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Reboot AV

Video Basics

How a picture gets from a source to a screen, and what breaks on the way

Chapter 01

Introduction

There is a moment that happens to almost everyone new to video work. A laptop is plugged in, the screen stays black, and four people look at you. Somebody suggests a different cable. Somebody else suggests restarting the laptop. Both suggestions are guesses, and one of them will eventually work, and nobody — including you — will know why.

That is what this book is for. Video has a reputation for being temperamental, and it is not. It is a chain of stages, each of which makes an agreement with the stage next to it about format, timing and protection, and almost every failure is one of those agreements not being met. Once you can name the stages and know what each one is agreeing to, a black screen stops being bad luck and becomes a question with about five possible answers.

What this book actually does

It gives you the chain and the vocabulary that goes with it. What a picture is made of and how it is described. How that picture becomes a signal, which connector carries which signal, and why a converter exists. What a switcher does, what a scaler does, and why the two are constantly confused. How the three kinds of display differ and what each one is good and bad at. And then how to put those stages together and trace them when a picture does not arrive.

Every chapter shows you the thing on a real job, walks you through the procedure, warns you about the failure you will actually meet, and gives you something you can take to work.

Who this is for

Somebody who will be handed video work in the next few months, or has already been handed it and is getting by on pattern-matching. You do not need to have run a switcher. You do need to be willing to look at a panel of connectors and work out what goes in and what comes out, which is a skill this book will build deliberately.

If you have read AV Fundamentals 101 you already have the shape of a signal chain. This book is the video half of it in detail. If you have not, you will still be fine; the ideas are introduced as they arrive.

What this book will not do

It will not teach you a particular switcher. Every manufacturer names things differently, and a book that taught you one console would be wrong in a year and useless on the next job. It teaches what all of them are doing, so that the manual for any of them makes sense.

It will not make you a video engineer, a projectionist or an LED technician. Each of those is a specialism with a course of its own. What it will do is take you from "video is the scary department" to being genuinely useful on a video crew, which is the step that actually gets you booked.

Chapter 02

How to Use This Book

Each chapter follows the same shape, and the shape matters more than it might look. You read the ideas, then you see them play out in a real situation, then you get the procedure, then you find out what goes wrong, then you practice, then you get a checklist you can actually take to work.

  1. Read the chapter body first. This is the understanding layer, and it is written to be read straight through.
  2. Read On the job. The same material as a real situation on a real show, which is where it stops being abstract.
  3. Work through How to do it. These are procedures you can follow on a job this week.
  4. Study What goes wrong. Experienced technicians are not people who never make mistakes; they are people who recognise mistakes early.
  5. Do the exercise before reading the answer key. Recognition feels like learning and is not.
  6. Take the checklist with you. Photograph it on your phone. Use it until you no longer need it.

Keep a notebook

One habit is worth starting today, before the first chapter: keep a small notebook and write the technical details in it as you meet them. Video is full of numbers you will need exactly and will not remember — which resolutions are which, how long an HDMI run can be before it gets unreliable, what frame rate the country you are working in uses, which connector locks and which does not.

Write it by hand rather than photographing this page. Copying a number puts it on paper; rewriting it in your own words is what puts it in your head, and deciding how to phrase it is most of the learning. Add to it as you work: the adapter that worked when three others did not, the projector menu where the input setting hides, the laptop that always needs the display duplicated rather than extended.

Then use it twice. Read a few pages on the way to a job, which takes five minutes and turns things you half-know into things you know. And carry it on the job, because the moment you need to know whether a run is too long is never a moment when you can stop and look it up.

A note on the words

Video vocabulary is inconsistent and you should expect that rather than be caught by it. A switcher is a mixer to some people and a vision mixer to others. A scaler, a processor and a converter overlap and the boundaries move by manufacturer. Program and preview are PGM and PVW on one desk and something else on the next.

None of that is worth arguing about. What matters is that you can say what a box does, because a person who can describe the function will be understood anywhere, and a person who only knows one brand's word for it will be understood in one building.

A note on safety

Video work puts you near mains power, up ladders, and occasionally under things being flown. This book gives you awareness, not authorisation. If you are ever unsure whether you are qualified to do something, you are not — ask. Nobody in this industry has ever been fired for asking whether a thing was safe.

The one idea underneath everything

A video chain is a series of agreements about format, timing and protection.

Every stage has to accept what the stage before it is sending.

When no picture appears, one of those agreements is not being met — find which.

Where this book sits

This book assumes you have read AV Fundamentals 101, or that you already know what is in it.

Experience counts instead. If you have time on a crew where you have already met a signal chain, a source and a destination, and know what a switcher is for, start here.

If none of that is true yet, read AV Fundamentals 101 first.

Where it leads

These are not steps in an order. Take whichever one fits.

  • Video Switching Fundamentals — the switcher in depth, which this book only opens
  • LED Video Basics — if walls rather than projectors are where your work is going
Chapter 03

How a Moving Picture Is Described

Everything in video rests on a handful of numbers, and almost every argument on a show floor is really an argument about one of them. How many pixels, in what shape, arriving how often, described in which range of colour. None of it is difficult, and all of it is specific, which is the opposite of how video is usually explained.

Pixels, resolution, and aspect ratio

A digital picture is a grid of coloured dots. That is the whole of it, and almost everything else in this book follows from that one fact.

Each dot is a pixel, and resolution is how many of them there are: 1920 across by 1080 down is the resolution most of the industry still runs on, usually called 1080p or HD. 3840 by 2160 is UHD, often called 4K, and it is exactly twice HD in each direction, which means four times the pixels and four times the data. 1280 by 720 is 720p, still common on older equipment and perfectly adequate on a small screen.

Aspect ratio is the shape of that grid — width against height, independent of how many pixels are in it. 1920 by 1080 and 1280 by 720 are both 16:9, the widescreen shape almost everything uses now. 1024 by 768 is 4:3, the older squarer shape, and you will still meet it on ageing projectors and on the occasional presenter's laptop.

The reason to care is that a mismatch between shapes is visible and a mismatch between resolutions usually is not. Send a 16:9 picture to a 4:3 screen and something has to give: black bars top and bottom, or a picture stretched until faces look wrong, or the sides cut off. Send 720p to a 1080p screen and a scaler quietly resizes it and most of the audience never knows. Shape is the one people notice.

One number that matters more than it looks: pixels are not a physical size. A pixel on a phone is a fraction of a millimetre; a pixel on an LED wall might be four millimetres across. Resolution tells you how much detail is in the picture, not how big the picture is. A wall built from panels with 4 mm between LEDs and a wall built with 2.6 mm can be exactly the same physical size and have wildly different resolutions, and the second one can be viewed from much closer before it stops looking like a picture and starts looking like a grid.

Three ways a 4:3 source meets a 16:9 screen A 4:3 SOURCE ON A 16:9 SCREEN 1024 x 768 → 1920 x 1080 Something has to give. Only one of these three is worth doing, and it is not done at the screen. BAR BAR FIT · BARS AT THE SIDES The whole picture, undistorted. The circle is still a circle. What the client complains about. +33% WIDE STRETCH · NO BARS The bars are gone and everyone in the photographs is a third wider. Never do this. CUT AWAY CUT AWAY CROP · FILL AND LOSE Undistorted, but the top and bottom of every slide are gone. The fix is none of the three. Set the laptop to a 16:9 resolution and the problem stops existing. A shape problem is solved at the source.
FIG 3.1 A 4:3 source on a 16:9 screen: fit, stretch or crop. None of the three is the fix.

Frame rate

A moving picture is a sequence of still pictures shown quickly enough that the eye reads it as motion. Frame rate is how many of those arrive each second, in frames per second, and it is where a surprising number of live-event problems begin.

The common rates are 24, 25, 30, 50 and 60. Film has used 24 for a century and it still looks like film, which is largely why cinema looks different from television. Broadcast standards split the world in two: countries on 50 Hz mains generally use 25 and 50, and countries on 60 Hz mains use 30 and 60 — or, maddeningly, 29.97 and 59.94, a fraction left over from the introduction of colour television in the 1950s that has never gone away.

Higher rates look smoother and cost more data. Sixty frames a second is twice the information of thirty, and on a large system that is a real constraint rather than an abstract one.

What makes this a live-event problem rather than a trivia question is that a chain must agree. A camera running at 25, a switcher expecting 59.94 and a projector locked to 60 do not make a smooth picture between them; they make judder, dropped frames, or nothing at all. On a show with any broadcast element, one rate is chosen up front and everything is set to it, and "what frame rate are we?" is a question asked in the first ten minutes of a technical meeting rather than discovered at rehearsal.

For a presentation-only job it usually matters less, because a laptop and a projector will negotiate something workable between them. It starts mattering the moment there is a camera, a recording, a stream, or more than one processing box in the path. There is one more thing the numbers carry, and it is the letter after them.

A progressive frame — the p in 1080p — is a whole picture, every line of it, delivered at once. An interlaced frame — the i in 1080i — is delivered as two halves: first every odd line, then every even line, each half arriving in turn. Interlacing is a compression trick from the era of broadcast television, invented to halve the data a picture needed while keeping motion looking smooth, and it worked so well that it is still with us decades after the reason for it went away.

Almost everything you meet is progressive. Laptops, media players and projectors are progressive; the web is progressive; modern cameras are progressive unless somebody set them otherwise. Interlaced material turns up in broadcast, in older cameras, and in archive footage a client found somewhere, and that is where it becomes your problem rather than a piece of history.

What goes wrong is specific and recognisable, which is why it is worth knowing. An interlaced picture shown on a progressive display has to be de-interlaced — the two halves woven back into whole frames — and when that is done badly you see combing: fine horizontal teeth along the edges of anything moving, as though the picture has been shredded and misaligned. Once you have seen combing you never mistake it for anything else, and its cause is always the same. Somewhere a device is handling interlaced material and not handling it well.

The rule for a job is short. Ask what the sources are, prefer progressive throughout, and if something interlaced has to come into the show, de-interlace it once, as early as possible, in the best box you have. Two devices each doing half a job on the same picture is worse than either doing it alone.

Frame rate, and the two halves of the worldThe common frame rates, showing which countries use which and why mixing them is where live-event problems begin.THE WORLD IS SPLIT IN TWO, AND SO IS YOUR RACK24, 25, 30, 50, 60Stills shown fast enough to read as motion. How many arrive each second decides what judders.24 fpsFilm, for a centuryIt still looks like film, which is largelywhy cinema looks different from television.25 / 50 fpsThe 50 Hz half of the worldEurope, most of Asia, Africa, Australia.Mains frequency decided it, decades ago.30 / 60 fpsThe 60 Hz half of the worldNorth America, Japan, parts of South America.Same reason, different mains.Where the trouble startsA laptop set to 60 into a system running 50 does not simply look worse — frames are dropped or repeated, and it judders.A camera at 50 shooting a screen at 60 photographs the difference between them, as bands rolling through the picture.Everything in one chain agrees on one rate, or something in it is quietly inventing frames.Broadcast rates are often 29.97 and 59.94 rather than round numbers, for historical reasons. The split into two halves is what matters on a job.
FIG 3.2 The common rates, and the fifty-hertz and sixty-hertz halves of the world that decide which you meet.

Colour and brightness, simply

Colour in video is made from three primaries — red, green and blue — mixed at different intensities. Every colour on every screen you have ever looked at is those three, and white is all of them at full.

That is enough to work with, but three practical ideas sit on top of it and each of them has caused an afternoon of confusion for somebody.

Colour space is the agreed set of colours a signal is allowed to describe. Rec. 709 is the standard for HD and is what almost everything in the events world uses. Rec. 2020 is the wider set used for UHD and HDR material. A signal carried in one and interpreted as the other looks subtly wrong — usually oversaturated or washed out — and it is a common cause of "the picture looks fine on my laptop and strange on the screen".

Colour range is narrower and nastier. Video equipment has historically used a limited range, where black sits at value 16 and white at 235 rather than 0 and 255. Computers use the full range. Feed a full-range signal to a limited-range display and blacks crush and whites clip; feed a limited-range signal to a full-range display and the picture looks washed out and grey. This single mismatch accounts for a great many "why does it look flat" complaints, and the fix is a setting in a menu rather than anything on the picture.

