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Switching to Capture One Pro

NOTE: This article discusses an outdated version of Capture One. To learn more about our latest version, click here.

For the past 6 months, I’ve been using Capture One Pro by Phase One as my RAW converter and image editing software. In this article, I am going to share How I switch from Lightroom to Capture One Pro. I won’t cover Why as many others have already covered this topic (see resource links at end).

With a long career in IT as my background, I put together a transition plan to assist me in moving to Capture One Pro. I’ve simplified the transition plan down to 4 Transition Stages and 2 Post-Transition Activities to help others interested in switching to Capture One Pro.

Disclosure: Since I am a Windows PC user (Microsoft Surface Book and Surface Studio computers), all my workspaces, keyboards shortcuts, etc. reference the Windows version of Capture One Pro.

Stage 1 – Mapping Out Workflow

My process began by reviewing my existing workflow (Figure 1) with the workflow pipeline Sascha Erni covers in his book: Capture One Pro 9:  Mastering Raw Development, Image Processing, and Asset Management (Figure 2).

Figure 1 – My high-level view workflow mapped to Lightroom Modules

Figure 1 – My high-level view workflow mapped to Lightroom Modules

Figure 2 - Overview of Sascha Erni's workflow pipeline using Capture One

Figure 2 – Overview of Sascha Erni’s workflow pipeline using Capture One

With a high-level alignment of workflows, I decided to follow Sascha’s detailed workflow pipeline as my Capture One Pro workflow.

Before setting up the Capture One Pro catalog, importing images, and beginning to process the images, I wanted to make sure my Lightroom catalog was in order. I didn’t have to do anything with my raw images because I was going to use my established raw file structure and location.

Stage 2 – Clean Up (Catalog Images, Keywords, Collections, and Metadata)

With almost 10 years of Lightroom usage and significant development in my photographic knowledge, I took advantage of this change to revisit my Lightroom image catalog and clean it up before switching.

Catalog Images

I separated out 9 years’ worth of my family and son’s soccer photos to their own Lightroom catalogs and chose not to bring them into COP. Instead I would only bring over to Capture One Pro my fine art landscape, travel and street photographs.

Keywords

They have never been a strength of mine and my keyword list showed it. There wasn’t any structure to my keywords, inconsistency in keywords usage, redundant words, and misspelled keywords.  Within Lightroom, I eliminated all unused keywords, fixed spelling errors, removed duplicates, and set up a hierarchical keyword structure based on Who, What, Where, When, Why, and How. I exported the resultant keywords to a text file. With a text editor, I separated it into individual Keyword Library files to be imported into Capture One Pro (Figure 3) during Stage 3.

Figure 3 - My Keyword Libraries

Figure 3 – My Keyword Libraries

Collections

I cleaned up my Lightroom collections – rearranging and putting in place a simpler organization that I’d carry forward within Capture One Pro.  I arranged my collections in these groupings: Trips, Workshops, Deerfield Beach, Copyright, Portfolio, Prints, and Misc.

Metadata

The last clean-up activity within Lightroom was to make sure all metadata had been saved to xmp files (Ctrl+S). Using Lightroom’s Metadata Status Library Filter, I kept saving metadata to the sidecar files until the status ‘has been changed’ showed zero.

With my Lightroom catalog in order, it was time to configure and customize Capture One Pro.

Stage 3 – Configure and Customize Capture One Pro

Because I had been using Lightroom and its catalog structure, I decided Capture One Pro’s catalog would be my primary file organization structure. I set up a catalog, created user collections to match those established during Stage 2, and imported my keyword libraries. With a common foundation configured in Capture One Pro, it was time to customize Capture One Pro to help me easily transition.

Like learning a second language, you initially translate between the two languages. The same happened for me as I moved from Lightroom to Capture One Pro – I needed to learn the new Capture One Pro “language” compared to Lightroom’s “language”. Capture One Pro’s flexible user interface facilitated the translation by allowing me to create my own workspace. I set up a workspace that enabled me to mimic my Lightroom workflow as much as possible (Figure 4).

