Fujitsu P3PC-1562-01ENZ0 User Manual

CardMinder

User’s Guide

P3PC-1562-01ENZ0

™

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)

5) Correcting Recognized Character data (Correcting the recognized data on a Business card)

6) Setting Preferences (Setting CardMinder preferences)

7) Online Update of CardMinder (CardMinder Online Update)

8) Troubleshooting (Detecting and fixing CardMinder errors)

Symbols Used In This Manual

This manual uses the following symbols in explanations.

ATTENTION

HINT

This symbol alerts operators to particularly important information. Be sure to read this information.

This symbol alerts operators to helpful advice regarding operation.

CardMinder User’s Guide i

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.

■ 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.

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.

CardMinder User’s Guide ii

■ 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. Other product names referred to in this manual are registered trademarks or trademarks of respective companies.

How Trademarks and Product Names are indicated in this Manual

In this document, the following product names are abbreviated as follows:

ScanSnap: Color image scanner ScanSnap CardMinder: CardMinder

Windows 98: Microsoft® Windows® 98 operating system

Microsoft® Windows® 98 Second Edition operating system Windows Me: Microsoft® Windows® Millennium Edition operating system Windows 2000: Microsoft® Windows® 2000 Professional operating system Windows XP: Microsoft® Windows® XP Professional operating system

Microsoft® Windows® XP Home Edition operating system Microsoft Outlook:Microsoft® Outlook®

Where there is no need to distinguish one of the above operating systems from other ones, the general term "Windows" is used.

In addition, "® (registered trademark)" and "

application for ScanSnap

(trademark)" are omitted in this document.

■ Manufacturer

PFU LIMITED International Sales Dept., Imaging Business Division, Products Group Solid Square East Tower, 580 Horikawa-cho, Saiwai-ku, Kawasaki-shi Kanagawa 212-8563, Japan Phone: (81-44) 540-4538

• 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.

• It is prohibited by copyright law to copy this document, whether in whole or in part, and/or to duplicate the software.

CardMinder User’s Guide iii

CardMinder User’s Guide iv

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.................................................................... 6

1.4 Operation Windows ............................................................ 9

1.5 User Authority................................................................... 14

Chapter 2 Configuration Before Scanning ........................... 15

Chapter 3 Scanning and Exporting Business Card Data .... 16

3.1 How to Scan Business Cards.......................................... 17

3.2 Exporting to Associated Application.............................. 25

Chapter 4 Business Card Data Handling .............................. 28

4.1 Data search by hot key..................................................... 29

CardMinder User’s Guide v

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 ........................................ 40

4.8 Attaching related files to the business card data.......... 43

4.9 Viewing the business card data on other PCs............... 47

4.10 Sending e-mail ................................................................. 54

4.11 Activating Web Browser.................................................. 55

Chapter 5 Correction of Recognized Character Data .......... 56

5.1 Selection of language....................................................... 57

5.2 Recognition of all characters at once............................. 58

5.3 Recognition using Rectangle Selection ......................... 59

5.4 Keyword Recognition using Rectangle Area Selection 61

5.5 Data Correction by Manual Entry .................................... 63

Chapter 6 Setting Preferences............................................... 64

6.1 General settings of CardMinder ...................................... 65

6.2 Export item settings ......................................................... 68

CardMinder User’s Guide vi

Chapter 7 Updating CardMinder Online................................ 69

Chapter 8 Troubleshooting .................................................... 72

INDEX .......................................................................................................... 75

CardMinder User’s Guide vii

Chapter 1

About CardMinder

This chapter describes the features and basic operations of CardMinderTM.

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 1

1.1 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...

• Scan business cards and save the business card data

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

Information Manager)

• Copy scanned business card data and the viewer application to removable media for utilizing the data on other personal computers

• Link other related files to the business card data

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

1.1 About CardMinder

About CardMinder

Business card data

CardMinder window:

Recognized data

Recognized characters

PIM window (Microsoft® Outlook® for example):

CardMinder User’s Guide

■ System Requirements

CardMinder runs on the system of the following environment:

Computer:

• Intel Pentium II 450MHz or higher (Intel Pentium III 1GHz or higher is recommended)

• CD-ROM drive (required for the installation of CardMinder)

• ScanSnap* and scanners that comply to TWAIN Standard

• Removable media (8MB or more free space is required for using Mobile linkage func-

tion)

• 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

1.1 About CardMinder

About CardMinder

ATTENTION

Operating system:

One of the following is required:

• Windows 98

• Windows Me

• Windows 2000

• Windows XP

If the screen resolution is set to 800 x 600, line breaks will occur at positions where it would be inappropriate and lines of characters are misaligned when you change a point size to a larger one.

It is recommended to use the operating system with the latest Service Pack applied.

HINT

Memory:

• 128M bytes or more

• Microsoft Internet Explorer 5.5 or later must be installed.

Disk space:

• 150M bytes or more

CardMinder User’s Guide

1.1 About CardMinder

HINT

ATTENTION

To save the data of one business card (Duplex, Color, and Best image quality 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.

• When recognizing and viewing Japanese and Chinese business cards, use

Windows 2000 or Windows XP. These functions are not supported in Windows 98, Windows 98SE, and Windows Me.

