IBM optical mark and character readers

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IBM optical readers
IBM Logo 1956 1972.svg
Date invented1960
Discontinued1984

IBM designed, manufactured and sold optical mark and character readers from 1960 until 1984. The IBM 1287 is notable as being the first commercially sold scanner capable of reading handwritten numbers. [1]

Contents

Initial development work

IBM Poughkeepsie studied machine character recognition from 1950 till 1954, developing an experimental machine that used a cathode-ray-tube attached an IBM 701 which performed the character analysis. They pursued a technique known as lakes and bays which examined different areas of dark and light where the lakes were white areas enclosed by black and the bays were partially enclosed areas. Their machine and mission was moved to IBM Endicott in 1954, where research continued. From 1955 to 1956 they then worked on the VIDOR (Visual Document Reader) program, but they could not get agreement on acceptable reject rate. The developers felt 80% recognition was acceptable (meaning 20% of documents would need to be manually processed), while product planners and IBM Marketing felt that compared to punched card reject rates, the reject rate was unacceptably high. This led to no new products being released. [2]

In 1956 the American Bankers Association chose to use Magnetic Ink Character Recognition (MICR) to automate check handling, rejecting a proposed solution generated by an IBM Poughkeepsie banking project that used optical characters formed by vertical bars and digits. IBM developed a magnetic read head to handle the new standard, releasing the IBM 1210 MICR reader/sorter in 1959. The development work for this product both with read heads and document handling, helped move optical character recognition forward, with development focusing on reading one or two lines of print from a paper document larger than an IBM punched card. [2] The first product to be released was the IBM 1418.

IBM 123x Optical Mark Readers

The IBM 1230, IBM 1231, and IBM 1232 were optical mark readers used to input the contents of data sources such as questionnaires, test results, surveys as well as historical data that could be easily entered as marks on sheets. Educational institutes used them to score test results and they were effectively a replacement for the IBM 805 Test Scoring Machine that used electrical resistance and a mark sense pencil to score a test, rather than optical mark detection. They were developed and manufactured by IBM Rochester. [1]

They have the following features:

IBM 1230 Family
Machine

Type

Model

Sheets

per hour

AttachmentAnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
12301200Offline, optional card punchNovember 2, 1962January 30, 1980.44 in (110 cm)24 in (61 cm)45 in (110 cm)
1231-12000 IBM 1130, 1401, 1440, 1460 November 2, 1963January 30, 198044 in (110 cm)24 in (61 cm)45 in (110 cm)620 lb (280 kg)3,700 BTU (930 kcal)
1231-N12000 IBM System/360 [4] April 7, 1964January 30, 198044 in (110 cm)24 in (61 cm)45 in (110 cm)620 lb (280 kg)3,700 BTU (930 kcal)
12322000IBM 534 Model 3 Card PunchNovember 2, 1963January 30, 198044 in (110 cm)24 in (61 cm)45 in (110 cm)

IBM 1230 Optical Mark Scoring Reader

The IBM 1230 is an offline optical mark reader that can read and score 1,200 test answer sheets per hour. [5]

IBM 1231 Optical Mark Page Reader

The IBM 1231 is an online optical mark reader that can read and score 2000 test answer sheets per hour, depending on downstream operations. [6]

IBM 1232 Optical Mark Page Reader

The IBM 1232 is an offline optical mark reader that can read up to 2000 marked sheets per hour.

Example customers

IBM 2956 Optical Mark/Hole Reader

Mark sense card IBM Mark Sense Card.jpg
Mark sense card

The IBM 2956 Models 2 and 3 are custom build optical mark/hole readers designed to be attached to an IBM 2740 Communications Terminal. [11]

One use case for the IBM 2956 is to grade school tests. On completion of a learning module a student can use an optical scan-type card to record answers to up to 27 questions, with up to 5 choices per question. [14] They are scanned by the reader and the results are then transmitted to an IBM System/360 in remote job entry mode and can also be printed on the IBM 2740. [14] The reader can also be attached to an IBM 3735 which transmits results to an IBM System/370 and which prints results on an IBM 3286 printer. [15] They can also be attached to an IBM System/3. [16]

IBM 2956 [11]
ModelLengthWidthHeightWeightHeat output/hr
226 in (66 cm)15 in (38 cm)39 in (99 cm)156 lb (71 kg)1,350 BTU (340 kcal)
326 in (66 cm)15 in (38 cm)30 in (76 cm)150 lb (68 kg)1,350 BTU (340 kcal)

Note that the IBM 2956 Model 5 (2956-5) was a banking reader/sorter.

