08/07/2009

White Balance Explained


The term 'White Balance' originates from the world of video imaging where a device (waveform monitor) was used to match or 'balance' the signals from the camera’s red, green, and blue channels to make accurate whites under various lighting conditions, thus balancing your white. In this article, we’ll use “white balance” for digital cameras in a similar sense: the process of measuring your light source’s colour temperature accurately, based on your lighting conditions and using that information to correctly balance your whites and colours.

Symptoms of poorly set white balance:

If your camera’s white balance is set incorrectly, or if your camera chooses the wrong algorithm for measuring colour temperature, then you will observe a colour cast on your image: it will either look slightly blue, slightly orange, or slightly green. A low colour temperature shifts light toward the red; a high colour temperature shifts light toward the blue. Different light sources emit light at different colour temperatures, and thus the colour cast. Let’s take a look.

What is colour temperature and how is it measured?
Colour temperature is effectively the warmth that is emitted from a light source, and the effect that temperature has on the intensity of any particular colour in the visible spectrum. For example, a 200W bulb has more intensity in the orange/red end and shows purples and blues with very little intensity. This makes your photo appear 'warm'. Daylight has equivalent intensity across the whole spectrum, so you see purples and blues with the same intensity as oranges and reds. But shade or a heavily overcast sky has more intensity in the blue/purple end so your oranges and reds will have very little intensity. This makes your photo appear “cool”.

"What's colour temperature and degrees Kelvin", you ask?
Please see the additional write-up below.

Here are some examples of colour temperatures from common light sources:
1500 K: candlelight
2800 K: 60 W bulb
3200 K: sunrise and sunset (will be affected by smog)
3400 K: tungsten lamp (ordinary household bulb)
4000-5000 K: cool white fluorescent bulbs
5200 K: bright midday sun
5600 K: electronic photo flash.
6500 K: heavily overcast sky
10000-15000 K: deep blue clear sky

Light sources, such as fluorescent and some other artificial lighting may require further white balance adjustments since they can make your photos appear either green or magenta.

How does a digital camera auto-detect white balance?
Your camera searches for a reference point in your scene that represents white. It will then calculate all the other colours based on this white point and the known colour spectrum. The data measured from its R G B sensors is then run through a whole lot of numbers and predetermined equations to figure out which white balance setting is most likely to be correct. Remember, white balance is the automatic adjustment that makes sure the white colour humans observe will also appear white in the image.

Setting your camera’s white balance to AWB will provide colour accuracy under many conditions. Your camera will adjust the white balance between 4000K – 7000K using a best guess algorithm. Auto white balance is a good choice for situations where the light changes over time and speed is an issue (e.g., animal photography, sports photography). However, you should avoid using auto white balance settings in the following situations:
1) Your scene is heavily dominated by one colour
2) Colour accuracy is absolutely imperative
3) You are photographing particularly warm or cool scenes (e.g., a sunset)

White Balance Presets
Most digital cameras come with multiple white balance preset options. These presets work well when:
1) The light source matches one of the preset white balance options
2) Your scene is heavily dominated by one colour

Let’s review the most common preset options:
Tungsten - Tungsten is the name of the metal out of which the bulb's filament is made. The colour temperature of this setting is fixed at 3,000K. Best Use: indoors at night. Otherwise, your exposure will turn out too blue. Creative Use: Set your exposure compensation to minus 1 or minus 2 and use this setting in daylight to simulate night.

Fluorescent - The colour temperature of this setting is fixed at 4,200K. Best use: Fluorescent, mercury, HMI and metal halide lights used in your garage, sports stadiums and parking lots. Otherwise, your exposure will turn out too purple.
Daylight - The colour temperature of this setting is fixed at 5,200K. Best use: studio strobe lights. Otherwise, your exposure may have a slight bluish tinge.

Cloudy - The colour temperature of this setting is fixed at 6,000K. Best use: direct sunlight and overcast light. This setting will warm your photo by giving it an orange tinge, which is often desirable in landscapes and portraits. Creative Use: sunsets.

Shade - The colour temperature of this setting ranges from 7,000K - 8,000K. Best use: shooting in shade, no direct sunlight (cloudy), backlit subjects. Otherwise, your exposure will turn out too orange. Creative Use: direct sunlight – it will warm up your photos even more!
Flash - The colour temperature of this setting is fixed at 5,400K. This is almost identical to Cloudy but sometimes redder depending on the camera. Best use: overcast skies. Otherwise, your exposure will turn out too red.

Colour temperature and the degrees Kelvin explained . . .

It is highly likely that you may not have heard about term ‘Degrees Kelvin (K)’ that relates to the colour temperature of that produced by your on-camera’s flash output, which is set at about 5600 K; to match that of ‘daylight’.

The Kelvin scale is named after the Belfast-born, engineer and physicist William Lord Kelvin (1824–1907) and according to Wikipedia, he wrote of the need for an 'absolute thermometric scale'. Unlike the degree Fahrenheit and degree Celsius, the Kelvin is not referred to or typeset as a degree. The Kelvin is the primary unit of temperature measurement in the physical sciences but is often used in conjunction with the Celsius degree, which has the same magnitude. The definition implies that absolute zero (0 K) is equivalent to minus 273.15 degrees Celsius.
The Kelvin scale is often used in the measure of the colour temperature of light sources. Colour temperature is important in the fields of image projection and photography where a colour temperature that approximates 5600 K, is required, as said earlier, to match that of 'daylight'. 
Digital cameras and photographic software often use colour temperature in degrees K, in edit and setup menus. The simple guide is that the higher the 'colour temperature' in K the whiter or bluer the image will be. The reduction in kelvin will give an image more dominated by the reddish or warmer colours.
We perceive colours in images of sunsets or sunrises as being warm but, in fact, according to the Kelvin scale, they are colours that are rated in the cooler end of the scale.
To prove this theory, if you study the flame of a Bunsen burner or blow torch, you will notice that the initial part of the flame is in the blue range and the further the flame extends, the colours will change from yellowish to orange or red. However, the hottest part of that flame is the blue part and do we not normally associate blue as being in the cool range?