A guide for directors and editors

How do you hand over your edit for grading?

Conform or export? This short guide shows what I need from you so the grade can start quickly, cleanly and without a string of phone calls.

If you only want the essentials, jump to the end: the quick checklist and the glossary are there.

Two paths, one goal

Your material can reach me in two ways. Which one is better depends on the project, but whichever we choose, we know up front what it takes.

Recommended when possible

Conform

I rebuild your edit on the original camera files. That means no extra compression, and the image quality stays as high as it can be.

  • All shot and used media that appears on the sequence to be graded, including individual VFX shots.
  • Picture-locked reference cut with burned-in TC, STC and SFN. 720p is more than enough.
  • Linked AAF (Avid) or XML (Premiere, Final Cut) pointing to the original files or the proxies.
When no conform is needed

Export

I grade what the editor delivers. It is quick and simple, but the quality of the export decides everything, so it is worth setting up well.

  • Picture-locked reference cut with burned-in TC, STC and SFN. 720p is enough here too.
  • High-quality export containing only the original image, with no effects or color correction.
  • EDL referencing the locked cut.

Reference cut: always required

Whichever path we take, the first thing I ask for is a reference cut. It shows me what your film is about, which tasks are ahead, and which workflow gets us to the best result fastest. Its most important job, though, is that the burned-in data lets me work out what went wrong on my own, without involving you.

This is what a good reference cut looks like: the requested data is on screen in some form.
SFN

Source File Name

From the original file name I can see the camera model, so I can prepare for its quirks. If a shot will not relink, I can find the file by hand, no phone call needed.

STC

Source Timecode

The value of the camera's internal clock. For frame or interpolation issues, or wrongly relinked moments, it gives a reliable reference.

TC

Timeline Timecode

The position of the shot within the sequence. If something goes wrong, it is the first compass.

What to watch for when exporting

Aspect ratio

Keep the original: 16:9, 2.35:1 or whatever your film is. With letterboxing, include the black bars.

Resolution

Anything works: 720p, 1080p or UHD. The picture is not for grading, only for checking.

Codec

A regular H.264 or H.265 export is more than enough.

Content

The LUT, text and logo can stay, everything just as you see it in the edit.

Before the conform: tidy your timeline

The simpler the timeline structure, the more easily the interchange format collects the data, and the more likely your edit relinks flawlessly in another program on the first try. A few minutes of cleanup that save days.

  1. Lock it, then simplify

    After picture lock, flatten the timeline so I get the cleanest possible structure.

  2. No effects

    Anything the interchange format cannot carry is lost. Crossfades can safely stay.

  3. Mark your retimes

    If you used time remapping, note it on the reference cut as well, for example in text: from here to here 20-30%.

  4. Break down compound elements

    Flatten multicam, group, nested and collapsed elements. In Avid this is Commit Multicam Edits, in Premiere it is Flatten Multicam.

  5. Only original media on V1

    Keep only the original or proxy media on V1. Everything else, meaning VFX, text and composites, goes on V2 or above.

  6. Remove through edits

    Delete unnecessary match frame edits so clips are only cut where there is a real cut.

  7. Mind your proxy metadata

    If you made the proxies in Resolve or another program, the reel name and source timecode must be in the metadata. This cannot be added afterwards.

Handing over an export: quality is everything

If we do not conform, your export is the basis of the grade. A poorly rendered file can cause strange, hard-to-fix problems, so it pays to set it up well from the start.

Reliable codec

Choose a codec of equal or higher quality than the original. On Mac, ProRes 4444 XQ or HQ is ideal; on Windows, DNxHR 444 or DNxHR HQX.

Matching bit depth

Check the bit depth of the source and export with at least as many bits: 8, 10 or 12. At a lower bit depth the image loses its fine gradations.

Clean image

The export should be free of LUTs, color corrections and any other image changes. The goal is to stay as close as possible to what the camera recorded.

Crossfades and speed ramps

If your cut has them, do not worry, leave them in. That is a creative decision and does not affect the colors. We will talk about special cases anyway.

Special case

If a crossfade sits where the relationship between shot A and B could still change after grading (a packshot, for example), we treat it as a VFX shot. Then its full content, both A and B, must be delivered.

Why do I need an EDL?

I receive a single video file, not clips. The EDL lets me cut the file at each edit point, and the reference cut lets me rebuild the sequence.

VFX and everything the protocol cannot carry

Interchange formats generally handle only a few things reliably. Anything beyond that is called a VFX-level operation and needs extra attention. A short chat clears everything up.

Carried over

What the protocol carries

Scale, position, rotation, time remapping (speed) and crossfades.

Not carried

This is already VFX-level

Composites, split screens, masks, crops, text and anything else not on the previous list.

Where to put it

V2 or above

That way I see which clip needs special attention. Keep V1 for the original media.

Mark it

Text markings on the reference cut

Write the scale and speed change on it. For split screens, give each half its own marking.

Always talk to me in person about delivering VFX shots, element by element if needed.

In short: checklist before you send

Do not feel like reading everything? No problem. Tick through the right column and we can get started.

Yes, we conform

Conform list

If we work from the original media, I will need these.

  • The original media: either all of it, or only what you used on the timeline.
  • Picture-locked reference cut with burned-in TC, STC and SFN (720p, H.264 is enough).
  • Linked AAF or XML from the cleaned, flattened timeline.
  • VFX elements on V2 or above, marked separately.
No, I will export instead

Export list

If you hand over the finished cut, I need these.

  • Picture-locked reference cut with burned-in TC, STC and SFN (720p, H.264 is enough).
  • High-quality export (ProRes or DNxHR) matching the source bit depth, free of everything the colorist does not need.
  • EDL referencing the locked cut.
  • A chat about delivering the VFX shots.

Abbreviations and explanations

Some of the shop talk is a mystery at first. Here is a short dictionary of the most common terms.

AAF
Advanced Authoring Format. A communication protocol usually exported from Avid. It carries scale, position, rotation, time remapping and crossfades. It uses a reel or tape name, so that must also be in the offline media metadata. A linked AAF contains metadata only, while an embedded AAF can carry media too.
XML
Extensible Markup Language. Used with Premiere and Final Cut. It is smarter than AAF, but it also needs the original media's source timecode and reel or tape name.
EDL
Edit Decision List. It sees only one video track and has a very simple structure, which is exactly why we like it.
TC
Timecode. Unless we are talking about STC, it usually means the sequence timecode.
STC
Source Timecode: the moment the camera assigns to a frame, for example 01:45:30:21.
SFN
Source File Name, meaning the name of the original file.
NLE
Non-Linear Editor, meaning the editing software.
Picture lock
The point in the editing process when the cuts will no longer change.
Offline, proxy, dailies, rushes
Collective name for the lighter copies made from the original media. Dailies can also mean the footage shot each day.
VFX-level operation
Any element the protocols cannot carry between editing programs: anything that is not a crossfade, time remap or scale change.
ProRes
Apple's codec, regarded as an industry standard.
DNxHR
Avid's codec, which also handles UHD and 4K resolution.

A good question is worth more than a bad export

If you are unsure which path suits your project, or you got stuck somewhere, just write to me. I am happy to talk it through before you start.