture an image of the form as it passes through the read head of the scanner. OMR data is created from the scanned image in one of two ways, depending on the scanner model and/or user selection in the ScanTools application definition: OMR from Scanner - OMR data is created in the scanner and sent to ScanTools software in ASCII format. This method is optional for Pearson OpScan iNSIGHT 2/4 scanners with the imaging feature. OMR from Image - OMR data is created from the scanned image that is stored in the buffer in the memory of the personal computer attached to the scanner; the image is accessed by ScanTools software. This method is always used when the configured scanner is a Pearson OpScan iNSIGHT 70/150 or 5000i. It is optional for OpScan iNSIGHT 2/4 scanners with the imaging feature. For image scanners, in addition to the OMR data:
All or part of the form image can also be transmitted to the host computer for use during data editing and for image archiving. An optional ScanFlex module can be purchased and used to scan plain paper, laser-printed forms that contain form ID marks and timing marks. An optional RealTime Character Recognition module can be purchased and used to scan and recognize machine printed and hand printed text.
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Overview
System Requirements
System Requirements
To install and run ScanTools Plus software, you must have the proper computer hardware and operating system. If you attempt to install ScanTools Plus software on an unsupported operating system, you receive an error message and are unable to install. The requirements are different depending on which scanner you are using, and what action you are performing. The requirements are provided in Table 1-1.
Table 1-1 System Requirements
Scanners
OpScan iNSIGHT 70 OpScan iNSIGHT 150 5000i with speed upgrade
PC Hardware
Pentium processor - 3.2 GHz, minimum System memory of 512 MB Hard drive space: 650 MB of free space, minimum (1GB recommended). The required space may increase depending on the application's data storage requirements. Video Adapter with 24-bit color (recommended), 65K colors minimum Monitor at 1024 x 768 resolution A CD-ROM drive for installation An internet connection and a web browser for accessing the Support Web Site Ethernet Adapter 10/100/1000 Mbps, recommended Pentium processor - 1.7 GHz, minimum System memory of 128 MB, minimum (256 MB recommended) Hard drive space: 650 MB of free space, minimum (1GB recommended). The required space may increase depending on the application's data storage requirements. Video Adapter with 24-bit color (recommended), 65K colors minimum Monitor at 1024 x 768 resolution A CD-ROM drive for installation An internet connection and a web browser for accessing the Support Web Site Ethernet Adapter 10/100 Mbps, recommended
Operating Systems
Windows XP Professional SP2 All Windows hotfixes for the service pack must also be installed.
5000i
Windows XP Professional SP2 Windows 2000 Professional SP4 All Windows hotfixes for the service pack must also be installed.
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Overview
System Requirements
Scanners
OpScan iNSIGHT 2 with Imaging OpScan iNSIGHT 4 with Imaging
PC Hardware
Pentium processor - 866 MHz, minimum System memory of 128 MB, minimum (256 MB recommended) Hard drive space: 650 MB of free space, minimum (1GB recommended). The required space may increase depending on the application's data storage requirements. Video Adapter with 24-bit color (recommended), 65K colors minimum Monitor at 1024 x 768 resolution A CD-ROM drive for installation An internet connection and a web browser for accessing the Support Web Site Ethernet Adapter 10/100 Mbps, recommended USB 2.0 connection - Image or OMR processing RS-232 connection - OMR processing If using a USB 2.0 Add-on card: Must use one of the following cards, with the driver provided by the card vendor: Adaptec - USB2connect 4000A, the driver depends on Windows system used: Windows XP - do not install the Adaptec driver, use the Microsoft driver v5.1.26 dated 6/1/02 (default USB driver). If the Adaptec USB driver is installed, remove it. Windows 2000 - use Adaptec driver v3.1a Belkin F5U222 USB 2.0 PCMCIA adapter F5U219 USB 2.0 PCI adapter D-Link - DUB-C2 - USB 2.0 Cardbus Adapter with driver v1.0 SIIG JU-PCM222 - USB 2.0 PCI with driver v2.06 Same as OpScan iNSIGHT 2/4 with Imaging (above) with the exception below: Minimum USB 1.1, recommend USB 2.0 - OMR processing RS-232 - OMR processing
Operating Systems
OpScan iNSIGHT 2 (OMR Only) OpScan iNSIGHT 4 (OMR Only)
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Overview
System Requirements
Scanners
OpScan 2 OpScan 3 OpScan 4/4U OpScan 5/6 OpScan 7/8 OpScan 9010M/9020M
PC Hardware
Pentium processor - 866 MHz, minimum System memory of 128 MB, minimum (256 MB recommended) Hard drive space: 650 MB of free space, minimum (1GB recommended). The required space may increase depending on the application's data storage requirements. Video Adapter with 24-bit color (recommended), 65K colors minimum Monitor at 1024 x 768 resolution A CD-ROM drive for installation An internet connection and a web browser for accessing the Support Web Site Ethernet Adapter 10/100 Mbps, recommended RS-232 connection Same as OpScan 2/3/4/4U/5/6/7/8/9010M/9020M with the exception below: USB connection
Operating Systems
OpScan 10 OpScan 15 OpScan 21
EZData
Pentium processor - 866 MHz, minimum System memory of 128 MB, minimum (256 MB recommended) Hard drive space: 650 MB of free space, minimum (1GB recommended). The required space may increase depending on the application's data storage requirements. Video Adapter with 24-bit color (recommended), 65K colors minimum Monitor at 1024 x 768 resolution A CD-ROM drive for installation An internet connection and a web browser for accessing the Support Web Site Ethernet Adapter 10/100 Mbps, recommended USB 1.1 or USB 2.0 connection RS-232 with a USB adapter, use one of these: Keyspan USB Serial Adapter - recommended Edgeport USB Serial Adapter
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Overview
System Requirements
Terminal Server/Citrix environment is supported for these scanners:

OpScan 2/iNSIGHT 2 (OMR Only) OpScan 3 OpScan 4/4U/iNSIGHT 4 (OMR Only) OpScan 5/6 OpScan 7/8 EZData For additional PC hardware requirements, see reference above for your scanner model. RS-232 connection required for scanners supported. All scanners must be the same model and configured identically. See online help for details. Terminal Server 2003/ Windows Server 2003 Terminal Server 2000/ Windows Server 2000 - SP4 Citrix MetaFrame 1.8/ Windows Server 2003 SPEFR3 Citrix MetaFrame 1.8/ Windows Server 2000 SPEFR3 All Windows hotfixes for the service pack must also be installed.
System Notes
User Exits
The User Switch function of Windows XP is not supported by ScanTools Plus. 5000i and OpScan iNSIGHT 70/150 scanners must have the most recent version of the 5000i/OpScan iNSIGHT 70/150 Utility Software (version 06.60010 or greater) installed before ScanTools Plus software can be installed and run. Refer to the 5000i/OpScan iNSIGHT 70/150 Utility Software Release Notes for installation before installing ScanTools Plus software. The OpScan iNSIGHT 2/4 scanner USB driver is installed during ScanTools Plus software installation. OpScan 2, 3, 4, 4XP, and 4U scanners with the SelfScore option are supported. OpScan iNSIGHT 2 and 4 scanners with the SelfScore option are supported, using a RS-232 connection.
For any User Exit work, you must use a compiler that can create Windows Dynamic Link Libraries (DLLs). Pearson has developed and tested user exits using the following development platforms:
Microsoft Visual Studio .NET 2003 - Microsoft Visual C++ .NET. Microsoft Visual Studio v6.0, Service Pack 6 - Microsoft Visual C++. User Exits written for ScanTools II version 1.3 (and later) and Image ScanTools version 5.0 (and later) will run with ScanTools Plus.
User Exits written for earlier versions of ScanTools software will require rework. See the section on Migrating Applications in this chapter, the User Exit information in Chapter 10, and ScanTools Plus online help for more information.
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Overview
Capabilities
Capabilities
ScanTools Plus software supports:
Pearson 5000i, OpScan iNSIGHT, OpScan, and EZData scanners for application development and scanning Use of existing ScanTools applications and profiles Online editing, edit correction, file conversion, and scoring Post-scan editing, edit correction, scoring, image archiving, and file conversion Scan-time archiving using iNAME The ScanFlex option. It allows scanning of plain paper, laser-printed forms with form ID marks and timing marks, only on image scanners5000i and OpScan iNSIGHT with imaging The RealTime Character Recognition option. It allows scanning and recognition of machine printed and hand printed text, only on image scanners5000i and OpScan iNSIGHT with imaging Command-line entry/context file invocation The Download Plus Utility for OpScan and OpScan iNSIGHT 2/4 scanners equipped with Download firmware for OMR applications. See the scanner Download firmware documentation and online help for more information.
The following output format types can no longer be defined when creating or modifying conversion profiles. If you have existing conversion profiles with these types, you may still run them:
DIF Fixed-80 file conversion format (available in DOS ScanTools software) Sheet Compile SPSS/PC+ StatPac Gold
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Overview
Calling for Help
Calling for Help

As a new licensee of ScanTools Plus software, you will receive one year of Software Subscription Service which provides new software releases including all updates and upgrades. Additionally, you will receive telephone support and access to our Web-based support at support.PearsonNCS.com, which contains valuable software information and documentation. Continued renewal of your support agreement ensures that you stay up-to-date, and use the latest software features, while maintaining fixed budget costs.
IMPORTANT: Services no longer under warranty or covered under a support
agreement may be billable. The customer support representative will inform you if you require a billable service. When you have questions that are not answered by this manual or by the online help system, call Pearson Assessments Customer Support. Your support begins on the date of shipment and is available from 8:00 A.M. to 5:00 P.M. Monday through Friday, customers local time (except for Alaska and Hawaii which is through 7:00 P.M. CST). Customer support is not available on Pearson holidays. Before calling Pearson Assessments Customer Support, follow the steps listed below:
1. Check this manual, online help, and the support web site,
support.PearsonNCS.com, for the answer to your question. If you can't find the answer, continue to step 2.
2. Record the sequence of steps leading to the problem. 3. Record the text of all error messages encountered. 4. Have your 9-digit software Serial Number available; it is displayed in the
About ScanTools Plus dialog in the Help menu.
5. Be available at the scanning system. 6. Call Pearson Assessments Customer Support at 1-800-338-5544.
When you call Customer Support, an operator will first ask you to describe the problem; then the operator will connect you to a Pearson Assessments Customer Support analyst. If the analyst is not available, he or she will call you back, normally within one hour.
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Overview
Support Web Site
Support Web Site

If you have Internet access, select Support on the Internet on the Help menu of the ScanTools Plus software main window to access the Pearson Assessments Customer Support Web Site. A link to the Web Site is also available when ScanTools Plus software is installed; use Start | Settings | Control Panel | Add/Remove Programs | ScanTools Plus | Click here for support information | Support Information. Click on the link provided and your installed Internet browser will navigate to the site. Or, you may access the Pearson Assessments Customer Support Web Site at support.PearsonNCS.com. The Support Web Site gives you access to the following:
Frequently asked questions (FAQs) with answers about ScanTools Plus software and other scanning hardware and software products. Online registration of your ScanTools Plus software so that you can be notified of the availability of updates and upgrades. ScanTools Plus software updates and upgrades that you can download if you have a current Software Subscription support agreement. Non-downloaded software release distribution may incur a fee. ScanTools Plus documentation and manuals. Pearson Online Store offering a wide variety of standard OMR scannable forms and supply items to optimize your scanning investment. Training course information; syllabus, schedule, and online registration.
Registering the Software

Software registration ensures timely notification of downloadable updates and upgrades which are provided to you as a benefit of a current Software Subscription support agreement. Online registration is the preferred method, and is required for the following:
Notification of downloadable updates and upgrades. Downloading of the updates and upgrades. Non-downloaded software release distribution may incur a fee.
How to Register Online

1. Launch ScanTools Plus software and then select Help on the Main Window
menu.
2. Select Support on the Internet from the Help menu.
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Overview
Using Online Help
If you have Internet access, your web browser will open to the Pearson Assessments Customer Support web site (support.PearsonNCS.com). Or, if desired, you can open your web browser and enter support.PearsonNCS.com directly.
3. Log in to the support site. Enter your E-mail address and Password.
If you are a new visitor to the Customer Support site, you must register as a user before you can register your software. Go to Register and select Register Now. Follow the User Registration instructions provided.
4. Select Register Product. 5. Follow the instructions on the Register A Product page.
Using Online Help

ScanTools Plus online help contains information about each dialog box and other information needed to use the product. To access online help, use one of these methods:
Press F1 from any screen or dialog box to display information about that screen or dialog box. The information about the dialog box may be linked to related topics and information; for example, press F1 while the ScanTools Plus main window is displayed to show online help for this screen. Click Help on the menu bar and select Contents to display the online help system for ScanTools Plus software.
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Overview
Using Online Help
The left side of the online help display is the Explorer View Help. The tri-pane of the Explorer view Help window contains Contents, Index, and Search tabs. These appear to the left of the topic pane so that you never lose your place. Click the Contents tab to browse through topics by category. There are a number of books; each book contains individual help topics. From this dialog box, you can do the following:
To open a book, click the plus sign ( + ) next to the book or just double-click the book. All individual topics in the book are displayed in a list. To display a topic, click or double-click the topic. To print an individual topic, select the topic, then click the Print button.
Click the Index tab to display a list of index entries; either type the word you are looking for or scroll through the list. Click the Search tab to search for words or phrases that may be contained in a help topic. The first time you use Search you must go through the Find Setup Wizard to build a word search list. After the file is built, you can type any word in the first line of the Search tab to display a list of all topics in which that word occurs. You can then select and display any of those specific topics. You can also elect to search for phrases. After building the search list, click the Search tab and then select Options from the Search menu. Use the Find Options dialog to specify that you want to search for the words you type in exact order and display matching phrases. You can then type any phrase in the first line of the Search tab to display a list of all topics in which that phrase occurs. You can toggle between suppressing and displaying the Explorer View Help by clicking the Help Topics button at the top of the Help Window. You can also resize the proportion of the Explorer View Help to the Help Text window by selecting and dragging the line separating the two parts of the help window. The right side of the online help display is the Help Text window. It displays the help text for the currently selected help topic. Click the Back button to go to the previous topic you just viewed. Click the Print button to print the help topic to your printer. Click the arrow buttons (<< or >>) to go to a related topic. Within the topic window are words that appear in green underline; these are links to other topics. Place your cursor over the green underlined words and the cursor changes to a hand shape. Click the left mouse button to display the new topic.
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Overview
Upgrading from Earlier Versions of ScanTools Software

This section provides an overview on upgrading from earlier versions of ScanTools and ScanTools Plus software.
Note: If you are installing ScanTools for the first time, proceed to Chapter 2 for instructions on installation and configuration.
Upgrading from ScanTools Plus Software

If ScanTools Plus software is already on your system, you must first remove the existing version before installing the new version.
Note: ScanTools Plus software version 6.3 or greater and the utility software do not support Windows NT. If you are using Windows NT, do NOT uninstall your previous version of ScanTools and the utility software.
Refer to Removing ScanTools Plus Software and Installing ScanTools Plus Software in Chapter 2.
IMPORTANT: Before you begin installation, be sure you backup your existing ScanTools Plus applications, profiles, data files, and clip files.
Upgrading from an Earlier Version of ScanTools Software

If an earlier version of ScanTools software (ScanTools - DOS environment, ScanTools - 16-bit Windows environment, ScanTools II, or Image ScanTools) is already on your system, you have two ways to install the new software version. You can either choose to remove the existing version before installing the new version; or, you can choose to keep the existing version while installing the new version to a different directory. Option 1: Remove the Earlier Version of ScanTools Software
1. Before you begin the installation, be sure you backup your existing ScanTools
applications, profiles, data files, and clip files.
The backup is important because most files are no longer usable with the earlier version of ScanTools after they have been migrated to ScanTools Plus.
2. Remove the existing version of ScanTools software. Refer to Removing
ScanTools Plus Software in Chapter 2. in Chapter 2.
3. Install ScanTools Plus software. Refer to Installing ScanTools Plus Software 4. Migrate your applications, as needed, to ScanTools Plus software. Refer to
Migrating Applications from Earlier Versions of ScanTools Software in this chapter.
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Overview
Option 2: Keep the Installation of the Earlier Version of ScanTools Software

1. Before you begin the installation, be sure you backup your existing ScanTools
applications, profiles, data files, and clip files.
The backup is important because most files are no longer usable with the earlier version of ScanTools after they have been migrated to ScanTools Plus.
2. Install ScanTools Plus software. Refer to Installing ScanTools Plus Software
in Chapter 2. Be sure to install ScanTools Plus software to a different directory than the one used for the earlier version of ScanTools software you plan to keep. For example: Keep your ScanTools II installation in C:\Program Files\NCS Pearson\ ScanTools II\ Install ScanTools Plus in C:\Program Files\Pearson NCS\ScanTools Plus\
3. Copy the existing applications and associated files that you wish to migrate
from the old directory to the new ScanTools Plus directory. Be sure to keep the existing ScanTools applications, profiles, data files, and clip files in the old directory.
WARNING: Do NOT point to the existing files in the old directory from
ScanTools Plus when you open the application files to migrate them.
4. Migrate your applications, as needed, to ScanTools Plus. Refer to Migrating
Applications from Earlier Versions of ScanTools Software in this chapter.
After you have determined your approach, see Chapter 2 to learn about installation and configuration.
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Overview
Migrating Applications from Earlier Versions of ScanTools Software

This section provides an overview on migrating applications from earlier versions of ScanTools software. Applications, data files, and profiles created and saved in earlier versions of ScanTools software can usually be migrated to ScanTools Plus version 6.0 and later. Migration rules depend on the ScanTools software version you are migrating from. Before proceeding, be sure to check the requirements for your ScanTools software version and make backup copies of each application and profile you plan to migrate.
Caution: Be sure to back up all applications and profiles before migrating.
Copy Application Files for Migration

If you are migrating to a new version of ScanTools software, we recommend that you prepare as follows: In the version of ScanTools software you are migrating from, use Make Application Disk to copy all files associated with your applications to a specified directory location. Be sure to include background form image files if you are migrating from Image ScanTools. In ScanTools Plus software, use Install Application to copy all files associated with these same applications.
Migrating from Earlier Versions of ScanTools Plus

Applications, profiles, and data files created and saved in ScanTools Plus software (versions 6.0 - 6.3) are compatible with ScanTools Plus software version 6.4 (and later). Backward Compatibility
Caution: Once saved in the newer format, the applications remain backward
compatible to the same earlier version of ScanTools software, providing the following feature is not being used within the ScanTools definition file: Grayboxes using absolute units of measurement (inches or millimeters) to specify the size and location of evaluate and clip regions. (Grayboxes using Cell/TM or Hybrid units of measurement are acceptable.) If you have selected features (other than what is listed above) or performed operations in ScanTools version 6.4 (and later) that were not available in the earlier version, they will simply be unavailable.
Profiles are backward compatible to ScanTools Plus software (version 6.0 - 6.3) providing new features have not been used.
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Overview
Migrating from Image ScanTools

Applications, profiles, and data files created and saved in Image ScanTools software (version 4.2 or later) are compatible with ScanTools software version 6.0 (and later), with one possible exception: Background Form Image File Paths: If you are using background form images in your Image ScanTools application, you may need to update the location of the background form image files:
If you copy your application, the paths to these files may no longer exist or may have changed. You must open the application and then update the paths, as needed, from the Image Clips dialog. If you install your application, ScanTools Plus will search for the background form image files in the directory defined in the Image Clips dialog. If the files are found, the paths are not updated. If they are not found, it will search the directory where ScanTools Plus.exe is stored. If the files are found there, it will update the directory path(s) in the image clips dialog. We recommend that you open the application, verify the paths, and then update them, as needed, from the Image Clips dialog. See Installing an Application in online help.
Otherwise, no migration actions are required, although you will have the option of specifying the scanner light source via the Set Light Source dialog the first time you open the application. Backward Compatibility
Caution: Once saved in the newer format, the applications remain backward compatible to the same earlier version of ScanTools software, provided the following feature is not being used within the ScanTools definition file: Grayboxes using absolute units of measurement (inches or millimeters) to specify the size and location of evaluate and clip regions. (Grayboxes using Cell/TM or Hybrid units of measurement are acceptable.) If you have selected functions or performed operations in ScanTools 6.0 (and later) that were not available in the earlier version, they will simply be unavailable. You may need to reset the paths to your background form images, if you use them, in the Image Clips dialog. Profiles are backward compatible to Image ScanTools software (version 5.0 or later) providing new features from version 6.4 have not been used.
Migrating from ScanTools II

Applications, profiles, and data files created and saved in ScanTools II software (version 1.0 or later) are completely compatible with ScanTools Plus version 6.0 (and later). They require no migration actions although you will have the option
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Overview
of specifying the scanner light source via the Set Light Source dialog the first time you open the application. Backward Compatibility
Caution: Once saved in the newer format, the applications remain backward compatible to the same earlier version of ScanTools software, provided the following feature is not being used within the ScanTools definition file: Grayboxes using absolute units of measurement (inches or millimeters) to specify the size and location of evaluate and clip regions. (Grayboxes using Cell/TM or Hybrid units of measurement are acceptable.) If you have selected features or performed operations in ScanTools version 6.0 (and later) that were not available in the earlier version, they will simply be unavailable. Profiles are backward compatible to ScanTools II software (version 1.0 or later) providing new features from version 6.4 have not been used.
Migrating from ScanTools (16-bit, Windows 3.x or later environment)

You can use applications, profiles, and data files that were created in ScanTools (16-bit, Windows 3.x or later environment) version 1.2 or later. When you open the application or an associated profile from this earlier version, the Application Migration Options dialog box will be displayed. You must decide whether or not to save it in the newer 32-bit ScanTools format. Once saved in the newer format, the file cannot be used in ScanTools software (16-bit Windows environment). See online help for information about how Light Source, Read Parameters, Mark Threshold, and Discrimination Margin settings are affected in this migration. Backward Compatibility There is no backward compatibility. Applications and profiles saved with ScanTools Plus version 6.0 (and later) cannot be used in previous versions of ScanTools (16-bit Windows environment).
Migrating from ScanTools - DOS environment

You can use applications, profiles, and data files that were created in ScanTools (DOS environment) software version 2.5b or later. When you open the application or an associated profile from this earlier version, the Application Migration Options dialog box will be displayed. You must decide whether or not to save it in the newer ScanTools format. Once saved in the newer format, the file cannot be used in ScanTools software (DOS or 16-bit Windows environments). See online help for information about how Light Source, Read Parameters, Mark Threshold, and Discrimination Margin settings are affected in this migration.
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Overview
Backward Compatibility There is no backward compatibility. Applications and profiles saved with ScanTools Plus version 6.0 (and later) cannot be used in ScanTools (DOS or 16-bit Windows environments).
iNAME Image Archiving

Existing applications using the iNAME Image Archive function will run the same as in your previous version of ScanTools software. We recommend you update your iNAME implementation to take advantage of the ease of operation provided by the new, integrated iNAME interface. See online help for information about how to do this. Before using iNAME scan-time image archiving with an application created in an earlier version of ScanTools software (DOS or 16-bit Windows), the application must be saved (migrated) in ScanTools Plus format.
iNAME Merge
Existing applications using the iNAME Merge functionality will run the same as in your previous version of ScanTools software. However, you may need to update the location of the background form image files. The paths to these files are stored in the application so if the directory no longer exists or you move the application to a different directory when you migrate to ScanTools Plus, you must open the application and then update the paths from the Image Clips dialog. We recommend you update your iNAME Merge implementation to take advantage of the ease of operation provided by the new, integrated iNAME interface. See online help for information about how to do this.
Image Enable Disable Utility Migration

See online help for information about how the Image Enable Disable Utility affects migration.
RealTime OCR Migration

See RealTime Character Recognition documentation for information about continuing to use RealTime OCR and about migrating to RealTime Character Recognition.
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Overview
User Exit Migration

See online help for information about how User Exits are affected by migration. If you are using an earlier version of ScanTools software with User Exits and you want to migrate to the current version of ScanTools, you may have some rework to perform. Table 1-2 provides a general description of what you will have to do for this migration from each of the earlier versions of ScanTools.
Table 1-2 User Exit Migration
Current ScanTools Version

ScanTools (DOS environment) ScanTools (16-bit, Windows environment ScanTools II
Version Level User Exit Migration Route

All versions All versions 1.0 - 1.2 Rewrite all User Exits. Port User Exits from 16-bit to 32-bit and recompile. Port to the new shell and recompile is recommended. May not be required, depending on User Exit calls being used. See the Rebuilding User Exits topic in online help for additional details. No changes required. Port to the new shell and recompile is required. See the Rebuilding User Exits topic in online help for additional details. No changes required. No changes required.
ScanTools II Image ScanTools
1.3 1.0 - 4.2
Image ScanTools ScanTools Plus
5.0 - 5.2 All versions
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Overview
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Chapter 2
Installation and Configuration

This chapter describes how to install, remove, and configure ScanTools Plus software. If you experience any problems during the installation, do the following:
1. Record the sequence of steps leading to the problem. 2. Record all error messages encountered. 3. Have your 9-digit software Serial Number available. It is printed on the
Software Registration card, CD sleeve, and back cover of this manual.
4. Be available at the scanning system and call Pearson Assessments Customer
Support at 1-800-338-5544. An operator will ask you to describe your problem and then will connect you to a Pearson Assessments Customer Support analyst. If the analyst is unavailable, he or she will call you back, normally within one hour.
Note: The RealTime Character Recognition optional component must be installed separately.
Before You Install

Before you install, make sure your system meets the requirements listed earlier in System Requirements, including any Service Packs and hotfixes. If you attempt to install ScanTools Plus software on an unsupported operating system, you receive an error message and are unable to install. Also, review the upgrading information discussed in Chapter 1. This installation procedure applies to all operating systems. Where appropriate, the specific operating system is named.
Note: You must have Administrator rights to INSTALL or REMOVE ScanTools Plus software.
Before proceeding, note the following:
Backup. If upgrading, be sure you back up your existing ScanTools applications, profiles, and data files before you begin the installation. Exit all other application programs before installing ScanTools Plus software. If ScanTools Plus software is already installed on your system (the same version or a previous version), you must first remove the existing version. Refer to the Remove procedures later in this section. If you do not remove it, you will be prompted to do so when you attempt to install.
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Installing ScanTools Plus Software
Auto-Start. Make sure that the Auto-Start feature of your CD-ROM drive is enabled, or run setup.exe on the CD. License Key. You will be entering a special 14-character, alphanumeric License Key to install ScanTools Plus software. The License Key is used for installation and the 9-digit Serial Number is used when you call Pearson Assessments Customer Support. Do NOT use the Serial Number during the installation procedure. A label containing the License Key, Serial Number, and product name is displayed on the Software Product Registration Card, the CD sleeve, and the back cover of this manual. The Serial Number also is displayed in the About Box of the Help menu. To distinguish the numeral zero (0) from the letter O, the numeral zero will have a dot printed in the middle.