Brightness is the one people argue about and the one physics decides. A projector's output is measured in lumens, and the number you need is set by the size of the image and how much other light is in the room. Doubling the width of a projected image spreads the same light over four times the area, so a projector that looked bright on a small screen is dim on a large one. A room with the house lights up needs several times the projector a dark room does. This is why a proposal that says "the projector was fine last time" is not evidence about the next room.

The numbers behind a picture

Rules of thumb, not specifications. Every one of them varies with equipment; all of them are the right shape.

ThingThe figureWhy it matters
HD, or 1080p1920 x 1080Still the working resolution of most of the events industry
UHD, often called 4K3840 x 2160Twice HD in each direction, so four times the pixels and the data
The common aspect ratio16:9Anything 4:3 will need bars, stretching or cropping
Frame rates you will meet24, 25, 30, 50, 6025 and 50 in 50 Hz countries, 30 and 60 in 60 Hz ones
The awkward ones29.97 and 59.94A leftover from 1950s colour television, still everywhere in broadcast
The letter after the numberp is progressive, i is interlacedp is a whole frame; i is two halves woven together. Prefer p
Combing on moving edgesFine horizontal teethInterlaced material de-interlaced badly. Do it once, early, in the best box
Video colour range16 to 235, not 0 to 255Mismatch it with a computer's full range and blacks crush or greys wash out
Doubling image widthA quarter of the brightnessLight spreads over four times the area. Big screens need far more projector

On the job

A corporate breakfast in a hotel suite. One projector, one screen, one presenter with their own laptop, and forty minutes before doors.

The laptop connects and a picture appears, which is the good news. The bad news is that the slides have black bars down both sides and the presenter's photographs look slightly stretched, and the client has noticed both.

Nothing is broken. The laptop is an older machine running 4:3, and the projector and screen are 16:9. The projector is doing what it was told: fitting a squarer picture into a wider frame, which leaves bars. Somebody before you tried to fix it by setting the projector to stretch, which removed the bars and made everyone in the photographs eight percent wider.

The real fix is upstream and takes thirty seconds: change the laptop's display resolution to a 16:9 one, so it is sending the shape the screen actually is. The slides reflow, the bars go, and nobody is stretched. The lesson worth carrying is that a shape problem is almost always solved at the source, and almost never solved well at the display.

How to do it

What to check on any source, before you decide anything is wrong with it. Two minutes, and it settles most format arguments before they start.

  1. Find out what the destination is: the native resolution of the projector, panel or wall, and its aspect ratio. This is on a plate, in a menu, or on the spec sheet, and it is the number everything else has to serve.
  2. Set the source to that resolution if you can. A laptop sending exactly what the screen wants is the cleanest picture available and costs nothing.
  3. Check the aspect ratio matches. If the source is 4:3 and the screen is 16:9, fix it at the laptop rather than by stretching at the projector.
  4. Ask what frame rate the show is, and set anything that has a choice to match it. On a job with a camera, a stream or a recording, this is not optional.
  5. Look at a full-black and a full-white part of the image. Crushed blacks or grey whites point at a range mismatch, which is a menu setting rather than a fault.
  6. Note the working numbers in your notebook before you tear down. The same room next month will have the same answers.

What goes wrong

SymptomLikely causeWhat to do
Black bars down the sides of a presentation, and the client wants them gone.A 4:3 source in a 16:9 frame. The projector is fitting the shape it was given.Change the source to a 16:9 resolution. Stretching at the projector removes the bars by distorting everyone in the pictures.
The picture looks flat and grey compared with the laptop screen.A range mismatch — a limited-range signal shown on a full-range display, or the reverse.Set the output range on the source, or the input range on the display, so both agree. It is a menu setting, not a cable.
Motion judders slightly, especially on a camera feed or a video clip.Frame rates that do not match somewhere in the chain, so frames are being repeated or dropped.Find the rate everything else is on and match it. Agree one rate for the whole show rather than per device.
Moving edges have fine horizontal teeth along them, like a shredded picture.Combing. Interlaced material is being de-interlaced badly, or twice by two different devices.De-interlace once, as early in the chain as possible, in the best box you have. Better still, get a progressive source.
The image is sharp on a small screen and soft when the same content goes on the big one.The source resolution is lower than the display's, and a scaler is inventing the difference.Raise the source resolution if you can. If you cannot, it is a limit rather than a fault — say so early rather than at rehearsal.
A projected image is washed out even at full brightness.Ambient light, or an image far larger than the projector was specified for.Reduce the light on the screen, reduce the image size, or get a brighter projector. No setting creates lumens.

Practice it

Work these out before reading the answers. All five are questions you will be asked on a job, usually by somebody standing over you.

Practice it
01
A screen is 16:9 and a presenter's laptop is set to 1024 x 768. What will happen, and where is the right place to fix it?
Answer
The projector will letterbox it — a 4:3 picture inside a 16:9 frame, so bars down both sides. Fix it at the laptop by choosing a 16:9 resolution. Stretching at the projector removes the bars and distorts the content, which is worse.
02
A show has cameras, a recording and a projector. Somebody asks what frame rate to set the playback machine to. What do you need to know first?
Answer
What rate the cameras and the recorder are running. On a job with any broadcast element the whole chain agrees one rate up front, and the playback machine is set to that rather than to whatever it defaults to.
03
A projector that filled a 3-metre screen brightly is asked to fill a 6-metre one. Roughly what happens to the brightness, and why?
Answer
It drops to roughly a quarter. Doubling the width doubles the height too, so the same light is spread over four times the area. Brightness per square metre falls accordingly.
04
The picture on the screen looks washed out and grey, but the same file looks correct on the laptop. What is the most likely cause?
Answer
A colour-range mismatch. Video equipment usually works 16 to 235 and computers work 0 to 255; a limited-range signal displayed as full range looks grey and flat. It is a setting on the source or the display.
05
Two LED walls are the same physical size, one built from 4 mm panels and one from 2.6 mm. Which has the higher resolution, and what practical difference does it make?
Answer
The 2.6 mm wall. Smaller pitch means more LEDs in the same area, so more pixels and more detail. Practically it means the audience can stand closer before the picture resolves into visible dots.
06
What is the difference between 1080i and 1080p, and which should you prefer on a show?
Answer
The p is progressive — a whole frame at once. The i is interlaced — two halves, odd lines then even, woven together. Prefer progressive: almost everything modern is progressive, and interlaced material has to be de-interlaced to be shown, which is where combing comes from.
Field checklist
  • Do I know the native resolution and aspect ratio of every screen on this job?
  • Is each source set to a shape that matches its destination?
  • Has one frame rate been agreed for the whole show, and is everything on it?
  • Have I looked at a black and a white area to check the range is right?
  • Is the projector actually big enough for the image size and the room light?
  • Are this room's working numbers in my notebook for next time?
Chapter 04

Sources: Where Pictures Come From

Everything downstream exists to carry a picture that something made. This chapter is about the things that make them, because a surprising share of video problems are not in the chain at all — they are at the source, and they are solved by knowing what the source is capable of before anybody plugs anything in.

The sources you will actually meet

Camera
Camera
Media Server
Media Server

On the vast majority of jobs there are exactly three kinds of source, and you will meet them in this order of frequency.

A laptop is the most common source in the industry by a wide margin, and it is the least predictable. It belongs to somebody who is about to speak, it has whatever is installed on it, and it will do something surprising at least once a week. It goes to sleep. It changes resolution when it is unplugged and back again when it is replugged. It shows a notification over the slides. It has one port and the wrong kind. Almost everything in this chapter about laptops is about reducing that unpredictability rather than eliminating it, because you cannot eliminate it.

A media player or playback machine is a computer that exists to play files reliably, which is the whole difference. It has no email on it, nothing pops up, it does not sleep, and it outputs one format all day. When a client wants a video played, this is what should play it — and getting the file onto it in advance is the single most valuable thing you can arrange.

A camera is the source that makes video feel like video. On a small job it is one camera on a tripod at the back giving an image-magnification feed of the speaker, so people behind row fifteen can see a face. On a larger job it is several cameras and somebody directing them.

There are others — a document camera, a phone, a games console, a video conference feed — and all of them are one of the three in disguise. Ask what it outputs, what format, and whether it is copy-protected, and any unfamiliar source becomes a familiar one.

The three kinds of source, and how much each one can be trusted WHERE PICTURES COME FROM most jobs, three sources Anything unfamiliar is one of these in disguise. Ask what it outputs, what format, and whether it is copy-protected. MOST COMMON PRESENTER’S LAPTOP HDMI · USB-C DisplayPort · VGA not yours Reliability: low, and you cannot improve it Sleep. Notifications. Updates. Resolution changes. The wrong port. A USB-C that has no video. MOST RELIABLE MEDIA PLAYER HDMI or SDI one format Reliability: high. It exists to do exactly this No email. Nothing pops up. It does not sleep. Watch: getting the file on it early. THE ONE WITH RULES CAMERA SDI if professional HDMI if consumer Reliability: high, IF the format was set in the shop Format must match the show. Clean feed, not menus. Mains power, not battery. A large share of video problems are not in the chain at all. They are at the source, and they are solved by knowing what the source can do before anybody plugs anything in. The question that saves shows, asked a week out: “Can you send the deck in advance, so it can run from our machine if yours will not?”
FIG 4.1 The three kinds of source, and how far each one can be trusted.

Laptops, and why they cause so much trouble

A presenter's laptop is a source you do not own, cannot prepare, and meet fifteen minutes before it has to work. That is the entire problem, and the fixes are all about narrowing what can go wrong.

Start with the port. Modern laptops have USB-C, older ones have HDMI, business ones often have DisplayPort or Mini-DisplayPort, and older still have VGA. USB-C is the one that catches people, because a USB-C socket may or may not carry video and nothing about the socket tells you. This is a question to ask in advance rather than discover on the day, and the answer is worth having in writing.

Then the display arrangement. A laptop can mirror — the same picture on both screens — or extend, which treats the projector as a second desktop. Extend is what presentation software wants, because it puts the slides on the screen and the presenter's notes on the laptop. Mirror is what a nervous presenter wants, because what they see is what everybody sees. Neither is wrong, and the failure is having a different one than the presenter expects, which is why the answer is to ask them rather than to decide.

Then the settings that ruin a session rather than break it. Sleep and screensaver will both turn the main screen black in the middle of a slow question, and the fix is to turn them off, not to jiggle the mouse for ninety minutes. Notifications will put somebody's private message on a four-metre screen; every operating system has a do-not-disturb switch and it should be on. Automatic updates have ended keynotes.

And the resolution, which is the one thing you can fix rather than merely prevent. Set the laptop to the resolution the screen actually is, and the picture is as good as it can be. Leave it on whatever it was and something in the chain will scale it, and the slides will be softer than they need to be for no reason at all.

Media players, and why they are the easy one

A media player is a computer whose only job is to play files out as video, and it is the most reliable source you will ever be handed. Everything good about it comes from what it does not have.

It has no email on it, so nothing pops up. It does not sleep, because sleeping is not part of playing a file. Its resolution and frame rate are set once and stay set, so nothing renegotiates halfway through the afternoon. It has no updates waiting to install themselves during a keynote. A presenter's laptop is a general-purpose machine you are borrowing; a media player is a single-purpose machine you own, and that difference is the whole of it.

On a small job it is a compact box with an HDMI or SDI output and a folder of files, driven from a remote or a laptop. On a larger one it is a media server, which is the same idea with far more of everything — multiple outputs, content spread across several screens, and a cue list that a show operator triggers. Both belong to video rather than to control, whatever anybody tells you, because what they do is make pictures.

The one thing that goes wrong with a media player is not the machine, it is the file. Content that arrives on the day, in a codec the machine does not like, at a resolution nobody agreed, is the failure you will actually meet — and it is a scheduling problem rather than a technical one. Ask for content early, play every file all the way through before doors rather than skipping through it, and check that the last frame is what you expect, because a clip that ends on a black frame and one that ends on a copyright card look very different on a screen behind a speaker.

And this is the machine that rescues the laptop problem. When somebody's laptop turns out to have no video output at all, the deck running from a media player you control is the answer — which only exists if you asked for the deck in advance.

