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Document scanning is a method of converting paper documents to an electronic format that can then be stored digitally. This article outlines some of the key concepts and considerations required to optimize this process and result in a quality electronic document.

Core steps Steps and considerationsConsiderations:

  1. Document Preparation
  2. Scanning
  3. Conversion to digital format (e.g. Tiff, JPG) or OCR (PDF, other)
  4. Compression

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  • Remove staples, paperclips, and binder clips.
  • Remove Post-it It notes, and attach notes. If these need to be scanned, photocopy them and scan as a separate page.
  • If possible, improve document quality by photocopying.
  • Repair torn pages.
  • Straighten folded corners.

Scanning

You will need to determine Determine the appropriate scanner driver settings for the types of documents you will be are scanning. Scanning software should support the creation of multiple scan profiles that will accommodate various scan configurations such as Black and White, Gray scaleScale, color, single sided (simplex), double sided (duplexColor, Single-Sided (Simplex), Double-Sided (Duplex), DPI (dots per inch - resolutionDots per Inch – Resolution), compression settings and type, border removal, speckle removal, rotation, drop out color, etc.

A raster image is a sequence of on and off pixels.

A raster image is a sequence of on and off pixels.Image Modified

Words may look like a series of letters, but they cannot be selected and are not understood by the system. Images need to be converted to an intelligent format to create a text searchable document such as PDF.

Document quality is important for readability. Black and white paper documents with fair or poor quality can sometimes be improved by scanning to Gray Scalegray scale.

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Gray scale-scanned images will be are larger than pure Black black and White white scanned images. You will need to determine Determine if you can afford the larger image size by scanning to Gray Scalegray scale.

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Examples

Black and White Scanned

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Image RemovedAn example of a black and white scanned pageImage Added

Gray Scale Scanned

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Image Removedgray scanned exampleImage Added

DPI - Resolution Settings

Typically, black and white business documents with little or to no graphical elements are scanned at 200 dpiDPI. If there are small details that need to be retained, it may be desirable to scan to 300 dpiDPI. Higher resolutions will not improve image quality and will result in significantly larger file sizes.

Black and White 200 DPI Image

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Gray Scale 200 DPI Image

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Image RemovedGray Scale 200 DPI Image ExampleImage Added

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Notice the increased image quality and detail in the 200 DPI Gray Scale image and further image quality improvements below in the 300 DPI Gray Scale image below.

Gray Scale 300 DPI Image

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Image RemovedGray Scale 300 DPI Image ExampleImage Added

Compression

  • Losless – less compression but no data loss (TIF).
  • Lossy – deep compression with subsequent data loss (JPG).

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