i NSIGHTtm 20 Plus Operator s Guide

Transcription

1 insight tm 20 Plus Operator s Guide

2 insight tm 20 Plus Operator s Guide

3 For Users in the United States Copyright 2014 Scantron Corporation All rights reserved. Printed in the United States of America. This equipment complies with the requirements in part 15 of FCC Rules for a Class A computing device. Operation of the equipment in a residential area may cause unacceptable interference to radio and television reception requiring the operator to take whatever steps are necessary to correct the interference. For Users in Canada The digital apparatus does not exceed the Class A limit for radio noise emission from digital apparatus set in the Radio Interference Regulations of the Canadian Department of Communications. Le présent appareil numérique n émit pas de bruits radioélectriques dépassant les limites applicables aux appareils numériques de la classe A prescit dans le réglement sur le brouillage radioélectrique édicté par le Ministre des Communications du Canada. Trademarks insight, Prosper, ScanFlex, PrintFlex, Scantron DesignExpert, ScanTools, Scantron, and the logo are trademarks in the U.S. and/or other countries, of Scantron Corporation or its affiliate(s). NestorReader is a trademark of Nestor, Inc. Remark Classic OMR is a registered trademark of Gravic, Inc. Liquid Paper is a registered trademark of Sanford, a division of Newell Rubbermaid. Tipp-Ex and Wite-Out are registered trademarks of the BIC Group and BIC USA, Inc. respectively. PostScript is a registered trademark of Adobe Systems, Inc. Microsoft, Windows, and.net, are trademarks or registered trademarks of Microsoft Corporation in the United States and other countries.

4 P Preface About This Manual This Operator's Guide is your guide for day to day use of your scanner. It provides the information you need to handle basic tasks related to scanner operation and simple maintenance. For information on data collection and document imaging tasks, consult the Elements of Data Collection. Document Organization This manual is organized as follows: Chapter 1, insight 20 Plus Dual Purpose Scanner, provides an overview of the insight 20 Plus scanner s features as well as safety and environmental information. Chapter 2, Scanner Basics, describes the basics of using your scanner. Chapter 3, Installation, describes how to install your scanner. Chapter 4, Document Imaging Basics, describes how to some of the features of Click&Scan. Chapter 5, Maintenance, describes routine cleaning as well as how to replace parts that may wear out with use. Operator s Guide i

5 Chapter : Preface Chapter 6, Troubleshooting, describes how to go about correcting issues preventing your scanner from operating properly. Chapter 7, Product Support and Services, describes how to get help on the Web, how to contact Scantron customer support, as well as how to order supplies and forms. Related Documentation This manual is part of a documentation set for the insight 20 Plus scanner. The documentation set provides information on packaging, installation, setup, operation, and configuration for users and system administrators. The documentation set consists of the following: What s in This Box for the insight 20 Plus Scanner (Publication Number xxx*) Quick Start for the insight 20 Plus Scanner (Publication Number xxx*) Quick Tips for the insight 20 Plus Scanner (Publication Number xxx*) Scantron insight 20 Plus Scanner Operator s Guide (Publication Number xxx*) Scantron Scanners Elements of Data Collection (Publication Number xxx*) ScanTools Plus Installation Guide** (Publication Number xxx*) ScanTools Plus Help System** (This documentation is included with the ScanTools software and contains comprehensive information to help you with software and hardware issues.) * Where xxx indicates the current revision number. ** This documentation is included only if your scanner came bundled with ScanTools Plus data collection software. ii Scantron i NSIGHT 20 Plus Scanner

6 T Table of Contents Preface i Chapter 1: insight 20 Plus Dual Purpose Scanner 1 Scanner Hardware Features Data Collection Features Document Imaging Features System Requirements Safety Information Material Safety Data Sheets (MSDS) Warning Labels Operator s Guide iii

7 User Precautions Environmental Information Waste Electrical and Electronic Equipment (WEEE) EMC Statements Acoustic Emission Power System Connection Chapter 2: Scanner Basics 17 Scanner Components Front View Inside View Back View Locking the Scanner Turning the Scanner On Scanner Positions Tilting the Scanner Body Adjusting the Output Tray Position for Scanning Extending the Output Tray Adjusting the Input Tray Side Guides Starting and Stopping the Scanner iv Scantron i NSIGHT 20 Plus Scanner

8 Document Preparation Data Collection Document Imaging Scanning Your Documents Automatic Feeding Single Feeding Indicator Light Lamps Default Lamp Shut Off Period Software Lamp Warm Up and Shut Off Periods Clearing Document Jams Chapter 3: Installation 43 Registering Your Scanner Product Support and Services Selecting a Good Location Attaching the Input Tray Installing the insight Scanner Utilities Software Connecting the Power Cord to the Scanner Connecting the USB Cable Finalizing the insight Scanner Utilities Software Installation Getting Ready to Scan Step 1: Calibrating Your insight 20 Plus Step 2: Running the Document Imaging Test Step 3: Installing ScanTools Plus Software Step 4: Configuring the Scanner Operator s Guide v

9 Step 5: Running the Data Collection Test Installation Complete Handling the Recalibrate the scanner Message Uninstalling insight Scanner Utilities Software Uninstalling ScanTools Plus Software Updating the insight Scanner Utilities Software Chapter 4: Document Imaging Basics 77 Main Software Interfaces Click&Scan Click&Scan Functionality Configuration Dialog Box Using Function Numbers Click&Scan Edit Window The Main Scanner Window Opening the Main Scanner Window Creating Color/Grayscale or Black and White Images Based on the Content of Your Documents Creating Multiple Images for Each Side of a Document Creating Different Settings for Each Side of a Document Chapter 5: Maintenance 101 Maintenance Schedule Supplies and Consumables vi Scantron i NSIGHT 20 Plus Scanner

10 Opening and Closing the Scanner Cover Running a Transport Cleaning Sheet Cleaning the Rollers and Transport Cleaning the Separation Module Cleaning the Feed Module Cleaning the Imaging Guides Cleaning the UDDS Sensor Removing and Replacing the Separation Module Replacing the Separation Module Tires Replacing the Pre-Separation Pad Adjusting the Pre-Separation Roller Tension Removing and Replacing the Feed Module Replacing the Feed Module Tires Chapter 6: Troubleshooting 135 LED Codes Indicator Light and Function Window Lamps Operator s Guide vii

11 Clearing Document Jams Troubleshooting Chart Chapter 7: Product Support and Services 145 Registering Your Product Online Registration Printed Documentation The Help System Training Internet Resources Ordering Supplies Ordering Forms and Print Services Standard Forms Custom Form Design and Other Services Requesting Support Before calling: Services Appendix A: Color Options for Data Collection Forms 157 Ink Form Color Options (1 Color) viii Scantron i NSIGHT 20 Plus Scanner

12 Pencil Form Color Options (1 Color) Pencil Form Color Combinations (2 Color) Pencil Form Color Combinations (3 Color) Index 167 Operator s Guide ix

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14 In this chapter: Scanner Hardware Features page 3 Data Collection Features page 4 Document Imaging Features page 5 System Requirements page 6 Safety Information page 7 Material Safety Data Sheets (MSDS) page 8 Warning Labels page 9 User Precautions page 10 Environmental Information page 11 EMC Statements page 12 Acoustic Emission page 14 Power System Connection page 15 1 Chapter 1: insight 20 Plus Dual Purpose Scanner Congratulations on your purchase of the Scantron insight 20 Plus Scanner. This scanner represents the latest in document handling and scanning technology. The insight 20 Plus scanner can perform both data collection and document imaging tasks. The following two sections describe the differences between these tasks. Data Collection Data collection is the process of reading marks from printed forms (e.g. surveys, tests, ballots, etc.) and converting them to ASCII data. The insight 20 Plus scanner precisely scans the sheets for data while your data collection software (for example, ScanTools Plus) controls the scanning process and stores the data that is read. The Operator s Guide 1

15 Chapter 1: insight 20 Plus Dual Purpose Scanner scanner and software work together to read up to 1950 sheets per hour in data collection mode. The types of data that can be read include written marks (bubbles, check marks, or tick marks) and software bar codes. The insight 20 Plus scanner with ScanTools Plus software can also scan grayscale images for digital storage. In addition, the insight 20 Plus can read machine print and handprint using RealTime Character Recognition software (available separately). Document Imaging Document imaging is the process of scanning and processing black & white, grayscale, or color images. A common use of document imaging is digitally storing documents such as student work, patient records, invoices, photographs, and more. The insight 20 Plus scanner can effectively transport sheets of multiple sizes and thicknesses in a single load. The images are scanned and then processed using the included Click&Scan software. Using Click&Scan software, you can select the format of the scanned image (black & white, grayscale, or color), the resolution, the file type of the stored image, and the destination of the resulting file. In document imaging mode, the insight 20 Plus scanner with Click&Scan software can scan up to 1950 two-sided, color, 200 and 300 dpi images per hour. 2 Scantron i NSIGHT 20 Plus Scanner

16 Scanner Hardware Features Chapter 1: insight 20 Plus Dual Purpose Scanner Scanner Hardware Features Lightweight and portable Small 28" x 13" x 10" (71 x 33 x 25 cm) operational and 9.7" x 13" x 6.3" (16.2 x 33 x 24.6 cm) storage footprints High speed USB 2.0 interface Ultrasonic multi-feed detection (multi-fed documents stopped on the bed) Dual cameras read front and back of sheet simultaneously Easy cleaning and maintenance User replaceable feed and separation modules Long life, cold cathode fluorescent lamps Automatic document feeder 40 sheet, 24 lb. bond (90 g/m 2 ) paper autofeed input/ output trays Scans from 9 lb. bond to 110 lb. index ( g/m 2 ) paper Up to 1950 sheets per hour throughput (in data collection and document imaging modes) Recommended daily volume of up to 2000 sheets per day ENERGY STAR compliant Weight: 12 lbs. (5.5 kg) Operator s Guide 3

17 Chapter 1: insight 20 Plus Dual Purpose Scanner Data Collection Features Data Collection Features ScanTools Plus data collection software comes bundled with some insight 20 Plus scanners. The following features apply when using ScanTools Plus software. If using other data collection software, consult its documentation for features and limitations. Image-based data collection Provides 8-bit, 256 grayscale levels, and 200 dpi images, 48-bit color capture bit depth, and 24-bit color output bit depth Handles all common spacings:.166, cell,.200 inline,.200 offset,.200 line read*, and.300 line read NOTE: Skew marks recommended (but optional) for.200 and.300 line read. Scans small documents such as ID cards, embossed cards and insurance cards (20 lb./75 g/m 2 ) Ink and pencil mark detection Capture, name, and archive single and multi-page image clips (TIFF, JPEG, RTF, BMP, PDF and searchable PDF) Software recognized bar code Scans lengths from 2.5 to 34 in. (6.4 to 83.4 cm) and widths from 3.5 to 8.5 in. (8.9 to 21.6 cm) Optional RealTime Character Recognition utilizing NestorReader TM software allows processing of machine and hand print data Ink and pencil form drop out color support (see Appendix A for a comprehensive list) 4 Scantron i NSIGHT 20 Plus Scanner

18 Document Imaging Features Chapter 1: insight 20 Plus Dual Purpose Scanner Document Imaging Features TWAIN driver and Click&Scan document imaging software included Scans lengths from 2.5 to 34 in. (6.4 to 83.4 cm) and widths from 3.5 to 8.5 in. (8.9 to 21.6 cm) Optical resolution at 600 dpi Output resolutions from 75 to 1200 dpi Interactive brightness, contrast, and color adjustment Advanced software image processing including: automatically detect and straighten, ithresholding, ATP, auto orientation, background color smoothing, add or remove borders, auto color detect, and searchable PDF output Simultaneous black and white and color, or black and white and grayscale image output Save files in TIFF, JPEG, RTF, BMP, PDF and searchable PDF. Send documents to file, , printers, fax printers or desktop applications Operator s Guide 5

19 Chapter 1: insight 20 Plus Dual Purpose Scanner System Requirements System Requirements NOTE: The insight 20 Plus Scanner Utilities software supports only one scanner connected to the host computer at a time. For more information about system requirements for the insight 20 Plus scanner, go to 6 Scantron i NSIGHT 20 Plus Scanner

20 Safety Information Chapter 1: insight 20 Plus Dual Purpose Scanner Safety Information CAUTION: The scanner and power supply must only be used indoors in a dry location. When placing the scanner, make sure that the electrical power outlet is located within 5 feet (1.52 meters) of the scanner and is easily accessible. Use only the power supply that was provided with your Scantron insight 20 Plus scanner. Do not substitute another power supply model or another manufacturer s power supply. Operator s Guide 7

21 Chapter 1: insight 20 Plus Dual Purpose Scanner Material Safety Data Sheets (MSDS) Material Safety Data Sheets (MSDS) Material Safety Data Sheets (MSDS) for chemical products are available on the Scantron Support Web site at When accessing the MSDSs from the Web site, you will need the part number for the part or consumable. See Supplies and Consumables on page 105 of this guide for a list of consumables and their part numbers. 8 Scantron i NSIGHT 20 Plus Scanner

22 Warning Labels Chapter 1: insight 20 Plus Dual Purpose Scanner Warning Labels CAUTION: Moving parts, avoid contact. CAUTION: Hot surface, avoid contact. Operator s Guide 9

23 Chapter 1: insight 20 Plus Dual Purpose Scanner User Precautions User Precautions Users and their employer need to observe the common sense precautions applicable to the operation of any machinery. These include, but are not limited to, the following: Do not wear loose clothing or unbuttoned sleeves. Do not wear loose jewelry, bracelets, bulky rings, or long necklaces. Hair length should be kept short, using a hair net if needed, or tying long hair up in a bundle. Remove all loose objects from the area that could be drawn into the machine. Take sufficient breaks to maintain mental alertness. Do not use canned/compressed air for cleaning. Using compressed air could blow dust into difficult to clean areas. Use only the recommended cleaning supplies to prevent damage to scanner components. Supervisors should review their practices and make compliance with these precautions a part of the job description for operation of the scanner. 10 Scantron i NSIGHT 20 Plus Scanner