What a camera actually gives you

A camera turns light into a video signal, and for a technician there are about five things that matter about it, none of which are the ones camera enthusiasts argue about.

What it outputs is first. A professional camera outputs SDI on BNC, which locks and runs a hundred metres, and this is the reason professional cameras are easy to work with. On a broadcast or outside-broadcast job you will also meet triax, a thicker cable that carries the picture out, the power in, the talkback both ways and a return feed to the camera operator, all down one line over very long distances. It is why a camera at the far end of a stadium needs one cable rather than five. A consumer or prosumer camera outputs HDMI, which does not lock and does not travel, so it needs a converter at the camera. Some cameras output a clean feed and some output their own menus and focus indicators over the picture, and finding out which before the show is worth doing, because a focus rectangle on the main screen during a keynote is memorable for the wrong reasons.

What format it is set to is second, and it matters more than anything else in this chapter. A camera has a resolution and a frame rate, and both have to agree with the rest of the show. This is the single most common camera problem on an event: a camera at 1080p59.94 on a show running 1080p50, which switches badly or does not switch at all.

Whether it is genlocked is third, and it is worth knowing the word even if you never touch it. Genlock is a shared timing reference sent to every camera so they all start their frames at the same instant. Without it, cameras are running at the same rate but not in step, and cutting between them can glitch. Professional switchers have a frame synchroniser on every input which hides this, which is why you can usually get away with ignoring it — until you are on a job where you cannot.

Power and mounting are fourth and fifth and they are unglamorous and they are what actually goes wrong. A camera on battery will run out during the session it matters most in; use mains where you can and check the battery where you cannot. And a camera on a tripod that somebody can walk into is a camera that will be walked into.

The three sources, and what each one costs you

Ask the same three questions of anything unfamiliar and it becomes one of these: what does it output, what format, is it protected.

SourceWhat it outputsReliabilityThe thing to watch
Presenter's laptopHDMI, USB-C, DisplayPort, sometimes VGALow, and not yours to improveSleep, notifications, resolution changes, the wrong port
Media playerHDMI or SDI, one fixed formatHigh. It exists to do thisGetting the file on it early enough
CameraSDI on BNC if professional, HDMI if consumerHigh, if the format was set before it left the shopFormat matching the show, a clean feed, and mains power
Where this varies
  • A video conference feed is the awkward one, because it is not a device you are handed — it is an output of a room system somebody else owns. Treat it as an unknown source: ask what it outputs, in what format, and test it with the far end connected rather than on its own.

The laptop conversation, before the day

Five questions. Asked a week out they cost nothing; asked at fifteen minutes they cost the rehearsal.

Ask the presenter

  • What ports does your machine have, and does that USB-C port carry video?
  • Do you want your notes on your screen, or the same picture as the audience?
  • Is anything in the deck a video, and is it embedded or a separate file?
  • Is any of it streamed from a service rather than saved on the machine?
  • Can you send the deck in advance, so it can run from our machine if yours will not?
Where this varies
  • The last question is the one that saves shows. A deck on the house media player is a source you control, and it is the only version of this problem that has a reliable answer.

On the job

A half-day conference with two speakers and a camera at the back for image magnification, so the room can see faces on the main screen.

The camera goes in first and behaves, because it is a professional body on SDI and it was set to the show format — 1080p at 50 — before it left the shop. That decision, made in the shop by somebody who thought about it, is the reason the camera is a non-event all day.

The first speaker's laptop is a business machine with Mini-DisplayPort, and a passive adapter handles it. It is set to extend, which is what they want because they are using presenter notes, and the resolution is set to match the screen. Sleep and notifications are turned off with the speaker's permission, which takes a minute and is asked rather than done quietly.

The second speaker arrives at fifteen minutes with a laptop that has two USB-C ports and nothing else, and neither port carries video. There is no adapter in the world that fixes that, because the machine cannot output a picture at all.

What saves the session is that the deck was asked for in advance and is sitting on the media player. It runs from there, the speaker clicks through it with a presenter remote, and the audience never knows. The thing that worked was not equipment or skill on the day — it was a question asked a week earlier.

How to do it

Taking in a source you did not prepare. Ten minutes, and it prevents most of what goes wrong at the source end.

  1. Look at the actual ports on the actual machine. Not what it should have — what is on it. If it is USB-C, confirm that port carries video before you rely on it.
  2. Connect it and see a picture on your own monitor before you send it anywhere. Prove the source in isolation first, exactly as you would anywhere else in the chain.
  3. Set the resolution to match the destination, so nothing downstream has to scale it for no reason.
  4. Ask the presenter whether they want mirror or extend, rather than deciding for them. Getting this wrong is the difference between their notes being private and being on the main screen.
  5. Turn off sleep, screensaver, notifications and automatic updates, with their permission. These do not break the show, they ruin moments in it.
  6. Ask whether anything in the deck is a video, and whether it is embedded or streamed. Streamed is a copy-protection conversation, and it is one to have now.
  7. Strain-relieve the cable at the machine. It does not lock, the presenter will move the laptop, and it will come out at the worst moment.
  8. For a camera: confirm the format matches the show, confirm the output is a clean feed with no menus, and put it on mains power if there is any.

What goes wrong

SymptomLikely causeWhat to do
A laptop has only USB-C ports and no video comes out of either.Not every USB-C port carries video, and nothing about the socket says which do.There is no adapter for this. Run the deck from a machine you control, which is why the deck is asked for in advance.
The main screen goes black mid-session while the presenter is talking.Sleep or screensaver on the source laptop.Turn both off before doors. Jiggling the mouse for an hour is not a plan.
A private message appears on a four-metre screen.Notifications on the presenter's machine.Do-not-disturb, on, with the presenter's permission. Every operating system has it.
The presenter's notes are on the main screen instead of their laptop.The display is mirrored when the presentation software expected extend.Switch to extend. Ask which they want during setup rather than discovering it live.
A camera's focus rectangle or menu overlay appears on the main screen.The camera is outputting its monitoring view rather than a clean feed.Find the clean-feed or display-output setting on the camera. Check this in the shop, not in the room.
Cutting to the camera glitches, though the camera looks fine on its own.Its format does not match the show, or it is not in step with the other sources.Set the camera to the show's resolution and frame rate. If it still glitches, that is a sync issue and it needs a frame synchroniser or a genlock feed.
The camera dies partway through the afternoon session.Battery. It was fine at rehearsal and it has been running for four hours since.Mains power wherever there is any, and a charged spare where there is not. Check it at the interval as a habit.

Practice it

Seven questions about the source end. Every one of them is something that has cost somebody a session.

Practice it
01
Name the three kinds of source you will meet on most jobs, and say which is the least predictable and why.
Answer
A presenter's laptop, a media player, and a camera. The laptop is the least predictable, because it is not yours, you cannot prepare it, and you meet it fifteen minutes before it has to work.
02
A presenter's laptop has two USB-C ports and nothing else. What do you need to establish, and what is your fallback if the answer is bad?
Answer
Whether either port actually carries video, because a USB-C socket may or may not. If neither does, no adapter helps — the machine cannot output a picture. The fallback is running the deck from a machine you control, which only works if you asked for it in advance.
03
What is the difference between mirror and extend, and how do you decide which to use?
Answer
Mirror shows the same picture on both screens; extend treats the projector as a second desktop, which puts slides on the screen and notes on the laptop. You decide by asking the presenter, because getting it wrong either strands them without notes or puts their notes on the main screen.
04
Name three laptop settings that will not break the show but will ruin a moment in it.
Answer
Sleep, screensaver, notifications and automatic updates — any three. None of them stop the show working; each of them ruins a specific moment, usually the worst available one.
05
A camera looks perfect on its own monitor and glitches when you cut to it. Name two possible causes.
Answer
Its resolution or frame rate does not match the show, or it is running at the right rate but not in step with the other sources. Check the format first, because that is the common one and it is free to fix.
06
What does genlock do, and why can you usually ignore it on a professional switcher?
Answer
It is a shared timing reference that makes every camera start its frames at the same instant. You can usually ignore it because a professional switcher has a frame synchroniser on every input, which absorbs the difference — until you are on a job that does not.
07
What is the single most valuable thing to ask a client for a week before the show, and why?
Answer
The presentation deck and any video files. A deck on a machine you control is the only version of the source problem that has a reliable answer, and it is the thing that saves the session when somebody's laptop turns out to have no video output at all.
Field checklist
  • Do I know what every source on this job physically outputs?
  • Has anybody confirmed that the USB-C port actually carries video?
  • Have I seen a picture from each source on my own monitor before sending it anywhere?
  • Is each source set to the show's resolution and frame rate?
  • Does the presenter know whether they are mirrored or extended, because I asked?
  • Are sleep, screensaver, notifications and updates off, with permission?
  • Is every unlocked cable strain-relieved at the machine?
  • Is the camera on mains, giving a clean feed, and set to the show format?
  • Do I have the deck on a machine I control, as a fallback?
Chapter 05

Video Signals, Formats & Connectors

This is the chapter that decides whether you are useful on a load-in. Not because the theory is deeper, but because the work is physical: you will be standing in front of a panel of sockets with people waiting, and knowing what each one is and what it can and cannot do is the difference between solving the problem and going to find somebody who can.

Analog and digital video

Every video signal you meet is one of two kinds, and knowing which you are holding tells you most of what you need to expect from it.

An analog signal describes the picture as a continuously varying voltage. The voltage rises and falls in step with the brightness of the picture, and the cable carries that shape from one end to the other. Nothing in the middle knows it is video; it is just a waveform on a wire. VGA and composite are the analog signals you will still meet, and both are on their way out.

A digital signal describes the picture as numbers. The same brightness that was a voltage is now a value, and the cable carries those values as a stream of ones and zeros. HDMI, DisplayPort and SDI are all digital.

The practical difference is how they fail, and it is stark enough to be worth memorising. Analog degrades. A long analog run, a poor connector or interference makes the picture soft, or ghosted, or gives it a colour cast — it gets worse gradually and it keeps working while it does. Digital does not degrade. It arrives perfect or it does not arrive: a clean picture, or sparkles and flashes, or nothing at all. There is very little middle ground, and that cliff edge catches people out. A digital run that worked yesterday and fails today did not slowly get worse; it crossed a line.

This is why "the picture looks a bit soft, it must be a long cable" is a sensible thought about VGA and a nonsense one about HDMI. Softness on a digital signal is a resolution or a scaling problem, never a cable-length one.

The common signal formats and connectors

HDMI
HDMI
BNC SDI
BNC SDI
Fiber Optic
Fiber Optic

There are eight you need to recognise on sight, and recognising them is genuinely most of the job on a load-in.

HDMI is what almost every consumer device outputs — laptops, media players, cameras, games consoles. It carries picture, sound and control information down one cable. It does not lock, which is its central weakness on a live job: an HDMI connector will fall out of a socket if somebody catches the cable with their foot, and it will do it during the keynote. It is reliable to about 15 metres for HD on a good cable, less for 4K, and after that it needs help.

DisplayPort looks superficially similar and is a different standard, common on business laptops and desktop graphics cards. Many DisplayPort outputs will speak HDMI through a cheap passive adapter, which is why those adapters are in every technician's bag. Mini-DisplayPort, the same signal on a smaller connector, is what Apple laptops used for years and Thunderbolt ports still carry.

DVI is the older digital computer connector and it is far from dead. It is a wide plug, usually white, with a block of pins and often a flat blade with four pins around it for the analog signal it can also carry. It gives picture only and no sound, which catches people out when they swap an HDMI source for a DVI one and lose the audio. Electrically its digital side is the same as HDMI, so a passive adapter between them works and costs almost nothing. You will meet it on installed projectors, on older graphics cards, and across a great deal of university and corporate kit that was bought once and never replaced.

SDI is the professional one, and it is the format the events and broadcast industries actually run on. It uses a BNC connector — a small round bayonet that twists and locks — over ordinary coaxial cable, and it goes a long way: over 100 metres for HD without any assistance. It carries no copy protection and no negotiation, which is exactly what makes it dependable. If you learn to love one connector in this trade, love BNC.

