This article will attempt to explain why sheet numbers are necessary for EPR's Partial Intake feature
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EPR can be configured one of two ways: to prevent partial submittal/intake ("Partial Intake OFF") or to allow partial submittals ("Partial Intake ON"). This setting applies to EPR system-wide, so the configuration will affect ALL PROJECTS within EPR. It will also affect any integrated environments. This configuration is "OFF" by default, but an agency can request for the e-PlanSoft team to turn it "ON" if desired. This cannot be changed by the agency itself at this time. |
Partial Submittal ON Relies on Sheet Numbers
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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:
- Location and Page Rotation
- Font Style
- Sheet Number Pattern
Location and Page Rotation
To reduce the potential for errors,
Location Where EPR looks for Sheet Numbers
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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Example sheet number detection:
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| SHEET NUMBER: S-01 | SHEET NUMBER: S-06 | SHEET NUMBER: ? | SHEET NUMBER: ? | SHEET NUMBER: ? | ||
Default Sheet Number Pattern Detection
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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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How Sheet Numbers Are Used
EPR checks a specific zone within incoming document pages to try to identify a sheet number that matches a predefined pattern. If it finds one, it will use the information one of two ways:
- When Partial Submittal is OFF, any sheet numbers found may be displayed on the page thumbnail on the Review page, but are not used for anything else.
- When Partial Submittal is ON, however, sheet numbers are REQUIRED since they are used to link pages from the newest submittal version to the previous one. If a sheet number does not match an existing page, it is treated as new and added at the end of the document. (This order can be changed later.)
Proper linking of page versions Proper linking of pages from one submittal to another by using Sheet Numbers allows EPR to automatically migrate markups (both comments, sketches, etc.) to the latest version of a document page, even when resubmitted plans consists of only new and changed pages instead of the full set.
Document Page Linking
Partial Submittal OFF (Default) | Partial Submittal ON | ||
With Partial Submittal OFF, sheet numbers are NOT required to link pages. Instead, EPR will link pages by the page position within the document. This is a blink match that relies solely on page position in the document. Limitation: Subsequent submittal versions CANNOT have fewer pages than the previous submittal version. | With Partial Submittal ON, sheet numbers | ||
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are REQUIRED and EPR will link pages by the sheet numbers provided. This means subsequent |
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submittals can have fewer pages than previous |
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submittals because EPR does not rely on page position. |
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| Comments are moved from version to version by the sheet numbers provided. In the example on the left, Submittal 1 has S2 as page 2 but then S2 is the first page in Submittal 2. This is okay because we are able to identify each page by their sheet number, so comments and other markups can be moved to the matching page. |
