Visioneer 100 User Manual

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CardReader 100 Scanner
© Copyright 2003 Visioneer, Inc. Visioneer and Visioneer logo are registered trademarks of Visioneer, Inc. All rights reserved.
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Using Online Help.................................................................................................................... 3
What is the Visioneer Business Card Reader Software?..................................................... 3
Getting More Information........................................................................................................ 3
Installing the Visioneer Business Card Reader Software and the CardReader 100
Scanner .................................................................................................................................... 4
.................................................................................................................................... 4
Calibrating and Cleaning the CardReader 100 Scanner....................................................... 5
What is Optical Character Recognition (OCR)?.................................................................... 5
File Menu Commands.............................................................................................................. 7
Toolbar Commands............................................................................................................... 11
Open an Existing Database of Business Cards.................................................................. 12
Creating a New Contact ........................................................................................................ 12
Scanning a Business Card ................................................................................................... 12
Scan Options..................................................................................................................................................... 12
Optical Character Recognition of Fields ............................................................................. 13
OCR Options...................................................................................................................................................... 14
Editing a Text Field................................................................................................................ 15
Saving the Business Card Database.................................................................................... 15
Deleting Business Card(s).................................................................................................... 17
Back-Up and Restore the Business Card Database........................................................... 18
Back-Up a Database.......................................................................................................................................... 18
Restore a Database........................................................................................................................................... 18
Printing Business Cards....................................................................................................... 19
Print one or more card(s) ................................................................................................................................. 19
Print Label Patterns .......................................................................................................................................... 20
Searching Business Cards................................................................................................... 21
QuickSearch ......................................................................................................................................................21
Specify searchable fields ................................................................................................................................. 21
Sorting Business Cards........................................................................................................ 22
List Business Cards.............................................................................................................. 22
List View Options.............................................................................................................................................. 23
Classifying Business Cards ................................................................................................. 24
Change options available in Classification.................................................................................................... 24
Export Contact Information.................................................................................................. 25
Export to Outlook Express............................................................................................................................... 25
Export to Outlook.............................................................................................................................................. 26
Export to DBaseIII or CSV file.......................................................................................................................... 27
Export to vCard ................................................................................................................................................. 28
Export Image...................................................................................................................................................... 29
Emailing Contacts ................................................................................................................. 29
Synchronization..................................................................................................................... 29
Synchronization with Palm Device.................................................................................................................. 29
Synchronization with WinCE Device............................................................................................................... 31
Synchronization with WinCE BCR................................................................................................................... 33
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Using Online Help
Online Help is the most complete source of information about the Visioneer Business Card Reader software and the CardReader 100 Scanner. Open Help by choosing Contents from the Help menu.
1) To start Help: a. Select Help on the file menu bar and select Contents.
2) To read the contents of a Help topic: a. Select the desired topic in the left frame to display the corresponding information on the right.
3) To navigate the Help topics already viewed: a. On the Help toolbar, click Back to display the last Help topic viewed. b. On the Help toolbar, click Forward to display the previous Help topic viewed.
What is the Visioneer Business Card Reader Software?
The Visioneer Business Card Reader software is a user-friendly electronic organizer which helps keep track of information from business cards. The software automatically saves and organizes data with a simple scan of a business card. It is able to organize contact information to meet a variety of business and personal needs.
The Visioneer Business Card Reader Software includes the following features:
" Scan and recognize English Language business cards " Scan both sides of a business card " Retrieve and browse business card information easily " Click and Post business card information from the card image to the designated field " Find any contact using QuickSearch " Sort business card information by any field or creation time " Add additional information in the memo field " Categorize business cards " Print business cards as an addre ss book or print card images " Import and Export an address book between the Business Card Reader Software and Outlook/Outlook
Express
" Export a contact list to a DBaseIII or CSV file format which can then be imported into applications such as
ACT!, Goldmine, and MS-Excel
" Directly email contacts from the Business Card Software with vCard and/or business card image attached " Direct synchronization with Palm and WinCE devices, Visioneer Business Card Software and other PDAs
Getting More Information
The Help system provides step-by-step instructions for using the Visioneer Business Card Reader software with your CardReader 100 Scanner. You may obtain other sources of information from:
Visioneer Business Card Reader Software User Manual This printed guide provides detailed information about all of the Visioneer Business Card Reader software features.
