Sam Berry
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Innovations Project Report
The development of a 2D animation system within Maya

 

ABSTRACT

The report focuses on the study of the techniques used to combine 2D and 3D elements in animated film. The report then goes onto describe how these methods can be applied in the research and development of a 2D animation system that can be implemented in the 3D environment of Maya.

 

INTRODUCTION

Many modern animated films combine 2D drawn elements and 3D computer generated (CG) elements at some point in the piece. These films demonstrate that animators today have access to a wide selection of 2D and 3D tools, and they use the appropriate tool for the task to create the film quickly and efficiently, at the lowest possible cost while maintaining a high standard of quality. The aim of this project is to examine the relationship between 2D and 3D animation, and to research the methods that are used to successfully combine the two in a single shot.


As a result of this research I hope to produce an innovative technique or system that allows the user to combine both 2D and 3D animated elements together easily. I will then produce a short piece of animation that demonstrates how the system can be used.

AREAS OF RESEARCH

The films included in my study are Disney's "Tarzan" (1999), "Belleville Rendez Vous" (2003), "The Iron Giant" (1999) and "Blood: The Last Vampire" (2000). In these films, I found that 3D computer animation was generally used to create the environments in the piece. The use of CG environments in animated features can greatly improve the flexibility of the shot as far as cinematography is concerned. In a CG environment, the camera can be placed anywhere in the scene and complex camera moves, such as those seen in Disney’s “Tarzan” (1999) can be employed. These camera moves were created with “Deep Canvas”, a piece of software developed specially for the film (Figure 1). The "Deep Canvas Process" allows the jungle environment to be created as 3D geometry, then a digital artist is able to paint onto the geometry using a graphics tablet, as if it were a canvas, thus creating a sort of 3D painting. The characters can then be drawn into the environment a frame at a time using traditional 2D animation methods. An illustrated description of this process can be found in Appendix 1. Shots created with this process are designed to “draw you into”1 the film and they allow the viewer to follow Tarzan as he swings through the jungle canopy in some impressive animated sequences. If a traditional animator had to create these sweeping camera moves by hand, one frame at a time, it would not only be very difficult, but it would also take a large amount of time and money to produce.

 

When producing traditionally animated films, it is occasionally necessary to produce some characters and props using CG. Characters and props are usually produced in this way if they are made from hard geometric surfaces, such surfaces are suited to CG as they are easy to produce and animate. The director of “Belleville Rendez Vous” (2003), Sylvain Chomet, explains why he chose to create vehicles in the film using 3D computer graphics:

 

“When you want to draw cars and bicycles...if you give that to...a 2D animator he is going to become mad...because there is no life to bring to a bicycle.”2

 

An example of when CG is used to create a character in a traditionally animated film can be seen in “The Iron Giant” (1999). Although the Giant (Figure 2) is one of the main characters in the piece, he is still a mechanical hard surface object. Therefore he can be produced and animated more easily using CG. As a main character, it is essential that the Giant is brought to life, unlike the cars and bicycles in “Belleville”. This was achieved mainly through the character’s eyes. The Giant’s emotions are communicated through the colour of the glow in his eyes and the way he blinks. In the film, all the backgrounds and scenery was painted in the traditional method by layout artists, the only CG element is the Giant. The combination of CG and traditional elements in the same film in this way can cause problems, as observed by Scott Johnston, Artistic Coordinator on "The Iron Giant":

 

"Ideally, you don't want the audience to see a big difference between a computer generated character and your traditional characters"3

 

Sylvain Chomet also identifies this problem, describing how CG generated images look "too clean" and "synthetic", and he describes the need to "destroy the look" of images created in CG to make them look more like hand drawn images. This problem is often solved by using "toon shaders", a shader designed to mimic the quality of line and shade of a hand drawn image. All the films that I have mentioned so far are good examples of the use of toon shaders to successfully combine CG elements and hand drawn elements.