Figure 4 - My Lightroom-like workspace and workflow map

Figure 4 – My Lightroom-like workspace and workflow map

I arranged the Tool Tabs (columns depicted a Tab) with the Tools listed within each Tab/column. I color-coded them to show their equivalent Lightroom Module – assisting my transition.  My workflow went from left to right column and from top to bottom within each column. I moved Tool Tabs to the right side as most of Lightroom’s tools are located on the right side (Figure 5).

Figure 5 - My Lightroom workspace

Figure 5 – My Lightroom workspace

Since keyboard shortcuts are completely customizable within Capture One Pro, I printed out both Lightroom’s and Capture One Pro’s default keyboard shortcuts, created a tabular cheat sheet and began customizing Capture One Pro’s shortcuts to mimic Lightroom’s shortcuts. Testing them along the way, I settled on my own custom keyboards shortcuts for Windows (Figure 6).

Now I was ready to begin importing images and using Capture One Pro to process my photos.

Figure 6 - My keyboard shortcut list for Windows

Figure 6 – My keyboard shortcut list for Windows

Stage 4 – Importing and Processing Images

I had decided early on not to move all my existing images to Capture One Pro but instead (a) all new images would go directly into Capture One Pro catalog and (b) over time I would move existing Lightroom images into the Capture One Pro catalog when I worked on them. While this might not be a clean-cut shift away from Lightroom, I felt it was the right approach for me. I wanted to really focus using Capture One Pro on my new photos and not risk previous processing work.

With new images, I followed my workflow for import, selection, process, and output.

When transferring existing Lightroom images to Capture One Pro, I performed the following tasks:

Within Lightroom:

  • Create a new collection of images to be moved into Capture One Pro
  • Confirm Keywords and Metadata are correct
  • Export all Lightroom virtual copies and processed images as a TIFF appending ‘Lightroom’ to its filename, then import into the new collection
  • Export the new collection as a ‘new’ Lightroom catalog that I’ll use for importing into Capture One Pro (I don’t include the negative files since I’ve kept the same raw file structure and location)
  • Backup ‘old’ Lightroom catalog and open ‘new’ Lightroom catalog
  • Verify images I want to import into Capture One Pro are part of the ‘new’ Lightroom catalog
  • Backup up the ‘new’ Lightroom catalogs while existing Lightroom

Within Capture One Pro:

  • Open Capture One Pro and import the ‘new’ Lightroom catalog into it
  • Verify all images were imported into the Capture One Pro catalog
  • Confirm and cleanup keyword and/or metadata that might not have transferred correctly
  • Align images to appropriate Capture One Pro user collections
  • Backup Capture One Pro catalog

Once I confirmed the images were in Capture One Pro and backed up, I’d remove them from my ‘old’ Lightroom catalog and delete the ‘new’ Lightroom catalog and collection created for importing to Capture One Pro.  Sometimes I have to reset the image adjustments in Capture One Pro if all of my Lightroom adjustments didn’t transfer adequately or the image doesn’t look good.

Now that I’m using Capture One Pro for all new photos, I continue to do the following two activities:

Continuous Education

While using Capture One Pro, I continue to attend Phase One Webinars, re-watch older tutorials and webinars, monitor the Phase One Blog, re-visit Sascha Enri’s book, and seek out other Capture One Pro users for more tips, tricks, and insights. At the bottom of the article, I have links to resources I found helpful in my education and transition to Capture One Pro.

Working on images and continuously learning about Capture One Pro, helps me identify ways to refine and update my workflow.

Refine and Update Workflow

As I become comfortable with Capture One Pro, I make minor tweaks to my workflow and enhancements to my workspace. In January, after upgrading to Capture One Pro 10 and attending the new Webinars, I updated my workflow map and tool tab layout to reflect my Capture One Pro workflow.

Figure 7 and 8 show my latest workflow and workspace.

Figure 7 - My Capture One Pro 10 workflow

Figure 7 – My Capture One Pro 10 workflow

Figure 8 - My Capture One Pro workspace

Figure 8 – My Capture One Pro workspace

Summary

I am very pleased that I switched to Capture One Pro. I did not find Capture One hard to learn – the Webinar and Tutorials put out by the Phase One team are brilliant and extremely helpful.  These webinars were the tipping point for me – enabling me to transition to Capture One Pro. Sascha Enri’s book has been invaluable. My copy is filled with highlights, scribbles, and tab markers while sitting next to my computer.

