Green Screen Made Easy..2nd Edition
Green Screen Made Easy..2nd Edition
Green Screen Made Easy..2nd Edition
a green screen. My job is to key out the background color and make sure
the resulting footage looks good. Green Screen Made Easy is an excellent
resource for this, covering many of the more widely used keying programs
and plugins. But keying video is only part of the green screening process,
and this book has so much more to offer. With information on the backdrop
itself, lighting, keying, compositing, and everything in between, the book is a
comprehensive resource. Full of tips and tricks with options for any budget,
Green Screen Made Easy is detailed and informative, but light enough to be
an engaging and interesting read.
Brent Willett, motion graphic designer, Iowa Public Television
This is more than just a book on green screening. Its a guide, its a resource, its a lifesaver, its a must-read for every shooter, director, and
editor out there. I strongly suggest that you buy multiple copies of this
book . . . one for the field, and one for the edit suite.
Sue Lawson, award-winning editor, ChicagoEdit, Inc; president, Chicago
Creative Pro Users Group (ChiCPUG)
Green Screen Made Easy covers everything from correctly setting up and
lighting your shot to all the post-production tips and tricks needed to get
that perfect composite. As a longtime editor and motion graphics artist,
Ive spent a career learning this on my own. Dont waste years like I did
its all here in this book. Whether you are a beginner or veteran working on
corporate interviews or a VFX-heavy feature film, there is plenty in here for
everyone. Im sure Ill be referring to it often.
Rob Birnholz, editor, motion graphics artist and founder ofAbsolute
Motion Graphics, Inc.
Green Screen Made Easy breaks down the complexity of shooting FX into a
palatable way so that anyone can understand this process.
Peter John Ross, founder, Columbus Filmmakers Consortium
(www.thecfc.org)
GREEN
SCREEN
M A D E
EASY
Keying and Compositing Techniques
for Indie Filmmakers
2nd Edition
JEREMY HANKE
MICHELE TERPSTRA
M I C H A E L
W I E S E
P R O D U C T I O N S
CONTENTS
CH A P TER 6
Acknowledgementsxi
Introduction1
CH A PTE R 1
Production Checklist61
19 Rules to Shoot By61
An Essential Guide to Prepping Your Talent for Optimal Shoots66
CH A P TER 1 1
Keying Essentials69
Keying Workflow70
More Information on Products Mentioned in This Book70
CH A P TER 1 2
Keying Tools91
Adobe After Effects Keylight92
Keying with The Foundry NUKE95
Keylight in NUKE95
IBK Keyer in NUKE96
Third-Party Keying Plug-ins Including Boris Continuum
Complete BCC Chroma Key Studio, Digital Film Tools
zMatte for Video/Film, and Red Giant Primatte Keyer97
CH A PTE R 14
Conclusion145
Production Resource List147
Glossary154
About the Authors166
ACKNOWLEDGEMENTS
JEREMY:
The techniques and work featured in this book have been a massive collaboration of so many people that we cant acknowledge them all here.
However, aside from my coauthor (whom I literally couldnt have done this
without), I want to give a special thanks to Mark Bremmer (who helped
provide some amazing rendering work at the last minute for this book),
Rocky Doll and the kind folks at the Cincinnati Comic Expo (who helped
us test out a number of new green screen techniques at his events), Westcott
(who let us test out some of their great gear and whose high quality earned
them the right to be featured in this book), ARRI (who provided the baseline for some of the best industry lighting standards out there), Flashpoint
(whose LED lighting rigs have revolutionized how we light green screens),
and MWPs Michael Wiese and Ken Lee (who believed in what we were
trying to accomplish before low-budget green screen was even a thing).
Special thanks to our sharp-wittededitor, David Wright, who helped make
this new edition of Green Screen Made Easy farsuperior to the last edition
than we could have hoped.
And extra special thanks to Kari, my beloved wife, who supported (and
put up with) me each time Ive written or revised this book!
MICHELE:
technical support. Thank you to the many video professionals who have graciously shared their knowledge over the years. In particular, I would like
to thank Chris and Trish Meyer, who technical-edited my previous book,
Plug-in to After Effects. The things I learned from that experience helped me
immeasurably while writing this book.
xii
INTRODUCTION
The first edition of Green Screen Made Easy came out in 2009 and was
received very positively by creators on low budgets and critics around the
world. As the years have gone by, weve been continuing to explore the cutting edge of special effects and have had requests for new features in this
new edition from our fans!
On the production side of things, our readers have asked for us to
explore more specific methods for dealing with the new high-rez/high-compression cameras in the DSLR and smartphone revolution, as well as where
the newer lighting solutions and the new high-chroma video tap solutions
fall into all of this. On the post-production side, things have changed a lot.
