Chapter 1
IN THIS CHAPTER
Downloading photos
Managing your collection
Publishing your best photos
Archiving all your photos
Photo management — yikes.
You probably bought a dSLR camera to take pictures, not to manage them. (I did.) I realized early on, though, that hundreds of photos quickly turn into thousands of photos and thousands multiply into tens of thousands. Photos are like rabbits, I tell ya!
At some point, you have to get serious and start laying down the law of photo management, which is the subject of this chapter. I show you which software to use, how to track your photos, and how to establish a big-picture workflow.
Workflow is a hot topic in the digital SLR world because we can do much more with our creations than people who take photos with smartphones. We don’t simply upload photos from our smartphones to Instagram. It begins with uploading photos from the camera to a computer, of course. Afterward, you can choose to organize, sort, rate, tag, process, edit, print, and archive photos.
Workflow is a huge topic of debate, and the more detailed the workflow, the more people love debating it. Favorite topics include whether you should sharpen before you reduce noise or whether you should adjust brightness and contrast before you correct color. No universal workflow exists — all are based, in part, on opinion.
The rest of this chapter walks you through each step.
Your workflow begins with setting up your camera and taking photos. The most important decisions you have to make is what format, size, and quality you want the camera to record your photos in.
If you want more control over photo processing and editing, you should choose Raw or Raw+JPEG. Raw photos take the raw image data and store it so that you can use it later.
If you want a finished product right out of the camera, choose JPEG. JPEGs are created from the raw data, and then compressed to make them smaller. Unfortunately, the original data is lost in the process.
Think of it this way: Raw images are like negatives. You can develop them any way you like and print them later. JPEGs are like prints you get from the camera shop or kiosk. They’re done. That’s nice, but if you want to tweak the exposure or there’s something about the color you don’t like, it’s much harder to correct. You won’t get the same quality as if you were working with the original negative.
If you choose JPEG, you have a host of other decisions to make: the image size, quality, style, color, color space, orientation, aspect ratio, and so forth. You make these choices in-camera before you ever take the shot, and they are final.
Transferring (also known as downloading or uploading) photos and movies to your computer is a pretty simple process. You can transfer several different ways. Each has its pros and cons. Some methods require additional hardware, such as a card reader.
Before you start transferring photos to your computer, you have to make a connection. This connection can be between your camera and a computer or, if you’d rather use a memory card reader, between the card reader and your computer.
Some digital SLRs have built-in Wi-Fi, which allows you to wirelessly upload photos to your computer or a smart device via a dedicated app. So cool, and about time. Upsides: No wires, no readers, no mess.
Downsides:
FIGURE 1-1: Pairing enables the camera to connect to the Canon software.
Directly connecting your camera to your computer is the most straightforward, easy method. Connect your camera using the USB terminal, which is probably on the left side of your camera. Upside: The only thing you need, besides your camera, is the USB cable that came with the camera.
Downsides:
When you put your camera on a table and connect it to a computer (see Figure 1-2) with a cord that can be snagged, tripped on, pulled, or yanked (by you, your kids, your cats, or your dogs), you risk pulling the camera off the table. That will ruin your day.
FIGURE 1-2: Secure your camera when it’s connected to a computer.
External USB card readers take the camera out of the transfer equation. The card reader (see Figure 1-3) plugs into your computer. You feed the memory card into it and it handles the transfer. Upsides: You don't have to use your camera's battery and you don't have to worry about running out of juice in the middle of the transfer. You aren't endangering your camera. Also, if the card reader goes bad or gets broken, you can replace it quickly and cheaply.
FIGURE 1-3: Card readers that can use different card types are very helpful.
Downsides:
Some computers and printers have built-in card readers. New iMac desktop computers, and MacBook Air and MacBook Pro laptops have built-in SD card slots. If you own a Windows computer, it might have come with an internal card reader. If not, you can install one. Upsides: Built-in models aren't as slippery as portable card readers, and can't fall off your desk.
Downside: Internal card readers aren't portable, unless you're using a portable computer.
For compatible cameras that don’t have Wi-Fi, Canon's Wireless File Transmitter and Nikon's Wireless Mobile Adapter let you wirelessly transfer files from your camera to a computer or smart device (such as an iPhone). Upside: Get files off your camera when you want without tripping over cords.
Downsides:
An Eye-Fi card (www.eye.fi
) transfers files from your camera to your computer. Upsides: It's portable, doesn't require additional hardware (beyond the memory card), is cool, and it gives you an unlimited amount of storage while you shoot.
Downsides:
After you’ve decided on a connection type, you choose a download method.
