Monday, 4 March 2013

Basic Tone & Colour Correction


Tone and colour correction within Photoshop can leave many new/novice users confused, not least because of the vast array of tools but also the less than intuitive way in which some operate. This tutorial explains the basic tools and should also clear up some other mysteries along the way. 
This version of the Basic Tone and Colour Correction
 tutorial has been revised to reflect the changes introduced with Photoshop 7. It has also been expanded to include comprehensive discussions on the following Adjustment tools.
  1. Brightness/Contrast
  2. Colour Balance
  3. Levels
  4. Curves
  5. Eyedroppers
Before starting any serious work in Photoshop it important that we have the monitor calibrated and have Photoshop correctly configured, see the Photoshop CS & Colour Management essay. It's also quite helpful to have the desktop arranged in a way that allows both the "Channels", "Layers" and "Histogram" palettes to be viewed at the same time. Actually customising the desktop to ensure your ideal workflow has never been easier.
A printer friendly Adobe Acrobat PDF version is downloadable by clicking the pdf icon 
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Typical Photoshop Palette Layout - Channels and Layers shown separately

For the purposes of this tutorial I will be using an image similar to that shown in the screenshot above. As can be seen from the "Histogram" screenshot below; the image isn't quite full-scale. Actually it's good practice that we check either the "Histogram" or "Levels" dialog immediately after opening an image as this will allow us to determine the overall tonal characteristics of the image.
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Photoshop Histogram

Basic tools and how to apply them!

Opening the Photoshop "Image > Adjustments" menu will show just how many options there are available for correcting the tone and colour of an image. We'll be concentrating upon those within the upper grouping. The names of some mean that it's fairly obvious what they do, for others it's not so clear.
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It's also worth mentioning that selecting any of these basic adjustment tools via the "Image > Adjustments" menu can have its own set of problems. An unpleasant fact of life when processing digital images is the degradation that occurs every time we make even the most minor of adjustments. If your images are anything thing like mine you will need to make a number of adjustments to tone, colour, saturation, etc. before reaching the desired result. The combined effect of all these adjustments will be a "Histogram" that looks like a badly maintained picket fence. The more gaps in the Histogram  the more missing information the more banding/posterisation. This form of image degradation is usually more obvious in large areas of smooth tone, e.g. blue sky.
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The three "Adjustment" tools bounded in green provide automatic correction of "Levels", "Contrast" or "Colour". This latter correction option was introduced in Photoshop 7 and is significantly better than Auto Levels. However, it does require careful configuration. If you're really serious about getting the best from your images you'll not want to use any of the automatic correction tools. That said Auto Color is always worth investigating.

Adjustment Layers

Without doubt the best way of "minimising" image degradation is to use Photoshop "Adjustment Layers". Almost every adjustment tool found under the "Image > Adjustments" menu can be found in the "Adjustment Layer" dialog and withPhotoshop CS we can finally use them with 16-bit images. We can create an adjustment layer by simply selecting "Layer > New Adjustment Layer" from the Photoshop "Layer" menu.
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One advantage of applying the adjustments using the layers approach is that it avoids working on the actual image. By working on a clear film "overlay" we can iteratively fine-tune the adjustment; turn it off; or even delete it at any time without impacting upon the original image. This does not mean that adjustment layers are non-destructive, just that they are less so! Contrary to popular believe "Adjustment Layers" are  NOT applied in one super complex adjustment. Each "Adjustment Layer" is applied sequentially to the image form the top of the layer stack downwards.

