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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-03-09 00:06:44 +0000
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+Optimizing the Reader
+=====================
+
+As good as the iPhone performance is for a mobile device, the reality from an
+image processing perspective is that it represents a lower performance target.
+While the default configuration of the iPhone reader has been carefully tuned
+for the general case, you can often obtain much better results if you optimize
+for your specific application.
+
+.. note::
+
+ Performance is a complex topic. The only way to tune performance is by
+ changing settings and comparing measured results. If you are not
+ comfortable with the concepts presented here, it is recommended that you
+ leave the settings at the defaults and avoid compromising reliability.
+
+Performance of the barcode reader is generally evaluated by two factors:
+
+* The **latency** - how quickly it "recognizes" a barcode. Specifically this
+ is the time from when the user puts a barcode in the frame or selects an
+ image until a response is indicated back to the them.
+
+* The **reliability** - it does not matter how quickly an image is scanned if
+ an incorrect result is returned. That may seem obvious, but bad decodes
+ *are* possible and you need to keep this in mind when changing settings that
+ affect the reliability of the reader.
+
+Basically our goal is to optimize the latency without sacrificing reliability.
+There are several factors that contribue to latency:
+
+* The **quality** of the barcode image. Quality includes the available
+ resolution, focus, lighting, noise, etc. We have more control over some of
+ these than others.
+
+* The **camera**. When scanning from the camera, the time for the
+ autoexposure and autofocus to converge on an image that can be decoded is a
+ significant contribution to the overall latency.
+
+* The **frame rate** of the reader - this translates to the time it takes the
+ scanner to process an image.
+
+* The **effort level** of the reader - some of the available settings control
+ "how hard" the reader tries to find barcodes in each frame.
+
+* The **delegate latency** - the time spent in your application after a
+ barcode has been detected until the user is notified.
+
+Most of these factors are interrelated. We will discuss those we can control
+in detail, as well the settings you use to affect them. Then we will provide
+a few specific case examples.
+
+
+Measuring Performance
+---------------------
+
+Subjective response times are a good place to start (does it "feel" responsive
+to you?), and possibly the only way to evaluate the overall experience, but to
+compare incremental changes to interrelated settings and have meaningful
+performance discussions with others, we need a more quantitative approach.
+
+The :func:`mach_absolute_time` function is a good tool for accurately
+measuring small delays. Research this function and learn how to apply it. As
+when measuring any real-world value, keep in mind that some variance is to be
+expected - even if you perform exactly the same operation multiple times, you
+will not see exactly the same measurement. You should collect several
+samples, discard any obvious outliers, and average the remaining measurements.
+
+One way that the overall reader latency may be evaluated is by manually
+marking the time when the barcode is presented to the reader. Add a control
+to your overlay that captures the start time when tapped and compare this to
+the end time, just before your delegate returns.
+
+The reader continually monitors the frame rate at which it is running. The
+measured value may be displayed for debugging purposes by enabling the
+:member:`~ZBarReaderView::showsFPS` property. The readertest example does
+this and also provides control over many of the available settings, so you can
+quickly test how each setting affects the frame rate. You should target your
+optimization efforts to achieve a frame rate of at least 8-10fps, although
+12-15fps is preferable.
+
+You can measure the latency of your delegate using :func:`mach_absolute_time`.
+The measured value should be less than about 100ms, the smaller the better, to
+avoid noticeable lag.
+
+The readertest is a good tool for testing the performance of the reader. You
+can tune the settings appropriately for your application and evaluate the
+effect each change has on the performance.
+
+
+Delegate Latency
+----------------
+
+This latency contributor is the easiest for you to effect (and sometimes the
+easiest to overlook). Your delegate method should update the interface -
+dismiss the controller or update your overlay to indicate success - and
+*nothing* else. All other processing should be deferred until after the
+animations have started.
+
+
+Image Quality
+-------------
+
+Resolution
+^^^^^^^^^^
+
+One might think that "more is better" in terms of resolution, but this is not
+necessarily the case. Given average image quality, the ideal resolution for
+scanning is right around three pixels per barcode "module" (the width of the
+smallest bar or space). Note that this measure is not an absolute image size
+or even a measure of the physical dimensions represented by a pixel sample, it
+*only* describes the sampled size of the barcode in the image.
+
+As the resolution decreases below about two pixels per module, edge fidelity
+is lost and the bars and spaces start to merge together, making it impossible
+(for this library) to scan. This affects the density (feature size) and
+maximum size (data capacity) of the barcodes that can be detected.
