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PSIcapture User Guide: Retrieval

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Joel Fernandez
version 7.7.x   Download Pending

 

 Audience

This article is intended for PSIcapture Users.

 

Overview

 

The purpose of the Retrieval Module is to offer the user quick way to query vast collection of images and data within PSIcapture’s repository or via a number of popular external databases. This is a useful tool for reviewing/sharing completed work, by providing the ability to revise indexed data, add annotations, and print/fax/email images.

 

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Retrieval Toolbar

 

2.png   Resets the current query and clears on search criteria.
3.png   Runs a query based on entered criteria.
4.png   Saves current query for later use.
5.png   Loads previously saved queries.
6.png   Prints the current page. User has the option to print the image with or without annotation.
7.png   Brings up the Mail Message Editor dialog box to send the image file of the page currently in view as an attachment. User has the option to include annotation with the attached file.
8.png  

Documents/Pages can be queue for printing or emailing. Selecting this command displays the following submenu:

  • Add Current Page to Queue - Adds a specific page to the work queue.
  • Add Current Document to Queue - Adds a specific document to the work queue.
  • Add All Documents from Current Query to the Queue - Adds all query results to the work queue.
  • View/Process Queue - Brings up the “Work Queue” dialog box where the user can choose to either Print/Fax or Email the files in queue. There are also options to include annotations, print/email multiple files as one, unselect/remove individual files, or clear entire queue.
9.png   Opens up a new viewer. Useful if the user wants to view multiple files simultaneously.
10.png   Pages are viewed as thumbnails in the Image Viewer Pane.
11.png   Choose to view results in Form view or in Grid view.
12.png   Reveals the annotation editing toolbar and annotation settings pane, which allows user to add commentary to the retrieved image. Highlights, shapes, and text are examples of some tools available to add details on-demand to the document.
13.png   Toggle between the original document and the annotated document.

 

File Menu

 

14.png

 

Open Image for Compare - Opens up Windows Explorer to select image file(s) to view from an external source.

Exit - Exits out from PSIcapture. NOTE: If a batch is currently open, user will be prompted to close or suspend the batch. The PSIcapture application will then end.

 

Retrieval Panes

 

In this section we explain the workspace of the Retrieval module. The following panes are available:

Retrieval Pane

Users can input a query and view results. There are two types of queries: Repository and Database.

Query - User can retrieve captured images from PSIcapture’s built-in repository for Capture Profile that have a “Retrieval” workflow step. Once the expressions have been specified, click “Search” to initiate the query.

 

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Query Type - Select between one of the two query types: Repository or Database.

 

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Parameters

 

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  • Database - Users can choose which database and table to search in. By clicking “Mange” the user can add or delete databases via the “Manage Search Databases” window. This must be done first before it will appear in the “Database to Search” drop-down list.

  • Repository - Users can choose which repository and Capture Profile to search in. By clicking “Manage,” the user can add or delete repositories via the “Manage Search Repositories” window. This must be done first before it will appear in the “Repository to Search” drop-down list. Simply point to the same directory as defined in the retrieval workflow of Capture Profile configuration.

Add/Edit

Brings up the “Database Configuration” dialog box.

 

18.png

 

The supported Database Types selected via a drop-down menu are:

  • Microsoft Access
  • Microsoft SQL Server
  • Oracle
  • IBM DB2
  • IBM Informix Dynamic Server
  • ODBC Complaint
  • OpenLink Virtuoso Server

Define a Database by clicking the “Select” button.

 

19.png

 

This brings up the “Database Connection Setup” dialog box. User can then browse for a database. Enter ID login if the targeted database requires user authentication. Click “Test Connection” to test accessibility.

 

20.png

 

Query Definitions - User can define the search criteria to run a query.

Simple Query - One or more expressions can be defined using multiple index fields.

 

21.png

 

Query Builder - Works exactly the same as the Simple Query, except the same index field can be used more than once in multiple expressions, further narrowing the search.

 

22.png

 

Query Results - The results of the query are displayed. Each column can be sorted and filtered by clicking on the column heading or the filter tool. 221.png

 

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Edit Index Data - 231.png Index data for a desired document can be changed. NOTE: The ability to attach notes and edit index data is only available to Repository Query Results.

 

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Image Viewer Pane

 

The Image Viewer Pane has the same controls as the rest of the Image Viewer panes throughout PSIcapture, and should be familiar to most users who have used the Image Viewer in any other workflow step. Below is an example screenshot of the Image Viewer Pane with the Thumbnail View toggled on:

 

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