ADOBE PHOTOSHOP LIGHTROOM 5 - QUICK START GUIDE ADOBE PHOTOSHOP LIGHTROOM 5 QUICK START GUIDE. Victoria Bampton

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1 ADOBE PHOTOSHOP LIGHTROOM 5 QUICK START GUIDE Victoria Bampton 1

2 LEGAL NOTICE: 2013 Victoria Bampton. All rights reserved This ebook is available for free download from Adobe, the Adobe logo, Lightroom, and Photoshop are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. THIS PRODUCT IS NOT ENDORSED OR SPONSORED BY ADOBE SYSTEMS INCORPORATED, PUBLISHER OF ADOBE PHOTOSHOP LIGHTROOM. All other trademarks are the property of their respective owners. The information contained within this ebook is given in good faith and is believed to be accurate, appropriate and reliable at the time it is given, but is provided without any warranty of accuracy, appropriateness or reliability. The author does not accept any liability or responsibility for any loss suffered from the reader s use of the advice, recommendation, information, assistance or service, to the extent available by law. 2

3 TABLE OF CONTENTS TABLE OF CONTENTS 3 INTRODUCTION 4 BEFORE YOU START 5 BASIC LIGHTROOM WORKFLOW 8 INSTALLING LIGHTROOM 10 GETTING PHOTOS INTO LIGHTROOM 15 BACKING UP LIGHTROOM 23 THE LIGHTROOM WORKSPACE 26 VIEWING YOUR PHOTOS IN LIGHTROOM 30 SELECTING THE BEST PHOTOS 38 ADDING METADATA TO YOUR BEST PHOTOS 43 FINDING AND FILTERING YOUR PHOTOS 48 EDITING THE BEST PHOTOS 51 FURTHER EDITING IN OTHER PROGRAMS 67 YOUR FINISHED PHOTOS 70 CONGRATULATIONS, YOU RE NOW A LIGHTROOM USER! 75 3

4 INTRODUCTION WHAT IS A CATALOG? All of the information about your photos is stored as text in a database. This is called a Lightroom Catalog. In a library of books, the library catalog doesn t contain the books themselves, but a record of where to find each book and information about it. Similarly, Lightroom s catalog records where to find the photo on the hard drive and stores information about that photo, but it doesn t contain the photo itself. Lightroom also keeps small previews of the photos, like a library catalog may keep a photo of the book s cover. Lightroom is an image management and editing program designed especially for photographers. It guides you through your workflow, including organizing, editing, and sharing your digital images and videos. It s designed around a database, rather than a file browser, so it keeps a record of the files even when the original photos are offline. That also makes it quick to search and find photos. Lightroom s Develop module is a non-destructive, parametric editor. That simply means that your edits are saved as text instructions, rather than being applied to the pixels themselves, so it doesn t degrade the original image data. You can experiment without fear. This Quick Start Guide is designed to guide you through a simple Lightroom workflow. It ll give you a taste of what Lightroom can do, and help you to feel comfortable using Lightroom to manage your photos, while avoiding the most frequent problems. We re not going to cover every tool, button, slider and checkbox, and we re not going to cover all the possible variations in workflow. If we did, it would fill hundreds of pages and then it wouldn t be a getting started guide! You ll find detailed information in the Help documentation provided by Adobe at and in books such as my own book, Adobe Photoshop Lightroom 5 - The Missing FAQ, available from and online bookstores. I hope you find the information useful. Now let s get started... 4