1. Insert the ScanTools Plus software CD into the CD-ROM drive. The software
installation will start automatically. Follow the on-screen installation directions. The InstallShield Wizard dialog box is displayed immediately followed by the Welcome screen:
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Click Next >.
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2. The License Agreement dialog box is displayed.
To continue installing, you must select I accept the terms of the license agreement. Use the scroll bar to read the entire text of the license agreement, and/or use the Print button to print a copy of it. Click Next >.
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3. The Customer Information dialog box is displayed.
Enter your User Name, Company Name, and License Key in the appropriate text boxes. This information is required for software installation.
Note: License Key: DO NOT ENTER THE 9-DIGIT SERIAL NUMBER. Enter the
14-character, alphanumeric License Key located on the Software Registration Card, the CD sleeve, and the back cover of this manual. To help you distinguish the numeral zero (0) from the letter O, the numeral zero will have a dot printed in the middle.
Click Next >.
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4. The Registration Confirmation screen is displayed.
Check your registration information again. If necessary, click No to return to the previous screen for re-entering any incorrect data. Click Yes to continue.
5. The Select Components dialog box is displayed.
The software components differ according to the variant of ScanTools Plus software you purchased. The variant description is displayed at the top of this screen; Scan Only has the fewest choices, Application Development has more choices, Application Development with Scoring has the most choices.
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If needed, use the scroll bar on the right side to view all components available for installation. Select any optional components you need by checking the box to the left of its name. Do not uncheck the Scanning Module; it is required. You can also remove one or more of the optional components by clicking on a component that is already checked.
Note: The optional Download Plus utility software component is only used with OpScan
and OpScan iNSIGHT 2/4 scanners equipped with Download firmware. See the Download Utility User's Guide that comes with these scanners for more information. 6. The Destination Folder indicates the default path where the ScanTools Plus
program will reside. If you want a different destination folder for the program files, click Browse to display the Choose Folder dialog box.
Enter the new path in the Path text box (default is currently displayed) or click the desired folder in the Directories window. Click OK to return to the previous Select Components dialog box.
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7. Space Required and Space Available are displayed below the Destination
Folder indicating how much disk space is required and how much is available. Click the Disk Space button to see how much space is available on a different drive. The Available Disk Space dialog box is displayed.
Select a different Drive and the Space Available and Space Required fields are automatically updated. Click OK to return to the Select Components dialog box. The drive that was last selected in the Available Disk Space dialog box is used in the Select Components dialog box. When the component list and the Destination Folder on the Select Components dialog box are correct, click Next >.
8. If you chose to install one or both of the User Exit Shell Module options, the
Select Directory dialog is displayed for each.
Navigate to the User Exit Wizard directory for each module; this should be the directory where Microsoft C++ Visual Studio and .NET will expect to find their wizards, normally:
Microsoft Visual Studio\Msdevxx\bin\Ide where xx is the Visual Studio software version Microsoft Visual Studio .NET xxxx\Vc7 where xxxx is the .NET software version
Click OK.
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9. The Add Desktop and Quick Launch Icons dialog box is displayed.
Select which shortcuts you want installed along with the ScanTools Plus software. You may select all items. Desktop installs a program icon on the Windows desktop; Quick Launch installs a program icon on the Quick Launch toolbar of the Windows taskbar. Click Next >.
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10. The Select Program Folder is displayed.
Pearson NCS is the default folder name. If you will be working from a different program folder, type the program folder name in the text box or highlight a folder name in the Existing Folders window. Click Next >.
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11. The setup program will begin copying files. The Setup Status progress screen
is displayed during the installation.
12. After all program files are installed, the Registration information dialog box is
displayed.
You should register online after installation by selecting the Support on the Internet function on the Help menu of the ScanTools Plus Main Window, or go the Pearson Assessments Customer Support Center at support.PearsonNCS.com. Online registration is required for timely notification of downloadable updates and upgrades, and to perform the download operation. Non-downloaded software release distribution may incur a fee. For details, see Registering the Software in Chapter 1. Click OK.
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13. The InstallShield Wizard Complete dialog box for ScanTools Plus is
displayed.
Select the actions you want to occur immediately after installation. You may select all items. Launch ScanTools Plus automatically runs the program as soon as you finish the installation. Yes, I want to view the ReadMe file now automatically displays the ReadMe file using a resident text editor program such as Microsoft WordPad. You can view it at any time using the Windows Start | Programs menu. It is available under the ScanTools Plus program. We recommend you read the file before you begin using the software. Click Finish to complete the installation process.
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Removing (Uninstalling) ScanTools Plus Software

To remove ScanTools Plus software from your system, use the steps listed below. User created items such as data files, profiles, applications, and directories will not be deleted.
Note: The RealTime Character Recognition optional component must be removed separately.
1. For Windows 2000 users, click Start | Settings | Control Panel | Add/Remove
Programs. The Add/Remove Programs dialog box is displayed.
Scroll down and highlight the ScanTools Plus application and select (click) the Remove button.
Note: For Windows XP users, click Start | Control Panel | Add or Remove Programs. Follow the instructions provided in the dialog box.
2. A dialog box stating that ScanTools Plus is preparing the InstallShield Wizard
is displayed followed by the ScanTools Plus Setup confirmation screen.
Click Yes.
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3. The Setup Status screen is displayed, followed by the Uninstall Complete
screen.
Click Finish.
4. The Add/Remove Program dialog box is displayed. Verify that the ScanTools
Plus program has been removed and then close the Add/Remove Program dialog box.
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ScanTools Plus Configuration Settings

Before you can start scanning documents, you need to specify the following in ScanTools Plus software: the scanner configuration, the directory paths to the applications, profiles, data files, and what actions will require confirmation.
Note: Do NOT attempt to run any of the ScanTools Plus functions until you have completed the following setup procedures:
1. Make sure the scanner is properly connected to the personal computer. 2. Write down the following information for future reference:
The scanner model. Whether or not the scanner has a transport printer, select stacker, or a bar code reader installed. For OpScan and OpScan iNSIGHT 2/4 scanners using an RS-232 connection, note the serial communication information (i.e., COM port on the PC, baud rate, data bits, stop bits, parity). This information is not needed for the OpScan iNSIGHT 70/150, 5000i, OpScan iNSIGHT 2/4 with Imaging, or OpScan 10, 15, or 21 scanners. EZData scanners are auto-detected and do not require scanner configuration.
3. Click the Start button on the Windows taskbar and choose Programs. 4. Select the Pearson NCS > ScanTools Plus entry in the program group. The
ScanTools Plus main window is displayed.
In the following sample main window, the Configure menu is activated. You will be using the Scanner Configuration, Paths, and Confirmations options on this menu.
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Scanner Configuration
1. From the Configure menu, click Scanner Configuration. The Scanner
Configuration dialog box is displayed. This dialog box displays differently depending on which scanner model is selected (see below).
Note: The dialog boxes displayed below are examples only. For example, the Scanner
Model in the dialog box for OpScan iNSIGHT 70/150, 5000i and OpScan 10/15/21 scanners shows a 5000i. The options will be the same for the OpScan iNSIGHT 70/150 and OpScan 10/15/21 scanners.
OpScan iNSIGHT 70/150, 5000i and OpScan 10/15/21 Scanners
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OpScan iNSIGHT 2 Scanners with Imaging
OpScan iNSIGHT 4 Scanners with Imaging
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OpScan 2/3/5/6/7/8/9010/9020/iNSIGHT 2 Scanners (OMR only)
OpScan 4/4U/iNSIGHT 4 Scanners (OMR only)
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EZData Scanners
2. For OpScan iNSIGHT 70/150, 5000i and OpScan 10/15/21 scanners, select any
optional scanner configuration information.
3. For other scanners, click Auto Configure to automatically determine the
Communications parameters and then change individual parameters (manually) if required. You should still double-check the items for Transport Printer, Select Stacker, and Write Operations Log, as Auto Configure does not handle these.
4. For ScanTools Plus software to keep a log of scanner operations, select the
Write Operations Log checkbox. The operations log is written to operate.log, an ASCII file located in the Data Files directory at the end of each batch scanned. The data files directory is defined in the Paths dialog box shown below; by default, this is in the C:\Program Files\Pearson NCS\ScanTools Plus\Data Files directory. You can view the log at any time with a text editor.
5. Click OK.
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Paths for Applications, Profiles, and Data Files

1. From the Configure menu, select Paths. The Paths dialog box is displayed.
2. This dialog box points to the directories where your ScanTools applications,
profiles, data files, and index files for image archiving are stored. Initially after installation, the paths displayed are based on the installation location. Use the Browse button if you need to navigate to a different location where the files reside.
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Confirmations
From the Configure menu, select Confirmations. The Confirmations dialog box is displayed.
Note: The Confirmations dialog box can be accessed from the Configure menu of the ScanTools Plus main window or the Options menu of the Application Module.
Confirmations are used when a ScanTools Plus action is initiated. ScanTools Plus software presents a message box verifying that the user really wants to perform the action. Use this dialog box to select the items for which you want a verification dialog box to be displayed. This is a safety feature to help prevent accidental erasure or overwriting of files. See online help for more detailed information about the items in this dialog box.
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Chapter 3
Modify/Create an Application
This chapter describes how to modify or create a ScanTools Plus application using the ScanTools Plus Application Module. Applications can be created using OpScan OMR scanners, OpScan iNSIGHT scanners, 5000i scanners, or EZData scanners to scan in the sheets of the document for which you are defining the application.
Task Summary
This section briefly describes how to modify an existing ScanTools Plus application and how to create a new ScanTools Plus application. Subsequent sections in this chapter provide additional details. Modifying an Existing Application
1. From the ScanTools Plus Application menu, choose Select and then select the
application you want to modify.
2. From the Application menu, select Open. 3. Make required modifications to the application. 4. From the Application menu, select Settings. These settings apply to all
documents in the application. Ensure that the Release for scanning option is checked (enabled). The remaining settings (options) are mostly for image scanners and apply to all documents in the application. This includes Read Cell Spacing, OMR Source (From Image or From Scanner), Light Source, Enable Image, Archive Image Scaling, ScanFlex, OMR/Merge Horizontal Adjustment, Enable iNAME, and Limit Bitone Dynamic Thresholding. Read Mode and Sheet Length for Thickness Measurement are for the 5000i and OpScan iNSIGHT 70/150 scanners only.
5. Save the ScanTools Plus application, using Save or Save As (a different name). 6. Exit the ScanTools Plus Application Module window.
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Task Summary
Creating a New Application

1. Select New from the ScanTools Plus application menu. 2. From the Application menu, select Settings. These settings apply to all
documents in the application. Most settings are for image scanners and apply to all documents in the application. This includes Read Cell Spacing, OMR Source (From Image or From Scanner), Light Source, Enable Image, Archive Image Scaling, ScanFlex, OMR/Merge Horizontal Adjustment, Enable iNAME, and Limit Bitone Dynamic Thresholding. Read Mode and Sheet Length for Thickness Measurement are for the 5000i and OpScan iNSIGHT 70/150 scanners only. Select New from the Document menu. Name the new document. Scan the sample forms of the document to register Form ID Marks and Timing Marks, or manually enter these values.
Note: Documents that are scanned by EZData scanners will also register bias bar values in addition to Form ID Marks and Timing Marks.
3. Define the new document:
Add Image Scanner Options if required. Click OK.
Note: Importing a document is another way of creating an application. See the details of
importing later in this chapter. 4. Create a new output format. 5. Create output field(s). 6. Define grids and fields.
Note: If you are scoring, refer to the Modify or Create a Score Profile section before
completing the Document Record definition. 7. Select Options from the Options menu to define other parameters associated
with the application.
8. Ensure that the Release for scanning option is checked (enabled) in
Application Settings.
9. Save1 the ScanTools Plus application (provide application title and unique
3-digit number).
10. Close the ScanTools Plus Application Module window.

Note: If an application is modified, all profiles associated with that application must be deleted and new profiles developed.
1. To avoid unexpected loss of input, we recommend that you save your application at various times during the application creation process.
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Parts of an Application
A ScanTools Plus application is a set of rules that governs how your computer collects data from your scanner and how it stores this information on your disk. The Application Module enables you to create or modify applications. Each ScanTools Plus application contains one or more document definitions and one or more output formats.
A document definition describes the location of data items on each form in the document. An output format defines the arrangement of a document's data items when they are written to a data file. A record format specifies how fields and character constants are arranged as part of a record. A document sequence definition describes the order in which the documents can be scanned.
Document Definition
A document is one or more sheets that together contain the data for one document record. A document with more than one sheet is called a booklet.
Sheet 4 Sheet 3 Sheet 2 Sheet 1
A Document Can Be
or
A Sheet A Booklet
(Made up of many sheets)
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Features of a Form
Forms must be printed to precise tolerances so that they are reliable for holding data. The ScanFlex option allows for forms printed with less tight printing tolerances to be scanned successfully on image scanners. Forms scanned by Pearson scanners have the following features:
Timing Marks: These are a regular series of short black bars down the long edge of a form. They tell the scanner where to find data on the form. Collectively, they are called the timing track. Response positions: These are small ovals, circles, or rectangles printed in color on the form; they indicate where the user should mark the sheet. The response positions line up in rows that align with the timing marks. Form ID Marks: These black squares typically align with the first timing mark on the form. The number and position of the Form ID Marks uniquely identify each form that is used in a document. Leading Edge: The edge of the sheet that enters the scanner first. Form ID Marks are normally placed here. Guide Edge: The edge of the sheet that is closest to the front of the scanner. The guide edge contains the timing marks. Clip Region (Image scanners only): The area of a form defined for image clipping. Image clips are used with editing and archiving, and with the optional RealTime Character Recognition component. Bias Bar (EZData scanners only): The EZData scanner requires that a bias bar be defined for every sheet of every form. A bias bar is a row of 12 black cells and is used at scanning time to make certain the scanner read head is functioning properly before scanning forms. The bias bar is printed on each side of the forms used by the EZData scanner. Enter the number that corresponds to the location of the timing mark on which the bias bar is printed. If you use the Scan button to define the EZData form, the timing mark number is automatically inserted. Valid values are 1 through the highest timing mark number on the form. Zero (0) is an invalid number for the EZData scanner.
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Note: Each of these features (except for clip region) is shown in the following diagram:
Form IDs Leading Edge
Guide Edge
Bias Bar (for EZData Scanners)
Timing Marks
IDENTIFICATION NUMBER
Grid
Response String or Characters
Output Format Definition

When a document is scanned, the data (the document record) is written to the data file that you specify. Each document record is stored as a single ASCII character string terminated by a carriage return and linefeed.
The first 40 positions in the string are the NCS Header data generated automatically by ScanTools Plus software to uniquely identify each document record. Refer to online help for more information on the NCS Header. The remaining characters comprise the data that was scanned from the document. The data is arranged in the order you specify when creating the document definition.
Note: If you selected Sample Applications and Files during installation, the file 801 sample.dat is installed in the Data Files directory under the directory where ScanTools Plus software is installed (the default is C:\Program Files\Pearson NCS\ScanTools Plus\Data Files). You may view it by selecting the 801 Application and the 801 sample.dat, then View from the Data File menu in the ScanTools Plus main window. (The file may also be viewed using any standard text editor.)
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Tools
ScanTools Plus software provides a set of tools that you use to create the grids and other data that populate a record format (see Tutorials, Appendices A and B). These tools are arranged as buttons in the upper left corner of the application module window. See the list of tools and associated tool buttons below:
OMR Tool. Defines how response marks on a sheet are to be interpreted as data. Do this by creating or selecting a grid, then setting the characteristics of the grid. By default, an image clip region is defined that is identical to the grid location; but, you may change the size and shape of the clip region using CTRL + drag. There is a Clip Attributes button to access the Clip Attributes dialog for defining archive information and characteristics of the image clip associated with a grid. The image definitions are only used when scanning with an image scanner. Bar Code Tool. ScanTools Plus software supports bar codes through an external bar code reader attached to the scanner. The bar codes must run in the direction of feed and all bar codes on a document must be located the same distance from the guide edge. Use the Bar Code tool to define the relative position and number of characters in this bar code. If you are scanning with an image scanner and you have drawn a bar code clip region in the grid definition area, you can access the Clip Attributes dialog to define archive information and the characteristics of the image clip associated with the bar code. Graybox Tool. For image scanners only, a graybox defines a region of the form to be evaluated for the presence of data (e.g., a written comment, hand printed text, or machine printed text). If the mark value of a Graybox region exceeds the threshold you define, the region is considered to contain data and is clipped. The image clip is used for post-scan editing or archiving or, if the optional RealTime Character Recognition component is installed, for text recognition.
By default, the image clip region is identical to the data evaluate region. If desired, the size and shape of the clip region can be changed so that each is different. You can use Ctrl+Drag in the Application Module grid definition area to extend the clip area or you can select the Grid Measurement button to access the Grid Measurement dialog where you can define each region more precisely. The Clip Attributes button is used to access the Clip Attributes dialog where you can define archive information and characteristics of the image clip associated with the graybox.
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The Resolution group box is available for you to select Standard Graybox if you are clipping for editing or archiving or ICR/OCR Graybox if you are clipping for the optional RealTime Character Recognition.
If installed, the RealTime Character Recognition engine returns the highest confidence character according to the ICR/OCR Parameters defined. The post-scan editor, using a graybox edit for ICR/OCR, will display the clipped image and the highest confidence character.
The ICR/OCR Parameters button is available to access the Print Type, Output, and Content dialogs for defining the physical aspects of the text expected in the ICR/OCR graybox, if the optional RealTime Character Recognition component is installed. The Test Recognition button is available to access the Recognition Results dialog where you can view character recognition results of a sample scanned sheet containing hand print or machine print characters. This is available if the optional component RealTime Character Recognition component is installed, and the graybox Resolution selected is ICR/OCR Graybox, and you are using an image scanner.
Translate Table Tool. The Translate Table tool creates a custom grid type and defines what the output characters are for each response position in the grid. You can import translate tables from a different application into the currently open application. Every translate table name appears as a Type in the OMR tool in all documents in the application. Literal Tool. The Literal tool defines a character or string of characters that is always written to every document record. It is also used to define selected parts of the NCS Header, such as the serial number, scan data, or the batch number, to be included in your data file. This tool does not provide an image clip for image scanners. Image Clips for OMR Grids, Bar Codes, and Grayboxes When used with image scanners, ScanTools Plus software is a system based on the clipping of images; that is, rather than saving all pixels from every piece of paper passed through the scanner, ScanTools Plus software saves only those portions of the image that are needed later, either for Key From Image (KFI), edit correction, archiving, or ICR/OCR (with the RealTime Character Recognition optional component). ScanTools Plus software supports a clip region for each OMR grid, bar code, or graybox (by default, matching its evaluation region). This is the area that will be clipped; on edit failure, for archiving, or for ICR/OCR resolution.
Note: To re-define the clip region, drag the cursor over the area you want defined while pressing the CTRL key. For grayboxes, you can also access the Grid Measurement dialog where you can define each region more precisely.
Using the Clip Attributes dialog on the associated tool, you may select archiving of the individual image clip for each grid, bar code, or graybox as part of the
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ScanTools Plus application definition. For more information on archiving images, see Chapter 8. Using the Grid Measurement dialog on the Graybox tool, you may define the unit of measurement and exact location of the graybox clip and evaluate regions, and whether or not the clip and evaluate regions are different. For more information on grid measurement, see online help. If the full version of the RealTime Character Recognition optional component is installed, you may use the ICR/OCR Parameters dialog on the Graybox tool to define character recognition characteristics for text within the graybox. In addition, if you are using an image scanner, you can use Test Recognition to perform character recognition testing. For more information on ScanTools Plus application definition for RealTime Character Recognition, see the separate Users Guide and online help provided with the optional component. Different OMR Grid Types The ScanTools Plus Application Module provides the grid response position strings for the grid types that are listed below. All of these grid types are also displayed on the OMR tool dialog box.
Alphabetic, no space: This grid type contains no space and the characters A-Z. It is provided with the translate tool. Only one mark in an alphabetic string is allowed. Alphanumeric: The valid alphanumeric characters are a blank space, A - Z, 0 9, and the following special characters. [.<(+\&!$*);^-/,%_>?:#@'=" Only one mark in an alphanumeric string is allowed. This grid type is provided with the translate tool.
Binary: Each position in the string represents a power of two. The first bubble represents one, the second bubble two, the third bubble four, and so on. Multiple marks are allowed. The values of all the marked bubbles are added together to produce the value of the grid. For example, marking the first (1), third (4), and fifth (16) bubbles will produce the following grid value (1 + 4 + 16 = 21).
Note: Binary grids CANNOT have preslug resolution defined as an attribute in the
Output field Entry. Also, you CANNOT define a preslug edit in an edit profile for this grid type.
BCD (binary-coded decimal): A five-position string (1248P) similar to binary, except that only the decimal numbers 0 through 9 can be represented by the response position string (10 through 15 cause the character * to be written to the document record). The fifth position is a parity bit. ScanTools Plus software uses odd parity. If the parity bit is incorrect, a * character is written
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to the document record. Multiple marks are allowed in each response position. If only four positions (1248) are used, the parity bit is not present and no parity checks will be made.
Note: Binary-coded decimal grids CANNOT have preslug resolution defined as an
attribute in the Output Field Entry. Also, you CANNOT define a preslug edit in an edit profile for this grid type.
Binary (Scoring): This grid type allows for multiple correct answers during test scoring. (ScanTools Plus Score Module does not support multiple correct marks.)
Note: Binary scoring grids CANNOT have preslug resolution defined as an attribute in the Output Field Entry. Also, you CANNOT define a preslug edit in an edit profile for this grid type.
Binary with Parity: Each position in the string represents the number 0 or 1. The highest-order position represents a parity bit. ScanTools Plus software uses odd parity. If the parity bit is incorrect, a * character is written to the document record. If no bubble is marked in a response position string, a zero (0) is written in the data record. Multiple marks are allowed in each response position.
Note: Binary with parity grids CANNOT have preslug resolution defined as an attribute
in the Output field Entry. Also, you CANNOT define a preslug edit in an edit profile for this grid type.
Litho-code: Unique serial numbers applied when the form was printed. The coding scheme is the same as binary, except that no parity bit is provided for. Your Pearson Print Services representative can discuss the uses of litho-codes with you.
Note: Litho-code grids CANNOT have preslug resolution defined as an attribute in the Output field Entry. Also, you CANNOT define a preslug edit in an edit profile for this grid type.
Numeric: The decimal numbers 0 through 9. Only one mark is allowed in each response position. This type is provided with the translate tool. One-digit response: The decimal numbers 1 through 9. Only one mark is allowed in each response position. This type is provided with the translate tool. In order to score, test questions must be defined as either a one- or two-digit response. Two-digit response: The decimal characters 01 through 99 represented as a single response position string. Only one mark is allowed in each response position. This type is provided with the translate tool. In order to score, test questions must be defined as either a one- or two-digit response. Translate: Each response position is translated to one or more output characters defined in the translate table. You can create your own translate tables in addition to those provided by ScanTools Plus software. You can also
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import translate tables from a different application into the currently open application. The following standard translate types are provided with the translate tool:
Alphabetic, no space Alphanumeric Numeric One-digit response Two-digit response
Application Options
The Options item on the ScanTools Plus Application Module window menu bar enables you to select other parameters associated with a ScanTools Plus application:
Sequence defines what document sequences are acceptable when scanning a multi-document application.
Note: Sequence is active only when more than one document is defined in the
application.
Confirmations enable you to define which actions in ScanTools Plus software will generate a confirmation dialog box. Read Controls define the level of control the ScanTools Plus application user has in adjusting the threshold and discrimination settings from ScanTools Plus software. Form ID Matching provides an enhanced check for documents in the same application that have different widths but have identical Form ID Marks for the area they have in common. iNAME Configuration provides the parameters used for scan-time image archiving, including which images to archive, the destination directories for the image files, single or multi-image files created, if user exits are also being used, index file format, defining the actual index entries that will be written to the index file, and whether or not to run iNAME Merge after scanning.
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Creating a ScanTools Plus Application