Fiber is the one that goes further than any of them, and it is how a signal crosses a building. Light down a glass strand does not care about distance or interference the way copper does, so a fiber run is measured in hundreds of metres and often in kilometres. You will meet it as a pair of small connectors clipped together, usually LC, and as a transmitter at one end and a receiver at the other converting to and from SDI or HDMI. Two things to know on a job: fiber is far more fragile than coax, so it does not like being trodden on or bent tightly, and the connector ends are optical, so a fingerprint on the end face is a fault. Keep the dust caps on until the moment you connect.

VGA is the old analog computer connector, a blue 15-pin plug with thumbscrews. It carries picture only, no sound, and it is dying but not dead; you will still find it on hotel lecterns and university podiums for years yet.

Composite is the older analog video connector, usually a yellow RCA phono, and it is standard definition however short the cable is. You will meet it on legacy equipment, on the back of old players, and on very little that was made this decade. It is worth recognising mainly so you know that finding one means the source is old, and the picture will be soft whatever you do to it.

USB-C is the newest arrival and the most confusing, because the connector tells you almost nothing. Some USB-C ports carry video and some do not, and there is no way to tell by looking. On a job this is worth knowing in advance rather than discovering ten minutes before doors.

Two more things sit on top of the connectors and cause more trouble than the connectors do.

EDID is the conversation between a source and a display. When you plug a laptop into a screen, the screen sends back a small block of data saying what resolutions and rates it accepts, and the laptop chooses from that list. It happens in under a second and you never see it, and when it goes wrong the symptoms are unforgettable: no picture, or the wrong resolution, or a laptop that suddenly offers only 640 by 480. Anything in the middle of the chain — a switcher, a splitter, a long-distance sender — is passing, blocking or inventing that conversation, which is why professional equipment lets you choose what EDID it presents.

HDCP is copy protection, and it rides on HDMI and DisplayPort. If the source insists on it, everything downstream must support it or the picture goes black — and it goes properly black, with no error message worth reading. This is why a Blu-ray player or a streaming stick will work into a hotel television and refuse to work through a professional switcher. SDI has no HDCP at all, which is one more reason the professional world prefers it.

How far each of the eight video connectors travels HOW FAR EACH FORMAT GOES HD, on decent cable All eight connectors the chapter asks you to recognise. Not specifications — the distance at which sensible people stop trusting it. 10 m 20 m 40 m 60 m 100 m Fiber light, clips Hundreds of metres, often kilometres SDI BNC, locks 100 m and beyond, on ordinary coax HDMI does not lock ~15 m, then it stops outright DisplayPort sometimes clips ~15 m. Usually speaks HDMI through a passive adapter DVI thumbscrews ~10 m. Picture only, no sound — and it adapts to HDMI USB-C if it carries video Short. And the port may carry no video at all — ask first VGA analog ~10 m, then it fades — soft, ghosted, colour cast Composite analog, SD only Short, and standard definition however short it is DIGITAL FAILS AT A CLIFF Perfect, then sparkles, then nothing. A soft HDMI picture is a scaling fault. ANALOG DEGRADES It gets gradually worse and keeps working. Cameras on broadcast jobs also run triax, and more connectors arrive with every course past this one.
FIG 5.1 How far each of the eight connectors travels, and the difference between failing gradually and failing at a cliff.
The eight video connectors, drawn at their relative sizes, with which ones lock KNOW THEM ON SIGHT drawn to relative size Eight connectors. Recognising them is most of the job on a load-in, and the ones that lock are the ones you can trust. HDMI digital · ~15 m NO LOCK Every laptop and monitor. SDI, on BNC digital · 100 m+ TWIST-LOCKS The professional one. Fiber light · kilometres CLIPS, FRAGILE Keep the dust caps on. DisplayPort digital · ~15 m SOMETIMES CLIPS Business laptops. DVI digital · ~10 m THUMBSCREWS No sound. Adapts to HDMI. VGA ANALOG · ~10 m THUMBSCREWS Picture only, no sound. Composite ANALOG · SD only PUSH FIT Yellow RCA. Legacy gear. USB-C digital · short NO LOCK May carry no video at all. The one that catches everybody A USB-C socket may or may not carry video, and nothing about it tells you which. No adapter fixes that. Ask first. Eight is not all of them Broadcast cameras run triax. Installed systems use HD-BaseT. Every course past this one adds a few more. Meeting one you do not recognise: what does it carry, how far does it go, does it lock? Anything that travels goes on SDI, and past copper it goes on fiber. A longer HDMI cable has never been the answer. Strain-relieve everything that does not lock: a loop taped to the lectern shelf costs nothing and saves the keynote. HDMI · SDI · Fiber · DisplayPort · DVI · VGA · Composite · USB-C
FIG 5.2 The eight connectors at their relative sizes, and which of them lock.

Choosing and converting

Format Converter
Format Converter
AV-over-IP Encoder
AV-over-IP Encoder

Most video jobs come down to a chain of sources that do not natively speak what the destination wants, which is what converters are for.

A converter changes one format into another: HDMI to SDI, SDI to HDMI, VGA to HDMI. The good ones are small metal boxes with a power supply and they are entirely unglamorous, and they are also the reason a show happens. Every working technician's bag has at least an HDMI-to-SDI and an SDI-to-HDMI in it, because between them they let you put any consumer source onto a professional system and take any professional feed back to a monitor.

Adapters are different and worth distinguishing. An adapter changes the shape of a connector without changing the signal — a Mini-DisplayPort-to-HDMI dongle works because the laptop can already speak HDMI and just has the wrong socket. It is passive and it costs almost nothing. A converter changes the signal itself, needs power, and costs real money. Asking for "an adapter" when you need a converter is one of the more common ways to lose an hour on site.

The choosing rule is short. Go digital wherever you can. Use SDI for anything that has to travel — across a room, across a stage, anywhere near a floor people walk on. Use HDMI at the ends of the chain, where the sources and the monitors are, and keep those runs short. Convert once, as early as you can, rather than converting back and forth along the way, because every conversion is a device that can fail and a place where the format contract can be broken.

And when a long run is unavoidable, use fiber or an AV-over-IP encoder rather than a longer copper cable. Distance is a problem with known solutions, and "a longer HDMI cable" has never been one of them.

The eight connectors, at a glance

The panel in front of you on a load-in. Distances are for HD on decent cable and are the point at which sensible people stop trusting it.

ConnectorSignalLocks?Sensible distanceWhere you meet it
HDMIDigitalNo~15 mLaptops, media players, cameras, monitors
DisplayPortDigitalSometimes~15 mBusiness laptops, graphics cards
DVIDigital, sometimes analog tooThumbscrews~10 mInstalled projectors, older graphics cards. No sound
SDI, on BNCDigitalTrue100 m+Professional cameras, switchers, everything that travels
VGAAnalogThumbscrews~10 mOld lecterns, hotel podiums, legacy laptops
Composite, RCAAnalogNoShortLegacy gear, standard definition only
USB-CDigitalNoShortModern laptops, and only if that port carries video
FiberDigital, over lightYes, clipsHundreds of metresAny run too long for copper. Fragile, and keep the caps on

Adapter or converter?

Getting this wrong costs an hour on site and sometimes a show.

The questionAn adapterA converter
What it changesThe shape of the connectorThe signal itself
Needs powerNoUsually yes
Typical costSmallReal
ExampleMini-DisplayPort to HDMI dongleHDMI to SDI box
Works becauseThe source can already speak the other formatThe box rebuilds the signal in the new format
Where this varies
  • There is no such thing as a passive HDMI-to-SDI adapter. If somebody hands you a small dongle and says it does that, it does not. These eight are what a corporate load-in asks of you, not the population of connectors. You will meet triax on broadcast cameras, HD-BaseT on installed systems, 12G on high-resolution SDI, and house standards particular to one venue. Every course you take past this one adds a few more, and the way you meet an unfamiliar one never changes: what does it carry, how far does it go, and does it lock.

On the job

A product launch in a conference centre. A presenter's laptop at the lectern, a media player for the launch film, a camera on a tripod at the back, and a switcher feeding two projectors 40 metres away.

The camera and the switcher are SDI, and those runs go in and work first time, because BNC over coax at that distance is not asking anything difficult. The laptop and the media player are HDMI at the lectern, both converted to SDI at the lectern itself rather than run long, which is the right call and takes two small boxes.

The launch film is on a streaming stick, and it goes black through the switcher while working perfectly on a monitor beside it. That is HDCP: the stick insists on copy protection and the professional switcher does not carry it. There is no setting to fix this and no cable that solves it. The fix is to get the film as a file and play it from the media player, which is what should have been asked for in the first place.

Then, twenty minutes before doors, the presenter's laptop shows the wrong resolution — a stretched 1024 by 768 where there was 1080p an hour ago. Somebody reseated the HDMI cable and the EDID conversation happened again with a different answer. Setting the switcher input to present a fixed 1080p EDID makes it permanent, and it is the last time that input argues all week.

How to do it

Getting an unfamiliar source onto a professional system, in the order that saves the most time.

  1. Look at what the source actually has. Not what it should have — what is on the back of it. Photograph the panel if you are quoting for a job you are not on yet.
  2. Decide where the conversion happens, and make it as close to the source as possible. Convert at the lectern and run SDI, rather than running long HDMI and converting at the far end.
  3. Check whether an adapter will do. If the source can already speak the format you want and only the socket is wrong, a passive adapter is the cheaper and more reliable answer.
  4. Ask whether the source uses copy protection. Anything consumer and streaming probably does, and that is a conversation to have with the client days before, not on the day.
  5. Set a fixed EDID on the input if the equipment allows it, so the source is told what to send rather than guessing every time it is plugged in.
  6. Strain-relieve anything that does not lock. Tape, a cable tie or a loop through the lectern shelf. HDMI falls out; assume it will.
  7. Test with the real source and the real content, not with your test pattern. Half of these problems only exist when the actual laptop is on the actual cable.

What goes wrong

SymptomLikely causeWhat to do
A streaming stick or Blu-ray player gives a black screen through the switcher but works on a hotel TV.HDCP. The source insists on copy protection that the professional path does not carry.Get the content as a file and play it from a media player. No cable or setting works around this, and you should raise it before the show day.
The picture drops out intermittently on a long HDMI run.The run is past what the cable can carry reliably. Digital fails at a cliff edge rather than degrading.Convert to SDI, or use fiber or an AV-over-IP encoder. A longer or more expensive HDMI cable is not the answer.
A laptop that was fine suddenly offers only low resolutions.The EDID conversation happened again and got a different answer, often after a cable was reseated or a device was powered down.Present a fixed EDID from the switcher or scaler so the source is told what to send every time.
The HDMI cable falls out of the presenter's laptop mid-session.HDMI does not lock. Somebody moved the laptop, or caught the cable.Strain-relieve it — a loop taped to the lectern shelf. Do this on every unlocked connector before doors, as a habit.
A USB-C port on a laptop refuses to output video at all.Not every USB-C port carries video, and nothing about the socket tells you which do.Confirm before the day. If it will not, use whatever other output the machine has, or a docking station known to work with it.
An analog VGA picture is soft, ghosted or has a colour cast.Cable length, a poor connector, or interference. Analog degrades gradually, which is normal for it.Shorten the run, reseat the thumbscrews, or convert to digital at the source. On a digital signal these symptoms mean something else entirely.

Practice it

Six situations from real load-ins. Answer them before you look.

