Opex FalconV User manual

© 2016 OPEX®Corporation
All rights reserved. This document is provided by OPEX for use by their customers, partners and dealers. No portion
of these materials may be reproduced, published, or stored in a database or retrieval system, other than for its in-
tended use without the express, written permission of OPEX Corporation.
December 13, 2016
Document Revision 16-01
FalconV User Manual
Standard Scanning

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FalconV User Manual - Standard Scanning - OPEX Corporation
Document History
If you find errors, inaccuracies, or any other issues or concerns with this
document, please contact the OPEX Technical Writers via email at:
[email protected]
Opex part no. 5083100
Doc
Rev Date Changes
16-01 Dec. 13, 2016 Initial Release.

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FalconV User Manual - Standard Scanning - OPEX Corporation
Table of Contents
Document History ................................................................................................ 2
Table of Contents ................................................................................................ 3
Chapter 1
Introduction
About this Manual ................................................................................................ 8
Overview .............................................................................................................. 9
How the FalconV works ..................................................................................... 11
Software ........................................................................................................ 11
Jobs .............................................................................................................. 12
Page types .................................................................................................... 13
FalconV Specifications ...................................................................................... 13
Chapter 2
Operation
Overview ............................................................................................................ 16
Safety precautions ........................................................................................ 16
Ergonomics ................................................................................................... 17
Main Controls and System components ............................................................ 18
Getting Started .................................................................................................. 21
Navigating the FalconV CertainScan software .................................................. 23
Running Jobs ..................................................................................................... 25
Using the Run Screen ....................................................................................... 26
Thumbnail view tabs ..................................................................................... 33
Information window ....................................................................................... 47
Scanning items .................................................................................................. 63
Skew ............................................................................................................. 64
Assigning a page type ................................................................................... 67
Adjust image quality, alternate track speed, and alternate DPI .................... 69
Rescanning items .............................................................................................. 72
About the Rescan Feeder ............................................................................. 73
About the pre-feeder mechanism .................................................................. 75

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Deleting items from the batch ....................................................................... 77
Voiding items and sets .................................................................................. 77
Suspend and Resume Multiple Batches ....................................................... 80
Closing/Starting a batch and exiting the job .................................................. 81
Internal Batch Editor .......................................................................................... 83
Using Batch Editor to fix incomplete batches ................................................ 83
ID Assist ............................................................................................................ 85
Using IdAssist ............................................................................................... 85
IdAssist functions .......................................................................................... 86
About the Multi-slot ID Assist ........................................................................ 87
Key assist ...................................................................................................... 89
Clearing paper jams ...................................................................................... 89
Clearing the bins ........................................................................................... 92
Chapter 3
Maintenance
Touchscreen Monitor ......................................................................................... 94
Calibrating the monitor .................................................................................. 94
Removing/Replacing the printer cartridge ......................................................... 95
Accessing the printers ................................................................................... 95
Adjusting the printer carriage position ......................................................... 100
Attaching the bins and stacker fingers ............................................................. 102
Cleaning the system ........................................................................................ 106
Conveyor and transport assemblies ........................................................... 107
Contact image sensor ................................................................................. 107
Feed assembly ............................................................................................ 109
Chapter 4
Statistics
FalconV Statistics ............................................................................................ 112
Creating statistic reports ............................................................................. 112
General Information statistics ..................................................................... 116
Overall System Performance Measures statistics ...................................... 117

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Performance Details statistics ..................................................................... 119

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1
FalconV
User Manual - Standard Scanning
Introduction
About this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
How the FalconV works . . . . . . . . . . . . . . . . . . . . . . . . 11
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Page types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
FalconV Specifications . . . . . . . . . . . . . . . . . . . . . . . . . 13

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FalconV User Manual - Standard Scanning - OPEX Corporation
About this Manual
The purpose of this manual is to instruct operators of the FalconV in how to use
the scanner to perform tasks. This manual was written for standard scanning. If
you use the FalconV for remittance processing, please refer to the “FalconV
User Manual - Remittance Processing” document. For additional information
on how to set up jobs, page types, audit trails and other functions of the
machine, consult the appropriate FalconV CertainScan Manual (Standard or
Remittance).
5 Programmable sort bins
Touchscreen PC monitor
Printer
In-line recognition:
Rescan feeder
Conveyor/Feeder
MICR, OCR, BCR,
OMR, Thickness Detect
Multi-slot ID Assist
1 Programmable straight path sort bin
Integrated
Workstation
CertainScan Windows 7 or 10 PC
Rack system
with bin trays
External Digital
Capture support