You can download:

  • The workspace overview PDF [here] and workspace (for Windows) [here]
  • The windows keyboard shortcut overview PDF [here] and keyboard shortcut list (for Windows) [here]

For windows users:  copy workspace xml file to:

{drive:\Users\username\AppData\Local\CaptureOne\Workspaces}

and copy the keyboard xml file to:

{drive:\Users\username\AppData\Local\CaptureOne\CustomCommands}

Before you switch over to Capture One, I highly recommend you check out these resource links.

Resource Links:

Cameron Davidson Blog has a big list of links relative to Capture One

My Playlist of Capture One videos worth watching

Capture One Training and Support:

Capture One Pro Learning Hub

Book

Capture One Pro 9: Mastering Raw Development, Image Processing, and Asset Management by Sascha Enri

Blogs, Podcasts, and other Tips

Capture One Blog

Bob DeLellis – check out his YouTube video

Image Alchemist

Martin Bailey

Cameron Davidson (http://camerondavidson.com)

Presets & Styles:

Hdr-photographer.com

Image Alchemist

Capture One Styles

COPStyles

Digital Transitions

 

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Workspace: Personal

Nearly everyone has their own take on the “perfect” workspace and so far, I am sure this blog series has demonstrated that.

My changes to the default workspace are simple, but enough for me to be able to navigate in a way that I think is more logical.

Here are my recommended steps:

  • Remove the Capture tool tab as I rarely shoot tethered (simply right-click on the Tab and choose Remove XXX tab)
  • I always adjust Exposure and White balance first, so I move the Exposure tool tab in before the Color tool tab. If you hover over the Tool Tabs, a tool tip shows you need to press the modifier key to move them.  For the Mac, it’s a Cmd and drag.
  • In the Exposure tool tab, I add the White Balance tool by right-clicking on the tab and choosing Add Tool.
  • Next, I rearrange the order of tools in the Exposure tool tab to what you see in the screen grab.

Other than that, I am pretty much on the default. I quite often hide the Viewer Labels (View>Hide Viewer Labels) as I find them distracting. The Labels are the metadata indicators at the bottom of the image in the viewer.

Finally, I tend to have Proof View turned on (circled in the screen shot) as I like a little more space around the image for viewing.

David's Default Workspace

Download my Workspace

Mac:

Download my workspace for Mac here.

To install it, follow these simple steps:

  • Close Capture One Pro (if open)
  • Open Finder
  • Open the ‘Go to Folder…’ dialog (CMD + Shift + G)
  • Insert path: ~/Library/Application Support/Capture One/
  • Click ‘Go’
    • If you previously have created a custom workspace, go to ‘Workspaces’ folder.
    • If not, create a new folder and name it ‘Workspaces’.
  • Copy workspace file (.plist) to this folder
  • Start Capture One Pro
  • Select the new workspace from Window -> Workspace…
Windows:

Download my workspace for Windows here.

To install it, follow these simple steps:

  • Close Capture One Pro (if open)
  • Open Explorer
  • Go to /*user*/AppData/Local/CaptureOne/
    • If you previously have created a custom workspace, go to ‘Workspaces’ folder.
    • If not, create a new folder and name it ‘Workspaces’.
  • Copy workspace file (.xml) to this folder
  • Start Capture One Pro
  • Select the new workspace from Window -> Workspace…

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Workspace: Wedding

My wedding workflow is all about fine-tuning individual images and copying adjustments across many images. Capture One Pro offers the full range of tools in the default workspace, which can be overwhelming. Removing unwanted tools from the workspace helps ease the eye and strengthen focus. Re-designing the interface and assigning custom keyboard shortcuts also have their benefits.