Practice it
01
A camera needs to reach a switcher 60 metres away. Which format, which connector, and why is the distance not a problem?
Answer
SDI on BNC over coax. SDI runs 100 metres and more for HD without assistance, and BNC locks, so 60 metres is well inside comfortable. This is exactly the job SDI exists for.
02
A presenter's laptop has only Mini-DisplayPort and the system wants HDMI. Do you need an adapter or a converter, and how do you know?
Answer
An adapter. The laptop's DisplayPort output can already speak HDMI, so only the connector shape is wrong — a passive dongle is enough. A converter would be needed only if the source could not produce the target format at all.
03
A client wants to play a film from a streaming service through your switcher. What do you tell them, and when?
Answer
That it will almost certainly be blocked by HDCP and go black through professional equipment, and that you need the film as a file instead. Tell them as soon as it is mentioned — days before, not on the day, because the answer involves them getting a file.
04
An HDMI picture is perfect for ten minutes then flashes and drops out. Is a longer cable likely to help? What would you do?
Answer
No. Digital does not degrade with length; it works or it fails at a cliff edge, and this is the cliff edge. Convert to SDI at the source, or use fiber or AV-over-IP. A better HDMI cable buys metres at most.
05
A VGA picture is soft and slightly ghosted. Is that a fault, and what does the same symptom mean on an SDI feed?
Answer
Not a fault — that is normal analog behaviour over distance, and it is fixed by shortening the run or converting at the source. On SDI the same symptom is impossible; softness on a digital feed is a resolution or scaling problem, and dropouts would be sparkles rather than ghosting.
06
You have to run a laptop from a lectern to a switcher 30 metres away. Where do you put the converter, and why does it matter?
Answer
At the lectern, right at the laptop. Convert to SDI there and run SDI the 30 metres, rather than running HDMI 30 metres and converting at the far end. Conversion should happen as close to the source as you can get it, so the fragile format travels the shortest distance.
Field checklist
  • Can I identify HDMI, DisplayPort, SDI, VGA and composite on sight?
  • Do I know which of them lock, and have I strain-relieved the ones that do not?
  • Is every long run on SDI, fiber or IP rather than on copper HDMI?
  • Have I asked about copy-protected content early enough to do something about it?
  • Is a fixed EDID set on any input a guest laptop plugs into?
  • Do I have an HDMI-to-SDI and an SDI-to-HDMI converter in my bag?
  • Am I converting once and early, rather than back and forth along the chain?
Chapter 06

Switching, Scaling & Processing

The middle of the chain is the part people are most frightened of, and it is mostly two ideas wearing a lot of different badges. A switcher chooses. A scaler translates. Almost every box between a source and a screen is doing one of those two jobs, and the ones that confuse people are the ones doing both quietly at the same time.

The video switcher

Video Switcher
Video Switcher

A switcher takes several video sources and decides which one goes to the screen. That sentence is the whole function, and everything else a switcher does is an elaboration of it.

The core idea is program and preview. Program is what the audience is seeing right now. Preview is what you are lining up to show next, visible only to you on your own monitor. You set up the next shot in preview, check it is right, and then take it to program. The audience sees a finished picture and never sees you choosing it, and that gap between preview and program is where a video operator actually does their job.

How the picture changes from one source to the next is a transition. A cut is instant and is the default for almost everything; it is invisible, which is why it is right most of the time. A dissolve or fade is a soft blend over perhaps half a second to a second and reads as gentler and slower, which suits a change of mood or a move between very different pictures. A wipe pushes one picture across another and looks dated on a corporate stage in a way it does not on a broadcast sports programme. There are dozens of other effects and you can safely ignore all of them for years.

Beyond that, the useful features on a live stage are a picture-in-picture, so a presenter's camera can sit in the corner of their slides, and a downstream key, which lays a logo or a lower third over whatever program happens to be. Both are worth learning early because clients ask for them constantly.

Consoles vary enormously — a compact four-input unit for a breakout room, a large multi-screen presentation system for a conference stage — and the vocabulary shifts by manufacturer. What does not shift is the model: sources in, one chosen, a transition between, one or more outputs. Learn the model and any desk becomes a question of finding where the buttons are.

Program and preview: what the audience sees and what you are lining up PROGRAM AND PREVIEW PGM / PVW · the whole job The audience sees a finished picture. The work of choosing it happens where they cannot see. SOURCES Laptop Camera Media server SWITCHER chooses, then transitions PREVIEW BUS PROGRAM BUS TAKE → cut or dissolve PREVIEW MONITOR Only you see this. The next shot, checked before it goes out. PROGRAM → THE ROOM Everyone sees this. Screens, recording, stream. The gap between the two buses is where a video operator actually works. Line the next source up on preview. Look at it. Then take it. The audience never sees you choosing. CUT Instant. Invisible. The right default for almost everything. DISSOLVE A soft blend, about half a second. A deliberate choice. WIPE Pushes one picture across another. Rarely right on a stage.
FIG 6.1 Program is what the room sees. Preview is what you are lining up. The gap between them is the job.

Scaling and the format contract

Scaler Processor
Scaler Processor

A scaler changes the resolution and frame rate of a picture so that a source can meet a destination that wants something different. Almost every source and screen you will ever connect disagrees about something, and scalers are why that is a non-event instead of a crisis.

The idea underneath is worth naming, because it explains most of the department. Every connection in a video chain is a contract: this many pixels across, this many down, at this rate, in this colour range. Both ends have to agree. A scaler is the device that renegotiates the contract when the two ends want different things — it takes what is arriving and rebuilds it as what the next stage asked for.

Scaling up means inventing information. A 720p picture on a 1080p screen has more than twice as many pixels to fill as it arrived with, and the scaler is guessing at the ones in between. Good scalers guess well and the result looks clean and slightly soft. Cheap scalers guess badly and the result looks blurry or blocky. Scaling down means throwing information away, which is easier and generally looks fine.

Two practical rules follow, and both are worth carrying. Scale once. Every scaling stage is a generation of guesswork, and a picture that has been scaled three times along the chain looks noticeably worse than one that was scaled once at the end. And scale as late as you can — keep the picture at its native resolution as far along as possible and let the final device match it to the screen.

What matters most, though, is knowing where scaling is happening. A switcher may be scaling every input silently. A projector will happily scale anything you send it. A long-distance sender may scale to fit its bandwidth. When a picture looks softer than it should, the question is not "is something scaling it" — something almost certainly is — but "how many times".

Scale once and scale late: every scaling stage is a generation of guesswork SCALE ONCE, SCALE LATE 720p source → 1080p screen Scaling up invents the pixels that were never sent. Each stage guesses again, from the last stage’s guess. THREE STAGES · each one guessing from a guess Laptop 1280 x 720 Long-run sender → 1080 guess 1 Switcher input → 720 → 1080 guess 2 Projector → native guess 3 SOFT AND MUSHY and nothing is broken ONE STAGE · native all the way, matched at the end Laptop 1920 x 1080 Long-run sender pass through Switcher input scaling OFF Projector the only scale SHARP and nothing was added Every connection is a contract: this many pixels, this shape, this rate, this range. A scaler is the device that renegotiates it. The question is never “is something scaling this” — something almost always is. The question is “how many times”. Improving a picture is usually not adding anything. It is finding the redundant scaling stage and turning it off.
FIG 6.2 Three scaling stages against one. Each stage guesses again, from the last stage's guess.

Other processing you will meet

LED Processor
LED Processor

Between the switcher and the screen sits a handful of other boxes, and knowing what each one is for stops them being mysterious.

A distribution amplifier, universally called a DA, takes one input and produces several identical outputs. It exists because you cannot split a video signal by making a Y-cable; a video output drives one input, and splitting it passively degrades or kills it. Whenever one source needs to reach three destinations, a DA is the answer.

A frame synchroniser lines up a source that is not running in step with the rest of the system. Two devices at nominally the same frame rate are not necessarily starting their frames at the same moment, and switching between unsynchronised sources gives a visible glitch at the cut. A frame sync buffers a frame and releases it in time with everything else. On a professional switcher this is built into every input and you never think about it, which is exactly why it is worth knowing it is there.

A matrix router is a switcher without the production features — many inputs, many outputs, and any input can be sent to any output. It is the plumbing of a large installation: it does not do transitions or effects, it just decides what goes where.

A media server plays content. It is a computer built to output video reliably, holding the show's clips, stings and backgrounds, and on a larger job it drives content across multiple screens at once. It sits upstream of the switcher as one more source, and it belongs in video rather than in control, whatever anybody tells you.

An LED processor is the specific box that takes a normal video signal and turns it into what LED panels need. Every LED wall has one, it is the thing that knows the wall's exact pixel layout, and it is a specialism in itself.

What each box in the middle is for

One line each. If you can say the line, you can work out where the box belongs in a chain.

DeviceWhat it doesWhen you need it
SwitcherChooses which source goes to the screen, with a transitionAny time there is more than one source and a live audience
ScalerChanges resolution and frame rate so two ends can agreeAny time a source and its destination want different formats
Distribution amplifierOne input to several identical outputsOne source needs to reach more than one destination
Frame synchroniserLines up a source that is out of step with the systemSwitching between sources that are not locked together
Matrix routerAny input to any output, no production featuresThe plumbing of an installation or a large temporary system
Media serverPlays the show's content out as a video sourceClips, stings, backgrounds, or content across several screens
LED processorTurns a video signal into what LED panels needEvery LED wall, without exception

Program, preview, and the words for them

The same two things under four sets of names. Nobody is right and everybody is confident.

What it isCommon namesWhat the audience sees
What is on the screen nowProgram, PGM, MainThis
What you are lining up nextPreview, PVWNothing
The change between themTake, Cut, TransitionThe moment it happens
The soft version of that changeDissolve, Mix, FadeA blend over half a second or so

On the job

A single-day conference in a ballroom. One screen, a four-input switcher, and three sources: the presenter's laptop, a media player with the videos on it, and a camera at the back for the speaker's face.

Setup goes cleanly until the first rehearsal, when cutting from the camera to the laptop produces a visible glitch — half a frame of tearing at the moment of the cut. The camera is 1080i at 59.94 and the laptop is 1080p at 60, and the switcher is having to rebuild one of them on the fly. Setting the laptop to 1080p at 59.94 to match everything else removes the glitch entirely, and it takes one menu.

Then the client asks for the speaker's camera in the corner of their slides. That is a picture-in-picture and the switcher does it, but it exposes something: the laptop is 1080p and the screen is 1080p, and the picture-in-picture is scaling the camera down, which is fine, while the switcher is also scaling the laptop for no reason because an input setting was left on automatic. Turning that off makes the slides visibly crisper. Nothing was broken and nothing was fixed; a redundant scaling stage was removed, which is most of what improving a picture actually consists of.

How to do it

Setting up a small switched system so that it behaves. Half an hour, and it prevents the problems that otherwise appear at rehearsal.

  1. Decide the show format first — resolution and frame rate — and write it on the case. Everything else is set to serve that one decision.
  2. Set every source to the show format if it can be set. A source that arrives already correct is a source the switcher does not have to rebuild.
  3. Set each switcher input's scaling off where the source already matches, and on only where it genuinely does not.
  4. Confirm program and preview are on separate monitors and you know which is which. Getting these the wrong way round is a mistake you make exactly once.
  5. Set the default transition to a cut. Choose a dissolve deliberately when a moment calls for it, rather than living on one permanently.
  6. Build any picture-in-picture or key you have been asked for, and rehearse recalling it, rather than building it live while a client watches.
  7. Cut between every pair of sources once and look for glitches at the cut. A glitch here is a format or timing mismatch, and now is when it is cheap to fix.
  8. Count the scaling stages between each source and the screen. If any source is scaled more than once, find out why.

What goes wrong

SymptomLikely causeWhat to do
A visible glitch or tear at the moment of a cut between two sources.The sources are not in step — different frame rates, or not frame-synchronised.Set both to the show's format. If one cannot be changed, put it through a frame synchroniser or an input that has one.
A source looks noticeably softer on screen than it does on its own monitor.It is being scaled somewhere, possibly more than once, between the source and the screen.Trace the chain and count the scaling stages. Turn off the redundant ones and let a single device do the work.
You take a source to program and the audience sees the wrong thing.Program and preview are reversed on your monitors, or the transition was applied to the wrong bus.Label the monitors physically and check before doors. This is a wiring and habit problem, not an equipment one.
Splitting a video output with a Y-cable gives a dark, unstable or absent picture.Video outputs drive one input. Passive splitting halves the signal and breaks the termination.Use a distribution amplifier. There is no passive way to do this properly.
A picture-in-picture looks blocky when the main picture is fine.A low-resolution source being scaled up into the window, or the switcher's effects engine running at a lower resolution than the program.Feed the window a higher-resolution source, or check the switcher's effects resolution setting.
The switcher shows a source on preview but the output is black when you take it.Often HDCP on that input, or an output format the destination will not accept.Check the source for copy protection and confirm the output format against what the screen actually takes.

Practice it

Six questions about the middle of the chain. Answer before you look.