You can use a small computer program that automatically downloads the photos to the location you choose. Some are built into your computer's operating system. Others are extra software applications that come with your camera (such as Canon EOS Utility) or part of your image editor applications (such as Adobe Bridge or Lightroom). These programs often run in the background. They're ready to bounce into action the moment they sense a camera or card reader with a memory card has been connected. The programs normally have options for where photos are saved (plus folder names and whether to erase the photos from the card when you're done). I may be in the minority, but I can’t stand these automated applications.
To choose a method, you must select the program you want to handle things when you insert a memory card into an external card reader or connect your camera to the computer, as shown in Figure 1-4.
FIGURE 1-4: Choose an auto import option from the operating system.
The program you choose opens the next time you connect a memory card to your computer. As Figure 1-5 shows, my choice of Adobe Bridge opens the Bridge Photo Downloader.
FIGURE 1-5: Automatically download photos with Bridge.
You can download photos yourself.
I’m a hands-on kind of guy. I like to create folders and drag files myself, as shown in Figure 1-6. I organize my photos by camera and then by the date I downloaded them. I like being able to make a backup copy immediately.
FIGURE 1-6: I like dragging and dropping files myself.
Managing your photos involves finding the best way to name, store, edit, process, and keep track of the photo files on your computer. The more photos you have, the more you’ll find it helpful to have a program assist you. I’ve split this section into several parts. One, which is quite short, discusses manual management. (Don’t do it.) The next section is a software review. You should be aware of which software is available and know what each one can do. Although I can’t describe single applications in depth, I can offer enough information to establish a general starting point as you decide where to spend your time and money. Knowing what you need and having a list of candidates is half the battle.
If you like to start fires by rubbing two sticks together or you like to catch fish with your bare hands, this solution is right up your alley. File under R for ridiculous.
If you (or your spouse, significant other, special friend, or kids) feel the need to rename photos, tag and categorize them using a good organizer like Adobe Lightroom, I understand the need to make sense of things. It’s hard to know what’s what with a thousand photos named IMG_0641 through IMG_1641. If you must rename the files, make a copy of the photos to work on. Keep the originals somewhere safe and don’t rename them.
You have a lot of choices, ranging from pure media managers to applications that focus on Raw photo workflow and development. Plenty of basic photo editors have built-in basic management tools.
Adobe Bridge (see Figure 1-7) is one of the best (Adobe devotees would say the only) pure media managers. It’s big, credible, versatile, well supported, and backed by a powerful company. Bridge is truly a bridge. It links your photos to your other applications in a way that lets you manage thousands of photos seamlessly. You can create and manage collections, rotate photos, apply different Camera Raw settings, and more from within Bridge, but you call on other applications to complete most development and editing tasks.
FIGURE 1-7: Bridge is a professional media manager that has a great many useful features.
This type of application focuses on photo processing and management. Photo enthusiasts can work with these applications, but they have features and capabilities that appeal to professionals, too.
Most camera manufacturers include free software that enables you to organize and process the photos you take with that camera. Canon calls its software Digital Photo Professional (see Figure 1-8). Nikon’s free software is Capture NX-D. Sony’s is Image Data Converter. Pentax ships Digital Camera Utility with its cameras.
FIGURE 1-8: Digital Photo Professional is Canon’s photo management and editing app.
I have dabbled with these applications in the past. They all have their strengths and weaknesses. Their main draw is that the same people who encode data into the camera’s Raw file are the people who created the software that allows you to decode it. The camera manufacturer knows more about its files and proprietary settings than anyone else. If you are dedicated to a single brand and don’t plan on changing, you should consider this approach.
The most popular photo management and processing application is Adobe Photoshop Lightroom. It’s moderately priced and available by monthly subscription. It’s my tool of choice.
This Macintosh/Windows application is made for photographers. It has just about everything you need in order to import, manage, develop, and publish Raw and JPEG photos. Figure 1-9 shows the Library tab. (Look at all those cool photo-management tools.) From this tab, you organize, sort, tag, rate, select, and more.
FIGURE 1-9: Adobe Photoshop Lightroom is a fantastic tool for photographers.
In Lightroom, you can create a single massive, all-inclusive catalog or create different catalogs based on different cameras, projects, or years. When you import photos into an open catalog, they show up as thumbnails in the Library tab, where you manage them. You can view, sort, filter, rate, delete, search for, compare, create, and assign keywords, quickly develop photos, and edit metadata. You can also export photos in a number of different formats. I cover the Lightroom processing features (you can use them for JPEGs or TIFFs, if you want) in more depth in Book 5, Chapter 2.
There are a host of other products available. This list is by no means all-inclusive:
This section lists three well-known photo editors.
