DIGITAL MONOCHROME METHODS

Dunstanburgh castle in Northumberland above the famous boulders in the bay.
Dunstanburgh castle in Northumberland above the famous boulders in the bay.

This article deals with some of the ways in which Photoshop CS can convert
an image to monochrome. There are many ways to achieve the effect you
desire in Photoshop; monochrome conversion is no exception.
Shoot RAW – don’t shoot in mono JPEGs. Sure you will get a monochrome
image but why let your camera make decisions for you? Shouldn’t you be
taking charge of the creative process? The best monochrome images are
made by shooting RAW, colour images. This provides the maximum amount
of tonal and colour information and sometimes editing colours can be very
important to a finished monochrome image.
What makes a good monochrome?
Well first off what does not?

A colour picture with the colour removed (by
desaturation). A monochrome image requires tonal contrast, texture, suitable
lighting and mood as well as the general rules for good photography including
lead-in lines, composition, correct depth of field etc.
The human eye is capable of resolving detail across a huge brightness range;
its dynamic range far exceeds the camera sensor. This wide dynamic range
is of enormous benefit to mankind but the trade off is a limited ability to
perceive small tonal changes. In a colour image this of little importance since
the eye perceives the changes in colour but once the colours have been
removed the eye / brain cannot detect small variations in brightness so
enhancement of the differences presents a better image to the eye.
The main methods (but by no means the only ones) by which a conversion
from colour to monochrome may be achieved are dealt with below.
Hue and saturation
Conversion by means of a hue and saturation adjustment layer is one of the
less used conversion methods. It is however very useful in certain
circumstances. I tend to employ it where there are large blocks of colours;
cars, clothing etc. can all be converted to different tonal values using this
method.
I have an action set up in Photoshop, which creates four hue and saturation
adjustment layers. The first three are created with no adjustment at all
initially, the fourth is set to fully desaturate only. This allows me to see how
the conversion is looking as later work progresses and to easily switch
between mono and colour. After creating the layers I reopen each one in turn
and adjust the settings. My action of creating the layers names each one in
turn, “red”, “Yellow/green”, “blue” and of course “desat.” Each layer is then
used to adjust the lightness of a selected colour. You can lighten or darken
the yellow/green of the grass, the subject’s tones and the sky totally
independently. It is a versatile technique for which there are as many uses as
a fertile mind can imagine. Masking of layers can limit the area of adjustments
and for this reason each new layer needs to be independent and not attached
to the clipping mask of the previous layer
Channel mixer
I used to use this regularly but now prefer other methods.
Multiple exports from a single RAW.
One of the finest ways to create tonally rich monochrome images is by using
multiple exports from a single original raw file. In a raw editor change the
settings to greyscale (or whatever your converter calls mono) and then adjust
the settings to maximise the tonal range in the sky (by which I mean the most
pleasing, not necessarily the most contrast or indeed from full black to full
white). Do the same for the mid-ground and again for the foreground and if
necessary for any particular feature in any area.
Use all the tools available at each stage, exposure, brightness, contrast,
colour temperature and the lightness, or darkness, of each colour. All can
make a huge difference. Watch that your settings at each stage do not
introduce noise. If present in all areas a limited amount of noise can be very
reminiscent of film but it looks entirely un-natural if it is present in one area
only. The clarity tool has enormous power both to enhance and degrade an
image, excessive clarity, especially coupled with subsequent sharpening can
introduce unwanted artefacts, particularly contrast lines along horizons. Used
to reduce clarity it can convey feelings of space or depth and can be used to
focus the viewer’s eye on the main content of the image.
Export each stage as a separate TIFF or PSD file. Open the ground layer and
then open, copy and paste each of the other layers onto the first. I suggest
you give each an individual name appropriate to its part in the final picture
(sky, ground, castle, or whatever). All that then remains is to blend, using
