I.R.I.S. Cardiris 4 User Manual
Cardiris
User Guide
TM
4
CardirisTM 4 – User Guide
Table Of Contents
Copyrights ........................................................................................... 1
Chapter 1 Introducing Cardiris ................................................ 3
Chapter 2 Installation ................................................................ 5
System Requirements ........................................................ 5
Installing Cardiris ............................................................. 5
Register Your Cardiris License ......................................... 6
Software Updates .............................................................. 6
Product Support ................................................................ 6
Uninstalling Cardiris ......................................................... 6
Chapter 3 Supported Scanners ................................................. 8
Twain Scanners ................................................................. 8
I.R.I.S. Business Card Scanners ........................................ 9
Fujitsu Scanners .............................................................. 10
Unsupported Scanners .................................................... 10
Chapter 4 Scanning Cards ...................................................... 11
Scanning Business Cards ................................................ 11
Loading images from the IRIScan and IRIScard Anywhere
scanners .......................................................................... 13
Scanning the Reverse Side of a Card .............................. 16
Scanning a Photo of a Contact ........................................ 17
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Table of Contents
Recognizing cards with drag-and-drop OCR .................. 17
Adding Comments to Cards ............................................ 18
Editing Recognized Cards ............................................... 19
Data Fields ........................................................................................ 19
Text Editing ...................................................................................... 19
Drag-and-drop Editing ...................................................................... 20
Selecting Text ................................................................................... 20
Deleting Cards .................................................................................. 20
Re-recognizing Business Cards ....................................... 21
Saving Cards in the Cardiris Database ............................ 21
Synchronizing Contacts .................................................. 23
Formatting Recognized Cards ......................................... 24
vCard files ......................................................................................... 24
Unicode files ..................................................................................... 25
HTML files ....................................................................................... 25
Exporting Recognized Cards .......................................... 27
Chapter 5 Scanning Images ..................................................... 29
Scanning and Saving Images .......................................... 29
Chapter 6 Scanning Cards using the Button Manager ........ 31
Chapter 7 Reference Information ........................................... 35
Horizontal Toolbar .......................................................... 35
Rotate ................................................................................................ 35
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CardirisTM 4 – User Guide
Crop ................................................................................................ 35
Magnifying Glass .............................................................................. 36
Front - Back Tab ............................................................................... 36
Scan/Open/Load Image Button ......................................................... 37
Save All Button ................................................................................. 38
Save Selection Button ....................................................................... 39
Customize ......................................................................................... 39
Vertical Toolbar .............................................................. 40
Scan & Create - Open & Create ........................................................ 40
Load & Create ................................................................................... 42
Scanner Type - File ........................................................................... 42
Document Type - Business cards ...................................................... 43
Document Type - Image .................................................................... 43
Card Style.......................................................................................... 44
Output Format - Cards ...................................................................... 45
Output Format - Image ...................................................................... 48
Export - Cards ................................................................................... 49
Export - Image .................................................................................. 49
Address Book .................................................................................... 50
Card Toolbar ................................................................... 52
Selecting Cards ................................................................................. 52
Changing the Document Type ........................................................... 52
Changing the Card Style ................................................................... 53
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Table of Contents
Browsing the Cards ........................................................................... 53
Deleting Cards .................................................................................. 53
Application Window ....................................................... 54
Image ................................................................................................ 54
Status Bar .......................................................................................... 55
Data Fields ........................................................................................ 55
Photo Field ........................................................................................ 56
Cardiris Menu ................................................................. 57
About Cardiris ................................................................................... 57
Preferences ........................................................................................ 57
Quit Cardiris ...................................................................................... 59
File Menu ........................................................................ 60
New Card .......................................................................................... 60
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New Group ........................................................................................ 60
Scan/Open & Create New Cards ....................................................... 60
Save All Cards .................................................................................. 60
Save Selected Cards. ......................................................................... 61
Edit Menu ....................................................................... 61
Text Editing ...................................................................................... 61
Settings Menu ................................................................. 62
Document Type - Business Cards ..................................................... 62
Document Type - Images .................................................................. 62
Country ............................................................................................. 63
CardirisTM 4 – User Guide
Output Format ................................................................................... 64
Output Format - Images .................................................................... 67
Card Orientation Detection ............................................................... 68
Auto-comment .................................................................................. 69
View menu ...................................................................... 69
Back Side - Front Side ...................................................................... 69
Rotate ................................................................................................ 70
Crop 70
Revert ................................................................................................ 70
Magnifying Glass .............................................................................. 70
Customize Toolbar ............................................................................ 70
Process menu .................................................................. 71
Calibrate Scanner .............................................................................. 71
Change Selected Cards - Business Card ............................................ 72
Change Selected Cards - Image ......................................................... 72
Change Selected Cards - Country ..................................................... 73
Change Selected Cards - Delete Image ............................................. 74
Scan/Open this Side of the Card ........................................................ 74
Export All Cards ............................................................................... 75
Export Selected Cards ....................................................................... 76
Help menu ....................................................................... 77
Cardiris Help ..................................................................................... 77
I.R.I.S. on the Internet ....................................................................... 77
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Table of Contents
Register Cardiris ............................................................................... 77
Search for Updates ............................................................................ 77
IRISCard Button Manager Menu .................................... 78
About IRISCard Button Manager ...................................................... 78
Preferences ........................................................................................ 78
Quit IRISCard Button Manager ........................................................ 81
Index .................................................................................... 83
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CardirisTM 4 – User Guide
Copyrights
Cardiris4-dgi-190411-03
Copyrights © 1993 - 2011 I.R.I.S. All Rights Reserved.