 

Although CG techniques are advancing rapidly, they have only recently reached a standard good enough to represent organic characters. Elements such as the movement of skin and muscle, hair and fir and the cloth of clothing are still hard to simulate. Pixar animation studios, a forerunner in computer animated films, produced five animated feature films over almost ten years before they developed the techniques to represent human characters, as can be seen in their latest film "The Incredibles" (2004) (Figure 3). This limitation of CG technology means that generally, even if the environments are CG, the characters in the film are often hand drawn. In addition to "Tarzan", a good example of the combining hand drawn characters with CG environments can be seen in the film "Blood: The Last Vampire" (2000). Unlike "Tarzan", this film is set in an urban environment, rather than a natural environment. Director Hiroyuki Kitakubo's uses the geometric shapes of buildings, interiors and man made objects to create strong perspective in his shot composition, and many of these shots are very striking (Figure 4).

 

My research into these films has led me to conclude that when a film attempts to combine 2D and 3D animation, it is essential that this is done seamlessly. The 2D element and the 3D element must blend together so the shot is viewed as a whole, rather than a combination of two different parts. I have identified two methods that are used to achieve this. Firstly, a 3D computer generated image is generated using mathematics, so the quality of the line and the shapes and colours of the piece are technically perfect, therefore a toon shader must be used to lose the CG feel of the image, as described above. Secondly, the 2D hand drawn element must be of a high quality to match the standard of the 3D element. This can be achieved by using techniques such as foreshortening to mimic the perspective in the 3D element. To produce a drawing of this quality requires a skilled and experienced artist, with a good knowledge of the laws of perspective. These are the areas that I decided to research further to get a better understanding of the two methods.

 

I researched a number of methods to produce outlines on rendered objects in Maya, and produced standard toon shaders that could be rendered using the Maya Software Renderer, and contour shaders rendered with the Mental Ray (Figure 5). I found that these shaders could be created very easily, and when using the Vector Renderer included in Maya 6.0, the same results could be achieved using standard Lambert shaders and therefore no shader writing was necessary. It was clear that this area  did not warrant extensive research. The creation of more complex toon shader that produced a more painterly result, such as the Tomcat Shader (Figure 6), required the writing of Maya plugins. This area of heavy programming did not appeal to me, so I decided to begin researching possibilities other than toon shader development.

 

After my brief study of toon shaders, I began to focus my research towards 2D media, namely the methods used to create perspective drawings. I found that this area was much more interesting and offered many more possibilities for experimentation. It was my study of perspective drawing that caused me to re-evaluate my approach to the project. Initially, when I thought of the combination of 2D and 3D animation, I thought of the 2D element as hand drawn and the 3D element as computer generated. But what if the 2D element was also created in the computer? Could the 2D methods of perspective drawing be applied in the 3D context of Maya, and could these drawings then be animated? After performing a number of tests in Maya I found that this theory would be possible to realise, and I started to develop a 2D animation system in Maya that was based on the rules of perspective drawing.

 

Before starting development of the animation system, I did some research into existing 2D animations systems and how they are implemented. I found that most computer aided 2D systems attempted to produce inbetween frames from a number of key frame drawings supplied by the animator. Many of these systems were not very successful, in his paper "The Problems of Computer Assisted Animation", Edwin Catmull explains the fundamental reason why most 2D animation systems failed:

 

"The principal difficulty is that the animators' drawings are really two dimensional projections of three dimensional characters as visualised by the animator, hence information is lost. For example, one leg obscures another. It is this loss of information which severely limits automatic in-betweening."4

 

Catmull goes on to state that to produce a series of key frame drawings of an object, the animator must visualise the object in 3D in his head and then convert that to a number of 2D projections on paper. The assistant animator then creates the in-betweens based on the 3D visualisation in his own head, and an additional wealth of information in the form of character sheets, concept designs and 3D maquettes of the object. Catmull argues that a computer cannot be used to create these in betweens without access to the same information. It is for this reason that the use of such 2D systems was halted to make way for 3D animation systems. These 3D systems were only slightly more difficult to implement, but they could hold much more information about the animated objects.

 

Not all 2D animations were unsuccessful however, Nestor Burtnyk and Marceli Wein were recognised as "Fathers of Computer Animation Technology"5 for their work in computer graphics and animation systems in the 1960s and 70s. Burtnyk and Wein developed a 2D animation system which was used to produce a number of successful short films, notably "La Faim" (1974) and "Visage" (1977). "La Faim" (Figure 7) received great critical acclaim, and "became the first computer-animated movie to be nominated for an Academy Award as best short"6 in 1974. The film also won the Prix du Jury at the Cannes Film Festival and a number of other international awards.