Several new versions of keying and compositing software have come out,
users have changed their workflow and hosts, and Ive learned more as well.
So, in this 2nd edition, we have delivered nearly 70% new or revised
material, including the latest updates on software and hardware.
This new edition of Green Screen Made Easy gives you:
a much clearer and simpler guide to shooting
a more robust checklist for dealing with actors in green screen
brand new products and options (as well as removal of obsolete ones)
modified techniques to help you get even cleaner footage
personal recommendations on some very specific products and learning aids that will improve your game drastically
400% larger resources section with brand new companies and
updated products
a post-production workflow chart to keep you on track
a modified pre-keying workflow for After Effects, on great new software for AE
CHAPTER 1
Heres wishing you great success on your new green screen projects!
Michele & Jeremy
probably discovered that their results often dont hold a candle to the work
done by Industrial Light & Magic, the effects powerhouse responsible for
hundreds of films from Star Wars to Back to the Future to Jurassic World.
When you try green screening and dont get great results, it can be really
tempting to just write it off as something that youre not able to do in a
believable way on a low budget. Hollywood studios have extremely powerful
equipment, software, and a lot of money to make their movie magic, so it can
be easy to believe that their advantages allow them to do what we cannot.
As we were preparing for this book, we looked at the most common hurdles facing low-budget filmmakers seeking good quality green screen results.
The number one hurdle was simply a lack of readily available information
on the art of green screening. Aside from some work by Creative Cow and
Andrew Kramer, the information for the low-budget filmmaker on the
art of green screening has been extremely minimal, which is what inspired
this book. Lots of filmmakers had to strike out on their own and try to get
something that looked halfway decent, hoping they would happen upon
the right blend of color, lighting, camera quality, and keying software to get
what they were aiming for. While some folks have succeeded in this area by
teaching themselves, many more have given up after being unable to harness the technology. Although more magazines and books have looked at
green screening recently, many of these resources put a greater focus on surrealistic, as opposed to realistic, green screening. The art of green screening
a weathercaster or someone in front of a digital background for an infomercial is not the same as the art of green screening a protagonist into a
3D temple and making it believable. In the weathercasting and infomercial
situation, everyone knows its all computer-generated and they dont care.
But in feature films youve got to convince the audience that your actor is
really in the location youre showing. Low-budget feature film green screen
is the most profound magic show on the planet. You have to be more deft
with sleight of hand than Hollywood does, because you just dont have the
budget to do things the way Hollywood does them.
This chapter is designed to give you some understanding of how to
recognize the limitations that low-budget filmmakers face in terms of their
5
Most of our readers will be shooting with color-compressed cameras, so we'll show you how to
overcome their limitations.
have color information recorded in the second line. From here, the information is compressed, but luckily each frame is compressed separately through
something called intra-frame compression.
PAL DV records with a 4:2:0 color space, which, again, records four
out of four light pixels but records color information on two out of four
pixels of the first line, and no color information on the second line. PAL DV
also uses intra-frame compression, so each frame is separately encoded, just
like NTSC DV.
Most modern HD, 2K, and 4K video DSLRs, camera phones, and
other affordable cameras use the same color space as PAL DV, but, unlike
DV, cannot compress each frame separately, due to size limitations. As such,
in order for most of this footage to fit on small hard drives or SD cards, multiple frames must be grouped together and compressed in clusters through
a method known as inter-frame compressionwhere the compression is
enabled by comparing frames before and after, thus compressing them in
clusters of frames. This allows file sizes to shrink drastically, but, obviously,
when you mash groups of frames together and then must untangle them
before you can even begin to key them, this makes getting good keys harder.
There are some reasonably affordable HD cameras like those made by
Blackmagic and Panasonic which have a 4:2:2 color space. Again, four out
of four pixels have their light data recorded, while every other pixel has its
color data recorded in both the first and second lines. The footage is compressed before being recorded to the hard drive or SD card, but like DV,
each frame is compressed individually, which means that there is less damage done by the compression.
Whats the color space in those high-end cameras that theyre using
in big-budget films like Jon Favreaus amazing green screen epic, the
2016 remake of Disneys The Jungle Book? Or in Star Wars: Rogue One?
Uncompressed 4:4:4. That means that every pixel is recorded for both light
and color and recorded without compression to a RAID array. Obviously,
this gives you optimal chroma keying latitude, as the keying program isnt
trying to guess where pixels are because of insufficient color information.