masks, each of the layers to take its part in the final image.
The image can then finished using the usual tools including curves, levels,
dodge and burn etc.
Multiple exports V2 – a favourite conversion method
Another method employing multiple exports from a single RAW file for this
see at the end of this article “Monochrome Conversions – various Print Work
Flows”
The Gorman-Holbert (or Carr) method
This is also covered at the end in “Monochrome Conversions – various Print
Work Flows”
Software plug-ins and standalone monochrome software
I use and can recommend Nik / Google Silver Efex Pro. I use it less
frequently than I used to, preferring Lightroom and Photoshop for most work.
This software creates a new layer in Photoshop onto which it applies the
conversion to mono. As well as the inbuilt presets it also allows the user to
create and save their own. It is immensely powerful and relatively quick to
use. It is important to adopt the use of this software with care however
otherwise it becomes a blunt instrument. Very rarely will a single run through
produce the best possible overall effect and I recommend that you consider
processing separate parts of an image with setting adjusted to be most
suitable for that element and then blending them using layer masks.
The sensitivity slider (sensitivity to individual colours) is an extremely powerful
and important part of this programme. The sharpening, contrast, grain and
toning tools in Nik Silver Efex are also very useful for finishing the image and
when adding grain or a tone I recommend you do so on a separate layer at
the end of the process and do not flatten the image subsequently so that
should you wish to make later revisions these do not become troublesome.
Topaz Labs detail plug-in is very useful for improving detail and sharpening.
It contains numerous pre-sets but I find it vastly inferior to Silver Efex Pro.
FINISHING OFF
All the above methods can usually be improved by judicious application of
sharpening, levels, curves, selective colour adjustments and by dodging and
burning. Sharpening techniques cover a vast range, more than can be
covered in this short summary. Search for sharpening on my website.
Throughout all stages of conversion I urge you to keep an eye on the
histogram, small amounts of full black or blown whites are acceptable but
larger areas, which the viewer can see are not. The sooner you spot them the
easier they are to deal with and so the less noticeable any rectification is.
Also check the files regularly at 100% to ensure over aggressive editing is not
introducing noise. Small amounts can sometimes be tolerated and sometimes
masked by adding grain but uncorrected areas of noise not consistent
throughout a file will ruin it. Careful work at all stages will however avoid
these problems and obviate the subsequent use of such techniques to
conceal them. NB Heavy handed us of the clarity slider can induce noise into
the file when exported from the RAW.
If you are adding grain or toning I suggest you do so on a separate file so you
keep your master file intact. If you use Lightroom, as I do, it can add grain
and toning non-destructively and do so consistently so a toned panel can
easily be produced.
Dodge and burn
Dodge and burn tools should be used judiciously, at low settings, on a copy
layer. It is all too easy to go too far and not realise it until later. Done on a
new layer that layer can be discarded and all you hard work prior to this is
saved. An alternative method I employ to the dodge and burn tools is the
creation of two new 50% grey layers, set to overlay, on which to paint using
white to lighten and black (or shades of grey) to darken, I keep all lightening
on one layer and all darkening on another. This is particularly useful for
adding vignettes, grads, darkening skies, etc. as they can be masked or the
layer opacity faded back as required. Also it is easy to delete these
adjustments if you do not feel the final result is perfect, without losing
previous stages.
Selective colour
Selective colour, in a monochrome image? The settings within the tool
include blacks, neutrals and whites. I quite often tweak the whites, lightening
highlight to add a bit more sparkle to an image. Another useful tool which, to
the inexperienced may seem irrelevant to monochrome work, is select /
colour range. Here too it is possible to select highlights, mid-tones or
shadows to give adjustments.
Some final tips
You can achieve an awful lot just with levels and curves if you work on
individual sections of the image rather than just relying on global adjustments.
You have the final image? Try flattening it, duplicate the layer and set to “Soft
