Document Scanning Guidelines
Complete step-by-step workflow for digitizing archival materials
Before You Begin - Initial Setup
Essential First Steps
✅ Locate your assignment sheet with identifiers
✅ Verify you have access to the Scan 2 software
✅ Confirm a SharePoint folder access for uploads
✅ Review the Item Labeling Scheme document
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Navigate to Your Assignment Sheet
Find the identifier for the box and folder you will be working with. This identifier will be crucial for organizing your scanned files.
Example identifier:HARC_007_1_1_1_0000 -
Turn On Scanner & Launch Software
Power on your scanner and click the Scan icon to open the Epson Scan 2 software. If the Scanner Settings box appears, try turning your scanner off and on again.
If the software doesn't detect your scanner, wait 30 seconds and try again. The scanner needs time to fully initialize.
Scanner Configuration - Critical Settings
📄 Document Settings
- Resolution: 600 DPI [documents]
- Color Mode: Color (24-bit)
- File Format: PDF [documents]
- Page Size: Auto-detect
🎯 Quality Settings
- Brightness: Auto
- Contrast: Auto
- Sharpness: Standard
- Auto-crop: Enabled
Folder Organization Setup
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Create Desktop Working Folder
Create a new folder on your desktop. Copy and paste the folder ID from your assignment sheet to name this new folder.
Desktop Folder Name: HARC_007_1_1_4_0000_0000 -
Configure Scan 2 Output Location
In the Scan 2 software, change the Folder setting to point to the folder you just created on your desktop.
Use the Browse button to navigate to your desktop folder. This ensures all scans go to the correct location automatically.
File Naming Convention
Consistent file naming is crucial for organization and findability. Follow this system exactly!
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Set Up Prefix Structure
Begin with the folder identifier from your assignment sheet, add 1 at the end (for the first item), followed by an underscore.
Prefix Format:HARC_007_1_1_1_4_ -
Configure File Counter
Check the "Use File Counter" box in Scan 2. Select 4 characters and set the Start Number to 1.
This will automatically append 0001, 0002, 0003, etc. to each page of your current item.
📋 Complete File Name Examples
- First item:
HARC_007_1_1_1_4_0001.pdf - Second item:
HARC_007_1_1_1_4_0002.pdf - Third item:
HARC_007_1_1_1_4_0003.pdf
Basic Scanning Workflow
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Choose Scanning Method
Use the scanning bed for thin papers that lie flat. Use the document feeder for thicker items or when you have multiple pages.
When in doubt, use the scanning bed for better quality and more control over placement. -
Scan First Page
Place your first document on the scanner and click Scan. The file will be saved automatically with your configured naming convention.
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Handle Single-Page Items
For items that are only one page, you're done with that item! Proceed to the next item and update your prefix number.
Next item prefix: Change from..._1_to..._2_and reset the counter to 1.
Multi-Page Items (Stapled/Clipped Together)
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Scan All Pages of the Item
Scan each page of the multi-page item individually. Keep the same prefix number for all pages of this item.
The file counter will automatically increment: _0001.pdf, _0002.pdf, _0003.pdf, etc. -
Select "Add or Edit Pages After Scanning"
This option allows you to combine all pages of the current item into one PDF file. Click 'Save' after the entire document has been scanned.
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Combine Pages into a Single PDF
If there is a mistake or a forgotten page you can combine pages using Adobe Acrobat:
- Highlight all PDF files for this item
- Right-click and select combine/merge PDFs
- Save the combined PDF with the item number
- Delete the individual page files [crucial!]
Finalizing & Upload Process
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Update Item Numbers for Next Item
Before scanning the next folder or box, don't forget to change the prefix in Scan 2 and reset the file counter to 1.
ChangeHARC_007_1_1_1_4toHARC_007_1_1_1_5 -
Complete Entire Folder
Repeat the scanning process for all items in the assigned folder. Keep referring to the Item Labeling Scheme until you're confident with the format.
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Upload to SharePoint
When the folder is complete, upload your entire desktop folder to the designated location on the server in the Map Studio.
Important: Don't delete your desktop folder until you've confirmed the SharePoint upload was successful! -
Move to Next Assignment
Navigate back to your assignment sheet and begin the process for the next folder.
Troubleshooting Common Issues
🖨️ Scanner not detected by software
Turn the scanner off, wait 30 seconds, then turn it back on. If the problem persists, restart the Scan 2 software completely.
📁 Can't find my scanned files
Check that you've set the correct output folder in Scan 2. Files should be saving to your desktop folder with the identifier name.
🏷️ File naming seems wrong
Double-check your prefix setup and file counter settings. Remember to update the item number for each new item and reset the counter to 1.
📄 Pages are scanning upside down or crooked
Make sure documents are placed correctly on the scanner bed. Use the preview function to check orientation before final scan.
💾 PDF combine function not working
Ensure you're selecting all the pages for the current item only. Try using a different PDF merge tool if the built-in function fails.
📤 SharePoint upload failing
Check your internet connection and file sizes. Large folders may need to be uploaded in smaller batches.