For most of us, 4:4:4 is not something we will likely have access to until
both truly RAW (uncompressed video) cameras and massive redundant
hard drives drop significantly in price, we sell one of our films for a substantial profit, or we try to hijack the signal from our cameras before its color
information gets decimated.
Believe it or not, there used to be a company called Real Stream that
made a $2,500 adapter that they would install in an SD DV camera which
could download uncompressed 4:4:4 data directly from the cameras imagers.
It proved glitchy and created massive files, so it never caught on. However,
there is a company called Atomos with their Ninja series of devices, which
range from $300$1,200, that capture 4:2:2 color space from more robust
DSLRs like the Panasonic Lumix GH4 and the Canon 5D Mark III, as well
as video cameras like the Sony FS-100 and the JVC GY-LS300, via their
HDMI monitor links, which seems to work fairly well and would definitely
be something to consider if you need to shoot green screen with one of the
compatible cameras.
Obviously, I dont tell you all these things about green screen technology to make you feel like you have to save up until you have a more expensive camera in order to start learning it. Instead, I tell you these things so
that you understand why special steps need to be taken to get the best keys
out of lower-end cameras. From that perspective, we will discuss how to
either purchase or build the best type of green screen for your needs, and
then we will look at how to light both it and your actors properly, how to
shoot it cleanly, how to key it with one of the programs that works well with
the footage your camera records, and, finally, how to composite your keyed
footage with both real and 3D-generated elements.
Buckle up. This is going to be a wild ride.
CHAPTER 2
TO BUY OR TO BUILD
A GREEN SCREEN
10
have double the color space to work with. With that said, if youre going
to go purchase one, be aware that when cameras advertise 4:2:2 8-Bit or
10-Bit HDMI Output, this doesnt actually mean they record in 4:2:2. It
means that they are able to send out a 4:2:2 signal that can then be recorded
by something like a $300$1,300 Atomos Ninja or Blackmagic Design
Hyperdeck video recorder. Ones that actually record at 4:2:2 internally will
normally say something like, Full-raster, 4:2:2, 10-bit Sampling.
With that in mind, how do you start on the right foot to make sure you
get clean keys in post?
To help ensure success, it is imperative to start with the best possible
green screen you can either afford or construct. Once you have it, of course,
youll want to light it, position it, and treat it properly, but well cover those
facets in later chapters.
Now, before we go into whether to buy or to build a green screen, lets
consider the following question, which invariably pops up: Should it in fact
be a green screen or, instead, should it be a blue screen? As the terms appear
to be practically interchangeable in every DVD or BluRay behind-the-scenes
featurette that you watchand even in many special effects booksits
hard to keep track of who uses which color for what purposes. Even professionals seem to get glib on this subject. To illustrate what I mean, one of
our staff writers was on an industry tour of a Hollywood studio and one of
the other people in the group asked the guide what the difference between
green screen and blue screen really was. The guide snidely responded, Well
sir, blue screens are blue, and green screens are green.
So, what is the difference, then? Well, the choice of color is based on two
factors: the color of the clothing, hair, or eyes of the person being recorded,
and the medium that is doing the recording.
Obviously, if the talent has blue clothing, a green screen is the correct
choice, and vice versa. Much less obviously, though, hair color has a direct
bearing on screen choice. (And no, were not talking about our friendly
neighborhood punks who have dyed their hair literally blue or green.)
Blond hair has a way of picking up green that makes it very difficult to key
properly from a green screen, which is why it has always been customary to
11
film blond actors in front of blue screens. If your actors dont have blond
hair and are wearing neither blue nor green, you will normally look to what
media youre recording on. Films blue latitude is excellent, which is why
blue screen was the most intelligent choice for people recording to film. But
in digital recording, more green data is recorded (especially in lower-priced
cameras like the ones youre using, which discard more information from
the red and blue channels). This means that, for most of our readers, green
screen is often the best choice.
This doesnt mean that the blue screen concept gets thrown out entirely
for digital filmmakers, even if youre not shooting blonds or actors with
green clothes (or bright green eyes) in your film. Digital video cameras can
still get a very usable key from blue screens, and it is actually easier to make
the color blue really pop with inexpensive lights (which tend to make it
more distinct from your foreground subject and, therefore, easier to key).
And, of course, for films that are going to have a stylistic blue-tinted final
color pass or that are using water and/or cloud-based effects, its better to
use blue. (For example, 2007s Evan Almighty, which included massive
flood effects, utilized blue screens successfully because of the bluer coloration of the water.) An added benefit of blue screen is that if you end up
with some spill (color reflected onto your actor from the background) that
cant be removed in post, blue is less noticeable to the human eye than green.
