Opex EAGLE User manual

OPERATOR MANUAL
JANUARY 2006

All rights reserved. Printed in the United States of America.
No portion of this manual may be reproduced in any form or by any means, or stored in a database
or retrieval system, without the express, written permission of OPEX®Corporation.
To request permission, contact:
OPEX®Corporation
ATTN: Legal Department
305 Commerce Dr.
Moorestown, NJ 08057-4234
Copyright © 2006 OPEX®Corporation

From the President of OPEX Corporation
The Eagle offers an extremely flexible and efficient method of capturing images
and data for high volume remittance processes.
OPEX customers have been capturing images of documents and checks with our IEM
product for over 10 years. However, a solution that would allow image validation and
CAR/LAR decisions was not available until now. With the introduction of the Eagle,
workflow goes from envelope to decisional payment within 6 seconds.
Whatever the application, the key to this process is YOU, the Eagle Operator. We've
gone to great lengths to design our equipment to be user friendly, and believe that
you will be pleased with the final result.
Thank you for taking the time to familiarize yourself with all of the great features of
the Eagle outlined in this manual. We trust that you will enjoy using the Eagle and
that it will make your job more enjoyable and productive.
Sincerely,
OPEX CORPORATION
Mark Stevens
President/CEO

ii Eagle Operator Manual - OPEX Corp. Use Only - Not for Distribution

Table of Contents
iiiEagle Operator Manual - OPEX Corp. Use Only - Not for Distribution
Table of Contents
Chapter 1
Introduction
System Overview ................................................................................................................ 1-1
Specifications ............................................................................................................... 1-2
Safety ................................................................................................................................. 1-4
How the Eagle Works ......................................................................................................... 1-7
Jobs ............................................................................................................................ 1-12
Eagle processing rates ............................................................................................... 1-12
Factors affecting processing rates ............................................................................. 1-12
Operator accounts ...................................................................................................... 1-13
Chapter 2
Operating the System
Overview ............................................................................................................................. 2-1
Turning the power on/off .............................................................................................. 2-3
Opening the Host software ........................................................................................... 2-3
Navigating the Host software ....................................................................................... 2-4
Exiting the Host software ............................................................................................. 2-5
Running Jobs ...................................................................................................................... 2-6
Selecting a job .............................................................................................................. 2-6
Loading envelopes ....................................................................................................... 2-8
Running the job .......................................................................................................... 2-10
Using the Run screen ................................................................................................. 2-14
Clearing jams ............................................................................................................. 2-19
Chapter 3
Operational Maintenance
Cleaning the System .......................................................................................................... 3-1
Shift maintenance ........................................................................................................ 3-2
Dust Collection and Air Filtration System Maintenance ...................................................... 3-5
Pickup locations ........................................................................................................... 3-5
Front panel controls ..................................................................................................... 3-6
Power and electrical safety .......................................................................................... 3-7
Maintenance ................................................................................................................. 3-7
Managing Operator Accounts ............................................................................................. 3-8
Creating operator accounts .......................................................................................... 3-8
Modifing/deleting operator accounts ............................................................................ 3-9
Printer Cartridge Maintenance .......................................................................................... 3-10
Replacing printer cartridges ....................................................................................... 3-10
Purging the print heads .............................................................................................. 3-12
Calibrating the Touch-Screen Monitor .............................................................................. 3-13

Table of Contents
iv Eagle Operator Manual - OPEX Corp. Use Only - Not for Distribution
Appendix A
Statistics
Statistics .............................................................................................................................. A-1
Statistics reports ........................................................................................................... A-1
Backup statistics ........................................................................................................... A-5
Restore statistics .......................................................................................................... A-6
Appendix B
Outsorts, Reunites and Rejects
Outsorts ............................................................................................................................... B-1
Reunites .............................................................................................................................. B-2
Rejects ................................................................................................................................ B-3
Glossary
Index

1
Chapter
Operator Manual
System Overview............................................................................ 1-1
Specifications ............................................................................ 1-2
Safety ............................................................................................. 1-4
How the Eagle Works ..................................................................... 1-7
Jobs......................................................................................... 1-12
Eagle processing rates............................................................ 1-12
Factors affecting processing rates .......................................... 1-12
Operator accounts................................................................... 1-13
Introduction

