So, to recap. Configure an input source, configure a profile, the input source categorizes an image(s) into a Batch Profile. (This is my simplistic understanding)

Once the images are in the batch profile they need to be ‘indexed’. I believe that ‘indexing’ is what assigns them to a document type.

So, right click, create new batch profile. Then you will need to place a start.

In our case this first thing we needed to do was remove any blank pages. So click the QSX button, and choose the ILINX Cleanup.

Use the line tool to draw a path from the start to the ILINX Cleanup. To configure the Cleanup you simply need to right click on it and then choose configure.

In this example the remove border is checked as well as the delete blank batch pages. The 1500 bytes setting determines what is considered a blank page.

The next process is to do the barcode separation. This post http://ecmtechnicalsupport.wordpress.com/2010/01/30/barcode-document-separation-with-ilinx-capture/ covers some of the options.

In our case we only really have one ‘type’ of document, our incoming vendor invoice. Unfortunately this doc is routed all over crime and creation. So lets add the ILINX Barcode QSX and then configure it.

So this Tab does a few things. It enables document separation. It detects barcodes of the 3 of 9 flavor, it deletes what it determines are separator pages, and it uses a prefix (In our Case NFFC-) and assigns that to be the AP Doc document type. By using the Prefix other barcodes that don’t have the prefix will be ignored (so it won’t try separate on a vendors barcode for example)

As I mentioned earlier, we want to use the barcode to determine the ‘route’ an invoice would take. Inside of our ‘AP Doc’ document we have a Picklist configured with various routes: for example Sales, IT, Accounting etc… so then our trusty ImageSource consultant helped us configure the Barcode Recognition so that the Route read from the barcode would be inserted into the Route picklist field of our ‘AP Doc’. So, on the Barcode Recognition tab:

This screen allows you access to both Batch fields as well as document fields. To configure them you simply double click on the field value you want to set. i.e. in our case double click Route which brings up this configuration screen. We choose the map by barcode number, so we set a 1 for it to process the first barcode that it encounters, then we set the Prefix Filter and check the checkbox to remove the prefix from the barcode value (since our route is named IT and not NFFC-IT)

To create barcode sheets is pretty easy, download yourself a free 3 of 9 font, install it, open up wordpad type your barcode value surrounded by asterisks in all CAPS. For example

*NFFC-ACCOUNTING*

Then select the text you typed and change the font Code 3 of 9. If you have a barcode scanning gun you can scan it to make sure it reads, or print it and then scan it and use the ‘Test’ button on the Barcode Recognition tab screen, and then select your type and image to see if it can read your barcode.

So that’s about it for barcodes. (Well there are many things you can do with them, but this is one configuration) I will cover some more topics next time, until then happy ECM trails.