Share via

Azure Form Recognizer client library for Python - version 3.0.0

  • Article

Azure Cognitive Services Form Recognizer is a cloud service that uses machine learning to recognize text and table data from form documents. It includes the following main functionalities:

  • Custom models - Recognize field values and table data from forms. These models are trained with your own data, so they're tailored to your forms.
  • Content API - Recognize text and table structures, along with their bounding box coordinates, from documents. Corresponds to the REST service's Layout API.
  • Prebuilt receipt model - Recognize data from USA sales receipts using a prebuilt model.

Source code | Package (PyPI) | API reference documentation| Product documentation | Samples

Getting started

Prerequisites

Install the package

Install the Azure Form Recognizer client library for Python - version 3.0.0 with pip:

pip install azure-ai-formrecognizer

Note: This version of the client library supports the v2.0 version of the Form Recognizer service

Create a Form Recognizer resource

Form Recognizer supports both multi-service and single-service access. Create a Cognitive Services resource if you plan to access multiple cognitive services under a single endpoint/key. For Form Recognizer access only, create a Form Recognizer resource.

You can create the resource using

Option 1: Azure Portal

Option 2: Azure CLI. Below is an example of how you can create a Form Recognizer resource using the CLI:

# Create a new resource group to hold the form recognizer resource -
# if using an existing resource group, skip this step
az group create --name my-resource-group --location westus2

# Create form recognizer
az cognitiveservices account create \
    --name form-recognizer-resource \
    --resource-group my-resource-group \
    --kind FormRecognizer \
    --sku F0 \
    --location westus2 \
    --yes

Authenticate the client

In order to interact with the Form Recognizer service, you will need to create an instance of a client. An endpoint and credential are necessary to instantiate the client object.

Looking up the endpoint

You can find the endpoint for your Form Recognizer resource using the Azure Portal or Azure CLI:

# Get the endpoint for the form recognizer resource
az cognitiveservices account show --name "resource-name" --resource-group "resource-group-name" --query "endpoint"

Get the API key

The API key can be found in the Azure Portal or by running the following Azure CLI command:

az cognitiveservices account keys list --name "resource-name" --resource-group "resource-group-name"

Create the client with AzureKeyCredential

To use an API key as the credential parameter, pass the key as a string into an instance of AzureKeyCredential.

from azure.core.credentials import AzureKeyCredential
from azure.ai.formrecognizer import FormRecognizerClient

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")
form_recognizer_client = FormRecognizerClient(endpoint, credential)

Create the client with an Azure Active Directory credential

AzureKeyCredential authentication is used in the examples in this getting started guide, but you can also authenticate with Azure Active Directory using the azure-identity library. Note that regional endpoints do not support AAD authentication. Create a custom subdomain name for your resource in order to use this type of authentication.

To use the DefaultAzureCredential type shown below, or other credential types provided with the Azure SDK, please install the azure-identity package:

pip install azure-identity

You will also need to register a new AAD application and grant access to Form Recognizer by assigning the "Cognitive Services User" role to your service principal.

Once completed, set the values of the client ID, tenant ID, and client secret of the AAD application as environment variables: AZURE_CLIENT_ID, AZURE_TENANT_ID, AZURE_CLIENT_SECRET.

from azure.identity import DefaultAzureCredential
from azure.ai.formrecognizer import FormRecognizerClient
credential = DefaultAzureCredential()

form_recognizer_client = FormRecognizerClient(
    endpoint="https://<my-custom-subdomain>.cognitiveservices.azure.com/",
    credential=credential
)

Key concepts

FormRecognizerClient

FormRecognizerClient provides operations for:

  • Recognizing form fields and content using custom models trained to recognize your custom forms. These values are returned in a collection of RecognizedForm objects.
  • Recognizing common fields from US receipts, using a pre-trained receipt model. These fields and metadata are returned in a collection of RecognizedForm objects.
  • Recognizing form content, including tables, lines and words, without the need to train a model. Form content is returned in a collection of FormPage objects.

Sample code snippets are provided to illustrate using a FormRecognizerClient here.

FormTrainingClient

FormTrainingClient provides operations for:

  • Training custom models without labels to recognize all fields and values found in your custom forms. A CustomFormModel is returned indicating the form types the model will recognize, and the fields it will extract for each form type. See the service documentation for a more detailed explanation.
  • Training custom models with labels to recognize specific fields and values you specify by labeling your custom forms. A CustomFormModel is returned indicating the fields the model will extract, as well as the estimated accuracy for each field. See the service documentation for a more detailed explanation.
  • Managing models created in your account.
  • Copying a custom model from one Form Recognizer resource to another.