24 Environmental Information Chapter 1: insight 20 Plus Dual Purpose Scanner Environmental Information The Scantron insight 20 Plus scanner is designed to meet worldwide environmental requirements. Guidelines are available for the disposal of consumable items that are replaced during maintenance or service; follow local regulations or contact your local sales agent for more information. For disposal or recycling information, contact your local authorities or, in the U.S., visit the Electronics Industry Alliance Web site at The product packaging is recyclable (although it should be retained in case the scanner needs to be shipped for service). The Scantron insight 20 Plus Scanner is ENERGY STAR compliant and is shipped from the factory with the default shut off time set to 15 minutes. The scanner changes to low power mode after 15 minutes of inactivity. Waste Electrical and Electronic Equipment (WEEE) This symbol indicates that when the last user wishes to discard this product, it must be sent to appropriate facilities for recovery and recycling. Please contact your local sales agent for additional information on the collection and recovery programs available for this product. Operator s Guide 11

25 Chapter 1: insight 20 Plus Dual Purpose Scanner EMC Statements EMC Statements United States Korea This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures: Reorient or relocate the receiving antenna. Increase the separation between the equipment and receiver. Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. Consult the dealer or an experienced radio/tv technician for additional suggestions. Any changes or modifications not expressly approved by the party responsible for compliance could void the user s authority to operate the equipment. Where shielded interface cables have been provided with the product or specified additional components or accessories elsewhere defined to be used with the installation of the product, they must be used in order to ensure compliance with FCC regulation. As this equipment has obtained EMC registration for household use, it can be used in any area including residential areas. 12 Scantron i NSIGHT 20 Plus Scanner

26 Japan Chapter 1: insight 20 Plus Dual Purpose Scanner EMC Statements This is a Class B product based on the standard of the Voluntary Control Council for interference by information Technology Equipment (VCCI). If this is used near a radio or television receiver in a domestic environment, it may cause radio interference. Install and use the equipment according to the instruction manual. Operator s Guide 13

27 Chapter 1: insight 20 Plus Dual Purpose Scanner Acoustic Emission Acoustic Emission Machine Noise Information Ordinance 3, GSGV The operator-position noise emission value is <70 db(a). Maschinenlärminformationsverordnung 3, GSGV Der arbeitsplatzbezogene Emissionswert beträgt <70 db(a). 14 Scantron i NSIGHT 20 Plus Scanner

28 Power System Connection Chapter 1: insight 20 Plus Dual Purpose Scanner Power System Connection This product is also designed for Norwegian IT power system with phase-to-phase voltage 230V. Netzanschluß Connexion Aux Systèmes D alimentation Électrique Das Gerät ist auch für die Verwendung im norwegischen IT-Stromsystem mit einer Leiterspannung von 230 V geeignet. Ce produit est également conçu pour les systèmes norvégiens d alimentation électrique informatique, dont la tension par phase est de 230 V. Operator s Guide 15

29 Chapter 1: insight 20 Plus Dual Purpose Scanner Power System Connection NOTES 16 Scantron i NSIGHT 20 Plus Scanner

30 In this chapter: Scanner Components page 18 Locking the Scanner page 23 Turning the Scanner On page 24 Scanner Positions page 25 Tilting the Scanner Body page 27 Adjusting the Output Tray page 28 Adjusting the Input Tray Side Guides page 32 Starting and Stopping the Scanner page 33 Document Preparation page 34 Scanning Your Documents page 37 Indicator Light page 39 Lamps page 40 Clearing Document Jams page 41 2 Chapter 2: Scanner Basics This chapter covers basic information about your insight 20 Plus scanner that you should know before installing and using your scanner. The information covered in this chapter will familiarize you with the scanner so that you can successfully scan documents during setup and for production use. Operator s Guide 17

31 Chapter 2: Scanner Basics Scanner Components Scanner Components Front View Scanner Cover Provides access to the internal components of the scanner, such as the imaging area and the feed and separation modules. 2. Input Tray Holds up to 50 documents (24 lb./75 g/m 2 ) in place. 3. Side Guides Can be moved in and out to accommodate the size of the documents you are scanning. 4. Function Window Displays 0 through 9. These numbers correspond to a predefined function of your choice. An error number will be displayed if an error is encountered (indicated by a red LED indicator). 5. LED/Start button Illuminates or flashes indicating scanner status and launches the selected 18 Scantron i NSIGHT 20 Plus Scanner

32 Chapter 2: Scanner Basics Scanner Components application associated with the number displayed in the function window. Steady Green: Ready to scan. Flashing Green: Waiting/power saver mode/ scanning/busy. Steady Red: Scanner error (such as the scanner is not connected to the host computer or the scanner cover is open). 6. Up and Down Scroll buttons Allows you to select or scroll through predefined functions or applications by pressing the Up or Down scroll buttons. NOTE: The LED/Start Button, Scroll Button and Function Window are used with the Click&Scan functionality. 7. Output Tray Collects up to 80 scanned documents. When the scanner is placed in the vertical position the output tray slides underneath the scanner, making the scanner compact and easy to store. When the scanner is in use and tilted, the output tray can be pulled out and extended to accommodate documents up to cm (14 inches) in length. 8. End Stops Can be lifted up when scanning small documents for better document stacking. When the output tray is completely extended, another pair of end stops is located at the end of the output tray. Lift these end stops as necessary for better stacking of long documents. Operator s Guide 19

33 Chapter 2: Scanner Basics Scanner Components Inside View Scanner Cover Release Lever Opens the scanner to allow access to the paper path for cleaning or clearing a document jam. The scanner must be in the tilted position to open the scanner cover. 2. Gap Release Lever Allows you to manually adjust the space between the feed module and separation module for documents that require special handling (for example, documents that are torn). 3. Separation Module Release Lever Push the release lever to remove the separation module for cleaning or replacement. 4. UDDS Sensor Used to detect multi-feeds and document edges. 5. Imaging Guides The cameras take images of the documents through these glass guides. 20 Scantron i NSIGHT 20 Plus Scanner

34 Chapter 2: Scanner Basics Scanner Components 6. Feed Module Cover This cover needs to be removed when cleaning or replacing the feed module or feed module tires. 7. Paper Present Sensor Detects the presence of documents in the input tray. 8. Feed Module Assembly Provides smooth document feeding and separation of various sizes, thicknesses and textures of documents. 9. Background Strips These black background strips can be interchanged with the White Background Accessory, which can be used if you are scanning translucent or very thin documents to reduce black background bleed-through. Back View Operator s Guide 21

35 Chapter 2: Scanner Basics Scanner Components 1. Routing Channel Allows you to secure the USB cable and power cord to protect them when the scanner is moved. 2. USB Port Connects the scanner to the PC. 3. Power Port Connects the power cord to the scanner. 4. Power Switch Turns the scanner on and off 5. Security Lock Port Connects a security lock to the scanner. 22 Scantron i NSIGHT 20 Plus Scanner

36 Locking the Scanner Chapter 2: Scanner Basics Locking the Scanner A security lock port is available if you want to secure your scanner. You can purchase a standard security lock (as shown above) at an office supply store. 1. Insert the lock into the back of the scanner and turn the key to lock the scanner in place. 2. Use the looped end of the cable to secure the cable and scanner to a stationary place.. Operator s Guide 23

37 Chapter 2: Scanner Basics Turning the Scanner On Turning the Scanner On CAUTION: Do not turn the scanner on before performing the installation procedure covered in Chapter 3, Installation. Doing so may result in incorrect drivers being loaded. Press and release the switch on the back of the scanner to turn the scanner on. After you turn on the scanner, wait for it to complete the self-test. When the scanner is connected to the host PC and the self-test completes, the green indicator light will remain on and constant and the function window will display 1. If the scanner is not connected to the host PC and the self-test completes, the red indicator will be on and the function window will be blank. 24 Scantron i NSIGHT 20 Plus Scanner

38 Scanner Positions Chapter 2: Scanner Basics Scanner Positions The insight 20 Plus scanner is equipped with a tilt feature which allows the scanner to be tilted down for scanning and upright for storage. The following photos show the angles the scanner can be placed in. The scanner body tilts into a 25 or 90 degree angle. 25 degree position Use this position for scanning. Operator s Guide 25

39 Chapter 2: Scanner Basics Scanner Positions 90 degree position This position is best for storage. IMPORTANT: When using the tilt feature, be sure the scanner cover is closed. 26 Scantron i NSIGHT 20 Plus Scanner

40 Tilting the Scanner Body Chapter 2: Scanner Basics Tilting the Scanner Body Hold the scanner body on the sides and rotate the scanner body into the scanning position. Operator s Guide 27

41 Chapter 2: Scanner Basics Adjusting the Output Tray Adjusting the Output Tray The output tray can be extended to accommodate different sized sheets. Experiment with different positions to determine the one that best fits your needs. Position for Scanning When scanning for data collection or when scanning documents, the scanner should be in the 25 degree position as shown below. 28 Scantron i NSIGHT 20 Plus Scanner

42 Extending the Output Tray Chapter 2: Scanner Basics Adjusting the Output Tray The output tray extends to accommodate documents up to 14 inches (35.56 cm). To extend the output tray follow the steps below. Step 1: Pull out on the middle of the output tray to extend the tray for short documents. You can also flip up the short document end stop. Short Document End Stops Operator s Guide 29

43 Chapter 2: Scanner Basics Adjusting the Output Tray Step 2: Flip over the middle section of the tray extension for larger documents. Step 3: Flip the middle section of the next tray extension to accommodate documents up to 14 inches (35.56 cm). 30 Scantron i NSIGHT 20 Plus Scanner

44 Chapter 2: Scanner Basics Adjusting the Output Tray Step 4: Lift the end stops as necessary for better document stacking of long documents. Long Document End Stops Operator s Guide 31

45 Chapter 2: Scanner Basics Adjusting the Input Tray Side Guides Adjusting the Input Tray Side Guides The input tray side guides can be moved in or out to accommodate different document sizes. Adjust the side guides just slightly wider than the documents you are scanning. When the side guides have been adjusted to the correct width, you can lock the guides in place to keep the guides from shifting during scanning. Input Tray Side Guide Lock 32 Scantron i NSIGHT 20 Plus Scanner

46 Starting and Stopping the Scanner Chapter 2: Scanner Basics Starting and Stopping the Scanner Before you start scanning, make sure the scanner is on and ready for operation, which is indicated by the green indicator light being on and constant. Scanning is controlled by software developed for your application. To start and stop scanning, refer to the documentation provided with your application software. NOTE: Be sure that the documents in the input tray are centered in the tray and in the path of the paper present sensor. Operator s Guide 33

47 Chapter 2: Scanner Basics Document Preparation Document Preparation Data Collection General Guidelines Remove all staples and paper clips before scanning. Staples and paper clips on documents may damage the scanner and documents. If the forms were folded, we recommend unfolding them and laying them flat for 24 hours in a climate controlled (60º to 80º F or 16º to 27º C and 40-60% humidity) environment. Align the forms so that all sheets have the same orientation. Jog (align by tapping on a hard surface) the forms on the leading edge (form ID edge) and timing mark edge. Ensure that the forms are placed into the input tray with the front side down (because it is a bottom feed scanner). Also ensure that the timing marks are on the left side (both front and back) when you are facing the insight 20 Plus logo. Timing Marks 34 Scantron i NSIGHT 20 Plus Scanner

48 Chapter 2: Scanner Basics Document Preparation Paper Types: Precision forms printed by Scantron are recommended for best results. Self printed forms using Scantron DesignExpert TM with the PrintFlex TM option are also acceptable. Paper Weights: lb., (24-35 lb. bond), ( g/m 2 ) Minimum Document Size: 2.5" x 5.5" (6.4 x 14 cm) Maximum Document Size: 8.5" x 14" (21.6 x 35.6 cm) Damaged Documents Sheet repair is possible in many cases. A list of possible repairs follows: If a sheet is folded or crumpled, it can be flattened by placing a flat weight on it overnight. If a sheet has dark marks on it, you can erase them or use correction tape to cover them up. If using liquid correction fluid, be sure to allow it to dry thoroughly before scanning as otherwise it can get on the imaging guide and cause errors. If a sheet is torn you can use tape to repair it. Be sure to verify that the form is read correctly if taping over marks or the timing track. NOTE: Tape on a sheet may generate a multiple sheet error that will be displayed in the software. If you are unable to repair the damaged sheet, copy the marks from the damaged sheet onto a new one. NOTE: Protective sleeves cannot be scanned for data collection because of the effect the sleeve has on calibration. Document Imaging General Guidelines Remove all staples and paper clips before scanning. Staples and paper clips on documents may damage the scanner and documents. Documents should be in good condition. Operator s Guide 35