Tools

  1.  The first thing I would remove for a wedding workspace is the Capture Tab. You don’t shoot tethered, so why have it take up space? Right Click > Remove Capture Tab.
  2.  Remove histogram from Exposure tab. It’s already present in Color Tab, and I don’t need it both places. In fact, clean up by removing all tools you don’t expect to use. For e.g. LCC Tool.
  3.  Move White Balance from Color Tab to Exposure Tab. I use that along with the other exposure tools all the time in wedding editing.
  4.  Create a custom tool tab; right click a tool tab > Add Tool Tab > Custom Tool Tab. Fill this up with three Color Balance Tools, allowing you to have Shadow, Midtone and Highlight open at the same time. Remove the original Color Balance Tool from Color Tab.

Keyboard shortcuts

My single most used custom keyboard shortcut is for the viewer:

Cmd + 1: Toggle Proof Margin – I often like to have some space around my image. I have changed this to 70 pixels in the Preferences.

The rest are memorized default shortcuts, mostly for cursor tools and copy/apply. 

Interface

Hiding viewer labels and the viewer toolbar quickly cleans up the workspace. In fact, I also hide the general Toolbar as well as Browser Toolbar (remember to memorize keyboard shortcuts, otherwise this might be tricky). The browser is to the right. All of this is done from ‘View’.

I also change the viewer background to white. Having to evaluate exposure on many shots for a bright white dress needs a good reference when editing, and a pure white background with a proof margin simply works wonders. All this leaves me with a clean, effective workspace with plenty of room for the image in focus and relevant tools at hand.

Read more about a full wedding workflow in this blogpost.

Download my Workspace

Mac:

Download my workspace for Mac here.

Installation guide for Mac:

  • Close Capture One Pro (if open)
  • Open Finder
  • Open the ‘Go to Folder…’ dialog (CMD + Shift + G)
  • Insert path: ~/Library/Application Support/Capture One/
  • Click ‘Go’
    • If you previously have created a custom workspace, go to ‘Workspaces’ folder.
    • If not, create a new folder and name it ‘Workspaces’.
  • Copy workspace file (.plist) to this folder
  • Start Capture One Pro
  • Select the new workspace from Window -> Workspace…
Windows: 

Download my workspace for Windows here.

Installation guide for Windows:

  • Close Capture One Pro (if open)
  • Open Explorer
  • Go to /*user*/AppData/Local/CaptureOne/
    • If you previously have created a custom workspace, go to ‘Workspaces’ folder.
    • If not, create a new folder and name it ‘Workspaces’.
  • Copy workspace file (.xml) to this folder
  • Start Capture One Pro
  • Select the new workspace from Window -> Workspace…

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Workspace: Portrait

I have always photographed a lot of people, and usually tethered to the computer. My workflow revolves around setting up quickly for tethered shooting, and then afterwards rating and color grading.

By default, Capture One Pro is set up so the most commonly used tools are visible. When you get deeper into Capture One Pro, you’ll start to realize that there are some tools you never use, or at least very rarely use. Those unused tools are then simply clutter in the interface.

Capture One Pro is highly customizable when it comes to the user-interface. And when it comes to editing your images, there are usually several ways to approach the same result. When you know which tools you use most, all others can potentially be removed.

I have customized my own workspace, as you can see in the screenshot below. The keen eye will notice that the top tool bar has been modified quite a bit. I have also added another Tool Tab, using the Quick Tool Tab icon for easy recognition

Top Toolbar

I added the Focus Mask, Copy/Apply Adjustments, and Preferences, and reorganized to suit my needs. I am a big fan of the Focus Mask, which is a deeply integrated part of my rating workflow.

The double arrow Copy/Apply Adjustments makes the Copy/Apply even faster, as it does both operations at the same time. Using the Shift-key will apply all copied settings immediately.

The Preferences tool is there to allow easy accessible adjustments of the threshold for the Focus Mask. Noise and pixel-count varies with different cameras and different ISO-sensitivities, and that affects the Focus Mask, if not adjusted for with the Threshold.

Quick Tool Tab

I added a new Tool Tab to contain my most frequently used tools. Let’s go over why I added those particular tools, one by one:

Output Histogram: I use the Histogram to check general exposure and to keep highlights in the skin under control. When grading the image, the exposure can also be helpful to ensure a balanced adjustment. Sometimes I find myself lost after hours of looking at pictures and trying to find a nice look for each of them. In Capture One Pro there are many histograms, but this Histogram shows the final result.

