You may have noticed that it's been quiet here on Opensource.com lately. That's because there's a new project in the works, and while there aren't many specific details to announce yet, there's plenty to talk about. What better way to start than with the entire internet?
The internet, and top-level domains
You may know that the internet is a network. A network, by definition, is a group of connections. The term "internet" is in fact a portmanteau of "interconnected" and "network". The internet is a network of interconnected networks, and originally it consisted of two: The military network and the academic network. Once the internet got popular outside those two groups, it became apparent that different designations were needed to differentiate, say, a commercial entity from a charitable organization from a university or a governmental department.
These designations are called top-level domains (TLD). There are many available today, but for a long time there were only a handful. The original TLDs remain popular, and you probably know that when you go to, for instance, a .com address, you're visiting a commercial site, but when you visit a .org address you're going to a non-profit website.
Open source is a network
Open source can be many things. It can be commercial, it can be non-profit, it can be academic, it can be cultural. No matter what form it takes, though, it's always a network. Sometimes (but not always) it's a network of computers, but most importantly it's a network of people. Whether people are gathering at a conference or a pub or in an online chat room, open source is a community of people.
The website Opensource.com has been supported by a commercial entity for 12 years. But the people (that's you and me) that make up the Opensource.com community aren't commercial entities, we're people.
In one month, Opensource.com is going to resolve that bug. Stay tuned!
Tips for running virtual, in-person, and hybrid eventsrpaik
Over the past few years, virtual events have thrived. In-person events are back now, but it's important to keep in mind that virtual events didn't just come out of nowhere. Many of us were actually doing a lot of different online events even before they became popular. Many communities held hackathons, bug and issue triaging, webinars, and so on, as virtual events. They brought community members together for collaboration and education. Virtual events have improved since then, largely out of necessity, and I think we've all learned a lot. In this article, I consider how virtual and physical events can co-exist to render an improved event experience for everyone.
Costs and crowds
I don't think anyone wants to go back to the days when all events were happening on screens. But virtual events do have important advantages compared to in-person events. To begin with, it is relatively easy to start a virtual event as you often don't need much beyond meeting and streaming platforms. It can be as basic as live streaming from a video chat platform. This is especially useful for small communities that don't have a large events budget. In fact, a virtual event platform provides an opportunity to build an audience before you start making significant investments in in-person events.
The lower cost and logistical hurdles of virtual meetings don't just apply to the event organizer. It matters to attendees and community members too. A typical meetup is likely to last for 60 to 90 minutes. Is everyone always happy to commute 30 minutes each way to get to the meeting venue? A meetup in a virtual format can lower the participation barrier for attendees. I think this is one of the reasons that many meetups are continuing in virtual formats today.
The cost of doing virtual events is much lower, so there's low-risk of experimenting with different content, format, target audiences, and so on. Even if a new event isn't a huge success, you won't have to invest a large budget on the venue, equipment, people, travel, and so on. And you're able to get some valuable learning from the event no matter what.
Practical events
In addition, there are some activities that are just well-suited for virtual events. Things like documentation and bug triaging are crucial in open source communities. Despite this most people see them more like chores that they'd rather avoid. Why not have a short one to two day window where community members come together online so they can work on these chores together while supporting each other?
Hybrid events
Many events are going hybrid now, with both in-person and virtual components. By hybrid, I don't mean just broadcasting in-person sessions from conference facilities. Many have separate tracks for in-person and virtual participants. FOSDEM 2023 is a great example of a hybrid event, with separate online rooms.
Some utilize virtual tracks for "Day 0" events (orientation, project team meetings, meetups, and so on). This way, people who aren't able to travel to the in-person conference can still participate in the earliest events. By having a separate virtual track, you can potentially reduce the total length of the in-person conference. This means people don't have to be away from home as long as a 100% in-person event.
The dos and don'ts
Here are some tips based on my experience of attending and organizing virtual events.
DON'T have the same structure as in-person events. When you have an event online, you wouldn't want to ask the audience to sit through a full day of presentations. It's difficult for most people to stare at their screens for a long period of time. If you have more than four hours of content, consider spreading the event over a few days so that attendees only need to sit through a maximum of a couple of hours of presentations each day. You also don't always need to add breaks between sessions in virtual events because people aren't moving to different rooms. As a matter of fact, by hot switching to the next session, you're less likely to lose attendees between presentations.
DON'T put a wall around the content after the event. I recently registered and attended an event and was told that slides and recordings would be available a few weeks after the event. When I returned to the event page a few weeks later, it asked me to register with my email address to get access to the content! I understand people's desire to collect leads. But if people had to register for the event already, or the event was live-streamed, it's not appropriate to ask them to share their contact information. Instead, make the content accessible to anyone.
DON'T force synchronous participation from attendees. One of the key benefits of virtual events is that it's easier for everyone to attend or participate. If a person cannot watch a presentation live, provide ways for them to interact with presenters and other attendees asynchronously.
DO make content available prior to events. Online events make it easier for community members to participate asynchronously. Things like publishing slides or Q&A pages ahead of time allow attendees to review content and post questions that presenters can address during and after the session. Also, if you're doing a hands-on workshop, publishing a prep guide before the event allows attendees to set up their environment so that it's easier to follow along during the presentation and play around in their sandbox.
DO have presenters available for asynchronous Q&A sessions. Some of the virtual events I enjoyed had dedicated Q&A channels (Mattermost or Discourse are great open source options) where you could interact with presenters well after their session ended. At an in-person conference, you're often limited to a 10 or 15 minute break after a session to talk to the presenter. Virtual events allow you to have a Q&A channel available for a few days after the event. This let's both synchronous and asynchronous attendees communicate with presenters.
Best of both worlds
I'm definitely glad that in-person events are back and I'm able to see my open source friends again in real life. However, I don't think we need to completely put virtual events behind us. In particular, hybrid events with "virtual tracks" can make events accessible to more community members and help you reach a wider audience. I think society has learned some important lessons, so let's put them to good use.
Create the perfect blend of virtual and in-person events.
Generate web pages from Markdown with Docsify-Thispaulhibbitts
Are you interested in leveraging Markdown for online content without any website setup or build process? How about seamlessly embedding constraint-free Markdown or HTML into multiple platforms (such as a content management system or learning management system)? The open source project Docsify-This, built with Docsify.js, provides an easy way to publish, share, and reuse Markdown content.
With Docsify-This, you can instantly turn any publicly available Markdown file into a responsive standalone web page. You can also link multiple Markdown files to create a simple website. Designers can alter the visual appearance of displayed pages with the point-and-click Web Page Builder interface or URL parameters. You can also use a set of provided Markdown CSS classes when creating your own Markdown content. In addition, if you use Codeberg or GitHub to store your Markdown files, an Edit this Page link can be automatically provided for each page to support collaborative authoring.
It's open source, so you can host a Docsify-This instance using your own custom domain without the risk of platform lock-in.
Use the Docsify-This Web Page Builder
To use the Web Page Builder, open a browser and navigate to the Docsify-This website or your local instance. In the Web Page Builder section, enter the URL of a Markdown file in a public repo of Codeberg or GitHub (other Git hosts can also be used via Docsify-This URL parameters but not in the Web Page Builder), and then click the Publish as Standalone Web Page button.
Image by:
(Paul Hibbitts, CC BY-A 4.0)
The Markdown file is rendered as a standalone web page with a URL you can copy and share. Here's an example URL:
You can change the appearance of any Markdown file displayed in Docsify-This by using URL parameters. For example, font-family, font-size, link-color, and line-height are all common CSS attributes and are valid parameters for Docsify-This:
You can also alter the visual appearance using a set of special Markdown CSS classes. For example, you can add the button class to a link:
[Required Reading Quiz due Jun 4th](https://canvas.sfu.ca/courses/44038/quizzes/166553 ':class=button')
This produces a button image instead of just a text link:
Image by:
(Paul Hibbitts, CC BY-A 4.0)
In addition to the Markdown CSS classes supported by Docsify-This, you can define your own custom classes within your displayed Markdown files. For example:
As supported by standard Markdown, you can include HTML snippets. This allows you to add layout elements to your HTML render. For example:
<div class="row">
<div class="column">
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
</div>
<div class="column">
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
</div>
</div>
Embed Docsify-This as an iFrame
You can embed Docsify-This web pages using an iFrame in almost any platform. You can also use URL parameters to ensure your embedded content matches your destination platform:
In certain learning management systems (LMS), including the open source Moodle and even the proprietary Canvas, you can link external web pages to a course navigation menu and sometimes more. For example, you can use the Redirect Tool in Canvas to display Docsify-This web pages.
To fully leverage the benefits of version control and potentially collaboration using an optional Edit this Page link, store your Docsify-This Markdown pages in a Git repository on either Codeberg or GitHub. Several open source tools provide a graphical interface for Git, including GitHub Desktop (recently released as open source), Git-Cola, and SparkleShare. The text editors VSCode and Pulsar Edit (formerly Atom.io) both feature Git integration, too.
The benefits of Markdown-based publishing are available to everyone, thanks to Docsify. And thanks to Docsify-This, it's easier than ever. Try it out at the Docsify-This website.
This open source tool makes it easier than ever to convert Markdown to web pages.
Recently, I was asked by a friend and colleague if I were interested in speaking together at a conference. I was pleasantly surprised because I hadn't contributed much to the project they were presenting, but I expressed interest. We met to discuss the presentation, and that's when I learned the real reason I was asked to participate: The conference's diversity, equity, and inclusion (DEI) initiatives required there to be at least one speaker that does not identify as a man. I was offended; it felt like I was approached only because of my gender, not based on merit.
My friend assured me that wasn't the only reason I'd been asked. They needed new contributors to the project because there was a lot of work to be done, and they were hoping I could help fill that gap.
I gave it some thought and tried to understand why the DEI initiatives were in place. I also thought about the other side of the coin, where the people who wanted to present couldn't, unless they found someone from a minority group to present alongside them.
As I thought about the bigger picture and the benefits this opportunity would bring to me, I decided to forego my ego being hurt. Once I let go of feeling offended, I realized that I was also feeling very uncomfortable presenting something that I hadn't contributed directly to. My ethics didn't agree with that. How could I possibly step onto a stage and act as the face of something I hadn't worked on?
Resolving to help more
I did some research on the project. The technology was not totally alien to me, and I had a good grasp of the fundamentals it was trying to achieve. In fact, its overall goal made me feel excited to contribute. If done well, it would be super useful to users.
I made a resolution that I would go ahead with this speaking opportunity only if I got the opportunity to give back to the community tenfold and become a key contributor. My friend was more than willing to help me on that journey.
With that resolve, we submitted our talk. My co-presenters were supportive and made me feel welcome. They said that as long as I was interested and had a passion for the project, nothing else mattered.
Participating in the conference was a huge opportunity, and it had such a positive impact on me. I met a lot of experienced people across the open source community and I felt inspired! I learned a lot of new things from the people and the various panels, sessions, and discussions at the conference. Our presentation went well, and I consider giving a talk at such a big conference quite an achievement.
However, once the conference was over the guilt started kicking in.
I felt like I owed the community and the people who had given me this chance. I wanted to focus on the promise I'd made, but it was hard with other higher-priority things getting in the way. Whenever I deviated from my plan, the guilt kept me on track. It reminded me that I had to give back to the community that had given me such a good opportunity. After a few months of struggling and juggling, I can proudly say that I didn't give up. Today, I'm an active contributor to that project.
I love the challenges it presents, and I enjoy solving some of the key issues in the project's area. I also have been able to take the lead in implementing this upstream project in our downstream ecosystem. As icing on the cake, I was again invited to present with the team and give the community updates for the project. This time, it was not because of a DEI initiative, as the ratio was already balanced.
Feeling guilt isn't so bad after all!
I'm glad that I took the opportunity, and I'm glad it turned out to be a win-win situation for everyone involved. If I hadn't been approached about being a co-presenter, I probably would have never gotten involved in this project, and that would have been such a miss! I'm grateful to the people who gave me this chance and supported me.
I'm probably not the only woman who has faced this. I want to tell all the women out there if such an opportunity presents itself, there's no need to feel guilt, or that you "owe" anyone or any kind of pressure. If you feel such pressure, turn that emotion into a weapon and do good with it! I encourage you to take the opportunity if it will benefit you and make the most out of it. Later on, if you can do the same for another person and uplift them, that’s how you can really pay back to the community. After all, this is what open source community is all about. It's as much about the people as is about the technology being built!
3 reasons to host a docathon for your open source projectlmalivert
Your open source project's documentation is essential to your customers. Your target audience must understand the purpose of your project and how to use it, and documentation is what bridges that gap. A project is rarely ever truly done, so it's equally important for resources to be maintained and updated with your project's continuous improvement.
But what happens when you have lots of documentation to maintain but lack the resources to keep it current? The answer is pretty simple: Host a docathon!
What is a docathon?
A docathon is like a hackathon. A hackathon is an event where engineers and community leaders gather to improve or add new features to an existing application. In a docathon, the same kind of collaboration focuses on improving documentation.
A docathon can fill gaps within content, restructure large documentation sets, fix broken links, or just correct typos. The intent behind hosting a docathon is to improve a large amount of documentation in a relatively brief timeframe.
At my organization, our documentation team hosted a docathon and successfully revamped a 102-page installation guide. The docathon enabled us to focus on the project's scope, which was reorganizing for simplicity, removing duplicate content, and following the customer journey. Hosting a docathon left a lasting impression on my team and improved customer success.
Most documentation must evolve along with the product it supports. As the product changes or updates, so must the documentation. In some cases, documentation teams release new versions of their documentation alongside the engineering team's release cycle. As priorities within a team change and GA releases continue, documentation teams face the challenge of keeping up with new features, bug fixes, and tasks to complete. The changes that get left behind become part of a backlog—an accumulation of work that needs to be completed at a later time.
Docathon tip: During a docathon, participants can triage backlog items and complete them as they progress through the list. Non-technical participants can work on fixes related to typos, broken links, and other text-related issues.
By the time your documentation team realizes it's time to revamp a guide, it's probably several chapters in and hundreds of pages deep. Once the content plan has been developed, the complexity of restructuring begins. Restructuring a large amount of documentation is not for the faint of heart.
Docathon tip: Assemble a team to lead the docathon and provide incentives for organization-wide participation from different teams or departments. Depending on the scope of work and time constraints, your team can successfully restructure an entire guide in less time than you probably expect.
3. Collaboration between cross-functional teams
It is common for different groups within an organization to work in isolation. Engineering, product, customer support, marketing, and documentation teams may not collaborate on projects as often as they should.
Imagine hosting an event where each team member can use their expertise to improve product documentation. Docathons foster subject matter expert (SME) diversity, real-time collaboration, and communication. They also allow for an inclusive environment where individuals residing in different geographical locations can participate in person or remotely. Your documentation receives the undivided attention of experts with different viewpoints and specializations, minimizing isolated siloes, unconscious bias, and burnout.
Docathon tip: Enable cross-functional teams to come together for a common cause.
The next time your team has a seemingly insurmountable backlog or is tasked with restructuring a huge documentation project, consider hosting a docathon. It's easy, and its productivity may surprise you. For more information on hosting an event like this, read Tiffany Long's excellent 10-step guide to hosting a hackathon.
A marathon for documentation is a great way to produce or improve the docs for your open source project.
In this article, I'll share some background on the conference, why using open source tools to run it was important to us, and the specific tools and configurations our team used to make it all work. I'll also talk about what worked well and what will need improvement at our next summit in 2024.
What is Creative Freedom Summit?
The Creative Freedom Summit was an idea Marie Nordin came up with after reviewing talk submissions for Flock, the annual Fedora users and contributors conference. She received many talk submissions for the August 2022 Flock relating to design and creativity in open source—far more than we could possibly accept. With so many great ideas for open source design-related talks out there, she wondered if there would be space for a separate open source creativity conference focused on creatives who use open source tools to produce their work.
Marie brought this idea to the Fedora Design Team in the fall of 2022, and we started planning the conference, which took place January 17-19, 2023. Since it was our first time running a new conference like this, we decided to start with invited speakers based on some of the Flock submissions and our own personal network of open source creatives. Almost every speaker we asked gave a talk, so we didn't have room to accept submissions. We will need to figure out this next year, so we don't have an open source CFP (Call for Papers) management tool for that to tell you about yet.
Since the initial COVID pandemic lockdowns, Fedora's Flock conference has been run virtually using Hopin, an online conference platform that isn't open source but is friendly to open source tools. Fedora started using it some years ago, and it definitely provides a professional conference feel, with a built-in sponsor booth/expo hall, tracks, hallway chat conversations, and moderation tools. Running the Creative Freedom Summit using Hopin was an option for us because, as a Fedora-sponsored event, we could access Fedora's Hopin setup. Again, Hopin is not open source.
Now, as a long-term (~20 years) open source contributor, I can tell you that this kind of decision is always tough. If your conference focuses on open source, using a proprietary platform to host your event feels a little strange. However, as the scale and complexity of our communities and events have grown, the ability to produce an integrated open source conference system has become more challenging.
There is no right or wrong answer. You have to weigh a lot of things when making this decision:
Budget
People power
Infrastructure
Technical capability
Complexity/formality/culture of the event
We didn't have any budget for this event. We did have a team of volunteers who could put some work hours into it. We had the Fedora Matrix Server as a piece of supported infrastructure we could bring into the mix and access to a hosted WordPress system for the website. Teammate Madeline Peck and I had the technical capability/experience of running the live, weekly Fedora Design Team video calls using PeerTube. We wanted the event to be low-key, single-track, and informal, so we had some tolerance for glitches or rough edges. We also all had a lot of passion for trying an open source stack.
Now you know a little about our considerations when making this decision, which might help when making decisions for your event.
An open source conference stack
Here is how the conference tech stack worked.
Overview
Live components
Livestream: We streamed the stage and the social events to a PeerTube channel. Conference attendees could watch the stream live from our PeerTube channel. PeerTube includes some privacy-minded analytics to track the number of livestream viewers and post-event views.
Live stage + social event room: We had one live stage for speakers and hosts using Jitsi, ensuring only those with permission could be on camera. We had an additional Jitsi meeting room for social events that allowed anyone who wanted to participate in the social event to go on camera.
Backstage: We had a "Backstage" Matrix channel to coordinate with speakers, hosts, and volunteers in one place while the event was going on.
Announcements and Q&A: We managed Q&A and the daily schedule for the conference via a shared Etherpad (which we later moved to Hackmd.io).