49 Chapter 2: Scanner Basics Document Preparation A batch of documents to be fed into the scanner for document imaging must be arranged so the leading edges of all documents are aligned and centered in the input tray; this allows the feeder to introduce documents into the scanner one at a time. Paper Types: The insight 20 Plus moves paper very well and will handle virtually any type of paper that is not abrasive or excessively stiff. NOTE: Chemically coated papers may cause more rapid wear/swelling of the tires. Paper Inks: All inks on the paper must be dry before scanning is started. This includes: standard offset printing, inkjet printer, thermal transfer, handwriting inks. Correction Fluids: Liquid Paper, Tipp-Ex, Witeout, and other similar correction fluids must be dry before scanning is started. If not fully dry, correction fluid can get on the imaging guides and cause errors. Paper Weights: 9 lb. bond to 110 lb. index (34 to 200 g/m 2 kg) Minimum Document Size: 2.5" x 2" (6.4 x 5.1 cm) Maximum Document Size: 8.5" x 34" (21.6 x 86.0 cm) Damaged Documents Torn, damaged, or crushed pages can be transported successfully through the scanner. However, no scanner can transport every possible type of damaged paper. If in doubt about whether a specific damaged document can be transported through the scanner, place the document in a clear protective sleeve. Sleeved documents should be manually fed, one at a time, while lifting the gap release lever. (Do not use protective sheets for data collection scanning.) When scanning documents in a clear protective sleeve, the input tray guides must be adjusted to accommodate the width of the sleeve. 36 Scantron i NSIGHT 20 Plus Scanner

50 Chapter 2: Scanner Basics Scanning Your Documents Scanning Your Documents Place the documents you want to scan into the input tray of the scanner with the front side down (because it is a bottom feed scanner). Automatic Feeding To scan a batch of documents, follow the guidelines for size, type, quantity, etc., as previously described in Document Preparation on page 34. CAUTION: Remove all staples and paper clips before scanning. Staples and paper clips in documents may damage the scanner and the documents. 1. Align (jog) the leading edges of the stacked documents. 2. For data collection also align (jog) the timing mark side of the stacked documents. 3. For all documents, position the documents face down with the leading edge centered in the automatic document feeder. Operator s Guide 37

51 Chapter 2: Scanner Basics Scanning Your Documents NOTE: For data collection, ensure that the timing marks (both front and back of sheet) are on the left side when you are facing the insight 20 Plus logo. Timing Marks 4. Adjust the input tray side guides. 5. Adjust the output tray position, if necessary. 6. Pull out the output tray extender, if necessary. 7. Start scanning. Single Feeding Follow the guidelines for document size, type, weight, and quantity. Position the document face down with the leading edge centered in the automatic document feeder, adjust the input tray side guides if necessary, then start scanning. 38 Scantron i NSIGHT 20 Plus Scanner

52 Indicator Light Chapter 2: Scanner Basics Indicator Light The indicator light provides information on the current state of the scanner. Indicator Light This light Flashing green Steady green Steady red indicates scanner is powering up, busy, or in power saver mode. scanner is ready to scan. scanner error, such as the scanner is not connected to the host computer or the scanner cover is open. Operator s Guide 39

53 Chapter 2: Scanner Basics Lamps Lamps Default Lamp Shut Off Period The default shut off period for the lamps is 15 minutes. The insight 20 Plus scanner reverts to this default each time it is powered up. Software Lamp Warm Up and Shut Off Periods Lamp warm up and shut off periods vary depending on the software that you are using. See the table below: Software Warm up Shut off ScanTools Plus associated data collection diagnostic software N/A 240 minutes Click&Scan 10 seconds 0 to 240 minutes based on Power Saver setting in Device Settings NOTES: The scanner changes to low power mode after 15 minutes of inactivity. If you want to shut off the lamps sooner than 240 minutes after running a ScanTools Plus application, simply run Click&Scan with the Power Saver Device Setting set to the desired shut off time. 40 Scantron i NSIGHT 20 Plus Scanner

54 Clearing Document Jams Chapter 2: Scanner Basics Clearing Document Jams 1. Remove any documents from the input tray area. 2. Lift up the scanner cover release to unlatch the scanner cover. 3. Pull up to open the scanner cover. Scanner Cover Release 4. Locate the jammed document and remove it, being sure to clear any paper shreds or pieces left behind. 5. Lower the scanner cover and press it down firmly so that both sides latch. Operator s Guide 41

55 Chapter 2: Scanner Basics Clearing Document Jams NOTES 42 Scantron i NSIGHT 20 Plus Scanner

56 In this chapter: Selecting a Good Location page 44 Attaching the Input Tray page 46 Installing the insight Scanner Utilities Software...page 47 Getting Ready to Scan page 57 Handling the Recalibrate the scanner Message.....page 72 Uninstalling insight Scanner Utilities Software....page 73 Updating the insight Scanner Utilities Software...page 74 3 Chapter 3: Installation This chapter covers scanner setup and software installation. We recommend that you review the information in Chapter 2, Scanner Basics, before proceeding with this chapter. Doing so will help ensure your success in scanning during setup and for production. Registering Your Scanner Registering your scanner takes very little time and ensures that you receive all pertinent information regarding product and software upgrades. For information on registering your product, see Registering Your Product on page 145. Product Support and Services If you encounter difficulties setting up or operating your scanner, there are a number of places to get the needed information to resolve your difficulty. For information on the support services that are available, see Chapter 7, Product Support and Services. Operator s Guide 43

57 Chapter 3: Installation Selecting a Good Location Selecting a Good Location To place your scanner in a good location, observe these requirements: Air quality. Keep in mind that a scanner works better and lasts longer when it is not exposed to a lot of dust. Computer hookup. Place the scanner within 6 feet of the computer to which it is to be connected. Flooring. Try to find a location for the scanner that is not carpeted. Most types of carpeting introduce static, which might interfere with the way the scanner operates. Humidity. Use the scanner in a location having 40% relative humidity. If sheets have been in very wet or dry conditions, keep them in an atmosphere controlled (60º to 80º Fahrenheit or 15º to 27º Celsius with 40% humidity) environment for 24 hours before you attempt to scan them. Electrical noise. Do not locate the scanner near a generator or other type of large motor, such as an elevator, an air conditioner, or a refrigerator that produces electrical noise which might interfere with the operation of the scanner. Phone access. Locate the scanner close to a phone in the same room if possible. Close phone access is important if you need to call Scantron for assistance with a scanning problem. Customer Support will provide assistance over the phone. Power source. Place the scanner in a location that is close to an electrical outlet that provides stable power. The outlet must be properly grounded and meet national and local electrical codes. Space. Find a location that allows you plenty of working surface around the scanner. See Scanner Hardware Features on page 3 for information on the scanner s size. 44 Scantron i NSIGHT 20 Plus Scanner

58 Chapter 3: Installation Selecting a Good Location Temperature. Place the scanner in an environment that ranges between 60 and 85 Fahrenheit or 15º to 29º Celsius. Improper temperature conditions can cause the scanner to read sheets incorrectly. Operator s Guide 45

59 Chapter 3: Installation Attaching the Input Tray Attaching the Input Tray 1. On one side of the scanner, place the pin into the hole (see photo). NOTE: It is necessary to tilt the tray forward somewhat so that the side guides have clearance. Pin Hole 2. Next, push the input tray gently but firmly toward the other side, so that the pin on the other side has clearance to fit in the hole on the other side. 3. Allow the input tray to rotate down into position. 46 Scantron i NSIGHT 20 Plus Scanner

60 Installing the insight Scanner Utilities Software Chapter 3: Installation Installing the insight Scanner Utilities Software CAUTION: Install the software before connecting the scanner to the PC. NOTE: The insight Scanner Utilities software supports only one scanner connected to the host computer at a time. The insight Scanner Utilities installation program installs the following software: Click&Scan: A software program that allows you to perform document imaging tasks with just a few clicks of your mouse. For more information about Click&Scan, see Chapter 4, Document Imaging Basics. Calibration Utility: A software program that is used during setup to calibrate the scanner for data collection. After setup, this program should not be used unless the scanner has been moved to a different computer, the scanner has been exchanged for a new one, or you are directed to do so by Scantron Customer Support. Scanner Exerciser: A software utility program that Customer Support uses to test the data collection capabilities of the scanner. NOTE: Some of the software mentioned above requires the Microsoft.Net Framework. The installation routine also installs the.net Framework if it is not already installed. Operator s Guide 47

61 Chapter 3: Installation Installing the insight Scanner Utilities Software Use the following procedure to install the software and connect the scanner. 1. Insert the insight Scanner Utilities CD into the CD-ROM drive. 2. Browse to your CD-ROM drive, then double-click setup.exe. The Welcome dialog box opens. 3. Click Next to continue. The Scanner Selection dialog box opens. 4. Select insight 20 Plus from the drop-down list. 48 Scantron i NSIGHT 20 Plus Scanner

62 Chapter 3: Installation Installing the insight Scanner Utilities Software The insight 20 Plus appears in the dialog box. 5. Click Next. The Destination Folder dialog box opens. 6. Accept the default or enter a program folder in the text box, and click Next. The Ready to Install the Program dialog box appears. Operator s Guide 49

63 Chapter 3: Installation Installing the insight Scanner Utilities Software 7. Click Install to begin the installation. The Scanner Driver Installation dialog appears. 8. Click Next. NOTE: The setup steps in the sections below detail connecting the power cord and USB cable and powering up the scanner and correspond to the steps in the software installation program. These steps are included here with additional information. Connecting the Power Cord to the Scanner Use only the power supply that was provided with your Scantron insight 20 Plus Scanner. Do not substitute another power supply model or another manufacturer s power supply. After the drivers have been installed, use the following procedure to connect the power supply and power cord to the scanner. Make sure that the power outlet is located within 5' (1.52 meters) of the scanner and is easily accessible. 50 Scantron i NSIGHT 20 Plus Scanner

64 Chapter 3: Installation Installing the insight Scanner Utilities Software 1. Select the appropriate AC power cord for your region from the supply of power cords packed with your scanner. Well Shin WS A/250V Australia Well Shin WS-004B 6A/250V China Well Shin WS A/250V Europe - Well Shin WS-005C 7A/125V Japan WELL SHIN WS-004 E A/125V North America Well Shin WS-005C R A/125V Taiwan Well Shin WS-012A 5A/250V United Kingdom, Ireland, Hong Kong, Malaysia, Singapore 2. Attach the power cord for your power type to the power supply. Operator s Guide 51

65 Chapter 3: Installation Installing the insight Scanner Utilities Software 3. Plug the power cord output lead (attached to the power supply) into the power port on the back of the scanner. 4. Plug the power cord input lead (attached to the power supply) into the wall outlet. Connecting the USB Cable CAUTION: If you have not installed the insight Scanner Utilities software, do that now before proceeding. 52 Scantron i NSIGHT 20 Plus Scanner

66 Chapter 3: Installation Installing the insight Scanner Utilities Software The USB cable supplied with your scanner has two different ends. B A 1. Attach the B end of the USB cable to the scanner USB port, located on the back of the scanner. IMPORTANT: The USB port may be covered by a sticker. Remove the sticker to access the port. 2. Attach the A end of the USB cable to an open high speed USB 2.0 port on your PC. Operator s Guide 53

67 Chapter 3: Installation Installing the insight Scanner Utilities Software Finalizing the insight Scanner Utilities Software Installation When the insight Scanner Utilities software has been properly installed and the USB cable and power connections have been made, you can turn on the power to complete installation. 1. Turn on the power to the scanner. 54 Scantron i NSIGHT 20 Plus Scanner

68 Chapter 3: Installation Installing the insight Scanner Utilities Software The scanner goes through a series of self tests, and the indicator LED lights up. When the scanner is finished and ready to scan, the indicator LED stops flashing and stays green. When this occurs, click Next to continue. If the green LED indicator does not become a steady green within several minutes, contact Scantron Customer Support as described in Requesting Support on page 153. Operator s Guide 55

69 Chapter 3: Installation Installing the insight Scanner Utilities Software The Wizard Completed dialog box appears. 2. Do one of the following: To calibrate your scanner now, continue to the next section, Getting Ready to Scan on page 57. NOTE: The insight 20 Plus scanner must be calibrated before you can begin scanning. To exit the insight Scanner Utilities installation, click Finish. 56 Scantron i NSIGHT 20 Plus Scanner

70 Getting Ready to Scan Chapter 3: Installation Getting Ready to Scan Once the hardware is connected and the drivers are installed, perform the following steps to prepare to scan documents: Step 1: Calibrating Your insight 20 Plus (page 57) Step 2: Running the Document Imaging Test (page 62) If your scanner came bundled with ScanTools Plus data collection software, perform the following three steps: Step 3: Installing ScanTools Plus Software (page 66) Step 4: Configuring the Scanner (page 66) Step 5: Running the Data Collection Test (page 68) Step 1: Calibrating Your insight 20 Plus CAUTION: The Calibration Utility should only be run for the following reasons: upon initial installation you move the scanner to a different computer your scanner is exchanged for a new one you are directed to by Scantron support NOTE: You can run only one of the following programs at a time because they use the same driver: insight Scanner Utilities Click&Scan ScanTools Plus The calibration program does two things to ensure that the scanner will read production data collection forms properly: Checks the black, gray, and white areas of the sheet to create a calibration table that maps the 256 gray levels to the 16 levels used for data collection. Targets the location of the black dots for positioning purposes. Operator s Guide 57

71 Chapter 3: Installation Getting Ready to Scan The calibration program reads Normalization & Calibration sheets (part number , supplied with the scanner, see the graphic below). NOTE: The part number for a box of 80 Normalization & Calibration Sheets is Close all other programs. 2. On the Wizard Completed dialog box, click Run Calibration. 58 Scantron i NSIGHT 20 Plus Scanner

72 Chapter 3: Installation Getting Ready to Scan NOTE: If you have completed the insight Scanner Utilities installation, open the Calibration Utility from your operating system The following dialog box appears. 3. Click Calibrate. The Step 1 of 2 dialog box appears. 4. Place a stack of Normalization & Calibration Sheets (part number ) into the input tray, printed side down, so that the words Normalization & Calibration Sheet enter the scanner first, as shown in the graphic below. NOTE: The corner is turned in the image below to show the printed side. Operator s Guide 59