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Visioneer Web Site Visit our website http:// www.visioneer.com for the latest on products, technical support and more information on other Visioneer products.
Registering the CardReader 100 Scanner
Register the CardReader 100 scanner during the scanner installation proce ss, or at the Visioneer web site
http://www.visioneer.com.
Installing the Visioneer Business Card Reader Software and the CardReader 100 Scanner
Warning: Do not plug the CardReader 100 USB cable into the computer until prompted to by the scanner driver
installation wizard.
1) Insert the Visioneer Business Card Reader Software CD into the CD-ROM/DVD-ROM drive of the
computer.
2) When the installation screen opens up, click on Visioneer Business Card Software.
3) The installation wizard will begin, accept all default locations and options, the installation will complete the
install and return to the main install screen.
4) Now click on CardReader 100 Driver to start the driver installation wizard.
5) Plug the CardReader 100 USB cable into a USB port on the computer when prompted to by the install
wizard.
6) Click on Finish to complete the driver install.
7) Click on Exit to close the CD installation screen.
Uninstalling the Visioneer Business Card Reader Software and the CardReader 100 Scanner
To uninstall Visioneer Business Card Reader software from the system, use the Windows Control Panel to remove the application and all system files associated with it.
Warning : Following this procedure, will permanently remove the Visioneer Business Card Reader software from
the computer’s hard drive.
To uninstall the Visioneer Business Card Software from your system:
1) From the start menu, select Settings and then click on Control Panel to open the Control Panel window.
2) Double-click on the Add/Remove Programs icon.
3) Select VisioneerBCR 1.5 and click on the Add/Remove button.
4) Click Yes and Windows will remove the Visioneer Business Card Reader software application and all
associated files from the computer’s hard drive.
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To uninstall the CardReader 100 Scanner from your system:
1) From the start menu, select Settings and then click on Control Panel to open the Control Panel window.
2) Double-click on the Add/Remove Programs icon.
3) Select CardReader 100 and click on the Add/Remove button.
4) Click Yes and Windows will remove the CardReader 100 scanner and all associated files from the
computer’s hard drive.
Calibrating and Cleaning the CardReader 100 Scanner
The Visioneer Business CardReader 100 scanner must be calibrated before usi ng the first time. Calibration and cleaning may need to be performed from time-to-time to maintain/improve the quality of the scanned images.
To calibrate the scanner:
1) Select Scan from the ‘File’ menu or click on the
2) Click on the Calibrate button.
3) Insert the calibration page into the scanner, or use a white piece of paper cut to the width of the card slot.
4) Click on the OK button after calibration has completed.
To clean the scanner:
1) Select Scan from the ‘File’ menu or click on the
2) Insert the cleaning sheet provided with the scanner; the CardReader 100 will automatically pull the
cleaning sheet through as with a regular business card scan.
3) Discard any image file created after the cleaning sheet has been fed through.
button to open the scanning utility.
button to open the scanning utility.
What is Optical Character Recognition (OCR)?
Simply stated, Optical Character Recognition (OCR) looks at the scanned image and “recognizes” text. The software will process the text for the purpose of modifying it in text editing programs (e.g. MS-Word, MS-Excel, WordPerfect, etc…)
The Visioneer Business Card Reader Software recognizes the text on a busines s card and inserts the results into editable fields. The software recognizes the type of information being processed and inserts it into the most likely text field (e.g. Name, Telephone Number, Address, Company, etc…)
To optimize the OCR results, make sure the image of the business card is horizontal and re adable left-to-right. Be aware that business cards which are colored, or have graphic images, are probably not going to be recognized accurately the first time. Don’t worry, the Visioneer Business Card Reader software allows selection of a specific area on the business card to re-process and insert into the selected field.
