Lesson 3: Focus and Metering
Sometimes people see me with my camera and ask
me, "So what's the big deal with a camera like
that? What can it do that my point and shoot
can't do?" The simplest answer is almost
nothing. But everything that they do, a single
lens reflex does better and/or faster than a point
and shoot, and in my opinion the price difference
(twice as much, more or less) is worth it if you're
really interested in photography. For example,
SLRs have bigger sensors, better available lenses,
more artificial lighting options (flashes), more
sophisticated metering, and quicker and more
accurate autofocus. All of these things add up to
more consistently good images, even if the extra
controls on the SLR can be a bit daunting if
you're used to a point and shoot camera. This
lesson will discuss a couple of those differences,
specifically focus and light metering systems. The
next lesson, which will be on light and color, will
cover flashes as part of that.
Focus
I think the best way to start a discussion of
focus is with a bit of physics (an admittedly
biased view). Lenses change the direction of
light that passes through them. So how do
you change the direction? There are two
ways to do it: refraction and reflection.
Reflecting lenses (ones based on mirrors) are
rarely used in general photography because
of the way that out-of-focus objects look, but
since astronomers are almost always looking
at things that are basically infinitely far away,
they make sense for them and are used
almost exclusively mostly because they have
no chromatic aberration (see below), but also
because they offer size, weight, and cost
benefits.
Refraction is just the bending of light as it
crosses the boundary between two areas
where its speed is different. What?, you say
(or maybe not). The speed of light isn't
constant? What about relativity and Einstein
and all that? It turns out that the speed of
light in vacuum is constant but when it goes
through something like air, glass, or water, its
interactions with the matter slow it down.
But why would changing speeds have
anything to do with changing directions? I'll
use my favorite analogy to explain it. Let's
say you're driving a dune-buggy through a
parking lot that is surrounded by sand. To
make things simple, let's assume that it's only
front-wheel drive.
If you drive straight
toward the pavement-sand boundary
(perpendicular to it), when you get to the
boundary your buggy keeps going in the
same direction, only slower because now
your wheels are going through sand. Your
dune buggy is like the light; the pavement
could be air, where light goes fast; and the
sand could be glass, where light travels more
slowly.
Well, driving straight at the boundary
isn't the most enlightening situation, so let's
say next time you drive toward the boundary
at an angle. This time, one of your wheels hits
the sand first, and that side of your buggy
slows down while the other side keeps going
fast, so your buggy turns toward the side that
hit first. It's just the opposite for the reverse
direction: come toward the pavement from
the sand at an angle and the wheel that hits
the pavement first will pull that side of the
buggy forward, turning the buggy away from
that wheel.
If you know how much a material (like glass)
bends light, you can get a lens to focus light
that's coming from one side onto the sensor
8
in the camera by making the lens the right
shape so that it bends it just how you want it.
By moving the lens closer or further away
from the sensor, you can bring one plane (it's
mostly a plane, anyway) of your vision into
focus, and the further things are from that
plane, the more blurry they'll be.
How fast
things get blurry as you move away from the
focal plane is controlled by the aperture
(with smaller apertures, a bigger range of
things is in focus—see lesson 1), and the
range where things are reasonably in focus is
called your depth of field.
Nature throws us a curve, though, and
makes it not quite as simple as just shaping a
lens right. Light of different colors has
different speeds in any medium except
vacuum, so generally red light will get bent
less than blue light because red light will go
faster than the blue.
It's the phenomenon
behind splitting white light into colors with a
prism and also the one behind rainbows,
where the water droplets act like reflecting
prisms. It's pretty, but it makes trouble for
lens design because a lens will have a
different focal length for each color (see the
picture). They call this chromatic aberration
(color mistakes). Have you ever wondered
why you would need to have something like
5, 10 or maybe even 20 elements (lenses) just
to make one lens? A big part of the answer is
to correct for this chromatic aberration, and
they use all kinds of exotic materials and
different lens elements to try to control it.
Autofocus is a pretty recent thing (30 years or
so old). There are two types of autofocus
systems that are generally used now: contrast
detection systems and phase detection
systems.
Contrast detection is what most point and
shoot cameras use.
When you push the
shutter button, the camera will actually move
the lens back and forth and find where the
contrast is best in the area where you want it
to focus—it just looks for the sharpest edges
in that area. The main disadvantage with this
is that you have to sit and wait while the lens
gets moved to find the best focus, and that
can take a while (meanwhile, your child has
stopped smiling and started picking his nose
or has closed his eyes).
Phase detection I don't really understand
(you've got to have something to learn about,
right?), but the main idea is that you split
light from opposite sides of the lens, and
based on how it lands on the autofocus
sensor the camera (usually) knows both how
far out of focus the lens is and in what
direction you need to move the lens to bring
it in focus. The bottom line is that it's much
faster than contrast detection.
Metering
If you get the exposure wrong in either
direction, you've got problems on your
hands. If you underexpose and then try to
increase the brightness of the picture, at best
your shadows will have extra noise and at
worst your whole image will have extra
noise.
If you overexpose, you can saturate
your photodiode at pixels in highlight areas
(the analog to digital converter has a
maximum, and if it gets a value higher than
its max, it still just reads the maximum
value). That means that highlights lost are
lost forever.