Touch-screen monitor
Envelope Imaging
monitor (optional)
Refeeders
Imaging cameras
MICR detect Stacker bins

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System Overview
The Eagle High-Speed Mail Extractor pushes the envelope of mail and remittance
processing to even greater limits. Combining the best in mail qualifying, opening and
extracting with all the decisioning time necessary to facilitate the quickest deposit
ready processing in the industry, the Eagle blurs the line between the mailroom and
payment processing. By optimizing functionality, the Eagle collapses workflows and
reduces handling to greatly increase productivity.
In one continuous operation, the Eagle sorts, opens, extracts, images, orients and
outputs finished work. With five-hundred milliseconds of decisioning time, the Eagle
also allows for inputs from multiple plug-in applications to assure that the
processing decisions being made are the most accurate in the industry. Once the
sort decision has been made, the checks and documents are routed to the
appropriate output bin to assure optimal downstream processing as necessary. In
short, the Eagle represents the most innovative mail opening and payment
processing technology in the industry, collapsing the workflow and relegating multi-
touch processing a thing of the past in the Accounts Receivable Conversion and
Check 21 world.
Features of the Eagle include:
• Check 21/ARC compliance Allows for most efficient clearing method to be utilized
while assuring compliance with applicable rules and regulations. The Eagle allows
you to interface with the image quality check software of your choice and easily
integrates the software into the workflow via the IEM (Image Export Module) func-
tionality.
•BufferfeederCompensates for envelopes that are fed but do not meet the criteria
for processing on the machine. As these envelopes are outsorted, the buffer feeder
fills in what otherwise would have been a gap, maximizing throughput. The buffer
feeder is capable of negating the throughput impact of up to 15% outsorts on
average.
• Refeeder The Eagle refeeder allows for pre-extracted stubs and checks to be
processed in the same manner as those still in the envelopes.
• Operator cockpit Central to the machine, the operator cockpit strategically
locates many of the operator functions within easy reach. This allows for quicker
operator response time and allows the operator to observe the entire machine
while working from the cockpit.
• Touch-screen controls Eliminates the immediate need for the keypad because of
its convenient accessibility.
• Automatic Jam Control Greatly reduces downtime by electronically monitoring
the paper path, notifying the operator of the location of jams and allowing for run
resumption from buttons conveniently located at various positions on the
machine.
• Image Export Provides image capture of checks and documents for immediate
pass-off via a network connection. Five-hundred milliseconds of decisioning time
allows for input from multiple plug-ins.

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Specifications
Physical specifications
Length 19'3" for e-Package (Two stackers are included with e-package.) Each
additional stacker adds 36".
Width 74" at widest point.
Height 75" maximum (on shipping dollies)
Weight TBD for e-Package
Shipping Size Maximum sections is 32" wide by 65" long by 75" high.
Envelope specifications
Height 3.5" - 4.4"
Length 9.50" maximum, 6.00" minimum.
Thickness 0.12" maximum at the feed.
Window
Limitations
No open window at the edge opposite the stamp. Plastic windows within 2" of
the edge opposite the stamp will increase reunites due to static attraction.
Long flaps Allowed up to ½" from bottom edge.
Envelopes with
Attached Bangtails May be run; they will be outsorted without stopping the machine.
Paper Weight
20 to 24 lb. White wove is best. High stiffness preferred. Lighter paper will
degrade performance. Recycled paper is not recommended due to lack of
stiffness.
Miscellaneous
High paper porosity degrades extract reliability. Envelope designs which
result in damage from the USPS (torn windows or flaps, crumbled, previously
opened, etc.) will degrade performance. Please discuss your envelope
design with your OPEX Sales Engineer.
Return document specifications
Fit
The return document should be designed for a comfortable fit within the return
envelope, with an optimum clearance of 1/8". This will make insertion of the
document and check easier, thus minimizing folded pieces inside the
envelope.
Height 2.75" - 4.25"
Length 5.75 - 9.25"
Paper Weight 18 to 24 lb. white wove is best. High stiffness preferred. Lighter paper will
degrade performance.
MICR Ink on
Document
Magnetic documents may be processed, but they must not have the same
magnetic profile as the check.

