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General requirements for machine-readable forms
This section summarizes the requirements for machine-readable forms.
Form background requirements
To ensure the successful separation of field contents and field borders:
To ensure the successful separation of field contents and field borders:
1. Choose the form type best suited to your needs according to the recommendations listed above. . If
possible, use dropout forms or raster border forms (see “Table: Form Type Advantages and Disadvantages
– Summary”, page 12). The use of linear black&white forms should be avoided if at all possible.
– Summary”, page 12). The use of linear black&white forms should be avoided if at all possible.
2. Use a color that vanishes during scanning when creating a dropout form. See the list of recommended
colors in Appendix III or ask for a list of “dropout” colors from your scanner manufacturer or dealer.
3. Always ensure that a distance exists between the explanatory/service information and the field contents. In
the case of dropout forms we recommend that any information be printed in the same color as the form
background (except where static text is used as a reference point instead of or in conjunction with black
squares). By printing information in the same color as the background, you are then free to place it
anywhere on the form, including inside the form fields.
background (except where static text is used as a reference point instead of or in conjunction with black
squares). By printing information in the same color as the background, you are then free to place it
anywhere on the form, including inside the form fields.
Reference point requirements
To facilitate the location of fields on the form image, a form must have special reference blocks present on it (see
“Elements of machine-readable forms“, page 6). Always ensure that the following requirements are met when
placing reference blocks on a form:
1. Both the number and location of reference blocks must be chosen to allow “reliable template matching” to take
To facilitate the location of fields on the form image, a form must have special reference blocks present on it (see
“Elements of machine-readable forms“, page 6). Always ensure that the following requirements are met when
placing reference blocks on a form:
1. Both the number and location of reference blocks must be chosen to allow “reliable template matching” to take
place. We recommend that the following combinations of reference blocks be used:
a. 5 black squares, or
b. 2 vertical lines + 2 horizontal lines, or
c. 4 “static text” type blocks, or
d. 4 black squares and a barcode.
b. 2 vertical lines + 2 horizontal lines, or
c. 4 “static text” type blocks, or
d. 4 black squares and a barcode.
Note. Other reference blocks combinations may be used as well, e.g. 4 black squares and one “static text” block.
However, note that an excessive number of reference blocks will slow down the processing speed.
However, note that an excessive number of reference blocks will slow down the processing speed.
2. The distance between the edge of a reference point and the nearest form element (a text field, line, picture etc.)
should not be less than 3 mm.
3. The distance between a reference point and the edge of the page should not be less than 8 mm.
4.
4.
Reference blocks should be printed using a dark color (black is recommended) so that they do not disappear
during scanning.
during scanning.
5. Several reference points (we recommend using four, one in each corner) should be placed on the form to create
an imaginary closed circuit if you were to join the reference points with an imaginary line. Additional reference
points may be placed inside this imaginary shape to help differentiate different form types. But the important
point is that the all the fields to be completed must be inside this shape otherwise the application will not be able
to compensate for skew and distortion for the fields outside it.
points may be placed inside this imaginary shape to help differentiate different form types. But the important
point is that the all the fields to be completed must be inside this shape otherwise the application will not be able
to compensate for skew and distortion for the fields outside it.
In addition to the general requirements listed above, each reference point type has its own specific requirements:
Requirements for black squares
1. Black squares on the same form type should all be of the same size i.e. between 4х4 mm and 7х7 mm. The
1. Black squares on the same form type should all be of the same size i.e. between 4х4 mm and 7х7 mm. The
recommended size is 5х5 mm.
2. Black squares must be SQUARES – black rectangles are not permitted!
3. The optimum number of squares is 5 i.e. a square in each corner (creating a rectangle) and one located on the
3. The optimum number of squares is 5 i.e. a square in each corner (creating a rectangle) and one located on the
side of this imaginary rectangle.
Requirements for static text
1. The font size must not be less than 7 pt (headers – no less than 14 pt).
1. The font size must not be less than 7 pt (headers – no less than 14 pt).
Requirements for lines
1. Line thickness should not be less than 1 pt. The recommended thickness is 1-1.5 pt.
1. Line thickness should not be less than 1 pt. The recommended thickness is 1-1.5 pt.
Requirements for barcode
1. The barcode width (the distance between left and right strips of it) must not be less than 47-50mm
2. The barcode height should not be less than 12-15mm (without digits being part of barcode).
3. The barcode orientation (strips’ direction) should be the same as page orientation (and it is recommended to
1. The barcode width (the distance between left and right strips of it) must not be less than 47-50mm
2. The barcode height should not be less than 12-15mm (without digits being part of barcode).
3. The barcode orientation (strips’ direction) should be the same as page orientation (and it is recommended to
scan the pages in barcode strip direction).
Notes.
1. It is recommended to use the EAN 13 barcode format
2. The recommended distance between barcode and any other form object is no less than 10mm.
1. It is recommended to use the EAN 13 barcode format
2. The recommended distance between barcode and any other form object is no less than 10mm.