burroughs smartsource series Operating instructions

SmartSource®Series
Installation and Operations Guide
December 2015 4326 9562-007
© 2015 Burroughs, Inc.
All rights reserved.

NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THIS DOCUMENT. Any product or related information described herein is only furnished
pursuant and subject to the terms and conditions of a duly executed agreement to purchase or lease equipment or to license software. The only warranties
made by Burroughs, Inc., if any, with respect to the products described in this document are set forth in such agreement. Burroughs cannot accept any
financial or other responsibility that may be the result of your use of the information in this document or software material, including direct, special, or
consequential damages.
You should be very careful to ensure that the use of this information and/or software material complies with the laws, rules, and regulations of the
jurisdictions with respect to which it is used.
The information contained herein is subject to change without notice. Revisions may be issued to advise of such changes and/or additions.
Notice to U.S. Government End Users: This is commercial computer software or hardware documentation developed at private expense. Use,
reproduction, or disclosure by the Government is subject to the terms of Burroughs standard commercial license for the products, and where applicable,
the restricted/limited rights provisions of the contract data rights clauses.
FCC Statement
The statement below is included in this document to comply with a Federal Communications Commission (FCC) regulation. The FCC is an agency of the
United States government; thus, the statement below applies to computing equipment installed in the United States of America. Burroughs is taking
appropriate steps to be in compliance with FCC regulations and similar regulations of other countries.
Note: This equipment has been tested and found to comply with the limits for a Class A 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 instructions, 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 help.
Caution
Changes or modifications not expressly approved by Burroughs could void your authority to operate this equipment.
Canadian Regulatory Label
CAN ICES-3 (A)/NMB-3(A)
Burroughs is a registered trademark licensed to Burroughs, Inc. in the United States and other countries. SmartSource is a registered trademark of
Burroughs, Inc. All other brands and products referenced in this document are acknowledged to be the trademarks or registered trademarks of their
respective holders.

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Contents
Section 1 Setting up the Unit...............................................................................1-1
Select a Place for the Unit .....................................................................1-1
Need Help?............................................................................................1-2
Unpack the Box and Check for These Items! ........................................1-3
SmartSource Value, Professional, and Expert Units .............................1-4
Install the Floor Extender.......................................................................1-5
Install the Franker Option.......................................................................1-5
Install the Inkjet Cartridge Option...........................................................1-5
Inkjet Cartridge Capacity........................................................................1-6
Connect the Cables................................................................................1-6
Value and Professional Units ..........................................................1-7
Expert Units.....................................................................................1-8
Section 2 Operating the Unit................................................................................2-1
Power On and Off ..................................................................................2-1
Status Lights ..........................................................................................2-2
Expert LCD Display................................................................................2-3
Set Up for Document Flow.....................................................................2-3
Adjust the Check Limiter (Professional and Expert Units).....................2-4
Remove the Covers ...............................................................................2-5
Adjust the Endorser Height....................................................................2-6
Document Preparation...........................................................................2-9
Align Checks for Loading.....................................................................2-11
Inserting Documents (Professional and Expert Units).........................2-12
Processing Documents –Professional and Expert Units
(Document Flow) .............................................................................2-14
Start/Stop Button (Professional and Expert Units)...............................2-14
Inserting Documents (Value Units) ......................................................2-15
Remove Items from Pocket and Check Work (All Units) .....................2-16
Stopped Document in Track Conditions ..............................................2-16
Clearing Stopped Items in Track..........................................................2-17
Using the Start/Stop Button to Move Stopped Items to a
Pocket (Professional and Expert Units)...........................................2-18
Manually Removing Stopped Items from the Track (All Units)............2-19
Section 3 Cleaning the Unit..................................................................................3-1
Cleaning Supplies..................................................................................3-2
Detailed Cleaning Sequence .................................................................3-3
Turn Unit Off...........................................................................................3-4
Remove Inner and Outer Covers...........................................................3-5

