Scan-ID (for Windows 10 / 8 / 7 / Vista / XP) User Guide CardReader, Inc. www.bizcardreader.
Copyright Notice CardReader, Inc. 2015. All rights reserved. No part of this book may be reproduced or copied in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information and retrieval systems - without written permission of the publisher. CardReader, Inc. California, USA www.bizcardreader.
END USER SOFTWARE LICENSE AGREEMENT FOR SCAN-ID IMPORTANT READ CAREFULLY THIS LICENSE AGREEMENT. BY INSTALLING, COPYING OR OTHERWISE USING THIS SOFTWARE, YOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT. IF YOU DO NOT ACCEPT THE TERMS OF THIS AGREEMENT, DO NOT INSTALL, COPY, OR USE THE SOFTWARE DEFINITION "SOFTWARE" refers to the computer programs contained in this software package, and the programs contained in the EDT/Cardreader OCR Developer Toolkit (Version 10) libraries.
replacement SOFTWARE will be warranted for the remainder of the original 60-day warranty period or for 30 days from the date you received the replacement, whichever is longer. THE ABOVE WARRANTIES ARE EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
Table of Contents GENERAL INFORMATION .....................................................................................................................................1 SYSTEM REQUIREMENTS ............................................................................................................................................1 INSTALLING THE CARD SCANNER ...............................................................................................................................
COPY FIELD CONTENTS ............................................................................................................................................14 UPDATING A DATABASE ...........................................................................................................................................14 EDITING FIELD NAMES........................................................................................................................................
General Information Scan-ID is an application that scans and manages various identification cards including medical and insurance cards, and driver driver licenses. It saves an image of each card and automatically creates a database of the scanned IDs. Scan-ID has built-in barcodes reading technology and is capable of reading a number of 1D and 2D (onedimensional and two-dimensional) barcodes, including Code39, Code128, EAN and UPC codes, and PDF417 2D barcodes.
The DuplexScan 1210 Card Scanner The DuplexScan 1200/1210 scanner is a double sided scanner which scans both sides of an input document in a single pass. The input document can be returned (ejected) either at the front or the rear of the scanner. The document eject mode is set from the software in the scanner settings and options. Inserting the document (card) for scanning The card should be inserted into the front of the scanner at the RIGHT end of the input slot.
named “Expires On” and hold the expiry information in the proper date format (i.e MM-DD-YYYY or YYYY-MM-DD) with exactly 10 characters including the hyphen delimiters. Prompt before overwriting database If enabled the system will before overwriting the current contents of the database anytime when the database is saved or updated. Enable balloon help If enabled, the system will pop up the balloon help message when the cursor is placed over an icon.
Select... Click this button to select a scanner. A Select Scanner dialog box appears showing the list of available scanners. Select a scanner from the list and click the OK button. Calibrate... Calibration should be performed the first time the scanner is used, and periodically, once every 4 - 6 months. Click on this button to begin calibration.
Attaching Images Scan-ID allows you to attach multiple images (up to 8) to a single record. This feature is useful for storing additional cards or photographs associated with a record. To attach images to a record: 1. Select and display the record. 2. Click the Attach Image icon, or select Image... Attach Image option. 3. Specify the scanning options in the Attach Image dialog box. 4. Place the image to be scanned onto the scanner and then click OK.
The Main Window When you start the Scan-ID program, it displays the main window which displays the record fields, icons and the main menu bar (at the top of the screen). This window contains most of the functions you will use for your card-scanning, photo scanning and card-retrieval tasks. Search To search for a specific record, click in the Search input box with the left mouse. The list of available records appears in the window in tabular format. Enter the search string to find a record.
Auto Indexing The letters below the address book indexes the records according to the selected sort field. Position the mouse pointer on any of the letter tabs and press the left mouse button. The first record in the database that begins with that letter will be displayed.
Control Menu and Image Icons Description of the Menu Icons Scan Start scan. Note: You do not need to use this button if the Auto-Scan feature is activated. Display Mode Switch between 3 display modes. Save Database Save the current database. Open Database Retrieve a saved database. New Record Create a new record by keying in data manually. Delete Record Delete the current record and its associated card image(s).
Viewing Cards Display Mode The main window of Scan-ID is displayed in three modes. Click on the Display Mode icon to view the different modes. You can also change the display mode by selecting Change Display under the Data menu, or by pressing F8 Notes Field The Notes field contains miscellaneous information extracted from the card image. Viewing Records To move from one record to another use the Next and Previous icons.
