P3PC-E527-02EN CardMinderTM for ScanSnap!TM User’s Guide
INTRODUCTION ■ About This Manual This manual describes the use of CardMinder for ScanSnap! application as follows.
Use in High-safety Applications This product has been designed and manufactured on the assumption that it will be used in office, personal, domestic, regular industrial, and general-purpose applications.
How Trademarks Are Indicated In This Manual CardMinder for ScanSnap! application is abbreviated as CardMinder. References to operating systems (OS) are indicated as follows: Windows 98: Refers to Microsoft® Windows® 98 operating system. Windows Me: Refers to Refers to Microsoft® Windows® Millennium Edition operating system.
CONTENTS INTRODUCTION ............................................................................................ i ■ About This Manual ................................................................. i ■ Note, Liability .......................................................................... i ■ Trademarks ............................................................................ ii Chapter1 About CardMinder ................................................... 1 1.1 About CardMinder ................
4.4 Restoring the data from Trash ........................................ 19 4.5 Extracting the image data ................................................ 21 4.6 Data search by entering keyword ................................... 23 Chapter5 Correction of Recognized Character Data .......... 24 5.1 Recognition of all characters at once............................. 25 5.2 Recognition using Rectangle Selection ......................... 26 5.3 Keyword Recognition using Rectangle Area Selection 28 5.
Chapter1 1 About CardMinder This chapter describes features and basic operations of CardMinderTM. 1.1 About CardMinder................................................................................................... 2 1.2 Features of CardMinder.......................................................................................... 3 1.3 Flow of Operation ................................................................................................... 4 1.4 Measurement Windows ...................
1.1 About CardMinder 1.1 About CardMinder Image data CardMinder window: Recognized characters PIM window (Microsoft® Outlook® for example): Recognized data CardMinder ScanSnap! User’s Guide 2 1 About CardMinder CardMinder is included with your ScanSnap! color duplex scanner. CardMinder provides a quick scanning, image recognition and database storage solution for all your office scanning needs.
1.2 Features of CardMinder 1.2 Features of CardMinder ACT!TM GoldMine® CSV (Excel) • Searches business cards quickly by Full Name or Company CardMinder ScanSnap! User’s Guide 3 1 About CardMinder CardMinder has the following features.
1.3 Flow of Operation 1.3 Flow of Operation You can start using CardMinder by: Selecting 1 • An application where the data is to be exported (See Chapter 2) Scanning and recognizing a business card (See Chapter 3) About CardMinder • Insert the business card(s) into the ADF Paper Chute. • Press a button on the scanner. ⇒ Scanned and recognized data will be shown in Main window. Common Daily Tasks Exporting the data (See Chapter 3) • Select the data in [Inbox] tab. • Click an icon.
1.4 Measurement Windows 1.4 Measurement Windows There are two measurement windows in CardMinder. 1 ■ Main window About CardMinder Image Toolbar Command Toolbar Shows icons for often-used commands. Shows buttons used to adjust the image display in Image View. Mode tabs Displays data in each mode. Data List View Lists the business card data Image View Displays the image of business card selected from Data List View.
1.4 Measurement Windows Icon / Display Function Starts Scanning of business card(s) using ScanSnap!. Activates recognition of the business card selected in Data List View. Only characters on front side of the business card are recognized. Automatically displays the recognition result in Recognition / Correction View. Command toolbar 1 About CardMinder Exports the business card data to an application. The data is moved from [Inbox] tab to the [Exported] tab. The icon at the left shows Microsoft Outlook.
1.4 Measurement Windows ■ Finder window This window appears when a data search is activated from an application. Image Toolbar Shows buttons to adjust image display in Image View. 1 About CardMinder Data List View Lists searched business card data. This view is not shown when there is only one item. Image View Displays the image of the business card selected in Data List View. Icon / Display Function Moves image of business card when the image is dragged.
