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5 Edit the copied folder class from the Folder Class Properties window.
Copying a Folder Class to a Batch Class
1 On the Batch class tree view tab or the Folder class tree view tab, select an existing folder
class.
2 On the Home tab, in the Clipboard group, click Copy.
3 On the Batch class tree view tab, select the batch class to which you want to copy the
folder class.
4 On the Home tab, in the Clipboard group, click the arrow under Paste and then click
Paste.
A copy of the folder class is created with a unique name, such as Name1, Name2, and
Name3. The copied folder class is associated with the selected batch class.
5
Edit the copied folder class from the Folder Class Properties window.
Note If you perform a copy and paste on a previously copied folder class such as Name2, the
new folder class is created with a unique name such as Name21, Name22, and Name23.
Creating a Folder Class
You create folder classes (which can be used for auto-foldering) with the Create Folder class
window in the Administration module.
1
On the Insert tab, in the Create New Items group, click the arrow under Folder Class, and
then click New Folder Class.
2
On the Create Folder Class window - General tab, enter the name for the folder class.
You can enter up to 32 characters, including spaces. (Leading and trailing spaces are
removed.) The name, which must be unique, is not case-sensitive.
3
Enter a description for the folder class.
You can enter up to 80 characters.
The description appears whenever folder class properties are displayed.
4
Define the index fields to be associated with the folder class:
a
Click the New Index Field button.
Default information for a new index field is appended to the list of index fields in the
Index Fields table. You can edit any of the default values as necessary.
b
Change the name for your index field.
You can enter up to 32 characters, including spaces. (Leading and trailing spaces are
removed.) The name, which must be unique, is not case-sensitive.
By default, index field names are added in the form Namen (where n is a value from
0 to the maximum number of index fields). Since the name of the index field appears
(unless you specify a display label) during validation and verification, select names
that are meaningful to your validation and verification operators.
c Select a field type for your index field from the Field Type drop-down list. To define
new field types, click the New Field Type button.
d Specify a default value. You can enter a value, or select from the list of Kofax Values.
If specified, the default value is displayed as data in the index field during validation.
The validation or verification operators are able to enter a different value.
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e Select True or False in the Required column.
If you select True, the index field is required to contain a value during validation. The
validation and verification operators are not allowed to close the batch until a value is
entered for this field.
f Select True or False in the Verify column.
If you select True, the index field must be verified in the Verification module after
being processed in the Validation module.
g Select True or False in the Hidden column.
If you select True, the index field is not shown to the validation or verification
operators. This might be useful for certain types of processing. For example, you
might want to collect values during validation, and compare them by using a
validation script. The results can then be assigned to a non-hidden index field. Or, you
might want to set values in a script that you do not want the validation or verification
operators to change.
h Select True or False in the Sticky column.
If you select True, the value of this index field for one folder is carried over to the
next folder. The validation or verification operator can override the value in the
subsequent folder if necessary.
If you specify “Sticky” and a default value, the default value is used and the “Sticky”
attribute is ignored.
5 Click Apply to save your settings without closing the window.
6 Click OK to save your settings and close the window.
Deleting a Folder Class
1
On the Folder class tree view tab, select the folder class to delete.
2
On the Home tab, in the Editing group, click the arrow next to Delete and then click
Delete.
Editing a Folder Class
1 On the Folder class tree view tab, select the folder class to edit.
2 On the Home tab, in the Editing group, click Properties.
The Folder Class Properties window appears.
3
On the Folder Class Properties window, edit the properties.
4
Click Apply to save your settings without closing the window.
5
Click OK to save your settings and close the window.
You must publish your batch class before your changes are applied to batches. Your changes
cannot be applied to batches created before the new publication date.
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Renaming a Folder Class
You can rename a folder class on the Batch class tree view tab, the Folder class tree view
tab, or the Folder Class Properties window. When renaming a folder class, be aware of the
following:
▪ New folder class names go into effect when you republish the batch class associated with
them.
▪ After you rename a folder class, any existing batches created under the original folder class
name retain their references to the original name.
▪ Duplicate folder class names are not allowed.
▪ If a renamed folder class uses an export connector referring to the folder class name, you
must update each folder class name reference in the connector settings.
Renaming a Folder Class on the Batch/Folder Class Tree View Tabs
1
On the Batch class tree view tab or the Folder class tree view tab, select a folder class.
2
On the Home tab, in the Editing group, click Rename.
3
Type the new name.
4
Press Enter to save the new folder class name.
Renaming a Folder Class on the Folder Class Properties Window
1 On the Batch class tree view tab or the Folder class tree view tab, select a folder class.
2 On the Home tab, in the Editing group, click Properties.
The Folder Class Properties window appears.
3
Update the Description field.
4
On the Folder Class Properties window, click in the Name field and replace the existing
name with a new name.
5
Click Apply to save the new folder class name without closing the window.
6
Click OK to save the new folder class name and close the window.
Image and Recognition Profiles
Profiles are a sets of saved settings that can be used to speed up the creation of batch classes
and other definitions. Kofax Capture supports several types of profiles.
Image Cleanup Profiles
An image cleanup profile is a preset combination of settings for cleaning up images.
You specify an image cleanup profile at the form type level and anywhere you specify a
recognition profile.
Image cleanup profiles provide an efficient and convenient way to specify image cleanup
settings for a process. Each profile specifies one or more image cleanup features, along with
all their related settings. You can define a pool of image cleanup profiles, and then select from
this pool whenever you are setting up a process that uses the image cleanup features.
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Kofax Capture supports a set of Kofax-defined image cleanup profiles, which combine default
settings for the most common processing tasks. You can also define, name, and test (using
QuickZones) your own custom profiles.
