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P3PC-1562-01ENZ0
CardMinder
User's Guide

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  • Page 1

    P3PC-1562-01ENZ0 CardMinder ™ User’s Guide...

  • Page 2: Introduction

    INTRODUCTION ■ About This Manual This document describes the use of CardMinder, a business card scanning application. 1) About CardMinder (A quick look at CardMinder) 2) Configuring Before Scanning (Setting options before scanning) 3) Scanning and Synchronizing Business Card Data (Basic procedures for common scanning tasks) 4) Business Card Data Handling (Maintaining and using your Business Card database)

  • Page 3

    Screen Examples In This Manual The screen examples in this manual are subject to change without notice in the interest of product improvement. The screenshots used in the examples in this manual were taken with Windows XP. If the actual displayed screen differs from the screen examples in this manual, operate by following the actual displayed.

  • Page 4: Trademarks

    ■ Trademarks ScanSnap and CardMinder are trademarks of PFU LIMITED. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation of the United States and/or other countries. Adobe and the Adobe logo as well as Acrobat and the Acrobat Logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

  • Page 5

    Multilingual OCR by I.R.I.S.(Image Recognition Integrated Systems) 1997 Copyright by I.R.I.S., All rights reserved The Proximity / Merriam Webster Linguibase Copyright 1984 All rights reserved Proximity Technology Inc. Copyright 1984 All rights reserved Merriam Webster Inc. The Proximity / Merriam Webster Linguibase Copyright 1984 All rights reserved Proximity Technology Inc.

  • Page 6: Table Of Contents

    CONTENTS INTRODUCTION .................... i ■ About This Manual ..............i ■ Note, Liability ................. ii ■ Trademarks ................iii ■ Manufacturer ................ iii Chapter 1 About CardMinder ........... 1 1.1 About CardMinder .............. 2 1.2 Features of CardMinder ............. 5 1.3 Operation Flow..............

  • Page 7

    4.2 Deleting data from the [Inbox] / [Exported] tab ..... 31 4.3 Restoring data from the [Trash] tab........ 32 4.4 Deleting data from the [Trash] tab ........34 4.5 Deleting data from the [Mobile] tab......... 36 4.6 Extracting the business card image data....... 38 4.7 Data search by keyword input ........

  • Page 8

    Chapter 7 Updating CardMinder Online........ 69 Chapter 8 Troubleshooting ............ 72 INDEX ......................75 CardMinder User’s Guide...

  • Page 9: About Cardminder

    Chapter 1 About CardMinder This chapter describes the features and basic operations of CardMinder 1.1 About CardMinder....................2 1.2 Features of CardMinder..................5 1.3 Operation Flow......................6 1.4 Operation Windows ....................9 1.5 User Authority ....................... 14 CardMinder User’s Guide...

  • Page 10: About Cardminder

    1.1 About CardMinder About CardMinder CardMinder is a business card scanning application for image scanners. CardMinder provides quick scanning, image recognition and database storage solution for all your office scanning needs. Using an OCR (Optical Character Recognition) engine and sharing recognized data with a PIM (Personal Information Manager), CardMinder is able to...

  • Page 11: System Requirements

    Keyboard • Mouse *"ScanSnap" is a FUJITSU compact color scanner. Although it is not compatible with TWAIN Standard, this novel scanner can create PDF files directly from scanned images with the touch of a button. For more details, visit our website at: http://scansnap.fujitsu.com...

  • Page 12

    1.1 About CardMinder To save the data of one business card (Duplex, Color, and Best image quality HINT scanning), 250K bytes of disk space is required. Estimate the total amount of necessary disk space according to the number of business cards you are to scan. •...

  • Page 13: Features Of Cardminder

    1.2 Features of CardMinder Features of CardMinder The features of CardMinder are as follows: • Scan one or both sides of the business cards just at the touch of the button on the scanner. (ScanSnap). • Capture memo written on business cards and create a database. •...

  • Page 14: Operation Flow

    1.3 Operation Flow Operation Flow You can operate CardMinder by doing the following: Selecting (See Chapter 2) • An application to which the data is exported. Scanning and recognizing a business card (See Section 3.1) 1. Set business card(s) onto the scanner. 2.

