IRIS CARDIRIS, Getting Started

Page 1: ...1 GETTING STARTED GETTING STARTED ...

Page 2: ...2 2007 I R I S All rights reserved OCR technology by I R I S Connectionist Linguistic and Field Analysis technology by I R I S 2007 I R I S All rights reserved ...

Page 3: ...s cards suffer more than other documents from the known disadvantages of the paper world they get lost easily aren t available to your colleagues can t be searched or sorted etc Cardiris the electronic Rolodex puts a final end to all this You begin by scanning the business cards thus putting images in a database Use this manage ment tool to file your business cards and no more stacks of business c...

Page 4: ... and have many advantages over other scanner types they hardly take up any space on your desk they swiftly cope with business cards of varying paper and printing qualities and you never have to wonder about selecting the correct card format The color greyscale or black and white images are saved compressed to limit the use of space on your hard disk The scanned business cards are prominently displ...

Page 5: ...usiness cards and it took your secretary two days to encode them Cardiris incorporates specialized recognition technology optimized for tiny characters and supports countries from all over the world North and South American business cards business cards from the European countries including the Eastern European nations African Asian and Oceanic business cards you name it The Asian Edition of Cardi...

Page 6: ...edit and correct the recognized data but so are drag and drop operations for maximal ease of use To correct small errors you can indeed draw a frame around the information and drag the frame to a database field say the city the OCR gets done on the fly Interestingly the scanning indexing and recognition are separate phases In dexing and OCR can be deferred performed later on at any moment Sales ex...

Page 7: ...s smoothly complements such applications as contact managers customer relations managers CRMs personal information managers PIMs general databases spreadsheets or even word processors whose mail merge function allows to print letters enve lopes and labels Or synchronize your Cardiris database with the contacts stored on your PDA your Palm organizer your Windows Mobile Pocket PC handheld device etc...

Page 8: ...XP or Windows 2000 operating system Your Cardiris software may be bundled with the I R I S Card Scanners IRISCard Pro and IRISCard Mini It takes a USB port to connect the scan ner IRISCard Mini and a USB 2 port to connect the scanner IRISCard Pro INSTALLING THE CARDIRIS SOFTWARE The Cardiris software is delivered on an autorunning CD ROM To install simply insert the CD ROM in your CD ROM drive and...

Page 9: ... its electronic counterpart by calling I R I S during working hours and by filling out a registration form on the I R I S web site STARTING THE SOFTWARE UP ClickontheCardirisapplicationinthesubmenu I R I S Applications Cardiris or click on the shortcut to the Cardiris application on your desktop ...

Page 10: ...base SAMPLE CID is opened Use the command Open under the File menu to load another database You can access the databases last loaded directly under the File menu Cardiris starts up in the album view mode it displays 16 business cards in an album like presentation Only the major data fields company name first name and name job title and e mail address are listed ...

Page 11: ... is a crucial concept and we ll discuss it in depth later Click the arrow buttons below to navigate through the business cards you ll turn the pages of the album Or click the Letter buttons they bring you directly to the cards of companies that start with that letter Click the G button and the cursor moves to the first card whose company name starts with the letter G ...

Page 12: ... Card button on the Cardiris toolbar The card view is limited to a single business card It displays the card image the card data or business contact and the personal notes and additional information Click the browse buttons to navigate through the busi ness cards ...

Page 13: ...13 GETTING STARTED This view mode also allows you to scan the back of a business card and to attach a picture a photo of your contact for instance to the business card ...

Page 14: ...y using it A sample database is provided with the software it allows you to get started even when the scanner isn t connected to your computer yet Let s make use of it now Go to the first card of the sample database in the card view You can see its image and the empty data fields company name address phone and fax num ber etc There s ample room for comments below the image in the Notes tab ...

Page 15: ...th the Card Style button Reading business cards from China Japan Singapore South Korea andTaiwan requires the Asian Edition of Cardiris Business cards from these Asian countries in English are supported by the other editions of the Cardiris software ...