Integrated and centralized conference experience: Using Matrix's Element client, we embedded the livestream video and an Etherpad into a public Matrix room for the conference. We used attendance in the channel to monitor overall conference attendance. We had a live chat throughout the conference and took questions from audience members from the chat and the embedded Q&A Etherpad.
Conference website: We had a beautifully-designed website created by Ryan Gorley hosted on WordPress, which had the basic information and links for how to join the conference, the dates/times, and the schedule.
Post-event components
Post-event survey: We used the open source LimeSurvey system to send out a post-event survey to see how things went for attendees. I use some of the data from that survey in this article.
Post-event video editing and captioning: We didn't have a live captioning system for the conference, but as I was able, I typed live notes from talks into the channel, which attendees greatly appreciated. Post-event, we used Kdenlive (one of the tools featured in talks at the event) to edit the videos and generate captions.
Event recordings: PeerTube automagically posts livestream recordings to channels, making nearly instant recordings available for attendees for talks they may have missed.
I'll cover some details next.
Livestream with PeerTube
Image by:
(Máirín Duffy, CC BY-SA 4.0)
We used the LinuxRocks PeerTube platform generously hosted by LinuxRocks.online for the Creative Freedom Summit's livestream. PeerTube is a free and open source decentralized video platform that is also part of the Fediverse.
One of the best features of PeerTube (that other platforms I am aware of don't have) is that after your livestream ends, you get a near-instant replay recording posted to your channel on PeerTube. Users in our chatroom cited this as a major advantage of the platform. If an attendee missed a session they were really interested in, they could watch it within minutes of that talk's end. It took no manual intervention, uploading, or coordination on the part of the volunteer organizing team to make this happen; PeerTube automated it for us.
Here is how livestreaming with PeerTube works: You create a new livestream on your channel, and it gives you a livestreaming URL + a key to authorize streaming to the URL. This URL + key can be reused over and over. We configured it so that the recording would be posted to the channel where we created the livestreaming URL as soon as a livestream ended. Next, copy/paste this into Jitsi when you start the livestream. This means that you don't have to generate a new URL + key for each talk during the conference—the overhead of managing that for organizers would have been pretty significant. Instead, we could reuse the same URL + key shared in a common document among conference organizers (we each had different shifts hosting talks). Anyone on the team with access to that document could start the livestream.
How to generate the livestream URL + key in PeerTube
The following section covers generating the livestream URL + key in PeerTube, step-by-step.
1. Create stream video on PeerTube
Log into PeerTube, and click the Publish button in the upper right corner:
Image by:
(Máirín Duffy, CC BY-SA 4.0)
2. Set options
Click on the Go live tab (fourth from the left) and set the following options:
Channel: (The channel name you want the livestream to publish on)
Privacy: Public
Radio buttons: Normal live
Then, select Go Live. (Don't worry, you won't really be going live quite yet, there is more data to fill in.)
Image by:
(Máirín Duffy, CC BY-SA 4.0)
3. Basic info (don't click update yet)
First, fill out the Basic Info tab, then choose the Advanced Settings tab in the next step. Fill out the name of the livestream, description, add tags, categories, license, etc. Remember to publish after the transcoding checkbox is turned on.
This ensures once your livestream ends, the recording will automatically post to your channel.
4. Advanced settings
You can upload a "standby" image that appears while everyone is watching the stream URL and waiting for things to start.
Image by:
(Máirín Duffy, CC BY-SA 4.0)
This is the standby image we used for the Creative Freedom Summit:
Image by:
(Máirín Duffy, CC BY-SA 4.0)
5. Start livestream on PeerTube
Select the Update button in the lower right corner. The stream will appear like this—it's in a holding pattern until you start streaming from Jitsi:
Image by:
(Máirín Duffy, CC BY-SA 4.0)
6. Copy/paste the livestream URL for Jitsi
This is the final step in PeerTube. Once the livestream is up, click on the … icon under the video and towards the right:
Image by:
(Máirín Duffy, CC BY-SA 4.0)
Select Display live information. You'll get a dialog like this:
Image by:
(Máirín Duffy, CC BY-SA 4.0)
You must copy both the live RTMP URL and the livestream key. Combine them into one URL and then copy/paste that into Jitsi.
The following are examples from my test run of these two text blocks to copy:
Live RTMP Url: rtmp://peertube.linuxrocks.online:1935/live
We used the free and open source hosted Jitsi Meet video conferencing platform for our "live stage." We created a Jitsi meeting room with a custom URL at https://meet.jit.si and only shared this URL with speakers and meeting organizers.
We configured the meeting with a lobby (this feature is available in meeting settings once you join your newly-created meeting room) so speakers could join a few minutes before their talk without fear of interrupting the presentation before theirs. (Our host volunteers let them in when the previous session finished.) Another option is to add a password to the room. We got by just by having a lobby configured. It did seem, upon testing, that the moderation status in the room wasn't persistent. If a moderator left the room, they appeared to lose moderator status and settings, such as the lobby setup. I kept the Jitsi room available and active for the entire conference by leaving it open on my computer. (Your mileage may vary on this aspect.)
Jitsi has a built-in livestreaming option, where you can post a URL to a video service, and it will stream your video to that service. We had confidence in this approach because it is how we host and livestream weekly Fedora Design Team meetings. For the Creative Freedom Summit, we connected our Jitsi Live Stage (for speakers and hosts) to a channel on the Linux Rocks PeerTube.
Jitsi lets speakers share their screens to drive their own slides or live demos.
Livestreaming Jitsi to PeerTube
1. Join the meeting and click the … icon next to the red hangup button at the bottom of the screen.
Image by:
(Máirín Duffy, CC BY-SA 4.0)
2. Select Start live stream from the pop-up menu.
Image by:
(Máirín Duffy, CC BY-SA 4.0)
3. Copy/paste the PeerTube URL + key text
Image by:
(Máirín Duffy, CC BY-SA 4.0)
4. Listen for your Jitsi Robot friend
A feminine voice will come on in a few seconds to tell you, "Live streaming is on." Once she sounds, smile! You're livestreaming.
5. Stop the livestream
This stops the PeerTube URL you set up from working, so repeat these steps to start things back up.
Jitsi tips
Managing Recordings by turning the Jitsi stream on and off
We learned during the conference that it is better to turn the Jitsi stream off between talks so that you will have one raw recording file per talk posted to PeerTube. We let it run as long as it would the first day, so some recordings have multiple presentations in the same video, which made using the instant replay function harder for folks trying to catch up. They needed to seek inside the video to find the talk they wanted to watch or wait for us to post the edited version days or weeks later.
Preventing audio feedback
Another issue we figured out live during the event that didn't crop up during our tests was audio feedback loops. These were entirely my fault (sorry to everyone who attended). I was setting up the Jitsi/PeerTube links, monitoring the streams, and helping host and emcee the event. Even though I knew that once we went live, I needed to mute any PeerTube browser tabs I had open, I either had more PeerTube tabs open than I thought and missed one, or the livestream would autostart in my Element client (which I had available to monitor the chat). I didn't have an easy way to mute Element. In some of the speaker introductions I made, you'll see that I knew I had about 30 seconds before the audio feedback would start, so I gave very rushed/hurried intros.
I think there are simpler ways to avoid this situation:
Try to ensure your host/emcee is not also the person setting up/monitoring the streams and chat. (Not always possible, depending on how many volunteers you have at any given time.)
If possible, monitor the streams on one computer and emcee from another. This way, you have one mute button to hit on the computer you're using for monitoring, and it simplifies your hosting experience on the other.
This is something worth practicing and refining ahead of time.
Backstage: Element
Image by:
(Máirín Duffy, CC BY-SA 4.0)
We set up a "Backstage" invite-only chat room a week or so before the conference started and invited all our speakers to it. This helped us ensure a couple of things:
Our speakers were onboarded to Element/Matrix well before the event's start and had the opportunity to get help signing up if they had any issues (nobody did).
We started a live communication channel with all speakers before the event so that we could send announcements/updates pretty easily.
The channel served as a useful place during the event to coordinate transitions between speakers, give heads up about whether the schedule was running late, and in one instance, quickly reschedule a talk when one of our speakers had an emergency and couldn't make their original scheduled time.
We also set up a room for hosts, but in our case, it was extraneous. We just used the backstage channel to coordinate. We found two channels were easy to monitor, but three were too many to be convenient.
Announcements and Q&A: Etherpad/Hackmd.io
Image by:
(Máirín Duffy, CC BY-SA 4.0)
We set up a pinned widget in our main Element channel with general information about the event, including the daily schedule, code of conduct, etc. We also had a section per talk of the day for attendees to drop questions for Q&A, which the host read out loud for the speaker.
We found over the first day or two that some attendees were having issues with the Etherpad widget not loading, so we switched to an embedded hackmd.io document pinned to the channel as a widget, and that seemed to work a little better. We're not 100% sure what was going on with the widget loading issues, but we were able to post a link to the raw (non-embedded) link in the channel topic, so folks could get around any problems accessing it via the widget.
Integrated and centralized conference experience
Image by:
(Máirín Duffy, CC BY-SA 4.0)
Matrix via Fedora's Element server was the single key place to go to attend the conference. Matrix chat rooms in Element have a widget system that allows you to embed websites into the chat room as part of the experience. That functionality was important for having our Matrix chat room serve as the central place to attend.
We embedded the PeerTube livestream into the channel—you can see it in the screenshot above in the upper left. Once the conference was over, we could share a playlist of the unedited video replays playlist. Now that our volunteer project for editing the videos is complete, the channel has the playlist of edited talks in order.
As discussed in the previous section, we embedded a hackmd.io note in the upper right corner to post the day's schedule, post announcements, and an area for Q&A right in the pad. I had wanted to set up a Matrix bot to handle Q&A, but I struggled to get one running. It might make for a cool project for next year, though.
Conversations during the conference occurred right in the main chat under these widgets.
There are a couple of considerations to make when using a Matrix/Element chat room as the central place for an online conference, such as:
The optimal experience will be in the Element desktop client or a web browser on a desktop system. However, you can view the widgets in the Element mobile client (although some attendees struggled to discover this, the UI is less-than-obvious). Other Matrix clients may not be able to view the widgets.
Attendees can easily DIY their own experience piecemeal if desired. Users not using the Element client to attend the conference reported no issues joining in on the chat and viewing the PeerTube livestream URL directly. We shared the livestream URL and the hackmd URL in the channel topic, making it accessible to folks who preferred not to run Element.
We used the open source survey tool LimeSurvey. We sent it out within a week or two to attendees via the Element Chat channel and our PeerTube video channel to learn more about how we handled the event. The event organizers continue to meet regularly. One topic we focus on during these post-event meetings is developing the questions for the survey in a shared hackmd.io document. The following are some things we learned from the event that might be of interest to you in planning your own open source powered online conference:
By far, most event attendees learned about the event from Mastodon and Twitter (together, covering 70% of respondents).
33% of attendees used the Element desktop app to attend, and 30% used the Element Chat web app. So roughly 63% of attendees used the integrated Matrix/Element experience. The rest watched directly on PeerTube or viewed replays after.
35% of attendees indicated they made connections with other creatives at the event via the chat, so the chat experience is pretty important to events if part of your goal is enabling networking and connections.
Captioning
During the event, we received positive feedback from participants who appreciated when another attendee live-captioned the talk in the chat and wished out loud for live captioning for better accessibility. While the stack outlined here did not include live captioning, there are open source solutions for it. One such tool is Live Captions, and Seth Kenlon covered it in an opensource.com article, Open source video captioning on Linux. While this tool is meant for the attendee consuming the video content locally, we could potentially have a conference host running it and sharing it to the livestream in Jitsi. One way to do this is using the open source broadcasting tool OBS so everyone watching the livestream could benefit from the captions.
When the event was over, we rallied a group of volunteers from the conference Element channel to work together on editing the videos, including title cards and intro/outro music, and general cleanup. Some of our automatic replay recordings were split across two files or combined in one file with multiple other talks and needed to be reassembled or cropped down.
We used a GitLab epic to organize the work, with an FAQ and call for volunteer help organized by skillset, with issues attached for each video needed. We had a series of custom labels we would set on each video so it was clear what state the video was in and what kind of help was needed. All the videos have been edited, and some need content written for their description area on the Creative Freedom Summit channel. Many have auto-generated subtitles that have not been edited for spelling mistakes and other corrections common with auto-generated text.
We passed the videos around—the files could be quite large—by having volunteers download the raw video from the unedited recording on the main PeerTube channel for the Creative Freedom Summit. When they had an edited video ready to share, we had a private PeerTube account where they could upload it. Admins with access to the main channel's account periodically grabbed videos from the private account and uploaded them to the main account. Note that PeerTube doesn't have a system where multiple accounts have access to the same channel, so we had to engage in a bit of password sharing, which can be nerve-wracking. We felt this was a reasonable compromise to limit how many people had the main password but still enable volunteers to submit edited videos without too much hassle.
Ready to give it a try?
I hope this comprehensive description of how we ran the Creative Freedom Summit conference using an open source stack of tools inspires you to try it for your open source event. Let us know how it goes, and feel free to reach out if you have questions or suggestions for improvement! Our channel is at: https://matrix.to/#/#creativefreedom:fedora.im
3 key open source challenges in developing countriesAhmed Sobeh
When I go back home and talk to people in the tech industry, or any other industry for that matter, about what I do and the topics I'm involved in daily, I'm usually met with bemusement at the idea of an Open Source Programs Office (OSPO). The concept of a company contributing to an open source project without obvious immediate financial benefit can be culturally strange to understand or explain.
As someone born and raised in a country that has been trying to develop for quite some time, I understand and relate to that. There was a point in time when my only understanding of open source was that it was software that I could use without paying and without needing to wait for a specific issue or additional feature to be released. I could just do whatever I needed myself, locally.
Open source faces many struggles in developing countries that make how it's perceived and its associations inaccurate and out of touch. I will discuss these struggles in this article.
Open source challenges in developing countries
The challenges that open source faces in these regions can be divided into three main areas:
Society and culture
Resources and infrastructure
Governance
Society and culture
It's no secret that the culture of tech in general, and specifically the open source part of it, feeds off the culture of the society where it exists. That's why, in today's world, open source has a better chance of being sustained and maintained in the more developed parts of the world.
But imagine a perfect society, optimal for open source to grow, be sustained, and maintained. What does the culture of that society look like? What are its main characteristics?
Open and transparent
For open source to thrive, the society's culture must be as open and transparent as possible. Information must be freely and publicly accessible, which is a huge issue in many underdeveloped regions. Information is often red-taped and is unavailable to the average citizen, let alone someone who's trying to contribute to open source.
The word "free" has many different meanings and implications. There's freedom of speech, expression, choice, belief, religion, and many others. The aspect of freedom I'm most concerned with in this context is the ability to start new communities and organizations without a higher authority intervening. That's the essence of open source. Distributed modes of collaboration, in which large groups work together without a strong centralized authority directing them, are highly effective. This is another major challenge in most of these regions. New communities and organizations are often questioned, closely monitored, and unfortunately, in some cases, even prosecuted and eventually shut down for fear of the new ideas that may emerge or other reasons.
Dynamic
A dynamic culture is essential for the growth of open source. A culture that's ready to accept and implement new ideas is the perfect place for open source to grow. Being resistant to change and preferring to stick with traditional approaches can limit society's willingness to adopt new technologies and solutions, which is a major issue in most underdeveloped countries.
The greatest and most common reason behind resistance to change in these regions is the fear of the unknown. It would be unfair to discuss fear of the unknown as a "developing countries" problem. It's a common issue everywhere, even in the developed world. But some reasons behind this fear are specific to underdeveloped regions. The two main reasons are a lack of trust in the competence of the tech industry and a lack of accountability. Businesses and individuals do not trust the capabilities of the software solutions on offer, let alone open source solutions. There's an idea that open source software is unsafe and insecure. This concern is magnified when people do not trust the competence of the software developers. Second, people do not trust the system to hold anyone accountable for any possible mistakes or issues arising from using the software or in legal conflicts.
Resources, infrastructure, and economy
Economic challenges are the most obvious struggle for open source in developing countries, impacting open source developers and communities in these regions.
Access and funds
Open source developers struggle with issues of accessibility in developing countries. Whether it's access to the internet or equipment, it can be difficult to become a regular open source contributor when you struggle to reach resources daily. The digital divide in these regions is huge. There are still many areas without regular, stable, and high-speed internet connections. There's also a market gap between these regions and the rest of the world when it comes to equipment. There's always the challenge of not having enough funds to buy the latest, most powerful machines, but there's also an availability problem. The modern, powerful tech equipment needed to build and run the biggest open source projects isn't always available in these regions.
These concerns make self-education and learning challenging. It's difficult for an open source developer to pick an open source project, learn all about it on their own, and start contributing to it due to these access issues.
And how do you build an open source community under these circumstances? Projects would end up being maintained by the privileged few with access to stable high-speed internet connections and the latest equipment. The rest would be spotty, occasional contributions from others that can hardly be considered a community. And even those would disappear once the chance of paid work appears. I've personally seen it multiple times. Someone would start learning about an open source project to research a specific stack or improve their skills and begin contributing to it. But once the opportunity of paid work appeared, even as a second job, they dropped the open source project completely. It makes sense. Any individual must prioritize a means of survival for themselves and their family.
This lack of resources and dependence on a privileged few would also make it almost impossible to fund marketing campaigns, community-building events, and, last but not least, documentation localization attempts.
English is the language of the internet, but not for many these countries. While almost all developers speak English at a basic level, not everyone has the ability to comprehend and understand documentation, architecture resources, and technical specifications to the level that enables them to meaningfully contribute to an open source project. The non-existence of adapted documentation makes it difficult for developers in developing countries to find an entry point into open source projects. The time and resources required to do that usually discourage potential contributors from these regions.
Almost all software employee contracts are designed to monetize every single line of code, contribution, or thought the developer might have. Any participation in external projects can be a cause for questioning by the employing company, which all too often discourages developers from contributing to open source to avoid legal issues. Laws favor corporations and organizations and prevent software developers from making external contributions.
Intellectual property laws
Legal frameworks in developing countries are often ill-equipped to handle the nuances of intellectual property rights and open source licensing. Intellectual property laws in developing countries may be weaker or less comprehensive than those in developed countries, and enforcement may be less effective. This can make it difficult for creators and contributors to protect their work and prevent others from using it without permission.
