User Guide

The first thing to do is to register for the service (installation will come later).  To start the registration process, click the 'Register' option in the menu on the left of the Vizimarks Welcome Page. You will then be presented with a short form to apply to become a Vizimarks customer. The fields you need to fill in are as follows:

• Name :

  This is just used as a greeting or salutation.

• Email Address :

  Since each email address is unique, we use this as your identifier. It must be a current and active email address, and will be verifed as part of the registration process. From time to time, we may contact you at this address to advise you of imporovements and developments we make to Vizimarks. For more information about this, please read our Privacy Policy Statement.

• Password :

  This is case sensitive and must be between 5 and 20 characters long, comprising only letters and numbers. Please ensure that you use a memorable password and remember that you are responsible for keeping it secret.

• Challenge Question :

  In case you forget your password, or we need to confirm your identify for another reason, we will ask you this question. You may, if you choose, use your challenge question as a password reminder, in which case your challenge answer would be the same as your password.

• Challenge Answer :

  This is the answer to the challenge question. It should be memorable and obvious to you, but NOT to anyone else. It is important that you keep it confidential as it allows you to change your password. You are responsible for keeping both your password and your challenge answer secret.

Finally, there is a check box to confirm your acceptance of our Terms & Conditions and Privacy Policy, which form your contract with Copyn Limited.

Once your application has been accepted, you will have immediate access to your account. However, you will need to respond to an email that is automatically sent to the email address you provided on the registration form, in order to fully activate your account. Until you respond to this email and confirm your password, some functionality may be restricted; and if you do not respond within 7 days your account may be suspended.

When you have registered you will automatically be logged in.  If you subsequently logout, or try to access Vizimarks on another computer, you will need to log yourself back in to be able to proceed to installation, or to access your scrapbook. To login, click the 'Login' item in the menu on the left of the Vizimarks Welcome Page.  Then enter your email address and password.

As with many internet services, your details will be stored in a cookie so that you don't always have to login if you don't want to.  This means that, for security, you should actively logout if you want to pevent other people accessing your personal scrapbook from your computer.

There is a convenient logout button near the top left corner of your scrapbook. On the Vizimarks Welcome Page, you can tell whether you are logged-in from a welcome message near the top of the screen. If you are logged-in, the welcome message and your name will be shown; if not, there will be no such message.

Before you install Vizimarks, you need to have first registered, and you also need to be logged in.

You only need to undertake the installation process once on each computer you wish to use Vizimarks. After that, the Vizimarks browser extensions will always be available to you, unless you choose to uninstall them.

After you have registered and are logged-in, click the 'Install Vizimarks' item in the menu on the left of the Vizimarks Welcome Page. In the pop-up windows which subsequently appear, follow the instructions for running (not saving) the program. Don't worry if you get a 'signature not found' message - just continue to follow the instructions for running the program.

Finally, to activate the Vizimarks functionality, close all your browser windows and then restart the browser.  You are now ready to start using Vizimarks!

If you are using Netscape 6 please ensure that you have 'write access' to the directory in which Netscape 6 was installed - if you have any difficulties please contact us at help@vizimarks.com.

1. Go to any web-site and put your mouse/cursor over an item of interest.
2. Right-click on the mouse button (i.e. activate the context menu) and you will be presented with a list of options.
3. Choose "Add to myVizimarks" and an 'Element Selection' window will pop up.
4. Choose what to save ('Your Selection') and where you want to save it ('Target Leaf') - for more details see section 5.4.
5. Click OK and a 'Confirmation' window will appear briefly.

Note that sites that make heavy use of Flash or Shockwave need special treatment - see section 5.6 for details.

1. Go to any web site and put your mouse/cursor over an item of interest.
2. Right-click on the mouse button (i.e. activate the context menu) and you will be presented with a list of options.
3. Choose "Quicksave to myVizimarks" and a confirmation window will appear briefly, showing what was saved.

