CSSN ScanShell 1000 User manual

User Manual
Version 8.15.5

Disclaimer 2
Disclaimer
Warranty
Card Scanning Solutions provides this publication “as is” without warranty of any
kind, either express or implied, including, but not limited to, the implied warranties of
merchantability or suitability for any particular purpose.
Card Scanning Solutions reserves the right to revise this publication, and to make
changes in the content hereof from time to time without notification. Some countries
or states in the USA do not allow a disclaimer of express or implied warranties in
certain transactions; if you are a resident of such country or state, this statement may
not apply to you.
This publication may include technical inaccuracies or typographical errors. Changes
are made periodically to the information herein; these changes will be incorporated in
new editions of the publication. Card Scanning Solutions may make improvements
and/or changes in the products and/or the software described in this publication at any
time.
Notice to User
This manual should not be construed as a representation or warranty with respect to
the software named herein. Occasionally, changes or variations exist in the software
that are not reflected in the manual. Generally, if such changes or variations are
known to exist and to affect the product significantly, a release note or “read me” file
accompanies the manual and/or the distributed software. In that event, be sure to read
the release note or “read me” file before using the product.
Publication
The descriptions, specifications, design and procedures contained in this manual were
effective at the time of publication of this manual. Card Scanning Solutions reserves
the right to modify any of the above at any time without notice and without incurring
obligations.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Table of Content 3
Table of Content
DISCLAIMER................................................................................................................2
Warranty................................................................................................................2
Notice to User........................................................................................................2
Publication.............................................................................................................2
TABLE OF CONTENT ....................................................................................................3
TABLE OF FIGURES......................................................................................................4
1. GETTING STARTED.........................................................................................5
BEFORE USING THE SCANNER ......................................................................................5
MINIMUM SYSTEM REQUIREMENTS .............................................................................5
CONNECTING THE SCANNER ........................................................................................5
INSTALLATION ............................................................................................................7
UNINSTALL .................................................................................................................7
2. INTRODUCTION................................................................................................8
THE PROGRAM INTERFACE .........................................................................................9
THE MAIN SCREEN CONTROLS .....................................................................................9
3. CONFIGURING THE PROGRAM.................................................................12
DATA SOURCE ..........................................................................................................13
SAVING OPTIONS .......................................................................................................14
Image manual save ..............................................................................................14
Image auto save ...................................................................................................14
FILE NAMING ............................................................................................................15
DATA EXTRACTION TAB (*MEDICSCANOCR ONLY) ................................................17
Extract full image to file ........................................Error! Bookmark not defined.
Extract face image to file.......................................Error! Bookmark not defined.
Extract signature image to file...............................Error! Bookmark not defined.
Extract ID data to a file (*MedicScanOCR Only).Error! Bookmark not defined.
Append records:...................................................................................................19
MEDIC TEXT EXPORT TAB (*MEDICSCANOCR ONLY)..............................................20
IMAGE TAB................................................................................................................21
Scanner Calibration.............................................................................................23
Cleaning the Scanner...........................................................................................23
PRINTING –PRINT TAB ..............................................................................................24
Image Print Size...................................................................................................24
LIVE UPDATE ............................................................................................................26
4. PROGRAM OPERATION...............................................................................28
OVERVIEW ................................................................................................................28
SCANNING A NEW DOCUMENT ...................................................................................29
ID DATA (*MEDICSCANOCR ONLY) .......................................................................30
ID data saving......................................................................................................30
ID CARD AUTHENTICATION (*MEDICSCANOCR ONLY)...........................................31
To authenticate a card:........................................................................................31
Understanding the authentication status light.....................................................32
What to do when verification fails?.....................................................................32
READING PASSPORTS (*MEDICSCANOCR ONLY) ....................................................33

Table of Content 4
5. APPENDIX A – SUPPORTED STATES FOR DETECTION......................35
6. APPENDIX B – SUPPORTED SCANNERS ..................................................38
7. APPENDIX C - MAINTAINING THE SCANNER .......................................39
CALIBRATING THE SCANNER .....................................................................................39
CLEANING THE SCANNER ..........................................................................................39
8. APPENDIX D - MINIMIZED INTERFACE MODE & COMMAND-LINE
SWITCHES................................................................................................................40
USING THE COMMAND LINE SWITCHES ......................................................................40
RUNNING IN MINIMIZED INTERFACE MODE ...............................................................40
Table of Figures
Figure 1: Main Screen....................................................................................................9
Figure 2: Scanner configuration panel.........................................................................12
Figure 3: File naming configuration ............................................................................15
Figure 4: Scanner configuration panel - License data processing tab .........................17
Figure 5: Scanner configuration panel – Image tab.....................................................20
Figure 6: Scanner configuration panel – Image tab.....................................................21
Figure 7: Document Measurements.............................................................................22
Figure 8: Scanner configuration panel – Print tab .......................................................24
Figure 9: Live Update tab ............................................................................................26
Figure 10: Live Update user details.............................................................................27
Figure 11: ID Data (detailed mode) .............................................................................30
Figure 12: ScanShell 1000, ID placing........................................................................33
Figure 13: The placing of a passport............................................................................34
Figure 14: Main screen in minimized mode ................................................................41
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Getting Started 5
1. Getting Started
Before using the scanner
The application has been carefully packaged to avoid damage during transportation.
