THE INTELLOFAX SYSTEM

Document Type: 
Collection: 
Document Number (FOIA) /ESDN (CREST): 
CIA-RDP84-00951R000300040002-5
Release Decision: 
RIPPUB
Original Classification: 
K
Document Page Count: 
93
Document Creation Date: 
December 16, 2016
Document Release Date: 
September 10, 2004
Sequence Number: 
2
Case Number: 
Content Type: 
REPORT
File: 
AttachmentSize
PDF icon CIA-RDP84-00951R000300040002-5.pdf5.2 MB
Body: 
Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 THE INTrn LOFAx SYSTEM Introduction The history of the Intellofax System encompasses many facets of the infcrriation and storage retrieval sy- stem of the Office of Collection and Dissemination (CCD) and its successor, the Office of Central Reference (OCR). Two Divisions., the Machine Division (Mn) (Central Index of the Reference BranchIdOffice of Reports and Estimates RE], until May 19)48 and then Machine Methods Division [mil of OCD until September 1951) and the CI.A Library (Intelligence Documents Division, ORE Reference Branch., until May 1918) were responsible or the development and operation of the Electrical Accounting Machine (EMI) upported document storage., reference,' and retrieval system. The office reorganization of November 1956 added a third layer of responsibility-a new Document Division (DD). This history covers all aspects of the Intellofax System from 1947 until its demise in 1967: equipment developments and improvements, including microfiiidng, print service, and fast transmission of data; classificstion input scheme; and retrieval, A project that had great impact on the intellofax System but was not adopted-Minicard- is also discussed in detail0 The Intelligence Publications Index (IPI)s the printed index of finished intelligence documents, is historically part of OCD/OCR's information storage and retrieval system and therefore appears in this chapter with the Inteliafax System. s* For the Intellofax System as it related to the Graphics Regis ter,, App @wdf&"glease 200 :cQ1$ 951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 The effect oft the intellofax System of the Library Consul- tants' S,zrvey of 1957 and the resulting Task Team Reports of 1958 is discussed in Chapter (the CIA Library) of the office history becaus' of the overall impact on the Librar . Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 13 Approved For Release 20U4/09/23 : CIA-RDP84-00951 R000300040002-5 1. Early Developmental History a. Objectives In providing a central reference service to the Central Intelligence Group (CIG) and its successor, the Central Intelligence Agency (CIA), as well as to the intelligence community, the early managers of the Agency recognized the need to develop a machine capability for indexing and retrieving a staggering quantity of intelli- gence documents. The resulting Intellofax System was unique--no other government agency, no university or library, and no c omnercia 1 firm had anything of its type in operation. The name was coined in 19419 by Drs the first Assistant Director (AD) of OCD, to d.eocribe the system that combined IBN and facsimile reproduction techniques for intelligence documentation pur-. poses. Later, Intellofax became a household word not only as an adjective (the Intellofax System and the Intellofax files) but also as a verb form (intellofaxed and intellofax- ing for the indexing aspects). The actual authority for establishing the Intello- fax System appeared in July 1947 in ORE Instruction 31!171, 1 entitled "Functions of the Reference Center, Thomas Babbitt, AD/RE, charged the Central Index and the Intelligence Docu- ments Division to: (1) index, by bn.siness machine procedures,, the subject matter of all available reports, and other documents of a foreign intelligence natur (2) classify and catalogue all intelligence documents of a foreign intelligence nature available to CIG. Approved Fo Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 ORE Instruction 31-7., 15 Jul 47 sub : F cti ,U of th Referents enter, Oki", pages aria o S. `a.le : CD His or,~ 1y~ 5rr- WA Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 b Early Equipment Needs 25X1A9A I I Chief of Central Index, was given the responsibility for organizing and developing the initial essential steps toward establishing a central indexing and filing system, in conformity with an earlier Interdepartmental Coordinating and Planning Staff (ICAPS) recommendation in March 19117. It soon be- name apparent that no existing equipment would be capable of meeting the needF envis gai Although an IBM punch card offered great flexibility and speed in the handling of thousands of cards, each of which would represent a particular document, no card would carry enough printed data to supply the researcher with titles and descriptions of documentse During 19)i7 met with top management of Finch Communications, Inc'to discuss the possibilities of the use of standard Finch Telefax machines and the adaptation of these machines to the documentation problem. A/ice resident of Finch said that his company would be willing to cooperate with IBM in adapting the Telefax machine t o automatically reproduce bibliographic and subject abstract data typed on IBM cards onto any type of paper that included a duplicating medium. This would answer the problem of preparing,, accession lists and lists of abstracts requested. *Management originally planned for a daily accession list 6f `thee e documents received and indexed, all of which would be abstracted. This pla}.-vas given up in 191i9 as entirely impR ctical and uneconomic Metro, -sting Chief Reference Center, CRE, to Chief Central Index Approved 9/2358 P84 00951 R000300040002 5 Filing Procedure* U, JW. afthkO f dog-~,-""ar't Intellofax 5 Approved For Release 2004/09123 : CIA-RDP84-00951 R000300040002-5 After numerous meetings with Finch and investigation of other companies, such as RCA and Eastman Kodak., the machine experts opted for Finch, and a contract was let in January 1948. By July Finch had produced the first of the Library Recorders and had Y completed the final design for the IBM card scanner. Both awaited CCI) approval. Experimenting and testing contindod, and in January 25X1 A9A V go 1k l91G9 I reported favorably on the equipment0 Progress repots were prepare, peraoazca.= ~;yr ' utuvu6laVUV e ?c3 r00 "T va Fa 19L 061'', 43 br-i 00 4) +O * 0 ~W c39 ed -H 25$ 9A o n .- i.4 rl 0) I 1 ?ci the first 6 months of 1949; test runs were made during June, and the equipment was finilly accepted in July. The Projects Review Committee (PRC) contract, which 6 $203.,0000 The an IBM punch on 27 July 1949 approved an amendment to the origingLl.. had been for .$100,000, to increase the amount to Intellofax Card., card of standard face up to 200 words or Faxcard:(see Figure 1) was shape and dimensions, which bore on its of printed information- the so-called bibliographic data: source, country, date9 title, possible abstract., pagination and seempity classification. The corresponding coded., Punchedand interpreted data appeared at one end of the card. The cards were sorted., selected and arranged by standard 13M machines and the printed information on the selected cards was transmitted and reproduced by facsimile process. The equipment delivered in May 1950 was the second proto- type resulting from the developmental engineering begun in Nay 1948. )( hakedot 'tests were still being conducted in mid-1951 concurrent W;Yl AAA with actual usage0 ., an Office of Communications A~~ fr~~a~ 2 i8S/ P 4-611 '1 90=b?4bQ(BZt Travel to Fin telecommunications. line. V.U0 (in Machine Division 1917-5r'-) 1) 5-k 9VS Approved For Release 3004/09/23 : CIA-RDP84-00951 R000300040002-5 employee (and formerly an, ngineer with Finch), was on temporary dutyt with OCD and placed in charge of the Faxcard 25X1 A9A?Y-3 equipments He wrote to (chief of eon- since September 1950 0 that since the equipment was not standard, additional development was anticipated before the equipment's stability could be placed in~a class with that afforded by existing teletype machines. The Intellofax tape, as it was known throughout the entire Intellofax history, -as originally a 4-inch-wide tape prepared by the facsimile process. The Intellofax punch card was fed into a transmitter, which optically scanned the printed information. ,receiver received signals from the transmitter, the printed information was impregnated into a chemically treated tape, which was dried by a heat process. The early OCD managers had hoped to electronically transmit the Intellofax information to requesters in their own office locations. As of 15 May 1950, six transmitters and 12 receivers had been delivered (see Figure 2).Experi- mentation continued throughout the summer months' and 'via s the first t ansmissionnst icttAy local--transmitter and M nT _ PST , ,. _ -, _ n ? ^ fl.'-?,~,o receiver side by side in 0 .?J One receiver was placed in K Building in the Branch Library, but? security considerations and technical problems of transmission were responsible for not continuing with what seemed like ~riemo, Machine Division 190-r; i' f 401\ 1 A * trans erne ,T5V 25X1vectMbr zcNi;~: l?!1' 1'~p 095X9 ;0 ~rrnt. Uo (in n ~Zp . a lu~ d to the Management Staff an transmission phase. The completed folded tape s Gt i Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 M. Coding Schemes (1) The Intelligence Sub ct Code In conformity with the wishes of ICAPS., the Central Index also took steps to prepare a unified subject classlfica- Lion schemed Acting Chief of the Reference 9 Center$ wrote to in July 19147 Although the Reference Branch has taken the initial steps in the direction of establishing central indexin and filing procedures,, any unified acceptance of the end product of these inve s ti 2tions will depend upon joint action of lAB Intelligence Advisory Boar and CTG representa tives and the agencies' final acceptance of the system decided upon. On 14 July 1947 F 5X1A9A I entered or, duty as Chief of the Classification Unit of the Intelligence Documents Division to work ww ith the Central Index in 1C developing a classification schedule for C ft tt was soon evident that the War Departments Basic Intelligence Directive (BID) devised during World War II for collection purposes (although it had been used for classification of documents in the G..2 Library in Vienna immediately after the war) was not adequate. The subjects listed in the BID were not sufficiently compre- hensive to cover the wide range of subjects in intelligence documents because it had been devised for Arrmj purposes only. The economic political , 2nd sc"?nti: =i_c sections were wti eful7,y weak., It as decided to prepare a list of subjects that would include those contained in the BID, of Addicott memo (2 o ab ov?e ) Zt Reference (;enter Library Monthly Status Report 26 June- 28 Jul.;; 47. Sa File : Ljbraiy 1911.7.18 Job: 158-93/1 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 5/' Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 the Navy Monograph Guide,., the abridged Dewey Deci- mal system used by the State Department, and for scientific subjects, the Voge Classification, pre- pared and used by the Joint Research and Development Board (JRBD). the Librarian, and made visits to the parent organizations using these classification schemes. 