5 BEFORE YOU START Before you start importing your photos into Lightroom, you have a couple of decisions to make. Making them now will save a lot of unnecessary work later. First, you need to decide where to store your catalog and photos on your computer. And then it s useful, but not essential, to decide on your folder structure and file naming. In a recent poll, folder structure was the main thing Lightroom users wished they d understood when they started. WHERE WILL YOU STORE YOUR CATALOG? Because Lightroom is a non-destructive editor and cataloging program, all of the information about your photos and the changes you ve made within Lightroom are stored in Lightroom s catalog. DO I HAVE TO USE A CATALOG? Lightroom always creates a catalog, but you can add the files at their existing location, so it doesn t have to turn your existing workflow upside-down. It s also possible to write some of the settings into the files themselves, or sidecar files for proprietary raw files, using a metadata format called XMP. When you first start Lightroom, it ll ask you where to store the catalog and what to name it. By default, the catalog will be called Lightroom 5 Catalog.lrcat and it will be stored in your main Pictures folder. Next to the catalog, Lightroom will create a Previews folder (Windows) / file (Mac) called Lightroom 5 Catalog Previews.lrdata. The previews folder/file contains a small JPEG preview of all the photos you import, so it can grow very large. We ll select the location in the Installing Lightroom section on page

6 JUST ONE CATALOG? Lightroom is designed to manage all of your photos in a single catalog. It can t search across multiple catalogs or open multiple catalogs at the same time. Unless you have a really good reason for using multiple catalogs (for example, personal vs. work photos), try to stick to just one, and use folders and collections to separate different types of photography. CATALOGS VS. FILE BROWSERS Originally recorded using Lightroom 1, George Jardine s video remains one of the best explanations of using catalogs instead of browsing for files. If you have plenty of space on your boot drive (usually C:\ on Windows or Macintosh HD on Mac), then you could keep the catalog and previews in the default location, or you could select another drive. If you re not sure what to choose, Lightroom will use the default settings, and you can choose to move it later. Wherever you choose to store your catalog and previews, make a note of the catalog name and location you choose, as you ll need to ensure the catalog is backed up. WHERE WILL YOU STORE YOUR PHOTOS? Lightroom doesn t hide your photos away from you. They re kept as normal image files in folders on your hard drive, which you can also access using other software. We ll select the location in the Getting Photos Into Lightroom section on page 15. By default, Lightroom will copy your photos into the Pictures folder in your user account. If you already have an organized filing system, you can choose to leave the photos where they are, or you can choose another location, such as another hard drive. If you work on a laptop, or a desktop computer with a small boot drive, remember that your Pictures folder will fill up quickly, so you may want to store your photos on another internal drive or a mains-powered external drive instead of the default Pictures folder. It s best to keep all the folders of photos under a single parent folder (or one for each drive), rather than scattering the photos around your hard drives. It s easier to back up the photos if they re in one or two locations. As your collection of photos grows, you can easily expand onto additional hard drives. 6

7 HOW WILL YOU ORGANIZE YOUR PHOTOS INTO FOLDERS? Importing photos into Lightroom doesn t force you to rearrange them. If you already have a well thought out filing system, you can keep your existing folder structure. It s best not to duplicate photos in multiple folders we ll explore how to use keywords and collections to group similar photos. As far as Lightroom s concerned, your choice of folder structure doesn t make a lot of difference. Folders are just a place to store the photos, and you can use metadata/keywords to organize them. That said, you do need some level of organization to make it easy to back up your photos. Many people choose a date-based folder structure, with folders for days (or shoots) within folders for months, which in turn are in folders for years. HOW WILL YOU NAME YOUR PHOTOS? The main things to consider when naming your files is to make the names unique. File names direct from the camera may be repeated many times. For example, if your camera creates names like IMG_4857, once you ve taken 9999 photos, it will start counting again at If a file doesn t have a unique name, and it s accidentally moved to another folder, other photos could be overwritten. The date and time works well as a unique file name, for example, YYYYMMDD-HHMMSS (year month day hour minute second). If you prefer to keep to the camera file name, YYYYMMDDoriginal file number (and a camera code if you re shooting with more than one camera) can work well with a low risk of duplication. WHAT IS METADATA? Metadata is often defined as data describing data. As far as photos are concerned, metadata describes how the photo was taken (camera, shutter speed, aperture, lens, etc.), who took the photo (copyright) and descriptive data about the content of the photo (keywords, captions). Lightroom also stores all of your Develop edits as metadata, which means that it records your changes as a set of text instructions (i.e. Exposure +0.33, Highlights 30, Shadows +25, etc.) instead of applying them directly to the image data. That means you can change your mind later without degrading the image. You can rename the files at any time, as long as you do it within Lightroom, but doing it at the time of import means that any backups you make while importing will have the same names as the working files. 7