Before you go taking darker
pictures, though, know that there are times
when you don't care so much about blown
highlights and times when you do (one that
comes to mind is detail on a bride's dress—
it's really better to keep that information if
possible).
Since our eyes are so good at adjusting to
different lighting conditions to give
reasonable results almost anywhere we
would need to see, you really need an
objective witness to help decide how much to
expose your sensor. Back in the day, this
meant either being able to put a light meter
where your subject was and then choosing
your exposure based on how much light it
would reflect or pointing a directional light
meter at your subject and setting exposure
based on the actual light coming off the
subject.
Pros still set flash output with light meters,
but really most metering has gone into the
camera. With a point and shoot, they use the
sensor itself as a meter, but SLRs have them
up in the viewfinder housing. With most
cameras you choose how you want your camera to meter: usually the choices are a
spot (called, aptly, spot metering), a bigger
spot (center-weighted average), or a "smart
mode" where the camera guesses what kind
of scene it's looking at and sets exposure
based on what it thinks is important (matrix
or multi-zone metering).
My opinion on them
is that if I shoot raw, matrix metering gets me
a usable exposure 97% of the time, but there
are times when I prefer the other options
because they're easier to predict—specifically
when I want to hold detail in a subject that is
either very dark or very light. What if
(heaven forbid!) you want to hold detail in
both highlight and shadow (think black tux
and white wedding dress—incidentally, I'd
favor keeping highlight detail here)? This is
one time when I would say if it's possible
don't shoot jpeg whatever you do because
they are so unforgiving. Even if you can only
shoot jpeg, the beautiful thing about digital is
the instant feedback.
If you were doing a
wedding with wrong technique with film
(say you blew the highlights of the wedding
dress in every picture), you'd never know
until it was all developed so that could be a
huge problem. With digital, you might shoot
five before you checked if your metering was
right and adjusted for the mistake.
Histograms and Exposure Compensation
There are some situations where the camera
won’t choose the right exposure no matter
what metering mode it’s in. The camera’s
metering system tries to keep things not too
bright and not too dark. This means that if
you’re taking a picture of a scene with a lot of
dark things or a lot of bright things, you have
to tell the camera or it will get the exposure
wrong.
You tell the camera to adjust its metering
with a setting called exposure compensation.
It's given in exposure value (EV) steps which
are exactly equal to the stops I talked about
in the first lesson. A setting of +1 EV is one
stop brighter than usual, so the camera will
get twice the light it normally would, either
by keeping the shutter open twice as long, or
making the aperture 1.4 times bigger. To
make white snow white, tell the camera to
overexpose (with a positive exposure
compensation). To keep things dark in a dark
scene, tell the camera to underexpose (with a
negative exposure compensation)
So do you believe the unfeeling (but wellprogrammed)
camera got the exposure right?
You can get a feel whether it’s close by
looking at the image in the LCD after you
take it, but there has to be a way to take out
the guesswork. Besides, in bright sunlight
your LCD monitor can be so overpowered by
the ambient light that it’s hard to see the
image let alone check the exposure, or a
picture that looks great in the dark on your
LCD screen might be underexposed without
you noticing. It turns out that there’s
something called the histogram that lets you
check exposure objectively, no matter the
ambient conditions.
What the camera does to
build the histogram is count the number of
pixels at each brightness level, and plot the
number at each level from darkest to
brightest. It takes some learning, but once
you get the hang of it, using the histogram
can save you in tricky exposure situations.
Keep in mind that there’s not one “good”
histogram.
If you’re taking a picture of a
scene with huge dark areas, you’ll have a lot
of low-brightness pixels and that will show
as a spike on the left of the histogram. A picture of someone skiing might have a huge
lump on the right of the histogram caused by
all the snow pixels. Using it for a while will
give you a feel for how much exposure
compensation you have to use in different
situations for future pictures.
There’s another reason to use the histogram,
though. To reduce noise in the shadows, you
want to get as much light as you can from
those areas without completely filling up the
pixels that are getting light from bright areas
of your image.
The histogram lets you
“expose to the right.” You flirt with disaster
(disaster here is blowing out highlights) by
getting the bright pixels as close to the right
edge of the histogram without going off of it.
That might mean the dark pixels are bunched
up around halfway, but that’s okay since you
can always bring the exposure down when
you process the images. If you underexpose
and then bring the exposure up in processing
it’s like you shot the picture with a higher ISO
sensitivity, and that’s not a good thing since
you’ll see more noise.
If you think the exposure of a scene is tricky
and don’t want to spend a long time making
sure you get it right, some cameras have a
way to bracket exposure: it takes a sequence
11
of shots spread around what it thinks is the
right exposure separated by steps that you
set.
Shooting Modes
M is manual mode. Here you set both
aperture and shutter speed, and the camera
still meters to tell you how your exposure is.
A is aperture priority mode. You set the
aperture, and the camera adjusts shutter
speed to get exposure right.
S or T is shutter priority mode (T for reasons
unknown to me). You set shutter speed, the
camera sets aperture.
P is programmed auto mode. The camera
sets both settings. Be careful with this one
because it sometimes does some silly things.
For example, my camera won't ever open the
aperture past f/3.5 or so in programmed auto,
so you can't even use some lenses at their
best with it.
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