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Microsoft Azure Cognitive Services

Form Recognizer

Ed Freitas

This course will teach you how to use and work with Azure Cognitive Services: Forms Recognizer, which extracts text and data from scanned documents, going beyond traditional OCR. It is also able to learn from new document models.

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This course will teach you how to use and work with Azure Cognitive Services: Forms Recognizer, which extracts text and data from scanned documents, going beyond traditional OCR. It is also able to learn from new document models.

Azure Cognitive Services: Forms Recognizer can help you better maintain compliance with document archival rules by flagging data that may require manual input. In this course, Microsoft Azure Cognitive Services: Forms Recognizer, you will learn to use OCR technology built into Azure to extract text and key-value pairs of data from PDF documents and images.

First, you will explore how to detect printed text within an image or PDF document.

Next, you will discover how to detect key-value pairs in images or PDF documents automatically so that they can retain the inherent context of the document without any manual intervention.

Then, you will learn how to use Forms Recognizer’s machine learning capabilities to add new document layouts and types of documents, known as models.

Finally, you will understand how to preserve the composition of data stored in tables during extraction.

When finished with this course, you will have the skills and knowledge of how to use the Forms Recognizer service to create smart search indexes, build automated approval workflows, as well as being able to export data contained within those documents to other systems.

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What's inside

Syllabus

Course Overview
Getting Started with Form Recognizer
Document Processing with Form Recognizer

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides a solid foundation in Azure's OCR technology for automated data recognition
Teaches how to enhance compliance by detecting data that may require manual input
Offers hands-on experience with Azure's document processing capabilities
Provides a strong mix of theoretical knowledge and practical exercises
Builds a foundation in key-value pair extraction, which is a valuable skill in data analysis
Teaches how to create custom document models for specialized use cases