73 Chapter 3: Installation Getting Ready to Scan 5. Click OK. The Calibrating front side... dialog box appears and scanning begins. Wait while the software and scanner performs front side calibration. 6. If you get an error message, use the table below to take the necessary corrective action. When you are done, click Resume. Error What To Do Jam Multi-feed Calibration sheet not recognized Image quality error Calibration separation error Open scanner, remove obstruction and rescan. Open scanner, remove sheets and rescan. Check for proper calibration sheet and that it is aligned properly. Rescan. Clean imaging guide(s) or rollers and rescan. Clean rollers and rescan. 7. When calibration for the front side is complete, the Verifying calibration for the front side... dialog box appears and the scanner scans more sheets. Wait while the verification takes place. NOTE: If the input tray empties and the Input hopper empty message box appears, take the sheets from the output tray, tap them on a hard surface to align them, and then place them back in the input tray the same way you last loaded them. When you are ready, click Retry. 8. When the front side calibration is complete, the Step 2 of 2... dialog box appears. 60 Scantron i NSIGHT 20 Plus Scanner

74 Chapter 3: Installation Getting Ready to Scan 9. Place a stack of Normalization & Calibration Sheets (part number ) into the input tray, printed side up, and so that the words Normalization & Calibration Sheet enter the scanner last (as shown in the photo below). 10. Click OK. 11. The Calibrating back side... dialog box appears. Wait while the software performs the back side calibration. 12. When back side calibration is complete, the Verifying calibration for the back side... dialog box appears and the scanner scans additional sheets. Wait while verification takes place. NOTE: If the input tray empties and the Input hopper empty message box appears, take the sheets from the output tray, tap them on a hard surface to align them, then place them back in the input tray the same way you last loaded them. When you are ready, click Retry. Operator s Guide 61

75 Chapter 3: Installation Getting Ready to Scan 13. When verification is completed successfully, the Calibration complete dialog box appears. Click OK to continue. NOTE: To view information about the calibration, you can view the calibration and log files located in the Scanner folder on the root drive of your computer. The files are named as follows: Log files: <serial number>_20p_norm.log Calibration files: <serial number>_20p_cal.lut 14. Do one of the following: To run a document imaging test, continue to Step 2: Running the Document Imaging Test on page 62. To exit the insight Scanner Utilities installation, click Finish Step 2: Running the Document Imaging Test NOTE: You can run only one of the following programs at a time because they use the same driver: insight Scanner Utilities Click&Scan ScanTools Plus 62 Scantron i NSIGHT 20 Plus Scanner

76 Chapter 3: Installation Getting Ready to Scan 1. On the Wizard Completed dialog box, click Run Document Imaging Test. The Scan Validation Tool dialog box appears. 2. Select TWAIN and Scantron insight 20 Plus, and click OK. The Connecting to Scanner message box appears, indicating that it may take a few minutes to connect to the scanner. Operator s Guide 63

77 Chapter 3: Installation Getting Ready to Scan The Scan Validation Tool appears. Setup Start Scanning Two image display 3. Click Two image display (see the graphic above). 4. Click Setup (see the graphic above). 64 Scantron i NSIGHT 20 Plus Scanner

78 Chapter 3: Installation Getting Ready to Scan The main Scantron insight 20 Plus settings window opens. a. Under Setting Shortcuts select Color Perfect Page Document b. Under Input document is, make sure that Two Sided is selected. c. Click OK to return to the Scan Validation Tool window. Operator s Guide 65

79 Chapter 3: Installation Getting Ready to Scan 5. Place a two sided color document in the input tray, and then click the Start Scanning icon (see the graphic on page 64). The scanner scans the document. If both sides of the document display properly in the viewer, the scanner is ready for document imaging use. If you get an error, contact Scantron Customer Support as described in Requesting Support on page 153. Step 3: Installing ScanTools Plus Software IMPORTANT: Perform this step only if your scanner came bundled with ScanTools Plus data collection software. CAUTION: You must have the insight Scanner Utilities installed before installing ScanTools Plus. Next, install ScanTools Plus data collection software. See Chapter 2 of the ScanTools Plus Installation Guide (included with your insight 20/20 Plus scanner) for instructions on how to install the software. Step 4: Configuring the Scanner IMPORTANT: Perform this step only if your scanner came bundled with ScanTools Plus data collection software. CAUTION: You must have the ScanTools Plus software installed before you can configure the scanner. 66 Scantron i NSIGHT 20 Plus Scanner

80 Chapter 3: Installation Getting Ready to Scan 1. Open ScanTools Plus from your operating system. The ScanTools Plus window opens. 2. Select Options Scanner Configuration... from the ScanTools Plus menu. The Scanner Configuration dialog box opens. a. Select insight 20/20 Plus from the Scanner Model drop-down list. b. Select Write Operations Log. c. Click Auto Configure. Operator s Guide 67

81 Chapter 3: Installation Getting Ready to Scan NOTE: If you get an error message, contact Scantron Customer Support as described in Requesting Support on page 153. d. click OK to complete scanner configuration. Step 5: Running the Data Collection Test IMPORTANT: Perform this step only if your scanner came bundled with ScanTools Plus data collection software. NOTE: You can run only one of the following programs at a time because they use the same driver: insight Scanner Utilities Click&Scan ScanTools Plus In this section you will use ScanTools Plus software to perform data collection. 1. Open ScanTools Plus from your operating system. The ScanTools Plus window opens. 68 Scantron i NSIGHT 20 Plus Scanner

82 Chapter 3: Installation Getting Ready to Scan 2. On the ScanTools Plus window, select Data Collection Test from the Application drop-down list. NOTE: If the Data Collection Test application is not shown, it is possible that the path is pointing to a previously used directory. In the ScanTools program, select File Paths. For the application path, browse to the following location: C:\Scanner\ScanTools Plus\Applications Click OK, and then select the application again. If this does not resolve the issue, contact Scantron Customer Support as described in Requesting Support on page Select Data Collection Test from the Data File drop-down list. 4. Load the test forms: a. Find the pack of 16 pre-slugged (answers filled in) General Purpose Answer Sheets # (pack number ). These sheets have been marked with sample data. The Data Collection Test sample application is set up to collect only the Name data from these sheets. b. Tap the sheets on a hard surface to align them. c. Place the sheets into the input tray of the scanner with the printed side down, and so that the three Operator s Guide 69

83 Chapter 3: Installation Getting Ready to Scan black rectangular (Form ID) marks enter the scanner first. Form ID Marks 5. Scan the sheets by clicking Scan in the ScanTools Plus window. The sheets should scan. If they do not, recheck your scanner installation. If you are unable to resolve the difficulty, contact Scantron Customer Support as described in Requesting Support on page 153. When the scanner is done scanning, a scanner error message appears indicating that the input hopper is empty. 6. Click Stop Scanning to clear the dialog boxes so you can view the data file. 70 Scantron i NSIGHT 20 Plus Scanner

84 Chapter 3: Installation Getting Ready to Scan 7. Select View Data File in the ScanTools Plus menu bar to review the data file. The data file opens. 8. Use the up and down buttons next to the Serial Number combo box to page through the Name data for each sheet. If correct data (for the Name field only) is present for each sheet, the test is complete and the scanner is ready to perform data collection tasks. For more information regarding how to perform data collection projects start to finish, refer to the Elements of Data Collection (included with your scanner). If data appears incorrect or is missing, contact Scantron Customer Support as described in Requesting Support on page 153. Installation Complete Installation is now complete. Be sure to familiarize yourself with the rest of the information in this guide. Operator s Guide 71

85 Chapter 3: Installation Handling the Recalibrate the scanner Message Handling the Recalibrate the scanner Message Scantron normally recommends calibrating the scanner only upon initial setup or under the guidance of a Scantron Customer Support Representative. However, there are certain situations where you may get an error message similar to the one below recommending that you recalibrate the scanner. The possible causes of this error message are: If calibration was unsuccessful. If you aborted the installation procedure before calibration was completed. If you moved the scanner to a new host computer. If you swapped out a defective scanner for a new one. If one of these conditions applies to you, you will need to recalibrate the scanner. See Step 1: Calibrating Your insight 20 Plus on page 57, and follow the procedure there to recalibrate the scanner. 72 Scantron i NSIGHT 20 Plus Scanner

86 Uninstalling insight Scanner Utilities Software Chapter 3: Installation Uninstalling insight Scanner Utilities Software NOTE: Perform the following steps only if you want to uninstall the software. If you want to uninstall the drivers and scanner utilities software, it is important to do so in the correct order to avoid leaving any empty program groups in the programs menu. Use the following procedure: 1. Before uninstalling any programs, close all programs and turn off the scanner. 2. Open the Control Panel and access the list of programs. 3. Uninstall the software in the following order: a. Click&Scan b. Scantron insight Scanner Utilities NOTE: If you uninstalled the software in an order different from that specified above, you will need to remove the empty program groups (for example, Document Imaging). Uninstalling ScanTools Plus Software IMPORTANT: This procedure is applicable only if your scanner came bundled with ScanTools Plus data collection software. If you want to uninstall the ScanTools Plus software, see Chapter 2 of the ScanTools Plus Installation Guide (included with your insight 20/20 Plus scanner) for instructions. Operator s Guide 73

87 Chapter 3: Installation Updating the insight Scanner Utilities Software Updating the insight Scanner Utilities Software CAUTION: It is important to turn the scanner off during the software update because the new firmware is loaded into the scanner upon power up. Failure to turn off the scanner during the update will result in the old firmware remaining resident in the scanner. To update the insight Scanner Utilities software use the following procedure: 1. Insert the insight Scanner Utilities CD into the CD-ROM drive of the host computer. The setup program starts automatically. NOTE: If the CD does not start automatically, browse to the CD-ROM drive, and double-click setup.exe. The Welcome... dialog box opens. NOTE: If you uninstalled the software prior to performing the update, the install application performs a complete installation. See Installing the insight Scanner Utilities Software on page 47 for instructions on a complete reinstallation. 74 Scantron i NSIGHT 20 Plus Scanner

88 Chapter 3: Installation Updating the insight Scanner Utilities Software 2. Select Repair and click Next. 3. Click Install and follow the on screen instructions. NOTES: You do not need to recalibrate the scanner or run the document imaging test when the update is complete. If the calibration file is missing when you attempt to exit the installation, you will be prompted to run the calibration program. Operator s Guide 75

89 Chapter 3: Installation Updating the insight Scanner Utilities Software NOTES 76 Scantron i NSIGHT 20 Plus Scanner

90 In this chapter: Click&Scan page 80 The Main Scanner Window page 91 4 Chapter 4: Document Imaging Basics Document Imaging Bundled Software Document imaging is the process of scanning and processing black & white, grayscale, or color images. A common use of document imaging is digitally storing documents such as patient records, student work, invoices, census documents, photographs, and more. The insight 20 Plus scanner comes with Click&Scan software that you can use for your day-to-day on demand scanning. Main Software Interfaces With the document imaging software that came with your scanner, there are three main software interfaces. We introduce them to you below. Operator s Guide 77

91 Chapter 4: Document Imaging Basics Click&Scan Software Click&Scan is a more powerful program intended to fulfill your daily ad hoc scanning needs. Through the Click&Scan interface, you can choose from nine different scanning options that you can configure based on your needs. Main Scanner Window (TWAIN Driver Interface) The Main Scanner window gives you access to all settings that precisely define how you want to scan your images. You can save and name up to 60 setting shortcuts, each having unique control settings over how the images are scanned. This window gives you access to the Image, Advanced, and Device settings that are saved with the setting shortcut. Those settings are actually the TWAIN driver (scanner controller) interface. Click&Scan software provides access to these settings. If you use other TWAIN 78 Scantron insight 20 Plus Scanner

92 Chapter 4: Document Imaging Basics applications with the scanner, they may also use this TWAIN interface. Operator sguide 79

93 Chapter 4: Document Imaging Basics Click&Scan Click&Scan Click&Scan Functionality NOTE: You can run only one of the following programs at a time because they use the same driver: Click&Scan, ScanTools Plus, and the insight Scanner Utilities. Click&Scan software allows you to quickly and easily perform common scanning tasks. Predefined functions are installed with the software, however, you can reconfigure Click&Scan to handle tasks that are the most important to you. You can perform any of the tasks by selecting the function from the Click&Scan function listing. Different scanning functions can be assigned and executed. After you have installed the scanner, software drivers, and application software restarted your computer, a Scanner icon appears on your screen or in the system tray, depending on your operating system. NOTE: If the Scanner icon indicates that the scanner is not ready, turn the scanner off and then on again. 80 Scantron insight 20 Plus Scanner

94 Chapter 4: Document Imaging Basics Click&Scan Click the Scanner icon to display the Click&Scan menu. This list displays the currently configured functions. Function listing: Click one of the functions to run the assigned task. Configure: Select Configure to change the settings assigned to a function. About: Displays the version number and other information about Click&Scan. Operator sguide 81

95 Chapter 4: Document Imaging Basics Click&Scan Configuration Dialog Box The configuration dialog box allows you to change the settings associated with each of the nine function numbers. When you select Configure from the function listing, the configuration dialog box appears. Task shortcut: Select the function (1 through 9) that you want to modify. Rename: Displays the Rename dialog box which allows you to enter a new name for the Task shortcut. 82 Scantron insight 20 Plus Scanner

96 Chapter 4: Document Imaging Basics Click&Scan Scan To Settings Destination: Allows you to select one of the following options: File: Creates an electronic file from the scanned documents and saves it in the location specified in the Folder path using the current date and sequence number as the name. Application: Creates an electronic file from the scanned documents, saves the file using the current date and sequence number as the name, then launches the appropriate application program for the saved file. For example, if your system is set up to use Adobe Reader to read PDF files, the saved file will be opened using Adobe Reader. Creates an electronic file from the scanned documents, saves the file using the current date and sequence number as the name, then launches your default program with the saved file included as an attachment. Printer/Fax Printer: Sends the scanned documents to the printer or fax printer. (This function does not save the scanned documents as a file.) NOTE: If you select Printer/Fax Printer, the Scan To options change. Display settings prior to printing: If selected, the Print dialog box appears after the document(s) are scanned, allowing you to select the printer and set the print options. The Print dialog box appears each time the function is run. Operator sguide 83