IBM 1282 Optical Reader Card Punch

The IBM 1282 is an offline optical reader that is used to read embossed credit card receipts, a mark read field or machine printed characters in three different fonts. [17] It then outputs this data onto a punched card. It was developed and manufactured by IBM Endicott. [18] It proved popular and within two years of announcement 100 machines were installed or on order. [2]

IBM 1282
AnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
October 2, 1963January 30, 1980. [19]

Example customer

IBM 1285 Optical Reader

The IBM 1285 is an online optical reader that is used to read printed paper tapes from cash registers or adding machines. It was developed by IBM Endicott and manufactured by IBM Rochester. [1] The IBM 1285 attaches to an IBM 1401, 1440, 1460 or System/360. It has a small round screen to display characters being read and it has a keyboard to enter header information and to optionally enter character corrections for rejected characters. It can read a 200 ft (61 m) roll or paper tape in three-and-a half minutes, reading data at speeds of up to 3000 lines per minute. It can mark the tape with a dot to indicate unreadable characters, so they can be rekeyed later. It users System/360 SLT circuitry and scans with an electronic beam of light called a "flying spot". [21]

IBM 1285
AnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
April 21, 1964September 8, 1970 [19] 71+14 in (181 cm)35+34 in (91 cm)60 in (150 cm)1,600 lb (730 kg)5,000 BTU (1,300 kcal)

IBM 1287 Optical Reader

The IBM 1287 is an online reader that can optically scan printed paper tapes and cut form documents to generate input data for an IBM System/360 or System/370 host. It can read machine printed data as well as handprinted numbers and optical marks (based on installed model and features). IBM claim it is the first commercial scanner that can read hand written numbers written in pencil. [22] It was developed and manufactured by IBM Rochester and first shipped in January 1968. [1]

An engineering model was famously demonstrated at the IBM Pavilion of the 1964-1965 World Fair in New York. [23] IBM representatives at the stand invited visitors to write a date on a card (as far back as September 18, 1851) which was then scanned by the machine and a headline from The New York Times newspaper for the matching date was then printed on a souvenir card. The attached IBM 1460 had nearly 40,000 headlines in storage. This promotional exercise also gave IBM handwriting samples to test with. [24]

It has the following features: [25]

Each model has different default recognition capabilities, but additional capabilities can be added as part of the machine order. For instance numeric handwriting recognition can be plant installed on Models 1-4 by ordering a feature code. [25]

IBM 1287 [26]
Machine

Type

Model

AnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
1287-1October 4, 1966July 17, 1984125+34 in (319 cm)36 in (91 cm)60 in (150 cm)2,900 lb (1,300 kg)10,000 BTU (2,500 kcal)
1287-2October 4, 1966November 22, 1978125+34 in (319 cm)36 in (91 cm)60 in (150 cm)2,900 lb (1,300 kg)10,000 BTU (2,500 kcal)
1287-3July 15, 1968July 17, 1984185+34 in (472 cm)36 in (91 cm)60 in (150 cm)3,900 lb (1,800 kg)13,000 BTU (3,300 kcal)
1287-4July 15, 1968November 22, 1978185+34 in (472 cm)36 in (91 cm)60 in (150 cm)3,900 lb (1,800 kg)13,000 BTU (3,300 kcal)
1287-5 (50 Hz FC2987)July 17, 1984156 in (400 cm)36 in (91 cm)60 in (150 cm)3,300 lb (1,500 kg)12,000 BTU (3,000 kcal)
1287-5 (60 Hz)Dec 28, 1971July 17, 1984125+34 in (319 cm)36 in (91 cm)60 in (150 cm)2,800 lb (1,300 kg)10,000 BTU (2,500 kcal)

