Digital Arts & Sciences IMAGEAXS PRO 4.1 FOR MACINTOSH, IMAGEAXS 4.1 FOR MACINTOSH User Manual

ImageAXS
for Macintosh
User’s Guide
Caere Corporation
100 Cooper Court Los Gatos, California 95032-7603 USA www.caere.com
Caere GmbH
Innere Wiener Strasse 5 81667 München, Germany
Caere UK Information Centre
Caere UK Information Centre 3 Catherine Place Westminster, London SWIE 6DX
Caere France
72, rue Baratte-Cholet 94100 Saint-Maur, France
Please Note
In order to use this application, you should know how to work in the Macintosh environment. Please refer to Macintosh documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, and so on.
ImageAXS and ImageAXS Professional for Macintosh Ver s i o n 4 . 1
Copyright© 1999 by Caere Corporation. All rights reserved.
The Caere logo and Caere
are registered trademarks of Caere Corporation. ImageAXS, ImageAXS Professional, and e-ZCard are registered trademarks of Digital Arts & Sciences.
QuickTime™ and the QuickTime logo are trademarks used under license. QuickTime is registered in the U.S. and other countries.
All other trademarks are the property of their respective companies.
800-1330-030A
ii

Table of Contents

Welcome
About ImageAXS and ImageAXS Professional....... 1
About This User’s Guide....... 1
Chapter 1 What Is ImageAXS?
What Is ImageAXS?....... 3
Key Concepts and Terms....... 4
Getting Help and Technical Support....... 7
Chapter 2 Getting Started
System Requirements....... 8
Installing ImageAXS....... 9
Starting ImageAXS....... 11
Where Do I Go From Here?....... 12
Chapter 3 Viewing Collections
Opening and Closing Collections....... 13
Viewing Collections....... 15
Thumbnails View....... 19
Text List View....... 22
Changing Text List View Options....... 24
Displaying Slide Shows....... 26
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Chapter 4 Viewing Records and Source Files
Selecting Records....... 28
Viewing Info Sheets....... 30
Viewing Source Files....... 34
Viewing Images....... 36
Playing Movies, Animated GIFs, or Sounds....... 40
Viewing 3D Files....... 41
Changing Source File View Options....... 41
Chapter 5 Creating a New Collection
Creating a New Collection....... 43
Choosing a Collection Format (Professional Version Only).......
44
Editing Collection Formats (Professional Version Only)....... 46
Chapter 6 Adding Your Files to a Collection
Overview: Adding Files to a Collection....... 50
Acquiring Individual Files....... 52
Acquiring All Files in a Folder....... 53
Acquiring From Digital Cameras or Scanners....... 54
Acquiring from Adobe Photoshop....... 56
Acquiring from Other Sources....... 58
Changing Options for Acquiring Files....... 59
iv
Chapter 7 Entering Field Data
How Do I Use Data Fields?....... 61
Entering Data in an Individual Record....... 62
Copying Data to Other Records (Standard Version Only).......
63
Entering Data in Multiple Records (Professional Version
Only)....... 65
Importing a Text Data File....... 66
Chapter 8 Using Keywords to Describe Files
How Do I Use Keywords?....... 74
Viewing and Managing Keywords....... 75
Creating Keyword Families (Professional Version Only)....... 79
Importing Keywords From a Text File....... 81
Adding Keywords to Data Records....... 83
Chapter 9 Creating Portfolios Within Collections
What Is a Portfolio?....... 86
Creating a Portfolio....... 87
Saving and Renaming Portfolios....... 88
Managing Portfolios....... 89
Managing Records in a Portfolio....... 91
Chapter 10 Searching and Sorting Collections
How Do I Search a Collection or Portfolio?....... 94
Keyword Searches....... 94
Searches Based on Field Data and Other Characteristics....... 96
Using And/Or in Complex Searches....... 98
Sorting Collections and Portfolios....... 100
v
Chapter 11 Managing Records and Source Files
Creating New Records....... 102
Copying Records (Professional Version Only)....... 103
Deleting Records....... 106
Updating Records....... 107
Managing Source Files....... 109
Editing Source Files....... 110
Selecting an Alternate Editing Application....... 111
Moving Source Files....... 111
Copying Source Files....... 112
Renaming a Source File....... 113
Deleting Source Files....... 114
Chapter 12 Creating Web Pages
(
Professional version only
Creating Web Pages in ImageAXS....... 116
Choosing Page Types....... 119
Thumbnails Page Options....... 121
Full View Page Options....... 124
Adding Headers and Footers to Web Pages....... 126
Editing ImageAXS Web Page Templates....... 128
)
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Chapter 13 Creating e-ZCards
(
Professional version only
What Is an e-ZCard?....... 132
Creating an e-ZCard....... 133
Image Options....... 135
Caption and Title Options....... 137
Text Descriptions of e-ZCards....... 139
)
Chapter 14 Exporting Data to Other Formats
Exporting Data Records....... 140
Exporting to a Text File (Standard Version Only)....... 140
Exporting to a Character-Delimited Text File (Professional
Version Only)....... 142
Exporting to a CSV Text File (Professional Version Only).......
145
Exporting to Other Versions of ImageAXS....... 146
Chapter 15 Printing
Printing ImageAXS Collections and Records....... 148
Chapter 16 Scripting and Recording
Scripting and Recording in ImageAXS....... 151
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1
Welcome to ImageAXS, and thank you for using our software!