In addition, open source licensing can be complex. Many developing countries may not have the legal expertise or resources to navigate these licenses effectively. This can make it tough for developers to contribute to open source projects without inadvertently violating the terms of the license.
Another issue is that intellectual property laws and open source licensing are sometimes seen as hindrances to innovation and development in developing countries. Critics argue that these laws and licenses can stifle creativity and prevent the spread of knowledge and technology, particularly in areas where access to resources and technology is limited.
Overall, the challenges surrounding intellectual property laws and open source contributions in developing countries are complex and multifaceted, requiring a nuanced approach that accounts for the unique circumstances and challenges these countries face.
Proprietary software deals
Tech giants based in the US and Europe enter into billion-dollar, decades-long deals with governments in developing regions to supply them with software. On the off chance that someone gets elected into a position and decides to start an initiative to adopt open source software, they find that getting out of these deals would cost a fortune.
Open isn't always easy
These are just some of the struggles open source faces in developing countries. There's much to be done to improve the situation and make adopting and growing open source feasible. In future articles, I will delve into specific solutions, but for now, I'll note that, as with everything, it starts with the individual. As we each "crowdsource" an open culture, the culture of the regions where we live and work changes. Bring open source to your community in whatever small way you can, and see where it leads.
Open source faces many struggles in developing countries that make how it's perceived and its associations inaccurate and out of touch.
Image by:
Jason Baker. CC BY-SA 4.0. Source: Cloud, Globe. Both CC0.
If you don't include tests in your Drupal development, chances are it's because you think it adds complexity and expense without benefit. Cypress is an open source tool with many benefits:
Reliably tests anything that runs in a web browser
Works on any web platform (it's great for testing projects using front-end technologies like React)
Highly extensible
Increasingly popular
Easy to learn and implement
Protects against regression as your projects become more complex
Can make your development process more efficient
This article covers three topics to help you start testing your Drupal project using Cypress:
For the purposes of this tutorial I'm assuming that you have built a local dev environment for your Drupal project using the `drupal/recommended-project` project. Although details on creating such a project are outside of the scope of this piece, I recommend Getting Started with Lando and Drupal 9.
Initialize your project using the command npm init. Answer the questions that Node.js asks you, and then you will have a package.json file that looks something like this:
{
"name": "cypress",
"version": "1.0.0",
"description": "Installs Cypress in a test project.",
"main": "index.js",
"scripts": {
"test": "echo \"Error: no test specified\" && exit 1"
},
"author": "",
"license": "ISC"
}
Install Cypress in your project:
$ npm install cypress --save-dev
Run Cypress for the first time:
$ npx cypress open
Because you haven't added a config or any scaffolding files to Cypress, the Cypress app displays the welcome screen to help you configure the project. To configure your project for E2E (end-to-end) testing, click the Not Configured button for E2E Testing. Cypress adds some files to your project:
Click Continue and choose your preferred browser for testing. Click Start E2E Testing in [your browser of choice]. I'm using a Chromium-based browser for this article.
In a separate window, a browser opens to the Create your first spec page:
Image by:
(Jordan Graham, CC BY-SA 4.0)
Click on the Scaffold example specs button to create a couple of new folders with example specs to help you understand how to use Cypress. Read through these in your code editor, and you'll likely find the language (based on JavaScript) intuitive and easy to follow.
Click on any in the test browser. This reveals two panels. On the left, a text panel shows each step in the active spec. On the right, a simulated browser window shows the actual user experience as Cypress steps through the spec.
Open the cypress.config.js file in your project root and change it as follows:
When you click on test.cy.js in the Cypress application, watch each test description on the left as Cypress performs the steps in each describe() section.
This spec demonstrates how to tell Cypress to navigate your website, access HTML elements by ID, enter content into input elements, and submit the form. This process is how I discovered that I needed to add the assertion that the <input id="edit-submit"> element contains the text Log in before the input was clickable. Apparently, the flex styling of the submit input impeded Cypress' ability to "see" the input, so it couldn't click on it. Testing really works!
Customize Cypress for Drupal
You can write your own custom Cypress commands, too. Remember the supportFile entry in the cypress.config.js file? It points to a file that Cypress added, which in turn imports the ./commands files. Incidentally, Cypress is so clever that when importing logic or data fixtures, you don't need to specify the file extension, so you import ./commands, not ./commands.js. Cypress looks for any of a dozen or so popular file extensions and understands how to recognize and parse each of them.
Enter commands into commands.js to define them:
/**
* Logs out the user.
*/
Cypress.Commands.add('drupalLogout', () => {
cy.visit('/user/logout');
})
/**
* Basic user login command. Requires valid username and password.
*
* @param {string} username
* The username with which to log in.
* @param {string} password
* The password for the user's account.
*/
Cypress.Commands.add('loginAs', (username, password) => {
cy.drupalLogout();
cy.visit('/user/login');
cy.get('#edit-name')
.type(username);
cy.get('#edit-pass').type(password, {
log: false,
});
cy.get('#edit-submit').contains('Log in').click();
});
This example defines a custom Cypress command called drupalLogout(), which you can use in any subsequent logic, even other custom commands. To log a user out, call cy.drupalLogout(). This is the first event in the custom command loginAs to ensure that Cypress is logged out before attempting to log in as a specific user.
Using environment variables, you can even create a Cypress command called drush(), which you can use to execute Drush commands in your tests or custom commands. Look at how simple this makes it to define a custom Cypress command that logs a user in using their UID:
/**
* Logs a user in by their uid via drush uli.
*/
Cypress.Commands.add('loginUserByUid', (uid) => {
cy.drush('user-login', [], { uid, uri: Cypress.env('baseUrl') })
.its('stdout')
.then(function (url) {
cy.visit(url);
});
});
This example uses the drush user-login command (drush uli for short) and takes the authenticated user to the site's base URL.
Consider the security benefit of never reading or storing user passwords in your testing. Personally, I find it amazing that a front-end technology like Cypress can execute Drush commands, which I've always thought of as being very much on the back end.
Testing, testing
There's a lot more to Cypress, like fixtures (files that hold test data) and various tricks for navigating the sometimes complex data structures that produce a website's user interface. For a look into what's possible, watch the Cypress Testing for Drupal Websites webinar, particularly the section on fixtures that begins at 18:33. That webinar goes into greater detail about some interesting use cases, including an Ajax-enabled form. Once you start using it, feel free to use or fork Aten's public repository of Cypress Testing for Drupal.
Happy testing!
This article originally appeared on the Aten blog and is republished with permission.
Testing makes everything better. Learn how to use Cypress for your Drupal website.
5 open ways to help UX designers and developers collaborate betterkriker
Ideally, designers have a good relationship with their product team and users. However, the relationship between designers and developers is more difficult to build and maintain. The lack of a close relationship makes it difficult to solve problems or improve.
In my experience, the open source Open Decision Framework can overcome many of these obstacles.
The Open Decision Framework asserts that open decision-making is transparent, inclusive, and customer-centric. It involves clearly sharing problems, requirements, and constraints with affected parties. It enables collaboration with multiple stakeholders to secure diverse opinions and comprehensive feedback. Most importantly, it manages relationships and expectations across competing needs and priorities.
These principles probably resonate with anyone involved in the many decisions around designing a product, feature, or service. For a designer, developers are key stakeholders in making the best design decisions. If you're a designer, it's time to embrace the opportunity to get diverse opinions.
The backend and the user experience
Developers are key stakeholders because a user's product or service experience is more than just the pixels on the screen or the workflow designs. It encompasses the service's performance, the speediness of API calls, the way user data is treated, and even the design of the data for scalability. When they're considered full stakeholders in the design, developers can contribute their expertise on the backend and architecture of services to assist the overall design of the experience.
A user experience (UX) designer is a stakeholder for the items the dev team is responsible for. A performance deficit, or the effects of an architecture on what data is available, can hinder the user experience. An open, collaborative relationship between dev and design allows for trust and transparency in all areas.
An open and transparent relationship between developers and design is not as common as it should be. This way of working may be new to both sides. Here are my top five tips for making collaboration a success:
Set up a recurring time to collaborate: Establish a recurring time for design and development to meet between once a week and once a month. The invitation should at least include UX, lead engineering, and quality engineering. Ideally, all developers on the team should be invited to attend as schedules permit.
Make sharing the main agenda: UX should share the current use cases and features they are working on, along with any relevant user research data. UX designers should demonstrate workflow designs, wireframes, and high-fidelity mockups to the development team. Development should share any design decisions made on their side that may affect how the user experience works.
Encourage questions: Collaboration is the ideal scenario. Encourage all attendees to ask questions and give feedback. Answers to questions and responses to feedback are opportunities to discuss design and direction, as well as a chance to learn from one another.
Embrace a learning mindset: Avoid lecturing or "telling." Instead, aim to learn from each other. Use mutual expertise to design and build a great experience for users and customers. Ask for explanations of unfamiliar technology or concepts.
Consider formal learning: A collaborative relationship can be easier when groups speak the same language. Consider formal learning paths, such as:
Designers: A coding foundations course, such as the open source Odin Project, can be helpful for learning the fundamentals of how a service is constructed and built.
Developers: An understanding of UX principles can help guide questions and feedback. You can find a good overview at UX design principles or in various books and articles.
An example of open collaboration
In an early design review with a developer on my team, I showed a specific interaction for displaying more data about an object. I communicated the user's need and demonstrated the interaction when the developer asked, "Does it need to be done in exactly this way?"
He mentioned that with a few minor design changes, the effort to develop it would be significantly lower. We agreed that the changes would not negatively affect the user experience, and the user would still be able to achieve their goals.
This feedback saved the development team time, leaving more opportunity to address bugs, build additional features, and preserve a healthy work-life balance. The user experience remained strong, and the team was even stronger. This result would not have been possible without the early feedback from a developer with whom I had a strong working relationship.
Your next steps
Creating an experience is a series of decisions made by a collaborative team. Product, design, and development need to work together as experts in their respective fields and stakeholders in the others. I encourage you to engage development and design for more collaborative feedback and work together to create the best product with the best user experience.
Designing with open decisions can help increase collaboration between user experience and dev teams.
I use GNOME as my primary desktop environment on my Linux PC at home. GNOME gives me an easy-to-use graphical desktop that provides the flexibility I need yet doesn't get in my way when I focus on my work.
GNOME recently released GNOME 44 with a bunch of new features. I reached out to the GNOME team to ask about the latest version and what was in it. Here's what team members Caroline Henriksen (brand manager), Matthias Clasen (GNOME developer and release team member), and Allan Day (design team) had to share.
New GNOME features
Jim Hall: What are some of the new and updated features in GNOME 44 that you're most excited about?
GNOME Team: I am very excited to see how fresh and modern our user interfaces look. Not just in the core apps like Files (the file manager, Nautilus) but also in our Settings, which have seen a lot of work in the last cycle—many Settings panels have been improved. If you have a chance, you should try the new Mouse & Touchpad panel and enjoy the animated illustrations.
There's a lot to like in GNOME 44. For example, I think that a lot of people are going to be really happy about the new grid view in the file chooser, as well as being able to easily connect devices from the new Bluetooth menu in the quick settings.
Jim: The release notes mention GNOME Circle and that a few new apps have been added. What is GNOME Circle?
Team: GNOME Circle is a collection of fantastic apps that use the GNOME platform. It's GNOME's way of promoting the best apps that use our technologies and supporting app developers.
To be included in GNOME Circle, an app has to meet a set of requirements. Once it does, the developers get things like extra publicity and GNOME Foundation membership. That, in turn, gives them access to additional infrastructure and travel sponsorship. More information and how to apply can be found on the GNOME Circle page.
We're thrilled with how successful GNOME Circle has been. It contains more than 50 apps now! I particularly like that not all of these apps revolve around computing. You can find apps like a health tracker, a metronome, or a chess clock.
Jim: GNOME is the standard desktop in several Linux distributions. Where can we expect to see GNOME 44?
Team: The upcoming Fedora 38 release will include GNOME 44 and should be out sometime in April, as will Ubuntu 23.04. And GNOME 44 builds have already landed in openSUSE's Tumbleweed and MicroOS, to name just a few of the major distros.
Jim: The release name for GNOME 44 is Kuala Lumpur. Where does this name come from?
Team: GNOME has two major yearly conferences, GUADEC in the middle of the year (the next conference will take place in Latvia in July 2023) and GNOME Asia towards the end of the year. We are very thankful to the local team in Malaysia who welcomed us for GNOME Asia 2022 in Kuala Lumpur.
Organizing these events takes a lot of effort and commitment from the GNOME staff and the local teams. As a small sign of our appreciation, GNOME releases are named after the location of the most recent conference. This naming scheme was introduced a number of years ago. GNOME 3.18, Gothenburg, was the first.
Jim: GNOME has a strong user community with active members. How does GNOME keep the community so engaged?
Team: GNOME has always been a community-driven project with a strong sense of collaboration and inclusivity. That's part of what makes being a GNOME contributor and user so rewarding. Being a member of the GNOME community means that you get to interact with people from all over the world to work on common goals and exchange ideas. It is an enriching and inspiring experience, and I think that is what helps keep our community excited and engaged.
One important aspect of fostering that engagement is meeting our community where they're at and making our events more accessible to people from all over the world. For example, our flagship conference, GUADEC, was hosted in Guadalajara, Mexico, last year. This was the first time GUADEC happened outside of Europe, and this helped make it easier for GNOME users and contributors in Latin America to attend.
We also make an effort to meet our community members not just online and at our own conferences but at other events such as Linux Application Summit, FOSDEM, or SCaLE. If you see a GNOME booth at any of these events, please stop by and say hi. You'll often find developers, designers, foundation staff, and board members all happy to chat and answer questions.
Get involved with GNOME
Jim: How can folks get started with writing their own apps for GNOME? If I wanted to learn how to write my first "hello world" app for GNOME, is there a tutorial I can follow?
Team: The Get started developing for GNOME site includes a collection of tutorials, including a guide on quickly creating your first app. With new technologies like Flatpak and GNOME Builder, it's amazing just how easy it is to create your own app nowadays. Fire up Builder, click "new project," fill in some details, and you'll have your own running GNOME app. It really is that easy.
Jim: What are some ways that people can contribute?
Team: If someone is interested in GNOME and is motivated to get involved, there are definitely things they can do to help. Participating in discussions on our Discourse instance or reporting issues is a great place to start if you're a beginner. There are also lots of non-technical jobs that need doing, like helping with our documentation, translating GNOME into different languages, or even helping organize our annual conferences. A lot of these activities have friendly teams working on them who will help you to get started.
Alternatively, if you have coding experience, you can browse our "newcomer" tickets for tasks that might interest you.
Another way to contribute is through donating to GNOME. As an open source project and a non-profit foundation, regular donations help us continue to build up GNOME, provide necessary infrastructure, and power new initiatives.
The GNOME Linux desktop's latest release is now available. Find out about the new and improved Bluetooth, user interface, apps, and other features in GNOME 44.
Image by:
Gunnar Wortmann via Pixabay. Modified by Opensource.com. CC BY-SA 4.0.
Darktable is slowly converging to a scene-referred RGB workflow. Why is that? What does it involve? How does the use of darktable change? Answers here…
This article begins with a 3 section introduction of the Lab space. You don’t need to understand it in detail in order to understand what happens next.
What is Lab?
The color space CIE Lab was published in 1976 by the International Commission on Illumination (CIE), in an attempt to mathematically describe the color perception of the average human being. Lab space aims to decouple the brightness information (L channel) from the chroma information (channels a and b) and takes into account the non-linear corrections that the human brain makes to the linear signal it receives from the retina. Lab space is derived from CIE XYZ space, which represents the physiological response of 3 of the 4 types of photo-sensitive cells in the retina (the cones).
The XYZ space represents what happens in the retina, and Lab represents what subsequently happens in the brain, but both color spaces are
models,
that is, attempts to describe reality and not the reality itself. There are always discrepancies between a model and reality, but these models are refined and improved as research progresses. Moreover, a model often represents reality only under certain conditions and assumptions, which define the area of validity of each model.
Regarding their respective areas of validity, XYZ works well almost all the time, Lab only works as long as the image has a contrast less than 100:1 (i.e. a maximum dynamic range of 6.5 EV). In the context of the creation of the Lab model in 1976, researchers were working with scanned negatives, and color negatives have a dynamic range of 6 to 7 EV. 6.5 EV is also the static contrast of the retina, and it was a little after 1976 that we realized that the brain was constantly performing HDR fusion of several images per second, meaning that static contrast as a model parameter doesn’t make much sense in the context of human vision.
What is CIE Lab for? It is intended to predict the perceptual difference between 2 colors (the delta E) and to make gamut adaptations when converting an image from one color space to another. One can then try to remap the gamut to the closest color in the target color space via strategies that minimize the delta E digitally.
The big disadvantages of Lab are:
It doesn’t work well for strong contrast (> 7 EV), and especially outside the range [1:100] Cd/m²,
It is not linear in hue, i.e. if one fixes a pixel’s a and b chromaticity components and changes only its brightness L, the same hue would be expected at a different brightness (this was the design purpose of the Lab space), however there is a slight shift in the hue, more or less marked depending on the original color of the pixel.
What is Lab doing in darktable?
The original idea was to allow separate manipulation of the brightness and chromaticity. In 2009, the year of the project’s creation, cameras had dynamic ranges quite close to Lab’s valid range; the idea was far from bad at the time, especially because darktable did not have a complex masking option then.
Advantages:
Lab, being a reference space and therefore independent of the display color, makes presets very easy to set up and transfer,
Lab sets the middle gray (18%) to 50%, so the interface is more intuitive (the middle gray is in the middle of the graph of the tones, for example).
Problems:
Today’s cameras have dynamic ranges that are largely outside of the conditions under which Lab is valid, which makes the defects of this space more apparent. With dynamic ranges from 10 to 14 EV at 100 ISO, any recent camera does HDR by default, and Lab is not designed to handle that much dynamic range
Pushing pixels in Lab space is very risky, especially when tackling compositing and image fusion with softened and feathered masks. We’ll get back to that, but it has to do with the next problem…
Lab is not adapted to physically realistic corrections, such as blurring, deblurring, denoising, and any filter that simulates or corrects for an optical effect.
In brief, Lab was a youthful mistake. That said, all other photo processing pieces of software seem to work by default in non-linear RGB spaces (with a “gamma” applied at the beginning of the pipe) that are basically equivalent (regarding their flaws and drawbacks for image filters).
How does Lab work?
