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Videoscoping: Focussing Options
Created on 8 Jun 2003. Copyright Dr Chan Kai Soon.
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Like eliminating vignetting, trying to get a bird properly focussed is another major endeavour in videoscoing. Superficially, it seems getting the camcorder properly focussed onto the bird seems a simple and straight forward procedure. In actual fact, it can be difficult depending on the situation. In this section, I would attempt to describe the various methods of focussing and discuss the pros and cons, based on my observations and experience. I must say I do not have scientific proof or theoretical basis for some of the things I write but it does seem to work, at least for me using a Swarovski scope coupled to a SONY camcorder. In addition, I am not too sure whether what I write is applicable to digiscoping (i.e. with a digicam instead of with a camcorder). Most digicams have spot focus which is a really handy feature when it comes to focussing. I welcome any comments or corrections so that I can post them here. 

Before trying to attempt the various focussing methods discussed below, it is important to be thoroughly familiar with all the controls on the camcorder related to focussing, including the focussing ring, how to switch from auto to manual/macro/infinity focus and the menu structures etc. Preferably, you should be so familiar that you can select the focussing modes and perform focussing on the camcorder and scope without taking your eyes off the camcorder LCD. If you often videoscope under bright sunlight, an appropriate LCD shade would also be need. 

Some of my observations with regards to videoscoping: 

  1. When a camcorder is set to the macro mode, the bird appears smaller than that in infinity mode, even though the camcorder zoom remains the same. This finding leads to the next observation.
  2. When camcorder is in auto focus mode and already focussed onto a bird, turning the scope focussing ring towards the nearer focal distance increases the size of the bird as the camcorder refocus itself by changing its focus towards the infinity end of its zoom. However, the final focus becomes softer and softer. This again leads to the next observation.
  3. Difficulty in getting perfect focus when a camcorder is in infinity mode but depth of view appears longer. The final result is usually a 'softly' focussed bird.
  4. On the contrary, the sharpest focus is achieved when the camcorder is set to macro mode and final focussing is done by adjusting the scope focussing ring. However, focus is quickly lost when the camcorder zoom is changed even slightly. Hence it is more difficult to spot a bird into the LCD because the bird may be too out of focus to be recognizable.
  5. Camcorder auto focus seems to be biased towards brighter areas or nearer objects.
  6. Unable to focus when camcorder is in macro mode and a bird is too far away. Vice versa. Thus using the macro mode on the camcorder improves the close focussing distance of the whole setup. However, the camcorder may eventually focus onto dusts on the lens surface if the object being videoed does not provide enough contrast e.g. in an empty sky.
  7. Close focussing distance of the setup improves when the eyepiece is partially withdrawn from the scope body (possible only with scopes using astronomical eyepieces). This is probably a cumberome procedure but it is worth trying if you are desparate to get a bird that is too close for comfort!
  8. Depth of view is increased if the bird is nearer, a smaller camcorder aperture or camcorder zoom is used. Note added on 17 Jun 2003: An increased depth of view with closer birds seems to contradict optical principles (thanks to Bob for his comments, see link below). However, because a smaller camcorder zoom is required (and smaller zooms increases depth of view), the net effect in actual practice could well be an increased depth of view. Despite the long depth of view offered by distant birds, I do not like this situation because I find it difficult to get the exact focus using the scope focussing ring. Other unfavourable factors such as atmospheric effect, loss of light and more apparent vibrations associated with the need to use a larger zoom also degrade the video with distant birds.
In summary, with macro mode, you get the sharpest focus but it takes longer because of difficulty in spotting the bird into the LCD and difficulty in finding the actual scope focus position. In infinity mode, the reverse applies. These observations, and those other highlighted deep red in the earlier paragraph, are important considerations in selecting the best focussing method for various situations. 

Method A: Camcorder focussing mode set to auto. This is perhaps the simplest and fastest way of focussing but definitely not the sharpest. You just spot the bird into the LCD, frame/compose the video and turn the scope focussing ring until you get a sharp video of the bird. As long as the scope's focus is set close enough to the actual distance, the camcorder's autofocussing mechanism will do the rest to get a sharp bird. However, remember that camcorder's focussing algorithm makes use of the contrast offered by the bird and all surrounding as well as background objects. Most camcorders do not have spot focus algorithm i.e. they evaluate the contrast offered by ALL pixels in the CCD and decide on the 'correct' focus, possibly based on the position of the pixels closest to the average contrast. This usually means that the focus is not set precisely on any part of the CCD! It is also possible that there may be some bias towards parts with better contrast, and I suspect also brighter areas. Depending on the auto programe selected (portrait, landscape, low light etc), there may also be bias towards a closer or further objects. Obviously, the situation is very complex and the camcorder has to do a lot of thinking and calculations! No wonder it is difficult to get a perfectly focussed bird with this method. 