5X1A9A three people, with the assistance of a classi- fication specialist from JktD, had completed a general framework of an all-inclusive classification schedule. The major subject categories included Army, Navy, Air, Political, Economic, Sociological, Scientific, Geographic, and Biographic. On. 22 August a familiarization meeting was held with duly appointed representatives of the three services. The participating IAB agencies agreed to de- velop and/or revise their respective military categories in the BID. To tho 4-00951 R000300040002-5 3 Procedure ~j''''aannua is 159 above ~j/Intellofax Chronology- Appendix r~Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 1 (I) "'Flash" An indexirg economy r'sveloped !4as the so-- 331 /" called "Flash's procedurtTZ By January 1949 classifiers .reconized that there was a sizable segment of documents 1 i covered the same subject matter each time and were issued periodically. "Quarterly Mil .tary Review ?sl "6Jeekly List of Infectious Diseases' "Semi-Annual Railroad Statistics" were a few examples. It was a waste of indexing and key punching effort to code. these documents every time they appeared? The . such a documnnt was encounter6dk,.it was coded and abstracted in a table of contents moaner; the Intellofa : card bore the usuel bibliographic statement but without report nii: for or date. The w ord "Flash" ~npe red on the ThM card. A master Transmittal Sheet on which the abstract was prepared was filed in the "Ulash* }ok in the Analysis Branch. :Every time a similar document was received, its report number and date were entered into the FFlash" book` When a subject retrieval request turned up the original "r7ash's card., the librarian or classifier knee that he must refer to the "Flash" book to find all the documents - had. been published and receivedi This "Flash" record was the only means of determining documeht numbers in order to retrieve the material , the document file* rocedure Manuals ( l above) FAT Approved For RelPasP 2004/09/23 - CIA-RDP84-009518000300040002 i d4 uaa S"ID? Fry Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 periodically distributed hts it / i ciently c9 ered by tY codes ! or gi-hal3,y covveragg' in the s erio did nectssita e added codeA. The "Flash" system finally outlived its usefulness. Irregularity of ytssuance of certain seriess the manual labor involved in maintaining the s1Flash" book V f or a period one cow was maintained in the Reference Branch also, the nuisance of not having a source card for every document, anO the advent of the revised Intellof x MY I-V ~ystem--all combined to its demise in 1960a ./ ' Memo n C/DD'LY and NE) to AD/CR "Elimination of Flash Entries in Intellofax Systems" CIA Internal 18 Mari- 60 -( (in Library 1959-60 64-341A) the ISC asp Droll as *ider subject Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 The Abstracting Program was very proud of his central reference facilities., and by late 190 he felt that OCD was on the track of a "far more effective solution to providing analysts with quick re- trieval of intelligence information than has ester, anywhere, been achieved before." He devoted 32 pages to a definitive description of the Intellofax System, entitling his monograph - -2 And Central Referenc9. - Facilities. Status (l. November 19 3 ii h'became a class uay in LU 'ectiygav .He had prepared this paper at the request Ob7 r of the Chief, Coordination Operations and Policy Staff Staff proposal that the Library classification functions be 3~ decentralized and placed in aubstantive units of ORE and OS In his usual dynamic ataph-, had,briefed STAT specialists in ORE on the potentialities of the Intellofax System and how analyst participation in the growth of the file would benegit the. system and therefore the whole Agrncyo in other words, he was asking analysts if they would like to contrive bate abstracts to the file. He stated that only the specialist could decide which were the important documents bearing upon his field of specialty and only the specialist could write com- petent abstracts of such documents. In January 1919 the Turkish desk began selecting an-4 abstracting; the most important documents on Turkey. OST also commended operations on a trial basis in Approved For Re ease 2d 4/09/2 DP8 Ob 914000300040002-5 34 C/Pk? 7 & CIA -o arian to AD/GIG "Comments on Mara ement's Proposals Relative to Abstracting and Codin of Intel'_Ligence Information" 10 Nov 1,9 SEC ~,'T (in LY 4 Lo, . j?-5 i 3 d February and thel of ORE followed shortly thereaf taro A so-called contributor code was punched into colurm 21 of the IBM card so that if a specialist ever wanted to retrieve only his on abstracted material., he could do so 0 (rhis seldom occurred.); OCD rieantiahile continued to write abstracts of a table of con- tents type for publications covering a wide variety of subjects and areas, Much as he had fostered and approved of the abstracting Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 became concerned about the rapid. growth of these files in Intell.ofax, By the end of 19149 there were l8, OIi 7 abstracts (OCI),w28L1.7; ORE,-62b5: OSI 8955),, and they 3 were growing at a staggering rate. He warned that each extension of the system to a new group of specialists involved difficult adjustments., revisions ) and expansions in the classification scheme, required more typists)and could be accomplished only by day-to- day hard work. How trues spent a large proportion of her STAT time in these early years working on changes and expansions oft ho ISC to satisfy the needs of new contributors to the abstract program. Area codes for three of the Near Eastern countries were expanded to take. care of provincial divisions.: And as it turned out they were never used for retrieval. The abstracting program mushroomed from its beginnings in On pages 23 and 25 of the Intello Iax study. ,I provided samples of OCD ORES and OSI abstract cars. 3 ,atistical Reports (2 ~28 above ) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 19499 reaching a peak in the early 1950's. Other desks joined the program in 1950 and 19510 Some of these desks even set up their filing systems according to the ISCQ ORcontributed 169558 abstracts in 1950 and 109695 in 1951. OSI contributions amounted to 209186 and 209715 in those 2 years. However., a dovmward trend began in 1952453 because specialists were not interested in spending their time learning how to use the ISC correctly for in-depth indexing. The_ Physics and' Medicine DIjvisions of OSI continued as heavy contributors but. finally ceased In 1958 abstracting in 1954, and 1955, respectively. ORR/shipbuilding became the last ORR component to stop input* OCD management had always hoped that these contributions would preclude the indexing of the same docaa.ments b:r the OCD classifier; This was never possible, for the seialists frequently extracted and coded only th part of the document that interested them. So so,-re duplication continued; both IBPN cards would turn up on a machine run if the same codes had been used (and there was no guarantee of this). In such a cases the OCD classifier or the librarian in screening the ccr ds before an Intellofa'x tape was made would A study of "Information Processing Needs in the CIA" refers to. these noble if somewhat unsuccess- ful efforts of OCR to harness the specialists' indexing skill.. The 25X1A5A1 0 consultants regretted that the problems coui.dr .ve been soled without abandoning the total effort and that therefore the indexing capability of subgt ntivo specialists was no longer substantively 25X1A5A1 exploited by 00 L0 II "Information Processing Needs in the CIA A Preliminary Appraisal" 10 March 1961 SECRET CRS Historical Files) 3 'Statistical Reports ( (2,'b above 39 ~ PAppend:lx I ~~ J Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Abstracting 3 'Z--. Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 pull out the nonabstracted card as being less meaningful] A great danger to the Intellofax Dystem input t o the surfaced after the research offices had stopped tF}e. program. References td up that could no longer be retrieved., such A as articles in Russian scientific journals tndex}'by OSI and later throve away. No limit a 's to source material had been imposed on the specialist.,, some of whom even extracted or prepared abstracts fromhthe New York Times, d In the mid--1960ts (exact date not confirmed) all IBM cards with the contributor code were pilled and destroyed they added hothing to the Intellofax file but instead created document retrieval, difficulties. Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 pproved For'Release 2004/09/23 : CIA-RDP84-00951R000300040002-5 (6) cables 25X1A9A OC1D management earJr in the Intellofax history decided that cables and telegrams would not be considered a part of the central reference system for stihject/c rea retrieval. There as no question as to their current intelligence value' but CCD did not consider them vital to rgtrospective searching and therefore felt it was uneconomical to index the enormous cable flovro This philosophy carried throughout the years of the Intellofax System, although there was a brief ,r- a cable indexing experiment in 1963/64 in his November 1966 study~e titled "Choosing the Director's lentral Me S,, `?e rt=F said Thi most ioteworthy Pmtsatom to th of ma j ar intellig ce input is not th deffciencc it might,at first sight 'App substantie content f most cables Is valueeo. . j.The curre t intelligent particular in h di ort ret The su1 jec technic. He could eval time will des deasible file holdings his omission s erious ar. The f transitory i .rst is t on keeping c,ablbsclose at hand ng the usefulintplligence life of not risk r eliance that current int rve reexamination and economic ly analystq to l interroggte central f query stations and recover needed o4 OCR for the Uigenve requires* 'a4en it becoms on remote nts wiyhin the time frax I }e In which/current intelligence cument Division' See his ter ' t e0 6 25X1A9A operates, GROUP I Excluded from automatic downgrading and declassification Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 CIA-RDP84-00951 R000300040002-5 (a) T6chln auapi~t - (11 The Batch System In August 1~r8 OCD management decided that a review of the e;{'-i sting ?contemplated document handling pro- cedures should be made with a view to determining if such procedures could be modified to e xpedite the distribution, machine classification., and indexing of documents pending the. 25X1A9A fulfillment of T/O requirements,, 25X1A9A and Management Office worked closely with of Administration in setting M. a detailed procedure for the use of multilit; Bats in controlling