97 Chapter 4: Document Imaging Basics Click&Scan Settings: Displays the Print dialog box allowing you to select a different printer or different set of print options for this function. These settings will be saved and used by default each time the function is run. This option is not available if Display settings prior to printing is checked. Edit images prior to saving/ ing/printing If selected, the scanned images appears in an Edit window to allow for editing. File Type: Select one of these options based on how you want to save or send the scanned image(s). Available formats are: PDF: Adobe PDF files (Portable Document Files) look exactly like original documents and preserve the fonts, images, graphics and layout of the source files regardless of the application and platform used to create it. TIFF - Multi-page: Combines all the scanned images into a single TIFF file. JPEG/TIFF - Single page: If you are scanning documents with multiple pages or sides, each page or side is saved as a separate JPEG or TIFF file. Folder: Type the folder name where you want to save the scanned images or click Browse to locate the folder. File Name Prefix: When images are scanned, they are automatically assigned a unique file name. For example, if you choose to scan your documents as PDF files, the software automatically assigns the date and sequence number for each image: 2XXX-XX- 27(1).pdf (for the first PDF file created), 2XXX-XX- 27(2) for the second PDF file created, and so on. If you want to add a prefix to the file name, it is attached to the beginning of each file name. For example, if you want the word Invoice before the 84 Scantron insight 20 Plus Scanner

98 Chapter 4: Document Imaging Basics Click&Scan file name, type Invoice in the File name prefix field. The files will be named: Invoice2XXX-XX-27(1); Invoice (2), and so on. Name file prior to saving/sending: if selected, the Save As dialog box appears after the document(s) are scanned, allowing you to specify the name of the file and the location where it will be stored. The Save As dialog box appears each time the function is run. Scan As Settings Setting Shortcut: displays the name of the Setting Shortcut used on the Main Scanner window. This is the shortcut to the collection of scanner settings being used by the scanner. Display settings prior to scanning: if selected, the Main Scanner window appears before the document(s) are scanned, allowing you to select the scanner Setting Shortcut. The Main Scanner window appears each time the function is run. Operator sguide 85

99 Chapter 4: Document Imaging Basics Click&Scan Settings: displays the Main Scanner window allowing you to select a different Setting Shortcut for this function. The new Setting Shortcut will be saved and used by default each time the function is run. OK: Closes the configuration dialog box. If you made changes in the configuration dialog box and you did not save your changes, a message appears. Cancel: Closes the Confirm dialog box without saving any unapplied changes. Yes: Saves any changes made on the configuration dialog box. No: Closes the configuration dialog box without saving any changes. Using Function Numbers When you have assigned the function numbers, they can be easily launched from the Click&Scan icon or from the buttons on the front of the scanner 86 Scantron insight 20 Plus Scanner

100 Chapter 4: Document Imaging Basics Click&Scan From the Click&Scan Icon. 1. Click the Click&Scan icon to display the function listing. 2. Select the function number you want to run. From the Buttons on the Front of the Scanner 1. Select the number for the function you want to run using the scroll (top) button on the scanner. The number of the function is displayed in the function window. NOTE: The numbers correspond to the Click&Scan icon function numbers (see above). Operator sguide 87

101 Chapter 4: Document Imaging Basics Click&Scan 2. Push the start (bottom) button to perform the scan. Function Window Scroll Button Start Button Click&Scan Edit Window If the Edit images prior to sending check box in the configuration dialog box is selected, the Click&Scan edit window appears when documents are scanned. 88 Scantron insight 20 Plus Scanner

102 Chapter 4: Document Imaging Basics Click&Scan The Click&Scan edit window allows you to view the scanned images before sending them to the final destination. From this window, you can perform common editing tasks such as, rotating and deleting blank pages. When you are finished editing, click Done to send the images. The following icons are available in the edit window. To use a tool, click the icon and apply it to the image. Start: Allows you to scan additional documents and append them to the current images. Stop: Cancels the scanning of documents. Magnifier: Magnifies a portion of the image. Press and hold the left mouse button inside an image to magnify it. Drag the tool across the image to magnify different areas of the image. Pan: Allows you to move the image freely around the window. Use this tool when the entire image is not visible in the display window, for example after zooming in. Rotate 90: Rotates the image 90 degrees to the right. Rotate 180: Rotates the image 180 degrees to the right. Rotate 270: Rotates the image 270 degrees to the right. Delete: Deletes the selected image. A confirmation dialog box appears before the image is deleted. Operator sguide 89

103 Chapter 4: Document Imaging Basics Click&Scan Select Region: Allows a rectangular region to be drawn in each image. Use this tool with the Crop and Blank tools. Click on the icon in the lower left corner of an image to remove (deselect) the region. Crop: Crops the image, keeping only the portion of the image inside the region. A confirmation dialog box appears before the image is cropped. Blank: Replaces the portion of the image inside the region with a white background. A confirmation dialog box appears before the image is modified. More Editing Tools: Tools and shortcuts to get different views of the images, including tools to zoom in and zoom out. Normally the shortcuts (or hot keys) would be used for these tools. Done: Click this icon when you have finished viewing or editing the images and you want to send them to the selected destination. 90 Scantron insight 20 Plus Scanner

104 Chapter 4: Document Imaging Basics The Main Scanner Window The Main Scanner Window The Main Scanner window is the home window of the scanner s user interface. NOTE: The Main Scanner window is the interface for the TWAIN driver and is used by the Click&Scan software. You may also find that your other scanner applications use this same interface if they use the same TWAIN driver (for example, optical mark recognition software). Opening the Main Scanner Window To open the Main Scanner window, from the Click&Scan configuration menu, click the Settings icon. For more information about the Main Scanner window, click the help icon to access the online help information for the window currently being displayed. Operator sguide 91

105 Chapter 4: Document Imaging Basics The Main Scanner Window Creating Color/Grayscale or Black and White Images Based on the Content of Your Documents Example 1 In this example, we will configure a scan session that has a mix of color and black and white documents with information on both sides. In addition, we will configure the scanner to detect whether the page is color, and then output either a color or black and white image. 1. Select a Setting Shortcut from the Main Scanner window that closely describes your desired output. 2. Click Settings. The image settings window appears. 92 Scantron insight 20 Plus Scanner

106 Chapter 4: Document Imaging Basics The Main Scanner Window 3. Click the Advanced Image Setup icon. The Advanced tab appears. 4. Select Two Sided from the Input document is: drop-down list. Operator sguide 93

107 Chapter 4: Document Imaging Basics The Main Scanner Window 5. Select Images per side: One Based on Document Content. The Images to Configure area now appears on the Advanced tab and contains a color image item and a black and white image item. The Content Settings tab also appears. For this example, we will create either a color or black and white image. 6. Select Color (24-bit). NOTE: If you want a grayscale image instead of a color image, when enough color is detected in the document, select Color (24-bit), select the Change icon, and then select Grayscale. 94 Scantron insight 20 Plus Scanner

108 7. Click the Content Settings tab. Chapter 4: Document Imaging Basics The Main Scanner Window 8. Select Custom from the Sensitivity drop-down list. 9. Click Done to return to the image settings window. 10. Select Both: Black and White (1-bit) from the Side drop-down list. 11. Adjust any other black and white image settings on the rest of the tabs in the image settings window. 12. When finished, click Home to return to the Main Scanner window then click Save to save your selections to the shortcut. Operator sguide 95

109 Chapter 4: Document Imaging Basics The Main Scanner Window Creating Multiple Images for Each Side of a Document Example 2 In this example, let s assume you want to configure a scan session that has documents with information on both sides and you want the scanner to produce both a color and a black and white image for each side of each document. 1. Select the appropriate Setting Shortcut from the Main Scanner window. Select a setting that closely describes the type of output you want. 2. Click Settings. The image settings window appears. 3. Click the Advanced Image Setup icon. The Advanced tab appears. 4. Select Two Sided from the Input document is: dropdown list. 5. Select Multiple from the Images per side: drop-down list. The Images to Configure area is displayed with front and back images. NOTE: If you want a grayscale image instead of a color image, when enough color is detected in the 96 Scantron insight 20 Plus Scanner

110 Chapter 4: Document Imaging Basics The Main Scanner Window document, select Color (24-bit), select the Change icon, and then select Grayscale. For this example, we will work with a color and a black and white image. 6. Select Color (24-bit). 7. By default, the scanner produces the color/grayscale image first and delivers it to the scanning application, and then produces and delivers the black and white image. If you want the black and white image to be produced and delivered first: a. Select Black and White(1-bit). b. Click Move Up to place the black and white image first in the list. 8. Click Done to return to the image settings window. 9. Select Front: Color (24-bit) from the Side drop-down list. 10. Select Back: Black and White (1-bit) from the Side drop-down list. 11. Adjust any other black and white image settings on the rest of the tabs in the image settings window. 12. When you are finished, click Home to return to the Main Scanner window and then click Save to save your selections to the shortcut. Operator sguide 97

111 Chapter 4: Document Imaging Basics The Main Scanner Window Creating Different Settings for Each Side of a Document Example 3 In this example, let s assume you want to configure a two-sided document stream of business documents that have color on the front of the document but the black and white is acceptable for the back side. 1. Select the appropriate Setting Shortcut from the Main Scanner window. Select a setting that closely describes the type of output you want. 2. Click Settings to display the image settings window. 3. Click the Advanced Image Setup icon. The Advanced tab appears. NOTE: Steps 4 and 5 are only valid for duplex scanner models. 4. Select Two from the Input document is: drop-down list. 5. Select Different settings per side. NOTE: Steps 4 and 5 are only valid for duplex scanner models. 98 Scantron insight 20 Plus Scanner

112 Chapter 4: Document Imaging Basics The Main Scanner Window 6. Select One from the Images per side: drop-down list. 7. Click Done to return to the image settings window. 8. Select Front from the Side drop-down list. 9. On the General tab, select Color (24-bit) from the Scan as: drop-down list. 10. Adjust any other front side settings on the rest of the tabs in the image settings window. 11. Select Back from the Side drop-down list. 12. On the General tab, select Black and White (1-bit) from the Scan as: drop-down list. 13. Adjust any other back side settings on the rest of the tabs in the image settings window. 14. When you are finished, click Home to return to the Main Scanner window then click Save to save your selections to the shortcut. Operator sguide 99

113 Chapter 4: Document Imaging Basics The Main Scanner Window NOTES 100 Scantron insight 20 Plus Scanner

114 In this chapter: Maintenance Schedule page 103 Supplies and Consumables page 105 Opening and Closing the Scanner Cover page 107 Running a Transport Cleaning Sheet page 109 Cleaning the Rollers and Transport page 110 Cleaning the Separation Module page 111 Cleaning the Feed Module page 113 Cleaning the Imaging Guides page 116 Cleaning the UDDS Sensor page 117 Removing and Replacing the Separation Module..page 119 Replacing the Separation Module Tires page 120 Replacing the Pre-Separation Pad page 122 Adjusting the Pre-Separation Roller Tension......page 124 Removing and Replacing the Feed Module page 126 Replacing the Feed Module Tires page Chapter 5: Maintenance Precautions Cleaning your scanner and preventative maintenance on a regular basis is required to ensure the best possible data quality. Some guidelines follow: Do not use canned/compressed air as this can force dust into difficult to clean areas. Use only the recommended cleaning supplies. Using unapproved cleaning fluids or solvents may damage the foam tires. Some document types generate more paper dust and debris and may require more frequent cleaning than recommended. Operator s Guide 101

115 Chapter 5: Maintenance Some debris from the foam tires on the feed and separation modules is normal. Tire debris does not always mean that the tires are worn or damaged. After cleaning, inspect the tires for wear and replace the separation module or feed module if necessary. When cleaning rollers, use an emulsiclean wipe and allow the rollers to dry completely before scanning. When cleaning tires, use a slightly damp staticide wipe and allow the tires to dry completely before scanning. In addition to the recommended cleaning supplies, you may use a vacuum cleaner to remove debris from the scanner. If a difficulty persists after performing the maintenance recommended in this manual, call Scantron Customer Support as described in Requesting Support on page Scantron i NSIGHT 20 Plus Scanner

116 Maintenance Schedule Chapter 5: Maintenance Maintenance Schedule Use the following table as a guide to routine maintenance. Usage figures are not guaranteed. Customer-operating environments, document type, the condition of documents being scanned, and not following the recommended cleaning and replacement procedures, can cause the life of the consumables to vary. Procedure Interval What to Use Clean separation module tires Clean feed module tires Clean drive rollers and transport area As required depending on the type of scanning being performed. As required depending on the type of scanning being performed. As required depending on the type of scanning being performed. Use staticide wipe (part number ACL305) -- slightly damp. Allow to air dry before scanning. Use staticide wipe, (part number ACL305) -- slightly damp. Allow to air dry before scanning. Run transport cleaning sheet, (part number ACL303). If required, use emulsiclean wipe, (part number ACL304) on red and white rollers. Allow to air dry. CAUTION: Do not use the emulsiclean wipes on the gray foam tires. Clean imaging guides Daily Use staticide wipe, (part number ACL305) -- slightly damp. Wipe with a dry staticide wipe before scanning. Operator s Guide 103