'Quicksave' will automatically put the card in your default leaf. You can move it to another leaf when you next visit your Scrapbook. 'Quicksave' is designed to work when saving images and links. If 'Quicksave' is unable to determine what to capture, the 'Element Selection' window will appear (see section 5.4).

'Launch myVizimarks' opens the Vizimarks Welcome page (www.vizimarks.com) in a new browser window from where you can access your scrapbook.

If you ever add elements when a scrapbook is already open you will need to press refresh/reload to see the newly added cards.

This is where you can choose the specific element you wish to add to your scrapbook. When the window first appears, the 'most obvious' element is displayed (usually the same element that 'Quicksave' would capture). If this is not what you want, click on the 'Your Selection' drop-down selection box and scroll through the options. For each option, the specific element which would be captured is previewed in the lower section of of the Element Selection window.

In this illustration, the user is saving a link to a news story and the default option is highlighted - an image with a link to the news story.

Some of the options you may see in the drop-down selection menu are described below:

You can choose from any of the options appearing in the drop-down menu, to add to your Scrapbook.

Links:

If you select a 'Link' (consisting entirely of text with no images) in the 'Your Selection' drop-down menu, you will be presented with the option to amend the text description associated with it (for instance to something shorter and/or more meaningful). To do this simply edit the text in the box below 'Amend Link Description'.

Images:

If you select 'Image' or 'Text' in the 'Your Selection' drop-down menu, you will be presented with the option to attach the URL of the source page. To do this simply click on the check-box. For example this allows you to create a visual link to an online newspaper using the image of its masthead/logo and attaching the URL to the home page of the online edition.

Target Leaf:

You can choose which leaf you want the card added to, by selecting the appropriate leaf title from the 'Target Leaf' drop-down menu. If you change your mind later, you can also easily move the card to another leaf when you next access your scrapbook.

Tip - Scroll Bars:

You may notice scroll bars appearing within the 'Element Selection' window. This occurs when the selected element is larger than its given frame. You can remove the scroll bars by resizing the card before or after you save the item to your scrapbook - see section 8.1 for details of how to do this. NB a documented bug in NN6/Mozilla means that elements occasionally overflow their frames - resizing the frame eliminates this problem.

In Internet Explorer (not yet available in NN6/Mozilla) you can select a portion of the screen with your mouse by pressing the mouse, dragging it over, and hence highlighting, the area of interest.

This allows you to be more selective about what you wish to save, than the structure of the underlying web page may naturally allow. If you activate the context menu over the selected area and choose "add to myVizimarks" (or possibly the alternative "add text to myVizimarks" which may appear), you will be given the additional option of saving the "Raw Selection".

Note that Raw Selections work best in Internet Explorer version 5.5 or later - if you are using version 5.0 you should consider upgrading to a more recent version to enhance your experience with Vizimarks.

Since Java applets and objects (such as Shockwave and Flash items) often control the context menu, the normal method of element selection cannot be used for such items. Instead, you should activate the context menu elsewhere on the web page (within the same Frame as the applet/object), and then choose "add to myVizimarks". If you do this correctly you will be given the option of saving the applet/object, at the bottom of the 'Your Selection' drop-down menu.

Note that this functionality is currently only available in IE5+ on Windows.

1. Go to the leaf that you want to change.
2. Right click on the leaf tab.
3. Choose a colour from the drop-down menu (TIP: You can see the actual colours available in the drop-down menu).
4. When happy with the colour, click OK. Note that we have found that lighter colours work best.

To re-name the leaf, simply type in the new name you require in the "Change Leaf Title" box and click 'OK'. Vizimarks will automatically re-size the tab in accordance with the length of the title you have chosen.

Simply click the appropriate button on the Leaf Options window.

If you want to create a new category for your Vizimarks cards, simply add in a new leaf,and then change its name.

Note: When moving a leaf, all the cards on that leaf move with it. When deleting a leaf, all the cards on that leaf get deleted too - so do this with care!

Should you wish to copy all the cards and properties of a leaf, simply click on the Copy Leaf button.

In this illustration of the News Clippings leaf you will notice that there are three sub-leaves visible - Finance, Sports and British News.