Introduction 9
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Overview
OPEX’s innovative one-step scanning process continues with FalconV™. With
five programmable sort bins and enhanced multi-feed detection, FalconV
increases the functionality and flexibility of its universal document scanning
workstations. FalconV combines the performance of a high-capacity
production scanner with OPEX’s unique prep-reducing process. Regardless of
your document scanning needs, FalconV is designed to attack the most difficult
and daunting workflow challenges.
This user manual is for both the FalconV™ (desktop) and the FalconV RED™
(integrated) universal document scanning workstations.
Features of the FalconV include:
• CertainScan 4.0 Software & Host PC available in Windows 7 or Windows 10,
32-bit or 64-bit systems
• Color 22” LCD display with touch-screen controls
• Duplex scanner with native 300 DPI scanning (600 DPI capability on
Windows 10 64-bit systems)
• Selectable color drop-out
• Front and back audit trail printers
• Automatic and one-touch page classification
• Automatic Deskew
• 7 Ultrasonic Multi-Feed Detectors
• Thick document sorting
• 5 programmable sort bins plus one bypass bin
• Robust stack feed capabilities
• Mixed document capture
• Packet Sensing technology
• Early Envelope Detect
• IDAssist
• Up to 12 unique page types

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• Rescan Feeder - for rejected piece refeeds
• Available in two different platforms: Desktop and Integrated
OPTIONAL FEATURES
• External digital capture
• Multi-slot ID Assist
• Audit trail printers (front & rear)
• Rear graphics printer for signature and Code 39 barcode printing
• VRS* Technology Image Enhancement
• MICR reader
• Key Assist
• Reference ID
* VRS is a registered trademark of Kofax, Inc.

Introduction 11
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How the FalconV works
The FalconV scanner is controlled by a single Windows 7 or Windows 10
driven PC. The operator interacts with the system via the CertainScan software
and simply drops items onto the conveyor. The system scans the items based
on the current job parameters. The scanner can capture barcode, MICR and
OCR information, print audit trails on items, and sort them to a specified bin.
Software
The FalconV uses two software applications which control the system:
INtime Controller - The INtime Controller runs in the background of the
CertainScan software and controls all machine related functions, such as
monitoring sensors, triggering gates, and turning motors on and off. The INtime
Controller runs in its own real-time operating system, called INtime. You do not
need to access the INtime controller and should never close the INtime
window. INtime 6 is required when the underlying operating system is Windows
10. CertainScan 4.00 will still work properly on Windows 7 and INtime 4. Note
that each product and product configuration may have some feature limita-
tions.
CertainScan - The CertainScan software interfaces with the Controller and
manages the non-machine related functions performed by the scanner.
CertainScan provides an interface for setting up jobs, page types, audit trails,
and for running jobs. This is the main interface with the machine.

12 Introduction
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Figure 1: CertainScan Run Screen example
Jobs
A job is a collection of parameters the FalconV uses for scanning items. The
jobs you set up allow you to process items in a similar manner from run to run.
The scanner captures images of items and stores the information it collects in
batches, which consist of one or more sets. The definition of a set can vary
from customer to customer, and even from job to job. A set may consist of
several page types. For example, a folder, patch sheets, and the contents of
the folder.
Structured vs. Unstructured jobs
Structured jobs require you to scan items in a particular order. For example,
when running a structured job, the machine may prompt you to scan a folder
first, then a form, then a patch code, and/or another document, and finally
another patch code to signify the end of the set. If a page type is scanned out
of sequence or if the system is expecting a certain page type, the system will
alert you.
In an unstructured job, you can scan any of the expected page types in any
sequence. The only restriction is that the boundary, in most cases a patch