Contents
ii 4326 9562-007
Remove Front Image Camera “Removable Wall” ................................. 3-5
Remove Franker Roller (if Present) and Rear Image Camera
“Removable Wall”..............................................................................3-7
Clean Rear Image Camera “Removable Wall” (and, if
Necessary, Replace Ink Pad)............................................................3-8
Remove Staples, Paper Clips, and Visible Debris from the
Track..................................................................................................3-9
Blow Air Along Entire Track (Paper Path) with Micro-duster...............3-10
Clean Front and Rear Image Glass and “Fixed” Rear Image
Camera Wall....................................................................................3-11
Clean Ink off the Endorser Cartridge and Cartridge Housing..............3-13
Section 4 Ordering Replacement Items.............................................................. 4-1
Section 5 Solving Problems ................................................................................ 5-1
Paper Clip/Staples/Debris in Track........................................................ 5-3
Document Double-Feeds Increase........................................................ 5-4
All Problems...........................................................................................5-5
Power Supply..................................................................................5-5
Communications/Connections ........................................................5-5
Communications/Connections (continued)..................................... 5-6
Unusual Noises............................................................................... 5-6
Indicators/Controls..........................................................................5-7
Jams or Unexpected Paper Stops ..................................................5-7
Feeder.............................................................................................5-8
Feeder (continued).......................................................................... 5-9
Feeder (continued)........................................................................5-10
Reader ..........................................................................................5-11
Image ............................................................................................5-12
Endorser........................................................................................ 5-13
Endorser (continued).....................................................................5-14
Pockets ......................................................................................... 5-15
LCD Display (Expert Units)........................................................... 5-15
Parts..............................................................................................5-16

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Tables
Table 3-1 Cleaning Supplies for Rapid and Detailed Cleaning .................................................. 3-2
Table 3-2 SmartSource Series Cleaning Kit............................................................................... 3-2
Table 3-3 SmartSource Series Starter Kit .................................................................................. 3-3
Table 4-1 Replacement Items..................................................................................................... 4-2

Tables
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4326 9562-007 1-1
Section 1
Setting up the Unit
Select a Place for the Unit
Indoor only
Flat, stable surface
Clearance
At front, to load and remove documents.
Above, to remove covers and access the track.
Between the sides of the unit and a monitor (if the unit is located next to a
monitor) to reduce interference with the magnetic ink character recognition
(MICR) reader inside the unit.
At rear, to:
Turn the unit on.
Connect the power cord (from the power supply), the USB interface cable,
and protect those connections.
Near PC or network connection
Near an AC power outlet
Adequate ventilation
Away from water/moisture/high humidity, heat/direct sunlight, dust
Operating temperature: 0 to 35° C (32 to 95° F)
Storage temperature: -20 to 60° C (-4 to 140° F)
Shipping temperature: -40 to 65° C (-40 to 149° F)
Operating humidity: 10% to 85% (non-condensing)
Storage humidity: 5% to 95% (non-condensing)
Notes:
SmartSource Professional and Value units draw a maximum of 48 watts of power,
and Expert units draw a maximum of 60 watts of power from a 100 to 240 VAC,
50/60 Hz outlet. All units draw 2.0 amps (maximum) of current from the included 24
VDC power supply.
Each unit must be operated with Burroughs power supply 75-0580-904 and no other.

Setting up the Unit
1-2 4326 9562-007
Caution
The SmartSource unit may be susceptible to “burst” or “electrical fast
transient” (EFT) noise entering the unit through the power cord. These types
of noise signals are caused by large electrical equipment (such as heating
and cooling units) connected to nearby electrical outlets. Burst or EFT noise
may cause the SmartSource to stop functioning, requiring the operator to
restart the SmartSource and its application(s).
If this occurs,
Plug the SmartSource into an electrical outlet on a different branch of the power
distribution system where large electrical equipment is not connected to nearby
outlets.
Plug the SmartSource into a line conditioning device or an uninterruptible power
source (available from Burroughs supplies).
Need Help?
Burroughs Help Desk 1-800-BURROUGHS (1-800-287-7684)
Burroughs on the worldwide web (for general product information and training videos)
www.burroughs.com
Burroughs supplies and replacement items
www.burroughsstore.com

Setting up the Unit
4326 9562-007 1-3
Unpack the Box and Check for These Items!