8 BASIC LIGHTROOM WORKFLOW We mentioned earlier that Lightroom guides you through a basic workflow, and we re going to follow its lead in this ebook. Here s a quick summary of the path you ll take... Capture Import Organize Think about your file format raw vs. JPEG Expose the photo correctly in the camera to produce the best quality Store photos in organized folders Consider renaming to a unique filename Apply basic metadata such as copyright and general keywords Apply any Develop presets as a starting point, such as a camera profile Build previews to save time later Browse through your photos Manage photos in folders Group photos into collections and stacks Add flags, star ratings and labels to identify your favorite photos Add additional metadata, such as keywords and map locations Search for photos using filters and smart collections Don t forget to back up the catalog as well as the photos themselves 8

9 Develop & Retouch Output Adjust tone & color Remove noise, sensor dust, sharpen and apply lens corrections Straighten & crop Apply effects, such as black & white or split tones Switch to Photoshop and other external editors for pixel based editing You can also create panoramic shots and HDR photos in external editors Create finished files in the size, format and color space of your choice your photos direct from Lightroom Print using your printer or save layouts to JPEG to print at a local print lab There are further output options which we won t consider in this Quick Start Guide, including: Use Export plug-ins to enhance your export, such as adding borders Design photo books, save them as PDF ebooks or have them printed by Blurb View slideshows and export them to video, PDF and JPEG formats Create web galleries to upload to your website Use Publish Services to synchronize with Flickr and other photo sharing websites or folders on your hard drive 9

10 INSTALLING LIGHTROOM Whether you re installing the trial for the first time, or you ve already purchased Lightroom, the installation and program are the same. Download the latest version from Adobe it s always the full program, so you can just download the trial from https://www.adobe.com/go/trylightroom/ MINIMUM SYSTEM REQUIREMENTS The minimum system requirements for installing Lightroom are: Windows Intel Pentium 4 or AMD Athlon 64 processor DirectX 10 capable or later graphics card Microsoft Windows 7 with Service Pack 1 or Windows 8 2GB of RAM (4GB minimum recommended) 2GB of available hard-disk space 1024x768 display Internet connection required for Internet-based services 10

11 MULTIPLE COMPUTERS Lightroom s license agreement is cross-platform (both Windows and Mac) and it allows the main user to use Lightroom on 2 computers as long as they re not in use at the same time, for example, a desktop and a laptop. Lightroom isn t designed to be used over a network. The Lightroom catalog needs to be stored on a locally attached drive (internal or external), and can only be used by one person at a time. The photos, however, can be stored on a network drive or NAS unit. There are options for using your catalog on multiple machines, such as between your desktop and laptop. Those options include: Export as Catalog and Import from Another Catalog to split/ merge smaller chunks of the catalog. Store your main catalog and photos on an external drive, and plug that drive into your chosen machine. Copy the catalog between devices, perhaps using software such as Dropbox, as long as you only use one copy of the catalog at a time and allow the software to finish synchronziing before switching machines. Mac Multicore Intel processor with 64-bit support (that s all Intel Macs apart from the original Core Duo) Mac OS X 10.7 (Lion) or 10.8 (Mountain Lion) 2GB of RAM (4GB minimum recommended) 2GB of available hard-disk space 1024x768 display Internet connection required for Internet-based services That is the minimum required in order to install Lightroom, but it is likely to walk rather than run on those specs! Lightroom does benefit from higher specification hardware. 11

12 INSTALLING LIGHTROOM ON A WINDOWS PC The Windows version comes with a standard installer, and is installed like all other Windows software. Figure 1 Double click on the exe file to start the installer. 1. Find the.exe file that you ve downloaded and double click to run it. By default, the download will be stored in your Downloads folder. 2. Double click the Lightroom_5_11.exe file to start the installer. The name of the file may vary slightly depending on the language version. 3. Follow the on screen instructions, and agree to the License Agreement. 4. Confirm that you want to install to the main Program Files folder and then on the final screen, press Install. Once it s completed, press Finish to close the installer. 5. Go to the desktop and look for the Lightroom 5 shortcut. Double click to open the application. Figure 3 Follow the on screen instructions to finish installing the software. Figure 4 Double click the shortcut on the desktop to launch Lightroom. Figure 2 Extract the files to your computer before letting the installer automatically run. 12

