Working with the Document Setup - New OMR File Wizard

Select New OMR File from the Getting Started Options dialog to start the Document Setup wizard. This is a series of dialogs that prompts you for information about the document. Set options on each wizard dialog, then click Next. At any time during document setup you can click Finish to build the document; the defaults are used for the remaining options.

What's on the Screen?

The document setup wizard includes the following steps:

1. Set Scanner Options

   This step specifies the type of scanner you plan to use to scan forms.

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   Brand	Select a Scantron scanner family. Different scanners have different form requirements. Selecting the scanner family and model determines the choices available for the other elements of this dialog.
   Model	Select the model of your scanner. The selection box only displays the models for the scanner family you selected under the Brand option. TIP: If you are designing a document that will be used on a variety of models or you don't know what model you have, select the General Scanner Family option.
   Read Type	Select the read head type of the scanner for which you are designing the document. This is where the possible dropout colors are determined for the document. There are two options: Ink: A scanning system designed to process forms marked with a blue or black ink pen, typically a ball point pen. Felt tip pens as usually discouraged as the ink may soak through the paper. Ink read scanners can also read black lead pencil marks. Pencil: A scanning system designed to process forms marked with a pencil, typically a Number 2 black lead pencil. TIP: Due to the use of a different light source (white versus red or infrared), the iNSIGHT 20/20 Plus and iNSIGHT 30 scanners use a different set of form colors than other Scantron scanners. See Color Options for Data Collection Forms or Appendix A of the appropriate scanner's Operator's Guide or the appropriate color book (if available) for a list of form colors approved for use with these scanners.

2. Set Response Options

   This step specifies the type of response grids you want to use as the default for the document. The selections available are based on the scanner model selected in the Document Setup, Scanner Options dialog. The scanner and read head type you selected are listed for your reference.

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   Response Style	Select the response position shape you want for your document. This can be ovals or circles. Only the types supported by your scanner model and read type selection are available. Each response type has its advantages. For example, circles are easier to fill in than ovals, but ovals take less room. If you are not sure which is best for your application, contact Scantron Technical Support. NOTE: In some cases, OMR response shapes may not appear to be smoothly shaped circles or ovals. Accurate rendering of these shapes on your monitor depends on your operating system, your display settings, the zoom percentage you have selected, and other factors. Printed OMR response shapes will be smoothly rendered.
   Grid	Select the response grid spacing for the response positions on your document. Circle responses support 6x5 and 6x6 grids while oval responses support 6x5, 6x6, and 6x8 grids. The selection is based on the scanner, read head type, and response style you selected in previous document setup options. The grid spacing dimension is based on the number of response positions in one square inch. The first number is the read head (horizontal) spacing and the second is the timing mark (vertical) spacing. The grid spacing you choose depends on the space you have on your form and the audience using the form. For example, senior citizens may have trouble seeing the smaller bubbles in a 6x8 grid, so with that particular audience you might decide to use a 6x5 grid. When you select a grid option you can see a sample of the grid on the left side of the dialog. The grid spacing you select determines the background grid lines that will be displayed in your document background workspace if you have selected Grid Lines in the View Menu. These are also the dimensions that will be used as the base for the Snap to Grid feature.

3. Set Color Options

   This step specifies the colors you want to be able to use in the document. The selections available are based on the scanner model selected in the Document Setup, Scanner Options dialog. The scanner and read head type you selected are listed for your reference.