Practice it
01
In one sentence each, what is the difference between a switcher, a scaler and a matrix router?
Answer
A switcher chooses which of several sources goes to the screen and gives you a transition between them. A scaler changes a picture's resolution or frame rate so two ends can agree. A matrix router sends any input to any output with no production features at all — it is plumbing, not production.
02
You have one laptop that must reach a projector, a confidence monitor and a recorder. What device do you need, and why will a Y-cable not do?
Answer
A distribution amplifier. A video output is built to drive one input; splitting it passively halves the signal and breaks the termination, giving a dark or unstable picture or none at all. A DA rebuilds the signal for each output.
03
Cutting between the camera and the laptop glitches. Name two possible causes and how you would tell them apart.
Answer
Either a frame-rate mismatch or sources that are not frame-synchronised. Check the formats first — if the camera is 59.94 and the laptop is 60, that is your answer. If both are genuinely the same rate but not locked together, it is a sync problem and needs a frame synchroniser.
04
A picture is soft on the big screen but sharp on its own monitor. What is the first thing you count, and why?
Answer
The scaling stages between the source and the screen. Softness on a digital chain comes from scaling, and a picture rebuilt two or three times along the way looks worse than one scaled once. Find the redundant stages and remove them.
05
Why is a cut the right default transition for a corporate conference?
Answer
Because it is invisible. The audience should be watching the content, not the transition, and a cut draws no attention to itself. A dissolve is a deliberate choice for a change of mood, not a default setting.
06
Where does a media server belong in the chain, and which department does it belong to?
Answer
Upstream of the switcher, as one more source. It belongs to video — it is a computer built to output pictures reliably, and putting it in control because it has a network connection confuses what it does with how it is triggered.
Field checklist
  • Have I written the show's resolution and frame rate somewhere everyone can see it?
  • Is every source set to that format, so the switcher has less to rebuild?
  • Do I know which of my monitors is program and which is preview?
  • Have I cut between every pair of sources and looked for a glitch?
  • Do I know how many times each source is scaled before it reaches the screen?
  • Is every one-to-many split done with a DA rather than a Y-cable?
  • Can I name what each box between the source and the screen is actually for?
Chapter 07

Displays: Where the Picture Appears

Three technologies do the same job, and each of them is the wrong answer in circumstances where the other two are right. What decides between them is almost never a preference — it is the size of the image, the light in the room, and what the building will let you hang. Being able to say why is what turns a quote into advice.

Projection

Projector
Projector

A projector throws light at a surface, and everything about how projection behaves follows from that one fact — including all of its weaknesses.

Brightness is measured in lumens, and it is the number that decides whether the job works. The lumens you need depend on two things: how big the image is, and how much other light is falling on the screen. Doubling the width of an image quadruples its area, so the same projector spread over twice the width is a quarter as bright. A room with the house lights up or daylight through the windows can need several times the projector that a blacked-out room does. Anybody who has watched a presentation wash out at 11 a.m. in a hotel with one uncovered window has seen this in action.

Throw ratio is the second number, and it is the one that decides where the projector goes. It is the distance from the lens to the screen divided by the width of the image. A 2.0 throw ratio means the projector sits at twice the image width — a 4-metre image needs 8 metres of room. A short-throw lens does the same image from much closer, and a long-throw lens does it from the back of a ballroom. Getting this wrong means arriving with a projector that physically cannot make the image the client asked for in the room they booked, which is a phone call nobody enjoys.

Then there is the practical business. Keystone correction squares up a picture projected at an angle, and it does it by distorting the image digitally, which costs sharpness — so it is a rescue, not a plan. Getting the projector square to the screen mechanically is always better. Anything in the light path shows up: a person walking through the beam, a chandelier, a truss. And projection needs a surface — a proper screen, ideally, because a hotel wall is rarely as white or as flat as it looks.

What projection is good at is size. Nothing else makes a 10-metre-wide image for the money, and that is why it survives.

It is also the display type with by far the widest range, and a table row cannot capture it. At one end is a breakout-room projector: three or four kilograms, one person, out of the case and onto a table in ten minutes. At the other is a large-venue machine of fifty kilograms or more that takes two people to lift safely, arrives with its lens as a separate decision, and is usually flown from truss or stacked on a tower — which means rigging, which means qualified people, a structural sign-off and a crew. Between those sit the ones on a tall stand or a scaffold, where the projector is light enough to carry and still ends up above head height with everything that implies.

So when somebody asks how long a projector takes to set up, the honest answer is another question: which projector, how big is the image, and where is it going. A 3-metre screen in a meeting room and a 12-metre screen in a ballroom are the same technology and completely different jobs, and quoting the second at the price of the first is one of the more expensive mistakes available in this department.

Projection, and why size costs brightnessThe same projector spread over a wider image, showing that doubling the width quadruples the area and quarters the light per square metre.DOUBLE THE WIDTH, QUARTER THE BRIGHTNESSarea, not widthA projector throws a fixed quantity of light. Everything about how projection behaves — including all its weaknesses — follows from that.1x width1x the areafull brightness2x width4x the areaa quarter of the light per square metreLumens is the number that decides whether the job works.How many you need depends on two things: how big the image is, and how much other light is falling on the screen.A projector that is magnificent in a blacked-out room is a grey rectangle with the house lights up, and no setting fixes it.Screen gain, throw ratio and ambient light all move the real figure. The relationship between width and area does not move.
FIG 7.1 Doubling the width of an image quadruples its area, so the same projector delivers a quarter of the light per square metre.

Flat-panel displays

Confidence Monitor
Confidence Monitor

A flat panel is a television or a large professional monitor, and it makes its own light, which changes everything about how it behaves in a room.

Because the picture is generated rather than thrown, ambient light barely matters. A panel in a bright foyer looks like a panel; a projector in the same foyer looks like a rumour. Panels are sharp, consistent, need no throw distance, and nobody can walk through the image. For anything up to about 2 metres wide they are usually the better answer and increasingly the cheaper one.

Their limit is size and weight. Panels get expensive fast above 85 inches, and a large one is heavy, awkward and fragile in a way a projector is not. They also come on stands or brackets that need thinking about — a floor stand takes floor space and can be knocked, and a wall mount means somebody drilling somebody else's wall.

For a technician the practical points are short. Check the panel's native resolution and feed it exactly that. Turn off every consumer picture mode you can find — motion smoothing, dynamic contrast, anything with the word "enhance" — because they are designed for films at home and they make a presentation look strange. And check the overscan setting: some panels crop a few percent off every edge by default, which is invisible on a film and cuts the edge off a slide.

LED walls

LED Wall Panel
LED Wall Panel

An LED wall is built from panels of individual light-emitting diodes, tiled together to make a single picture. It is the format that has taken over the top end of the events industry in the last decade, and it is worth understanding even before you work on one.

Pixel pitch is the number that defines a wall: the distance in millimetres between one LED and the next. A 2.6 mm wall has LEDs 2.6 mm apart; a 4 mm wall has them further apart. Smaller pitch means more pixels in the same area, more detail, and more money. The practical consequence is viewing distance — as a rough guide, the closest a wall looks like a picture rather than a grid of dots is somewhere around one metre per millimetre of pitch. A 4 mm wall is fine from four metres and looks like Lego from one. This is why a wall behind a stage can be coarse and a wall people walk past in a foyer cannot.

LED walls are extremely bright — brighter than any projector, bright enough for daylight — which is their headline advantage. They come in modular panels, so a wall can be almost any shape and size, and they have no throw distance, so they fit rooms projection cannot.

What they cost you is weight, power and time. LED is heavy and usually flown, which means rigging, which means qualified people and structural calculations. It draws real power and needs distribution planned for it. And it takes a crew and hours to build, where a small projector takes one person and twenty minutes — though a large-venue projector, flown with its lens chosen, is a rigging job of its own. Every wall also needs its processor — the box that knows the wall's exact pixel layout and turns an ordinary video signal into what the panels want — and the wall's real resolution is whatever the panel count works out to, which is almost never a standard number.

Pixel pitch sets how close an LED wall can be viewed PIXEL PITCH AND VIEWING DISTANCE roughly 1 m per mm of pitch Pitch is the gap between one LED and the next. It decides how close the picture survives being looked at. 1.5 mm Fine. Reads as a picture from about 1.5 m. Foyers, broadcast sets, anywhere people stand close. Expensive. 2.6 mm Reads as a picture from about 2.6 m. Conference stages, high-end corporate. 3.9 mm Needs about 4 m. Closer than that and it is a grid of dots. Stage backdrops, larger rooms. All three walls can be the same physical size. Pitch does not change how big the wall is. It changes how many pixels are in it, what it costs, and how close the front row can be before the picture stops working. A wall’s real resolution is its panel count multiplied out — almost never 1920 x 1080. Get the actual number before any content is made.
FIG 7.2 Pixel pitch and viewing distance. All three walls can be the same physical size.

Choosing a display

The honest comparison. Most arguments about which to use are settled by the room and the budget rather than by preference. Read the projection column as a range rather than a figure: it covers more ground than the other two put together.

ProjectionFlat panelLED wall
Best size range2 m to very largeUp to about 2 m3 m and up, any shape
Brightness in a lit roomPoor to adequateGoodExcellent, daylight capable
Needs throw distanceTrueNoNo
Beam can be blockedTrueNoNo
Setup time and crewMinutes and one person, up to hours and a rigging crewMinutes, two people to lift it safelyHours, a crew, and usually rigging
Rigging and powerModestModestSignificant, often flown
Cost for the sizeLowModerateHigh

Pixel pitch and viewing distance

A rule of thumb of roughly one metre per millimetre of pitch. Treat it as the point where the picture stops looking like dots, not as a specification.

PitchComfortable from aboutTypical use
1.5 mm1.5 mFoyers, broadcast sets, anywhere people stand close
2.6 mm2.6 mConference stages, high-end corporate
3.9 mm4 mMain stage backdrops, larger rooms
6 mm and above6 m and beyondConcerts, arenas, outdoor
Where this varies
  • The wall's actual resolution is the panel count multiplied out, and it is almost never a standard number. Never assume an LED wall is 1920 by 1080.
Pixel pitch and viewing distanceThe book's pitch table drawn to scale, showing the roughly one-metre-per-millimetre rule.ROUGHLY ONE METRE PER MILLIMETREwhere dots become a picturePitch is the gap between LED centres. The rule marks where the picture stops looking like dots — not a specification.0 m2 m4 m6 m1.5 mmabout 1.5 mFoyers, broadcast sets, people stand close2.6 mmabout 2.6 mConference stages, high-end corporate3.9 mmabout 4 mMain stage backdrops, larger rooms6 mm +about 6 mConcerts, arenas, audience kept backRead the pitch, say the metres.Closer than that and the audience sees the grid rather than the picture.A rule of thumb, not a specification. Content, contrast and how long somebody looks all move the comfortable distance.
FIG 7.3 Roughly one metre of viewing distance per millimetre of pitch. Where dots stop being a picture.

On the job

A client wants a 6-metre-wide screen for an awards evening in a hotel ballroom, and asks for a quote on all three options. The room has a ceiling at 4.5 metres, chandeliers, and a bar at the back that stays lit all evening.

Panels are out on size before anything else — 6 metres would be four panels tiled with visible bezels through the middle of the picture, which is not what anybody means by a screen.

Projection is possible and is the cheap answer, but the room fights it. At 6 metres wide in a room with a lit bar you need serious lumens, and the throw distance means the projector goes at the back where the chandeliers are. A short-throw lens from a rigged position solves the chandeliers and costs more than the projector saved.

LED gives the brightest and cleanest picture, ignores the bar entirely, and needs no throw. It also needs rigging at 4.5 metres, a power distribution the hotel may not have near the stage, and a crew for most of a day.

There is no correct answer here — there is a conversation. What makes a technician useful in it is being able to say why each option costs what it costs, which is what turns a quote into advice.

How to do it

Working out whether a display choice will actually work in a room, before anybody quotes it.