About ImageAXS and ImageAXS Professional

ImageAXS is an easy-to-use visual database that creates thumbnail snapshots of your images (and other media) and keeps track of where the media are stored.
ImageAXS Professional has all the features of ImageAXS, as well as more powerful, professional-level capabilities, such as the ability to create HTML pages and standalone image viewers.

About This User’s Guide

Welcome

Note
This User’s Guide is designed to be used with both ImageAXS and ImageAXS Professional. All references to ImageAXS apply to both products unless otherwise noted. For example, certain features are only available with ImageAXS Professional. These features, and other differences, are noted by the phrase Professional version only.
For best results when viewing and printing this strongly recommended that you use Adobe Acrobat Reader 4.0 or later.
User’s Guide
, it is
1
About This User’s Guide
2 Welcome
Chapter 1

What Is ImageAXS?

Chapter Topics

What Is ImageAXS?

What Is ImageAXS?
Key Concepts and Terms
Getting Help and Technical Support
ImageAXS lets you create visual databases to organize and manage the files on your computer — especially image, movie, sound, and 3D files.
The database files it creates (called collections) combine text information with thumbnail images of the original files, so you can see what you’re describing, even if the files are on a CD-ROM, an Iomega Zip disk, or a networked drive that isn’t currently connected to your computer.
ImageAXS offers several ways for you to view, search, and organize your collections. You can use ImageAXS to organize your files from scratch, or by importing information to expand on a database you've already created.
The Professional version of ImageAXS provides you with a variety of ways to share your multimedia files with others, including Web pages and mini-brochures (called e-ZCards) that can be opened without the help of any other program and are small enough to send by e-mail.
3

