Microtek SCAN-IN-DEX 1000 User manual

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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.
I49-003741A
May 2004
Microtek Lab, Inc.
16941 KeeganAvenue, Carson, CA90746
Main: 310-687-5800, Fax: [phone], http://www.microtekusa.com
Microtek International, Inc.
6, Industry East Road 3, Science Based Industrial Park, Hsinchu 30077,Taiwan
Tel: [phone], Fax: [phone], http://www.microtek.com

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Contents
Chapter 1 Scan-in-Dex Product Features ................................................ 1
Chapter 2 Installing Scan-in-Dex ........................................................... 4
Installing software first ................................................. 4
Installing hardware first ................................................. 4
Calibration ........................................................................... 6
Chapter 3 Features .............................................................................. 7
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

Microtek Scan-in-Dex User Guide 1
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.Abackground-removal technology is also utilized,
separating text from color-filled backgrounds. Scan-in-Dex lets you export data to your
computer, Windows 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 hassle-
free 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 sub-
categories.
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
Various 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 andAccess. Specific fields to be exported can be
selected, and Scan-in-Dex also supports file formats such as CSVandVCF, etc.

Microtek Scan-in-Dex User Guide 3
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.You 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 on-
screen 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, clickYes to
complete the hardware installation.
After restarting the computer, the
Scan-in-Dex Manager appears on
theWindows 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.
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.

Microtek Scan-in-Dex User Guide 5
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 isWindows XPcompatible”
appears, choose ContinueAnyway.
4. When this screen appears, installation
is completed. Click Finish to end the
driver installation.
5. Following installation of the Scan-in-
Dex hardware driver, launch the
Setup.exe program from the CD to
continue installing the Scan-in-Dex
software.

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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.
Calibration
When Scan-in-Dex is run for the first
time, the CalibrationWizard will appear.
Insert the calibration card that comes with
your Scan-in-Dex, then click OK. Scan-in-
Dex 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.

Microtek Scan-in-Dex User Guide 7
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 icon will also appear on the lower
right corner of the task bar.You 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 CalibrationWizard 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»
• Click «Edit / Calibration» on the Scan-
in-Dex management screen to launch
the CalibrationWizard

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B. Selecting your settings
From the «Scan-in-Dex Manager» menu bar, select «Scan Setting» to activate the Setting
screen.When the Setting dialog box appears, specify your options.
•Scan Rule: If you check «Continuous
Scan», cards are automatically scanned
if you put in another card within 30
seconds — without you having to click
the Scan button again.Take note of the
following:
If the cards to be scanned consist of
different individual cards, select
«Single».
If the cards being scanned are the front
and back of the same card, select
«Double» so that the front and back
information are combined and stored as
a single card with two scanning passes.
•Recognition:Scan-in-Dex can
recognize multiple languages, including
English, German, French, Italian,
Spanish, Dutch, and Chinese.
In addition, when scanning both sides
of a card, you can choose to recognize a
different language on each side of the
card.
•Edit data before export: After a card
is scanned and recognized, an editing
screen appears to let you edit or change
card information before the card is
exported to another application
software.

Microtek Scan-in-Dex User Guide 9
Scanning with the Scan-in-Dex Manager
Scan-in-Dex Manager can store card information directly in many application programs,
including Scan-in-Dex, Outlook, Outlook Express, PocketPC, and Palm. It can also
transmit card information to mobile phones and palm devices via infrared waves.
1. From the main menu, choose the
«Export Platform» command. In the
dialog box that opens, check the
applications or hardware to which you
would like to export, and select an
appropriate port.
2. Under the Scan-in-Dex Manager
active mode, place the card in the
card scanner, then press the button on
the card scanner to start scanning.
3. When the «Recognizing» process is
complete, the card information is
stored automatically in your selected
applicationprogram.
Note: If the color of the scanned
picture is too dark or too light and
thus affects recognition accuracy,
calibrate the scanner to eliminate
color variance. For more details, see
the Calibration section in Chapter 2
and at the beginning of this chapter.