  1. Get the image size the client actually wants, in metres, and the shape. Everything else follows from this number.
  2. Find out how much light is in the room and whether it can be reduced. A lit bar or an uncovered window rules out projection sizes that would otherwise be fine.
  3. Measure or ask for the throw distance available, and the ceiling height. A projector that cannot reach and a wall that cannot be flown are both discovered here rather than on the day.
  4. Check the destination's native resolution and aspect ratio, and for an LED wall get the actual panel count rather than assuming a standard number.
  5. Ask how close the nearest audience will be. For LED this decides the pitch; for projection it decides whether the surface quality matters.
  6. Confirm power and rigging early. LED almost always turns into a structural conversation, and so does any projector heavy enough to be flown or stacked — better a week out than on load-in.
  7. On the day, feed the display its native format, turn off consumer picture processing, and check for overscan before anybody sees a slide with its edge cut off.

What goes wrong

SymptomLikely causeWhat to do
A projected image looks washed out even at full brightness.Ambient light on the screen, or an image larger than the projector was specified for.Reduce the light, reduce the image size, or get more lumens. No setting creates light, and this is a specification problem rather than a fault.
The projected picture is a trapezoid rather than a rectangle.The projector is not square to the screen.Move or shim it so it is square. Keystone correction squares it digitally and costs sharpness — use it as a rescue, not a plan.
Slides look right on the laptop but the edges are cut off on the panel.Overscan. Some panels crop a few percent by default, which is invisible on video and fatal on a slide.Find the overscan or "just scan" or "1:1 pixel" setting on the display and turn it off.
A television makes movement look oddly smooth or slightly artificial.Consumer motion processing, sold under a dozen different names.Turn off every picture enhancement the panel offers. They are designed for films at home and they harm a presentation.
An LED wall shows visible seams, dead panels or one panel a different brightness.A data or power fault on that panel, or a wall that has not been calibrated after assembly.This is the LED technician's job. Report it precisely — which panel, which symptom — rather than trying to fix it yourself.
The content on an LED wall is stretched or has black areas down the side.The content was made for a standard resolution and the wall's real resolution is the panel count, which is something else.Get the wall's actual pixel dimensions and have the content built to them. This is a conversation to have with the content producer well before the day.

Practice it

Six real decisions. Work them out before reading the answers.

Practice it
01
A projector fills a 3-metre screen comfortably. The client now wants 6 metres. What happens to the brightness, and roughly by how much?
Answer
It drops to about a quarter. Doubling the width doubles the height too, so the same lumens cover four times the area. A projector that was comfortable at 3 metres will look dim at 6 in the same room.
02
A room needs a 5-metre image and the projector can only be 6 metres back. What number do you need, and what does it tell you?
Answer
The throw ratio — the lens distance divided by the image width. Six metres of distance for a 5-metre image is a ratio of 1.2, which is a short-throw lens. A standard lens at about 2.0 would need 10 metres and will not make that image in that room.
03
A wall is built from 3.9 mm panels and the front row of the audience is 2 metres away. What is the problem?
Answer
The pitch is too coarse for that distance. At roughly a metre per millimetre of pitch, a 3.9 mm wall wants an audience four metres back or more; from two metres the front row sees a grid of dots rather than a picture.
04
A client wants a screen in a bright foyer where people will walk past all day. Which technology, and why not the other two?
Answer
A flat panel if the size suits, or LED if it needs to be big. Both make their own light and are unaffected by the foyer being bright. Projection would wash out completely, and it also has a beam that every person walking past would break.
05
Slides look correct on the laptop and have their edges cut off on the hotel television. What setting are you looking for?
Answer
Overscan, sometimes called just scan or 1:1 pixel mapping depending on the manufacturer. Consumer televisions crop a few percent off every edge by default, and it needs turning off.
06
Why can you not assume an LED wall is 1920 by 1080, and what does that mean for the content?
Answer
Because the resolution is whatever the panel count multiplies out to, and panels come in sizes that rarely add up to a standard number. It means content has to be built to the wall's actual pixel dimensions, which is a conversation with the content producer well before the show day.
Field checklist
  • Do I know the image size the client actually wants, in metres?
  • Have I accounted for how much light will be in the room at show time?
  • Is there enough throw distance for the lens I have, or do I need a different one?
  • Do I know the display's real native resolution, including for an LED wall?
  • Is the nearest audience far enough back for the pixel pitch?
  • Have I turned off overscan and every consumer picture enhancement?
  • Have the power and rigging conversations happened before load-in day?
Chapter 08

Putting a Video System Together

Everything so far has been parts. This chapter is the assembly, and the skill it teaches — tracing a chain until you find where the picture stops — is the one that gets a technician called back. It is not a talent and it is not experience. It is a method, and it is short enough to learn today.

The full chain

Every video system, from a laptop and a projector to an arena, is the same five stages in the same order. Learning to see them is what lets you walk into an unfamiliar room and be useful in ten minutes.

Source is where the picture is made: a laptop, a camera, a media server, a playback machine. Transport is how it travels: a cable, a converter, a fiber link, a network. Processing is what happens in the middle: switching, scaling, keying, synchronising. Distribution is how one picture becomes several: a DA, a matrix, an LED processor feeding a wall. And destination is where it lands: a projector and screen, a panel, an LED wall, a recorder or a stream.

A small job has all five stages and some of them are invisible. A laptop into a projector is source, transport, destination — and the projector is quietly doing the processing by scaling whatever it receives. A conference stage has all five explicitly, with named boxes for each. Nothing changes about the model; only how many boxes are in each stage.

The reason to hold this model in your head is that it makes an unfamiliar system readable. You do not need to have used a particular switcher to work out that it is the processing stage, that its inputs come from the transport stage, and that its output goes towards distribution. Systems you have never seen become systems you can reason about, which is a genuinely different feeling from memorising setups.

And it makes the failures readable too. When no picture arrives, the fault is at one of five stages, and each stage has a small number of things that can be wrong with it. That is a much better position than "video is broken".

The five stages of a video chain, and where to look when the picture stops THE FIVE STAGES OF A VIDEO CHAIN start left, move one stage Every system is these five, in this order — a laptop and a projector, or an arena. When no picture arrives, the fault is in one of them. 01 SOURCE Laptop, camera, media server 02 TRANSPORT Cable, converter, fiber, network 03 PROCESSING Switcher, scaler, keyer, frame sync 04 DISTRIBUTION DA, matrix, LED processor 05 DESTINATION Projector, panel, LED wall, recorder WHAT TYPICALLY GOES WRONG Asleep. Wrongoutput selected.Wrong resolution.Copy protection. A failed cable.A run too long.A converter withno power. Wrong input.Format mismatch.Redundantscaling stages. Passive splittingwith a Y-cable.A routed outputpointing elsewhere. Wrong input.Overscan.A format thedisplay refuses. The method, in one line Ask what changed. Then put a monitor on the signal at stage 01, and move one stage at a time until the picture disappears. The fault is between the last place it was good and the first place it was not. Change one thing at a time. Three changes and a working picture teaches you nothing, and it will fail again during the session.
FIG 8.1 The five stages every video system has, and what typically goes wrong in each.

Tracing and troubleshooting video

Troubleshooting is not a talent. It is a method, and the method is the same every time: find the last place the picture was known good, then move one stage downstream.

The trap that catches everybody at the start is changing more than one thing at a time. You swap the cable, change the input, restart the laptop, and a picture appears — and you have learned nothing, because you do not know which of the three fixed it, and it will happen again next month. Change one thing, look, change it back if it did not help. It feels slower and it is much faster.

The second trap is starting in the middle. The urge is to go to the switcher, because that is where the buttons are. But the switcher will tell you nothing you cannot learn faster by starting at the source and asking, at each stage, whether the picture got that far. A confidence monitor plugged in at each point along the chain answers the question in seconds.

A small number of tools make this trivial and they cost very little. A portable monitor with SDI and HDMI inputs is the single most useful thing in a video technician's bag, because it turns "is the picture here?" from a guess into a look. A pattern generator gives you a known-good source, so you can prove a path without depending on somebody's laptop. Known-good short cables let you substitute one variable at a time. And a torch, because half of this happens under a stage.

What you are really building is the habit of asking what changed. A system that worked an hour ago and does not now has had something done to it — a cable reseated, a device power-cycled, a laptop woken from sleep, a resolution changed by somebody being helpful. The question "what changed?" solves more video faults than any piece of test equipment.

A worked example

A breakout room. One laptop at a lectern, a 5-metre screen, a projector rigged from the ceiling, and a confidence monitor on the floor facing the presenter. Twenty minutes before the session and there is no picture on the screen.

Start at the source. The laptop's own screen is on and showing slides, so the machine is awake and running. Its display settings show a second display connected — which is worth noticing, because it means the EDID conversation happened and something downstream answered.

Move one stage. The HDMI from the laptop goes into a converter at the lectern, which outputs SDI. The converter has a power light and a signal light, and the signal light is on. So the picture reached the converter and it thinks it has something to send.

Move again. Plug the portable monitor onto the SDI at the lectern end — picture, correct, 1080p. The source and the first transport stage are proven good, which has taken about ninety seconds and eliminated half the system.

Now the run. The SDI goes 25 metres to the rack. Plugging the monitor onto the same cable at the rack end gives nothing. The fault is in that run, and it is now a two-minute job rather than a mystery: a known-good cable in its place gives a picture, and the original cable goes in the bin with tape around it rather than back in the box to fail on somebody else's show.

Nothing about this required understanding the projector, the switcher, or the room. It required starting at one end and moving one stage at a time, and it is the same method whether the system has three boxes or three hundred.

The five stages, and what goes wrong in each

Every video system is these five, in this order. When there is no picture, the fault is in one of them.

StageWhat it isWhat typically goes wrong
SourceLaptop, camera, media server, playbackAsleep, wrong output selected, wrong resolution, copy protection
TransportCable, converter, fiber, networkA failed cable, a run too long, a converter with no power
ProcessingSwitcher, scaler, keyer, frame syncWrong input selected, format mismatch, redundant scaling
DistributionDA, matrix, LED processorPassive splitting, a routed output pointing somewhere else
DestinationProjector, panel, LED wall, recorderWrong input, overscan, a format the display will not accept

What to carry

A short list. Between them these turn most video faults from a discussion into a two-minute answer.

  • A portable monitor with SDI and HDMI inputs, which is the most useful item on this list by a distance
  • An HDMI-to-SDI and an SDI-to-HDMI converter
  • A Mini-DisplayPort-to-HDMI and a USB-C-to-HDMI adapter
  • Two known-good short HDMI cables and two short BNC cables
  • A pattern generator, or an app on your phone that does the same job
  • Gaffer tape, a torch, and a marker for labelling
  • The show's resolution and frame rate
  • Which sources are copy-protected, and what the plan is for them
  • The native resolution of every screen on the job
  • Which connectors in the system do not lock

On the job

A three-camera panel session, twenty-five minutes before doors, and the centre camera has vanished from the switcher. The other two are fine.

The temptation is to start at the switcher, because that is where the problem appeared. Resist it: the switcher is the last place the picture would arrive and the worst place to start looking for it.

Go to the camera. It is powered, it is on, and its own viewfinder shows a picture — so the source is good. The portable monitor on the SDI at the camera end shows the picture too, so the camera's output is good. That is ten seconds and the whole source stage is eliminated.

The run goes to a floor box and from there to the rack. The monitor at the floor box shows a picture; at the rack it shows nothing. The fault is in the second half, and the second half is a patch through a floor box that somebody moved a riser over during the set change. The cable is crushed.

A replacement run down a different route takes four minutes, and the note in the notebook — "floor box 3, riser sits on it, route round" — is the part of this that saves an hour on the next job in that room.

How to do it

No picture on the screen. This is the order, and it works on any system of any size. Change one thing at a time and never skip to the middle.

  1. Ask what changed. A system that worked an hour ago has had something done to it, and the answer is often in that sentence alone.
  2. Start at the source and confirm it is making a picture — the laptop is awake, the camera's viewfinder is live, the media player is playing.
  3. Confirm the source is set to the right output. A laptop that is extending rather than duplicating, or a camera on the wrong output, looks exactly like a dead cable from further down the chain.
  4. Put a monitor on the signal at the source end. This is the moment the guessing stops: either the picture is there or it is not.
  5. Move one stage downstream and look again. Converter output, then the far end of the run, then the switcher input, then the switcher output, then the display input.
  6. When the picture disappears between two points, the fault is between those two points. Substitute one thing — the cable, then the converter — and change only that.
  7. When it works, do not stop. Find out why it failed, because a fault you fixed without understanding is a fault that comes back during the session.
  8. Label or bin whatever failed. A bad cable that goes back into the box unmarked will fail again on somebody else's show.
  9. Write the room's quirks in the notebook before you leave. The next job in this room is the one that benefits.