and indexing intelligence documents,, This was the beginning of the so-called t'Batch S'ystem," which was modified many tires during the next 19 years A bitch usually contained in one envelope 15-20 documents of like source. (This was similar to the organization of the dissemination function in the Liaison Division. The classifiers were not organized by source breakdown until April 1952.) Put into operation in December 1948, the system included the complete processing cycle of dissemination, distribu- tion, indexing, key punching and final filing of the documents in the Library document files,. The 'bibliographic information for a given document was typed on a multilith mat,which had on the lower half Es a pre -printed distribution ladder or dissemination points. (See Figure This mat was the basis for the preparation of control slips (a cutoff IBM card) to be attached to each distributed copy of a document. __One ontrol cord became a source card (see page 15 '.Analysis of atch stem, _ aep 9 o an lob 50,, C4 (in File : Management Office 1949-510 8-98 j)) vN ,~ M2 81PQf.8' tMQ031~Od ( 5 C. in Machine Division 19t~.7 Job: k /) 5-8 -x$`13 Procedure for Use of Multili.th Mats in Controlling and Indexing Intellof ax-page -4q, Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 all the documents in a given batch were recorded on one shes The classifier used one of these control slips on which to write the necessary codes for ultimate key punching. The typist prepared another multilitja mat to be married with the punched IBM card, In February 1953 a Code Sheet was adopted for the use of the classifiers; thus ! he codes for The duplicate preparation of multilith mats continued until instead of on a separate control slip for each documentp 1956? when a revised batch system eliminated the preparation of control cards for distribution purposes. In September 1919 each classifier was assigned an Intellofax stamp bearing his individual numbero Used instead of the classifier's initials., the stamp was affixed to three places: (1)=s-the face of the document to Indicate that indexing had been completed; (2) the control slip for the codes, so that key puncher could question a classifierp if necessary; and (3) the Batch Control Sheet (see Figure that stayed with the group of documents through the various processing steps* As the Intellofax System grew, it became more involved and procedures were constantly revised and 44 of y impro edo MD and Library personnel worked hand-in-hand in developing better and faster methods of processing the document flow and in 1~r ~! for every exceptn~ taking care of users' needso A procedure had to be written ft -:? See history of dissemination in chapter - -t1 Foct Vj)t Divisio n -Lachine Division Intellof o Procedure`s 1949-55 (in CRS Files Approved For Release 2004/09/23 : CIA-RDP84-00951 R 03000 2-5 Intellofax-page 36 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 For example: Extra IBM cards were printed for a number of offices- NTop Secret Control so that that office could set up its own Source Card File; 0 cont"I or every T,AT document -mss so that the Intellofax cards could be on contact card ( this procedure u continued until 1967); Reference Branch of the Library for every finished intelligence and basic intelligence (encyclopedic type studies) document for setting up a cumulative index by subject, area, and title (this stopped in 1953); and 0RE/ORR and OSI offices that were engaged in the abstract program (see page *, A special procedure was written for loan documents that were to be microfil edo If more than 11 subject codes appeared on see Figure the control sl.ip$ the classifier wrote 'tMATS" on the Batch Control Sheet opposite the CIA control number in the 'tcoded" column to indicate that additional Intellofax cards were needed, Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 ~.rr.rti r. m Microfilming q Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 (2} ;T a Microfilm Program One of OCDts problems was that-of keeping the Library operating at a maximum peak of efficiency, The Intellofax System had made available a greater volume of library document references to a larger number of requesters than had ever before been possible. The increased output of the System had resulted in a corresponding increase in requests for the documentary materials referenced. In wishing to offer maximum service to all offices, the Library was faced with the dtlima of coalescing two variations in point of view as to these services. On the one hand some of the Library users insisted on an inviolate set of documents in the Library at all times. On the other handy some. insisted on the availability of library materials to their respective offices_upon demand. In answering this criticism by an ORR ana rst: >~ I wrvt-el 25X1 A9A We clearly recognize the need for ensuring the availability of a master set of d ocuments; howevers keeping an original document collection poses problems of filings spaces circulatiornf and refersmse which are almost Vrerwheim o With 617,562 intelligence documents on file (but not all indexed) in the Lyrrary by September 1950.9 space had also become a serious problem,* There was no doubt in anyoneis mind that microfilming was urgently needed* Mamoy Librarian tol 6 April 1951 Excluded from automatic SI downgrading and subs Techniques and Methocuo d eclassification U. (in Library 1949-51 File: 58--98/1) Approved For Release 2004/09/23: CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 25X1A9A 25X1A5A1 in March 1950 the Library began experimenting with a microfilm and print procedure$ and by mid-1951 it had begun to microfilm all si le-copy material (10 percent of the receipts) on 35mm reel film. MD and the Library cooperated in developing the best sort of system to solve the document storage and retrieval problem. In Jiuary 1951, and his Deputy, examinee 5X1 A9A equipment at where 16nm microfilm was mounted into an IBM aperture or window card, This system allowed each document that was microfilmed to become a separate entity in itself and not just part of a reel, as was generally the case in most microfilm applications up to that time. 25X1A9A In October 1951 25X1A9A problem was urgent and proposed that the I.d.ary microfilm all incoming documents, keeping a copy of the document as well as 4FY ofa.1ra' he latter would be available at all, times both the micr for viewing purposes and for reproduction in cases where the requester wished to retain a copy. On 19 December 1951 the PCrn. authorized "microfilzring of al? signifi- cant incoming intelligence documents" and approved funds in the amount of $16,700 for the initial purchse of equipment and in the amount $62,2885 for the annual costs of personal services and supplies' .Memo, C. CIA I brary to AD/CD.9 .20 July 1951, sub: Status Reports 19yy- CIA Library Microfilm Program' Co (in Library 195L File : 98' I ) Memo, G,CIA Library to AD/CR, 16 Oct 51, sub: 'UTA Library Services' So (in Library 191i9-51' Tile: 58-98/1) mo, to Acting DD/A,. 15 Oct 539 sub : Microfilm Program of the Office, o Collection and Dissemination' So (in DD/A 19-54 58-98/2) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 INTELLOFAX*PAC 39 Microfilming Approved For Release 2004/ P84-00951 R000300040002-5 44041~~ from the Deputy- Director/Administration's Organization and Methods Service surveyed the proposed OCD Microfilm Project because of Jurisdictional questions raised by the Uffice of General Services. In her final report a October 19 3 A X1A9A recommended that the personnel required for operation of the system Ua~J~ be on the -- T/O and under t supervision She outlined what the proposed system would achieve by 1956s immediate film inspections immediate customer service on the entire collections el3minat ,tracing of documents and repeal borrowings from other agencies, about 9(3 econor in apace and filing equipments better utilization and conservation of personnels pera.ft redact -on in size of researchers' files and expedito chain routing of document Ithe mid. 42 2bove) Approved For Release 2004/ DP84-00951 R00 GROUP 7 Excluded from automatic downgrading and Int e1,ioiax .L.[J Approved For Release 2004109/23 : CIA-RDP84-00951 R000300040002-5 Research and testing ctntinued throughout 1951, 1952, and 19530 At a CIA Budget hearing in October 1953 - rn Andrews stated that ND's prim job was to keep pace w ,th new developments all over the countryp'but that the most important research then at hand was to develop a microfilm processer that, in conjunction with the Inte]lofax equipment, would ensure that the Library would give to the abaly:t the documents he a sked for. At no expense to the Agency, but at OCDts suggestion, the undertook the development of a new machine to r eproduce prints of microfilm negatives mounted in IBM??Dilmsort (aperture) cards. Because no ollhe chine existed at that time that could perform the necessary task for OCDts microfilm project,. Dr. Andrews requested an expeditious procurement of the automatic one-step reproduction .equipment (Photostat cpe#tgr) at a cost of approximately 3,950oT- Microfilming of incoming documents began officially in March 19511 with the following equipment: two Recordak Model D Planetary microfilm mameras for the purpose of making initial microfilm reels, three Diebold film processors, one Microtonics Film Printer for copying the original reels (one copy of the reel was placed in the Vital Documents Repository) y three Filmsort "mounterd" to cut the microfilm reels and install sh e frames in the aperture cards, and one Photostat Printer-.Processor to make positive prints from the aperture cardso /O.C.D. Topics to be iscussed in CIA Budget Hearings, 22 Oct 53. S. (in Chrono 1953. 58-9810 ' I Memo, AD/CD to Ch ef, Contracts Branch, P & SO, 20 Nov. 53, s tb a Re.. quest for Purchase o otostat Copy--Card Filmsort Type Machine.% Api*AI2d or eQeas19 g 23 8CNIMP84-00951 R000300040002-5 Jnte.! B orax-L i. Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 The aperture card (see Fie was a punch card that had information identifying the microfilmed document printed across the top and 16mm film images of an intellofaxed document mlunted in apertures (openings on the right-hand side of the card). Aperture cards varied in that a single card night contain one, two, three, or four apertures. Each aperture contathied a maximun of two film images, each image being a page of a document* The basic procedures of microfilming documents did not change materia]J,y until 1968 when 3~k= film replaced 16mm. 25X1A5A1 A screening committee of librarians and machine people) chaired by of the Analysis Branch,yras established to scan all documents at the intake point and to work up proper procedues. The first documents microfibmed in March 1954 were State Department despatches. These were followed in April by Air Force reports (from an original ozalid copy, which had to be returned to the Air Force within 48 hours); by Army and Navy reports in July; and by the last segments-CIA reports--in fleptemberQ With full-scale microfilming in effect? the Library and MD decided late in 195 not to microfilm NOD & documents because their con- tents did not meet indexing standards. In April 1955 this decision was amended so the microfi] ing would occur only for those NCD` S that were single copy-, required further routing, contained enclosures, or were of CIS: originj thus ensuring an inviolate copy in the Library, In the s t by. step batch procedures established for the flour of documents, microfilming * Detailed procedures of microfilming were outlined in CTA/CR 25-3. ' 5,01 CI:A/CR 25-3, December 1959, szA-c Refg nce Aid on Machine Support 7-~ Z..