However, there are situations where this method can work or it would be preferred. These are: 

  • A bird perched on an exposed branch with no nearby object, and a dark background.
  • A bird which is frequently moving closer and further away. It is hoped that in this case, the scope focus can be set somewhere in between so that the camcorder autofocussing algorithm can keep the bird in focus all the time.
  • A bird whose plumage provides much higher contrast than its surrounding.
Situations where you want to avoid this method are: 
  • A bird with lots of objects around it and also possibly branches partly in front of it. Everything becomes partly in focus and nothing gets perfectly focussed with this method!
  • A dark bird with a very bright background. Or a bird with plumage having poorer contrast than its surroundings. You may find that the camcorder focus may shift onto the background after some time.
  • In poor light or using slow shutter speeds i.e. slower than 1/50. Under these situations, the camcorder often fails to focus properly or takes too long to find the correct focus. Even if it does eventually, it may not keep the focus.
Method B: Camcorder focussing mode set to mannual. This method is essentially similar to Method A except for one additional step - with the camcorder set at auto and after turning the scope focussing ring to get a 'good' focus, you quickly set the camcorder focussing mode to manual without further changing its focus. At this point in time, the camcorder focus may have automatically been set at macro, infinity or at any distance in between. You may then fine tune the scope or the camcorder manual focussing ring to get a perfect focus. I usually do this on the scope because my Swarovski has such a huge focussing ring that I do not need to take my eyes off the LCD to do this. Most camcorder manual focussing rings are actually potentiometer and getting a sharp focus with this method is very tricky. Sometimes I do check to see if the camcorder had been at the infinity end of its focussing distance because in this mode, it is very difficult to properly focus with any other manouvre. 

Obviously, this method takes a little longer to execute than Method A but the extra effort is well worth it. It can be used in situations where the camcorder auto focus does not work or does not hold. 

Method C: Camcorder focussing mode set to macro. I find that this method gives me the sharpest focus ever but it is very difficult to execute. With this method, I fix the camcorder focus to macro, then try to spot the bird in the LCD and fine tune with the scope focussing ring. Sounds simple but it is very difficult! The reason for this is that I notice when the camcorder is set to macro, the whole setup seems to have a shallow depth of view. The scope focus have to be very close to the actual distance in order to see the bird in the LCD, which is not always the case. It is sometimes so shallow that I do not even realize that I have already scoped in the bird but could not see it because it is so out of focus! Very major effort is required in frantically spinning the scope focussing ring to get the bird into focus. In fact when a bird is too far away, correct focus on the scope can never be found with the scope focussing ring. Another major problem is that the focus is quickly lost if I change the camcorder zoom, however small that change may be. All these means that it takes a much longer time to start recording. Hence, this method is used mainly for birds that will wait for me and birds that are very close. In the second situation, the much increased depth of view from the close distance compensates for the difficulty in finding the perfect focus with the scope focussing ring. 

Method D: Camcorder focussing mode set to infinity. With this method, it is easy to scope in the bird because even if the scope is grossly out of focus, you can still see it in the LCD. It is also easy to get apparently 'sharp' bird because the depth of view seems longer and precise adjustment of the scope focussing ring is not necessary. This method is used for birds that are very far away, birds in flight (just to enable me to scope the bird into the LCD easily) or in 'precious' species where I need to take some 'insurance' before trying to record better focussed videos. However, this is the method I avoid because I am usually trying to record very well focussed video. 

Sometimes, I may also use a combination of the above methods, as mentioned in the table below. 

Suggested methods for various situations:

 
Situations Method Rationale/Comments
Stationary bird with no obstruction, dark background A or C Easiest situation. Use method A to quickly get some reasonably sharp video. If the bird stays long enough, use method C to get a perfect focus.
Partly covered bird or bright background B Use this method to avoid camcorder auto-focussing onto branches etc in front of bird or onto the background.
Low light situations or using slow shutter B or C Use method B if bird is too far for camcorder macro mode. Otherwise, method C is preferred. If the shutter speed is so slow that you always get a blurred video once your hand touches the scope, use method A.
Birds in flight D&A Preset the scope focus at an appropriate distance and wait for bird to fly into view with method D. Using method D initially will ensure you find the bird more easily although focus is soft. After the bird is scope into the LCD, switch to method A to let camcorder take over for fine focussing. Use the slowest shutter speed possible to avoid motion blurring (usually about 1/300 or 1/425 on SONY models). Do not add any filter or switch in the ND filter so that you can use a smaller aperture for better depth of view.
Birds in motion varying distance A or B Select A or B depending on whether range of bird motion exceed auto focussing range of the camcorder.
Very active birds at close distance C or A Possible to use method C due to long depth of view. Otherwise, revert to method A.
A very far bird D Either use method D or give up!
 
It is important to remember that sharp bird videos are also dependant on a variety of other factors. These include bird movements relative to the shutter speed, depth of view (related to distance from bird), light and atmospheric conditions, quality of lens etc. You need to run through your mind whether any one of these factors had been operating unfavourably before concluding that poor focussing is the cause of a blur bird. 

Comments sent in by readers: 

  • Comments on focussing The above are what I feel about focussing in videoscopy based on what I observed. Others who know more about lenses and optical principles may have different opinions. Read their comments from this link.
Selected links: 
  • Photographing Birds in Flight. Nigel Blake has some useful advice on how to take bird flight pictures with cameras or digicams. I think these apply to videoscoping to some extent, although SLR cameras has the added advantage of TTL focussing.
  • Digiscoping Primer Pg3 - This page describes strategies for focussing in digiscoping.
  • Digiscoping problem - This discusses several problems in digiscoping including focussing.
  • Focussing and picture quality. This test by Arto Juvonen (CP4500 combined with the Swarovski scope) shows that when the camera is set to macro mode one can get better close focus than in the infinity mode but peripheral distortion becomes more obvious.
Good luck and have fun videoscoping!
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