If you want to add a sub-leaf for the parent leaf you are looking at, type the name you wish to assign to the sub-leaf and click the 'create subleaf' button. This will add a sub-leaf which you can select and customise. To add further sub-leaves you can either (a) add them in the same way or (b) select an existing sub-leaf and add a new leaf from there.

Please DON'T use this option unless someone at Copyn Limited asks you to ...

This can be done from any white corner of the card - to ensure the cursor is in the correct position, move the mouse until you get a cross-hairs symbol (a large "+" sign). Once you get this symbol, click and drag the mouse until you get the size you want. If the card is too small to hold the contents, scroll bars appear automatically (currently NN6/Mozilla the content is cropped instead).

A great feature for images is that if there are no links attached the image itself will rescale (respecting aspect ratios) as you resize the card - ideal for online-photo albums!

If you wish to move a card - simply drag and drop it, using any part of the border (except the white corners) or the Comments box. To ensure the cursor is in the correct position, move the mouse until you get up/down/left/right arrows appearing; then press the mouse button, drag the card until it is where you want it, and finally let go of the mouse button.

Cards can be placed on top of one another, or wherever you want in your Scrapbook.

The Scrapbook is bigger than your screen, so you could put cards "out of sight" (using the scroll bars to navigate your larger 'canvas') and then bring them back when you want to view them.

Cards can also be moved between leaves, simply drag the card to the relevant leaf tab, and when the relevant tab is highlighted, release the mouse. In NN6/Mozilla and IE for MacOS the leaf tab may not be highlighted, but the card can still be dropped onto the leaf tab to which the mouse cursor is pointing.

If you wish to permanently delete a card, drag the card until the mouse cursor (not the card) is over the wastebin in the top right cornet of your Scrapbook, and let go of the mouse. The card will then be permanently deleted.

Right-click on any part of the border (except the white corners) or on the Comments box (that is, move the mouse until you get up/down/left/right arrows appearing, and then right-click) to bring up the card options window. Sections 8.5 - 8.10 will also refer to the card options window.

Changing the background colour is particularly useful if you have captured an image with a transparent background, or text where the background colour has lost.

1. Go to the card that you want to change.
2. Activate the card options window.
3. Choose a colour from the drop down box (TIP: You can see the actual colours available in the drop-down menu.)
4. When you are happy with the colour, click OK.

In the illustration above, the user has changed the background colour to 'WhiteSmoke'. Notice that the comment has also been changed (see section 8.6).

The default border size is set at 3, but this can be changed to anything between 0 - 5.

The default comment says "Comments", but this can be changed to whatever you wish. You can also choose to omit the comment box all together.

Coming soon! ... You can see a preview of the planned functionality by pressing the appropriate button, but you cannot yet send a card.

If you like a particular image/picture in a card, you can make it the background wallpaper of the leaf containing that card (different leaves can have different wallpapers). Simply click on the appropriate button.

Should you want to have a card appear in more than one leaf, you can make a copy of it, and then move the copy to a different leaf.

Right-click on the card's border or comment area, and the card options window will give you the option of copying it. The copy can be moved or dropped onto another leaf as described in 8.2.

If a card contains potentially "live content", you are given the option of setting a reload frequency. For example if you have a live stock price chart, then setting the reload frequency to "15 minutes" would cause this image to be updated every 15 minutes. Note that in Netscape 6, this functionality lacks refinement and can be somewhat unreliable (we aim to release an improved implementation once changes within the Netscape browser make this possible).

In the bottom left corner of any card whose Comment Box is not hidden, you'll see a small white icon that looks like a piece of paper. If you click on this icon, the source page of the element will open in a new browser window.

Next to this icon, you'll see a small © copyright symbol. If you click on this symbol, a dialog window will pop-up reminding you to check for any copyright restrictions on the source site. Please see section 12 for more information about your responsibilities regarding the copyright of third party material.