= ""'? ScrErLcass C. 6n CRS Historical Filn4 . Ttsellofax Chronology -Abpendix Approved For Release 2004/09/23: C4A-RDP84-00951 R000300040002-5 " L/ Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 occurred after indexing: so that N determination could be made I O~x first, This had one big disadvantage in that the microfilm of an indexed document was not an file until after all other processing had been completed* Print service from the aperture file became the responsibility of the Circulation Branch of the Library where they were filed by control number assigned to the document. 35mm reel film was used for documents over 50 pages in length. Bulky and oversized docurnnts were not microfilmedm Any equipment developments or problems were the responsibility of ND# such as experimenting with improved aperture card positioners for Filmsort viewers and with better methods for printing documents from the microfilm viewers. See page 45 - for microfilm designators assigned to control numbers. Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Intel lof ax-45 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 (3) Machine ?rocassir After the microfilm prograri was implemented,, ND inaugurated a system of using work cards to prepare LWellofax cards and aperture cards. A work card was a bunk brown punch card. For the preparation of Intellofax cards, YD punched one (from the code sheet) one subject and gain area code into each work card. It w as possible that several work cards were prepared for a single docttient-? the average being four.e The-I loi-t o=' :e. When t1 e printed white TatelloF'ax cards (made by PSD from the multilith rat) were received,, the punched codes were transferred from the work cards to the core: ospondi ng L ru. I nitt el ?oSsyfvVaxcarde s, Off es uti -tt i - e containing the bibliographic citation. After the above processing was completed,, r) used the Intellofax pork cards to prepare statistical records and eventually sent the cards to the Vital Materials Repositoi7 (,121) at the rate of $66,COO annually. These cards 1~ could be used in ~~emergency Visas- to reconstitute the they corit4 ed ;xr' the Intellofax File $ but .,,only the punched information and not the bibliographic citations Ono work card was also prepared from the Batch Control Sheet for each microfilmed document, .Coded information (docur nt control num;er,9 date of fil ing,t number of pages in the do3-ument,y the sequence miirber and the reel number) was punched info a work card first Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 IntFellof x-)411 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Consumer s Prsric e to rather than directly into a blank aperture card because it was more efficient to punch one work card for each document,, select the number of aperture cards to cover the total number of pages in the docur;nt and then transfer the punched codes by machine from appropriate the work cards to the,,,ipperture cards. The document control number printed across the left end of tho-&p each aperture card faciliated the manual sorting of the cards for faliai; by document control. number in the Circulation Branch, Libras was provided on tb- intellofex rile in the form of Tnteilofax tapes ,tea e = o The tapes turpre lists of bioliograpitic citations on the indexed documents., covering subjects, areas., dates., seciril;3r classifications and, other details specified by the requesters The tapes were arranged in the sequence specified by the requester--that is, by subject., area., itIVI source, or dates unique The Tnt?,llofax tape was prspared by the47Cfatsrile process descr taed `F b 1, , lL"y '-j++ . N+ Y F.Lf.U+.s. .1 BI.bw~ (iL. LF.~ ozi gage , ' u:iu l 19519. developed nnhou&a much faster%Card,L st,Canera. By this machine the printed data on the cards were photographed on a I.-inch strip of photo-.sensitive paper] at the rate of 3,600 cards Ter hours r:e a a om the cards The tape was then inserted in a modified Photostat Expeditor (had no exposure xanit)., a machine that developed, fixed.,, washed, and dried the tape in a singl operations The machine could process tiro tapes s7 multaneously--350 feet of single. tape hourly-or a riaxi um of 700 .f^~ f tape hour].,. Appl e r Re~er 2VU4/?9/23 D 8 (~51 ~3000~4 00 - a, t~ j Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 f. The Source Card File An important by-product of the Intellofax System was the establishment of a Source Card File. The Library early recognized the need for a card catalog of document sourcesy similar to the author catalog for books. In the first coding efforts of 1948 prior to the Batch System., the classifier wrote the ISC codes on a 3"x5" form on which the typists had typed the bibliographic data. With the inauguration of the Batch System, I,?) provided the Library with a "cut" Intellofax card or control slip for the Source Card File. This File served several purposes: (1) inventory of document holdings., (2) identification of a documentsnci 131 loca- tion of a document. Requesters looking for a specific document often did hot have the document number but might know the source and/or year. The cards' were filed by source of origin with further divisions by year of publication followed by specific post or agency breakdown and document number. A brief title description of the enclosure and a notation whether it was received or no jreee_4~;Q4 microfilmed or notm d, appeared on the card. After the inauguration of the microfilm program in 195Li., the approach to the aperture card was only through the document control number that appeared on the source card: cure 4' control number-on 16mm aperture card 'tC't + control nut.ber---on 35mm reel. film 'IV" + control number--not micro t'ilme d and in hard copy Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 The source card that was prepared for-111 4 5 contained only an abbreviated bbiliographic entry., that is., sources document entry., date., and security classification, The ti:ble and country were not entered, This abbreviated notation saved typing time., but it created problems when librarians searched for document identification, By March 1961 a full source card entry w as made for all N P> that were microfilmed., the so-called. Pt#T'-M category--- primarily CIA documents that w ere nedexed. For further discussion of the Source C . rd File see 25X1A2G page I_._, the /xnpact of Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Y7 .11 Ic. ge The latelligence Publications Index p,v 25X1A5A1 Equally as important as the Intellofax System in the history of OCR's document and indexing s chemes was the IPI0 Because the !PI was actually a corollary to the :Intellofax Systen, its history is dealt with here* Although the lute?? ofax System had included finished intelligence documents since early 1949 with a special "fin intent` punch added to the IBM card, OCI made a strong plea in 1951 for a separate printed index of finished intelli- gence studies? The request was all-encompassing and included intelligence studies and featured articles in intelligence ,periodicals, up through Top Secret, published by Intelligence Advisory- Committee (IAC-successor to TAB) agencies, certain organizations ? .. 25X1 C8A subordinate commands, and intelligence Library personnel made trips in November 1951. to the Near York Tim s and. to H.W? Wilsom Co. to r eview their x?espective Issued in October 1952, it listed as its purpose: procedureso was recruited from Catholic Hniver,! t,, where she had been involved in the preparation of a similar Readers' Guide type of index. One of her first tasks as chief og' the Editorial Section of the Book Branch of the Library was to prepare a prospectus to the Index to Intelligence Periodicalso To e stablish a current., continuing, curaulative,a subject index to articles and studies contained in a selected list of the more important intelligence periodicals heretofore not con red by cumulative indexing Frequency was to be monthly, with semiannual or annual cumiAations. A full. set of the IPI is kept on file in the CRS Document Library 4 WA4~A25 ,sub: rip I ~ qdCFp%W ~~ 0 ~ P MC ?AR to New York, Nov 1.3-114, 1951a Jo File : - 14i 8 Lb 01. _A Q-Q") Z473~ Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 q~ r ved F r Release 2004/09/ 3 : CI,- RDP 4-0,09551 R000300040Q02-5 Reactiono the proposeddex throuou gencya., the intelli enee comnrznity was most favorable, # 'valuable suggestions received on coverage and format. Issue No. 1, dated January 1953, was entitled Intelligence Periodicals & , @ I - changed with the November issue to Intelligence Publications Indexp when, after much urging OCI, finished intelligence studies were included, I The IPI was a conventional library index, follawing".American Library Association rules for bibliographic enties. Arrangement in the enlarged IPI was by subject and area in one alphabetic sequence. The IPI staff opted for a sem nnual cumulation as easier to prepare than an annual. In January 1955 an important change in format occurredc The index was arranged in three sections: a classed subject index with area subdivisions, thus putting related subjects into a compact section of the index; an area index with broad classed subject subdivisions; and a list of series by source and titled The area subdivisions of the subject index, the countries of the area index}and the bibliographic sources of the monographic series were arranged in alphabetic sequence. -- ----- - - _). Beginning with the January /?S1) issue, a black border appeared on the edges of the area index for easy identification. The security classification of the IPI changed several times: it began as SECRET in 3.953; from November 195355 it-vas CO'IFJDIEMTIAL f Exc1 ed famatie GZR". oy'rn . d -dassifie6flon Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 p ~ b verl nr Release 9nnd/nQ/23 ? r_IA-RI,P6AII'N1Q51Pnnn-annnA nn9-5 1tlN 1' /1"Llj MrMr- Llvlu' ..LJ;JV -Wr 1.V WCta L)' LLJi ltlv v1LLQ? 9 device h ttshingledn' typed cards onto a large board. '', " },~ An IPI issue was assembled by means of an aligning 11""- I l The assembled boards were returned each month from Printing Services Diviside aauxi the cards stripped from the boards to be interfiled with each monthly group of cards, ready for the se , nnual