 

I believe that the reason that many other 2D computer animation systems were unsuccessful is because they were inspired by the traditional 2D animation process. Traditionally, a head animator would produce the key frames, then pass them onto a junior animator to create the inbetweens. The work involved in creating these inbetweens lent itself to an automated, computer process:

 

"The work of the artist's assistant seemed like the ideal demonstration vehicle for computer animation."7

 

But as Catmull observed, the key frame drawings on their own do not provide the computer with enough information to produce accurate in-betweens. I believe that the system that I intend to develop will be successful because it is not based on traditional animation methods. My system will not attempt to create animation by generating in-betweens based on given key frames, but it will generate animation by manipulating the points that define a perspective drawing.

 

PRODUCTION AND IMPLEMENTATION

To produce a 2D animation system based on the rules of perspective drawing, these rules must be clearly understood. To help the understanding these rules, the method used to draw a cuboid using two-point perspective was examined. These steps were broken down into a set of rules, for creating true two-point perspective drawings. These rules, hereafter referred to as the "Construction Rules", and the method used to produce the perspective drawing can be found in Appendix 2.

 

These Construction Rules apply to a static drawing, but would the same rules apply to an animated perspective drawing? To answer this question, the cuboid was constructed in Maya using the the same rules (Figure 8). The cuboid was created in the top view, converting the 3D space to a 2D plane. Each vertex of the cube and the vanishing points were defined with locators, and as a visual reference, the lines defined by pairs of locators were drawn with straight line curves. The ends of the curves were constrained to the locators using clusters to ensure that the curve always remained between the two locators that defined it. Therefore, the user could animate the shape by moving the locators that define the vertices of the shape around in space and the edges would follow.

 

To ensure that the Construction Rules were obeyed, I found that the user should only be able to animate some of the locators that defined the vertices of the shape. The other vertices had to be driven procedurally to maintain the form of the shape. The two vanishing points and the two points that define the front edge of the cube are the first points that are plotted when drawing the cuboid on paper, and all other points are defined by the position these points. Therefore, logic suggests that the locators that define these points in Maya should be the ones that the user has full control over (the "Control Locators"), and all the other locators should be driven procedurally. The Construction Rules were used as a basis to develop a number of mathematical expressions which controlled the position of the driven locators (see Appendix 3).

 

Once the behaviour of the locators that defined the vertices of the shape was defined, it was relatively easy to create polygonal planes to define the visible faces of the shape. The shape of each polygonal face is defined by four locators, so the face could be represented with a four sided polygon with each vertex constrained to one of the locators. This was achieved in Maya by creating a cluster at each vertex of the polygon, and then parenting each cluster to the correct locator. When the Control Locators were animated, each face is deformed based on the movement of the locators that defined the vertices of the face , as demonstrated in this video.

 

With the system now capable of drawing and animating simple shapes, the next task was to find a method of rendering the shapes. I decided quite early on that I wanted the shapes to be rendered in the toon style, with flat colours and outlines. Initially, a geometry based method for creating the outlines was tested, ie each edge of the shape was defined by a piece of geometry, usually a long narrow plane. This was not satisfactory, however, as the consistency of the line was not very good. I found that a better solution was the Maya Vector Renderer, which produced the look I intended. This also proved a quick and easy solution to the problem, so I was able to move onto the next task.

 

Having proved that the system that I had developed could be used to construct, animate and render simple shapes such as cuboids, I began to experiment to find out how flexible the system was. Because the system was programmed in Maya, a 3D package, the shapes that are created can be animated in both 2D and 3D, this produces some interesting results. I then went on to test the system with slightly more complex shapes. I found that these shapes were more difficult to create, and in some cases, a shape that was created in a static position looked fine, but when the shape was animated it began to distort in unexpected ways (Figure 9). Through experimentation I eventually found the correct method to construct complex shapes. Firstly, the shape is drawn by hand and brought into Maya as an image plane. This image is then used as a reference to create the locators that define the edges of the shape. Finally, the faces could be added and the image could be rendered (Figure 10). When constructing more complicated shapes, I learnt that it was important to decide how the shape would need to be animated before construction starts. Then the shape has to be constructed bearing this in mind.