This section describes in detail the steps for creating a new ScanTools Plus application or a ScanTools Plus application by modifying an existing one. For more specific details, refer to Appendices A and B.
Start ScanTools Plus Application Definition

To start ScanTools Plus Application Definition select Application from the ScanTools Plus main window menu bar; then click New. The ScanTools Plus Application Module window is displayed.
Note: The window below is an example only.
Open an Existing ScanTools Plus Application for Modification

To modify an existing ScanTools Plus application, do the following:
1. In the ScanTools Plus Main dialog box, select the application you want to
modify from the Application drop-down list and then select Application from the menu bar and click Open. Or; Select Application from the menu bar and click Open.
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2. In the Open Application dialog box, select the application you want to modify,
then select the Title or Number from the drop-down list, and then click OK.
Select Application Settings

From the Application selection on the menu bar, select Settings. The Application Settings dialog box is displayed. The settings in this dialog are primarily used by image scanners. The values defined in this dialog are used by all documents in the application. Application Settings include the following items, all are explained in detail in online help.
Release for Scanning - required for scanning from the main screen. Inverted Transport Printing - if the currently configured scanner does not have a printer installed, this appears in red. User Exit File Name, if used Image Settings - All of the remaining settings are used by image scanners only. If you are using an OMR scanner you can still select settings if you plan to use an image scanner at some time. The settings will be ignored for the OMR scanner during scanning (not during application definition).
OMR Source and Read Cell Spacing - OMR From Image or OMR From Scanner, plus read cell spacing selections for each source. .300 line read spacing is only for use with image scanners; it will not scan on an OMR-only scanner. Light Source - Infrared (pencil read) or Red (ink read) Enable Image - which side of the sheet to produce an image to work from. For OpScan iNSIGHT 2/4 scanners, you have the option to not use imaging on both sides; OpScan iNSIGHT 70/150 and 5000i scanners always use imaging on both sides. Archive Image Scaling - optionally change the resolution of archived images ScanFlex - only if purchased; enable it for the application if needed, and if enabled, select which ScanFlex options to use Enable iNAME - enables scan-time iNAME image archiving OMR/Merge Horizontal Adjustment - improves alignment in the horizontal direction (x-axis) of the OMR response spacing for the ScanFlex option and/or the background form image to the scanned image. Select this only if using ScanFlex and/or a background form image. This setting requires a form ID mark printed in a specific location on the scanned form and two timing marks that are at least four inches apart. Limit Bitone Dynamic Thresholding - applies to handprint data type only and limits the bitone point to +/- 12 grayscale levels around the average for the specific side of the form.
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5000i and OpScan iNSIGHT 70/150 scanners only settings:
Read Mode - resolution vs. speed Sheet Length for Thickness Measurement - used to ensure detected double sheets do not produce thickness errors due to thicker areas (e.g., bar codes) on the form.
Select or Create a Document

To select an existing document, do the following:
1. Select Document from the ScanTools Application Module window menu bar
and click Select. The Select Document dialog box is displayed.
2. Click the Title drop-down list to select the document you want. 3. Click OK.
To create a new document, do the following:

1. Select Document from the menu bar and click New. The New Document
dialog box is displayed.
2. Type the document name in the Title field. 3. Load your scanner with a sample document. If the document has more than
one sheet, make sure the sheets are in the correct order. 4. Click the Scan All button. When the sample document has completed scanning, information about the timing marks and the Form ID Marks of each sheet is displayed in the lower half of the dialog box. 5. Click OK.
Import a Document
WARNING: Whenever you modify an application in ScanTools Plus software, any edit, score, or conversion profiles associated with that application are invalidated. This includes importing documents into an application. You must re-create the profiles.
You can import a document in the following three ways:
Import a document created in NCS DesignExpert software. First export the document from NCS DesignExpert software; this creates a ScanTools Plus application file with an .SDS (ScanTools Document System) extension. Use this .SDS file as the application containing the document you wish to import.
Note: Image information defined in NCS DesignExpert software cannot be imported into
ScanTools Plus.
Import a document from one application into another application. Import a document within the same application (modify Form IDs and create a similar document). To do this, select the same application that is now open.
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To import a document, do the following:

1. In the Application Module, open the application you want to import the
document into.
2. From the Document menu, select Import ScanTools Document. The Select
Application File dialog box is displayed.
3. Select the application containing the document you want to import and click
OK. The Select Document to Import dialog box is displayed.

Note: Only applications with the .SDS extension can be imported.
4. Select the Title of the Document to Import and the Document Number in the
Destination Application; then, click OK.
5. During the import operation, Document Titles, Record Formats, and Translate
Tables are checked for duplication. When a duplicate item is found, a dialog box is displayed explaining the problem and giving you options to correct it.
6. After importing a document, save the application in one of two ways: 1) use the
Save function on the Application menu to save it to the same application name and number, or 2) use the Save As function to save it to a different application name and number.
See online help for full details about importing a document.
Select or Create an Output Format

A document definition must be associated with an output format. When you select a document, the output format is automatically selected. To select and view an existing Output Format click Select from the Output menu bar item.
Note: If you select a different output format from the one that was associated with the document, the ScanTools Plus Application Module window displays a Delete all grids for the current document and apply the new output format? warning message. If you press the Yes button, all grids from the document definition you selected will be deleted. The deletion becomes permanent if you save the application.
To create a new Output Format, do the following:

1. Click New from the Output menu bar item. 2. In the New Output Format dialog box, type the name of your new format in
the Name field.
3. Click the checkbox to select the Apply Output Format to current document. 4. Click OK.
If you are scoring and want to store total and/or subtest scores in the output record, you must define fixed length fields in the output record that are not associated with a grid to be used after scoring to store the scores.
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Define Grids and Associate with Fields

Refer to the tutorials in Appendices A and B to learn how to define grids and associate with fields in the output format. Online help also describes how to perform this task. The following steps briefly summarize this process:
1. Open the ScanTools Plus Application Module window. 2. If you are working with a multi-sheet document, select the sheet you will be
working on from the Sheet control in the left side of the Application Module window. load it into your scanner. (Refer to the tutorials in Appendices A and B for hints on how to mark grids.)
3. Mark a sample sheet with the boundaries of the grid you want to define, and
4. If the grid requires a translate table, use the Translate tool to define it. You can
also import translate tables from a different application into the currently open application. The OMR tool is used to define grids on a sheet.
5. Open the OMR Tool.
6. In the lower left corner of the ScanTools Plus Application Module window,
click the Scan Sheet button.
7. Select the boundaries of the grid using the OMR Tool. (See the tutorials in
Appendices A and B for examples.)
Note: You can select an existing field in the field list box to associate with the grid. In that case, skip steps 8 and 9.
click New. (The Output Field Entry dialog box is displayed.) transferred to.
9. Define the characteristics of the output field that data from the grid will be 10. Click OK.
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click the Append button. This associates the grid with the output field.
12. Repeat steps 6 through 11 for every grid to be defined.
Select Options
From the Options selection on the menu bar, you can define other parameters associated with the application definition. These include Sequence of documents, Confirmations, Read Controls, Form ID Matching, and iNAME Configuration. Save ScanTools Plus Application. Select Application from the menu bar; then, select Save. For new applications, the Save As dialog box is displayed. Enter a name and number for the application and click OK.
Release for Scanning

When you have completed defining the application, ensure that Release for Scanning is checked in the Application Settings dialog. This is required for using the application in the ScanTools Plus main screen.
Close ScanTools Plus Application Module Window

Select Application from the menu bar; then, select Exit.
Note: If you are scoring, editing, or converting this document, refer to the appropriate section or the online help before creating edit, score, or conversion profiles.
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Making an Application Disk

Applications are composed of a number of different files that work together. You can copy an application definition file and its associated edit, score, conversion, data files and user exit files. For imaging applications, you can also copy background form files, image clips, iNAME configuration files, and RealTime OCR control files, as needed.
Note: Additional files required for the optional RealTime Character Recognition
component are automatically included when you check Data, ICR and Clip Files.
The Make Application Disk feature is the preferred method to use when you are preparing to migrate an application to a newer version of ScanTools software. See online help for a description of the rules governing the default values that will be copied to the diskette. Use the following steps to create an application disk:
1. Format and label a disk if you are using removable media. 2. From the Configure option on the ScanTools Plus menu bar, select Make
Application Disk. The Make Application Disk dialog box is displayed.
3. Select the application(s) that you want to copy to disk.
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4. In the Copy Input/Configuration Files of Type and Copy Output/Produced
Files of Type sections of the dialog box, check every type of file that you want to copy to the disk. application files copied.
5. In the Copy to field, type the drive letter and path where you want the
Note: It is generally a good idea to copy the files to an empty disk or directory rather than
combining the files of several applications in one directory. This enables easier installation of the application. If you are copying a large number of files, create a directory on the disk to copy them to. 6. Click OK. The Copy Application Files dialog box is displayed:
7. Confirm that these are the files you want to copy and make changes if
necessary.
8. Click Copy. The files are copied to the location you entered.
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Installing an Application
Installing an Application
If you need to use a ScanTools Plus application that resides in a location other than where ScanTools Plus is currently configured in its Paths dialog, use Install Application. This feature copies all application files to the location currently defined in the Paths dialog. The Install Application feature is the preferred method to use when you are preparing to migrate an application to a newer version of ScanTools software. To install an application from any valid drive, use the following procedure:
1. From the Configure item on the ScanTools Plus menu bar, select Install
Application. The Install Application dialog box is displayed.
2. In the Directories panel, select the directory the application files are located in. 3. In the Files panel, select the file(s) you want to copy. Once a file is selected, use
the Details button to see more information about the application file.
4. Click OK. The application files are copied to the location selected in the Paths
dialog.
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Deleting an Application
Deleting an application with ScanTools Plus software enables accurate deletion of all associated files. Use the following steps:
1. From the Configure item on the ScanTools Plus menu bar, select Delete
Application Files. The Delete Application dialog box is displayed:
2. Select the application(s) you want to delete. 3. If necessary, change the checkboxes to indicate whether or not application,
profile, data files, and other associated files should be deleted.
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4. Click OK. The Delete Application Files dialog box is displayed:
5. Confirm that these are the files you want to delete, and make any necessary
changes by clicking on the file name to de-select it.
6. Click OK. The files are deleted.
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Chapter 4
How to Scan Documents

This chapter describes how to scan documents.
Task Summary
This section briefly describes how to scan documents.
1. Configure the context:
Select an Application. Select or Create a Data file. Select an Edit profile (optional - only for editing).
Note: If you are using an image scanner and edit correction will be performed after scanning (post-scan editing), you should select an edit profile during scanning so that image clips can be acquired and presented properly later in the post-scan editor. Image clips of edit failures are created during scanning, using the edit profile selected at scan time. A different edit profile can be selected for post-scan editing; however, there may not be image clips displayed in the post-scan editor for all edit failures, depending on how the edit profiles differ. A field could have passed editing during scanning, but failed using a different edit profile in post-scan editing, therefore the image clip was not captured during scanning. Additionally, for grayboxes, the same edit type must be used at both scan time and at post-scan editing.
Select a Score profile (optional - only for online scoring). Select a Conversion profile (optional - only for online converting).
Note: You can also start scanning through a context file. Refer to online help for more
details. 2. Check the settings in the Scanning Options dialog box (Options menu). 3. Load documents in the scanner and start scanning.
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Parts of the ScanTools Plus Window
Parts of the ScanTools Plus Window

When you start ScanTools Plus software, the ScanTools Plus window is displayed.
This window has three parts:
The menu bar enables you to configure ScanTools Plus software and access the ScanTools Plus help facility. The action bar displays buttons to initiate scanning, editing, scoring, converting data files to other formats, and archiving image clips. The file bar enables quick selection of files to be used in a scanning task.
The display of the action bar and file bar is controlled through selections made from the Options menu.
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Configuring the Context
Configuring the Context

When you scan documents, the final format of the data depends on files that you control; i.e., the application name, the edit profile names, the score profile names, the conversion profile names, and the name of the data file where the data is collected. Together, these selections are called the context of the scanning task.
Note: You can specify the directories where the files are located by selecting Configure from the menu bar and then selecting Paths from the drop-down list.
You can specify the context by selecting files in one of three places:
The file bar (shown below).
The File Bar
The menu bar items - Application, Data File, Edit, Score, or Convert. Each of these has a Select item, where you can select the file you need. The Scanning Options dialog box.
The file bar is displayed beneath the menu bar on the ScanTools Plus main window through selections made from the Options menu. Once displayed, each component of the context (i.e., the Application, Data file, Edit profile, Score profile, and Conversion profile) can be selected from here.
Note: ScanTools Plus software may override your file bar selections with the file names you choose in the Scanning Options dialog box.
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Scanning
The Scanning Options Dialog Box

The Scanning Options dialog box offers you even more control over the context than the file bar does. Additional features include the following:
Automatic naming of data files Enabling/disabling data file and profile choices made on the File Bar For data files that already contain data, whether to append or replace (overwrite) the new data Control of serial, batch, and run numbers Types of errors that will cause ScanTools software to stop the scanner Enabling online edit correction of document records while scanning Setting scanner read parameters for mark threshold and discrimination Select Options from the menu bar. Select Scanning Options from the drop-down list. The Scanning Options dialog box is displayed.
To access the Scanning Options dialog box, use the following steps:
Scanning
Once you have configured the context for your scanning task, load the documents to be scanned into your scanner. You can start scanning in one of three ways:
1. Click the Scan button in the action bar; or, 2. Select Actions from the menu bar; then select Scan; or, 3. Press the F2 function key.
While the scanner is in operation, the Scanning progress window is displayed.
The information contained in this progress window is self-explanatory and varies depending on the context you have selected.
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Scanning
IMPORTANT: The ASCII data file created by ScanTools Plus software can be used without further processing. You can also use ScanTools Plus features for editing, scoring, or converting data files.
Scanning will stop for any of three reasons:
The scanner runs out of documents. A scanner error, such as a jam or communications error, occurs. An edit error; the edit profile that you are using forces scanning to stop.
Scanner Errors
A scanner error occurs when your scanner is not capable of performing its basic functions with a sheet, for reasons such as:
Unreadable Form ID Marks or timing marks. A sheet jam in the scanner. Communications errors between the scanner and your computer. Input hopper is empty.
ScanTools Plus software displays the Scanner Error dialog box when scanner errors occur.
The Error(s) and Recovery fields are self-explanatory. They contain detailed information about the nature of the error and the steps that you need to take to recover. The Last document field identifies the last complete document that scanned successfully. Expecting sheet shows which sheet in the current document is expected by ScanTools Plus software.
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Scanning
The course of action you take to recover from a scanning error depends on the scanning task you are performing, as well as the nature of the error.
If scanning stopped and the sheet causing the problem can be corrected, you can restart scanning at that sheet by pressing Resume. If your scanning task allows you to remove the faulty document from the batch and continue scanning, you can restart scanning by pressing Rescan Document. The Rescan Document button is only enabled when you are scanning a booklet and are expecting some sheet other than the start of the document. If you need to stop scanning at that document, press Stop. (Data for prior documents in the batch is saved to the data file.)
Edit Errors
The edit profile you select (if any) may contain validation tests or other criteria that documents must conform to; i.e., the presence of data in mandatory fields, the absence of multiple marks, etc. If a document fails an edit profile's tests, ScanTools Plus software can handle the document or document record in one of several ways:
ScanTools Plus software can select the failing document for manual correction, either by stopping the scanner or by diverting the document into the select stacker. ScanTools Plus software can queue the failing document record for online edit corrections. An Edit Correction dialog box is displayed during scanning, enabling you to review and correct the error before the document record is saved to the data file. ScanTools Plus does not display image clips during the online edit correction process. ScanTools Plus software can flag the failing document record as it is written to the data file for correction after scanning.
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Scanning
Edit Correction Dialog Box

If Online Edit Correction is selected in Scanning Options (does not support Imaging), each time a document fails an edit profile test, the Edit Correction dialog box is displayed during scanning. This dialog box enables you to review and correct the error before the document record is saved to the data file.
To correct each edit failure as it occurs, use the following steps:

1. Examine the Edit Correction dialog box to see why the data is in error. The
Text box shows the invalid data.
2. In the Text box, type the correct data for the field. 3. Click the Next Field button. If the change you made corrects the failure, the
status in the Field window for this field will change from Failing to Corrected, and the next failing field will be displayed.
If the failed field is set up as an optional correction in the edit profile, you can click Next Field without changing the text; the status in the Field window will change from Failing to Viewed. When all the failed fields in the record have been viewed, the record will be removed from the Edit Correction dialog box. The data file will accept the record with any changes made or not made. The Always Edit type is not presented during online edit correction. You need to run post-scan editing to deal with this edit. See online help for details.
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Scanning
If you are using an image scanner, the Graybox Edit type is not presented during online edit correction. You need to run post-scan editing to deal with it. The same edit type must be used at both scan time and at post-scan editing. See online help for details.
4. Repeat step 3 for all fields listed in the Field window. When the last field of this
record is corrected, the next record that needs to be corrected will appear when you click Next Field.
5. Repeat steps 1 through 4 for all records in the queue. 6. To stop the scanning process, click Stop on the Scanner Error dialog box, and
then click Exit on the Edit Queue Not Empty field.
You can then resume operation by clicking the Scan button on the ScanTools Plus main window. The scanning and the Online Editing session will continue from where you left off.
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Chapter 5
Editing Data
This chapter describes edit profiles and the editing process.
Task Summary
This section briefly describes how to modify an existing edit profile, how to create a new edit profile, how to edit a data file using an edit profile, and how to manually edit a data file. Modify an Existing Edit Profile
1. From the ScanTools Plus main window, select the application. 2. Select and open the edit profile you want to change. 3. In the Edit Profile window, perform the necessary modifications and save
your changes.
Create a New Edit Profile

1. From the ScanTools Plus main window, select the application. 2. Select New from the Edit menu and assign a name to the edit profile using the
first field of the profile. profile and save it.
3. In the Edit Profile window, perform the necessary steps to create the new edit
Editing a Data File Using an Edit Profile

1. Select the application that is associated with the data file. 2. Select the data file you want to edit. 3. Select the edit profile you want to use.
Note: If you are using an image scanner, image clips of edit failures are created during scanning using the edit profile selected at scan time. A different edit profile can be selected for post-scan editing; however, there may not be image clips displayed in the post-scan editor for all edit failures, depending on how the edit profiles differ. A field could have passed editing during scanning, but failed using a different edit profile in post-scan editing, therefore the image clip was not captured during scanning. Also, for grayboxes, the same edit type must be used at both scan time and at post-scan editing.
4. Check the settings in the Edit Options dialog box (Options menu). 5. Select Edit. 6. Make corrections in the Edit Correction window as errors appear.
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Editing Data
Edit Profile
Manually Edit a Data File

1. Select the application that is associated with the data file. 2. Select the data file you want to edit. 3. From the Data File item on the menu bar, select Open. 4. Edit the data file in the Modify Data File dialog and save your changes.
Edit Profile
Data editing is used to check field data scanned into the ScanTools Plus system. Edit profiles are defined separately from the application, but work only with the specific ScanTools Plus application that was selected when the profile was created. Any number of different edit profiles can be defined for a single ScanTools Plus application. For image scanners, if you want to capture image clips of the failing field, you must have the edit profile selected at scan time. If you do not select an edit profile at scan time, and later perform post-scan editing, image clips are not available for viewing. Several editing methods are available to you. Online Editing and Online Edit Correction both take place at scan time. Post-scan Editing and Manual Editing both take place after scanning has been completed.
1. Online Editing takes place at scan time using the edit profile selected. Scanned
data is checked by an edit profile and actions (reject record, stop scanner, select sheet, etc.) are performed as sheets are scanned, based on whether or not the edit passes or fails. If replacement characters are defined in the edit profile, that action is also performed during scanning. This method is described in Chapter 4 (Scanning). Scanning Options dialog. It gives you the ability to review and correct edit failure during scanning before the document record is saved to the data file. The Edit Correction dialog box displays a list of document fields that have failed edit verification based on the current edit profile. If you are using an image scanner, ScanTools Plus does not display image clips during the online edit correction process. This method is described in Chapter 4 (Scanning).
2. Online Edit Correction also takes place at scan time. This feature is on the
Caution: Online Edit Correction must not be used with scan-time iNAME Image Archiving.
3. Post-Scan Editing lets you review and correct records in a data file that have
been flagged during a previous scanning session. The Correcting Serial Number dialog box enables you to review and correct errors before the document record is saved to the data file. If you are using an image scanner, the same edit type must be used for grayboxes at both scan time and at post-scan editing.
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Editing Data
Edit Profile
Note: If you are using an image scanner, the background image of the form comes from a .tif file that must be supplied by the user and specified in the application definition. The displayed image will be only as good as the user-supplied .tif file.
4. Edit Data Files Manually. In this operation, you open the data file, view the
field data, and change the data in the view window. No edit profile is associated with this method of editing. Use this method sparingly; only for data that has been erroneously sent to the data file.
The On Failure dialog box in the edit profile enables you to select the type of action to be performed on edit failures. These settings apply to Online Editing, Online Edit Correction, and Post-scan Editing. For example, you can:
Flag failed records so that you review them later during a post-scan editing session. Clip images of failed fields (if you are using an image scanner) so that you can review them later during a post-scan editing session. Reject failed records so that they do not even appear in the destination data file. Stop the scanner on a failing field so that you can fix the problem. Select the failing sheet and send it to a select stacker (if your scanner has one) during the scanning process without stopping the scanner. Then, when the scanning session is over, you can correct all these rejected sheets and rescan them. Use the transport printer (if the scanner has one installed) to print a message about failed fields and their contents to help pinpoint the failures. Flag a graybox field (if you are using an image scanner) so that you can perform key from image later. Flag a graybox ICR/OCR field (if you are using an image scanner and you have installed the optional RealTime Character Recognition component) so that you can perform key from image later.
See online help for more detailed information about the settings required for the type of editing you need to perform with your application.
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Editing Data
Modifying an Existing Edit Profile
Modifying an Existing Edit Profile