  • Page 15

    1.3 Operation Flow Recognizing the data anew (See Chapter 5) 1. Select [Tool] on the menu bar -> [Recognition Language], or click [ ] on the right side of the [Recognition] button and then select a lan- guage to use from the list. (See Section 5.1.) 2.

  • Page 16

    1.3 Operation Flow Displaying the Web browser (SeeSection 4.11 ) 1. Select the data on the [Inbox] tab, the [Exported] tab, the [Trash] tab, or the [Mobile] tab. 2. Select [Tool] on the menu bar -> [Web page browse], or right-click on the data listed and select [Web page browse] from the menu.

  • Page 17: Operation Windows

    1.4 Operation Windows Operation Windows There are two types of operation windows in CardMinder. ■ Main window Image Toolbar Shows the buttons used to adjust the business card image in Image View. Command Toolbar Shows icons (buttons) for the com- Business Card Image View monly-used commands.

  • Page 18

    1.4 Operation Windows Icon / Display Function Starts scanning of business card(s). With the [ ] button, you can change scanning settings (Duplex/ Simplex) and: • For ScanSnap: You can set scanning quality (Normal/Better/ Best). • For TWAIN scanners: You can set resolution (150/200/300/ 400dpi) Recognizes the business card selected in the Data List View.

  • Page 19

    1.4 Operation Windows Icon / Display Function The height of the business card image is adjusted to Image Display View. The width of the business card image is adjusted to Image Display View. The height and width of the business card image is adjusted to the image display view.

  • Page 20

    1.4 Operation Windows Icon / Display Function Data list Clicking the heading sorts names in alphabetical view order. On the heading clicked for sorting, the mark or the mark appears. Note that if names are listed in the order scanned (the top of the list is the latest), no marks appears.

  • Page 21

    1.4 Operation Windows Icon / Display Function Displays or hides the Data List View. Moves an image of a business card, dragging the image. The image size is enlarged so that the clicked point becomes the cen- ter of the expansion. Image size is reduced so that the clicked point becomes the center of down scaling.

  • Page 22: User Authority

    1.5 User Authority User Authority The user authority to use CardMinder is as follows: • If your operating system is Microsoft® Windows® 2000 Professional operating system or Microsoft® Windows® XP Professional operating system, you must be authorized as Standard User (Power Users group) or higher levels of user to logon and use this software.

  • Page 23: Configuration Before Scanning

    Chapter 2 Configuration Before Scanning This chapter describes how to select a PIM application used with CardMinder. For information about how to configure advanced settings for CardMinder, refer to Chapter 6. 1. From the [Start] menu on the desktop, select [All Programs] -> [CardMinder V3.0] -> [CardMinder V3.0].

  • Page 24: Scanning And Exporting Business Card Data

    Chapter 3 Scanning and Exporting Business Card Data This chapter describes the procedure for scanning business cards with a scanner. There are two ways of scanning; they are, Flatbed scanning and ADF (Auto Document Feeder) scanning. Further information on both ways are described in this chapter. 3.1 How to Scan Business Cards ................

  • Page 25: How To Scan Business Cards

    3.1 How to Scan Business Cards How to Scan Business Cards This section describes the business card scanning using the following methods: • Flatbed • ADF (Automatic Document Feeder) ■ Scanning with the Flatbed 1. Open the scanner document cover. Document cover Document bed 2.

  • Page 26

    3.1 How to Scan Business Cards You cannot scan multiple cards at a time if ATTENTION the types of business cards are the ABCD LIMITED following: Haward Brown • Business cards with a dark-colored line Project Manager. Software Research running across the length Phone: (408) 453-0000 226 Airport Parkway, Suite 030 •...

  • Page 27

    3.1 How to Scan Business Cards 6. For TWAIN scanners, click the [Select Scanner] button. If you mark the "Show TWAIN driver dialog box when scanning starts" check- HINT box, the driver dialog box will appear before scanning, and you will be able to specify scanning settings.