+Conversely, as the resolution increases above about 4 pixels per module, noise
+can interfere with the edge detection and images will take longer to process.
+
+Other quality factors, such as poor focus, bad lighting or even excessive
+noise, can increase (or decrease) the resolution requirement.
+
+When scanning from the camera, the reader defaults to 640x480, which is good
+for most applications. On newer devices, you can increase this using a capture
+:member:`~ZBarReaderView::session` preset. Some older devices do not have a
+higher resolution option available.
+
+For scanning images, you can use
+:member:`~ZBarReaderController::maxScanDimension` to control the scaled size
+of the converted image, or resort to converting them yourself.
+
+If you want to read long linear barcodes or dense 2-D symbols, you will
+probably want to increase the resolution by adjusting these settings.
+
+Keep in mind that more pixels will take longer to scan, refer to the `frame
+rate`_ discussion for ways to compensate.
+
+Focus
+^^^^^
+
+Ideally we would fix the focus at a calculated optimum distance and optimize
+the aperture selection to maximize the depth of field. Unfortunately the APIs
+do not currently give us control over any of these settings, the best we can
+do (as of iOS 4) is continuous auto-focus mode - this mode is configured by
+the reader automatically. It can still take the device as long as 1-2 seconds
+to find the appropriate macro focus setting, but again, there is currently no
+way to reduce this delay.
+
+Lighting and Exposure
+^^^^^^^^^^^^^^^^^^^^^
+
+An image that is too bright or overexposed can completely wash out any
+barcodes. An image that is too dark or underexposed will not provide
+sufficient contrast for the scanner. Low light levels also tend to produce
+noisier images, possibly because the driver uses a faster "ISO" setting to
+compensate for the lighting.
+
+The camera defaults to continuous automatic exposure and white balance. Since
+there are no other useful values, the reader leaves these unchanged from their
+default setting.
+
+For some devices, the "torch" can be enabled to provide additional
+illumination for the camera in low-light conditions. The reader sets the
+torch to automatic by default, so it should turn on only when needed...
+There have been some reports that the torch turns on inappropriately, washing
+out the image. If you find that this occurs, you should instead set the
+:member:`~ZBarReaderView::torchMode` property of the :class:`ZBarReaderView`
+to ``Off``.
+
+For scanning images from another source, you are again stuck with the
+available image quality. If you have any control over the image source, you
+should do what you can to fix quality problems there.
+
+Noise
+^^^^^
+
+Some level of noise is filtered by the reader, but excessive noise levels
+create additional edges in the image which corrupt barcodes and increase
+scanning time (decreasing the frame rate).
+
+As mentioned with `lighting and exposure`_, noise mostly becomes a problem
+when the light-level is too low, but high-resolution images may also increase
+exposure to sensor noise.
+
+We compensate for noise by *reducing* the `resolution`_ from the sensor
+maximum. Scaling the image down has the effect of averaging several pixels
+into one value, filtering out the high-frequency noise component.
+
+
+Frame Rate
+----------
+
+The time it takes to scan and decode an image/frame is roughly proportional to
+the number of pixels that are processed. The number and type of enabled
+symbologies and image noise can also affect the processing time.
+
+We have several knobs available that affect the frame rate. Most of these are
+geared toward reducing the number of image pixels that are scanned.
+
+Decrease the Resolution
+^^^^^^^^^^^^^^^^^^^^^^^
+
+Adjusting the resolution of the image is an easy way to quickly reduce the
+number of pixels. Smaller images also mean there is less data to carry
+around, which helps performance in other ways. For example, reducing each
+image dimension by 30% (eg, from 640x480 to 448x336) will about double the
+speed of the reader (to a point). [FIXME verify!]
+
+Adjusting the resolution is `described above <resolution>`_. As mentioned
+there, reducing the resolution will negatively impact the minimum feature size
+and maximum barcode size that can be scanned, but it will help filter noise.
+
+Crop the Scan Region
+^^^^^^^^^^^^^^^^^^^^
+
+It may not always be necessary for an application to scan all the way to the
+edges of the image. By cropping the scan area, you can get most of the
+benefits of reduced resolution without sacrificing the minimum feature size.
+Cropping will also not affect image noise, but similar to decreasing the
+resolution, it does affect the maximum size barcode that can be scanned.
+
+For all cases you set the crop rectangle
+:class:`~ZBarReaderViewController::scanCrop` property. Note that the
+rectangle provided to the controller is *normalized* across image size and
+rotation. This means that the coordinates range from 0 to 1 and the axes will
+be arranged such that the x-axis of the crop rectangle corresponds to the
+major (longer) image axis.
