RETRIEVAL LAYERS

A record ID and recognized words do different jobs.

Structured index
record_id
ILLUSTRATIVE: ENG-024
series
Plans
date
1982-04-20

Agreed fields support exact retrieval.

OCR text layer

Recognized words can support keyword search.

Illustrative record ID and text shown for explanation only. OCR usefulness varies with source quality and does not verify critical fields.
TWO WAYS TO FIND A RECORD

Indexing and OCR work together.

Structured indexrecord_id: DRAW-0124
date: 1982-04-20
source: CARD-017
Retrieve by agreed, reviewed fields.
OCR text layer

Recognized words from the image can support keyword search.

Recognition varies with source quality.
Fictional identifiers shown for explanation. OCR is not a replacement for an agreed index or verification of critical fields.

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 conditionLikely planning response
Clear printed report pagesEvaluate OCR on representative pages and define text output
High-reduction ficheTest legibility, frame boundaries, and search usefulness
Faint or uneven filmPreserve source image; define exceptions and review needs
Handwritten annotationsIdentify for separately scoped transcription or review
Complex engineering drawingsUse 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.

CLEAR ANSWERS

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.