  • Page 28

    3.1 How to Scan Business Cards 10. For the "Capturing Side/Color Mode/Resolution," specify the scanning settings. Capturing Side If the business card is printed on one side, select "Simplex." If it is printed on both sides, select "Duplex." For "Duplex," after the front side is scanned, the back side will be scanned.

  • Page 29

    3.1 How to Scan Business Cards ■ Scanning with the ADF (Automatic Document Feeder) 1. Load a business card onto the scanner. (To scan multiple cards, stack the cards together and load them.) 2. Select [File] on the menu bar -> [Scanner settings]. ⇒...

  • Page 30

    3.1 How to Scan Business Cards 3. For TWAIN scanners, click the [Select Scanner] button. For Scansnap, this step is not required. Go to step 5. If you mark the "Show TWAIN driver dialog box when scanning starts" check- HINT box, the driver dialog box will appear before scanning starts and you will be able to specify the scanning settings.

  • Page 31

    3.1 How to Scan Business Cards When scanning multiple two-sided business cards with a ADF simplex-type ATTENTION scanner, first scan the front side of all cards, and then scan the back side of the cards. The front and back sides of each individual business card will be combined.

  • Page 32

    3.1 How to Scan Business Cards You may see the scanner driver dialog box (TWAIN dialog box) when scanning ATTENTION business cards. If this is the case, specify the following and proceed with operation. • Recommended resolution Color mode: 300 dpi Black and White mode: 400 dpi •...

  • Page 33: Exporting To Associated Application

    3.2 Exporting to Associated Application Exporting to Associated Application This section describes how to export data to another application linked with. 1. When scanning is completed, the [Inbox] tab is displayed in the Main window. Click a business card in the Data list and visually check the recognized result of the front side image.

  • Page 34

    3.2 Exporting to Associated Application 2. Select the business card data you wish to export. Select multiple records by following the procedures below. - If they are contiguous and you want to add them at one time: Select the records, while holding down the [Shift] key. - If you want to add records one-by-one: Select them, while holding down the [Ctrl] key.

  • Page 35

    3.2 Exporting to Associated Application • Data can also be exported by selecting [File] on the menu bar -> [Export]. HINT • The set Export items of displayed items in the Recognized data area (except [Memo] and [Save date]) are exported to the linked application. Refer to Section 6.2 for setting the Export item.

  • Page 36: Business Card Data Handling

    Chapter 4 Business Card Data Handling This chapter describes how to search, delete, restore and extract data items from a business card. 4.1 Data search by hot key..................29 4.2 Deleting data from the [Inbox] / [Exported] tab..........31 4.3 Restoring data from the [Trash] tab..............32 4.4 Deleting data from the [Trash] tab ..............

  • Page 37: Data Search By Hot Key

    4.1 Data search by hot key Data search by hot key With CardMinder, you can search business card data including a character string on other applica- tion (such as Microsoft Notepad) windows. Follow the following procedures. 1. Select a character string of a name or a company in any document (e.g. Microsoft Notepad).

  • Page 38

    4.1 Data search by hot key • Default setting for the hot key is Alt+F3. If you want to change the hot key, refer HINT to Section 6.1. • By default, even when there is no matching character strings, "CardMinder Viewer"...

  • Page 39: Deleting Data From The [inbox] / [exported] Tab

    4.2 Deleting data from the [Inbox] / [Exported] tab Deleting data from the [Inbox] / [Exported] tab To delete unnecessary business card data from the [Inbox] or [Exported] tab, follow the following procedures. The deleted data will be sent to the [Trash] tab. 1.

  • Page 40: Restoring Data From The [trash] Tab

    4.3 Restoring data from the [Trash] tab Restoring data from the [Trash] tab To restore the data from the [Trash] tab, follow the following procedures. Restored data will be returned to their original location on the [Inbox] tab or the [Exported] tab. 1.

  • Page 41

    4.3 Restoring data from the [Trash] tab Otherwise, right-click on the selected data and select [Undo] from the menu to HINT restore the selected data. ⇒ The selected data moves from the [Trash] tab to the [Inbox] or [Exported] tab. CardMinder User’s Guide...