Everything (e.g. the camera sensor) starts from a linear RGB space. We convert linear RGB to XYZ. For the purposes of the demonstration, we can consider the XYZ space as a special RGB space whose primary colors have been slightly manipulated (that’s not the case, but it behaves the same way). XYZ is also a linear space.
We then switch from XYZ to Lab by applying a “gamma correction” on the luminance channel (from Y to L), and a rotation on the channels a and b. Mathematically, Lab is like applying 2.44 gamma to linear RGB – it poses the same practical problem: it’s highly non-linear.
Summary
Lab doesn’t work for high-contrast images and doesn’t work well for images with moderate contrast. It encodes pixel values in a perceptual manner rather than physical one, which will pose a problem in the following. Lab was not designed for image processing, but only as a way to study human vision.
Precision: I have used the term “gamma” or “gamma correction” incorrectly here. Strictly, a gamma function is the specific (technical) electrico-optical transfer function (EOTF) of old-school CRT screens, which is a power function with an exponent between 1.8 and 2.2. Nowadays, people incorrectly name “gamma” any power function used for technical integers encoding or artistic lightness adjustments, which is confusing. Any encoding transfer function (using a power function or not) should be called OETF (Opto Electrical Transfer Function), and is used only to alleviate the limits of 8 bits integer file formats. Any artistic power-like brightness corrections should be called a tone curve. Even if the operation is the same, it does not have the same meaning and should not be applied at the same place in the graphics pipe. But ICC nomenclature continues to call “gamma” the exponent used to encode/decode RGB pixels when using integer file formats, so here we are, mixing unrelated concepts under an umbrella name just because the maths write the same. But, when communicating with people out of the industry, it’s often easier to use the incorrect name so that everyone sort-of understands, even if it carries on the confusion.
By the way, power-like OETF are completely unnecessary as long as you use floating point arithmetic and files format (32 bits TIFF, PFM, OpenEXR…).
The limits of non-linear spaces in image processing
First of all, what do we mean by “linear”? If y is linear with respect to x, it means there’s a relationship between x and y in the form y= a . x + b, where a and b are real constants. Linear means proportional to something plus or minus a constant.
So, when we talk about linear RGB space, we mean that the RGB values are proportional to something. But proportional to what?
The sensor counts the number of photons it receives at each photosite. Every pixel contains information on the light spectrum captured at its position, in the form of 3 intensities (red, green, blue). The coefficient of proportionality a between the number of photons and the final RGB value is the ISO sensitivity of the sensor. The constant b is the sensor noise threshold. The RGB signal is proportional to the energy of the light emission picked up by the camera sensor.
From the point of view of human perception, these intensities being proportional to the physical energy level of the light emission, does not make sense. In fact, the brain applies a non-linear, logarithmic correction that the Lab color space approximates using a cubic root. This means that we have an increased sensitivity to dim light, and reduced sensitivity to bright light.
However, all optical operations that are performed during image capture (e.g. lens blur, noise creation, or the effect of a color filter added to the lens) are applied directly to the photons. To reverse the lens blur or to simulate it when processing, we need to work on the linear RGB information, which is the closest thing to the photon data that is available to us.
Lens blur applied in sRGB
Lens blur applied in linear RGB then encoded in sRGB
Original photo: Hanny Naibaho
Observe in particular how the dark silhouettes (bottom left) merge into the light background, or the contrast of the pentagons formed by the lens diaphragm on spotlights.
Another example, with a simple blur on smooth surfaces: Which of these gradations seems to you to be the most progressive?
Left: Linear RGB blurring sRGB encoding; Right: sRGB encoding, then blurring
These two examples were generated with Krita, which allows you to work in both linear and non-linear RGB, and has filter layers including a physically realistic lens blur.
This type of problem will occur the same way in darktable, as soon as you use the modules sharpen,high-pass,low-pass, and feathering/smoothing of drawn and/or parametric masks (which are blurs).
Blurring, deblurring, or anything else connected to optics must take place in linear RGB. There’s no mathematical model* that allows correct gradients in RGB encoded for display (with an OETF) or in Lab, due to loss of connection between pixel values and light energy.
* and just because the problems aren’t visible all the time doesn’t mean the problems aren’t always there. We can, up to a certain point, hide them with mathematical trickery (thresholds, opacity, etc.), but they will always end up coming out at the worst time. Trust me, I know exactly where to push to make it break.
This is also the problem that arises with hue zones blending in the color zones module (even if a tweak, introduced under the “smooth” process mode, attempts to hide this under the rug), which produces granular and sharp transitions.
The only darktable module that works in Lab to make a blur, and where it still works reasonably, is the local laplacian mode of the local contrast module. The price we pay for it to work is that it’s very computationally heavy and theory is like rocket science. And, even if the blur is stable, it comes with an ungracious desaturation with a hue shift to muddy grey-blue when you push the sliders a little too hard.
The benefits of a linear RGB treatment
So here’s where you say “as long as I’m not blurring my images or working only on color, I can still use Lab”.
That’s partly true, but in fact, even in those cases, working in linear RGB is simpler, with faster algorithms that can tolerate more extreme adjustments without showing annoying side-effects. Also, once again, Lab can’t support high dynamic ranges, so care must be taken to use the Lab modules after HDR tone mapping.
Strictly speaking, the only application where Lab is required is the gamut mapping, when changing color space before sending the image to a file or to the screen. And even then, since 1976, better spaces have been developed (IPT-HDR, JzAzBz) for this purpose, in HDR and with an almost perfect linearity of hues.
The current state of darktable
With the release of darktable 3.0, the default pipeline (i.e. the basic module order) has been reordered around filmic RGB. There are 4 essential steps in this pipe:
the demosaic module, which converts the raw file (which only contains the intensity of a single layer, R, G or B at each pixel site) to a picture (with complete RGB data for each pixel location),
the input color profile module, which converts the sensor’s RGB space to a standard working color space,
the filmic RGB (or the base curve) module, which translates between linear space (proportional to light energy) into non-linear (perceptually compressed) space,
the output color profile module, which converts from the standard working space to the RGB space of the screen or the image file.
Note that the base curve approach remains the one applied by default because it allows darktable to more-or-less approximate the rendering of the camera JPEG as soon as the software is opened, which seems to be the preference of many users. Nevertheless, as part of darktable 3.0, the base curve was pushed back in the pixel pipe by default, to just before the filmic RGB module, which makes it safe for the colors produced by the modules that are applied earlier. The base curve module also was provided with a color preservation mode, which produces results similar to filmic RGB. Between base curve and filmic RGB,for darktable 3.0, the difference is now only about ergonomics and on the ability to recover very low light. filmic RGB is a little more complex to understand but faster to set up (once properly understood), and is more powerful when working in deep shadows.
Modules that work in linear RGB and output in linear (thus leaving the pipeline linear after them) are:
exposure
white balance
channel mixer
tone equalizer (which is linear in parts).
The advantage of performing linear operations is that they do not affect
the chrominance of the image (because changing the luminosity leaves the
chrominance intact) and preserve the energy proportionality of the
signal. These modules must be positioned before filmic RGB or the base curve. Exposure and tone equalizer are recommended prior to
the input color profile. They can be used safely and without moderation. Note that there is a catch here on the tone equalizer,
which preserves local linearity (within the image areas),
but not the overall linearity (between zones). It corresponds to what
would happen if we walked onto the scene with a flashlight, and hand reilluminated the objects in the scene, so we still keep
the physical coherence of the signal.
Modules that work in linear RGB and carry out non-linear, but chrominance-preserving operations, (provided that the chroma preservation mode is activated) are:
RGB curves
RGB levels
The chrominance is preserved via methods that constrain the RGB ratios in and out of the module, so as to keep them identical. Note that RGB curves and RGB levels can be moved before or after filmic RGB depending on the intention, since they’re doing non-linear operations anyway. On the other hand, be careful not to use the mask feathering on modules that come later, as linearity is no longer assured and mask blurring + blending could produce unpleasant results.
Modules that work in linear RGB and carry out non-linear operations without preserving the chrominance are:
local tone mapping (we’ll get back to that)
color balance
LUT 3D
Color balance is designed to be applied to linear RGB data
that hasn’t been corrected for contrast, i.e. before filmic RGB, tone curves etc. It does not preserve the chrominance because its explicit purpose
is to adjust chrominance creatively. Similarly for LUT 3D, for which
the main goal is to emulate analog film emulsions or complex aesthetic transforms.
I remind readers here that filmic RGB is a dynamic range compressor,
from the high dynamic range of the camera to the low dynamic range of the screen. It is not a tone curve intended to apply an artistic correction, but a mapping of tones to force fit the sensor data into the
the available screen space. filmic RGB tries to protect the details as much as possible (which we assume a priori are in the middle tones) and
to keep a certain optical readability in the image.
Before filmic RGB, in the linear pipe, we still find some
modules that work in Lab but perform linear operations
that should (strictly speaking) be realized in linear RGB:
contrast equalizer
high pass
low pass
sharpen
denoise (non-local means)
These modules need to be adapted in the future to be able to work on a linear Yxy space (derived from CIE XYZ) because it is a mistake to make them work in Lab (at least, as a default). It’s a relatively easy job to do,
because Yxy breaks down the luminance (Y channel) and chrominance
(channels x and y) with a logic similar to Lab, minus the
non-linear transformation. In the meantime, you can continue to
use them, but with moderation. For the contrast equalizer,
note that it uses an edge-sensitive wavelet separation,
which makes it quite cumbersome to execute, but very effective at preventing
halos, even considering that it works in Lab.
After filmic RGB, in the non-linear pipe, are all the
other Lab modules, since they require low dynamic range. Some of these modules could also be converted to xyY and moved before filmic RGB in the future (in particular the soften, grain and fill light modules). Also note that the
vignette module was left at the end of the pipe, as before, even though it works in RGB. It’s likely it’ll be better off before
filmic RGB, or even before the input profile, but its code is
surprisingly complex for what it does, and I haven’t had the time
to unravel the imbroglio in order to understand what its working hypotheses are.
Modules not recommended
A number of modules are not recommended due to fundamental errors in
design (based on my personal opinion, which is based on my
practical and theoretical experience in image retouching), and in the
spirit of streamlining the workflow with a minimum number of steps. There is nothing stopping you from continuing to use them, especially since users regularly introduce me to new use cases that I hadn’t thought of. But the idea here is to give you the keys to the best possible result as quickly as possible with as little fuss as possible.
Local Tone Mapping
Local tone mapping internally encodes RGB values logarithmically (they are then decoded at the output, so no problem at
at this level), then applies a bilateral blur to these logarithmic values. As we saw above, theory is clear: a blur, on anything non-linear, produces halos and fringes. And as promised, the default setting range of this module is much reduced, so that users have become accustomed to
merging the output of the module with low opacity –
this is only hiding the misery.
Prefer the tone equalizer.
Global Tone Mapping
This module works in Lab color space to perform HDR compression, and if
you have followed my explanations, you will understand that this is a
contradiction in terms. In addition – and this is important – the
white value is adjusted automatically from the maximum in
the image, so the overall brightness of the image may change depending on
the size of the export, due to the smoothing effect of the setting to
scale (interpolation). To be expected: a lighter or darker JPEG
than the preview in the darkroom.
Prefer filmic RGB.
Shadows and highlights
Similarly, this module works in Lab color space to perform HDR compression and uses a Gaussian or bilateral blur to isolate highlights and shadows. In practice, it gives halos quickly as soon as you push the parameters (even if the bilateral blurring lessens the problems a little), and it even tends to add local contrast (as a secondary effect) in the highlights, giving clouds a very HDR look. In the shadows, used a little hard, colors turn blue-grey. In practice, it does not work, except for minor corrections.
Prefer the tone equalizer.
Low-pass filter
The low-pass filter is actually a simple blur. A lot of people
use it to invert the contrast, and then blend it with
overlay or soft/hard/linear light, to compress the
dynamic range. This is in fact exactly what the shadows and highlights module already does in fewer steps for the user. As
mentioned above, the low-pass module works in Lab color space, so for the
blur… Expect the worst.
Prefer the contrast equalizer for blur, or the tone equalizer
for local dynamic range compression
High-pass filter
A lot of people use the high-pass module by blending it with
overlay or soft/hard/linear light, for adding
sharpness. This is in fact exactly what the sharpen module already does. The high pass is achieved by subtracting between a blur
(low-pass) and the original image, so we have the same problem as for the
low-pass because it’s still working in Lab.
Prefer the contrast equalizer for fine sharpness, or the local contrast
for the general sharpness.
Sharpen
The sharpen module was originally intended for
sensors with an optical low-pass filter as well as the
smoothing due to demosaicing in some cases. First, as this
module works in Lab, you need to avoid pushing it so much that it produces halos. Second, the internal sharpening method
(using unsharp mask) is rather archaic and
quickly artificial, even in RGB mode. Thirdly, in view of
the sharpness of modern optics, given that many sensors no longer have low-pass filters, and that most of the photos will be exported
at a reduction ratio of at least 8:1 (24 Mpx sensors to 3 Mpx
screen), pixel-level sharpness enhancement has become
practically useless. Generally speaking, the digital photographer of the 21st century would benefit from calming down with the crisp sharpness -
it would be good for everyone.
Prefer to the contrast equalizer to deflect the optics via the
presets provided, or the local contrast for general sharpness.
Monochrome
The monochrome module works in Lab, which it uses to define a
weighted contribution of certain colours to the density of the black, in order to convert color into shades of gray. The problem is
that the interface is quite sensitive to the settings, and a small
correction can produce large changes and break the
overall contrast in a rather ungraceful way. In practice, getting a predictable result
is quite difficult and this module often results in a lot of
tedious micro-adjustment sessions.
The idea of a weighted contribution of colors to the density of black
comes from silver film, which behaves exactly the same way as this. But, as you saw coming, film doesn’t work in Lab and is not perceptually realistic. This idea is taken up in a physically realistic way in the channel mixer module, where several emulsion presets of commercial silver film are offered to create a grey channel. Note that, in order for the coefficients to be accurate, the colour space of the operating mode (in the module input profile) must be set to REC 709 linear, otherwise the settings will have to be adjusted.
For a black and white treatment that is based on human perceptual luminance
(linear), simply lower the input or output saturation to 0% in the color balance module (right-click on the slider and enter 0
on the keypad – the setting is only up to 50% by default in
the interface).
Prefer the channel mixer for a silver approach or the color balance for a perceptual approach.
Fill light/Bloom/Zone System
These three modules aim to re-illuminate a part of the image, and attempt
to dilute the correction in intensity and in space by blurring
in the picture. But since they’re working in the Lab color space …I won’t say it again… The results are just bad all the time, except
with very soft settings, in which case you didn’t’ really need those modules in the first place.
Prefer the exposure module with masks, or the tone equalizer
Color Correction
Every photograph has at least two sources of light: a
direct source (lamp, sun, candle) and a reflected source (walls,
clouds, floors, ceiling). It often happens that the white balance of
these two sources does not coincide. In practice, human vision has ways to correct for this this, but not the camera. So it requires a separate white balance correction for the highlights
(which generally receive direct light) and the shadows (which usually receive reflected light).
This is what the color correction module offers you, again in Lab color space, and with mixed and unnatural results as soon as you push the adjustment. When you think about it carefully, the white balance can be reduced to discussions of light spectrum, and the correction is simpler in RGB, especially to manage progressively of correction.
The color balance module allows you to adjust this
quickly, and not just for the shadows and the highlights, but
also for midtones. Using the color-pickers, to the right of the
tint sliders, it also allows you to go directly to sample
neutral tones in the image (for black, gray and white) and
let the software calculate the complementary color. See the manual
for more details.
Prefer color balance.
Velvia
Velvia works in RGB and works on a logic quite similar to the
color balance saturation. On the surface, it smells good. Except
that in fact, its colorimetric equation is not perceptually
correct. What it’s doing is changing the saturation
(which is its intention), but at the same time it also changes the hue and brightness (which
becomes awkward). The problem is that it seems to have been optimized for non-linear RGB. As a result, it is the kind of module that is typically unpredictable.
Prefer color balance.
Levels/RGB Levels
These two are working as they should, no problem with that. But
when you look at the code, you can see that it duplicates exactly the
slope/offset/power mode of the color balance module. The white point is scaled by a simple exposure correction, such as the
slope factor or even the exposure of the exposure module. The
black point is adjusted by adding a constant, such as the factor of
the offset, or the black level correction of the exposure module. The
grey point is adjusted by a power function (sometimes improperly called
gamma), just like the power factor of the color balance.
They are not just the same features, they are exactly the same
math. The difference is therefore not only in ergonomics, but
also in the fact that the color balance gives you the numerical value
settings, making them more easily transferable from one image to another or from one application to another.
Curves and levels also assume you work SDR images, with data encoded between 0 and 1. If you work HDR
pictures or raised the exposure quite a lot earlier in the pipe, the pixel values will not be clipped, but the GUI
will not give you control over the pixels above 1 (or 100 %).
If you already use the color balance, there is no need to add an additional level module. Finish your retouching in the same module.
Curves/RGB Curves
These also work well, but considering their classic use …
are they really useful? Usually they are used to
add/remove brightness, which falls in the same use case as the grey of the levels module or the power of the color balance module, or to add/remove contrast, which can be adjusted
or by decreasing/increasing the interval between white and black (in a
linear way) or by applying a non-linear brightness compression, again available from color balance.
Curve ergonomics is a real problem in an RGB linear workflow, because the middle gray is assumed to be in the center of the graph, which
therefore assumes that we are working in non-linear RGB (where the gray at
has been increased to 50%). In a linear encoding, the standard medium grey is
expected at 18% (but the practice depends or where you anchored your exposure in camera), and the
contrast control around this value not being centered on the graph
becomes complex in the interface. In addition, the graph of the curves
assumes a limited RGB signal between the values 0 and 100% (or 1)… 100% of
What? White screen luminance. In a linear workflow, the
HDR signal can go from 0 to infinity, and it is at filmic RGB step
that we’re in charge of putting everything back between 0 and 100% of the white screen.
The contrast in the color balance module is compatible with this approach using the contrast fulcrum parameter, which allows the selection of the
contrast reference. Thus when changing the contrast, we increase the light above the fulcrum, and reduce it below, but the fulcrum remains unchanged. The
display workflow (in Lab or non-linear RGB) always has the implicit assumption that gray is 50%, uses it as a contrast reference, and doesn’t allow you to change that value.
Prefer color balance.
Contrast/Brightness/Saturation
Module working in Lab, which duplicates again the modules
levels, curves, and color balance while adding undesirable effects on colours.
