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PDF OCR Explained: When Should You Use It?

Understand what OCR is, how it works on PDF documents, and when it is worth running OCR on your scanned files.

Published September 20, 2024

OCR (optical character recognition) transforms image-based text into searchable, selectable, and editable text. When you scan a document, the result is typically an image of the page, not actual text. OCR bridges this gap by analyzing the image and identifying the characters, making the document searchable and enabling copy-paste. This guide explains how OCR works, when to use it, and what to expect from the results.

What is OCR?

OCR is a technology that recognizes text within images. It analyzes the pixels of an image, identifies shapes that correspond to letters and numbers, and produces a text representation of the image content. Modern OCR engines use machine learning models trained on vast datasets to achieve high accuracy across different fonts, languages, and document layouts.

In the context of PDFs, OCR adds a hidden text layer over the image of each page. The image remains visible, but the text layer makes the document searchable and allows you to select and copy text. This is different from a native PDF, where the text is already encoded as text data.

How OCR works on PDFs

When you run OCR on a scanned PDF, the OCR engine processes each page image, identifies text regions, recognizes the characters, and embeds the recognized text as an invisible layer over the image. The result is a searchable PDF that looks identical to the original scan but has a text layer underneath.

The text layer is positioned to match the visual text on the image, so when you search for a word, the viewer highlights the corresponding area on the page. When you select text, the viewer extracts the text from the hidden layer. This makes the document function like a native PDF for search and copy operations.

When you need OCR

You need OCR when your PDF contains images of text rather than actual text. This is common with scanned documents, photographed documents, and PDFs exported from image-based sources. You can check whether a PDF needs OCR by trying to select text. If you cannot select text, or if selecting produces gibberish, the document likely needs OCR.

Common use cases for OCR include making scanned contracts searchable, digitizing printed forms for data entry, extracting text from photographed receipts, and making old printed documents accessible for screen readers and search engines.

When you do not need OCR

You do not need OCR if your PDF already contains text. PDFs created from word processors, design tools, or digital document systems typically have text encoded as text data. You can verify this by selecting text in the document. If text selection works correctly, the document does not need OCR.

Running OCR on a document that already has text is unnecessary and can sometimes produce a confusing dual-layer result. Always check whether the document already has a text layer before running OCR.

Step-by-step: running OCR on a PDF

1. Open a PDF OCR tool like PDFKit at pdf.explorme.com.

2. Upload or select the scanned PDF file.

3. Choose the language of the document. Most OCR engines support multiple languages, and selecting the correct one improves accuracy.

4. Start the OCR process. The tool analyzes each page and creates a text layer.

5. Download the searchable PDF and test the text selection and search functionality.

6. If the accuracy is not sufficient, try adjusting the image quality or the language settings and run OCR again.

OCR accuracy and limitations

OCR accuracy depends on several factors: the quality of the source image, the font and size of the text, the language, and the document layout. Clean, high-resolution scans with standard fonts produce the best results. Low-resolution scans, handwritten text, unusual fonts, and complex layouts with multiple columns can reduce accuracy.

OCR is not perfect. Even with high-quality input, you may encounter character recognition errors, especially with similar-looking characters (such as l and 1, or O and 0). For legal or critical documents, always review the OCR output and correct any errors.

Common mistakes to avoid

  • Running OCR on a document that already has a text layer. Check whether text selection works before running OCR.
  • Using a low-resolution scan. OCR accuracy depends on image quality. Aim for at least 200 DPI for reliable results.
  • Not selecting the correct language. OCR engines use language models to improve accuracy. Selecting the wrong language can significantly reduce recognition quality.
  • Assuming OCR output is perfect. Always review the recognized text for errors, especially in legal or critical documents.
  • Ignoring document layout. Multi-column layouts, tables, and mixed text-image pages can confuse OCR engines. Check the output carefully for these document types.

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