Key Concepts and Terms

Key Concepts and Terms
The basic elements of how ImageAXS works are defined briefly below. Becoming familiar with these terms will help you learn the program more quickly.
Source Files
A source file is any file on your computer (or a separate disk or storage device) that is catalogued in ImageAXS.
The file is referred to as a source file because it is the source for the data record created by ImageAXS.
Acquiring
Acquiring is the act of making an ImageAXS data record for a source file. To use ImageAXS to manage the files in a particular folder, for example, you would acquire all of the files in that folder (see Chapter 6, “Adding Your Files to a
Collection”).
Collections
Collections are the documents created by ImageAXS. A collection contains a data record for each source file that you acquire (as well as blank records, if you create any).
With ImageAXS, you can create and maintain as many different collections as you want. With ImageAXS Professional, you can also open more than one collection at a time.
Note Although the records in ImageAXS collections describe
your source files, they do not contain the files themselves. You can move or delete the collection without affecting the source files, and vice versa.
4 Chapter 1
Key Concepts and Terms
In the Finder, ImageAXS collections are represented by two files: one with a “.db” extension (containing text information), and the other with a “.blob” extension (containing thumbnail images). ImageAXS cannot open a collection unless both of these files are in the same folder. (To remind you to keep them together, the “.db” and “.blob” file icons are two halves of an open notebook.)
Portfolios
Portfolios are subsets of collections — for example, a collection of family photos might include separate portfolios for your children, your parents, and so on.
Placing records in a portfolio does not remove them from a collection, and any record in a collection may belong to several different portfolios.
You can create a portfolio automatically by searching a collection, or manually by making a personal selection of records (for example, your favorite photos or best works of 3D art).
Records
An ImageAXS data record contains information about a source file. A thumbnail image of the file and some basic data (such as the file size, and when it was created) are included in the record when you acquire the source file. You can add to each record by entering data in text fields and attaching keywords.
Thumbnails
A thumbnail is a smaller version (in both actual size and disk space required) of an image. When you acquire an image, movie, or 3D file, ImageAXS includes a thumbnail version of the file in the data record.
What Is ImageAXS? 5
Key Concepts and Terms
Keywords
Keywords are terms you choose that describe one or more source files in a collection. They may describe the literal content of a file (such as objects in a photo, or events in a video clip) or its subjective aspects (for example, adjectives like beautiful or intense).
Keywords are powerful search tools. If you add keywords extensively across a collection, you'll be able to find almost unlimited combinations of records instantly based on keyword searches.
ImageAXS Professional lets you organize keywords into hierarchies (or families) so that one keyword may contain several related keywords. For example, the keyword “United States” might have child keywords for each of the 50 states; attaching a keyword for one of the states (such as “California”) to a data record would attach the “United States” keyword as well.
Views
Views are different ways to display information about a collection and its records. ImageAXS offers four views. Two of these views let you see all of the records in a collection:
The Thumbnails View displays thumbnail images for each record in a collection.
The Text List View displays the text field data (in a row­and-column table format) for each record in a collection.
The other two views let you see information about individual records that you select:
The Info Sheet View displays the thumbnail, text data, and keywords associated with a source file.
The Source File View displays image or 3D files, or plays movie, sound, or animated GIF files.
6 Chapter 1

Getting Help and Technical Support

Balloon Help
Virtually every menu item, button, and dialog box option in ImageAXS includes Balloon Help, which provides a brief explanation of what that item does.
To see Balloon Help, click the Balloon Help button in any ImageAXS window or choose Show Balloons from the Help menu, then point at the item for which you want to see information.
ImageAXS Help
ImageAXS also includes extensive Apple Guide–based online help, with step-by-step instructions for accomplishing most of the tasks in the program.
To open ImageAXS Help, click the Help button in any ImageAXS window or choose ImageAXS Help from the Help menu.
Getting Help and Technical Support
ImageAXS Macintosh User’s Guide
Use this manual for an overview of how ImageAXS works, and to see screen illustrations of the elements and features of the program.
Customer Support
For technical support, sales or upgrade information, product news, or answers to frequently asked questions, visit the Caere website at http://www.caere.com. You can also reach Product Support by telephone; a list of numbers can be found in the Caere Product Support document on your ImageAXS CD.
What Is ImageAXS? 7
Getting Help and Technical Support
8 Chapter 1
Chapter 2

Getting Started

Chapter Topics

System Requirements

System Requirements
Installing ImageAXS
Starting ImageAXS
Where Do I Go From Here?
To use ImageAXS, your Macintosh must have the following minimum characteristics:
A CD-ROM drive (for installation only)
68030 or faster processor (Power Macintosh recommended)
System 7.5 or more recent operating system
10 MB of RAM available (more if you will be managing large files or collections)
20 MB of hard disk space available
9

