Network Scanning Client
Desktop scanners follow a fairly predictable mental model. Typically a scanner is positioned next to a computer and operating the scanner is as simple as reaching across a desk. However, with the advent of networked multifunction systems, the scanner may no longer be within reach of the computer and the relationship is no longer one scanner to one computer. This presented some interesting challenges to create an experience that can leverage the existing mental model of users.
Previous attempts at network scanning software required the user to know all kinds of technical information about the scanner and the network. Or users worked through a "wizard" style interface asking endless, difficult questions. Or the user will have to program a script to tell the scanner where on the network to send a scan (still more technical questions).
I wanted the user's computer to be able to know about network scanners and for the scanners to know about the user's computer with as little configuration as possible.
Here is the simplified workflow I developed for Xerox Client software for network scanning:
-
Step #0. No Questions
(Not really a step but a big improvement!) The software magically discovers installed scanners, giving the user access to associated services. (A list of available network scanners will appear in the list. Opening this window optional.)
-
Step #1 . Walk-up and scan using your template
Templates automatically created with the user's login name. This happens magically without the intervention of the user or administrator.
-
Step #2. Return to your desk and the file is waiting
No end-user configuration required. User notification automatically configured at install. Users may choose other outcomes for their scans.
All of this was Designed in 2000 and released in the following year. During the course of development, some of our engineers shared this design with Microsoft engineers. Windows XP launched with a "Scanners and Cameras" feature very similar to our "Xerox Network Scanners" window but Microsoft did not consider network scanners at that time.
The User Experience
Simplified Client Software Install
When I started this project the install consisted of multiple questions about the IP address and other arcane settings of the machine. Only trained network administrators were able to install the old client software so it was rarely used.
Out-of-Box Functionality
I wanted to work toward zero-configuration on the client user end. The software was able to find eligible machines on the network and make them available to connected users. The redesign enabled an enterprise distribution of this software where before, only select people were allowed to use it.
Easier Device Administration
Developers of the previous version were working under the assumption that a trained system administrator would be installing software on thousands of client machines to enable use of scanning. Obviously this was asking a lot of our customers.
Simplified Template Programming
In addition to a difficult installation, users were expected to then program "templates" on the machine that would tell the scanner where to send images. The new design creates these automatically to enable scanning to any connected machine.
Recipient-directed Scanning
Recipients can simply decide what happens to scans directed to them. They can be saved to the desktop, emailed somewhere, faxed or otherwise processed.