117 Chapter 5: Maintenance Maintenance Schedule Procedure Interval What to Use Clean paper path Daily Use emulsiclean wipe, (part number ACL304) in transport area and on red and white rollers. Allow to air dry. CAUTION: Do not use the emulsiclean wipes on the gray foam tires. Replace (separation module and feed module) tires Replace separation module Replace pre-separation pad Every 100,000 documents scanned Every 200,000 documents scanned Every 250,000 documents scanned Replace feed module Every 500,000 documents scanned Use tires from feed roller kit (part number ACL200) or separation module (part number ACL2021). Use separation module, (part number ACL2021). Use part from feed roller kit (part number ACL200). Use feed module (part number ACL2020). NOTE: Scantron scanners use replaceable tires that can feed a wide range of document types, sizes and thicknesses. Tire life and performance will vary based on the document set, the frequency of cleaning of the transport and tires, and following the recommended schedule for changing tires. You should change the tires if you notice an increase in multiple feeds, stoppages, or a decrease in feeder performance that is not resolved by the above cleaning procedures. NOTE: Certain paper types (such as carbonless paper or newsprint), failure to clean regularly, and/or use of non-recommended cleaning solvents can shorten tire and roller life. 104 Scantron i NSIGHT 20 Plus Scanner

118 Supplies and Consumables Chapter 5: Maintenance Supplies and Consumables See Ordering Supplies on page 151 for information on how to order supplies. Supplies/Consumables Purpose Item Number Feed Roller Kit Replaces feeder consumable components. ACL200 Separation Module (with tires) Replaces separation module. ACL2021 Feed Module (with tires) Replaces feed module. ACL2020 Transport Cleaning Sheets (50) Staticide Wipes (24) Emulsiclean Detailer Wipes (24) Calibration Sheets Relocation Kit Use for cleaning the upper and lower transport areas. Do not use on the gray foam tires or imaging guides. Use for cleaning the upper and lower imaging area. Use for cleaning the upper and lower transport areas and drive rollers. Do not use on the gray foam tires or imaging guides. Use to recalibrate the scanner for data collection after replacing imaging guides or moving to a different computer. ACL303 ACL305 ACL304 FRM60 CNT48 IMPORTANT: Staticide wipes contain isopropanol which can cause eye irritation and dry skin. Wash your hands with soap and water after performing maintenance procedures. Refer to the Material Data Safety Sheet (MSDS) section below for more information. Operator s Guide 105

119 Chapter 5: Maintenance Supplies and Consumables Emulsiclean wipes contain sodium lauryl ether sulfate and sodium silicate which can cause eye irritation. Refer to the MSDS section below for more information. Do not use canned/compressed air. Allow all tires and rollers to dry completely before using the scanner. Do not use cleaners on hot surfaces. Allow surfaces to cool to ambient temperature before use. Material Safety Data Sheets (MSDS) Material Safety Data Sheets (MSDS) for chemical products are available on the Scantron Support Web site at When accessing the MSDSs from the Web site, you will need the part number for the part or consumable. See Supplies and Consumables on page 105 of this guide for a list of consumables and their part numbers. 106 Scantron i NSIGHT 20 Plus Scanner

120 Opening and Closing the Scanner Cover 1. Power down the scanner if desired. Chapter 5: Maintenance Opening and Closing the Scanner Cover NOTE: It is sometimes helpful to have the lamps on when cleaning the imaging guide areas. 2. Remove any documents from the feeder area. 3. Place the scanner in the 25 degree position. See Tilting the Scanner Body on page 27 for information on how to do this. 4. Pull up on the scanner cover release lever and the scanner cover. Scanner Cover Release Operator s Guide 107

121 Chapter 5: Maintenance Opening and Closing the Scanner Cover 5. When you finish cleaning the scanner or replacing a part, press down firmly on scanner cover as shown so that both sides latch. 108 Scantron i NSIGHT 20 Plus Scanner

122 Running a Transport Cleaning Sheet Chapter 5: Maintenance Running a Transport Cleaning Sheet NOTE: The scanner cover must be closed and powered on to run a transport cleaning sheet. 1. Remove the wrapping from the Transport Cleaning Sheet. 2. Adjust the side guides to fit the cleaning sheet. 3. Place a transport cleaning sheet in the input tray (adhesive side up) in portrait orientation. 4. Using your scanning application, scan the transport cleaning sheet. 5. After the transport cleaning sheet is scanned, turn it over (adhesive side facing the input tray) and scan it again. 6. Open the scanner cover and wipe the imaging area with a lint-free cloth. 7. Close the scanner with both hands, and check the image quality. 8. Repeat this procedure, if necessary until all residue is removed from the drive rollers. If you are unable to remove all residue from the drive rollers using the transport cleaning sheet, perform the procedure described in Cleaning the Rollers and Transport on page When a transport cleaning sheet gets very dirty, discard it and use a new one. 10. When you are done running transport cleaning sheets, open the scanner and check that the imaging guides are clean. If necessary, clean the imaging guides as described in Cleaning the Imaging Guides on page 116. Operator s Guide 109

123 Chapter 5: Maintenance Cleaning the Rollers and Transport Cleaning the Rollers and Transport If a transport cleaning sheet does not clean the transport area sufficiently, use the following procedure: 1. With an emulsiclean wipe (ACL304), wipe the feed rollers from side to side. Rotate the rollers to clean the entire surface. CAUTION: Use the emulsiclean wipe only on the white plastic rollers. Do not use the emulsiclean wipe on the gray foam tires as they will absorb moisture and need to dry before use. IMPORTANT: Emulsiclean wipes contain sodium lauryl ether sulfate which can cause eye irritation. See Material Safety Data Sheets (MSDS) on page 106 for information on how to obtain the MSDS. Do not use the emulsiclean wipe on the gray foam tires 2. Dry the rollers with a lint-free cloth such as a dry emulsiclean wipe. Do not use a paper towel as this will introduce dust into the transport area. 110 Scantron i NSIGHT 20 Plus Scanner

124 Cleaning the Separation Module Chapter 5: Maintenance Cleaning the Separation Module Remove the separation module from the scanner for best cleaning results. 1. Push the separation module up to snap it out and lift it out of position. 2. Manually rotate and wipe the gray foam tires with a slightly damp roller cleaning pad (ACL304). If the wipe contains too much liquid, squeeze it out or let it dry out for a couple minutes. Operator s Guide 111

125 Chapter 5: Maintenance Cleaning the Separation Module 3. Inspect the separation module. If the separation module tires show signs of wear or damage, replace the tires or the separation module. See Removing and Replacing the Separation Module on page Insert the separation module by aligning the tabs with the slots and snapping it into position. 112 Scantron i NSIGHT 20 Plus Scanner

126 Cleaning the Feed Module Chapter 5: Maintenance Cleaning the Feed Module NOTE: The paper present sensor is located to the right of the feed module. Be careful not to damage the paper present sensor when removing or cleaning around the feed module. Paper Present Sensor 1. Pull against the raised edge of the feed module cover and lift it up and out of position. Operator s Guide 113

127 Chapter 5: Maintenance Cleaning the Feed Module 2. Rotate the feed module forward and push it to the left to lift it out of position. 3. Inspect the feed module. If the feed module tires show signs of wear or damage, replace the tires or the feed module. See Replacing the Separation Module Tires on page 120 for more information. 4. Manually rotate and wipe the gray foam tires with a slightly damp staticide wipe (ACL305). 5. Reinstall the feed module by aligning the pins and pushing it toward the left to fit it into position. Be sure 114 Scantron i NSIGHT 20 Plus Scanner

128 Chapter 5: Maintenance Cleaning the Feed Module the gears are aligned and it snaps into place. Roll the feed module back into place. 6. Reinstall the feed module cover by aligning the tabs with the slots and pushing it back into position until it snaps into place. Operator s Guide 115

129 Chapter 5: Maintenance Cleaning the Imaging Guides Cleaning the Imaging Guides 1. Open the scanner cover as described in Opening and Closing the Scanner Cover on page 107. NOTE: It is sometimes helpful to have the lamps on when cleaning the imaging guide areas. 2. Before cleaning the imaging area with staticide wipes, we suggest vacuuming the inside of the scanner to remove any dust and debris. CAUTION: Be careful not to scratch the imaging guide areas when cleaning. 3. Wipe the upper and lower imaging areas with a staticide wipe (ACL305). Staticide Wipe 4. Dry the upper and lower imaging guides using a dry staticide wipe. Do not use a paper towel or dry emulsiclean wipe as this will introduce static. 5. When finished, close the scanner cover. 116 Scantron i NSIGHT 20 Plus Scanner

130 Cleaning the UDDS Sensor Chapter 5: Maintenance Cleaning the UDDS Sensor CAUTION: Do not use canned air to clean the UDDS sensor transmitter and receiver as this could blow debris into difficult to clean areas of the scanner. A dirty transmitter or receiver can result in false paper jam errors. Use the following procedure to clean the transmitter and receiver. 1. Obtain an ear syringe or nasal aspirator from a local drug store. 2. Open the scanner cover as described in Opening and Closing the Scanner Cover on page Locate the ultrasonic multi-feed detector transmitter and receiver. The receiver in the cover is shown below. The transmitter is housed in the base of the scanner directly opposite the receiver when closed. 4. Use the ear syringe or nasal aspirator to blow (with air only) any debris from the transmitter and receiver areas. Ear Syringe Receiver 5. Lower the scanner cover and press it down firmly until both sides latch. Operator s Guide 117

131 Chapter 5: Maintenance Cleaning the UDDS Sensor 6. Test the scanner to ensure that the scanner is functioning properly. If it is not, call Scantron Customer Support as described in Requesting Support on page Scantron i NSIGHT 20 Plus Scanner

132 Removing and Replacing the Separation Module Chapter 5: Maintenance Removing and Replacing the Separation Module 1. Push the separation module up to snap it out and lift it out of position. 2. Inspect the separation module. If the separation module tires show signs of wear or damage, see Replacing the Separation Module Tires on page 120. If you are replacing the separation module, insert the new separation module by aligning the tabs with the slots and snapping it into position. Tab Slot Operator s Guide 119

133 Chapter 5: Maintenance Replacing the Separation Module Tires Replacing the Separation Module Tires 1. Remove and inspect the separation module as described in steps 1 through 2 of Removing and Replacing the Separation Module on page While holding onto the separation module, rotate the release lever back so you can access the separation roller. CAUTION: The separation module is spring-loaded and will snap back if you do not hold it in place. 120 Scantron i NSIGHT 20 Plus Scanner

134 Chapter 5: Maintenance Replacing the Separation Module Tires 3. Remove the separation roller from the separation module housing. 4. Remove each tire by sliding the tire off the core. 5. Install each new tire by gently pulling it over the core. IMPORTANT: Do not overstretch the tire. This may cause the tire to tear. 6. Reinstall the new separation module by aligning the tabs with the slots and snapping it into position. Operator s Guide 121

135 Chapter 5: Maintenance Replacing the Pre-Separation Pad Replacing the Pre-Separation Pad 1. Remove and inspect the separation module as described in steps 1 through 2 of Removing and Replacing the Separation Module on page Hold the separation module in both hands and find the two side tabs that protrude slightly from the back of the separation module. Tabs 3. Push on the side tabs until the pre-separation pad protrudes slightly from the front of the separation module. 122 Scantron i NSIGHT 20 Plus Scanner

136 Chapter 5: Maintenance Replacing the Pre-Separation Pad 4. Grasp the pre-separation pad and pull it out of the separation module. 5. Discard the worn pre-separation pad. 6. Align the side tabs of a new pre-separation pad with the slots on the separation module. 7. Push the pre-separation pad firmly in the slots until the pre-separation pad flap rests lightly against the separation module tires. 8. Reinstall the separation module by aligning the tabs with the slots and snapping it into position. Operator s Guide 123

137 Chapter 5: Maintenance Adjusting the Pre-Separation Roller Tension Adjusting the Pre-Separation Roller Tension If you are experiencing multi-feeds or document jams, it may be necessary to adjust the pre-separation roller tension. 1. Remove and inspect the separation module as described in steps 1 through 3 of Removing and Replacing the Separation Module on page Locate the spring on the separation module. Spring 124 Scantron i NSIGHT 20 Plus Scanner

138 Chapter 5: Maintenance Adjusting the Pre-Separation Roller Tension 3. Lift the spring from the holder and move it to the left or right as desired to adjust the tension. 4. When finished, reinsert the separation module by aligning the tabs with the slots and snapping it into position. Operator s Guide 125

139 Chapter 5: Maintenance Removing and Replacing the Feed Module Removing and Replacing the Feed Module Degradation of feeder performance, multiple feeds, and stoppages indicate a need to change the feed module. Certain paper types such as carbonless paper or newsprint, or failure to clean regularly, and/or use of nonrecommended cleaning solvents can shorten the feed module life. NOTE: The paper present sensor is located to the right of the feed module. Be careful not to damage the paper present sensor when removing or cleaning around the feed module. Paper Present Sensor 1. Remove the input tray by gently pushing it to the left or right to release the pin from the slot, and lift it out of position. 126 Scantron i NSIGHT 20 Plus Scanner

140 Chapter 5: Maintenance Removing and Replacing the Feed Module 2. Lift the tab of the feed module cover and remove it from its position. 3. Rotate the feed module upward and push it to the left to lift it out of position. Operator s Guide 127

141 Chapter 5: Maintenance Removing and Replacing the Feed Module 4. Inspect the feed module. If the feed module tires show signs of wear or damage, replace the tires as described in Replacing the Feed Module Tires on page 130. If other parts appear worn or damaged, replace the feed module with a new one. 5. Using a vacuum or emulsiclean wipe, remove dust and debris from the feed module area. 128 Scantron i NSIGHT 20 Plus Scanner