Prefer color balance.
Modules to be used with care
There is no correct replacement for the following modules for the moment, but they should be used with caution because
they can be unpredictable and can cause you to lose a lot of
time.
Vibrance
Vibrance works in Lab by applying a saturation correction that
penalizes already saturated pixels to avoid over-saturation, but
also tends to darken colors. The result is far from ugly, but
the problem is that we can’t control how much we darken for
the amount we resaturate.
Prefer color zones with a selection by saturation.
Color zones
This module would be awesome if the merging of colour zones were more
progressive. It now has two processing modes (strong,
the old, and smooth, the new) which are trying to meet this challenge of
two different ways, resulting in transitions too discrete for the
new, and too abrupt for the old. One more
time, it works in Lab, when similar functionality in
Capture One seems to be using HSL or HSV, which seems to perform better than Lab.
In some cases, color zones will benefit from being replaced by the
color balance module where parametric masking may be used to
isolate the shades you want to act on. Then the refinement
of the guided filter parametric mask should help in difficult cases. For the rest, color balance allows us to change the shade, saturation and brightness exactly the same.
Note, however, that the color balance module, although working in RGB
internally, merges the masks into Lab because this module is older than the
possibility to have 100 % RGB modules, and converts from Lab to RGB
internally. We’re still working on it…
Prefer color balance.
Vignetting
Adding a vignette around an image is not complicated: you just have to
to gradually lower the exposure, and eventually the saturation with a drawn mask.
However, the vignetting module performs incomprehensible black magic, which is much more complicated than that, with an
internal homogenization which would be superfluous if things were
well done. The result is rarely natural, the transition in luminosity being too violent compared to a real vignette.
You will get better results with an instance of the exposure module
set to -0.5 EV, a circular mask with a large transition area
whose polarity is reversed, possibly coupled with a desaturation in color balance to which you pass the same mask as used in exposure (via a rasterized mask).
Prefer the exposure (and, optionally, the color balance saturation) modules.
Mask blend modes not recommended.
Few people know this, but the blend modes lighten, darken,
overlay, soft light, hard light, pin light and linear light
implicitly expect the grey level to be 50% grey and are thus
totally connected to the display-referred workflow. The blend modes are going to treat
the pixels differently depending on whether they are above or below 50 %. Remember that the linear RGB workflow keeps the gray point at 18% (or even less). These blend modes will therefore behave in a way that is unpredictable in the scene-linear portions of the pipe.
In linear RGB, you should only use blend modes based on
arithmetic operations (addition, multiplication, division,
subtraction, average), on maximum/minimum comparisons
(screen) or on channel separations (hue, color, chroma, etc.).
Note that the multiply mode is one of the most powerful in linear RGB.
For example, to enhance the contrast of an image in a natural way,
it is enough to use an instance of the exposure module blended with multiply. Set the exposure between 2 and 3 EV and the opacity between 10% and 50%. Exposure is then used to control the pivot of contrast, and opacity the intensity of the effect. It’s fast, simple and effective.
A minimal workflow for beginners
In darktable, you can choose between many modules that allow you to do the same thing in a lot of different ways. But this is merely an illusion of choice, as many of them have more disadvantages than advantages (provided you want to achieve predictable results for demanding edits). If you open the code for any of the modules not recommended above, you will see that they are almost all dated 2010-2011 - the only reason we retained them was to maintain compatibility with edits performed in prior versions of darktable.
You can perform at least 80% of your processing with just 4
modules :
exposure
white balance
color balance
filmic RGB
The reason they’re so powerful is because they’re actually extremely simple, when you look at their equations:
Exposure: RGB_output = exposure × RGB_input + black level
filmic RGB is a little more complex, but it’s still high-school level math
With these 4 modules, you have everything you need to produce a correct image in terms of colorimetry, contrast, and artistic intent. Remember to turn off the base curve if you use the filmic RGB module. Then, if needed, finalize your edit with the following modules:
To improve sharpness, the best option is the local contrast module in local laplacian mode
To deblur the lens, you have deblur presets, more or less pronounced in the contrast equalizer
To denoise, the best algorithm is in the denoise (profiled) module. Use non-local means auto mode if you don’t want to break your head
To remove haze, you have haze removal
To convert to black and white, the easiest way is to use the
film presets in the channel mixer
For creative control of overall contrast and re-lighting of the scene
a posteriori, use the tone equalizer module
Some of the following modules have an underestimated power, and they are vastly underutilized:
The exposure module, with its masks, can replace all the
the other methods of mapping HDR, shadows and highlights
the tone equalizer, and even the tone curve and the local contrast (to some extent, when used with blend mode multiply)
The channel mixer module can overcome all your
gamut problems, including problems with blue in stage lighting, without having to use a fake input profile, but
also turn grass into snow or summer trees into fall trees
The color balance module can allow you to emulate the colors
of a film, compensate for uneven white balance,
remove redness on the skin, accentuate the depth and shape, create
a split-toning effect, or to give an apocalyptic atmosphere to your
images
Finally, to display only a minimal selection in the interface and
modules, to the right of “More modules“, open the
list of presets and select “workspace: all-purpose“.
darktable is a lot simpler when you understand
that you don’t have to use all 77 of its modules at once …
If you have any doubts about the order of the modules, you should know that the default order for version 3.0 has been considered globally, and, apart from some uncertainties on the best position of the vignetting and monochrome modules, the rest is pretty solid, in theory and practice.
Conclusion
Pushing pixel values in either direction is one thing. Merging the corrections so they blend seamlessly together on the whole is another. We’ve seen that Lab or non-linear RGB allow the pixels to be pushed more or less
correctly, but that it is always when doing mask blending (aka occlusion) and feathering (aka blurs) that we’re paying the price. It turns out there are a lot of blurs under the hood of darktable, sometimes where you don’t expect them. It’s especially problematic when you’re compositing,
e.g. inlaying one image within another, to exchange
their background without touching the foreground. And it’s
precisely this kind of manipulation that led the movie industry
to migrate to a scene-referred linear workflow about twenty years ago.
So darktable is in transition. It’s long, it’s sometimes painful,
there are a lot of little bits to change in different places along with
grumbling users who are hungry for consistency. At least now you
know the why and the how. You also know what you have to win. I hope this helps you move forward.
For new users, limit yourself to the above recommended modules, and venture further when you begin to be comfortable. For older users, the new modules have a lot to offer to you, but old Lab modules are still relevant for
moderate creative effects and when used with knowledge of their dangers.
The linear toolbox is being expanded. On the agenda:
rewriting the 100% RGB color balance (including the
blending), with the addition of vibrance (and a vibrance equation
home-developed to preserve the color)
conversion of the contrast equalizer and soften modules to
the linear xyY space (because in fact, the Orton effect, on which the soften module is based,
is very useful when it works correctly)
a color equalizer, similar to the tone equalizer, which will allow you to adjust saturation, vibrance and Abney effect according to the pixel luminance, to pep up the filmic RGB curve
a brand-new lens deconvolution module, respectful of the depth of field (but for that, I need to develop a special wavelet based on the guided filter), which should turn your soft 18-55 mm into a Zeiss for much less
and of course the OpenCL version of the tone equalizer
There is more work than people to do it, so
wish us good luck, don’t forget to support us, and Happy New Year 2020 to all of you!
Portrait photographer in Nancy-Metz. Calculation specialist, modeling and numerical simulation for image processing (denoising, deblurring, colour management) and thermal engineering. Developer of filmic RGB, tone equalizer, color balance, and the new themeable interface for darktable 3.0. darktable user since 2010. darktable is my job, so help me out to develop.
The IMAGE team at the GREYC research laboratory is pleased to announce the release of version 2.7 of G’MIC (GREYC’s Magic for Image Computing), its free, generic, extensible, and probably a little magical, framework for digital image processing.
The previous PIXLS.US article on this open-source framework was published a year ago, in August 2018. This new release is therefore a good opportunity to summarize the main features and milestones of the project’s life over the past twelve months.
Fasten your seat belts, the road is long and full of surprises!
G’MIC is a piece of software that has been developed for more than 10 years now, mainly in C++, by two members of the IMAGE team of the GREYC lab: Sébastien Fourey and David Tschumperlé. It is distributed under the terms of the CeCILL free-software license. GREYC is a French public research laboratory located in Caen, specialized in digital sciences, under the head of three academic institutions: CNRS, University of Caen, and ENSICAEN.
The IMAGE team, one of the seven teams in the laboratory, is composed of researchers, professors, Ph.D. students and engineers, all specialized in the fields of algorithmics and mathematics of image processing.
Fig.1.1: G’MIC project logo, and its mascot “Gmicky” (designed by David Revoy).
G’MIC is cross-platform (GNU/Linux, MacOS, Windows, …). It provides various user interfaces for manipulating generic image data, i.e. 2D or 3D hyperspectral images or sequences of images with floating-point values (which indeed includes “usual” color images). Around a thousand different processing functions are already available. However, arbitrarily many features can be added thanks to an integrated scripting language.
The most commonly used G’MIC interfaces are: the gmic command, that can be accessed from the command line (which is an essential complement to ImageMagick or GraphicsMagick), the G’MIC Online Web service, but above all, the plug-in G’MIC-Qt, available for the well-known image editing software GIMP, Krita, and Paint.net. It provides more than 500 different filters to apply on images.
Fig.1.2: The G’MIC-Qt plug-in, here in version 2.7, is at the moment the most downloaded user interface of the G’MIC project.
Thanks to its extensible architecture, G’MIC is regularly enhanced with new image processing algorithms, and it is these latest additions that will be discussed in the following sections.
2. Add style to your images!
G’MIC has recently implemented a neat filter for style transfer between two images, available from the G’MIC-Qt plug-in under the “Artistic / Stylize“ entry.
The concept of style transfer is quite simple: we try to transform an image (typically a photograph) by transferring the style of another image to it (for example a painting).
Fig.2.1: Principle of style transfer between two images.
The implementation of such a style transfer method is relatively complex: The algorithm must be able to recompose the original photograph by “borrowing” pixels from the style image and intelligently combining them, like a puzzle to be reconstructed, to best match the content of the data to be reproduced, in terms of contours, colors and textures. How easily this is done depends of course on the compatibility between the input image and the chosen style. In computer graphics, most existing implementations of style transfer methods are based on convolutional neural networks, more particularly generative adversarial networks (GANs).
G’MIC implements style transfer in a different way (without relying on neural networks, the scientific article detailing the algorithm is currently being written!). This method is parallelizable and can therefore benefit from all the processing units (cores) available on the user’s computer. The computation time naturally depends on the input image resolution, and the accuracy of the desired reconstruction. On a standard 4-cores PC, it could take tens of seconds for low resolution images (e. g. 800x800), up to several minutes for larger pictures.
As one can imagine, it is a very versatile filter, since we can apply any style to any input image without hard constraints. Some famous paintings are available by default in the filter, in order to propose predefined styles to the user.
Fig.2.2: “Artistic / Stylize“ filter, as it appears in the G’MIC-Qt plug-in, with its many parameters that can be tuned !
Let us be honest, it is not always easy to obtain satisfactory results from the first draft. It is generally necessary to choose your starting images carefully, and to play with the many parameters available to refine the type of rendering generated by the algorithm. Nevertheless, the filter is sometimes able to generate quite interesting outcomes, such as those shown below (the original photo is visible at the top left, the style chosen at the top right, and the result of the style transfer at the bottom). Imagine how long it would take for a graphic designer to make these transformations “by hand”!
Other examples of image stylization can be found on the image gallery, dedicated to this filter. To our knowledge, G’MIC is the only “mainstream” image processing software currently offering a generic style transfer filter, where any style image can be chosen.
A last funny experiment: get a picture of an Alien’s head, like Roswell, and then select a crop of the Mandelbrot fractal set as your style image. Use the transfer filter to generate a “fractal” rendering of your alien head. Then, make the whole world believe that the Mandelbrot set contains the mathematical proof of the existence of aliens… ☺
Fig.2.9: Breaking News! An Alien head was found in the Mandelbrot fractal set ! (if you don’t see it at first sight, tilt your head to the left…)
In short, this filter has a clear creative potential for all kind of artists!
3. Interactive deformation and morphing
This year, G’MIC got an implementation of the RBFs interpolation method (Radial Basis Functions), which is able to estimate a dense interpolated function in any dimension, from a known set of scattered samples (not necessarily located on a regular grid). Thus, it gave us the idea to add distortion filters where the user interaction is focused in adding and moving keypoints over the image. In a second stage, G’MIC interpolates the data represented by these keypoints in order to perform the distortion on the entire image.
Let us start with the “Deformations / Warp [interactive]” filter which, as its name suggests, allows the user to distort an image locally by creating/moving keypoints.
Fig.3.1: The new “Deformations / Warp [interactive]” filter allows images to be distorted interactively, for example to quickly create caricatures from portrait photographs.
The animation below shows this interactive filter in use, and illustrates the fact that these keypoints can be considered as anchors to the image, when they are moved.
Fig.3.2: Illustration of the user interaction in the G’MIC deformation filter, based on the creation and motion of keypoints.
(For those who might be concerned about the portraits photos used in the figures above and below: all these portraits are totally artificial, randomly generated by GANs via the website This Person Does Not Not Exist. No moral prejudices to dread!).
The great advantage of using RBFs-based interpolation is that we do not have to explicitly manage a spatial structure between the keypoints, for instance by defining a mesh (i.e. a “deformation grid”). This gives a greater degree of freedom in the obtained distortion (see Fig.3.3. below). And at the same time, we keep a rather fine control on the local amplitude of the applied distortion, since adding more “identity” keypoints around a region naturally limits the distortion amplitude inside this region.
Fig.3.3: RBFs interpolation is able to create complex continuous distortions, with very few keypoints (here, by inverting the positions of the right/left eyes, and only 4 keypoints used).
A short demonstration of this distortion filter is also visible in this Youtube video.
And why not extending this kind of distortion for two images, instead of a single one? This is precisely what the new filter “Deformations / Morph [interactive]” does. It is able to render a morphing sequence between two images (put on two separate layers), using the same interpolation technique that only asks for the user to set colored keypoints which match on both images.
Fig.3.4: “Deformations / Morph [interactive]” filter asks the user to position keypoints indicating correspondences between two images.
In the example above, keypoints are placed on characteristic areas of both faces (tip of nose, lips, eyebrows, etc.). In practice, this takes no more than 5 minutes. Thanks to these keypoints, the algorithm is able to estimate a global deformation map from one image to another, and can generate temporally “mixed” frames where the elements of the face remain relatively well aligned during the whole morphing sequence.
Fig.3.5: One of the intermediate images generated by the morphing filter, between the two input faces.
By comparison, here is what we would obtain by simply averaging the two input images together, i.e. without correcting the displacement of the facial features between both images. Not a pretty sight indeed!
Fig.3.6: A simple averaging of the “Source” and “Target” images reveals the differences in the locations of the facial features.
Thus, the morphing filter is able to quickly generate a set of intermediate frames, ranging from the “Source” to the “Target” faces, a sequence that can then be saved as an animation.
Fig.3.7: Animation resulting from the generation of all intermediate frames by the G’MIC morphing filter.
Many other use cases of this morphing filter can be considered. The following example illustrates its application to render an animation from two photographs of the same object (a garden gnome), but shot with different DOFs (Depth of Field).
Fig.3.8: Two photographs with different depths of field, and the location of the correspondence keypoints put by the user.Fig.3.9: Animation resulting from the generation of all intermediate frames by the G’MIC morphing filter.
Command line users will be pleased to know that these two filters can be tested very quickly from a shell, as follows:
For several years, G’MIC has contained colorimetric transformation filters able to simulate the film development process, or to give particular colorimetric moods to images (sunlight, rain, fog, morning, afternoon, evening, night, etc.). In a previous report, we already mentioned these filters, which are essentially based on the use of 3D CLUTs (Color Lookup Tables) for modeling the color transformation.
A 3D CLUT is technically a three-dimensional array that provides for each possible RGB color, a replacement color to apply to the image.
Fig.4.1: Modeling a colorimetric transformation by a “3D Color LUT”.
The main interest of these 3D CLUTs is the great variety of transformations they can represent: They can indeed define RGB-to-RGB functions with almost any kind of variations. The only “constraint” of these methods is that all image pixels having the same color will be transformed into pixels that also have an identical color.
Fig.4.2: Illustration of the variety of colorimetric transformations that can be modeled by 3D CLUTs.
The disadvantage, however, is that these 3D CLUTs are relatively data intensive. When you want to embed several hundred different ones in the same piece of software (which is the case in G’MIC), you quickly find yourself with a large volume of data to install and manage. For instance, our friends at RawTherapee offer on their website an additional pack of 294CLUTs functions to download. All these CLUTs are stored as .png files in a .zip archive with a total size of 402 MB. Even if downloading and storing a few hundred _MB_ is no longer limiting nowadays, it is still quite large for things as simple as color changing filters.
This year, we have therefore carried out important research and development work at the GREYC lab on this topic. The result: a new lossy compression algorithm (with visually imperceptible compression losses) that can generate binary representations of CLUTs with an average compression rate of more than 99%, relative to the data already loslessy compressed. The general idea is to determine an optimal set of color keypoints from which the CLUT can be reconstructed (decompression), and this, with a minimal reconstruction error.
Fig.4.3: Principle of our CLUT compression technique, based on determining and storing a set of well-chosen keypoints.
As a result, this original compression method allowed us to offer no less than 763 CLUTs in G’MIC, all stored in a binary file that weights less than 3 MB !
All these color variation filters have been grouped into two separate entries in the G’MIC-Qt plug-in, namely “Colors / Simulate Film” (for analog film simulations), and “Colors / Color Presets” (for other color transformations). Each of these filters provides sub-categories for a structured access to the hundreds of CLUTs available. To our knowledge, this makes G’MIC one of the image processing software with the most colorimetric transformations, while keeping a reasonable size.
Readers interested in the mathematical details of these CLUT compression/decompression algorithms may refer to the scientific paper we wrote about it, as well as the presentation slides that have been presented at the conferences GRETSI’2019 (French conference, in Lille) and CAIP’2019 (International conference, in Salerno).
Fig.4.4: Presentation slides explaining the details of the CLUT compression/decompression algorithm.
