Fujitsu CardMinder User Manual

P3PC-E527-02EN

CardMinder

for

ScanSnap! User’s Guide

INTRODUCTION

■ About This Manual

This manual describes the use of CardMinder for ScanSnap! application as follows.

1) About CardMinder (A quick look at CardMinder)

2) Configuring Before Scanning (Setting options before scanning)

3) Scanning and Exporting Business Card Data (Basic procedures for common scanning tasks)

4) Business Card Data Handling (Maintaining and using your Business Card database)

5) Correction of Recognized Character data (Correcting the recognized data in a Business card)

6) Setting Preferences (Setting CardMinder preferences)

7) Troubleshooting (Detecting and fixing CardMinder errors)

8) Index

Additional information about ScanSnap! fi-4110EOX2 can be found in:

ScanSnap! fi-4110EOX2 Operator’s Guide ScanSnap! fi-4110EOX2 Getting Started Guide

■ Note, Liability

READ ALL OF THIS MANUAL AND RELATED MANUAL CAREFULLY BEFORE USING THIS PRODUCT. IF NOT USED CORRECTLY, UNEXPECTED INJURY MAY BE CAUSED TO USERS OR BYSTANDERS. While all efforts have been made to ensure the accuracy of all information in this manual, PFU LIMITED assumes no liability to any party for any damage caused by errors or omissions or by statements of any kind in this manual, its updates or supplements, whether such errors are omissions or statements resulting from negligence, accidents, or any other cause. PFU LIMITED further assumes no liability arising from the application or use of any product or system described herein; nor any liability for incidental or consequential damages arising from the use of this manual. PFU LIMITED disclaims all warranties regarding the information contained herein, whether expressed, implied, or statutory. PFU LIMITED reserves the right to make changes to any products herein, to improve reliability, function, or design, without further notice and without obligation.

CardMinder for ScanSnap! User’s Guide i

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. It has not been designed and manufactured for use in applications (simply called "high-safety applications" from here on) that directly involve serious danger to life and health when an extremely high degree of safety is required, for example, in the control of nuclear reactions at nuclear power facilities, automatic flight control of aircraft, air traffic control, operation control in mass-transport systems, medical equipment for sustaining life, and missile firing control in weapons systems, and when provisionally the safety in question is not ensured. The user should use this product without adopting measures for ensuring safety in such highsafety applications. PFU LIMITED assumes no liability whatsoever for damages arising from use of this product by the user in high-safety applications, and for any claims or compensation for damages by the user or a third party.

■ Trademarks

PFU is a registered trademark of PFU Limited. 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. ISIS is a registered trademark of Pixel Translations, A Division of Actionpoint Inc. 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. Other product names referred to in this manual are registered trademarks or trademarks of respective companies.

CardMinder for ScanSnap! User’s Guide ii

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. Windows 2000: Refers to Microsoft® Windows® 2000 Professional operating Windows XP: Refers to Microsoft® Windows® XP Professional operating system, and Microsoft® Windows® XP Home Edition operating system. Where there is no distinction between the different versions of the above operating system, the general term "Windows® is used.

• The contents of this manual may be revised without prior notice.

• We are unaccountable for any damages or passive damages from the use of this

equipment or this manual and any compensation of third party.

No part of this manual may be reproduced in any form without permission.

CardMinder for ScanSnap! User’s Guide iii

CONTENTS

INTRODUCTION ............................................................................................ i

■ About This Manual ................................................................. i

■ Note, Liability .......................................................................... i

■ Trademarks ............................................................................ ii

Chapter1 About CardMinder ................................................... 1

1.1 About CardMinder .............................................................. 2

1.2 Features of CardMinder ..................................................... 3

1.3 Flow of Operation ............................................................... 4

1.4 Measurement Windows...................................................... 5

Main window ......................................................................................... 5

Finder window....................................................................................... 7

Chapter2 Configuring Before Scanning ................................ 8

Chapter3 Scanning and Exporting the Business Card Data

.................................................................................. 9

Chapter4 Business Card Data Handling .............................. 15

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

CardMinder for ScanSnap! User’s Guide iv

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

5.4 Data Correction by Manual Entry .................................... 30

Chapter6 Setting Preferences...............................................32

6.1 Data control settings........................................................ 33

6.2 Export item settings ......................................................... 35

Chapter7 Troubleshooting .................................................... 36

INDEX .......................................................................................................... 38

CardMinder for ScanSnap! User’s Guide v

Chapter1

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 .......................................................................................... 5

Main window .......................................................................................................... 5

Finder window........................................................................................................ 7

CardMinder for ScanSnap! User’s Guide 1

1.1 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. Using an OCR (Optical Character Recognition) engine and sharing recognized data with a PIM (Personal Information Manager), CardMinder can

• Scan business card(s) and save the image data.