Photoshop is the industry standard graphics editor. It has no photo management tools. Photoshop is available by subscription from Adobe, through Creative Cloud.
I used Photoshop for things that Lightroom can’t do, or does poorly. I handle all basic image processing in Lightroom and, if necessary, export the photo to Photoshop to finish it. I can remove distractions from photos, create complicated layers to isolate adjustments to certain parts of the photo (the background, for example, or a person’s face), apply creative filters, and more. Figure 1-10 shows that I’ve created several layers to handle different edits in this photo of a waterfall. Photoshop also opens and processes Raw photos with the help of Adobe Camera Raw.
FIGURE 1-10: Use Photoshop for more complex photo-editing tasks.
PaintShop Pro (X9 is the latest version) is an all-in-one photo editor that feels a bit like a cross between Adobe Lightroom and Photoshop. You can manage, adjust, and edit photos using one application. PaintShop Pro supports Raw files from most cameras.
GIMP is basically free Photoshop. Do you need more? Okay. The main drawback for photographers is the lack of built-in Raw support. If you need that, pass on GIMP. If you use JPEGs only and want to try out an advanced image editor with plenty of other features for free, give it a try.
Get familiar with these management tasks as you try or invest in a particular piece of software. Think about how these tasks fit into your workflow:
Keywording or tagging is a straightforward concept that's infuriating in practice. You tag every photo with descriptive keywords that help you organize, sort, find, and otherwise keep track of similar photos. The problem is coming up with a list of standard keywords and using them. For example, you might tag the same photo this way: 80D, landscape, f/8, sunset, Sigma, ultra wide-angle.
Don’t get too detailed when you’re tagging.
Even casual photographers rarely have the time or need to process every single photo they shoot. Process good photos, not bad ones. Don’t waste your time with them unless you have no other choice. You can find more details on how to quickly process your photos in Book 5, Chapter 2.
Many photos look fantastic when processed using applications like Lightroom. However, photo editors feature a different set of tools that open a world of advanced photo editing. These applications are optimized to work in layers, blend with opacity, use masks, and so forth.
Deciding whether you want to use a photo editor on some shots depends on finding the right balance for you. It takes extra effort, additional software, more time, and a certain amount of practice. However, you should know that many times it is very hard to perfect some photos without going this extra mile. I cover several advanced editing techniques in Book 5, Chapter 3.
Aside from the practical reasons, there are artistic benefits of using a photo editor in conjunction with your normal photo processor. I cover this aspect of using Photoshop in Book 5, Chapter 4.
The process of exporting or saving your final files from your photo editor is called publishing. You might need to publish your work for any number of reasons: to print, upload to the Internet, send via email, or to use as a new desktop background. The sky is the limit.
Read your software manual to find out the exact steps required to export or save your work. However, consider some general thoughts:
Preserve original material. I can’t stress this advice enough. Never save and overwrite original files. Always track names and versions so that when you select Save As, you aren’t making a big mistake. JPEGs in particular suffer from lossy compression — they lose some quality every time you open, edit, and save them. If you’re working with JPEGs, open, edit, and save as a lossless file type such as TIFF or a working format such as Adobe's PSD.
When emailing or uploading to the Internet, use JPEG.
FIGURE 1-11: Adding a copyright watermark in Lightroom.
For example, Photoshop has these resizing options that appear on a drop-down menu in the Image Size dialog box (shown in Figure 1-12):
FIGURE 1-12: Resize images to post on the web; no need for a 24 megapixel image on Facebook.
You often have plenty of detailed methods with which to publish photos. Choose the one that best fits your target media requirements. Table 1-1 summarizes several typical options.
TABLE 1-1 Publishing Options
Name |
Description |
Save As |
Saves the file as a new type. Type a new name and choose other file options. Use instead of Save when you want to preserve a copy of your file or create a new type. |
Save for Web |
Saves a new file in a web-friendly format, such as GIF, JPEG, or PNG. |
Export |
Saves a copy of your file as a new file type. You can often change the image size, resolution, and attach color profiles when exporting. Some applications let you export data to other programs for further editing. If using a commercial printer, check to see if it prefers that you use this method, and what settings it suggests for your print. |
Share |
When set up with the proper username and password, this option saves your file online. |
|
Prints your photos on a printer connected to your computer or network. |
Order Prints |
Orders prints from a company. You will have to have an existing account or be ready to set one up and establish a payment method. |
Figure 1-13 shows the Convert and Save dialog box from Canon’s photo-editing application, Digital Photo Professional. Notice that you can change the image type, including the bit-depth, the resolution, resize it if you like, embed the color profile, and choose how much shooting information to leave in the file.