13 INSTALLING LIGHTROOM ON YOUR MAC To install the Mac version of Lightroom you must run the installer, instead of dragging an app into the Applications folder. 1. Find the.dmg file that you ve downloaded and double click to open it. By default, the download will be stored in your Downloads folder. 2. Double click the Adobe Photoshop Lightroom.pkg file to launch the installer. 3. Follow the on screen instructions, pressing Continue to move between screens, and agree to the License Agreement. 4. On the final screen, confirm that you want to install to the main Applications folder and press Install. 5. The installer will ask for your computer administrator password before installing. Once it s completed, press Close to close the installer. 6. Go to the Applications folder or Launchpad and look for Adobe Photoshop Lightroom 5. Double click to open the application. Figure 5 Double click on the dmg file to open it. Figure 6 Double click on the installer to run it. Figure 9 Double click on the app in the Applications folder to launch Figure 8 Confirm the install location (Macintosh HD/Applications by default) and then press Install. Figure 7 Press Continue to move through the installer screens. 13

14 OPENING LIGHTROOM FOR THE FIRST TIME Once Lightroom is installed, there are very few differences between the Windows and Mac versions, apart from the slightly different appearance. We ll carry on using the Mac version for screenshots, but where there are notable differences, we ll show both. 1. If you haven t used Lightroom before, it will ask to create a catalog, as we discussed on page 5. Press Continue to use the default location, or Choose a Different Destination to select another folder and catalog name. 2. Lightroom will then ask for your license key. If you re using the trial, simply select the I want to try option and press Finish. If you ve already purchased a serial number, press Next and enter it on the next screen. It s worth registering your software with Adobe too, as they will then keep a record of your serial number in case you lose it in future. 3. Lightroom s main interface will open with some initial tips in the center of the screen. Those tips and related yellow highlights will give you a quick guided tour of Lightroom. You can press Next to view the tips, or you can check the Turn Off Tips checkbox and click anywhere else on the screen to hide them. Figure 10 When you first open Lightroom, it asks whether you want to run as a trial or enter your serial number. Figure 11 Lightroom then asks where to store your new Lightroom catalog. Figure 12 Tips appear in the center of the screen, with yellow highlights. 14

15 GETTING PHOTOS INTO LIGHTROOM As Lightroom is based around a database, the first thing you ll need to do is add the information about your photos to Lightroom s database. This process is called Importing. Don t let that confuse you although it s called importing, the photos don t go into Lightroom. A better word to describe the process might be reference, link, or register. Just because you re importing photos into Lightroom doesn t mean you re tied in. Your photos are always accessible, the metadata can be written to the file in standardised formats that other software can understand (excluding Develop settings), and you can export the Developed photos to standardised formats if you ever decide to switch to other software. While you re importing the photos, Lightroom can copy or move the photos to a new location of your choice, but that s not required if the photos are already safely on your hard drive, Lightroom can reference them at their existing location. First we ll consider importing new photos from a memory card or camera, and then we ll look at adding your existing photos too. FILE FORMATS Most camera raw file formats are supported by Lightroom. You can check whether your camera s raw files are supported by visiting If your camera s newly released, you may need to wait for an update to support your camera. Lightroom can also import DNGs, JPEGs, TIFFs, PSD files saved with maximize compatibility, and PNG files. 15

16 The first thing you ll need to do is add the information about your photos to Lightroom s database. This process is called Importing but a better word to describe the process might be reference, link, or register. Figure 13 Photos are added to Lightroom s catalog using the Import dialog. 16