Light” blend mode then reduce the opacity to 30%; just adds some final
punch when you thought you were done!
Finally having made a monochrome masterpiece try laying that on your colour
version and set the blend mode to luminosity; in many cases you will be
amazed at the result!
Monochrome Conversion methods – various work flows
The Gorman-Holbert (or Carr) method
This black and white conversion method is named for Greg Gorman and Mac
Holbert. It is also referred to as the Carr Method after its developer Rob Carr.
It is a Luminosity Based method. It gives outstanding results, especially for
portraits and delicate subjects but works well with some landscapes too.
The bulk of this can be recorded as an action with stops at ##
Convert to LAB colour
Select Lightness channel
Set Image mode to Greyscale (discard other channels)
While holding the Cmd key click on the Gray channel to Select Shadows
Invert selection
Convert image back to RGB
Go to the layers palette
Create new fill layer and fill with colour (sepia R225:G141:B31 is a good
place to start but you can use a plain grey, whatever you like.) ## (gives a
chance to change colour if required)
Change blending mode of the colour layer to multiply
Create new merged layer above this (Cmd,Alt,Shift, E)
Amend blending method of this layer to Overlay and opacity to 20% ##
Run High Pass sharpen on this layer set at 50 pixels
The image is now very suitable to convert to a duotone if required
Bill Allsopp’s monochrome workflow
(Based on a blending method originally put forward by Photoshop guru Katrin
Eismann, as expounded by George De Wolfe and others)
Well suited to landscape, architecture and many other subjects
The bulk of this can be recorded as an action with stops at ##
BLEND RAW DATA – Lightroom part
Desaturate
Reduce exposure and increase blacks to create darker image without
blocking blacks
Export
Increase exposure & reduce blacks as well as increasing brightness to
generate lighter image without losing highlight detail
Export (avoid fill and recovery in both)
PHOTOSHOP
Lay DARK over LIGHT
Select the bottom layer
Select / colour range / highlights
Move to top layer
Add layer mask, using icon (Alt click the icon) (can feather selection if this
helps) ##
If necessary use a brush to paint back seamlessly on the mask (can use
dodge and burn tools on the mask) This step not available in all versions of
Photoshop
FLATTEN ##
and save
IMAGE BALANCE (outside action)
Decide how to balance the light, this is artistic vision the only tool available is
your imagination
Use dark and light gradients to balance the levels (usually dark set to multiply
and light set to soft light) apply these to a duplicate layer and use the fade
back option as required
After adjusting as required FLATTEN and save (Check overall contrast with
15% Gaussian Blur)
IMAGE OPTIMISATION
Add levels adjustment (NOT on a layer) and set output to 30 : 230
Duplicate
Filter/Smartsharpen 150% : 0.8 pixles : Remove lens blur (adjust as required)
apply when happy ## (N.B. the amount of sharpening is very camera/lens
dependant for Canon 5D2 and “L” glass I found 150% sharpening right, for
my Leica M9 I use only 75% at most).
FLATTEN
Image / autocontrast (fade back if required) ## (end of action)
Open levels adjustment layer (GLOBAL CONTRAST) and “ALT” click the end
stops until the ends of the histogram are correct without blocked shadows or
burnt highlights.
Final sharpen if needed – avoid clipping – see sharpening notes.
SUMMARY
BLEND DARK OVER LIGHT
EDIT MASK AND CONTRAST IF REQUIRED
CHECK WITH BLUR
OUTPUT LEVELS 30:230 before sharpen on new layer
AUTO CONTRAST – FADE BACK IF REQUIRED
TOUCH UP AS REQUIRED

WDA 20th February 2014

Download this article as a pdf  from the link below

2014-02 digital monochrome notes + workflow

A wind shaped tree leans over a lane near the north Devon coast
A wind shaped tree leans over a lane near the north Devon coast
Path across the moor, Sligachan, isle of Skye, Scotland.
Path across the moor, Sligachan, isle of Skye, Scotland.
Bridlington, Yorkshire
Bridlington, Yorkshire
Dunstanburgh castle in Northumberland above the famous boulders in the bay.
Dunstanburgh castle in Northumberland above the famous boulders in the bay.

 

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One thought on “DIGITAL MONOCHROME METHODS”

  1. Great list and really detailed. I find myself always editing each photo different for black and white. Depending on the situation and what I feel might be better. I think everyone can really use a variety of choices in how the edit black and whites.

    Like

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