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Optical Character Recognition (OCR) turns images of text—scans, smartphone photos, PDFs—into machine-readable strings and, increasingly, structured data. Modern OCR is a pipeline that cleans an image, finds text, reads it, and exports rich metadata so downstream systems can search, index, or extract fields. Two widely used output standards are hOCR, an HTML microformat for text and layout, and ALTO XML, a library/archives-oriented schema; both preserve positions, reading order, and other layout cues and are supported by popular engines like Tesseract.

A quick tour of the pipeline

Preprocessing. OCR quality starts with image cleanup: grayscale conversion, denoising, thresholding (binarization), and deskewing. Canonical OpenCV tutorials cover global, adaptive and Otsu thresholding—staples for documents with nonuniform lighting or bimodal histograms. When illumination varies within a page (think phone snaps), adaptive methods often outperform a single global threshold; Otsu automatically picks a threshold by analyzing the histogram. Tilt correction is equally important: Hough-based deskewing (Hough Line Transform) paired with Otsu binarization is a common and effective recipe in production preprocessing pipelines.

Detection vs. recognition. OCR is typically split into text detection (where is the text?) and text recognition (what does it say?). In natural scenes and many scans, fully convolutional detectors like EAST efficiently predict word- or line-level quadrilaterals without heavy proposal stages and are implemented in common toolkits (e.g., OpenCV’s text detection tutorial). On complex pages (newspapers, forms, books), segmentation of lines/regions and reading order inference matter:Kraken implements traditional zone/line segmentation and neural baseline segmentation, with explicit support for different scripts and directions (LTR/RTL/vertical).

Recognition models. The classic open-source workhorse Tesseract (open-sourced by Google, with roots at HP) evolved from a character classifier into an LSTM-based sequence recognizer and can emit searchable PDFs, hOCR/ALTO-friendly outputs, and more from the CLI. Modern recognizers rely on sequence modeling without pre-segmented characters. Connectionist Temporal Classification (CTC) remains foundational, learning alignments between input feature sequences and output label strings; it’s widely used in handwriting and scene-text pipelines.

In the last few years, Transformers reshaped OCR. TrOCR uses a vision Transformer encoder plus a text Transformer decoder, trained on large synthetic corpora then fine-tuned on real data, with strong performance across printed, handwritten and scene-text benchmarks (see also Hugging Face docs). In parallel, some systems sidestep OCR for downstream understanding: Donut (Document Understanding Transformer) is an OCR-free encoder-decoder that directly outputs structured answers (like key-value JSON) from document images (repo, model card), avoiding error accumulation when a separate OCR step feeds an IE system.

Engines and libraries

If you want batteries-included text reading across many scripts, EasyOCR offers a simple API with 80+ language models, returning boxes, text, and confidences—handy for prototypes and non-Latin scripts. For historical documents, Kraken shines with baseline segmentation and script-aware reading order; for flexible line-level training, Calamari builds on the Ocropy lineage (Ocropy) with (multi-)LSTM+CTC recognizers and a CLI for fine-tuning custom models.

Datasets and benchmarks

Generalization hinges on data. For handwriting, the IAM Handwriting Database provides writer-diverse English sentences for training and evaluation; it’s a long-standing reference set for line and word recognition. For scene text, COCO-Text layered extensive annotations over MS-COCO, with labels for printed/handwritten, legible/illegible, script, and full transcriptions (see also the original project page). The field also relies heavily on synthetic pretraining: SynthText in the Wild renders text into photographs with realistic geometry and lighting, providing huge volumes of data to pretrain detectors and recognizers (reference code & data).

Competitions under ICDAR’s Robust Reading umbrella keep evaluation grounded. Recent tasks emphasize end-to-end detection/reading and include linking words into phrases, with official code reporting precision/recall/F-score, intersection-over-union (IoU), and character-level edit-distance metrics—mirroring what practitioners should track.

Output formats and downstream use

OCR rarely ends at plain text. Archives and digital libraries prefer ALTO XML because it encodes the physical layout (blocks/lines/words with coordinates) alongside content, and it pairs well with METS packaging. The hOCR microformat, by contrast, embeds the same idea into HTML/CSS using classes like ocr_line and ocrx_word, making it easy to display, edit, and transform with web tooling. Tesseract exposes both—e.g., generating hOCR or searchable PDFs directly from the CLI (PDF output guide); Python wrappers like pytesseract add convenience. Converters exist to translate between hOCR and ALTO when repositories have fixed ingestion standards—see this curated list of OCR file-format tools.