Whenever you modify an existing edit profile or create a new one, you use the Edit Profile window. To modify an edit profile, select Open from the Edit menu; the Edit Profile dialog box is displayed.
The window lists:
The file name of the edit profile you selected. The application associated with the edit profile. The document(s) associated with the application. All fields within a document and details of the edit defined for each field.
Note: If you selected Sample Applications and Files during installation, the 801 Sample Application was installed. The associated edit profile, 801 sample.$ep, is installed in the Profiles directory under the directory where ScanTools Plus software is installed (the default is C:\Program Files\Pearson NCS\ScanTools Plus\Profiles). You can examine this sample edit profile while we describe it here.
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Editing Data
Creating a New Edit Profile
Using the Mouse to Display Fields in Documents

By default, the Edit Profile window displays the field titles of all documents associated with the ScanTools Plus application. To hide/delete field options, do the following:
1. In the Edit Profile window, move the mouse pointer to the document name
and press the right or left mouse button. A selection box is displayed.
2. Move the mouse pointer to the appropriate option (e.g., Show All Field Edit
Options), and press the right or left mouse button. All fields in all documents and the edit options associated with them are displayed.
Changing Edit Profile Parameter Values

To change edit profile values, move the mouse pointer over the value of the parameter you want to change, and press the right or left mouse button. Whenever the mouse pointer is over a changeable value, it changes from an arrow to a magnifying glass. The action of the mouse pointer varies, depending on the type of parameter being changed.
In some cases, the mouse pointer toggles the parameter between two different values. In other cases, a selection box is displayed listing available options.
Note: For information on options available when modifying an edit profile, press the F1 key to display ScanTools Plus online help.
Creating a New Edit Profile

1. Open the Edit Profile window by selecting New from the Edit menu in the
ScanTools Plus main window.
The window displays the documents associated with the application. Edit options for all fields in all documents default to No Edit.
2. Use the steps in the Modifying an Existing Edit Profile procedure to change
the default values in the edit profile.
Creating a Copy of an Edit Profile for use with the Same Application
You can create a copy of an edit profile for use with the same application it was copied from. This can save time when you need more than one edit profile for an application. To do this, open the existing edit profile, give it a new name, and save it. You can continue to make changes to the parameter values. See online help for details.
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Editing Data
Post-Scan Editing
Post-Scan Editing
This section describes how to have ScanTools Plus software edit an existing data file after scanning by using an edit profile. Chapter 4 (Scanning) describes how to use edit profiles for online editing which occurs during scanning.
Selecting Edit Options

From the Options menu, select Edit Options. The Edit Options dialog box is displayed.
Note: The settings in this dialog box affect only the currently selected application. Each
application has its own Edit Options settings. You should check the Edit Options settings each time you select a different application and before you edit a data file.
The Data File group box and the Edit Profile group box determine what data file and edit profile will be used for post-scan editing. Also, you can select from one of the following options:
Edit normally: Presents records for correction that have not yet been accepted, as indicated in the NCS Header, including records that an edit profile has not yet verified and any records that previously may have failed an edit verification. Recheck all records for edit failures: Presents records for correction that are currently failing an edit, regardless of the state of the NCS Header. By using this edit mode, all records that were accepted with errors will be presented for correction. Clear all edit flags: No editing is performed when this option is selected. All edit flags in the NCS Header of the selected data file are cleared. Any pass or grid error flags are replaced with spaces in the NCS Header area of the data file. Records that were flagged for online edit correction or post-scan editing will have their flags removed.
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Editing Data
Post-Scan Editing
Selecting the Application, Data File, and Edit Profile

To automatically edit a data file, first select the application that was used to create the data file; then, select the data file and the edit profile that contains the criteria for selecting invalid document records in the data file.
Note: Both the data file and the edit profile must be associated with the same application before automatic editing can occur. For image scanners, if a different edit profile is selected for post-scan editing than was selected during scanning, there may not be image clips displayed in the post-scan editor for all edit failures - depending on how the edit profiles differ. A field could have passed editing during scanning, but failed using a different edit profile in post-scan editing, therefore the image clip was not captured during scanning. Additionally, for grayboxes, the same edit type must be used at both scan time and at post-scan editing.
Starting the Edit Cycle

After selecting the application, the data file, and the edit profile, you can start the edit cycle in one of three ways:
Click the Edit button in the action bar; or, Select Actions from the menu bar, then select Edit; or, Press the F3 function key.
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Editing Data
Post-Scan Editing
Making Corrections
When you start the edit cycle, ScanTools Plus software evaluates the document records in the data file according to the criteria described in the edit profile. If ScanTools Plus software encounters invalid data in a field, it displays the following Correcting Serial Number dialog box:
Note: Image will be displayed only when using an image scanner.
The contents of the failing field are displayed in the Text field. The underline (_) indicates edit failures. You can correct the contents of the field by moving the cursor to the field and deleting or typing over the information. When Auto Advance is checked, the cursor moves automatically from failure to failure. When you are at the last failing field in one record, you automatically advance to the first failing field in the next record. If a document has no failures, the record is not displayed. The state of Auto Advance (on or off) is saved between edit sessions.
5-8
Editing Data
Post-Scan Editing
To move between records, use one of the following buttons:
Quit to leave the editor. Changes made to records prior to the current record are saved. Changes made to the current record are not saved. Delete Record sets the Delete flag in the NCS Header. Once you have marked a record for deletion, it is not actually deleted until you perform post-scan conversion on the data file. You must do the converting after you close the data file. Suspend Record writes the changes you have made to the current record but keeps the record flagged as an edit failure. For example, if you cannot complete the edit, selecting the Suspend Record button causes the record to be returned to the data file still marked as failing edit; therefore, when editing resumes, the record will be presented again for correction. You do not leave the data editor when you select this button. Accept as Good marks the current document record as passing all edits, even if not all failures have been corrected. Accept as Good is not honored if any of the failing edits are mandatory and have not yet been corrected. Previous Record edits a previous failing record in the Field list; allows only one previous record to be edited. This button is displayed only if at least one record has already been edited.
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Editing Data
Manually Editing Data Files

You may also edit document records (without the use of an edit profile) by using the Modify Data File window.
Selecting the Data File

To select a data file, you must first select the application that was used to create the data file; then, select Data file from the menu bar and Open from the Data file menu. The Modify Data File window is displayed:
Using the Modify Data File Window

Use the Modify Data File window to display and edit a specific document record. Displaying a Specific Document Record When the Modify Data File window is displayed, the first document record is shown in the window. Use the Go To button and the up/down arrow buttons in the lower right corner of the window to select the serial number of the document record you want to edit. Editing the Displayed Document Record To edit the data displayed in the Modify Data File window, move the cursor to the data you want to change and type over it.
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Editing Data
The following buttons are displayed in the Modify Data File window during your editing session:
OK saves any editing changes you made and closes the window. Cancel deletes the editing changes you made and closes the window. Print prints the contents of the document records you select. Find searches for a character string you specify among all document records. Options displays a dialog box that enables you to show or suppress the display of the NCS Header data or of spaces in the document record. It also enables you to select the fonts used for displaying or printing document records. Delete Record marks the displayed document record for deletion. The button label changes to Undelete Record if the record has already been marked for deletion.
Note: Deleted records are not removed from the data file; they are simply marked as deleted. Post-scan conversion of this data file will ignore any deleted records.
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Editing Data
5-12
Chapter 6
Scoring Data
This chapter describes score profiles and the scoring process.
Task Summary
This section briefly describes how to modify an existing score profile, how to create a new score profile, how to score during scanning, and how to score an existing data file. Modify an Existing Score Profile
1. From the ScanTools Plus main window, select an application and score profile. 2. Open the score profile. 3. Make the necessary modifications and save your changes.
Create a New Score Profile

1. From the ScanTools Plus main window, select an application. 2. Select New from the Score menu and assign a name to the score profile using
the first field of the profile. 3. Ensure that the record format has room to store the scores.
4. Make the necessary modifications and save your changes.
Note: This step can be omitted if scores will not be stored in the document records.
Score During Scanning (Online Scoring)

1. Select an application. 2. Select a score profile. 3. Check the settings in the Scanning Options dialog box (Options menu). 4. Select Scan.
Score an Existing Data File (Post-Scan Scoring)

1. Select an application. 2. Select a data file. 3. Select a score profile. 4. Check the settings in the Score Options dialog box (Options menu). 5. Select Score.
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Scoring Data
Score Profile
Score Profile
ScanTools Plus software can score single-answer multiple-choice or true/false tests while they are being scanned or they can be scored later (after the sheets have been scanned) using the data files. Score profiles contain the rules that ScanTools Plus software needs to score the documents. Each score profile is associated with a ScanTools Plus application. To select a score profile from among those available in your forms application:
Select Score from the menu bar; then, click Select, or Use the Score profile box in the file bar. Online Scoring. You can select a score profile to score data during scanning. Post-Scan Scoring. You can select a score profile to score an existing ScanTools Plus data file.
Score profiles can be used in two ways:
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Scoring Data
The Score Profile Window
The Score Profile Window

Whenever you view or modify an existing score profile or create a new one, the Score Profile window is displayed.
This window enables you to change or enter the score profile parameters. When viewing the profile, you can only read the parameters; you cannot change them.
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Scoring Data
Modify or Create a Score Profile
Modify or Create a Score Profile

To modify a score profile, do the following:
1. On the Score menu, click Select. 2. In the Select Score Profile dialog box, highlight the file name of the score
profile you want to modify; then click OK.
3. On the Score menu, click Open to display the Score Profile dialog box. 4. Modify the profile using steps that are appropriate for the areas in the profile
you are modifying.
To create a score profile, do the following:

1. Before creating a new score profile, you need to open the application to check
some fields.
Make sure that a field in a document being used for scoring has Type defined as 1-digit or 2-digit in the Output Field Entry dialog box. This is often referred to as an Items field. Make sure that any field created to store the total test score is set up as Type Numeric and Fixed Length of 5 (or greater) in the Output Field Entry dialog box (in this example, the field is named Total Score). There should be no grid associated with that field (i.e., displays with an asterisk in the field definition area of the Application Definition window). Make sure that any field created to store a subtest score is set up as Type Numeric and Fixed Length of 4 in the Output Field Entry dialog box. There should be no grid associated with that field (i.e., displays with an asterisk in the Fields definition area of the Application Definition window).
2. On the Score menu of the ScanTools Plus main window, select New to display
the Score Profile - (Untitled) window.
3. Move your mouse pointer over the first field in the window, the Score Profile
File Name entry (Untitled) and click. The Profile Name dialog box is displayed.
4. Enter a name for the profile, and click OK. 5. The next 5 lines of the display are application-wide options. Click any of the
lines that you want to change.
Key Data dialog box: Select Keys scanned online or Keys stored in profile.
Note: When keys are not stored in the Score Profile, and post-scan scoring is performed, you will be prompted to browse to the key data file to be used for scoring.
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Scoring Data
Create a Copy of a Score Profile for use with the Same Application
You can toggle between Apply edits to key data and Do not apply edits to key data. This option is displayed only if Keys scanned online is enabled. Store Keys/Append dialog box enables you to select if key data is also to be stored in the output file. Print Scores dialog box enables you to select which scores will be printed on the document. You can toggle between Sheet Compile Compatibility Off and On.
6. Click the document name and a popup menu is displayed. Select Add Subtest;
the Add Subtest dialog box is displayed.
7. Enter a name for the subtest and click OK. 8. Go to the Store total score in field: none entry. Click none to display the Total
Score dialog box.
9. Select the field name you want and click OK. 10. By default, Formula Scoring is disabled. If you want to use formula scoring,
click the line, No Formula Scoring to display the Scoring Factor dialog box. In this dialog you can define the parameters for Formula Scoring. box.
11. If you want to do translates, click Translates to display the Translate dialog 12. Repeat steps 6-11 for each subtest. The only difference is in step 8 where you
click the Store subtest score in field: none instead of Store total score in field: none.
13. Click the Save button along the bottom of the dialog box; then click OK. You
have completed the score profile.
If you want more details on the parameters, refer to online help.
Create a Copy of a Score Profile for use with the Same Application
You can create a copy of a score profile for use with the same application it was copied from. This can save time when you need more than one score profile for an application. To do this, open the existing score profile, give it a new name, and save it. You can continue to make changes to the parameter values. See online help for details.
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Scoring Data
Changing Parameter Values

Changing parameter values in a profile is simply a matter of moving the mouse pointer over the value of the parameter you want to change and pressing the right or left mouse button. Whenever the mouse pointer is over a changeable value, the pointer changes from a hand to a magnifying glass. The action of the mouse pointer varies depending on the type of parameter being changed.
In some cases, the mouse pointer will toggle the parameter between two different values. In other cases, a selection box will appear displaying available options.
You are encouraged to experiment with any of the sample score profiles (.$SP) associated with Sample Applications 701 and 801 to learn how to change parameters.
Scoring an Existing Data File (Post-Scan Scoring)

To score an existing data file, use the following steps:
1. Select the application associated with the data file. 2. Check the currently defined Score Options. 3. Select the Data File. 4. Select the Score Profile. 5. Choose one of these actions:
Click the Score button on the action bar. Select Actions, Score from the menu bar. Press the F5 function key.
6. Browse to the key data file when applicable.
A dialog box showing the progress of the scoring is displayed.
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Chapter 7
Converting Data
This chapter describes the conversion profile and how to convert standard ScanTools Plus data files into other data formats.
Task Summary
This section briefly describes how to modify an existing conversion profile, create a new conversion profile, convert a data file during scanning, and convert an existing data file. Modify an Existing Conversion Profile
1. From the ScanTools Plus main window, select an application. 2. Open a conversion profile. 3. Make the necessary modifications and save your changes.
Create a New Conversion Profile

1. From the ScanTools Plus main window, select an application. 2. Select New from the Convert menu and assign a name to the conversion profile
using the first field of the profile. 3. Make the necessary modifications and save your changes. Convert During Scanning (Online Converting)
1. Select an application. 2. Select a conversion profile.
3. Check the settings in the Scanning Options dialog box (Options menu).
Note: If you are performing online conversion, the Scanning Option, Replace At Serial Number (S/N) is not available at scan time.
4. Select Scan.
Convert an Existing Data File (Post-Scan Converting)

1. Select an application. 2. Select a data file. 3. Select a conversion profile. 4. Check the settings in the Conversion Options dialog box (Options menu). 5. Select Convert.
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Converting Data
Conversion Profile
Conversion Profile
When you scan documents using ScanTools Plus software, document records are written to a standard text file in ScanTools Plus software format. This format is described in Appendix C. ScanTools Plus software can also write a second, separate data file in any of several different output formats. ScanTools Plus software writes the converted data file either during or after scanning. Refer to online help for details. Depending on which output format you choose, you may need to select options in two other areas:
During scanning - for online conversion during scanning whether or not both data and converted files are created. NCS Header Year Format - format of the year in the NCS Header of the converted data file, either two or four digits. Online Conversion. During scanning you can select a conversion profile to convert data during scanning and automatically create another data file in a different format. This method is described in Chapter 4 (Scanning). Post-Scan Converting. After scanning, you can select a conversion profile to convert an existing ScanTools Plus data file into a different format. Another reason to perform post-scan conversion is to create a new file in which some records are deleted.
You can use conversion profiles in two ways:
Output Formats for Converted Files

ScanTools Plus data files can be converted into the output formats listed below:
Delimited ASCII Fixed length records SPSS for Windows DOSSIER IBM 3881 (ASCII or EBCDIC character sets) Y2K Compliant
The following output format types can no longer be defined when creating or modifying conversion profiles. If you have existing conversion profiles with these types, you may still run them:
DIF Sheet Compile SPSS/PC+
7-2
Converting Data
Delimited ASCII (.DLM, .TXT, or .CSV)

This format enables you to define how to mark (delimit) the beginning or end of a field. When you select this format, you must specify:
Record Delimiter. The character(s) that ends every document record. The default is the Carriage Return/Linefeed (CR/LF) character pair. Field Delimiter. The character that separates data fields. The default is a comma. Text Envelope. In ScanTools Plus software, the character that marks the beginning and end of every field. The default is the double quote ( " ). Header Record. Delimited conversion optionally creates a Header Record which contains the field names as defined in the application. The Header Record will be the first record.
The default settings are compatible with the comma-separated field format that is easily imported to many popular database and spreadsheet programs.
Fixed Length Records (.SDF)

The format is identical to the standard data file format used by ScanTools Plus software, with the following exceptions:
The document record delimiters (which are the CR/LF characters in the standard format) can be changed to any other character string you specify. The converted output file is not terminated by a Ctrl-Z character. Data fields can be omitted.
SPSS for Windows (.SPS and .DA1)

This format is used by the SPSS for Windows statistical analysis program. When you specify this format, ScanTools Plus software creates one or two files, depending on which converted file header format (two-digit or four-digit) you selected in the NCS Header Year Format - Conversion Profile. When SPSS for Windows is used, you cannot change the During Scanning option to choose which files are created during scanning.
A text file (with the .SPS extension) contains commands used by SPSS. The text file is always produced, regardless of whether you selected a two- or four-digit year for the converted header. The text file is used with the appropriate .DAT or .DA1 data file. If you selected a two-digit year for the converted header, the .SPS file works with the standard ScanTools Plus data file (.DAT). A converted output file (with the .DA1 extension) is created only if you selected a 4-digit year for the converted header year format. This file is a copy of the original data file (.DAT) but without the end-of-file marker. Also, the converted output file is longer, because it has a 42-character header to
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Converting Data
accommodate the 4-digit year in the header. The file is in SPSS-compatible format.
Note: The SPSS conversion format does not support appending to the converted output
file. Instead, the converted output file will be replaced.
ScanTools Plus software determines and produces the appropriate files, depending on which NCS Header year format is currently selected (2- or 4-digit). You can select any of the following Save options:
Do not Save active file. Save as compressed active file. Save as uncompressed system file. Save as portable file (EXPORT command).
Note: When ScanTools Plus software creates a .SPS file, the field names, which do not
conform to SPSS variable naming conventions, are aliased to acceptable similar names.
Refer to the documentation for your SPSS for Windows program for information on these options.
DOSSIER (.DSA or .DSE)

The DOSSIER format enables emulation of Sentry 7008 and 7018 scanners. It contains document record headers with control fields that describe the data in each document record. You can specify that data files be written in either ASCII (.DSA) or EBCDIC (.DSE) code. Table 7-1 lists the contents of the DOSSIER document record header.
Table 7-1 DOSSIER Document Record Header
Field
Program ID Document ID Batch number Filler Serial check digit Filler Serial number Page ID Filler Doc error flag Run number Pocket flag Delete flag Worst mark intensity factor Invalid response count Grid error flag
Length
2 1 3 1 1 1 4 1 1 1 1 1 1 1 3 1
Source of data
Entered in response to a prompt Entered in response to a prompt NCS Header Not used Computed Not used Lowest 4 digits of ScanTools Plus serial number Number of pages in the document Not used Always blank NCS Header NCS Header Always blank NCS Header NCS Header NCS Header
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Converting Data
IBM 3881 (.ASC or .EBC)

The IBM 3881 format emulates the structure of files created by an IBM 3881 optical mark reader. Files can be written either in ASCII (.ASC) or EBCDIC (.EBC). ScanTools Plus software enables you to select the following parameters for the IBM 3881 conversion profile:
Character set: ASCII or EBCDIC. The default is EBCDIC. Record delimiter: Any character or none. The default is none. Serial numbering: Yes or No. The default is No. Select on: Select document record on any of the following conditions:
Pocket flag select (default) (NCS Header position 29). Edit flag select (NCS Header position 22). No flag select (do not select).
Input multiple: Defines the character that represents multiple responses within a response position. The default is asterisk (*). Output multiple: Defines the character in the converted file that represents multiple responses within a response position. Options are:
EBCDIC 3F (default) @ symbol
Y2K Compliant (.Y2K)

The Y2K Compliant format produces a converted file nearly identical to the ScanTools Plus data file, except the date scanned in the NCS Header is always a four-character year (either 19xx or 20xx), not a two-character year. Like the ScanTools Plus data file, when scanning multiple documents that use record formats of different lengths, each output record is padded with spaces, if necessary, to make all records equal in length to the longest record format. A carriage return/line feed is used to terminate each record, and an end-of-file marker (CTRL-Z) is displayed after the last record. The file extension for this file is .Y2K.
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Converting Data
The Conversion Profile Window
The Conversion Profile Window

Whenever you modify an existing conversion profile or create a new one, the Conversion Profile window is displayed:
This window enables you to select conversion profile parameters, as follows:
Conversion profile: Name of the conversion profile or (untitled) if you are creating a new conversion profile. During scanning: As documents are scanned, whether you want both a ScanTools Plus data file and a converted data file to be created or just a converted data file. Output format: Output format of the converted file. NCS Header Year Format: Two- or four-digit year format.
Note: Beneath this parameter, several other parameters may be listed (field delimiter, text envelope, input multiple, etc.) depending on the output format you select.
Record format: Controls whether fields defined in the application are included or omitted from the converted data file.
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Converting Data
Modify or Create a Conversion Profile
Modify or Create a Conversion Profile

If you want to modify an existing conversion profile, do the following:
1. On the Convert menu, click Select. 2. In the Select Conversion dialog box, highlight the file name of the conversion
profile you want to modify; then click OK.
3. On the Convert menu, click Open to display the Conversion Profile dialog
box.
If you want to create a new conversion profile, do the following:

1. On the Convert menu, click New. 2. In the Conversion Profile dialog box, move the mouse pointer to the word
(Untitled) and press the right or left mouse button.
3. In the Profile Name dialog box, type a name for the new conversion profile. 4. Click OK. A new conversion profile is created and loaded with default
parameter values.
Create a Copy of a Conversion Profile for use with the Same Application
You can create a copy of a conversion profile for use with the same application it was copied from. This can save time when you need more than one conversion profile for an application. To do this, open the existing conversion profile, give it a new name, and save it. You can continue to make changes to the parameter values. See online help for details.

