Electronic Document Editing Options

Sara Juel

Updated April 08, 2019 15:22

Disable Trusted Sender	If you want the borrowing institution to review the article before delivery, you may override their trusted sender setting by clicking the Disable Trusted Sender button. This will override the Trusted Sender automatic processing on the Borrowing system and require that the ILL staff process it manually. This would give them a chance to see and respond as necessary to any notes attached by the lender. Examples of potential reasons for doing this might include "Best Possible Image - Is this Acceptable?", "Part of Page X is Missing", etc.
Import Document	You can import an already scanned image and associate it with the selected transaction for delivery to the Borrowing site or customer. This is done using the Import Image button. Clicking this button opens a search window that allows you to grab the file from its location. Select the image you would like to import and click Open. The image appears in the Document window of the scanning form. You can import the following images types: JPEG files (jpg), TIFF files (tif), Bitmap images (bmp) and PNG images (png). Imported images are automatically converted to and transmitted as TIF files, and are converted to PDF files at the Borrowing site before delivery to customers.
Export	The Export button is effectively a "Save As" option. This allows you to save a copy of the electronic article as a tif file to a location of your choice. The image is not modified by this action.
Scan	Use the Scan button for one page documents. Use the Scan button for multiple paged documents only if you are using an automatic document feeder.
Scan & Insert	If you have multiple paged documents and are not using an automatic document feeder you will need to scan each page individually using the Scan & Insert button. After the first page of a document has been scanned, clicking the Scan & Insert button will scan and append a new page to the previously scanned document rather than overwriting it. You may scan and append as many pages as is necessary before clicking the Deliver button to complete the process.
Settings	Scanning settings for your system can be found under the Settings button. Scanning options display in the drop-down menu based on the capabilities of your installed scanner. These settings are saved on each client machine, so the system will retain any selected values until they are changed. You may want to edit settings such as resolution and color depending upon the document you are scanning. Device allows you to specify a scanner to use for Electronic Delivery scanning. All installed scanners on the client machine being used should display in the dropdown. Color allows you to specify which of the possible color options you wish to use when scanning. Options display based on the capabilities of your installed scanner. The Resolution setting allows you to specify which of the possible resolution options you wish to use when scanning. Options display based on the capabilities of your installed scanner. Be aware that the higher the scanning resolution you elect to use, the bigger the image files will be and the longer it will take to scan, manipulate, and/or post your articles. The ADF checkbox allows you to specify whether or not you wish to use an automatic document feeder when scanning. Duplex allows you to specify whether or not you wish to scan in duplex mode (both sides at once). Not all scanners will have this capability. The Use Interface checkbox is normally left unchecked because you are using the Scanning interface and normally do not want to see your scanner's interface. Quick Scan Key allows you to specify a "hot key" to use for scanning. Select the key you wish to use for this purpose from the dropdown.

Various viewing and editing tools are available on the scanning form. These tools allow you to work with and make changes to scanned documents and images prior to delivering them to the customer.

Select	The Select icon allows you to select a specific portion of the page to be retained in order to crop the excess from the image. After clicking Select, your cursor appears as a green target when placed over the document. Move to the edge of the area to be cropped, click and hold the mouse button, and drag the cursor to outline a rectangular portion of the image that should be retained. Resize the selected area as needed by dragging the corners of the selected box. The image is not modified by these actions until the Crop icon is used. Once you have the selected area as you want it, use the Crop icon (see below) to edit the image.
Pan	The Pan icon allows you to grab the displayed page with your mouse and drag it within the display pane so that you can see other sections of the image without having to resize it. To use this, simply click the Pan icon. Click on the displayed page and your cursor appears as a hand icon on the image. Drag the image to the location within the pane. The image is not modified by this action.
Zoom	Several options exist to help you resize the selected page. The image is not modified by these actions. The Zoom In option will zoom in and make the image appear larger. Choose Zoom and left-click on the document to zoom in. The Zoom Out option will zoom out and make the image appear smaller. Choose Zoom and right-click on the document to zoom out.
Best Fit Fit Height Fit Width	The Best Fit icon resizes the image of the selected page within the display pane so that the entire page image is displayed. The Fit Height icon will resize the image to fit the height of the article to the display pane. The Fit Width icon will resize the image to fit the width of the article to the display pane.
Crop	The Crop icon allows you to remove excess from the page image. This is used in conjunction with the #Select icon (see above). Once the section of the image that is to be retained has been selected, click the Crop icon to remove the portion of the image.
Rotate	Because scanned documents often arrive with some (or all) pages oriented upside down or sideways, ILLiad allows you the option of rotating and/or flipping pages a variety of ways. Clicking the Rotate icon will rotate the image counter-clockwise. Clicking the arrow on the rotate icon brings up a menu of these options. To select the option, click on it. The specified action will be performed immediately.
Deskew	You have the option to Deskew (straighten) the selected page(s) of the document. The deskew icon corrects the alignment of pages that were scanned slightly off square. This action may be performed for the selected page(s) by clicking the Deskew icon.
Undo	The Undo icon allows you to undo your previous editing action(s). The image will return to its previous state.
Delete	The Delete icon allows you to delete the selected page(s) of the document. Clicking the Delete icon deletes the entire document but will prompt you for confirmation first. Clicking the arrow below the Delete icon brings up a menu containing the following options:

Image manipulation is disabled when working with PDF files, so these files cannot be altered using the Crop, Rotate, Deskew or Delete editing options available on the scanning form. PDF files will be sent exactly as they are imported into Electronic Delivery.

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