White Balance: I use the White Balance tool as a first and basic grading tool. I push the images in the general direction I want.

Exposure: I use the four sliders to dial the rough tonal look of the image. Recently I have started using Brightness more. The underlying algorithm was changed in version 9, and gives a very nice creamy look when combined with matching underexposure.

High Dynamic Range: Sometimes the Exposure tool-changes can add a little too much shadow or highlight to the images. With this tool, I can recover what was lost, which basically limits my contrast changes to the wide midtones.

Clarity: I use the Clarity tool for one of two things in an image containing skin. Either a smoothing effect or as a micro-contrast enhancer. When smoothing, I use negative values, which gives the skin a much smoother look requiring less retouch afterward. However, the loss of contrast can be too much. On beauty shots, I tend to use positive values. That causes the skin to have more local contrast and enhances the lines of the face. It does inherently make the skin a bit rougher, so techniques such as Dodge and Burn are needed to complete the look.

Color Editor: If I have localized colors I want to change, I use the Color Editor. Depending on what tab you are working in, it provides very fine and precise control over a given color.

Setting up the general appearance

I always set my background to medium grey or even a tad lighter when adjusting images. While a black background makes the interface a bit easier on the eyes for long durations, you tend to edit low key images to dark, if the Viewer is also very dark, and vice versa of course.

I also change my Selection and Mask Color away from the default. My selection square (Selected Variant Color) in the Browser is a nice Phase One blue-ish. I like shooting high-key images, and thus the white selection border can be quite confusing, as you can have trouble seeing it.

I’ve changed the Mask Color away from a usual skin-tone (like red or yellow) to a contrasting color to more easily see where I am drawing a mask. This especially useful around lips or reddish skin.

Session Templates

Lastly, I want to show what I do in the studio when starting a new session for a particular shoot. I have always used Sessions, as it fits nicely with my job-to-job workflow. Typically, I just put the Session and its images on the backup when delivered, and then forget about them.

Capture One Pro can use templates for easy setup of things like Next Capture Naming. I use a template that, among other things, configures my Session to use the Session Name and a 4-digit counter. I find repetitive work demoralizing, so using the Session Templates helps me focus on being creative on set, and not stuck with tedious, repetitive tasks.

When you want to save a Template, simply configure a Session as you want it, and then go File > Save as Template.

When creating a new Session, just select the Template from the dropdown.

Rating

Lastly I want to give an insight into my rating-workflow. I usually have hundreds, and sometimes even thousands of pictures after a day’s shoot. There are of course the usual dividers such as different looks, clothing, light setups and such; but choosing a single image out 50-80 pictures is a daunting task.

I use multiple iterations of rating, and iteration has a different theme, so that fewer and fewer images are left to choose from. I use the Filters tool to only show me the images I want.

Initial rating between 1 and 2 stars: For the first iteration, my only concern is the model’s facial expression. I spend no more than half a second looking at each, and if I don’t like it within that half a second, it gets a 1 star rating. If I do like it, it gets a 2-star rating.

Rating for 3 stars: This iteration is always camera focus. I use the Focus Mask to establish if the image in sharp enough for the client, and that focus is in the right place. If it is, it gets a 3-star rating, the un-sharp images are left untouched.

Rating for 4 stars: For this iteration, I take a deeper look at the image. I look at things like pose, composition, lighting etc. The ones that are good enough get 4 stars, other are left untouched. At this point I usually send a Web Contact sheet to the client, asking them to choose what pictures they want. I can have peace of mind knowing that whatever they choose is sharp and works in terms of pose and light.

Rating for 5 stars: For this iteration, I enter the selects from the client into Capture One Pro. There is no need to manually find the images one by one in the Browser, as Capture One Pro has a tool for auto-selection from a text list. You can find that in Edit > Select By > Filename List.

This flow does take a bit of time; however, you have a rating history and can easily select more images for the client from the 3 star rated images without having to redo your rating. It also makes it easy to find images you might have overlooked in your first iteration, as those will have no star rating.

I hope this blog inspires you on ways to customize Capture One Pro specifically to your needs.

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