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Azure Cognitive Services: Form Recognizer with these activities:
Document Understanding Resource Collection
Compile a comprehensive collection of resources, including articles, tutorials, and code examples, on OCR and Forms Recognizer, providing a valuable reference for yourself and others.
Show steps
  • Search for resources on OCR
  • Search for resources on Forms Recognizer
  • Organize the resources into a collection
  • Share the collection with others
Review Image Processing Fundamentals
Strengthen your understanding of the underlying concepts of image processing, which is crucial for comprehending how Forms Recognizer operates and extracts data from documents.
Browse courses on Image Processing
Show steps
  • Review online resources on image processing
  • Look at examples of image processing algorithms
OCR Documents
Gain hands-on experience with OCR on various types of documents to solidify your understanding of Forms Recognizer's capabilities.
Show steps
  • Upload a document
  • Select a region or area of interest
  • Run OCR on the selected region
  • Extract text and data from the extracted region
15 other activities
Expand to see all activities and additional details
Show all 18 activities
Discuss OCR Implementation Challenges
Engage with fellow learners to exchange experiences, insights, and potential solutions related to challenges encountered while implementing OCR in various scenarios.
Show steps
  • Join or create a study group
  • Discuss the challenges you have faced in implementing OCR
  • Share your solutions and learn from others
Explore Microsoft's Azure Docs
Provides in-depth knowledge and examples of Forms Recognizer.
Browse courses on OCR
Show steps
  • Visit the official Azure Docs website for Forms Recognizer.
  • Read through the documentation, paying special attention to the tutorials and how-to guides.
  • Experiment with the code samples provided in the documentation.
Explore Forms Recognizer SDK
Go through tutorials on the Forms Recognizer SDK to enhance your technical skills in implementing OCR solutions.
Show steps
  • Read documentation and tutorials
  • Follow step-by-step guides
  • Build sample applications
Attend an OCR Workshop
Network with experts in OCR and delve deeper into the technicalities and applications of Forms Recognizer by attending a workshop.
Browse courses on OCR
Show steps
  • Research and find upcoming workshops
  • Register for the workshop
  • Attend the workshop and participate actively
Join a Forms Recognizer Study Group
Fosters collaboration, knowledge sharing, and problem-solving.
Show steps
  • Find or create a study group focused on Forms Recognizer.
  • Meet regularly to discuss concepts, share experiences, and work through challenges together.
  • Collaborate on projects or assignments related to Forms Recognizer.
Practice Extracting Data from Documents
Reinforces OCR and data extraction skills through hands-on practice.
Browse courses on OCR
Show steps
  • Gather a variety of documents, such as invoices, receipts, and forms.
  • Use the Forms Recognizer SDK or online tool to extract data from the documents.
  • Compare the extracted data to the original documents to ensure accuracy.
  • Troubleshoot any errors or inconsistencies in the extracted data.
Build a Simple OCR App
Develop a prototype OCR application to apply your knowledge of Forms Recognizer in a practical setting.
Show steps
  • Design the application architecture
  • Integrate Forms Recognizer into the application
  • Create a user interface
  • Test and refine the application
Build a Document Processing App
Develop a simple Azure Cognitive Services: Forms Recognizer application to extract text and data from scanned documents, further reinforcing the concepts covered in the course.
Show steps
  • Create a new Azure Functions project in Visual Studio
  • Install the Azure.AI.FormRecognizer package
  • Configure the Azure Functions project to use the Forms Recognizer service
  • Write code to extract text and data from a document using the Forms Recognizer client library
  • Deploy the Azure Functions project to Azure
Develop a Forms Recognizer Solution
Enhances understanding of Forms Recognizer through practical application.
Show steps
  • Identify a business problem that can be solved using Forms Recognizer.
  • Design and implement a Forms Recognizer solution to address the problem.
  • Deploy and evaluate the solution, making improvements as needed.
Blog Post on OCR Techniques
Share your insights on OCR techniques with others by writing a blog post, expanding your knowledge and contributing to the community.
Browse courses on OCR
Show steps
  • Research and gather information
  • Organize your thoughts and outline the post
  • Write the blog post
  • Publish and promote your blog post
Contribute to an OCR Open-Source Project
Contribute to OCR open-source projects on platforms like GitHub, showcasing your skills, learning from others, and giving back to the community.
Browse courses on OCR
Show steps
  • Identify a suitable open-source project
  • Review the project's codebase and documentation
  • Identify areas where you can contribute
  • Make code contributions
Participate in an OCR Hackathon
Put your skills to the test and gain valuable experience by participating in an OCR-focused hackathon, collaborating with others to solve real-world challenges and demonstrate your proficiency.
Show steps
  • Find an OCR hackathon
  • Team up with others
  • Develop an innovative OCR solution
  • Submit your solution
Write a Tutorial on OCR for Historical Documents
Compose an in-depth tutorial sharing your understanding of using Forms Recognizer to extract text from historical documents, demonstrating the practical applications of the service and reinforcing your comprehension of the course concepts.
Show steps
  • Choose a historical document and scan it
  • Use Forms Recognizer to extract text from the scanned document
  • Write the tutorial, explaining the steps involved in using Forms Recognizer
  • Share the tutorial with other learners
Contribute to open-source OCR and data extraction projects
Enhance your understanding of OCR and data extraction techniques by contributing to open-source projects in this domain.
Show steps
  • Identify open-source OCR and data extraction projects.
  • Review the project documentation and codebase.
  • Identify areas where you can contribute.
  • Submit pull requests with your contributions.
Design a Forms Recognizer Model
Apply your skills by designing a custom Forms Recognizer model, showcasing your proficiency in configuring and optimizing the service for specific document types, enhancing your understanding of its capabilities.
Show steps
  • Choose a document type
  • Create a training dataset
  • Build and train the Forms Recognizer model
  • Evaluate the performance of the model
  • Deploy the model