You should at least play around a bit with blue screen and see if it does what
you need for your film.
Since green is still going to be the color thats going to work for many
of our readers most of the time, for simplicity we will simply refer to all color-keying technology as green screen unless we are referring to an actual
blue screen.
So now we get into the question of whether you should purchase or
build your green screen. There is no one right answer, but certain factors
can help you decide.
The first factor is what youre going to be using green screen technology to do. Are you going to use it to delete a few buildings, trucks, or light
poles from an otherwise usable shot? Or are you going to completely get
12
rid of all naturally occurring landscape? In the former case, youre typically
going to want to buy a collapsible green screen, because, as the name implies,
collapsible green screens are designed to be taken down and put up quickly
and with minimal hassle, which makes them ideal for removing a few background elements but leaving the rest of the environment intact. (HBOs
Game of Thrones is a great example; sky and other elements were covered up
with portable green screens, while the rest of the environment was filmed
as is.) If you want to completely remove all natural elements, youre probably going to need to build a green screen studio of some sort. Although
there are some companies that will build professional green screen studios
for you, the cost is likely going to be outside your price range. That means
youll have to put in the elbow grease yourself. But when youre done, youll
be able to place your actors in virtually any environment, from outer space
to Discworld and everywhere in between (as exemplified in Ang Lees Life
of Pi).
A second factor is whether you want green screen to be a small part of
one film or a permanent component of your filmmaking repertoire. If your
use will be minimal, a purchased, collapsible green screen is a great choice;
its not terribly expensive and wont take up much space when youre not
using it. But if youre planning to do a lot of green screen work, you should
seriously consider building a green screen studioand ideally getting a collapsible green screen as well.
You have other options beyond these basic rules of thumb. For example,
you can patch together a few purchased portable green screens to create a
green screen studio, or you can make your own foam-and-paint portable
green screen to remove unwanted background segments. (In fact, the movie
The True Story of Hammond VanOchre and His Amazing Flying Steam Pig
more on which laterused a number of such makeshift green screens for
just this purpose.)
Now lets get into the options for both purchased and built green screen
setups.
13
POPUL AR OPTIONS
FOR PURCHASING A
GREEN SCREEN
14
A flexscreen can easily be taken with you and assembled behind your talent.
Westcott is currently the only manufacturer that makes one with a green border
(as opposed to the black one shown here).
not need full-length body shots. These screens pop open from a collapsed
state, much like Photoflex reflector screens or those pop-out camping tents.
While they can be a huge pain to re-collapse, overall they are extremely
convenient. They can be stored almost anywhere; the material tends to be
heavier than most cloth rolls; the frame stretches the fabric tight, so there
are very few wrinkles; and most screens are green on one side and blue on
the other, so that you can use one screen for both green screen and blue
screen work. Flexscreens can be bought for $60 to $400 from ImageWest,
Lastolite, Photoflex, and Westcott.
As useful as flexscreens are, many of them have an Achilles heel: a black
border. Why anyone would ever have created a green screen with a black
border is beyond understanding, as any shots that show the entire screen
must have the black frame rotoscoped out. Westcott is the only manufacturer Ive found that makes a collapsible green screen with a green border.
16
X-Drop Backgrounds
Currently developed and released
exclusively by Westcott, these backgrounds are a hybrid of fabric and
stand with the simplicity of a flexscreen. The X-Drop uses a pop-out
stand that looks like two tripods
arranged in an hourglass pattern, and
The Westcott X-Drop combines
flexscreen portability with a built-in
the arms of this device stretch a swatch
stand and no border.
of green screen fabric into a self-supporting 5' 7' rectangle without any additional supports needed and without a black edge around it. (Due to the slightly stretchy fabric used and
the tension system utilized, however, there is a 56 inch gap between the
bottom of the cloth and the floor. While this can easily be dealt with if you
bring along some chroma key paper or chroma key gaffers tape, its something to keep in mind.)
When its not being used, the entire setup packs into a narrow drawstring bag thats 7" wide by 3" high and 3' long.
The X-Drop sets up where you need it, although be aware that it has a small gap
between the floor and the bottom. (Reprinted with permission from Westcott.)
17
The material itself is thicker than most cloth backdrops, but not as thick
or wrinkle-resistant as a portable flexscreen or the 9' 10' Wescott backdrop we mentioned earlier. While it could stand to be a little more rugged,
its flexibility, portability, and incorporated stand make it really attractive
and worth checking out, especially since its quite a bit cheaper than a similarly sized Westcott flexscreen (which doesnt include a stand). As of the
time of this printing, their 5' 7' X-Drop green screen is pricing at $120 vs.