Changing parameter values in a profile is simply a matter of moving the mouse pointer over the value of the parameter you want to change and pressing the right or left mouse button. Whenever the mouse pointer is over a changeable value, the pointer changes from a hand to a magnifying glass. The action of the mouse pointer varies, depending on the type of parameter being changed.
In some cases, the mouse pointer will toggle the parameter between two different values. In other cases, a selection box is displayed listing available options. When selecting fields to be included or omitted from the converted data file, pointing at the field name and clicking the mouse button causes the field name to move to the opposite column.
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Converting Data
Converting an Existing Data File (Post-Scan Converting)
Note: If the NCS Header is selected to be included, you may optionally convert the date
from a two-digit year to a four-digit year.
You are encouraged to experiment with the sample conversion profiles (.$CP) associated with Sample Applications 701 and 801 to learn how to change parameters.
Converting an Existing Data File (Post-Scan Converting)

To convert an existing data file, use the following steps:
1. Select the application associated with the data file. 2. Check the currently defined Conversion Options. 3. Select the Data File you want to convert. 4. Select the Conversion Profile. 5. Choose one of these actions:
Click the Convert button on the action bar, or Select Actions from the menu bar and Convert from the Actions menu, or Press the F6 key.
A dialog box showing the progress of the conversion is displayed. The converted file is placed in the data files path defined in the Configure menu's Path dialog box. The default is C:\Program Files\Pearson NCS\ScanTools Plus\Data Files directory.
7-8
Chapter 8
Archiving Images
Overview
During scanning, image scanners running with ScanTools Plus can capture an image of any of the following items:
OMR grid bar code graybox entire side of a sheet collected during scanning the OpScan iNSIGHT 2/4 scanner must use the OMR with Imaging cartridge during scanning. viewed when post-scan editing the data record. archived this is optional, each image can be saved as a .tif or .jpg image file.
The image clips are:
Archiving saves each individual image clip in a separate image file, and can sometimes take longer than scanning. The factors involved include:
the time it takes to get and decompress the image clip and the background .tif. This varies based on the compression rate of these images. the time it takes to combine the two images. This should not vary except by image area clipped. the time it takes to compress and write the compressed image. This can vary greatly based on the chosen compression type. the compressibility of the image. the PC being used for archiving. the speed of the full storage path where the image is to be stored. the network traffic/server load if the results are written to network storage.
8-1
Archiving Images
Overview
Archiving of images can be done in one of these ways:
Scan-Time Archiving done during scanning. Uses iNAME Image Archiving. This function gives you greater flexibility in naming the archive directory path and files. Online edit correction cannot be used with iNAME scan-time archiving. If you need to edit scanned data or to rescore, you must use post-scan editing and scoring, and any changes will be reflected in the iNAME file names and indexes. After scanning, if you have the .tif file(s) of the background of the form being scanned, it can be merged with the individual image clips, resulting in the clips positioned over the appropriate area of the form. This is done using iNAME Merge. The background .tif file(s) should be supplied from the vendor who designed the form. Post-Scan Archiving done separately after scanning. Uses the data file and a corresponding .tif file that was generated during scanning, Archive Options, and the Archive button in ScanTools Plus. You can use online edit correction during scanning. Optionally, if you have the .tif file(s) of the background of the form being scanned, it can be merged with the individual image clips, resulting in the clips positioned over the appropriate area of the form. The background .tif file(s) should be supplied from the vendor who designed the form.
Either method of archiving requires certain items to be defined in the ScanTools Plus application before scanning is performed. It is best to decide which method of archiving you will use when you are defining the application. Archiving produces two types of output files:
Clip Files. Each image of a grid and/or whole sheet generates its own image file. Scan-time archiving allows a greater choice of assigning file names. Post-scan archiving uses the six-digit document serial number assigned during scanning, plus the suffix defined in the application definition. The archive clips have a .TIF file extension for compression types Packbits RLE, CCITT G3 Fax, and CCITT G4 Fax. JPEG compression archive clips have a .JPG file extension. Archive clips can be written in any of the supported compression formats and bit depths. If a background form .tif file is not used, the clip file is written with the same bit depth as defined in the ScanTools Plus application. When a background form .tif file is used, the depth of the clip determines the bit depth of the final archived image, as follows:
Bitone clip, the background form is converted to a bitone image and a single bitone image is written to disk. 4-bit clip (only supported with RLE compression), the background form is mapped into 16 gray tones, resulting in a 4-bit grayscale .tif file. 8-bit non-JPEG clip, 240 palette entries are reserved for grayscale data from the clip, and 16 palette entries are reserved for the most popular colors from the form, resulting in an 8-bit palleted color .tif file.
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Archiving Images
iNAME Scan-Time Archiving
JPEG clip, the clip file is a 24-bit color JPG file.
Index Files. The archiving process generates an index file for the archived image files. The index file is not used by ScanTools Plus, but is for the image retrieval system that will be used to store and access the image files. You specify the format you want for the index file. For post-scan archiving, you specify where the index file will reside. For iNAME, the index file is written to the same location as the data file.

iNAME scan-time archiving provides the following features:
Scan-Time Archiving - image files are created during scanning; no need to archive as a separate action after scanning. Full Sheet Image Archive - allows single sheets with no form ID marks and/or no timing marks to be archived. To use this feature, the application must be defined as a single document with a single sheet. Each side of the sheet can be archived as a separate file. For details, see online help. User Exits - if your user exit is defined in the Application Settings dialog, iNAME can be performed before or after your user exits. If your user exit is defined in the iNAME Configuration, it is always run after iNAME. iNAME Configuration - definition of iNAME archiving parameters is included as part of the ScanTools Plus application definition. Images to Archive - you select which grids and/or sheet sides to archive, based on all available in the ScanTools Plus application. Archive Image Scaling - optional; used to change the resolution of the scanned images during archive (See the Application Settings dialog box). The archived images can be saved in resolutions of 200, 240, 300, 400, or 600 DPI. Archive Directory Path - a user-defined location, full path name is defined using a Base path name and Variable path name for destination of image files. Archive File Names - user-defined names, full file name can be defined using a Base name and Variable name for each image file name. Index Entries - more options are available than with post-scan archiving.
Note: Online edit correction cannot be used with iNAME scan-time archiving; if you attempt to, you receive an error message. Only post-scan editing can be used. The image clips taken during scanning will be used for post-scan editing. To ensure you have the image clips you need for post-scan editing, you should select the edit profile during scanning and use the same edit profile later during post-scan editing. If you use a different edit profile than the one used during scanning, you may not have the image clips to view in the post-scan editor.
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Archiving Images
Application Definition for iNAME Scan-Time Archiving

This section describes briefly what is needed for a typical application with requirements of form ID marks, timing marks, OMR grids, bar codes, and grayboxes. iNAME requires the following items be defined in the ScanTools Plus application:
Application Settings dialog:
Enable iNAME is required to perform the image archiving. Enable Image is required for the side(s) of the sheet that contains OMR grids, grayboxes, and bar codes for which you want archive images generated. Release for Scanning is checked when the application has been completely defined.
Image Clips dialog, for each sheet of each document, select the Clip Grayscale (grayscale/bitone) choice, the Clip Compression type, and Clipping Mode of Whole Sheet. This sets parameters for all individual clips to the same values. If you want the flexibility to have certain individual clips set with different clip parameters, change the Clipping Mode to Sparse (individual). This keeps the Whole Sheet settings intact, but also allows you to assign different clip parameters for each OMR grid/graybox/bar code when you use the individual Clip Attributes dialogs.
Note: The background image .tif file that can be selected in the Image Clips dialog is not
used at scan time by iNAME. If you select it here, it is not included in the image files generated by iNAME archiving, but can be used for the post-scan iNAME Merge function, detailed below.
Clip Attributes dialog, for each field for which you want an image clip produced, under Archive, File Name Suffix, enter a unique, meaningful name. The name you enter will then be available as an Image to Archive when you configure the iNAME parameters. Do not check Archive this Clip; that would produce a duplicate set of image files which would double the storage needed for image files. If you selected Sparse (individual clips) in the Image Clips dialog, you can also change the Grayscale, Compression, and other related clip parameters in each separate Clip Attributes dialog. iNAME Configuration, as part of the ScanTools Plus application definition, you must create an iNAME configuration. Use the Options menu, iNAME Configuration item to do this. It creates an .ini file with the same name as the application. The .ini file contains all the archive parameters needed for scan-time archiving. This includes which images to archive, whether to use the image format parameters from the Image Clips dialog (whole sheet settings), or from the Clip Attributes dialogs (individual clip settings), directory path and file names, index file entries, and the index file format.
At scan time, select the ScanTools application and edit profile (if needed). Archiving of image clips will automatically be performed during scanning using the parameters from the iNAME configuration information.
8-4
Archiving Images
iNAME Merge
iNAME Merge
The image files generated by scan-time iNAME image archiving do not contain the background form image and are not rotated or scaled during scanning. iNAME Merge is a post-scan operation that enables you to do any combination of the following tasks for whole sheet clips and/or individual grid clips:
Merge the background form image into the image files that were generated during scanning. Rotate the image clips generated during scanning, for better viewing. Scale image clips to 200, 240, 300, 400, or 600 DPI to match the requirements of the application using the images. Automatically, at the end of a scanning session; this option is defined as part of the iNAME configuration. Manually, after scanning, using the iNAME Merge button on the ScanTools Plus main screen.
iNAME Merge is performed after scanning is complete. It can be run in two ways:
Application Definition for iNAME Merge

Before iNAME Merge is run, the following items should be checked in the ScanTools application. If you are running it automatically at the end of a scanning session, you should check these items before you scan. If you are running it separately after scanning is complete, you can check them after scanning and make any necessary changes before you run it.
1. For Background Merging: In the application, check the Image Clips dialog
box and ensure that the appropriate Background Top and Bottom Form Image File Names (.tif files) are selected. These are the background form image .tif files that were supplied by the vendor who produced the form. If the background form image files are not in the same orientation as the way the form is scanned, the iNAME Configuration lets you change the rotation so they will match. The Fix Light Background Images and Remove Black From Background options can be enabled on the Image Clips dialog box, if needed. These affect only the background image. For whole sheet clips, the settings on the Image Clips dialog are the only items needed for merging.
8-5
Archiving Images
iNAME Merge
2. For Best Alignment of Merged Background Form Image and Scanned Image:
If your printed form and corresponding background form image have the required form ID mark in the correct location and two timing marks at least four inches apart, use the OMR/Merge Horizontal Adjustment in the Application Settings dialog box. This improves the alignment of the two images along the horizontal direction (x axis). See online help for details. For whole sheet clips, set the desired rotation in the iNAME Configuration, Enter Image To Archive Information dialog box. For individual grid clips, set the desired rotation for each grid in the Clip Attributes dialog box.
3. For Rotation: Whole sheet and individual grid rotation are defined differently.
If a background form image is being merged with an image clip, the two are rotated together, using the defined rotation.
4. For Image Scaling: In the application, set Archive Image Scaling to 200, 240,
300, 400, or 600 DPI in the Application Settings dialog box to match your requirements. Leave the setting at None to retain the scanned image resolution.
Starting iNAME Merge

iNAME Merge uses the application file and corresponding iNAME Configuration (*.ini) file, along with the data file and image files that were created during scanning. If the iNAME configuration defined in the application is set to run iNAME Merge automatically after scanning, there are no other actions you need to perform. If you are running iNAME Merge separately after scanning, before you run it, ensure that the configured application and data paths are correct. To do this, select Paths from the Configure menu. Ensure that all the application definition items listed above are selected appropriately for the iNAME Merge process. To begin iNAME Merge manually, after scanning has been performed:
1. Select the application and data file that were originally used for scanning the
documents.
2. From the Options menu, select iNAME Merge Options to specify the data file
selection option to be used for iNAME Merge. You may also choose to create backup files of the unmerged images on the iNAME Merge Options dialog.
Note: iNAME Merge can be performed only ONCE on a data file. If you select a data file for which iNAME Merge has already been performed, you receive an error message. If scanning and appending to a data file, do not run iNAME Merge until all scanning sessions using the data file are complete.
8-6
Archiving Images
Post-Scan Archiving
3. Do one of the following:
Press the iNAME Merge button on the ScanTools Plus Main Window. Select iNAME Merge from the Actions menu on the ScanTools Plus Main Window. Press F8.
After iNAME Merge is run, the merged, rotated, or merged and rotated image files are stored in the directory defined in the iNAME Configuration file. Additionally, if Save a Backup of the Un-merged Images is selected in iNAME Merge Options, the un-merged image files are stored in the same base directory, using the same name as the merged images directory, but with _backup appended to the directory name.
Post-Scan Archiving
Post-scan archiving is done separately after scanning, using the data file and a corresponding .tif file that was generated during scanning. Optionally, if you have the .tif file(s) of the background of the form being scanned, it can be merged with the individual image clips, resulting in the clips positioned over the appropriate area of the form.
Application Definition for Post-Scan Archiving

Before you can archive, you must create and save a ScanTools Plus application with all appropriate output fields and OMR grid/graybox/bar code definitions. The following items are needed for post-scan archiving:
Application Settings dialog:
Enable Image for the side(s) of the sheet that contains OMR grids, grayboxes, and bar codes for which you want archive images generated. optional set Archive Image Scaling to 200, 240, 300, 400, or 600 DPI to match your requirements. Leave the setting at None to retain the scanned image resolution. optional if you are merging the background form image, and the form has the required form ID mark in the correct location and two timing marks at least four inches apart, use the OMR/Merge Horizontal Adjustment to improve the alignment of the two images along the horizontal direction (x axis). See online help for details.
Archive Indices dialog, for each document, select all fields you want available as index entries in the archive index file. These field names will then be entered into the archive index file. This is optional; if you do not do this, field names will not be in the index file.
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Archiving Images
Post-Scan Archiving
Image Clips dialog, for each sheet of each document, select the Clip Grayscale (grayscale/bitone) choice, the Clip Compression type, and Clipping Mode of whole sheet or sparse (individual) clipping of each OMR grid/graybox/bar code. If you have the .tif file of the background of the form, specify the file name under Background Top and Bottom Form Image. The background image can be merged with the individual clip, so you can view the scanned data in the context of the form. Clip Attributes dialog, for each grid for which you want an image clip file produced, under Archive, check the Archive this Clip checkbox, and enter a unique, meaningful File Suffix Name. The name you enter will then be used as part of the image clip file name. If you are using a background form image (see Image Clips dialog, above) and you want it merged with the individual grid clip, check Combine with Form. If you selected Sparse (individual clips) in the Image Clips dialog, you can also change the Grayscale, Compression, and other related clip parameters in each separate Clip Attributes dialog. Using this method lets you define different clip parameters for each clip.
Starting Post-Scan Archiving

Post-scan archiving uses the data file and corresponding .tif file that were created during scanning. Before you archive, ensure that the configured data path is correct. To do this, select Paths from the Configure menu. To begin post-scan archiving:
1. Select the application that was originally used for scanning the documents. 2. From the Options menu, select Archive Options to specify the data file
selection option to be used for archiving. You also specify the directory where the image files will be stored during archiving, and the index file format to be used. Press the Archive button on the ScanTools Plus main window. Select Archive from the Actions menu on the ScanTools Plus main window. Press F7.
3. Do one of the following:
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Chapter 9
ScanFlex Option
Overview
The optional ScanFlex module is for use with image scanners only. Using a Pearson OpScan iNSIGHT 70/150, 5000i, or OpScan iNSIGHT 2/4 (with Imaging) scanner, ScanFlex enables you to scan OMR forms manufactured using a wide variety of printing technologies, and printed on plain paper. For example, you can print your own forms using a PostScript laser printer, plain paper, and NCS DesignExpert software with the PrintFlex option. This functionality is possible because ScanFlex is able to adapt to some variations in OMR form printing. Scanning-critical form features, including timing marks, OMR responses, and form ID marks, can all vary somewhat in location from form-to-form without affecting scanning performance or data integrity. This enables less tightly defined printing tolerances that are achievable by PostScript laser printers. Instructions and tools, including the ScanFlex Rules for Success in online help, the ScanFlex Alignment Guide, and the Sheet Image Diagnostic, are provided to enable you to design, print, and scan forms successfully. ScanFlex requires no separate installation. When you purchase the ScanFlex option, the 14-digit license key entered for ScanTools Plus software installation automatically installs the ScanFlex option as part of the ScanTools Plus installation. When you start ScanTools Plus software, the title of the main screen is: ScanTools Plus with ScanFlex. When ScanTools Plus with ScanFlex is installed, ScanFlex is not automatically enabled. This gives you the opportunity to enable it on an application-byapplication basis, as required by the forms you are using. ScanFlex is enabled in the Application Settings dialog of each ScanTools Plus application. This dialog also contains other ScanFlex options. See online help for details. Pearson Assessments guarantees forms scannability with ScanFlex providing you follow the ScanFlex Rules for Success in online help. See the ScanFlex/PrintFlex Guarantee later in this chapter for information about the terms and conditions of this guarantee.
9-1
ScanFlex Option
Scanner Compatibility
Scanner Compatibility
You can use ScanFlex with OpScan iNSIGHT 70/150, 5000i, and OpScan iNSIGHT 2/4 (with Imaging) image scanners only. ScanFlex is not available for use with OpScan iNSIGHT 2/4 (OMR only), OpScan, or EZData scanners.
ScanFlex Features

Timing Track Location - If the timing track is printed within a defined area of the form, ScanFlex will find it and adapt to its location. Timing Mark Height and Width - ScanFlex expects timing marks to be a consistent height and width. It can optionally be set to ignore doodling or other marks in the timing track that are not consistent with average timing mark height and width. OMR Response Spacing - After the timing track has been located, ScanFlex locates OMR responses relative to the OMR response spacing you selected for your application. OMR Response Scaling - ScanFlex can optionally adapt to small variations in OMR response spacing. Your form design must include a form ID mark in a designated place to use this option. Image Clipping - If image clipping is performed, ScanFlex will automatically adjust the size of the clip area to compensate for variations in print location. Graybox Evaluation - If grayboxes are analyzed, ScanFlex will automatically adjust the size of the evaluation area to compensate for variations in print location. This includes ICR/OCR grayboxes.
See online help for information about implementing each feature in your form and in your ScanTools Plus application.
ScanFlex Alignment Guide and Video

An Alignment Guide is provided with ScanFlex to enable you to determine if your forms are designed and printed within ScanFlex tolerances. This clear plastic guide can be placed over your forms to check critical features before you start print production and, periodically, during print production. Using the ScanFlex Alignment Guide is an essential part of verifying that your forms are designed and printed according to the ScanFlex Rules for Success. The ScanFlex Alignment Guide Video is provided on a separate CD with the purchase of the ScanFlex option. It shows you how to test your form with the ScanFlex Alignment Guide.
9-2
ScanFlex Option
Forms Design
Forms Design
You can use NCS DesignExpert software to design forms. It has drawing tools and other features specifically engineered for OMR form design. In addition, it has an optional PrintFlex module that enables you to print forms for use with ScanTools Plus with ScanFlex. Other popular graphic design software can also be used to design forms although such products may not be specifically intended for OMR form design and printing.
Printing Forms

Printing Technology - You can use a PostScript laser printer or an offset printing press to print your forms. Other printing technologies are also possible. Paper - Use white, 24# bond paper with 84 brightness. Ink - Laser printer toner (ink) is usually scanner readable. OMR forms require both scanner readable and non-readable areas. You can control whether printing is scanner readable or not by setting colors and screen percentages in your form design and by testing your printed forms. Testing Tools - In addition to the ScanFlex Alignment Guide described above, you can use the Sheet Image Diagnostic tool provided with ScanTools Plus software to verify that your printing is either scanner readable or not readable, as required, and that marks are in the correct response positions.
Scanning
Background Form Images - If required for your application, background form images can be merged with image clips (archiving and editing) when ScanFlex is enabled. To have the images align as well as possible, use the OMR/Merge Horizontal Adjustment in the Applications Settings of the ScanTools application. Powered by ScanFlex - When ScanFlex is installed and enabled in your application and you are using an OpScan iNSIGHT 70/150, 5000i, or OpScan iNSIGHT 2/4 (with Imaging) scanner, a Powered by ScanFlex popup message is displayed briefly every time you start a scanning session.
9-3
ScanFlex Option
ScanFlex/PrintFlex Guarantee
ScanFlex/PrintFlex Guarantee
ScanFlex/PrintFlex Guarantee (Applicable to ScanFlex licensed users ONLY) Providing You have strictly applied the ScanFlex Rules for Success accompanying the Program, Pearson Assessments further warrants that Pearson Assessments forms and forms printed by You or another printing vendor other than Pearson Assessments shall be scannable on Pearson Assessments image scanners for which they are designed, and shall conform to applicable specifications. Pearson Assessments reserves the right to examine all of the forms claimed to be defective or otherwise unacceptable under the above warranty, and will, in the most expeditious manner, take the necessary steps to correct any such problem. For forms printed by Pearson Assessments, Pearson Assessments shall replace any of its forms that are defective or do not otherwise meet this warranty. Notwithstanding the foregoing, the above guarantee shall be void and of no effect for in the event, (1) You print Your own forms or acquire forms from another printing vendor other than Pearson Assessments and do not strictly apply the ScanFlex Rules for Success which accompanies the Program.
9-4
Chapter 10
User Exits
Overview
User exits are fixed points in the ScanTools Plus software at which you can call and execute routines you have written. They give you an easy way to add capabilities to ScanTools Plus software. You can initiate actions during scanning that cannot be implemented using ScanTools Plus software alone; therefore, you have greater flexibility to tailor ScanTools Plus software to your applications. User exits can be used for scanning, for post-scan editing, and post-scan scoring. The following are examples of what you can perform with scanning, post-scan editing, and post-scan scoring:
Scanning
Request scanner actions that alter the normal sequence of events in the scanning cycle. Modify buffers used by the scanner to communicate scanned information. Clip images (if using an image scanner) from scanned sheets in a variety of formats and pixel depth. Modify the data to be edited and the edit error prompt before these are presented to the user. Do special edit checks at the record or field level both before and after the data has been presented to and edited by the user. Force a field to be skipped so a user will not see the field and optionally place data in the field (possibly from a pop-up menu of choices). Do verification at the field or record level of the data, after it has been edited, and force the field or record to be re-edited upon failure of this verification.
Post-scan editing
Post-scan scoring
Modify the data to be scored prior to scoring. Analyze the data or other information and cause the data record to not be scored. Capture the scores generated during scoring. Analyze the scores or other information and cause the scored record to not be written to disk.
10-1
User Exits
Overview
For any User Exit development, you must have ScanTools software and you must use a C/C++ compiler that can create Windows Dynamic Link Libraries (DLLs). Pearson has developed and tested User Exits using the following development platforms:
Microsoft Visual Studio .NET 2003 - Microsoft Visual C++ .NET Microsoft Visual Studio v6.0 SP6 - Microsoft Visual C++.
Note: Languages other than C/C++ are not supported in ScanTools software. User exits that were written for Image ScanTools version 4.2 or earlier will not run with ScanTools 6.0 or later. See Rebuilding User Exits in online help.
During ScanTools Plus installation, you must select one (or both) of the User Exit Shell Module components to receive the required source files and Microsoft wizard files that are used for User Exit development. Separate wizard files are supplied for the Microsoft Visual Studio .NET and the Microsoft Visual Studio v6.0 environments. User Exit access within ScanTools Plus software divides scanning, editing, and scoring operations into distinct stages. Each of these processing stages has a User Exit function call assigned to it. These functions are pre-defined in the user exit shell code that is provided. ScanTools user exit samples can be installed as part of the Microsoft Visual Studio 6.0 or .net 2003 User Exit Shell Module. The User Exit programmer will not be required to create the function calls applicable to these exit points. The programmer will only have to insert code relevant to the desired operation within these pre-defined User Exit functions. For a complete list of User Exits, including the name, number, function call, and brief description, refer to online help.
Note: If User Exit development service is required, contact your Pearson representative.
10-2
Appendix A
Tutorial: Creating an Application for an Image Scanner

This tutorial takes you through defining an image application for use with post-scan archiving, using the ScanTools Plus Application Module.
WARNING: This tutorial cannot be run on EZData or OpScan OMR only scanners.
The application you create can be used with Pearson General Purpose Answer Sheet (GPAS) # 223022. This form is suited to many purposes including: Demographic information (e.g., name, birth date, identification number) 100 items (questions) used for tests, surveys, or questionnaires
Note: If you have questions about the steps you are performing, press the F1 key on your
keyboard to display context-sensitive help for the active window or dialog box.
Comment area for handwritten information
Before You Begin

You must have several blank copies of Pearson General Purpose Answer Sheet (GPAS) # 223022. Your scanner, utility software, and ScanTools Plus software must be installed. You should know the characteristics of your scanner. The tutorial applies to Pearson OpScan iNSIGHT 70/150, 5000i, and OpScan iNSIGHT 2/4 with imaging scanners. You should give special attention to Chapter 1, Overview and Chapter 3, Creating an Application. You should know how to use the Microsoft Windows operating system.
Getting Started
The first steps in creating a new application are:
1. Select Pearson NCS | ScanTools Plus from the Programs list. Doing so starts
ScanTools Plus software and displays the ScanTools Plus Main Window.
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Creating the Application, Document, and Output Formats
2. Select New from the Application menu. Doing this displays the ScanTools
Plus Application Module window.