Page 16: ...any name e mail address and web site etc When Cardiris recognizes the character string John Williams it knows that John is a first name and Williams a last name In the same way so does the system recognize titles such as vice president engineer cities such as Boise and Chicago states such as Oregon and Maryland etc ...

Page 17: ...ose an address differently than the French do etc Some card styles correspond to several languages Belgium and Canada have two official languages Switzerland has three Cardiris detects the selected language auto matically Click the Recognize button to start the character recognition The image is converted into editable text and the recognized text is assigned to the various fields the company name...

Page 18: ...create a new e mail message for your contact automatically click the URLand you visit his web site promptly There are more AutoActions click the Telephone button in any phone field to call up your contact with the VoIP software Skype click the Routeplanning button to get travel and driving directions to your contact ...

Page 19: ...he command Clear All Fields but Notes under the Edit menu erases all data simultaneously with the exception of the personal notes you enter manually on via the keyboard Click the status button V erified or press F12 to indicate that the card is verified The card status is a crucial concept of Cardiris and you should under stand its meaning fully before you start using the business card organizer e...

Page 20: ...the e mail address tele phone and fax number can be used without any risk etc A color code is used to distinguish the various card statuses new cards are yellow indexed cards are green and verified cards are blue Whether your cards are verified or not Cardiris helps you find and resolve duplicates The software is even flexible you can use broad nets or execute fine searches to detect the duplicate...

Page 21: ...d searched printed exported you name it Let s start with some search capabilities How can you find your contacts back First of all you can limit the view to cards with a specific card status by clicking one of the status selection buttons on the Cardiris toolbar Click the button All Cards to display the business cards of any status ...

Page 22: ... bar indicates which selection is currently enabled and how many cards your selection holds The album view can also be a good indicator that you ve enabled a limited view mode because you ll only see a single color ...

Page 23: ...ick the Search button or press Enter to execute the search When no card meets the search criteria you ll quickly notice it the application window is empty and the status bar confirms that there are no cards to display The Select button executes query by example precision searches This time Cardiris looks for cards that start with the entered character strings not for cards that contain the entered...

Page 24: ...et the one thing we remember for sure is the first name Homer And hooray for computers imagine having to search for that contact in a physical Rolodex that contains some 400 cards To redisplay all cards simply click on the status selection button All Cards ...

Page 25: ...ck Or send them directly to your PDA software or your contact management software Microsoft Outlook Express Business card reading smoothly complements such applications as contact managers databases spreadsheets or even word processors whose mail merge function allows to print letters envelopes and labels Exchanging data with the professional CRM software Microsoft Dynamics CRM requires a special ...

Page 26: ...comprehensive database in its own right the buck doesn t stop here You can import contacts from other databases and you can synchro nize an external database of your handheld computer for instance and the Cardiris database with equal ease SCANNING BUSINESS CARDS We could end our short tutorial here but we haven t scanned yet ...

Page 27: ...is easy the Twain driver is already installed Simply select the scanner as image source with the command Scanner under the Settings menu You must select a scanning resolution of 400 dpi to recognize business cards successfully Use the Twain interface of the I R I S Card Scanners to enable the auto matic scanning mode Give the scan command once and enable the option Scan Automatically in the Twain ...

Page 28: ...ry and the scanned card is inserted in the current database When you re using a flatbed scanner you can scan several business cards simultaneously on the scanner s flatbed and have them segmented by the soft ware The background must be black or white if Cardiris is to extract the various business cards Luckily there s a very simple way of creating a black back ground scan your cards with the lid o...

Page 29: ...he option Detect Cards in Image and let Cardiris handle this issue auto matically The complete page as you scanned it will never appear as such on the com puter screen only the segmented business cards will If you forgot to enable the image splitting before the scanning select the large image and click the command Extract Card s under the Process menu to segment it into the actual card images thro...

Page 30: ...atures of Cardiris However Cardiris is a comprehensive fully featured business card organizer that has many extra features which we did not discuss here You are recommended to consult the on line help system to obtain more information on its numerous capabilities ...