Practical guidance

  • Start with data & cleanliness. If your images are phone photos or mixed-quality scans, invest in thresholding (adaptive & Otsu) and deskew (Hough) before any model tuning. You’ll often gain more from a robust preprocessing recipe than from swapping recognizers.
  • Choose the right detector. For scanned pages with regular columns, a page segmenter (zones → lines) may suffice; for natural images, single-shot detectors like EAST are strong baselines and plug into many toolkits (OpenCV example).
  • Pick a recognizer that matches your text. For printed Latin, Tesseract (LSTM/OEM) is sturdy and fast; for multi-script or quick prototypes, EasyOCR is productive; for handwriting or historical typefaces, consider Kraken or Calamari and plan to fine-tune. If you need tight coupling to document understanding (key-value extraction, VQA), evaluate TrOCR (OCR) versus Donut (OCR-free) on your schema—Donut may remove a whole integration step.
  • Measure what matters. For end-to-end systems, report detection F-score and recognition CER/WER (both based on Levenshtein edit distance; see CTC); for layout-heavy tasks, track IoU/tightness and character-level normalized edit distance as in ICDAR RRC evaluation kits.
  • Export rich outputs. Prefer hOCR /ALTO (or both) so you keep coordinates and reading order—vital for search hit highlighting, table/field extraction, and provenance. Tesseract’s CLI and pytesseract make this a one-liner.

Looking ahead

The strongest trend is convergence: detection, recognition, language modeling, and even task-specific decoding are merging into unified Transformer stacks. Pretraining on large synthetic corpora remains a force multiplier. OCR-free models will compete aggressively wherever the target is structured outputs rather than verbatim transcripts. Expect hybrid deployments too: a lightweight detector plus a TrOCR-style recognizer for long-form text, and a Donut-style model for forms and receipts.

Further reading & tools

Tesseract (GitHub) · Tesseract docs · hOCR spec · ALTO background · EAST detector · OpenCV text detection · TrOCR · Donut · COCO-Text · SynthText · Kraken · Calamari OCR · ICDAR RRC · pytesseract · IAM handwriting · OCR file-format tools · EasyOCR

Frequently Asked Questions

What is OCR?

Optical Character Recognition (OCR) is a technology used to convert different types of documents, such as scanned paper documents, PDF files or images captured by a digital camera, into editable and searchable data.

How does OCR work?

OCR works by scanning an input image or document, segmenting the image into individual characters, and comparing each character with a database of character shapes using pattern recognition or feature recognition.

What are some practical applications of OCR?

OCR is used in a variety of sectors and applications, including digitizing printed documents, enabling text-to-speech services, automating data entry processes, and assisting visually impaired users to better interact with text.

Is OCR always 100% accurate?

While great advancements have been made in OCR technology, it isn't infallible. Accuracy can vary depending upon the quality of the original document and the specifics of the OCR software being used.

Can OCR recognize handwriting?

Although OCR is primarily designed for printed text, some advanced OCR systems are also able to recognize clear, consistent handwriting. However, typically handwriting recognition is less accurate because of the wide variation in individual writing styles.

Can OCR handle multiple languages?

Yes, many OCR software systems can recognize multiple languages. However, it's important to ensure that the specific language is supported by the software you're using.

What's the difference between OCR and ICR?

OCR stands for Optical Character Recognition and is used for recognizing printed text, while ICR, or Intelligent Character Recognition, is more advanced and is used for recognizing hand-written text.

Does OCR work with any font and text size?

OCR works best with clear, easy-to-read fonts and standard text sizes. While it can work with various fonts and sizes, accuracy tends to decrease when dealing with unusual fonts or very small text sizes.

What are the limitations of OCR technology?

OCR can struggle with low-resolution documents, complex fonts, poorly printed texts, handwriting, and documents with backgrounds that interfere with the text. Also, while it can work with many languages, it may not cover every language perfectly.

Can OCR scan colored text or colored backgrounds?

Yes, OCR can scan colored text and backgrounds, although it's generally more effective with high-contrast color combinations, such as black text on a white background. The accuracy might decrease when text and background colors lack sufficient contrast.

What is the PDF format?

Portable Document Format

The Portable Document Format (PDF) is a versatile file format developed by Adobe Systems in 1993. It is designed to present documents, including text formatting and images, in a manner independent of application software, hardware, and operating systems. PDFs can encapsulate a wide variety of content including text, fonts, vector graphics, raster images, and other information needed to display the document as it was intended. The format has become a standard for the exchange of documents across different platforms and is widely used in business, education, and government.