  • Page 42: Deleting Data From The [trash] Tab

    4.4 Deleting data from the [Trash] tab Deleting data from the [Trash] tab To permanently delete data from the [Trash] tab, follow the procedure given below. The data is permanently deleted and cannot be restored by the procedure described in Section 4.3. ■...

  • Page 43

    4.4 Deleting data from the [Trash] tab 3. Select [Edit] on the menu bar, and then select [Delete]. You can also delete data as follows: HINT • Press the [Delete] key on your keyboard. • Right-click on the selected business card data, and then select "Delete." 4.

  • Page 44: Deleting Data From The [mobile] Tab

    4.5 Deleting data from the [Mobile] tab Deleting data from the [Mobile] tab If you want to delete unnecessary business card data in the [Mobile] tab, follow the following pro- cedures to delete them. By performing the procedures, the data is deleted from the [Mobile] tab. For information on how to use the [Mobile] tab, see Section 4.9.

  • Page 45

    4.5 Deleting data from the [Mobile] tab 3. Select [Edit] on the menu bar -> [Delete]. You can also delete data as follows: HINT • Press the [Delete] key on your keyboard. • Right-click on the selected business card data, and select "Delete." ⇒...

  • Page 46: Extracting The Business Card Image Data

    4.6 Extracting the business card image data Extracting the business card image data Business card images scanned with CardMinder are stored as the PDF files, and therefore, you can extract them to attach to e-mail as follows: 1. Select the data you wish to extract. Select the data 2.

  • Page 47

    4.6 Extracting the business card image data • If the both sides of the business card are displayed, only one side can be HINT dragged at a time. • The file name created will be "name(front/back).pdf." If the name is not speci- fied, it will be "untitled.pdf."...

  • Page 48: Data Search By Keyword Input

    4.7 Data search by keyword input Data search by keyword input With CardMinder or CardMinder Viewer, you can search business card data by entering a keyword(s) using the procedure given below. ■ Searching business card data in CardMinder 1. Open CardMinder and select [Find] on the [Edit] menu. 2.

  • Page 49

    4.7 Data search by keyword input • You can use the following characters in the [Find what:] box. HINT - You can use wildcard characters "*" and/or "?" - You can do AND-search by using one-byte space instead of "AND." - You cannot use the characters in the following parentheses in the search term.

  • Page 50

    4.7 Data search by keyword input The number of results that match your search term is displayed. • You can use the following characters in the [Find what:] box. HINT - You can use wildcard characters "*" and/or "?" - You can do AND-search by using one-byte space instead of "AND." - You cannot use the characters in the following parentheses in the search term.

  • Page 51: Attaching Related Files To The Business Card Data

    4.8 Attaching related files to the business card data Attaching related files to the business card data You can attach files to the business card data using CardMinder. For example, mark a business card record by attaching photos or profiles. Follow the procedure below to attach files to the data.

  • Page 52

    4.8 Attaching related files to the business card data 3. Select a file to attach and then click the [Open] button. ⇒ The selected file is displayed on the Attachment View. CardMinder User’s Guide...

  • Page 53

    4.8 Attaching related files to the business card data • You can also drag and drop files onto Attachment View to attach to the busi- HINT ness card data. • You cannot attach any folders to the Attachment View. • Up to 100 files can be attached.

  • Page 54

    4.8 Attaching related files to the business card data ■ Deleting the attached file 1. Select the file to be deleted on the Attachment View. 2. From the [Edit] menu, select [Attached file] -> [Delete], or right-click on the file in the Attachment View and then select [Delete].

  • Page 55: Viewing The Business Card Data On Other Pcs

    4.9 Viewing the business card data on other PCs Viewing the business card data on other PCs You can copy the business card data and the viewer software to a removable media for viewing or searching on other personal computers. Follow the procedure below to make copies on removable media such as MO (Magnetooptical disk) and USB memory.

  • Page 56

    4.9 Viewing the business card data on other PCs • Data in the [Inbox] tab and data in the [Exported] tab cannot be copied at one HINT time. First, copy one of the tab’s data into a removable media, then copy the data of the other tab.