In this procedure, you select the Application Settings, name your new application, the document, and the output format associated with it.
Note: You need to use your scanner for this procedure. Make sure it is configured correctly in ScanTools Plus and the power is turned on.
First, select the application settings:

1. Select Settings from the Application menu. 2. Ensure that .166 spacing (6/inch) is selected as the Read Cell Spacing in the
OMR From Image area. 3. Ensure Red (ink read) is selected as the Light Source. 4. Ensure High scan speed, low image resolution is selected as the Read Mode if you are using an OpScan iNSIGHT 70/150 or 5000i scanner. 5. Ensure For Top and Bottom or For Top Only is selected as the Enable Image selection. 6. Click OK. Next, create the document this application will contain:
7. Select New from the Document menu to display the New Document dialog. 8. In the Title field, type the name of the document. For this tutorial, we will call
it Learning Document. 9. Insert a blank form, the GPAS # 223022, into your scanner. 10. In the top half of the New Document dialog box Scan section, click Scan All. Your scanner starts, the form is scanned, and the form ID and timing mark information from the form is transferred to the bottom half of the dialog box. 11. Click OK. Next, create the output format:
12. Select New from the Output menu to display the New Output Format dialog. 13. In the Name field, type the name of the output format. For this tutorial, we will
call it Learning Output Format. 14. Ensure that the Apply Output Format to current document checkbox is checked. If not, click the left mouse button to insert a check mark. 15. Click OK. Then, save the application:
16. Select Save from the Application menu.
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Defining Image Clips
17. In the Save As dialog box, type in the title and number for your application.
For this tutorial, in the Title field, type Learning, and in the Number field, type 100. 18. Click OK.
Defining Image Clips

Image clips for editing are taken when an edit fails so the data editor can resolve the failure without needing to access the paper scanned sheet. You must specify the information needed to define image clips for this application. Follow the steps in this procedure to define image clips:
1. Select Clips from the Application Module window Document drop-down. 2. Fix Light Background Images. In some cases, the background .tif image does
not bitone effectively when merged with a data sheet clip during the archiving process. Check the Enable Background Fix checkbox to enable ScanTools Plus to change the luminance of the background .tif image so that it will bitone effectively during archiving, if Bitone is selected as the Grayscale choice on the Image Clips or Clip Attributes dialogs. You can do this on a sheet by sheet basis. 3. Remove Black from Background. In some cases, when both the background image and the image clip contain non-dropout areas, an overlap area can occur making the resulting image not as clear as possible. Check the Enable Black Removal checkbox to remove the non-dropout black from the background form image. You can do this on a sheet by sheet basis. 4. Paper Size. You must specify the physical size of the paper even if you have a form image .tif. At scan time, the expected length of paper is used to compute the actual resolution in the Y dimension of the scanner. Both sheet width and length are used with the background form image. The default is 8500 in the Horizontal field and 11000 in the Vertical field. This defines an 8.5-inch by 11-inch sheet in thousandths of inches. 5. Background Top Form Image. Because ScanTools Plus software is a dropout ink system, attempting to perform OMR editing on a raw clip would only show bubbles suspended in space with no context information. Therefore, ScanTools Plus software supports a background form image, which is merged with the clips at edit time, resulting in clips positioned over a picture of the form. Select the Browse button in the Background Top Form Image area. Then select form 223022f.tif from the list.
6. Rotation. You must specify the current rotation of the form image you selected.
If the image matches the orientation of paper going through the scanner, it is at a rotation of 0o. Rotation is specified in 90 increments, and specifies the difference between the orientation of clips coming off the scanner and the provided background form image.
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Defining Fields and Grids
Verify that the top radio button in the Background Top Form Image area is selected (the A looks normal), since the form image you selected already matches the orientation of the clips that will come off the scanner.
7. Clipping Mode. ScanTools Plus software allows you to specify whether you
want to save an image with every pixel that passes through the scanner or only those portions of the image that will be needed later either for KFI, edit correction, or archiving. Sparse (individual clips) clipping means only those clips that will be needed later are saved. Whole sheet clipping clips the whole page instead of just the region of interest. Select Sparse from the Clipping Mode area.
Note: Because you selected Sparse clipping, neither the Clip Grayscale nor the Clip
Compression group boxes are enabled on the Image Clips dialog box. These settings will be specified on the Clip Attributes dialog during grid definition. If you had selected Whole sheet, Clip Attributes would disable compression and grayscale options at the grid level. 8. Click Close. 9. Select Save from the Application menu.

This part of the tutorial describes how to define fields and grids.
A field is a portion of a document record. Each grid corresponds to a field. (Some fields, such as the NCS Header, contain data from other sources.) A grid - a set of response position strings on a sheet - represents one piece of information on a form.
Note: In this ScanTools Plus software tutorial, you will be defining each grid and its
associated field at the same time.
Clip attributes - a set of options that need to be chosen if youve selected Sparse Clipping. On the Clip Attributes dialog box, do the following:
select the appropriate Grayscale, Compression, and Rotation options (or allow the defaults), and to post-scan archive this clip, check (enable) Archive this Clip, optionally check Combine with Form, and enter a unique filename suffix in the Archive group box.
Defining the Name Field and Grid

In this procedure you will define the following as single grids mapped to their associated fields.
Last Name field is a 14-character alphanumeric field. First Name field is an 11-character alphanumeric field. M (Middle Initial) field is a 1-character alphanumeric field.
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Follow the steps below to define the field in the document record:
click New. The Output Field Entry dialog box is displayed. 2. In the Name field, type Last Name. Type is Alphanumeric. In the Attributes group box, verify that Display Field is selected. Fixed Length field is blank.
3. Click OK.
To define the grid,

4. On your sample GPAS # 223022, mark the bubbles as shown in the following
diagram:
Note: Follow the Marking Instructions on the Pearson NCS General Purpose Answer Sheet you are using.
5. Outline the hand-print boxes between the LAST NAME header and the bubble
grid as shown in the previous diagram. 6. Load the form into the scanner. 7. In the lower left corner of the Application Module window, click the Scan Sheet button. The marks you made on the form appear on the right half of the Application Module window. You can also see how the Form ID Marks at the top of the document are transferred to the window. The timing marks are the numbers
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at the left edge of the sample form shown in the Sheet Image window. The Form ID Marks are located along the first timing mark.
8. If the OMR tool dialog box is not displayed, click the OMR tool button
in the upper left corner of the Application Module window. 9. In the OMR Tool, use the following settings: Type = Alphabetic, no space
Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = Down
10. Move the mouse pointer to the first position of the grid. Hold down the left
mouse button and drag the pointer to the last response position; then drag the pointer to the last character position. Now release the mouse button.
Note: If you make a mistake, click the Undo Grid Definition button; then, try again.
11. Enlarge the grid clip to include the handprint boxes above the bubbles. Place
12. 13. 14. 15.
the cursor at the top left corner of the handprint boxes. Then, while pressing the CTRL key, press the left mouse button and drag the pointer to the bottom right corner of the handprint boxes. Release the mouse button and CTRL key. Select the Clip Attributes button from the OMR Tool. In the Grayscale area, select Bitone. Ensure that the top radio button is selected (rotation is up) in the Rotation area. Select the CCITT G4 Fax radio button for compression.
Note: For OpScan iNSIGHT 2/4 scanners, we recommend you select Packbits RLE for
superior compression performance. For OpScan iNSIGHT 70/150 and 5000i scanners, we recommend you select CCITT Group 4 Fax unless you are going to be editing in an environment where you need to use RLE. See online help for additional information. 16. Select Archive this Clip to post-scan archive the current image clip. 17. Select Combine with Form to combine the background form image (that you
specified in Image Clips) with the clip in the archive file. Archiving the form image with the clip can make certain clips more readable and provides context for the responses.
18. In the File Name Suffix field, type Last
Name for the suffix to be assigned to the archive file during scanning. 19. Click OK. 20. Click Append in the lower left corner of the Application Module window. You have completed defining the Last Name field in the document output record and have linked it to its corresponding grid in the document.
21. Select Save from the Application menu to save what you have done so far.
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22. Repeat this procedure (steps 1 through 21) to define the First Name field and
grid with these differences:
Step 2: Type First Name in the Name field. Step 4: Mark the bubbles in the FIRST NAME bubble grid as shown in the following figure. Step 5: Outline the hand-printed boxes between the FIRST NAME header and the bubble grid as shown in the following figure. Step 18: Type First Name for the suffix to be assigned to the archive file during scanning.
23. Repeat this procedure (steps 1 through 21) to define the M (Middle Initial) field
and grid with these differences.
Step 2: Type M in the Name field. Step 4: Mark the bubbles in the M bubble grid as shown in the following figure. Step 5: Outline the hand-printed boxes between the M header and the bubble grid as shown in the following figure. Step 18: Type MI for the suffix to be assigned to the archive file during scanning.
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Defining the Birth Date Field and Grids

On the sample form, the five grids listed below appear under the data area labeled BIRTH DATE. These grids will be mapped to a single field labeled Birth Date that is 8 characters wide.
The grid for month (MO) will be defined as a two-digit response grid. (A single row of bubbles will represent the digits 01 to 12.) The first digit of the Day grid will be defined as a numeric grid (0 to 3). The second digit of the Day grid will be defined as a numeric grid (0 to 9). The first digit of the Year grid will be defined as a numeric grid (0 to 2). The last three digits of the Year grid will be defined as a numeric grid (0 to 9).
Use the following steps to define the field in the document record:
click New. The Output Field Entry dialog box is displayed. 2. In the Name field, type Birth Date. In the Type field, click the Date radio button.
In the Attributes field, be sure no boxes are checked. In the Fixed Length field, click the box to insert a check mark; type 8.
3. Click OK.
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Define the MONTH grid as follows:

4. On your sample answer sheet MM223022, mark the bubbles as shown in the
following diagram:
5. Load the form into the scanner. 6. In the lower left corner of the Application Module window, click the Scan
Sheet button. 7. In the OMR Tool, use the following settings: Type = Two-digit response
8. Move the mouse pointer to the first position of the column. Hold down the left
mouse button and drag the pointer to the last position in the column; then, release the mouse button. 9. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. 10. Click the Append button in the lower left corner of the Application Module window.
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Define the first digit of the DAY grid as follows:

diagram:
Sheet button. 14. In the OMR Tool, use the following settings: Type = Numeric
mouse button and drag the pointer to the last position in the column; then, release the mouse button. 16. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. 17. Click the Append button in the lower left corner of the Application Module window.
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Define the second digit of the DAY grid as follows:

diagram:
First response (for columns 1 and 2)
DAY
YEAR
Second response (for columns 1 and 2) Last response, second and last character (for column 1)
0 1 2 3
0 1 2 3 4 5 6 7 8
0 1 2
0 1 2 3 4 5 6 7 8 9
0 1 2 3 4 5 6 7 8 9
0 1 2 3 4 5 6 7 8 9
Second character
Last response, second and last character (for column 2)
Last character Last reponse
22. Move the mouse pointer to the first response position of the grid. Hold down
the left mouse button and drag the pointer down to the last character position in the grid; then, release the mouse button. 23. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. 24. Click the Append button in the lower left corner of the Application Module window.
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Define the first digit of the YEAR grid as follows:

25. In the OMR Tool, use the following settings:
Type = Numeric Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = Down
the left mouse button and drag the pointer down to the last character position in the grid; then, release the mouse button. 27. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. 28. Click the Append button in the lower left corner of the Application Module window. Define the last three digits of the YEAR grid as follows:
the left mouse button and drag the pointer diagonally to the last character position in the grid; then, release the mouse button. 31. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. 32. Click the Append button in the lower left corner of the Application Module window. You have completed defining the grids that will be associated with the Birth Date field in the output record. Remember to save your work.
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Defining the ID Number Field and Grid

The ID Number field is similar to the Name field, but the ID Number field is numeric rather than alphanumeric. Use the following steps to define the field in the document record:
1. In the lower left corner of the ScanTools Plus Application Module window, 2. In the Name field, type ID
click the New button. The Output Field Entry dialog box is displayed. Number. Field Type is Numeric.
No boxes should be checked in Attributes. The Fixed Length field is blank.
3. Click OK.
To define the grid:

diagram:
8. Move the mouse pointer to the first response position of the grid. Hold the left
mouse button down and drag the pointer to the opposite corner (the last character position); then, release the mouse button.
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9. Click (optional) the Clip Attributes button to display the Clip Attributes
dialog box and set your desired grayscale, compression, rotation, and archive options. 10. Click the Append button in the lower left corner of the Application Module window. 11. Select Save from the Application menu.
Defining the Gender Field, Grid and Translate Table

The Gender field offers the respondent two choices, female or male. Marking one or the other writes the words Female or Male to the data record. Since Gender is not a standard data type available in ScanTools Plus software, you will need to create a custom data type by using a translate table. To create a translate table:
1. In the upper left of the Application Module window, click the Translate
button. The Translate tool dialog box is displayed. 2. Click the Add Table button in the top part of the dialog box. The Add Translate Table dialog box is displayed.
4. Click OK to close the Add Translate Table dialog box.
3. Type the name of the table in the Name field. For this tutorial, type Gender. 5. At the bottom of the Translate tool dialog box, click the Add Entry button. The 6.
7. 8. 9.
10. 11.
Translate Table Entry dialog box is displayed. The Response Position field is prefilled with 1, indicating that you are about to enter the character or string to assign to the first bubble in the grid. In the Translate String: field, type Female. Click OK. Click the Add Entry button again. The Translate Table Entry dialog box is displayed. Now the Response Position field is prefilled with 2, indicating that you are about to enter the character or string to assign to the second bubble in the grid. In the Translate String: field, type Male. Click OK. At the bottom of the Translate tool dialog box, click the Close button. Gender will now be available in the Type drop-down list in the OMR tool for every document in the application.
click the New button. The Output Field Entry dialog box is displayed.
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13. In the Name field, type Gender.
Field Type is Alphanumeric. No boxes should be checked in Attributes. The Fixed Length field is blank.
14. Click OK.
To define the grid:

15. On your sample GPAS # 223022 mark the bubbles as shown in the following
diagram:
Sheet button. 18. In the OMR Tool, use the following settings: Type = Gender
19. Move the mouse pointer to the first response position of the column. Hold
down the left mouse button and drag the pointer to the second position in the column; then, release the mouse button.
Note: If you get stuck or make a mistake, click the Undo Grid Definition button until
your grid definition disappears. Then try again. 20. Place the cursor at the top left corner of the GENDER grid. While pressing the
21. 22. 23. 24.
CTRL key, press the left mouse button and drag the pointer to the bottom right corner of the grid; then, release the mouse button and CTRL key. This enlarges the image clip size so the heading GENDER can be viewed when post-scan editing the field, or archiving the image clip of the grid. Select the Clip Attributes button from the OMR Tool. In the Grayscale area, select Bitone. Ensure that the top button is selected (rotation is up) in the Rotation area. Select the CCITT G4 Fax button as your compression method.
superior compression performance. For OpScan iNSIGHT 70/150 and 5000i scanners, we recommend you select CCITT Group 4 Fax unless you are going to be editing in an environment where you need to use RLE. See online help for additional information.
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25. Select Archive this Clip to post-scan archive the current image clip. 26. Select Combine with Form to combine the background form image (that you
specified in Image Clips) with the clip in the archive file. Archiving the form image with the clip can make certain clips more readable and proved context for the responses.
27. In the File Name Suffix field, type Gender for the suffix to be assigned to the
archive file during scanning. 28. Click OK. 29. Click the Append button in the lower left corner of the Application Module window. 30. Select Save from the Application menu.
Defining the Grade Field and Grid

The Grade field and grid use a linked grid. This means that two separate rows of bubbles are linked end-to-end so that the top of the second column is a continuation of the first column. Use the following steps to define the field in the document record:
click the New button. The Output Field Entry dialog box is displayed. 2. In the Name field, type Grade. Field Type: Numeric. No boxes should be checked in Attributes. The Fixed Length field is blank.
3. Click OK.
Define the GRADE grid as follows:

diagram:
Sheet button.
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Type = Two-digit response Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = Down
8. Move the mouse pointer to the first position of the first column. Hold down the
9. 10.
11.
12. 13. 14. 15.
left mouse button and drag the pointer to the last position in the first column; then, release the mouse button. In the OMR tool dialog box, click the Add Link to Grid button. Move the mouse pointer to the first position of the second column. Hold down the left mouse button and drag the pointer to the last position in the second column; then, release the mouse button. Place the cursor at the top left corner of the GRADE grid (including header). Then, while pressing the CTRL key, press the left mouse button and drag the pointer to the bottom right corner of the grid. Then release the mouse button and CTRL key. This enlarges the image clip size so the heading can be viewed when post-scan editing the field, or archiving the image clip of the grid. In the OMR Tool, select the Clip Attributes button. In the Grayscale area, select Bitone. In the Rotation area, make sure that the top button is selected (rotation is up). In the Compression area, select CCITT G4 Fax as your compression method.
superior compression performance. For OpScan iNSIGHT 70/150 and 5000i scanners, we recommend you select CCITT Group 4 Fax unless you are going to be editing in an environment where you need to use RLE. See online help for additional information. 16. In the Archive area, select Archive this Clip to archive the current image clip. 17. Also in the Archive area, select Combine with Form to combine the
18. 19. 20. 21.
background form image (that you specified in Image Clips) with the clip in the archive file. Archiving the form image with the clip can make certain clips more readable and provides context for the responses. In the File Name Suffix field of the Archive area, type Grade for the suffix to be assigned to the archive file during scanning. Click OK. Click the Append button in the lower left corner of the Application Module window. Select Save from the Application menu.
Note: Linked grids cannot be edited. If you need to change the grid or clip region, you
must redefine the entire grid and clip region. Always expand the clip region for the entire linked grid. By default, only the last linked grid is clipped and displayed.
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Defining the Part One and Part Two Fields and Grids
Grids may be created using the copy and paste functions. Use the following steps to define the fields in the document record:
1. In the lower left corner of the Application Module window, click the New
button. The Output Field Entry dialog box is displayed.
2. In the Name field, type Part One.
Type field is 1-Digit. No boxes should be checked in Attributes. Fixed Length field is blank.
3. Click OK. 4. To create the field Part Two, repeat the procedure (steps 1 through 3), but
name the field Part Two. 5. Select (highlight) the field Part One. Define the grids as follows:
6. On your sample GPAS # 223022, mark the bubbles as shown.
Sheet button. 9. In the OMR Tool, use the following settings: Type = Alphabetic, no space Mark Style =Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = Right
10. To define the first grid, move the mouse pointer to the first response position
of the first column. Hold the left mouse button down and drag the pointer to the last character position in the last column; then, release mouse button.
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11. Click (optional) the Clip Attributes button to display the Clip Attributes
12. 13.
14.
15.
dialog box and set your desired grayscale, compression, rotation, and archive options. Click the Append button on the Application Module window. Because the first and second grids are not the same size, you must also define the second grid. Move the mouse pointer to the first response position of the first column of the second grid. Hold down the left mouse button and drag the pointer to the last position in the last column; then, release the mouse button. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. Click Append in the lower left corner of the Application Module window.
Copying grids to other positions on the form:

16. The second grid (numbers 17 through 33) is selected (highlighted). Click the 17. 18.
19.
20. 21. 22. 23. 24. 25.
26.
27. 28. 29. 30.
Copy button or press Ctrl+C. Click the Paste button or press Ctrl+V. A box is displayed in the Application Module window in the shape of the grid you selected. Move the mouse pointer to the center of the box. Hold down the left mouse button and drag the box so it exactly overlays where grid 3 (numbers 34 through 50) is to be located and then release the mouse button. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. Click the Append button. Move the mouse pointer to the center of the first grid (numbers 1 through 16), and click once. The grid may change color. Click the Copy button or press Ctrl+C. Select (highlight) the field Part Two. Click the Paste button or press Ctrl+V. A box is displayed in the Application Module window in the shape of the grid you selected. Move the mouse pointer to the center of the box. Hold the left mouse button down, and drag the box so it exactly overlays where grid 4 (numbers 51 through 66) is to be located, and then release the mouse button. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. Click the Append button. Move the mouse pointer to the center of the second grid (numbers 17 through 33), and click once. The grid may change color. Click the Copy button or press Ctrl+C. Select (highlight) the field Part Two.
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31. Click the Paste button or press Ctrl+V. A box is displayed in the Application 32.
33.
34. 35. 36. 37.
38. 39.
40.
Module window in the shape of the grid you selected. Move the mouse pointer to the center of the box. Hold the left mouse button down, and drag the box so it exactly overlays where grid 5 (numbers 67 through 83) is to be located, and then release the mouse button. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. Click the Append button. Grid 5 (numbers 67 - 83) is selected (highlighted). Click Copy or press Ctrl+C. Click the Paste button or press Ctrl+V. A dialog box is displayed in the Application Module window in the shape of the grid you selected. Move the mouse pointer to the center of the box. Hold down the left mouse button and drag the box so it exactly overlays where grid 6 (numbers 84 through 100) is to be located, and then release the mouse button. Click the Append button. Click (optional) the Clip Attributes button to display the Clip Attributes dialog box and set your desired grayscale, compression, rotation, and archive options. Select Save from the Application menu.
Defining the Comments Field and Grid

The Comments area of the form can be defined for a graybox edit. Do the following to define the field in the document record:
1. In the Application Module window, click the New button. The Output Field
Entry dialog box is displayed.
2. In the Name field, type Comments.
Type: select Alphanumeric. No boxes should be checked in Attributes. Fixed Length checkbox must be blank, equal to or greater than the number of characters specified in the output length field on the Graybox tool.
3. Click the OK button.
To define the grid:

4. On your sample answer sheet, draw lines around the
Comments area as shown. The large X is used to guarantee that the graybox beginning and ending timing marks are detected. 5. Load the form into the scanner. 6. Click the Scan Sheet button in the Document area (lower left part of window).
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7. Click the Graybox tool button (the Gray button) in the upper left corner of the 8. 9. 10. 11. 12.
Application Module window. Set the Cutoff Value to 5 and the Output Length value to 20. Select the Clip Attributes button. In the Grayscale area, select Bitone. Ensure that the top button is selected (rotation is up) in the Rotation area. Select CCITT G4 Fax as your compression method.
superior compression performance. For OpScan iNSIGHT 70/150 and 5000i scanners, we recommend you select CCITT Group 4 Fax unless you are going to be editing in an environment where you need to use RLE. See online help for additional information. 13. Select Archive this Clip to post-scan archive the current image clip. 14. Select Combine with Form to combine the background form image (that you
15. 16. 17. 18.
specified in Image Clips) with the clip in the archive file. Archiving the form image with the clip can make certain clips more readable and provides context for the responses. In the File Name Suffix field, type Comments for the suffix to be assigned to the archive file during scanning. Click OK. Move the mouse pointer to the upper left corner of the grid; hold the left button down; drag the pointer to the lower right corner; and release the mouse button. Click the Append button in the lower left corner of the Application Module window. You have defined the Comments field in the document output record and linked it to its corresponding grid in the document.
Defining the Score* Field (Optional)

To store respondent scores in the Data Record (optional), you can define a total score and/or a subtest score field in your application. There is no grid associated with this field.
button. The Output Field Entry dialog box is displayed. 2. In the Name field, type Score. Type is Numeric.
No boxes should be checked in Attributes. The Fixed Length field is 6 for this example. A total score requires a minimum of 5, and a subtest score requires a minimum of 4.
3. Click OK. Score* is displayed in the list of fields in the lower left corner. 4. Select Save from the Application menu.
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Final Steps
Defining Post-scan Archive Index Information

After scanning has been performed, post-scan image archiving can be done. This is the process of extracting individual image clips and associated items from the master clip file created during scanning, and writing the archival clips as separate entities into a directory you define. Archiving also produces an index file that is used by the image retrieval system, not by ScanTools Plus software. See Chapter 8 for information on Archiving Images. For this tutorial, the grids that will be archived are the Name, Gender, Grade, and Comments grids, along with any other grids you chose to archive. They were selected to be archived during the definition of each grid. To create archive index entries that can be used to access each grid being archived:
1. With the application still open, select Archive Indices from the Document
drop-down menu. On the Archive Indices dialog box, you must specify which fields are to be used as indices for archive clips taken from each document in the application. 2. Select the ID Number and Last Name fields from the Fields area. When you have selected a field, select the arrow pointing to the Indices area to make that field an index. The name of the field is now displayed in the Indices area. You must do each field separately. 3. Select OK. 4. Select Save from the Application menu.
Final Steps
When all fields and grids are defined, you need to be sure to check Release for scanning in the Application Settings dialog. Select Exit from the Application menu; if prompted, Save the application before exiting. To make an application diskette, see the Making an Application Disk section of this manual.
If You Need More Practice

Talk with your Pearson representative about additional training services and materials available or visit our Web site at training.PearsonNCS.com. Custom application development is available through the Pearson Assessments Services Group by calling 1-800-338-5544.
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Appendix B
Tutorial: Creating an Application for an OMR Scanner

This tutorial takes you step-by-step through defining an application for an OMR scanner using the ScanTools Plus Application Module window.
WARNING: The tutorial cannot be run on EZData scanners.
The application you create can be used with Pearson General Purpose Answer Sheet (GPAS) # 221681 (Tutorial). The form is suited to many purposes and includes the following: Demographic information (such as name, birth date, identification number). 200 items (questions) that can be used for tests, surveys, or questionnaires.
Note: If you have questions about the steps you are performing, press the F1 key on your
keyboard. This displays context-sensitive help for the active window or dialog box.
Before You Begin

You must have several blank copies of Pearson General Purpose Answer Sheet (GPAS) # 221681 (Tutorial). This is a dual-sided form that is shipped with your ScanTools Plus software package. Your scanner and ScanTools Plus software must be installed. You should read Chapter 1, (Overview) and Chapter 3, (Creating an Application) to familiarize yourself with the concept of creating an application. You should know the characteristics of your scanner. The full tutorial applies to a Pearson scanner that can read both sides of a full-width sheet. If your scanner can only read one side of a sheet, you can skip the parts of the tutorial that are beyond the capabilities of your scanner. You should know how to use the Microsoft Windows operating system.
B-1

Getting Started
Getting Started
The first steps in creating a new application are:
1. Select Pearson NCS | ScanTools Plus from the Programs list. Doing so starts
ScanTools Plus software and displays the ScanTools Plus Main Window. 2. Select New from the Application menu. Doing this displays the ScanTools Plus Application Module window.
Note: From this point on this process will be referred to as selecting an item from a
menu. For example, Step 2 would be written select New from the Application menu.