• To recognize and view Japanese and Chinese business cards, change the

settings as follows: Windows 2000 eral" tab. Check "Japanese," "Simplified Chinese," or "Traditional Chinese" under "Language settings for the system." Install Universal Font (Arial Unicode MS) from the Setup Disk of Microsoft Office 2000 or later version.

Windows XP > the "Languages" tab. Check "Install files for East Asian languages" under "Supplemental Language support." Install Universal Font (Arial Unicode MS) from the Setup Disk of Microsoft Office 2000 or later.

: Select "Control Panel," -> "Regional Options," -> the "Gen-

: Select "Control Panel," -> "Regional and Language Options, " -

• Business cards written in Chinese cannot be recognized with scanners that

support the TWAIN driver.

• To text-recognize a business card written in Chinese with CardMinder, Scan-

Snap must be ready to scan. Make sure that ScanSnap is powered on and the

About CardMinder

ScanSnap icon on the task bar is in ready state.

• CardMinder can interact with other applications. However, characters written

on business cards may not be displayed properly in the interacting application.

CardMinder User’s Guide

1.2 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.

• Recognize characters on business cards and automatically create keywords such as Full Name

and Company.

The following can be Keywords:

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

• Export recognized data to PIMs (Personal Information Manager)

Supported Applications: Microsoft® Outlook® 6.0 and later

Microsoft® Outlook Express

ACT! GoldMine® Microsoft® Excel (when the CSV format is used)

• Search business cards quickly by Full Name or Company

1.2 Features of CardMinder

About CardMinder

CardMinder User’s Guide

1.3 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. Scan the business card(s).

3. After scanning is complete, the recognized data is displayed in the Main window.

1.3 Operation Flow

About CardMinder

Common Daily Tasks

Exporting the data (See Section 3.2)

1. Select the data you want to export on the [Inbox] tab.

2. Click the [Export] button.

Maintaining the data (See Chapter 4)

1. Select the data on the [Inbox] tab or the [Exported] tab.

2. From the [Edit] menu, do the following:

• Delete the business card data. (See Section 4.2 or

Section 4.5.)

• Delete the business card data from the [Trash] tab.

(See Section 4.4.)

• Restore the business card data. (See Section 4.3.)

• Attach related files. (See Section 4.8.)

CardMinder User’s Guide

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 language to use from the list. (See Section 5.1.)

2. Select the data on the [Inbox] tab or the [Exported] tab.

3. Recognize the data anew.

• Recognize business cards anew. (See Section 5.2.)

• Recognize data selected in the rectangular area.

(See Section 5.3.)

• Recognize by keyword in the rectangular area. (See

Section 5.4.)

Correcting Recognized data (See Section 5.5)

1. Select the data on the [Inbox] tab or the [Exported] tab.

2. Correct the character strings.

1.3 Operation Flow

About CardMinder

Extracting the data (See Section 4.6)

1. Select the data from the [Inbox] tab or the [Exported] tab.

2. Drag and drop the business card image you want to extract onto Desktop.

Viewing the data on other PCs (See Section 4.9)

1. Select the data from the [Inbox] tab or the [Exported] tab.

2. Drag and drop the image data onto the [Mobile] tab.

3. Set the removable media onto your personal computer.

4. Click the [Mobile Linkage] button.

Sending e-mail (See Section 4.10 )

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 -> [E-mail], or right-click on the data listed and select [E-mail] from the menu.

CardMinder User’s Guide

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.

1.3 Operation Flow

Searching data (1) (See Section 4.1)

1. In another application (Microsoft Notepad etc.), select character strings you want to find (Full Name or Company).

2. Press the F3 and Alt keys simultaneously on your keyboard.

Searching data (2) (See Section 4.7)

1. Activate CardMinder.

2. Select [Edit] on the menu bar -> [Find...].

3. On the [Find] window, enter the character string you want to find (Full Name or Company) in the [Find what:] box and click the [Find] button.

About CardMinder

Searching data (3) (See Section 4.7)

1. Open CardMinder Viewer.

2. Enter character strings you want to find (Full Name or Company) in the [Search Text:] box and press the [Enter] key.

CardMinder User’s Guide

1.4 Operation Windows

There are two types of operation windows in CardMinder.

1.4 Operation Windows

■ Main window

Command Toolbar

Shows icons (buttons) for the commonly-used commands.

Menu bar

Displays commands to operate CardMinder.

Mode tabs

Displays data in each mode.

About CardMinder

Image Toolbar

Shows the buttons used to adjust the business card image in Image View.

Business Card Image View

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

Attachment View

Displays the files attached to the business card data.

Data List View

Lists the business card data.

Recognition Result / Correction View

Displays recognized data, and is used for the data correction.

Status bar

Explanations of the menu bar and buttons as well as the number of selected business cards are displayed.

CardMinder User’s Guide

Command toolbar

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. Only the characters on the front side of the business card are recognized. The recognition result will automatically be displayed in Recognition / Correction View. With the [ ] button, you can select the language for recognition.