Before operating the scanner, please remove the packaging materials. After removing
the packaging materials, you will find the following:
•ScanShell scanner
•CD of the application
•USB interface cable
•User license card
•Calibration card (only with ScanShell 800)
•This manual
Minimum system requirements
The minimum system requirements are:
•Pentium III with 128MB
•Win 98 Second Edition or higher
•USB port
•15 MB free storage space
Connecting the scanner
The scanner is connected to the computer via the USB port. To connect the reader, do
the following:
•Place the scanner on a flat, firm, solid surface with easy access.
•Plug the USB interface cable into the USB port of the computer
•After the Add new hardware wizard dialog box appears, click Next until you
are asked to set the driver for the reader. You’ll find the driver on the
Installation CD at:
-<CD ROM drive>:\Scanner Driver\ScanShell800 (for scanner
model ScanShel800)
-<CD ROM drive>:\Scanner Driver\ScanShell800N (for scanner
model ScanShel800N)
-<CD ROM drive>:\Scanner Driver\ScanShell1000 (for scanner
model ScanShel1000)
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Getting Started 6
-<CD ROM drive>:\Scanner Driver\MagShell900 (for magnetic
reader model MagShel900)
After you specify the driver, click Next until the installation is complete.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Installation 7
Installation
To install the software on the computer, do the following:
1. Close all programs.
2. Insert the CD into the CD ROM drive.
3. Wait until the install program begins and follow the instructions on the screen.
4. If the install program does not automatically start, click the My Computer icon
on the desktop and then select the CD ROM drive.
5. Double click on the Setup program.
Once the Setup program starts, select the application name from the left list and click
on the Setup icon. Enter your license key number when prompt, and follow the
instructions.
Uninstall
To uninstall the software, open the Add-Remove Program control panel. Select the
Application icon and click on Add/Remove. Follow the uninstall instructions until the
operation is completed.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Introduction 8
2. Introduction
Important! This manual refers to two versions of MedicScan: MedicScan and MedicScanOCR.
Please note that if you purchased MedicScan only,some of MedicScanOCR
advanced features (namely text recognition, extraction and manipulation) are not
available in your version. Whenever this manual refers to options that are only
included in MedicScanOCR, they will be marked as “*OCR Only”.
MedicScan scans medical insurance cards, and saves their image in a variety of ways.
When using the automatic page-feed detection, MedicScan launches the scan job
immediately upon the insertion of a document into the ScanShell 800 scanner. In the
ScanShell 1000, the scan job is initiated by pressing any of the scanner buttons. The
image is scanned and saved to the hard disk in a predefined color scheme, resolution,
and scanning area, in a user-defined format (BMP, JPG, PCX, PNG, TIFF, TGA,
PSD). The scanned image can also be rotated automatically, using predefined angles
to obtain the proper orientation. MedicScan offers three naming conventions to the
saved images: fixed name, ascending numerator name, and naming according to the
customer name as extracted from the card.
Full automation of the scan process allows the user to chain-feed the media to the
Scanshell 800 scanner while image processing takes place in the background.