1.     Brightness/Contrast

The name gives a good clue as to what this tool does, and for this reason it seems to be the first choice for many Photoshop novices. It's designed solely for tonal correction, and as such has no means of correcting colour.
This tool is also the worst possible choice in terms of correcting the brightness or contrast of an image (tone). "Brightness/Contrast" is best described as a linear operating tool in that every pixel gets brighter or darker. By way of the example, increasing the brightness value by 10 units means every that pixel is increased by 10 units, not very satisfactory at all. Looking at it from slightly different angle ALL image data will be affected by the adjustment. The following series of screenshots demonstrate the distribution of luminosity values after the application of a brightness increase and a contrast increase.
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Increase the Brightness

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Increased Brightness

Notice how increasing brightness moved everything to the right of centre, and how increasing contrast expands the data outwards at both ends. Reducing brightness moves all data to the left of centre, and reducing contrast causes the image data to be compressed. The bottom line here is, if we can avoid using "Brightness/Contrast" then it is better to do so.
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Increase the Contrast

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Increased Contrast

Again, by deselecting the "Preview" checkbox we can quickly compare the before and after effects of the adjustments.
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Before

After

2.     Colour Balance

The "Colour Balance" tool seems to be favoured by many Photoshop novices. It's relatively intuitive and quite flexible in the adjustment choices it gives. We can work on "midtones", "shadows" and "highlights" independently, but there are hidden dangers in this approach. Realistically, if we decide to use this tool to make colour corrections it's best to stick only with "midtone" adjustments.
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The screenshot shows that I have increased red in the "midtones" in an attempt to reduce the cyan cast to the image. The difference between the Before and After images is most obvious in the "Church driveway".
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Before

After

By toggling the "Preview" On and Off will we can see a before and after effect. As mentioned above the colour balance tool is reasonably intuitive and so relatively easy to use. However, it's also pretty limited in what it can achieve, so I don't think much more time needs to be spent explaining how to use it.

3.     Levels Tool

The "Levels" option is probably the tool most Intermediate Photoshop users choose and is certainly a lot more useful than either of the tools described previously. As can be seen on the dialog box below it offers a histogram, as well as two sets of sliders, and three "eyedropper" tools. With the "Levels" tool we can also adjust image brightness, contrast and colour, but in a much more controlled manner than the brightness/contrast or colour balance tools.
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Photoshop 7 Levels

Basic tone correction using levels

Looking first at the RGB histogram, the horizontal axis indicates the distribution of dark to light pixels in our image, and the vertical axis the number of pixels at any given lightness level. From this we can determine that for the above histogram there are no totally black (left end) pixels and only a small number of absolute white (right end) pixels in the image.
If we begin by considering the "Input" slider bar we find three triangles, black, grey and white. These triangles represent the "shadow", "midtone" (brightness/contrast or gamma) and "highlight" adjustments. Moving the "shadow" and "highlight" slider towards the centre will increase image contrast. Moving the "midtone" slider to the left brightens the image, whilst moving it to the right darkens the image. Ideally we would move the two outer triangles to just clip the edge of the first group of pixels (see screenshot below). However, it isn't always the case that the point at which the data begins and ends in the levels display is giving us a true indication of the actual spread of image data.
Photoshop 6/7 and CS has a feature called the "Clipping Display" that enables us see the effects of an "Input" slider adjustment. Simply hold down the "ALT/OPTION" key while moving either the "shadow" or "highlight" slider towards the centre will display exactly which pixels are being clipped (see screenshots below).
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Adjusting the Highlights for "Clipping" display

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Highlight Clipping display

The above screenshot exaggerates the technique slightly so that the reader can better appreciate the impact of moving the "Highlight" slider too far. Typically we would want to stop when the image only just begins to appear. In the above example we can see that the blue channel has been taken to saturation (level 0) and a small section of cloud has been "bleached out" to white. A similar exercise for the "Shadow" clipping display produces the following results.
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Shadow Clipping display

The levels  "Output" slider bar allows us to reduce image contrast by compressing the data and making a dark pixel less dark or bright pixel less bright. The "Output" control can be used for targeting an image for particular print characteristics, e.g. setting the maximum black at level 5 and minimum highlight at level 250. This feature can be quite helpful when the user finds that their particular printer model tends to "block" what should be perfectly printable "shadows" or "blows" well detailed "highlights" out to white .