Let us now talk about the recent “Colors / Colorful Blobs” filter which is directly inspired by the original concept of Playful Palette created by the Adobe Research team in 2017. This filter is intended for illustrators (designers and digital painters). The goal: Create color palettes which contain only a few main colors (the ones you want to use in an illustration), but also a few sets of intermediate shades between these colors, in the form of color gradients. An artist is theoretically able to better preserve the color coherence of its artwork, by picking colors only from this palette.
Fig.5.1: “Colors / Colorful Blobs” filter allows you to create custom color palettes, by spatially mixing several colors together.
As shown on the figure above, the filter allows the artist to create and move colored “blobs” that, when merged together, create the desired color gradients. The result of the filter is thus an image that the artist can use afterward as a custom 2D color palette.
From a technical point of view, this filter is based on 2Dmetaballs to model the color blobs. Up to twelve separate blobs can be added and different color spaces can be chosen for the calculation of the color gradient (sRGB, Linear RGB or Lab). The filter also benefits from the recent development of the G’MIC-Qt plug-in that enhances the user interactivity inside the preview widget (a feature we mentioned in a previous report), as seen in the animation below (see also this longer video).
Fig.5.2: Illustration of the user interaction with the G’MIC palette creation filter, based on the creation and movement of colored “blobs”.
This filter may not be useful for most G’MIC users. But you have to admit, it’s pretty fun, isn’t it?
6. Some more filters
Let us now describe a selection of a few other filters and effects added during the year, perhaps less original than the previous ones (but not completely useless anyway!).
First of all, the “Rendering / Symmetric 2D Shape” filter is a great help when you want to draw geometric shapes having angular symmetries.
Fig.6.1: “Rendering / Symmetric 2D Shape” filter in action, in the G’MIC-Qt plug-in.
The plane can be subdivided into up to 32 angular pieces, each of which can contain a maximum of six keypoints to define a shape profile, allowing potentially complex and varied shapes to be rendered (such as the super-shuriken below!).
Fig.6.2: Example of a complex symmetrical shape obtained with the “Rendering / Symmetric 2D Shape” filter.
The “Degradations / Self Glitching” filter combines an image with a shifted version of itself, to create a Glitch-art type image. Several bitwise operations (Add, Mul, And, _Or_, Xor,…) can be chosen and you can adjust the shift direction and amplitude, as well as various other controls.
Fig.6.3: “Degradations / Self Glitching” filter helps to ruin your photos easily!
Again, this is not a filter that will necessarily be used every day! But it may be helpful for some people. It was actually added in response to a user request.
In the same style, the “Degradations / Mess With Bits” filter applies some arithmetic operations to the pixel values, seen as binary numbers (for instance, bit shift and bit inversion). Always with the idea of rendering Glitch art, of course!
Fig.6.4: “Degradations / Mess With Bits” filter, or how to transform an adorable toddler into a pustulating alien…
The “Degradations / Noise [Perlin]” filter implements the generation of the Perlin noise, a very classical noise model in image synthesis, used for the generation of elevation maps for virtual terrains. Here we propose a multi-scale version of the original algorithm, with up to four simultaneous variation scales.
Fig.6.5: “Degradations / Noise [Perlin]” filter proposes a multi-scale implementation of the Perlin noise (illustrated here with two variation scales).
The “Frames / Frame [Mirror]” filter is also a “tailor-made” effect, to meet the needs of a G’MIC-Qt plug-in user. This photographer wanted to resize his photos to obtain a precise width/height ratio, but without having to crop his images. The solution was instead to add image information at the edges of the picture, by symmetry, in order to obtain the desired ratio. So that’s what this filter does.
Fig.6.6: The “Frames / Frame [Mirror]” filter extends the image borders by symmetry.
Finally, let us mention the upcoming advanced image noise reduction filter, by Iain Fergusson, whose development is still in progress. Iain has been contributing to G’MIC for several years now by implementing and experimenting original denoising filters, and his latest project seems really interesting, with promising results. This video shows this filter in action, a good place to learn a little more about how it works.
Now that we’ve looked at these new filters, it seems important for us to remind that, as in many IT projects, this visible part of the iceberg hides a set of lower-level developments done to improve the interactive possibilities of the G’MIC-Qt plug-in, as well as the performance of the internal scripting language interpreter (the G’MIC language), which is how all these filters and effects are actually implemented. These improvements and incremental slight optimizations of the code base benefit to all filters (even those already available for several years) and it actually represents most of the development time we spend on G’MIC. So, dear users, do not be surprised if no new filters appear for a while. It is probably just because we are doing serious work on the G’MIC framework core!
7. Other notable points in the project life
Here are listed some other important news that have punctuated the life of the project since August 2018.
This is essential news for us: since March 2019, the G’MIC project has been granted permission to collect donations (via Paypal), to help in its maintenance and development!
This is a good thing, because until now, there was no simple way for a public research laboratory as the GREYC, to accept donations for supporting the development of a free software application such as G’MIC, an application used daily by several thousand people around the world. And we have currently no other ways to finance this piece of software in the long term.
Thus, we have partnered with LILA (Libre comme l’Art), a French non-profit organization promoting Arts, Artists and Free Software, who accepted to collect donations for us.
Fig.7.1: Logo of the LILA association, which collects donations for the G’MIC project.
In practice, this is something that has been a little long to set up, but now that the donation system is operational, we hope to benefit from it in the future to make the project development even faster (the possible use of the raised funds is detailed on the donations page, this being of course very dependent on the amount of money collected).
For the sake of transparency, we will post the monthly amount of collected donations on the project website. At this point, we don’t really know what to expect in practice. We will see how these donations evolve. Of course, we would like to thank all those who have already participated (or plan to do so) in supporting our open-source framework for image processing. Our ultimate dream would be, one day, to say that the illustration below is only a distant memory!
Let us also mention the work of Jehan, known to PIXLS.US readers as a regular GIMP developer. Jehan has been hired by the GREYC laboratory in September 2018, to work on G’MIC (for a 12-month fixed-term contract), thanks to a grant funded by the INS2I Institute of the CNRS (for which we are grateful).
One of its first missions was to re-implement the G’MIC “Smart Coloring” algorithm (that we had already talked about previously) as a new interactive mode integrated into the existing GIMP “Bucket Fill“ tool.
Fig.7.3: G’MIC’s “Smart Coloring” algorithm, now available in GIMP, helps illustrators color their drawings more quickly.
Jehan described all his work in a blog post, which is strongly recommended for reading. Of course, we don’t want to copy his post here, but we want to mention this activity, and to consider it as another original contribution of the G’MIC project to free software for graphic creation: at the GREYC laboratory, we are really happy and proud to have imagined and developed an image colorization algorithm, which artists can use through a well integrated tool into such a popular piece of software as GIMP!
This intelligent colorization algorithm has been the subject of scientific publications, presentations at the conferences GRETSI’2017, EuroGraphics VMV’2018, as well as at the Libre Graphics Meeting’2019. And it is with a great pleasure we see this algorithm is used in real life, for various realizations (as in this great video of GDQuest, for colorizing sprites for video games, for instance).
Scientific research carried out in a public laboratory, which becomes available for the general public, that is what we want to see!
Recently, a major improvement in the performances of G’MIC under Windows has been achieved, by recoding the random number generator (now reentrant)) and removing some slow mutex which were responsible of performance drops for all filters requiring sequences of random numbers (and there were many!). As a result, some filters are accelerated by a factor of four to six under Windows!
Since December 2018, our G’MIC-Qt plug-in is available for Paint.net, a free graphic editing software application under Windows (not open-source though). This has been possible thanks to the work of Nicholas Hayes who wrote the glue code allowing the interaction between our G’MIC-Qt plug-in and the host software. Users of Paint.net are now able to benefit from the 500+ filters offered by G’MIC. This plug-in, available here, has already been voted “Best Plug-in of the Year 2018“ by the members of the Paint.net forum ☺ !
Since October 2018, the G’MIC-Qt plug-in for GIMP has been compiled and proposed for MacOS by a new maintainer, Andrea Ferrero, who is also the main developer of the free software application Photoflow, a non-destructive image editor (more information here). Many thanks Andrea, for this wonderful contribution!
Since the announced shutdown of the Google+ social network, we have opened two new accounts, on Framasphere and Reddit, to share news about the project’s life (but the Twitter feed is still our most active account).
Let us also thank Santa Claus, who kindly brang us a materialized version of our mascot “Gmicky” last year. That looks almost perfect!
Fig.7.4: The mascot “Gmicky”, brought by Santa Claus, in December 2018.
Another video tutorial, showing how to use the G’MIC“Artistic / Rodilius” filter to create stylized animal photos.
8. The future
As you see, G’MIC is still an active open-source project, and with its 11 years of existence, it can be considered as mature enough to be used “in production” (whether artistic or scientific).
We have never defined and followed a precise roadmap for the project development: the functionalities come according to the needs of the developers and users (and the limited time we can devote to it!). At the moment, there is a lot of interest in image processing methods based on neural networks, and deep learning techniques. It is therefore possible that one day, some of these methods will be integrated into the software (for instance, we already have a prototyped code running in G’MIC that actually learns from image data with convolutional neural networks, but we are still at the prototyping stage…).
After 11 years of development (make it 20 years, if we include the development of the CImg library on which G’MIC is based), we have reached a point where the core of the project is, technically speaking, sufficiently well designed and stable, so as not to have to rewrite it completely in the next years. In addition, the number of features available in G’MIC already covers a large part of the traditional image processing needs.
The evolution of this project may therefore take several paths, depending on the human and material resources that we will be able to devote to it in the future (for the development, but also in project management, communication, etc.). Achieving an increase in these resources will undoubtedly be one of the major challenges of the coming years, if we want G’MIC to continue its progress (and we already have plenty of ideas for it!). Otherwise, this image processing framework might end up being just maintained in its current (and functional) state. It is of course with a hope for progression that we have recently set up the donation page. We also hope that other opportunities will soon arise to enable us to make this project more visible (you are invited to share this post if you like it!)
That’s it for now, this long post is now over, thank you for holding on until the end, you can resume normal activity! I’ll be happy to answer any questions in the comments.
Post-scriptum: Note that the 3D animation displayed as the teaser image for this post has been actually generated by G’MIC, via the command $ gmic x_starfield3d. An opportunity to remind that G’MIC also has its own _3D_ rendering engine capable of displaying simple objects, which is very practical for scientific visualization! We may have the occasion to talk about it again in a future post…
A special thank you for reviewing and helping to translate this article to: Patrick David, Sébastien Fourey, Christine Porquet, Ryan Webster.
digiKam stores the current state of the application in the ~/.config/digikamrc file. This file keeps track of pretty much everything: from the database connection profile and custom toolbar settings, to the last-used curve and sharpening parameters. So next time you install or reinstall digiKam, don’t forget to back up the digikamrc file. This way, you don’t have to configure a fresh digiKam installation from scratch. Simply copy the file to a safe location or external storage device, and drop the file into the ~/.config folder before you run digiKam.
Location Tracking for Photographers with GPS Logger and Trekarta
When it comes to Android apps for photographers, we are spoiled for choice. From depth-of-field and golden hour calculators to sun position and remote control apps – there are plenty of clever tools to choose from. But there is one particular app combination that can prove to be indispensable for any photographer on the move: a GPS logger and a GPX viewer. There are two main reasons for that.
Tracking your movements and saving them in the GPX format can come in handy for geotagging photos.
The ability to attach comments to the current location allows you to use the GPS logging app to note places you either photographed or you plan to photograph later. You can then use a GPX viewer app to see and manage bookmarked locations.
There are several apps that offer GPS logging and viewing, but you can’t go wrong with GPS Logger for Android and Trekarta. Both apps are released under an open source license, and they are available free of charge on Google Play and F-Droid.
How you set up GPS Logger for Android is a matter of personal preference. One way to go is to configure the app to automatically start tracking on boot and upload tracks to the desired destination (e.g., a NAS or a file sharing service).
Once GPS Logger for Android is running, adding a comment to the current location is as easy as pulling down the notification drawer and tapping Comment. The app saves the tracks as GPX files in the Android/data/com.mendhak.gpslogger/files directory on your Android device. To view a GPX file in Trekarta, use a file manager to navigate to the directory, and use Android’s sharing functionality to send the desired GPX file to Trekarta.
Siril is a program for processing astronomical photographs.
In this tutorial, I’ll show you how to process a nightscape in Siril 0.9.10.
It doesn’t intend to be comprehensive tutorial but rather to present a basic general workflow that is a good starting point for those who want to learn Siril.
For this purpose, I’m sharing the raw files I used for the image I presented here, except that for this tutorial I limited the number of frames for the sake of bandwidth and processing speed.
The Creations, by Sebastien Guyader
You can find and download the raw files here (~1GB).
Setup
The raw files are placed in specific sub-folders according to their use:
bias/offset frames → ./Bias (20 files)
dark frames → ./Darks (15 files)
flats field frames → ./Flats (15 files)
main subject/light frames → ./Lights (10 files)
Bias, dark, and flat field frames are also called “calibration” frames, their purpose being to improve the quality of the image by correcting the signal-to-noise ratio (in the case of bias and dark frames) and vignetting (with the flat frames).
There are several places where you can learn more about the different types of frames for astrophotography.
At the root of the folder, I placed two text files with the .ssf extension, these are scripts used by Siril for batch processing the files. Quite useful. If you want to run a script from Siril, place the .ssf files in ~/.siril/scripts. Upon restarting Siril, a new Scripts menu appears in the top menu bar, allowing you to launch the installed scripts.
I suggest you download the whole folder (~1GB), and move the scripts as indicated above. This way, if you set the working directory in Siril to the root of the folder, launching the script named processing_from_raw.ssf will automagically process the raws and create the output image in both .fit and .tif (16-bit) formats. Please note that in order to successfuly run the scripts, there must be a folder structure like the one used in this tutorial.
Step-by-step processing
I will present the steps I used to process an image of the Milky Way. I don’t know if it’s the best way, but it’s probably close to what the developers of Siril advise to do for the general case of starting from raw files (actually, I started from one of their scripts and just slightly adapted it).
We will start with processing the calibration files, and then processing the lights.
Preparing the bias frames
Set the working directory to the Bias sub-folder by clicking on Change dir….
We will use the 20 bias frames to generate a master-bias frame. To load the bias frames, click on the + button as shown (make sure that you select RAW DSLR Camera Files in the combo box) and select the bias frames located in the Bias subfolder.
In the “Sequence name” field, enter bias (or whatever you see fit) to set the prefix of the sequence and subsequent files, and click Convert to convert the files to the FITS format, which is the main format used by Siril. Note that you don’t need to demosaic the files yet, make sure the Debayer box is unchecked.
When done converting the bias frames, a window will pop up showing a preview of one of the bias frames. Note that since it’s not demosaiced, it will only show as a B&W channel image.
At this point, the bias frames are loaded and ready to be processed to make a master-bias frame.
In the Stacking tab, choose Average stacking with rejection as stacking method, and No normalisation under the normalisation combo box. You can leave the Sigma parameters at their default (unless you know or want to experiment for better values).
It should look like this:
Click on the Start stacking button. The resulting master-bias frame will be saved as bias_stacked.fit in the Bias subfolder.
Preparing the flat field frames
Since the flats also contain the sensor readout noise (contained in the bias frames), we should remove it by subtracting the master-bias.
In the File conversion tab, remove the files already loaded by clicking on the button located just below the - (minus) button, and by clicking on the + (plus) button select and load the flat frames located in the Flats subfolder.
Set the working directory to the Flats sub-folder by clicking on “Change dir…” and set the Sequence name as “flats”.
Like for the bias frames, ensure Debayer is unchecked, then click on Convert.
In the Pre-processing tab, check only the Use offset box, click on Browse to select the Bias/bias_stacked.fit file, and click on Start pre-processing.
To generate the master-flat, go to the Stacking tab, and this time set Normalisation to Multiplicative and the Stacking Method as Average with rejection.
Click on Start stacking to produce the pp_flat_stacked.fit master-flat frame in the Flats subfolder.
Preparing the dark frames
As with the bias and flats, you need to load the dark frames.
In the File conversion tab, remove the files already loaded, select and load the dark frames located in the Darks subfolder.
Set the working directory to the Darks sub-folder by clicking on Change dir…, and set Sequence name as darks.
Debayer should be unchecked.
Click on Convert.
The darks need to be stacked the same way as the bias frames. In the Stacking tab, choose Average with rejection and No normalisation.
Click Start Stacking.
The master-dark frame is saved as Darks/dark_stacked.fit.
Note: if you take images often in the same conditions (same air temperature, same exposure settings), you can save the dark_stacked and pp_flat_stacked files, and re-use them to process future light frames faster. I read on some forums that some astrophotographers keep their calibration files and use those for around 1 year, before taking new calibration frames.
Preparing the light frames
Now it’s time to start processing the light frames, by first subtracting the darks (which also contain the bias signal) and the flats (from which bias has already been subtracted).
Select the light frames in the File conversion tab.
Set the Sequence name to lights, and point the working directory to the Lights (Change dir...).
Convert the files, still without debayering.
Then go to the Pre-Processing tab, check Use dark, select the Darks/dark_stacked.fit file, check Use flat, and select the Flats/pp_flat_stacked.fit file.
Make sure that the other boxes are checked as in the following screenshot.
Note that “Cosmetic Correction” can also be done from the “Image Processing” tab.
Click Start pre-processing.
This will produce new FITS files with the prefix pp_light_ and the corresponding .seq file. These files are loaded.
Demosaicing the files
It’s time to demosaic our processed files. There’s something strange in the GUI, in that after pre-processing, when you uncheck “Use dark” and “Use flat” boxes, the “Debayer FITS images before saving” and the “Start pre-processing” button become grayed out.
In the File conversion tab, remove the selected files and load the 10 pp_light_000xx.fit files.
Check the Debayer box and write db_pp_light as the sequence name.
Click Convert.
The pre-processed lights will be saved as FITS files, and the corresponding db_pp_light.seq file loaded. Two preview windows will open this time, one with the 3 RGB channels separated, and one with the RGB composite image.
In the Register tab, select Global Star Alignment (deep-sky) from the registratrion method drop-down list and click Go register.
If you have more 8GB of RAM, you can try checking the Simplified Drizzle x2 box (it will up-sample the images by a factor 2, increasing the RAM usage by a factor 4). Siril will detect the stars and register each of the 10 images. The preview windows will be updated. By the way, you can play with the zoom and select AutoStretch to get a better preview of the selected image.
In the Stacking tab, make sure that Average with rejection is selected as the stacking method, and that Additive with scaling is set for Normalisation.
Click on Start stacking.