+
+Your interface will typically need to indicate the cropped scan area to the
+user with visual queues. Use the
+:class:`~ZBarReaderViewController::cameraOverlayView` to provide this.
+
+By default, the :class:`ZBarReaderView` recognizes a pinch gesture to
+digitally zoom the preview around the center of the image. This zoom does not
+affect the resolution of the image, but it does crop the scan region to the
+visible area. You can also disable the pinch gesture and set the
+:class:`~ZBarReaderView::zoom` programmatically.
+
+Limit the Scan Density
+^^^^^^^^^^^^^^^^^^^^^^
+
+The scanner works by making scan passes across the pixel rows and colums of
+the image. The density of the passes is configured at the scanner as a pixel
+stride for each axis. ``ZBAR_CFG_Y_DENSITY`` (``ZBAR_CFG_X_DENSITY``)
+controls the number of pixel rows (columns) that are skipped between
+successive horizontal (vertical) scan passes. (Note that "density" is really
+not a good name for the configuration settings... "stride" might be more
+appropriate.)
+
+Decreasing the scan density (by increasing the stride setting) is a great way
+to limit the processing (increasing the frame rate) without sacrificing scan
+resolution - each scan pass is still made at full image resolution, there are
+just fewer passes (less redundancy).
+
+Setting the stride value to 0 completely disables scanning in that direction.
+This is very useful when reading linear codes with a visual alignment guide -
+scanning parallel to the bars is a waste of cycles which may be better applied
+to support higher resolution or increased density of scans across the symbol.
+Note that some 2-D symbologies (QR Code) require scans in both directions.
+
+Setting the stride to a very large value will generate a single scan pass
+through the center of the image. Note that some symbologies will not be
+detected without multiple successful passes; it is usually better to combine
+this setting with cropping to generate a number of closely clustered scan
+passes in the target area.
+
+Note that the density also affects the aspect ratio and rotation that can be
+tolerated. If you set it too large, some barcodes will become more difficult
+to read.
+
+In general, 2 to 4 is a good target for the stride setting, unless you have
+very high or low resolution images.
+
+Disable unused symbologies
+^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Limiting the symbologies to the set of interest should provide a small
+performance boost. It also improves decode reliability - it is impossible to
+receive an incorrect or unexpected decode result from a symbology that is
+disabled.
+
+The reader does support full auto-discrimination among the supported
+symbologies, but with all of them enabled you may need to compensate elsewhere
+to get a good frame rate.
+
+For example, if you are only interested in QR codes, disable the others. The
+robust way to do this is by disabling *all* symbologies and then reenabling
+only those you want. This helps isolate you from encountering new symbologies
+that may be added in future versions of the library until you are ready to
+handle them::
+
+ [scanner setSymbology: 0
+ config: ZBAR_CFG_ENABLE
+ to: 0];
+ [scanner setSymbology: ZBAR_QRCODE
+ config: ZBAR_CFG_ENABLE
+ to: 1];
+
+Even if you would like your application to support multiple symbologies, you
+may consider if there is a way to limit the enabled subset based on the
+scanning context, etc...
+
+
+Examples
+--------
+
+These examples demonstrate several scenarios for scanning from the camera with
+automatic capture. You can try them yourself using the readertest. For each
+example, start with the default settings (by tapping the
+``ZBarReaderViewController`` class), then enable continuous mode and the
+custom overlay (by disabling
+:member:`~ZBarReaderViewController::showsZBarControls`). You should also use
+a release build and avoid running in the debugger.
+
+Frame rates are approximate, measured on an iPhone 3GS running iOS 4.0.1 in a
+well lit room. Two measurements are taken for each sample: the rate with the
+camera pointed at a blank white page such that it fills the frame, and the
+rate while continuously decoding the provided example. For best results, it
+is recommended that you print the examples rather than scanning them from the
+screen.
+
+For reference, the base frame rates with default settings are 12fps for a
+blank white page, 7.5fps for this `basic EAN symbol`_ and 2.2fps for this
+`basic QR symbol`_.
+
+.. _`basic EAN symbol`:
+ http://zbar.sf.net/test/ean13/9876543210128.png
+.. _`basic QR symbol`:
+ http://chart.apis.google.com/chart?cht=qr&chs=512x512&chl=http://zbar.sf.net/iphone
+
+Long Linear Symbols
+^^^^^^^^^^^^^^^^^^^
+
+For this example, we will use a relatively `long Code 128 barcode`_.