Basic colour channel corrections using Levels

So using the RGB "Levels" dialog we have managed to adjust the tone of our image. However, one of the main advantages of levels over "Brightness/Contrast" is colour correction. What about colour correction?
By selecting the "Channel" popup window we can choose any one of the three RGB colour channels. The example shown below is for an adjustment to the red channel. In this case the "midtone" and "highlight" sliders were moved to the left thus increasing red. Moving the "midtone" slider to the right would be the equivalent of increasing cyan. Similarly, if we had selected the blue channel then moving the middle slider to the left increases blue, to the right reduces blue (increases yellow).
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Typically we will want to avoid adjusting the shadow slider, but sometimes, as in our example, it's helpful to move the highlight sliders slightly to reduced colour casts in highlight areas. However, like the "Colour Balance" tool discussed earlier we need to be careful.

4.     Curves Tool

Whilst it might appear complex and lack the intuitiveness of  the "Colour Balance and Levels" tools "Curves" is a lot more powerful and infinitely more flexible than any of the adjustment tools discussed previously.
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Figure 1

Figure 1 shows the default display for "Curves" with the 4 by 4 grid representing the 1/4, 1/2 and 3/4 tones. For many Photoshop users this configuration is perfectly adequate. For those who prefer to work with a finer grid, which broadly mirrors the Zone System used in B&W darkroom printing circles we can hold down the ALT/OPTION key click the mouse anywhere on the 4 by 4 grid and a 10 by 10 grid will appear. Repeating this procedure will cause the grid to toggle between the 4 by 4 grid and 10 by 10.
"Curves" operate in much the same way as "Levels" but have added benefits. The following screenshot will produce the same results as dragging the "Levels Input" sliders towards the centre causing and overall increase in image contrast. 
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Figure 2

The horizontal axis represents Input values and the vertical axis Output values. Setting the Input value at level 50 to Outputvalue 0 has the effect of clipping every pixel between level 0 and 50 to level 0; thus ALL pixels in that range will become totally black. Setting Input level 200 to Output level 255 means that all pixels in the range 200 to 255 will become white. The following image is not a pretty sight but it should give you some idea as to what is happening in the above example. Notice that sections of cloud are now completely without detail. The trees towards the left edge of the image have now become black.
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Image after Curve in Figure 2 has been applied

Dragging the diagonal line up and left has the same effect on the image as dragging the Levels Gamma slider to the left (brightens "midtones"). Whilst dragging the diagonal down and right will cause the "midtones" to darken.
Figure 3 below is effectively the same as dragging the "Levels Output" sliders towards the centre and will result in the overall contrast of the image being reduced.
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Figure 3

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Image after Curve in Figure 3 has been applied

Adjustments such as those that follow cannot be replicated by any other Photoshop adjustment tool, which is why "Curves" tend to be the adjustment tool of choice for more advanced users.
Figure 4 demonstrates an adjustment known as the "S-curve". This particular adjustment increases image contrast in the "midtones" by compressing the "shadows" and "highlights".
Notice the two black dots on the curve; there can be up to 14 of them on the grid. These are sometimes called lock-down points and can be used to define the shape and steepness of the curve. We can think of a steep curve as high contrast and a shallow curve as low contrast.
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Figure 4

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Image after Curve in Figure 4 has been applied

Note that no colour correction has been undertaken for the above three images.
The final screenshot in this series is another variation of the "S-curve". This time we are reducing "midtone" contrast whilst expanding the "highlights" and "shadows".
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Figure 5

The above screenshots all demonstrated various possibilities for "tone control" but "Curves" is the master when it comes to colour correction. Just as we can select individual colour channels in "Levels" we can do the same in "Curves". There really are no limits to the number of possibilities. We can stretch and pull the diagonal line in any direction, fix points pretty much where we want. However, be warned that "Curves" are like an elastic band, and just as an elastic will eventually break "Curves" will do likewise resulting in some weird and wonderful/awful effects.
For a more comprehensive discussion on the "Curves" tool see Real World Photoshop 6/7/CS by Bruce Fraser and David Blatner or Photoshop 6/7/CS Artistry by Barry Haynes and Wendy Crumpler

5.     Eyedropper Tool

Another tool within the "Levels" and "Curves" dialog is the "eyedropper" tool. It's works identically in both "Levels" and "Curves". The "eyedropper" tool is actually a bit more complex to use than those discussed previously, but is extremely useful and so worth getting to know.