Zooming in & out of the image To zoom in closer to any portion of the displayed image, simply click on the Zoom icon and then point and click on the image. To zoom out on the image, place the pointer on the image and click once on the right mouse button. Shifting the image Window In Zoom mode, you can shift the area of the card image displayed to any desired position. To do this, place the pointer in the image window, click and hold down the left mouse button.
By default, Scan-ID searches the database for cards that contain all the keywords in the search string. The search is not case-sensitive: Scan-ID will find a record with 'IBM' in a specified field regardless of the search string being 'ibm', 'Ibm', or 'ibM'. The search results are shown in a tabular form on the View screen. To view a specific record in the View screen, simply double-click on the desired record. Alternatively, use PageUp or PageDown keys to scroll up or down the list.
Editing Text To insert text, click on any of the record fields and type in the information you want to add. To copy text, simply highlight the text and click on Edit menu, copy option (Ctrl-C). To paste text, position the cursor at the insertion point. Select Edit menu, paste option (Ctrl-V). To move text, simply highlight the text and click on Edit menu, cut option (Ctrl-X). Then paste the information to the destination field. To delete text, simply highlight the text and use the delete or backspace key.
Opening A Database 1. Select Open from the File Menu or click the Open Database icon. The Open dialog box will appear. 2. Select a database to open and click OK. The database will be opened and the first record is displayed. Scan-ID permits only one opened database at any time. Saving A Database When a database is first created, it is given the name Untitled. To save the current database: 1. Select Save... from the File Menu or click on the Save Database icon. 2.
3. Click OK and the database will be deleted from the hard disk. All Database data and images will be deleted. Copy Field Contents Copy Field Contents allows you to copy or move information from one field to another for all records in the database. 1. Select Copy Field Contents... from the Edit menu 2. Select the Source Field and the Target Field. 3. Select to Append or Overwrite information in the Target Field. 4.
DCB DBA DBD DCS DAC DAD DBB DBC DAY DAU DAZ DAG DAH DAI DAJ DAK DAQ DCG Driving restrictions Document expiration date (MMDDCCYY for US, CCYYMMDD for Canada) Document issue date Customer family name Customer first name Customer middle name Date of birth Physical description - Sex Physical description – Eye Color Physical description – Height Physical description – Hair Color Address – Street 1 Address – Street 2 Address - City Address - State Address – Postal Code Customer ID number Country of issue For mo
“Name-LF” Field If the field name is “Name-LF”, the system will automatically fill in this field with the name in “Lastname, Firstname” format from the data in the Name field of the record. “Created” Field If the field name is “Created”, the system will automatically fill in this field with the date of creation of the record.
Automatic Export The Automatic Export feature allows you to transfer all the text information in the database to an export file in a format which is compatible with the selected target application. Each time the database is edited and the contents saved, the export file is automatically updated. This frees you from the tedium of having to manually export the database whenever you scan new cards into the database or update the database contents. To set up the automatic export feature, do the following. 1.
Type E Type F Output in 2 lines Output in 3 lines Separate fields Separate fields Examples: The fields for Standard Text (Type A) format are as follows: 1. First Name 2. Last Name 3. Title 4. Company Name 5. Address (all 3 Lines) 6. City 7. State 8. Code 9. Country 10. Phone 11. Fax 12. E-mail 13. Web 14. Mobile 15. LastName 16. Date 17. User1 18. User2 19. User3 20. User4 21. Notes + Memo The fields for Standard Text (Type F) format are as follows: 1. First Name 2. Last Name 3. Title 4. Company Name 5.
Text and Image Export Formats The Text and Image formats are export formats provided by the system to assist you in transferring the database information to third party applications. The Text and Images (A - F) formats are basically the same as the Standard Text (A - F) formats, except that they include the image file names associated with each record. Eight fields (corresponding to the eight image file names) are appended to the end of each record in the exported file.
For example, if the database contains a record John Smith with an associated image, then the exported image from the record will be the image file “John_Smith.jpg”, which will be saved to the folder specified. To Export Images: 1. Select File… Import/Export… Export Images 2. Select the target folder to which the exported images will be saved. We highly recommend that you pick a new/empty folder to contain the exported images.
Label Layout The following gives an example of defining the label layout. Number of Label Rows: 4 Number of Label Columns: 2 w - Label Width h - Label Height d1 - Vertical label distance d2 - Horizontal label distance x - Top left label from left edge y - Top left label from top edge Print to File The Print-to-File option allows you to write database information to a text file file.
3. In the Save As dialog box, select the folder where you want to store the backup database, and specify the name of the backup database (e.g. "MyCardDataBakup"). 4. If you want to include the card images in the back up, place a check in the Include Images check box. 5. Click OK, and the database will be saved to MyCardDataBakup. 6. Close MyCardDataBakup, and re-open MyCardData to continue your work.