Example customers

IBM 1288 Optical Page Reader

The IBM 1288 is an online reader that can optically scan cut sheet pages to generate input data for an IBM System/360 or System/370 host, reading the OCR-A font, handprinted numbers (with an optional feature) and/or optical marks (with an optional feature). It was developed and manufactured by IBM Rochester and first shipped in July 1969. [1] The use of the word "Page" in the product name reflects the ability of the IBM 1288 to scan full size pages, nearly twice as large as the IBM 1287. [27]

It has the following features: [28]

IBM 1288
AnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
July 15, 1968 [22] November 1, 1983.175+12 in (446 cm)41+12 in (105 cm)60 in (150 cm)3,900 lb (1,800 kg)13,000 BTU (3,300 kcal)

It is composed of three frames: [26]

IBM 1288 frames
FramePurposeLengthWeight
1Stacker55 in (140 cm)1,160 lb (530 kg)
2Feed module60 in (150 cm)1,280 lb (580 kg)
3Controller60+12 in (154 cm)1,460 lb (660 kg)

Example customers

IBM 14x8 Optical Readers

The first optical reader released by IBM was the IBM 1418 which could read numbers and vertical bars and which used the same transport as the IBM 1419 cheque sorter. The IBM 1428 was physically very similar to the IBM 1418 (except it did not have a CRT mounted on top), but it was able to read both letters as well as numbers.

IBM 1418 Optical Character Reader

IBM 1418 (on the left hand side) IBM 1418.jpg
IBM 1418 (on the left hand side)

The IBM 1418 is able to read a standard numerical font used by the IBM 407 in one of two sizes. [2] [5] It can also read vertical markings made with a pencil. IBM claimed it is suitable for cash-accounting applications where small payment stubs need to be processed. [30] It was developed and manufactured by IBM Endicott. [18]

It has the following features:

IBM 1418
Machine

Type

Model

Documents

per minute

PocketsAnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
1418-14003September 16, 1960 [19] September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,650 lb (1,200 kg)8,300 BTU (2,100 kcal)
1418-240013September 16, 1960 [19] September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,700 lb (1,200 kg)8,300 BTU (2,100 kcal)
1418-34003February 11, 1963 [19] September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,650 lb (1,200 kg)8,300 BTU (2,100 kcal)

Example customers

  • The Pennsylvania Power & Light Company claims to have installed the first commercially available IBM 1418. It was used to scan bill stubs returned by their customers including power meter information. [33]

IBM 1428 Alphanumeric Reader

The IBM 1428 can read alphabetic and numeric scan data from printed documents like payment stubs, but is limited to reading a special font. [2] [5] IBM claimed it is suitable to scan documents such as: "insurance premium notices, charge sales invoices, operations and route slips, payroll and dividend checks and mail orders". [30] It was developed and manufactured by IBM Endicott. [18]

It has the following features:

IBM 1428
Machine

Type

Model

Documents

per minute

PocketsAnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
1428-14003April 26, 1962September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,750 lb (1,250 kg)10,500 BTU (2,600 kcal)
1428-240013April 26, 1962September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,800 lb (1,300 kg)10,500 BTU (2,600 kcal)
1428-34003February 11, 1963September 8, 1970112 in (280 cm)41+14 in (105 cm)60+14 in (153 cm)2,750 lb (1,250 kg)10,500 BTU (2,600 kcal)

IBM 1975 Optical Page Reader

In October 1961 the US Social Security Administration (SSA) requested proposals for OCR equipment to help them reduce the 57 million lines of information they had to manually enter by keyboard each quarter. IBM responded to the SSA in February 1962 using the work of an IBM engineer called Evon Greanias who had developed a curve-follower method that used a CRT flying-spot scanner which not dependent on fixed fonts and in fact had the potential to be used to read handwriting. IBM was requested to provide a more detailed response in May 1963, by which time IBM Research and IBM Rochester (who were now responsible for the project) had developed detailed statistical decision techniques. The one-of-a-kind IBM 1975 was delivered to the SSA in late 1965. [2]

It was used to read a form known as a #941 that contains on average 22 lines per page (to a maximum of 44 lines). It was able to read at a 52 to 55% acceptance rate. It was taken out of service in 1977. [29]

IBM 388x Optical Readers

Released in 1972 and withdrawn in 1984, the IBM 3881 and IBM 3886 are the last family of optical readers released by IBM.