17 IMPORTING FROM A MEMORY CARD 1. Insert your memory card into the card reader or attach the camera to the computer. Card readers usually work more reliably with Lightroom than direct camera connections. 2. By default, the Import dialog shows automatically when inserting a memory card, but if it doesn t appear, press the Import button in the lower left corner of the Lightroom workspace. 3. In the Source panel, on the left hand side of the Import dialog, click on your memory card. If you only have a single device attached, it may be selected automatically. 4. Your photos will show as thumbnails in the central preview area. It s possible to view and uncheck photos in the Import dialog, but it s easier to sort through them in the Library module after import. 5. At the top of the Import dialog, select Copy. This will copy the photos from the memory card to your computer s hard drive. Move and Add will be disabled automatically when importing from a memory card. Figure 14 Select the memory card in the Source panel. 6. In the right hand panels, you decide how Lightroom should handle the photos as it imports them, including setting filenames and locations. Your photos will show as thumbnails in the central preview area. It s possible to view and uncheck photos in the Import dialog, but it s easier to sort through them in the Library module after import. Figure 15 import. You can uncheck photos you don t want to Figure 16 Select Copy at the top of the dialog, to copy the photos to your hard drive. 17

18 Figure 17 In the File Renaming panel, you can set a new file naming template, or you can leave it unchecked to retain the camera filename. 7. In the File handling panel, set the Render Previews pop-up to Standard. Once Lightroom s finished importing the photos, it will create previews to allow you to browse quickly. 8. Make sure the Don t import suspected duplicates checkbox is checked. It s not infallible but it helps avoid creating duplicates if you forget to reformat the card in the camera before shooting more photos. 9. Check the Make a Second Copy option and click on the file path to choose a location on another hard drive. Consider it only a temporary backup, and not a replacement for a proper backup system. We ll consider backups in more detail in the next section. 10. In the File Renaming panel, you can rename the photos as they re imported. How have you decided to name your files? In this example, we ll create a preset for a date/time based filename, but you can create a different filename template if you prefer. Check the Rename Photos checkbox, and then in the Template pop-up, select Edit. The Filename Template Editor dialog allows you to create a variety of file naming templates using tokens. In the Preset pop-up at the top,select the Date-Filename preset and then click in the white area below and delete the Filename token. Further down the dialog, in the Additional section, there s a pop-up of date/time based tokens. Select Hour from the pop-up and press Insert. Repeat for Minute and Second. The tokens at the top should now read Date (YYYYMMDD) Hour Minute Second. Finally, save it as a preset by selecting the Preset pop-up at the top of the dialog and choosing Save Current Settings as New Preset and giving it a name. Press Done to close the dialog, and check that your new preset is selected in the File Renaming panel. Figure 18 If you select Edit in the File Renaming panel, you ll see the Filename Template Editor. It uses tokens to build a filename structure of your choice. The date tokens are shown in the inset screenshot. 18

19 11. In the Apply During Import panel, Develop Settings allows you to apply a preset to all of the imported photos, but leave it set to None for now. You can use the Metadata option to add your copyright to the photos at the time of import, so that none are missed. In the Metadata pop-up, select New and you ll see the New Metadata Preset dialog. Give the preset a name such as Copyright Preset and enter your copyright information. Only checked fields will be saved. Press the Create button and your new preset will be selected in the Metadata pop-up in the Import dialog. In the Keywords section, you can add general keywords that apply to all of the photos, but we ll come back to adding specific keywords in the Library module. 12. Finally you need to set the Destination for the photos. Where did you decide to keep your photos on page 6? Navigate to that location in the Destination panel. PREVIEW SIZE Minimal & Embedded quick to import, but slow when viewing the photos Standard recommended default, takes time initially but much quicker when viewing the photos 1:1 select 1:1 size if you need to zoom in on every photo to check focus. Figure 19 In the File Handling panel, choose your preview size and temporary backup location. Figure 20 In the Apply During Import panel, add your copyright metadata. 19

