NUANCE OMNIPAGE PRO 8 FOR MACINTOSH User manual

OmniPage Pro
for Macintosh
Users Manual
CAERE CORPORATION
100 Cooper Court
Los Gatos, California
95032-3321 USA

2
&DHUH *PE+
,QQHUH :LHQHU Strasse 
 0QFKHQ *HUPDQ\
&DHUH 8. ,QIRUPDWLRQ &HQWUH
$EEH\ +RXVH
 $EEH\ 2UFKDUG 6WUHHW
:HVWPLQVWHU /RQGRQ 6:3 --
&HQWUH G©LQIRUPDWLRQV &DHUH
 UXH GHV $UFKLYHV
 3DULV )UDQFH
Please Note
To use this program, you should know how to work in the Macintosh environment. Please refer to your
Macintosh documentation if you have questions about how to use menus, dialog boxes, or scroll bars.
OmniPage Pro for Macintosh
Version 8
800-1267-030
Copyright© 1998 Caere Corporation
All rights reserved. Caere, OmniPage, OmniPage Pro, AnyPage, True Page, Language Analyst, and 3D
OCR are registered trademarks of Caere Corporation. AnyColor and OCR Proofreader are trademarks
of Caere Corporation.
Other brands and their products are trademarks or registered trademarks of their respective holders
and should be noted as such. Such designations appearing in this manual have been printed with
initial capitalization.

Welcome - 3
Welcome
Welcome to OmniPage Pro, and thank you for buying our software!
The following documentation has been provided to help you learn
about OmniPage Pro.
This Users Manual
This manual provides information on features and procedures. It
includes an introduction to OmniPage Pro, installation and setup
instructions, task-oriented instructions, ways to customize tools,
settings guidelines, and technical information.
OmniPage Pro Guide
This provides online information on features and procedures. See
“Getting Online Help” on page 1-13 for more information.
Release Notes
This contains last-minute information about OmniPage Pro. Please read
this before installing the application.
Scanner Setup Notes
This contains the latest information about supported scanners and
scanner setup.

Welcome - 4
Using This Manual
This manual is written with the assumption that you know how to work
in the Macintosh environment. Please refer to your Macintosh user’s
manual if you have questions about how to use dialog boxes, menus,
scroll bars, and so on.
The following conventions are used in this manual.
Convention Purpose
Italicized text
• Emphasizes menu commands,
dialog box options, labeled
buttons, and file names
For example:
“Choose Open... in the File
menu.”
• Emphasizes new terms the
first time they are used
• Emphasizes important words
in a sentence
Command key symbol (
a
a
)
Illustrates keyboard shortcuts
for certain tasks
For example:
a Jmeans press the Command
key and the letter “j”
Note symbol
Introduces a tip or an item of
note
Warning symbol
Introduces cautionary text

Introduction to OmniPage Pro - 5
Chapter 1
Introduction to
OmniPage Pro
You probably do most of your business correspondence and other
written projects on your computer. However, certain sources of
information may not be immediately usable on a computer.
For example, if you want to incorporate information from a magazine
article into a document in your word processor, you somehow have to
get the text from the article into your computer. Painstakingly retyping
the article is not an appealing solution.
OmniPage Pro offers a smart solution to increase your work
productivity. OmniPage Pro’s optical character recognition (OCR)
technology accurately and easily converts scanned paper documents
and image files into editable text for use in your favorite computer
applications. You do not have to retype anything — OmniPage Pro
automatically does it for you.
Please continue reading this chapter for information on these topics:
• What Is Optical Character Recognition (OCR)?
• The OmniPage Pro Interface
• Getting Online Help
• Product Support