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OCR Single font per document - OCR-A, OCR-B, E13B and others, up to 3 lines
with a maximum of 80 characters per line.
Paper Thickness
Variation
All documents to be run as a single job must be of the same size and
thickness.
NOTE: Thickness and paper weight do not always correlate. Coated paper
stock is thinner for a given weight than virgin white wove paper stock.
Miscellaneous
Holes are not allowed in the document. Perforated edges should be
minimized, and where used should be of high quality to prevent sloppy torn
edges. Top edge perforation is preferred.
Check specifications
MICR Ink on Check E13B printing and locations as defined by ANSI X9.13-1983
Environmental specifications
Sound Level 84.5 dB average.
Ambient
Temperature 60 - 85 degrees F.
Humidity 40 - 95% relative humidity.
BTU Output 24,125 BTU @ 34 Amps.
Return document specifications (continued)

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Safety
Your main responsibility as an Eagle operator is safety: your safety and that of your
co-workers. Before operating the machine, become familiar with these safety precau-
tions:
•Read and understand all of the material within this manual.
•Keep loose clothing, jewelry, hair from becoming entangled in the moving
parts and/or the moving belts on machine.
•Do not attempt to bypass any safety device or otherwise render the door
interlock mechanisms non-functional.
•Do not attempt to reach into the machine mail pathways while the machine
is processing mail pieces. Always allow complete stoppage of motion before
attempting to clear mail pieces from within the pathways.
•Never place open liquid containers on machine. Do not allow any liquids or
cleaning agents to enter machine openings.
•Do not perform any cleaning or maintenance of the machine while machine
is processing mail. Properly shut the machine off before performing any mainte-
nance.
The following symbols are used throughout the manual and on the machine to help
you become aware of potential problems:
WARNIN
G
The shock hazard symbol indicates a potential electric shock hazard. Avoid these areas to
prevent injury caused by electric shock. These areas are not within the responsibilites of the
operator.
IMPORTANT
This symbol and the following text provide information which should be followed for best results when
operating or maintaining the machine.
This symbol indicates a potential pinch hazard. The pinch hazard symbols are placed throughout the
machine in places where there is the potential for the operator to get a finger or other article squeezed
between two devices. Exercise caution when working in these areas.

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The Eagle incorporates the following safety features:
Enclosed paper path
The entire paper path (the path taken by the envelope, check, and document through
the machine) is protected by clear acrylic doors. These clear doors allow you to see
what is going on without risk of injury. The machine will not start up if a cover is
open. During operation, the machine will stop when one of the doors is opened.
Interlock system
When the machine is running, rapidly-moving belts and pulleys can cause problems
for a careless operator, grabbing long hair, neckties, scarves or loose clothing. For
your safety, magnetic interlocks have been installed on the front doors of the Eagle
machine. The interlock system will shut the machine down whenever a cover is lifted
or a door is opened.

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Emergency stop buttons
The big, red, mushroom-shaped emergency stop (e-stop) buttons can be used to stop
the machine in an emergency. If necessary, push the nearest e-stop and the machine
will stop immediately. To restart the machine, pull the e-stop out, clear the machine,
and press the white On button.

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How the Eagle Works
The Eagle system processes envelopes in one continuous, non-stop stream.
Envelopes travel through the processes of cutting, opening, extraction of contents.
Contents are singulated (one piece is placed in front of another), imaged, oriented
and stacked.
This section describes how the Eagle converts your mail from envelope to image. The
process is as follows:
Step 1: Qualification
Step 2: Cutting
Step 3: Extraction
Step 4: Singulation
Step 5: Content Imaging/IEM
Step 6: Orientation and Sequencing
Step 7: Stacking
Qualification
Cutting
ExtractionSingulation
Content Imaging
Orientation/sequencing Stacking

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Step 1: Qualification
Not all envelopes can be processed by the Eagle. As the envelope enters the paper
path, it immediately passes through a device which measures the thickness of the
envelope and past a metal detector. The thickness measuring device, called a TMD,
looks like a miniature wringer from an old-fashioned washing machine. The TMD
and metal detector qualify each envelope that passes come out of the feeder.
Envelopes which do not qualify (because they contain staples, coins, folded checks,
correspondence, etc.) may be outsorted at your option for processing on another
machine, such as an OPEX Model 51 Rapid Extraction Desk.
Envelope Imaging cameras (optional)
Outsort TMD
Metal detector