In this procedure, you name your new application, the document, and the output format associated with it.
Note: You need to use your scanner for this procedure. Make sure it is installed and the power is turned on.
First, create the document:

1. Select New from the Document menu. The New Document dialog box is
displayed.
2. In the Title field, type the name of the document. For this tutorial, we will call
it Learning Document.
3. Insert a blank form, GPAS # 221681 into your scanners input tray. 4. In the top half of the New Document dialog box Scan section, click Scan All.
Your scanner starts, the form is scanned, and the Form ID and timing mark information from the form is transferred to the dialog box.
5. Click OK.
Next, create the output format:

6. Select New from the Output menu. The New Output Format dialog box is
displayed.
7. In the Name field, type the name of the output format. For this tutorial, we will
call it Learning Output Format.
8. Ensure that the Apply Output Format to current document checkbox is
checked. If not, click the left mouse button to insert a check mark.
9. Click OK.
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Finally, save the application:

10. Select Save from the Application menu. 11. In the Save As dialog box, type in the title and number for your application.
For this tutorial, in the Title field, type Learning, and in the Number field, type 700.
12. Click OK.

This part of the tutorial describes how to define fields and grids.
A field is a portion of a document record. Each grid corresponds to a field. (Some fields, such as the NCS Header, contain data from other sources.) A grid is a set of response position strings on a sheet - it represents one piece of information on a form.
Note: In this ScanTools Plus software tutorial, you will be defining each grid and its
associated field at the same time.
Defining the Name Field and Grid

The Name field is a 21-character alphanumeric field. Although the grid printed on form GPAS # 221681 shows places for Last Name, First Name, and Middle Initial, you will define it as a single grid mapped to the field. Follow the steps to define the field in the document record:
click New. The Output Field Entry dialog box is displayed.
2. In the Name field, type Last
Name.
Type is Alphanumeric. In Attributes field, verify that Display Field is selected. Fixed Length field is blank.
3. Click OK.
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To define the grid,

4. On your sample GPAS # 221681, mark the bubbles as shown in the diagram:
LAST NAME FIRST NAME MI
First response Second response
A B C D E F G H I J K L M N O P Q R S T U V X
A B C D E F G H I J K L
A B C D E F G H I J K L M N O P Q R S T U V X Y Z
A B C D E F
A B C D E F
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
G G H I J K L H I J K L
M M N O P Q R S T U V X Y Z N O P Q R S T U V X Y Z
M M M N O P Q R S T U V X Y Z N N
O O P R S T U V X Y Z P R S T U V X Y Z Q Q
W W W W W W W W W W W W Y Z
W W W W W W W W
Last response Second character
Last character
Sheet button.
The marks you made on the form appear on the right half of the Application Module window. You can also see how the Form ID Marks at the top of the document are transferred to the window. The timing marks are the numbers at the left edge of the sample form shown in the Sheet Image window. The Form ID Marks are located along the first timing mark.
7. If the OMR tool dialog box is not displayed, click the OMR tool button
in the upper left corner of the Application Module window.
Type = Alphanumeric Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = left
9. Move the mouse pointer to the first position of the grid. Hold down the left
mouse button and drag the pointer to the last response position; then, drag the pointer to the last character position. Now, release the mouse button.
Note: If you make a mistake, click the Undo Grid Definition button; then, try again.
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10. Click the Append button in the lower left corner of the Application Module
window.
You have completed defining the Name field in the document output record and have linked it to its corresponding grid in the document. As a final step, save the work you have done so far.
Defining the Birth Date Field and Grids

On the sample form, five grids appear under the data area labeled BIRTH DATE on the sample form. These grids will be mapped to a single field labeled Birth Date that is 8 characters wide.
The grid for month (MO) will be defined as a two-digit response grid. (A single row of bubbles will represent the digits 01 to 12.) The first digit of the Day grid will be defined as a numeric grid (0 to 3). The second digit of the Day grid will be defined as a numeric grid (0 to 9). The first digit of the Year grid will be defined as a numeric grid (0 to 2). The last three digits of the Year grid will be defined as a numeric grid (0 to 9).
click New. The Output Field Entry dialog box is displayed.
2. In the Name field, type Birth
Date.
In the Type field, click the Date radio button. In the Attributes field, be sure no boxes are checked. In the Fixed Length field, click the box to insert a check mark; type 8.
3. Click OK.
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Define the MONTH grid as follows:

4. On your sample answer sheet GPAS # 221681, mark the bubbles as shown in
the following diagram:

Mo
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT
Last response Second character Last character
NOV
Sheet button.
Type = Two-digit response Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = left
mouse button and drag the pointer to the last position in the column; then, release the mouse button. window.
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Define the first digit of the DAY grid as follows:

diagram:
DAY
First response Second response Last response Second character Last character
2
0 1 2 3 4 5 6
Sheet button.
Type = Numeric Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = left
mouse button and drag the pointer to the last position in the column; then, release the mouse button. window.
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Define the second digit of the DAY grid as follows:

diagram:
DAY
YEAR
0 1 2 3
0 1 2 3 4 5 6 7 8
0 1 2
0 1 2 3 4 5 6 7 8 9
0 1 2 3 4 5 6 7 8 9
0 1 2 3 4 5 6 7 8 9
Second character
Last response, second and last character (for column 2)
Last character Last reponse
Sheet button.
the left mouse button and drag the pointer down to the last character position in the grid; then, release the mouse button. window.
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Define the first digit of the YEAR grid as follows:

the left mouse button and drag the pointer down to the last character position in the grid; then, release the mouse button. window.
Define the last three digits of the YEAR grid as follows:

the left mouse button and drag the pointer diagonally to the last character position in the grid; then, release the mouse button. window.
You have completed defining the grids that will be associated with the Birth Date field in the output record. Remember to save your work.
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Defining the ID Number Field and Grid

The ID Number field is similar to the Name field, but the ID Number field is numeric rather than alphanumeric. Use the following steps to define the field in the document record:
2. In the Name field, type ID
Number.
Field Type is Numeric. No boxes should be checked in Attributes. The Fixed Length field is blank.
3. Click OK.
To define the grid:

diagram:
Sheet button.
8. Move the mouse pointer to the first response position of the grid. Hold the left
mouse button down and drag the pointer to the opposite corner (the last character position); then, release the mouse button.
9. Click Append in the lower left corner of the Application Module window. 10. Select Save from the Application menu.
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Defining the Gender Field, Grid, and Translate Table

The Gender field offers the respondent two choices, female or male. Marking one or the other writes the character F or M to the data record. Since Gender is not a standard data type available in ScanTools Plus software, you will need to create a custom data type by using a translate table. The table you will create is modeled after the one in the Sample Application tutorial which lists Male first and Female second. To create a translate table:
1. In the upper left of the Application Module window, click the Translate
button. The Translate tool dialog box is displayed. Translate Table dialog box is displayed.
2. Click the Add Table button in the top part of the dialog box. The Add 3. Type the name of the table in the Name field. For this tutorial, type Gender. 4. Click OK to close the Add Translate Table dialog box. 5. At the bottom of the Translate tool dialog box, click the Add Entry button. The
Translate Table Entry dialog box is displayed.
6. The Response Position field is prefilled with 1, indicating that you are about
to enter the character or string to assign to the first bubble in the grid. In the Translate String: field, type F.
7. Click OK. 8. Click the Add Entry button again. The Translate Table Entry dialog box is
displayed.
9. Now the Response Position field is prefilled with 2, indicating that you are
about to enter the character or string to assign to the second bubble in the grid. In the Translate String: field, type M.
10. Click OK. 11. At the bottom of the Translate tool dialog box, click the Close button.
Gender will now be available in the Type drop-down list in the OMR tool for every document in the application. Use the following steps to define the field in the document record:
13. In the Name field, type Gender.
Field Type is Alphanumeric. No boxes should be checked in Attributes. The Fixed Length field is blank.
14. Click OK.
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To define the grid:

15. On your sample GPAS 221681 mark the bubbles as shown in the following
diagram:
Sheet button.
Type = Gender Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = left
19. Move the mouse pointer to the first response position of the column. Hold
down the left mouse button and drag the pointer to the second position in the column; then, release the mouse button.
Note: If you get stuck or make a mistake, click the Undo Grid Definition button until
your grid definition disappears. Then try again. 20. Click the Append button in the lower left corner of the Application Module
window.
Defining the Grade Field and Grid

The Grade field and grid use a linked grid. This means that two separate columns of bubbles are linked end-to-end so that the top of the second column is a continuation of the first column. Use the following steps to define the field in the document record:
2. In the Name field, type Grade.
Field Type is 2-Digit. No boxes should be checked in Attributes. The Fixed Length field is blank.
3. Click OK.
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Define the GRADE grid as follows:

diagram:
GRADE OR EDUCATION
1 2 3 4 5 6 7
9 10 11 12 13 14 15 16
Last response
Second character and Last character
Sheet button.
Type = Two-digit response Mark Style = Bubble Cell spacing (Cell) = 1 Timing mark spacing (TM) = 1 Orientation = left
8. Move the mouse pointer to the first position of the first column. Hold down the
left mouse button and drag the pointer to the last position in the first column; then, release the mouse button.
9. In the OMR tool dialog box, click the Add Link to Grid button. 10. Move the mouse pointer to the first position of the second column. Hold down
the left mouse button and drag the pointer to the last position in the second column; then, release the mouse button. window.
11. Click the Append button in the lower left corner of the Application Module 12. Select Save from the Application menu.
B-13
1 A
1
2 B 3 C 5 E 1
4 D
11 A
1
2 B 2 B
3 C 3 C
4 D 4 D
5 E 5 E
21 A
1
2 B
3 C
4 D
5 E
31 A 22 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
41 A 32 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
2 A
1
2 B 3 C 5 E 5 E 4 D 2 B 2 B 3 C 3 C 4 D 5 E 5 E 3 C 4 D 2 B
4 D
12 A
1
42 A 13 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
button. The Output Field Entry dialog box is displayed.
3 A
1
23 A 14 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
33 A 24 A 15 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
43 A 34 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
4 A
1
44 A
2 B
3 C
4 D
5 E
5 A
1
25 A
6 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
35 A 16 A 7 A
1 2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
45 A 26 A 17 A 8 A
1 2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
No boxes should be checked in Attributes.
36 A
2 B
3 C
4 D
5 E
46 A
2 B
3 C
4 D
5 E
(Side 1) as shown in the following diagram:
27 A 18 A
9 A
1 2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
37 A 28 A
19 A 10 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
47 A
2 B
3 C
4 D
5 E
Copying and pasting grids to other areas
38 A
29 A 20 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
48 A
39 A 30 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
Defining grids in double-spaced rows
49 A 40 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
The Fixed Length field is blank.
50 A
2 B
3 C
4 D
5 E
Defining the Items Grids and Field
51 A
1
2 B
3 C
4 D
5 E
61 A 52 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
1 2 B 3 C 4 D 5 E 1
2 2 B
3 3 C
4 4 D
71 A B C D E
62 A 53 A
1 2 B 3 C 4 D 5 E 1
81 A
72 A 63 A
2 B 3 C 4 D 5 E 1 5 E 1
2 B
3 C
4 D
5 E
91 A
82 A 73 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
Field Type is 1-Digit.
92 A 83 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
93 A
2 B
3 C
4 D
5 E
54 A
1
2 B
3 C
4 D
5 E
64 A
2 B
3 C
4 D
5 E
74 A
2 B
3 C
4 D
5 E
84 A
2 B
3 C
4 D
5 E
94 A 55 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
65 A
56 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
1 2 B 3 C 4 D 5 E 1
2 2
3 3
4 4
75 A B C D E
5
85 A
1
2 B
3 C
4 D
5 E
95 A
66 A 57 A
2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
67 A
2 B
3 C
4 D
5 E
77 A B C D E
87 A
2 B
3 C
4 D
5 E
97 A
2 B
3 C
4 D
5 E
3. Click OK.
58 A
1
2 B
3 C
4 D
5 E
68 A 59 A
1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
1 2 B 3 C 4 D 5 E 1
2 2 B
3 3 C
4 4 D
78 A B C D E
69 A 79 A
5 E
88 A
1
2 B
3 C
4 D
5 E
98 A 89 A 60 A
2 B 3 C 4 D 5 E 1 2 B 3 C 4 D 5 E 1
2 B
3 C
4 D
5 E
99 A
2 B
3 C
4 D
5 E
70 A
2 B
3 C
4 D
5 E
80 A
2 B
3 C
4 D
5 E
90 A
2 B
3 C
4 D
5 E
100 A
2 B
3 C
4 D
5 E
Sheet button.
76 A B C D E
86 A
2 B
3 C
4 D
5 E
96 A
2 B
3 C
4 D
5 E
6. In the lower left corner of the Application Module window, click the Scan
4. On your sample GPAS # 221681, mark the bubbles on the front of the form
The Items grids enable you to try two special capabilities of the Application Module window:
2. In the Name field, type Items.
Define the front side Items grid as follows:
5. Load the form into the scanner.
B-14

Type = One digit response Mark Style = Bubble Cell spacing (Cell) = 2 (note the difference) Timing mark spacing (TM) = 1 Orientation = down (note the difference)
Defining the first grid:

8. Move the mouse pointer to the first response position of the first column
(Question 1). Hold the left mouse button down and drag the pointer to the last character position in the last column (Question 10); then, release mouse button.
window.
Copying the grid to the other positions on the front of the form:
Note: When you paste the grid to the next position, be sure to follow the sheet in chronological order. When you reach the second row of grids, to stay in the proper sequence, go to the top of the second row to paste the next grid.
10. Move the mouse pointer to the center of the first grid and click once. The grid
may change color.
11. Click the Copy button or press Ctrl+C. 12. Click the Paste button or press Ctrl+V. A box is displayed in the Application
Module window in the shape of the grid you selected.
13. Move the mouse pointer to the center of the box. Hold down the left mouse
button and drag the box to the exact place you want the next grid located (for example, Questions 11 through 20), and then release the mouse button.
14. Click the Append button. 15. Repeat steps 12 through 14 for every remaining Item grid on the front of the
document. Ensure that subsequent grids are pasted and appended in the correct order or data integrity issues will result.
B-15

Defining the back side of the form (if your scanner can read the back):
16. Mark the back of the form, as shown below:
5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 E 5 E 5 5 5 E E 5 3 2 1 5 3 2 1 5 3 2 1 4 4 4 E E E E E E E E E E E E E D E E D D D D D D D D D D D D D D D D D D 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 D E
71 A
75 A
76 A
77 A
21 A
22 A
25 A
26 A
28 A
72
23
24
27
29
73
74
78
79
5 E 3 4 D 2 B C 1 A E
30
65 A
67 A
13 A
18 A
11
17
15
20
14
61
62
63
64
19
66
5 E
5 E
68
69
5 D 3 4 2 B C 1 A
1 A
2 A
3 A
4 A
5 A
6 A
7 A
8 A
9 A
51 A
54 A
55 A
58 A
52
56
53
57
59
17. Load the form into the scanner with Side 1 facing up. 18. In the lower left corner of the Application Module window, click the Scan
Sheet button.
19. Click the Go To Bottom button in the lower left corner of the window. 20. In the OMR Tool, use the following settings:
Type = One digit response Mark Style = Bubble Cell spacing (Cell) = 2 (note the difference) Timing mark spacing (TM) = 1 Orientation = up (note the difference)
21. Move the mouse pointer to the first response position of the first column
(Question 101). Hold the left mouse button down and drag the pointer to the last character position in the last column (Question 110); then, release mouse button.
window.
23. Move the mouse pointer to the center of the first grid and click once. The grid
may change color.
24. Click the Copy button or press Ctrl+C. 25. Click the Paste button or press Ctrl-V. A box in the shape of the grid you
selected on Side 1 of the sheet is displayed in the Application Module window. button and drag the box to the exact place you want the next grid located: questions 111 to 120.
26. Move the mouse pointer to the center of the box. Hold down the left mouse
27. Click the Append button.
B-16
60
10
70 A
12 A
16 A
80

Final Steps
28. Click the Copy button; then, click the Paste button. A box in the shape of the
grid with the new orientation is displayed in the Application. following the test question sequence.
29. Drag the box to the exact place you want the grid to be located. Be sure you are 30. Click the Append button. 31. Repeat the paste and append steps for every remaining Item grid on the back
of the document.
Defining the Score* Field (Optional) To display respondent scores in the Data Record (optional), you can define a total score and/or a subtest score in your output record.
34. In the Name field, type Total
Score.
Field Type is Numeric. No boxes should be checked in Attributes. The Fixed Length field is 5.
35. Click OK. Total Score* is displayed in the ScanTools Plus Application Module
window.
37. In the Name field, type Subtest
Score.
Field Type is Numeric. No boxes should be checked in Attributes. The Fixed Length field is 4.
38. Click OK. Subtest Score* is displayed in the ScanTools Plus Application
Module window.
Final Steps
When all fields and grids are defined, you need to be sure you release the application for scanning. For information on this topic, see the Select Release for Scanning section in Chapter 3 of this manual. To make an application diskette, see the Making an Application Disk section in Chapter 3 of this manual.
B-17


Talk with your Pearson representative about additional training services and materials available or visit our Web site at training.PearsonNCS.com. Custom application development is available through the Pearson Assessments Services Group by calling 1-800-338-5544.
B-18
Appendix C
Data File Format

