Sunday, October 30, 2011

Amazing Techniques for Background Masking in Photoshop

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In this article, we’ll explore five different methods to isolate objects in photoshop. As you follow this tutorial, you’ll gain a how-to explanation for each technique. You’ll also get the stats on how long each method takes, and my opinions as to when each method is most appropriate. So, why not have a try...
 
The methods I’ll demonstrate include:
  • Using Photoshop’s Magic Eraser tool
  • Using Photoshop’s Background Eraser tool
  • Using the Extract command
  • Using Quick Mask mode to make a selection and layer mask
  • Using the Pen Tool to make a selection and layer mask
Here’s the image I’ll be working with (the actual document is 800×600 pixels):
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I found a slightly wrinkled piece of white silky cloth and placed a stuffed animal on it. If you have control over the photography, a good rule of thumb is to try to provide a solid-colored background that contrasts with your object. (If I had a white object, I’d probably use a darker piece of cloth.) Of course, sometimes you just have to work with what you have. Don’t worry, though: some of the techniques we’ll discuss will work for any kind of photograph!
Do you have a photograph ready,and Photoshop open? Then, let’s get started with the Magic Eraser technique!

Technique 1: Using Photoshop’s Magic Eraser tool

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The Magic Eraser tool (hold down the Eraser icon in the toolbar to access it) allows you to erase pixels that are all the same color (or are a similar color). If you used the Magic Eraser tool at its strictest setting, and clicked on a part of the picture that was orange, every other pixel in the picture of that exact shade of orange would be erased. We’ll use the Magic Eraser tool to erase the whites and grays in this photo.
First, we’ll change a few of the tool settings. By increasing the Tolerance, the Magic Eraser tool will erase “similar” colors as well (whites/grays). By checking the “Contiguous” box, the Eraser tool will only grab pixels of similar colors that are next to each other — that way, I won’t accidentally erase the whites of the bee’s eyes.
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My first pass is set to a Tolerance of 72. I click outside of the bee, in the “white” area. After only one click, Photoshop erases most of the background in the picture — not bad! If the Tolerance is too high, you might inadvertently grab some bits of the object as well. If that’s the case, just Undo and try a slightly lower Tolerance level.
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For my next few passes, I set the Tolerance to 32, and use the Magic Eraser tool a few more times in the gray “shadow” areas. In the diagram below, the left image shows the shadow before I used the Magic Eraser. The right image shows how a bit more of the shadow is erased with a single click of the Magic Eraser!
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Unfortunately parts of the shadows are so dark that trying to use the Magic Eraser would end up erasing some of the black parts of the bee as well. So I stop using the Magic Eraser at about this point:
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From this point on, I switch to the “normal” Eraser tool and set it to Brush mode. I zoom in and erase the shadow portions by hand. I also create a new layer underneath this one, and fill it with red (or any other contrasting color) so that I can see the “smudges” that were missed by the Magic Eraser. Then, I use the Eraser tool to wipe those out as well.
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For the final touch, I add a drop shadow just to make the bee “pop out.”
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Here’s the summary:
Magic Eraser Technique:
  1. First pass using Magic Eraser Tool: 72 tolerance, contiguous, anti-aliased.
  2. Second pass using Magic Eraser Tool: 32 tolerance, other settings same.
  3. Used Eraser tool (brush mode) to clean up edges, stray pixels, and shadow area.

Technique 2: Using Photoshop’s Background Eraser tool

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The Background Eraser Tool (again, hold down the Eraser tool to access this option) is meant to be used along the edges of an object. The center of the brush determines which similar colors to erase. The Background Eraser Tool will also change the edges of an object slightly so that you don’t get a “color halo.” We’ll use the Background Eraser Tool to isolate and define the edges of the object, then erase the other pixels on the “outside.”
Before you progress very far with this procedure, open the History Palette and, in the left column, click on the state to which you’d want to revert if you needed to “clean up” later on. If you’re starting from scratch, this might be the only stage in the History Palette. In my case, I clicked on the state immediately before I started to use the Background Eraser (I got a little ahead of myself). We’ll refer to the state you choose as the “source” for the History Brush.
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The next step is to select the Background Eraser tool and choose a brush size that isn’t too big, but will comfortably allow you to outline the image.
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You’ll see a round cursor with a crosshair in the center. The important thing is to keep the crosshair from touching the actual object (if it does, the object will be erased). So, as you draw along the outside of the object, keep the crosshair just outside the object. You’ll see that the outside’s “similar colors” start to be erased.
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Continue around the entire object. You may notice that parts of the image get “eaten away.” Don’t worry, we’ll use the History Brush later to bring those parts back.
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Here’s the bee after I outlined it completely with the Background Eraser Tool:
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Now, let’s get rid of the rest of the background. Select the Magic Wand tool, set the Tolerance to 100, check the Contiguous box, and then click on the background.
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Most of the background should be selected:
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Go ahead and hit the Backspace key to delete the background. Use the Eraser tool to clean up any obvious stray pixels.
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Now, select the History Brush tool. The History Brush allows you to paint over the image and “restore” the parts you paint to the “original state” that you selected in the History Palette.
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Adjust the brush size of the History Brush as necessary for detail work. Then, start to clean up the inside edges of the object, being careful not to go outside those edges.
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Finally, I use my red background trick again to catch some of the stray background pixels, then use the Eraser tool to get rid of them.
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My final image, with drop shadow applied, looks like this:
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Here’s the summary:
Background Eraser Technique:
  1. Set source for the History Brush in the History Palette.
  2. Used Background Eraser Tool to outline the edge (2 minutes).
  3. Used the History Brush Tool to touch up parts of the object that had been erased (1:30 minutes).
  4. Used the Eraser Tool to clean up the stray background pixels (2:23 minutes).