What Is Optical Character Recognition (OCR)?
Introduction to OmniPage Pro - 6
What Is Optical Character Recognition (OCR)?
Optical character recognition (OCR) is the process of turning an image into
computer-editable text. An image is an electronic picture of text such as
a scanned paper document or an electronic fax file. Images do not have
editable text characters; they have many tiny dots (pixels) that together
form a picture of text.
During OCR, OmniPage Pro analyzes an image and defines characters
to produce editable text. This is also called recognizing text. After OCR,
you can export the recognized text toa variety of word-processing, page
layout, and spreadsheet applications.
About OmniPage Pro OCR
In addition to text, OmniPage Pro can retain the following elements in a
document during OCR.
Graphics
Photos, logos, and drawings are examples of graphics.
Text formatting
Font types, font sizes, and font styles (such as bold oritalic) are examples
of text formatting.
Page formatting
Column structure, paragraph spacing, and placement of graphics are
examples of page formatting.
OmniPage Pro recognizes printed text characters only. However, it can
retain handwritten text, such as a signature, as a graphic element.
The graphics, text formatting, and page formatting elements that
OmniPage Pro retains depend on the settings you select for your
document before OCR. See Chapter 4, OmniPage Pro Settings, for more
information.

What Is Optical Character Recognition (OCR)?
Introduction to OmniPage Pro - 7
Basic Steps of OmniPage Pro OCR
These are the basic steps of OmniPage Pro’s OCR process:
1 Bring a document image into OmniPage Pro.
You can scan a paper document or load an image file. The
resulting image appears in the Image View.
See “Bringing Document Images into OmniPage Pro” on page
27 for more information.
2Create zones to identify the parts of the document you want to
recognize as text or retain as graphics.
Zones are borders that enclose the parts of a document image
that will get processed. You can create zones manually,
automatically, or with a template. Any areas not enclosed by
zones are ignored during OCR.
See “Creating Zones on a Page” on page 29 for more
information.
3Perform OCR to convert image information into editable text
characters.
During OCR, OmniPage Pro defines text characters in an
image. After OCR, you can check for and edit any errors.
See “Converting Images to Text” on page 37 for more
information.
4Export the document to the desired location.
You can save your document to a specified file format or place
it on the Clipboard.
See “Exporting Documents” on page 57 for more information.

The OmniPage Pro Interface
Introduction to OmniPage Pro - 8
The OmniPage Pro Interface
The main parts of OmniPage Pro’s user interface include:
• The AutoOCR Toolbar
• The Document Window
• The Thumbnail Window
• Zone Info and Tool Palettes
• The Settings Panel
AutoOCR Toolbar
Thumbnail
window
Tool Palette
Document Window
Zone Info
palette Image View Text View

The OmniPage Pro Interface
Introduction to OmniPage Pro - 9
The AutoOCR Toolbar
The AutoOCR Toolbar®contains buttons that can activate each step of
the OCR process. Choose Show Toolbar in the Window menu to open the
AutoOCR Toolbar if it is closed.
•The
AUTO button allows you to activate automatic processing.
• The next four buttons — Image, Zone, OCR, and Export — have
various commands that can be set for the operations you want to
perform. You can set commands in the pop-up menus beneath
each button.
• The last two buttons — Settings Panel and Proofread OCR — are
shortcuts for opening the Settings Panel and checking for errors
in a recognized document.
See “Basic Steps of OmniPage Pro OCR” on page 25 for more
information on OCR procedures.
The Document Window
The Document window allows you to view and work with pages in the
current document. Original images are displayed in Image View and
recognized text is displayed in Text View.
Choose Image View in the Window menu (or a
a
M) to display a
document’s Image View and make it active. Choose Text View in the
Settings Panel
button
Proofread
OCR
AUTO
button Image button Zone button OCR button Export
button
The status line reports
the current operation or
the operation you can
do next. Click the small
arrow to show or hide
the status line.

The OmniPage Pro Interface
Introduction to OmniPage Pro - 10
Window menu (or a
a
J) to display a document’s Text View and make it
active.
You can select options in the Document section of the Settings Panel to
specify how views in the Document window are displayed. See
“Document Display Settings” on page 74 for more information.
Drag this splitter to the left
or right to resize a view.
Image View Text View

The OmniPage Pro Interface
Introduction to OmniPage Pro - 11
The Thumbnail Window
The Thumbnail window displays miniature pictures (thumbnails) of
page images inthe current document.You canuse thumbnails to change
pages, rearrange pages, and drag copies of images into other
applications.
Choose Show Thumbnails in the Window menu to open the Thumbnail
window if it is closed.
See “Working With Documents” on page 48 for more information on
working with thumbnails.
The bars beneath each thumbnail
indicate what has been done to
the image. Three bars indicate the
image has been recognized. Two
bars indicate zones have been
created. One bar indicates that
the image has been loaded.
The thumbnail of the
currently displayed
page has a shaded
background.