FIGURE 1-13: Converting and saving a photo in Digital Photo Professional.
Archiving preserves a copy of your photos (and working files) for long-term storage. Your digital photo collection is in some ways easier to safeguard than photo prints and negatives. The electronic files themselves are, for all intents and purposes, indestructible — as long as you ensure the safety of the media you store them in. You don’t have to worry about prints getting bent or soaked with humidity, or about boxes of them occupying an entire room.
First, decide how you want to back up and archive your photos. You have to consider issues such as storage capacity, availability, and organization, in addition to the categories in this list:
Cost: You want to pay as little as possible, but you have to strike a balance between being cost-effective and being simply foolish. Don’t buy the cheapest (and possibly least reliable) equipment known to mankind to protect your valuable files.
TABLE 1-2 Archival Media Pros and Cons
Media |
Pros |
Cons |
CD-ROM/DVD-ROM |
Data can’t be erased; price per gigabyte isn’t bad; no moving parts to the CD/DVD itself. |
Limited capacity; most camera memory cards have more space; questionable media longevity. |
Tape backup |
Large capacity and longevity. |
Cost for tapes, drive, and software; often uses file formats specific to one system; may require special software to back up and restore; can be “eaten” by disgruntled machines; data can be erased by strong magnetic fields. Feels like a 1980s solution. |
Memory card or flash drive |
Easy to use; doesn't occupy much space; no moving parts. |
Cost per gigabyte makes for an impractical solution; would require 125 8GB digital camera memory cards to match the storage space of a single 1 terabyte drive. |
Internal hard drive |
Affordable; holds lots; fast; useful for temporary backups. |
Moving parts; susceptible to crashing; difficult to swap in or out; data can be accidentally erased. |
External hard drive |
Affordable; holds lots; portability; can be stored off site; great for long-term storage. |
Moving parts; not as accessible as an internal hard drive. |
Solid State Drive (SSD) |
Essentially a huge flash drive; no moving parts; exceptionally fast; can be internal or external. |
Smaller capacity and higher price than normal hard drives, questionable longevity (yes, you read that right — SSD data degrades over time as you use the drive). |
Network storage |
Reliable, fast, networked RAID storage increases capacity, performance, and reliability. |
Requires a network, must set up and administer, can be technically demanding, can crash, stored onsite. |
Online/Cloud |
The ultimate in off-site storage; no additional hardware needed; can be accessed from anywhere at any time. |
Time and bandwidth required for initial backup; requires computer with Internet access; requires service subscription and an account in good standing; long-term viability depends on company health; vulnerable to unauthorized access, especially if you’re famous. |
All the cool storage devices in the world are useless if you never use them. Have a plan for backing up and archiving your files. The key to making backups work is to develop a routine that matches the time and energy you’re willing to invest. If the process becomes so laborious that you quit, it's worthless.
Follow these steps to walk through the type of plan I recommend, using a combination of extra internal (in your computer case; you’ll have to install them yourself or find someone who knows how to do this) and external (sitting on your desktop in an enclosure of some sort) hard drives:
Complete an initial photo backup.
Back up new photos on internal or external (preferred) hard drives when you transfer photos and movies from camera to computer. You can’t afford to lose the initial transfer. These files form the basis of your collection and can’t be re-created.
The mechanics of the initial backup are up to you. I simply copy and paste the photo folder to another location on an external drive. You may want to export photos from your photo-management software or use a backup program to copy a smaller bunch. This advice applies to each of the following steps.
Perform a weekly internal (on your computer) backup of photo catalogs and working files.
Back up catalogs (which may contain the bulk of your adjustments) and any other working files to internal hard drives. If you can’t afford to lose a single day’s worth of productivity, consider daily backups. For a more relaxed timeline, back up catalogs, edited, and final files monthly.
Perform an end-of-month external backup.
Back up everything to external hard drives, a file server, or a network. For a more relaxed timeline, back up quarterly or by project.
Perform a biannual off-site backup.
Create an off-site backup with all original photo files, catalogs, working, and final files. Put them in a storage barn on your property, rent a safety deposit box from a bank, or ask your grandparents to put them in their attic. Just make sure that they're physically separated from your computer and the building you're in. That way, if anything happens to your building, your photos and work files remain safe. For a more relaxed timeline, back up annually.
The plan I suggest may not work for everyone. One alternative, keyed toward a business environment, is to treat every job as a discrete unit and back up photos, catalogs and work files according to job number. When you transfer the initial photos, back them up. When you finish the job, back up everything and tuck things away on a hard drive devoted to that client. Depending on your workload and client list, you may have one hard drive for many clients or many hard drives for one client.