I.R.I.S. owns the copyrights to the Cardiris software, to the online help system
and to this publication.
The information contained in this document is the property of I.R.I.S. Its
content is subject to change without notice and does not represent a
commitment on the part of I.R.I.S. The software described in this document is
furnished under a license agreement which states the terms of use of this
product. The software may be used or copied only in accordance with the
terms of that agreement. No part of this publication may be reproduced,
transmitted, stored in a retrieval system, or translated into another language
without the prior written consent of I.R.I.S.
This manual utilizes fictitious names for purposes of demonstration;
references to actual persons, companies, or organizations are strictly
coincidental.
Trademarks
The I.R.I.S. logo, IRISCard and Cardiris are trademarks of Image Recognition
Integrated Systems S.A. OCR technology by I.R.I.S. Connectionist, Linguistic
and Field Analysis technology by I.R.I.S.
The Cardiris software is based in part on the work of the Independent JPEG
Group.
All other products mentioned in this user guide are trademarks or registered
trademarks of their respective owners.
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CardirisTM 4 – User Guide
CHAPTER 1
NTRODUCING CARDIRIS
I
Cardiris allows you to scan business cards, recognize them and
convert them into an address database.
By means of OCR (Optical Character Recognition) the data on
business cards is extracted automatically from the image, converted
into editable text and inserted in the correct database fields through
field analysis.
Cardiris extensively uses a knowledge database, thus acquiring the
necessary intelligence to distinguish between first and last names,
cities and states, telephone and fax numbers etc.
Any data the OCR process cannot assign to a specific field is placed
in the Note field.
The Cardiris field analysis process is also based on the card layout.
Each country has a different “style” of composing business cards:
Americans compose an address differently than the French do,
Dutch ZIP codes and telephone numbers have a different syntax
than their British counterparts etc. This works for 217 countries.
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Chapter 1 – Introducing Cardiris
Reading Asian-language business cards from China, Japan, South
Korea and Taiwan requires the Cardiris Asian edition.
Cardiris not only analyzes but also formats the recognized text. The
resulting data can be exploited in many ways. You can save your
contacts in the Cardiris database, based on the standard Mac OS X
application Address Book. Or save your contacts in a structured file,
e.g. in the vCard format, to export them to any address database.
Alternatively, you can send the contacts directly to your contact
management software such as Microsoft Entourage, Now Contact
etc. or import them in the spreadsheet program Microsoft Excel.
Use iSync to send your personal contacts to other devices (Apple
iPod, hand-held computer, mobile phone etc.)
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CardirisTM 4 – User Guide
CHAPTER 2
NSTALLATION
I
SYSTEM REQUIREMENTS
This is the minimal system configuration required to use Cardiris:
A Mac with either a Power PC G3 (or above) processor or an
Intel Core processor.
The operating system Mac OS X 10.3.9 or higher. Earlier
versions of the Mac OS operating system are not supported.
160 MB of free hard disk space.
INSTALLING CARDIRIS
The Cardiris software is delivered compressed.
To install the software:
Insert the Cardiris CD-ROM.
Double-click on the Cardiris installer and follow the on-screen
instructions.
You are recommended to use the easy installation, it installs all the
necessary files on your hard disk.
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Chapter 2 – Installation
REGISTER YOUR CARDIRIS LICENSE
Remember to register your Cardiris license.
To register:
Use the Registration wizard in the Register menu. Follow the onscreen instructions.
SOFTWARE UPDATES
The command Search for Updates under the Help menu allows
you to keep your software up-to-date. Click the command to
download any available updates and patches from the I.R.I.S.
website.
PRODUCT SUPPORT
To get technical support on Cardiris, please visit our website at
www.irislink.com/support.
UNINSTALLING CARDIRIS
To uninstall Cardiris:
Click Finder and open the Applications folder.