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Scanner Updates
All updates can be found on our website http://www.visioneer.com
Getting Technical Support
If you cannot diagnose your problem using the topics in this Help system, contact Visioneer Technical Support at:
http://www.visioneer.com
File Menu Commands File
The Visioneer Business Card Reader Software's ‘File’ menu includes the following options:
Choose: To:
New Open Save As
Save Print
Scan Select Scanner… Merge Database Export
Import
Synchronization
BackUp Database
Restore Quit
Create a new business card database Open an existing business card database Save the current contacts file under
another file name Save the current contacts file Use the Print wizard to print the selected
business cards Use scanner to scan name cards directly Choose scanner type Merge a database into the current one Export an existing business card database
to Outlook, Outlook Express, DBaseIII, CSV, vCard and as an image
Import an existing business card database from Outlook, Outlook Express, DBaseIII, CSV and vCard
Synchronize with Palm, Visioneer Business Card Reader Software and other Personal Digital Assistants (PDA)
BackUp a database and its images to a “*.db” file
Restore a “*.db” file Exit from the Visioneer Business Card
Reader software
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Edit
The Visioneer Business Card Reader Software's ‘Edit’ menu includes the following options:
Choose: To:
Select All
Deselect All
New Business Card
Delete Business Card(s) Edit Category
Edit Shortcuts
Email
Select all the business cards in the current database
Undo selection of all business cards in the current database
Creates an empty business card in the existing database
Delete the selected business card(s) Edit, add, delete or modify existing
categories for scanned business cards Edit the strings of existing shortcuts or add
new shortcut strings Email the contents, or an image, of the
scanned business cards
View
The Visioneer Business Card Reader Software's ‘View’ menu includes the following options:
Choose: To:
View by Thumbnail View by Details
Display in Uppercase
Enlarge Window Size Reduce Window Size
View all business car images View information of business cards in a list
format Display all the information of the business
card in uppercase letters Enlarge window size Reduce window size
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Settings
The Visioneer Business Card Reader Software’s ‘Settings’ menu includes the following options:
Choose: To:
Scan Options
OCR Options
View Options
Print Label Options
Change scanning options such as brightness and contrast
Replace or append text fields with Optical Character Recognition (OCR) results
Select the field names to be displayed for the ‘Database Browser’
Edit the dimensions for printing out the scanned business cards
List
The Visioneer Business Card Reader Software’s ‘List’ menu includes the following options when in the List View:
Choose: To:
Sort By Name Sort By Company Sort By Date Search Unverified Search Verified Search by Date
Search By Category
Hide Search Results
Sort business cards by contact’s first name Sort business cards by the company name Sort business cards by last date modified Lists all unverified business cards Lists all verified business cards List all business cards created before or
after specified date List all business cards in the chosen
category Return list view to show all business cards
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Card
The Visioneer Business Card Reader Software's ‘Card’ menu includes the following options when viewing the card image and details:
Choose: To:
Rotate Left Rotate 180 Rotate Right Add to Category
Recognize (OCR)
Flip business card to the left Rotate business card upside down Flip business card to the right Create a new category to organize the
business cards Process the business card image to fill in
the text fields
Dictionary
The Visioneer Business Card Reader Software's ‘Dictionary’ menu includes the following options:
Choose: To:
Last Name City State Title Department
Others
Search and list by common last name Search and list by common cities Search and list by contacts’ state Search for all contacts by specified title Search for all contacts in a specific
department Search for all contacts by salutation
Help
The Visioneer Business Card Reader Software’s ‘Help’ menu includes the following options:
Choose: To:
About
Contents
Provides basic information about the Business Card Reader software
Provides a Help menu for the Visioneer Card Reader
Toolbar Commands
The Visioneer Business Card Software toolbar includes the following options:
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Scans a business card with the specified default scanner
Creates a new business card Database
Deletes the current business card
Send Email to the selected business card holder
Print business card lists, images and labels
Export business card to Outlook
Synchronize Palm Address
Select previous business card
Select next business card
Business card image browser
Business card database browser
Search business cards according to the first character of their name fields
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