Installing ImageAXS

Installing ImageAXS
You can install ImageAXS on your Macintosh in just a few minutes by following these instructions:
1. Insert the ImageAXS CD-ROM into your CD-ROM drive.
A window showing the contents of the CD-ROM appears on the desktop. (If this window does not appear, double-click the CD-ROM icon.)
2. Double-click the ImageAXS Installer icon in the disc contents window.
The ImageAXS Installer window appears.
3. Click Continue.
The ImageAXS ReadMe file appears. This file contains important information about ImageAXS.
4. Read the ReadMe file, then click Continue.
The ImageAXS license agreement window appears.
5. Read the license agreement, then click Agree.
The Easy Install dialog box appears.
Note If you click Disagree, the installation process will be
cancelled.
The Easy Install option installs the ImageAXS application, a sample collection, various plug-ins and system extensions, folders containing AppleScripts and Web page templates, and a ReadMe document into a folder that you create later during the installation.
In addition, the Easy Install option installs QuickTime 4.0 in the Extensions folder of the System Folder on your startup drive, replacing any older version of QuickTime you may have. (QuickTime will not be installed if you have a newer version on your system.)
10 Chapter 2
Installing ImageAXS
6. Click Install to begin the Easy Install, or choose Custom Install from the pop-up menu in the upper left corner of
the dialog box to select installation options.
7. If you chose Custom Install, select the custom installation options you want. When you are finished, click Install.
A standard file dialog box appears, prompting you to choose where you want to install the files you selected.
8. Choose a name and location for the folder containing your ImageAXS files.
If you do not change the default settings, the installer creates a folder named ImageAXS on your startup disk.
9. Click Install to begin installing ImageAXS.
A progress window appears as the ImageAXS files you selected are installed.
Note To cancel the installation, press
COMMAND-PERIOD
(!-.) on
your keyboard. In the dialog box that appears, click Reinstall to return to the Easy install window. Click Quit to close the installer application entirely.
A dialog box appears when the ImageAXS installation is complete, prompting you to quit or install files again.
10. Click Quit.
Use this same procedure to install optional files at a later time if you do not include them when you first install ImageAXS.
Getting Started 11

Starting ImageAXS

Starting ImageAXS
To start ImageAXS, open the folder in the Finder where you installed the ImageAXS files, then double-click the ImageAXS application icon.
If you are using ImageAXS for the first time, you will see an empty window with the ImageAXS menu bar at the top of the screen. (If you have used ImageAXS before, any collections that were open when you last closed the program will automatically open.)
Opening a Collection
To start working with ImageAXS, you must open a collection.
If you have not created any collections (for example, if you are using ImageAXS for the first time), you can either create a new collection or open the sample collection. Opening and viewing the sample collection is a good way to learn the basic features of ImageAXS.
To open the sample collection:
1. Choose Open Collection from the File menu (!-O).
A dialog box appears, prompting you to select a collection to open.
2. In the dialog box, locate the folder where you installed ImageAXS.
3. Double-click the icon labeled Sample Collection.db.
You can recognize collections by the ImageAXS file icon or the ".db" extension at the end of the file name.
12 Chapter 2
You can also open the sample collection (or any other ImageAXS collection) in the Finder by dragging and dropping the collection icon on the ImageAXS application icon.
To open the sample collection (or any other ImageAXS collection) if you have closed it recently, highlight Open Recent Collections in the File menu, then select the collection from the submenu that appears.

Where Do I Go From Here?

If you have opened the sample collection, go on to Chapter 3 (“Viewing Collections”) and Chapter 4 (“Viewing Records
and Source Files”), which explain how to view collections,
data records, and source files.
If you want to get started using ImageAXS to organize and manage your files, skip ahead to Chapter 5 (“Creating a
New Collection”). After creating a collection of your own,
return to Chapters 3 and 4 to learn about the different ways to look at your new collection.
Where Do I Go From Here?
Getting Started 13
Chapter 3

