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Document Digitisation: From Paper Records to Searchable Information

A practical guide to scanning, OCR, metadata, quality control, indexing and digital record workflows.

Start with the information workflow

Digitisation is more than creating image files. The useful outcome is a structured information flow in which records can be identified, searched, retrieved and managed.

Scanning and image quality

Source condition, page size, colour requirements, resolution, file formats and quality control affect the usefulness of the resulting digital records.

OCR, metadata and indexing

OCR can make text searchable, while metadata and indexing create structured ways to find records. The right fields depend on how the organisation actually retrieves information.

Quality control matters

Large-scale digitisation needs sampling, exception handling and defined quality criteria. A repeatable QC process helps prevent errors from becoming part of the final archive.

This article is intended as practical information for organisations evaluating technology. Project requirements vary by environment, information quality and operating process.