Chapter2 Configuring Before Scanning This chapter describes the settings required to use CardMinderTM and how to change the PIM application selection. 1. Click [Start] in the desktop. Click [Program], [CardMinder] and [CardMinder] again from submenus. ⇒ Main window of CardMinder appears. 2. Click [File] in menu bar and click [Export to] in submenus. ⇒ A list of PIM applications appears. A check mark by an item indicates the currently selected of application. Main window: 3.
Chapter3 Scanning and Exporting the Business Card Data This chapter describes the procedures for scanning and exporting the data. If you are sure that Step 1 to Step 3 are correct, you can start from Step 4 immediately. 1. Right-click an icon in task bar. And select [Setting...] in menu items. Click here second Click here first ⇒ The window [ScanSnap! Monitor - Scan and Save Settings] opens. 2. Click a tab [Application], find a menu [CardMinder] in a combo box of [Application], then click it.
3. Click [OK] button. ⇒ The window [ScanSnap! Monitor - Scan and Save Settings] closes. 4. Insert the business card into the ScanSnap! scanner. Set card with the short side fed first so that the front of the card is facing the ADF paper chute. The front side is the side where the name is printed. Note that you can insert a batch of business cards together.
• Instead of pressing above button, you can start scanning by clicking [File] in ATTENTION ⇒ Main window of CardMinder opens. 2. Configure the business card as described in Step 4 above. 3. Click the Scan icon in a toolbar. ⇒ Duplex scanning starts. CardMinder for ScanSnap! User’s Guide 11 3 Scanning and Exporting the Business Card Data menu, and clicking [Scan from ScanSnap!]. • The scan settings for CardMinder are same as ScanSnap!. See ScanSnap! fi4110EOX2 Operator’s Guide for these settings.
6. After scanning, the Main window [Inbox] appears. Click on a business card in the Data list and verify the recognized result for the front image. You can correct recognized data here (See Chapter 5). Main window: Front side Backside 3 Recognized data • This example shows both image sides. (See Section 1.4) The display mode HINT can be adjusted by clicking [View] in menu bar, and clicking [Show two sided image] and its submenus.
8. The following steps show an example using Microsoft® Outlook®. Click the [Microsoft Outlook] icon on the toolbar. Main window: ⇒ The data selected in Step 7 is exported to Microsoft® Outlook®. The data is then erased from [Inbox] and added to [Exported]. You can confirm the export by activating Microsoft® Outlook®, and opening [Contacts] folder as follows. HINT Export can also be activated by clicking [File] in menu bar, and clicking [Export] in submenus.
• For Outlook Express, ACT!TM or GoldMine®, only the Icon changes. The methods are HINT the same. • When exporting data to CSV (Excel), click the [CSV (Excel)] icon and specify a file name and file folder for Excel to save data.
Chapter4 Business Card Data Handling This chapter describes how to search, delete, restore and extract data items from a business card. 4 4.1 Data search by character string and hot key ..................................................... 16 4.2 Deleting the data from [Inbox] / [Exported] tab.................................................. 17 4.3 Deleting data from [Trash] ................................................................................... 18 4.4 Restoring the data from Trash........
4.1 Data search by character string and hot key 4.1 Data search by character string and hot key 1. Select a character string of a name or a company in some document, and press the hot key (Alt+F3). CardMinder will then automatically start searching. ⇒ The Finder window opens if the selected character string matches the CardMinder database. 4 Business Card Data Handling • Default setting for the hot key is Alt+F3. If you want to change the hot key, HINT refer to Section 6.1.
4.2 Deleting the data from [Inbox] / [Exported] tab 4.2 Deleting the data from [Inbox] / [Exported] tab A method to delete the data from [Inbox] or [Exported] tab is as follows. The data is sent to [Trash]. 1. Open CardMinder with [Inbox] or [Exported] selected. Select the data which you want to delete. You can add to the selection by clicking the data while pressing the [Shift] or [Ctrl] key. Main window: 4 Business Card Data Handling 2.