Introduction 13
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code, is scanned last. The boundary tells the system the current set is
complete and the next set will begin.
Page types
The term “page type” is used to specify a collection of criteria that a piece must
meet to be classified as a certain type of item; i.e., length, height, barcode,
mark detect, MICR, etc. The system uses the page type parameters set up by
your System Administrator to classify items that come into the system. When
the scanner processes items in a job, it gathers data (such as length and width)
on each item and compares the item to the page types you have designated for
that job. This is how the system identifies each item scanned into the system.
The system then collects the appropriate data from the item and sorts it
according to the current job parameters.
FalconV Specifications
Table 1: FalconV Specifications
Document Feeding
High-capacity auto feed
Continuous drop-feed
Packet feed
Rescan feed
Document Specifications
Width: 2.0” to 12.23” (5.08 cm – 31.06 cm)
Length: 3.5” to 18.25” (8.89 cm – 46.36 cm)
if running Win 7 32-bit OS;
3.5” to 25.50” (8.89 cm – 64.77 cm)
if running Win 7 or Win 10 64-bit OS.
Scanning Speed Up to 110 ppm / 220 ipm @ 300 dpi
In-line Recognition OCR, OMR, barcodes, document type ID
Media Detection Multifeed detection, height, length, skew and
envelope detection
Document Separation 5 programmable output sort bins 1 programmable straight-path sort bin for extra
thick and delicate items

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FalconV User Manual - Standard Scanning - OPEX Corporation
Daily Duty Cycle unlimited
Maximum Dimensions
(H x W x D)
FalconV - 71.5” x 102.0” x 32.5”
(181.61 cm x 259.08 cm x 82.55 cm)
FalconV RED - 61.50” x 111.0” x 42”
(156.21 cm x 281.94 cm x 106.68 cm)
Weight
• FalconV RED = 686lbs (311.164 kg)
• FalconV (adjustable height electricT) = 365lbs
(165.561 kg)
• FalconV (adjustable height manual T) =
355lbs (161.025 kg)
Electrical Specifications 100-240 VAC 50/60Hz
Power Consumption Idle: 120VAC - 1.15 amps, 138 Watts
Operating: 120VAC - 2.21amps, 265 Watts
Bundled Software CertainScan™ 4.0 64-bit host software, CertainScan Edit™, OPEX Transform™, OPEX
standard barcode package, Windows 10 64-bit
Additional Features
OPEX-provided CertainScan PC
Flat-panel 22” touch-screen
Packet Sensing Technology
IDAssist™
Optional Features
Audit trail printing (front and rear)
Rear graphics printer (for signature and Code
39 barcode printing)
VRS* technology image enhancement
Key Assist™
Reference ID
MICR Reader
OPEX-provided generic mount for external
capture device
Multi-slot ID Assist
*VRS is a registered trademark of Kofax, Inc.
Available Models FalconV™, FalconV RED™
Table 1: FalconV Specifications (continued)

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Operation
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Main Controls and System components . . . . . . . . . . . . 18
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Navigating the FalconV CertainScan software . . . . . . . 23
Running Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Using the Run Screen. . . . . . . . . . . . . . . . . . . . . . . . . . 26
Scanning items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Rescanning items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
ID Assist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

16 Operation
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Overview
This chapter provides safety precautions, user interface information, and basic
procedures on how to run the machine to process items with the Falcon.
Note: This manual describes operation of the FalconV scanner. If you have a
FalconRED™ (Model 72 Rapid Extraction Desk installed), refer to the
Model 72 Operator Guide before proceeding with this manual.
Safety precautions
Follow these safety precautions to avoid injury when operating the Falcon.
Failure to follow these precautions may result in severe personal injury or
damage to the machine.
• Be careful when working with AC power. Electrical wiring can be hot any
time the machine is plugged in. Failure to use caution may result in electric
shock or death.
• Do not set liquids (such as drinks) on the scanner that could spill into the
machine.
• Keep loose objects away from any exposed, moving parts of the machine.
The moving parts of the FalconV can become jammed and/or damaged by
foreign objects. Also, keep hands, hair, loose clothing or jewelry away from
the moving parts.
• Do not attempt to clean the machine while it is running. A cloth (or similar
material) should never be used to clean moving parts such as belts or
rollers. The use of such material on moving mechanisms can result in
damage to the machine or severe personal injury.
• Do not use flammable, high pressure, “canned air” to clean paper scraps and
dust from the machine.
• Do not move the machine while the power is on. Unplug the machine from
the power source first.