The ScanShell 800 scanner is capable of scanning any photo media due to its
powerful scanning engine – including paper photos, ID cards, and even rigid plastic
credit cards.
The ScanShell 1000 scanner is designed for Passport reading but can also scan any 3"
x 5" or smaller document including ID cards.
MedicScanOCR adds important functionality, namely extensive OCR capabilities. It
extracts the textual information from the medical insurance card image into
appropriate text fields, and saves them to external file, clipboard or third party
software.
With an outstanding card scanning and processing speed of up to 4 seconds per card,
combined with a powerful OCR engine MedicScan and MedicScanOCR are ideal for
customer service offices, government agencies, various businesses, and third party
kiosk applications.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Interface 9
The Program Interface
The following figure shows the application main screen:
Note: Some features are only available in MedicScanOCR – see details below, and the first
paragraph in chapter 2 - Introduction page 8.
Figure 1: Main Screen
The main screen controls
•Always on Top: Toggles the application window between normal mode
and always-on-top mode.
•Help: Shows this document.
•Print Preview: Shows the scanned image and the data before printing.
•Print: Prints the scanned image and the data.
•Toggle Toolbar: Minimizes the application screen to display only a
toolbar with the application controls, and restores the full application screen
again.
•Card Insertion Auto-Detect: Set the automatic detection of card
insertion on and off.
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Program Interface 10
•Live Update: Updates your software with the most recent version, using
the Internet.
•Category: Toggles between Bar Code / Driver
License / Passport, and sets the source for data detection accordingly.
•Driver’s license country: Sets the country and
state to be used for the OCR recognition template. In the case of the US you
can select ‘Auto Detect’ (top of the list), or select a state manually from the
state list.
•Rotate Image: Rotates the image 90 degrees clockwise. This allows you
to control the image orientation prior to saving.
•Zoom Image: Click to enlarge the image for better reading.
•Scan Image: Starts the image scan if using manual scan and
the image source is set to scanner. Otherwise, activates the FILE OPEN
dialog.
Note: ‘Toggle to file’ is possible only if a scanner is physically connected to the PC, or if
the license key used is a temporary key.
•Toggle Image Source: Sets the input image source to
Scanner (ScanShell 800 or ScanShell 1000), Magnetic Strip, or an image file
on the hard disk.
•Scanner Connection: A green light indicates that the scanner is
connected to the PC. A red light indicates that no scanner was found.
•Delete Image: Deletes the scanned image. This gives you a
way to control the image prior to saving.
•Save to File: Active only in manual save mode: Opens the
SAVE AS dialog if file saving is enabled, or saves the file to the clipboard.
•Toggle Image Output: Active only in manual save mode: Sets the
output destination to file or clipboard.
•Card Verification: Activates the verification function.
•Toggle reference (*MedicScanOCR Only): Sets the reference
source for card verification purposes.
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Program Interface 11
•Open OCR View (*MedicScanOCR Only): Opens extracted text
view.
•Open Configuration Dialog: Opens the configuration dialog screen in
which all the application behavior can be set.
•Exit / End of Scan: Used to close the application or to save the current
image (used in automatic save mode only).
•Background Save Progress: Shows the background saving
progress (used in automatic save mode only).
•FTP Progress (Status bar): Shows the progress of FTP
Export
•Detected State (Status bar): Displays the detected state
when State Auto Detect is selected.
Device connection indicator
Red – device is not connected
Green – device is connected
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration 12
3. Configuring The Program
Before you start scanning, it would be a good idea to configure the program’s
scanning and file saving parameters. Click on the ‘Open configuration screen’ button
in the main screen (see figure 1 page 9). The following configuration panel will be
displayed:
Figure 2: Scanner configuration panel
The configuration panel first tab is the Automation tab. Here you can set various
parameters of scanning and saving data and images. The Automation tab consists of
three main sections:
•Image source
•Manual file save
•Auto file save
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration – Data Source 13
Data Source
The Data Source section determines the data input source: Scanners, magnetic strip or
image file.
Checking the ‘Scanner’ option does the following:
•Sets the scanner as the input image device.
•Sets the Scan button icon to a scanner image in the main screen.
•Enables the lower checkbox, titled ‘Paper auto detection’.
Checking the ‘Magnetic Strip’ option does the following: (*MedicScanOCR Only)?