Please note that models can also be trained using a graphical user interface such as the Form Recognizer Labeling Tool.

Sample code snippets are provided to illustrate using a FormTrainingClient here.

Long-Running Operations

Long-running operations are operations which consist of an initial request sent to the service to start an operation, followed by polling the service at intervals to determine whether the operation has completed or failed, and if it has succeeded, to get the result.

Methods that train models, recognize values from forms, or copy models are modeled as long-running operations. The client exposes a begin_<method-name> method that returns an LROPoller or AsyncLROPoller. Callers should wait for the operation to complete by calling result() on the poller object returned from the begin_<method-name> method. Sample code snippets are provided to illustrate using long-running operations below.

Examples

The following section provides several code snippets covering some of the most common Form Recognizer tasks, including:

Recognize Forms Using a Custom Model

Recognize name/value pairs and table data from forms. These models are trained with your own data, so they're tailored to your forms. For best results, you should only recognize forms of the same form type that the custom model was trained on.

from azure.ai.formrecognizer import FormRecognizerClient
from azure.core.credentials import AzureKeyCredential

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")

form_recognizer_client = FormRecognizerClient(endpoint, credential)
model_id = "<your custom model id>"

with open("<path to your form>", "rb") as fd:
    form = fd.read()

poller = form_recognizer_client.begin_recognize_custom_forms(model_id=model_id, form=form)
result = poller.result()

for recognized_form in result:
    print("Form type: {}".format(recognized_form.form_type))
    for name, field in recognized_form.fields.items():
        print("Field '{}' has label '{}' with value '{}' and a confidence score of {}".format(
            name,
            field.label_data.text if field.label_data else name,
            field.value,
            field.confidence
        ))

Alternatively, a form URL can also be used to recognize custom forms using the begin_recognize_custom_forms_from_url method. The _from_url methods exist for all the recognize methods.

form_url = "<url_of_the_form>"
poller = form_recognizer_client.begin_recognize_custom_forms_from_url(model_id=model_id, form_url=form_url)
result = poller.result()

Recognize Content

Recognize text and table structures, along with their bounding box coordinates, from documents.

from azure.ai.formrecognizer import FormRecognizerClient
from azure.core.credentials import AzureKeyCredential

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")

form_recognizer_client = FormRecognizerClient(endpoint, credential)

with open("<path to your form>", "rb") as fd:
    form = fd.read()

poller = form_recognizer_client.begin_recognize_content(form)
page = poller.result()

table = page[0].tables[0] # page 1, table 1
print("Table found on page {}:".format(table.page_number))
for cell in table.cells:
    print("Cell text: {}".format(cell.text))
    print("Location: {}".format(cell.bounding_box))
    print("Confidence score: {}\n".format(cell.confidence))

Recognize Receipts

Recognize data from USA sales receipts using a prebuilt model. Receipt fields recognized by the service can be found here.

from azure.ai.formrecognizer import FormRecognizerClient
from azure.core.credentials import AzureKeyCredential

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")

form_recognizer_client = FormRecognizerClient(endpoint, credential)

with open("<path to your receipt>", "rb") as fd:
    receipt = fd.read()

poller = form_recognizer_client.begin_recognize_receipts(receipt)
result = poller.result()

for receipt in result:
    for name, field in receipt.fields.items():
        if name == "Items":
            print("Receipt Items:")
            for idx, items in enumerate(field.value):
                print("...Item #{}".format(idx+1))
                for item_name, item in items.value.items():
                    print("......{}: {} has confidence {}".format(item_name, item.value, item.confidence))
        else:
            print("{}: {} has confidence {}".format(name, field.value, field.confidence))

Train a model

Train a custom model on your own form type. The resulting model can be used to recognize values from the types of forms it was trained on. Provide a container SAS URL to your Azure Storage Blob container where you're storing the training documents. If training files are within a subfolder in the container, use the prefix keyword argument to specify under which folder to train.