  • Page 57

    4.9 Viewing the business card data on other PCs ⇒ The [Mobile linkage setting] window appears. 4. Configure the settings on the [Mobile linkage setting] window. Target data: Select [Entire data], [Inbox], [Exported], or [Mobile], where the data you want to select is stored.

  • Page 58

    4.9 Viewing the business card data on other PCs Free disk space: Indicates free space in the removable media in the selected drive. When the [Check disk space] button is clicked, free space in the removable media is pre- sented, calculating it based on the size of currently selected business card data. 5.

  • Page 59

    4.9 Viewing the business card data on other PCs ■ Utilizing the business card data on removable media 1. Connect the removable media to a personal computer. 2. From the [Start] menu, select [My Computer]. 3. Select the removable media. 4.

  • Page 60

    4.9 Viewing the business card data on other PCs Icon / Display Function Displays or hides the Data List View. Displays the front side image of the business card. Displays the back side image of the business card. If no back side Image toolbar image exists, this icon is disabled..

  • Page 61

    4.9 Viewing the business card data on other PCs ■ Deleting data from removable media 1. Connect the removable media to a personal computer. 2. From the [Start] menu, select [My Computer]. 3. Select the removable media. 4. Delete the following files and folder. Files: BzCardViewer.exe, autorun.inf Folder:...

  • Page 62: 4.10 Sending E-mail

    4.10 Sending e-mail 4.10 Sending e-mail If a e-mail address is written on the business card scanned with CardMinder, you can send e-mail to that address. Follow the procedure below to send e-mail. 1. Select a person to whom you want to send e-mail from the data list of the business card.

  • Page 63: 4.11 Activating Web Browser

    4.11 Activating Web Browser 4.11 Activating Web Browser If URL (Uniform Resource Locator) or the web site address is written on the business card scanned with CardMinder, you can connect to the URL with the Web browser. Follow the procedure below to activate the Web browser. 1.

  • Page 64: Correction Of Recognized Character Data

    Chapter 5 Correction of Recognized Character Data As the recognition cannot be perfect for all business cards, corrections may be needed for some recognized data. This chapter describes how to correct the recognition results. Check the following before doing data correction: •...

  • Page 65: Selection Of Language

    5.1 Selection of language Selection of language The character recognition function of CardMinder supports English, German, French, Italian, Spanish, Chinese (Simplified/Traditional) and Japanese. When selecting a language manually, select it following the procedure below before recognizing business cards. 1. Select [Tool] - [Recognition Language] or use the [Recognition] icon. 2.

  • Page 66: Recognition Of All Characters At Once

    5.2 Recognition of all characters at once Recognition of all characters at once The data in the [Inbox] and [Exported] tabs can be corrected using the same method. Correction of the data from the [Inbox] is described below. 1. Select the items you wish to recognize from the [Inbox] tab. Select the data Front side...

  • Page 67: Recognition Using Rectangle Selection

    5.3 Recognition using Rectangle Selection Recognition using Rectangle Selection The data in both the [Inbox] and [Exported] tabs can be corrected using this same method. 1. Select the items that you wish to recognize from the [Inbox] tab. Select the data Front side Backside Recognized...

  • Page 68

    5.3 Recognition using Rectangle Selection 3. Click the [Recognition] button on the toolbar. ⇒ All characters of the selected area are recognized. Old recognition data is replaced with the new data. CardMinder User’s Guide...

  • Page 69: Keyword Recognition Using Rectangle Area Selection

    5.4 Keyword Recognition using Rectangle Area Selection Keyword Recognition using Rectangle Area Selection This section describes the recognition of selected keywords using a rectangle area. The data in the [Inbox] and [Exported] tabs can be corrected with the same method. 1.

  • Page 70

    5.4 Keyword Recognition using Rectangle Area Selection 3. Click the [Company] button located in the lower area of the Main window. ⇒ The recognized data is reflected to the selected item. Old recognition data is replaced with the new one. Data in fields other than [Company] can be corrected using the method above.