 

Having established that the system was capable of producing more complex shapes, I had to create a method to produce a large number of these shapes in a scene. The current system was quite basic, and to construct a shape, the expressions that controlled the position of each locator had to be written out by hand in each case. This would not be a feasible method for creating a large number of more complex shapes, so an automated method had to be developed. A MEL script was written which contained all the procedures needed to create a complete shape (see Appendix 5). The script included procedures to create all the required primitives, points (locators), lines (curves) and faces (polygons). It also included procedures to apply the required constraints to Type One and Type Two locators. To make the script as user friendly as possible, constraints could be applied to locators by simply selecting the driver locators and then the target locator and running the constraint procedure. The procedures were also made quite robust, and included error handling code to prevent unexpected evaluations. Finally, a Graphical User Interface (GUI) was created to allow each procedure to be run at the push of a button (Figure 11). Appendix 4 contains a tutorial on how to use this interface.

 

With the first version of the system fully complete, I had to prove that it would work in practice by using it to create a piece of animation. Through discussion with my tutors, I decided to produce piece of abstract animation, with shapes animated in both 2D and 3D. Following the production method I had developed previously, I produced an image on paper showing the group of geometric shapes I intended to create and animate (Figure 12). I planned to create an animation that showed these shapes appearing as if they were being drawn. Then once all the shapes had appeared, they will all fall flat and it will be revealed that the shapes are 2D. The system performed quite well in the construction of the shapes (Figure 13). I had designed the system so each shape only had a few elements that could be animated, and the other elements were driven procedurally, so the actual animation itself was easy to produce and it was completed quite quickly. For the colour palette in the piece, I chose a selection of colours that helped add more depth to the image. Colour theory states that warm colours appear closer to the observer, while cooler colours appear to be further away. So the shapes were shaded appropriately depending on their depth. This colour scheme proved effective when compared with a set of shapes with colours assigned randomly.

 

FURTHER DEVELOPMENT

I believe that there is room for a lot of further development to this system. As it stands, the system is quite basic, I can only support two-point perspective and it only works predictably and reliably with shapes with angles of 90°. However, I believe that it would be relatively simple to expand the system to support and any type of geometric shapes, including curved surfaces. Such shapes can be drawn on paper using the perspective method (Figure 14), so to create these shapes using this system would only involve identifying and expanding the set of rules that have been defined for simple shapes. I also believe that the rules could be expanded to support three-point perspective drawing. I have briefly studied the possibility of this and I have discovered that simple three-point perspective shapes (Figure 15) can be constructed, but I have not yet experimented with animated three-point perspective shapes.

 

Another possibility for further development would be to apply the perspective method to true 3D shapes in Maya. This would allow the user to define his/her own vanishing points for objects, and they would not have to conform to the conventional rules of perspective. I believe that this would produce some quite interesting results.

 

Another interesting concept, which I only discovered right at the end of the project, is the possibility of simulating light sources that affect the shapes. The use of lighting will allow the user to render the shapes in a more realistic manner, in the same way that real 3D shapes are rendered. It can be seen from the test renders that it is possible to simulate lighting in the 2D system, and with further development the 2D system could potentially be a valid alternative to 3D, or a method of creating "2˝D" backdrops for 3D action in a similar way to matte painting.

 

CONCLUSION

In conclusion, I believe that the outcome of this project and my areas of research were very constructive and informative. The final product demonstrates an innovative approach to the production of 2D animation in a 3D environment, and this combination of 2D and 3D working methods meets the requirements of my original aim. I am pleased with the final product, which demonstrates a good balance between the technical and the artistic, and also demonstrates an alternative method to creating an automated 2D animation system which avoids the problems of the 2D animation systems discussed in my research. There is also a lot of scope for further research and development of the system, that unfortunately, I did not have the time to achieve in this project.

 

APPENDICES

 

BIBLIOGRAPHY AND CREDITS