More details on setting up a container and required file structure can be found in the service documentation.

from azure.ai.formrecognizer import FormTrainingClient
from azure.core.credentials import AzureKeyCredential

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")

form_training_client = FormTrainingClient(endpoint, credential)

container_sas_url = "<container-sas-url>"  # training documents uploaded to blob storage
poller = form_training_client.begin_training(
    container_sas_url, use_training_labels=False
)
model = poller.result()

# Custom model information
print("Model ID: {}".format(model.model_id))
print("Status: {}".format(model.status))
print("Training started on: {}".format(model.training_started_on))
print("Training completed on: {}".format(model.training_completed_on))

print("\nRecognized fields:")
for submodel in model.submodels:
    print(
        "The submodel with form type '{}' has recognized the following fields: {}".format(
            submodel.form_type,
            ", ".join(
                [
                    field.label if field.label else name
                    for name, field in submodel.fields.items()
                ]
            ),
        )
    )

# Training result information
for doc in model.training_documents:
    print("Document name: {}".format(doc.name))
    print("Document status: {}".format(doc.status))
    print("Document page count: {}".format(doc.page_count))
    print("Document errors: {}".format(doc.errors))

Manage Your Models

Manage the custom models attached to your account.

from azure.ai.formrecognizer import FormTrainingClient
from azure.core.credentials import AzureKeyCredential
from azure.core.exceptions import ResourceNotFoundError

endpoint = "https://<region>.api.cognitive.microsoft.com/"
credential = AzureKeyCredential("<api_key>")

form_training_client = FormTrainingClient(endpoint, credential)

account_properties = form_training_client.get_account_properties()
print("Our account has {} custom models, and we can have at most {} custom models".format(
    account_properties.custom_model_count, account_properties.custom_model_limit
))

# Here we get a paged list of all of our custom models
custom_models = form_training_client.list_custom_models()
print("We have models with the following ids: {}".format(
    ", ".join([m.model_id for m in custom_models])
))

# Replace with the custom model ID from the "Train a model" sample
model_id = "<model_id from the Train a Model sample>"

custom_model = form_training_client.get_custom_model(model_id=model_id)
print("Model ID: {}".format(custom_model.model_id))
print("Status: {}".format(custom_model.status))
print("Training started on: {}".format(custom_model.training_started_on))
print("Training completed on: {}".format(custom_model.training_completed_on))

# Finally, we will delete this model by ID
form_training_client.delete_model(model_id=custom_model.model_id)

try:
    form_training_client.get_custom_model(model_id=custom_model.model_id)
except ResourceNotFoundError:
    print("Successfully deleted model with id {}".format(custom_model.model_id))

Troubleshooting

General

Form Recognizer client library will raise exceptions defined in Azure Core.

Logging

This library uses the standard logging library for logging. Basic information about HTTP sessions (URLs, headers, etc.) is logged at INFO level.

Detailed DEBUG level logging, including request/response bodies and unredacted headers, can be enabled on a client with the logging_enable keyword argument:

import sys
import logging
from azure.ai.formrecognizer import FormRecognizerClient
from azure.core.credentials import AzureKeyCredential

# Create a logger for the 'azure' SDK
logger = logging.getLogger('azure')
logger.setLevel(logging.DEBUG)

# Configure a console output
handler = logging.StreamHandler(stream=sys.stdout)
logger.addHandler(handler)

endpoint = "https://<my-custom-subdomain>.cognitiveservices.azure.com/"
credential = AzureKeyCredential("<api_key>")

# This client will log detailed information about its HTTP sessions, at DEBUG level
form_recognizer_client = FormRecognizerClient(endpoint, credential, logging_enable=True)

Similarly, logging_enable can enable detailed logging for a single operation, even when it isn't enabled for the client:

poller = form_recognizer_client.begin_recognize_receipts(receipt, logging_enable=True)

Optional Configuration

Optional keyword arguments can be passed in at the client and per-operation level. The azure-core reference documentation describes available configurations for retries, logging, transport protocols, and more.

Next steps

The following section provides several code snippets illustrating common patterns used in the Form Recognizer Python API.

More sample code

These code samples show common scenario operations with the Azure Form Recognizer client library.

Async APIs

This library also includes a complete async API supported on Python 3.5+. To use it, you must first install an async transport, such as aiohttp. Async clients are found under the azure.ai.formrecognizer.aio namespace.

Additional documentation

For more extensive documentation on Azure Cognitive Services Form Recognizer, see the Form Recognizer documentation on docs.microsoft.com.

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit cla.microsoft.com.

When you submit a pull request, a CLA-bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.