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   Selected Colors	Specify the colors available for document design. When you first enter this dialog, the colors listed are black, white (opaque), and a dropout color appropriate for the scanner model you selected in Document Setup Scanner Options dialog. To add more colors to this list click Change. When you exit this dialog, the colors listed here are what will be available for use in the document. Black and white colors are required. You can have a maximum of seven colors (including black and white) for single-sided documents; nine colors (including black and white) for double-sided documents.
   Change	Add and delete colors available for use with your document. You cannot delete black and white. CAUTION: Some colors are marked as discontinued in the Change Colors dialog. They are no longer supported by Scantron Print Services but are still listed in DesignExpert software so that you can open a file created in an earlier version of the software and identify where a color change may be required. TIP: Due to the use of a different light source (white versus red or infrared), the iNSIGHT 20/20 Plus and iNSIGHT 30 scanners use a different set of form colors than other Scantron scanners. See Color Options for Data Collection Forms or Appendix A of the appropriate scanner's Operator's Guide or the appropriate color book (if available) for a list of form colors approved for use with these scanners. For the iNSIGHT 20/20 Plus and iNSIGHT30: Select the primary dropout color from the Drop-Out Colors and Highlight Colors list. The list automatically adjusts to display the second colors that are available. You can then select the second color, and the list adjusts to display the third colors that are available.

4. Set Page Size Options

   This step specifies the page size and orientation of your document.

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   Standard Sizes	Select the page size for the form you are designing. The physical size displays in the Page Size area. If you do not see a standard size that meets your needs, select Custom and enter the dimensions in the Page Size text area.
   Page Size	View the page dimensions for the size selected in the Standard Size selection box. OR Enter the desired page size dimensions of your customer page size in this area. Change the units used to define the page size by scrolling through the units of measure and choosing one. The software automatically converts the dimensions to reflect the selected unit of measure. NOTE: You cannot create a Custom size that is larger or smaller than the maximum or minimum page size allowed by the scanner you have selected.

5. Set Paper Options

   This step specifies the paper type and printing format for the form. Choices you make here affect the remaining wizard dialogs you will see.

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   Single-Part, Multi-Part, or Booklet	Choose the physical structure you want to use in your form: Single-Part A flat single sheet of paper. Multi-Part Used to capture the same “marked” data onto multiple copies of the same form, with the top sheet used as the scannable document. These form sets can be produced as either snapsets (cut sheet set) or as continuous sets. They can also be produced as either carbon inter-leaf sets or NCR (no carbon required) sets. Booklet A set of cut sheet forms collated in a specific sequence. Stitched booklets have one or two staples in the fold of the signature, holding the pages together. Glued booklets are trimmed at all folds, then the spine is clamped and glued together. Usually booklets also include perforations, to remove the individual sheets for scanning. If you need more detail about these structures, contact Scantron Technical Support. When you choose Multi-Part or Booklet, the subsequent Document Setup dialogs change to reflect the additional options available for the selected structure. Also, if you choose Booklet, you cannot choose the Single Sided, Double Sided, or Continuous options. NOTE:Scantron DesignExpert software does not support merge printing, including pre-printing, pre-slugging, and bar coding, for multi-part forms or finished booklets. Merge printing can, in some cases, be performed with booklet pages before the booklet is bound.
   Single Sided or Double Sided	Choose Single Sided if you want to print on only one side of the form. Choose Double Sided if you want to print on both sides of the form.
   Cut Sheet or Continuous Form	Choose Cut Sheet if the document page(s) are not attached to each other. Choose continuous form if you are planning to use a tractor feed to feed your forms through a line printer. NOTE:Scantron DesignExpert software does not support merge printing, including pre-printing, pre-slugging, and bar coding, for continuous forms.

6. Set Additional Paper Options

   Depending on what you selected in Step 5, you may also see the following steps.