Viewing Collections

Chapter Topics

Opening and Closing Collections

Viewing Collections
Thumbnails View
Tex t Li s t Vi e w
Changing Text List View Options
Viewing Slide Shows
Opening and Closing Collections
Collections are the documents created by ImageAXS. They consist of data records for each file on your computer that is associated with the collection, plus a thumbnail image that represents each file.
With ImageAXS, you can create and maintain as many collections as you want. The ImageAXS Professional version also allows you to open multiple collections at the same time.
Note Although ImageAXS collections describe the files on your
computer and storage drives, they do not contain the files themselves. You can move or delete the collection without affecting the original files, and vice versa.
14
Opening and Closing Collections
In the Finder, ImageAXS collections are represented by two files: one with a “.db” extension (containing text information), and the other with a “.blob” extension (containing thumbnail images). If you want to move or rename a collection, you must move or rename both files.
Opening a Collection
To open a collection that you have used recently, highlight Open Recent Collections in the File menu, then select the collection from the submenu that appears.
If the collection you want is not on the list, follow the steps below.
To open a collection:
1. Choose Open Collection from the File menu (!-O).
A dialog box prompts you to select a collection to open.
2. In the dialog box, locate and select a collection.
You can recognize collections by the ImageAXS file icon or the ".db" extension at the end of the file name.
3. Double-click the collection name, or highlight it and click Open.
You can also open any ImageAXS collection in the Finder by dragging and dropping the collection icon on the ImageAXS application icon.
Note If you have used ImageAXS before, any collections that
were open when you last quit the program will automatically open the next time you start the progam.
Viewing Collections 15

Viewing Collections

Viewing Collections
Closing a Collection
When you close a collection, all windows related to the collection (including those for all records and portfolios, and the Keyword and Portfolio Lists) will close automatically.
To close an open collection:
With any window of the collection active, select Close Collection from the File menu.
ImageAXS gives you two main ways to look at all of the records in a collection — the Thumbnails View and the Text List View. These views share many common elements, which are discussed below.
Collection Info
In the upper right corner of any ImageAXS collection window, click the leftmost button to open the Collection Info dialog box.
Note If information has been entered in the Collection Info dialog
box, the Collection Info button will display a solid “i” symbol. An empty or outlined “i” indicates that no information has been entered for the current collection.
Use the Collection Info dialog box to enter general information (up to 32,000 characters) about your collection, or to edit information that you have already entered. You can type this information, or paste text that you have copied from another program.)
16 Chapter 3
Viewing Collections
The lower left corner of the Collection Info dialog box displays where the collection is located in the Finder.
To save any changes you make and close the Collection Info dialog box, click OK. To close the dialog box without saving your changes, click Cancel.
Using the Button Panel
The button panel along the left side of ImageAXS collection windows gives you quick access to the basic ways to view and organize your collections.
To show or hide the button panel, do either of the following:
Select Show Buttons (or Hide Buttons, if the button panel is shown) from the View menu.
Click the Show/Hide Buttons icon on the upper left corner of most ImageAXS windows.
Viewing Collections 17
Viewing Collections
Here is a brief summary of what each button in the button panel does (from top to bottom):
Thumbnails View
Displays the thumbnail images for all data records in the collection.
Text List View
Displays the field data for all data records in the collection.
Info Sheet View
Displays the thumbnail image, field data, and keywords for a selected data record.
Source File View
Opens a read-only version of the source file for a data record.
Keyword List
Displays a list of keywords you have created to describe records in the collection.
Portfolio List
Displays a list of smaller groups of records that you have created within the collection.
Search
Lets you find records that share field data, keywords, and/ or other characteristics.
Sort
Lets you reorder all records in the collection based on fields that you select.
Open Selection as Portfolio
Creates a new portfolio window containing the records you have selected.
18 Chapter 3
Viewing Collections
File Type Icons
The file type icon for a data record indicates the type of the source file and whether or not the source file is online. It appears to the left of the thumbnail caption in the Thumbnails View, and at the left end of the data row in the Tex t L i st Vi e w.
The terms online and offline refer to whether or not ImageAXS can find the source file. For example, a source file on a network drive that is not connected to your computer will be offline in ImageAXS.
Offline source files are indicated by a red “X” through the file type icon. If a record is offline, you cannot open it in Source File View, and you cannot copy, move, rename, delete, or edit its source file. (For non-multimedia files, you will not be able to open the source file from within ImageAXS.) For information on updating the location of offline source files, see “Updating Records” on page 108.
Note Click the file type icon to display the Finder location of the
source file in a pop-up window. Select the file name from this pop-up window to open the source file in its original application, or select a disk or folder name to open that disk or folder in the Finder.
Changing the Background Color
ImageAXS offers a choice of backgrounds, either of which is applied to all windows in the program. The default Dark Gray background is often preferred for viewing images. You may find the Light Gray background more useful for reading text information.
Use the Appearance panel of the ImageAXS Preferences dialog box to change the background color of all ImageAXS windows at any time.
Viewing Collections 19

