The eighth step, while not as fun as organizing and editing your images, is a necessary step: Use filter presets and smart collections to help keep your catalog clean and organized.
As covered in previous posts, there are a significant number of steps in organizing your images in Lightroom and, as a result, it can be difficult to know whether you have completed every step in your workflow. However, Lightroom can help you determine what steps are left to do using filter presets (see Screenshot 1) and smart collections* (see Screenshot 2). Filter presets display images in the folder selected in the Folders panel that met the condition or conditions in the preset; smart collections will include any images in the catalog that meet the text condition or conditions of the smart collection.
A filter preset’s or smart collection’s criteria can be simple, consisting of one text condition, or complex, consisting of many text conditions. For example, a preset or smart collection can display all the images in the folder or catalog, respectively, that has a specific color label, e.g., red label, assigned to it or has a specific color label and a specific keyword assigned to it. You don’t add images to a smart collection Lightroom add all the images that meet the criteria to the collection automatically; it will also remove any images that met the criteria but have been changed and no longer met the criteria.
You can use filter presets and smart collections to help you maintain your Lightroom catalog. For example, a filter preset and smart collection that displays images that have no keywords assigned to them tells yow, respectively, what images in the currently selected folder have no keywords and what images in the catalog have not been assigned at least one keyword. To help you manage offline editing, I have two presets, one that displays the images with a smart preview and the other images that do not have a smart preview. This allows you to create smart previews for images that you want to edit offline and delete the smart previews that you no longer need.
To create a filter preset…
- If not already in Grid View, go to Grid View
- If the filter bar is not visible, click on the “\” (backslash) key
- Set up a filter as desired based on searchable text, attributes, and metadata (see Screenshot 1)
- Click on the filter preset menu and select Save Current Settings as New Preset… (see Screenshot 3)
- Enter a name for the preset and click Create (see Screenshot 4)
To use the preset later, click on the preset menu in the filter bar and then on the preset in the menu to active the preset
To create a smart collection…
- Click on the “+” (plus) icon in the upper right corner of the Collections panel
- Click on Create Smart Collection in the popup menu (see Figure 2)
- In the Create Smart Collection dialog window (see Figure 3)…
- Enter a Name for the collection
- To place the new smart collection inside an existing collection set, check Inside a Collection Set and then select the collection set from the drop-down menu to add the collection to a collection set
- Chose Match [any or all or none] of the following rules to determine whether an image needs to match any, all, or none of the rules to be include in the smart collection
- Select the text condition, e.g., the metadata to search on, the condition, and the value, to set up the smart collection, every image meeting the condition will be automatically added to the collection
- If desired, add a second, third, or more text condition by clicking on the “+” (plus) icon at the end of the first condition (Note: Once there is more than one text condition, a “–” (minus) icon will appear at the end of each text condition; clicking on the minus icon will delete that text condition from the smart collection.)
- Click on Create to create the new collection and dismiss the dialog window
To create a collection set…
- Click on the “+” (plus) in the upper right corner of the Collections panel
- Click on Create Collection Set in the popup menu (see Figure 2)
- In the Create Collection Set dialog window…
- Enter a Name for the collection set
- Check Inside a Collection Set and then select the collection set to add the collection set to that the selected collection set
- Click on Create to create the new collection set
Simple but frequently overlooked, filter presets and smart collections can help you to keep your catalog clean and up to date. By doing so, extraneous images, mistakes, and overlooked workflow steps can be corrected before they get in your way later, speeding up your workflow and allowing you to easily and quickly find your images.
*As discussed in the last post, there are two types of collections, collections and smart collections, and one type that exists at all times, quick collection, in Lightroom. You can have as many collections and smart collections as desired but only one quick collection per catalog. Images are manually added to and removed from a collection (so I sometime refer to these as manual collections). A smart collection is a collection that is populated according to a rule or set of rules and any images that meet the criteria set by the rules existing at the time the smart collection is created or exists in the future are automatically made a part of the collection. Images are added to the quick collection by dragging and dropping the image on the Quick Collection or using a shortcut.
Editor’s Note: In early May, Brian started a series of ten posts each outlining one or more simple but small things you can do to speed up your Lightroom workflow. This is the eighth post in that series; the first post was about how to efficiently manipulate Lightroom’s interface to reduce clutter; the second about the improving your efficiency inside Lightroom by using context menus; the third about how to name folders; the fourth about how to name image files; the fifth about using keyboard shortcuts; the sixth about using keywords to quickly find images; and the seventh about using collections to organize your images.