IBM 3881 Optical Mark Reader

The IBM 3881 is an optical mark reader, meaning it reads machine or hand printed marks, but not OCR fonts or handprinted numbers. It was developed and manufactured by IBM Rochester. There are three models.

It has the following features:

IBM 3881 [35]
Machine

Type

Model

Sheets

per hour

AttachmentAnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
3881-14000IBM S/370 [34] April 24, 1972July 17, 1984 [19] 60 in (150 cm)24 in (61 cm)55 in (140 cm)875 lb (397 kg)3,500 BTU (880 kcal)
3881-24000OfflineApril 24, 1972July 17, 1984 [19] 60 in (150 cm)24 in (61 cm)55 in (140 cm)875 lb (397 kg)3,500 BTU (880 kcal)
3881-34000IBM S/370July 15, 1974July 17, 1984 [19] 60 in (150 cm)24 in (61 cm)55 in (140 cm)925 lb (420 kg)3,800 BTU (960 kcal)

The last IBM 3881 manufactured by IBM Rochester was shipped to a customer in Puerto Rico in January 1980. [36]

IBM 3886 Optical Character Reader

The IBM 3886 is an optical page reader, meaning it reads OCR fonts or handprinted numbers. It was developed by IBM Rochester and manufactured by both IBM Rochester and IBM Greenock Scotland. [37] There are two models.

It has the following features:

Processing speed ranges from:

IBM 3886 [35]
Machine

Type

Model

AttachmentAnnouncedWithdrawnLengthWidthHeightWeightHeat output/hr
3886-1IBM S/370 [34] October 16, 1972July 17, 1984 [19] 70 in (180 cm)29+12 in (75 cm)60 in (150 cm)1,550 lb (700 kg)7,000 BTU (1,800 kcal)
3886-2OfflineOctober 16, 1972July 17, 1984 [19] 70 in (180 cm)29+12 in (75 cm)60 in (150 cm)1,550 lb (700 kg)7,600 BTU (1,900 kcal)

Example customers

  • In 1974 the City and County of Honolulu, Hawaii reported they were using an IBM 3886 to process motor vehicle and bicycle registration renewals, of which they received 400,000 annually. The 3886 scans the renewal forms at up to 5,000 forms an hour, storing them on tape, which is later played-back on their mainframe. They thus avoided the need to manually enter these details onto punched cards. [38]
  • In 1975 Union Mutual, a health care provider, reported they were using an IBM 3886 to scan Medicare claims and benefit documents, allowing them to handle a 50% growth in Medicare transactions over two years. They scanned documents to tape, running them later on their System/370. Rejected documents (which averaged 20% for Medicare claims) were re-run using the "video collect" capability that allowed them to key in the correct value and avoid the need to manually key in the whole document. This allowed them to always process documents the same day. [39]
  • In 1976 Milgrims Food Stores in Kansas City, Mo, reported they were using an IBM 3886 to scan store delivery forms, resolving a major issue they had tracking vendor deliveries to their stores. [40]

Advanced Optical Character Reader Postal Service

On October 26, 1970, the U.S. Postal Service awarded IBM a US$6.7 million contract to develop the Advanced Optical Character Reader Postal Service. Development was carried out by both IBM Rochester and the IBM Federal Systems Division in IBM Gaithersburg. The goal was to sort 1 million letters in a 24-hour operating period. [41]

In June 1972 the Postal Program group shipped its Advanced Optical Character Reader (AOCR) to the New York City General Post Office in Manhattan. It can scan and sort 24 machine-addressed envelopes per second. [37]

IBM was one of three vendors to deliver a machine in the program. The total cost of the program was US$28.9 million and none of the machines were considered suitable for full-scale production. The IBM contract had a cost over-run of over US$6million dollars. [42]

IBM OCR reader/sorters

IBM released several OCR reader/sorter products mainly for the European finance industry. These are detailed in the IBM document processors article, including the following:

IBM also released an inscriber that could optically read handwritten amounts to avoid the need to proof a check:

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