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Ergonomics
As in any occupation which requires you to perform the same motion
repeatedly during the course of your work, it is important to consider how you
perform your task. Always use proper operating procedures when operating
the Falcon. Follow the directions for using and adjusting your chair and
scanner. Using improper procedure can result in a potentially serious injury.
The FalconV scanner has been designed for safe operation by over 95% of the
user population. Operation by individuals with limited reach capability or who
cannot follow the suggestions listed should be avoided or limited in duration.
To reduce possible risks, we strongly urge you to follow these suggestions:
• Maintain an upright body posture.Avoid the tendency to slump in your chair.
The angle between your torso and thighs should always be close to 90
degrees.
• Adjust the seat height on your chair or the height of the scanner so that your
elbow is approximately even with the top of the work surface when your
arms are near your sides and your feet are flat on the floor.
• Adjust your chair position to allow your torso to touch the front edge of the
scanner work surface. Chairs with arm rests that prevent this body position
should not be used.
• If the touchscreen is used frequently during processing, adjust the screen’s
position to minimize your reach movements to the frequently touched areas.
• Your position should allow you to comfortably reach the frequent work pick-
up area(s) and the frequently touched areas of the screen without extending
either arm fully or changing your posture.
• Occasionally change the angle of your posture and, if possible, vary your
tasks to create short breaks from the most repetitive motions.
• If possible, avoid operating the machine for longer than a single 8-hour shift.
While no suggestions can guarantee completely against work-related injuries,
you will certainly increase your comfort and safety while operating the FalconV
if you put these suggestions into practice. The scanner has been designed with
you in mind. If it is operated correctly, you should find your work experience
comfortable and enjoyable.

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Main Controls and System components
Figure 2: Main Controls and components
Descriptions of the main controls and components of the FalconV system can
be found on the following pages.
5 Programmable sort bins
Touchscreen PC monitor
Printer
In-line recognition:
Rescan feeder
Conveyor/Feeder
MICR, OCR, BCR,
OMR, Thickness Detect
Multi-slot ID Assist
1 Programmable straight path sort bin
Integrated
Workstation
CertainScan Windows 7 or 10 PC
Rack system
with bin trays
External Digital
Capture support
Main Power Switch
UPS

Operation 19
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Main power switch The main power switch is located on the left cover, as
shown in Figure 2. This is the main “on/off” switch for the FalconV system.
UPS (Uninterrupted Power Supply) The APC UPS supplies battery power
to the PC and monitor to allow a controlled shutdown of the Windows operating
system. The scanner should be plugged into the “surge only” side of the UPS.
CertainScan PC The 64-bit PC with Windows 7 or Windows 10 operating
system houses OPEX’s feature-rich CertainScan 4 host software.
Touchscreen monitor Use the monitor to log in and out of the FalconV
system. The monitor’s touchscreen controls should be used to operate the
system and run jobs.
Keyboard/mouse Typically, the keyboard and mouse are only used for
setting up jobs and for use with other software. Use the touchscreen monitor
for running jobs and operating the machine.
Multi-slot ID Assist (option) This option requires the use of an external
tower which has three slots. Multiple actions can be performed based on how
you swipe items in the tower’s three slots. For more on using the optional Multi-
slot ID Assist feature, see “About the Multi-slot ID Assist” on page 87.
MFD Override button The MFD override button
allows you to disable the ultrasonic multifeed
detector when you are scanning thicker pieces,
such as items with sticky notes attached.
IdAssist indicator The blue IdAssist indicator
LED will light up when running a job that includes
IdAssist. Also, when the operator triggers IdAssist
the LED will go out briefly, indicating to the
operator that IdAssist has been activated. For more
on using IdAssist, see “ID Assist” on page 85.

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Conveyor Angled roller system that edge justifies items before entering the
feeder.
Feeder The feeder uses a combination of electromechanical devices to
control how it will receive individual pieces or stacks, singulate them, and drive
them towards the scanner.
Rescan feeder A mechanism that allows the operator to feed (one at a time)
items into the machine which had been rejected or the auto-feeder is not able
to feed. See “About the Rescan Feeder” on page 73 for more details.
Audit trail front and back printers (option) The optional audit trail printers
are located behind the sort bins. Audit trails can be applied to the front and/or
back of each scanned item.
Rear graphics printer (option) In place of the standard rear audit trail
printer, this optional printer is capable of printing graphics such as signatures,
logos and Code 39 barcodes. Up to five different graphics can be sprayed.
Sort bins Scanned items are sorted into one of five programmable sort bins,
with an additional pass-through bin for sorting large or delicate items.
External Capture device (option) An optional
pole and mounting arm are available for a camera
which can be used to capture images of items
unable to be scanned by FalconV and inserted
directly into the batch.
The external capture feature can be used without
stopping the track. If the track is running when this
feature is used, CertainScan will automatically
pause the feeder. When the external camera
images have completed processing, the feeder will
resume running.
Note: The camera is not included in this option,
just the pole, mounting arm, and software
needed.