Using the "eyedroppers" for neutral pointing

The "eyedropper" tool is very useful for quickly neutralising some colour casts. We simply choose the centre "eyedropper" tool and then click a point in the image that we know should be neutral. This technique is sometimes called "neutral pointing". The screenshot below should provide some insight as the how useful "neutral pointing" can be. However, be aware that the area you select (mouse click) should already be fairly close to neutral otherwise major colour shifts will occur in other areas of the image.

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Before

After

It is also possible to use the "Eyedropper" tool to neutralise colour casts in "highlight" and "shadow" regions, but this requires great care and is better left to those who fully understand the complexities of the "Eyedropper" tool (see Real World Photoshop 6/7 by Bruce Fraser and David Blatner for more details of this procedure).

"Targeting" or Assigning shadow and highlight points using the "Eyedroppers"

Earlier I described a very simple way to set the black and white points, i.e. the "value" for the darkest and brightest pixel in the image. When using the "Eyedropper" tool it is recommended that this step is taken after sharpening the image rather than as part of the normal editing procedure since applying sharpening tends to undo some of our "targeting" efforts. It's also important that we ensure that the pixels that we will be targeting really are neutral.
To configure the "eyedropper" tool for our preferred target values we begin by double clicking the shadow "eyedropper" icon and then adjusting the RGB values in the "Color Picker" dialog.
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Default shadow eyedropper settings

If using one of the Epson Photo series printers then the "Shadow" can be set for a value of R=G=B=5 (2%) as shown below.
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Shadow eyedropper set at 2%

Once set; we simply click the OK button and return to the "Levels" dialog. To set the "Highlight" value we repeat the above process, but this time we choose the highlight eyedropper, typical values seem to R=G=B between 245 and 250.
Now with our white or black eyedropper tool selected we find a point in our image that we want to make the brightest/darkest and simply click that point. Again the "Clipping Display" can be used to identify the location of the darkest/lightest pixels and then we zoom in close to areas that you think might be appropriate. If after clicking a point we realise that it was a poor choice then we simply use the "Ctrl+Z"  (or "Command+Z" on the Mac) keys to cancel the command and try again.

Layers Palette

Remember that I have been applying the various edits using "Adjustment Layers" so checking the "Layers" palette we should find a new "Levels" layer. In the example shown below we see the thumbnail of a histogram. This layer contains all the information relating to the adjustments we made in the "Levels" dialog.
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Layers Palette

Double clicking the "Levels" layer will reopen the levels dialog and allow further adjustments. We can also get a "before and after" preview by simply clicking the "eye" icon.
Some recommend that we flatten the layers once the various adjustments have been completed. However, since an "Adjustment Layer" accounts for only a small increase in file size I believe saving it with the image is a more prudent approach, after all we never know what the future holds for the image. One thing that should be understood is that we cannot sharpen an adjustment layer. Therefore to sharpen our image prior to printing we simply make a duplicate (Image > Duplicate) and flatten the layers of the duplicate image.

Bringing it altogether

In preparing the final image I chose to use only a "Levels" adjustment layer. My first step was to neutralise the overall colour cast using the grey "eyedropper" tool. I followed this by setting the "black" and "white" points for the image using the "Shadow/highlight Clipping Displays" as an aid. I then used the red channel "midtone" slider to remove the remaining colour cast and finally applied some sharpening via the "Unsharp Mask" tool

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Place of Worship - Bruckless, Co. Donegal

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