Microtek scan-in-dex 1000 user guide

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Copyright © 2004 by Microtek International, Inc. All rights reserved.
Trademarks
®
Microtek
is a registered trademark of Microtek International, Inc. Windows® is a registered trademark of Microsoft Corporation. All other products or name brands are trademarks of their respective holders.
I49-003741 A May 2004
Microtek Lab, Inc. 16941 Keegan A venue, Carson, CA 90746 Main: 310-687-5800, Fax: 310-687-5950, http://www.microtekusa.com
Microtek International, Inc. 6, Industry East Road 3, Science Based Industrial Park, Hsinchu 30077, Taiwan Tel: 886-3-5772155, Fax: 886-3-5772598, http://www .microtek.com
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Contents
Chapter 1 Scan-in-Dex Product Features ................................................ 1
Chapter 2 Installing Scan-in-Dex ........................................................... 4
Chapter 3 Features .............................................................................. 7
Installing software first ................................................. 4
Installing hardware first ................................................. 4
Calibration ........................................................................... 6
Preparing to Scan ................................................................. 7
A. Calibrating the scanner ............................................. 7
B. Selecting your settings .............................................. 8
Scanning with the Scan-in-Dex Manager ................................. 9
Using Scan-in-Dex .............................................................. 10
Opening Scan-in-Dex. ................................................. 10
Multifunction viewing window ..................................... 10
Inserting cards ........................................................... 12
Checking duplicate data .............................................. 15
Continuous double-sided scanning ............................... 15
Editing Cards ..................................................................... 16
Inserting photos ......................................................... 19
Adding new cards....................................................... 20
Self-defined field. ....................................................... 21
Setting the fields for cards .......................................... 21
Categorizing Cards .............................................................. 22
Categorizing from the management page ...................... 22
Categorizing from the editing page ............................... 23
Sending out E-mail by category .................................... 23
Searching .......................................................................... 24
Text Search ............................................................... 24
Advanced Search ....................................................... 24
Calendar ............................................................................ 25
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Save, Save as, Export, Import, Synchronize .......................... 26
Save. ......................................................................... 26
Save as ..................................................................... 26
Export. ...................................................................... 26
Import ....................................................................... 27
Synchronize. .............................................................. 28
Scan-in-Dex Portable Disk ................................................... 30
Printing Cards .................................................................... 31
Infrared Transmission .......................................................... 32
IrDA Mobile ................................................................ 32
IrDA Palm. ................................................................. 33
Integrating Scan-in-Dex with Mail Programs .......................... 34
Integrating Outlook Express ......................................... 34
Integrating Microsoft Outlook ...................................... 34
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Chapter 1 Scan-in-Dex Product Features
The Microtek Scan-in-Dex is a business card scanner that helps manage your business cards professionally and efficiently. Small, lightweight, and portable, Scan-in-Dex features Smart Field Recognition technology that accurately reads and properly files contact information into your database. A background-removal technology is also utilized, separating text from color-filled backgrounds. Scan-in-Dex lets you export data to your computer, W indows CE/Palm OS device or cellular phone, and you can synchronize it with Microsoft Outlook, Outlook Express, ACT!, Lotus Organizer , and many other popular email and database programs.
Ease of use
With the Microtek Scan-in-Dex, text can be quickly scanned and input through a hassle­free procedure for optimum operating efficiency.
Intelligent self-learning capability
Software is capable of self-learning to improve recognition results.
Multiple view modes
Lets you view and manage business card information and images in the way you are accustomed to.
Multiple categories and sub-categories
Lets you organize cards and card information into your preferred categories and sub­categories.
Search and advanced search
Allows free text search and lets you set up advance search criteria for more accurate and faster search.
Calendar and reminders
Lets you drag-and-drop business card records to the calendar to set up reminders for meetings and events.
Business card recognition in multiple languages
Accurately scans and recognizes business cards in English, German, French, Italian, Spanish, Dutch, and Chinese
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Double-sided business card retrieval
Scans both front and back side of business cards into a single record (with two passes).
Automatic identification of field information
Data is automatically identified and stored properly in their respective fields — i.e., name, title, company, telephone, fax and address, etc.
Duplicate finder
Finds duplicate cards with one click.
Easy card organization
Straightforward card control interface allows card info to get organized by sorting, search, add new, or delete. Duplicate data can also be checked, text info edited, and function lists accessed directly by right-clicking the mouse. Operating steps are simple and easy to understand.
Visual icons that illustrate card particulars
V arious graphic icons appear in the front of a card list, by which you can recognize at a glance whether a card contains data on a single/double side; on whether a photograph is attached; or whether a card has been edited or exported.