Copies the business card data on the [Mobile] tab to removable media and then you can utilize the data on other personal computers.

Exports the business card data to another application. The data on any tabs can be exported to the application specified. In addition, the data on the [Inbox] tab is moved to the [Exported] tab. The icon at the left shows that the destination is Microsoft Outlook. Refer to Section 2 to select different applications.

1.4 Operation Windows

About CardMinder

CardMinder User’s Guide

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.

1.4 Operation Windows

Image toolbar

The height and width of the business card image is adjusted to the image display view.

The business card image size is enlarged.

The business card image size is reduced.

Rotates the business card image 90 degrees clockwise. Click the [ ] button to change the rotation angle and plane.

Displays the front side image of the business card. If no image exists, [No Image] is shown instead.

Displays the back side image of the business card. If no back side image exists, [No Image] is shown instead.

Displays both the front and back side images together. You can specify how to display the business card image by selecting [View] on the menu bar -> [Show duplex image] -> [Split view window vertically] /[Split view window horizontally]. On the left side (or Upper side) of the Business Card Image View, the front side of the business card is shown. On the right side (or Lower side) of the Business Card Image View, the back side of the business card is shown. If you select [Auto] from the [Show duplex image] submenu using the [View] menu, CardMinder automatically selects either of view types (splitting vertically or horizontally) based on the front side image of the business card, so that the images can be displayed in their maximum size. If no back side image exists, [No Image] is shown.

About CardMinder

Mode tabs

Swaps the front and back side of the business card image. The same result is obtained by clicking the [View] menu and the [Swap data (front and back)] command.

Displays or hides the Attachment View.

[Inbox] tab

[Exported] tab Data that has been exported to an application displayed in this tab.

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

[Mobile] tab Displays data to be copied to removable media.

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

CardMinder User’s Guide

Icon / Display Function

1.4 Operation Windows

Data list view

■ CardMinder Viewer

You can open this screen by doing any one of the following:

•Search words in another application such as Microsoft Notepad and so on.

•From the [Start] menu on the Desktop, select [All Programs] -> [CardMinder V3.0] ->

[CardMinder Viewer].

Clicking the heading sorts names in alphabetical

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.

Clicking the heading sorts company names in

alphabetical 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.

About CardMinder

•Double-click the [ ] icon on the task bar, which is present when CardMinder Viewer

is active.

Image Toolbar

Shows buttons to adjust the business card image display of the Image View.

Business Card Image View

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

Data List View

Lists the searched business card data.

Attachment View

Displays files attached to the business card selected in the Data List View.

CardMinder User’s Guide

Image toolbar

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 center of the expansion.

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

Displays the front side image of the business card.

Displays the back side image of the business card. If no back side image exists, this icon is disabled.

Previous business card is shown.

Next business card is shown.

1.4 Operation Windows

About CardMinder

Data list view

Displays the first business card data

Displays the last business card data

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

Displays or hides the Attachment View.

Clicking the heading sorts names in alphabetical order.

Clicking the heading sorts company names in alphabetical order.

CardMinder User’s Guide

1.5 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.

•If your operating system is Microsoft® Windows® XP Home Edition operating system,

you must be authorized as the computer administrator to logon and use this software.

1.5 User Authority

About CardMinder

CardMinder User’s Guide

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].

⇒ The main window of CardMinder appears.

2. Select [File] -> [Export to].

⇒ A list of PIM applications appears. The marked application is the currently selected one.

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

HINT

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

icon appears in the main window of CardMinder.

• When CSV (Excel) is selected from the list, clicking the [CSV (Excel)] icon or

selecting [Export] from the [File] menu displays the following window. Specify a file name and destination folder to save the Excel file.

CardMinder User’s Guide 15

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 .............................................................................. 17

3.2 Exporting to Associated Application .................................................................. 25

CardMinder User’s Guide 16

3.1 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.

3.1 How to Scan Business Cards

Document cover

Document bed

2. Place a business card with its face down on the document bed.

1. Scanning one card 2. Scanning multiple cards

Back side

Scanning and Exporting Business Card Data

Back sideBack side

Arrange the cards so that they do not overlap each other, keeping enough distance between them.

CardMinder User’s Guide

3.1 How to Scan Business Cards

ATTENTION

You cannot scan multiple cards at a time if the types of business cards are the following:

• Business cards with a dark-colored line

running across the length

• Business cards with its edge dark-colored

ABCD LIMITED

Haward Brown

Project Manager. Software Research

226 Airport Parkway, Suite 030 San JOSE, CA 95110

Phone: (408) 453-0000

Fax: (408) 453-0001 haward@abcd.com

Scan these business cards one-by-one. When you scan only one business card, it is necessary to select "1 card to reference point" on "Flatbed scanning method" of the [Scanner settings] window. Refer to Step 9 for details on the [Scanner settings] window.

3. If you are scanning multiple cards per scan, spread out dark-colored paper, and place it over the business cards.

Use dark-colored paper that covers the entire glass surface of the document bed.

4. Close the scanner document cover.

5. Select [File] on the menu bar -> [Scanner settings].

Scanning and Exporting Business Card Data

⇒ The following window appears.

CardMinder User’s Guide

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