•Sets the Magnetic Strip Reader as the input device.
•Sets the Scan button icon to a magnetic strip card image in the main screen.
•Disables the lower checkbox, titled ‘Paper auto detection’.
Checking the ‘Image File’ option does the following:
•Sets the image source as a local image file from the hard disk.
•Sets the Scan button icon to an ‘Open file’ image in the main screen.
•Disables the lower checkbox, titled ‘Paper auto detection’.
Paper auto detection - Checking this option will cause the scanner (ScanShell 800)
to auto-detect document insertion and start the scanning and saving process
automatically. When using the ScanShell 1000 scanner, any of the scanner buttons
can be pressed to start the scan.
If the ‘Paper auto detection’ is unchecked, the scanner starts scanning when you click
on the Scan button in the main screen.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration – Saving Options 14
Saving options
Once an image is imported, it can be saved to a file or to the clipboard. Images can be
saved in two ways:
Manual save: The image is saved to the hard disk or to the clipboard as soon as the
user clicks on the Save button or immediately after the scanning, depending on user
settings.
Automatic save: The image is saved to the hard disk in a predefined directory.
Saving can be performed as soon as scanning is complete, or when the next card
scanning starts.
Image manual save
The scanned image can be saved manually either to a file on the hard disk, or to the
clipboard. You select the file destination as follows:
Save to clipboard: To save the scanned image to the clipboard, check the ‘Save to
clipboard’ checkbox (See Figure 2 page 12).
Note that the Save button in the main screen now displays a clipboard icon.
Save to file: To save the scanned image to a file, check the ‘Save to file’checkbox
(See Figure 2 page 12).
Note that the Save button in the main screen now displays a diskette icon.
Once this option is selected, you can set the default file format that will appear in the
Save As dialog box. MedicScan supports seven image file formats: BMP, JPG, PCX,
PNG, TIFF, TGA, PSD.
Scan scheme: This function is set to single-sided document in MedicScan.
Image auto save
Image auto save is particularly useful for large batch scanning jobs. This option
enables chain-feeding the scanner while image saving is done automatically without
user interference.
Scan scheme: This function is set to single-sided document in MedicScan.
Once the ‘Auto save’ checkbox is checked, the ‘File naming and type’ button is
enabled, and clicking on it opens the ‘AutoSave file naming’ configuration dialog:
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Program Configuration – File Naming 15
File Naming
Clicking on the ‘File naming’ button will take you to the following configuration
screen:
Figure 3: File naming configuration
This dialog sets the naming properties of the automatically saved image files. The file
destination folder can be typed into the ‘File Path’, or selected by clicking the File
Path button. In the window that opens you can navigate to the directory in which you
want to save the files. The file format may be one of seven supported formats (BMP,
JPG, PCX, PNG, TIFF, TGA, PSD). You determine the file format in which the
images will be saved by selecting the format extension in the ‘File Extension’ combo
box. The file name is determined by the ‘Saving Types’ radio buttons as follows:
•Save to ascending file name: The software will create a new file name for
each saved file, based on a combination of the ‘Base File Name’ and the
‘Name Index’ that determines the value by which the index is increased for
each file.
For example, if the ‘Base Name’ is set to IMAGE and the ‘Name Index’is set
to 1, the first saved file name will be IMAGE1.BMP, the second saved file
name will be IMAGE2.BMP, etc.
•Save to a fixed file name: This method saves the image to a fixed file name
based on the value in ‘Base Name’. Each new scan saves a new image file that
is written over the previous scanned image file.
•Save to a file name using extracted data from ID: The image file name is
based on the value of a selected field. Currently, the only option is to use the
NAME field from the ID card. Accordingly, if the ID card belongs to JOHN
SMITH, the saved file name will be JOHN SMITH.BMP.
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Program Configuration – File Naming 16
Save immediately after scan - Checking the checkbox titled ‘Save immediately after
scan’ (See Figure 2 page 12), will save the image and data immediately after the scan
is done.
If the ‘Save immediately after scan’ checkbox is unchecked, the saving will occur on
the next scan job (in the automatic saving option) or when the user clicks on the Save
button (in the manual saving option).
