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This article will attempt to explain why sheet numbers are necessary for EPR's Partial Intake feature

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How EPR Identifies Sheet Numbers

During the document render process, optical character recognition (OCR) runs to try to identify sheet numbers automatically. While OCR technology has limits, three main factors affect whether EPR can identify a sheet number properly:

  1. Location and Page Rotation
  2. Font Style
  3. Sheet Number Pattern

Location and Page Rotation

To reduce the potential for errors, EPR focuses on the lower right corner of the incoming page to try to identify the sheet number (as highlighted in red below):

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CORRECT ROTATION   VSINCORRECT ROTATION
 

SHEET NUMBER: S-01SHEET NUMBER: S-06
SHEET NUMBER: ?SHEET NUMBER: ?SHEET NUMBER: ?

Default Sheet Number Pattern Detection

Out of the box, EPR uses a default sheet number pattern (based on best practice sheet numbering formats) to check incoming pages for potential matches. If a value matching the pattern is identified in the correct location, EPR will set that value as the page Sheet Number. To reduce the potential for mismatches, the default sheet number pattern follows these rules:

  • Can only contain letters, numbers, dashes ( - ), underscores ( _ ) and/or periods ( . )
  • Total length must be between 2 and 12 characters (including symbols)
  • Cannot include three or more letters in a row (for example: AA-01 is okay, but AAD-01 will be ignored)
  • Cannot include four or more numbers in a row (for example: A-002 is okay, but A-0002 will be ignored)
  • Must start with one of the following discipline letters: A,B,C,D,E,F,G,H,I,L,M,N,O,P,Q,R,S,T,X,Z,V,W
  • Cannot include "of" as part of the pattern (for example: 1 of 8 will be ignored)

GOOD EXAMPLES

The sheet number is written in a large, clear, True-Type font with adequate space around each character and follows the pattern rules:

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BAD EXAMPLES

Sheet number has bad font style or breaks pattern guidelines:

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Inadequate Space Around

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Compressed/Stacked Fonts

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Hollow or Outline FontsNon-standard and Not Continuous (Broken) FontsOverlapping or Handwriting Fonts
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How Sheet Numbers Are Used

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