4.3 Deleting data from [Trash] 4.3 Deleting data from [Trash] A method to permanently delete data in the Trash follows. The data is permanently deleted and cannot be restored by the procedure in Section 4.4. 1. Open CardMinder with [Trash] tab selected. Select the data which you want to delete. You can add to the selection by clicking on the data while pressing [Shift] or [Ctrl] key. Main window: 4 Business Card Data Handling 2. Press [Delete] key, or Click [Edit] in menu bar and click [Delete].
4.4 Restoring the data from Trash 4.4 Restoring the data from Trash A method to restore the data from the [Trash] is as follows. Restored data is moved to [Inbox] or [Exported] to the original location. 1. Open CardMinder with [Trash] tab selected. ⇒ Deleted data is shown in the window. Main window: 2. Select items that you want to restore from [Trash] tab. You can add to the selection by clicking on the data item while pressing [Shift] or [Ctrl] key.
4.4 Restoring the data from Trash 3. Click [Edit] in menu bar, and click [Undo] in submenus. Main window: ⇒ Selected data moves from [Trash] to [Inbox] or [Exported] tab.
4.5 Extracting the image data 4.5 Extracting the image data You extract a business card image data using CardMinder, and attach it to your e-mails as follows. 1. Select which data you want to extract by using the search method described in Section 4.1.
4.5 Extracting the image data 2. Drag a business card image from the CardMinder window to any folder in Explorer or to your Desktop. If both sides of the card are displayed, only one side can be dragged at a time HINT 4 3. You can attach the image file(s) to your e-mail using your favorite mailing software. CardMinder for ScanSnap! User’s Guide 22 Business Card Data Handling ⇒ An image of the business card is created where you drop it.
4.6 Data search by entering keyword 4.6 Data search by entering keyword A method to search the data by entering a keyword is as follows. 1. Open CardMinder, and click [Edit] in menu bar and then click [Find]. Main window: 2. Following [Find] dialog box may appear, Enter a Name or a Company in column [Find what], Then click [Find] button. sage [End of SEarch] appears on the screen. The [Find] dialog box may keep staying on the screen for further searching.
Chapter5 Correction of Recognized Character Data As the recognition cannot be perfect for all business cards, some revision of the recognized results may be necessary. This chapter describes how to correct the recognition results. Some notice before data correction: • If the orientation of the characters in the front side are incorrect, correct the orientation by clicking as shown Section 1.4. Then try again.
5.1 Recognition of all characters at once 5.1 Recognition of all characters at once The data in [Inbox] and [Exported] tabs can be corrected using the same method. Correction of data from the [Inbox] is described below. 1. Select items that you want to recognize from [Inbox] tab. Main window: Select the data Front side Backside Recognized data 5 Correction of Recognized Character Data Characters only from the front side image can be recognized. HINT 2. Click [Recognition] icon in toolbar.
5.2 Recognition using Rectangle Selection 5.2 Recognition using Rectangle Selection The data in both the [Inbox] and [Exported] tabs can be corrected using this same method. 1. Select items that you want to recognize from [Inbox] tab. Main window: Select the data Front side Backside Recognized data 5 Characters only in front side image can be recognized. 2. Select the area to recognize on the front side image by using your mouse as shown below.
5.2 Recognition using Rectangle Selection 3. Click [Recognition] button in toolbar. Main window: ⇒ All characters are recognized. Old recognition data is substituted by the new data.
5.3 Keyword Recognition using Rectangle Area Selection 5.3 Keyword Recognition using Rectangle Area Selection This Section describes the recognition of keywords selected using a rectangle area. The data in [Inbox] and [Exported] tabs can be corrected in the same method. 1. Select items that you want to recognize from [Inbox] tab. Main window: Select the data Front side Backside Recognized data 5 2. Specify the trimming area for recognition of front side image by mouse as shown below.
5.3 Keyword Recognition using Rectangle Area Selection 3. Click the [Company] button located in the lower area of Main window. ⇒ The data in a clicked column is recognized. Old recognition data is replaced by the new data. Other columns than [Company] can be corrected using the method above.