Scanned data is formatted and stored in data files. The files contain standard ASCII characters and can be viewed with a text editor. Before scanning, you need to create and select a data file using the ScanTools Plus Main window Data File menu. The New Data file dialog box enables you to enter the name for a new data file. A data file can have a long file name. The name can include spaces but must not include any of the following special characters: : | < > ? / * Also, valid DOS device names should not be used, such as: aux, com1, com2, com3, com4, con, lpt1, lpt2, lpt3 Data files have the following characteristics:
Each scanning task creates a file with the name you specify and the extension .DAT. The file contains an individual document record for each document scanned. Each document record is a string of ASCII characters. A carriage return/linefeed (CR/LF) is used to terminate each record, and an end-of-file marker (Ctrl-Z) is displayed after the last record.
The first 40 characters of the string comprise the NCS Header. The remaining characters of the string are document data as defined in the application's output format. When scanning multiple documents that use record formats of different lengths, each document record is padded with spaces, if necessary, to make all records equal in length to the longest record format.
The NCS Header and each data item occupies a fixed number of characters in a fixed position in the string.
This simple data format facilitates conversion of data files to custom formats or importation to other databases. The content of the NCS Header is described in online help.
C-1
Data File Format
C-2
Appendix D
Glossary
application A set of rules that governs how your personal computer collects data from your scanner and how it stores this information on your disk. It contains one or more document definitions and their associated output formats. application module The software used to create an application consisting of one or more documents. The application module has its own set of menus separate from the ScanTools main window. For details, see Application Module in online help. archiving Image archiving is the process of extracting individual image clips and associated items from the master clip file created during scanning, and writing the archival clips as separate entities into a user-defined directory. It is a process of rearranging clips and fields from data record into a format more comprehensible to some other archiving software. archive image scaling Located on the Application Settings dialog, this feature is used to change the resolution of the scanned image during archive. The archived image will be saved in the selected resolution (200 DPI, 240 DPI, 300 DPI, 400 DPI or 600 DPI). For image scanners only. bar code A series of parallel lines and spaces of varying widths, printed on a form, or affixed to a form with a label. When decoded, a bar code represents a string of alphanumeric characters. batch A batch is a collection of sheets that are scanned, one after another, as a group. You can assign a common batch number to each sheet in a batch. bias bar The EZData scanner requires that a bias bar be defined for every sheet of every form. A bias bar is a row of 12 black cells and is used at scanning time to make certain the scanner read head is functioning properly, before scanning forms. The bias bar is on all printed forms used by the EZData scanner. EZData scanners are single-sided scanners so the bias bar is always on the top side of the form.
D-1
Glossary
booklet A document that contains more than one sheet. booklet sequence check A booklet sequence check determines if sheets are being scanned in proper order. Two types of booklet sequence checks are available. The ascending sequence check verifies that each sheet scanned has a higher sequence number than the previous one. The sequential sequence check verifies that each sheet scanned has a sequence number one greater than the number of the previous sheet. Both checks require the first and last sheets of a booklet to be scanned. character A character is: (1) A single letter, digit, or symbol, or (2) the string of response positions on a form that is needed to represent a single letter, digit, or symbol. configuration sheet A configuration sheet is a special form used to configure a scanner. When a completed configuration sheet is scanned, it sets the communications protocol of the scanner that scans it. Configuration sheets vary from scanner to scanner, and not all scanners use them. context All of the variables associated with a scanning task. It includes the application, the data file, the edit profile, the score profile, and the conversion profile. context file An ASCII text file that allows you to start ScanTools Plus software from the Run dialog box or to create your own icon and command line to automate a particular ScanTools Plus function. conversion profile A set of rules that enables ScanTools Plus software to convert a standard data file into one of a different format. data file A computer file that contains data from scanned documents. dialog box A Microsoft Windows term for a box or window that is displayed on your screen when ScanTools Plus software needs more information to complete a task. document One or more sheets, when scanned, produce one document record in a data file. One document creates one document record, and many documents can be in one application.
D-2
Glossary
document definition The part of an application that defines where information is located on a document. It governs how the computer handles the information from data the scanner provides. The definition includes number of sheets in the document, location of form ID marks and timing marks, location and types of grids, and which field the data from each grid will be stored in. document record A part of a data file that represents the information obtained from one document. document sequence record The part of an application that defines the order in which to scan the documents. domain resolution An output field attribute that causes the field's grids to be resolved (scanned and translated into data) using a read level threshold that is based on the average read level of all marks in the field's grids. Basing the read level threshold on the actual darkness of the marks in the field ensures that fields with marks that are especially dark (on average) are resolved. When applying domain resolution to a grid using binary resolution (binary, binary coded decimal, or litho-code), domain resolution is performed on a single grid within the field rather than on the average of all marks in all grids in the field (as all other resolution types do). When you use domain resolution, the read levels for all of the marks in the field are averaged. If there are more than 15 marks, the read level threshold is set at the average read level minus 4 for OpScan scanners. If there are less than 15 marks, the read level threshold is set at the average read level minus 5 for OpScan scanners. The read level threshold is never lowered (as a result of using domain resolution) below what it would be if you did not use domain resolution. It can only be raised. Marks that have read levels less than the read level threshold are interpreted as omits.
Note: The EZData scanner does not support domain resolution.
D-3
Glossary
edit profile A set of rules used to determine whether data collected from scanning is valid, and what to do if it isn't. field A portion of a document record that is reserved for one piece of information. file A file is a collection of records that contain related information stored on disk and retrieved from disk at the same time. file bar The area of the scanning module main window which allows you to select the current context for the action you are performing. You can select the desired application, data file, and appropriate profile. The display of the file bar is controlled from the main window Options, File Bar menu. file format The format of a file specifies the manner in which data is internally represented in it. ScanTools Plus gives you the ability to convert files to a number of standard formats that are used by other software packages. form A sheet(s) of paper on which data is gathered and can be scanned. The sheet(s) contains Form ID Marks and timing marks, and it complies with dimensional restrictions imposed by the scanner. Form ID Marks Small black squares at the top of the form that uniquely identify it. graybox (ICR/OCR) A defined region of a form that is evaluated for the presence of data, for recognition of machine printed and hand printed text, and for archiving of the associated image clip. It is defined in a ScanTools Plus application using the Graybox tool and requires installation of the optional RealTime Character Recognition component for implementation. graybox (standard) A defined region of a form that is evaluated for the presence of data and for archiving of the associated image clip. It is defined in a ScanTools Plus application using the Graybox tool. Standard grayboxes are commonly used in applications that require key from image for data capture.
D-4
Glossary
grid One or more response position strings on a form that, together, represent one piece of information. The following grid types are available in ScanTools Plus:
Alphabetic, no space Alphanumeric Bar code BCD - binary-coded decimal Binary Binary (scoring) Binary with Parity Graybox Literal Litho-code Numeric One-digit response Two-digit response
ICR/OCR Intelligent Character Recognition/Optical Character Recognition (for image scanners only). The interpretation of both hand printed and machine printed letters and numbers. ICR is also called Handprint Recognition. See documentation for the optional RealTime Character Recognition component for additional information, including application definition for character recognition and formatting handprint and machine print areas for best results. image clip A photographic representation of all or a portion of a scanned sheet created as a TIF (tagged image file format) or JPG image file. You define image clips in the application module as part of an application definition of a document. Image clips can be used in the following ways:
You can use them in the data editor to resolve edit failures without needing to access the paper-scanned sheets. They can be archived for viewing by another program at a later date. They can be interpreted by the optional RealTime Character Recognition component for recognition of machine printed and hand printed text.
image header field An optional block of data after the NCS Header in the document record. The image header field can only be used by ScanTools Plus Link SDK and is used for image scanner applications only. When an image scanner is used and the
D-5
Glossary
application definition includes image clipping, the image header field provides information about the location and quantity of clips for each document scanned. See Add/Remove Image Header Fields in online help. iNAME image archiving iNAME is a ScanTools software function that enables you to perform scan-time image archiving. This includes archiving of image files created during scanning, user-defined archive file and path naming, indexing, and control of which fields to archive. iNAME configuration is integrated with ScanTools application definition. iNAME Merge iNAME Merge is a post-scan function that is run after iNAME image archiving is complete. It lets you merge a background form image into the individual image files that were generated by iNAME archiving. It also lets you rotate images, and change the image scaling to a different resolution than what was produced at scan-time. key The actual data that the sheet (data) is scored against. key data In scoring, the correct responses for a test. Key data can be either in the form of a document filled in with the correct responses or data files created when the correctly filled in documents have been scanned. key from image Key from Image (KFI) literally means looking at an image and keying in the characters. linked grids Two or more non-contiguous grids can be defined as one grid by using the OMR tool Add Link to Grid button. After defining one grid, you can continue the grid in another location on the same sheet by pressing the button and defining another grid. The grids can be on the same side of a single sheet or they can span the front and back of a single sheet. They cannot span across multiple sheets. Linked grids must be of the same type and output length; however, the grid spacing can be different. literal A character or string that is always written to every document record. It is created in a ScanTools Plus application using the Literal tool.
D-6
Glossary
litho-code A litho-code is an optional, binary-coded serial number unique to every form. They are pre-printed grids that are used to check that all sheets in a booklet are from the same individual document. mark all that apply field An output field attribute that allows data collection from a single grid where two or more response positions can be marked. Each response is translated to one or more characters defined in a translate table. The output field for the grid contains both characters from the translate table for marked responses and spaces for responses not marked, in the order defined in the translate table. The number of characters included for each response position is based on the length of the largest character string in the translate table. mark all that apply field (left justify) An output field attribute that allows data collection from a single grid where two or more response positions can be marked. Each response is translated to one or more characters defined in a translate table. The output field for the grid contains both characters from the translate table for marked responses and spaces for responses not marked. The character strings for marked responses are left justified within the field. The field is space-filled on the right for responses not marked. The number of characters included for each response position is based on the length of the largest character string in the translate table. mark all that apply grid A type of grid where it is acceptable for any number (all through none) of response positions to be marked. It is commonly used for surveys. The grid must be a single column or a single row. If your application requires Mark All That Apply data collection, we recommend using the Mark All That Apply or Mark All That Apply (Left Justify) output field attribute types, see above. The output field attributes provide more features and are easier to implement than the Mark All That Apply grid method. mark threshold The mark threshold defines how dark a mark must be before it is seen by the scanner. The mark threshold may be varied using the ScanTools Plus application. mod 10 edit In an edit profile, an edit type that is usually used to check the validity of data collected from a grid. It checks the completeness of data and then applies a special checksum test. The checksum test is useful to make sure that no digits in the field have been transposed and that no single digits have been misread.
D-7
Glossary
multiple A multiple is when more than one response position in a response position string has been marked. Multiples are indicated in records by an asterisk (*). NCS Header A block of data at the beginning of every document record that identifies it. omit An omit is when no response positions have been marked in a response position string. Omits are indicated in records by a space. OMR - Optical Mark Recognition Optical Mark Recognition (OMR) is the process of machine recognition of pencil or pen marks on a page and the production of a text data file output. The technology supports multiple choice questions, surveys, and mark-all-that-apply questions using defined grids of bubble response positions. Unlike mark sense software, the OMR solution not only determines which marks have been filled in by the respondent, but is able to distinguish the intended response when more than one bubble has been marked. This is important in applications like test scoring where erasures may appear as dark marks and be incorrectly scored. OMR from Image In ScanTools Plus Application Settings, an option that creates OMR data from a scanned image that is stored in the buffer in the memory of the personal computer attached to the scanner; the image is accessed by ScanTools Plus software. When the configured scanner is a 5000i or OpScan iNSIGHT 70/150, this is always used. OMR from Scanner In ScanTools Plus Application Settings, an option that allows OMR data to be created in the scanner and sent to ScanTools Plus software in ASCII format. Transmitting ASCII data is faster than transmitting an image. This option is faster than OMR from Image when Enable Image = No Image or Top Only in the Application Settings dialog. This is an option for the OpScan iNSIGHT 2/4 scanner with imaging. online edit correction A scanning option that lets you correct failing document records while the scanner is scanning the forms. This requires that an edit profile be selected at scanning time. ScanTools Plus does not display an image clip during online edit correction. output field The part of a document record that contains a discrete data item.
D-8
Glossary
output format A collection of output fields and associated grids for a document. An output format is required for each document; it is defined and selected in a document in the application. The output format provides a way to define individual output fields, order them in the sequence you need, and associate them with grids. path A path specifies a file's logical location on disk. It consists of the disk drive designation, one or more directory names, the file name, and the file extension. Its format is: \Parentdirectory\subdirectory\filename.ext. phantom clips For image scanners only. Phantom clips are empty image clips taken to provide targeting for post-scan editing. Phantom clipping is used extensively to provide cueing for the data editor. Every response row/column in every clipped grid and every resolved character in every ICR/OCR graybox is represented by a phantom clip. If desired, phantom clipping can be disabled from the Advanced Configuration dialog box. preslug Pre-printing of responses in OMR grids, often in black ink, so they can be read by the scanner. This is typically done on the form before it is given to the respondent. In a ScanTools Plus application, preslug resolution is an output field attribute that compensates for light pre-slugged marks on a grid. In a ScanTools Plus edit profile, preslug is a completeness checking type that compensates for light pre-slugged marks. Preslug resolution and preslug completeness edit cannot be used for grid types: Binary, Binary with Parity, Binary Coded Decimal (BCD) or Litho-code. PrintFlex An optional NCS DesignExpert software module that, with a PostScript laser printer, enables you to print OMR forms on plain paper. These forms can be scanned with ScanTools Plus with the optional ScanFlex module and a Pearson OpScan iNSIGHT 70/150, 5000i, or OpScan iNSIGHT 2/4 (with Imaging) scanner. RealTime Character Recognition An optional ScanTools Plus module that, with a Pearson OpScan iNSIGHT 70/150, 5000i, or OpScan iNSIGHT 2/4 (with Imaging) scanner, enables you to scan and recognize machine printed and hand printed text. record A record is a collection of fields that contain related information and are treated as a unit for data processing purposes. For example, a record might contain the fields Name, Age, Occupation, and Address where the information in these fields applies to the same person.
D-9
Glossary
record format A record format specifies how fields and character constants are arranged as part of a record. response position A response position is a circle or oval that can be marked (filled-in) on a form to represent information. A response position is sometimes called a bubble. response position string The set of response positions on a form that are used to represent a single character. Usually no more than one response position in a string may be marked. run number The run number is a user-specified number that identifies a set of documents that are scanned together in the same scanning run. ScanFlex An optional ScanTools Plus module that, with a Pearson OpScan iNSIGHT 70/150, 5000i, or OpScan iNSIGHT 2/4 (with Imaging) scanner, enables you to scan OMR forms manufactured using a wide variety of printing technologies, and printed on plain paper. ScanFlex Alignment Guide A clear plastic tool that enables you to test your OMR forms to verify that they can be processed with ScanTools Plus with ScanFlex software. The ScanFlex Alignment Guide is provided with both ScanTools Plus with ScanFlex and NCS DesignExpert with PrintFlex software products. scanner mark threshold See mark threshold. score profile A set of rules used by ScanTools Plus software to score the data collected during scanning, or later when scoring is performed on a data file. sheet A single piece of paper on which data has been entered (can be one side or both sides). Documents can be composed of more than one sheet. sheet thickness Scanners support forms which vary in thickness (measured by weight and thousandths of an inch). Knowing the thickness of the form is important when adjusting the scanner's feed mechanism. A feed mechanism that is not set correctly may result in either double-sheet picking or slippage. Adjusting sheet thickness to the correct setting is scanner dependent.
D-10
Glossary
In ScanTools Plus applications, you can define the expected thickness of each sheet in a document.
Note: The EZData scanner does not support sheet thickness checking.
sticky field An output field attribute that causes the content of the field to be written to all subsequent document records (it sticks in the field) until replaced by another document record using this field. This enables you to mark output records in batches of documents. subtest A grouping of questions on a test. Groupings are typically organized by the subject, theme, or learning objective the group is being used to test. summation field An output field attribute where the data from a grid is created by summing the numerical values of all marked responses. Each response is translated to a numerical value (character string) defined in a translate table. Two or more response positions can be marked, allowing numerical values to be entered with a minimum of response positions. The grid for a summation field must be a single column or a single row. tally field An output field attribute that causes ScanTools to collect information about the mark quality of the grid corresponding to this field. Data from this and other tally fields are used by ScanTools to calculate a Worst Mark Intensity Factor (WMIF) and Invalid Response Count (IRC) for the document. These figures are written in the NCS Header of the document record. test A form used to mark choices from among alternative answers to test questions. A test typically consists of several questions, which require responses from the test taker by marking or filling in small circles (bubbles, ovals, or rectangles) representative of the response of their choice for each question. thresholding Determining the proper point for converting grayscale images to black and white in order to get the optimum bitone images. This can be done by either manual adjustment or automatic means. The Dynamic Threshold feature, also known as HAPI (Histogrammic Adjustment Per Image), allows the image scanner and ScanTools software to provide automated thresholding that will cover a wide variety of forms without requiring human intervention to gain the optimum thresholding point. For image scanners only.
D-11
Glossary
timing track (timing marks) A row of black rectangles along the edge of a form that enable the scanner to locate response positions. translate Each position in a response grid is translated to one or more characters defined in a translate table in the ScanTools Plus application. The following are system translate tables provided in every ScanTools Plus application:
Alphabetic, no space Alphanumeric Numeric One-digit response Two-digit response
By design, every translate table name is displayed as a Type in the OMR tool in all documents within the application. Using the translate tool, you can create your own custom translate tables in addition to the ones provided by ScanTools Plus software. You can also import translate tables from a different application into the currently open application. transport printer A hardware option on some scanners that enables data to be printed on a form while it is being scanned. UNC Universal Naming Convention or Uniform Naming Convention. A UNC path name is one that starts with \\server name rather than with a mapped drive letter. UNC paths specify the name of a particular computer and a particular directory or resource to be accessed. The name of the computer is prefaced with two backslashes, while the directory or resource is prefaced with one. For example, \\SERVER1\VOL1. For iNAME image archiving and iNAME Merge, write privileges to the root of the UNC path are required if UNC directory paths are specified in the iNAME configuration. Either the application user running the iNAME operation must have these write privileges or power user privileges must be included in the iNAME configuration. See online help.
D-12
Index
A
action bar, ScanTools Plus window 4-2 alphabetic (no space), OMR grid type 3-8 alphanumeric, OMR grid type 3-8 application disk, making 3-17 application options 3-10 archiving image clips 8-1 automatically edit a data file 5-7 converting an existing data file 7-8 creating a conversion profile 7-7 modifying a conversion profile 7-7 output formats for converted files 7-2 overview 7-1 post-scan converting 7-8 creating an application application options 3-16 application settings 3-12 create a document 3-13 create an output format 3-14 custom application development/service A-22,
B-18
B
Bar Code Tool 3-6 BCD (binary coded decimal), OMR grid type 3-8 bias bar (EZData only) 3-4 binary (scoring), OMR grid type 3-9 binary with parity, OMR grid type 3-9 binary, OMR grid type 3-8 binary-coded decimal, OMR grid type 3-8 booklet 3-3
C
change edit profile values 5-5 Clip Attributes 3-6 clip images of failed fields 5-3 Clip Region 3-4 communications errors 4-5 configuration settings scanner 2-16 setting directories (paths) 2-20 configuring the context file bar 4-3 scanning options 4-4 confirmations, application option 3-10 conversion profile change parameter values 7-7 create 7-7 create a copy 7-7 modify 7-7 output formats 7-2 overview 7-2 window 7-6 converting data changing parameter values 7-7 conversion profile 7-2 conversion profile window 7-6
defining grids and associate with fields 3-15 deleting an application 3-20 document definition 3-3 import a document 3-13 installing an application 3-19 making an application disk 3-17 options 3-10 output format definition 3-5 overview 3-1 parts of an application defined 3-3 saving the application 3-16 select an output format 3-14 start application definition 3-11 tools used to create grids 3-6 Customer Support 1-7
D
Data editing 5-2 data file format defined C-1 define grids 3-15 deleting an application 3-20 Delimited ASCII (.DLM, .TXT, or .CSV), output formats for converted data 7-3 DesignExpert, importing 3-13 document definition 3-3 DOSSIER (.DSA or .DSE), output formats for converted data 7-4
E
edit correction 4-7
Index-1
edit corrections 4-6 edit profile changing edit profile values 5-5 creating a copy 5-5 creating a new edit profile 5-5 modify an existing edit profile 5-4 editing a specific document record 5-10 editing data creating a new edit profile 5-5 edit profile 5-2 making corrections 5-8 manually editing data files 5-10 modifying an existing edit profile 5-4 overview 5-1 post-scan editing 5-6 error, scanner 4-5
F
features of a form (sheet) 3-4 file bar, ScanTools Plus window 4-2 Fixed Length Records (.SDF), output formats for converted data 7-3 flag failed records 5-3 form ID matching, application option 3-10 form IDs 3-4 form, features 3-4 formula scoring 6-5
image clips 8-1 Image Clips for Grids, Bar Codes, and Grayboxes 3-7 importing a document 3-13 iNAME Configuration, application option 3-10 iNAME Image Archiving 8-3 iNAME Merge application definition 8-5 installing an application 3-19 installing ScanTools for the first time 1-11 installing ScanTools Plus auto-start issues 2-2 customer information 2-5 destination folder issues 2-8 license key entering 2-2 prerequisites 2-1 procedure 2-2 registration card, locating 2-5 software component selection 2-6
K
Key From Image (KFI) 3-7
L
leading edge 3-4 Literal Tool 3-7 Litho-code, OMR grid type 3-9
G
glossary D-1 Graybox ICR/OCR Tool 3-6 grid types, OMR alphabetic, no space 3-8 alphanumeric 3-8 binary 3-8 binary (scoring) 3-9 binary with parity 3-9 binary-coded decimal 3-8 Litho-code 3-9 numeric 3-9 one-digit response 3-9 translate 3-9 two-digit response 3-9 guide edge 3-4
M
making an application disk 3-17 making corrections 5-8 Manual Editing 5-2 menu bar, ScanTools Plus window 4-2 Merge 8-5 migrating applications from earlier versions of ScanTools 1-13 migrating from ScanTools (16-bit Windows) 1-15 ScanTools II 1-14 ScanTools II, DOS environment 1-15 modify an existing application 3-11 modify an existing edit profile 5-4 moving between records 5-9
N
NCS DesignExpert, importing 3-13 numeric, OMR grid type 3-9
H
help, calling for customer support 1-7
I
IBM 3881 (.ASC or .EBC), output formats for converted data 7-5
O
OMR grid types 3-8 OMR Tool 3-6 one-digit response, OMR grid type 3-9
Index-2
Online Edit 5-2 Online Edit Correction 5-2 online help, using 1-9 online registration 1-8 Optical Mark Recognition (OMR) forms 1-1 output format definition 3-5 output format, application 3-14
P
parts of an application 3-3 Post-scan Editing 5-2 post-scan editing, user exits 10-1 post-scan scoring 6-6 print a message about failed fields 5-3
migrating earlier applications 1-13 modifying an application 3-1 online Help 1-9 registration 1-8 support 1-6 system requirements 1-2 uninstall (removal) 2-13 upgrading from earlier versions of ScanTools
1-11
R
read controls, application option 3-10 RealTime Character Recognition 1-1, 2-1, 2-13,
3-4, 3-6, 3-17
registering the software 1-8 registration card, locating 2-5 reject failed records 5-3 removing ScanTools Plus software 2-13 response positions 3-4
S
ScanFlex 3-12 scanner operator panel menus D-1 recalibration A-1, B-1 reconfiguring C-1 scanner configuration 2-16 scanning documents configuring the context 4-3 edit correction 4-7 edit errors 4-6 overview 4-1 procedure 4-4 scanner errors 4-5 ScanTools Plus window 4-2 scanning, user exits 10-1 ScanTools Plus calling for help 1-7 capabilities 1-6 configuration 2-15 converting data 7-1 creating an application 3-1 data file format C-1 FAQs 1-8 glossary D-1 installation 2-1
score profile create 6-4 create a copy 6-5 defined 6-2 modify 6-4 window 6-3 scoring an existing data file 6-6 scoring data changing parameter values 6-6 creating a score profile 6-4 modifying a score profile 6-4 overview 6-1 post-scan scoring 6-6 score profile 6-2 score profile window 6-3 select the failing sheet 5-3 selecting a data file 5-10 selecting edit options 5-6 sequence, application option 3-10 sheet jam 4-5 SPSS for Windows (.SPS and .DA1), output formats for converted data 7-3 start application definition 3-11 starting the edit cycle 5-7 stop the scanner on a failing field 5-3 support, Web site 1-8 supported scanners 1-6 systems requirements overview 1-2
T
timing marks 3-4 training services A-22, B-18 Translate Table Tool 3-7 translate, OMR grid type 3-9 tutorial create the application B-3 create the document A-2, B-2 create the output format A-2, B-2 defining archive information A-22 defining fields and grids A-4, B-3 defining image clips A-3
Index-3
defining the "part 1" and "part 2" grids A-18 defining the birth date grid A-8, B-5 defining the comments grid A-20 defining the first digit of the day grid A-10, B-7 defining the first digit of the year grid A-12, B-9 defining the gender grid A-14, B-11 defining the grade grid A-16, B-12 defining the ID number of the grid A-13, B-10 defining the items grids B-14 defining the last three digits of the year grid defining the month grid A-9, B-6 defining the name grid A-4, B-3 defining the score field A-21 defining the second digit of the day grid A-11, getting started A-1, B-2 prerequisites A-1, B-1 save the application A-2 two-digit response, OMR grid type 3-9
B-8 A-12, B-9
U
uninstalling ScanTools Plus software 2-13 unreadable form IDs 4-5 upgrading from earlier versions of ScanTools 1-11 User Exits defined 10-1 development service 10-2 migration 1-17 overview 1-5
W
Web site support 1-8 window, ScanTools Plus 4-2
Y
Y2K Compliant (.Y2K), output formats for converted data 7-5
Index-4
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ScanTools Plus v6.4 2006 User&#39;s Guide

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ScanTools Plus Users Guide

Publication Number 203 583 075

5601 Green Valley Drive Bloomington, MN 55437

Upgrading/Migrating Applications from Earlier Versions of ScanTools Software

Registering the Software

Using Online Help

Calling for Help

ScanTools Plus Users Guide

Chapter 2 Installation and Configuration

Chapter 3 Modify/Create an Application

Chapter 4 How to Scan Documents

Chapter 5 Editing Data

ScanTools Plus Users Guide

Chapter 6 Scoring Data

Chapter 7 Converting Data

Chapter 8 Archiving Images

8-5 8-6 8-7 8-7 8-8

Chapter 9 ScanFlex Option

Chapter 10 User Exits

Appendix A Tutorial: Creating an Application for an Image Scanner

ScanTools Plus Users Guide

Appendix B Tutorial: Creating an Application for an OMR Scanner

Appendix C Data File Format Appendix D Glossary

ScanTools Plus Users Guide

ScanTools Plus Users Guide

OpScan iNSIGHT 2 (OMR Only) OpScan iNSIGHT 4 (OMR Only)

Table 1-1 System Requirements

OpScan 10 OpScan 15 OpScan 21

ScanTools Plus Users Guide

Terminal Server/Citrix environment is supported for these scanners:

ScanTools Plus Users Guide

Calling for Help

About ScanTools Plus dialog in the Help menu.

Support Web Site

Registering the Software

How to Register Online

2. Select Support on the Internet from the Help menu.

ScanTools Plus Users Guide

Using Online Help

ScanTools Plus Users Guide

Upgrading from Earlier Versions of ScanTools Software

Upgrading from ScanTools Plus Software

Upgrading from an Earlier Version of ScanTools Software

applications, profiles, data files, and clip files.

ScanTools Plus Software in Chapter 2. in Chapter 2.

Migrating Applications from Earlier Versions of ScanTools Software in this chapter.

Option 2: Keep the Installation of the Earlier Version of ScanTools Software

applications, profiles, data files, and clip files.

4. Migrate your applications, as needed, to ScanTools Plus. Refer to Migrating

Applications from Earlier Versions of ScanTools Software in this chapter.

ScanTools Plus Users Guide

Migrating Applications from Earlier Versions of ScanTools Software

Copy Application Files for Migration

Migrating from Earlier Versions of ScanTools Plus

Migrating from Image ScanTools

Migrating from ScanTools II

ScanTools Plus Users Guide

Migrating from ScanTools (16-bit, Windows 3.x or later environment)

Migrating from ScanTools - DOS environment

iNAME Image Archiving

Image Enable Disable Utility Migration

RealTime OCR Migration

ScanTools Plus Users Guide

ScanTools Plus v6.4 2006 User's Guide

ScanTools Plus v6.4 2006 User's Guide