pdf_signature_extraction/SESSION_CHECKLIST.md

# Session Handoff Checklist ✓

## Before You Exit This Session

- [x] All documentation written
- [x] Test results recorded (7/10 signatures, 70% recall)
- [x] Session initialization files created
- [x] .gitignore configured
- [x] Commit guide prepared
- [ ] **Git commit performed** (waiting for user approval)

## Files Created for Next Session

### Essential Files ⭐
- [x] **SESSION_INIT.md** - Read this first in next session
- [x] **NEW_SESSION_PROMPT.txt** - Copy-paste prompt template
- [x] **PROJECT_DOCUMENTATION.md** - Complete 24KB history
- [x] **HOW_TO_CONTINUE.txt** - Visual guide

### Supporting Files
- [x] README.md - Quick start guide
- [x] COMMIT_SUMMARY.md - Git instructions
- [x] README_page_extraction.md - Page extraction docs
- [x] README_hybrid_extraction.md - Signature extraction docs
- [x] .gitignore - Configured properly

### Working Scripts
- [x] extract_pages_from_csv.py - Tested (100 files)
- [x] extract_signatures_hybrid.py - Tested (5 files, 70% recall)
- [x] extract_handwriting.py - Component script

## What's Working ✅

| Component | Status | Details |
|-----------|--------|---------|
| Page extraction | ✅ Working | 100 files tested |
| VLM name extraction | ✅ Working | 100% accurate on 5 files |
| CV detection | ⚠️ Conservative | Finds 70% of signatures |
| VLM verification | ✅ Working | 100% precision, no false positives |
| Overall system | ✅ Working | 70% recall, 100% precision |

## What's Not Working / Unknown ⚠️

| Issue | Status | Next Steps |
|-------|--------|------------|
| Missing 30% signatures | Known | Tune CV parameters |
| Text layer method | Untested | Need PDFs with text |
| Large-scale performance | Unknown | Test with 100+ files |
| Full dataset (86K) | Unknown | Estimate time & optimize |

## Critical Context to Remember 🧠

1. **VLM coordinates are unreliable** (32% offset on test file)
   - Don't use VLM for location detection
   - Use VLM for name extraction only

2. **Name-based approach is the solution**
   - VLM extracts names ✓
   - CV finds locations ✓
   - VLM verifies regions ✓

3. **Test file with coordinate issue:**
   - `201301_2458_AI1_page4.pdf`
   - VLM found 2 names but coordinates pointed to blank areas
   - Actual signatures at 26% (reported as 58% and 68%)

## To Start Next Session

### Simple Method (Recommended)
```bash
cat /Volumes/NV2/pdf_recognize/NEW_SESSION_PROMPT.txt
# Copy output and paste to new Claude Code session
```

### Manual Method
Tell Claude:
> "I'm continuing the PDF signature extraction project at `/Volumes/NV2/pdf_recognize/`. Please read `SESSION_INIT.md` and `PROJECT_DOCUMENTATION.md` to understand the current state. I want to [choose option from SESSION_INIT.md]."

## Quick Commands Reference

### View Documentation
```bash
less /Volumes/NV2/pdf_recognize/SESSION_INIT.md
less /Volumes/NV2/pdf_recognize/PROJECT_DOCUMENTATION.md
```

### Run Scripts
```bash
cd /Volumes/NV2/pdf_recognize
source venv/bin/activate
python extract_signatures_hybrid.py  # Main script
```

### Check Results
```bash
ls -lh /Volumes/NV2/PDF-Processing/signature-image-output/signatures/*.png
```

### View Session Handoff
```bash
cat /Volumes/NV2/pdf_recognize/HOW_TO_CONTINUE.txt
```

## What Can Be Improved (Future Work)

### Priority 1: Increase Recall
- Current: 70%
- Target: 90%+
- Method: Tune CV parameters in lines 178-214 of extract_signatures_hybrid.py

### Priority 2: Scale Testing
- Current: 5 files tested
- Next: 100 files
- Future: 86,073 files (full dataset)

### Priority 3: Optimization
- Current: ~24 seconds per PDF
- Consider: Parallel processing, batch VLM calls

### Priority 4: Text Layer Testing
- Current: Untested (all PDFs are scanned)
- Need: Find PDFs with searchable text layer

## Verification Steps

Before next session, verify files exist:
```bash
cd /Volumes/NV2/pdf_recognize

# Check essential docs
ls -lh SESSION_INIT.md PROJECT_DOCUMENTATION.md NEW_SESSION_PROMPT.txt

# Check working scripts
ls -lh extract_pages_from_csv.py extract_signatures_hybrid.py

# Check test results
ls /Volumes/NV2/PDF-Processing/signature-image-output/signatures/*.png | wc -l
# Should show: 7 (the 7 verified signatures)
```

## Known Good State

### Environment
- Python: 3.9+ with venv
- Ollama: http://192.168.30.36:11434
- Model: qwen2.5vl:32b
- Working directory: /Volumes/NV2/pdf_recognize/

### Test Data
- 5 PDFs processed
- 7 signatures extracted
- All verified (100% precision)
- 3 signatures missed (70% recall)

### Output Files
```
201301_1324_AI1_page3_signature_張志銘.png (33 KB)
201301_1324_AI1_page3_signature_楊智惠.png (37 KB)
201301_2061_AI1_page5_signature_廖阿甚.png (87 KB)
201301_2458_AI1_page4_signature_周寶蓮.png (230 KB)
201301_2923_AI1_page3_signature_黄瑞展.png (184 KB)
201301_3189_AI1_page3_signature_黄益辉.png (24 KB)
201301_3189_AI1_page3_signature_黄辉.png (84 KB)
```

## Git Status (Pre-Commit)

Files staged for commit:
- [ ] extract_pages_from_csv.py
- [ ] extract_signatures_hybrid.py
- [ ] extract_handwriting.py
- [ ] README.md
- [ ] PROJECT_DOCUMENTATION.md
- [ ] README_page_extraction.md
- [ ] README_hybrid_extraction.md
- [ ] .gitignore

**Waiting for:** User to review docs and approve commit

## Session Health Check ✓

- [x] All scripts working
- [x] Test results documented
- [x] Issues identified and recorded
- [x] Next steps defined
- [x] Session continuity files created
- [x] Git commit prepared

**Status:** ✅ Ready for handoff

---

**Last Updated:** October 26, 2025
**Session End:** Ready for next session
**Next Action:** User reviews docs → Git commit → Continue work