Editing of cards
Instant preview of the edit screen allows you to zoom in various fields, as well as to edit, change or check card data. Personal particulars can be included, photo information inserted, and card data located via people-network management.
Vocal content
Card contents can be read in English.
Printing of card information and templates
Templates and print contact information can be set up in many formats with its own address list, list of card images, mailing labels, and envelopes.
Exporting of card information
Card information can be saved as text files or image files, or exported directly to application software such as Excel and Access. Specific fields to be exported can be selected, and Scan-in-Dex also supports file formats such as CSV and VCF , etc.
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Data synchronization
Card data can be synchronized from within Outlook, Outlook Express, PocketPC or Palm. When data is modified or deleted in Scan-in-Dex, data in the corresponding software can also be updated simultaneously.
Full integration with Outlook and Outlook Express
Lets you scan, edit, and modify business card information and add to the address book in Microsoft Outlook and Outlook Express programs. Scanned originals can be previewed.
Infrared Transmission
Data can be transmitted to PDAs and supported cell phones via computer infrared (internal or external).
Portable disk
Card data can be synchronized in a compact and handy portable disk (sold separately), and data can be accessed instantly. Simply insert the disk to access the data instantly .
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Chapter 2 Installing Scan-in-Dex
To simplify the installation of Scan-in-Dex, hardware and software installation have been combined into a single process. Y ou can choose to install the software first followed immediately by the hardware, or vice versa; this will not affect the usability of the card scanner. Both procedures are laid out in this chapter, and determining which procedure you wish to follow is simply a matter of personal preference.
Installing software first
1. Insert the Microtek Scan-in-Dex CD-
ROM into your CD-ROM drive. The system will automatically start the installation process. Follow the on­screen installation instructions.
2. At the end of the software installation
for Scan-in-Dex, click Finish, then restart the computer.
3. Plug the Scan-in-Dex USB connector
into the USB port of the computer. When the “Digital Signature Not Found” window appears, click Yes to complete the hardware installation.
After restarting the computer, the Scan-in-Dex Manager appears on the Windows task bar . If you do not see this, check to make sure that Scan-in-Dex is properly connected to the computer, and tighten the USB connection cord in the card scanner.
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Installing hardware first
1. To install the hardware first, plug the Scan-in-Dex USB connector into the computer’s USB port. The “Add new hardware wizard” will appear. Choose Install from list or specific location, then click Next.
2. Insert the Scan-in-Dex CD-ROM into the CD-ROM drive. Next, click Search for Appropriate Driver in “Locations” and check Search for a
suitable driver for my device [recommended]. Then, navigate to Scan-in-Dex under the “Driver”
folder. Finally , click Next after you have chosen a folder.
3. If the screen “To confirm that this driver is Windows XP compatible” appears, choose Continue Anyway.
4. When this screen appears, installation is completed. Click Finish to end the driver installation.
5. Following installation of the Scan-in­Dex hardware driver, launch the Setup.exe program from the CD to continue installing the Scan-in-Dex software.
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Calibration
When Scan-in-Dex is run for the first time, the Calibration Wizard will appear .
Insert the calibration card that comes with your Scan-in-Dex, then click OK. Scan-in­Dex will scan the calibration card and calibrate the card scanner accordingly. Calibration enhances color differentiation and ensures high recognition accuracy in the scanning of business cards.
Note:
• When inserting the calibration card, place the blank side down and insert it in the direction of the arrow.
• If the calibration card is lost, use a blank business card to carry out the calibration.
• If the image of the scanned graphic is too dark or too light, this may affect recognition accuracy. In this case, you will need to recalibrate the card scanner and repeat the calibration process.
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Chapter 3 Features
Scan-in-Dex has a number of handy features, including the recognition of multiple languages, the use of a database management system for easier categorizing of information, and the portability of card information to popular email programs, mobile phone systems, and palm devices.
Following installation of Scan-in-Dex, the Scan-in-Dex Manager is automatically activated each time your computer is turned on. A
right corner of the task bar. Y ou can scan cards directly via the Scan-in-Dex Manager and easily set up a card database.
Preparing to scan
A. Calibrating the scanner
Before you proceed with scanning, calibrate Scan-in-Dex first. If it is your first time to use Scan-in-Dex, the Calibration Wizard will be automatically launched. For details, refer to the Calibration section in Chapter 2. Alternatively , you can use the following commands to start calibration:
• Choose «Calibration» from the main function list under «Scan-in-Dex Manager»
icon will also appear on the lower
• Click «Edit / Calibration» on the Scan­in-Dex management screen to launch the Calibration Wizard
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