5.4 Data Correction by Manual Entry 5.4 Data Correction by Manual Entry The data in [Inbox] and [Exported] tabs can be corrected using the same method. Data correction for [Inbox] tab is described in this example. 1. Select items that you want to recognize from [Inbox] tab. Main window: Select the data Front side Backside Recognized data 5 Correction of Recognized Character Data Characters only in front side image can recognized. HINT 2. Click on the text you want to correct.
5.4 Data Correction by Manual Entry Other columns than [Full Name] can be corrected using a similar method. HINT 3. Enter correct Full Name from your keyboard.
Chapter6 Setting Preferences This chapter describes how to set CardMinderTM preferences. 6 6.1 Data control settings ............................................................................................ 33 6.2 Export item settings .............................................................................................
6.1 Data control settings 6.1 Data control settings Following preference for data control can be set in this Section. • Display or not display a confirmation window for the recognition result. • Hot key setting for searching. • CardMinder Database file folder path name. 1. In Main window, click [Tool] in a menu bar, and click [Settings...]. Main window: ⇒ [Settings] dialog box appears. 2. Click [General] tab. Then specify your preference by referring the Hints below.
6.1 Data control settings HINT • Setting [Action when image scan complete] • Show CardMinder window CardMinder ScanSnap! User’s Guide 34 6 Setting Preferences Displays the result of character recognition after scanning the business card. • Export Business Card data automatically The recognized data is immediately saved without displaying the recognized result. This is not recommended because a wrong name or company can enter your database.
6.2 Export item settings 6.2 Export item settings The items selected in this section are displayed and recognized by the Main window of CardMinder, and exported to other application such as Microsoft Outlook. 1. In the Main window, click [Tool] in a menu bar, and click [Settings...]. Main window: ⇒ [Settings] dialog box appears. 2. Click [Export Item] tab. Then add check marks for the items you wish to export. [Default] button resets the settings to default state.
Chapter7 Troubleshooting This chapter describes the troubleshooting. No Phenomena 1 Scanning does not start Please confirm, ⇒ Please confirm following items • Is ScanSnap! driver installed correctly? • Refer to Getting Started of ScanSnap!, and install the ScanSnap! driver correctly. Is the icon of ScanSnap! in task bar looks like ? If so, set ScanSnap! Monitor by referring ScanSnap! Operator’s Guide, so that the icon of ScanSnap! Monitor becomes . • Is the window, [ScanSnap! Monitor...
No 4 Phenomena Items incorrectly recognized. Please confirm, ⇒ Confirm the following • Is color of the characters white with a dark background? Those characters cannot be recognized. Manually correct using your keyboard (See Section 5.4). • Are several phone numbers printed together as in the right example? These phone numbers cannot be recognized. Manually correct using your keyboard (See Section 5.4). 5 The items which you want to recognize do not appear in window. ⇒ Click [Tool] menu and [Setting..
INDEX A [Default] ................................................... 35 [Action when image scan complete] ....... 34 ........................ 12, 17, 19, 25 Default ............................................... 16, 34 Deleting data permanently ...................... 18 ADF paper chute ..................................... 10 Deleting data temporarily ........................ 17 Alt+F3 ...................................................... 16 Displayed item .....................................
I Rectangle selection method .................... 24 Image data not displayed ........................ 36 [Register Card Information automatically] 12 Image toolbar ........................................ 5, 7 Resolution mode Image view ............................................ 5, 7 Restoring data ......................................... 19 [Inbox] tab ..................................... 10 ................................................. 6 S K Save data without confirming Keyword .....
CardMinderTM for ScanSnap!TM User’s Guide P3PC-E527-02EN Date of issuance: June, 2003 Issuance responsibility: PFU LIMITED The contents of this manual are subject to change without notice. PFU LIMITED assumes no liability for incidental or consequential damages arising from the use of this Product, and any claims by a third party. z Copying of the contents of this manual in whole or in part and copying of the scanner application is forbidden under the copyright law.