cumulationo In 1957 a Justo- writer Model L Recorder te, a Justowriter L Reproducer and a ) Line Fender were procure". A punch tape containing a record of what was typed in the form of a code for each letter and function was inserted in the Reproducer and run continaously until 10 cards, a standard number to take care of the.r three indexes, were produced for each entrya Justified composition was produced on a continuous strip of perforated card stock. The arrival of this equipment made possible the assembling of a monthly issue for printing within the first week after close out date. Beginning in 1960 the June and December monthly issues were omitted) and the entries of those months appeared with an asterisk in the respective cumulations. This saved about $460 a month in printing costs and provided for faster publication of the cumulationso Document coverage for the IPI evolved throughout the c Rules for f1oe7 and years as it did in the Inte7lofax System* selection oriteraa were made simultaneously with those for the Intellofax Systea. The c.,-sequence of selectivity .a~wneroam9 aid atTecle5sifi284~$n Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 5 Approved For Relea M /2 ,pQUksRJP O25469N&%NO4&QRCO oEzr TheNational Intelligence Surveys (NIS) (see Appendix t5), were indexed from 1953 until 1958; classified US research and development fv/7 publications were included from l957 ,r58; PD]) publications were selectivity indexed after 1955; selected non. NPIC photo interpretation studies were included after 25X1A9A 25X1A9A 25X1A9A 1960, In 1956 a request to index the lI Daily 25X1A7B Reports in the IPI was rejected as not feasible, be- cause they did not fall into the criteria of finished The intelligence, (IPI staff was constantly making decisions as to that constituted t?tin intell,") At the request cf the DD/I in 1955j, the IPI staff began to provide citations of all new monographic intelligence, including the NIS's, for listing in the back of the OCI Current Intelligence Weekly SUMWr7* 3 ~ $ { ytiwrub X1 1 K , zL.,v. 4-to had been designed Gtez a six-character co o The seven major chapters were: 100 -Governments Politics, and International Activities and T~atitutea, 2OOZo-vial and Cpltnral Structure and Institutions, 300-Zeience and Technology, Engineering, 1j00- Commerce, Industry", Finances 504 Transportation and Comiimunioation Sy?stems, 600-Resources, A Commodities, Weapons, 700--Armed Forceaa The combining of military 71,/CODIB- 13s 9 June 59 (in CODIB 1959 64-341/2) , /Intelligence Subject Code 1960 (in I511 Historical Tntellofax Files) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 6( Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 organizations and activities in chapter VII and the establishment of a single list of military weapons and equipment a in chapter VI simplified the use of the ISC by the i].itary services (and was actually the Air Force's sugges7ion)o Eighty-nine modifiers of three digits each were available in combination with the subject coded The Introduction ex-- explained that these were "a facing device which can be combined with certain subjects to mpeoify actions or states which affect these subjects," 173/ The Area Classification Code had been prepared under an 25X1A9A irman, rl~cing Group, of which was chairman, AB IP/ ODIB o The Code was designed to be used with a six ndigit hierarchical ? digit non9lierarchical. numeric notation (for CIA primarily: if the Intellefax System continued), The Code was organized into nine incisor area divisions, The last position of the notation wee called an "indicator" showier either political affinity. or a geographic unit. Far ewe Communist China was ACH00C or 1013; Wept Africa, AOOOCW or 1006. Only USSR and CmmYninist China were or provincial subdivided completely to administrativeylevels, requested by the alphabetic notation ( Air Force) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 25X1A9A senior classifier 25X1A9A normal disseminaticn cmVleted. is d ocunent _waa, the~ ~``afore, net (cozwers1on 'took time) available in the aperture and Intellofax files for 8-9 weeks as (1960 and 1961 respectively) increased processing time and manpower in CIA to orenar9 Air Force reports for Intellofaxo Ible Air Force sent-the 'coded document (for conversion) almost 6 weeks after had been 1f Ewen bef of a the final acceptance of the revised ISC, CIA and the Air Force agreed to exchange their coding effortso The former sent its Intellofax code sheets to the latter). Air Forse's "Okw code sheets were accepted for conversion into the Intellofax Systemo This exchanger enabled to the Of, the Anea]tpsia Branch cease coding Air Force M's and td free classifiers to support the iD testo it also set a precedent for cooperative processing in the intelligence April, 7 ~ commlunity. Beginning in June 1959, this exchange lasted until 1962. CIA's the Air Forces Subsequent changes in the Intellofax and, 2I 1 ARD System opposed to 2-3 weeks for other sourceso Division _ The Docw.ierrt $ ent its senior personnel, o von in 1960,1961, and 1962 to train request, for short periods g service personnel in the use- of the. revised ISC s who had been responsible for conversion of M code sheets to Intell- ofax) to the Air Force Strategic Command in Omaha, and to US Air Forces in Europe. Nine separate training sessions were coducted at CIA headquarters fob Air Force, Army, Navy, and even State personnel, ,~ ~/.Y!! 7V ~ .l/ l CIIC r . ~ bv'G7 M G p~~w l~r 2 -~ 7l~ -CGS _. App o o~`f sl asgg 4 tvi~ ~, R4 7 Y2 : P 'x DR8 - '9 1, Dfa P Intelloffax-page 63 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 (11 Purpose and Developr e rt - The Machine Diction's charter to keep abreast of the 25X1A9A research and development in machine technology led 0 25X1A9A 25X1A9A 25X1A9A (with the Management Staff since 1950) in 1952 to investigate confidential new equipment being developed by Lastrnan Kodak for the Air Force* Wit s1gnr en in September 1%5 to Join the staff of Eastman Kodak, his successorl ascontinued the close rapport with the Air Force in devising compatible methods for joint Air'&C I A use o f a m u l t i , - - ; m i l l i o n d o l l a r system k n o w n as M 3'A Dp Four and one-half years of effort in overcoming problems in opties, photography, mechanicsp and electronics ensued with Eastmano OCR's M TQA'RD Project wall OCR's biggest system design effort in the office's history since the innovation of the Intellofax System? From its inception in 1917, the storage and retrieval capability of the Intellofax System had been increasingly strained by the flow of information until, by 1955? storage, retrievals and costs problems were considered urgent. The increased growth of the film bad been accomplished by multipli- cation of IBM equipment rentals, storage units, and personnel* The rationale for CIA's interest in. M~ was spelled out T Dr. Andrews in a 1955 memorandum. to the l ro ct Revie~x Committee' He recommended a contract for the purchase of M Ai equipment at an estimated cost not t o exceed $330,000 in order to c onduct "an early and large scale test of .. odata handling equipment. ..which it is believed capable of substantially improving CIA's Intellofax Syetemo":I Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 /~1 aop AD/CR to PRojeet Review Committee 25 Aug 55' sub: M Project. Co (DD/I 1955 ) e -l3~ Approved For Release 2004/09/23 : CIA-RDP84-00951 R00030004,0002-5 Eastman had developed an iAformatiorA storage retrieval systan utilizing the micrephotographio medium in the form of a piece of 16 mm x 32mm, 04led the 1N? 94 t D. (see Figure 7) Eastman .claimed that' this provided for the first time a storage and retrieval system that could be searched electronically and that combined the mobility of punched cards with the compaetnese of microfilmo I' MO 't)S representing millions of pages of material could be machine organized in one file cabinet In such a manner that rapid retrieval was possible. The PARD System called for the retrieval of document images either for viewing or for the reproduction of hard copyo Retrieval would be by the same search parameters as in Intellofax .b j ect and area codesp source., date' and security classification* eaatase~-the '~s s' i a nwimt `oi``fi~zcte sr`~ of ?lixzari` Ui tati-OW, -with I Bid (Wid ' the ?~~oulc~bee' or-a-dacanuant~. bat~I1.- ate- their Ar-Fvr hoped-?that-.e 3.derarrle ~1eri~h~rYess'~ cow~].d, hs_.acha~d byr^rotzs OCR anticipated thht M j& A RD would hasten and expand adoption of corsrmon data handling procedures throughout the intelli- gence cormiunityo The Air Force and CIA maintained a continuing degree of close cooperation on an almost daily basis with the mutually agreed objectives of achieving maxi.mu m compatibility' as a result of which thgr both anticipated the exchange of M GM &S in an ongoing system. Because there was no limit to the amount of index data (no 8O-columh limitation as with the IBM card) that could be used for any doeumehts, both CIA andthe Air Force hoped that fi~,rn Approved For Release 2004/09/23.: CIA-RDP84-00951 R000300040002-5 ~pproved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 considerable "richness" could be achieved by generous indexing of names of people, organizations, installatior~, and locations. MD and OCD/OCR managers made frequent trips to Rochester to follow the developmental progress of the MIi1 2JW equipment which was in the blueprint staged 25X1 A9A In the spring of 1956 I I was detailed to the Pentagon 25X1A6A to assist the Air Force at its request in establishing detailed indexing, plans and procedures, and three members of }ID spent several months with Air Force personnel in their stutbr of the experimental equipment* 2 Doubts The it orce negotiated anccpansion of its contract with Eastman to enslire the manufacture of a second set of equipment for CIA he equipment arrived in dtages, but the conc+lete C, set was finally delivered in November 1958 in, specially air-- conditioned rooms ca the ground floor of Installation was completed in February 1959 During the period between the order date and delivery, several major modifications were made in the equipment. CIA was aware of them but had no legitimate basis for objection because CIA's program w as appended to the Eastman Kodak/Air Force development program. The changes did, however, invalidate the earlier space and personnel estimates. Operating speeds on the duplicator, sorter, selecter, and process6r were substantially reduced0 By the time the test phase arrived,, the 1,1 .ZY ' /Memo, AD/Cf to Mai Gen Millard Lewis, DDT/USAF, 3.7 May 55# sub: CIA Participation in Air Force's MIIi CARS Contraoto a. (in Chrono 1951-55 ~1) // Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 4 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 earlier expectations from M P had been somewhat modulated, There was some feeling in CIA that extreme miniaturization whit e] iminated manual access might prOTe inferior to the 16mm aperture card systeno The combination of codes and images equ prlcnt with the _aa^abil?h ; OCR's tasko Still prior to the tests senior classifiers expressed the thought that subject coding? the slo est phase of Intellofax, would be even slower for M QAfD because of the increased coding complexitieso The pros and cons already, continued, but the final recommendatiii was that hav1n;hmade a substantial investment in M COM and in spite of the rsserrat s that had developed? OCR sh&uld male its o r ct evaluation and Test: Taut and Retriev4 in the saws card w as questioned, as was the loss of the bibliographic Intellofax tape, The changed equipment specifications stimulated OCR.ts managers' belief that additional purchases would be required at-an estimated cost of three to five times the cost in the original orders with an estimated equipment delivery of 1-2 yesre. Despite the increased pessimism, M, though untested, seemed to be the only alternative to 'A?4 of handl in; - A. test of the equipment and of several systems apppica- tions began in January 1%9. In the meantimaj MD had been photographing n codes and the related documents for about 64- 7* o f the CTAI information reports that had been pi;c.ssed into the Intel.lofax System. 