Setting up the Unit
1-4 4326 9562-007
SmartSource Value, Professional, and Expert Units

Setting up the Unit
4326 9562-007 1-5
Install the Floor Extender
Note: The Value and early Professional and Expert units have separate floor extenders that must
be installed when the unit is received. Open Professional and Open Expert units are shipped with a
permanently attached floor extender that does not require this assembly.
Install the Franker Option
Use the instructions provided with the Franker shipping container.
Install the Inkjet Cartridge Option
To install the ink cartridge, use the instructions packed next to the Inkjet Cartridge pouch in the unit
shipping box.
For additional/replacement cartridges, order the Inkjet Cartridge (82-2120-984) from Burroughs (see
Section 4 of this guide).

Setting up the Unit
1-6 4326 9562-007
Inkjet Cartridge Capacity
The operational life of the inkjet cartridge varies with
Endorsement application parameters
Number of endorsement lines per document
Number of characters printed per line
Character font selection
Print quality settings
Printing of graphics and/or logos
Document batch size
The capacity of the inkjet cartridge can range from approximately 1,300,000 up to 5,300,000
characters depending on the operational settings and workflow. It is recommended that the
cartridge capacity be tested by the user in the actual print environment to determine actual usage.
Connect the Cables
Follow these steps to connect the cables to the unit. Refer to the following figures.
1. Turn the unit OFF
2. Connect the power supply cable to the unit
3. Connect the AC power cord to the power supply
4. Plug the AC power cord into an outlet
5. Load the software and drivers on the PC
Note: The unit software and drivers must be loaded on the PC before connecting the USB (or
Ethernet) cable from the unit to the PC
6. Connect the USB (or Ethernet) cable
7. Turn the unit ON
After the cables have been connected and the software has been installed on the PC, the unit is
now ready for operation.

Setting up the Unit
4326 9562-007 1-7
Value and Professional Units

Setting up the Unit
1-8 4326 9562-007
Expert Units

4326 9562-007 2-1
Section 2
Operating the Unit
Power On and Off
1. Turn the unit ON or OFF using the switch on the back of the unit.
a. Press “|” on the power switch to turn the unit ON.
b. Press “O” on the power switch to turn the unit OFF.
2. When the unit is turned on, there should be a green light on the power supply.
3. The top status light on the unit should be solid green and the middle status light
should blink lighter green. Refer to Section 5 if a problem occurs.

Operating the Unit
2-2 4326 9562-007
Status Lights
Three lights on the top of the unit indicate the status of the unit and the software application that
runs on the host PC. You should consult your application documentation for information on the
meaning of the bottom light, the application status light. When lit, this light is always yellow (solid or
blinking).
The following table shows the status light colors, patterns/meanings, and operator actions.

Operating the Unit
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Expert LCD Display
The display may provide additional information, depending on your application.
Set Up for Document Flow
When you prepare to process documents, you should
Adjust the position of the check limiter on Professional and Expert units
Remove the covers
Check the height position of the endorser housing
Replace the covers

Operating the Unit
2-4 4326 9562-007
Adjust the Check Limiter (Professional and Expert Units)
On Professional and Expert units, adjust the position of the check limiter to match the length of the
longest checks or papers in the batch you will process (if the items are longer than the pocket).
Note: The check limiter is optional on Value units.

Operating the Unit
4326 9562-007 2-5
Remove the Covers
All units –Expert, Professional, and Value -- have two top covers, an outer cover and an inner
cover.
1. Remove the top inner and outer covers. Grasp each cover and lift it straight up and
off the unit.

Operating the Unit
2-6 4326 9562-007
Adjust the Endorser Height
The endorser height can be manually adjusted to one of two (2) print positions.
1. Press the tab toward the cartridge to release it.
2. Slide the ink cartridge housing up or down to the desired height until it clicks into
place.