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Step 2: Cutting
As each envelope proceeds through the cutting station, the leading edge, top and
bottom of the envelope are cut. The trailing edge of the envelope is not cut.
Step 3: Extraction
After the envelope is cut, it is opened out into one long piece of paper. Extracted
contents are sent to one paper path, while the envelope is directed on a separate
path. A thickness check is then performed on each paper path. Empty envelopes are
then fed into the disposal cart housed beneath the machine.

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Step 4: Singulation
At this point, the check and document are right on top of each other, just as they
were in the envelope. The Eagle singulates the contents of the envelope, so that one
piece goes first and the other follows it down the paper path in single file.
Step 5: Content Imaging/IEM
The Eagle system, when equipped with the optional IEM functionality, can perform
OCR and MICR reads as well as image capture on the contents. The Eagle can then
transmit the collected data to a network location where a software plug-in can
perform many functions that previously had to be done off-line. Character Amount
Recognition (CAR) and Legal Amount Recognition (LAR), Accounts Receivable
Conversion (ARC) and Check 21 decisions can be made in real time and used in the
sort criteria.
NOTE: The IEM functionality also adds the audit trail printers that print designated
information on the check and/or document. The printing of the audit trail
actually takes place further down the paper path before the items reach the
stackers.

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Step 6: Orientation and Sequencing
The machine orients both the check and the document. Any check or document that
enters the paper path backwards is flipped end for end so it faces the right way as it
enters the stacker. Any check or document that enters the paper path upside down
is turned right-side up before entering the stacker.
Checks and documents are sequenced according to the settings of the job.
Step 7: Stacking
With the check and document properly sequenced and oriented, the machine stacks
them in the appropriate stacker bins.
Your machine may be configured with 2, 3, or 4 stacker modules, with 8 bins per
module. The last bin in the configuration is for rejected checks and documents.

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Jobs
A job is a collection of the parameters the Eagle uses for processing mail. The jobs set
up by your service technician describe how your system will process your mail in the
same manner from run to run.
The Eagle scans documents and checks and stores the information it collects in
batches, which consist of one or more transactions (a check and a stub). If your
Eagle system has the IEM functionality installed, you can also send the information
the Eagle collects to another PC for further processing. Everything action the Eagle
performs to preocess your mail is set up in the specific job’s parameters.
Eagle processing rates
Input rate The Eagle can input up to 16,000 transactions or 32,000 documents per
hour. Throughput rates are dependent upon envelope and document length, as
described below.
Track Speed 160 inches per second (maximum rate at any point in the machine)
Factors affecting processing rates
Length of document The Eagle operates at a maximum track speed of 160 inches
per second. The rates quoted above assume an envelope length of 7.75 inches and a
document length of up to 7.5" to provide a good fit within the envelope. Shorter
envelopes and documents will enhance throughput rates; longer envelopes will
degrade the throughput rates, since fewer envelopes can pass through the machine
in a given period of time.
Paper quality Quality in document construction has two components: (1) the
content and construction of the paper itself, and (2) the consistency with which each
document is printed, perforated, and cut to size.
Paper basis weight 24 pound white wove (virgin) paper provides optimum
performance in most applications. A decrease in paper basis weight usually means a
decrease in the stiffness of the paper. This can result in a higher jam rate and poorer
performance. The Eagle system is designed to run best using envelopes and
documents manufactured from paper with a basis weight of 20 to 24 pounds.
Recycled paper has less stiffness for a given basis weight than white wove (virgin)
paper. This can generate excessive paper dust, and may degrade performance.
Quality of envelope construction Well-constructed envelopes have a positive impact
on the throughput rate. Poorly constructed envelopes – those with out-of-specifica-
tion window locations, for example – can require an unusual orientation of the
envelope as it feeds into the system. This is not an optimal situation, because the
jam rate in the extractor will likely be higher at the reverser, causing overall produc-
tivity to degrade.
A quality envelope and document, designed within specifications, will contribute
greatly to optimum performance of the machine.