PDF supports several types of images, which can be broadly categorized into two groups: vector images and raster images. Vector images are made up of paths defined by mathematical equations, which makes them scalable without loss of quality. They are ideal for illustrations, logos, and text. Raster images, on the other hand, are composed of a fixed grid of pixels and are used for photographs and digital artwork. They can lose quality when scaled up or down. PDFs can contain both types of images, and they can be compressed using various algorithms to reduce file size without significantly compromising quality.

When an image is embedded in a PDF, it is typically compressed to reduce the file size. PDF supports several compression algorithms for this purpose. For raster images, lossy compression methods like JPEG are often used for photographs, as they can significantly reduce file size with minimal visible loss of quality. Lossless compression methods such as PNG and TIFF are used when image quality is paramount. For vector images, compression is achieved through the use of efficient mathematical representations of the image paths, and the use of compression algorithms like ZIP can be applied to reduce the size of these representations.

The process of embedding an image in a PDF involves several steps. First, the image is encoded using a specific compression algorithm. The encoded image data is then embedded within the PDF file structure, along with information about the image's dimensions, resolution, and color space. The PDF also stores information about how the image should be rendered, including any transformations such as scaling, rotation, or cropping that should be applied when the document is viewed or printed.

Color management is an important aspect of PDF images. PDFs support various color spaces such as DeviceRGB, DeviceCMYK, and DeviceGray, as well as more sophisticated color spaces like CalRGB and ICC-based color spaces that allow for more accurate color reproduction across different devices. When an image is embedded in a PDF, its color space is defined, and if necessary, color profiles can be embedded to ensure that the colors are displayed consistently on different devices.

Transparency is another feature supported by PDF images. This allows images to have varying levels of opacity, which can be used to create complex visual effects. Transparency in PDFs is handled through the use of special blending modes that determine how the colors of transparent objects are blended with the colors of objects behind them. This feature is particularly useful for overlaying images on top of one another or for incorporating text that overlays an image.

PDF also supports the inclusion of metadata within image files. This metadata can include information about the image such as the author, copyright, creation date, and keywords. This information can be useful for document management and retrieval, as well as for ensuring that proper credit is given for the use of copyrighted images. Metadata is stored in a standardized format within the PDF, making it easily accessible and readable by various software applications.

Security is a key feature of the PDF format, and this extends to images within PDF documents. PDFs can be encrypted, and access to them can be controlled through the use of passwords. This means that sensitive images embedded in PDFs can be protected from unauthorized access. Additionally, PDFs support digital signatures, which can be used to verify the authenticity and integrity of a document, including any images it contains.

The PDF format is also designed for accessibility, which means that it supports features that make documents usable by people with disabilities. For images, this includes the ability to include alternative text descriptions that can be read by screen readers. This ensures that the information conveyed by images is accessible to users who are visually impaired.

When it comes to printing, PDFs are highly reliable due to their self-contained nature. All the necessary information to accurately reproduce the document, including images, is embedded within the file. This means that a PDF will print the same way on any printer, regardless of the device or software being used. This is particularly important for documents that require precise layout and high-quality images, such as brochures and magazines.

PDF files can be interactive, and this extends to images as well. Images in a PDF can be hyperlinked, meaning that clicking on an image can take the user to a different part of the document or even to an external website. Additionally, PDFs can include form fields, annotations, and other interactive elements that can be associated with images, enhancing the user experience and the functionality of the document.

The creation and manipulation of PDFs, including the embedding and editing of images, can be done using a variety of software tools. Adobe Acrobat is the most well-known PDF editor, but there are many other tools available, including free and open-source options. These tools allow users to insert images into PDFs, resize and crop them, adjust their properties, and perform other editing tasks. Advanced PDF editing software can also perform optical character recognition (OCR) on images, converting text within images into searchable and editable text.

In terms of file structure, a PDF document is composed of objects that define the content of the document. These objects are organized into a hierarchical structure known as the document's 'object tree.' Images are embedded within this structure as 'image objects.' Each image object contains the stream of compressed image data, as well as a dictionary that defines the properties of the image, such as its type, width, height, color space, and any filters applied for compression.

The PDF specification has evolved over time and is now maintained by the International Organization for Standardization (ISO) as ISO 32000. This standardization ensures that PDF remains an open format and that documents created using different software and platforms can be reliably exchanged and viewed. The specification includes detailed information on how images should be formatted and embedded within PDF files, ensuring consistency across the wide range of software that can create and read PDF documents.

In conclusion, the PDF image format is a complex and feature-rich component of the PDF standard. It supports a wide range of image types and compression algorithms, sophisticated color management, transparency, and metadata. PDFs provide robust security features, accessibility options, and reliable printing capabilities. The interactive features of PDF images enhance the user experience, and the standardized structure of PDF files ensures compatibility across different platforms and devices. As a result, PDF remains one of the most widely used formats for document exchange, and understanding its capabilities with regard to images is essential for anyone working with digital documents.