142 Chapter 5: Maintenance Removing and Replacing the Feed Module 6. Insert the feed module by aligning the pins and pushing it toward the left to fit it into position. Be sure the gears are aligned and it snaps into place. 7. Reinstall the feed module cover by aligning the tabs in the slots and pushing the feed module cover down until it snaps into place. Operator s Guide 129

143 Chapter 5: Maintenance Replacing the Feed Module Tires Replacing the Feed Module Tires NOTE: The paper present sensor is located to the right of the feed module. Be careful not to damage the paper present sensor when removing or cleaning around the feed module. Paper Present Sensor 1. Remove and inspect the feed module as described in steps 1 through 4 of Removing and Replacing the Feed Module on page Scantron i NSIGHT 20 Plus Scanner

144 Chapter 5: Maintenance Replacing the Feed Module Tires 2. Remove each core assembly by lifting it up and out of position. 3. Remove each tire by sliding the tire off the core assembly. 4. Install each new tire by gently pulling it over the core. CAUTION: Do not overstretch the tire. This may cause the tire to tear. Operator s Guide 131

145 Chapter 5: Maintenance Replacing the Feed Module Tires 5. Replace the core assembly in the feed module. You may need to slide the shaft to the right or left so the core fits properly within the feed module housing. 6. Repeat the replacement procedure outlined above for the other core assembly. 7. Using a vacuum or emulsiclean wipe, remove dust and debris from the feed module area. 8. Insert the feed module by aligning the pins and pushing it toward the left to fit it into position. Be sure the gears are aligned and it snaps into place. 9. Reinstall the feed module cover by aligning the tabs in the slots and pushing the feed module cover down until it snaps into place. 132 Scantron i NSIGHT 20 Plus Scanner

146 NOTES Chapter 5: Maintenance Replacing the Feed Module Tires Operator s Guide 133

147 Chapter 5: Maintenance Replacing the Feed Module Tires 134 Scantron i NSIGHT 20 Plus Scanner

148 In this chapter: LED Codes page 136 Indicator Light and Function Window page 138 Lamps page 140 Clearing Document Jams page 141 Troubleshooting Chart page Chapter 6: Troubleshooting Occasionally you may encounter a situation with your scanner where it may not function properly. Refer to the information in this chapter to help you resolve the situation before calling Customer Support. Operator s Guide 135

149 Chapter 6: Troubleshooting LED Codes LED Codes The following table provides a list of the codes that may be displayed in the LCD display with a corresponding message. Codes Message Explanation/Action 0 Check USB cable Indicates that there is no USB connection or the USB cable is not securely attached. Power saver mode Scanning... Indicates the scanner is in power saver mode. No action is required. The scanner is scanning documents. U5, E3 Rescan documents USB cable has been disconnected while the scanner was running. U6 Clear paper path and close cover Open the scanner cover and verify that all documents are removed from the paper path. Then close the scanner cover. U8 Multifeed A multifeed document has been detected. Clear the multifeed condition. The document you are trying to scan is too long. 136 Scantron i NSIGHT 20 Plus Scanner

150 Chapter 6: Troubleshooting LED Codes Codes Message Explanation/Action U9 Paper jam Document jam or the paper path is blocked. Clear the documents from the paper path. E1, E2 Turn the power off and then on again. If the problem persists, call Customer Support. E2, E4, E7 Turn power off then on Turn the power off and then on again. If the problem persists, call Service. Operator s Guide 137

151 Chapter 6: Troubleshooting Indicator Light and Function Window Indicator Light and Function Window The indicator light and function window provide information on the current state of the scanner. This light (and function window) Red to flashing green to green Steady green Flashing green Steady red with a 0 Steady red with a 1-5, 7, or 8 indicate(s) scanner is powering up scanner is ready to scan or scanning scanner initialization is in process scanner is not connected to the host PC call Customer Support 138 Scantron i NSIGHT 20 Plus Scanner

152 Chapter 6: Troubleshooting Indicator Light and Function Window This light (and function window) Steady red with a 6 Steady red with a 9 indicate(s) scanner cover is open document jam NOTE: The numbers 1-9 may be displayed when the scanner s LED is green. These are function numbers, not error codes. Used together with the Start button and Click&Scan functionality, the function buttons greatly improve ease of use. For more information about Click&Scan, see Chapter 4, Document Imaging Basics. Operator s Guide 139

153 Chapter 6: Troubleshooting Lamps Lamps Lamp warm up and shut off periods vary depending on the software that you are using. See the table below: Software Warm up Shut off ScanTools Plus associated data collection diagnostic software N/A 240 minutes Click&Scan 10 seconds 0 to 240 minutes based on Power Saver setting in Device Settings NOTES: The scanner changes to low power mode after 15 minutes of inactivity. If you want to shut off the lamps sooner than 240 minutes after running a ScanTools Plus application, simply run Click&Scan with the Power Saver Device Setting set to the desired shut off time. 140 Scantron i NSIGHT 20 Plus Scanner

154 Clearing Document Jams Chapter 6: Troubleshooting Clearing Document Jams If your scanner stops scanning due to a document jam, follow the procedures below. 1. Open the scanner cover. Scanner Cover Release 2. Remove any jammed documents from inside the scanner. 3. Close the cover. Operator s Guide 141

155 Chapter 6: Troubleshooting Troubleshooting Chart Troubleshooting Chart Use the chart below as a guide to check for possible solutions to problems you may encounter when using the Scantron insight 20 Plus Scanner. Problem Documents are jamming or multiple documents are feeding Possible Solution Make sure that: the side guides are adjusted for the width of the documents you are scanning. the output tray is adjusted for the length of the documents you are scanning. all documents meet the specifications for size, weight and type as outlined in Scanner Hardware Features on page 3. the scanner and tires are clean. the spring on the pre-separation module is adjusted to the proper tension. See the procedures in Chapter 5, Maintenance. the feed module and pre-separation module are installed properly and securely in place. See the procedures in Chapter 5, Maintenance. To remove a document jam: IMPORTANT: Do not pull the jammed document out of the scanner without opening the scanner cover first. Be sure the input tray is attached and the scanner is tilted before opening the cover. Open the scanner cover. See Opening and Closing the Scanner Cover on page 107 for more information. Remove any jammed document(s) from inside the scanner. Close the scanner cover and resume scanning. 142 Scantron i NSIGHT 20 Plus Scanner

156 Chapter 6: Troubleshooting Troubleshooting Chart Problem Possible Solution Scanner does not scan/feed documents No images are being displayed during document imaging Images are not being cropped correctly during document imaging Roller marks or streaks appear on documents after scanning Images have black background bleed-through during document imaging Red, green or blue streaks are running through a color photo Make sure that: the power cord is plugged securely into the back of scanner and the wall outlet. the green LED for the power supply is lit. the power switch is on. the wall outlet is not defective (call a licensed electrician). the PC was restarted after installing the software. document is making contact with the feed rollers. If you are scanning single-sided documents, make sure that the side you want to scan is facing the input tray (face down). For more information, see Document Preparation in Chapter 2, Scanner Basics. If the following cropping options are enabled: Automatically Detect and Straighten (Automatic), Automatically Detect; and your images are not being cropped correctly, clean the imaging area as described in Cleaning the Imaging Guides starting on page 116. Clean the drive rollers. See Chapter 5, Maintenance for details. When scanning translucent documents, black bleedthrough may be displayed on the image. To minimize this, adjust the Contrast value or select Draft (Fixed) in TWAIN or Fixed Processing in ISIS to improve the image. The scanner is dirty and needs to be cleaned. Refer to the cleaning procedures in Chapter 5, Maintenance. Operator s Guide 143

157 Chapter 6: Troubleshooting Troubleshooting Chart Problem Scanner is running slow Unable to scan using Microsoft Office Document Imaging 2007 using the WIA driver Possible Solution Your PC may not meet the minimum requirements for the scanner. The scanner is rated and designed to operate with USB 2.0, but will function in a USB 1.1 port. If you are using a USB 1.1 connection, update your connection to USB 2.0. Select Scantron insight 20 Scanner from the Scanner drop-down list. 144 Scantron i NSIGHT 20 Plus Scanner

158 In this chapter: Registering Your Product page 145 Printed Documentation page 147 The Help System page 148 Training page 149 Internet Resources page 150 Ordering Supplies page 151 Ordering Forms and Print Services page 152 Requesting Support page 153 Services page Chapter 7: Product Support and Services Registering Your Product Outside the U.S. Within the U.S. Contact your local sales agent for product support, registration, and update information. Product registration ensures timely notification of downloadable updates and upgrades which are provided to you as a benefit of an active software subscription or hardware support agreement. Online registration is required for: Notification of downloadable updates and upgrades for drivers and utilities Downloading of the updates and upgrades for drivers and utilities Online support requests NOTE: If you are entitled to updates or upgrades, you may obtain them on physical media for an extra fee. Operator s Guide 145

159 Chapter 7: Product Support and Services Registering Your Product Online Registration 1. Go to the Scantron Web site at 2. Select Training & Support Product Registration. The Product Registration page opens. 3. Enter the appropriate information, and click Submit to register your software product with Scantron Customer Support. Registering your product ensures you of timely notification of product updates and upgrades. 146 Scantron i NSIGHT 20 Plus Scanner

160 Printed Documentation Chapter 7: Product Support and Services Printed Documentation Your insight 20 Plus scanner comes with printed documentation for the scanner and the included software. The documentation set provides information on packaging, installation, setup, operation, and configuration for users and system administrators. The printed documentation set for the insight 20 Plus consists of the following: What s in This Box for the insight 20 Plus Scanner (Publication Number xxx*) Quick Start for the insight 20 Plus Scanner (Publication Number xxx*) Quick Tips for the insight 20 Plus Scanner (Publication Number xxx*) ScanTools Plus Installation Guide** (Publication Number xxx*) * Where xxx indicates the current revision number. ** This documentation is included only if your scanner came bundled with ScanTools Plus data collection software. In addition, copies of most printed documentation, in PDF files, are also available on the insight Scanner Utilities and ScanTools Plus CDs. Operator s Guide 147

161 Chapter 7: Product Support and Services The Help System The Help System Your insight 20 Plus scanner does not come with a Help system specifically for the hardware. However, the Scantron software products that you use with your scanner each come with a Help system that includes comprehensive information that may help you with your hardware issues. Use the Index and Search features in the software Help system to find information about how your scanner and software work together. If you are facing a hardware issue, be sure to check the software Help system for information before calling Scantron Support (within the U.S.) or your local sales agent (outside the U.S.). 148 Scantron i NSIGHT 20 Plus Scanner

162 Training Outside the U.S. Within the U.S. Chapter 7: Product Support and Services Training Contact your local sales agent for training information. While Scantron does not offer training specifically for your scanner hardware, we do offer training on most Scantron software products used with your scanner. Training is available for: ScanTools Plus software ScanFlex TM Option Scantron DesignExpert TM Software Prosper TM assessment system RealTime Character Recognition utilizing NestorReader TM Remark Classic OMR Software Types of training available include classroom training, web seminars, and Quick Start orientations. For more information or to sign up for training: Visit our Web site at or Call Scantron Training at (extension 6123). Operator s Guide 149

163 Chapter 7: Product Support and Services Internet Resources Internet Resources Go to to access the Scantron Customer Support Web site. It gives you access to the following: Outside the U.S. Frequently Asked Questions (FAQs) with answers about scanning hardware and software products. Within the U.S. Online registration of your scanner or software product with Scantron Customer Support. This ensures you of timely notification of product updates and upgrades. Frequently Asked Questions (FAQs) with answers about scanning hardware and software products. Software updates (including driver and utility updates for scanners) that you can download if you have a current software subscription or hardware support agreement. NOTE: New licensees of Scantron software products have access to these support resources. Continued access to some of these resources requires a continuing software subscription support agreement. 150 Scantron i NSIGHT 20 Plus Scanner

164 Ordering Supplies Outside the U.S. Within the U.S. Chapter 7: Product Support and Services Ordering Supplies Contact your local sales agent to order supplies. We offer quick, easy access to supplies and user manuals for your Scantron scanner and software. You can order online or by phone or fax: Online Scantron Online Store Click Supplies. Phone or Fax Scantron Supplies Business Center 1313 Lone Oak Road Eagan, MN Phone Fax NOTE: Promotional offers are typically available for online purchases only. Operator s Guide 151

165 Chapter 7: Product Support and Services Ordering Forms and Print Services Ordering Forms and Print Services Outside the U.S. Within the U.S. Contact your local sales agent for forms and print services information. Standard Forms Scantron has a large variety of standard forms to meet your data collection needs. For an illustrated list of the forms available and to order online, visit the Web site below. To order by phone, contact Scantron Print Services at the numbers shown below. Online Scantron Online Store Phone or Fax Scantron Print Services Phone Fax Custom Form Design and Other Services In addition to standard forms, Scantron Print Services can also assist with custom form design. Once you have an idea of what the project entails, call Scantron Print Services at the numbers below to discuss the project with a Customer Service Representative (CSR). Scantron CSRs have the expertise needed to ensure that the job gets done right, and with the value added features that you desire. Other services available through Scantron Print Services include background form images, merge template creation, high volume merge printing projects, and delivery and fulfillment services. Phone or Fax Scantron Print Services Phone Fax Scantron i NSIGHT 20 Plus Scanner

