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Form Recognition Testing

The reason for recognition testing your template is to make sure your scanned forms will be identified using the Form ID Barcode during form processing and to make sure all response marks in checkboxes will be detected and accurately marked by the form processor.

There are two parts to Form Recognition Testing, the Print Preview and the Test Preview.

The Print Preview checks that your form is properly designed by detecting the barcodes, segments, fragments and any test marks in checkboxes which have been added to the form template.

The Test Preview is for testing a scanned image of the printed, finished form template before you publish it. This will confirm the quality of images from your scanner, your scanner's settings and if the Recognition Settings of FormReturn are set high enough to capture the handmarks made in checkboxes. You will want to make sure all these form components are properly detected before publishing and printing your forms.

 

 

The Preview Check box is used to show if Barcodes, Segments, Fragments and Marks in Checkboxes are detected.

 

 

 

 

 

IMPORTANT: If a form template has any undetected components, you will need to go back to the segment editor or form editor where they were added, and correct any errors.


Recognition Print Preview:

A Recognition Print Preview  can be performed at any time during the designing of your segment or form template. It determines that barcodes, segments and fragments that have been added to the form template can be detected. In the print preview you can also check to see if all your text in text areas is shown. Sometimes if the text area isn't big enough for the amount of text you typed, some of the text will be invisible. Just make the text area a bit bigger. It doesn't matter if the edges of text areas overlap with each other.

To perform a Recognition Preview on your segment or form, choose the Recogniton Preview tab.

recognition preview

 

 

Choose the Print Preview tab.

Click the boxes in the Preview check Panel to show if the barcodes (Form ID Barcode and segment barcodes), segment and Fragments  have been detected by checking each box.

If you want to test how marks in checkboxes will be detected, go back to the editor and place crosses using the line tool, in some of the checkboxes. Don't forget to go back and delete the crosses before you go ahead and publish the form.

preview check

 

 

 

 

 

Note: Make sure the Form ID Barcode, the two segment barcodes, the segment and all the fragments are detected separately.

The form components that are recognized will be highlighted with a colored border.

 

 

 

 

 

 

 

 

 

 

 

Screenshot of the Recognition Preview of a form template showing the Form ID Barcode detected with a pink border, the segment barcodes detected with a blue border, the segment detected with a green border, the fragments detected with red borders and a test mark detected Marked:(C). Note: Make sure all the fragments/mark areas are detected separately.

Detect Barcodes and Detect Segments are checked to determine that the Form ID Barcode,the segment barcodes and the segment border is detected.

detect barcodesdetect segments

 

 

 

 

 

Detect Fragments and Detect Marks are checked to determine if checkbox mark areas have been added and set up properly and if marks added to checkboxes are properly detected. (Because the print preview is not performed from a scanned image, you can check how marks in checkboxes will be determined by placing crosses in them using the line tool in the editor toolbar. Note:don't forget to delete them before the form is published) When Detect Fragments is checked, each checkbox mark area on the segment or form should be detected / highlighted separately.

detect fragmentsdetect marks

 

 

 

 

If any fragments aren't detected, then it means there could be something not set up properly in the mark area properties dialog or the fragment could be touching or overlapping with another component or the segment's margin. Note: Each checkbox mark area must have a different Captured Data Field Name.

Marks can be added to checkboxes, using the line tool, to test before printing, if marks in checkboxes are accurately detected. After adding a mark, save the segment or form, then perform the Recognition print preview to see if the marks are detected in the correct checkboxes. (Note: Don't forget to delete the marks before loading the segment onto the form template or publishing the form.)

line

 

 

 

Test marks added to checkboxes using the Line tool.


Recognition Test Preview

A Recognition Test Preview is performed when your form template is ready to be published, to test the quality of a scanned image of your form using your scanner. (If there is more than one page in your form template, each page should be scanned and viewed separately). Scanning a single form and looking at it in the test preview, will let you determine if your scanner's settings are correct and whether the default Recognition Settings of FormReturn are set high enough to detect the handmarked responses from your form images. Quality scanners which produce clear images are an important factor of form processing using OMR software.

Note: the scanned image in the test preview is not processed into captured data.

A Recognition Test Preview is a scanned form image preview which will show how barcodes and hand marks in checkboxes will be detected by FormReturn.

A scanned image of a form that you printed, handmarked and scanned back into your computer is opened in the Test Preview window.

View the quality of your scanned images and how the handmarks are detected using FormReturn's default  Recognition Settings.

test preview tab

 

 


Step by step Test Preview

To print a form and perform a test preview, choose the Print Button in the Recognition Print Preview control bar and print a form.

print button

 

Handmark the form yourself, scan it and save the scanned form image to your computer.

Go back to the Recognition Test Preview and choose the Browse Image button.

browse image

 

Find the scanned form image on your computer, open it and wait for it to load onto the test preview page.

test preview image

 

 

 

 

 

 

 

 

 

In the Preview Check Panel, check Detect Barcodes, Detect Segments, Detect Fragments, Detect Marks.

If the barcodes or other components aren't detected accurately by FormReturn, you can try setting a higher resolution setting on your scanner to get a clearer image.

If any hand marks aren't accurately detected, FormReturn's Recognition Settings may need to be adjusted.

When you are finished with the test preview the Clear Button can be used to clear the image from the application window, or just go back to the form editor.

clear button

 


Recognition Preview Controls


Zoom Control:
Set Preview Field Data:
Print: - Prints current page
Save As PDF: - Saves current form as PDF file.


 

 

Zoom Control:
No Image Loaded:
1 bit view


1 Bit View: is selected to convert color pixels to black or white pixels, so you can see how the black pixels of a scanned image will be counted.
Browse Image: - Browse for image saved on your computer to open in Test Preview.
Clear: - Clear Image.


Preview Check Panel

preview check

 

Detect Barcodes shows if all barcodes are detected on the segment or form.
Detect Segments shows if all segments have been detected separately.
Detect Fragments shows if all checkbox mark areas have been detected separately.
Detect Marks show if handmarks have been detected and marked correctly.

 


Recognition Settings Panel

recognition panel

 

 

On a color image, the Luminance setting determines the cut off point at which pixels will be detected as black or white when detecting handmarks in the mark area.
The Mark Threshold setting determines which is the most heavily shaded checkbox, by using the set percentage (default 20) for comparing the percentage of the pixel count in each checkbox against the percentage of the pixel count in the checkbox with the Lowest count.
Fragment Padding is the white buffer between the checkboxes and the fragment border. Increasing the fragment padding allows better detection of handmarks in the checkbox mark area.
Deskew Threshold is used to determine if a scanned image is skewed.
When the Perform Deskew box is checked, FormReturn will automatically perform a deskew on the scanned image.
The Restore Defaults button returns any changed settings back to the default settings.
The Apply Settings button will update any changed settings to take effect.

 

For more information see Recognition Settings


Troubleshoot Recognition Detection

Problem - Fragments not Detected

Possible Causes

  • The Captured Data Field Name needs to be different for each question on a form. If there is more than one segment on the form then the Captured Data Field Names can't be the same in both segments.
  • Checkbox areas must be within the borders of the segment so they will be detected.

Problem - Barcodes not detected

Possible Causes

There are lines or text touching the barcodes.


Problem - Segments aren't detected

Possible Causes

The segment barcodes are touching text, lines or checkboxes.


Problem - Hand marks aren't detected accurately.

Possible Causes

Print Preview: Marks made with the line tool aren't heavy enough.

Test Preview:

  • Poor quality scanned image.
  • Luminance setting not set high enough, especially if pencil was used.
  • Mark Threshold setting not set high enough.