   If you selected Multi-Part in Step 5	If you selected Booklet in Step 5
   Set Multi-Part Options This step specifies the options needed to develop multi-part forms.The dialog appears only if you selected Multi-Part on the Paper Options dialog. Use this element… …to… Number of Parts Select the total number of parts in your form, up to six. Contact your Scantron Print Services Customer Service Representative for information on designing multi-part forms with more than six parts. Glue Pos Set the location on the form where the glue binding will be. The squares correspond to the top, bottom, left, and right positions. This option is only enabled if you select Cut Sheet in the previous step. Crimp Pos Set the location of the form where the crimp binding will be. This option is only enabled if you selected Continuous in the previous step. Crimping a form is typically used in continuous multi-part forms where a strong binding is not needed. The squares correspond to the top, bottom, left, and right positions. Design Color by Part Define the colors available for each part of the form. Select a Part other than 1. Check Same Color as Part 1 set the specified part to use the same colors as Part 1. Clear this box to specify different colors for this part. (If you cleared the checkbox) Select the color for the selected part. Repeat these steps for each part.	Set Booklet Options This step specifies the length of the booklet and type of binding used on the pages.The dialog appears only if you selected Booklet on the Paper Options dialog. Use this element… …to… 4-Page Folder Specify that the form does not require a binding type but uses a 17" x 11" sheet folded in half to form 4 pages. 8-Page Glued Booklet Specify that the form uses 4 sheets (8 pages) bound at the spine with glue. An eight-page glued booklet can have a Litho-code on all four scannable sheets. 8 or More Pages Specify that the booklet should have stitched (or stapled) binding and 8 or more pages. Use the arrows in the scroll box to select the number of pages you want. You are limited to increments of 4 pages. The eight-page stitched booklet can only have a Litho-code on two of the four scannable sheets. Other than this, the main difference between the 8-page choices is the aesthetic impact of a glued booklet versus a stitched one. If you need more than 120 pages in the booklet, contact your Scantron Print Services Customer Service Representative for more information on how to design your form. NOTE: Scantron DesignExpert software does not support merge printing, including pre-printing, pre-slugging, and bar coding, for finished booklets. Merge printing can, in some cases, be performed with booklet pages before the booklet is bound.
   Set Marginal Words Options This step specifies how the marginal words appear on your multi-part form. Marginal words appear in the form margins, and generally provide identification for each form part (e.g., "Original", "Human Resources Copy", "Employee Copy"). You can specify different marginal words for each part. The dialog appears only if you selected Multi-Part on the Paper Options dialog. Use this element… …to… Text and Color by Part Define the text content and color for the marginal words. Select a part. Type the text you want printed in the margin. Choose a color for the text. This list comes from the list of colors for the part you selected in the previous wizard dialog. Repeat these steps for each part. Position Set the location for the margin text. Select a part Select a position. The position buttons are oriented in relation to the form shown in the illustration in this dialog. That is, when the illustration shows the binding at the top, then selecting the top left position button causes the word to print in the top left edge of the form. If you select one of the two middle positions, the words will print along the margin, or sideways when compared to how they would print if you had selected another position. Repeat these steps for each part. Change Font Set the font attributes for the margin text. Each part's margin text can have different font attributes. Select a part. Click Change Font… Choose a font, size, and attributes. See Font dialog for details. Click OK. Repeat these steps for each part. Special Instructions Add up to 300 characters of special instructions for Scantron Print Services concerning your multi-part form. Anything you enter here automatically appears in the Job Specifications sheet. See the Special Instructions dialog for details.	Click Finish; if you selected Booklet, there are no further options.
   If you also selected Continuous in step 5, go to the next step.

   Set Continuous Options (only if you selected Continuous in step 5)

   This step specifies select carrier strip width and location for continuous forms. This dialog appears only if you selected Continuous on the Paper Options dialog.

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   Carrier Strip Width	Select 1/2" or 5/8".
   Carrier Strip Location	Select the strip location. The carrier strips can be located on the top and bottom, or on the left and right sides of your form.

Once you complete the Document Setup Wizard, you can start adding shapes, response grids, hand print areas, skew marksBlack ovals printed on a form used to provide additional integrity checking on the form's printing, dimensional stability of the paper, and transportation of the form through the scanner. If the form if printed at low precision (e.g., by a laser printer) or a feed problem that occurs during scanning skew marks prevent user marks from being mis-read.  Skew marks are used to add an additional layer of data integrity checking. Skew marks appear on the edge of the paper opposite the guide edge. See Also form ID, guide edge, timing marks, and other elements to your form.

How do I…