25X1A9A i . _l s esker-ef1managed the era-men emo, DAD/CR to AD/CR, 22 Dec 58, sub: M TCARD Testo_C 0003X4000 +r~a}j . 'i O o~ a q> 4)4)4 to ra W ~~oy 6? Approved For Release 2004/09(p, SZ A-RDP84-00951 R000300040002-5 As of Ap*i1 1958 there was- an e sti sated 13,000 master MIfboAl I in the special file mechanically converted from IBM cards, The full line of rjofC equipment was operated parallel but separate from the Intellofax program. AMli~ Project Test Mannal. (dated January 1959s revised August 1959) spelled out the objectives and stated that the test was intended to find out the quality of the systems, as interpreted by both OCR and its customers and as compared with the Intellofax System, A test corpus consisted of a copy of each document distributed during January and February 1959-u-approximate] 25,000 information reports containing a norm-a mixture of document categories by sources, format enclosure variety, and with every kind of problem in subject coding and ph6tographys, including paper types, inkss, size W"color differencess, and varying legibility? The documents were processed into both Intelofac and 4lXT,AN),,with codes and document images stared in separate but related M#TXP D'So (The Air Force had already experienced difficulty in placing codes and document images on the sine I I A~RDd} A coding variable was the use of the revised ISC (the 1960 ISC in draft) for the Mt,AD test and the old ISC for the Inteellofax input and retrieval., (This also provided an unusual chance to test the revised ISC. Several weaknesses ware corrected before the final printing.) This test required the services of 18 staff members for a period of approxnately o set year, The indexing staff;-made up of soma of OCR's most e xperienced people ( four classifiers from the Analysis Branch and two from the--Speelal-Regis-teas pus one reference librarians, operated in spade contiguous to the Analysis 25X1A6A Branch in th gall supervision was under tbo Approved For Release - 84-00951 R000300040002-5 7W A mo, DA.D/CR to Indexing Staff (by name) $ ii Apr 60, sub: Commendation, MR) Ch->r'ek An A),-, On Asi, i/._ z vdia page /6d Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 the aegis of OCR's Automation Development Groupo_ The significance of the test lay in unique MARD coding techniqueao This included rules for linking codes in phrases and for using clear texts b ;of which wr4-aat possible in the Intellofax System at that time. The retrieval test began a year late in February 1 9(} after input was completed. .,-test questions included both live and simulated requests suggested by retrieval test personnel (two groups: the Composite Intellofax Group and a M 6ARD Composite Group) aIftd by other OCR$ other CIA, and non-Agency personnel tdto were Intellofax users. Also involved were requester interviews to define and redefine questions and to check customer satisfaction with content and format. )Findipgs and Conslusions The test clearly demonstrated that subject control of information and . tbie pro ei .tme a -tployedrthere Q` were the principal areas to cohsider in the development of a successful system. The overall retrieval tests showed an appreciable qualitatIre advantage for M ,r,G,D. Both systems combined retrieved 997 specific references of which M CARD obfiined 788 or 79 o a the total and, Inte7lofax obtained 6449 or 65f,bf the total. The retrieval groups concluded., however, that this 'superiority was attributable to 25X1A9A ADC was organized with from MD as chi of in June 1958 after Task Team No. 32 on MIWTCARD 'rea mrrended that OCR should have a continuing high-level. planning and management staff to Investigate new 25X1A9A ideas. This staff reported directly t? 'a Team No l2/4 in Task Team Reports., 1958. - H tom; ; cRl =, ~ n ~ 3 - S'~pe al=Reg 4at had for-nanjr .,rears in its indexing - stem been using clear text for abbreviations of or an3.zatio Approved For Release 2004/09/23 : CIA-R P8 -00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 the coding and procadural techniques used and not to the IY The Chiefs ADG submitted a detailed study outlining equipment and personnel utilization for the 1 C, tD test project and requirements for a fu l-scale MtiI4. D System. H. recommended that the MINICARD equipment not be used in OCR* LJA 1/-,%Z? in his final report to the AD/CEiave the following reasons for rejection ywith which P' . Baxel concurreds aoThe retrieval tests clearly showed that any qualit4tive advantage of MIlICARD over Intellofax could be introduced into the Intellofax System with only minor revision of camm" routined and at a minimal cost. bo A substantial standbyequiprnent woun be required with MINICARDa c. It would be necessary to operate the MOARD ahd Inte llofax in parallel for not In s s than 7 years s;eIntellofas could not be converted feasibly to M C4BDo 7 do The technology of storage and retrieval of information has advanced so rapidly that *"t -be a "` Mfl IPJRD, even in its latest model, ,;to be obsolescent. e. The economics of the Mt RD System are prohibitivb* f. Personnel required to operate t h e M t Y I C A S would number 47 more people than w ,y usto operate the Intellofax Sys temm,not including the extra /(Memo? C,ADG to DAD/OCR.. 1 Apr 60' sub : MINICARD -Test Project, go (in MINICARD Folder V -,3 yI Co (in MINICARD Folder R I) j c( - 3 y/ Memo. DAD/CR to AD/CRS, 8 Apr 60 sub: Final Report on MINICARD Testa Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 OApproved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 analytical personnel demanded because of the improved coding technique. g. The original space requirement was of the order oZ 3.00 sq feet per MINICARD installation, .endings indicatttthat 3#007 square feet would be required for an insta3.1a tion of the size necessary to handle ow load DD/S concurree-in OCR's conclusionedirected they AD/CR to proceed with plans for the disposal of the equipment . ; and supplies on hanct, / It was incumbent upon Mr. Borel to explain OCR's rejection of the MINECA`RD System to CODIB. ft s summary and decision appeared as follows Our findings are negative, This conclusion is based only in part on our findings that the M GrAY D System would nod enable us to give substantially superior reference service over that possible with our present system,,*... expectation of econsies in the Agency from a common community program for one-time processing., common code, and identical equipment and proceJres has not come about and from all indications would not c one about through MMARD, whether this Agency adopted it or not. Technological advances since 1955 have been such that alternative systems have been presented and no other Agenc in the US33 other than the Air Force plans to use M'IN 1D, One of the aims of CODIB has been the stimulation of compatibility of systems considered, and this goal has by no means been reached: to hope for identical systems is just not realistic. * ,As a result of the tests, the Working Group concluded that ICAAD did not live up to what had been hoped for in terms of our own problem, There were demonstrable advantages, but important disadvantages were also discovered, Ad a consequence the Working Group did not recommend a conversion from Intellofaz to MX=k9 but recommended instead the modification of Intel.].ofax to incorporate as many of the advantages of IIIN'ICARD as were technically and administratively feasible. OCR management took these findings into accounts along with the proportional 81/'Memo,, DD/I to Project Review Corp ~ittee, 3:8 Apr 60, sub: M RD, C, OF UUUAn_V_Z.31.Lp 3v dune 60v CIA/OCR MI ARD Test, C. (in O RCA Folder Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 1 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 role that machine searches play in the overall OCR service pictures and the present limitations on staffs moneys and spaee. These considerations le8 to a decision not to adopt the MQA'D System as a substitute for the Intellofax System..,, So 8 years later (starting with the early investigations in 1952) after a tremendous amount of manpower and effort? upended s _.G! - iii adequate printout method was actually a more serious matter.'2 25X1A5A1 ApproQ94I s 04/O~A' I~-R B ?tYt 5. NietF F J& We-W /01 */,' Memo, Chairman DARE Committee, 30 Jan 64, sub: Status of DARE Proc-ram, Special Assist t-to the AD/CR , /chairedt i' Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 2. July 1963 for the development of a printoA.t machine that would enlarge the DARE image to approximately original document dimensions and provide a positive print by anelectrostatic 1 process. In the meantime, ND's Photostat Expeditor was adapted and used until the Xerox machine was available in November 1964. ED's Equipment Services Staff also developed .a Viewer-Selector for magnifying and selecting DARE cards, Ftll realization of the potential of the DARE System required the resolution of other problems, some of which in- tolved interagency c ooperatio i o Problem one was the d.evelopr nt of "meaningful't control numbers for incoming documents. (See page 58 for seven-digit common number s?rstem4) The Defense lirtelligence Agency (DIA) adopted a 10-digit meaningful number a: faith the Agency's establishment in Janyir~r 19530 Through the efforts of a spacial OCR study group' the CIA reporting components nit began to assign a new 10-digit number on 1 July 196)4 State remained the significant holdout as in the past, and DD control continued to essign. numbers to incoming State reports. (State still. does not comply as of 1973.) Problem two., also venerable.