What goes wrong

SymptomLikely causeWhat to do
You changed three things and the picture came back.Panic troubleshooting. Now you do not know which change fixed it.Change one thing at a time and put it back if it did not help. This is slower for one minute and faster for the whole day.
You started at the switcher and spent twenty minutes there.Starting in the middle, because the middle is where the buttons are.Start at the source and move downstream. Most faults are found in the first two stages, and the switcher is the last place to look.
A laptop shows slides on its own screen but nothing goes out.The display is being mirrored to nothing, extended to a display it thinks is elsewhere, or the machine went to sleep and came back differently.Check the display arrangement on the laptop first. This is a source-stage fault and it looks identical to a dead cable if you do not check.
A cable that failed on site works fine on the bench afterwards.An intermittent fault — a connector that fails under movement or temperature, which is the most common kind.Bin it anyway. An intermittent cable will find the worst possible moment to be intermittent again.
Everything is proven good stage by stage and there is still no picture at the display.Almost always the destination — the wrong input selected, or a format the display refuses.Cycle the display's inputs, and check its accepted formats against what you are sending. A display on the wrong input is the most common last stage fault.
The fault came back during the session after you fixed it before doors.You fixed the symptom without finding the cause.When something starts working, find out why it stopped. This is the difference between a fix and a reprieve.

Practice it

The last six. These are the questions that decide whether you get called back rather than just booked once.

Practice it
01
Name the five stages of a video chain in order, and give one thing that goes wrong in each.
Answer
Source, transport, processing, distribution, destination. Source: asleep or wrong output. Transport: a failed cable or a run too long. Processing: wrong input or a format mismatch. Distribution: passive splitting or a routed output going elsewhere. Destination: wrong input, or overscan, or a format the display will not take.
02
There is no picture. What is the first question you ask, before touching anything?
Answer
What changed. A system that worked an hour ago has had something done to it — a cable moved, a device power-cycled, a laptop woken, a resolution changed by somebody helping. That question solves more faults than any test equipment.
03
Why is starting at the switcher a mistake, even though the switcher is where the problem appeared?
Answer
Because the switcher is near the end of the chain, so it is where a fault anywhere upstream becomes visible. Starting at the source and moving downstream finds the fault in the order it actually occurs, and most faults are in the first two stages.
04
You swap the cable, change the input and restart the laptop, and the picture returns. What is wrong with that, given that it worked?
Answer
You do not know which change fixed it, so you have not learned anything and you cannot prevent it recurring. It will happen again, probably during the session. Change one thing at a time, and put back anything that did not help.
05
A monitor at the source end of a run shows a picture and a monitor at the far end shows nothing. What have you established, and what do you do next?
Answer
That the source and everything up to that first point is good, and the fault is in the run between them. Next, substitute one known-good cable for that run — one variable — and look again.
06
A cable that failed on site tests fine on the bench. What do you do with it, and why?
Answer
Bin it, or at least tape it and mark it clearly as suspect. An intermittent connector fails under movement or temperature, which is exactly what happens on site and not what happens on a bench, and it will fail again at the worst available moment.
Field checklist
  • Can I name the five stages of a video chain in order?
  • When something fails, do I start at the source rather than at the switcher?
  • Am I changing one thing at a time, and putting back what did not help?
  • Do I have a monitor I can put on the signal at any point in the chain?
  • Have I asked what changed before I started replacing things?
  • Did I find out why it failed, rather than stopping when it started working?
  • Has anything that failed been labelled or binned rather than put back in the box?
  • Are this room's quirks written in my notebook before I leave?
Practise this without the gear
  • This chapter asks you to hold a whole system in your head at once, which is exactly the thing that is hard before you have built a few.
  • The Video Schematic Builder does it with you. Answer questions about a show and it produces the real signal-flow schematic — every source, every processor, every destination — plus a cable schedule, a projection calculation and a complexity score that suggests how many people the job needs. Draw a room you have actually stood in and see what you left out.
  • A subscription to the Reboot AV community on Skool opens it and every other Reboot tool, or you can buy it on its own at rebootav.tech.
Chapter 09

Where to Go Next

Video is the widest department in the industry and the one with the most doors into it. What you have here is the trunk; every direction below is a branch, and all of them start from the same understanding of the chain.

  • If the switching interested you most, go to Video Switching Fundamentals and then to directing.
  • If the pictures interested you, go to camera work — operation first, then direction.
  • If the screens interested you, go to LED Video Basics and then to LED processing, which is its own trade.
  • If the signal path interested you, go to video engineering and then to AV-over-IP, which is where the whole department is moving.
  • If the problem-solving interested you most, that instinct is worth more than any of the above. It is what makes a technician the person who gets called.

Choosing without guessing

Those are honest directions and they are not a decision. What decides whether a route suits you is more ordinary than the subject: how much of your week is travel, whether you would rather be judged on taste or on reliability, whether you like the show or the problem, and what you already have that you are discounting because it did not happen in AV.

Start with the Opportunity Map, at https://reboot-opportunity-map-v1.vercel.app, which draws the industry as a transit map and shows what is genuinely next to the station you are standing on. Somebody who can trace a video chain is closer to a video engineer's seat than they usually believe. Looking around costs nothing and takes a few minutes, which is why it comes first: it is far easier to judge a route once you can see where it goes.

Then, if something on the map has your attention and you want to know whether it actually suits you, take the AV Pathfinder, at https://reboot-pathfinder.vercel.app. It is a short personal quiz, and what comes back is three AV paths that suit you with a Reboot course journey mapped to each — the specific courses, in order, between you and that path.

Both live inside the Reboot community, which is also where the rest of the course library sits, so you will be asked to sign in.

Chapter 10

About Reboot AV

Reboot AV exists because the audiovisual industry has a map problem. The work is there, the pay is real, and the ceiling is high, but almost nobody entering it can see the route from where they are to where they want to be. People do not fail in this trade for lack of talent. They fail because nobody ever showed them what the path looked like.

So Reboot AV builds the thing that was missing: a course library covering the full breadth of live-event and installed audiovisual work, an interactive map of the roles in the industry and the routes between them, and an assessment that helps people work out where they actually fit rather than guessing.

Keep going
  • Take the interactive test for this course. It is the fastest way to find out what actually stuck.
  • It is not a talent problem. It is a map problem.
Chapter 11

Glossary

AdapterChanges the shape of a connector without changing the signal. Passive, cheap, and not the same as a converter
Analog videoA picture carried as a continuously varying voltage. Degrades gradually with distance
Aspect ratioThe shape of a picture — width against height. 16:9 is standard, 4:3 is the older squarer shape
BNCThe small round locking connector used for SDI over coaxial cable
Clean feedA camera output carrying only the picture, with no menus, focus marks or overlays on it
CompositeOld analog video on a yellow RCA connector. Standard definition only
ConverterChanges one signal format into another, such as HDMI to SDI. Needs power
CombingFine horizontal teeth on moving edges. The signature of interlaced material de-interlaced badly
CutAn instant change from one source to another. The default transition
DA / distribution amplifierTakes one input and produces several identical outputs
Digital videoA picture carried as numbers. Arrives perfect or fails outright — no gradual degradation
De-interlaceWeaving the two halves of an interlaced frame back into whole frames. Do it once, early, in the best box
DisplayPortA digital video connector common on business laptops and graphics cards
DissolveA soft blend from one source to another over roughly half a second
Downstream keyA logo or lower third laid over whatever is on program
DVIThe older digital computer connector. Picture only, no sound, and adapts to HDMI passively
EDIDThe conversation in which a display tells a source what formats it accepts
ExtendTreating the screen as a second desktop, so slides go out and presenter notes stay on the laptop
Frame rateHow many still pictures arrive each second. 24, 25, 30, 50 and 60 are the common ones
Frame synchroniserLines up a source that is not running in step with the rest of the system
GenlockA shared timing reference that makes every camera start its frames at the same instant
HDCPCopy protection on HDMI and DisplayPort. If the source insists and the path cannot carry it, the picture goes black
FiberVideo carried as light down a glass strand. Hundreds of metres, immune to interference, and fragile
HDMIThe common consumer digital connector. Carries picture, sound and control, and does not lock
Image magnification / IMAGA camera feed of the speaker put on the main screen so the back of the room can see a face
Interlaced (the i)A frame sent as two halves — odd lines, then even. A broadcast-era trick to halve the data
KeystoneDigital correction of a picture projected at an angle. Costs sharpness — a rescue, not a plan
LED processorThe box that turns a video signal into what a specific LED wall's panels need
LED wallA screen tiled from panels of light-emitting diodes. Very bright, modular, heavy
LumensThe measure of a projector's light output
Matrix routerAny input to any output, with no production features. The plumbing of a large system
Media playerA machine that exists to play files reliably. No notifications, no sleep, one format all day
Media serverA computer built to play the show's content out reliably as a video source
MirrorShowing the same picture on the laptop and the screen. What a nervous presenter usually wants
OverscanA display cropping a few percent off every edge by default. Invisible on video, fatal on a slide
Picture-in-pictureA second source shown in a window inside the main picture
Progressive (the p)A whole frame, every line, delivered at once. What almost everything modern uses
PixelOne dot of the grid a digital picture is made of
Pixel pitchThe distance in millimetres between one LED and the next. Smaller means more detail and more money
Preview / PVWWhat you are lining up next, seen only by you
Program / PGMWhat the audience is seeing right now
Rec. 709The standard colour space for HD, and what almost all events work in
ResolutionHow many pixels a picture has — 1920 x 1080 for HD, 3840 x 2160 for UHD
ScalerChanges a picture's resolution or frame rate so a source and its destination can agree
SDIThe professional digital video format, on BNC over coax. Runs 100 m and more, no copy protection
SwitcherChooses which source goes to the screen, with a transition between
Throw ratioLens distance divided by image width. It decides where a projector can physically go
TransitionHow the picture changes from one source to the next
TriaxOne thick cable carrying a broadcast camera's picture, power, talkback and return feed over long distances
USB-CA connector that may or may not carry video. Nothing about the socket tells you which
VGAThe old blue 15-pin analog computer connector. Picture only, no sound
WipeA transition that pushes one picture across another
Visual glossary

What the gear actually looks like

Every device named in this book, in one place. Recognition is the whole point of Chapter 4 — use this page to attach a picture to each name before you meet it on a dock at six in the morning.

Audio
Dynamic microphone
Dynamic microphone
Condenser microphone
Condenser microphone
Wireless handheld
Wireless handheld
Radio rack
Radio rack
Mixing console
Mixing console
Stage box / snake
Stage box / snake
Power amplifier
Power amplifier
Main loudspeaker
Main loudspeaker
Subwoofer
Subwoofer
Stage monitor wedge
Stage monitor wedge
In-ear monitors
In-ear monitors
DI box
DI box
Video
Camera
Camera
Video switcher
Video switcher
Scaler / processor
Scaler / processor
Projector
Projector
LED wall panel
LED wall panel
Confidence monitor
Confidence monitor
Lighting & control
Conventional fixture
Conventional fixture
Moving-head fixture
Moving-head fixture
Lighting console
Lighting console
Dimmer
Dimmer
Show controller
Show controller
Media server
Media server
Networking & infrastructure
Network switch
Network switch
Patch bay
Patch bay
Equipment rack
Equipment rack
Power distribution
Power distribution
Cable tester
Cable tester
A properly coiled cable
A properly coiled cable
Connectors, close up
XLR
XLR
TRS / TS ¼-inch
TRS / TS ¼-inch
SDI on BNC
SDI on BNC
HDMI
HDMI
Cat5e / Cat6 (RJ45)
Cat5e / Cat6 (RJ45)
Fiber optic
Fiber optic
DMX (5-pin XLR)
DMX (5-pin XLR)
AC power — not signal
AC power — not signal
Reboot AV
Find the source.
Find the destination.
Work along the path between them.
Every device on every show exists to serve that movement. Everything after Video Basics goes deeper in one direction.
rebootav.tech