Technique 3:Using the Extract command

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Now, let’s run the Filter > Extract command. (In earlier versions of Photoshop, this was located under the Image menu.)
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The Extract dialog box will appear. With the Brush tool selected, draw an outline around the object you wish to extract. The outline should overlap both the object and the background. Use a Brush size that is big enough for you to outline comfortably, but small enough to outline any details of the picture. (You may switch Brush sizes while you’re outlining.) The outline will be highlighted in the window.
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If you need to zoom in while you’re outlining, hold down the Space Bar to change the cursor temporarily to the “hand” icon. You can then click and drag to move around in the picture. Let go of the Space Bar when you’re ready to go back to drawing.
When you’ve completed the outline, change to the Paint Bucket tool.
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Fill the areas that you wish to “keep” with the paint bucket tool.
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Click the Preview button to see how the object appears when extracted.
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Here’s what my preview looks like. It’s good enough for my purposes, so I click “OK” to apply the Filter.
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Again, I use the History Brush to restore parts of the object that were erased or partially erased.
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And again, I use the Eraser Tool to get rid of stray pixels around the edges.
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Here’s the final picture (with drop-shadow applied):
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Extract Filter Technique:
  1. Set source for the History Brush in the History Palette.
  2. Use Filter > Extract command to outline, fill, and Extract object (1:45 minutes).
  3. Use the History Brush to restore parts of object (1:45 minutes).
  4. Use the Eraser Tool to clean up the edges (1:30 minutes).

Technique 4: Using Quick Mask mode to make a selection and layer mask



If you’ve never used Quick Mask mode in Photoshop, you’re missing out on a huge time-saver! Quick Mask mode lets you use brush, pencil, paint bucket, etc. tools to paint an “inverse selection” using shades of gray and black. (Black identifies parts that won’t be selected; gray identifies parts that, when selected, will have some level of transparency.) When you switch back to Normal mode, the “clear” parts of your Quick Mask are selected so that you can apply changes. We’ll use Quick Mask mode to paint the background of the image, then apply a Layer Mask to hide the background.
Click the Quick Mask icon in the tool palette to switch to Quick Mask mode.
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Using a fairly large brush, with the foreground color set to black, I’ll start to block out the background. You’ll notice that the masked areas in which you paint will turn pink.
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The large brush size allows me to color in the main areas of the background fairly quickly.
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I can then use smaller brushes to fill in the details around the edges.
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Eventually, I have the entire background colored in pink:
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Tip: You may change the foreground color to white if you want to “paint back” parts of the object.
Switch back to Normal Mode, and you’ll see the selection. Because everything that’s painted in is not selected, the final result is that the bee is selected.
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At this point, I click the Layer Mask icon at the bottom of the Layers Palette to create a layer mask, which essentially isolates the bee from the background.
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So, here’s the final picture:
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And in summary:
Quick Mask Technique:
  1. Switch to Quick Mask mode and paint everything you want to get rid of.
  2. Switch back to normal mode and use the resultant selection to make a Layer Mask.

Technique 5: Using the Pen Tool to make a selection and layer mask

My final technique will be to use the Pen Tool to create a path that outlines the object, then use the path to create a selection for a Layer Mask.
Choose the Pen Tool. In the horizontal options bar, make sure that “Paths,” not “Shape layer,” is selected. Then, start using the Pen Tool to create a path around the object. I find that it’s helpful to zoom in for greater detail.
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Here’s my completely outlined bee. You can see all the different points that I created using the Pen Tool, as well as the resultant path.
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Open the Paths palette and Ctrl-click (Command-click for Mac) on the path layer. This creates a selection from the path. In the diagram, you can see the dotted line that shows the selection.
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If you have a pretty solid-shaped object, you can skip the next step. Because I have a fuzzy, plush object, I’m going to feather my selection slightly so that the edges will be a little blurred. I choose Select > Feather and make a Feather Radius of 1 pixel.
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Finally, I click the Layer Mask icon in the Layers palette to create a layer mask from my selection. This hides the background and isolates the bee.
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Here’s the final picture:
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In summary:
Pen Tool Technique:
  1. Use the Pen Tool (set to “Paths,” not “Shape Layer”) to create an outline of the object.
  2. Ctrl-click (Command-click for Mac) the path layer to make a selection.
  3. Use the selection to create a layer mask.
Hope you can learn something new from this tutorial.
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Reference: blogs.sitepoint

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