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Using Scan-in-Dex
Microtek Scan-in-Dex is a supplementary card database management software for Scan-
in-Dex Manager. In addition to scanning and recognizing cards, it can categorize, manage,
search, add/delete, and check duplicate data.
Opening Scan-in-Dex
Select «Start / Programs / Microtek Scan-
in-Dex / Microtek Scan-in-Dex».When
the Scan-in-Dex program starts, login as a
user.
Multifunction viewing window
Microtek Scan-in-Dex has screens such as
«View by category», «Card data list»,
«Scheduler» and «Card graphic view».
You can start with «View / View mode»,
or select a suitable viewing mode from the
view-interchange button at the bottom
right corner of the interface).
A. Categorized viewing pane
This lists all the categories and surnames
for direct choosing and viewing. Each
newly added card is moved automatically
to its category according to last name.

Microtek Scan-in-Dex User Guide 11
C. Calendar Management Pane
The calendar management area includes three viewing modes: «Daily», «Monthly» and
«Events». «Daily» records your daily schedules. «Monthly» displays dates. «Events» lists
all the contents.
B. Card information list
The card information list displays card information in the category that you have
selected in the categorized viewing pane.
Tip:
• Click the field title or right-click the
field to rearrange cards in ascending or
descending order.
• Hold the left mouse button down on
any field, then drag-and-drop the field
to a new location.
Indicates that the card has a
customized ringing alert.
Indicates that the card has data in
it. Click on this icon to check out
related card data.
Daily
Monthly
Events

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D. Card Image Viewing
You can enlarge your view of the scanned card
graphic by right-clicking the mouse over the
graphic.To close the graphic, right-click on it
again.
Inserting cards
Insert the card in Scan-in-Dex, then press the scan button to start scanning. When done,
the information is automatically saved to the correct fields.
Tip: To use the scan function, you can also
click this button . In addition, you can
click on the pull-down button to the right
of the button shown above and choose
your scan options.This will launch the
«Scan options» dialog box, and set up the
scanning method you need.

Microtek Scan-in-Dex User Guide 13
Alternatively, you may open «View /
Option», launch the «Option / Scan
options» dialog box, and choose the
scanning method you need.
Unedited cards will appear in bold in the
card management window. The
«Unedited» tag will appear in front of the
record.
«Unedited» tag indicates that the
card is being stored directly to
the card management screen after
scanning without being edited.
Indicates that the card consists of
card image information.
Indicates that the card has
double-sided card imagery data.
Indicates that the card has photo
data.
Indicates that the card has single-
sided card imagery and photo
data.
Indicates that the card has
double-sided card imagery and
photo data.
Indicates that the card has been
exported previously.

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On the card management screen, click a
selection of data, and then right-click to
open the function list.You can add cards
that belong to the same company,
interchange the front/back side, change
category, send E-mail, open front page, or
delete the selected data.
In the delete function, you can choose to
delete all record / image data. Inside the
image data, you can also choose to delete
the front / back side of the card, or photo,
or all data.
When a mouse is moved over to certain
information at certain fields, information
content (including both front and back
information) from that particular field will
open up inTip format.When the mouse
moves away, the detailed content closes.
You can select two cards with front
information, then right-click the mouse to
choose «Merge». Select one of the cards
from the pop-up dialog box as the front
side and click «OK». The two pieces of
information will be combined as the front
and back sides of one card.

Microtek Scan-in-Dex User Guide 15
Checking duplicate data
If you have duplicate cards in your card
data, you can launch «Edit / Find
Duplicates by Name».
This will list all cards with duplicate
names on your card data index, allowing
you to check and modify card information
as necessary.
Continuous double-sided scanning
If you wish to continue scanning a double-
sided business card, remember to select
«Continuous Scan / Double» from the
Scan-in-Dex Manager setting screen.
Insert the front side of the business card
into the Card Reader, and after it is
scanned and recognized, insert the back
side again to continue scanning.
Information on both the front and back
side will be stored together when
recognizing is complete.You can switch
between «Front / Back» image from the
image area.
If you wish to continue to scan another
card front right after scanning one front
side, press the button on the Card Reader
to start scanning the front again.
Otherwise, the card will be scanned as
though it is to form the back side of the
scan.
You may separate one double-sided entry
into two different cards. Choose a card that
has data on both the front and back side,
then right-click to choose «UnMerge» to
separate the front / back side of the card
into two different cards.