Defining the Area - Report Mining - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Report Mining

Platform
OnBase
Product
Report Mining
Release
Foundation 23.1
License
Standard
Essential
Premier

“Area” refers to the portion of a page where Report Mining searches for information to extract. An area occurs once per page and is expected to be in the same place on each page in a document.

In the following illustration, the area starts at the top of the page and ends on the last line of the page. In this example, the area contains multiple record groups, and each record group spans several lines of the page.

Tip:

Refer to different document samples when configuring the area and record. Make sure the area configuration accommodates any differences within the pages being processed.

To define the area:

  1. From the Report Mining dialog box, select the Report Mining process.
  2. Click Data Config. The Report Mining Column and Data Configuration dialog box is displayed.
  3. Select a Document Type from the Document Types drop-down list.
  4. Click Area Setup from Report Mining Column and Data Configuration.
    The Area Configuration dialog box is displayed.
  5. Select whether the Beginning of an Area is non-tagged or tagged. This is the location on a page where the area starts.
    • Select Non-Tagged if the area starts on the same line on each page.

    • Select Tagged if the area is identified by a label or string of text. Use this option if the beginning of an area may vary from page to page.

  6. Do one of the following:
    • If you selected Non-Tagged, type the Line number where Report Mining should begin looking for data on a page. The first line on a page is number 1.

    • If you selected Tagged, define the following Beginning of an Area settings:

      Option

      Description

      Tag String

      Type the alphanumeric characters that identify where Report Mining should begin looking for information.

      For example, if ACCT is the tag string, the process will start searching a page at a location relative to the text ACCT.

      Note:

      Tag strings are case-sensitive. They can include space characters, but they cannot begin or end with space characters.

      Line

      Type the line where Report Mining should start looking for the tag string (relative to the top of the page).

      Column

      Type the column where Report Mining should start looking for the tag string (relative to the left side of the page).

      Width

      Type the number of columns within which Report Mining should look for the tag string (relative to the specified Column value).

      For example, if the Column is 6 and the Width is 18, then the process will start searching for the tag string at column 6 and stop searching at column 24.

      Height

      Type the number of rows within which Report Mining should look for the tag string (relative to the Line value).

      For example, if the Line value is 3 and the Height value is 4, then the process will start searching at line 3 and stop searching at line 7.

      Lines From Tag

      If the tag string is one or more lines above the beginning of the area, type the number of lines after the tag string where the area begins.

      For example, if the area begins one line after the tag string, type 1.

  7. Select whether the End of an Area is non-tagged or tagged.
    • Select Non-Tagged if the area contains the same number of lines on each page.

    • Select Tagged if the end of an area is identified by a label or string of text. Use this option if the number of lines in an area may vary from page to page.

  8. Do one of the following:
    • If you selected Non-Tagged, type the number of lines within the area in the Number of Lines in Area field.

    • If you selected Tagged, define the following End of an Area settings:

      Option

      Description

      Tag String

      The alphanumeric characters that identify where Report Mining should stop looking for information.

      For example, if TOTALS is the tag string, the process will stop searching a page at a location relative to the text TOTALS.

      Note:

      Tag strings are case-sensitive. They can include space characters, but they cannot begin or end with space characters.

      Column

      The column where Report Mining should start looking for the tag string (relative to the left side of the page).

      Width

      The number of columns within which Report Mining should look for the tag string (relative to the specified Column value).

      For example, if the Column is 6 and the Width is 18, then the process will start searching for the tag string at column 6 and stop searching at column 24.

      Lines From Tag

      If the tag string is one or more lines above the end of the area, type the number of lines after the tag string where the area ends.

      For example, if the area ends one line after the tag string, type 1.

  9. Click Save.
  10. Continue to Defining Record Groups.