1. From the Print Label dialog box, click on the Labels button. 2. Click the New button in the Select Label dialog box. The Create New Label dialog box will appear. 3. Enter the label specifications and the label name. Refer to the Label Layout section in this guide for details on how to specify the label parameters. 4. Click the Save button to save all changes, or Cancel button to quit without saving. After you save the label format, it will appear in the “Label” list under Select Label dialog box.
7. If you wish to include the names of the fields in the first record of the output file, click on the Include Header checkbox. 8. If you want the names of the image files to be included in the export file, check the Include Image Files box. 9. Click OK when you are done with your selection or Cancel to discard How do I export or print only selected records? First switch to the View screen to select the records by clicking in the Search box.
6. Click OK to start the merging process. How do I set the maximum number of records in a database? The following procedure describes how the maximum records for a database can be changed. As an example, assume that you initially set the Maximum Records value to 1000. After scanning 950 cards, you decide to increase the maximum number of records to 2000. The following steps should be taken: 1. Save and Close the current database. 2. From the Settings Menu, select the System option.
Scanner Maintenance The scanner requires no maintenance except for occasional cleaning. Dirt and other foreign particles from scanned cards and photographs may accumulate on the scanning glass and roller after an extended period of scanning. If there are noticeable dark lines in the scanned images, the scanner may need cleaning. DuplexScan 1200/1210 Series Cleaning Procedure Instructions: 1. Lift up the top cover of the scanner. 2. Remove the SINGLE screw as shown. Use a small Philips head screwdriver.
3. 4. 5. 6. 7. Carefully lift up the left end of the upper imaging sensor. Slide off the end retainer and remove the sensor from the right end pivot hole. DO NOT detach the white ribbon cable from the sensor. Turn the upper sensor so that the glass plate faces up. Then rest the sensor on the scanner. Wipe away dirt or other particles from the upper and lower glass plates and rubber rollers with a dry cotton cloth. Use a small amount of rubbing alcohol if needed. Carefully re-assemble the scanner.
4. Remove the battery and unplug the battery terminal from the socket. You will have to hold the (red and black) wires firmly at the base of the terminal, and rock gently to pull the terminal off the socket. 5. Place the new battery into the battery compartment, and plug the terminal securely into the socket. DO NOT use excessive force. Note the pins in the socket as the terminal can fit in only in one direction. 6. Carefully replace the battery cover over the compartment.
BizCardReader 901 Vertical Mount Setup Setting up the vertical mount scanner.
BizCardReader 901 Cleaning Procedure 1. Turn the scanner over so that the bottom side faces up. 2. Remove the 2 screws located on the bottom of the scanner as shown. Use a small Philips head screwdriver. 3. Turn the scanner upright, and carefully pry open the top cover. Lift off the cover and place it next to the scanner base. DO NOT DETACH the sensor wire. 4. Press down gently on the glass to swivel and expose the surface.
BizCardReader 900C Cleaning Procedure 3. Turn the scanner over so that the bottom side faces up. 4. Remove the 4 screws located on the bottom of the scanner as shown. Use a small flat head screwdriver. DO NOT remove any other screw. 5. Turn the scanner upright and carefully lift off the top cover. 6. Wipe away dirt or other particles from the glass plate and rubber roller with a dry cotton cloth. Use a small amount of rubbing alcohol if needed. 7. Carefully re-assemble the top cover and screws.
c. Turn the scanner upright and slide the top cover slightly to the right and lift up carefully. d. Remove the black rubber roller by lifting it up from the roller slots. e. Wipe away dirt or other particles from the glass plate and rubber roller with a dry cotton cloth. Use a small amount of rubbing alcohol if needed. f. Replace the roller and carefully re-assemble the cover and screw. Do not use excessive force when tightening the screw.
Scanner Warranty and Notices Limited Warranty CardReader, Inc. (“Manufacturer”) grants a limited one year warranty for the BizCardReader 901/1200/1210 card scanner (“Scanner”), effective from the date of purchase. If the scanner is a free replacement unit for a faulty (original) unit covered by warranty, the warranty period of the replacement unit expires at the end of the warranty period of the original unit.
Declaration of Conformity DECLARATION OF CONFORMITY According to 47CFR, Part 2 and 15 for: Class B Personal Computers and Peripherals; and/or CPU Boards and Power Supplies used with Class B Personal Computers: We: Located at: CardReader, Inc. 1411 Ramon Dr. Sunnyvale, CA 94087 Telephone: (408) 733 2233 Declare under sole responsibility that the product identified herein, complied with 47CFR Part 2 and 15 of the FCC rules as a Class B digital device.