$200$250 for the Westcott flexscreens in this size range. (Blue screen isnt
available at this time, however.)
CHAPTER 4
19
You can also make chroma key paint yourself. Tom Stern, one of our
staff writers at MicroFilmmaker Magazine, went through the arduous process of calibrating his camera to color swatches he found at Lowes and then
painstakingly sampling each color in Photoshop to see which generated
the most-pure green and the least gray. At the end of his testing, the mix
he came up with that yielded the most-pure green was a matte-finish latex
house paint made by Olympic/CCA called Botanical Green. A gallon
goes for about $10 to $15. Dont forget that youll normally need two coats
of paint to get a good, even finish.
A cyclorama is a permanent green screen studio space that has a gentle curve between
the wall and the floor.
you can build a stand with dowels screwed into wide squares of wood at the
base. Any form of U-shaped top piece can then serve to hold your dowel or
roller. (With a little ingenuity, you can affix a pair of U-hook crossbar holders, which run between $10 to $20 from B&H.) Use sandbags on the bases
of homemade holders like this to keep the stand stable.
However you go about suspending your backdrop rod, you now have a
background that can be rolled down and then rolled back up when youre
done shooting.
You will need to find a work space large enough to allow you to lay out
an 8' 12' roll of vinyl in order to paint it. If you are in a dry environment,
doing this outside will be fine. If you are in a location with high humidity or
inclement weather, youll need to find an indoor space.
Lay out trash bags as a spill guard below your roll of vinyl.
23
When painting, be sure to do it in clean bare feet or wear booties so as not to get dirt or creases on
your vinyl siding.
24
Now you can take your new green screen wherever you need it. After its
completely dry, its fairly rugged, although, if youre not permanently installing it somewhere, you will want to keep it on the cardboard roll whenever
its not being used.
In order to rig a hanging version, you can fit reinforced grommets into
the sides of the green screen and then attach it to rafters or other highplaced tie-down spots. Or you can use flooring staples to staple one edge
of the screen to the cardboard roll you rolled your screen around and hang
it from a suspended rod slipped through the pipe. This will give you a window-shade green screen, which can be very useful.
Building a Cyclorama Green Screen Studio
If you plan on doing a lot of intensive green screen work and you have the
space for it, building a cyclorama green screen studio is a really smart idea. A
cyclorama is made with a green screen that curves from the wall to the floor
so that there are no sharp corners or edges. This allows for more flexibility in
your keys and cleaner keys, since sharp edges catch shadows in an unnatural
way and show up as dark lines that are difficult to key properly.
There is a great deal of confusion about how much space you need for
a green screen studio. For optimal results, you will want your actors to be at
least 6' from your green screen wall, and then you will want your camera to
be at least 6' feet from the actors for medium shots. For long shots, you will
need to be as much as 12' to 22' from the subject, depending on the lens and
the height of the actor. This means that, as a bare minimum, you need an
area at least 6' wide by 12' long, but ideally 12' wide by 30' long.
As you can imagine, folks who live in a single-room apartment are probably not going to be able to build a green screen studio at their residence.
Ive seen some innovators who have painted their apartments green and
managed to get some fairly decent results, but thats very difficult. You really
need to have a good-sized two-car garage, a large room in a Southern-style
house, or some sort of rented studio or office space you can convert into a
green screen studio. Or you can try contacting local colleges and universities, especially community colleges. With the growing popularity of green
25
To expand this 24-wide basic cyclorama to a 32 one, simply add one more vinyl green screen to the
side and slide the front stage over until its centered.
through the wood bar into the wall studs behind. (You can pick up inexpensive stud finders from companies like Stanley for $20 or less. For additional tips on locating wall studs, search online for how to find wall studs.)
Because the vinyl can tear, be careful not to screw through it at its very edge;
leave an inch or two above the screws to be on the safe side.
Now unroll the vinyl down the wall. It will naturally form a cyclorama
curve at the bottom. Affix the vinyl to the floor with a heavy-duty construction adhesive like Liquid Nails, traditional nails, or screws, making sure to
keep the cyclorama curve consistent. Proceed with each roll like this, making sure that the rolls edges line up with one another. For the final touch,
unroll the last roll and affix it to the floor in front of the bottom edges of the
other rolls. This last roll forms your extended green screen stage.
If you would prefer to create a painted cyclorama stage, you will need
to construct some sort of curved piece of wood, plastic, or plaster for where
the wall and floor meet. Then you can paint your space with either homemade green screen paint or one of the professional paints such as those from
Rosco and Green Screen Systems.
27