166 Requesting Support Chapter 7: Product Support and Services Requesting Support Outside the U.S. Within the U.S. Contact your local sales agent for support. If you have questions about your scanner that are not answered by the printed documentation, the Help system, or call Scantron Customer Support. When you call Scantron, an operator will ask you to describe your problem. The operator will then relay information about the problem to an analyst who will call you back as soon as possible. You can reach Customer Support from 8:00 A.M. to 5:00 P.M. Monday through Friday, your local time (except for Alaska and Hawaii where support is available through 7:00 P.M. CST). Before calling: 1. Know the serial number of the product you are calling about. The serial number for your insight 20 Plus can be found on the bottom of the scanner. 2. Write down a description of your problem. Include a sequence of the steps leading to the problem. Doing this ensures that you will have all the details you need when you talk to the analyst. 3. Note error messages that appear on your computer screen. 4. Have a description of your hardware ready. Computer, including processor and speed, amount of memory, disk size, available disk storage space, and operating system. Laser printer, if applicable, including whether PostScript or PCL, color or black and white, and equipped for duplex printing or not. 5. Have a description of your software ready. Operator s Guide 153

167 Chapter 7: Product Support and Services Requesting Support The software you are using, the version numbers, and any additional modules that have been installed. 6. Be available with a phone at the scanner. This is so that the analyst will be able to guide you through the troubleshooting process. Scantron Customer Support Phone (U.S. only) Scantron Customer Support can answer your questions about a variety of subjects, including: Installation and configuration Program features and operation Scanner and software troubleshooting Documentation and the Help system Fonts and graphics Software/hardware errors Laser printing forms ScanFlex and PrintFlex 154 Scantron i NSIGHT 20 Plus Scanner

168 Services Outside the U.S. Within the U.S. Chapter 7: Product Support and Services Services Contact your local sales agent for services information. A variety of services are available including custom data collection solutions, survey research services, equipment maintenance, equipment installation, network installation, custom training solutions, custom application development, database support, software support for custom applications, and consulting services. For information on any of these services, contact Scantron: Online Phone Operator s Guide 155

169 Chapter 7: Product Support and Services Services NOTES 156 Scantron i NSIGHT 20 Plus Scanner

170 In this chapter: Ink Form Color Options (1 Color) page 158 Pencil Form Color Options (1 Color) page 159 Pencil Form Color Combinations (2 Color).. page 160 Pencil Form Color Combinations (3 Color).. page 164 A Appendix A: Color Options for Data Collection Forms Colors can add interest and clarity to your data collection forms. However, it is important to choose colors that will drop out (not be read by the scanner) properly. Specific colors are approved, depending on whether the respondent uses ink or pencil to fill in the forms. In addition, if using pencil, you can use up to three colors on your forms. See the tables in this appendix for listings of approved colors and color combinations for ink and pencil read forms. Operator s Guide 157

171 Chapter : Color Options for Data Collection Forms Ink Form Color Options (1 Color) Ink Form Color Options (1 Color) Choose a single ink dropout color for your form from the colors below. Drop Out Colors Carnival Fiesta Harvest Pumpkin Raspberry Rose Spice Strawberry Tangerine NOTE: There are no two or three color combinations for ink read forms. 158 Scantron i NSIGHT 20 Plus Scanner

172 Pencil Form Color Options (1 Color) Chapter : Color Options for Data Collection Forms Pencil Form Color Options (1 Color) Choose a single pencil dropout color for your form from the colors below. Drop Out Colors Anchor Caribbean Carnival Cherry Fiesta Frost Harvest Jade Oak Ocean Pumpkin Raspberry Rose Rust Sky Spice Strawberry Tangerine Teal Woodland Operator s Guide 159

173 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Pencil Form Color Combinations (2 Color) The following is a list of approved two color combinations for pencil forms. Color One Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Anchor Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Caribbean Color Two Carnival Cherry Fiesta Harvest Oak Pumpkin Raspberry Rose Rust Spice Strawberry Tangerine Woodland Carnival Cherry Fiesta Harvest Oak Pumpkin Raspberry Rose Rust Spice Strawberry Tangerine Woodland 160 Scantron i NSIGHT 20 Plus Scanner

174 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Carnival Carnival Carnival Carnival Carnival Carnival Cherry Cherry Cherry Cherry Cherry Cherry Fiesta Fiesta Fiesta Fiesta Fiesta Fiesta Frost Frost Frost Frost Frost Frost Frost Frost Frost Frost Frost Frost Color Two Frost Jade Ocean Sky Teal Woodland Frost Jade Ocean Sky Teal Woodland Frost Jade Ocean Sky Teal Woodland Harvest Jade Oak Pumpkin Raspberry Rose Rust Sky Spice Strawberry Tangerine Woodland Operator s Guide 161

175 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Harvest Harvest Harvest Harvest Harvest Jade Jade Jade Jade Jade Jade Jade Jade Oak Oak Oak Oak Ocean Ocean Ocean Ocean Ocean Ocean Ocean Ocean Pumpkin Pumpkin Pumpkin Raspberry Raspberry Color Two Jade Ocean Sky Teal Woodland Oak Pumpkin Raspberry Rose Rust Spice Strawberry Tangerine Ocean Sky Teal Woodland Pumpkin Raspberry Rose Rust Spice Strawberry Tangerine Woodland Sky Teal Woodland Sky Teal 162 Scantron i NSIGHT 20 Plus Scanner

176 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (2 Color) Color One Raspberry Rose Rose Rose Rust Rust Rust Sky Sky Sky Spice Spice Strawberry Strawberry Tangerine Tangerine Teal Color Two Woodland Sky Teal Woodland Sky Teal Woodland Spice Strawberry Tangerine Teal Woodland Teal Woodland Teal Woodland Woodland Operator s Guide 163

177 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Pencil Form Color Combinations (3 Color) The following is a list of approved three color combinations for pencil forms. Color One Color Two Color Three Anchor Carnival Woodland Anchor Cherry Woodland Anchor Fiesta Woodland Anchor Harvest Woodland Anchor Oak Woodland Anchor Pumpkin Woodland Anchor Raspberry Woodland Anchor Rose Woodland Anchor Rust Woodland Anchor Spice Woodland Anchor Strawberry Woodland Anchor Tangerine Woodland Caribbean Carnival Woodland Caribbean Cherry Woodland Caribbean Fiesta Woodland Caribbean Harvest Woodland Caribbean Oak Woodland Caribbean Pumpkin Woodland Caribbean Raspberry Woodland Caribbean Rose Woodland Caribbean Rust Woodland Caribbean Spice Woodland Caribbean Strawberry Woodland Caribbean Tangerine Woodland Carnival Frost Jade Carnival Frost Sky 164 Scantron i NSIGHT 20 Plus Scanner

178 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Color One Color Two Color Three Carnival Frost Woodland Carnival Ocean Woodland Carnival Teal Woodland Cherry Frost Jade Cherry Frost Sky Cherry Frost Woodland Cherry Ocean Woodland Cherry Teal Woodland Fiesta Frost Jade Fiesta Frost Sky Fiesta Frost Woodland Fiesta Ocean Woodland Fiesta Teal Woodland Frost Harvest Jade Frost Harvest Sky Frost Harvest Woodland Frost Jade Oak Frost Jade Pumpkin Frost Jade Raspberry Frost Jade Rose Frost Jade Rust Frost Jade Spice Frost Jade Strawberry Frost Jade Tangerine Frost Oak Sky Frost Oak Woodland Frost Pumpkin Sky Frost Pumpkin Woodland Frost Raspberry Sky Frost Raspberry Woodland Operator s Guide 165

179 Chapter : Color Options for Data Collection Forms Pencil Form Color Combinations (3 Color) Color One Color Two Color Three Frost Rose Sky Frost Rose Woodland Frost Rust Sky Frost Rust Woodland Frost Sky Spice Frost Sky Strawberry Frost Sky Tangerine Frost Spice Woodland Frost Strawberry Woodland Frost Tangerine Woodland Harvest Ocean Woodland Harvest Teal Woodland Oak Ocean Woodland Oak Teal Woodland Ocean Pumpkin Woodland Ocean Raspberry Woodland Ocean Rose Woodland Ocean Rust Woodland Ocean Spice Woodland Ocean Strawberry Woodland Ocean Tangerine Woodland Pumpkin Teal Woodland Raspberry Teal Woodland Rose Teal Woodland Rust Teal Woodland Spice Teal Woodland Strawberry Teal Woodland Tangerine Teal Woodland 166 Scantron i NSIGHT 20 Plus Scanner

180 I Index A acoustic emission adjusting input tray output tray air quality automatic feeding auxiliary USB port B both LEDs at same time , 136 bottom LED C calibration repeating cleaning drive rollers schedule feed module tires , 113 imaging guides schedule paper path schedule precautions , 106 separator module tires schedule transport area schedule cleaning sheets (transport area) clearing document jams , 141 Click&Scan configuration dialog box edit window edit window toolbar buttons function listing function numbers functionality installing software , 80 software requirements uninstalling updating Click&Scan Software collecting data color options ink form 1-color pencil form 1-color color color color, initial settings compressed air, cleaning and computer hookup configuration dialog box configuring the scanner connecting Operator s Guide 167

181 power cord USB cable Connexion Aux Systèmes D alimentation Électrique consumables disposal of consumables, ordering content settings creating color/grayscale/b&w images 92 creating multiple images different settings for each side of document 98 continuous feeding correction fluids, document imaging and.. 36 customer support requesting D data collection automatic feeding continuous feeding defined features manual feeding paper types paper weights preparing documents for scanner speed and test digital storage disposing of consumables document imaging automatic feeding continuous feeding correction fluids and defined , 77 document size features inks and manual feeding paper specifications paper weights preparing documents for scanner speed and system requirements test document size, document imaging documents preparing for scanning scanning streaks SEE ALSO forms OR paper double-sided, initial settings drive rollers cleaning maintenance schedule drivers installing uninstalling updating E electrical noise EMC statements emulsiclean wipes, part number Energy Star environmental Information error codes , 136 error, false paper jam F FCC rules features, scanner feed module Feeder Consumables Kit and maintenance schedule replacing feed module tires cleaning maintenance schedule replacing Feeder Consumables Kit, part number feeding automatic continuous manual file formats, document imaging flooring folding input/output trays footprint form color options ink 1 color pencil 1 color color color Scantron i NSIGHT 20 Plus Scanner

182 forms ordering reading scanning function numbers G gap release lever getting ready to scan green and red at same time , 136 green flashing , 136 green on steady , 136 H humidity I images collecting imaging guides cleaning part number replacing indicator lights , 136 initial settings ink document imaging and input tray adjusting attaching extender form placement insight Scanner Utilities Software installing uninstalling updating installing getting ready to scan software drivers & utilities J jams clearing , 141 paper L labels, warning lamps, SEE readheads LEDs , 24, 39, 136 location lower imaging guide part number M main insight 20 Plus Scanner window. 78 main insight 20 Plus scanner window.. 91 maintenance schedule manual feeding marks, reading material data safety sheets , 106 MSDS, SEE material data safety sheets multiple documents feeding multiple images O output tray adjusting P pad, pre-separation, SEE pre-separation pad paper acceptable sizes data collection document imaging acceptable weights capacity paper clips, removing before scanning paper jam errors, false paper path, cleaning paper types data collection document imaging paper weights data collection document imaging part numbers pencil form color combinations 2 color color pencil form color options (1 color) Operator s Guide 169

183 phone access power button power cord attaching selecting power port power saver power source powering scanner on precautions cleaning user preparing for scanning pre-separation pads Feeder Consumables Kit and maintenance schedule replacing print services problem solving product registration R readheads behavior shutoff times , 140 reading images marks recalibrating message recycling product packaging red and green at same time , 136 red on steady , 136 registration , 145 removing staples, paper clips replacement parts replacing feed module , 126 feed module tires schedule imaging guides pre-separation pad , 120 separator module schedule separator module tires schedule resolution, document imaging rollers, drive, SEE drive rollers Running S safety information scanner components cover release lever features initial settings power on recalibration message registration selecting a location starting and stopping supplies and consumables will not scan/feed documents scanner cover Scanner Exerciser installing scanner speed data collection mode document imaging mode scanning getting ready multiple documents preparing documents single pages ScanTools Plus configuring the scanner with installing uninstalling schedule schedule, maintenance scheduling installation appointment security separator module cleaning Feeder Consumables Kit and maintenance schedule separator module tires cleaning maintenance schedule side access door single pages, feeding size software, drivers and utilities installation.. 47 space staples, removing before scanning starting and stopping scanner staticide wipes part number Scantron i NSIGHT 20 Plus Scanner

184 precautions storing input/output trays storing images streaks supplies ordering supplies, cleaning support requesting system requirements document imaging T temperature testing data collection document imaging The timing marks placement for scanning tires feed module cleaning maintenance schedule Feeder Consumables Kit and separator module maintenance schedule top LED transport area cleaning cleaning sheets part number maintenance schedule troubleshooting chart TWAIN driver TWAIN driver, installing TWAIN driver, SEE ALSO drivers types, paper SEE paper types U ultrasonic multi-feed detection unfolding forms uninstalling drivers and utilities ScanTools Plus updating drivers & utilities upper imaging guide part number USB cable, connecting USB port utilities installing uninstalling updating W warning labels WEEE weight weights, paper SEE paper weights wipes emulsiclean staticide Operator s Guide 171

185 NOTES 172 Scantron i NSIGHT 20 Plus Scanner

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187 insight tm 20 Plus Scanners You ve just purchased a Scantron insight 20 Plus OMR and image scanner. For over 30 years, Scantron scanners have offered accurate and reliable data capture through both Optical Mark Recognition (OMR) and image scanning. The insight 20 Plus from Scantron is a compact, affordable desktop model scanner that combines document imaging technology along with the proven data collection capabilities and accuracy of optical mark recognition (OMR). Trust the Scantron family of high-accuracy data collection tools with unique OMR and image capture features to streamline your current processes, and provide you with a springboard to take advantage of emerging technologies. Please visit us at for a complete overview of i NSIGHT 20 Plus scanner capabilities or call us at SCANTRON ( ) for more information Scantron Corporation. All rights reserved. Scantron and the Scantron logo are registered trademarks. P/N