+
+.. _`long Code 128 barcode`:
+ http://zbar.sf.net/test/code128/ALPHA.png
+
+While it should be possible to read this symbol with the default settings, you
+may notice that it is not very reliable. You will have to stretch the symbol
+across the entire screen, and even then the default settings will only give
+you about 1.6 pixels per module, well below the ideal target of 3. To improve
+these results, we want to maximize scanning resolution for the long image
+axis.
+
+1. Disable the default zoom/crop - zoom all the way out by hitting "Scan" and
+ pinching the preview; the frame rate immediately drops to 8fps / 4.8fps.
+
+We should compensate for this reduction in the frame rate:
+
+2. Crop the image to a long, skinny rectangle - set the
+ :member:`~ZBarReaderViewController::scanCrop` setting to
+ ``{{0, 0.3}, {1, 0.4}}``; The frame rate jumps up to 18fps / 8.7fps.
+
+3. Disable scans across the short image axis - set the ``CFG_X_DENSITY``
+ setting to 0. The frame rate goes all the way to 30fps / 13fps.
+
+Since we have plenty of margin with the frame rate, we can minimize the total
+decode latency by performing more scan passes through the symbol:
+
+4. Increase the scan density - set the ``CFG_Y_DENSITY`` setting to 1 (13.5fps
+ / 5fps) or 2 (24fps / 9fps).
+
+You should now be able to quickly and reliably decode long linear symbols.
+
+If have a newer device, you may also try increasing the resolution to support
+even longer symbols. You may have to compensate elsewhere to bring the frame
+rate back to a reasonable level.
+
+High Density QR Symbols
+^^^^^^^^^^^^^^^^^^^^^^^
+
+For this example we will use a `version 29 QR Code symbol`_.
+
+.. _`version 29 QR Code symbol`:
+ http://www.qrcomic.com/images/5.png
+
+In this case we still want to maximize the resolution, but we also need to
+increase the scan density to reliably pick up the small finder patterns:
+
+1. Maximize scan density in both directions - set the ``CFG_X_DENSITY`` and
+ ``CFG_Y_DENSITY`` settings both to 1. You should be able to scan the symbol
+ now, although the frame rate drops to 4.5fps / 1fps
+
+2. Disable the default zoom/crop - zoom all the way out by hitting "Scan" and
+ pinching the preview; the frame rate drops further to 3fps / 0.7fps
+
+We can compensate somewhat for the reduced frame rate:
+
+3. Crop the image to a square - set ``scanCrop`` to ``{{0.125, 0}, {.75, 1}}``.
+ This boosts the frame rate slightly to 3.7fps / 0.75fps.
+
+4. Disable linear symbologies - set the symbologies such that only QR Code is
+ enabled (4fps / 1fps)
+
+Even though the frame rate is still pretty bad, the QR recognition latency
+should be acceptable.
+
+If have an iPhone 4, you may also try increasing the resolution to support
+even denser QR symbols. You may have to compensate elsewhere to bring the
+frame rate back to a reasonable level.
+
+Small DataBar Symbols
+^^^^^^^^^^^^^^^^^^^^^
+
+For this example we will use a `DataBar symbol`_ printed with a small feature
+size, typical of the stickers used to tag produce. Scale it when printing
+such that the printed dimensions are about 1cm square. This symbol should
+scan with the default settings, but we will attempt to optimize the scan
+latency for this case.
+
+.. _`DataBar symbol`:
+ http://zbar.sf.net/test/databar/0109876543210128-so.png
+
+As well as high barcode resolution, we also want high density passes in both
+directions to minimize sensitivity to rotation:
+
+1. Maximize scan density in both directions - set the ``CFG_X_DENSITY`` and
+ ``CFG_Y_DENSITY`` settings both to 1. The frame rate drops to 4.5fps /
+ 3fps.
+
+Compensate for the reduction in frame rate by zooming in on the small symbol,
+which crops the scanned image. Zooming also helps the user see the small
+barcode:
+
+2. Zoom all the way in - hit "Scan" and un-pinch the preview. The frame rate
+ recovers to 11fps / 6.2fps.
+
+3. Crop the image to a square - set ``scanCrop`` to ``{{0.125, 0}, {0.75, 1}}``
+ (14fps / 7.5fps)
+
+4. Disable all symbologies except DataBar and DataBar Expanded (14.5fps / 9fps)
+
+The reader should now be very sensitive to DataBar, even when scanned at an
+angle.