• Recognize the characters on the business card, and send the character data to a PIM (Personal

Information Manager).

• Easily find data on a business card using simple keyword searches.

Image data

1.1 About CardMinder

About CardMinder

CardMinder window:

Recognized data

Recognized characters

PIM window (Microsoft® Outlook® for example):

CardMinder ScanSnap! User’s Guide 2

1.2 Features of CardMinder

CardMinder has the following features.

• Scans front side or both sides of the business cards just by pressing a button on the scanner

• You can capture Memos on business cards to be reviewed later

• Recognizes characters on business cards and creates keywords automatically for fields like Full

Name or Company.

Keywords: Full Name

Company Department Job title ZIP / Postal codes Address Phone number Fax number Mobile phone E-mail Web site address Memo Save date

• Exports recognized data to PIMs (Personal Information Manager)

Supported Applications: Microsoft® Outlook®

Outlook Express

ACT!

GoldMine® CSV (Excel)

• Searches business cards quickly by Full Name or Company

1.2 Features of CardMinder

About CardMinder

CardMinder ScanSnap! User’s Guide 3

1.3 Flow of Operation

You can start using CardMinder by:

Selecting

• An application where the data is to be exported (See Chapter 2)

1.3 Flow of Operation

Scanning and recognizing a business card (See Chapter 3)

• 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.

Exporting the data (See Chapter 3)

• Select the data in [Inbox] tab.

• Click an icon.

About CardMinder

Common Daily Tasks

Maintaining the data (See Chapter 4)

• Select the data in [Inbox] or [Exported] tab.

• Click menu to:

Search (See Section 4.1) Delete from [Inbox] or [Exported] tabs (See Section 4.2) Delete from [Trash] tab (See Section 4.3) Restore (See Section 4.4)

Extracting the data (See Section 4.5)

• Select data from [Inbox] or [Exported] tab.

• Drag and drop the image data to extract.

CardMinder ScanSnap! User’s Guide 4

1.4 Measurement Windows

There are two measurement windows in CardMinder.

1.4 Measurement Windows

■ Main window

Command Toolbar

Shows icons for often-used commands.

Mode tabs

Displays data in each mode.

About CardMinder

Image Toolbar

Shows buttons used to adjust the image display in Image View.

Image View

Displays the image of business card selected from Data List View.

Data List View

Lists the business card data

Recognition Result / Correction View

Displays recognized data, and is used for data correction.

Status bar

Help for menus or buttons.

CardMinder ScanSnap! User’s Guide 5

Icon / Display Function

Command toolbar

1.4 Measurement Windows

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.

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. Refer to Section 2 to specify other applications.

The height of the image is adjusted to fit the height of image display view.

The width of the image is adjusted to fit the width of image display view.

About CardMinder

Image toolbar

The height or width of the image is adjusted to fit the height or width of the image display view.

Image size is increased.

Image size is decreased.

Rotates the image 90 degrees clockwise. Clicking [▼] allows a rotation angle setting.

Displays front side image

Displays back side image. If back side image does not exist, [No Image] is shown.

Displays front and back side images together. The display method of front and back image can be adjusted by clicking [View] menu, [Show duplex image] menu and its submenus. Left side (or Upper side) of the Image View shows front side of the business card. Right side (or Lower side) of the Image View shows back side of the business card. If back side image does not exit, [No Image] is shown.

Swaps front and back side of Image. The same result is obtained by clicking [View] menu and [Swap data (front and back)] submenu.

Mode tabs

[Inbox] tab

[Exported] tab

[Trash] tab Data that has been sent to the Trash is displayed here.

Data that has been scanned but not exported to an application is displayed in this tab.

Data that has exported to an application is displayed in this tab.

CardMinder ScanSnap! User’s Guide 6

■ 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.

1.4 Measurement Windows

About CardMinder

Data List View

Lists searched business card data. This view is not shown when there is only one item.

Icon / Display Function

Moves image of business card when the image is dragged.

Image size is increased so that clicked point is the center of expansion.

Image size is decreased so that clicked point is the center of scaling down.

Displays front side image

Displays back side image. If back side image does not exist,

Image toolbar

this icon is enabled.

Previous business card is shown.

Next business card is shown.

Image View

Displays the image of the business card selected in Data List View.

Displays first business card data

Displays last business card data

Current business card image and data are shown on the main window.

CardMinder ScanSnap! User’s Guide 7

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. Click an application to which you want to export business card data.

• You can choose only one application. When you change the application, a

HINT

new icon appears in Main window of CardMinder.

• If you choose CSV (Excel) from the list, also specify the file name and file

folder. (See HINT:page. 14)

CardMinder for ScanSnap! User’s Guide 8

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