The OmniPage Pro Interface
Introduction to OmniPage Pro - 12
Zone Info and Tool Palettes
The Zone Info and Tool palettes are displayed when the Image View of
a document is active.
Choose Show Tool Palette in the Window menu if the Tools palette does
not appear when the Image View is active.
Choose Show Zone Info Palette in the Window menu if the Zone Info
palette does not appear when the Image View is active.
You canmove thepalettesanywhereonyour desktop as you workin the
Image View. The palettes are automatically hidden whenever the Text
View is active.
See “Creating Zones on a Page” on page 29 for more information on
zones.
Use the Tool palette to
draw zones, modify
zones, reorder zones,
erase parts of the image,
zoom in or out, rotate, or
straignten an image.
Use the Zone Info
palette to select
zone types, zone
contents, zone
styles, and style sets.

Getting Online Help
Introduction to OmniPage Pro - 13
The Settings Panel
The Settings Panel is the central location of OmniPage Pro settings. You
can click the Settings Panel button or choose Settings Panel in the Settings
menu to open it.
The Settings Panel has six different sections of settings. Each section can
be displayed by clicking its icon on the left.
Getting Online Help
You can use OmniPage Pro’s balloon help and online reference guide to
learn about features and procedures. These are available in the Guide
menu after you install and launch OmniPage Pro.
If you are using Macintosh OS 8 (or later), the Guide menu has been re-
named as the Help menu, and appears as the right-most menu selection
in the OmniPage Pro application. The OmniPage Pro Guide follows the
conventions of the standard Apple Guide. Please refer to your
Macintosh user’s manual for more information on using Apple Guide.
Click each icon to
view and select
different settings.
Scroll to see
more options.
Choose Show Balloons to display
balloon help for items in the interface.
Choose OmniPage Pro Guide to get
information about features and procedures.
The Guide menu is located in the upper-
right corner of your screen.

Getting Online Help
Introduction to OmniPage Pro - 14
Balloon Help
Balloon help consists of “balloons” that pop up on screen to explain the
function of icons, menus, commands, dialog box options, and other
items in an application interface.
To turn balloons on, choose Show Balloons in the Guide menu. Different
balloons appear as you move the mouse pointer over items in the
interface. Choose Hide Balloons in the Guide menu when you want to
turn off balloon help.
OmniPage Pro Guide
Choose OmniPage Pro Guide in the Guide menu to get online reference
information for features and instructions for common tasks.
Click this to
show a general
list of subjects.
Click this to show
an alphabetical
list of subjects.
Click this to do
a search on a
particular word
or phrase.

Product Support
Introduction to OmniPage Pro - 15
Product Support
For the fastest and easiest way to get help, please look for solutions in
this manual or in the OmniPage Pro Guide.
If you need additional help, product support and information are also
available to registered users through the services listed in this table.
Please have the following information ready for the most efficient
service when you call Caere Product Support:
• OmniPage Pro version and serial number
The serial number is printed on the label of the first installation
disk or the CD case. To get the version number, choose About
OmniPage Pro... in the Apple menu when OmniPage Pro is open.
Or, select the OmniPage Pro icon in the installation folder and
choose Get Info in the File menu in the Finder.
• The make and model of your computer system and peripheral
devices (scanner, printer, monitor, and so on)
• The amount of memory in your system
To get information about your computer system and memory,
choose About This Computer... in the Apple menu when the Finder
is active.
• The amount of free disk space
To check the amount of free disk space, open your hard disk
folder and check the number in the upper-right corner. You must
view the folder by Icon or by Small Icon to see the number.
Service How to Contact
World Wide Web site http://www.caere.com
Download Service (BBS)
(patches, updates) ([phone] (8 bits, no parity, 1 stop bit)
Automated Fax Response Service
(common Q&A) ([phone] (within North America only)
Telephone Support
(fee-based troubleshooting) ([phone]
For international phone numbers, please refer to the Caere Product Support insert in
your OmniPage Pro package.