Career center

Learners who complete Microsoft Azure Cognitive Services: Form Recognizer will develop knowledge and skills that may be useful to these careers:
Data Scientist
Data Scientists are responsible for collecting, analyzing, and interpreting large datasets. They use their findings to help businesses make better decisions. The Microsoft Azure Cognitive Services: Form Recognizer course can help Data Scientists develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build machine learning models that can automate tasks and improve decision-making.
Machine Learning Engineer
Machine Learning Engineers design, build, and deploy machine learning models. They use their skills to create models that can solve a variety of problems, such as image recognition, natural language processing, and fraud detection. The Microsoft Azure Cognitive Services: Form Recognizer course can help Machine Learning Engineers develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build machine learning models that can automate tasks and improve decision-making.
Software Developer
Software Developers design, develop, and maintain software applications. They use their skills to create applications that meet the needs of businesses and consumers. The Microsoft Azure Cognitive Services: Form Recognizer course can help Software Developers develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build software applications that can automate tasks and improve decision-making.
Data Analyst
Data Analysts collect, clean, and analyze data. They use their findings to help businesses understand their customers, improve their operations, and make better decisions. The Microsoft Azure Cognitive Services: Form Recognizer course can help Data Analysts develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build data analysis models that can automate tasks and improve decision-making.
Business Analyst
Business Analysts help businesses understand their needs and develop solutions to meet those needs. They use their skills to analyze business processes, identify inefficiencies, and recommend improvements. The Microsoft Azure Cognitive Services: Form Recognizer course can help Business Analysts develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build business analysis models that can automate tasks and improve decision-making.
Product Manager
Product Managers are responsible for planning, developing, and launching new products. They use their skills to identify customer needs, develop product specifications, and manage the product development process. The Microsoft Azure Cognitive Services: Form Recognizer course can help Product Managers develop the skills they need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build product specifications and make better decisions about product development.
Project Manager
Project Managers are responsible for planning, executing, and closing projects. They use their skills to manage project scope, budget, and schedule. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Project Managers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build project plans and track project progress.
Operations Manager
Operations Managers are responsible for planning, directing, and controlling the operations of an organization. They use their skills to improve efficiency, reduce costs, and increase productivity. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Operations Managers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build operational plans and track operational progress.
Quality Assurance Analyst
Quality Assurance Analysts are responsible for ensuring that products and services meet quality standards. They use their skills to test products, identify defects, and recommend improvements. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Quality Assurance Analysts who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build quality assurance plans and track quality assurance progress.
Technical Writer
Technical Writers are responsible for creating documentation for technical products and services. They use their skills to explain complex concepts in a clear and concise way. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Technical Writers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build technical documentation.
Customer Success Manager
Customer Success Managers are responsible for building relationships with customers and helping them succeed with a product or service. They use their skills to identify customer needs, develop solutions, and resolve problems. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Customer Success Managers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build customer success plans and track customer success progress.
Sales Engineer
Sales Engineers are responsible for helping customers understand and purchase technical products and services. They use their skills to identify customer needs, develop solutions, and close deals. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Sales Engineers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build sales presentations and track sales progress.
Marketing Manager
Marketing Managers are responsible for planning and executing marketing campaigns. They use their skills to identify target markets, develop marketing strategies, and measure marketing results. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Marketing Managers who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build marketing plans and track marketing progress.
Recruiter
Recruiters are responsible for finding and hiring qualified candidates for open positions. They use their skills to identify job requirements, screen candidates, and conduct interviews. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Recruiters who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build recruiting plans and track recruiting progress.
Financial Analyst
Financial Analysts are responsible for analyzing financial data and making investment recommendations. They use their skills to evaluate financial statements, build financial models, and track financial performance. The Microsoft Azure Cognitive Services: Form Recognizer course may be useful for Financial Analysts who need to extract data from unstructured documents, such as PDFs and images. This data can then be used to build financial models and track financial performance.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Azure Cognitive Services: Form Recognizer.
Considered a foundational text in data science, this book provides a comprehensive introduction to statistical learning methods and techniques. It offers a deep understanding of the mathematical concepts underlying machine learning algorithms, including those used in Forms Recognizer.
Offers a comprehensive overview of pattern recognition and machine learning algorithms. It provides a theoretical foundation for understanding the techniques used in Forms Recognizer, including supervised learning, unsupervised learning, and neural networks.
Provides a comprehensive guide to deep learning using the R programming language. It offers practical insights into building and training neural networks, which are essential for understanding the advanced capabilities of Forms Recognizer. The book also covers important concepts such as convolutional neural networks and recurrent neural networks.
Covering machine learning with popular Python libraries, this book offers practical guidance on implementing machine learning algorithms. It provides valuable insights into the underlying principles and techniques used in Forms Recognizer, enhancing the user's understanding of the service's capabilities.
Offers a comprehensive guide to deep learning using Python. Though it does not directly cover Forms Recognizer, its in-depth coverage of neural networks and deep learning techniques provides a valuable foundation for understanding the advanced capabilities of Forms Recognizer.
Teaches data science principles and techniques from scratch, using Python. It covers foundational concepts such as data cleaning, exploratory data analysis, and machine learning models. By providing a solid understanding of these fundamentals, it helps users better grasp the inner workings of Forms Recognizer and other AI tools.
Providing a comprehensive overview of cloud computing, this book offers insights into the underlying infrastructure and technologies that support Forms Recognizer and other cloud services. It is particularly helpful for understanding the role of cloud computing in modern IT environments.
While this book does not focus specifically on Forms Recognizer, its comprehensive coverage of AI concepts provides valuable foundational knowledge for understanding the service's underlying principles and applications.
Provides a comprehensive guide to natural language processing using Python. It offers insights into text analysis, machine translation, and other NLP techniques. By understanding NLP concepts, users can better appreciate the capabilities of Forms Recognizer in extracting and analyzing text data.
While not specifically related to Forms Recognizer, this book provides a clear and accessible introduction to machine learning concepts, which are essential for understanding the service's underlying technology.

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