  • Page 71: Data Correction By Manual Entry

    5.5 Data Correction by Manual Entry Data Correction by Manual Entry The data in the [Inbox] and [Exported] tabs can be corrected using the same method. Data correc- tion for the [Inbox] tab is described in this example. 1. Select the items you wish to correct from the [Inbox] tab. Select the data Front side...

  • Page 72: Chapter 6 Setting Preferences

    Chapter 6 Setting Preferences This chapter describes how to set CardMinder preferences. 6.1 General settings of CardMinder ................65 6.2 Export item settings ..................... 68 CardMinder User’s Guide...

  • Page 73: General Settings Of Cardminder

    6.1 General settings of CardMinder General settings of CardMinder The general settings of CardMinder described in this chapter are as follows: • Action when image scan complete • CardMinder Viewer • Database file (specifying the database file of CardMinder) 1. Select [Tool] on the menu bar -> [Settings]. ⇒...

  • Page 74

    6.1 General settings of CardMinder •Export Business Card data automatically The recognized data is added to the database of CardMinder, and, at the same time, Card- Minder is linked with another application to which data is exported. The wrong names of persons or companies can be accidentally stored in your database.

  • Page 75

    6.1 General settings of CardMinder • To make a backup copy of the database in CardMinder, exit CardMinder and then HINT copy the following file and folder to the folder designated to store the "Database file" as described above. File to be copied: ENTRYDB.BID Folder to be copied: [ENTRYDB] folder •...

  • Page 76: Export Item Settings

    6.2 Export item settings Export item settings The Export item settings described in this section are linked with the following settings. • Settings of Recognition Result/Correction View Export items checked on the [Settings] window are displayed on the Recognition Result/ Correction View.

  • Page 77

    Chapter 7 Updating CardMinder Online In this chapter, how to update CardMinder online is described. In an effort to improve the usability and functionality of CardMinder, program updates are carried out timely. On the Main window, CardMinder can check if the latest program (Update Pack) is available and update the program.

  • Page 78

    2. Click the [Yes] button. ⇒ If the latest Update program is available, a message window that asks you whether you want to download and install the program online appears. After an online update interruption, if you retry the online update immediately, ATTENTION a message "File downloading has failed"...

  • Page 79

    4. Click the [Install] button. When you click the [Information] button, Microsoft Internet Explorer 5.5 or later HINT opens and information about the latest update for CardMinder appears. ⇒ Installation starts, and the “Welcome to InstallShield Wizard for CardMinder” window appears.

  • Page 80: Troubleshooting

    Chapter 8 Troubleshooting This chapter describes the troubleshooting. Phenomena Recommendation ⇒ Scanning does not Check the following items start When using ScanSnap • Is ScanSnap Manager installed correctly? Refer to Getting Started of ScanSnap and install the ScanSnap Manager correctly. •...

  • Page 81

    Phenomena Recommendation ⇒ The image is Check the following items. scanned, but Full • Is the image of the characters aligned horizontally? If not, Name or Company correct the direction of the business card image by pressing does not appear or , and press on the toolbar.

  • Page 82

    Phenomena Recommendation ⇒ Characters on the Verify the following: scanned business • Aren’t many handwritten characters on the card? card is not text- If there are many handwritten characters on the card, the card recognized is prone to incorrect recognition. Recognize each item sepa- correctly.

  • Page 83

    INDEX Deleting data permanently ...... 34 Deleting data temporarily ......31 Action when image scan complete ..65 Deleting the attached file ......46 Add selection .....26 Displayed item ......... 68 Alt+F3 ............30 Drag ............38 Application ..........15 Drive ............

  • Page 84

    Inbox ............11 Rectangle selection method ....56 Removable media ........48 Restoring data ......... 32 Keyword ............ 5 Scanning ..........16 Scanning not start ........72 Main window ..........9 ScanSnap! ..........2 Mobile linkage setting ......49 ScanSnap! driver ........72 Mode tab ...........

  • Page 85: Cardminder User's Guide

    CardMinder™ User’s Guide P3PC-1562-01ENZ0 Date of issuance: February, 2006 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.

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