Supported formats

AAI.aai

AAI Dune image

AI.ai

Adobe Illustrator CS2

AVIF.avif

AV1 Image File Format

BAYER.bayer

Raw Bayer Image

BMP.bmp

Microsoft Windows bitmap image

CIN.cin

Cineon Image File

CLIP.clip

Image Clip Mask

CMYK.cmyk

Raw cyan, magenta, yellow, and black samples

CUR.cur

Microsoft icon

DCX.dcx

ZSoft IBM PC multi-page Paintbrush

DDS.dds

Microsoft DirectDraw Surface

DPX.dpx

SMTPE 268M-2003 (DPX 2.0) image

DXT1.dxt1

Microsoft DirectDraw Surface

EPDF.epdf

Encapsulated Portable Document Format

EPI.epi

Adobe Encapsulated PostScript Interchange format

EPS.eps

Adobe Encapsulated PostScript

EPSF.epsf

Adobe Encapsulated PostScript

EPSI.epsi

Adobe Encapsulated PostScript Interchange format

EPT.ept

Encapsulated PostScript with TIFF preview

EPT2.ept2

Encapsulated PostScript Level II with TIFF preview

EXR.exr

High dynamic-range (HDR) image

FF.ff

Farbfeld

FITS.fits

Flexible Image Transport System

GIF.gif

CompuServe graphics interchange format

HDR.hdr

High Dynamic Range image

HEIC.heic

High Efficiency Image Container

HRZ.hrz

Slow Scan TeleVision

ICO.ico

Microsoft icon

ICON.icon

Microsoft icon

J2C.j2c

JPEG-2000 codestream

J2K.j2k

JPEG-2000 codestream

JNG.jng

JPEG Network Graphics

JP2.jp2

JPEG-2000 File Format Syntax

JPE.jpe

Joint Photographic Experts Group JFIF format

JPEG.jpeg

Joint Photographic Experts Group JFIF format

JPG.jpg

Joint Photographic Experts Group JFIF format

JPM.jpm

JPEG-2000 File Format Syntax

JPS.jps

Joint Photographic Experts Group JPS format

JPT.jpt

JPEG-2000 File Format Syntax

JXL.jxl

JPEG XL image

MAP.map

Multi-resolution Seamless Image Database (MrSID)

MAT.mat

MATLAB level 5 image format

PAL.pal

Palm pixmap

PALM.palm

Palm pixmap

PAM.pam

Common 2-dimensional bitmap format

PBM.pbm

Portable bitmap format (black and white)

PCD.pcd

Photo CD

PCT.pct

Apple Macintosh QuickDraw/PICT

PCX.pcx

ZSoft IBM PC Paintbrush

PDB.pdb

Palm Database ImageViewer Format

PDF.pdf

Portable Document Format

PDFA.pdfa

Portable Document Archive Format

PFM.pfm

Portable float format

PGM.pgm

Portable graymap format (gray scale)

PGX.pgx

JPEG 2000 uncompressed format

PICT.pict

Apple Macintosh QuickDraw/PICT

PJPEG.pjpeg

Joint Photographic Experts Group JFIF format

PNG.png

Portable Network Graphics

PNG00.png00

PNG inheriting bit-depth, color-type from original image

PNG24.png24

Opaque or binary transparent 24-bit RGB (zlib 1.2.11)

PNG32.png32

Opaque or binary transparent 32-bit RGBA

PNG48.png48

Opaque or binary transparent 48-bit RGB

PNG64.png64

Opaque or binary transparent 64-bit RGBA

PNG8.png8

Opaque or binary transparent 8-bit indexed

PNM.pnm

Portable anymap

PPM.ppm

Portable pixmap format (color)

PS.ps

Adobe PostScript file

PSB.psb

Adobe Large Document Format

PSD.psd

Adobe Photoshop bitmap

RGB.rgb

Raw red, green, and blue samples

RGBA.rgba

Raw red, green, blue, and alpha samples

RGBO.rgbo

Raw red, green, blue, and opacity samples

SIX.six

DEC SIXEL Graphics Format

SUN.sun

Sun Rasterfile

SVG.svg

Scalable Vector Graphics

TIFF.tiff

Tagged Image File Format

VDA.vda

Truevision Targa image

VIPS.vips

VIPS image

WBMP.wbmp

Wireless Bitmap (level 0) image

WEBP.webp

WebP Image Format

YUV.yuv

CCIR 601 4:1:1 or 4:2:2

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