• IMPORTANT: (a) You don't have to upload your favorites or bookmarks if you don't want to! (b) If you do want to, then you should only undertake the steps below at most once per leaf!  (c) If you do undertake these steps, you won't lose your original favorites or bookmarks.
• Go to the Vizimarks Welcome Page in your main browser window.
• If you are using MS Internet Explorer, click the 'Upload Favorites' item in the menu on the left, and then follow the instructions in the panel on the right.  In the pop-up window, click 'yes' to confirm you want to export your favorites, and then after a few seconds (or longer if you have a lot of favorites!) you will get a message saying 'Successfully exported favorites'. Some users may not get this message, but their favorites may still have been uploaded - check this by following the next few steps (if at the end of these steps it is clear that your favorites have not been uploaded, then please contact help@vizimarks.com for assistance).
• If you are using Netscape 6 this process is a little more involved (we are awaiting an enhancement in Netscape itself to allow us to make the process easier!).  Click the 'Upload Bookmarks' item in the menu on the left, and then follow the instructions in the panel on the right.  Press the 'Browse' button next to 'Upload your Netscape Bookmark File:' (do not enter anything in the text box!!) and a dialog should appear to navigate you to the directory where your 'bookmarks.html' file is stored.  Select it and click 'OK'.  If you do not know where your bookmarks.html file is stored then follow the next step.
• If you are using Netscape 6 and you cannot find your bookmarks file, then you can export a copy to a specific file location. On your browser choose 'Bookmarks' and then 'Manage Bookmarks'.  In the new window choose 'File' and then 'Export Bookmarks'.  Make a careful note of where you save the 'bookmarks.html' file and then repeat the instructions in the previous bullet point, with this exported copy of your bookmarks.
• Whichever browser you are using, return to the Vizimarks Welcome Page and click the 'Go to myVizimarks' item in the menu on the left.  Click on the tab of the leaf which you chose to upload your favorites/bookmarks to.  Then click on the bookmarks/favorites button near the top left corner of the screen (or alternatively hold the 'shift' key down while you click again on the relevant leaf tab with the mouse). The contents of your leaf will shift to the right and, after a couple of seconds, all your favorites or bookmarks will appear neatly laid out on the left:
• You can open and close folders by clicking on them.
• You can rearrange them by dragging and dropping them.
• Try dragging one onto the leaf to the right of the list and see what happens!
• To close the list of text based links, simply click on the bookmarks/favorites button (or 'shift-click' on the relevant leaf tab) again.

1. Go into your Scrapbook and choose the leaf where you uploaded your text-based links.
2. Click on the favorites/bookmarks button near the top left corner of your scrapbook.
3. Alternatively, hold down the 'shift key' and click on the relevant leaf tab.

Here are some IE favorites which were uploaded into a sample Vizimarks scrapbook. The original file structure has been maintained, and the folders can be expanded or collapsed as you'd expect. These Vizimarks enhanced favorites/bookmarks are referred to as 'Text Based Links', and can be manipulated in a similar fashion to Vizimarks cards.

1. Click on the link to open a new window at the web location specified in the text based link.

This image shows a link to an Indian Spice company highlighted as part of the list of text based links.

If you wish to move a text based link from a card to the main list, drag the card and drop it where you want it to appear in the list. You will notice a red line on the item above where it will be dropped, or a blue line on the item directly below.

You can also drop the card into a folder. Dragging and holding a text based link over a folder will cause the folder to open - the text based link can then be dropped into the folder. As you drag and drop text based links you will see them flash 'red' momentarily - this is to indicate that your data is being updated for these items! Note that you can add more links to a Vizimarks card than it already contains, by simply dragging and dropping them from the main list or from other cards into the given card.

It is easy to hide the list of links:

1. Click again on the favorites/bookmarks button near the top left corner of your scrapbook.
2. Alternatively, hold down the 'shift key' and click on the relevant leaf tab.

To see the list again simply repeat!

When a text based link or a folder is highlighted by the mouse, other ways to manipulate them are available;

• Type 'e' to edit the link/folder itself or its description.
• Type 'd' to delete the link/folder.
• Type 'n' to add a new folder which can then be renamed and moved as required.