Drag the Cardiris folder to the Trash.
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CardirisTM 4 – User Guide
Cardiris will be removed from your machine.
Note: the Cardiris preferences are not removed by dragging the
Cardiris folder to the trash can, in case you should want to re-install
the software later on. To remove the preferences, drag the folder
Cardiris Prefs to the trash. You will find this folder in Users - xxx
(your user name) - Library - Preferences.
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Chapter 2 – Installation
CHAPTER 3
UPPORTED SCANNERS
S
TWAIN SCANNERS
Cardiris supports all Twain compatible scanners. Note, however,
that a 1.7 or higher Twain driver is required to scan with Cardiris.
Access the website of you scanner manufacturer to download up-todate Twain drivers.
Installing a Twain Scanner under Cardiris
Insert the CD-ROM that came with your scanner to install the
Twain driver on your computer.
Make sure that you have selected the appropriate driver. To do
so:
o Verify that the scanner operates correctly in any scanning
application other than Cardiris.
o Select your scanner in the Cardiris software by clicking on
Preferences under the Cardiris menu.
Using the Twain Module
Click the Options menu of your Twain driver to specify the
scanner settings.
Determine the color mode, page size, page orientation,
brightness, contrast, and scanning resolution.
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CardirisTM 4 – User Guide
It is recommended to use a scanning resolution of 400 dpi.
IRISCARD AND IRISCAN SCANNERS
Cardiris is available in a bundle version with the I.R.I.S. IRISCard
and IRIScan scanners.
FUJITSU SCANNERS
Cardiris supports Fujitsu scanners thanks to the ScanSnap
Manager software.
Operation
Click the Application tab of the ScanSnap Manager software to
select Cardiris as target application.
Use the other tabs (e.g. Sanning, Paper Size) of the ScanSnap
Manager to set the scanning parameters.
Scan images. They will be sent to Cardiris automatically.
UNSUPPORTED SCANNERS
Should your scanner currently not be supported by the Cardiris
software, then scan business cards as images.
The following image formats can be imported in Cardiris: GIF,
JPEG, JPEG 2000, MacPaint, Photoshop, PICT, PNG, QuickTime,
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Chapter 2 – Installation
TIFF (uncompressed, packbits and Group 3 compressed), multipage
TIFF and Windows bitmap (BMP).
Contact I.R.I.S. to acquire supported scanners.
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CardirisTM 4 – User Guide
CHAPTER 4
CANNING CARDS
S
SCANNING BUSINESS CARDS
Click the scanner icon in the vertical toolbar to select the
appropriate scanner.
Open the Cardiris menu and click Preferences to specify the
correct scanner settings.
Select a scanning resolution of 400 dpi to recognize business cards
successfully.
Make sure to calibrate the IRISCard Pro or IRISCard Mini when
you’re using it for the first time. To do so, insert the white calibration
card supplied with your business card scanner and click Calibrate
under the Process menu.
Select Business cards as document type.
Only when the document type Business cards is selected, will the
data on the card be recognized and assigned to the appropriate data
fields.
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Chapter 4 – Scanning Cards
When you're scanning with a flatbed scanner, you can scan several
cards simultaneously on the flatbed and have them split up by the
software. The background must be black to extract the various
business cards. To create a black background, scan cards with the lid
open.
The complete page as you scanned it will never appear as such on the
computer screen; only the segmented business cards will.
Specify the card style of the business cards: click the globe icon
to select the country the business card belongs to.
You can activate one card style at a time.
Apply drag-and-drop OCR in case you need only part of the data on
the card.
Scan the business cards with your scanner - the card recognition
is automatic.
Note that the option Card Orientation Detection is enabled
automatically to have the business cards straightened for you.
To disable automatic card orientation:
Go to the Settings menu
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CardirisTM 4 – User Guide
Uncheck the option Card Orientation Detection
Should you still need to rotate an image, use the manual rotation
button.
Note that Cardiris deskews and crops all scanned business cards
automatically.
You can also crop manually by drawing a frame around the actual
card and clicking the Crop button.
You can undo a crop operation with the Undo command and with the
Revert command under the View menu.
When you crop a business card, the recognition is re-executed.
Cardiris can also scan the reverse side of a business card and add a
photo of your contacts to the database. See the sections Scan the
reverse side of a card and Scan a photo of a contact for more
information.
LOADING IMAGES FROM THE IRISCAN AND IRISCARD ANYWHERE SCANNERS
When you use Cardiris in combination with an IRIScan Anywhere
2 scanner or an IRISCard Anywhere 4 scanner, you can scan
your business cards anywhere you want without needing a computer
and load them into Cardiris at a later time.