The resulting aligned and stacked image will be saved as Lights\r_db_pp_light_stacked.fit.
At this step, you can also save the resulting image as JPEG, TIFF, PNG, etc. for further processing in your favorite image editor. On the menu, just click on File > Save As, and pick the image format you wish (or right-click on the RGB windows and pick the format that best suits you).
Post-processing the image
Siril can do some more or less specialized post-processing to your image. I found it interesting to use.
While the stacked image is still loaded in Siril, you can apply a log transform (it is in linear mode in Siril). I haven’t found how to do it in the GUI, but you can simply type “log” in the “Console” field at the bottom of the Output logs tab, in the main window.
Still in the console field, you can use the command “crop” followed by the coordinates of the bounding box in pixels, to crop the image (some auto-detection tools in Siril require the image to be cropped to remove the borders introduced by aligning the images, in order to work properly). For example, my image can be cropped by typing crop 30 30 5950 3970.
You can apply green noise removal in the “Image Processing” tab > “Remove Green Noise…”.
Lucy-Richardson deconvolution can be applied in “Image Processing” menu option > “Deconvolution…”. 10 iterations and a Sigma value of 0.6 are a good starting point.
The resulting image can be saved as JPEG, TIFF, PNG, etc. for further processing in your favorite image editor or as a finished image if you’re satisfied.
Processing for the foreground
The problem with this whole process, is that because the images have been aligned with the stars as reference, the foreground will be blurred because earth moved between successive frames. What I do is to reprocess the light frames from just after the calibration step (i.e. after the dark and flat frames subtraction) but only skipping the stars registration step. By doing so, the foreground will undergo the same pre- and post-processing, and the resulting image will have a sharp foreground and trailing sky.
I provided a script (processing_from_raw_foreground.ssf) which will do that for you, if you already used the first script or if you use the same file naming convention as in the script.
Finally, in your favorite image editor, you can combine the “sky” and “foreground” images using a mask, to get both the sky and the foreground sharp.
Here’s what I obtained following these steps (but using the scripts), after just combining the 2 images in Gimp:
And after quick curve and saturation tweaking in Gimp:
I’ve been a member of the community over at blenderartists.org (previously elysiun) for a long time (it’ll be 15 years this October according to my profile there).
So it was nice to see when they finally transitioned to using Discourse a little while back.
What I really liked, though, was the work that Bart did to specific pages and tag lists to display them.
Here’s what their current homepage looks like:
Current blenderartists.org homepage
They use a different default main page style, “Categories” view, than we do (“Latest”). This just shows the site categories as a column on the left, then the latest posts in a column on the right.
The row of featured images along the top is actually part of a plugin that I’ll get to in a moment.
If you want to change your own default main page view of the forums, you can modify it at your account Preferences → Interface (and change it to Categories):
The default landing page is neat, but what they did with their forum gallery page is much neater:
blenderartists.org forum gallery page
They set up the Topic List Previews plugin so the entire category is actually viewed as a tile of images.
I think we can all agree that this is generally a much nicer way to view categories that are heavily image-based.
Of course, I thought this was a natural fit for us as well!
So through the magic of having an invaluable resource like a darix, he was able to make it a reality for us!
We’ve got it implemented now on the Play Raw category (now its own sub-category under the Processing category), the Critique, and the Showcase category.
If you haven’t had a chance to check it out yet, please do. (darix announced it in the thread Play raw posts and you so feel free to give us any further feedback in that topic.)
The Critique category
Keep in mind that for those categories, the preview image will correspond to the first image in the first post. Try to remember to make the first image in those category topics the one you’ll want in the preview.
We haven’t enabled the featured row of images after some initial feedback. We may revisit it again at some point, but hopefully the Play Raw and Showcase categories will look a little better now. It certainly makes the categories a little easier and faster to navigate now that you can see the previews directly on the page.
For years the incredible team over at G’MIC (GREYC’s Magic for Image Computing) have been producing an incredible image processing system and many awesome filters to go along with it.
They’ve got an very active and awesome community right here on their forums and they’ve been producing all manner of neat processing filters for photographers, digital artists, and scientists.
Due to the project being under the auspices of a French Research Lab, the GREYC laboratory in Caen, France, they were limited in being able to accept any donations.
I first heard about GREYCstoration (proto-G’MIC) a long time ago (over 10 years) as the only really viable Free Software image denoising option for photographers.
It allowed me to de-noise images on par (or better in many cases) with the then popular Noise Ninja.
It’s been an essential part of my toolkit ever since!
Back then David Tschumperlé was really only looking for postcards from users as a “thank you” and maybe some occasional donations to pay for hot chocolates during the day.
I finally got to buy him a milkshake while at the Libre Graphics Meeting 2014 in Leipzig, Germany and for the value he has provided me with his software I owe him many, many more!
The man, the myth, the legend.
Value is exactly what I want to bring up in this post.
I’m sure many here have had an opportunity to use G’MIC in some form and any attempt at listing the wide range of filters and capabilities it provides would not do it justice.
If you’ve realized some value from the project, now is the time to show some love.
I’ve been lucky to call David a friend for a long time now and I can personally attest to his kindness and sincerity.
With that in mind I implore you: if you have a few spare dollars, euros, yen, pesos, or gold bullion please consider donating to the project and make sure the milkshakes (or hot chocolates) never stop flowing.
David (and Sébastien Fourey!) are a sound investment in providing high value to Free Software artists and photographers!
For a long time David was unable to accept donations from community members.
There were some concerns from the research institution his lab is a part of in France.
Just recently, though, they managed to reach an agreement where the funds flow through a French non-profit called Libre Comme L’Art, LILA, that includes the fabulous Jehan Pagès of the GIMP team as a member and where the ZeMarmot animated film is being produced.
A big “Thank You!” to Jehan and LILA for making this possible!
Adding Features to a Camera: Hacker Meets Photographer
Introduction
CHDK is a free, open source software add-on that runs on Canon PowerShot cameras and expands their functionality. Some of its features are:
Professional control: RAW files, bracketing, manual control over exposure, zebra mode, live histogram, grids, etc.
Motion detection: Trigger exposure in response to motion, fast enough to catch lightning.
USB remote: Simple DIY remote allows you to control your camera remotely.
Scripting: Control CHDK and camera features using uBASIC and Lua scripts. Enables time lapse, motion detection, advanced bracketing, and more.
PTP: Shooting control, live view, and file transfer from Linux and Windows.
I talked with the core team of developers to learn more about CHDK.
How did CHDK start? Who were the first developers? What was their role in those first steps? Do you have any information on who those people are, where they come from, or their professional background?
reyalp: That was before my time. The very first developer was VitalyB, and I don’t know much about his background.
In truth, CHDK is very loosely organized and informal, so I don’t know much about current contributors backgrounds either.
waterwingz: Before my time too. The original hack seems to have taken off in 2006/2007 when it got mention on the dpreview.com site. Many people shared random bits and pieces based on what they were personally interested in working on. There was no project organization and people did their own builds.
At some point, I believe someone with the nick GrAnd, got things organized around a wikia site and created a standardized set of build tools. Eventually an online discussion forum and autobuild server were added - not sure who gets credit for those.
But over the last 10 years, more or less, reyalp has coordinated the ongoing volunteer development efforts. There is still no real plan or schedule but there seems to be community consensus of how things get done and what gets added to the package.
Some people say that CHDK was first developed by Andrei Gratchev (here and here). I believe he is GrAnd, right? Do you know something about it? Is it possible that Andrei Gratchev is VitalyB?
reyalp: GrAnd (Andrei Gratchev) and VitalyB are definitely not the same person. They have separate accounts on assembla.com.
VitalyB did the very first work on what eventually became CHDK, while GrAnd was an early developer who played a major role in organizing the project.
It’s possible that GrAnd originated the name CHDK.
I don’t know that history directly, but it could explain confusion over whether he was the founder.
Lightning captured by a Canon PowerShot G7x with CHDK motion detection script MDFB2013, by reyalp, licensed under CC BY-NC 2.0.
Canon cameras run on DIGIC boards. As far as I’m aware of, at the time VitalyB did the first hack, people had already hacked DIGIC-I compact Canon cameras and could execute custom programs. What was the big leap (in terms of development or finding hooks in the DIGIC-II firmware) that VitalyB made?
reyalp: The original Digic-I cameras were actually ROM DOS running on a 16 bit x86 clone (except for S1 IS, which is VxWorks on ARM and has a partial CHDK port developed by srsa_4c).
A hack for the DOS based cameras was developed by a Czech developer.
I don’t know if VitalyB was aware of this work, but the platforms were so different there wouldn’t likely have been much overlap.
waterwingz: As far as I know, the big leap in hooking the DIGIC-II firmware was figuring out how to hack Canon’s firmware update process.
It’s stated that he hacked the firmware update process and executed his own program instead of the firmware update itself. That first program aimed to make a copy of Canon firmware. How exactly could he get a copy of the Canon firmware by blinking a LED? Why did he need a copy of Canon firmware?
waterwingz: From what I understand, he assembled a little piece of code that loaded and ran in the place of the expected firmware update code.
Once he could do that, by trial & error he learned what memory address needed to be poked to turn one of the camera’s LEDs on & off. And once he could do that, he recoded so as to dump the camera’s memory contents serially via that LED to a phototransistor interfaced to an external computer.
After that it was a matter of reverse assembly of the raw code to learn how the rest of the boot process and camera firmware worked.
reyalp: I don’t know the specifics of exactly what VitalyB did for the very first camera, but generally to make a hack work with the existing firmware, you need a copy of the firmware code to disassemble and analyze.
The advantage of using LED blinking is that the code is really simple: you just need to know how to control an LED (done writing to specific address on these cameras) and a loop.
In contrast, writing a file to the SD card requires a whole stack with an SD driver, a filesystem driver and so on.
Without having already analyzed the firmware, you don’t know how to interface with those things, and on PowerShot cameras, they aren’t really available after a firmware update file is loaded.
Blinking was used frequently in the early days of CHDK, but around 2010 Alfredo Ortega and Oren Isacson of Core Labs worked out how to run scripts in Canon’s native scripting language (which we call Canon Basic). I wrote a script to dump the original firmware from Canon Basic, and we’ve used that as the primary way of dumping firmware ever since.
CHDK LED dump, by Andrei Gratchev, all rights reserved.
Reading CHDK LED dump, by Andrei Gratchev, all rights reserved.
1 - Spacing between bytes;
2 - Spacing between bits;
3 - Wide pulse - logical “1”;
4 - Narrow pulse - logical “0”.
Canon DSLR’s also allow this same kind of hack. Why did VitalyB start with point-and-shoot cameras?
waterwingz: I’m guessing, but probably he started there because he happened to own a PowerShot and not a DSLR. Or maybe it was just the first device that he was able to find a backdoor into.
reyalp: While Canon DSLRs and P&S use the same basic CPU and operating systems, the rest of the code is very different.
Running custom code on Canon DSLRs uses different mechanisms which weren’t figured out until much later.
My impression is VitalyB started on the camera he had (PowerShot A610?).
The lower cost of P&S also makes them more attractive to experiment with, and before the rise of smartphones, P&S were much more common than DSLRs so there was a better chance of interested developers having them.
Are there any ties between CHDK and Magic Lantern (a CHDK equivalent for Canon DSLRs)?
waterwingz: There are several people who participate in both projects and some discoveries are occasionally useful to both. But there is no coordination beyond that.
reyalp: We do share information and occasionally code, but as mentioned above, the Canon firmware up to now has been quite different. Some of the initial DSLR research took place on the CHDK forum.
Kite aerial photograph captured by a Canon PowerShot G7X, powered by a CHDK script, by Peter Laudanski, licensed under CC BY-NC 2.0. The script was written by waterwingz and is better described here.
Kite mount showing, at top left, a box containing battery and a transmitter for the monitor at bottom right, that stays on the ground. By Peter Laudanski, licensed under CC BY-NC 2.0. The script was written by waterwingz and is better described here.
CHDK was born as HDK, or Hack Development Kit, and only later the “C” was added. Regarding the idea behind the name, what exactly does it mean to say that CHDK is not a simple firmware add-on, but a development kit? Does it have to do with the capability of loading and executing custom user scripts?
waterwingz: Way before my time again - I’d only be speculating on the name’s origin. I guess the kit designation means you get the source code to do development with. I don’t think it has anything to do with user scripting capabilities.
Is this kind of hack only possible on Canon cameras? Why?
waterwingz: The exact details and mechanism will only work on Canon PowerShot cameras. They all build on how Canon supports firmware upgrades (even though CHDK does not actually modify any of the camera’s firmware).
To do something similar on a different brand of camera, you’d need to find a way to exploit any firmware update method they might provide. If there is no such mechanism, you’d need to get lucky and find some other vector.
reyalp: As waterwingz says, the specifics only apply to these cameras, but in general, most embedded devices are hackable with enough effort.
Manufacturers put varying levels of effort into preventing it, but the success of CHDK (and later Magic Lantern) involves a lot of stuff that just lined up by chance.
Another important factor in these projects is that reverse engineering is additive: the more you build and understand, the easier it is to keep up with upstream changes in new models. It’s also easier for people to add useful features, which gets more people involved and keeps the whole thing going.
Getting to that critical point on an entirely new system requires a lot of effort and/or luck.
Some of the lucky things that lined up to make CHDK take off were:
The cameras ran VxWorks on ARM 946E-S, both of which had significant public documentation. Canon later switched to their proprietary DryOS operating system, but by that point CHDK had enough built up knowledge to carry on.
Canon left a lot of diagnostic stuff in the code and didn’t put a lot of effort into stopping unauthorized code from running.
There were a lot of PowerShots in circulation and they were affordable, which provided more chances of a developer with the reverse engineering skills having one.
Canon didn’t make any effort to stop it.
Can authorized warranty repair shops refuse to service cameras because of CHDK? Does CHDK use leave any traces?
waterwingz: So far it has not been a problem as CHDK runs in RAM - it makes no permanent changes to the camera. When you turn the camera off, it disappears and you have to reload it the next time you use it.
And while Canon has made no official statements about CHDK one way or the other, there is an email somewhere from someone in Canon tech service stating that as long as CHDK did not modify the camera in any way, there was no warranty issue.
If you remove the SD card containing CHDK prior to sending your camera for service, there is really no way of anyone knowing you’ve used CHDK.
reyalp: CHDK doesn’t normally leave obvious traces, but if the camera crashes, traces of CHDK can appear in an internal crash log the Canon firmware stores in onboard flash memory.
It’s certainly possible that other traces could be present, the cameras have a lot of sub-components that could store their own diagnostic information.
I don’t recall any cases of anyone reporting having warranty service rejected for this, but that doesn’t mean it couldn’t happen.
Jupiter captured by a Canon PowerShot A590IS, powered by CHDK, aligned and stacked with Registax. An afocal method was used for capturing on the Newtonian 114/900 telescope. By blackhole, licensed under CC BY-NC 2.0.
Could you give a brief explanation of how CHDK is designed? Do you have any kind of diagram that could illustrate it?
waterwingz: CHDK is a volunteer effort and most volunteers would rather code than document in detail.
But you can learn a lot reading the For Developers section of the CHDK Wikia.
A short description is that CHDK loads by hijacking the camera’s firmware update process and then intercepts some of the camera’s RTOS tasks and replaces them with its own tasks. The CHDK tasks typically replicate the functionality of the original camera tasks but add features and functionality not included in the original Canon code.
In what language is CHDK built?
waterwingz: A combination of ARM assembler and C.
philmoz: I would add Lua to that - a lot of useful features are now in the scripts. waterwingz has built some impressive functionality with his scripts.
I suppose we should also include uBasic as we still include some testing scripts written in it. uBasic is very primitive compared to Lua, so Lua scripts are preferred.
Finally there is also the Canon Basic built into the firmware - we use this to do firmware dumping.
Winchester Cathedral captured by a Canon PowerShot G7X, powered by a CHDK script, by Garry George, licensed under CC BY-NC 2.0. The script was written by Garry himself.
What were some of the difficult issues in making CHDK easier to port to new cameras?
waterwingz: Ummm… who said it was easy?
But seriously, most of CHDK is based on guesses about how the original Canon hardware and firmware works. So much of the coding was done on a “try it and see” basis.
What makes it more difficult is changes to the firmware as Canon changes RTOS’s or generations of DIGIC processors.
philmoz: The Canon firmware remained pretty stable for a while. It continued to evolve but there weren’t any real upheavals until Digic 6. This made it easier to improve the tools, and take some of the guesswork out of ports.
We have a “sig finder“ tool that analyses a firmware dump and tries to find the things needed for a port. When I first started this was pretty primitive and a lot of things had to be done manually. I spent some time improving this tool, and I think that made porting a bit quicker until Digic 6.
waterwingz also created a GUI tool for disassembling the firmware in a way that could be used in a port - I added a scripting language to this to automate the generation of some of the files needed for a port, which I think helped with new ports.
With Digic 6 the architecture changed a lot and things slowed down quite a bit. A lot of reverse engineering on the new cameras has been done by srsa_4c, reyalp, ant, and others so things are getting better again.
reyalp: One of the things that makes it difficult is how many there are. The official CHDK source supports over 150 distinct models (many with multiple firmware versions that each require distinct ports), spanning Canon releases from 2004 through 2015.
Essentially the same CHDK code runs on all of them, so if a new model does something different, you have to figure out how to accommodate it without breaking the existing cameras.
On top of that, the developers don’t own most of the cameras, so testing is difficult.
As Philmoz mentioned, with Digic 6, Canon moved to a ARMv7 architecture processor and a new display system with a TAKUMI GPU, which took a lot of work supporting. srsa_4c did much of the initial reverse engineering work, while I took the concepts from Philmoz‘s “sig finder“ and implemented them in a new tool based on the open source Capstone disassembly library.
nafraf: The scripting language developed by Philmoz helped a lot to port until Digic 5+ cameras. Using code_gen tool it was possible to port new models and improve the existing ports. On release 1.3, for example, code_gen was the key tool to add more than 60s exposure on all cameras.
This photo of the Peggy’s Cove lighthouse was taken using CHDK with a Canon PowerShot SD780IS camera mounted on a Multiplex Easystar model airplane, by Andrew Hazelden, licensed under CC BY-NC 2.0. The script was written by Andrew himself and is better described here.
In which OS do these tools run?
waterwingz: CHDK is built using the gcc compiler so I guess the tools run on anything that supports that compiler - Windows and Linux for sure.