Installation and Setup - 16
Chapter 2
Installation and Setup
This chapter provides information on installing OmniPage Pro and
selecting a scanner to use with it.
Please also read the Release Notes and the Scanner Setup Notes included in
your OmniPage Pro package. These provide the most up-to-date
information concerning installation and setup issues.
Please continue reading this chapter for information on these topics:
• System Requirements
• Installing the Software
• Selecting Your Scanner
• Starting OmniPage Pro
• Registering OmniPage Pro
System Requirements
To install and run OmniPage Pro, you need the following setup:
• A Power Macintosh or compatible computer
• System 7.5 or later
• 10MB RAM if virtual memory is turned off (or at least 8MB free
RAM if virtual memory is on) to install OmniPage Pro
• 640x480 resolution display or better
• At least 25MB available hard disk space for OmniPage Pro files
and temporary storage while OmniPage Pro is running
• A supported scanner if you plan to scan documents
See the supported scanner list in the Scanner Setup Notes. Your
scanner and the driver supplied by its manufacturer, if any, must
be installed on your system according to the manufacturer's
instructions.

Installing the Software
Installation and Setup - 17
Installing the Software
Before you install OmniPage Pro:
• Make sure your scanner is working on your system by using the
scanning software supplied by the manufacturer.
• Turn off any virus-protection software. This is often a Control
Panel device. Refer to your virus-protection software manual.
• Some versions of OmniPage Pro are designed only for customers
upgrading from previous versions of Caere OCR software. To
install these special upgrade versions, you may be prompted to
enter the serial number of your previous product.
• Some components of the previous version of OmniPage Pro can
be reused. Previous setting files, the test TIFF image file, and
zone templates will not work with the newer version of
OmniPage Pro. OmniPage Pro 7 style sets and user dictionaries
will work with your new version.

Installing the Software
Installation and Setup - 18
To reuse your OmniPage Pro user dictionary:
1 From the Settings menu, select Edit User Dictionary...
2 From the dialog box that appears, select the user dictionary you
want to preserve to use with the new version of OmniPage Pro
and click on Open.
3 Save your dictionary to a location external to the OmniPage
folder.
4 Once you have successfully installed the new OmniPage Pro,
select Edit User Dictionary from the Settings menu.
5 Click Import...
To reuse your previous style sets:
1 Remove the style set files from the Styles folder.
2 Add them into the new Styles folder after OmniPage Pro
installation.
To install OmniPage Pro:
1 Insert the OmniPage Pro CD-ROM in the CD-ROM drive. (Or,
insert disk #1 in the disk drive.)
2 Double-click the installer icon and then click Continue.
3 Read the license agreement and then click Accept.
4 The Install dialog appears.
To install the full
OmniPage application
,
click Install.

Installing the Software
Installation and Setup - 19
If you just want to install individual components of OmniPage
Pro, click the Custom button and select the items that you want
to install in the Installer dialog box.
5 Click Install to proceed with installation.
A dialog box appears that enables you to choose where the
OmniPage Pro files will be installed. If you have a previous
version of OmniPage (Limited Edition or Pro), install your new
version into a new folder.
6 Choose the drive and folder and click Install to proceed with
installation.
OmniPage Pro 8 Folder is the name of the default installation
folder.
7 If you are performing a standard installation or if you picked
Scanners during a custom installation, a dialog box appears,
To select more than
one item, hold
down theCommand
key (
a
) as you click
each item.
This must be
selected to install
just the application.

Installing the Software
Installation and Setup - 20
prompting you to choose the manufacturer settings for the
scanners you will use with OmniPage Pro.
Click to select one (or more) manufacturer settings, and then
click OK to proceed with the installation.
8 If you are performing a standard installation or if you picked
Languages during a Custom installation, a dialog appears,
prompting you to select the languages you wish OmniPage Pro
to recognize.
Click to select one (or more) languages and click OK to proceed
with the installation.
OmniPage Pro will always install some Portuguese language files and
oneEnglishfile inthe Main Dictionariesfolder.This isnormal,andthese
files should not be deleted. The OCR engines needs these data files.