20 13. How did you decide to organize your photos on page 7? The options at the top of the Destination dialog allow you to set the folder structure. The folders in italic preview the folder hierarchy that will be created by your import, so you can test different options to see what will happen. If you re not sure which to select, the settings shown in the screenshots are a good default. 14. That s a lot of preferences to set every time you want to import some photos! But that s not a problem, Lightroom will remember your last used settings, and you can keep additional sets of settings as presets. At the bottom of the Import dialog are the Import Presets. Select Save Current Settings as New Preset from the pop-up and give it a name such as Import from Card and press Create. In future, you can select that preset from the pop-up. 15. Finally, press the Import button. The Import dialog will close and the photos will start to appear in the Library module. They ll be grouped in a special collection in the Catalogs panel called Current Import/Previous Import, and they ll also show up in the Folders panel. Figure 22 Save your settings as a preset using the pop-up at the bottom of the dialog. Figure 21 Choose where to put the photos using the Destination panel. If you re not sure which folder structure to use, YYYY/MM/DD is a good default. Lightroom will remember your last used settings, and you can keep additional sets of settings as presets. 20

21 ADDING YOUR EXISTING PHOTOS As a keen photographer, you likely already have a large number of photos and videos stored on your hard drive. Those photos can also be imported into your Lightroom catalog, either at their current location or at a new location. Figure 23 Select your folders of existing photos using the Files section of the Source panel. 1. Open the Import dialog by pressing the Import button or by going to File menu > Import Photos & Video. Your hard drives are listed in the Files section of the Source panel. Navigate to the folder currently holding your photos. If you find a standard Windows or Mac dialog easier to use, click the large button above the Source panel and choose Other Source from the menu. 2. Select the folders containing your photos. If the photos are stored under a single folder, such as the Existing Photos folder in figure [x], you can select that folder and check the Include Subfolders checkbox above. If your photos are spread around multiple folders, hold down Ctrl (Windows) / Cmd (Mac) while clicking on multiple folders, or hold down Shift while clicking on the first and last folder in a series of consecutive folders. If you have thousands of photos to import, it can help to break the import into smaller chunks, for example, 10,000 at a time. 3. Do you want to leave the photos where they are, or copy/move them to a new location? Make your choice from the options at the top of the Import dialog. Select: Add if you like your existing folder structure and want to leave the photos where they are Move to let Lightroom move the photos to a new location that you ll set in the Destination panel Copy if you want to leave the original photos alone and create a copy in the location you choose in the Destination panel. You will need twice as much hard drive space if you choose this option, as you ll be duplicating all of your photos. 4. In the File Handling panel, decide which size previews to build immediately after import. Lightroom will need to build standard-sized previews before you can view the photos, but you may want to delay that process until a more convenient time if you re importing thousands of EXPLORE DNG Figure 24 To add your photos to Lightroom s catalog without moving them, select Add at the top of the dialog. Copy as DNG is one of the options at the top of the Import dialog. DNG is an openly documented raw file format. We won t go into it in detail in this Quick Start Guide, but it s a topic you might want to explore further. You can easily convert your files later in your workflow. 21

22 existing photos. If you choose Minimal now, you can build previews later by selecting the photos in the Library menu and selecting Library menu > Previews > Build Standard-Sized Previews. 5. Don t Import Suspected Duplicates is especially useful if you re moving photos to a new location while importing 6. If you ve set the import type to Add, your work is done just press Import and allow Lightroom to register all of the selected photos in the catalog. Figure 25 If you re importing a large number of photos, set Render Previews to Minimal and build them at a more convenient time. 7. If you ve chosen Move or Copy, you ll need to choose where to put the photos. Where did you decide to keep your photos on page 6? Navigate to that location in the Destination panel. 8. How did you decide to organize your photos on page 7? As in the Importing New Photos section, you set the folder structure using the Organize pop-up. The folders in italic preview the folder hierarchy that will be created by your import, so you can test different options to see what will happen. By Original Folders moves or copies the photos to your new location, but retains the existing folder structure. By Date creates a dated folder structure, using the Date Format of your choice. Into One Folder places the photos in a single folder. When importing all of your existing photos, it s usually best to skip this option. 9. Save your preset for next time, as in step 14 on page 20, and then press the Import button. Figure 26 If you choose to move/copy your existing photos, Lightroom can replicate your previous folder structure or create a new one. 22

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