I do all my work under Linux although I have a laptop somewhere that runs the Windows tools.
The autobuild server that rebuilds CHDK after each update and provides current downloads runs under Linux.
And there are quite a few other tools that people have created, some of which are Windows only (or using Wine under Linux) and some of which are Java based and will run on Windows, Linux, or MacOS.
philmoz: I use MacOS for CHDK development.
I also have a Linux VM I use for testing batch builds of the entire set of supported cameras, to make sure big changes don’t break the autobuild server.
reyalp: I use Windows on my primary development system, but all the core CHDK tools and build process have supported Linux for as long as I’ve been involved.
My normal CHDK development environment is MSYS shells and gvim.
I also use Linux in VMs and a Raspberry Pi for some things.
Winchester Cathedral captured by a Canon PowerShot G7X, powered by a CHDK script, by Garry George, licensed under CC BY-NC 2.0. The script was written by Garry himself.
Is there any camera emulator that allows to test core code before loading it into the camera?
waterwingz: There are a couple of clever GUI emulators for testing CHDK uBASIC and Lua scripts.
But I don’t believe anyone has really succeeded in making a QEMU emulator for core code development.
All testing is done on actual cameras.
And to date, I don’t believe anyone in the dev community has bricked a camera which says something about the stability of the process!
philmoz: Magic Lantern uses QEMU to run their code in an emulator.
In theory CHDK could do this as well, but to date no-one has invested the time to create the hardware simulation bits needed.
Debugging CHDK is old school - blinking LED’s, printing messages (if you have the display working), writing log files, and lots of trial and error.
reyalp: Not emulation, but I use chdkptp a lot for interactive testing. Being able to dump bits of memory or call functions interactively from a PC console is very useful.
What’s the easiest way for someone to get involved with CHDK?
waterwingz: Download it and use it on a PowerShot.
Learn what it does and how to run scripts.
Then write some scripts on your own, or modify some existing ones.
Finally, do a port for an unsupported camera - pretty much every CHDK dev started off porting and then got hooked on doing more.
blackhole: The easiest way is to use CHDK for something creative. It’s nice to see when users show results that are the product of using CHDK. I think it’s the biggest reward for developers when they see that their work is well-used.
reyalp: The forum is the best place to get involved with the community.
To get involved with development, it really depends on your interests. If there’s something you want to add, either dive into the code or ask for suggestions on where to start.
Ports of additional cameras are always welcome too, and doing one provides a good overview of how CHDK works.
Kite aerial photograph captured by a Canon PowerShot G7X, powered by a CHDK script, by Peter Laudanski, licensed under CC BY-NC 2.0. The script was written by waterwingz and is better described here.
What are some tasks non-programmers can do to help the project?
waterwingz: There has been a lot of work on the CHDK wiki over the years, but there is still a ton to do.
For example, one CHDK user finds time each month to simply correct spelling and the worst of the grammar mistakes on the more popular pages and the CHDK User Manual.
reyalp: If you do something interesting with CHDK, share it in the forum. A lot of interesting projects start as riffs on something someone else explored years earlier.
Documentation always needs help, but for CHDK, a lot of it really requires careful experimentation or knowledge of the source to do well.
nafraf: If you are a CHDK user and find a bug, or a missing function on the port of your camera, please report the bug to the forum and help to test new versions.
Developers don’t have access to all models, then testing and receiving feedback from the users are necessary to help the project.
Moon and Saturn, 30x1/24 seconds aligned stacked with gmic and gimp. CHDK script fixedint.lua used to capture frames, by reyalp, licensed under CC BY-NC 2.0.
How healthy is the production of user scripts? Is it easy for a non-programmer to write a script? In what languages?
waterwingz: The huge improvements in mobile phone cameras have really impacted the market for all but the highest end or largest zoom P&S cameras.
Having said that, a core of serious photographers still work on what interests them and depend on CHDK to help capture their artistic vision.
As far as non programmers and script writing, uBASIC is about as simple as a computer language gets and there are lots of example scripts to study.
Lua provides a much richer programming environment, albeit with a bit of a learning curve.
reyalp: Easy… depends on the user.
Because CHDK is a reverse engineered hack on top of an undocumented system, many behaviors are not well specified or understood.
waterwingz improved things a lot by creating a comprehensive reference of CHDK script functions, but developing non-trivial scripts still requires significant effort and a willingness to experiment.
I’ve been using CHDK for 10+ years, and still find myself greping the CHDK source and making test cases to figure out what functions actually do.
All that said, I don’t think learning to write modest CHDK scripts is particularly harder than starting out with javascript or batch files or that sort of thing.
We should note CHDK uBASIC is based on Adam Dunkels code, not the UBASIC written by Yuji Kida for mathematical computing.
How many developers work on CHDK? How does it work?
waterwingz: There have been hundreds of contributors to CHDK over the years.
Currently there is an active core of two or three people doing original work with low level firmware stuff, a couple of people working more on the user experience, several people generating custom scripts for unique photographic opportunities, and a core of maybe ten CHDK experts not doing much coding these days but continuing to provide support to the community.
Andromeda (M31) captured by a Canon PowerShot G7X with CHDK intervalometer script fixedint.lua, by reyalp, licensed under CC BY-NC 2.0. It’s worth mentioning that this image results from three thousand five second exposure frames, captured on different days, resulting a total exposure time of 4.16 hours.
What uses are people making of CHDK? Is there any that should be highlighted?
waterwingz: There is a nice list on the main page of the CHDK Wiki - unique things like motion triggering, scripting, RAW/DNG, bracketing, and full manual exposure control.
Originally, there was a lot of interest in just getting RAW files from an inexpensive P&S camera.
More recently the focus has been on making good multi-camera rigs with full centralized control using CHDK’s PTP capability. Everything from book scanners, “bullet time” rigs, to full 3D capture for building small replicas of people. And of course the ongoing interest in time lapse videos and kite and drone photography work.
reyalp: I get a kick out of how many different things show up searching google scholar for “CHDK hack”
Currently, what is the main development effort underway? New functionality? Porting CHDK to new camera models?
waterwingz: A lot of the current development is focused on very detailed features that interest the core developers. Not really anything that will revolutionize the CHDK user experience right away unfortunately.
But there are also potentially some interesting new things in the wings if the devs working on them can ever get them finished.
reyalp: There aren’t really any major features undergoing significant development right now.
There are some ideas and experimental stuff being kicked around, like the GUI concept and some work on capturing raw outside the normal shooting process, but what eventually gets added depends on developers time and interest.
I’m trying to wrap up a few things to release CHDK 1.5 before we start major projects in the official development branch.
So there’s a new CHDK GUI underway, and it seems very interesting and more user oriented. Once finished, how will it be released to the many different camera models that already run CHDK?
waterwingz: Oh oh - you noticed that? Did you also see the comment about the dev working on it not being too good at it getting finished? ;)
For what it’s worth, there has been quite a bit of thought about keeping it generic enough so that will run on all CHDK capable cameras. That’s mostly about screen resolution issues but there will probably be other challenges. Touchscreen cameras like the PowerShot N come to mind.
The Moon captured by a Canon PowerShot A590IS, powered by CHDK, aligned and stacked with Registax. An afocal method was used for capturing on the Newtonian 114/900 telescope. By blackhole, licensed under CC BY-NC 2.0.
What is the future of CHDK, considering the evolution of technology? How long do you think point-and-shoot cameras will stay on the market, given the rise of smartphones? Do you think the latter will replace the former?
waterwingz: As I mentioned earlier, smart phone cameras continue to improve and that has impacted the low end PowerShots that CHDK does so much for.
CHDK will continue as an interesting project as long as a people enjoy using it and creating new things with it.
blackhole: The P&S cameras with the large zoom will likely survive the competition of smartphones. Smartphones in this area will not be competitive with cameras for a long time. CHDK is likely to have a future in this area.
philmoz: I think there will also be demand for the higher end P&S cameras with larger sensors, although I don’t think the market will be huge.
The number of people with these cameras interested in CHDK is probably going to be pretty small.
Canon’s EOS-M mirrorless cameras can also run CHDK so there is some interest there.
reyalp: Low end, mass market P&S are clearly on the way out. I agree with blackhole and philmoz that higher end stuff will be around for a while to come, but the possibility of running CHDK on future cameras is always uncertain.
As I mentioned earlier, Canon DSLRs and P&S cameras have been based on different codebases, which are different enough that it doesn’t make sense to run the same hack on both.
CHDK supports the EOS M3 and M10 because they are built on the P&S codebase, while Magic Lantern does not support them.
There are signs Canon is moving to a unified codebase (likely motivated by the same market changes) in Digic 8 cameras, which may preclude CHDK as we currently know it.
However, with millions of CHDK capable P&S in circulation, there will still be potential uses for a long time to come.
Separate from smartphones, the rise of things like Rasbperry Pi, dedicated UAV and action cameras etc. have reduced cases where a hacked P&S is a clear win over other options.
In 2008, if you wanted a programmable, multi-megapixel camera with decent optics your choices were very limited and mostly expensive.
In 2019, you have a lot of options other than CHDK, but at the same time, a lot of these things can work well with CHDK too.
I think the collapse of P&S has also affected the pool of potential CHDK contributors: in 2008, a developer with a casual interest in photography would have a P&S, while today they would be more likely to have a smartphone. Someone who wants to tinker with camera software also has a lot more choices.
Shutter/flash speed test. Results indicate an estimated shutter speed of 1/10,000 and flash firing speed of 1/60,000. By keoeeit, licensed under CC BY-NC 2.0.
Could CHDK benefit from the current boom in single board computers and single board microcontrollers, like Arduino, Raspberry Pi, Esp32, Beaglebone, etc? Could those boards add even more functionality to CHDK? How?
waterwingz: Actually, there are quite a few successful projects out there using those little computers to control one or more Canon PowerShots running CHDK.
Basically anything that will support the necessary USB functionality to implement the PTP protocol and the CHDK extensions to the protocol. Applications like bookscanners, remote timelapse capture, photobooths, and multiple camera 3D image scanning.
reyalp: The webcams on this site are based Raspberry Pi’s using chdkptp to control CHDK cameras (chdkptp is a tool which I maintain that allows controlling CHDK cameras over USB from Linux and Windows).
One of the firsts tests with a full rig (72 cameras) shooting at same time. By nafraf, licensed under CC BY-NC 2.0.
A simple test to show the detail of a segment of the rig, how the cameras were mounted and their response after sending the turn off command using chdkptp. By nafraf, licensed under CC BY-NC 2.0.
Do you developers have time to play with CHDK? What are your preferred use?
waterwingz: There are a ton of features in CHDK and I’ve had fun playing with most of them. But for me, it’s mostly about Lua scripting when I’m actually using CHDK.
blackhole: Unfortunately my real life does not allow me to play with CHDK as much as I want.
My favorite use is when popularizing astronomy among children. It is a priceless experience when you see the glow in their eyes when they see the image of the planet they have taken themselves. For me, this is the highest value of CHDK.
reyalp: I use CHDK raw for general shooting, and scripts to do timelapse.
I’ve used motion detection for lightning and fireworks.
I also do some lo-fi astrophotography using CHDK scripts to take lots of exposures to guide and stack in software.
But what I do most is take test shots of my desk while working on the code ;)
reayalp’s desk, by reyalp, licensed under CC BY-NC 2.0.
When did you joined CHDK as a developer? Why? What is your background? What is your role?
waterwingz: July 2010 according to the records on the CHDK forum. But it seems like it was only nine years ago.
I got started because it combined two of my hobbies - computers and cameras.
Since then I’ve ported several cameras, contributed some original code, helped fix some bugs, coded many scripts, written a lot of documentation on the wiki, and helped a few newbies on the CHDK forum.
philmoz: I started with the G12 port in November 2010.
I’ve been a software developer for nearly 40 years and like waterwingz, photography is a hobby. CHDK looked like fun and I wanted something to keep me programming - my day job was more management than development.
I was pretty active until 2016, when real-life got in the way.
I now do mobile app development full time, so don’t spend much time on CHDK coding these days.
blackhole: I joined in August 2010.
Prior to that I was just reading the forum as a guest and using CHDK on the old A530 and A590 cameras. At that time I was looking for a better solution for cheap-modified webcams, which were then popular in amateur astronomy. The logical solution was to switch to something cheap with a CCD sensor, so the decision fell on Canon cameras and CHDK.
I became interested in the programming, so I started to collect knowledge on the forum and in the end I made my first port.
reyalp: Around 2008, I happened to get a Canon A540 and google “firmware hack” or something like that just for kicks. I had a background in C and assembly, and a somewhat neglected interest in photography going back to film days, so it seemed like a fun thing to play with.
For me, CHDK development was a nice change of pace, a throwback to the early PC days where if you want to draw something, you write directly to video memory instead of going through a bunch of APIs.
As people came and went from the project I somehow ended up being the chief cat herder.
nafraf: I started in June 2012. My first port was A810. I was using CHDK for a multi camera project and it was difficult to find ports of recent cameras.
With CHDK, the exposure time and ISO values can change in 1/96 EV steps. The first part of this video was made using a standard timer with exposure changes of 1/3 EV steps. The second part was made using script isoinc.lua, no post-processing. By c_joerg, licensed under CC BY-NC 2.0.
Is there anything that you would like to add?
waterwingz: Getting involved in CHDK is a bit of a trap. Once you get in, your free time just disappears. But it can be a lot of fun!
philmoz: The people who have worked on CHDK over the years are an amazingly talented, fun, and helpful group. I have learned a lot from this project and really appreciate the willingness to help, and assistance I’ve received.
reyalp: I’d like to thank all the people who have contributed over the years, and Canon for turning a blind eye to it for so long.
blackhole: CHDK is a very fun and creative project. I invite all photographers and programmers to join us and express their creativity through this project and share their experiences with us. In the end, I would like to thank the entire CHDK community for a pleasant companionship for the last ten years.
nafraf: Thanks to all people involved with this project. I have learned a lot during these years.
This video was created by changing the zoom levels between 24mm and 1200mm (35mm). For each zoom level, 2 images were taken at a time. The camera was a Canon SX50 with 200 zoom levels and CHDK. A special script was used. By c_joerg, licensed under CC BY-NC 2.0.
Thank You CHDK devs!
I want to thank CHDK devs again for taking the time and being patient enough to chat with us, as well as sharing images of their CHDK use!
I also want to thank CHDK users Garry George, Peter Laudanski, Andrew Hazelden, c_joerg, and keoeeit for having kindly shared some images and answered questions about how they shoot them!
Finally, I want to thank Pixls members paperdigits and afre for their invaluable support, without which this interview wouldn’t have been possible.
This year the meeting will be May 29 to June 2 in Saarbrücken, Germany.
This is extra exciting because Saarbrücken is centrally located enough that we should have a nice representation from projects and community members.
Members of both RawTherapee and darktable live nearby and will be in attendance (along with others from those projects and many others).
I’m hoping to have a good representation this year, so first and foremost - please, please consider participating by giving a presentation, leading a workshop, or even a quick lightning talk!
The Call for Participation page is here:
I will make myself available to help in any way I can. If you want a hand with the presentation, design, graphics or whatever please feel free to ping me (also - remember that we try to archive all of our presentations and material in our Github repo so you can grab any of the assets from there as well)!
This is a great opportunity to spread the word about what we’re up to and the many, many awesome projects everyone has created, maintained, and contributed to for Free Software photography.
The deadline for submittal is coming up on January 15th! If you think you’d like to present or host a workshop please submit as soon as possible.
I am particularly excited about this meeting because a) I don’t get to attend every year so this is the first time I’m able to make it in a few years, and b) this is a great opportunity to really get a bunch of community members to come together!
Saarbrücken is on the high-speed rail network so it’s readily accessible from many places (now you have less excuses to not make it).
GIMP, darktable, and others all getting together in LGM/London!
I love hanging out with y’all.
It’s great to nerd out about photography and catch up.
Sometimes it really helps to be able to speak face-to-face and this is the perfect opportunity to also be exposed to all manner of other Free Software projects (or to expose ourselves to others?).
Besides, how else am I going to capture some fun photos of y’all?
We have a few things planned for sure at the meeting and you’re going to be really sad if you miss them by not coming!
PIXLS.US BoF (Birds of a Feather) This is a special session set aside for a couple of hours for the entire community to get together and chat about what’s going on, what we’d like to do, and what’s coming up.
Photowalk I’ve been doing photowalks every year that I’ve been because this is almost the ultimate way for me to spend time with folks (unless we can do a beer drinking photowalk all at the same time…).
PIXLS.US Presentation/Update I’ll (We’ll? Anyone from the community is more than welcome to help me present on this) present on the community and what we’ve done so far and what we’d like to accomplish moving forward.
This is our primary way of reporting out to the wider community who we are and what we’re doing.
State of the LGM This is a couple of slides that are included at the beginning of the program giving an overview of the state of the entire libre graphics ecosystem.
I really, really, really want to be able to add to this list with other presentations (or lightning talks, etc) that the community will give! I may even submit a couple of presentations to talk not just about the community but maybe about our technical work coordinating the forum and providing services for the projects (as well as invite other related projects to come join us).
We can make this an incredible and memorable meeting with a fantastic opportunity to meet friends in person and have a wonderful time!
Over on my personal website I decided to stop using third party trackers and assets to keep from exposing visitors to unintended tracking.
Third party assets expose a user to being tracked and analyzed by those third (or fourth, or more) parties and honestly this is something the web could use a little (lot) less of.
I loved having stats early on when we started this crazy idea for a community and as I mentioned on my blog post, it’s a Faustian bargain to get stats at the expense of allowing Google to track what all the users of the site are doing.
No thanks.
I figure it’s the eve of a new year so why not start it out right and reduce the tracking footprint of the site?
This all started by noticing that some new browser feature strips referer information from requests (thanks @darix) and we were using them to target specific areas of websites that we manage comments for.
It came to my attention when I was reading the release announcement for digiKam 6.0.0 beta 3.
While fixing that problem, I found that once we fixed the referer requirement problem I was still seeing issues with Privacy Badger blocking our embed code.
On further inspection it boiled down to using Google Analytics on our base domain (pixls.us) and having a cookie set by Google, which then got sent with embed requests from other websites (digiKam and darktable).
This triggered the heuristic blocking by Privacy Badger.
Honestly, we derive very little value from the analytics for the price (privacy) we pay to use it.
Better to simply remove it.
We still do analytics but we own the stack ourselves (thank you so much andabata!).
If you want to block our own analytics the domain is: piwik.pixls.us.