Note Color images use a separate image cleanup profile that is optimized for color files. See
Color Documents
for more information.
Image Compression Profiles
An image compression profile is a preset combination of settings for compressing images.
You specify an image compression profile at the document type level and anywhere you
specify a recognition profile.
Image compression profiles provide an efficient and convenient way to specify image
compression settings for a process. Each profile specifies one or more image compression
features, along with all their related settings. You can define a pool of image compression
profiles, and then select from this pool whenever you are setting up a process that uses the
image compression features.
Kofax Capture supports two Kofax-defined image compression profiles: Kofax PDF and
None. Kofax PDF provides the default settings for PDF compression; None disables PDF
compression.
Recognition Profiles
A recognition profile is a preset combination of settings for automatically recognizing and
capturing data. You can specify a recognition profile whenever you define the following types
of processing:
▪ Bar code recognition
▪ Patch code recognition
▪ Form identification
▪ OCR Full Text processing
▪ Zone processing
Recognition profiles provide an efficient and convenient way to specify recognition settings.
Each profile combines a recognition engine (such as bar code recognition, zonal OCR, and
others), all associated recognition settings, and an optional image cleanup profile. You can
define a number of recognition profiles, and then select from this pool whenever you set up
an automatic recognition process.
Kofax Capture ships with a set of Kofax-defined recognition profiles, which combine default
settings for the most common types of automatic recognition. It also allows you to define,
name, and test (using QuickZones) your own custom profiles.
Selecting Recognition Profiles
A recognition profile specifies a recognition engine and its associated settings, along with an
optional image cleanup profile.
You can define recognition profiles that use the following recognition engines:
▪ Optical Character Recognition (OCR): Recognizes machine printed characters and
translates them into computer-readable data.
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▪ Kofax PDF Generation: Recognizes machine-printed characters and converts them into
PDF files.
▪ Intelligent Character Recognition (ICR): Recognizes handwritten alphabetic and numeric
data and translates it into computer-readable data.
▪ Optical Mark Recognition (OMR): Recognizes pencil or pen marks in specific document
positions and translates the marks into computer-readable data.
▪ Shape recognition: Identifies shapes based on their geometric characteristics, and translates
the shapes into numeric data.
▪ Bar code recognition: Reads bar codes and translates them into ASCII values. Bar code
recognition is a reliable method for capturing data field information, separating documents
in a batch, or identifying forms.
▪ Patch code recognition: Recognizes a patch code on a page and uses it to separate
documents.
▪ Page recognition: Identifies forms based on their physical characteristics. You scan or
import a sample page, which Kofax Capture “learns.” Then, whenever you scan that same
type of form, Kofax Capture can recognize the form and automatically identify it.
Recognition Engines
Kofax Capture supports the following recognition engines:
▪ Bar code
▪ Form identification
▪ ICR
▪ OCR Zonal and OCR High Performance
▪ OCR Full Text
▪ OMR
▪ Patch Code
Font Samples
The following samples show the specialized fonts supported by certain Kofax Capture
recognition engines. Note that these are samples only, and do not represent the full set of
supported characters for each font.
Figure 2-35. Farrington 7B
Farrington 7B is used by the Kofax High Performance recognition engine.
Figure 2-36. OCR-A
OCR-A is used by the Kofax High Performance recognition engine.
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Figure 2-37. CMC7
CMC7 is used by the Kofax High Performance and the Kofax Advanced OCR recognition
engine.
Figure 2-38. OCR-B
OCR-B is used by the Kofax High Performance recognition engine.
Figure 2-39. E13B
E13B is used by the Kofax High Performance and the Kofax Advanced OCR recognition
engine.
Using the Kofax Advanced OCR Zonal Engine
On some forms, you may need to process OCR characters in an index zone. The Advanced
OCR Zonal engine may yield better results than the other zonal OCR engines when the zones
contain lengthy strings of text (instead of a single number or name).
You can select the Advanced OCR Zonal engine for the following zone types:
▪ Index Zone
▪ Separator Zone
▪ Form ID Zone
The Advanced OCR Zonal engine cannot be used with registration zones.
The following procedure assumes that your document and batch classes already exist. If not,
you can make these selections while creating new classes.
1 Open the Batch Class Properties window.
a Click the Queue tab.
b Add the Recognition module and other required modules.
c Click OK.
2 On a sample form, draw an index zone around the text.
3 Configure the zone to use Kofax Advanced OCR Zonal.
a Select the zone.
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b Right-click and select Properties.
c Select the Kofax Advanced OCR Zonal engine from the profiles list.
d Click Edit and make adjustments to the settings. Note that this requires saving the
profile under a new name.
e Click Test to verify the accuracy of your results based on the sample page.
4 Publish the batch class.
Color Support
Kofax Capture offers full data capture capability for color images. You can scan in a
document and save it as a color image file.
As it processes the documents in a batch, Kofax Capture keeps watch for color images. When
one is discovered, the image is first deskewed. Next a bitonal (black and white) copy is
created. The bitonal image is processed by Kofax Capture as if it were originally scanned in
black and white. The following graphic shows a portion of a document after the color has
been removed.
Figure 2-40. Converting a Color Document into Black and White
Color images offer less contrast and contain more information than bitonal images. Color
file sizes can be larger than an identical black and white image; up to 24 to 32 times larger.
It takes proportionally more time to process color images. Everything from a simple deskew
filter to complex edge detection could require more time and put an extra burden on your
workstations and networks.
Kofax Capture can overcome many of the drawbacks of working with color image files. It
intelligently manages this extra burden by converting the color image to a bitonal image the
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