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration – Data Extraction Tab 17
Data extraction tab (*MedicScanOCR Only)
Figure 4: Scanner configuration panel - License data processing tab
•Extract full image: extracts the complete ID card image and saves it as a
separate file.
•Extract face image: Isolates the face image rectangle from the ID card image
and saves it as a separate file.
•Extract signature image to file: Isolates the signature image rectangle from
the ID card image and saves it as a separate file.
•Export id data to web: Export the scanned card data to a predefined web
address according to the settings in the data.txt file.
•Extract ID data to a file: Extracts the textual information from the ID card
image and saves it to a text file.
To activate these features, select the ‘License text export’ tab in the configuration
panel, and check the appropriate checkboxes.
Extract full image
The full card image is extracted from the ID image and saved to a file. The face image
is saved under the ID image name (e.g. c:/images/ID-1.bm). To find out more about
file naming methods, see the Image manual save and Image auto-save sections on
page 14.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration – Data Extraction Tab 18
Extract face image to file
The face image rectangle is extracted from the ID image and saved to a file. The face
image is saved under the ID image name with the .Face extension (e.g. if the card
image name is c:/images/ID-1.bmp, the face image is saved as c:/images/ID-1-
Face.bmp). To find out more about file naming methods, see the Image manual save
and Image auto-save sections on page 14.The saved face image has the same
properties as the ID card image (color scheme, resolution and file type).
To activate this feature, check the checkbox titled Extract face image to file.
Extract signature image to file
The signature image rectangle is extracted from the ID image and saved to a file. The
signature image is saved under the ID image name with the Sig extension, e.g. if the
card image name is c:/images/ID-1.bmp, the signature image is saved as
c:/images/ID-1-Sig.bmp). The saved signature image has the same properties as the
ID card image (color scheme, resolution and file type).
To activate this feature, check the checkbox titled Extract signature image to file.
Note: The signature extraction feature is currently not supported by all the states. Appendix
A shows the states that support signature extraction.
Using the signature extraction feature in documents of states that do not support it
yields no result.
Export id data to web
If you select this option, the scanned card data is exported automatically to a
predefined web address, according to the settings in the data.txt file, located in the
application (.exe file) directory.
Extract ID data to a file
The textual data is extracted from the ID image and saved to a user-selected text file.
The data is organized in fields in a constant order separated by a unique character.
The field separating character can be any of the following:
•Comma character “,” (default).
•Tab character.
•Custom-defined character: any single character from the keyboard.
Each ID scan (record) is organized in a single line. Each record has the following
organizational order:
ID number, License number, Name, Address, City, State, Zip, Issue date, Expiry date,
Birth date, Sex, License class, Social security, ID image file name, First name, Middle
name, Last name, Name suffix, Scan time, Scan date, Text line1, Text line2, Text
line3.
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Program Configuration – Data Extraction Tab 19
Notes:
1. If a specific field is not supported in the current state, its corresponding value
is empty.
2. ID number and License number have the same value in the US.
3. ID image file name holds the full path and name of the ID card image file.
4. First name, Middle name, Last name, Name suffix fields are generated by
parsing the Name field and not directly from the cards.
5. Text lines 1-3 are extracted only for Chile driver licenses. These data fields are
not extracted for other states or countries.
6. Address2-Address5 are extracted for United Kingdom driver licenses.
Important! This order is guaranteed to remain in this format in future versions of MedicScan.
However, this list may expand in the future to include additional fields, as more states
are supported. These new fields will be added to the end of the list.
Append records:
The records can be written to the text file in two ways:
•Appending mode: In this mode, each new record is appended to the end of
the text as a new text line. To activate this mode, check the checkbox titled
‘Append Records’.
•Single record mode: In this mode, each new record overwrites the previous
record; thus the text file always contains a single record. To activate this
mode, uncheck the box titled ‘Append Records’.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved

Program Configuration – Medic Text Export Tab 20
Medic text export tab (*MedicScanOCR Only)
Figure 5: Scanner configuration panel – Image tab
By checking the first checkbox, text extracted from the scanned card will be saved to
a text file, which will have the same name as the image file (ending with the .txt
extension), and which will be placed in the directory where the image files are saved.
MedicScan User Manual version 8.15.5 © Card Scanning Solutions, all rights reserved