$ concerned the standarization of quality and format of documents, 25X1A9A See Intellofax ProcedureManual 1964 for complete list of 10-4igit control numbers, 1 (Intell.ofax Procedure Manuals in intellofax Historical Files 1-718G) The effective date was set at I .July 196)4 in order to permit DD/Pts 25X1A2f,rge-scale machine o eration., rroject I to rise its programs to accommodate the new 10-digit control number, '~=F The history of -U-iis effort is well summarized in CODD3-D-78, which cites 37 other COD-109 documents on the subjects ~_l (0017 3 D-78~ 7 r'!ar 61, sub: Common Format for State Departmebt =orei'gn Service Report- an Related Problems, C. File : COLII3 1962 Job : 644a/5, IlTemo,, Chairman DARE Committee to C/DD,ID, and Librar_$ 10 Oct 63., IQW sub: Appointment of Study groups for DARE Project, Sc, File: DARE Approved TI P " 95~.on Reno to an su on ?*o uin e.rs nor orma ton R or t , S So File : ~ / Ibid. Appr34'd sWaa2bb4td 123t c tt DP84-00951 R000300040002-5 or bibliographic purposes depended in large measure upon the degree to which the source agencies would provide for the inclusion of certain elements, such. as enclosure informa- tion and expanded titles. A DARE Committee- study_...gr on, 3Lnforznation report formats took steps within the Agency to con. on white paper inseq~d of the traditional ~`3t had been using. Both 00 and DD/P adopted a commeon formate The adoption of a USIB?vide coranon numbering system had accentuated doubts about need for a Source Card File in the Library. This File had been the subject of special study on a number of occasions. In November 1962 the Library- proposed and the Machine aid Document Divisions agree/ to A 190-day test to cbtermine the Library's need for source cards, After the test period a four-man Library Committee recommended that coircecards be continued for all collateral documents received in OCR and be recognized as a record of common concern to all OCR Divisions involved in the Intellofa-x system as well as to USIB agenceesso~The three concerned Division Chiefs (in O 1961!. > Gy 3 agreed with the Library Committee that the Source card File was the on7,~r "author" file of intelligence reports in the community and. should be repined until something better ~~t 10 ome alonge /16 , 11I J) IV-,, JODIB-D CIA/OOB Information Repcrtsa OUO lO % Memorandum of Agreement-CIA Idbrary,ND and DDs 5 Nov 62, Internal lO:. Use Only (in Library 1963-63 Job t 65.1a3t3,) Memos L3brarY Source Card Committee to CIA Librarians 28 Feb 633 sub: Source rd File. S. (in DARE Folder 68-1187/ f Memo' Chiefs DDslMs and Library to AD/CR9 13 Mar 63' sub: Progress Report on DARE Equipment in OCR and Related Matters. C. (in DARE Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 to print itq,00-B reports page 92 := /, r I ~2004/09/23 : CIA-RDP84-00951 R000300040002-5 _...r At the request of the DARE Committee,in may Lybj a sLUUY was made to determine whether a machinable source card file of uncut IBM cards should be established and whether document retirement and destruction information could be incorporated in the source card and thus abolish the keeping of a "retiremer book" The report was ~r essentially favorale to these propose In September 1964 IV- the Chairrran# bare Committee suggested that the Library review the earlier studies and determine whether the time was opportune to make arr fundamental change in the operation of the Source Card File. The Library concluded again nd -just as adamantly as a year before that the discontinuation of the Source Card File Would have a criPPI-ing effect on document services and result in additional manpower costs of 15 hours a dayo The Library was, however, in favor of uncut source cards with the implementation of DAREo In the study it was stated that s '''The Primary a dvantage the Library can expect to gain, if the use of the DARE equipment for coded documents is implemented, would be earlier delivery of source cards and simplification of search for documents in the process.'* In September 196J. the three Division Chiefs recommended the implementation of DARE e several divisional reports set forth the (feats DARE would have on their procedures, efficiency, and serviced The chief advantages appeared to accrue at the input with some savings in manpower and times', , as well as in some simplification of procedures? The DARE machine tud out on1;}r the specific number of cards 25X1A9A J7 _ 'u161 "i'Iemo IJ to r. CIA. in --a Librarians, 27 Mgr 63, sub: Proposal forpUspeof ' P.211- n fir HART`. FAIiAr 68.-x,.8713) i ee F di- Me4mo Staff Assto to CIA Librarian, 7 Oct 04s sub: Suvsuant 9 _ - ,'0.., _ rN f.1.- - --- -. above) -- C C ttee to ADJCR 22 Sept 64, sub: Status of Fdi f r "'WG /0,9CIA~RDrP84ULRO 100 ) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 for the Intellofax file, thus eliminating the wasteful operation resulting in the destruction of 3 million IBM cards per year. I (PM, which was -- -= - > responsible for reproducing Intellofc had printed a standard number of carder, cards from the multilith mats regardless of need.) The Chief/MD pointed out that the addition of a new file to the already in existencef ?Ait?and '~Bn Tntellofax files added complications to the processing cycled Procedures for handling damaged cards would not be as satisfactory as for the non-DARE Intellofax cards because there was noa one-to-one printing capability that could handle the reduced images. The anticipated affects of DARE upon procedures and services in the Library revolved mainly upon the usepf two different formats and equipment. The Library still had soma reservations about the two-track system and the negative affect it might have on the customer.0 Anything less than a thorough, sympathetic,and painstaking effort at the point of customer-contact could well make the difference between success and failure. I:l ~+ A Quality Control Committee, consisting of one the Library, ND and DD, was assigned the task of member each from -~' 0 and bringing.,, preparing together all of the procedural instructions and forms for theme $ implementation of DAR, the establishment and administration of quality controls at'selected points in the system, the development of vidual briefing materials, and the conduct of a dry run during the week of 26 October 1964. Z ?te,y~ rC4 v}k~~ % ;tG. 7i~w? r The DARE System became fully operational for both N9{?.*D and indexed portions of the Intellofax System on 2 November 19611, another important November date in the history of, Intellofax. (November 1960--'7 -P l.Tt~ demo, Chairman DARE Committee to 1 1 12 July 61i, sub: """".DARE ality Control. C. (in DARE Folder 71 Approved or Release 2004/09/23 : CIA-RDP84-00951 R000300 002-5 25X1A9A p a ge 8t, Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 25X1A9A Within 90 days of the full implementation, wqs able to report that performance e xceeded expectations "both in econ and efficiency of operations and in customer 11 ~ acceptance." The lapsed time from mail d to Aperture Card and Source Card Files was dramatically reduced from 2 or 3 weeks to 7 or 8 days or less and vast being further reduced. N9 items reached the file in 3 days or lesso Significant savings in personnel were effected, especially in with the dissolution og the Typing Section. (Two typists transferred to the Iexperiment;5X1 A2G three to MD., one to BRs and one to the IPIa) The merger of NO and index cards in the Source Card File was accomplished and this venerable file finally became mechanized because uncut (long) DARE cards were used as source cards, An Intellofax requester~,as provided a large greener booklet of document-size prints of the DARE cards for documents indexed after 2 November and a small green booklet of cut sheets for all references to documents indexed prior to DARE, (See Figures and 2) A review oftthe performance of the DART System in September 1965 after about 10 months of operation indicated that the gains in eeonanr and efficiency reported on in March had been maintained and improved upon. Customer acceptance of the system and satisfaction with 1.1.E it continued The DARE Committee-was dissolvedo DARE continued to occupy a maj or role in OCR ' s document processing until the change to a computer- based system in 19670 25X1 A,914 j 2 "/Memos 0 to Acting AD/CR 10 Mar 65, sub : DARE System Performances S. Pir~ DARE Fold 0 l.'t pond faPMeo&t 30= O:SDARE System P Q ( DAREFId . 68 .9/ o~ce r 25X1A2G * II was an OCR/office of Computer Services (GCS) program for developing a computer-'eased central reference facilityo It began in FY e . 0 0 In o eL l 7 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 c,~ Egiipment Develo gents (exce tp DAB) Along with the changes in input and systems design in the 1960's came improvements in the equipment used in the various facets of the system. MD continued its efforts to find. technological innovations that seemnC to hold promise fora better systen. Sor"e proved successful; others did not. In 1962 MD replaced the Tntellofax Tape, which had beena _-_-- folded tape since its inception' in 19150, with a cut-sheet booklets The requester's name and address appeared at this bottom of each citation. This e as to encourage the requester to submit the ci- ta.tiol7. when requesting a con r of the document and thus simplify the Library search. It also expedited the tae preparation because the 1 number of processing steps was reduced, An T3T.I type 108 card selector that operated at 1,000 cards per minute and two IBM 088 collators that operated at speeds of up to 13000 copies per minute were installed to replace slower machines. The card input portion of the Tntellofax System was prograrrmed in 19614 for an 1131.1 VhOl corrrputer, and this part of the operation was performed in OCS, producing significant savings in manpower and faster input. Of particular significance was the extent to which the computer T---s used to generate the contents of the -Files and to "exploda11 (create) the necessary number of Intellofaxt 1?. source, and aperture cards, In 1966 OCR programers added a subject code validity check to the Iritellofax computer prograaxr,y this eliminated apnrox irrntclj-, one hour of work on Tntellofax in ECM equipment. no - Improving Document Retrieval System, 11eetin 28 Mar 62. FOUO rile: Machine Division 1962-63 Job: 65-11.3 1 OR Annual. Report 17Z 1961+ Filer OCR Annual eports 19`59--Qt Approved F~Q44el6?sh~4w/09/23: C14DP84-00951 R000300040D02-5 Approved For Release 2004109/23 : CIA-RDP84-00951 R000300040002-5 The Photostat Z4?-d--'.t-Ors used for copying doctnrnts :21iu aperture cards had been in continual operation since 19 extended their maximum efficiency by 1960. The maintenance cost per unit was e stinated at S428, that, making a total of Y'2i568 for the six units. MD experts had begun in 1959 to investigate replace- ments for these machines, which were becoming difficult to main.. taro. The requirements were for a nachine -Uhat could handle hard copy., aperture cards, Acytifilm cards, and reel microfilm. and TMID PSD personnel came to the conclusion aft :-:r much investigation that electrostatic printing had progressed to the poinu where it could truly Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 considered the system of the future'(speeds up to 10,000 characters per second had been demonstrated). A proposal therefore went forward to in March 1960 and was approved in Tune 25X1 AO/ A for a contract with If or the delivery and installation 118/ of a Videograb Reproduction System, using Videograph Facsimile equipment. after much testing and numerous consultations 0 More than a year late S1'- Videograph had nrt turned out acceptable cony from either hard copy or microfilm and the contract was 11.'