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Chapter 4 – Scanning Cards
Operation
If you decide to use an external storage device (SD memory card
or USB flash drive) to store your scans, insert it into the scanner.
Scan your business cards with your IRIScan Anywhere 2 scanner
or IRISCard Anywhere 4 scanner.
For information on how to use these scanners correctly, refer to
the scanners' Quick User Guides or User Guides.
The paper Quick User Guide can be found in the package box.
To access the electronic User Guides:
o Click Finder > Applications > IRIScan Anywhere 2
Scanner User Guides > IRIScan Anywhere-English.pdf.
or
o Click Finder > Applications > IRISCard Anywhere 4
Scanner User Guides > IRISCard AnywhereEnglish.pdf.
In case you stored your documents on an external storage device
(SD memory card or USB flash drive), insert the storage device
into your computer.
In case you used the scanner’s internal memory to store your
documents, power on the scanner and connect it to your
computer.
Open the Cardiris interface. A window will open, prompting
you to load the images from your IRIScan/Card Anywhere
scanner.
Select the images you want to load and click Open.
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CardirisTM 4 – User Guide
The data on the card will be recognized and assigned to the
different data fields.
Note: the country of the business cards is set to United States by
default. To change the country, click the globe button on the main
toolbar before loading the business cards.
Loading images at a later time
Click the Load & Create button on the main toolbar.
Browse for the images you want to load.
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Chapter 4 – Scanning Cards
SCANNING THE REVERSE SIDE OF A CARD
Often business cards contain important additional information on
the reverse side, such as personal cell phone numbers, company
logos, etc. Therefore Cardiris offers the possibility to scan both the
front and reverse side of a card and to store the information under
the same contact.
Operation
Select the card of which you want to scan the reverse side by
clicking on it.
Select the Back tab in the toolbar menu.
The selected tab is highlighted in dark gray.
Click the Scan/Open Image button to scan the reverse side.
16
Note that the reverse side of a card is only scanned, and not
recognized. Drag-and-drop operations are available, however, to
execute drag-and-drop OCR.
Make sure to click the Scan/Open image button to scan the reverse
side of a card. Clicking the Scan/Open & Create button in the
vertical toolbar will scan the reverse side as a new business card.
CardirisTM 4 – User Guide
SCANNING A PHOTO OF A CONTACT
Next to textual information about your contacts, Cardiris allows you
to include their photo.
Operation
Select the card you want to add a photo to in the card toolbar.
Select the Photo area by clicking on it.
Click the Scan Image button.
RECOGNIZING CARDS WITH DRAG-AND-DROP OCR
In case you need just part of the data on a business card, you can
recognize the card with drag-and-drop OCR.
Draw a frame around the information you need and drag that frame
with your mouse to the dedicated field. The recognition is executed
and the data is placed in the selected field.
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Chapter 4 – Scanning Cards
ADDING COMMENTS TO CARDS
The auto-comment function allows you to add comments to series
of business cards.
Operation
Go to the Settings menu.
Click the option Auto-comment.
You can either add the current date or your personal comment to
the business cards.
You can enter a maximum of 250 characters.
The comment will be added to the Note field of each card you
scan.
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CardirisTM 4 – User Guide
EDITING RECOGNIZED CARDS
The information recognized by Cardiris can be edited in several
ways.
Data Fields
Unrecognized characters are represented by a tilde.
Any data the OCR process cannot assign to a specific field is placed
in the Note field.
Don't hesitate to add manually entered comments to the Note field.
Text Editing
The command Undo undoes cut, copy, paste, clear and crop
operations.
The command Cut transfers the selected data to the clipboard.
The command Copy copies the selected data to the clipboard.
The command Paste inserts the data contained in the clipboard.
The command Clear erases the selected data.
The command Remove from Group removes the selected card
from the database group.
The command Select All selects all text in the current data field.
When you re-execute the OCR, Cardiris erases all data and fills them
out again.
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Chapter 4 – Scanning Cards
Drag-and-drop Editing
Drag-and-drop operations allow to edit the recognized data with
great comfort.
They are particularly useful when mixed data was put in the Note
field and has to be transferred to different fields.
To move data to another field, select the data with the mouse and
drag it to the target field. Release the mouse button when the cursor
is in the right position.
Drag-and-drop operations add data to a field at the selected cursor
position. The data of the target field is not erased.
Selecting Text
When the text cursor is placed in a database field, the command
Select All selects all text in that field.
Normally, this command selects all cards.
You can delete, move, rotate and export all cards simultaneously.
Deleting Cards
The command Clear erases the selected card(s).
Another way to delete cards, is selecting them in the card toolbar
and dragging them to the trash can of the toolbar.
When a single card is loaded into memory, deleting it closes the
current series of business cards.
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