A record ID and recognized words do different jobs.
- record_id
- ILLUSTRATIVE: ENG-024
- series
- Plans
- date
- 1982-04-20
Agreed fields support exact retrieval.
Recognized words can support keyword search.
Indexing and OCR work together.
record_id: DRAW-0124
date: 1982-04-20
source: CARD-017Retrieve by agreed, reviewed fields.Recognized words from the image can support keyword search.
Recognition varies with source quality.Use OCR as an access layer
OCR can be delivered as a searchable text layer in a PDF, separate plain-text files, or a structured output such as ALTO or HOCR when specified. Each form connects text with an image but serves a different downstream use. The original captured image remains the visual evidence of the source; searchable text does not replace or improve the historical record.
Indexing has a different role. It creates structured fields for consistent retrieval by identifiers, dates, titles, report periods, or other approved values. A user may search OCR for an unknown phrase, while an index can route directly to a known case or drawing number. Strong projects often use both approaches.
Know what can reduce recognition
High reduction, small characters, poor original filming, uneven density, low contrast, out-of-focus images, scratches, dirt, cropped content, complex columns, unusual fonts, and faint text can make OCR less reliable. Handwriting should be treated as a separately defined recognition or transcription question, not as an automatic extension of typed-text OCR.
The Library of Congress notes that OCR inaccuracies complicate text searching in historical newspaper material. That is a useful principle for other historical or film-derived collections: text search can be valuable even when it is incomplete. Avoid an accuracy percentage unless it comes from an agreed measurement on the actual project material.
| Source condition | Likely planning response |
|---|---|
| Clear printed report pages | Evaluate OCR on representative pages and define text output |
| High-reduction fiche | Test legibility, frame boundaries, and search usefulness |
| Faint or uneven film | Preserve source image; define exceptions and review needs |
| Handwritten annotations | Identify for separately scoped transcription or review |
| Complex engineering drawings | Use OCR as title-block/label aid, not a replacement for raster image |
Define a sample and exception approach
A representative test should reflect normal material and difficult material, including varying density, reduction, page layout, fonts, or damage. Agree whether the aim is broad text search, high-value field extraction, searchable PDFs, separate text files, or a defined review process. Record the language set and how unreadable or uncertain text will be indicated.
Fictional example — no PII: a sample may show that typed report headings are useful for search while small tabular columns need a structured index for reliable retrieval. The resulting scope can state OCR as a discovery feature and use report period plus frame number as required fields.
Keep OCR tied to the right record
A stable record ID connects an image or PDF with its OCR text, source carrier reference, and metadata. A manifest can record OCR status such as complete, not attempted, or exception review, without representing an uncertain page as a fully verified transcription. This is useful when the collection is later imported into a repository.
National Microfilm reviews OCR output, indexing needs, and exceptions with the project’s desired access and delivery workflow. Requirements are defined around the available material; no universal OCR accuracy or handwritten-text result is assumed.
Common questions
Will OCR make handwriting searchable?
Not automatically. Handwriting needs a separately defined recognition, transcription, or review approach.
Can searchable PDF replace the original image?
No. A searchable PDF can combine an image and text layer, but the raster image remains the record of what was captured.
Should OCR be used for critical identifiers?
It can assist, but reliable retrieval fields should have a documented source and exception approach.
Sources & further reading
These references explain technical formats, standards or destination requirements. They do not imply endorsement of National Microfilm.