Configuring Marks within the OMR Type for a Standard OMR - Image Statements - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Image Statements

Platform
OnBase
Product
Image Statements
Release
Foundation 23.1
License

After the OMR Type has been configured, it is necessary to configure the marks within the type. To configure the marks:

  1. Select Printing | OMR Configuration. The OMR Configuration dialog box is displayed.
  2. Select Marks. The OMR Mark Configuration dialog box displays. It consists of two parts: The OMR Mark #: field and the Mark Arrangement field. Marks are configured in the OMR Mark #: field first.
  3. In the text field on the left under OMR Mark #:, type a name for the OMR mark. Click Create.
    Note:

    Naming the marks in a descriptive fashion (e.g., “Safety Mark”) will make configuring the Mark Arrangement easier.

    Note:

    OMR mark names are limited to 24 characters.

    Note:

    Once created, OMR marks cannot be renamed.

    Note:

    Selecting a mark and clicking Remove will remove the mark and its settings from the database entirely.

  4. The OMR Mark Settings dialog box is automatically displayed.
    Note:

    The OMR Mark Settings dialog box is alternatively available for each configured OMR mark by selecting the mark and clicking the Settings button.

  5. Select a mark type for the mark from the Mark Type drop-down. With each mark type selection, different options in the dialog box become active. See below the Mark Type Option table for fuller explanations of the additional options for each mark type.

    Mark Type Option

    Description

    Generic Mark

    This mark can be used as a “safety mark,” “gate mark,” or “benchmark” to ensure that all documents are fed correctly through the processing machine.

    This type of mark can also be applied to either the first and last page OR all pages except the first and last. In this way, the processing machine can identify the beginning and end of a document.

    Note:

    When using this mark type, the Mark Printing Options become active.

    Wrap Around Sequence

    Use this mark to indicate a sequence of pages or documents. Wraparound sequences are an additional way to make sure documents are fed into the processing machine in the proper order.

    Note:

    Even though a Wraparound Sequence is configured as a single mark type, the proper number of marks for the chosen configuration will both display in the Mark Arrangement field and be printed.

    Note:

    When using this mark type, the Mark Printing Options and Sequence Options become active.

    Parity Mark

    Use this mark to ensure that each set of OMR marks has parity. This mark is used as a safety measure.

    Note:

    When using this mark type, the Mark Printing Options and Parity options become active.

    Divert Mark

    Use this mark when a separate enclosure must be inserted into a document. This mark will indicate the page of the original document at which the enclosure should be inserted.

    Note:

    When using this mark type, the Mark Printing Options and Divert Options become active.

    Blank Mark

    Use this option when a blank space is desired in place of a mark.

    Note:

    Although the mark is blank, the Mark Printing Options are still active when this mark is selected. This allows you to configure pages on which to place the blank mark. The mark will not be printed--a blank spot will display in the configured place.

    Embedded Mark

    Use this option in conjunction with embedded matched statements only and is enabled for use when Embedded Mark is selected in the Mark Type drop-down list. It can be mapped to a specific bit index of one of the three OMR string fields which may be included on an embedded statement or dynamic document. If the corresponding mapped bit equals one, the embedded mark is enabled during OMR printing. The mark will not print if the corresponding mapped bit equals zero. There are a total of 18 possible bits to map to. All page-based printing options are respected by this new mark

    After selecting the appropriate mark type from the drop-down, select the appropriate options to configure the mark type. Each options section is explained in a table below.

    Mark Printing Option

    Description

    All Pages

    The mark will print on all pages of a document.

    First Page Only

    The mark will print only on the first page of a document.

    Last Page Only

    The mark will print only on the last page of a document.

    All But First Page

    The mark will print on all pages but the first of a document.

    All But Last Page

    The mark will print on all pages but the last of a document.

    Sequence Option

    Description

    Min

    This is the starting point of the wraparound sequence.

    Max

    This is the maximum amount of pages/documents in the wraparound sequence and the desired ending point.

    Total Pages

    When this option is selected, the wraparound sequence will always count to the maximum number of pages selected, regardless of the page count in each document, and will repeat through the entire batch of statements.

    Document Pages

    When this option is selected, the wraparound sequence will follow the page count of each document. The sequence will reset to the configured Min amount at the beginning of each new document.

    Document Sequence

    When this option is selected, every page of a specific document is marked identically, and the sequence increments for each new document. For example, if a Min is set at 1, every page of the first document of the batch is marked as 1. Every page of the second document of the batch is marked as 2. This sequence continues until the Max number is reached, and then the sequence is reset.

    Maintain starting page on wrap-around

    When this option is selected, and a start page is configured, the wraparound sequence will begin printing on the configured start page. Within the document, the wraparound sequence will always continue in the configured pattern.

    For example, if this option is selected for a 10 page document with a start page of 2 and a wraparound sequence of 4, the following marks will print:

    Page 1 will have no mark.

    Page 2 will have wraparound sequence mark 1.

    Page 3 will have wraparound sequence mark 2.

    Page 4 will have wraparound sequence mark 3.

    Page 5 will have wraparound sequence mark 4.

    Page 6 will have no mark.

    Page 7 will have wraparound sequence mark 1.

    Page 8 will have wraparound sequence mark 2.

    Page 9 will have wraparound sequence mark 3.

    Page 10 will have wraparound sequence mark 4.

    Decrement WAS from Max to Min

    When this option is selected, the configured wraparound sequence will print on the statements in reverse. The wraparound sequence will start at the maximum value configured for the sequence and decrement to the minimum value before wrapping around. The default behavior is for the wraparound sequence to start at the minimum value configured for the sequence and increment to the maximum value before wrapping around.

    Parity Option

    Description

    Compute By Column

    Select this check box to compute parity for OMR marks by column. The default behavior of parity is to add up all the OMR marks in a mark type and add one mark to achieve the parity setting desired.

    When this check box is selected, the system will calculate parity by column instead. A mark will be added to the column the parity mark is configured for to achieve the desired parity.

    Even Parity

    Select this radio button to force an even number of OMR marks.

    Odd Parity

    Select this radio button to force an odd number of OMR marks.

    Divert Options

    Description

    Divert Count

    Enter the page number at which the separate enclosure should be inserted into the document.

    Embedded Mark Options

    Description

    Use First Page OMR Field

    Uses the first page OMR field from the statement footer.

    Use Middle Page OMR Field

    Uses the middle page OMR field from the statement footer.

    Use Last Page OMR Field

    Uses the last page OMR field from the statement footer.

    Mapped Field Index

    Specifies the digit place (1-18) within the OMR field.

    When each option is set satisfactorily, click Save. All mark settings can be edited after the mark has been saved.

  6. As soon as a mark has been configured, it is displayed in the Mark Arrangement field to the right of the OMR Mark # field. Each column area shown is one that was configured in the Number of Columns option in the OMR Type Settings dialog box previously. Displayed marks can be moved around in the columns to achieve the desired configuration of OMR marks. Depending on where the mark is placed, the Move Up, Move Down, Move Left, and Move Right buttons are enabled. Move the marks until the desired configuration is achieved.
  7. To save the mark configuration, click Exit.