~/t therefore terminated -,in November 19610 "P) personnel designed and tested modifications to the Photostat Expeditors so they could continua to be used (on pre-DARE material). Since the advent of full-scale microfilming of most documents in 195)4, OCR had been using a 16mm (= -&) aperture card for document storage. MD discovered in the early 1960ts that most other organizations in the country had changed to a 35mm (Mil. D) aperture card or microfiche. All research aid development work leading to improvements in the microimage field was concentrating on 35mm. OCR management determined that it would require the expenditure of considerable CIA funds for research and deve1th pent to update and make its own 16mm aperture card more efficient. Meanwhile commercial companied were developing improved or new mthods and machines for handling the 35mnt aperture cards One such developmnt that NID investigated was the Fiimsort 2000 camera manufactured by Minnesota Mining and Manufacturing Comppn (3M)e This machine offered the advantage of producing automatically an aperture Hard for any document tp to eight pages. Filmsort's one -step operation would permit OCR to speed up the processing The 'Mil': abbreviation refers to military specifications Memo tctino AD/CR to Project Review Committee, 30 March 60., sub: Video- grap e eproauction System. OUO (in Chrono 60 64-341/ 9) STAT M rgLy ,"r Q8 &#AIBQ ,Fftpg35~QORW08tjOggg-f Videograph / --' Contract C. Internal Use On3y0 (in Chrono 1961 64-3414) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 of the documents so that in lieu of the 3-4 day del.-6r in getting aperture cards into the files OCR would be able to reduce that delay to one day at the most and possibly only 3-4 hoursa~ OCR managers worked closely with 0 managers in the latter' s 25X1 A2 plans for 43n improved t. document delivery system (DDS)o Ar r changea_in....- DD/I OCRs immediate system, although not initially electronically coupled with the computer, had to have the fl.e ibility in design that would permit such coupling in the future* recommended that OCR go to either 25X1 A2 35mm aperture card or microfiche, but microfiche was not susceptible to machine sorting and filing1whereas aperture cards were* , ..OCR t =~ opted for the latteP, - DD/I approved the request for an expenditure of X30 OOOon 7 June 196! to purchas eve Filmsort 2000 cameras and three companion Quadrant printerso As of January 1965 the Aperture Card File and the machines that reproduced copies were organizationall# under different managements within OCR the former was controlled by the Document Section of the Library and the latter was under the jurisdiction of MD. When an aperture card was pulled from the file f or reproduction, a pink charge card was prepared and put in its place. Four courier trips a day w ere required to move the aperture cards from the Document Section to rD and back againo With the arrival-of the Quadrant_ printers, small. machines re- quiring.- only feet- of space and easy to operate (in contrast to the bulky ancl bard to operate Photostat peditors) , the, AD/CR approved: 1 90 Mean.o,, Acting AD/CR to DD/I, i June 65, sub: Document Delivery 33rstem 3. File : Chrono 65 Job: ! r 25X1 C4C The term DDS was first encountered inlIl #ure. It described the plans for a large-scaleedocument storage..system withcapbility for A The fi3Md2 as*e2" g i ~'ro tfA&RI t Model 222 D ve Printers were installed in August 1965- Three technical engineers from IM spent Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 25X1A9A the colocation of the files and the printers in the Document Section. During 1966 technical discussions continued with 3 M for improvements in the 2000 camera process,)which was not meeting density variationtspecifications. 3M_ was most anxious to satisfy CIA becai'se many potential customers were awaiting the outcome of OCR's deliberations, During the period of 3Mts work on the camera, a team of MD experts with assistance from Prtfft Ag artd`"S-e-rv :ce ? on undertook further testing and countless meetings with government and cominercial experts to define more precisely CCRts technical requirements, The team moved ahead with exploring the possibilities of using step ahd repeat cameras to backstop the 2000 operation, to provide an optimum mans for capturing document images in the marginal categories,., and to provide equipment more suitable for microfilming bound volumes. In June 1966 !fAl who as Executive Assistant to the AD had been charged with the problem of compatibility with 125X1 A2G in the document delivery system, announced that 3 days of testing the 2000 cameras that had supposedly been upgraded by 3M revealed the same bizarre density variations from card to card and w ithin the frame of a card experienced in previous tests. He recommended that OCR initiate procurement of modified step and repeat cameras that would lead OCR into the Mil-D-8-up format (that is, eight pages of information in a Document file activity in 1965.wa0)181,621 documents with 895,288 pages filmed; 12,500 aperture cards pulled each month; 30,000 pages of microfilm produced on Quadrant printers each month. M?mo, tp 25X1 A9A D/CR, ]J July 66 sub: Document Delivery S s -Final Recommendation, A L vacli- ,,.n c. S. File: 'Chrono 1966 Slob : `~tpp A~~ r' eli Q~4 ,Z~s l 0 0 L1~2 a document had to be 1n d out and hot, d ra h p g p sr neous , e step and repeat camera was able to move and record pages of information in a grid pattern. Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 123/ 25X1A9A 35mm size frame)o Six months later I Iconcluded that the 3M cameras were not suitable for the type of application needed and were inadequate in terms of quality control, supply costs, and manpower requirements. The five 2000 cameras were placed elsewhere and OCR ordered four National Cash Register 1 0 Model SR-ID step a rid repeat 36imn cameras at a cost of $20,9)46 each. They passed acceptance tests in November 1967 and were put into operation in February 1968, w ith the final demise of the Intellofax System. maw .n ouse improvements as necessary. In the meantirrnes ND contixiued'to use .IrSmm aperture card _sy 74 Retrieval of these aperture cards is,as of 19?3gstill handled by the old equipment because conversion to 35mm is not feasible. 25X1A9A ' no,s 0 to D/CR,, 11 Jan 67s sub: Recommendation-Document Delivery System. So (in Chrono 67 69-5920E) Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 d. Usage (See also Appendix C) Intellofax program utilization as determined from requests in FY 1966 was divided as follows among custamer offices: Non-CIA DD/I 24.1i percent 44.8% DD/P 20-7 DD/S&T 7.2. DD/S and 2.9 other Total CIA 55.2 percent Requests from oD customers totalled 1037 in equests from DoD were limited as 1966 and 812 in 1967. of March 1967 because of OCR budget cuts. All requests had to be validated through tie DIA Library and coordinated 1281 with the OCR Coordinator. See Chapter (Document Systems Group for further details of service to DoD. Support to the National Intelligence Survey (NIS) program was heavy throughout the 20 years of Intellofax operation. Standard runs were pre-coded for specific chapters of the NIS. In FY 1966 OCR received 441 NIS requests (97 CIA and 34+4 non-CIA) providing 156,828 references of which 113,959 were printed onto Intellofax tapes. 12 / Intellofax Requests Levied by D epartment of Defense Consumers During 1966 and 1967.5 File: OCR Surveys 1967 Job: Intellofax Historical Files in ISG. 12/Memo, DD/I to Director, DIA, 31 Mar 67, sub: Reduction in Intelligence Support Services. S. File: Chrono 1967 Appid,Wd kiie 2 074 g9/20t.iCg4 @84-W95c1 20@@300a40@Q3 ions, 27 July 67, sub: Central Reference Support for DoD Components. S. File: Ibid III Ut2J uitun.- Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 25X1A2G 4+. Finale No one doubted that the Intellofax System was a high cost operation. Intellofax questions made up only four ,percent of the total number of search questions put to OCR. During most of the Intellofax history, 30-50 ,people were directly associated with th necessary indexing operations. Another 50-60 operated the IBM equipment and conducted auxiliary operations, such as microfilming and DARE, exclusively in support of Intellofax. Faced with T/O and budget cuts on the one hand and the prospect of expensive on the other, the D/CR looked at the Intellofax System with a critical eye during 196+-67. 25X1A2G Should there be more in-depth indexing as was planning or should there be shallow indexing as an economy measure Whichever way OCR went, the Intellofax System as it had been operating for 20 years was doomed. Even if greater numbers of per- sonnel were used to provide greater indexing depth, the system with EAM equipment could not cope-,:with the resulting 25X1 A9A flow of index information. 25X1A9A 25X1A9A 25X1A9A 25X1A9A 12J/ in his 1966 study of OCR 41HIC and the 1967 User Study Group recommended shallow indexing for most information. The User Study Group indicated that users , Plans and Technology Officer, OCI, chaired a DD/I Study Group. ** established a User Study Group of Agency representatives 1 k, 1 Dec 66, sub: Choosing the OCR File System. S. File: older job: 68-487// Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5 requested in-depth indexing only for militar -related 12'7/ subjects in critical areas of the world. Therefore, in the CRS reorganization. of September 1967, the Intellofax System gave way to a relatively inexpensive computer-assisted indexing and retrieval system through which CRS codld get minimal control over that portion of the document flow that had to be controlled at all. The ISC was replaced by a greatly modified version of the 25X1 C4C fubject Intelligence Code, which had been a combination of the ISC and the SR coding scheme. In spite of the many criticisms levied against it, ranging from too many references retrieved to too few, the Intellofax System was unique. It was the only system in the intelligence community that provided machine retrieval of all information reports issued by USIB member agencies. It finally bowed to the needs of the all-source improved input and retrieval computer capability. 1 #~/ Memo, D/CR to DD/I, 11+ Apr 67, sub: Re-examination of Gam- OCR's Role. Attachment A. Summary of User Requirements. S. File: Chrono 1967 Job: 69-592: Approved For Release 2004/09/23 : CIA-RDP84-00951 R000300040002-5