Thumbnails View

Thumbnails View
When you open a collection or portfolio, the Thumbnails View appears. You can also display the Thumbnails View by selecting Thumbnails from the View menu, or clicking the Thumbnails View button in the button panel. (If the view window is already open, ImageAXS brings it to the front.)
The Thumbnails View window includes these elements:
The title bar, which shows the name of the collection, followed by the view (“Thumbnails”) in parentheses
The number of records, and how many are selected
The Collection Info, Balloon Help, and ImageAXS Help buttons (see “Viewing Collections” on page 16)
20 Chapter 3
Thumbnails View
The button panel (see “Using the Button Panel” on
page 17)
Thumbnail images for each data record in the collection, with a file type icon and a caption beneath each image
To show more (or fewer) thumbnails, resize the Thumbnails View by dragging the lower right corner of the window.
To move back and forth among thumbnail images, use the scrollbar, or do either of the following:
Select First Record, Previous Record, Next Record, or Last Record from the Record menu.
Use the arrow keys (←, →, ↓, or ↑) on your keyboard.
The following sections explain how to use the Thumbnails View to get information about data records and source files.
Note You can change several Thumbnails view options in the
Thumbnails panel of the ImageAXS Preferences window.
Thumbnail Images
When you acquire an image file, ImageAXS creates a small JPEG “thumbnail” version of the image. For movie or animated GIF files, the thumbnail is created from the opening frame or image.
For digital sound files, a generic thumbnail is used. For non-multimedia files, ImageAXS uses the Finder icon, if possible. If ImageAXS cannot create a thumbnail (or if no source file is attached to a record), a “No Image Available” thumbnail is displayed.
Double-click the thumbnail image to open the Source File View for an image, movie, sound, or 3D file. In ImageAXS Professional, double-clicking the thumbnail image of a non­multimedia file will open the file in its original program.
Viewing Collections 21
Thumbnails View
Thumbnail Captions
Each thumbnail image has a caption that represents the contents of one of the fields in the data record. (By default, the name of the source file is used for the caption.)
Changing Thumbnail Captions
1. Select Field Labels from the Edit menu.
The Field Labels dialog box appears.
2. Select a fieldfrom the Thumbnails Label pull-down menu.
3. Click OK.
The contents of the field you chose appear as the thumbnail caption for each record in the collection.
Changing Thumbnail Image Orientation
In some cases, thumbnails created from image files may appear sideways or upside down (for example, if a digital camera was turned sideways when a picture was taken).
Use the Orientation submenu in the Record menu to rotate thumbnail images by 90, 180, or 270 degrees.
1. Select the thumbnail(s) you want to rotate.
2. Select , 90°, 180°, or 270° from the Orientation submenu of the Record menu.
The thumbnails are rotated to the right by the number of degrees you select. If you select , the thumbnails will be returned to their original orientation.
Note Changing the orientation of a thumbnail image does not
affect the source file. The Source File View for the image, however, will reflect the changed orientation. If you export the source file to a Web page or an e-ZCard (Professional
version only), the changed orientation will also be used.
22 Chapter 3
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