8:11 amOff
On White Balance
So you want to get accurate white balance. There are many ways to get there, if you know why you are doing it and what you want to achieve.
If you're shooting raw, you're probably aware that you don't technically need to worry about it at capture time, because it's not set in stone — whatever setting you use won't definitely affect your final image; you'll easily be able to change it in your raw processor. (Of course if you're shooting JPEG, then you'll definitely want to nail it as close as possible to your objective to minimize the amount of manipulation required. But you're not shooting JPEG anyway, are you?)
So you're shooting raw. Why even bother performing your white balance at capture time, then?
- One reason might be to get a better approximate histogram, so that you can better judge your exposure. Indeed, you might think that one of the channels is clipping when, in fact, it's the color cast that was throwing off the histogram. But then again, if you're evaluating the exposure another way (say, with a light meter), then this won't matter to you.
- Another reason might be to get a better approximate image preview, so that you can better judge the colors. Of course, you can't really rely on the image preview on that little LCD for accurate color evaluation, but surely, if the color balance is completely off, it might be quite misleading. But then again, you might only use the image on the LCD to judge the composition, pose and other aspects of the image, keeping in mind that color will be dealt with afterwards, so this, too, might not matter to you.
- Yet another reason might be so that when the unprocessed images pop up on your computer screen, the client watching you work will have a better idea of what the images will look like right away. Indeed, the client might not respond well if there is an annoying color cast in the images, even if you know you'll fix it later. But if you're not shooting tethered with a client watching over your shoulder, this might not matter to you either. (Note that some raw processors, such as Capture One, can be configured to automatically apply a certain white balance to all imported images, so that the images are immediately corrected, regardless of how they were shot, which is another reason why performing in-camera white balance might be irrelevant to you.)
Only you can know how important it is for images to be properly balanced at capture time, but if you want to do it, there are many ways to go about it.
- One way is to use the Auto White Balance feature of your camera. Sometimes, in rapidly/wildly changing light situations, this setting might be more efficient at getting a decent approximate white balance than having to fiddle repeatedly with your camera's parameters. If you're not working in such a difficult situation and the color of the light is not changing — say, you're working in a studio — then this setting might, on the contrary, produce unpredictable results.
- To get consistent results, another way is to use one of the white balance presets your camera offers — things like "sunny", "cloudy", "tungsten", "fluorescent", etc. This usually won't give you an exact result, but you'll likely get reasonably close to your target for your histogram and image preview to be very usable.
- If this is not good enough, a more sophisticated way to set the white balance would be to manually enter a kelvin temperature (which, unfortunately, only affects the blue-yellow axis, not the green-magenta color), or further tweak the result with the "white balance shift" tool. (Have fun. Who wants to spend time doing that?)
- Finally, the most accurate in-camera result you can achieve would be to use the "Custom White Balance" feature.
Bear in mind that whatever approach you choose, none — not even the custom one — will give you a surgically exact result. The only way to get a better result would be to include a neutral reference in a photo under each light situation, and later use that reference to synchronize the white balance for all the images shot under this type of lighting.
For the most accurate readings, you might include a tool like a WhiBal gray card, which is good to take care of the white balance, or go one step further with an X-Rite ColorChecker Passport, which includes a good ol' Gretag MacBeth color chart as well as the software required to generate camera calibration profiles for Lightroom — serious business!
If you don't want to spend the money (or carry these around, or shoot those test shots), for fairly good results, many common objects will be good enough to get you close to your target and allow you to work without having to worry too much about color. This might be a piece of white paper, tissue, gray hair, etc. It would be pretty hard to judge if these references are absolutely neutral (unlikely), so you understand that those are not perfect solutions. (For example, stuff usually increasingly turns yellow as it gets older.)
But keep in mind that few situations require critically accurate color — you be the judge. (Sometimes, even a perfect white balance won't be enough and colors will have to be manually tweaked in Photoshop with a virtual reference anyway (such as a Pantone swatch), and yet even then, color accuracy will likely take another hit when the image gets to the printer, so this discussion is at least partly moot.)
Now, in those situations where extreme color accuracy will not be an issue, you will have to determine if accurately reproducing the scene is what's important to you. Often, perfect color balance will not yield the image that will look better to your eye — you might very well decide that warming, cooling or otherwise coloring your image will produce something that is more pleasing, whatever light was there the moment you took the picture. You might even decide to convert your images to monochrome, and maybe even to tone them. Yet another reason why you might not need to worry too much about technical accuracy, but more about achieving an image that speaks to you.
For those reasons, on a more practical/pragmatic note, unless critical color accuracy is expected, I will usually save time and use one of the camera presets to get reasonably close results in-camera (so that I can still get useful information out of my histogram and image preview), include a WhiBal in the first shot if there are no other useful neutral references around, and tweak the results in post anyway. If I know in advance that I will deliberately change the look of an image, I might use a different preset (such as using a "cloudy" setting on a sunny day to make the image warmer); this will give me a better instant feedback, even if it won't have any definitive effect on the image until I make the final decision/adjustment in post.
If you still want to perform a custom white balance to get as close as you can in-camera, note that Canon and Nikon employ dramatically different procedures to achieve this (I am not familiar with the way other brands work):
- With a Canon camera, the procedure requires a ridiculous number of steps (which explains why I usually don't bother). You first have to shoot a picture of a neutral reference, filling the center part of the frame with it. You then have to go to the "Custom WB" menu option. You then have to point the camera to the picture of the neutral reference you want to use for the calibration (usually the one you just shot), and then confirm your choice. You then have, each time, to dismiss a non-removable reminder that tells you to change your white balance setting to "Custom". You then have to go ahead and change the white balance setting to "Custom". (Still there?) If this wasn't enough, you'll also be left with an otherwise useless frame, on your memory card, that was shot just for this, which you might want to delete. (Or you'll keep it and use it to perfect the correction in post...)
- With a Nikon camera, the procedure is decisively more efficient (take a hint, Canon). Set the camera to the "Pre" (preset) white balance setting. Hold the white balance button for two seconds until "PRE" starts blinking. Shoot your neutral reference.
If the procedure fails because the camera doesn't want to take the shot, this is because you're in a "one-shot/AF-A" autofocus mode that won't allow you to shoot until focus is obtained. Contrary to what you might have been told, performing a custom white balance does not require the camera to be set to manual focus, but since the neutral reference is usually a plain card, the AF system simply won't be able to achieve focus, which is the reason it will appear not to work. Just focus on something else or set the lens to manual focus — it doesn't really matter, as long as the center part of the frame contains the neutral reference. (If you're shooting in a continuous AF mode, this won't be an issue.)
If the procedure fails with the camera telling you it couldn't perform the calibration, that's because the exposure was completely off: the camera cannot read the color information out of a clipped highlight. Make the exposure average, or use a semi-automatic mode just for that shot (such as aperture-priority).
Make sure you actually do your reading based on the actual light conditions you'll be shooting in... This is especially relevant when you're working with flash — you don't want to perform your studio calibration based on the ambient light, or your location calibration on incorrectly gelled/randomly bounced mixed-light and get results that don't make sense.